DammitJanet
New Member
- Joined
- Oct 5, 2013
- Messages
- 1
Hello friends!
Hope you can help.
I've got 12 projects.
Each project has the following categories:
Legal
Development
Engineering
Land
Each heading has quotations from more than one company:
Legal- McBeal Attorneys, Fischer and Smit, Dante, Muffin and Sons
Development- Terry Trucks, Mary's Manacles, Lions squad
Etc.
These companies then provide us with invoices which are allocated against the quote
E.g. McBeal attorneys quote us for ZAR 20 000
We get 3 invoices which add up to ZAR 20 000
So far, so good right? I don't have any issues and have used sumif, vlookup, etc. to pull out this data.... and pivoted it.
My problems now are:
1. Some quotations cover more than one project and I need to split these amounts per project
1.1. Sometimes it's easy and the company will say: We estimate ZAR 10 000 for Project X, and ZAR 10 000 for Project Y
1.2. BUT sometimes they give it to me overall, e.g. ZAR 20 000 for project X and Y, and ONLY when we get the invoices, will it allocate how much per project.
2. Sometimes the quotations and invoices are in different currencies and I need to convert the amounts from USD, GBR, Euro, etc to ZAR.
Right now, I'm chugging away doing things pretty much living the life of a data capturer and trying to figure out the simplest way to:
Allocate all invoices against a quote given. (Simple yes), but then, ensure that if the quote is for more than one project, the amounts are split correctly to ensure all projects reflect the correct amounts.
I know this sounds EXTREMELY and Incredibly easy to some people, but I'm at a loss here... I've googled youtube vids for macros (I really like the idea of the Userform, but ha, don't know how to create one to use it especially with the language barrier).
I know this may be asking a lot, but would there be anyone who can talk/walk me through this?
(I can hear someone screaming at me: "Go to excel classes you demanding freak!")
It's true!!! I am demanding!!
but please... for the love of , please
Hope you can help.
I've got 12 projects.
Each project has the following categories:
Legal
Development
Engineering
Land
Each heading has quotations from more than one company:
Legal- McBeal Attorneys, Fischer and Smit, Dante, Muffin and Sons
Development- Terry Trucks, Mary's Manacles, Lions squad
Etc.
These companies then provide us with invoices which are allocated against the quote
E.g. McBeal attorneys quote us for ZAR 20 000
We get 3 invoices which add up to ZAR 20 000
So far, so good right? I don't have any issues and have used sumif, vlookup, etc. to pull out this data.... and pivoted it.
My problems now are:
1. Some quotations cover more than one project and I need to split these amounts per project
1.1. Sometimes it's easy and the company will say: We estimate ZAR 10 000 for Project X, and ZAR 10 000 for Project Y
1.2. BUT sometimes they give it to me overall, e.g. ZAR 20 000 for project X and Y, and ONLY when we get the invoices, will it allocate how much per project.
2. Sometimes the quotations and invoices are in different currencies and I need to convert the amounts from USD, GBR, Euro, etc to ZAR.
Right now, I'm chugging away doing things pretty much living the life of a data capturer and trying to figure out the simplest way to:
Allocate all invoices against a quote given. (Simple yes), but then, ensure that if the quote is for more than one project, the amounts are split correctly to ensure all projects reflect the correct amounts.
I know this sounds EXTREMELY and Incredibly easy to some people, but I'm at a loss here... I've googled youtube vids for macros (I really like the idea of the Userform, but ha, don't know how to create one to use it especially with the language barrier).
I know this may be asking a lot, but would there be anyone who can talk/walk me through this?
(I can hear someone screaming at me: "Go to excel classes you demanding freak!")
It's true!!! I am demanding!!
but please... for the love of , please 
