Quasi-Dashboard for Homemade Help Desk Program in Excel/Access

I'm not sure what the question is, but it sounds like you need a summary query. Ex.:

Select Type, Count(*) as TypeCount from MyTable group by Type;

You can have that query open in a subform, or even better display it as a chart.

I'm on it and here's what I plan on doing.


Would a second report that looks like this help?

Or, if you like I could combine the reports I would put a "Total" section either at the top or bottom like this. If you want the combined report let me know if the total should be at the top or bottom.

I like the first picture you provided in thread ID: 39100910.  Could it be possible to enable the user to drill-down if they click on the status line.  All I mean by "drill-down" is to show the actual Tracker form with all lines when they double click.  Let me know if that makes sense or not.  

Also, would it be possible to have charts showing the number of requests per day/month/year?  Just curious about this one.  Thanks Marty!

So I assume you don't want the pictures labeled 'Report 2' and 'Combined report'.

When you say "show the actual Tracker form with all lines when they double click" do you mean that if they double-click, say, 'Complete' that they'd be shown the tracker form with just those two lines showing? And if that's correct would you be satisfied for them to have to click the 'Refresh' button to restore the complete view?

Let's leave the charts for later.

I like all three of them.  If possible, could we allow more than one option for the user to see?  This could give them various angles to view the data?  What do you think about this?

Given the pictures above please tell me what you would you'd like the user to see. Also please answer these questions I asked above.

When you say "show the actual Tracker form with all lines when they double click" do you mean that if they double-click, say, 'Complete' that they'd be shown the tracker form with just those two lines showing? And if that's correct would you be satisfied for them to have to click the 'Refresh' button to restore the complete view?

Oh and two other things: I'll add the 'exit' button and I recently realized that I never implemented the "delete the requests after 90 days" requirement that we talked about some time ago. If you still want that then let me know, but consider that if a request was not completed in 90 days it would just disappear. Also there are two way to do the "delete", the first being to physically delete the old records from the Access database and the second to leave them there (don't worry about space requirements) and just show the last 90 day's worth in the tracker.

An alternative to the "drill-down" process would be for me to add a 'Sort by Status' button which would still show all the records but with all the same statuses together.

Greetings Marty.  My apologies for the wait.  I was not able to connect to my wireless last night.  Please accept my apology.  :(

1.) Given the pictures above please tell me what you would you'd like the user to see. Also please answer these questions I asked above.

      • Out of the three pictures, I like the first picture in thread 39100910 best.

2.) When you say "show the actual Tracker form with all lines when they double click" do you mean that if they double-click, say, 'Complete' that they'd be shown the tracker form with just those two lines showing? And if that's correct would you be satisfied for them to have to click the 'Refresh' button to restore the complete view?
      • No sir.  I was referring to the functionality similar to a pivot table.  I have attached 'Test Book.xls' that has the resulting drill-down I had in mind.  To explain the worksheet, I inserted a pivot table based on data from the tab named 'Sales History (Stock)'.  Once the pivot table was defined, I double clicked on cell B12 and this resulted in drill down data on Sheet 3 being created.  I would not want a new sheet to be created in the Tracker workbook, I was only referring to that type of functionality.  The data in the test workbook is totally unrelated, I only compiled that for a quick example of the pivot table.
      • Basically when they double-clicked 'Complete' they would see all request lines that have been completed. If this can happen in the same workbook/area, that would be perfect.  Then it would perform just as you stated and, by hitting the Refresh button, they would see the complete view again.


3.) Oh and two other things: I'll add the 'exit' button and I recently realized that I never implemented the "delete the requests after 90 days" requirement that we talked about some time ago. If you still want that then let me know, but consider that if a request was not completed in 90 days it would just disappear. Also there are two ways to do the "delete", the first being to physically delete the old records from the Access database and the second to leave them there (don't worry about space requirements) and just show the last 90 day's worth in the tracker.
      • I like the second method described the best.  Is it possible to only perform the 'delete' on items that are completed?  By this I want the 'delete' to perform like the second method and to only show 90 days worth of data AND requests that have not been completed.  In essence the only items to be removed from the Tracker would be 'Completed' items over 90 days.  Does that make sense?  If not, please let me know!  Thanks


3a.) An alternative to the "drill-down" process would be for me to add a 'Sort by Status' button which would still show all the records but with all the same statuses together.
      • Do you think this would be a more practical and feasible method than the method I am referring to? What are your thoughts here?  I am leaning to the method I have described above but let me know what you think is the best approach.  Thanks again buddy.  I'm really sorry for the long wait buddy.
Test-Book.xlsx

Maybe I'm confused but it seems that what I suggested in the first bolded text below is the same as what you are asking for in the second bolded text. If you disagree please tell me what's different about your approach.

