how can I track my purchase requisitions and monitor my budget?

[E Carter 2]

Starting out this fiscal year, I want to keep a running total of purchase
orders at work while simultaneously monitoring my department budget. I have
the beginning budget in excel with current amounts in each account. I want
to process purchase requisitions in a way that it keeps a running count of
funds used and provide a weekly budget report for each account. Is there a
way to set this up in access or excel so that I can keep track of my
department funds as well as purchase requisitions that have been submitted?

 

[Sprinks]

Conceptually, yes, you can do that in Access. You will tables--Company, PO,
Accounts, etc. Each PO record will need an AccountID, and a StatusID that
distinguishes between the various states--requisitioned, approved, etc. A
Totals query can calculate the aggregate amounts Grouped By each account.

However, you can certainly do this easily in Excel as well. Which tool you
use depends on your or your employees' level of expertise in Access, how
sophisticated your reports need to be, whether you intend this as an entire
PO generation & tracking system, or just a budgeting & management tool, etc.
For example, do you
want to print PO's from the system? This is more easily done in Access
using a pre-defined report.

With more detail about the tasks you're looking to do, I and others could be
more helpful.


Sprinks