MS Access Forum / Database Design / May 2007
parts inventory management
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Nita M. - 25 May 2007 17:58 GMT I need to be able to keep up with parts on my husbands truck..(or he does). I have already taken care of entering parts numbers, parts discription, & notes. I need to have a column for parts on hand, that will update automatically when numbers are entered in the columns for parts in and parts out. I have the information entered into both Access and Excel. I've contacted people I use to work with who did training on both Access and Excel and they can't help me. I know there has to be a way to do this without each part having it's own ledger sheet. Please HELP
Carl Rapson - 25 May 2007 20:58 GMT It sounds like you're more familiar with Excel than Access. If you need to keep a history of parts in and parts out, you probably want to use Access; if all you need to do is keep track of what's on hand, you could probably use Excel. So the question is, how much do you need this to do?
If you're going to use Access, there are a lot of issues to consider - the underlying tables you need, how they're related, and the forms you'll need to manipulate the data. You say you've already entered the information into Access, but you don't say just how. Did you create a data table? If so, what is its structure? Do you have just the one table or are there more? Did you create a form based on the table, or did you enter the information directly into the table?
Carl Rapson
>I need to be able to keep up with parts on my husbands truck..(or he does). > I have already taken care of entering parts numbers, parts discription, & [quoted text clipped - 7 lines] > each > part having it's own ledger sheet. Please HELP Nita M. - 27 May 2007 23:13 GMT First, thank you for your response. I am a little more comfortable with Excel since I have worked with it a lot longer. I'll try to answer all of your questions.
How much do I need this to do? I need to know how many of each part is on his truck
Did I create a data table.. I first entered the information into an Excel table with the columns....part number, part description, notes, number on hand, beginning inventory, inventory out, inventory in. Of course the simple formula p=x-y+z worked for the first addition, subtraction, but that was the only one. I imported the information into a data table in Access
I just want to be able to keep track of the parts on hand for him, whether it's in Excel or in Access. He doesn't have to buy the parts, or keep track of PO's, vendors info, or job info that information is kept by the company he works for. He just has to be able to give them what they refer to as "a truck inventory" of how many of each part is on his truck.
Again, thank your for your response. It sounds like I'm going to need for you to keep it simple for me............it's clear to me that I'm no where near as knowledgeable as you are.
> It sounds like you're more familiar with Excel than Access. If you need to > keep a history of parts in and parts out, you probably want to use Access; [quoted text clipped - 22 lines] > > each > > part having it's own ledger sheet. Please HELP Carl Rapson - 29 May 2007 20:54 GMT If you don't need a history of parts in and out (with dates, etc) and only need a current count, you can do it with a fairly simple Access application. You could also do it with Excel, but I'm not as skilled with Excel as I am with Access; you could try asking your questions in an Excel newsgroup if you want to stick with Excel. One benefit to Access would be that if you wish to expand the database functionality in the future, it will be easier if you're already in Access. You'll have to decide which is better for you.
If you already have your Parts table set up with the fields you need, then all you need to do is create a form based on that table. Use the form wizard to create the form, then rearrange the controls the way you want. For the parts in/out, you could add to the form another textbox control (which won't be bound to any field in your table) and a command button (if the Command Button Wizard pops up, just cancel it). The textbox will be for entering the number in (positive) or out (negative). The command button will perform the calculation. In design view select the command button and open its Properties window. On the Event tab, select [Event Procedure] for the On Click event, and then click on the button with the three dots next to it. When the Code window opens, add code something like this:
Me.Parts_On_Hand = Me.Parts_On_Hand + Nz(Me.txtPartsInOut,0)
This assumes Parts_On_Hand is the name of the field in your table that contains the number of parts on hand, and txtPartsInOut is the name of the textbox control you added to the form. You can name this textbox (and the command button too) anything you want.
If you go this route, you'll probably also want to add some error checking, especially on the textbox control to make sure a valid number value is entered. You can post again (I'd suggest the formscoding group) if you have questions about VBA code, error checking, etc.
HTH,
Carl Rapson
> First, thank you for your response. I am a little more comfortable with > Excel since I have worked with it a lot longer. I'll try to answer all [quoted text clipped - 26 lines] > you to keep it simple for me............it's clear to me that I'm no where > near as knowledgeable as you are. Steve - 26 May 2007 02:53 GMT You need the following tables in your database: TblPart PartID PartNum PartDesc PartNote
TblJob JobID etc
TblJobDetail JobDetailID JobID PartID PartOutQty
TblSupplier SupplierID SupplierName etc
TblPurchaseOrder PurchaseOrderID PurchaseOrderNum PurchaseOrderDate etc
TblPurchaseOrderDetail PurchaseOrderDetailID PurchaseOrderID PartID PartInQty
You need a form/subform for entering purchases of parts. The main form needs to be based on TblPurchaseOrder and the subform needs to be based on TblPurchaseOrderDetail. You need a form/subform for entering the use of parts on jobs. The main form needs to be based on TblJob and the subform needs to be based on TblJobDetail.