2.) When you say "show the actual Tracker form with all lines when they double click" do you mean that if they double-click, say, 'Complete' that they'd be shown the tracker form with just those two lines showing? And if that's correct would you be satisfied for them to have to click the 'Refresh' button to restore the complete view?
      • No sir.  I was referring to the functionality similar to a pivot table.  I have attached 'Test Book.xls' that has the resulting drill-down I had in mind.  To explain the worksheet, I inserted a pivot table based on data from the tab named 'Sales History (Stock)'.  Once the pivot table was defined, I double clicked on cell B12 and this resulted in drill down data on Sheet 3 being created.  I would not want a new sheet to be created in the Tracker workbook, I was only referring to that type of functionality.  The data in the test workbook is totally unrelated, I only compiled that for a quick example of the pivot table.
      • Basically when they double-clicked 'Complete' they would see all request lines that have been completed. If this can happen in the same workbook/area, that would be perfect.  Then it would perform just as you stated and, by hitting the Refresh button, they would see the complete view again.

No sir, I totally agree with you.  I think we are on the same page now.  I was just reiterating what I originally stated.  Your suggestion should do the same as what I am requesting.

Okay I'm glad we agree. For the purposes of the deletion process, what statuses define a completed request. Obviously 'Complete' does, but what about 'Closed', 'Cancelled' and 'Resolved'?

For now, let's go with the below:

Complete
Closed
Cancelled
Resolved

In all honestly, we may be best suited to removed 'Resolved' since it is essentially the same as 'Complete'. Right?

I agree.

Updated files

Help Desk
o Make path to the tracking database variable so that you and I can both use and test. Also update the "Out of date" msg so it shows your path

Tracker
o Make path to the tracking database variable so that you and I can both use and test. Also update the "Out of date" msg so it shows your path
o Add Request Totals sheet
o Add Exit button
o Changed the name of the "Database" sheet to "Request Status"
o Don't show completed requests that are over 90 days old
o Added drill-down funtionality to the Request Status sheet

Access Database
o Update versions to match the versions for the Help Desk and Tracker
ADS-Parts-Help-Desk-V28.xlsm
Track-Requests.xlsm
TrackRequests.mdb

Good morning My Friend.  I hate to bombard you with stuff but I have to present this once again tomorrow morning.  The Kit-BOM form is going to be the center of interest this time.  I will answer your Chart questions here shortly.  

1.) I ran into this error while testing this morning.  I started out on the NIUF and made two items to have the value of 'Y' for Is item a Kit column.  I hit submit and the appropriate Missing Kits message box populated.  I clicked on Yes and proceeded to the Kit Bom Form.  I added the components for the two kits and hit submit at which time I received an error.This is the code which was specified:

    • Worksheets(NIUF_SHEET).Select

Picture of Highlighted Script:

    • I then attempted to go back and send the NIUF and I kept getting the Missing Kits message box warning.


2.) Is it possible to set specific scroll areas for each form.  That way they are limited to only the necessary fields.  

      • Kit BOM: A1:I250
      • New Item Upload: A1:L5000
      • Inventory Item Notifications: A1:L500


3.) When the IIN Request is sent, only used columns should exist.  Can we delete any unused columns and have only the columns that have been completed available.  I'm sorry if it sounds as if I'm being picky.  I'm actually being cautious since the people who will be using this are unbelievably computer/spreadsheet illiterate.  I'm really sorry buddy.


4.) Is it possible to have the Inventory Item Notifications Sheet's title name itself automatically?  For instance, if the user selects to 'Update Expire Status for Inventory Items' then the form's title in cell A:1 would identify this.  Again, sounds silly but I am only asking because it was suggested to me.  The concern is the user base.  They are not the brightest crew around and errors that can be made will be made if they are given the opportunity.  Please forgive me for being troublesome.


5.) When the NUIF is submitted with an item marked Y for kit, the message is displayed as normal; however, when the Kit Bom form is populated, the Kits are shown with the value of 'Y' for the In Oracle value (Column D).  Is there any way to program this to N since it is still being submitted to be uploaded?


6.) While testing this today, an idea came to mind.  For the Qty Per Kit field, can we have the value for the kit simply state 'Kit Name'?  I am trying hard to make a separation between the Kit item itself and its components for lack of confusion on the users end. Also, just as we have done on the 'Tracker Form', can we have column G un-editable.  I would like the Qty Per Kit field for the Kit Part itself uneditable as well, if at all possible.  


7.) The Help Desk continually attempts to open a 2010 Word document, thus prompting my computer to begin a setup process.  It freezes for about a minute then gives the error messages below:

Error Messages Received when I clicked Help Button
ADS-Parts-Help-Desk-V28.xlsm

The description for your attachment says "version used when errors realized" and in the description of the problem you ran into you say (the bolding is mine) "I ran into this error while testing this morning.  I started out on the NIUF and made two items to have the value of 'Y' for Is item a Kit column….". However the attachment only has one item on the NIUF and that one has 'N' for "Is it a Kit". So did you attach the wrong workbook?

In any case I'll try to reproduce the problem.

