Final Problem - Running AR updates

  • Thread starter Thread starter rebeca
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R

rebeca

I basically have developed an accounting ledger for a billing office
that logs payments and charges by physician. I have developed a
monthly AR report that successfully displays a running AR for the
initial month. My confusion now is how do I then take the ending AR
for January 31 and display that as the beginning AR for Feb 1, etc?
I'm assuming an update to a table and then VB code to display the
correct information, but I'm relatively new to VB but learning :)

Any guidance would be appreciated.
 
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I usually use a UNION of two (2) queries:  one query to sum the previous
amounts and one for the current detail amounts.

Its a bad idea to put totals into a table since any changes to the
values used to get the total will necessitate an UPDATE to the total
value.  Its better to just use a query to sum the value.  You could have
a VIEW (a SELECT query in Access) that shows the sum of each month and
just read that when creating a report (plus the detail query for the
current month).

HTH,
--
MGFoster:::mgf00 <at> earthlink <decimal-point> net
Oakland, CA (USA)
** Respond only to this newsgroup.  I DO NOT respond to emails **

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Click to expand...

Thank you. I do have a "running sum" query that pulls based on the
dates selected on the form. I'll play around with that and see what I
can come up with. Thanks for steering me back onto the correct path.
 
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