Insurance Company, matching Invoice to Policy & other forms

M

.mdbTiger

I will download 5 Folders from my Customers ftp site, Folder1 INVOICES (in
Word format) these need to be in a "watch file". 2 POLICIES (in PDF format 1
to 500 pages). 3 CHANGE ENDORSEMENTS (in PDF format 1 to 500 pages). 4
CANCELLATIONS (in PDF format 1 to 10 pages). 5 RENEWALS (in PDF format 1 to
500 pages.
Each INVOICE has a unique "EFECTIVE TRANSACTION DATE" and a "POLICY NUMBER"
that matches only 1 of the other forms above. When a match is found, the
"INVOICE" and "FORM" are put in a que to be sorted by Agent/Broker. Then
sorting will be done by BCC Postal Software, and Thick 10 X 13 Envelopes will
be mailed out in the Agent/Broker's Zip Code order
 
M

.mdbTiger

Can you refer me to a Certifyed Solutions Provider in Baton Rouge, Louisiana?
Or can I write this using MACROs rather than VISUAL BASIC with help from
"Templates", from someone like OPEN GATE SOFTWARE?
 
J

Jeff Boyce

I believe you can locate Certified Solution Providers at the Microsoft
website.

But I'm still not clear where you are trying to do this?

You mention "Open Gate" software -- this newsgroup supports the use of
Microsoft Access, the relational database.

More info, please...


Regards

Jeff Boyce
Microsoft Office/Access MVP
 
M

.mdbTiger

OpenGate Software sells a "UI Builder for Microsoft ACCESS"
They claim to offer Off the Shelf tools.. "UI Builder provides a powerful
application framework you can build upon whether you are an expert at ACCESS
and Visual Basic, or just beginning with no understanding of VB or Macros".
I have written the ACCESS Database we run my business in, but now need to
download from my Customers ftp site, an INVOICE (Word) and 5 other forms
(PDFs), after matching 2 common fields on the INVOICE and one of the other 5
forms, I need to sort by Insurance Agency, export the addresses to BCC
(Postal sorting/Discount) Software, and print the INVOICE/Form combination,
batched by Agent and in Zip order.
I have no knowledge of Visual Basic and am wondering if there are other,
possibly better UI "Jump Start" tools out there that will not require me to
use Visual Basic?
 
J

Jeff Boyce

Can't help, don't use them.

Perhaps another newsgroup reader can offer suggestions...

Regards

Jeff Boyce
Microsoft Office/Access MVP
 

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