Transaction summary

[eddyb2]

Hi all,

I have a very simple client database. I want to keep it fairly simple as it is not doing much.

Very basically it is a list of clients and their contact details along with a couple of other related tables to say who speaks to who etc.

What I need now is to record any transaction against each client.

There are 3 transaction types...

Sales

Support

Maintenance

Now this database isn't handling invoices or stock or anything like that, we just need to record each transaction in the database.

i.e

02/04/2009 Client2 Support £500

02/04/2009 Client1 Sales £3000

02/04/2009 Client3 Maintenance £250

My thought is to have a transaction table where each transaction is loaded as a new record. I can then link this back to the client with a simple relationship.

Is this the most straight forward way to do this?

I will need to see on a layout in the client table the following (by client)...

Sales Year to Date

Maintance charges year to date

Support charges year to date

Sales Year on Year

Maintanance Year on Year

Support Year on Year

I will then also need to see other reports such as sales by day (by client and in total) and so on.

Will I be able to do all this with having 1 single transaction table?

Many thanks

[Søren Dyhr]

You are indeed on the right track, I can only applaud the reasoning produced here!

Your position could be supported by this thread:

http://www.fmforums.com/forum/showtopic.php?tid/200195/tp/0/all/1/

...rush down to Colin K's post in the thread and see if not it contains all you need to get further? Though it cound be debated how well it scales, but structurally is it right on the dot ... but the likelyness of junping to genuine subsummary reporting is latent.

--sd