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  • Using a CSV/Text-File as a RecordSource for a Report

    - by Falcon
    I need an Access Report to use a CSV-File as a RecordSource. I have searched and tried many things, yet, I've found no way to achieve this. A temporary table in some other database is not an option. I've been trying to use a DAO RecordSet, but while I can read the RecordSet just fine I cannot set it as the report's RecordSet and I cannot use its Name as the RecordSource Property as both approaches lead to an error. Please help me find a way!

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  • Good way to create PDF from Office documents in Java

    - by Sindri Traustason
    I'm looking for a good way to convert Office (mostly Microsoft) documents to PDF in Java. I've been looking at using the OpenOffice SDK but from the samples I've looked at it looks like this requires having OpenOffice running in server mode to do the work. Does anyone know of a good way to do this? Good meaning the less external requirements, the better. A 100% Java API would be best, but I don't expect that actually exists.

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  • Access DB Transaction on insert or updating

    - by Raju Gujarati
    I am going to implement the database access layer of the Window application using C#. The database (.accdb) is located to the project files. When it comes to two notebooks (clients) connecting to one access database through switches, it throws DBConcurrency Exception Error. My target is to check the timestamp of the sql executed first and then run the sql . Would you please provide me some guidelines to achieve this ? The below is my code protected void btnTransaction_Click(object sender, EventArgs e) { string custID = txtID.Text; string CompName = txtCompany.Text; string contact = txtContact.Text; string city = txtCity.Text; string connString = ConfigurationManager.ConnectionStrings["CustomersDatabase"].ConnectionString; OleDbConnection connection = new OleDbConnection(connString); connection.Open(); OleDbCommand command = new OleDbCommand(); command.Connection = connection; OleDbTransaction transaction = connection.BeginTransaction(); command.Transaction = transaction; try { command.CommandText = "INSERT INTO Customers(CustomerID, CompanyName, ContactName, City, Country) VALUES(@CustomerID, @CompanyName, @ContactName, @City, @Country)"; command.CommandType = CommandType.Text; command.Parameters.AddWithValue("@CustomerID", custID); command.Parameters.AddWithValue("@CompanyName", CompName); command.Parameters.AddWithValue("@ContactName", contact); command.Parameters.AddWithValue("@City", city); command.ExecuteNonQuery(); command.CommandText = "UPDATE Customers SET ContactName = @ContactName2 WHERE CustomerID = @CustomerID2"; command.CommandType = CommandType.Text; command.Parameters.AddWithValue("@CustomerID2", custIDUpdate); command.Parameters.AddWithValue("@ContactName2", contactUpdate); command.ExecuteNonQuery(); adapter.Fill(table); GridView1.DataSource = table; GridView1.DataBind(); transaction.Commit(); lblMessage.Text = "Transaction successfully completed"; } catch (Exception ex) { transaction.Rollback(); lblMessage.Text = "Transaction is not completed"; } finally { connection.Close(); } }

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  • Microsoft Access - Enter Parameter Value why?

    - by Jane Doe
    I am encountering a problem for my database. Here is the relationships of the database And tried to do the query for how many transactions have movie "Harry_Potter"? so I used SQL query: SELECT COUNT(td.movie) AS number_of_occurrence, td.transaction_number FROM TransactionDetails td, MovieDetails md WHERE md.movie = Harry_Potter But it asks for Harry_Potter enter parameter value why? The relevant SQL statements are CREATE TABLE TransactionDetails ( transaction_number INTEGER PRIMARY KEY, movie VARCHAR(30) NOT NULL, date_of_transaction DATE NOT NULL, member_number INTEGER NOT NULL ) CREATE TABLE MovieDetails ( movie VARCHAR(30) PRIMARY KEY, movie_type VARCHAR(3) NOT NULL, movie_genre VARCHAR(10) NOT NULL ) ALTER TABLE TransactionDetails ADD CONSTRAINT member_number_fk FOREIGN KEY (member_number) REFERENCES LimelightMemberDetails(member_number); ALTER TABLE TransactionDetails ADD CONSTRAINT transaction_number_drink_fk FOREIGN KEY (transaction_number) REFERENCES DrinkTransactionDetails(transaction_number); ALTER TABLE TransactionDetails ADD CONSTRAINT transaction_number_food_fk FOREIGN KEY (transaction_number) REFERENCES FoodTransactionDetails(transaction_number); ALTER TABLE TransactionDetails ADD CONSTRAINT movie_fk FOREIGN KEY (movie) REFERENCES MovieDetails (movie); Thank you for your help! If there is anything wrong with my database design please let me know! thank you!

