Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

OH I FORGOT TO SAY MY INVOICE NUMBER IS IN CELL `E5` - THIS IS WHERE I WANT
IT TO CHANGE EACH TIME

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

You are pushing my capability but... If you save this as a template (*.xlt)
when you open a <File <New copy (*+1,2,3.xls) it is an exact copy of your
existing template. I think what you need is a look-up cell somewhere else
=E5+1 probably as a "Workbook_Open()" event.
HTH
Lou

"Pammi J" wrote:

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

I'll look at this more this evening - but I believe that Rookie 1st class is
on the right track. The original code was designed to be driven from the
Workbook_Open event.

My question on your routine is What is in E5 when you make the call from
within your SetUpNewClient() routine? That is expected to be the name of the
file with the sequence numbers in it (Inv no.txt). Oh, and I recommend you
do away with the space in that file name - they just cause issues when
programming with filenames or paths that contain spaces. Try renaming the
file (and changing the code) to something line InvNo.txt or Inv_no.txt. Not
because it shouldn't work, but because it's easier to work with in general.

"Pammi J" wrote:

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

Aha!
In the definition for Const sDEFAULT_PATH, get rid of the < and at the
beginning and end of the string - they should not be in there. It should
look like this:

Const sDEFAULT_PATH As String = "C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"

Plus, you remember that your own SetUpNewClient routine has to be run from
Tools | Macro | Macros

I messed with this some, and tried to 'read your mind' a little, I may have
failed at that. I'm assuming that a customer/client's name is going to be in
E5 or else E5 may be totally empty. This code takes both cases into account.

I moved the Const declarations out of the sub into the body of the module
and made them Public Constants so that both routines can reference them to
get their values.

I didn't change too much in the Function but I beat up on the Sub a bit to
get it to decide whether to use whatever is in E5 as the basis for a
filename, to see if it exists already (existing customer) or if this is a new
customer and starting from ground zero. Hopefully the comments will explain
it all well enough.

Here goes - replaces all that you currently have (the board will rpobably
wreak havoc on some of the longer lines of code, watch out - like your path
should all be on a single line, the rest I think I broke properly) Just in
case, I uploaded a working version that you can get he
http://www.jlathamsite.com/uploads/for_pammij.xls


Public Const sDEFAULT_PATH As String _
= "C:\Documents and Settings\Compaq_Owner\My Documents\Garage Repair
Service\Invoices\"
Public Const sDEFAULT_FNAME = "inv no.txt"

Public Function NextSeqNumber(Optional sFileName As String, _
Optional nSeqNumber As Long = -1) As Long
Dim nFileNumber As Long

nFileNumber = FreeFile
If IsMissing(sFileName) Or sFileName = "" Then
sFileName = sDEFAULT_FNAME
End If
If InStr(sFileName, Application.PathSeparator) = 0 Then
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& sFileName
End If
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
Dim ClientInvoiceNumberFile As String
Dim SequenceNumberMinus1 As Long
Dim sFileName As String
Dim nFileNumber As Integer

With ThisWorkbook.Sheets(1)
If IsEmpty(.Range("E5")) Then
'will force read from default .txt file
ClientInvoiceNumberFile = sDEFAULT_FNAME
Else
'will read from specified file
ClientInvoiceNumberFile = .Range("E5") & ".txt"
End If
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& ClientInvoiceNumberFile
If Dir$(sFileName) = "" Then
'file does not exist, New Customer!
'create unique file for them
nFileNumber = FreeFile()
Open sFileName For Output As nFileNumber
Print #nFileNumber, 849 ' to start at 850 for new customers
Close #nFileNumber
Else
'the file exists and so we
'presume it is an existing customer with
'existing invoice number in it
'and we DO NOTHING
End If
'now we have a file that exists and
'it has some number in it
'call the function to do the work
.Range("B2").Value = NextSeqNumber(sFileName, -1)
End With
End Sub



"Pammi J" wrote:

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

isnt there an easier way to add a formula into the cell where the invoice
number is shown on the template to create auto numbering ? Real confused
here, looks like programing to me. Thought Excel was already complete with
automating codes for this sort of problem ?
--
lizard1socal


"JLatham" wrote:

Aha!
In the definition for Const sDEFAULT_PATH, get rid of the < and at the
beginning and end of the string - they should not be in there. It should
look like this:

Const sDEFAULT_PATH As String = "C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"

Plus, you remember that your own SetUpNewClient routine has to be run from
Tools | Macro | Macros

I messed with this some, and tried to 'read your mind' a little, I may have
failed at that. I'm assuming that a customer/client's name is going to be in
E5 or else E5 may be totally empty. This code takes both cases into account.

