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Automate invoice

  1. #1
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    Automate invoice

    I need to automate invoice creation. The sample has only 2 quotations, FN-1562-RH1-01439 and FN-1328-BE1-205435. However the actual data has hundreds of them.
    The 1st one, FN-1562-RH1-01439 has 2 Service Orders. Customer got 2 services for the same items. The service was completed after 2 visits. The same quotation FN-1562-RH1-01439 must show the 2 Service Numbers 721282 and 723289. The next quotation has one Service Number.

    In the attached file, there is an invoice that shows in red font what I need to show.
    Attached Files Attached Files

  2. #2
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    Re: Automate invoice

    Is there a maximum number of services a client will take? Could you modify your invoice to have service1, service 2, service 3 (blank if not taken)?

    Also are you looking to create a block of invoices, or just as and when you add data to Sheet 1?

    If you dont need to create a block then vlookups might work better than direct cell links.

  3. #3
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    Re: Automate invoice

    There is no maximum number of services per quotation. I need to automate for a block of invoices.

  4. #4
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    Re: Automate invoice

    Here is a starting point.

    This macro is layout dependent. I have assumed the layout of Sheet1 that you provided.

    You need to name the ranges in the quotation as Item1, Item2, ... and the item number should correspond to the column in Sheet1. Modify the case statement (of the macro below) to include just the items you are interested in (currently set to 1 and 2).

    To name a range, click in the cell and type the name in the 'cell reference area' which is to the left of the formula bar.

    To install the macro, open your sheet, hit alt>f11. On the file menu go: insert>module and paste the code.

    To run from the sheet go: tools>macro>macros, select update_invoice and click run.

    Hope this helps.

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    Last edited by firefly2k8; 03-29-2012 at 09:39 AM.

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