Saturday, May 7, 2011

SAI Option #1 in Excel

Here's another project I'm working on that might be of interest to some of you.  This came about because of one of those conversations that begins "You know I really like ...... but it would be better if ....."  This particular "I really like" was SAI Option #1 "Display Sales Status".

I've just started on this but thought I'd share with you what I have so far.  The "Branch >>" drop down allows the User to select "ALL" Branches, by Region or by Branch Number.  One of the "it would be better if" comments was to be able to select specific Sections so this has been added.  At this stage  this is just an input field but will be changed to a drop down or at least provide a way to search on Section codes by description.  The "Your Company", "Your Region" and "Your Branch" fields will be replaced with the actual Company, Region and Branch Names based on the selection made in the Branch drop down.
The "Invoice Summary" screen accessed via the F6 key is displayed by clicking the "Inv Summary" button on the worksheet.


This will display a popup of the invoice information.  The additional information displayed was also a "better if" statement.
The Sales Forecast numbers are also going to be included in the next few days.

As always any input, suggestions or questions you might have would be appreciated.

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