Originally Posted by
neilsolaris
The first one is to create a PDF file named Remittance Advice or Self Billing Invoice (depending if they have a VAT number or not), and for the PDF files to contain all the information that I entered relating to the player's particular job. This includes VAT number, title, invoice or ref number, player's name and address, today's date, description of job & payment date, fee, travel, porterage etc, net total, vat, total gross. The next process is attaching these PDF files to personalized emails in Outlook and sending.
Broadly speaking, what would be the most efficient way to achieve this with Access? With Excel, I simply insert the data into another worksheet in the relevant cells. Things like the logo and page footer stay constant. With access, would I need to do it as a report? Or could I send each entry straight to Excel to convert to PDF from there?
I would create a report, then output the report in PDF format - skip Excel altogether.
Originally Posted by
neilsolaris
One other automated procedure I have on Excel is this. The M.D. emails me an excel file (his version) of the player payments, which I can mostly copy and paste to my file. I enter the player names by reference to their unique player code. Then I set his player names and net totals alongside my record, and I have a VBA code to show in red any differences, so I know if there have been any mistakes. Often he abbreviates names, so they come up in red, but at least I feel safer having checked. So my question is, can such a safety system as this work in Access, or should stick to Excel for this?
I set up a form on Access for entering the player job details, but I find this much slower than copying and pasting in Excel. Is it easily possible to import the data from Excel to Access, and add it to existing records?
Yes, it is possible to import an Excel spreadsheet into Access. You could set up conditional formatting or use code to do the checks and notify you somehow. Depends on how you want to do it.
I modified your code a little (couldn't resist)
Code:
Private Sub Save_Click()
Dim a As Integer
Dim pc As String
Dim test As String
If Len(Me.Business_Name & "") = 0 Then
Business_Name = Me.First_Name & " " & Me.Surname
End If
If Len(Me.Player_Code & "") = 0 Then
For a = 1 To 50
pc = UCase(Left(Me.Surname, 3)) & Right("00000" & a, 3)
test = DCount("Player_Code", "T_MusiciansDetails", "[Player_Code] = '" & pc & "'")
If test = 0 Then
Exit For
End If
Next a
Me.Player_Code = pc
End If
End Sub