Hello There,
I have a small sized workbook for invoice data entry. The invoices are entered for each month in a separate worksheet. There are a few (20 to 30) invoices every month
I have attached a workbook (Invoice entry.xlsm). It contains the following worksheets:
1. June, July & August : For invoice data entry
2. Setup Email : The email specification are listed (eg. To, Cc, Subject, Body text)
3. Show And Send Email: Displaying due date invoices and then send email. There are listed 2 buttons (Display Due Dates & Send Email)
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(a). Display Due Dates (Button): On pressing the button it should walk through all the worksheets whose 1st 3 characters are 'INV'.
(b). Pick up all the rows in that worksheet where columns 'Email Reminder (Y/N)' & 'Email Send Date' are null or empty.
(c). For each satisfied row (from step b), check if the 'Due Date' is 7 days prior to current date. If it is true then include certain values of that record in worksheet 'Show And Send Email' (eg. Invoice Number, Party Name, Invoice Date, etc.)
4. After picking up the satisfied record, it should include a 'Y' and 'today's date' in columns 'Email Reminder (Y/N)' & 'Email Send Date' respectively.
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5. Repeat step 3 to 4 for next each worksheet whose 1st 3 characters are 'INV'
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6. After the process is completed, the user will go through the records in worksheet 'Show And Send Email' and will click the button 'Send Email'.
7. On pressing, 'Send Email', the basic details of the email should be picked up from worksheet 'Setup Email' (eg. To, Cc, Subject, etc.)
8. The body details should include, the records which were displayed in worksheet 'Show And Send Email'
9. Next time, when the user presses the button it should clear the records in the worksheet 'Show And Send Email'
I tried a lot to get this working, but it looked I entangled myself so much with the code it has become very complex and messier and I deleted it all.
Therefore, as the last resort looking for help towards the forum.
Looking forward to hearing from you.
Thanks & regards
Don
I have a small sized workbook for invoice data entry. The invoices are entered for each month in a separate worksheet. There are a few (20 to 30) invoices every month
I have attached a workbook (Invoice entry.xlsm). It contains the following worksheets:
1. June, July & August : For invoice data entry
2. Setup Email : The email specification are listed (eg. To, Cc, Subject, Body text)
3. Show And Send Email: Displaying due date invoices and then send email. There are listed 2 buttons (Display Due Dates & Send Email)
--------------------------------
(a). Display Due Dates (Button): On pressing the button it should walk through all the worksheets whose 1st 3 characters are 'INV'.
(b). Pick up all the rows in that worksheet where columns 'Email Reminder (Y/N)' & 'Email Send Date' are null or empty.
(c). For each satisfied row (from step b), check if the 'Due Date' is 7 days prior to current date. If it is true then include certain values of that record in worksheet 'Show And Send Email' (eg. Invoice Number, Party Name, Invoice Date, etc.)
4. After picking up the satisfied record, it should include a 'Y' and 'today's date' in columns 'Email Reminder (Y/N)' & 'Email Send Date' respectively.
--------------------------------
5. Repeat step 3 to 4 for next each worksheet whose 1st 3 characters are 'INV'
--------------------------------
6. After the process is completed, the user will go through the records in worksheet 'Show And Send Email' and will click the button 'Send Email'.
7. On pressing, 'Send Email', the basic details of the email should be picked up from worksheet 'Setup Email' (eg. To, Cc, Subject, etc.)
8. The body details should include, the records which were displayed in worksheet 'Show And Send Email'
9. Next time, when the user presses the button it should clear the records in the worksheet 'Show And Send Email'
I tried a lot to get this working, but it looked I entangled myself so much with the code it has become very complex and messier and I deleted it all.
Therefore, as the last resort looking for help towards the forum.
Looking forward to hearing from you.
Thanks & regards
Don