Purchase order template with PO# auto generate

Welcome.

You will need to use a macro.

Any Formula type solution will be reset each time you save your template.

The way to approach this is to have a Master PO as a hidden sheet in your workbook.

The Hidden Template has the PO number 1000.

You create your order

Then you press a button or select a tab at the bottom of excel or run the macro using the macro command or a keyboard sequence as you like.

The Macro Creates a new Worksheet by copying your template, it pastes your order info into the new sheet and names it using the PO Number and Date.
The Data from the PO including Customer Name and order value are added to your index sheet so you can search for the PO if you need to.

The number in the Template is incremented to 1001 and the workbook is saved.


Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

Remember to desensitize the data.

Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

Ok I have knocked up something for you to play with.

Clicking on New PO or pressing ctrl and n will create a new PO

Also double clicking or right clicking in the sheet named calculation will create a new PO.

The main macro is in a normal macro module.

Select the developer tab, select visual basic, select view and project explorer.

Double Clicking on Module 1 will show you these Macros:-

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Select the developer tab, select visual basic, select view and project explorer.

Clicking on Sheet1 "New PO" will show you this Macro:-
This runs Macro one if you click on this tab.

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Right Clicking on the Sheet name Calculations and selecting view code will show these macros:-

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