Data Validation to Restrict User Input

Annaeye

I think you Invoice System will be great if you incorporate the Credit Note Feature into it.

The Invoice will now act as a credit note.
Negative value should be entered in the Fee box

"Hi

I have had a quick look at your files. I would take a different approach. Data for comms could be entered individually using a simple form and posting the info to the Tracker using the code in the invoice example. I would then use a PivotTable to create a Report from the Tracker by Month and/or Sales person.
Let me know if this is an option and I will look at it tomorrow. The attached file outlines my suggestions

Roy"

Hi Roy,

If I am understanding you correctly, the salesperson would still have to enter each line of their commission claim seperately, which is not really appropriate as some of them will have, say, 20 lines. They really need to be able to fill all the data in in one go (some may copy and paste it in)

I am beginning to think I am barking up totally the wrong tree. Perhaps there is another way?

MKNov

Also, another questsion - can I have more than one database sheet, and copy the invoice data to a specified one, depending on the value in a field? e.g. could I have a Summary sheet just for Penguins & Co?

When it copies the data, if the supplier is Penguins & Co, the data is copied to the Penguins & Co summary? etc

:question:

Quote

Also, another questsion - can I have more than one database sheet, and copy the invoice data to a specified one, depending on the value in a field? e.g. could I have a Summary sheet just for Penguins & Co?

When it copies the data, if the supplier is Penguins & Co, the data is copied to the Penguins & Co summary? etc

That would defeat the whole object of having the database in the first place..

If you want the option of a supplier summary, you'd be best creating a pivot table with the DB as youre source... and use Supplier Name as your field to Pivot...

:cheers:

Hi Anna

Do you want to genetate a backup copy and save to another workbook, or just print the backup and delete

Roy

Hi Anna

Here's a quick solution. I have added a button that will generate a backup invoice from an hidden template. Just type the number of the required inv backup into the new sheet in the and it will populate itself with the data from the summary. If this is along the right lines I will look at improving it.

Hi Anna

I have refined my previous posting. No buttons to back up with - you would need to keep adding a button each time you created an new entry to the Summary to do it your way. Simply note the invoice number and right click any cell in the summary to start the backup. Instructions on Summary page

I don't think we can go much further with this project - you must now have a complete Invoicing system in Excel.

Roy:cheers:

I have amende this workbook to create your backups as needed.
Open the Summary page
Locate the invoice details that you want to backup.
Note the reference number.
Right click on any cell and enter the number in the message box.
All data from the Summary sheet is copied to the backup.
Any data not in the Summary such as Supplier must be reentered.
I have removed the Save button from the backup as it is not necessary to save the backup
Hope this does what you want

can't get the attachment to work, file size is below 1mb. I will try later.
:flame:Roy

Try again

Re: beginner needs to make invoice system

Sorry to just jump into this post, however, I'm just wondering if this invoice system is accessible for testing. I'm struggling with finding the ideal invoicing system for myself.

Thanks
Alex

Re: beginner needs to make invoice system

Alex,

Welcome to OzGrid.

The post you jumped into is more than 2 years old now. The board has needed to undergo a few changes since then. During one of the changes, attachments made in the early days were "lost", so they no longer are in the posts.

Roy might still have the example file hanging around somewhere

Otherwise, my advice to you is to begin a new thread, stating what it is you require.

Re: beginner needs to make invoice system

Quote from WillR

Alex,

Welcome to OzGrid.

The post you jumped into is more than 2 years old now. The board has needed to undergo a few changes since then. During one of the changes, attachments made in the early days were "lost", so they no longer are in the posts.

Roy might still have the example file hanging around somewhere

Otherwise, my advice to you is to begin a new thread, stating what it is you require.

Display More

Roy has already contacted me about a work in progress! Nevertheless, I guess it wouldn't be wrong to post my requirements, or rather, wishes, in a separate thread. Thanks.

Re: beginner needs to make invoice system

Quote from hillfield

Roy has already contacted me about a work in progress!

I know.... See what you get first - if it needs more help/work, start a new thread with that as the starting point...

Re: beginner needs to make invoice system

Question for you?

When you save the invoice, do you want the save routine to "fix" the values of all the formulas so that if you open it in the future, everthing is the same as the date you saved it? (I would recommend this)

Do you need a Cancel Button?

Re: beginner needs to make invoice system

How is this for a beginning? It is pretty basic but may get you started.