Show a Customer's Available Credit in MS Access

In my TechHelp Free Template, which is the database that I use for most of my videos, we can track customers and orders. There is a CreditLimit field but we don't use it at all. So in this video I'll show you how to display how much credit a customer has available by adding up all of their unpaid order totals subtracting that from the credit limit to show their available credit.

Roger from Salt Lake City, Utah (a Gold Member) asks: In your database you have a credit limit field but you don't do anything with it. How can I see how much credit a customer has available before they put an order in?

Members

Members will learn how to update the available credit in real time on the customer form as the order is changed (items are added, changed, or deleted) and we will prevent the user from going over the customers available credit.

•  01. Free Video
•  02. Extended Cut Video - Silver Members
•  Database Download - Gold Members

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to register on my YouTube Find User page so I can set up your account here on my web site. If you're not a member, Join Today!

Pre-Requisites

• Invoicing: https://599cd.com/Invoicing
• Aggregate Query: https://599cd.com/Aggregate
• Alias: https://599cd.com/Alias
• DSum: https://599cd.com/DSum
• NZ Function: https://599cd.com/NZ

Links

• Concatenation: https://599cd.com/Concat
• Conditional Formatting: https://599cd.com/Conditional

Recommended Courses

• Access Expert 8: https://599cd.com/ACX8

More Info

• Original Forum Post
   
• Here's that DSum statement:
  
  ​​​​=Nz(DSum("OrderTotal","OrderTotalQ","CustomerID=" & Nz([CustomerID],0) & " AND IsPaid=FALSE"),0)

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Keywords

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