I have this master workbook that I save data to a journal,when I open a old workbook that I made from the journal and make a change I loose all my old data. Had a lot of help from here in the last year to make this invoice,just not sure how to fix. I save invoices from the master and might not open that invoive for a couple of months, then I try and save changes back to the master and loose a lot of data. I will post my workbook and will take all suggestions to fix.
Last edited by zplugger; 12-30-2011 at 01:06 PM.
Any Ideas, or where I should start reading on this subject.
Thanks Z
Could anyone tell me if this can be done, and where I should go to start reading on how to.
Hi Z
You've attached a workbook that has 7 worksheets and a bunch of code. I've looked at the workbook and am a a loss as to how to reproduce what you've described.
Using what you've attached, please give step by step instructions that I need to do to duplicate your issue.
John
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Thanks for looking J
There are 3 invoices that I use,proposal,two day,one day. After I fill in the data on a invoice I save it under the job name then print pdf, save it to the journal. All of these functions work ok,and all my inputs go to the journal. On my two day invoice I might reopen it in a couple of months after I save it to another name and input some more data,so that invoice might be job 1 for example. When I reopen that invoice and make a change and save it to the journal I lose all my other data. Is they a way so it just add to the existing list in the journal, I guess it would be something like a data base. Do this make better since, just make a couple test invoices and save them to a folder, then go back in and make a change to one and see what it does to the master journal. I do not need any data in the journal if it is not the master invoice.
Thanks Z
As you can see almost all my empty boxes use data validation to fill in, click on the hand image to open userform.
Hi Z
Your explanation doesn't work for me so I'll TASK LIST what I've done:
I created a Folder on C Drive called Builder; created a Sub Folder called Master. I placed your file Nichols Electric Master Invoice Ver.8.01.xls in the Master Sub Folder. I fired up Excel (2007) and opened Nichols Electric Master Invoice Ver.8.01.xls.
1. Selected sheet One Day
2. Create Invoice for Job #5, Invoice #789
3. Click on Hand Image...Click on Save As and the Dialog Box opens with the File Name completed (in this case...5). Click on Save. A file named 5 now appears in C:\Builder\Master.
4. Skipped Print PDF
5. Skipped Print Page
6. Selected Save To Journal and was prompted as follows:
'A File Named 'C:\Builder\Master\Nichols Electric Master Invoice Ver.8.01.xls' Already Exists In This Location. Do You Want To Replace It?
Options are Yes, No, Cancel. I selected Yes.
Now, I need you to complete the above task list STEP by STEP so I can duplicate your issue...dumb it down...I don't know your process.
John
If you have issues with Code I've provided, I appreciate your feedback.
In the event Code provided resolves your issue, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.
If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.
That all looks good,try and make a couple more invoices,like job5,job6,job7,job8,job9. and have them all inputed in the journal. Now if you open the master and look at the journal you should see all 5 jobs. Try and make job6 a two day invoice because it only puts the rough amount in the journal. After you do that go back and open job6 and make a change on the invoice,save the change and save to the journal. Now go back to the master and look at the journal,all the other jobs are gone.
Thanks for hanging in their with me.
Sorry Module12 had the wrong code because I made a change,it should be this because it saves to the journal amount different.
Dim NextRow As Long
With Sheet4
.Rows(3).Insert Shift:=xlShiftDown
.Rows(2).Copy Destination:=.Rows(3)
.Rows(2).ClearContents
.Cells(2, 1).Value = Range("Builder")
.Cells(2, 2).Value = Range("Job")
.Cells(2, 3).Value = Format(Range("Date"), "short date")
.Cells(2, 4).Value = Range("Invoice")
If Sheet1.OptionButton1.Value = True Then
.Cells(2, 5).Value = Range("rough")
End If
If Sheet1.optionbuttion2.Value = True Then
.Cells(2, 6).Value = Range("finish")
End If
End With
ActiveWorkbook.SaveAs Filename:= _
"C:\Builder\Master\Nichols Electric Master Invoice Ver.8.01.xls", FileFormat:= _
xlNormal, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
End Sub
Hi Z
Should I assume you know WHY this is happening...or not?
John
If you have issues with Code I've provided, I appreciate your feedback.
In the event Code provided resolves your issue, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.
If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.
I think its overwriting the master journal with less data, but don't know how to fix. Most of the codes
came from help on this forum, all I did was put them in place. I have gotton a lot of great help here.
That's exactly what's happening...now...how to fix it. Let me think on that.
If you wish to modify Invoice 6 two months later what should appear in the Journal...the OLD version of Invoice 6 AND the NEW version of Invoice 6...or should the OLD version be REPLACED by the new version?
John
If you have issues with Code I've provided, I appreciate your feedback.
In the event Code provided resolves your issue, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.
If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.
Thats a tuff question, the first input to the journal from job6 has the rough amount, the next input would have the finish amount. When the first input to journal job6 it fills in the rough amount and the finish is blank. So I guess all I need is the finish amount added to the journal in the job6 line.
Hi Larry
During the last 8 years of my working career I worked with the largest Electrical Contractor in NE Ohio (I retired from there). I can't tell for certain if your business is a Contractor or a Supplier...it appears it's a combination as I see installation charges listed in your Products worksheet.
That aside...we most often used "Progress Billings" in my Company and each invoice would have it's own Invoice Number and Invoice Date. I'm trying to get a sense of what "Rough" vs "Finish" means in your world. The reason I'm curious is that, if we did thisjob6 line would have the ORIGINAL Invoice Number and the ORIGINAL Invoice Date. Is that what you want?So I guess all I need is the finish amount added to the journal in the job6 line
John
If you have issues with Code I've provided, I appreciate your feedback.
In the event Code provided resolves your issue, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.
If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.
Yes that is what I need. The reason behind rough and finish is, I quote the job at a bid, only charge so much on rough and when I go back for the finish stuff gets added
from the first bid so the finish amout changes. I hope this can be done, I know you spent a lot of time on this. Another thing I don't need any data in a journal that is not the master invoice. Once the master invoice has been named something different I don't need the journal sheet in the job invoices if that helps. The master needs to hold all data.
Thank You
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