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Adding a new offer number

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    Lightbulb Adding a new offer number

    Hello guys!

    I am new so be forgiving

    I am writing to you with a complicated macro. I need to add it to my excel in work.

    Short description:

    The task of this macro is to give the next offer number, but I need something to choose between who is making an offer. (dropdown list?!)

    The offer number looks like this - 999-AA-12-2018 - next number will look 1000-AA-12-2018 (offer made by same person [AA - initials] like the previous one)

    999 - is just next number
    AA - is initials of person who is making an offer
    12- is a month
    2018- a year

    Is this possible to make this kind of macro?

    BEST,
    tomasszz

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    Forum Expert Mumps1's Avatar
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    Re: Adding a new offer number

    Could you attach a copy of your file? Explain in detail what you want to do using a few examples from your data and referring to specific cells, rows, columns and sheets. De-sensitize the data if necessary.
    You can say "THANK YOU" for help received by clicking the Star symbol at the bottom left of the helper's post.
    Practice makes perfect. I'm very far from perfect so I'm still practising.

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    Re: Adding a new offer number

    I can't add here the excel file.
    I think it should look like separate window where the user can choose: actual date (dd-mm-yyyy)[if it is possible, the macro will set the current date], next number, own initials, and if it possible to manually enter two companies.

    I dont know how to explain that.
    I can only imagine that I click on the button, a window pops up where I choose my initials and the rest is automatically added.
    Attached Images Attached Images

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    Re: Adding a new offer number

    It's difficult to work with a picture. Perhaps you could upload a copy of your file to a free site such as www.box.com or www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. It would be of great help of you could include a sheet that shows what the end result would look like.

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    Re: Adding a new offer number

    I cant post any link, before I post a few times - I am new so this is probably the reason

    This is a complicated topic for me, I guess I need to build a database to choose from the list of suppliers and clients or Person.
    Such a macro could unbelievably speed up the work. I click the "add offer" button, I choose my initials, customer, supplier or several suppliers and everything is automatically added to the entire list of offers.

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    Re: Adding a new offer number

    Does this help?
    See attached.
    If you want to post an example -> Press Go advanced(bottom right) and then scroll down -> manage attachments
    Attached Files Attached Files
    Click the * Add Reputation below to say thanks.

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    Forum Expert Mumps1's Avatar
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    Re: Adding a new offer number

    Try the attached file. I'm not sure if this is what you were looking for but maybe it could be a start to work on. When you click on column A, a calendar will pop up for you to choose a date. Don't enter anything in column B. Make a selection in columns C, D and E and the offer number in column B will be added automatically. Don't enter anything in cell B1 or delete it. Even though you can't see its contents, it holds the offer number and the macro uses this number to generate the next number. Please let me know how it works for you and if you want to make any changes.
    Attached Files Attached Files

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    Re: Adding a new offer number

    If I understand your requirement right, this could be one way the get the next number.
    Change all the A1 Cell references to the cell you want changed.
    Please Login or Register  to view this content.
    If the initials of the person offering it is in Cell H1 (=DropDown List) and the invoice number is in Cell A1, this might also be a consideration.
    Please Login or Register  to view this content.
    Last edited by jolivanes; 12-11-2018 at 06:46 PM.

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    Re: Adding a new offer number

    Mumps1 and dotchiejack

    The "offer" file have the button that I would like to have
    The "tomasszz" file have all the data that I need

    If you combine these two solutions, it would be exactly what I need.
    I would like to have a button, after which the window will pop out. I would like there to pop up the options of choice: merchant, customer and supplier, and date. After accepting the selected options, a new line would appear and be given a new number. The order of the columns is not very important, it would be even better if the first column was the offer number, followed by the date, initials, customer, supplier (with the supplier must be one or several different selections that will be visible in the cell) and the unique offer number [example: 458-CC-12-2018]

    EDIT: of course it is required to add new customer or supplier to the base when a new one appears to company
    Last edited by tomasszz; 12-12-2018 at 07:34 AM.

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    Re: Adding a new offer number

    bumping this thread

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    Valued Forum Contributor dotchiejack's Avatar
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    Re: Adding a new offer number

    You should post an example file or give us at least the column headers.

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    Re: Adding a new offer number

    Here is the example
    Thanks for helping
    Attached Files Attached Files

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    Re: Adding a new offer number

    Try the attached file.
    Attached Files Attached Files
    Last edited by Mumps1; 12-13-2018 at 11:57 AM.

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    Re: Adding a new offer number

    Thanks for your help Mumps1

    I see there is one problem. When I delete the line (e.g. when I make a mistake) then the new offer is numbered like the previosus one was still there with next number.
    I would also like to choose a few suppliers, not just one.

    I am sorry that I use you like that but I can not do it alone, and by the way I will learn new functions

  15. #15
    Valued Forum Contributor dotchiejack's Avatar
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    Re: Adding a new offer number

    Something like this?
    When you make a mistake you can change the offers.
    You can choose different suppliers by making different choises in the combobox.
    Attached Files Attached Files

  16. #16
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    Re: Adding a new offer number

    Try the attached file.
    Attached Files Attached Files

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