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