I moved the Const declarations out of the sub into the body of the module
and made them Public Constants so that both routines can reference them to
get their values.

I didn't change too much in the Function but I beat up on the Sub a bit to
get it to decide whether to use whatever is in E5 as the basis for a
filename, to see if it exists already (existing customer) or if this is a new
customer and starting from ground zero. Hopefully the comments will explain
it all well enough.

Here goes - replaces all that you currently have (the board will rpobably
wreak havoc on some of the longer lines of code, watch out - like your path
should all be on a single line, the rest I think I broke properly) Just in
case, I uploaded a working version that you can get he
http://www.jlathamsite.com/uploads/for_pammij.xls


Public Const sDEFAULT_PATH As String _
= "C:\Documents and Settings\Compaq_Owner\My Documents\Garage Repair
Service\Invoices\"
Public Const sDEFAULT_FNAME = "inv no.txt"

Public Function NextSeqNumber(Optional sFileName As String, _
Optional nSeqNumber As Long = -1) As Long
Dim nFileNumber As Long

nFileNumber = FreeFile
If IsMissing(sFileName) Or sFileName = "" Then
sFileName = sDEFAULT_FNAME
End If
If InStr(sFileName, Application.PathSeparator) = 0 Then
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& sFileName
End If
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
Dim ClientInvoiceNumberFile As String
Dim SequenceNumberMinus1 As Long
Dim sFileName As String
Dim nFileNumber As Integer

With ThisWorkbook.Sheets(1)
If IsEmpty(.Range("E5")) Then
'will force read from default .txt file
ClientInvoiceNumberFile = sDEFAULT_FNAME
Else
'will read from specified file
ClientInvoiceNumberFile = .Range("E5") & ".txt"
End If
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& ClientInvoiceNumberFile
If Dir$(sFileName) = "" Then
'file does not exist, New Customer!
'create unique file for them
nFileNumber = FreeFile()
Open sFileName For Output As nFileNumber
Print #nFileNumber, 849 ' to start at 850 for new customers
Close #nFileNumber
Else
'the file exists and so we
'presume it is an existing customer with
'existing invoice number in it
'and we DO NOTHING
End If
'now we have a file that exists and
'it has some number in it
'call the function to do the work
.Range("B2").Value = NextSeqNumber(sFileName, -1)
End With
End Sub



"Pammi J" wrote:

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

--
lizard1socal


"lizard1socal" wrote:

isnt there an easy way to click a button on the toolbar to add a formula into the cell where the invoice
number is shown on the template to create auto numbering ? Real confused
here, looks like programing to me. Thought Excel was already complete with
automating codes for this sort of problem ? Is it really that hard to enable the numbering function as to have to write a program ?
--
lizard1socal

You may be thinking of Access's AutoNumber type which is an auto-numbering
feature that can be used in tables for a variety of purposes, the most
typical being that of providing a unique key field value for a table.

To the best of my knowledge there is no built in function to simply
auto-increment a value in Excel based on some action like the opening of a
workbook. Excel contains many incredibly powerful functions; I've an
internet acquaintance that has kind of put me to shame several times in
coming up with a one-line cell formula (albeit somewhat complex usually) to
do what I took many lines of VBA code to achieve. But in some instances
there are simply things that cannot be done with a worksheet function. I
believe this is one of them.

Now there is a simple formula such as
=A1+1
which would add one to the value in A1 ... but A1 has no real way of getting
automatically updated, so the value in the cell with the formula in it never
really changes either.

There is no command like =ME+1 which is my fictitious way of creating a
formula that would increment itself.

I've seen many ways to try to set up an auto-incrementing scheme, and all
that I remember are coded at some level or another. Besides the use of a
text file here to hold the last used invoice number, one way I've seen is to
use Excel's Define Names function to store the value in a Name within the
workbook itself. That's a neat little way to do it also, but involves code
also. Other schemes involve using a hidden cell somewhere to hold the last
invoice number used and then take that value and increment it when the
workbook is opened or when the user chooses to run a macro to assign the next
invoice number to a cell. Again, some code is required.

