This one will be tough

[sillypuddy]

OK, I will start by saying I have a databse that has a name, original payment amount, all of the payments a customer has made, and the dates they made them. For example:

Name Orig PMT PMT PMT Date
John Doe 100 50 20030820
John Doe 100 30 20030720
John Doe 100 100 20030720

This represents that this person is past due (weeded out by a dump from the original appplication). I need to take the most recent payment amounts and have a query (I guess it would be a query), automatically add back to when the running amount is >= the original payment.
For example, 50+30+100 >= 100
From the date where the running sum is >= the Orig PMT (this example: 7-20-2003), then I will need to automatically add 7 months to that date to a field named Potential Charge Off Date (or something like it).

Think you guys could help?????????

 

[IgorB]

You should create additional filed for calculation PMT balance, maybe VBA procedure which accumulates PMT values.
When you enter the last value for PMT and your PTM balance will >= than Orig PMT you should enclose update query and it will update another field.

 

[Fuga]

Name Orig PMT PMT PMT Date
John Doe 100 50 20030820
John Doe 100 30 20030720
John Doe 100 100 20030720

I would look over the structure.

Have you considered using 1st table person table:
PersonID (PK)
Name
adress
etc

and 2nd table original payment table:
PersonID (FK)
orig pmt ID (PK)
orig pmt amount
orig pmt date

and 3rd table running payments:
orig pmt ID (FK)
Pmt amount
Pmt date

This way, each person can have several original payments, and each original payment can have several running payments.

To find what you want:

make a query with a join on 2nd table PK - 3rd table FK. Group by 2nd table PK and sum 3rd table pmt amount.

Fuga.

 

[The_Doc_Man]

Also, this might help. Excel has some really nice functions you can use to compute payments given some parameters.

If you have a code window open, you can add the Excel library to your references for that database. Then the functions from Excel become available to Access. Sometimes its a LOT easier to use the Excel functions than to compute some of these things yourself. Look through the financial functions in Excel before you do this because they don't necessarily have everything you might want - but it is at least worth a look.