C
Cheryl
Help.. how can i do this? Ideas? I have Excel 2002/xp
I want to set up a 'template' workbook that allows the employees in one
department to enter information in of all the parts required to be ordered
and a purchase order requisition created based on what was entered - the
types of material/pieces change from project to project which is why I
thought a template sheets for part information and a basic template for
purchase order requisition. I can get the requisition to automatically fill
in address and phone information from vendor list on different sheet but I
am not sure how to extract from the first sheet for the purchase order
requisiton. Really the list technically could be dynamic in number - it
could have 50 parts that need to be ordered from various vendors or up to
150. I just made a basic template to hold 150... so the user would not have
to create any more rows (hopefully).. Purchasing can then take this
requisition.. and create a purchase order.. I know I could filter out based
on type of material in sheet 1 .. and copy to sheet 2's fields for the
order.. but.. was hoping there was an easier way... The users are not very
excel friendly so trying to make it as easy as possible... using macros,
lists, and vlookup.. Could I programmatically create a dialog box (or
similar) that would ask for type of material they want to order.. and then
use if statements to search that sheet.. or what?
Sheet1 - has a 'list' of parts that need to be ordered - their description,
qty, type of material, part number etc
Sheet2 - I want to create a requisition from those items listed on Sheet1
based on type of material...
Basically need to take the data from Sheet 1 (can be 50 - 200 items/parts)
keyed in by designers and create a purchase order requisition for our
vendors/suppliers based on the type of material. Is there a way to extract..
say. material is H20.. and of them 50 items keyed in.. 10 of them are H20..
so that I can fill in the qty, description, part number and type of material
automatically on the requisition..
I know a database would be easier.. but we are not yet at that point.. this
is an interim solution...
Thanks in advance for your assistance..
I want to set up a 'template' workbook that allows the employees in one
department to enter information in of all the parts required to be ordered
and a purchase order requisition created based on what was entered - the
types of material/pieces change from project to project which is why I
thought a template sheets for part information and a basic template for
purchase order requisition. I can get the requisition to automatically fill
in address and phone information from vendor list on different sheet but I
am not sure how to extract from the first sheet for the purchase order
requisiton. Really the list technically could be dynamic in number - it
could have 50 parts that need to be ordered from various vendors or up to
150. I just made a basic template to hold 150... so the user would not have
to create any more rows (hopefully).. Purchasing can then take this
requisition.. and create a purchase order.. I know I could filter out based
on type of material in sheet 1 .. and copy to sheet 2's fields for the
order.. but.. was hoping there was an easier way... The users are not very
excel friendly so trying to make it as easy as possible... using macros,
lists, and vlookup.. Could I programmatically create a dialog box (or
similar) that would ask for type of material they want to order.. and then
use if statements to search that sheet.. or what?
Sheet1 - has a 'list' of parts that need to be ordered - their description,
qty, type of material, part number etc
Sheet2 - I want to create a requisition from those items listed on Sheet1
based on type of material...
Basically need to take the data from Sheet 1 (can be 50 - 200 items/parts)
keyed in by designers and create a purchase order requisition for our
vendors/suppliers based on the type of material. Is there a way to extract..
say. material is H20.. and of them 50 items keyed in.. 10 of them are H20..
so that I can fill in the qty, description, part number and type of material
automatically on the requisition..
I know a database would be easier.. but we are not yet at that point.. this
is an interim solution...
Thanks in advance for your assistance..