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Set Design

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    #1

    Set Design

    I have been banging my head against the desk on this one and would love some input.

    Parent Set Trip Information with field Trip_Number

    Child Set one to many. Expenses for that trip with
    linking Trip_number and currency and receipt amount

    I used to have the currency link to a one to one link with a currency data base to store the exchange rates. This way you would only have to change the excange rate in one place and have it change all of the detail expense items in the trip. However when entering a new trip (parent record) and changing the exchange rates. This, of course changed the exchange rates in the previous trip (do not want to do that).

    I have tried numerous other things and wondered if anybody had any ideas on an easy way to do this.

    My goal is to be able to change one exchange rate in any of the detail records and have them change instantly throughout the trip but not carry over to any other trip(parent).

    Thank You
    Tags: None
    #2
    RE: Set Design

    John

    This is a situation where you may want to keep the exchange rate in the child table or the parent table, since the rate is subject to change and you want to record the exchange rate at the point in time that the transactions were made.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment

      #3
      RE: Set Design

      I have thought of this, however in one expense report their can be say 40 line items in one currency which means the user would have to input the rate 40 times in the embedded browse. Also there can be 6 differnt currencies in the report as well none are ever the same?

      I tried a child based on a combo of the tripnumber and type of currency, which seems to work except the data input is strange. If there is already a child record that indicates the exchange rate then a new record is entered using that type of currency the exchange rate stays blank unill the record is saved and it picks up the child association. I have tried various refresh commands but to no avail. Any other notions?

      Comment

        #4
        RE: Set Design

        John,

        What about having your exchange rate field in the parent table with a 'OnChange' event that updates the child records?

        That would allow you to change the rate "on the fly" and update the expenses for that trip.

        Hope this helps,

        Scott

        Comment

          #5
          RE: Set Design

          Well Problem is this. There can be any of 30 diferent currencies in the child records. Hard to code that in the parent for all possibilities.

          Comment

            #6
            RE: Set Design

            John,

            Do I understand that a single trip could be to more than one(1) country and therefor different exchange rates? And each trip be a single record.
            efs

            Comment

              #7
              RE: Set Design

              Yes each trip is a single record with a one to many link and multiple expenses, i.e. breakfast and each can be in a different currency.

              Comment

                #8
                RE: Set Design

                John,

                Based on what you just stated, my guess would be you need to treat each child record independant as far as currency types. I suppose you could have a field in the child table that would have the converted currency total for that ticket. Say you want to convert everything to US currency. You would set your child record currency type field, enter the amount in that currency and then have the result in a seperate field which stores the converted US dollar amounts. You could then use that field to give you a group total for the trip. If you need to change mutiple records all at once I would think a post or update operation would do the job. I hope that makes some sense to you, its late here and I might just be babbling ...lol

                Scott

                Comment

                  #9
                  RE: Set Design

                  "My goal is to be able to change one exchange rate in any of the detail records and have them change instantly throughout the trip but not carry over to any other trip(parent). "

                  This sounds like a case for using a filtered update operation. Prompt user for trip_number, and new exchange rate, let the op change all values for any record that matches trip_number. If you do this from the data entry form itself you wouldn't need to prompt the user for the trip_number, the script could read it right off the form.

                  -- tom

                  Comment

                    #10
                    RE: Set Design

                    Hi

                    "My goal is to be able to change one exchange rate in any of the detail records and have them change instantly throughout the trip but not carry over to any other trip(parent). "

                    An exchange rate is date dependend?

                    date 1, currency a, rate 1.1
                    date 2, currency a, rate 1.0
                    date 3, currency a, rate 1.3

                    In the child table, why not using a relation on exchange date+currency to the currency database so that the date+currency determines which exchange rate is used for calculation.

                    In this case I'm assuming that every change in exchange rate creates a new record for the given currency.

                    Marcel
                    Marcel

                    I hear and I forget. I see and I remember. I do and I understand.
                    ---- Confusius ----

                    Comment

                      #11
                      RE: Set Design

                      John,

                      Do I understand that in a given country that the exchange rate will also change as a function of the date?
                      efs

                      Comment

                        #12
                        RE: Set Design

                        Marcel:

                        I agree with this approach. a separate table containing the daily rates must be established and update each day. The date, currency and rate would be the only entries.

                        Each child record would read this table and calculate the correct rate. The currency table will become grow with time. You would have consider dropping records at some point.

                        You will need logic to default to not altering prior calcuations in the child records if the currency table entry has been removed. Ideally, the trip records and the currency table records would be removed at the same time. Accounting purposes or other legal considerations.

                        I hope this helps.

                        bob adler

                        Comment

                          #13
                          RE: Set Design

                          John,

                          While this is not necessary, one design approach would be to have three tables instead of two - the trip table, the "leg" (or subtrip) table and the expense table. While a trip can involve more than one currency, a "leg" would be restricted to one currency. That way you could indicate the currency in the leg record.

                          This is just a consideration for organizing it so that currency would be defined at the highest level.

                          Steve

                          Comment

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