I'd like to replace a manual receipting process. Currently it is manually written into a carbonless receipt book, retyped into excel to collate all receipts and then manually entered into an application.
The process of manually entering into the application is unavoidable due to db access limitations. There are still large productivity gains and ability for a more professional image in printing own receipts.
The question is should it be created in ACCESS or EXCEL or even Crystal Reports and the best process in doing so? ODBC connection only choice.
The specific criteria is:-
Each receipt must have unique uneditable consecutive numbers.
User selector of JOB NO or Debtor. (this selector will determine fields to be extracted from db)
If JOB NO selected - User can enter or select from limited Job List. Selection/entry of this Job should return the fields JOB NO, NAME, VALUE DUE. (VALUE DUE IN $ VALUE AND WORDING - eg, $400 & Four hundred dolllars only)
The user should also be able to add PAYMENT TYPE, which can be a simple drop down, also if a credit card surcharge is being applied. This could be a separate field in which the user could type the value. If the value in this field is >$0 then the total amount should change. e.g. VALUE DUE $400 + C/C SURCHARGE $6.38 = TOTAL AMOUNT $406.38 & wording is changed to Four hundred & six dollars .38c only.
If Debtor is selected then user should be able to enter payment type, create a list of invoice payments (we wont bother extracting this info from db at this stage) i.e. inv 12345 and payment value in separate field. A total payment value which again translate to words.
Once record has been printed and confirmed this record should be locked from any further editing.
Once the record is locked - it should be able to be reported on such as all receipts from x date to x date. Refer to attached for very simple examples of both receipts and reporting.
The main issues I'm struggling with is what is the best solution to create this seemingly simple solution, how to create / lock the consecutive numbers and write the record information post confirmation.
Thanks for assistance.