I think the problem you are seeing is the result of some unknown mistake that was made after you made your formatting changes to the worksheets in the Help Desk. The one problem you reported after you made those changes was that the drop-downs weren't working correctly and while I was able to get them working again it's the only thing I checked. Now however I see several other things that are wrong. For example on the BOM sheet if I select 'Qty per kit' cell of the kit part row of a kit, Excel shows me that there's a value but it's not actually visible and that's because the font color is the same as the background color of the cell. Secondly I get errors for every kit saying that the footer for the kit can't be found even though they are there and I don't currently know why that's happening. I also don't think that every-other-line-light-dark formatting for the BOM is appropriate since the user can add more lines manually and without some new coding the  pattern wouldn't be maintained so unless you object I'm going to remove that formatting from the BOM. Let me know please one way or the other. BTW I'm not blaming you for the problems but they do need to be fixed so I'll try to do that now.

Can you tell me how you created the light/dark formatting?

For Thread ID: 39112624
     • I attached the general workbook so you could see the script behind it.  When I hit submit, all of the info I placed on the file was erased.  I have attached what was sent in the email.  Sorry about that.

For Thread ID: 39112762
     • I agree with you.  Please let's remove the every-other-line-light-dark formatting and make all rows the same.  BTW, Can we set it to not view Gridlines.  That is under View-Gridlines. I know you weren't blaming me.  I blame myself though.  I so OCD that I screwed up your hard work.  Please forgive me for that.  

For Thread ID: 39112777
     • To create the light/dark formats, I highlighted the row and changed the background color.  Then I copied the first two light and dark rows and pasted format values for the rows below.  Hope that explains it.  If not, please let me know.

Thank you so much for all of your help here man!
BOM-Working-Form-04-25-2013-11-3.xlsx

As for the other changes you requested:

2.) Is it possible to set specific scroll areas for each form.  That way they are limited to only the necessary fields.  

      • Kit BOM: A1:I250
      • New Item Upload: A1:L5000
      • Inventory Item Notifications: A1:L500

Sure


3.) When the IIN Request is sent, only used columns should exist.  Can we delete any unused columns and have only the columns that have been completed available.  I'm sorry if it sounds as if I'm being picky.  I'm actually being cautious since the people who will be using this are unbelievably computer/spreadsheet illiterate.  I'm really sorry buddy.

I would think hiding them as is being done now would be okay, but I'll see what I can do.

4.) Is it possible to have the Inventory Item Notifications Sheet's title name itself automatically?  For instance, if the user selects to 'Update Expire Status for Inventory Items' then the form's title in cell A:1 would identify this.  Again, sounds silly but I am only asking because it was suggested to me.  The concern is the user base.  They are not the brightest crew around and errors that can be made will be made if they are given the opportunity.  Please forgive me for being troublesome.

I'll have to increase the column widths of one ore more columns so that the merged cells in Row 1 will be big enough to hold the longest title but sure.


5.) When the NUIF is submitted with an item marked Y for kit, the message is displayed as normal; however, when the Kit Bom form is populated, the Kits are shown with the value of 'Y' for the In Oracle value (Column D).  Is there any way to program this to N since it is still being submitted to be uploaded?
Will do but at one point at least I believe "Y" was what you wanted.


6.) While testing this today, an idea came to mind.  For the Qty Per Kit field, can we have the value for the kit simply state 'Kit Name'?  I am trying hard to make a separation between the Kit item itself and its components for lack of confusion on the users end. Also, just as we have done on the 'Tracker Form', can we have column G un-editable.  I would like the Qty Per Kit field for the Kit Part itself uneditable as well, if at all possible.  

How about this instead? If you agree that I can remove the light/dark row shading I can make the color of the Qty Per Kit cell for the kit part be salmon colored and include a comment (like our error comments but in this case not an error) saying "Kit Part".

7.) The Help Desk continually attempts to open a 2010 Word document, thus prompting my computer to begin a setup process.  It freezes for about a minute then gives the error messages below:

It's trying to open the Help file. I'll change that file so that it's 2007 compatible.

in 6) I forgot to address this:

Also, just as we have done on the 'Tracker Form', can we have column G un-editable.  I would like the Qty Per Kit field for the Kit Part itself uneditable as well, if at all possible.

 

If you test as a user (Ctrl+U)  column G is un-editable. I thought also that a while back I made a change so that the qty per kit for the kit part couldn't be changed but I'll look into it.

Ohhhhh, I'm stupid.  I remember that now.  I totally overlooked that option.  Sorry about that Marty.  I should have realized I was not testing as a regular user.  :(

Don't worry about it.

Here are some new files:

Help Desk
o Corrected a bug that caused some errors on the BOM because the code was looking at the wrong sheet. (See your #1 in post ID 39112535)
o Added code to mark and restrict access to the kit part qty cell. (See your #6 in post ID 39112535 and my reply to that in Post ID 39112960)
o Set scrollareas for sheets (See your #2 in post ID 39112535)
o Instead of just hiding the non-used columns in the IWF, delete them. (See your #3 in post ID 39112535)
o Put the name of the request in the IIN sheet heading and make sure it all fits on one line. (See your #4 in post ID 39112535)
o Switched to an Office 2003 compatible help doc. (See your #7 in post ID 39112535)

You may notice that your #5 in post ID 39112535 is not mentioned and that's because it will probably take a lot of work to change that. I says "change" rather than "fix" because if I remember correctly we decided way back when that if the user is creating a kit that the part must already be in Oracle so the value should be "Y". Right now I use that "Y" value on the BOM to tell me that the kit was added automatically via the NIUF and that's one of the basics of the relationship between the two sheets. If in fact you still want me to make it "N" by default, what do we do about the cases where the part actually is in Oracle?

