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  1. #1
    PhaerieTail is offline Novice
    Windows 10 Access 2016
    Join Date
    Apr 2022
    Posts
    10

    Question Unpaid Balances - How To? Suggestions?

    Hello all! I've posted a bit before asking really dumb questions and y'all have been so nice and helpful, so we're going for it again!



    I do the office work for a service company - HVAC, plumbing, electric, etc - and I'm working on making a database of jobs and customers so we can have some more organization. I'm aware that my knowledge of Access is extremely limited, and I have a bunch of really helpful tutorials and resources to play with later this week, but I need to make a proof of concept to justify spending that time learning the program. The last thing I need is a form displaying jobs with unpaid balances.

    Please ask for any additional information that I may have missed; I'm not familiar enough yet to identify all the information you may need to help me out.

    I currently have a table of Jobs, Customers, and Payments. I have a query that adds the payments together and displays in a Jobs Detail form what the remaining balance is of the job. What I need is a way to display all jobs with unpaid invoices. I've got one working now with jobs with partially paid invoices - it seems to be pulling the information from the Payments table, so it doesn't include jobs with no payment entry made yet.

    This is an example of what I have:
    Invoice Amount Payment Balance
    AZ1001 500 250 250
    AZ1002 1,000 800 200
    AZ1003 250 150 100

    But AZ1004, which has an amount of $2,000 and no payment made, doesn't display at all.

    Here is an example of what I'm needing:
    Invoice Amount Payment Balance
    AZ1001 500 250 250
    AZ1002 1,000 800 200
    AZ1003 250 150 100
    AZ1004 2,000 0 2,000


    I don't expect to have issues creating the form once I have the information populating, and I've figured out how to only show records with balances greater than 0, but I just can't seem to figure out how to make it pull all records, even if they don't have an entry on my Payments table. Does anyone have an idea for phrasing to google or a suggestion for how to make this work?

  2. #2
    Micron is offline Virtually Inert Person
    Windows 10 Access 2016
    Join Date
    Jun 2014
    Location
    Ontario, Canada
    Posts
    12,801
    A query for this would require an outer join. Put the required tables into a new query and make your usual join(s) and don't include tables you don't need. Double click on join line(s) and read what it says in the resulting dialog box that presents 3 options and see if you can make sense of what it says. Or ask Google "ms access return records from joined tables that have no records" or similar wording.
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

  3. #3
    Micron is offline Virtually Inert Person
    Windows 10 Access 2016
    Join Date
    Jun 2014
    Location
    Ontario, Canada
    Posts
    12,801
    A query for this would require an outer join. Put the required tables into a new query and make your usual join(s) and don't include tables you don't need. Double click on join line(s) and read what it says in the resulting dialog box that presents 3 options and see if you can make sense of what it says. Or ask Google "ms access return records from joined tables that have no records" or similar wording.
    EDIT -
    perhaps another approach is to default to 0 payment field to 0 where no payment has been made. Then you'll have a record regardless, but might have to tweak existing queries to values > 0
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

  4. #4
    PhaerieTail is offline Novice
    Windows 10 Access 2016
    Join Date
    Apr 2022
    Posts
    10
    That phrase is exactly what I needed to start figuring this out - thank you so much! I found a quick primer on joins!

  5. #5
    Micron is offline Virtually Inert Person
    Windows 10 Access 2016
    Join Date
    Jun 2014
    Location
    Ontario, Canada
    Posts
    12,801
    I greatly admire your willingness to put work into this. So many want everything handed to them, and some have the audacity to claim they can't figure out a search term, yet they can create a thread title for what they want.
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

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

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