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  • Writing out sheet to text file using POI event model

    - by Eduardo Dennis
    I am using XLSX2CSV example to parse large sheets from a workbook. Since I only need to output the data for specific sheets I added an if statement in the process method to test for the specific sheets. When the condition is met I continue with the process. public void process() throws IOException, OpenXML4JException, ParserConfigurationException, SAXException { ReadOnlySharedStringsTable strings = new ReadOnlySharedStringsTable(this.xlsxPackage); XSSFReader xssfReader = new XSSFReader(this.xlsxPackage); StylesTable styles = xssfReader.getStylesTable(); XSSFReader.SheetIterator iter = (XSSFReader.SheetIterator) xssfReader.getSheetsData(); while (iter.hasNext()) { InputStream stream = iter.next(); String sheetName = iter.getSheetName(); if (sheetName.equals("SHEET1")||sheetName.equals("SHEET2")||sheetName.equals("SHEET3")||sheetName.equals("SHEET4")||sheetName.equals("SHEET5")){ processSheet(styles, strings, stream); try { System.setOut(new PrintStream( new FileOutputStream("C:\\Users\\edennis.AD\\Desktop\\test\\"+sheetName+".txt"))); } catch (Exception e) { e.printStackTrace(); } stream.close(); } } } But I need to output text file and not sure how to do it. I tried to use the System.set() method to output everything from system.out to text but that's not working I just get blank files.

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  • Performing complex query with Dynamics CRM 4.0

    - by dub
    Hi, I have two custom entites, Product and ProductType, linked together in many-to-one relationship. Product has a lookup field to ProductType. I'm trying to write a query to fetch Type1 products with a price over 100, and Type2 products with a price lower than 100. Here's how I would do it in SQL : select * from Product P inner join ProductType T on T.Id = P.TypeId where (T.Code = 'Type1' and P.Price >= 100) or (T.Code = 'Type2' and P.Price < 100) I can't figure out a way to build a QueryExpression to do exactly that. I know I could do it with two queries, but I'd like to minimize roundtrips to the server. Is there a way to perform that query in only one operation ? Thanks!

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  • how do i declare a global variable in VBA

    - by Nimrod
    I wrote the following section: Function find_results_idle() Public iRaw As Integer Public iColumn As Integer iRaw = 1 iColumn = 1 and i get the error messege: "invalid attribute in Sub or Function" do you know what i did wrong? i tried instead of "Public" to use "Global" but got the same problem. I tird to declare the function itself as "Public" but no good... what do i do wrong? thanks.

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  • What's the "proper" way to retrieve a reference to a ribbon object?

    - by Nick
    For a VSTO workbook project, is there a best practice for retrieving a reference to the Ribbon object from the ThisWorkbook class? Here's what I'm doing: In my Ribbon class, I created a public method called InvalidateControl(string controlID). I need to call that method from the ThisWorkbook class based on when a certain workbook level event fires. But the only way I can see to "get" a reference to that Ribbon object is to do this... // This is all in the ThisWorkbook class Ribbon ribbon; protected override IRibbonExtensibility CreateRibbonExtensibilityObject() { this.ribbon = new Ribbon(); return this.ribbon; } ...which seems a little smelly. I mean, I have to override CreateRibbonExtensibilityObject() regardless; all I'm doing beyond that is maintaining a local reference to the ribbon so I can call methods against it. But it doesn't feel right. Is there another, better way to get that reference in the ThisWorkbook class? Or is this pretty acceptable? Thanks!

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  • Can splitting .MDB files into segments help with stability?

    - by Craig Johnston
    Is this a realistic solution to the problems associated with larger .mdb files: split the large .mdb file into smaller .mdb files have one 'central' .mdb containing links to the tables in the smaller .mdb files How easy would it be to make this change to an .mdb backed VB application? Could the changes to the database be done so that there are no changes required to the front-end application?

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  • Microsoft Access vs Native SQL

    - by ktm5124
    Hypothetical: Let's say you are writing complex queries to a database and it is very important that the data you extracted is the correct result set (e.g., that you didn't mess up a JOIN by not using all the correct keys, and all the other things that can go wrong, et cetera). What would you rather use to do this? Would you write the query using Microsoft Access and its Design View, or would you write it in native SQL using a SQL IDE? What is the better professional choice? Thanks in advance your feedback!

