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Sales Tax Rate Change
Ben Egle 
     
15 months ago
How can I change the sales tax rate without changing the rate on previous orders?
Currently, the sales tax is calculated using a query. When I change the rate it also changes all of my old invoices.
Kevin Robertson  @Reply  
           
15 months ago
In Richard's classes Sale Tax Rate is stored in up to 4 places:
    - Customer Table (each customer can have their own rate)
    - Product Table (each product can have its own rate)
    - Order Table (Rate for entire order - previous orders unaffected by change)
    - Order Detail Table (Rate for each line item - detail items on previous orders unaffected by change)
Sami Shamma  @Reply  
             
15 months ago
Please be more specific. See Rule #2. Show your table in design view as well as the query that does the calculations.
John Davy  @Reply  
         
15 months ago
Hi Ben, In Richard's Invoicing video Extended Cut he chooses products (to prevent the very issue that you have encountered). Watch the video to see how he selects products for the invoice.  John
Richard Rost  @Reply  
          
15 months ago
Like the other guys have said, you have to copy the rate to the order itself. This way older orders aren't affected.

Access Expert 22
Invoicing - extended cut
Thomas Gonder  @Reply  
      
15 months ago
This concept applies to many types of historical data based on transaction processing. Always consider how future events might affect your data. Not just sales tax; how about the address an order was shipped to?

After the customer moves, and you change their address (hopefully not in the customer record itself) how will you know where it was shipped? Did you put the full address in the order? It works, but equally bad design. You need an address table and you only store the ID in the order, invoice, customer, etc. tables. Likewise, you do have a tax table right? You create a new tax record when the rate changes, you just don't change the tax in the existing record.

Thomas Gonder  @Reply  
      
15 months ago

Thomas Gonder  @Reply  
      
15 months ago
The above image is what I consider a well-designed address form. A family of n people can share this address. N families can live in the building. One can easily view or share mapping coordinates. When a family moves, you do not change this address record. You use a new one. Why? Well, the building hasn't moved, has it?

Since Richard likes to share histories, this particular place (my college pad) is where Advanced Data Business Systems (ADBS) started 44 years ago. I had graduated from university, was at my third job, and at night was designing my rapid application development (RAD) software. On paper, since IBM PCs weren't out yet.

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