There are basically two issues to be dealt with in trying to get an auto
incrementing number that is persistent between uses of the workbook:
#1 - determining where to store the value that is the basis for the next
number in sequence, and
#2 - determining/controlling exactly when that number is incremented.

It would appear that it takes some VBA code to provide this functionality.


"lizard1socal" wrote:

isnt there an easier way to add a formula into the cell where the invoice
number is shown on the template to create auto numbering ? Real confused
here, looks like programing to me. Thought Excel was already complete with
automating codes for this sort of problem ?
--
lizard1socal


"JLatham" wrote:

Aha!
In the definition for Const sDEFAULT_PATH, get rid of the < and at the
beginning and end of the string - they should not be in there. It should
look like this:

Const sDEFAULT_PATH As String = "C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"

Plus, you remember that your own SetUpNewClient routine has to be run from
Tools | Macro | Macros

I messed with this some, and tried to 'read your mind' a little, I may have
failed at that. I'm assuming that a customer/client's name is going to be in
E5 or else E5 may be totally empty. This code takes both cases into account.

I moved the Const declarations out of the sub into the body of the module
and made them Public Constants so that both routines can reference them to
get their values.

I didn't change too much in the Function but I beat up on the Sub a bit to
get it to decide whether to use whatever is in E5 as the basis for a
filename, to see if it exists already (existing customer) or if this is a new
customer and starting from ground zero. Hopefully the comments will explain
it all well enough.

Here goes - replaces all that you currently have (the board will rpobably
wreak havoc on some of the longer lines of code, watch out - like your path
should all be on a single line, the rest I think I broke properly) Just in
case, I uploaded a working version that you can get he
http://www.jlathamsite.com/uploads/for_pammij.xls


Public Const sDEFAULT_PATH As String _
= "C:\Documents and Settings\Compaq_Owner\My Documents\Garage Repair
Service\Invoices\"
Public Const sDEFAULT_FNAME = "inv no.txt"

Public Function NextSeqNumber(Optional sFileName As String, _
Optional nSeqNumber As Long = -1) As Long
Dim nFileNumber As Long

nFileNumber = FreeFile
If IsMissing(sFileName) Or sFileName = "" Then
sFileName = sDEFAULT_FNAME
End If
If InStr(sFileName, Application.PathSeparator) = 0 Then
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& sFileName
End If
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
Dim ClientInvoiceNumberFile As String
Dim SequenceNumberMinus1 As Long
Dim sFileName As String
Dim nFileNumber As Integer

With ThisWorkbook.Sheets(1)
If IsEmpty(.Range("E5")) Then
'will force read from default .txt file
ClientInvoiceNumberFile = sDEFAULT_FNAME
Else
'will read from specified file
ClientInvoiceNumberFile = .Range("E5") & ".txt"
End If
sFileName = sDEFAULT_PATH & Application.PathSeparator _
& ClientInvoiceNumberFile
If Dir$(sFileName) = "" Then
'file does not exist, New Customer!
'create unique file for them
nFileNumber = FreeFile()
Open sFileName For Output As nFileNumber
Print #nFileNumber, 849 ' to start at 850 for new customers
Close #nFileNumber
Else
'the file exists and so we
'presume it is an existing customer with
'existing invoice number in it
'and we DO NOTHING
End If
'now we have a file that exists and
'it has some number in it
'call the function to do the work
.Range("B2").Value = NextSeqNumber(sFileName, -1)
End With
End Sub



"Pammi J" wrote:

Hi and many thanks for your quick reply.
I have done that and saved my invoice as a template but when i open there
is no number in my e5 cell.
Here is the code i put in
Have i done something wrong - my macro security is med and firewall ect is
not preventing macros from running.

Public Function NextSeqNumber(Optional sFileName As String, Optional
nSeqNumber As Long = -1) As Long
Const sDEFAULT_PATH As String = "<C:\Documents and
Settings\Compaq_Owner\My Documents\Garage Repair Service\Invoices"
Const sDEFAULT_FNAME As String = "inv no.txt"
Dim nFileNumber As Long

nFileNumber = FreeFile
If sFileName = "" Then sFileName = sDEFAULT_FNAME
If InStr(sFileName, Application.PathSeparator) = 0 Then _
sFileName = sDEFAULT_PATH & Application.PathSeparator & sFileName
If nSeqNumber = -1& Then
If Dir(sFileName) < "" Then
Open sFileName For Input As nFileNumber
Input #nFileNumber, nSeqNumber
nSeqNumber = nSeqNumber + 1&
Close nFileNumber
Else
nSeqNumber = 1&
End If
End If
On Error GoTo PathError
Open sFileName For Output As nFileNumber
On Error GoTo 0
Print #nFileNumber, nSeqNumber
Close nFileNumber
NextSeqNumber = nSeqNumber
Exit Function
PathError:
NextSeqNumber = -1&
End Function

