Re: Help with year to month converson

Jeff

Thats spot on. We havent yet had an occasion where there was an exception to
this, but there is an off chance that it could happen. At this point in
time, we are not planning on an exception to this rule. Your right on the
calculations. That is how we are currently doing it. I have set up a query
to perform these calculations for me.
I do have the start date, end date and total amount, and if the contract is
prorated, there is a check box to let us know this.

I appreciate your help in this,

Thanks
John

"Jeff Boyce" <JeffBoyce_IF@xxxxxxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:eKEYX$P2FHA.264@xxxxxxxxxxxxxxxxxxxxxxx
> John
>
> "pretty much" means you have exceptions!
>
> So, the only two conditions you need to deal with are 1st of month
> (calculate total/months) or mid-month (calculate total/(months-1); then
> assign .5 a month's amount to first and .5 to last, all the rest get a
> month's share).
>
> Again, if you were working on paper, would you do these calculations?
>
> Once you know how you'd work with the data "by hand", you can handle it in
> Access. I suspect you can use a query to do the calculations. You did
> say
> you have startdate, enddate, amount, right?
>
> --
> Regards
>
> Jeff Boyce
> <Office/Access MVP>
>
> "John Erickson" <noone@xxxxxxxxxxx> wrote in message
> news:OLfhKvL2FHA.2616@xxxxxxxxxxxxxxxxxxxxxxx
>> Jeff
>>
>> Thats pretty much it. The contract can be from a period of not less than
>> 1
>> month to not greater than 12 months. The only time it is different is
>> when
>> the client signs a contract in the middle of the month and the first and
>> last months are prorated ( the prorated amount is the same for both the
>> first and last month then). What I would ultimatly like to do is generate
> a
>> report that looks at the calendar year.
>>
>> John
>>
>> "Jeff Boyce" <JeffBoyce_IF@xxxxxxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
>> message
>> news:%23jHUn9I2FHA.1332@xxxxxxxxxxxxxxxxxxxxxxx
>> > John
>> >
>> > Are you saying that the amount is calculated by dividing the contract
>> > total
>> > by the number of months in the contract?
>> >
>> > --
>> > Regards
>> >
>> > Jeff Boyce
>> > <Office/Access MVP>
>> >
>> > "John Erickson" <noone@xxxxxxxxxxx> wrote in message
>> > news:uvihcgE2FHA.3756@xxxxxxxxxxxxxxxxxxxxxxx
>> >> Jeff
>> >>
>> >> If I were doing it with paper and pencil, I would know the amount to
>> > charge
>> >> by the month. As an example, if the contract started on jan 1 and
>> >> ended
>> >> on
>> >> dec 31 and the total amount of the contract was $1200, I would know
> that
>> > we
>> >> would bill out $100 a month from Jan to Dec. I have set up a query
>> >> that
>> > will
>> >> give me the amount that we charge per month ( that part was easy).
>> >>
>> >> Thanks
>> >> John
>> >>
>> >> "Jeff Boyce" <JeffBoyce_IF@xxxxxxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
>> >> message
>> >> news:%238ZEXxD2FHA.3864@xxxxxxxxxxxxxxxxxxxxxxx
>> >> > John
>> >> >
>> >> > It sounds like you know a start date, an end date, and the current
>> >> > date.
>> >> > Access has date-related functions that let you determine the month
>> >> > of
> a
>> >> > given date.
>> >> >
>> >> > If you were doing this with paper & pencil, how would you describe
> how
>> > you
>> >> > determine a bill?
>> >> >
>> >> > --
>> >> > Regards
>> >> >
>> >> > Jeff Boyce
>> >> > <Office/Access MVP>
>> >> >
>> >> > "John Erickson" <noone@xxxxxxxxxxx> wrote in message
>> >> > news:O5SNbWD2FHA.2056@xxxxxxxxxxxxxxxxxxxxxxx
>> >> >> Hi all
>> >> >>
>> >> >> I am currently in the process of setting up database to help us
>> >> >> with
>> >> >> billing. The information that I get from the sales reps is the date
>> >> >> the
>> >> >> contract starts, that date it expires and the total amount of the
>> >> > contract.
>> >> >> The problem is we bill by them month. I was wondering if there is a
>> >> >> way
>> >> >> to
>> >> >> generate a monthly report just using the information at hand, or
> would
>> > it
>> >> > be
>> >> >> better to breakdown the amount entered by the month on the form.
>> >> >>
>> >> >> Any help would be greatly appreciated.
>> >> >>
>> >> >> Thanks
>> >> >> John
>> >> >>
>> >> >>
>> >> >
>> >>
>> >>
>> >
>>
>>
>


.

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