You then need a part inventory form. This form would be a continuous form based on a query that included TblPart, TblPurchaseOrderDetail and TblJobDetail. The query would include the fields PartID, PartNum, PartDesc, PartInQty and PartOutQty. You would make this query a Totals query by clicking on the Sigma (looks like a capital E) button in the menu at the top. You then need to add a calculated field to the query that looks like: PartInventory = [SumPartInQty] - [SumPartOutQty]. Set the sort for PartNum ascending.
Your Inventory form would include the fields PartNum, PartDesc and PartInventory.
If you need help setting this up, I can set it up for you for a very reasonable fee. I could incorporate what you already have so you could begin using this system in a very short period of time.
PC Datasheet Providing Customers A Resource For Help With Access, Excel And Word Applications resource@pcdatasheet.com
>I need to be able to keep up with parts on my husbands truck..(or he does). > I have already taken care of entering parts numbers, parts discription, & [quoted text clipped - 7 lines] > each > part having it's own ledger sheet. Please HELP Daniel - 27 May 2007 18:17 GMT You might also want to look over the MS template for inventory management. It might save you a lot of work depending on the complexity of your needs.
 Signature Hope this helps,
Daniel P
> You need the following tables in your database: > TblPart [quoted text clipped - 72 lines] > > each > > part having it's own ledger sheet. Please HELP Nita M. - 27 May 2007 23:30 GMT Thank you Daniel for responding. The info that I need on this inventory isn't nearly as detailed (hope I said that right). The company that my husband works for keeps track of PO's and the related information. My husband doesn't buy the parts, he just needs to be able to provide what his company refers to as "a truck inventory" which consists of the number on hand of each part. I checked the MS inventory template, but either I missed the one I need, or didn't know how to adapt it for this need. After reading the responses, I think I'm definitely out of my league on here. I originally set up the table in Excel with the columns parts number, parts description, notes, beginning inventory, inventory on hand, inventory out, inventory in and tried to use the formula of parts on hand = beginning inventory - inventory out + inventory in........of course that worked for the first calculation and was useless after that. I tried everything I could think of which did no good.
Again, thank yor for your response.
> You might also want to look over the MS template for inventory management. > It might save you a lot of work depending on the complexity of your needs. [quoted text clipped - 75 lines] > > > each > > > part having it's own ledger sheet. Please HELP Nita M. - 27 May 2007 23:42 GMT Steve, thank your for your response. After reading your response, I don't think what I need is as detailed. My husband doesn't buy any of the parts, he just has to be able to give his company what they refer to as a "truck inventory" which is basically the number of parts on hand. I entered the info into an Excel table with the following columns: parts number, parts description, notes, inventory on hand, inventory out and inventory in. I tried a formula that worked great.....for the first time, but was useless after that.
> You need the following tables in your database: > TblPart [quoted text clipped - 72 lines] > > each > > part having it's own ledger sheet. Please HELP Steve - 28 May 2007 00:45 GMT You need the following tables in your database: TblPart PartID PartNum PartDesc PartNote
TblPartUse PartUseID PartUseDate
TblPartUseDetail PartUseDetailID PartUseID PartID PartOutQty
TblRestock RestockID RestockDate
TblRestockDetail RestockDetailID RestockID PartID PartInQty
You need a form/subform for entering restocking of parts. The main form needs to be based on TblRestock and the subform needs to be based on TblRestockDetail. You need a form/subform for entering the use of parts. The main form needs to be based on TblPartUse and the subform needs to be based on TblPartUseDetail.
You then need a part inventory form. This form would be a continuous form based on a query that included TblPart, TblRestockDetail and TblPartUseDetail. The query would include the fields PartID, PartNum, PartDesc, PartInQty and PartOutQty. You would make this query a Totals query by clicking on the Sigma (looks like a capital E) button in the menu at the top. You then need to add a calculated field to the query that looks like: PartInventory = [SumPartInQty] - [SumPartOutQty]. Set the sort for PartNum ascending.
Your Inventory form would include the fields PartNum, PartDesc and PartInventory.
If you need help setting this up, I can set it up for you for a very reasonable fee. I could incorporate what you already have so you could begin using this system in a very short period of time.
PC Datasheet Providing Customers A Resource For Help With Access, Excel And Word Applications resource@pcdatasheet.com
> Steve, thank your for your response. After reading your response, I don't > think what I need is as detailed. My husband doesn't buy any of the [quoted text clipped - 88 lines] >> > each >> > part having it's own ledger sheet. Please HELP StopThisAdvertising - 29 May 2007 00:05 GMT > If you need help setting this up, I can set it up for you for a very > reasonable fee. I could incorporate what you already have so you could begin > using this system in a very short period of time. This is the second time in the same thread that you are advertising your services .... Arghhhhh We asked you before, and before, and before.... We will *not* ask you again and again and again...
To the original poster: Beware of his guy !! Most people here have a common belief that the newsgroups are for *free exchange of information*. But Steve is a notorious job hunter in these groups, always trying to sell his services.
Before you intend to do business with him look at: http://home.tiscali.nl/arracom/whoissteve.html
Arno R
Nita M. - 30 May 2007 14:40 GMT Thank you so much Arno R. I really appreciate it. This is my first time trying this. nita
> > If you need help setting this up, I can set it up for you for a very > > reasonable fee. I could incorporate what you already have so you could begin [quoted text clipped - 13 lines] > > Arno R
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