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can restore the Tabbed Documents option Click the Microsoft Office button and then click Access Options On the left pane, choose Current Database In the Application Options group, check Tabbed Documents and then click OK Close and restart the database for the change take effect More about setting work place options can be found in 16 You can now add more objects and delete those you don t need or change the names to fit your business You can also add and remove fields from the tables and change report and form styles and content You may need to change relationships if you remove a related table or field that is used as a link After you have tailored the database to fit your needs, you can create custom group categories in the Navigation Pane that include related activities For example, place all the work order related forms and reports in a group named Workorders This group will include the following: Workorders by Customer form Workorders form
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Invoice report Print Invoice form Payments form A second custom group, named Preview Reports, will include the following reports: Revenue by Employer Sales by Month Finished Workorders in House Unfinished Workorders Workorder Summary
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FIGURE 3-5
Downloading the Service Call Management database
A third custom group, named Other Information, will include the following forms for data viewing and entry: Parts Payment Methods My Company Information Employees Each of these groups replaces a choice from the main switchboard that opened at startup in Access 2003
3:
Creating a Database
PART I PART I PART I
FIGURE 3-6
The new Service Call Management database in Access 2007
Running the New Application
When it opens, the Home Tech Repair application automatically displays the main form, Workorders by Customer (as shown in Figure 3-6), where you can enter new work orders or edit an existing record The Workorders form (Figure 3-7) contains specifics about a single work order, including the employees who work on the job, their billing rate, and the hours spent The costs are calculated and displayed with payments credited to the work order and the remaining balance computed To return to the previous form, close this form by right-clicking the document tab and choosing Close in the shortcut menu To make the template database conform to the needs of the Home Tech Repair company, you need to make many changes Some fields are unnecessary and need to be removed; others should be renamed Additional forms and reports that depend upon different queries, filters, or sort orders might be necessary All these changes can be made to the Home Tech Repair database built from the Service Call Management template (Changes to a table design are discussed in the next chapter Queries are covered in 8, and form and report designs are discussed in 10 and later chapters)
Part I:
Getting Started
FIGURE 3-7
Reviewing the details of a Workorder
Starting with a Blank Database
To create a new blank database, do the following: 1 If the Getting Started window is not already open, click the Microsoft Office button and choose New Then select Blank Database in the center pane 2 The blank database pane opens, where you can enter a name for the new database and click the folder icon to browse for the folder in which you want to store it 3 After entering a custom name for the new database and opening the folder where you want to store the database, click Create A new empty table is started for you in the tabbed document window and the new table name, Table1, is listed in the Navigation Pane (Figure 3-8) The Datasheet tab is active and contains all the tools you need to build the new table in Datasheet view Notice that the first field in the new table, ID, is the primary key field, which is an AutoNumber data type Click in the ID field and you can see the data type in the Data Type text box in the Data Type and Formatting group on the ribbon The Unique field property is also checked to prevent duplicate values
3:
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