RickDB
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- Jun 29, 2006
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I need help on this, from what the best concept is, to what I need to look into using:
I store Quote data from phone calls into tblQuotes. There is a seperate table that holds much of the same information except that it is for actual orders called tblOrders.
As far as function goes, I have each working much the way I need it to except for one thing... If a sales person is on the phone with a customer with a quote already in the system, right now they re-enter the data into the Order table. Most times, the order is what was quoted, but maybe with a few small changes (so I will wnt to keep a historical record of the quote). How could I copy the contents of the quote recordset into the recordset for an order, where all the sales rep does from there is edit the quote to the actual order?
Would I use VBA or an update query that is executed via VAB? Honestly, I am unsure how to do this at all, I hope someone has seen this before and has a good suggestion...
Thank you.
I store Quote data from phone calls into tblQuotes. There is a seperate table that holds much of the same information except that it is for actual orders called tblOrders.
As far as function goes, I have each working much the way I need it to except for one thing... If a sales person is on the phone with a customer with a quote already in the system, right now they re-enter the data into the Order table. Most times, the order is what was quoted, but maybe with a few small changes (so I will wnt to keep a historical record of the quote). How could I copy the contents of the quote recordset into the recordset for an order, where all the sales rep does from there is edit the quote to the actual order?
Would I use VBA or an update query that is executed via VAB? Honestly, I am unsure how to do this at all, I hope someone has seen this before and has a good suggestion...
Thank you.