Public Sub SetUpNewClient()
With ThisWorkbook.Sheets(1)
.Range("B2").Value = NextSeqNumber(.Range("E5").Value & ".txt",
849)
End With
End Sub

"JLatham" wrote:

Sounds like your problem is with the two Const statements at the beginning of
the function?
-----
Const sDEFAULT_PATH As String = "<your path here"
Const sDEFAULT_FNAME As String = "defaultseq.txt"
-----

The first one should be set to the path to where the text file containing
the sequence of numbers is kept. The "<your path here" part should actually
look something like this:
"C:\Documents and Settings\PammiJ\My Documents\"

For the second line, yes you need to create a file somewhere (in the folder
pointed to by the first line) and all it needs to contain initially is the
first invoice number you want to use, minus 1.

Create the file using Notepad: open Notepad, start a new file, just type a
number into it (assume you want invoices to start at 1, type 0 into it).
Then use Save As to give it a name like the one he suggested or you could
give it some other name like PammiJs_InvoiceNumbers.txt and save it in the
path you have decided on. Close Notepad.

Now your first two lines in that function should look something like this:
Const sDEFAULT_PATH As String = "C:\Documents and Settings\PammiJ\My
Documents\"
Const sDEFAULT_FNAME As String = "PammiJs_InvoiceNumbers.txt"

I think the McGimpsey page uses cell B2 as the one where the invoice number
is to appear, just change "B2" in his sample code to "E5" and it should work.

Only thing that might keep it from working is your Macro Security - make
sure macros are permitted to run - best setting that's a balance of security
and convenience is MEDIUM where you are prompted when the workbook is opened
whether or not to let macro code execute. That will keep you from being
unpleasantly surprised if someone sends you an Excel workbook with code in it
that you weren't expecting.

One other thing that can also keep macros from running these days is your
anti-virus application. Some of those have a setting in them that prevents
VBA code from running, and if yours is one of those (I use Kaspersky Business
Optimal and it has such a setting) then you'll need to set it to allow you to
run the code.


"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

Assuming Invoice numbers are stored in cells A1 through A99, the formula -
=MAX(Data!$A$1:$A$999)+1
will give you the next available Invoice number.

Regards.

Bill Ridgeway
Computer Solutions

I AM WONDERING WHAT HAPPENED TO PAMMYJ. DID SHE GET HER PROBLEM RESOLVED OR
FALL OFF THE PLANET ? PAMMYJ YOU OUT THERE ?? WHAT WERE YOUR RESULTS ??
LIZARD1SOCAL
--
lizard1socal

We probably scared her off, or she felt the thread was hijacked with
questions you asked, or she may have gone off-line like you and I did, but
with Rookie 1st class, to deal with it all one-on-one.

By now you should have the two working invoices with semi- and fully-
automatic numbering. Perhaps some feedback on those once you've had a chance
to evaluate them might help. If it turns out you think those are handling
things properly, perhaps Pammi J would like to look at them also.

"lizard1socal" wrote:

I AM WONDERING WHAT HAPPENED TO PAMMYJ. DID SHE GET HER PROBLEM RESOLVED OR
FALL OFF THE PLANET ? PAMMYJ YOU OUT THERE ?? WHAT WERE YOUR RESULTS ??
LIZARD1SOCAL
--
lizard1socal

WELL I GOT THE TWO FORMS TO TRY FROM JLATHAM AND I MUST PUBLICLY THANK HIM
FOR TAKING HIS TIME AND HIS UNDERSTANDING AND HIS KNOWLEDGE AND TIME TO
CREATE THESE FORMS. HE IS A GOOD PERSON AND WILLING TO HELP US OF LESSOR
KNOWLEDGE AND HOW HE HAS THE PATIENCE TO DEAL WITH ME AND MY LACK OF
UNDERSTANDING IN THIS AREA IS A CREDIT TO HIS GREATNESS AS A PERSON. MY
ADMIRATION AND MUCH APPRECIATION GOES OUT TO YOU MR. JLATHAM. THANK YOU VERY
MUCH SIR. !

