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Marcelino Sanchez 
     
4 years ago
I created a database for our Administrator to help track the employee's Medical Allowance Benefit. Each employee starts off with a certain $ amount on their work anniversary date. Throughout the course of the year an employee may request a reimbursement for any out of pocket medical expenses, which is deducted from the balance of thier allocate amount. Whatever amount is not used/requested by the employee prior to their next anniversary date needs to zero out. In other words, any unused balance does not roll-over into the next year. Thank you in advance for your assistance. Have a blessed day.
Dan Jackson  @Reply  
            
4 years ago
So. . . For Example

Starting Balance = $500
Month 1 = $600
Month 2 = $700
Month 3 = $800
And so on. . .

I'm assuming you have a field for Starting Balance and a separate Field for total Amount Accrued? If so, how about a button with an onclick event which resets the total amount?

Private Sub ResetButton_Click()

    [TotalField] = [StartingBalanceField]

End Sub
Kevin Robertson  @Reply  
          
4 years ago
You could also build an Update Query and have it run whenever the database starts up.
Also covered in Access Expert 13.
Marcelino Sanchez OP  @Reply  
     
4 years ago
Thanks for the quick response guys.

Dan to answer your question I do have a Start Balance Currency field in my EmployeeT.

I then created a separate table (MedicalBenefitT) to track the employee's Reimbursement Request and Date Paid. The table has the following fields: TransID, EmployeeID, RequestDate, RequestAmount, RequestType, PaymentDate, AmountPaid, and a IsPaid (Yes/No).

I then created a query (MedicalPaymentQ) using both the EmployeeT & MedicalBenefitT tables as a source for my MedicalBenefitsF (Main form) and the MedicalSheet (Subform) to enter Employee Reimbursement transactions.

I added 2 calculated fields in the footer of my subform: The first is my Total Reimburse with the following Control Source: =Sum([AmountPaid]) and the second calculates the Balance Remaining of the Benefit.

So for example... An employee's has a Starting Balance is $2000. Everytime the employee submits a request for reimburse a transaction is added to the system and whatever amount was paid to the employee, that amount automatically decreases the Starting Balance.  The system is working fine; however, the Administrator now wants to know if the database to automatically reset whatever the remaining balance is in the calculated field to $0.00 on the Anniversary Date every year, since this benefit does not roll-over. I hope this help clear things up. Again thank you all for your input.

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