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Hi, if you are good with MS Access , word and know how to do a bit of VBA, then this one is easy for you!
I've created a very simple database , but some of the backend functionality I cannot do, here's what I need:
So with this database, all data entry is on the client form. (don't worry about the little buttons)
There are only 2 functions that you need to code in:
1. Create Invoice (on the client form) and 2. Create word document (on the invoice form)
1. Create Invoice
a) Creates a new invoice
b) COPIES monthrecur and currentexpenses to invmonthrecur and invcurrentexpenses (nothing is deleted)
c) Add 13% to the total of invmonthrecur to invmonthrecur as "HST" in the description
d) Fills in clientID and name use on the invoice form
e) Generates an invoice number (takes the currentinvnumber from invnumbertemp table then adds a random number from 100 to 300 to it)
f) invoice date = now()
a) Saves the "currentinvnumber" in the invnumbertemp table and saves it as lastinvnumber. Then saves teh invoicenumber from the form as the currentinvnumber in the invnumbertemp.
3. Word merge
a) It's already 97% complete - I supply you with the word merge document and the word merge code and you put it in
If you are selected, I will send you the database, the word merge will be later on.
That's it! Probably no more than 2-3 hours of work.