J
J. Trucking
Hello,
I wasnt sure which portion of the discussion group to post this under
and I have tried searching for answers to my question but I must not
be using the right search terms as I can't seem to find what I'm
looking for. Our company completes quotes/estimates for various
individuals for small construction projects. THe problem is that
there are 4 different users completing quotes and they are stored on
the server with diffferent path names, in different folders, some dont
get saved, some are saved on the local hard disk, etc. This is really
frustrating when you try and go back to find a quote that was done 6
months ago and the user who created it cant even remember where it is.
What I would like to do is the following:
1. Create a template that will sit on each users desktop
2. In the template I would like three small lines in the top left
corner that read "Quote Number", "Customer", and "Project".
3. I would like all quotes to be FORCED to save to the same directory
(lets call it G:/Quotes).
4. When the user opens the template, the macro/vba will search for
the last quote number in G:/Quotes and insert the next available
number in the "Quote Number" line.
5. The user then fills in "Customer" and "Project". The template
will not let him save his quote until he does this.
6. When he does save, the file is saved to G:/Quotes with the format:
"Quote Number - Todays Date - Customer - Project"
I am not sure if this is possible but any help would be greatly
appreciated. I do have experience with excel and access (some vba)
but dont have a clue where to start in Microsoft Word. Thanks in
advance for any advice and my apologies if this topic has been covered
already.
John
I wasnt sure which portion of the discussion group to post this under
and I have tried searching for answers to my question but I must not
be using the right search terms as I can't seem to find what I'm
looking for. Our company completes quotes/estimates for various
individuals for small construction projects. THe problem is that
there are 4 different users completing quotes and they are stored on
the server with diffferent path names, in different folders, some dont
get saved, some are saved on the local hard disk, etc. This is really
frustrating when you try and go back to find a quote that was done 6
months ago and the user who created it cant even remember where it is.
What I would like to do is the following:
1. Create a template that will sit on each users desktop
2. In the template I would like three small lines in the top left
corner that read "Quote Number", "Customer", and "Project".
3. I would like all quotes to be FORCED to save to the same directory
(lets call it G:/Quotes).
4. When the user opens the template, the macro/vba will search for
the last quote number in G:/Quotes and insert the next available
number in the "Quote Number" line.
5. The user then fills in "Customer" and "Project". The template
will not let him save his quote until he does this.
6. When he does save, the file is saved to G:/Quotes with the format:
"Quote Number - Todays Date - Customer - Project"
I am not sure if this is possible but any help would be greatly
appreciated. I do have experience with excel and access (some vba)
but dont have a clue where to start in Microsoft Word. Thanks in
advance for any advice and my apologies if this topic has been covered
already.
John