A Microsoft Office (Excel, Word) forum. OfficeFrustration

If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below.

Go Back   Home » OfficeFrustration forum » Microsoft Access » Database Design
Site Map Home Register Authors List Search Today's Posts Mark Forums Read  

Calendar



 
 
Thread Tools Display Modes
  #1  
Old February 12th, 2009, 05:48 AM posted to microsoft.public.access.tablesdbdesign
LTOSH
external usenet poster
 
Posts: 63
Default Calendar

How and/or where can I add a Calendar to my database so that I can manage
clients/appointments, bill due dates and notices? Is there
something/somewhere i can download a template for this purpose and add to my
database?

Thanks,
LTOSH
  #2  
Old February 12th, 2009, 06:28 AM posted to microsoft.public.access.tablesdbdesign
Allen Browne
external usenet poster
 
Posts: 11,706
Default Calendar

Hmm: I'm not sure there is a one-size-fits-all solution for this.

You will need to think very specifically about what you need to achieve
here, and set up the tables and relationships according. Then you can begin
to think about how to best interface this with forms and subforms, and how
to print out reports.

Examples of things to think about:

- What is an 'appointment'? What does it involve, e.g. exactly one staff
member + exactly one client? Or could there be times when an appointment
involves multple staff members and/or multiple clients? (This will affect
the way you tie appointments to your table of clients, and whether employees
may need to be recorded in the same table as clients but marked with a
special role.)

- Do you need to differentiate between what's scheduled and what actually
occurred? There is a difference (e.g. when a client doesn't show, or when 5
clients were scheduled for meeting, but fewer/more actually turned up.)

- Do you need to handle recurring appointments? With varying frequencies?
And perhaps no termination date?

- Would it be better to do this with a shared Outlook/Exchange calendar, or
to do it in Access?

- How is your billing organised? Separate invoice for each appointment, or
periodic billing (e.g. for all uninvoiced appointments in a month/quarter)?

- Is the basis of billing purely the hourly rate of the people involved? Or
is there more to it, so that the database cannot batch these automatically
and they must be entered manually?

- Do you need to track payments received as well as billed? Taxes included?
Periodic statements? Or do you need to export something in a format that
your accounting program can invoice? (You certainly don't want to write an
entire accounting program in Access.)

Hopefully some of those questions will help you to think clearly about this.

--
Allen Browne - Microsoft MVP. Perth, Western Australia
Tips for Access users - http://allenbrowne.com/tips.html
Reply to group, rather than allenbrowne at mvps dot org.

"LTOSH" wrote in message
...
How and/or where can I add a Calendar to my database so that I can
manage clients/appointments, bill due dates and notices? Is there
something/somewhere i can download a template for this purpose
and add to my database?

Thanks,
LTOSH


  #3  
Old February 12th, 2009, 06:41 AM posted to microsoft.public.access.tablesdbdesign
LTOSH
external usenet poster
 
Posts: 63
Default Calendar

thanks i'll put your questions more to thought and see what is needed.
thanks so much!

"Allen Browne" wrote:

Hmm: I'm not sure there is a one-size-fits-all solution for this.

You will need to think very specifically about what you need to achieve
here, and set up the tables and relationships according. Then you can begin
to think about how to best interface this with forms and subforms, and how
to print out reports.

Examples of things to think about:

- What is an 'appointment'? What does it involve, e.g. exactly one staff
member + exactly one client? Or could there be times when an appointment
involves multple staff members and/or multiple clients? (This will affect
the way you tie appointments to your table of clients, and whether employees
may need to be recorded in the same table as clients but marked with a
special role.)

- Do you need to differentiate between what's scheduled and what actually
occurred? There is a difference (e.g. when a client doesn't show, or when 5
clients were scheduled for meeting, but fewer/more actually turned up.)

- Do you need to handle recurring appointments? With varying frequencies?
And perhaps no termination date?

- Would it be better to do this with a shared Outlook/Exchange calendar, or
to do it in Access?

- How is your billing organised? Separate invoice for each appointment, or
periodic billing (e.g. for all uninvoiced appointments in a month/quarter)?

- Is the basis of billing purely the hourly rate of the people involved? Or
is there more to it, so that the database cannot batch these automatically
and they must be entered manually?

- Do you need to track payments received as well as billed? Taxes included?
Periodic statements? Or do you need to export something in a format that
your accounting program can invoice? (You certainly don't want to write an
entire accounting program in Access.)

Hopefully some of those questions will help you to think clearly about this.

--
Allen Browne - Microsoft MVP. Perth, Western Australia
Tips for Access users - http://allenbrowne.com/tips.html
Reply to group, rather than allenbrowne at mvps dot org.

"LTOSH" wrote in message
...
How and/or where can I add a Calendar to my database so that I can
manage clients/appointments, bill due dates and notices? Is there
something/somewhere i can download a template for this purpose
and add to my database?

Thanks,
LTOSH



 




Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is Off
HTML code is Off
Forum Jump


All times are GMT +1. The time now is 12:24 PM.


Powered by vBulletin® Version 3.6.4
Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 OfficeFrustration.
The comments are property of their posters.