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Quarterly Sales Planner
Brent Davis 
     
3 years ago
Hello All!  I am trying to create a quarterly sales planner. I have a customer list and a zone list(territory made up of zones). I want to be able to have a main form(single form) that has a sales call date and a combo box for the zone.  I want a subform (continuous form) with the customers based on the value in the zone combo box and i would like to be able to select the customers i want on a particular day. My issue is this: Some customers can be on multiple days in the plan, i.e. ABC Co can be in April, May, & June. Others only once maybe twice. However, when I select them with a isselected yes/no box on the continuos form on day 1 for say zone OCS, then go to day 30, zone OCS, and select different customers, it erases the customers on day one. The final result I am looking for is a report that lists each day and the customers and zone associated with that day.

I have watched the Cascade combo boxes videos, groups videos, and Google searches but I haven't been able to find a solution.  I made a work around with a salesplanT and a salesplandetailT and can get it to make the plan but it does not filter the customers based on the zone. I just have a combo box in the subform that just gives me all the customers in my database and I can chose the customers.

I know just enough about Access and VBA to be dangerous and the DB I have created is entirely built watching Richard's videos.  I am sure there is an easy fix but I am at a loss to what it is.

Any assistance is appreciated.

Brent - OKC
Brent Davis OP  @Reply  
     
3 years ago
Also, there may be 30 or 40 customers in a zone and I may only want to select 5 or 6 for a particular day. On the report I only want the customers selected to populate.
Brent Davis OP  @Reply  
     
3 years ago
Solved the issue. Changed the row source sql in the subform combo box to filter based on the main form combo box. Works like a charm.
Brent Davis OP  @Reply  
     
3 years ago
And put subform combo box requery in the main form combo box!

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