PS: PROBABLY TO BE CONTINUED DUE TO MASS CONFUSION !! LOL JERRY
--
lizard1socal


"

Hi yeah im still around lol
Rookie 1st class yours worked but it would only open a new invoice number
off the last invoice used - i need to work from a blank template so i can
enter customer details myself on each new invoice.
JLatham i have just unzipped your files - iv had a play around with the code
but its not working. BUT i have managed to paste my inv template over the top
of yours - leaving the `click here to get new invoice number` button - iv set
it to not print that. Now this does work (as far as iv tested) - now im
looking at getting that code to run on opening of the workbook.


"lizard1socal" wrote:

WELL I GOT THE TWO FORMS TO TRY FROM JLATHAM AND I MUST PUBLICLY THANK HIM
FOR TAKING HIS TIME AND HIS UNDERSTANDING AND HIS KNOWLEDGE AND TIME TO
CREATE THESE FORMS. HE IS A GOOD PERSON AND WILLING TO HELP US OF LESSOR
KNOWLEDGE AND HOW HE HAS THE PATIENCE TO DEAL WITH ME AND MY LACK OF
UNDERSTANDING IN THIS AREA IS A CREDIT TO HIS GREATNESS AS A PERSON. MY
ADMIRATION AND MUCH APPRECIATION GOES OUT TO YOU MR. JLATHAM. THANK YOU VERY
MUCH SIR. !

PS: PROBABLY TO BE CONTINUED DUE TO MASS CONFUSION !! LOL JERRY
--
lizard1socal


"

OK we may be getting somewhere - i have been twiddling with the code and in
the `this workbook` iv pasted this
Private Sub Workbook_Open()
SetUpNewClient
End Sub
Now that when the workbook is opened auto runs the maro and starts a new
number on a blank invoice. --- One problem i cant save the open invoice - i
needed to be able to file - save copy as - and then it would have that unique
inv number along with all the cust details. but when i save it increments on
the invoice number again - any suggestions from here please?
many thanks

"Pammi J" wrote:

Hi yeah im still around lol
Rookie 1st class yours worked but it would only open a new invoice number
off the last invoice used - i need to work from a blank template so i can
enter customer details myself on each new invoice.
JLatham i have just unzipped your files - iv had a play around with the code
but its not working. BUT i have managed to paste my inv template over the top
of yours - leaving the `click here to get new invoice number` button - iv set
it to not print that. Now this does work (as far as iv tested) - now im
looking at getting that code to run on opening of the workbook.


"lizard1socal" wrote:

WELL I GOT THE TWO FORMS TO TRY FROM JLATHAM AND I MUST PUBLICLY THANK HIM
FOR TAKING HIS TIME AND HIS UNDERSTANDING AND HIS KNOWLEDGE AND TIME TO
CREATE THESE FORMS. HE IS A GOOD PERSON AND WILLING TO HELP US OF LESSOR
KNOWLEDGE AND HOW HE HAS THE PATIENCE TO DEAL WITH ME AND MY LACK OF
UNDERSTANDING IN THIS AREA IS A CREDIT TO HIS GREATNESS AS A PERSON. MY
ADMIRATION AND MUCH APPRECIATION GOES OUT TO YOU MR. JLATHAM. THANK YOU VERY
MUCH SIR. !

PS: PROBABLY TO BE CONTINUED DUE TO MASS CONFUSION !! LOL JERRY
--
lizard1socal


"

Pammi J,
Maybe download, unzip and look at the two files in this
http://www.jlathamsite.com/uploads/invoices.zip

Two slightly different versions of the same invoice workbook. Each is
'self-contained' - there is no .txt file or such with either one. I call one
semi-automatic, the other fully-automatic. Each uses a name stored in the
workbook itself to hold the last used invoice number. In the semi-automatic
version, you double-click in cell M3 on the invoice sheet to get a new
number. In the fully automatic version, you make a copy of a 'template'
sheet that is in it and when the copy is made it is given the next number in
sequence. It really is pretty much that simple for each.

There is one macro in both that is visible with Tools | Macro | Macros that
is a setup form to allow you to set the initial invoice number with, or
change the next number to use if you wish to later. In both files there is
one code module that you can copy from into any other workbook and it should
work fine, the code is not workbook or worksheet dependent and will
automatically create the 'name' used for you in a new book if it does not
already exist when you first start using it.

