Hi John, thank you for responding. I would like to create a filter for new
records coming in based on AddedDt

and then I would like to somehow link all data associated with the
CustomerID & CustomerName to pull thru as well?

Example: AddedDt = 2010-03
EffQtr CustomerID CustomerName Event InvoiceAmt
AnnualFees
2010-2 124 Customer A Renewal 2 $1200
$1200


Historical data
Example: AddedDt = 2010-03
EffQtr CustomerID CustomerName Event InvoiceAmt
AnnualFees
2008-1 124 Customer A New $1200
$1200
2009-1 124 Customer A Renewal $xxx
$xxxx



--
Thank you in advance!!!!


"John W. Vinson" wrote:

On Wed, 31 Mar 2010 08:09:01 -0700, daisy
wrote:

Hi John, Maybe this will help. I'm not sure how to build this form with
criteria before the month I've just added?

Here's my table structure
EffQtr
EffYear
OrigDt
Region
CustomerID
CustomerName
DealStDt
DealEndDt
Event
InvoiceAmt
ListAmt
LocalAmt
AnnualFees
AddedDt

Looks like you have a lot of date or date-related fields: EffQtr, EffYr,
OrigDt, DealStDt, DealEndDt, AddedDt. Which of these do you want to use as a
criterion - AddedDt? And what do you mean by "build the form with criteria
before the month"???? Example please!
--

John W. Vinson [MVP]
.