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I don’t know if this project would work best in Excel or Access so I’m
looking for advice. I need to track purchase orders and the invoices that are
charged against them. There is an initial allocation made to each purchase
order, more money may be allocated and money could be de-obligated. Here’s
what I need:
• A table, form or sheet for each purchase order that would track
o The initial allocation
o Additional allocations
o De-obligations of funds
o Invoices charged against that purchase order
o Subtotal of the allocations and de-allocations
o Subtotal of the purchase orders
o The subtotals of the purchase orders subtracted from the subtotal of the
allocations
o The percentage remaining of the allocated funds
o The date of the allocation
o The end date of the allocation period
• Another table, form, sheet or report showing acting a summary sheet showing
o Each purchase order
o The amount remaining
o The date of the last transaction
• A report of all the purchase orders that are down to 25% of their allocation
• A report of all the purchase orders that are going to expire in 30 days or
less
• Automatically send an e-mail when the numbers reach the 25% or the 30 days
prior to expiration
Again, the question is, do I do all of this is Excel or Access and then how?
Thanks so much for all of your help and suggestions!
Ellen
looking for advice. I need to track purchase orders and the invoices that are
charged against them. There is an initial allocation made to each purchase
order, more money may be allocated and money could be de-obligated. Here’s
what I need:
• A table, form or sheet for each purchase order that would track
o The initial allocation
o Additional allocations
o De-obligations of funds
o Invoices charged against that purchase order
o Subtotal of the allocations and de-allocations
o Subtotal of the purchase orders
o The subtotals of the purchase orders subtracted from the subtotal of the
allocations
o The percentage remaining of the allocated funds
o The date of the allocation
o The end date of the allocation period
• Another table, form, sheet or report showing acting a summary sheet showing
o Each purchase order
o The amount remaining
o The date of the last transaction
• A report of all the purchase orders that are down to 25% of their allocation
• A report of all the purchase orders that are going to expire in 30 days or
less
• Automatically send an e-mail when the numbers reach the 25% or the 30 days
prior to expiration
Again, the question is, do I do all of this is Excel or Access and then how?
Thanks so much for all of your help and suggestions!
Ellen
I would think Access may be the