Results 1 to 8 of 8
  1. #1
    Join Date
    Sep 2008
    Posts
    101

    Unanswered: How to create form & subsform containing detail (was "Help again....")

    hi, im still looking for help on my last thread but i got another problem....im looking to setup a form containing customers details, but also show a subform in table sheet format which shows sales made for the customer, so every customer record has a sub record which shows any sales activity?
    then i can create reports etc showing the amount of sales made for that month and the value of the sales
    thanks

  2. #2
    Join Date
    Nov 2007
    Location
    Adelaide, South Australia
    Posts
    4,049
    Cool.

    And you are stuck.... where?
    Owner and Manager of
    CypherBYTE, Microsoft Access Development Specialists.
    Microsoft Access MCP.
    And all around nice guy!


    "Heck it's something understood by accountants ... so it can't be 'that' difficult..." -- Healdem
    "...teach a man to code and he'll be frustrated for life! " -- georgev

  3. #3
    Join Date
    Sep 2008
    Posts
    101
    im a bit lost on how i would have a seperate subform table which only shows the sub records for the main forms records.....i.e. i have a record of a customer and then a sub record which holds sales activity for that customer only. so when i scorll to the next record it has no activity in its subform unless i add sales to the subform.

  4. #4
    Join Date
    Jun 2005
    Location
    Richmond, Virginia USA
    Posts
    2,763
    Provided Answers: 19
    Just as a rough idea, fields for your two tables

    CustomerTable

    CustomerID
    CustomerName
    Phone
    Address

    SalesTable
    CustomerID
    OrderID
    OrderDate

    1. Do up a form in Datasheet View for the SalesTable
    2. Go into Design View for your Customer Form
    3. Add a Subform control from the objects toolbar
    4. Access will ask whether you what Table/Query or a Form to use
    5. Select your Sales form

    Access will then "connect" the form/subform thru the CustomerID field.

    Now when you move from customer to customer on the main form, the subform will automatically change to the sales record for the given customer.

    In this scenario if multiple items could be included in a single "sales" typically you would have a subform of the subform, an "Items" subform with a record for each "item" for a particular "sales." In this case the "Items Table" would include an OrderID field, like the sales table does, and this would be the field that connects the "sales" and the "items" in that sales.
    Last edited by Missinglinq; 03-09-09 at 08:33.
    Hope this helps!

    The problem with making anything foolproof...is that fools are so darn ingenious!

    All posts/responses based on Access 2003/2007

  5. #5
    Join Date
    Sep 2008
    Posts
    101
    thanks very much missinglinq appreciate it

  6. #6
    Join Date
    Jun 2005
    Location
    Richmond, Virginia USA
    Posts
    2,763
    Provided Answers: 19
    Glad we could help!
    Hope this helps!

    The problem with making anything foolproof...is that fools are so darn ingenious!

    All posts/responses based on Access 2003/2007

  7. #7
    Join Date
    Sep 2008
    Posts
    101
    another question about this...with the subform within a subform you mentioned, say for example i had an order id, how would i get it to open when i double click the order id and then for it to show all the sales thats been made for that order id, cheers missinglinq

  8. #8
    Join Date
    Sep 2008
    Posts
    101
    any help appreciated, i noticed you could do it on the service tracking template
    cheers

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •