B
bdehning
I have database structure with [Account Information] with primary key 'Policy Number' which is 1-many to [Location] with primary key 'Location ID' which is 1-many to [Service Calls]. These table are used and filled either by import from Excel or data entry into the form with a subform which has a subform. One account can have many locations with many service calls.
I have many queries already and need to add a form for manual entry of completed service calls that were not pre-entered into the database. These queries pull from all tables with 'Policy Number' and 'Account Name' coming from [Account Information] and 'Assigned Consultant' and 'Location Servicing Division' coming from [Location].
I have tried a new form for this manual entry. Majority of fields are from [Service Calls] but ones such as 'Policy Number', 'Account Name', 'Location Servicing Divison' and 'Assigned Consultant' are pulled form the other tables since that where those fields are located and filled. This from will create an autonumber automatically and become the next record in the [Service Calls] table.
My first question is that do I need to try and pull all the fields from other 2 tables into the [Service Calls] table so the fields are there as well or just pull like I intended from the other 2 tables onto a form? I have tried a form which has the field 'Policy Number' but got the obvious duplicate value error. I need the ability to add mutiple service calls for each Policy Number on this form.
I am trying to keep the records in tact in the first 2 tables and do all addtional entries in [Service Calls].
I need the above fields as they are keys to sorting and grouping in reports.
Can someone help me on what I should try to do?
I know this is a long explanation and I would be happy to clarify to anyone who replies to help.
I have many queries already and need to add a form for manual entry of completed service calls that were not pre-entered into the database. These queries pull from all tables with 'Policy Number' and 'Account Name' coming from [Account Information] and 'Assigned Consultant' and 'Location Servicing Division' coming from [Location].
I have tried a new form for this manual entry. Majority of fields are from [Service Calls] but ones such as 'Policy Number', 'Account Name', 'Location Servicing Divison' and 'Assigned Consultant' are pulled form the other tables since that where those fields are located and filled. This from will create an autonumber automatically and become the next record in the [Service Calls] table.
My first question is that do I need to try and pull all the fields from other 2 tables into the [Service Calls] table so the fields are there as well or just pull like I intended from the other 2 tables onto a form? I have tried a form which has the field 'Policy Number' but got the obvious duplicate value error. I need the ability to add mutiple service calls for each Policy Number on this form.
I am trying to keep the records in tact in the first 2 tables and do all addtional entries in [Service Calls].
I need the above fields as they are keys to sorting and grouping in reports.
Can someone help me on what I should try to do?
I know this is a long explanation and I would be happy to clarify to anyone who replies to help.