Save this code into Notepad, then Save As something like C:\Scripts\CreateInvoices. OK, spent an hour on this, and came up with some VBS code that should do the job I think. Try to take me through your process, and I'll turn that into some code for you. We just need to define some business rules as to how you would go about doing this, and we can begin to automate it. If so, then we can work on those assumptions, and build something to suit. When you would do this manually, what are the dates that define your quarters? Do you just get all the spreadsheets in a folder, created in a three month period, and collate those (because there are no dates within the files themselves)? I assume this means there's also a Merlin-secretary-fees.xlsx ? If so, it would be easy enough to write a script to open both workbooks, and combine the data in them into your invoice template, provided that the customer names were identical in both. So the spreadsheet you have posted is titled Merlin-management-fees.xls x. What I need to be able to understand how to code it, is to understand how you would manually collate the data to give you what you need. Merlin-Management-fees.xlsxĭon't think about this as being impossible, because from the nice simple layout of your data, this is definitely possible. It may be a case that another technology would be better but hey I guess that's why I'm asking the question. I will be completely honest I know absolutely zero where it comes to VB scripts and Zero where it comes to excel macros and how they work. I have attached a copy of the data source template and a copy of the template for the invoice. Each will be a different invoice however no all companies have the company secretary invoice. There are 2 different invoices a)management fee b)company secretary fee. Print the newly created invoices automatically (2 copies of each) quarterly (not sure if this would be done via a scheduled task)ģ. ![]() Create quarterly invoices automatically in a separate excel spread sheet that are saved to the right customer directory.Ģ. I have a very simple excel spread sheet that I would like to achieve the following:ġ. ![]() This post is probably the most testing post I have ever done on this site so I'm keeping my fingers crossed that there is someone with the knowledge that can help.
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