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Another Access Seminar: Work Orders
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   11 years ago

I have another assignment I'm going to complete before releasing the first Access 2007 Basic 1 course. It's another intermediate/advanced seminar, based on a request from an Access Insider Circle member (see, they get all the preferential treatment).

This seminar will deal with tracking WORK ORDERS in Access. The customer runs a property management company that has to deal with work orders for multiple properties. They have to track each property, any work done at the property, billing, scheduling, and so on. I'm going to make the seminar generic, however, so that it will work for ANY business type.

Here's what I'm going to track so far:

- Customers
  - Multiple Locations (properties or offices)
    - Multiple Units (apartments or even office numbers)

- Work Orders
  - Multiple Categories (plumbing, heating, electric, etc.)
  - Labor performed (dates, times, billable hours, etc.)
  - Materials used

- Workers
  - Can be either employees or contractors
  - Scheduling of labor

- Billing
  - Invoices (with parts/labor details)

If there is anything else you can think of that I should throw into this seminar, let me know. I've already started on the basics, but there's always room to add more stuff (you know me, once I get going...)

I'm NOT going to cover topics that I've covered elsewhere. For example, I'm not going to cover security inside the database (keeping people out of certain areas), making a calendar that looks like a calendar, or complicated inventory controls - because I've covered these topics in other lessons and seminars.

I hope to have this done by the middle of next week, so get your comments to me NOW. Post them here, please.

work order seminar Upload Images   Link  
11 years ago
Need to be able to have a service call fee per work order. With the fee being specific to a customer and also different prices for further destinations specific to each customer.

IE: I have one customer I give a discounted rate of $15 (most customers pay a $20 SC fee for local) for local jobs plus an hourly rate of $35 per hour. If I go to a city 15 miles away the service call fee goes to $30 + hourly. Read More...
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reports and filtering Upload Images   Link  
markus bertel 
11 years ago
In your seminar, would you please go over being able to filter data to generate specific reports?

Reply from Richard Rost:

Markus, can you give me an example of the kinds of reports you'd like to generate, and what fields you'd like to be able to filter on? Read More...
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Access-possible course-Transport Upload Images   Link  
Jan Engelbrecht 
11 years ago
A Transport busness needs to know if his busness is profitable or not. Eg. Each individual truck: Is a certain root profitable or not. Is the use of the truck profitable etc.
Vriendelike groete( = have a nice day/ greetings)
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