Filtering Data, but keeping tables editable.

  • Our CRM software relies on a SQL Server Database, but I have little understanding of the SQL Server side, but have fairly good understanding on the Access side of things. We have orders from about 2005, and we have accumulated over 90000 orders since. I want to build a tracking system in Access, and since we don't need to track older orders that have been already completed, the only way I know of filtering orders from OrderIDs higher than say 90000 is by creating a view in SQL Server.

    Here is my problem though. If I connect tables to get the information I need for my Access database, my tables become read only. This is actually a good thing, because I wouldn't want users in Access changing information that have been entered through our CRM software, but Because of this, when I import the views into Access, and try to implement something related to the information given from SQL Server, even though my own table created in Access is editable, the moment I link the two tables, I can't edit my table anymore. It becomes read only as well.

    The reason I need my table editable, even though the rest of the information is not is because our orders have several steps on them, and I want to add a barcode to each step. The steps are already generated through our CRM software and it would not be efficient if we would have to recreate the order in Access, because we have orders that could have 20-30 steps. This is why I extracted the data from our CRM database, and imported the views into Access. This way I can recreate the Shop Traveler that we use right now to know what we need to do, with the addition of a barcode on each step that when it is scanned it would add a record in my own database that would relate to that specific step from the SQL Server Database. This way, say a customer calls in and asks where their product is at as far as processing. Then we can just pull the order up in Access and see the current step the process is on. We have no way otherwise to pull the information up, because we have printed copies of the steps and no way to track it through our software.

    Can anybody lead me in the right direction on how I should approach this problem? Thanks! Please feel free to ask questions if I'm not fully explaining the problem, or you have a hard time understanding.

    Thanks,

    Peti

  • This is why I extracted the data from our CRM database, and imported the views into Access. This way I can recreate the Shop Traveler that we use right now to know what we need to do, with the addition of a barcode on each step that when it is scanned it would add a record in my own database that would relate to that specific step from the SQL Server Database

    You want to add a record in Access table which is not linked from SQL Server?

    This might help

    http://www.sqlservercentral.com/Forums/Topic216014-131-1.aspx

    Alex S

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