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  1. #1
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    Looking for an approach to a problem (AccessXP)

    I need some help with an approach to a problem.

    Every month the Association needs to do their billing for dues and WC fees. Currently I have a append query dumping the records into a tblMonthlyInvoices. And I can run both the dues and the WC fees on the same query. Dues are paid annually or quarterly and WC fees are paid quarterly. Those paying annual dues can pay in different months.

    On the query grid I have DuesPaid that has a criteria of [If doing Quarterly billing enter quarterly, otherwise leave blank ] and DuesMthPaid that has a criteria on a separate line of [Enter month of billing]. The DuesPaid field holds if dues are paid annually or quarterly. The DuesMthPaid field holds the month that the people paying annually pay.

    As long as the dues and WC fees are only paid as noted above there is so problem. But I was asked to include options to pay monthly or semi-annually. So that means, I think, that I have to start over with a different approach.

    So my question is this. What is the best approach for the multiple billing possibilities?

    Thank you in advance for all of your input and help.

    Fay <img src=/S/confused.gif border=0 alt=confused width=15 height=20>

  2. #2
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    Re: Looking for an approach to a problem (AccessXP)

    You problem is rather complicated, and even after coming back to it for several days, there doesn't seem to be a nice concise way to approach it. So bear with me while I ramble.

    It seems to me you need a flag of some sort for each member that indicates what the filling frequency is, and another that shows when they were last billed. On that basis you would create invoices for everyone who needed a particular type of billing where it was due that month. That means running several queries (or writing lots of code) to pick out all the members that need to be billed on a given date. It sounds like the process should be run every month. In addition, you may want to pick up people who still haven't paid from prior billings and send them a reminder or a past due invoice. I'm not sure I recall much about your table structure, so this may cause wrinkles in things, but if I were doing this, I would have a single table of transactions, and a code to establish the kind of record (billing or payment), and a running track record of the balance for audit purposes. I guess this isn't as long winded as I thought - hope it helps.
    Wendell

  3. #3
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    Re: Looking for an approach to a problem (AccessXP)

    Thank God for your first statement. I was becoming very frustrated and thought some nasty things. Nice to know there is a reason. I am writing another question that I will start a new thread with in a couple of minutes. I would appreciate your imput.

    I think I was going down your path. I created a form to give my criteria and that was working. It is run every month. See the other thread in a little while. Thanks for sticking with this.

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