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  • Defining multiple VBA objects within one function or sub-routine?

    - by Harokitty
    I have the following VBA code: Option Explicit Private a(2) as Double Private b(2) as Double Public Function Hello(X1 As Double, X2 As Double) As Double a(1) = X1 + X2 a(2) = X1/X2 b(1) = X1 b(2) = X2^2 Hello = a(1)+a(2)+b(1)+b(2) End Function Within the function Hello I have defined a(1),a(2),b(1),b(2). However, I want to make some function or sub-routine that accepts X1 and X2 as arguments and spits out the values for a(1),a(2),b(1),b(2). This is because I use the above definitions for a(1),a(2),b(1),b(2) in about 20 functions in my module and would like to avoid having to do the following in each function that I use thesis in: a(1) = X1 + X2 a(2) = X1/X2 b(1) = X1 b(2) = X2^2

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  • Double Inner Join generates unexpected error

    - by Itamar Marom
    In my database I have three tables: Users: UserID (Auto Numbering), UserName, UserPassword and a few other unimportant fields. PrivateMessages: MessageID (Auto Numbering), SenderID and a few other fields defining the message content. MessageStatus: MessageID, ReceiverID, MessageWasRead (Boolean) What I need is a query to which I input a user's id and I get all the private messages he has received. In addition, I also need to receive each message's sender UserName. For this I wrote the following query: SELECT Users.*, PrivateMessages.*, MessageStatus.* FROM PrivateMessages INNER JOIN Users ON PrivateMessages.SenderID = Users.UserID INNER JOIN MessageStatus ON PrivateMessages.MessageID = MessageStatus.MessageID WHERE MessageStatus.ReceiverID=[@userid]; But for some reason when I try saving it in my Access database, I get the following error (translated to English by me, since my office is in a different language): Syntax error (missing operator) at expression: "PrivateMessages.SenderID = Users.UserID INNER JOIN MessageStatus ON PrivateMessages.MessageID = MessageStatus.MessageI". Any ideas what could cause this? Thanks.

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  • MIN array function non zeros only

    - by user1717622
    I have been trying to get this array function to output (non-zero) minimum values in the 'FINAL DATA' AE column. Can you see a structural error in this formula? =IF($C$4="All EMEA", MIN(IF('FINAL DATA'!$2:$AE$250000<>0, ('FINAL DATA'!$J$2:$J$250000=$C$4)*('FINAL DATA'!$E$2:$E$250000=$E$4)*( 'FINAL DATA'!$AE$2:$AE$250000))), MIN(IF('FINAL DATA'!$AE$2:$AE$250000<>0, ('FINAL DATA'!$K$2:$K$250000=$C$4)*('FINAL DATA'!$E$2:$E$250000=$E$4)*( 'FINAL DATA'!$AE$2:$AE$250000))) )

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  • VS 2008 Open Word Document - Memory Error

    - by Lord Darkside
    I am executing the following code that worked fine in a vs2003(1.1) but seems to have decided otherwise now that I'm using vs2008(2.0/3.5): Dim wordApp As Microsoft.Office.Interop.Word.Application Dim wordDoc As Microsoft.Office.Interop.Word.Document missing = System.Reflection.Missing.Value wordApp = New Microsoft.Office.Interop.Word.Application() Dim wordfile As Object wordfile = "" ' path and file name goes here wordDoc = wordApp.Documents.Open(wordfile, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing, missing) The error thrown when the Open is attempted is : "Attempted to read or write protected memory. This is often an indication that other memory is corrupt." Does anyone have any idea how to correct this?

