I am creating a database for Customers and Invoices.
1.I want to select a customer from a drop down list. I only have a few customers.
2.I want to save Invoices to review or make changes before mailing.
Per sample Invoice template.
This is my invoice. I want to be able to create a database record of every transaction. In the end I want to be able to export this data into Access, but it needs to be in sequential rows and columns. I want to be able to list the cells on Sheet 1 that have Data in them in the configuration on Sheet 2 that I have listed. What I need to keep in mind is that someone might have 1 item in a transaction and others might have 5. So I need the ShopID and Customer information to appear in front of every item listed in rows 20-27.
A
B
C
D
E
F
G
H
1
ShopID Data
[Code]....
create an excel spreadsheet, where i can enter all my products name, unit price etc. so when i am doing an invoice for the customer, if i just type the product name price will show up automatically.
View 4 Replies View Relatedneed macros :
Copy From Sheets ("PO")
Copy D7 & H7
Copy C11 : H25 (Only Active Cells)
Paste To Sheets ("Sheet1")
D7 & H7 = Column A & B
C11 : H25 = Column C, D, E, G, H
database.xlsm
Following macro code is for copying Excel Invoice Data to Excel Database. Also cleans the specified cells after copying. Its working Perfectly.
But there are some issues that should be solved.
Problem 1: It copies empty cells(""), formula based cells and blank drop-down list.
Problem 2: After copying it cleans formulas too. Formulas must be remain their.
I have a list box that I'm using to pull customer information from my "Customer" sheet to my "Invoice" sheet. I can actually open, select, and close the userform. However, I can't get the macro to put the information into the specified location on my "Invoice" sheet.
Here's my code so far:
Private Sub Cancel_Click()
Application.ScreenUpdating = False
Unload Me
End Sub
Private Sub customer_Change()
End Sub
Here is the "Customer" sheet I'm pulling the info from:
And here is the location on the "Invoice" sheet that I'm trying to direct the userform to:
And here's my userform just for reference:
The userform works perfectly until I press the OK button. That's when I get the error.
I'm looking to create a dynamic invoice that has one main invoice worksheet that references a worksheet with client billing information. Keep in mind that line items will differ between clients, and ideally I'd want to be able to:
Have date autopopulate, included in every line item Select a client, which populates billing info as well as the invoice # nomenclature specific to that client Be able to have client line items specific to the client populate based on the dropdown I select
Overall, no real specific guidelines, just trying to pick some other people's brains about how to approach a dynamic invoicing template. To preface, we have about 60 clients.
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
I am trying to create a 'Database' of Project Managers where by a skill can be entered into a cell and the VLookup will lookup the Project Manager that has this skill. There is the posibility that there will be more than one Project Manager with the same skill, formula so that the Lookup can return multiple values
the formula i am currently using is; ...
I am seeking assistance in creating a 'database' type function within EXCEL workbook. I need to create a record of all job applications within our area and only a handful of staff have access let alone know how to use access. All are able to use spreadsheet/workbooks. Would like to be able to have entry page (i can do this fine) but I would like a search funtion that will allow staff to be able to track the progress of applications and add comments etc
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My situation is as follows:
1. I have one sheet with all the information about my customers, such as customer name, address, mobile number and email. I have also added customer reference no...... this could act like a primary key in databases...... This is SHEET 1.
2. my other sheet, lets call it SHEET 2.... is basically a template of my quotation where at the top I need to enter the customer details such as customer name, address, mobile number and email.. Sometimes I have returning customers and I need to enter their details again and again.... it is time consuming.
Initially I would like to enter all my customers detail into SHEET 1.
When I have to create a quotation in SHEET 2, I would like to enter a customer reference number and it should bring all the data from SHEET 1 about that customer and place it into SHEET 2 (quotation template)...
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View 2 Replies View RelatedI've been looking around to find a solution for my problem and as a last resort I have decided to make a post, and I will get straight to the point. I have 3 xl Files of relevance:
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Folder Structure.xlsx
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Car
Miles
MPG
Car
Miles
MPG
Car
Miles
MPG
[Code] .....
I need to have a end user form that pulls information from a database and simplifies work for our substitue coordinator. Please be advised I have been working on this and can not get the desired results. I need a form that displays the current date and 5 columns of data the Data needs to be in seperate cells for example cell A1 titled TEACHERS and then the sub coordinator could start typing the name of the teacher in a2 and a predefined database of teachers name, class they teach, etc. MATH, ENGLISH and planning period would be pooled and automaticly fill the cell.
I also would need a second cell say cell B to be call Substitutes and b2- b100 to pull data from a database of substitute names and display their information.
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In another sheet I've made some monthly, quarterly etc., reports for that data.
What I want, is to have:
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I want to accomplish something like this but slightly different:
[url]
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I have tried to accomplish it by customizing the given code but that provedto be beyond my powers ;o)
and some 3rd party software [url]and [url] but non of them is doing what I'm looking for.
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eg of Database
A B C D E F G
10:00 5000 Mon Tues
11:00 5000 Wed Thur Fri
and so on
if a1= 5000 & b1=Wed
how can I return 11:00
I have tried index and match =index(a:a,match(a1&b1,b:b&e:e,0))
The following all is set to occur in Excel VBA (i.e. why it's not in Access forum)
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Database 1
Eric 100
Jenny 200
Gina 300
Doug 400
Database 2
Eric 18
Jenny 20
Gina 34
Doug 55
Been doing a lot of searching with no luck, I think this is a very easy fix I hope.
View 12 Replies View RelatedI'm Trying to create a invoice that generates the invoice number automatically every time its being opened
Now, how to do it with a macro but the problem is i need the invoice to be saved as a template. In the end i need the invoice template to move the invoice number to the next one when opened and when im done with the invoice i need a print button that saves the invoice with contents to a specific folder, clears the contents and saves the invoice with the current invoice number as a template so that next time its being opened it can just adjust the counter.I have done the counter adjustment part .