how to put info in one form and have it go to another

[Stephanie53]

here is the delima...

I have one form where when a csutomer calls in our sales department will start to take their order..

Now how i need this flow to go is this way...

Customer calls in order...
Sales fills out the form and select the Main part (Hoses) and then need to select the addition parts as needed by the customer ..
After the sales dept created the assembly i need it to go to the Quote without prices except total price of everything.

How can i get it to go to the Quote in this manner?

If you need more info I will let you know..just ask away any question..



TIA!! Stephanie

[rpeare]

Why are you keeping the same information in two different tables. Can't you do it all in one table and simply have a toggle for what stage of the process the purchase order is in?

You should be able to keep your quotes and orders in the same table(s) and avoid having to copy the information to a second table.

[Stephanie53]

Because the sales department will get to see what the price is of each item for the hose..the Quote CAN NOT show every price to the Customer Per the Higher Ups in the company. And the company wants to see the breakdown on one form of the order for the Production Dept to process the order But that isnt needed for the customer to see..the customer only needs to see the Main Part (Hose) and the end fittings..then the total cost of production of that hose. Trust me ...this has become a nightmare but for now this is what they want..if this cant be done I need documentation that it cant be done somewhere....

TIA Stephanie

[rpeare]

just because your employees can see the quote, it doesn't mean that's what has to show to your customer. You can show or hide details depending on which form/report is opened so that only the information you want shows to any given audience.

Barring the use of a properly normalized structure you'd have to probably have to run a series of queries or VBA code to copy the information from one table to another or perhaps just the PK of the quote and any additional information that relates solely to an order. Without an example database to work with it's kind of hard to give you something better to go with but I would guess you want to maintain a relationship between the QUOTE and the ORDER so you can backtrack an order to a specific quote if need be.

[Stephanie53]

Ok then help in making sure that when they print or email the quote from Access how can the customer only see the TOTAL amount and not all the other amounts?

[rpeare]

I'd have to see the structure of your database to tell you that, but a report (invoice) only shows what you tell it to show, if you don't want detail lines to show you just make sure the detail section contains no information and that you have a total in your report footer or group footer that sums all the detail.

[Stephanie53]

ok i will have to come back to this part when i am ready for the answer it seems..i am trying to do this in my head and in paper before i start the connection between forms for it to flow properly as they requested...so I will select solve on this one until I have it properly ready for anyone to help me...just trying to stay ahead of the game :-)