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THE PROBLEM Assume that you are employed as an accountant by an onlineappliance and electronics wholesaler. On your first day at work, the owner complains

THE PROBLEM

Assume that you are employed as an accountant by an onlineappliance and electronics wholesaler.

On your first day at work, the owner complains about the billing system they use is based on Excel and keeping up with invoices, receivables etc. has been a difficult task.

If you can improve the situation a healthy promotion is waiting for you.

THE CURRENT SITUATION

You notice that the current orders recorded on an Excel spread sheet (see the attached Excel file "invoicedata.xlsx)

Invoices are manually prepared by transferring this data to MS Word. To much time is wasted and the results are not reliable (see the attached filecustomerinvoices.pdf)

The same information is entered many times, e.g company title and address. This is a time consuming event, and nobody can be sure about the accuracy of the entered information. An abbreviated version of the Excel file

In your conversations with the accounting staff, you obtain the following information:

  • After orders are taken, ordered items are combined and picked up byFedEx and UPS to deliver to the customers in different states.
  • The shipping costs are based on the catalog weight of the product.
  • Shipping fees are collected by the wholesaler and paid to the shipping company periodically. The owner explains the difficulty she faces in determining these payments.
  • The shippingfees are $0.19 and $0.23 per poundfor FedEx and UPS respectively.

Your Recommendation and your task: The Excel based approach should be replaced with a DBMS (MS Access) based solution.

SUGGESTION : START WITH THE WORD DOCUMENT CALLED 'suggestedsolution.docx" BELOW

Part I: Create MS Access objects (create tables and relationships):

  1. Create Tables
  2. Create Relationships

Part II: Data Retrieval: Queries and Reports

  1. Create Queries
  2. Create calculated fields
  3. Create reports
  4. Edit Reports

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