Can I do this in Office 2007?

R

Ron

I have a matrix of prices depending on how long a customer enrolls (Example:
columns Service A, Service B, Service C; rows 1-year, 2-year, 3-year).
Depending on which industry the customer is in and their credit history,
there is different pricing, so I have several of these matrices.

The pricing is our company pricing. I want to provide a means whereby our
salesmen answer a few basic questions about a potential customer as well as
enter their desired commission percentage. I then want this new application
to determine which price matrix to use (based on simple tree logic), markup
the matrix data by the commission amount and present that information in a
grid within a Word document.

If I build the input forms in Access, how do I publish the final calc to a
Word Document? Or should I use some other input platform?

We are running SBS2003 R2 and Office 2007
 
D

DL

You can use Access to create a printed doc/report, dependent on the specific
query result
Or you can create a Query report in which the user enters the specific
variables, at the time of running the query/report
ie no need to input onto a form prior to running the query/report
 
R

Ron

I was thinking taking it out of Access because ultimately I want to create a
PDF of the quote that can be sent to the customer. That's why I was wanting
to take it out to Word.

I guess the "ultimate/ideal" solution would be to have the salesperson input
the customer's e-mail address (or read it from Microsoft CRM?), answer the
industry questions and have it generate a quote right away in PDF format that
can be previewed before sending. Could this be done via our Sharepoint
intranet (as opposed to having a workstation-distributed app)?
 
D

DL

If you install one of the free pdf printers you can generate the Access
report to pdf

I cannot answer re sharepoint
 

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