Help File
The new file is Office 2003 compatible and you can delete the docx version of the file.

Access Database
I haven't actually attached the updated version of the database; I think it will be good practice for you to update your copy so that the version it shows for the Help Desk matches the version (29) of the new Help Desk I am attaching. If you haven't done it before, try opening the new Help Desk before updating the database.
ADS-Parts-Help-Desk-V29.xlsm
Help.doc

Just a quick note - You provided a great point concerning the 'Y' value.  Let's please leave it set to 'Y' as it is now.  I remember now that we did agree to that some time ago.  My apologies for the confusion.  I guess I panicked about the presentation tomorrow.  It obviously showed.  ;)  I'll write more in a few.  Thanks again Marty!!!

BTW, I am addressing your questions concerning charts in great detail and will be getting back to you with that very shortly.  Thanks buddy!

Just wanted to let you know that the Out of Date Warning popped right up when I opened the Help Desk this morning.  However, after I click okay, nothing happens? Is there another file I am suppose to be queuing?  Thanks

The End of Bill of Materials Footer Row on the Kit BOM form is calculating the Kit's cost thus showing a value that is double the actual kit cost. Also, I see that you have made the first cell for QTY a different color.  Why not remove the comment on that cell which states 'This is the Kit Part Number' and make that entire row a different color than the rest.  This would effectively segregate the Kit Part number from its components, correct?

The End of Bill of Materials Footer Row on the Kit BOM form is calculating the Kit's cost thus showing a value that is double the actual kit cost.

I don't see that happening.

Or do you mean that the Kit Part cost shouldn't be included in the Total Kit Cost?

Yes sir, the Kit Cost should NOT be included since it IS the kit itself.  Can we exclude this row?  Thanks buddy!

I am encountering some weird errors now. On my new computer (which is 64 bit) I can open and use the Help Desk File.  When another user opens the file and attempts to use it, it gives a Runt-Time Error '-2147024809 (80070057)': The shape is locked and cannot be re-sized.  I am noticing that when the form is opened, it opens with the Kit Bom request form for a split second then it flickers to the home page.  Also, the screen flickers 3 or 4 times when I click the back arrow from the Kit Bom form to the Home Page.  I was not able to get a screen shot for this one.  Sorry :(

Also, when I am on the Kit Bom form and hit the back arrow to return to the main screen, I encounter an error as well.




I found this link when researching the issue.  I'm just trying to be helpful so if I am way off here, please forgive me.  

http://stackoverflow.com/questions/4251111/how-to-make-vba-code-compatible-for-office-2010-64-bit-version-and-older-offic

Okay I don't use 64 bit so I don't know how to test or fix the problem(s). I do know that our workbooks don't use either the CopyMem or PtrSafe APIs mentioned in your link so I don't know what do do.

Yes sir, the Kit Cost should NOT be included since it IS the kit itself

We've been doing this forever and I never knew that:(

PLEASE READ THE COMMENTS ABOUT THE HELP DESK FIRST.

Here are some the new files

Help Desk
o Backed out scrollarea changes because an unintended side effect was that rows could not be deleted.
o Don't include the cost of the kit part in the total kit cost
o Highlight the whole kit part row rather than just the kit part
o Automatic updating of out of date program

Regarding the automatic updating. I assume that in production that you will be storing the new versions of programs on "I:\Chris Wright\Parts Help Desk". If that's not the case then you'll need to make a change that we can talk about. I could not test this change because obviously I don't have access to your path but I think it should work.

Here's how to test it.
1. Download this wb and the updated database below.
2. Before opening this wb create a copy and save it to "I:\Chris Wright\Parts Help Desk", but call it just "ADS Parts Help Desk"
3. Open the downloaded wb (ADS Parts Help Desk V30) and in the 'Functions' module change Public Const FILE_VERSION = 30 to Public Const FILE_VERSION = 29.
4. Save and close the file.
5. Reopen the file. When you do you will see a "Your version of the ADS Help desk is out of date…" message
6. Click OK

If everything goes right the ADS Parts Help Desk that you stored on your server should replace the current file.

Tracker
o Create By Day, Month and Year charts. These charts are all line with marker type by default but you can select the type you want from within Excel.
o Added a mainenance macro to help with making changes to the Request Status sheet if you should ever need to. To use it, first click Ctrl+M which enables code that bypasses the sheet's Sub Worksheet_SelectionChange event which is where the restriction coding happens. When you're done, click Ctrl+M again to turn restrictions back on. In both cases when you click Ctrl+M a message will appear showing what the maintenance state is.

Note that i did not put the automatic updating code in the tracker because if it doesn't work I don't want to have to change both workbooks.

