Excel 2003 :: Log Sheet - Creating Invoices
Apr 20, 2014
I am using Win XP Pro, Excel 2003. In the workbook, I have a invoice spread sheet (lets call it sheet1) to create invoices. Once the invoice is completed, I save it with this macro which saves it to the contents of E3 and E7 for the file name:'
Sub SaveMeExtraQUOTE()
Application.DisplayAlerts = False
' Dialog's Title
strTitle = ""My Tite""
If MsgBox("WARNING !! STOP! Enter ALL your quotes information to be saved BEFORE saving the file!!!
[Code] .......
This is working just fine BUT it keeps saving it to a template file where the master template is kept. Why will it NOT save it to the QUOTES folder when I am using this:
Filename:="C:EXCELATX Concrete DesignQUOTES"
I am also trying to have a space between the contents of cell E3 and E7 when the file name is saved. Now it just puts them together.
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Apr 18, 2010
I have the office 2007 Suite.I have a small business, where i sell online mostly. I'm creating a simple spreadsheet using Excel 2007, a workbook that has simple financial statements.
I'm creating a list of customers along with what they order, what they paid, how they paid, (paypal, cheque) etc, The first column is the invoice number, and each is unique to each customer. I add as i get orders. so my list of invoices has the following fields as column headers
Quote:
Invoice Number Customer Name, Paid by Paypal, Paid by Cheque, Amount, Cusotmer email, Customer address, There are more and i won't list them all. Now each time i send an order, i have to fill in the excel worksheet. I then create the invoice separately in Word 2007 which i print to send to the customer with the order in the mail. The third step is sending an email to the customer upon despatch, using Outlook 2007.
I don't want to use accounting software as that is too complicated for my simple little business. What i do want to do however is combine all three tasks instead of having to open different programs and copying and pasting between them. I'd like to be able to add the data to Excel either using a form (ideally) or direct, then i'd like to be able to click on the "customer email" field to send a confirmation email to the customer, and also to be able to have an automated invoice, either in excel or Word, which draws the information automatically for each invoice, so that i only have to print it.
At the moment i'm doing all 3 tasks separately, when i know they can be automated.
1. I have about 20 columns of data for each invoice, ideally i'd like to be able to enter them from a form as it gets cumbersome going through them all in Excel. The form could be either in Word or Excel, which would be easier?
2. Using the invoice number as the unique field, how can i create an invoice that would draw out the required fields from the Excel data automatically, just by clicking a button? I dont' mind using either Excel or Word, whichever is easier, and i do have Access too, but i don't know if i should use that, or not. I don't need to draw any other data. I only want to print invoices and send confirmation emails.
3. After printing the invoice and posting the order to the customer i sent them an email confirming. Again i have to manually enter or copy and paste data in the email, which i know could be automated, if i create a template, and have some fields that are automaitcally populated using the fields in the date already entered.
These fields ususally include the total paid, currency paid, address, name and how many ordered. All of this could be automated, but i'm not sure how to do it.
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Nov 21, 2011
How do you create a reference number to be posted in a userform2 that is opened from an earlier userform1 where you have entered some initialisation data and generated a source reference number. ie set of data has reference X and there will be y items in that set want references in form X01 to Xy (y unlikely to exceed 20). Want to put references 'X01' into the userform2 and cycle through data entry in userform2 from source reference X01 to Xy. (I'm having problems with the transfer from 1 to 2!)
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Jun 5, 2006
I have one list of invoices one on sheet and a column next to them where it says paid or not paid. I am trying to pull only the "not paid" amounts into another sheet but want to do this without the zeroes or spaces in between rows.
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Mar 25, 2014
I have two Sheets, first is Service Data, the second is Log Sheet. In the Service Data sheet I have a column of serial numbers in column A. I also have a column of serial numbers in the Log Sheet, column A.
I'm looking for a conditional format whereas I enter numbers into column A on the Log sheet it will auto highlight the cell if I duplicate a serial number from row A in the Service Data sheet. I would like it to highlight the Duplicated number on the Log sheet. I know new versions of excel make it easier to do this but unfortunately I have Excel 2003.
