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MS Office Forum / Excel / New Users / October 2004

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Billing system

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slush@albertaimit.ca - 20 Oct 2004 17:42 GMT
Right now we have a billing system using Excel 2002 and we have to
manually put in each work order number. Is there a way around this so
it will automatically go to the next number so It keeps track OF
INVOICES.

Probably a stab in the dark but we are a charity organization and
can't really afford the high end software.

Thanks for any help

JAS
Jim - 20 Oct 2004 19:22 GMT
Hi,

u said if there would be any way so it can detect the next no, sure it can
but it depends on how?
I mean to say what order these numbers are in , please explain it in detail
and sure can be helped.

Jim
> Right now we have a billing system using Excel 2002 and we have to
> manually put in each work order number. Is there a way around this so
[quoted text clipped - 7 lines]
>
> JAS
Johnathon Aaron Steel - 21 Oct 2004 00:45 GMT
Ok I have a workorder template that is read only and I have a space
for "Invoice Number" and Ihave to manualy put in a number, example
#122, now I save it off as a file and the next time I open the
template I want it to say Invoice Number 123, then 124 and so on. But
dont i need a database for this or will it work in excel?

Thanx

>Hi,
>
[quoted text clipped - 15 lines]
>>
>> JAS
Ron De Giusti - 21 Oct 2004 01:34 GMT
Hi JAS

As I understand it, you have an MS-Excel template that you use for a
workorder and you save each workorder you create as a separate MS-Excel
file.

Another option, not necessarily "the" option but rather "a" option, would be
to track all of your workorders in one MS-Excel file that is not a template
file but a standard MS-Excel file.  You could have two worksheets (i.e.
tabs) on the one MS-Excel file.  One worksheet would have all your
workorders.  The top row of the worksheet would have the names of the fields
you want to capture data on (e.g., work order number, customer name, etc).
Each workorder would be a new row on this worksheet.

You could then have another worksheet in the same MS-Excel file that could
have a drop-down at the top where the drop-down would show workorder numbers
(from the previously explained worksheet) and it would return the data in a
nice format for printing for your records and to give the customer a copy.

With this solution, it would be easy to see the previous workorder number
because it would be the row previous to the new row you are entering.  And,
if you wanted to, down-the-road, you could programmatically have MS-Excel
create a new row for each new workorder and automatically update the
"workorder number" column and have a "print" button next to each row.  The
ways in which you could expand and improve upon this basic solution are
numerous.

The option I presented is one of many, many different options you will have
to solve your problem.

I hope this helps.

Ron

> Ok I have a workorder template that is read only and I have a space
> for "Invoice Number" and Ihave to manualy put in a number, example
[quoted text clipped - 23 lines]
> >>
> >> JAS
slush@albertaimit.ca - 21 Oct 2004 15:53 GMT
Excellent Ron thanx for the input. Tried it out and one problem with
what you have suggested is that when I save it off to a customers
folder it also saves the second tab with all the billing information.

Don't forget the original template is Read Only.

Thanx :)

JAS

>Hi JAS
>
[quoted text clipped - 59 lines]
>> >>
>> >> JAS
Johnathon Aaron Steel - 21 Oct 2004 15:54 GMT
Excellent Ron thanx for the input. Tried it out and one problem with
what you have suggested is that when I save it off to a customers
folder it also saves the second tab with all the billing information.

Don't forget the original template is Read Only.

Thanx :)

JAS

>Right now we have a billing system using Excel 2002 and we have to
>manually put in each work order number. Is there a way around this so
[quoted text clipped - 7 lines]
>
>JAS
 
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