Database
o Added a new field to support the charts
ADS-Parts-Help-Desk-V30.xlsm
Track-Requests.xlsm
TrackRequests.mdb

I followed your procedure to the tee and came up with the error below.  I attempted this two times with the same results.  



However, once I hit 'END' the spreadsheet worked great.  I looked and found that the Const FILE_VERSION = 29 did, in fact, update to Const FILE_VERSION = 30 as designed.  Also, I am no longer having issues switching between 64 bit and 32 bit.  That's good news!!

So does that mean that the workbook does run on you 64-bit laptop? Also please do it again with the const set to 29 but first, add the 'Stop' line following the version check in Workbook_Open sub. In other words this:

If rs!Version <> FILE_VERSION Then
Stop

Select allOpen in new window

Then close the workbook, saving the change and open it again. When the Open sub is run the code will stop at the Stop line. When it does press F8 repeatedly until you get the file not found message. Then please tell me what line that is and what file it's looking for,

I tried the F8 procedure as directed but had no success.  I took a screen shot of what I think may be what you are looking for.  I hope anyways.  

In the line just before the line in yellow, the code creates a temporary file name which includes the date and time. The yellow line tries to save the current workbook as that name so the File Not found error is probably not being produced by that line since it's not trying to open a file. Two questions:

1) what do you mean when you say "I tried the F8 procedure as directed but had no success"? and
2) PLEASE answer the first question in my last post which was "So does that mean that the workbook does run on your 64-bit laptop"?

1.) The F8 procedure I was referring to was in Thread ID ID: 39125554.  See below:

Then close the workbook, saving the change and open it again. When the Open sub is run the code will stop at the Stop line. When it does press F8 repeatedly until you get the file not found message. Then please tell me what line that is and what file it's looking for

2.) Sorry about not replying to your first question.  Juggling a million things over here.  Yes, the workbook runs fine so far on my 64-bit laptop as well as my older 32-bit desktop at my desk.  

Thanks for the help Marty!

Then close the workbook, saving the change and open it again. When the Open sub is run the code will stop at the Stop line. When it does press F8 repeatedly until you get the file not found message. Then please tell me what line that is and what file it's looking for

2.) Sorry about not replying to your first question.  Juggling a million things over here.  Yes, the workbook runs fine so far on my 64-bit laptop as well as my older 32-bit desktop at my desk.  

I was certain that was the post you were referring to but I still don't know what you mean when you say you "had no success". Did you not get the "file not found error message" or…?

2) I've very happy to here that the workbook works in both environments since ever since you said you had problems with it I was very worried about it.

Sorry, what I meant was that I did NOT get the "file not found error message".  Sorry for not explaining better.  

Pertaining to the 64bit/32bit environment scare, so far so good.  We are going to do some heavy testing today across both environments so I will hopefully know for certain when completed. Thank you so much for the help so far buddy!!

I'm attaching a new version of the Request Tracker and an updated database that reflects the Tracker's version number. The only change in this workbook is that I added the same automatic updating of out of date program logic as is in the Help Desk. To test it do this which is similar to but not exactly the same as you did for the Help Desk.
1. Download this wb and the updated database below.
2. Before opening this wb create a copy and save it to "I:\Chris Wright\Parts Help Desk"
3. Open the downloaded wb and in the 'Functions' module change Public Const FILE_VERSION = 6 to Public Const FILE_VERSION = 5.
4. Save and close the file.
5. Reopen the file. When you do you will see a "Your version of the Request Tracker desk is out of date…" message
6. Click OK

If you have any problem when you do the above test, please go to the Immediate Window (Ctrl+G from Visual Basic) and post what you find there because I added some Debug.Print statements to help me track down the error.
Track-Requests.xlsm
TrackRequests.mdb

Hi Marty.  I assume you are referring to the Functions module within the ADS-Parts-Help-Desk-V30 file.  I did not see one in the workbooks you provided in Thread ID: 39132158.  However, if you are, in fact, referring to the Help Desk file, I am only seeing Public Const FILE_VERSION = 30...?


When you tell me tell me to download these files to "I:\Chris Wright\Parts Help Desk" AND THEN work with another, separate file, is there a particular location that I should be using?

I went ahead and with my assumption noted earlier and ran into some errors.  

1.) When I select a Request Type I receive an error with the script below:
     
2.) When I moved past the error and continued, I ran into the below error when I went to the NUIF and hit the button to return to the home page.
     
3.) While in the NUIF, I left your test data and went back to the home page.  After I ignored the error message in # 2, the message which states that "One or more kits need to be created..."  I hit yes and my screen started to flicker violently and the error below popped up.
     
I have also did as requested and posted this to the Immediate Window.  Hopefully I have explained this okay.  Please let me know if not.  Thanks buddy!
ADS-Parts-Help-Desk-V30.xlsm

I thought I was clear about testing the automatic download but perhaps not.
I assume that when YOU want to distribute the Help desk and/or the Tracker and/or the database that you will put those files in I:\Chris Wright\Parts Help Desk. Is that what you are planning on doing?

