troubleshooting Question

Account Balance and table design

Avatar of LiCann
LiCann asked on
Microsoft AccessSQL
4 Comments1 Solution572 ViewsLast Modified:
I need some help for genius' with math and logic and visuliization.....

I have a form or serveral forms that will show the Account Balance for a customer.  

I have a tblAppointment where the fields include:  ID (PK), Appointment Date, CustomerID, (Fields for payments), and (fields for charges).  I did not design and have to use current structure.

I created a table for tblPayments with  ID foreiegn key, CustomerID, PaymentDate and  (fields for payments)

Both tables have payments (and I can't change right now).

I have created a tblBalance where amounts are sumed by Appointment date and appended to tblBalance when the database is opened using Autoexec.  Fields include ID, CustomerID, Appointmentdate (do I need?), paymentdate, Bal

Back to the main question and the Account Balance (which is  a subform) showing.  Now I need to update/refresh  the Balance when a payment is made in the tblPayment.  This is what I am struggling with.

Do I use just a query to apply the payments to the tblbalance or do I take the payments from tblPayments and calculate the balance and append the new balance to the table?  If so do I need the AppointmentDate or just the Customer ID?  How will this effect balances going forward.

I appreciate the help greatly and need any suggestions available.  Thanks.

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