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Aug 25, 2013
We have a huge excel-sheet, containing disputes with customers. Everytime there is a dispute, the customers data will be transferred into the sheet. The sheet is organized like this:
DATE / NAME / ID / COMMENT / FREQUENCY (how often one customer appears in the list) /ID2 (ID combination of the date + ID) /Weekday
And here comes the task:
Find all customers who appear 10 work-days(Mo-Fr) in a row. So if a customer appears Mo-Fr and keeps on being in the list the next Monday etc. it still counts as "in a row". Same with official holidays. If a customer appears at a certain date he is "booked" and it doesnt matter if a appears a second time on that specific date.
Attached to this post you find an example in which you can see the structure of my excel sheet!
example.xls
Note: I had to use a german version of excel when I made this little example - thats why the formula in the collum "Frequency" says "Zahlenwenn" its the german version of COUNTIF
Excel 2003
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Mar 26, 2012
Using Excel 2003
We have a spreadsheet set up showing a list of sales invoices, each invoice has the customer name and a customer reference assigned to it i.e B1, B2 etc
We want to set up another sheet that takes the sales invoice information but only picks up that which relates to a specific customer, i.e want a list of the invoices relating to B1
This will be done with a view to creating statements for each individual customer reference number which will just take info from these sheets B1,B2 etc
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Jan 16, 2014
I have Excel 2003
My spreadsheet has multiple lines of data for multiple items (have a specific item #) and I need to be able to enter an item # on a different sheet so that the requested information can be pulled from the data source. The items have information on multiple rows. I need to have all of the rows pulled into my output file when I specify the specific item. #.
I have attached a spreadsheet showing the type of data is contained and what my desired output would look like.
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Oct 13, 2011
I have been given an excel model to review;the workbook has 53 sheets. I would like to know if there is a way to create a flowchart/matrix with the relation of all the sheets. I would like at least to get a list of all the sheets related to each sheet. All what I was able to do is to get all the sheet names in one sheet. (I am using Excel 2003).
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Nov 8, 2011
I have two work sheets where I have data.
Sheet1 contain daily input table which as follows:
Name salaryBonusXX10002XY9001YY11002ZY15003ZZ12502AA10502AZ9501
Sheet2 have table where all the information is saved. So we can say this is database of sheet1. Which store every day information of sheet 1.
SALARY DATABASEMonth Name Salary Bonus
Problem:
I want that when I finished writing on the sheet 1(which i do manually) then with macro it go the sheet 2 and find first empty cell in the name column and past the all the data of sheet1 table. Months I will put manually. I am working on MS2003.
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Feb 7, 2013
Excel 2003
Windows Vista
I keep getting this error: (at the line highlighted in green)
Runtime error '1004'
PasteSpecial method of range class failed
**** Open workbooks to transfer temporary data
[Code]....
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Feb 16, 2013
I wanted to know if it was possible for me to be able to copy a whole row into a different sheet based on a column value. For example, if B6 = CLOSE, the whole row would be coppied to the sheet name CLOSE. If B6 = OCCUPIED it would be copied to sheet name OCCUPIED. I also need if W7 = to a date thats passed today it would be added to the sheet name EXP PRD. An off topic question, i have this code for column "W":
=COUNTIF(W6:AD155,">"&TODAY()+15)
It works just fine, but I also have "N/A" / "INDEF" in the blocks as well so it's not giving me the correct results. I'm using Excel 2003.
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Apr 28, 2013
I've used excel to do a lot of managing stuff as far as budgets. I'm not sure if this can be done or how. I'm not to great in excel, So perhaps you can lead me a hand. I'm starting out a home based business and trying to set everything up so I'm ready to officially start. I am planning on getting a scanner to keep track of what comes in and out.
So what I wanted to try was if I scan "A" 4 times I wanted the QTY to be 4 so basically group similar Items move on to "B" and oh crap I found 10 more of "A" scan that and have it updated now to 14. You catch my drift? so I'm not sure if a statement like {if "A" is scanned then the QTY would be +1} Then the sales part would be the opposite of that statement.
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Oct 23, 2013
(EXCEL 2003)I have 6 worksheets for 6 separate ad reps that will be populated with customer info. To make my life simple I just want column A from each of the 6 worksheets to show up on a master sheet in column A. But what also needs to happen is if we add and delete customers that also needs to happen on the master. I understand the "=" and then pointing to a cell in another sheet and hitting enter. I got that to work but I just have soooo many cells to work with that would just be way too time consuming.