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  • Access Qry Questions

    - by kralco626
    It was suggested that I repost this questions as I didn't do a very good job discribing my issue the first time. (http://stackoverflow.com/questions/2921286/access-question) THE SITUATION: I have inspections from many months of many years. Sometimes there is more than one inspection in a month, sometimes there is no inspection. However, the report that is desired by the clients requires that I have EXACTLY ONE record per month for the time frame they request the report. They understand the data issues and have stated that if there is more than one inspection in a month to take the latest one. If the is not an inspection for that month, go back in time untill you find one and use that one. So a sample of the data is as follows: (I am including many records because I was told I did not include enough data on my last try) equip_id month year runtime date 1 5 2008 400 5/10/2008 12:34 PM 1 7 2008 500 7/12/2008 1:45 PM 1 8 2008 600 8/20/2008 1:12 PM 1 8 2008 605 8/30/2008 8:00 AM 1 1 2010 2000 1/12/2010 2:00 PM 1 3 2010 2200 3/24/2010 10:00 AM 2 7 2009 1000 7/20/2009 8:00 AM 2 10 2009 1400 10/14/2009 9:00 AM 2 1 2010 1600 1/15/2010 1:00 PM 2 1 2010 1610 1/30/2010 4:00 PM 2 3 2010 1800 3/15/2010 1:00PM After all the transformations to the data are done, it should look like this: equip_id month year runtime date 1 5 2008 400 5/10/2008 12:34 PM 1 6 2008 400 5/10/2008 12:34 PM 1 7 2008 500 7/12/2008 1:45 PM 1 8 2008 605 8/30/2008 8:00 AM 1 9 2008 605 8/30/2008 8:00 AM 1 10 2008 605 8/30/2008 8:00 AM 1 11 2008 605 8/30/2008 8:00 AM 1 12 2008 605 8/30/2008 8:00 AM 1 1 2009 605 8/30/2008 8:00 AM 1 2 2009 605 8/30/2008 8:00 AM 1 3 2009 605 8/30/2008 8:00 AM 1 4 2009 605 8/30/2008 8:00 AM 1 5 2009 605 8/30/2008 8:00 AM 1 6 2009 605 8/30/2008 8:00 AM 1 7 2009 605 8/30/2008 8:00 AM 1 8 2009 605 8/30/2008 8:00 AM 1 9 2009 605 8/30/2008 8:00 AM 1 10 2009 605 8/30/2008 8:00 AM 1 11 2009 605 8/30/2008 8:00 AM 1 12 2009 605 8/30/2008 8:00 AM 1 1 2010 2000 1/12/2010 2:00 PM 1 2 2010 2000 1/12/2010 2:00 PM 1 3 2010 2200 3/24/2010 10:00 AM 2 7 2009 1000 7/20/2009 8:00 AM 2 8 2009 1000 7/20/2009 8:00 AM 2 9 2009 1000 7/20/2009 8:00 AM 2 10 2009 1400 10/14/2009 9:00 AM 2 11 2009 1400 10/14/2009 9:00 AM 2 12 2009 1400 10/14/2009 9:00 AM 2 1 2010 1610 1/30/2010 4:00 PM 2 2 2010 1610 1/30/2010 4:00 PM 2 3 2010 1800 3/15/2010 1:00PM I think that this is the most accurate dipiction of the problem that I can give. I will now say what I have tried. Although if someone else has a better approach, I am perfectly willing to throw away what I have done and do it differently... STEP 1: create a query that removes the duplicates from the data. Ie. only one record per equip_id for each month/year, keeping the latest one. (done successfully) STEP 2: create a table of the date ranges the client wants the report for. (This is done dynamically at runtime) This table two field, Month and Year. So if the client wants a report from FEb 2008 to March 2010 the table would look like: Month Year 2 2008 3 2008 . . . 12 2008 1 2009 . . . 12 2009 1 2010 2 2010 3 2010 I then left joined this table with my query from step 1. So now I have a record for every month and every year that they want the report for, with nulls(or blanks) or sometimes 0s (not sure why, access is weird, but sometiems they are nulls and sumtimes they are 0s...) for the runtimes that are not avaiable. I don't particurally like this solution, but ill do it if i have to. (this is also done successfully) STEP 3: Fill in the missing runtime values. This I HAVE NOT done successfully. Note that if the request range for the report is feb 2008 to march 2010 and the oldest record for a particular equip_id is say june 2008, it is O.K. for the runtimes to be null (or zeros) for feb - may 2008. I am working with the following query for this step: SELECT equip_id as e_id,year,month, (select top 1 runhours from qry_1_c_One_Record_per_Month a where a.equip_id = e_id order by year,month) FROM qry_1_c_One_Record_per_Month where runhours is null or runhours = 0; UNION SELECT equip_id, year, month, runhours FROM qry_1_c_One_Record_per_Month WHERE .runhours Is Not Null And runhours <> 0 However I clearly can't check the a.equip_id = e_id ... so i don't have anyway to make sure i'm looking at the correct equip_id SUMMARY: So like i said i'm willing to throw away any part, or all of what I tried. Just trying to give everyone a complete picture. I REALLY apreciate ANY help! Thanks so much in advance!

