Replace existing transactions with a balance forward summary

[DavidWrightSr]

I am trying to create a query which will produce the sum of a customer's transactions prior to a given date which I will then need to replace each selected customer's data with the results of the query as 'Balance Forward'. I have had no luck creating the query and no idea how to insert the new data.

There are two tables, a customer table with field CUST_NUM linked to a transaction table using field ACCTNO. The cutoff date would come from a third table set at execution time.

I would greatly appreciate any help in setting this up.

Other fields which would have to be not added in the replaced record are DESC, TDATE, TAMOUNT and TAX.

David Wright Sr.

[andy49]

You might want to consider renaming field desc as it's a key word in sql.


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[Bob Fitz]

Perhaps you could do this with a "Totals" query with criteria set on the TDATE column