Assuming that that's the case what will happen the user opens an out of date file he will be notified and then the file that he has opened will be renamed and saved. Once that is done it will be replace by a file from I:\Chris Wright\Parts Help Desk.

Do you have any questions about that?  

About the Immediate window. I wanted you to post a picture of it here. It will show me what is happening.

I will look at the other problems you reported in a couple of hours.

Regardless of the module name (in the Help Desk it's "Functions" and in the Tracker its "Tracking"), the current version number of the application is stored in a constant called FILE_VERSION. The value of FILE_VERSION in the Help Desk is 30 and in the Tracker it's 6.

Regarding the error you reported in post ID: 39135905, that code has been there, unchanged, for at least 6 weeks and it has always worked for me and prior to you switching to 64 bit it always worked for you. Unfortunately as I have mentioned previously I don't have access to a 64-bit environment and I have no idea as to what to do to correct this problem for you. You should post a question with the same picture as in post ID: 39135905 and explain that while that code works in 32bit it doesn't in 64 bit and you should ask what to do. After you've posted the question please post the URL here so I can keep an eye on it.

I will be creating a new question for the 64 bit issue this evening.  My apologies for not fully understanding your directions.

Hi Marty.  Quick question.  Are you seeing a flicker in the screen when I am in the Kit BOM sheet and hit the back button to return to the Home Page?  I am only seeing it then.  It transitions flawlessly while on the other sheets.  By the way, I am testing on my 32 bit computer for now so this is the environment I am seeing this.  Thanks

Are you seeing a flicker in the screen when I am in the Kit BOM sheet and hit the back button to return to the Home Page?

If you are talking about the The "ADS Parts help Desk" sheet flickering, then yes I do. It only seems to happen if there are "Is Item a Kit" cells with a value of "Y" on the New Item Upload sheet,

Okay.  I just wanted to make sure.  Once I have tested rigorously in a 32 bit environment, then I will work towards a solution to integrate into a 64 bit.  What do you think?  Bad idea?

If 64 bit is going to be the environment then you might as well get those problems licked first because you'll need to test all over again after whatever changes are made so that it runs in that environment.

As far as I know, I am the only one using 64 bit right now.  Everyone else is still 32.

Why does your company think that anyone needs 64bit?

They don't. I requested it specifically because I deal with extremely large spreadsheets.

How many rows is "extremely large"?

Sorry, on average they are around 600,000 rows.  That is how many items that exist in our database.

Hi Marty.  I was doing some testing today and had an error.  I have a few bullet points below.  

1.) I changed the ".Display" in the mail module to ".Send" in order to test this as it would be in production.  I am receiving an error when I am on the NIUF and attempt to email.  I get this same error when I attempt to email from the Kit BOM form as well.  However, everything works fine when I email from every other request.  



2.) Also, I was curious about using a different method for emailing.  Right now, we are using Outlook to send each file.  For the rest of my emailed projects, I am using CDO to send.  It seems to be much faster and also avoids the Outlook Trust settings.  Would it be a better approach to email with CDO rather than the way we do now?  The links below explain.

               • Mail without Outlook

               • Microsoft

               • CDO Library


3.) Another thought. Another way we could do this is to avoid emailing the actual files altogether.  What we could do is have the file saved to a specific location on the network (accessible by all users) and still send the email but only have a link to the file in the body of the mail.  When the recipient receives the email, they can click the hyperlink to view the file.  We could also add the hyperlink to the file on the Tracker Spreadsheet.  This way the recipients could use the Tracker to see the disposition of the request and have access to the file.

I was thinking this could be another Access database or something that could be stored for the recipients review.  

Please don't be upset with me here friend, all I am doing is throwing ideas out to get your thoughts.  When I ran into these errors today, I thought about these other methods.  What do you think about each of these?  Are they practical?  What would you suggest?  Which would provide the best performance with multiple users (roughly 200)?

I sincerely appreciate your help and covet your suggestions toward scripting. Thanks my friend!!
ADS-Parts-Help-Desk-V30.xlsm

The error you are getting when emailing is easily fixed and I'll post a new version tomorrow,

About the other email choices, I have no expertise with them so I can't comment. As for getting rid of email altogether I don't have any problem with that but lets finish what we have first.

Email 'Send' bug correction.
ADS-Parts-Help-Desk-V31.xlsm
TrackRequests.mdb

Hi Marty, on the Kit BOM form, the footer total is still stating the name of the last component instead of the kit name itself.  Also, the "Total Kit Cost" remains blank until you actually click onto the footer.

Please complete your testing and then list all the problems that you find.

Roger that.  I have around 10 people including myself running through the the files.  Thanks Marty!!

I just noticed that starting in row 4069 on the Form Codes sheet there are about 1500 rows with data in D but nothing in A, B or C. What's going on there?

Sorry, I do not know how that happened.  It has been corrected on my end.  I have attached my updated version.  I did not not in the update section since it was a simple delete.  Also I added a list of updated vendors.  It grew by about 20.  Thanks
ADS-Parts-Help-Desk-V31.xlsm

So I assume that I should just replace the Form Codes sheet that I have with the one in post ID 39145022.

