How to Enter New Record in Kmk Microsoft Access Database
Open the Database in Microsoft Access: Scroll down the Navigation Pane (Left Side of Screen) to the Forms Tab; , FORM 1: Open (Double-Click) the Form "1NewEntity" , A Parameter Value Box will appear asking you to "Enter Name of Entity" to ADD a New...
Step-by-Step Guide
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Step 1: Open the Database in Microsoft Access: Scroll down the Navigation Pane (Left Side of Screen) to the Forms Tab;
To Add a New (blank) Record, Click on the 3rd Arrow from the right with the Yellow Star next to it.
This is the "Add New Record Arrow" This will bring you to a blank page of the form. , If you don't know the Entity's Review Cycle at the time, just choose either Monthly, Quarterly, or Yearly for the time being. (You can go back to edit it later) , Once you're done, Right-Click on the "1NewEntity" form and click "Save" then "Close".(Closing the form while adding new records isn't necessary, but it helps to avoid confusion) You have now created a New Record in all of your forms, tables, queries, and reports. , Enter the first few letters or the whole name of the New Entity you've just created in the "Parameter Value Box".
In your "2EntityInfo" form you can add any of the following info:
Responsibility, Active/Passive, Type of Entity, Parent/Subsidiary, Status, Review Cycle, Fiscal Year End, # of Employees, B2B Opportunity, and Business Description. "Save" and "Close"
This form will not have a "Parameter Value Box" because of multiple years with different currency values and financial information.
To find the New Entity that you just added, Type the name of the Entity in the Search Bar at the bottom of the screen (to the right of the Three Arrows) until the record you're looking for appears This is where you can Enter the following info:
Financial Year, Revenue, Gross Margin, and EBITDA "Save" and "Close"
In this Form you can Enter: the Investment Vehicle, Initial Investment Date, KMK Investments/Distributions, Other Family Investments/Distributions, and Remaining Commitment. (Investment and Distribution Totals will be calculated by the KMK and Family Totals) "Save" and "Close"
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Step 2: FORM 1: Open (Double-Click) the Form "1NewEntity"
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Step 3: A Parameter Value Box will appear asking you to "Enter Name of Entity" to ADD a New Record
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Step 4: click OK If you'd like to Edit an Existing Record
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Step 5: enter the first few letters or the whole name of the Entity you'd like to update
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Step 6: At the bottom of each form there are Three Arrows.
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Step 7: IMPORTANT: In order for the New Record to be added to all of your forms
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Step 8: reports
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Step 9: tables
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Step 10: and queries
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Step 11: you must: (1) Enter an "Entity Name" and (2) Choose a "Cycle Description" from the drop down box on the Form "1NewEntity" The "Entity ID" and "Cycle ID" boxes will automatically enter a new Autonumber when you start typing the "Entity Name" and choose a "Cycle Desc".
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Step 12: After "Entity Name
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Step 13: Entity ID
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Step 14: Cycle Desc
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Step 15: and Cycle ID" all have data in their respective boxes
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Step 16: you can add any Contact Info you'd like to add at the time.
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Step 17: FORM 2: Open the Form "2EntityInfo".
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Step 18: FORM 3: Open the Form "3FinancialInfo".
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Step 19: FORM 4: Open the Form "4Investments" and Enter the Name of the Entity in the Parameter Value box.
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Step 20: Open the Form "Reviews" to enter Notes at any time.
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Step 21: If you want to Update an Existing record's information
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Step 22: open any of the 5 forms: (1NewEntity
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Step 23: 2EntityInfo
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Step 24: 3FinancialInfo
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Step 25: 4 Investments
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Step 26: or Reviews)
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Step 27: and use the "Parameter Value" or "Search" Boxes (depending on the Form) to find the name of the Entity you'd like to edit.
Detailed Guide
To Add a New (blank) Record, Click on the 3rd Arrow from the right with the Yellow Star next to it.
This is the "Add New Record Arrow" This will bring you to a blank page of the form. , If you don't know the Entity's Review Cycle at the time, just choose either Monthly, Quarterly, or Yearly for the time being. (You can go back to edit it later) , Once you're done, Right-Click on the "1NewEntity" form and click "Save" then "Close".(Closing the form while adding new records isn't necessary, but it helps to avoid confusion) You have now created a New Record in all of your forms, tables, queries, and reports. , Enter the first few letters or the whole name of the New Entity you've just created in the "Parameter Value Box".
In your "2EntityInfo" form you can add any of the following info:
Responsibility, Active/Passive, Type of Entity, Parent/Subsidiary, Status, Review Cycle, Fiscal Year End, # of Employees, B2B Opportunity, and Business Description. "Save" and "Close"
This form will not have a "Parameter Value Box" because of multiple years with different currency values and financial information.
To find the New Entity that you just added, Type the name of the Entity in the Search Bar at the bottom of the screen (to the right of the Three Arrows) until the record you're looking for appears This is where you can Enter the following info:
Financial Year, Revenue, Gross Margin, and EBITDA "Save" and "Close"
In this Form you can Enter: the Investment Vehicle, Initial Investment Date, KMK Investments/Distributions, Other Family Investments/Distributions, and Remaining Commitment. (Investment and Distribution Totals will be calculated by the KMK and Family Totals) "Save" and "Close"
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About the Author
Daniel Richardson
Daniel Richardson specializes in lifestyle and practical guides and has been creating helpful content for over 2 years. Daniel is committed to helping readers learn new skills and improve their lives.
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