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Order entry system
Marko Dowgal 
      
3 years ago
I've completed all the lessons through ACD 9 Lesson 1.  I see that ACD22 covers applying payments to open invoices but it's based on the blank db template.  Richard has created a great invoice in the order entry db that shows payments.  My question is how would you create a report like a customer statement that shows all orders and all payments?  Is that specifically covered in another lesson or do we just try to apply different pieces of coding we learn to accomplish this? It seems like we go into another database type "Test Taker" but do we ever come back to this and learn how to generate a history statement on this Order Entry database?  I'm asking because I don't want to spend a ton of time trying to figure this out if it's already covered in a lesson that I just haven't taken yet.
Kevin Robertson  @Reply  
          
3 years ago
You could use a Grouping level in the report for the order (grouped on OrderID) and show the payments for each order in the Detail section.
Marko Dowgal OP  @Reply  
      
3 years ago
Yes, I agree but my question was does Richard ever come back and cover this specifically in the remaining lessons?  In addition to grouping, there's also the running balances.  It's a complex report and was curious if Richard addresses this specifically in a future lesson as anybody who has customers will always need a report of a customer's order history and payments for statements.
Marko Dowgal OP  @Reply  
      
3 years ago
I think I may have figured it out but would appreciate any comments anybody has.  I believe the customer account statement would work by combining the order entry system and the concepts from the check register TechHelp video.  Thinking like an accountant, instead of "check register", you create a General Journal table like GenJournalT.  From there you encode an SQL function "INSERT INTO" within the AfterUpdate VBA of the payment form created in ACD 7 that takes details from the payment entered and inserts the relevant data into the general journal table as a credit.  The orders (invoices) themselves would be debits inserted upon saving the OrderF (Invoice).  A statement then becomes a report based on a query on CustomerID with DSums for debits/credits and a running balance.  I'm trying to use all my legos I have so far, can anybody comment on this?

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