T
Travis
I regularly have to enter data into a database which comes in a fixed
order.
The statement from payer1 for November might be something like this:
Jones $1.25
Blake $2.50
Hu $0.50
Ferrano $2.00
O'Mally $1.60
And December would be similar, but the amounts different:
Jones $1.35
Blake $2.70
Hu $0.45
Ferrano $1.90
O'Mally $1.80
And so on. There would be multiple payers (the application is for the
entering of commissions data from managed funds, I'm a fee for service
financial planner and I rebate commissions back to clients), so I'd
want to have a form which enables me to select the payer and a subform
which would enable me to enter the commissions from that payer against
the clients.
Setting up a continuous form where I would enter the names and then the
amounts would be easy, but since the forms tend to have the same people
in the same order *most* of the time, it would be helpful if I could
have a form which copies the last records from that payer so I don't
have to enter the names again and I'll just enter the monthly
commission payments, tabbing to the next record.
However since I do have new clients coming in, and since sometimes
clients get rid of particular funds, the order of the clients in the
form can not be hard wired in. I could however enter the clients into
an editable lookup table to change the order over time.
Any suggestions or articles I could look at which would help make this
repetitive task more efficient?
Travis
order.
The statement from payer1 for November might be something like this:
Jones $1.25
Blake $2.50
Hu $0.50
Ferrano $2.00
O'Mally $1.60
And December would be similar, but the amounts different:
Jones $1.35
Blake $2.70
Hu $0.45
Ferrano $1.90
O'Mally $1.80
And so on. There would be multiple payers (the application is for the
entering of commissions data from managed funds, I'm a fee for service
financial planner and I rebate commissions back to clients), so I'd
want to have a form which enables me to select the payer and a subform
which would enable me to enter the commissions from that payer against
the clients.
Setting up a continuous form where I would enter the names and then the
amounts would be easy, but since the forms tend to have the same people
in the same order *most* of the time, it would be helpful if I could
have a form which copies the last records from that payer so I don't
have to enter the names again and I'll just enter the monthly
commission payments, tabbing to the next record.
However since I do have new clients coming in, and since sometimes
clients get rid of particular funds, the order of the clients in the
form can not be hard wired in. I could however enter the clients into
an editable lookup table to change the order over time.
Any suggestions or articles I could look at which would help make this
repetitive task more efficient?
Travis