Create invoice automatcally

[towners]

Hello all,

I'd like to be able to create an invoice automatically using a workbook that has invoice blanks for each person and a data table with details of all people and invoices.

I've started the code to select the relevant worksheets and insert the specified number of rows based on the occurences of a person and date match.

What I can't work out is how to match the rows of data and populate the invoice lines. i.e if there are 3 occurence of name and date I can insert three rows into the relevant tab but don't know how to select the three rows of data from the source and populate the invoice.

I've pasted psuedo examples of what I am trying to achieve and the code I have so far if anyone can lend a hand.

Invoice tab:

Excel Workbook
	A	B
1	Date	14/02/2011
2	Details
3	A	100
4	D	130
Tom

Excel Workbook
	A	B	C	D
1	Name	Date	Customer	Value
2	Tom	14/02/2011	A	100
3	****	13/02/2011	B	110
4	Harry	13/02/2011	C	120
5	Tom	14/02/2011	D	130
6	****	14/02/2011	E	140
7	Harry	14/02/2011	F	150
8	****	14/02/2011	G	160
Excel 2010 Details is a named range, in my code it is actually "Canx_and_retentions_Subtotal" Data tab Data

Excel 2010

Option Explicit
Private Sub makeinvoice()
Dim i As Integer
Dim nRow As Integer
Dim wb As String
Dim ws As Worksheet
Dim iName As String
Dim iDate As String
Dim sText As String
Dim rng As Range
For Each ws In Worksheets
    If Left(ws.Name, 3) = "Inv" Then
        iName = Right(ws.Name, (Len(ws.Name) - 10))
        iDate = Worksheets("Input").Range("B3")
        nRow = Application.WorksheetFunction.CountIf(Worksheets("CRM Order Data").Range("AK:AK"), iName & iDate)
                Range("Canx_and_retentions_Subtotal").Select
                ActiveCell.Offset(2, 0).Resize(nRow).EntireRow.Insert
Else
End If
Next ws
End Sub

Appreciate any guidance, I know the code doesn't exactly relate to my example posted (it relates to my actual sheets), the example shows what I want to achieve.

Thanks

Paul

 

[Andrew Poulsom]

You could AutoFilter your Data for Name and Date and copy the visible cells (SpecialCells(xlCellTypeVisible)).

 

[towners]

Thank you Andrew, I've googled it to find the context/syntax but I'm strugling to work it out. Could you expand?

Many thanks

Paul

 

[Andrew Poulsom]

Maybe this will help you:

http://www.contextures.com/xlautofilter03.html

 

[towners]

Thanks Andrew,

Not sure I understand what he's doing with the offsets...

Here's my code so far, I get an error "PasteSpecial method of Range class failed" when I attempt to paste the filtered values.

Although my spreadsheet has 37 columns I only want the data from the first few columns to be copied and pasted

Any help much appreciated

Option Explicit
Private Sub makeinvoice()
Dim i As Integer
Dim nRow As Integer
Dim wb As String
Dim ws As Worksheet
Dim iName As String
Dim sName As String
Dim iDate As String
Dim sText As String
Dim rng As String
 
For Each ws In Worksheets
    If Left(ws.Name, 3) = "Inv" Then
        Sheets(ws.Name).Activate
        iName = Right(ws.Name, (Len(ws.Name) - 10))
        iDate = Worksheets("Input").Range("B3")
        nRow = Application.WorksheetFunction.CountIf(Worksheets("CRM Order Data").Range("AK:AK"), iName & iDate)
            If nRow > 0 Then
                sName = Replace(iName, " ", "")
                Worksheets("CRM Order Data").Range("$B$1:$G$1484").AutoFilter Field:=37, Criteria1:=(iName & iDate)
                    With Sheets("CRM Order Data").AutoFilter.Range
                        .SpecialCells(xlCellTypeVisible).Copy
                        rng = sName & "Sect1"
                    End With
                            With ws
                                .Range(rng).Select
                                ActiveCell.Offset(2, 0).Resize(nRow).EntireRow.Insert
                                Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
                                :=False, Transpose:=False
                            End With
            End If
    End If
Next ws
End Sub

Thanks again
Paul

 

[Andrew Poulsom]

Is there anything on the clipboard immediately before the PasteSpecial? I think you will find that Insert is doing the copy. Which columns from the AutoFilter Range B:G do you want to copy?

 

[towners]

Hi Andrew,

Thanks for the reply.

I've modifed my code based on the link you sent me and I can paste the autfilter selection. My problem is that the whole row of 37 columns is pasted and I only want the data in columns B:G pasted. As you can see i made the range B:G in the autofilter but that doesn't seem to be the answer...

Option Explicit
Private Sub makeinvoice()
Dim i As Integer
Dim nRow As Integer
Dim wb As String
Dim ws As Worksheet
Dim iName As String
Dim sName As String
Dim iDate As String
Dim sText As String
Dim rng As String
Dim rng2 As Range
Dim rng3 As Range
For Each ws In Worksheets
    If Left(ws.Name, 3) = "Inv" Then
        Sheets(ws.Name).Activate
        iName = Right(ws.Name, (Len(ws.Name) - 10))
        iDate = Worksheets("Input").Range("B3")
        nRow = Application.WorksheetFunction.CountIf(Worksheets("CRM Order Data").Range("AK:AK"), iName & iDate)
            If nRow > 0 Then
                Worksheets("CRM Order Data").Range("$A$1:$G$999999").AutoFilter Field:=37, Criteria1:=(iName & iDate)
                    With Sheets("CRM Order Data").AutoFilter.Range
                        Set rng2 = .Offset(1, 0).Resize(.Rows.Count - 1, 1) _
                        .SpecialCells(xlCellTypeVisible)
                    End With
 
                    Worksheets(ws.Name).Activate
                    sName = Replace(iName, " ", "")
                    rng = sName & "Sect1"
                    Set rng3 = Sheets("CRM Order Data").AutoFilter.Range
                    rng3.Offset(1, 0).Resize(rng3.Rows.Count - 1).Copy _
                    Destination:=Worksheets(ws.Name).Range(rng)
 
            End If
    End If
Next ws
End Sub

Thank you again

Paul

 

[Andrew Poulsom]

Instead of:

With Sheets("CRM Order Data").AutoFilter.Range

try:

With Worksheets("CRM Order Data").Range("$A$1:$G$999999")

 

[towners]

Thanks, I've changed that but still pasting the whole row...

 

[Andrew Poulsom]

Looking again I think it's this that needs changing:

Set rng3 = Sheets("CRM Order Data").AutoFilter.Range
rng3.Offset(1, 0).Resize(rng3.Rows.Count - 1).Copy _
    Destination:=Worksheets(ws.Name).Range(rng)

to:

Set rng3 = Worksheets("CRM Order Data").Range("$A$1:$G$999999")
rng3.Offset(1, 0).Resize(rng3.Rows.Count - 1).SpecialCells(xlCellTypeVisible).Copy _
    Destination:=Worksheets(ws.Name).Range(rng)