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2 responses
vcoolio
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Jan 29, 2016 at 06:49 AM
Jan 29, 2016 at 06:49 AM
Hello Andy,
You can have one Excel work book with the invoice template in one sheet and the parts data base in another sheet.
Have a look at the following link to my test work book. As an example, I've rattled up a template more or less based on what you have explained, not knowing what your work book actually looks like:-
https://www.dropbox.com/s/jdmzhliokxpnr2k/Andy%27s%20Invoice%20Template.xlsm?dl=0
The following codes should do the task for you and are assigned to the buttons in the test work book:-
The "Fill Invoice" button is self explanatory. The code assigned to this button copies the part details from the data base in sheet2 via a drop down validation list in sheet1, cell J8 which lists the part numbers. Select a part number and click on the "Fill Invoice" button to extract the part number data.
The "Save and Clear" button saves the invoice to your selected file as a PDF. You will need to enter your required file path in the code (line 38 in the above code). It then clears the invoice and increments the invoice number ready for your next invoice. There are some explanatory notes in the test work book.
I hope that this at least gets you underway and hopefully in the right direction!
Cheerio,
vcoolio.
You can have one Excel work book with the invoice template in one sheet and the parts data base in another sheet.
Have a look at the following link to my test work book. As an example, I've rattled up a template more or less based on what you have explained, not knowing what your work book actually looks like:-
https://www.dropbox.com/s/jdmzhliokxpnr2k/Andy%27s%20Invoice%20Template.xlsm?dl=0
The following codes should do the task for you and are assigned to the buttons in the test work book:-
Sub HideShapes() Application.ScreenUpdating = False Dim myshape As Shape For Each myshape In ActiveSheet.Shapes myshape.Visible = False Next Application.ScreenUpdating = True End Sub Sub NextInvoice() Application.ScreenUpdating = False Dim myshape As Shape Range("J6").Value = Range("J6").Value + 1 Range("B6:H9").ClearContents Range("A12:H48").ClearContents Range("I11:J48").ClearContents For Each myshape In ActiveSheet.Shapes myshape.Visible = True Next Application.ScreenUpdating = True End Sub Sub SaveInvoiceAsPDF() Application.ScreenUpdating = False HideShapes NewFN = "C:\Your FilePath Here\" & Range("B6").Value & ".pdf" '---->Range("B6") is the Client name. ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=NewFN, _ Quality:=xlQualityStandard, IncludeDocProperties:=True, _ IgnorePrintAreas:=False, OpenAfterPublish:=False NextInvoice Application.ScreenUpdating = True End Sub Sub CopyData() Application.ScreenUpdating = False Dim PartNum As String Dim lr As Long PartNum = Sheet1.Range("J8").Value lr = Range("A" & Rows.Count).End(xlUp).Row Sheet2.Select For Each cell In Range("A1:A" & lr) If cell.Value = PartNum Then Range(Cells(cell.Row, "A"), Cells(cell.Row, "H")).Copy Sheet1.Range("A48").End(3)(2).PasteSpecial xlPasteValues End If Next Sheet1.Select Sheet1.Range("J8") = "" Application.CutCopyMode = False Application.ScreenUpdating = True End Sub
The "Fill Invoice" button is self explanatory. The code assigned to this button copies the part details from the data base in sheet2 via a drop down validation list in sheet1, cell J8 which lists the part numbers. Select a part number and click on the "Fill Invoice" button to extract the part number data.
The "Save and Clear" button saves the invoice to your selected file as a PDF. You will need to enter your required file path in the code (line 38 in the above code). It then clears the invoice and increments the invoice number ready for your next invoice. There are some explanatory notes in the test work book.
I hope that this at least gets you underway and hopefully in the right direction!
Cheerio,
vcoolio.
Jan 29, 2016 at 09:14 AM
I will try this out
I truly appreciate the feedback