Auto numbering and workbook log

[david77550]

I want to create a template in Excel for a change order system. Every time I have a new change order I want it to be numbered. I want Excel to automatically keep a log of all the changes orders to date with change order number, date, title, etc.

Please help.

Thanks!

[royUK]

welcome to the Forum. can you give us a little more detail on what you need?

[david77550]

I want to enter information into an existing Excel template, save the workbook as Change Order #1. The next time I use the template I want it to save as Change Order #2, etc. Additionly, I want it to automatically keep a "log" of all change orders to date in a workbook that list the change orders numerically along with the dates and a title.

Thanks!

[david77550]

Is there a better way of doing this?

Thanks!

[david77550]

Anyone know how to do this?

[royUK]

I'm still not clear, where is the number originally?

[Richard Buttrey]

I want to create a template in Excel for a change order system. Every time I have a new change order I want it to be numbered. I want Excel to automatically keep a log of all the changes orders to date with change order number, date, title, etc.

Please help.

Thanks!

Hi David,

1. Create a Log sheet with the Order Number, Order Date and Title fields starting in A1

2. On a Variables sheet, enter your first order number in a cell and name the cell 'OrderNo.

3. On your order template sheet, in the cell that contains the order number, enter the formula =OrderNo (This will pick up the current order number from the Variables sheet. Also name the cells which hold the Order date and Order Title with the names 'OrderDate' and 'OrderTitle'. Name the whole of the range which covers all the cells on the order with the name 'Order'


Use the following procedure, you'll probably want to attach it to a button or object on the face of the order template.

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Each time you run the macro it will save the current order template with the name "MyOrder_" with the order number appended.

You'll need to add to it if there are more than the three fields that it currently deals with.

Hope this helps

Rgds

[david77550]

Thank you very much for the help!

[david77550]

How do I change this code to save the file to a specific folder in My Documents?

Can the file format be changed automatically before saving?

How do I have the VBA code save dollar amounts that are calculated in my sheet with out copying the formula (ie: Paste Special - values)

Thanks!

[david77550]

Anyone able to help?

Thanks