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  • Conditional formatting in Access

    - by every_answer_gets_a_point
    I have a datasheet that looks like this: ID name_ 1 2 3 4 1 name1 x 0 0 0 2 name2 0 x 0 0 3 name3 0 0 x 0 4 name4 0 0 0 x I have rectangles on a report that correspond to this datasheet. When the report opens, I need the rectangles to be colored red according to the data. For example, in the name1 row where there is an x in the 1 column, I need the specific rectangle corresponding to this (name1, 1) to be colored red. Here is the result that I need: x x x x (where x is a rectangle that is red) Perhaps the best place to place this code would be in ON LOAD event of the report, but i am not sure exactly. Can you please suggest to me some code that would turn the specified rectangles red according to the data?

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  • Why can't I get properties from members of this collection?

    - by Lunatik
    I've added some form controls to a collection and can retrieve their properties when I refer to the members by index. However, when I try to use any properties by referencing members of the collection I see a 'Could not set the ControlSource property. Member not found.' error in the Locals window. Here is a simplified version of the code: 'Add controls to collection' For x = 0 To UBound(tabs) activeTabs.Add Item:=Form.MultiPage.Pages(Val(tabs(x, 1))), _ key:=Form.MultiPage.Pages(Val(tabs(x, 1))).Caption Next x 'Check name using collection index' For x = 0 To UBound(tabs) Debug.Print "Tab name from index: " & activeTabs(x + 1).Caption Next x 'Check name using collection members' For Each formTab In activeTabs Debug.Print "Tab name from collection: " & formTab.Caption Next formTab The results in the Immediate window are: Tab name from index: Caption1 Tab name from index: Caption2 Tab name from collection: Tab name from collection: Why does one method work and the other fail? This is in a standard code module, but I have similar code working just fine from within form modules. Could this have anything to do with it?

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  • Better alternative to autonumber primary keys

    - by Comrad_Durandal
    I am looking for a better primary key than the autonumber data type, namely for the reason that it's limited to a long integer, when I really just need the field to reflect a number or text string that will never ever repeat, no matter HOW many records are added or deleted from the table. The problem is I am not sure how to implement something like turning the current date and time into a hexadecimal string and using that as a unique field I can use as a primary key. Am I just being too paranoid about running out of space?

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  • Access 2007: Dynamic SQL to be run when opening a report

    - by blockcipher
    I'm trying to have some SQL execute when I open a report. This works fine when I try to match on a column that's an integer with an integer, but when I try to match on a "text" column, it keeps popping up a dialog asking for what you want to filter on. Here's a somple query: select person_phone_numbers.person_id from person_phone_numbers where phone_number = '444-444-4444' This is actually a sub-query I'm trying to use, but this is where the problem is. If I change it to this it works fine: select person_phone_numbers.person_id from person_phone_numbers where phone_id = 2 I put this in the OnOpen event and I'm assigning it to Me.RecordSource if that makes a difference. My goal here is to have a form accept query parameter(s) and have it open a report with the results. Any thoughts on why it wants to ask for a parameter vs. just running the query the way I have it?

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  • Copy of Access mdb database being updated by live database

    - by James
    I'm trying to compute statistics for data held in an Access .mdb database. In order to avoid interfering with the live database, I'm working from a copy which I made by simply using copy-paste in Windows Explorer. The copy resides in the same directory, but with a different name. I'm using R and RODBC to connect to the copy of the file. The strange thing is that new data that is being updated on the original live database is appearing in my queries. This is despite the file timestamps of the copy not changing at all. It is also causing some slowdown in the live database. My understanding is that the .mdb files are standalone, or is this not the case? Should I have copied the database in a different way?

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  • Access: Expression too complex to be evaluated

    - by user2502964
    I'm trying to sort out values from a database by the weekending date. The script I'm using functions on 6 of my 7 databases (they are all constructed identically). The 7th database doesn't function. I get the expression too complex error. any help figuring out why?? Here is my code: SELECT UPC_Test.Type, UPC_Test.[Model No], UPC_Test.[Model Desc], UPC_Test.[Serial No], Format(DateValue([UPC_Test].[Test Date]+7-Weekday([UPC_Test].[Test Date],0)),"m/d/yyyy") AS [Test Date], UPC_Test.Parameter, UPC_Test.[Failure Symptom], UPC_Test.[Repair Action], UPC_Test.[Factory Select], UPC_Test.[Test Station] FROM UPC_Test GROUP BY UPC_Test.Type, UPC_Test.[Model No], UPC_Test.[Model Desc], UPC_Test.[Serial No], Format(DateValue([UPC_Test].[Test Date]+7-Weekday([UPC_Test].[Test Date],0)),"m/d/yyyy"), UPC_Test.Parameter, UPC_Test.[Failure Symptom], UPC_Test.[Repair Action], UPC_Test.[Factory Select], UPC_Test.[Test Station] HAVING (((UPC_Test.Type)="Production") AND ((Format(DateValue([UPC_Test].[Test Date]+7-Weekday([UPC_Test].[Test Date],0)),"m/d/yyyy"))=[Enter]) AND ((UPC_Test.[Failure Symptom])<>"") AND ((UPC_Test.[Repair Action])<>"") AND ((UPC_Test.[Test Station])="UPC RF Test")) ORDER BY Format(DateValue([UPC_Test].[Test Date]+7-Weekday([UPC_Test].[Test Date],0)),"m/d/yyyy");