Yes sir.  I figured you could simply use the file itself.  But you are correct in your assumption.  The Form Codes sheet in Thread ID 39145022 is the most up to date.

I ran into a problem with the Named ranges after copying the updated sheet. It's not your problem but rather just a quirk of Excel's. In any case I need to ask if columns A through D were the only ones updated on the new sheet?

Greetings Marty.  I have attached the correspondence between myself and one of my testing recipients, Stephanie.  Some of her issues were user error, but she did bring up a couple of good points pertaining to the timestamps in the database and the email messages and subjects.  

I hate to be ambiguous, but I sometimes receive an error message when changing from the NIUF and Kit BOM form.  I am trying to replicate the error because I am scared that someone else may experience this after we release to the company.  Primarily, I am getting this when I navigate back and forth from the Home Page to the NIUF to the Kit BOM and back to the Home Page.  If items are on the Kit BOM and need to be added to the NUIF, then I go to the NUIF and fill it out accordingly.  Instead of emailing, I go back to the Kit BOM and double-check the items.  I then try to email and I get an error message.  I am trying to replicate it to find the issue.

I've only provided the correspondence so you can see what the main concerns are for the Help Desk.  I addressed most of her issues.  The timestamp and email body/subject issue was a good point. Maybe we could change over to the CDO option while we modify this?  What do you think?  I appreciate your help man.


1.) ISSUE:  UPDATE PRICE LIST VALUE FOR INVENTORY ITEMS, & CREATE NEW INVENTORY ITEMS, & CREATE KITS AND KIT BOMS
Stephanie's Issue:
a. These would not open for me to test, it gave that Run-time Error ‘91’: object variable or With Block Variable not set message.

- My Answer:
      I am looking into this one now.

2.) ISSUE: PART REQUEST TRACKER
Stephanie's Issue:
a.      I don’t understand the duplications on the Request Status tab, you might, I don’t……..sorry. Also, I noticed that the time was not consistent in regards to the time I sent the request.  Some close, some way off, but not really consistent.  Also, the “Sent” count did not re-calculate on the Request Totals tab after my second request, no matter how many times I hit refresh.

- My Answer:
 You have to make some sort of change in order for it to truly “Refresh”.

3.) ISSUE: COUNTRY OF ORIGIN
Stephanie's Issue:
a. Not all of the countries were in there, did not have United States.   Did test this one with two attachments, one in excel and one if PDF, this prompted two different emails to be forwarded, however, I only sent one.  Will this automatically send the email, if so, will it be sent twice?

- My Answer:
      Email will only be sent one time.  Once we have this up and running, all countries will be available.  This is a list of countries that is only being used for testing purposes.

1.) Question:  MSP Adjustment
Stephanie's Issue:
a. This had a field on DAPA…..if this field is to be on this form, will there be a check built into the system to check the item against the DAPA price list, or just prompt the analyst to look at the DAPA?   Is this a necessary “trusted” field to have on the form?  Just a thought.

- My Answer:
      DAPA is an optional field.  I have it on there to remind the sales rep about our DAPA contract and our obligations to stay above a certain cost.  It is simply a ‘Y’ or ‘N’ box.

2.) Question: UPDATE COST FOR ITEMS
Stephanie's Issue:
a. Could this allow  you to attach an email for price verification?  I could attached excel and pdf, not email.

- My Answer:
      Great point.  I will modify this to allow all formats to include saved Outlook Emails to be attached and sent with each request.  

3.) Question:  UPDATE CATEGORY FOR INVENTORY ITEMS
Stephanie's Issue:
a. Will this be updated to reflect the new categories and subcategories to reflect the same “options” to choose as sales will have in QMS?  Tested attachments here with Excel, worked.
 
- My Answer:
      This will reflect the NEW categories once this is up and running.

Stephanie's Issue:
b. I liked the fact that you had to select from the drop down box, and not allowed to just type your items in there.  Expire and Berry had the correct drop down selections.

- My Answer:
      Thank you for that.  I had a lot of help from my friend Marty.

4.) Question(s) in General
Stephanie's Issue:
a. If this ticket system is set to route to the buyer name on the supplier card, is it only looking at the supplier card?    How will it release the requests on one ticket if it had multiple mfg requests- shooting the email per line?  How will it know to send the MSP request to the analysts and not the buyers?

- My Answer:
      MSP requests will be sent to Buyers as well; however, Buyers need to be aware that the only reason they are receiving MSP emails is for reference only.  The Analysts are still responsible for updating/maintaining MSP’s.

Stephanie's Issue:
b. The emails that are generated have the same file name all the time.  Is it possible to have the attached file name updated in the sent email (or received email to the buyer) that would reflect the name of the ticket request they are submitting?

- My Answer:
      I agree.  This is something I am currently working on now.  So if the user selects to have Pricing Updated then the Subject line AND Email Body will reflect the specific request chosen by the user.

