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Form Email from Report, Only if Report summary sheet lists Acct for that Sales Rep

  1. #1
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    03-20-2008
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    24

    Question Form Email from Report, Only if Report summary sheet lists Acct for that Sales Rep

    Ok, so this one is a dozy and Iím still working on the trade agreements change report but basically I need to create a vs. macro that will look at a report summary pull the data from the cells and insert it into a form email and then add the appropriate address(s)

    I have a sheet with all accounts and their sales reps, a sheet with all items and their cost and default sales price, and a sheet with all customers their items and their "Trade Agreement" (special pricing) the report I'm working on creating will refresh to the newest Item info from our sales system and refresh the trade agreements to the newest info from our sales system. It will look at the previous days import and then todayís import for the items and see if there has been a price increase. If so it will then look at the trade agreements also updated to the data for today. When an item is on the sheet and the cost or default sales price has changed, or the gross profit goes below a certain percent then it needs to show on the summary report the Account, the Sales Rep, the Item, the Cost, the Default Sales Price, the default GP, the Trade agreement Sales Price, the Trade Agreement GP and from this final report fill in a form email.

    Now I can get all the way up to the point where I have to create a summary report and then fill in the form email and send off the emails. I've found some sample that should have been able to do this but they aren't working even when I fill in the data myself. Any help would be appreciated, I will supply everything I can to you guys, but I will have to dummy out my companyís information for security reasons.

    If I have not provided enough information please let me know, I've been on this for three weeks now and at this point I'm starting to dream about this thing.

  2. #2
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    03-20-2008
    Posts
    24

    Exclamation UPDATED with SAMPLE DATA

    I've made some changes to the workbook and here is a copy of the sample data

    I need to be able to automatically build a report and email a form letter with a macro daily to different emails based on the territory code on the accounts. This is used to notify the sales rep that special pricing given has changed so they can update their pricing to maintain the same GP%

    The goal is to look at the current cost and the cost from the previous day, if it has gone up or down show the old Cost, Pricing, and GP% and then show the new cost Pricing and GP% (however it should be based on maintaining the same GP as the previous day) This has to go to the sales reps and a log needs to be created

    The source data I can pull into each sheet each morning I just donít know how to make it calculate all of them and create a summary, a log and the form email any help on any part would be great!
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