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  1. #1
    PinkfudgeDebs is offline Novice
    Windows 10 Access 2016
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    Oct 2017
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    Access 2016-'Product Inventory' templ db-add multiple contacts & del addr's to 'Customer' form

    Hi All, would really appreciate any Help! - although not a complete novice, am still learning and appreciate have a very long way to go?!



    Created db using Access 2016 'Product Inventory' template database (will split and upload to SharePoint, create UI via saved, local copies)

    My Problem:
    'CustomerDetails'
    form
    (used for Company Details) have all relationships & queries pre-built (orders, invoices, inventory etc and everything works great) my problem is as follows:

    The form does not allow for multiple contact details or delivery addresses..

    Any thoughts please on how (or whether) I could do this (bearing in mind I am using an Access 2016 database template for a reason?!

    Any help much appreciated!
    Debs

  2. #2
    June7's Avatar
    June7 is online now VIP
    Windows 10 Access 2010 32bit
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    May 2011
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    The Great Land
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    52,929
    You want unlimited multiple contacts for each company? Build a related table and subform.
    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
    PinkfudgeDebs is offline Novice
    Windows 10 Access 2016
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    Oct 2017
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    Thanks June7,

    Okay, had a feeling that was the way to go....can't seem to get my head around how to do it though?!

    Existing form:
    Click image for larger version. 

Name:	CustomerDetails Form.png 
Views:	10 
Size:	69.3 KB 
ID:	31965


    My thoughts:

    1 - Create new 'Contacts' table
    Fields: Company, Company ID, FirstName, LastName, Email, Title/Dept, Mobile, BusinessPhone,

    2 - Create 'Contacts' Form
    Insert query to 'Lookup' field for 'Company & ID' from 'Customers' table with expression to 'enter new' if not existing

    3 - Create new 'DeliveryAddress' Table
    Fields:
    Company, Company ID
    , Address, City, County, Country, PostCode

    4 - Create new 'DeliveryAddress' Form
    Insert query to 'Lookup' field for 'Company & ID' from 'Customers' table with expression to 'enter new' if not existing
    Insert query to 'Lookup' field for 'DeliveryAddress' from 'Customers' table with expression to 'enter new' if not existing

    The above said,.....unsure as to how to formulate the queries and then how to get this data to populate the 'Customers' table as a single record?

    If someone would be generous enough to tell me if I'm on the right track and the provide some (in 'idiot speak please) some help on HOW to achieve, I would be incredibly grateful!!

    Many, many thanks
    Debs
    Attached Thumbnails Attached Thumbnails CustomerDetails Form.png  

  4. #4
    June7's Avatar
    June7 is online now VIP
    Windows 10 Access 2010 32bit
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    The Great Land
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    DeliveryAddress table would have CompanyID field, not Company field as that duplicates data.

    They would not be a 'single' record. Use a form/subform arrangement. Main form for the customer/company and a subform to enter its associated contact/address records.

    On an Order, use combobox to select company/customer then another combobox to select contact/address. Might want to utilize cascading/dependent comboboxes.
    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.

  5. #5
    PinkfudgeDebs is offline Novice
    Windows 10 Access 2016
    Join Date
    Oct 2017
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    7
    Hi June7,

    Huge Thank you for taking the time to have another look into my problem!

    Will attempt to give it a go using your advice and see how I get on, as you know my knowledge base is somewhat limited to say the least........here's keeping my fingers crossed.... may take me a while!

    Huge thanks once again!
    Debs

  6. #6
    PinkfudgeDebs is offline Novice
    Windows 10 Access 2016
    Join Date
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    .....and DONE!!!!

    Just wanted to say a huge thank you June7, cannot express enough how grateful I am.

    HUGE THANKS
    Debs

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