P
Paul Fenton
We have an application where the user enters a list of tasks to be
performed in the customer's construction project. Most tasks have a
payment due when it's finished. They use a form that looks like this:
CLIENT: Jones
TASK DUE DATE PMT DUE PAID
Inspection 1/1/05 $1,000.00 No
Order 1/2/05 0
Delivery 1/5/05 $5,000.00 No
Completion 1/10/05 $1,000.00 No
etc.
TOTAL DUE THIS CLIENT: $7,000.00
On occasion, after a job has started, we give the customer a refund
(Credit) for some reason. The Boss wants that refund to be entered as
a new task "Credit Addendum" and as a negative amount so that the
total amount due is adjusted downward by the amount of the credit.
Furthermore, he wants the credit amount to be deducted from any
outstanding balance due amounts. For instance, in the example above,
if a credit for $1,500.00 was issued for this client, the record would
look something like this:
TASK DUE DATE PMT DUE PAID
Inspection 1/1/05 $1,000.00 Yes
Order 1/2/05 0
Delivery 1/5/05 $4,500.00 Partial
Completion 1/10/05 $1,000.00 No
Credit 1/8/05 ($1,500.00) Yes
TOTAL DUE THIS CLIENT: $5,500.00
What's the best way to move through the client's task records
adjusting each one until the total amount of the credit addendum has
been used up and do this while the user's still in the form?
Paul Fenton
(e-mail address removed)
performed in the customer's construction project. Most tasks have a
payment due when it's finished. They use a form that looks like this:
CLIENT: Jones
TASK DUE DATE PMT DUE PAID
Inspection 1/1/05 $1,000.00 No
Order 1/2/05 0
Delivery 1/5/05 $5,000.00 No
Completion 1/10/05 $1,000.00 No
etc.
TOTAL DUE THIS CLIENT: $7,000.00
On occasion, after a job has started, we give the customer a refund
(Credit) for some reason. The Boss wants that refund to be entered as
a new task "Credit Addendum" and as a negative amount so that the
total amount due is adjusted downward by the amount of the credit.
Furthermore, he wants the credit amount to be deducted from any
outstanding balance due amounts. For instance, in the example above,
if a credit for $1,500.00 was issued for this client, the record would
look something like this:
TASK DUE DATE PMT DUE PAID
Inspection 1/1/05 $1,000.00 Yes
Order 1/2/05 0
Delivery 1/5/05 $4,500.00 Partial
Completion 1/10/05 $1,000.00 No
Credit 1/8/05 ($1,500.00) Yes
TOTAL DUE THIS CLIENT: $5,500.00
What's the best way to move through the client's task records
adjusting each one until the total amount of the credit addendum has
been used up and do this while the user's still in the form?
Paul Fenton
(e-mail address removed)