Wire Database
Hello - I work at a company that process quite a few wire and ACH transfers a month. I would like to create a database in Access that allows me to have users put together a wire request form that auto-populates the Bank Name, Account and Routing numbers based on selected criteria. Specifically, based on the EntityID and CashType selected, the Bank Name, Account Number and Routing Number would be generated. Unfortunately, this information comes into Access in a couple different tables. Additionally, an Entity can have multiple cash types and not all entities have the same cash types. The Entity ID and Cash Type combination determines the BankID field, which links to the table that has all the pertinent bank account information. I attempted to write a query that pulled all this information together in one place. Below is a screen grab of my Relationships screen. I can get a combo box that a user to select an entity ID and name. But after that, how do I tie the next input box to show a drop down of the available CashTypes associated with that entity? With those pieces of information, I should be able to autofill the BankID figure. Then how can I have that selection fill in the Bank Name, Account Number and Routing number on the form? Thank you for the help!
Using a form to find and edit a record
It's been a while since I've used Microsoft access so I'm a bit rusty. What I am looking to do is search up a quote by the number in a form and show me the details of the record corresponding to it so I can then quickly update it to see where it is in the sales pipeline.
