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  1. #1
    otis is offline Novice
    Windows 7 64bit Access 2007
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    Post Setting up the below in a table using Access

    I am glad to be in this power forum among database wizard. I'll appreciate appreciate someone to help me find a solution to an individual life insurance database i am trying to set up up for a small business, but am really confuse about the below. A client pays every month for 5 years, and an insurance agent get 50% on each payment the client does for every month. How do i set up a table for each month payment, because the client is paying every month.



    See payment example below:

    Customer Name
    Month Paid for Amount Paid Salesman Commission (50%) on amount paid
    George Bush
    January 1, 2014 $100.00 $50.00
    George Bush
    February 1, 2014
    $100.00
    $50.00
    George Bush
    March 1, 2014
    $100.00
    $50.00
    George Bush April 1, 2014 $100.00 $50.00



    I'll really appreciate your help

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    May 2011
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    The Great Land
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    53,633
    Doesn't matter that the payment is the same every month, still need to enter record for each payment each month. This can be done with manual data entry into PaymentsReceived table or can use queries and/or VBA to batch create records each month for the recurring payments. Should probably include the agent ID in the record.

    What if customer continues but agent quits? The commission terminates as well?
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    otis is offline Novice
    Windows 7 64bit Access 2007
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    Nov 2014
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    21
    yes sure if the agent quit, the commission will go to the agent supervisor. Thanks, but i am confused how to get started with the table for the monthly paying. Can u give a clear example as to how this table will be built?

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    I don't know your data or business processes but the table you show looks like a good start, along with the suggestion already given. So what exactly are you confused about? Build table, enter data.

    Instead of the actual name in table, should probably just be a customer ID or account ID.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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