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ACCESS – REVENUE CYCLE

ACCESS – REVENUE CYCLE. CHAPTER 6. CUSTOMER. Internal controls: Unique numbering system to avoid duplication Use of validation rule: Like “#####” Requires 5 digits Input masks-also has a wizard >LL 2 capital letter >LA 1 capital letter and one either capital letter or digit.

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ACCESS – REVENUE CYCLE

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  1. ACCESS – REVENUE CYCLE CHAPTER 6

  2. CUSTOMER • Internal controls: • Unique numbering system to avoid duplication • Use of validation rule: • Like “#####” • Requires 5 digits • Input masks-also has a wizard • >LL • 2 capital letter • >LA • 1 capital letter and one either capital letter or digit

  3. Features of Validation rules and Input Masks • Input Mask operates on each character as it is entered, but issues only a standard error message. • The Validation Rule operates on the field as a whole, so it does not warn users of errors until they try to exit the field. A customized error message will be given.

  4. CUSTOMER • Internal controls continued: • Blocking fields such as CreditLimit • Ex 6.7 and Ex 6.8page 284 – make two customer input forms – one for general use with the credit limit field blocked, then make one for the credit department with only the credit limit available for use.

  5. Inventory • Internal controls • Use of input masks to protect data entry • Eg. 6 character code • >LA\-000;0;_ • First character is a capital letter • Second character can be a capital letter or digit • Hyphen inserts automatically • Next three characters must be digits • ;0 tells Access to store the hyphen • ;_makes the underscore character the placeholder on input forms

  6. Inventory • When you have a limited list of possibilities use a comb box (drop down list) to make data entry more accurate.

  7. Sales Order • Since the link for the Sales order and the Inventory tables requires a many-to-many relationship, a foreign key cannot be used to link the tables. • A connecting table must be created to link the relationships which has two primary keys—the primary keys from both tables • Then using the Relationship feature under the Tools on the menu bar, create the relationships with the tables. (page 305)

  8. Sales order • Entry from is a form/subform combination – page 308

  9. Sales table Simple table that uses the invoice number as the primary key. • Other fields needed are the date, customer number and sales order number.

  10. Sales-inventory table • Created to link the Sales and Inventory tables, since they represent a many-to-many relationship. • Primary keys are InvoiceNumber and InventoryItemCode. • Refer to page 317 for relationships.

  11. Cash Receipts • Tracks remittances from customers using a remittance advice number as the primary key. • The table is linked to the sales and SalesOrder tables by the customer number. • Relationship chart – page 327

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