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  • SQL not yielding expected results

    - by AnonJr
    I have three tables related to this particular query: Lawson_Employees: LawsonID (pk), LastName, FirstName, AccCode (numeric) Lawson_DeptInfo: AccCode (pk), AccCode2 (don't ask, HR set up), DisplayName tblExpirationDates: EmpID (pk), ACLS (date), EP (date), CPR (date), CPR_Imported (date), PALS (date), Note The goal is to get the data I need to report on all those who have already expired in one or more certification, or are going to expire in the next 90 days. Some important notes: This is being run as part of a vbScript, so the 90-day date is being calculated when the script is run. I'm using 2010-08-31 as a placeholder since its the result at the time this question is being posted. All cards expire at the end of the month. (which is why the above date is for the end of August and not 90 days on the dot) A valid EP card supersedes ACLS certification, but only the latter is required of some employees. (wasn't going to worry about it until I got this question answered, but if I can get the help I'll take it) The CPR column contains the expiration date for the last class they took with us. (NULL if they didn't take any classes with us) The CPR_Imported column contains the expiration date for the last class they took somewhere else. (NULL if they didn't take it elsewhere, and bravo for following policy) The distinction between CPR classes is important for other reports. For purposes of this report, all we really care about is which one is the most current - or at least is currently current. If I have to, I'll ignore ACLS and PALS for the time being as it is non-compliance with CPR training that is the big issue at the moment. (not that the others won't be, but they weren't mentioned in the last meeting...) Here's the query I have so far, which is giving me good data: SELECT iEmp.LawsonID, iEmp.LastName, iEmp.FirstName, dept.AccCode2, dept.DisplayName, Exp.ACLS, Exp.EP, Exp.CPR, Exp.CPR_Imported, Exp.PALS, Exp.Note FROM (Lawson_Employees AS iEmp LEFT JOIN Lawson_DeptInfo AS dept ON dept.AccCode = iEmp.AccCode) LEFT JOIN tblExpirationDates AS Exp ON iEmp.LawsonID = Exp.EmpID WHERE iEmp.CurrentEmp = 1 AND ((Exp.ACLS <= #2010-08-31# AND Exp.ACLS IS NOT NULL) OR (Exp.CPR <= #2010-08-31# AND Exp.CPR_Imported <= #2010-08-31#) OR (Exp.PALS <= #2010-08-31# AND Exp.PALS IS NOT NULL)) ORDER BY dept.AccCode2, iEmp.LastName, iEmp.FirstName; After perusing the result set, I think I'm missing some expiration dates that should be in the result set. Am I missing something? This is the sucky part of being the only developer in the department... no one to ask for a little help.

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  • Display and Use Advanced Find for Product Subscriptions by Account in Microsoft CRM 4.0

    - by Chris
    By default when viewing an account in edit mode you have access to Opportunities, Invoices, and Quotes which contain the products being shopped by the account and/or the sales department. I'm trying to determine where to store, display, and use the products that an account has a subscription too. I may not understand the implementation but it seems that there should be "Products" option directly off the root Account management window that will show the user all the products the account has purchased. We are trying to integrate this with our production tracking system where product sales can originate from other channels that will not flow through CRM first. This product subscription does not fit into the Opportunity, Quote, or Invoice model because they are confirmed recurring sales that were automatically purchased via tools like a Public Website, Portal, etc. By enabling this tracking in CRM we can use the advanced find feature to facilitate follow up sales and marketing efforts. Example: Find everyone who is subscribed to model A, so we can notify them of a new holiday campaign where they can get 10% off on all add-ons. It's my assumption that this is a common scenario, however I'd like to better understand how to approach this within the world of Microsoft CRM. Thank you in advance.

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