Hi
I'm working on a report which requires me to do the following from a 'master' worksheet, data in each row is unique to each recipient, but cell A1, B1, C1, etc defines their "customer number". Data in each row will be copied / used in an invoice and each invoice needs to be saved with a unique file name.
This involves saving each invoice separately as a PDF and as Excel file using their customer number and a sequence number for each customer.
For example first invoice saved is "12345-0809100" in this case:
12345 is the customer number
0809100 is the sequence number where 0809 is month and year and 100 is starting value.
For the same customer, their invoice is saved is "12345-0809101", "12345-0809102", etc.
For the next customer it is saved uniquely as "67890-0809100" and so forth
It should also be noted, I have Office 2007 and currently doing this process under Excel and Word, using a merge function but manually saving each as a PDF. As you might imagine very laborious and time consuming. Today I just found out an Excel file needs to be included so here I am. Ideally I'd like to use the merge function with Excel and Word but if not I'll create the template within Excel and copy / paste fields. If anyone knows how to do all this under Access, I'm open to hearing about it
Thanks in advance
I'm working on a report which requires me to do the following from a 'master' worksheet, data in each row is unique to each recipient, but cell A1, B1, C1, etc defines their "customer number". Data in each row will be copied / used in an invoice and each invoice needs to be saved with a unique file name.
This involves saving each invoice separately as a PDF and as Excel file using their customer number and a sequence number for each customer.
For example first invoice saved is "12345-0809100" in this case:
12345 is the customer number
0809100 is the sequence number where 0809 is month and year and 100 is starting value.
For the same customer, their invoice is saved is "12345-0809101", "12345-0809102", etc.
For the next customer it is saved uniquely as "67890-0809100" and so forth
It should also be noted, I have Office 2007 and currently doing this process under Excel and Word, using a merge function but manually saving each as a PDF. As you might imagine very laborious and time consuming. Today I just found out an Excel file needs to be included so here I am. Ideally I'd like to use the merge function with Excel and Word but if not I'll create the template within Excel and copy / paste fields. If anyone knows how to do all this under Access, I'm open to hearing about it
Thanks in advance
