Macro for Excel

[Ann T.]

How do I set up a macro for sequential numbering in an invoice that is linked to a data entry form in the same work book.

Also I want to save the invoice after it's printed to another workbook and somehow not have the links update the archived information. Is there a macro that would take care of this?

I know nothing about how to do a macro or VBA so please take it easy on me.

Thanks - Ann T.

 

[Smitty]

Welcome to the Board!

You can actually do a lot of this with the macro recorder (just post what you get when you're done and someone can clean it up for you).

If you record a new macro, then Save & Save As, you can then select all-->Copy-->Paste Special-->Values to eliminate links.

To increment the Invoice number you can use something like this:

Sheets("Invoice").Range("A1").Value = Sheets("Invoice").Range("A1").Value +1

But you'd have to indicate when you want the number to update, when the WB is opened or printed.

I'd be happy to send you an Invoice template that does a lot of that but instead of creating copies, saves the invocie data to a database. Just PM me your e-mail address.

Hope that helps,

Smitty

 

[Ann T.]

Invoice numbering and archiving

The information you sent me is very helpful and I have yet to try it, but I think we're on the same page. I would love to take a look at your invoice template and see how it would work for the company. What we're aiming for is to have the number update upon "open", then once it is saved to go to an archive. The archived invoices would be viewed from time to time and we would like the originally assigned number not to change after closing the document. That way if there are edits or revisions to the data input we could edit and print without loss of information.

Thanks again for your help and hope to hear from you soon.

Ann T.

EDIT: Removed your e-mail address for security. File's on its way. Smitty