J
Jan Il
Hi all - Access 2002 XP - WinME
I have a data entry form based on a table. The fields are as follows:
PurchaseID (PK)
PRDate (Purchase Requisition Date)
PRNo (Purchase Requisition Number)
PODate (Purchase Order Date)
PONo (Purchase Order Number)
Status (Open or Closed) *
Vendor
Dept
* There may be standing/open PO's that orders will be charged against,
usually for a one year period. These will remain 'open' until the full
amount of the PO is used, at which time it will be 'Closed' Then a new PO
will be opened if necessary.
My question is: Is it possible to retire/inactivate the PR number at the
time the PO becomes active? So that when the record is pulled up at a later
date for the purchase, only the PO Number and a date will be displayed.
In other words, when the PONo and PODate is entered, the PRDate and PRNo
will be deactivated from the list, but, remain in the database as a backup
record to the PO. I have used a similar method for retiring Employees and
vehicles, but, the processes have been done manually.
So, let's say we have an entry in the fields for PRDate of 01/03/04 and PRNo
of 00789. When the new PODate is entered to that respective field,
01/05/04, and the PONo R000514 is entered into that respective field, it
will automatically deactivate/retire the related PRDate and PRNo. You would
call up the existing record by the PR number and enter the PODate and PONo
that will replace that PRNo and date.
The PR date and number will be entered first at it is created by our dept.
At the time the PO number is created by the Purchasing Agent, the PR number
is deactivated and officially removed from record within the existing data
processing system, but, there are 'numerous' glitches. Thus a PR can be
created, and then the PO, at which time the PR is deleted from the record.
One of the glitches is... that it loses PO's. Yeppa...they just go
''poof'', no record of them at all. So, when this happens..if you don't
have any backup information, you don't know what is and isn't out there.
I'm just trying to cover the our back door by creating our own tracking
system at the source of the purchasing process.
If anyone has any suggestions or ideas, I would truly appreciate hearing
them. If we could handle this replacement process automatically it would be
a very big help, and better insure that a deactivation is not overlooked.
Jan
I have a data entry form based on a table. The fields are as follows:
PurchaseID (PK)
PRDate (Purchase Requisition Date)
PRNo (Purchase Requisition Number)
PODate (Purchase Order Date)
PONo (Purchase Order Number)
Status (Open or Closed) *
Vendor
Dept
* There may be standing/open PO's that orders will be charged against,
usually for a one year period. These will remain 'open' until the full
amount of the PO is used, at which time it will be 'Closed' Then a new PO
will be opened if necessary.
My question is: Is it possible to retire/inactivate the PR number at the
time the PO becomes active? So that when the record is pulled up at a later
date for the purchase, only the PO Number and a date will be displayed.
In other words, when the PONo and PODate is entered, the PRDate and PRNo
will be deactivated from the list, but, remain in the database as a backup
record to the PO. I have used a similar method for retiring Employees and
vehicles, but, the processes have been done manually.
So, let's say we have an entry in the fields for PRDate of 01/03/04 and PRNo
of 00789. When the new PODate is entered to that respective field,
01/05/04, and the PONo R000514 is entered into that respective field, it
will automatically deactivate/retire the related PRDate and PRNo. You would
call up the existing record by the PR number and enter the PODate and PONo
that will replace that PRNo and date.
The PR date and number will be entered first at it is created by our dept.
At the time the PO number is created by the Purchasing Agent, the PR number
is deactivated and officially removed from record within the existing data
processing system, but, there are 'numerous' glitches. Thus a PR can be
created, and then the PO, at which time the PR is deleted from the record.
One of the glitches is... that it loses PO's. Yeppa...they just go
''poof'', no record of them at all. So, when this happens..if you don't
have any backup information, you don't know what is and isn't out there.
I'm just trying to cover the our back door by creating our own tracking
system at the source of the purchasing process.
If anyone has any suggestions or ideas, I would truly appreciate hearing
them. If we could handle this replacement process automatically it would be
a very big help, and better insure that a deactivation is not overlooked.
Jan