J
Jaycee
I have a form that includes the following:
BudgetTravel (Original budget)
RevisedTravel (Revised budget, effective mid-year)
ActualTravel
ExpensedtoDate (actual has been processed through
accounting)
IncurredSince (actual has been incurred but not yet
processed)
There is also a field for Planned Remaining, i.e., the
unused portion of the Budgeted or Revised dollars
(BudgetTravel or RevisedTravel less the sum of
ExpensedtoDate and IncurredSince).
Sample data:
BudgetTravel....$1200
RevisedTravel....$1000
ActualTravel....$894.32
ExpensedtoDate....$894.32
IncurredSince...$0.00
1. In this case, the remaining funds, $305.68, need to be
written off so that the Planned Remaining field shows
$0.00. Is this do-able? However, the remaining funds
should not be written off in every case, and there is no
consistent variable to determine which cases these are.
Is there a way for me to control the yes/no write-off
manually for each record?
2. In the example above, ActualTravel needs to be
subtracted from RevisedTravel instead of BudgetTravel. Is
it possible for the code to say something like, "if
RevisedTravel is 0, calc from BudgetTravel; if not, calc
from RevisedTravel"? (I've had no training in writing
code, so I hope this doesn't sound TOO lame!)
3. Finally, the correct Planned Remaining amount (whether
a write-off is included or not) needs to show up in the
form itself, not just in a query.
Any help with this will be greatly appreciated!
BudgetTravel (Original budget)
RevisedTravel (Revised budget, effective mid-year)
ActualTravel
ExpensedtoDate (actual has been processed through
accounting)
IncurredSince (actual has been incurred but not yet
processed)
There is also a field for Planned Remaining, i.e., the
unused portion of the Budgeted or Revised dollars
(BudgetTravel or RevisedTravel less the sum of
ExpensedtoDate and IncurredSince).
Sample data:
BudgetTravel....$1200
RevisedTravel....$1000
ActualTravel....$894.32
ExpensedtoDate....$894.32
IncurredSince...$0.00
1. In this case, the remaining funds, $305.68, need to be
written off so that the Planned Remaining field shows
$0.00. Is this do-able? However, the remaining funds
should not be written off in every case, and there is no
consistent variable to determine which cases these are.
Is there a way for me to control the yes/no write-off
manually for each record?
2. In the example above, ActualTravel needs to be
subtracted from RevisedTravel instead of BudgetTravel. Is
it possible for the code to say something like, "if
RevisedTravel is 0, calc from BudgetTravel; if not, calc
from RevisedTravel"? (I've had no training in writing
code, so I hope this doesn't sound TOO lame!)
3. Finally, the correct Planned Remaining amount (whether
a write-off is included or not) needs to show up in the
form itself, not just in a query.
Any help with this will be greatly appreciated!