hi again, i hope someone have the time and patience to listen to my problem
and help resolve it. in our business we give up to 30 quotations per day of
which on average 6 gets accepted. as soon as the quote is accepted, a series
of consecutive documents (all related to the original quote and its contents)
need to be generated. the series a quote - booking in doc - parts order
doc - job card - invoice - delivery report. what i want to do is to force
the office staff, when a quote is accepted, to go back to that quote and
generate the parts order from the original quote document; - when parts
arrive to go back to the quote and generate the booking doc from the quote; -
then issue the job card also from the original quote; - when the vehicle is
done, generate the invoice and delivery doc's again from the quote. what
would be the best way to go about doing this. i was thinking to use the
oringinal quote (that we already use) and generate a new sheet with a macro
for each step, but the new sheet needs to be a template style form. i'm at a
dead end, could anyone please, please help

Quite a tall order for voluntary helpers on a newsgroup! Perhaps you
should contact your local Excel developer, as there are a lot of
details that would be needed and these would be best obtained in face-
to-face contact meetings.

You seem to imply that your staff might be a bit reluctant to change
their working habits, so it would be vital that any new system is
fully tested and bugs eradicated, otherwise user acceptance will be
low - again, local contact will make this more achievable.

Pete

On Jul 2, 9:38*pm, des-sa wrote:
hi again, i hope someone have the time and patience to listen to my problem
and help resolve it. in our business we give up to 30 quotations per day of
which on average 6 gets accepted. *as soon as the quote is accepted, a series
of consecutive documents (all related to the original quote and its contents)
need to be generated. the series a *quote - booking in doc - parts order
doc - job card - invoice - delivery report. *what i want to do is to force
the office staff, when a quote is accepted, to go back to that quote and
generate the parts order from the original quote document; - when parts
arrive to go back to the quote and generate the booking doc from the quote; -
then issue the job card also from the original quote; - when the vehicle is
done, generate the invoice and delivery doc's again from the quote. *what
would be the best way to go about doing this. *i was thinking to use the
oringinal quote (that we already use) and generate a new sheet with a macro
for each step, but the new sheet needs to be a template style form. *i'm at a
dead end, could anyone please, please help

the intention was not to misuse the voluntary helpers here, maybe you should
have a second look at what i'm actually asking at the bottom of my long story
- basically just a recommendation of going the route of opening a new file
for each document (which is not really practical) or is there a way of doing
it with new sheets. the reason why i said i wanted to force staff to go back
was purely to say that i wanted staff to open the original doc first to
eliminate mistakes.

thanks anyway

"Pete_UK" wrote:

Quite a tall order for voluntary helpers on a newsgroup! Perhaps you
should contact your local Excel developer, as there are a lot of
details that would be needed and these would be best obtained in face-
to-face contact meetings.

You seem to imply that your staff might be a bit reluctant to change
their working habits, so it would be vital that any new system is
fully tested and bugs eradicated, otherwise user acceptance will be
low - again, local contact will make this more achievable.

Pete

On Jul 2, 9:38 pm, des-sa wrote:
hi again, i hope someone have the time and patience to listen to my problem
and help resolve it. in our business we give up to 30 quotations per day of
which on average 6 gets accepted. as soon as the quote is accepted, a series
of consecutive documents (all related to the original quote and its contents)
need to be generated. the series a quote - booking in doc - parts order
doc - job card - invoice - delivery report. what i want to do is to force
the office staff, when a quote is accepted, to go back to that quote and
generate the parts order from the original quote document; - when parts
arrive to go back to the quote and generate the booking doc from the quote; -
then issue the job card also from the original quote; - when the vehicle is
done, generate the invoice and delivery doc's again from the quote. what
would be the best way to go about doing this. i was thinking to use the
oringinal quote (that we already use) and generate a new sheet with a macro
for each step, but the new sheet needs to be a template style form. i'm at a
dead end, could anyone please, please help