There is the userform in each, which you can use File | Export and File |
Import from the VB Editor to move from one workbook to another.

In the semi-automatic version there's a little coding in the Workbook code
segment to be copied to any new book, with a change needed to indicate which
cell is to have the invoice numbers placed into it (your E5 - right now it is
at M3). In the fully automatic version there's no workbook code, but the
worksheet(s) have some code in them, same deal: change M3 to point to the
proper cell to receive the invoice number.

If you like the way either of them works and have trouble porting the code
over to the invoice file you are trying to get set up, I'd be more than happy
to help: do as lizard1socal did - send email to HelpFrom @ jlathamsite.com
with your Excel file attached and I'll dump the needed pieces into it and
return it to you.

Anyone else is welcome to download that .zip file while it's still on the
site, the original file is (apparently) one of the invoice templates provided
with Excel 2000, and the code is like any code put up here by me: free to use
if it helps you, just don't try making $$ off of my work without cutting me
in on the deal <g.

"Pammi J" wrote:

Hi yeah im still around lol
Rookie 1st class yours worked but it would only open a new invoice number
off the last invoice used - i need to work from a blank template so i can
enter customer details myself on each new invoice.
JLatham i have just unzipped your files - iv had a play around with the code
but its not working. BUT i have managed to paste my inv template over the top
of yours - leaving the `click here to get new invoice number` button - iv set
it to not print that. Now this does work (as far as iv tested) - now im
looking at getting that code to run on opening of the workbook.


"lizard1socal" wrote:

WELL I GOT THE TWO FORMS TO TRY FROM JLATHAM AND I MUST PUBLICLY THANK HIM
FOR TAKING HIS TIME AND HIS UNDERSTANDING AND HIS KNOWLEDGE AND TIME TO
CREATE THESE FORMS. HE IS A GOOD PERSON AND WILLING TO HELP US OF LESSOR
KNOWLEDGE AND HOW HE HAS THE PATIENCE TO DEAL WITH ME AND MY LACK OF
UNDERSTANDING IN THIS AREA IS A CREDIT TO HIS GREATNESS AS A PERSON. MY
ADMIRATION AND MUCH APPRECIATION GOES OUT TO YOU MR. JLATHAM. THANK YOU VERY
MUCH SIR. !

PS: PROBABLY TO BE CONTINUED DUE TO MASS CONFUSION !! LOL JERRY
--
lizard1socal


"

Pammi J,

Disregard the _Rev02 that you received today - contains 3 'show stopper'
errors in code. My apologies - that's what I get for trying to rush
something out the door without adequate testing. Have repaired the code,
will get working version to you this evening, along with suggestions for how
to set up your customer list for ease of data entry.

JLatham

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

JLatham
Is the one that you are refering to also the same as one of the ones
that I also have ? Now Im wondering which one that is ???????
KA - BOOM ----- \ (---)==< - - -(~,~ )< # **
-- { } Q

lizard1socal


"JLatham" wrote:

Pammi J,

Disregard the _Rev02 that you received today - contains 3 'show stopper'
errors in code. My apologies - that's what I get for trying to rush
something out the door without adequate testing. Have repaired the code,
will get working version to you this evening, along with suggestions for how
to set up your customer list for ease of data entry.

JLatham

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

Pammi
I told you I was beyond my comfort level. Was your problem solved? If not
Get Dave Peterson's attention someway (FLASH) and it will.

"lizard1socal" wrote:

JLatham
Is the one that you are refering to also the same as one of the ones
that I also have ? Now Im wondering which one that is ???????
KA - BOOM ----- \ (---)==< - - -(~,~ )< # **
-- { } Q

lizard1socal


"JLatham" wrote:

Pammi J,

Disregard the _Rev02 that you received today - contains 3 'show stopper'
errors in code. My apologies - that's what I get for trying to rush
something out the door without adequate testing. Have repaired the code,
will get working version to you this evening, along with suggestions for how
to set up your customer list for ease of data entry.

JLatham

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

I personally think you were doing great. I seem to have kind of hijacked
this, and I apologize if I offended you in any way. Didn't mean to be rude
at all, just trying to also offer some assistance to the both of you.

She and I exchanged some emails and fine-tuned her needs. I sent her a
package with workbook and even a bit of a 'User's Guide' along about the
12th, but I have not heard back from her whether or not it fit the bill or
not.

