Hello Alistair

Yes the user completes the form on sheet 1.

Not necessarily, sheet 2 could be a separate workbook, I thought it would be a simpler formula if in the same w/book.

Not thought of that bit... but if selecting the 'print' option, could that then be an instruction to the programme that input is complete?

That's the next part of my cunning plan, once I get to see what the reasons are for raising credit notes.

By the way, thanks for the help.

Quote Originally Posted by aydeegee View Post
Hi GOBBYGIBBO

Just so I understand, the user enters data on sheet 1 (although you have called it Sheet 5 on your example)


The data then gets transferred to the top line of sheet 2. Is this in the same workbook, or another workbook?

What happens to the sheet that the clerk has lovingly completed? Presumably it needs to be signed as authorised and filed for audit, so what does user2 get to fill in?
As you are trying to analyse the data would it not be a good idea to have (in addition to the detailed reasons) a Reason code eg short delivery, faulty goods, goodwill gesture, price change etc.
Regards
Alastair