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4/23/2010 2:51:00 PM
Access Work Order Seminar
By Richard Rost   Richard Rost on Facebook Richard Rost on Twitter Richard Rost on Google Plus Richard Rost on LinkedIn Email Richard Rost

 
Microsoft Access Work Order Seminar
Build a Database to Run Your Service Business
12.5 Hours

Although the title of this course says "Work Order Seminar," it's much more than that. You will learn everything you need to build a database to run a service-oriented business using Microsoft Access.

This seminar has several main goals. You will:

1. Track customers with multiple locations
2. Generate work orders with unlimited categories
3. Schedule employees and subcontractors, avoiding conflicts
4. Track job costs, including materials and labor
5. Invoice your customers, and calculate sales tax
6. Design a comprehensive Search Form to find records
7. Create printable reports for your business

Click here for more information

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Course Link: Access Work Order Seminar
Page Tag: whatsnew
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Purchase Order Comment from Shallena A @ 5/1/2017
I have spent a week trying to figure this out. I am looking for any suggestions on the direction i should take to accomplish what i am trying to do.

I get a Purchase Order with a list of things to complete - some are tower and some are Civil(ground) and I have an "other" category.  I have to assign each of the items (there could be 20 or more items on the list).  So I enter what type of work each one is.  Then i go to my schedule table to schedule the worker.    
Job Form
JobID PO ID Service Code Service Description Unit Price UOM QTY Line Total  Work Type ScheduleID
111 57 AN03 GPS/BCCH Antenna Install 100 EA 1 100 Civil 10
112 57 AN12 Downtilt/Azimuth Change 200 EA 1 200 Tower 9
        
   I come to this Form and assign a time frame for the job and a subcontractor to the work type.        
Schedule Form
JobID ScheduledID Scheduled Date PO ID Job Number Subcontractor ID start date end date WorkTypeID
112 9 1-May 57 IL12345 Johny Subcontractor 15-May 20-May Tower
111 10 1-May 57 IL12345 In House 10-May 17-May Civil
The problem I am having is relating these tables together so that I can give each sub a work order only for their portion of the job and then a Purchase Order with their pricing. The JobID will only come over to the Schedule Table for the first JobID.   Right now i am opening the ScheduleF from my main PurchaseOrder page so it pulls all of the job items over and puts the POID on each item.  But I cant get the JobID onto the Schedule Form and/or the ScheduleID onto the Job Form.   And then....  i am not sure if i will be able to keep everyone separate for giving out work orders and for sending Purchase Orders and paying out each part of the job properly.          
Thank you so much in advance for any help, Shallena
Show Just This Thread        Post Reply
Purchase Order Comment from Shallena Ayers @ 5/1/2017
I submitted a question about my issue relating my work order table and schedule table.  I thought a visual might help.
Job Form  Job Table I get a Purchase Order with a list of things to complete - some are tower and some are Civil(ground) and I have an "other" category.  I have to assign each of the items (there could be 20 or more items on the list).  So I enter what type of work each one is.  Then i go to my schedule table to schedule the worker.      
JobID PO ID Service Code Service Description Unit Price UOM QTY Line Total  Work Type ScheduleID
111 57 AN03 GPS/BCCH Antenna Install 149.63 EA 1 149.63 Civil 10
112 57 AN12 Downtilt/Azimuth Change 731.5 EA 1 731.5 Tower 9
        
   I come to this Form and assign a time frame for the job and a subcontractor to the work type.        
Schedule Form        
JobID ScheduledID Scheduled Date PO ID Job Number Subcontractor ID start date end date WorkTypeID
112 9 1-May 57 IL12345 Johny Subcontractor 15-May 20-May Tower
111 10 1-May 57 IL12345 In House 10-May 17-May Civil
        
        
The problem I am having is relating these tables together so that I can give each sub a work order only for their portion of the job and then a Purchase Order with their pricing. The JobID will only come over to the Schedule Table for the first JobID.   Right now i am opening the ScheduleF from my main PurchaseOrder page so it pulls all of the job items over and puts the POID on each item.  But I cant get the JobID onto the Schedule Form and/or the ScheduleID onto the Job Form.   And then....  i am not sure if i will be able to keep everyone separate for giving out work orders and for sending Purchase Orders and paying out each part of the job properly.          



Reply from Alex Hedley:

You have the 'SubcontractorID' base your Reports on that, you could group them by JobID/ScheduledID etc
Show Just This Thread        Post Reply
Purchase Order Comment from Shallena Ayers @ 4/29/2017
Hi Richard,  In my database i am building with  you I receive a Purchase Order from my customer... The purchase order has a list of services they need done (lets say there are 4 services... 2 tower and 2 ground type services). I enter each service into my Jobsite Total form (where you made the materials form). so i dropdown box and add each requested service with the associated price and add it to my work order. I mark each service as either a Ground Type Service or a Tower type Service. Then... i hit my Schedule Subs button which takes me to the Schedule Form that you created... and I assign a subcontractor to do the tower work and a subcontractor to do the ground work. (the same sub may do both parts of the job).  I need to be able to issue a work order to 2 different subs for the same work order... one subcontractor will do the tower work and one will do the ground work. I then need to pay each of them for their part of the work.  I have been making a serious mess of this database trying to figure out the best way to do this. My flow right now is to enter the jobsite services that have been requested... schedule the subs for each part of the job... then click a button to print a Work Order to give to each of my subs.... that contains only their part of the work and the pricing they will be paid.  I have been going back and forth with sections where you create an invoice and schedule workers and use RecordSets... I am hoping you can give me some advice on the best/easiest way to accomplish what I want to do.  If there is a video that will show me how to do what i want I am happy to purchase it... i am at the point where everything i am doing is just messing up what i have already done.... i keep telling myself STOP TOUCHING IT!  But I dont listen.  If you could point me in the right direction i would be so happy and grateful!  Thank you in advance, Shallena


Reply from Alex Hedley:

Sounds like you have most of it already set up.
Create a Query that gets the assigned services based on the assigned user and base a report on that, you can then print it out.
Show Just This Thread        Post Reply

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