sorry, didnt know what to title this thread.
my firm receives commissions from insurers and they may pay us a lump sum or a regular commission for a period of time.
lump sums are no problems and at present we key on every time we receive a regular commission. i want to automate this
i have a field to identify if the commission is regular and for the period it is paid in months (usually 24 or 48).
what i think is a suitable solution is when a commission is added and marked as regular and the number of months added, some code runs to add 24 or 48 records to a table each one month after the other. i know how to add a single record using xbasic, but not multiple records.
what i then need to do is to be able to cancel/delete those records which have a date in the future at any point during the 24 or 48 month period (indemnified period). reason - if a customer cancels their policy we no longer receive commission. im sure i can do this as have something similar in my app.
this would save a huge amount of time (with one insurer we have over 500 customers receiving a small commission each month so you can imagine how time consuming this can be).
i hope i have explained this well enough and any help appreciated, im sure i would need a loop, but i have no experience with these.
my firm receives commissions from insurers and they may pay us a lump sum or a regular commission for a period of time.
lump sums are no problems and at present we key on every time we receive a regular commission. i want to automate this
i have a field to identify if the commission is regular and for the period it is paid in months (usually 24 or 48).
what i think is a suitable solution is when a commission is added and marked as regular and the number of months added, some code runs to add 24 or 48 records to a table each one month after the other. i know how to add a single record using xbasic, but not multiple records.
what i then need to do is to be able to cancel/delete those records which have a date in the future at any point during the 24 or 48 month period (indemnified period). reason - if a customer cancels their policy we no longer receive commission. im sure i can do this as have something similar in my app.
this would save a huge amount of time (with one insurer we have over 500 customers receiving a small commission each month so you can imagine how time consuming this can be).
i hope i have explained this well enough and any help appreciated, im sure i would need a loop, but i have no experience with these.
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