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Customer Info Field on Detail Section - Microsoft Access Report

Posted on 2014-02-23
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Last Modified: 2014-02-25
Hi,

I am trying to prepare an aging report with the following format but I am having a hard time placing the Customer ID, PO No., Customer, Contact and Telephone on the Detail Section. If I put the information in the detail section the information repeats for each record and I don't want that. If I put the information on the header section then the format of the report change completely and is not as I mention below.  

I need the following format on the report:

Header Section:

Customer ID                 Invoice    Date       0-30      31-60     61-90     Over 90   Amount Due    P.O. No.
Customer
Contact
Telephone    
----------------------------------------------------------------------------------------------------------------------------

 Detail Section:

1021                               1001     1/11/2014   0.00    100.00   0.00      0.00         100.00
Test Company, Inc.       1040     1/20/2014 50.00        0.00   0.00      0.00           50.00
Howarth Johnson          1111     1/20/2014 50.00        0.00   0.00      0.00           50.00
(787) 343-4343              1222     1/20/2014 50.00        0.00   0.00      0.00           50.00
                                        1302     1/20/2014 50.00        0.00   0.00      0.00           50.00
                                        1212     1/20/2014 50.00        0.00   0.00      0.00           50.00

Report Footer Section:
                                                                        -------        --------    ------    ------         ------------
                                                                        250.00   100.00    0.00     0.00        350.00



What problem I am experiencing:

Header Section:

Customer ID                 Invoice    Date       0-30      31-60     61-90     Over 90   Amount Due    P.O. No.
Customer
Contact
Telephone    
----------------------------------------------------------------------------------------------------------------------------

 Detail Section:

1021                               1001     1/11/2014   0.00    100.00   0.00      0.00         100.00
Test Company, Inc.      
Howarth Johnson        
(787) 343-4343              


1021                                1040     1/20/2014 50.00        0.00   0.00      0.00           50.00
Test Company, Inc.
Howarth Johnson        
 (787) 343-4343      

1021                                1111     1/20/2014 50.00        0.00   0.00      0.00           50.00
Test Company, Inc.
Howarth Johnson        
 (787) 343-4343    
       
and So on........


Report Footer Section:
                                                                        -------        --------    ------    ------         ------------
                                                                        250.00   100.00    0.00     0.00        350.00

Attached you will find a sample of the report I am trying to accomplish on Microsoft Access. The report is an exact copy as done on Peachtree or Sage 50. I understand that there is a way to do it on Access because I saw a report from a Microsoft Access application which was able to do it but I don't have access to the source code in order to see what they did to accomplish that.

Please, any help will be appreciate it.

Thanks and Regards,
agedreceivablesreport.jpg
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Question by:mmoralespr
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4 Comments
 
LVL 1

Accepted Solution

by:
samjomoore earned 500 total points
ID: 39881688
You can do this several ways.  I like doing it with a subreport for the invoices and the parent report for the customer information.  Check the database I just uploaded.
Database1.zip
0
 
LVL 84
ID: 39882572
You could Group the report by the CustomerID, and then also by the Address info. That would allow you to show the address data only one time, and then include the Invoice information in the Detail section.

Subreports work also, but create unnecessary overhead, and are generally more difficult to maintain.
0
 

Author Closing Comment

by:mmoralespr
ID: 39884519
Excellent, it resolved my problem.  But the report takes a while before is ready for printing. I suppose it is the extra processing because of the subreport.

Thanks and Regards,

Michael
0
 
LVL 84
ID: 39885514
But the report takes a while before is ready for printing
And it'll only get worse as you get more data in the database.

I'd suggest you try the Grouping method, as Access handles this much more efficiently than it does subreports.
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