How to create fee schedules (same item diff price by customer)?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I know this will end up being easy...but...
I have standard billing items, but some prices (not all) differ by customer.
what's the most efficient way to set that up?
 
Trish

?Each customer has a different discount? If so, it sounds like you need to
include a [DiscountRate] field in your Customer table.

Regards

Jeff Boyce
Microsoft Office/Access MVP
 
Hi Jeff:
The rates are not discounted but flat rates...
For some invoice items, it's possible that all clients will have the same
fee associated with an item. For other items, it's possible that 40% of the
items will differ by client.

I need the staff entering the invoices to be able to select a client and
then be able to select invoice items that apply to this particular job and
have the rate for that client provided to them.

Jeff Boyce said:
Trish

?Each customer has a different discount? If so, it sounds like you need to
include a [DiscountRate] field in your Customer table.

Regards

Jeff Boyce
Microsoft Office/Access MVP

trish said:
I know this will end up being easy...but...
I have standard billing items, but some prices (not all) differ by
customer.
what's the most efficient way to set that up?
Click to expand...
Click to expand...
 
Create a Table tblFeeSchedule with the Fields like:

FeeScheduleID AutoNumber PK
frg_ClientID ForeignKey
frg_ItemID ForeignKey
Fee Currency
....


Create a Unique Index on the combination (frg_ClientID, frg_ItemID) so that
at most only one fee can be recorded for each combination. Alternatively,
you can set this combination as the PK of the Table and remove the
AutoNumber Field.

I guess you should still have a "standard" fee in the Item Table which you
can use in case a particular Client - Item (and hence custom applicable Fee)
is not found in tblFeeSchedule.
 
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