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Dec 31, 2013
I have sheet containing a schedule of data. It is a record of changes on a project, each change is sequentially numbered and contains a row of data (date of change, whether approved, cost of change etc). Each change is given a cost centre reference (1 of 10 cost centres are being used) depending on the type of change being made.
I need to keep that record of the overall schedule of changes but I also want to extract each of the cost centre categories into a sub table on the sheet to give a schedule of changes against each category.
I have almost achieved what I want but one method leaves blanks in the sub table which I want to avoid and the other method I used to remove the blank lines but needs the first method sheet calculated before it then goes to work and seems rather cumbersome and I suspect there is a much easier method. (I also want it to be compatible with excel 2003 so it can be used across several platforms.)
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May 19, 2010
Using excel 2003, Workbook has several sheets, all sheets are protected workbook is not. I have my cells containing formulas locked, I have unlocked the other cells that require input of various data. When the user goes to type in a "unlocked" cell, (to over write the now obsolete data) it will not allow the user to delete the data, the curser remains a cross and the formula bar or the cell itself will now allow any changes.
I have double checked that the cells are unlocked. I can enter data after the last entry in the unlocked row and or column, but I want to be able to "cut or delete the data that is no longer need and begin entering data from the beginning cell of choice. I want to copy this "old" data to an archive sheet, but it will now allow me to select it.
Example: I have 6 columns starting, (a to f) the formulas are in columns e and f and start at row 4 These columns are locked and hidden. Columns a,b,c and d are unlocked for user input. All data is started from A5 which I want it to start from each time the old data is deleted and new data entered. If I place my curser on any of the cells in the e and f rows, the cursor remains a cross which is what I expect it to do, but columns a to d are doing the same thing, they are acting as if they are locked OR atleast those cells in the a to d areas which have existing data, as I can enter below.
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Jul 15, 2012
How do i deselect grid-lines in Excel 2003 so as the sheet is clear.
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Jun 14, 2013
I have an excel file (2003 version) with one sheet called sheet1.
On sheet1 I have multiple text boxes, however each text box has the same text box number "Text Box 1244" (this number appears in the top left-hand side in excel when I click the textbox).
I was wondering if it's possible to rename the text boxes based on their location on the sheet.
Eg. If i had a sheet with 5 rows of text boxes and 3 columns of text boxes (15 text boxes in total).
The top left-hand box gets renamed to "Text Box 1", then the text box below that gets renamed to "Text Box 2" and so on to the bottom of the sheet to "Text Box 5". Then the vba script would move to the text box that was to the right of the first text box (1st row again but 2nd column), and rename all the text boxes in that column ("Text Box 6" onward).
The outcome would look something like:
TB1 TB6 TB11
TB2 TB7 TB12
TB3 TB8 TB13
TB4 TB9 TB14
TB5 TB10 TB15
I'm stuck on this problem a while now and cannot find any scripts to solve it. My VBA is non-existent, I usually get by on bits of code I find on the web.
I hope each textbox has a hidden co-ordinate associated with it, then it might be possible to loop through all the textboxes based on their positions and rename them.
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Dec 19, 2011
I need to find the last instance of "IO" in column E and copy cells in columns B to E for the row below to another tab called "OP" cell O9.
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Nov 27, 2012
I used to use Excel many many years ago for all my basic business databases and pivot table reports (so was at a basic competency level) and want to use it again but it has been quite a while and I can't remember how to do the following.....
I want to build a database of sales and purchase info in say 'sheet 1' - let's say 30 different headed columns and then many lines of different information under each column.
In 'sheet 2' I want to create an invoice template of my own design (I can do easily) for printing.
This template will need to extract say 10 bits of information from a particular row and then put them in a certain place on this sheet.
How can I type in one piece of information in a cell on sheet 2 (say the invoice or line number of the database) and that will then trigger all the other needed information from that particular line in sheet one onto this template?
I know it can be done but for life of me can not remember the formulas to use for these other cells in sheet 2 based on the info put in that one 'trigger' cell
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Nov 19, 2012
I'm working on a dynamic payroll spreadsheet that will automatically calculate the overtime worked in a week. Right now, I'm running into a snag. My issue is with the formula in Column R. Right now, as shown below, it is doing the calculation based on regular hours minus 40 to determine the OT time. The snag is very messy and it lay in this: while the row by row calculations for total overtime worked for the week is correct, the sum at the bottom is very much off. I need an accurate method to sum the hours of overtime for the given column.
