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I have two tables set up in Access. Main table is "tblCheck" which
holds check number, check date, company that issued check and check
amount. I have a subtable "tblCheckDetails" that holds policy number,
premium amount and commission amount. There is a one to many
relationship set up between the tables. One check ... many policies
paid on it.
Sometimes the checks are manually entered. This process is working
fine. Sometimes, the client will send an Excel spreadsheet with check
details. I would like to set up a process to import these check
details so the user does not have to manually enter the ones from a
spreadsheet.
So far, I have an import process working that will import the Excel
spreadsheet that is sent from a client with check details into a
temporary table.
I have a form set up to enter in a check number, check date, company
that issued check and check amount. I would like to then have a
button the user could click on that will take the records in the
temporary table and append them to the "tblCheckDetails" table
assigning the autonumber field (checkno) from my form to each of the
detail records imported for that check.
CheckNo field is an autonumber field in the tblCheck table. CheckNo
is a number field in tblCheckDetails table.
I hope this makes sense. I have an append query created grabbing the
fields from the temp table to append to check details table. The
problem I am having is grabbing the "checkno" field from the form to
tie them together.
Any help in this process would be greatly appreciated.
holds check number, check date, company that issued check and check
amount. I have a subtable "tblCheckDetails" that holds policy number,
premium amount and commission amount. There is a one to many
relationship set up between the tables. One check ... many policies
paid on it.
Sometimes the checks are manually entered. This process is working
fine. Sometimes, the client will send an Excel spreadsheet with check
details. I would like to set up a process to import these check
details so the user does not have to manually enter the ones from a
spreadsheet.
So far, I have an import process working that will import the Excel
spreadsheet that is sent from a client with check details into a
temporary table.
I have a form set up to enter in a check number, check date, company
that issued check and check amount. I would like to then have a
button the user could click on that will take the records in the
temporary table and append them to the "tblCheckDetails" table
assigning the autonumber field (checkno) from my form to each of the
detail records imported for that check.
CheckNo field is an autonumber field in the tblCheck table. CheckNo
is a number field in tblCheckDetails table.
I hope this makes sense. I have an append query created grabbing the
fields from the temp table to append to check details table. The
problem I am having is grabbing the "checkno" field from the form to
tie them together.
Any help in this process would be greatly appreciated.