Assign Orders to Projects for Budgeting

In this video, I'm going to show you how to set up relationships between three tables. We already have a database with customers and orders. We're going to add a projects table for budgeting. Each customer has multiple projects. Every invoice is billed to a project. This now becomes a database with relationships between three tables.

Will from Everett, Washington (a Platinum Member) asks: In my business, we have customers. Customers have projects. Orders must be assigned to a project for budgeting purposes. I see in your Invoicing database how you can assign an order to a customer, but how could I assign that to a project instead? I don't understand how I can then tell what customer the order belongs to. I'm confused. How can I get the CustomerID into the order table if the order is assigned to a project?

Members

Members will learn how to show only projects for the current customer in the order form combo box. We'll display the budget info on the project form and show the budget remaining on the order form. We'll also discuss instances when you might want to store that CustomerID in the order table as well as the ProjectID (a little Database Theory 101 for you today).

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•  Database Download - Gold

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Pre-Requisites

• Invoicing: https://599cd.com/Invoicing
• Intro to VBA: https://599cd.com/IntroVBA

Recommended Course

• Access Fiscal Year Seminar: https://599cd.com/Fiscal

Links

• Relationships: https://599cd.com/Relationships
• Aggregate Query: https://599cd.com/Aggregate
• Open Form: https://599cd.com/OpenFormSpecific
• Enter Parameter Value: https://599cd.com/EPV
• Relational Combo: https://599cd.com/Relational
• Value From a Form: https://599cd.com/FormName
• Calhoun Tubbs: https://www.youtube.com/watch?v=IHnP7Rk6wFM
• Outer Joins: https://599cd.com/OuterJoin
• NZ Function: https://599cd.com/nz
• Cascading: https://599cd.com/Cascading
• Access SQL Seminars: https://599cd.com/SQL

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Keywords

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