It ended up being based on the McGintey setup with a .txt file used to hold
the last used Invoice number. So when the template file is opened it grabs
the last number out from that file (it's the only number in it-a one-entry
..txt file), increments it, puts it on the invoice sheet and writes that
number back out to the text file. The "control" in it is that if the cell
(E5 in this case) on the invoice sheet is not empty, then no new number is
created or assigned, so after creating an invoice sheet, the file can be
reopened later without messing up the assigned invoice number or the invoice
number sequence in general. Obviously, in the template file, that cell
remains empty.

The way she does her work, as I understand it, is that she used the template
file to create a single invoice for a customer and then that file is saved
individually on the system. Yes, at the end of some period of time, she may
have multiple invoice files even for the same customer, rather than all in a
single book for either the individual customers or for all customers. But
this appears to be an effective way for them to work - and that's what
matters.

"Rookie 1st class" wrote:

Pammi
I told you I was beyond my comfort level. Was your problem solved? If not
Get Dave Peterson's attention someway (FLASH) and it will.

"lizard1socal" wrote:

JLatham
Is the one that you are refering to also the same as one of the ones
that I also have ? Now Im wondering which one that is ???????
KA - BOOM ----- \ (---)==< - - -(~,~ )< # **
-- { } Q

lizard1socal


"JLatham" wrote:

Pammi J,

Disregard the _Rev02 that you received today - contains 3 'show stopper'
errors in code. My apologies - that's what I get for trying to rush
something out the door without adequate testing. Have repaired the code,
will get working version to you this evening, along with suggestions for how
to set up your customer list for ease of data entry.

JLatham

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks

No offense taken. I have 30+ templates and thought I had a grip on the
problem just not sure about the solution. I am sporatic about visiting the
site and Thank you for lending a hand. I'll file your name as one of my go-to
guys.
Lou

"JLatham" wrote:

I personally think you were doing great. I seem to have kind of hijacked
this, and I apologize if I offended you in any way. Didn't mean to be rude
at all, just trying to also offer some assistance to the both of you.

She and I exchanged some emails and fine-tuned her needs. I sent her a
package with workbook and even a bit of a 'User's Guide' along about the
12th, but I have not heard back from her whether or not it fit the bill or
not.

It ended up being based on the McGintey setup with a .txt file used to hold
the last used Invoice number. So when the template file is opened it grabs
the last number out from that file (it's the only number in it-a one-entry
.txt file), increments it, puts it on the invoice sheet and writes that
number back out to the text file. The "control" in it is that if the cell
(E5 in this case) on the invoice sheet is not empty, then no new number is
created or assigned, so after creating an invoice sheet, the file can be
reopened later without messing up the assigned invoice number or the invoice
number sequence in general. Obviously, in the template file, that cell
remains empty.

The way she does her work, as I understand it, is that she used the template
file to create a single invoice for a customer and then that file is saved
individually on the system. Yes, at the end of some period of time, she may
have multiple invoice files even for the same customer, rather than all in a
single book for either the individual customers or for all customers. But
this appears to be an effective way for them to work - and that's what
matters.

"Rookie 1st class" wrote:

Pammi
I told you I was beyond my comfort level. Was your problem solved? If not
Get Dave Peterson's attention someway (FLASH) and it will.

"lizard1socal" wrote:

JLatham
Is the one that you are refering to also the same as one of the ones
that I also have ? Now Im wondering which one that is ???????
KA - BOOM ----- \ (---)==< - - -(~,~ )< # **
-- { } Q

lizard1socal


"JLatham" wrote:

Pammi J,

Disregard the _Rev02 that you received today - contains 3 'show stopper'
errors in code. My apologies - that's what I get for trying to rush
something out the door without adequate testing. Have repaired the code,
will get working version to you this evening, along with suggestions for how
to set up your customer list for ease of data entry.

JLatham

"Pammi J" wrote:

Hi
hope someone can help me. I have an invoice i have designed and the last bit
i need before i use it is to assign a invoice number to the template and have
it automatically increase by one everytime - ie 101 would be 102 on opening
the next time.
i have read McGimpseys page and used the code - i put it in the this
workbook part but its not doing anything. Have i got the right code or do i
need any other bits to go with it? Also i dont understand what `text` file i
need - as its saying to create one? and what is default path as string - is
that where i type where my template is. Sorry im a newbie to invoice
numbering. but i only need this and then i can move on to other things.
many thanks