Here are the guidelines for the pay periods and overtime:
1. The pay periods for the month go from the 1st to the 15th and the 16th to EOM (End of Month). This means that the pay period could end on any given day of the week. More on this in a moment.
2. A work week is defined as Sunday to Saturday.
3. Overtime is calculated based on the rule of anything over 40 hours in a given work week.
4. Holiday hours worked do not count towards the 40 hour mark in granting overtime since Holiday pay is automatically overtime.
If it were just a matter of a bi-weekly (every 2 weeks) pay period, I would simply state =IF(weekday(DATE)=7,Hours_Worked - 40,0), and tag a SUM(range) at the bottom. Unfortunately, with it being a semi-monthly (twice a month), the end of the pay period could be a Wednesday, so a reference to day of the week won't work unless the formula can dynamically determine which set of data to evaluate.
I'm completely willing to toss out the current method of determining overtime. This is the calculations sheet that references a cleanly formatted and designed time card on a tab called "Time Card", so this isn't the full workbook. In fact, once the whole thing is done, this calculation sheet will be hidden.
Columns M and N (which are formula referenced in Column P) are basic End - Start calculations and were hidden to simplify the display as well as the number of formulas displayed.
Column L (formula referenced) is a Yes/No display for if the date in question is holiday pay.
Excel 2003
H
I
O
P
Q
R
S
1
Start Work
Time Out
Day Count
[code].....
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Oct 22, 2007
I have some experience with excel, but until now have not ventured into VBA and macros.
I have a workbook which will have the following sheets:
1.Absence Summary sheet - Summarises data from each employee's individual sheet.
2. Template Sheet - A sheet formatted as an absence record sheet, but without data.
3. Individual employee Absence record sheets - Based on the Template sheet.
I have read with interest the various posts and help files on User Forms & Macros, but have got a bit stuck.
My Aim: ....
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Nov 6, 2008
In column A I have account numbers.
I press a button and the selected account number is transfered to another sheet (active invoices) and then is used as a criteria in a msquery.
heres the code ....
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May 12, 2014
I have an invoice set up to save the invoice as a pdf file and generate a new invoice number with a macro. How can I keep multiple open invoices open?
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Dec 4, 2007
I have written some code for a friend of mine, but I cannot test it because I currently don't have a printer attached to this computer. I am confident that it will work, but I would like a second set of eyes to confirm that I havent missed anything.
I have a userform with two textboxes. One of them asks how many copies of the invoice to print out, and the second one asks what invoice number to start with. THe invoice numbers are recorded in Cell I1.
[Code]......
Also, for the future, in a situation like this, is there anyway to test if the code would work without a printer? I tried substituting printpreview, but my computer locked up.
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Jul 29, 2009
have a look at the attached file. I am trying to create invoices per each row of this sheet, where in Column C is the receipients' address, in D is the invoice number, in E is the item name, in F is the invoice date.
I am trying to create one invoice ( the invoice from I have also created in Excel ) for each row.
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Dec 4, 2007
I have written some code for a friend of mine, but I cannot test it because I currently don't have a printer attached to this computer. I am confident that it will work, but I would like a second set of eyes to confirm that I havent missed anything.
I have a userform with two textboxes. One of them asks how many copies of the invoice to print out, and the second one asks what invoice number to start with. THe invoice numbers are recorded in Cell I1.
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Jul 29, 2009
I am trying to create invoices per each row of this sheet, where in Column C is the receipients' address, in D is the invoice number, in E is the item name, in F is the invoice date.
I am trying to create one invoice ( the invoice from I have also created in Excel ) for each row.
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Nov 27, 2008
Could someone give me the exercise to be followed to create auto numbering in invoices in Excel as same urgently required.
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Apr 19, 2010
I have an Excel 2003 file that contains hyperlinks to OneNote notebooks on a Sharepoint site. An Excel macro looks for these links and determines the full hyperlink address which is then assigned to a variable. An Outlook message is generated which includes the hyperlinks.
The hyperlinks work in the Excel file. I can also copy them from OneNote and manually paste them into an Outlook message and they work. However, when I obtain their full address and transfer that to the email through code, the links do not work. The hyperlink address from OneNote starts with "onenote:http" which is not recognized as a link.
If I can do this manually, there must be a way to do this with vba. Are there characters I need to include in the OneNote hyperlink address to make this work? Is there another way to transfer the working link from Excel to Outlook?
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