Stephanie's Issue:
c. Item Upload – I did not get to test, but was also thinking how/if this will be split down to send certain line request to the buyer?   The benefit to the item upload was to make it easier if there were more than 10 lines, but if we split this 3 times, 3 different buyers, 3 processes to review and run, do we benefit?

- My Answer:
      I am not sure I understand you correctly here.  When you say split, what are you referring to?  Sorry.
ADS-Parts-Help-Dest-Test.docx

Please filter the above for me so that it only includes the problems that you want me to fix. You might also create a separate list for yourself of changes you want me to make later.

Yes sir - Roger that.  The three pressing issues for now are:

1.) Time Stamp Variances with the Tracker

2.a) Modify emails that are sent so that the Subject Line and Body specify which request the user has selected.  The tricky part here is how to handle multiple requests.  

2.b) While we are looking into modifying this, maybe reconfigure the current Mail Module to send via CDO instead of Outlook.

3.) Enable the attachments of Outlook email formats.  For instance, if the user wants to attach an email from their inbox, they can have this sent as an attachment with the request.

For now, these are the big issues.  The other things are worry-some but I feel they would not prohibit functionality.  They may cause some issues here and there but the user will still be able to use and operate the program.

Chris, I'll be happy to work with you on enhancements at a later date but all I have time for now is to fix any problems with the current code. Besides the problem you reported in post ID 39141513 is there any other bugs?

Yes sir.  The current code is causing the issue TimeStamp Issue I mentioned in Thread ID 39158919. For some reason, it gives sporadic times for each Request.  

1.) Time Stamp Variances with the Tracker

My apologies for overlooking the question in Thread ID: 39145387.   You assumed correct.  The answer is yes, those were the only ranges I updated.  Thanks Marty

Marty showed a great deal of patience with me throughout this entire process.  I am sincerely grateful for his help!  I could not have did this without his help and support.

These are the issues I am having so far.

If there is not a connection to the ads.ad server, I get the error message below.  Can we have it determine if a connection exists, if not, then alert the user?  This will be rare when there is no connection but it could be an issue if not addressed.


Also, if I select to go to a form and begin to click the mail button, mail with attachment, etc., and then go back to the home page, I get the error message below when I select another request name.  


Then, I have a question about the mail function.  If the user clicks the mail button with attachments and then clicks cancel, it still sends the email.  Can we have it where it goes back to the home page when the user performs this action?  

Thanks for the help my dear friend.  There are a couple of other issues identified by my Kits Manager and also would like to discuss combining the tracker sheet with the Help Desk if you are okay with that but I figured I'd wait to do that for now.  Thank you again Marty!

There is a new question that is related to this topic.  The link to the new question is below:

New Question

Also, if I select to go to a form and begin to click the mail button, mail with attachment, etc., and then go back to the home page, I get the error message below when I select another request name.  

What do you mean by "and begin to click the mail button"? Also when I click the mail button and the reports are generated I'm automatically taken back home. Which transaction type are you trying this with and is it with or without attachments?

What I mean by "and begin to click the mail button" is that I select a request and before I enter any value in the columns, I click the 'check for errors' button and/or the 'mail' button or the 'mail with attachment' button or any of the other buttons with the exception of the 'arrow' button which takes you back home.  Now, after clicking all of those buttons without having entered any values, I then click the 'arrow' button which takes me back to the home screen.  The error then occurs when I click on another request.  Even if I click 'END' on the error message, it occurs again when I change the selected request.  This happens each time the selection changes.  The error actually occurs on the home page.

I can't reproduce the problem

1.    I started the app then chose Update Berry Status and clicked OK
2.    From the Update Berry Status screen I clicked the checkmark button and got the expected "No errors found" message
3.    Then clicked the email button and there's no action
4.    I then clicked the email with attachments button and again there's no action
5    Clicking the arrow button takes me home
6.    There's no error when I choose "Update category…" action

Please let me know which actions you chose when you got the error or what you did differently than what I described above.

I went through and isolated the issue to only the print button.  Whenever the print button is clicked, the error message occurs when I go back to the home screen.

Thanks. I'll check that out.

Sorry but I still can't reproduce the problem. Please list the exact steps, including the names of the two actions you do. In other words something like

1.    Select 'Update Category for inventory items' action
2.    Click the email button
3.    Click the Print button
4.    Click the Arrow button
5.    Select 'Update cost for Items action' ==> error occurs

Roger that. I have noted my testing in detail below:

At first, I had my default printer set as 'Adobe PDF Converter.'  

Then I went into the 'Update Cost for Items' request.  I found data in cells A3, B3, C3; therefore, I highlighted cells A3, B3, C3 then pressed the 'Delete' button which simply cleared the contents.  Then, starting from left to right, I began to click each button.  Upon pressing the 'Validate' button, the msgbox below popped up.

I clicked okay and then proceeded to click the 'Mail', 'Mail with Attachments', and 'Minus Sign' buttons.  I did not receive any msgbox with these at all. I then pressed the print button, the msgbox below came up.

I clicked cancelled on this at which time the msgbox below came up.

I clicked 'End' and then clicked the arrow button to return home.  As soon as I selected another process, I received the error msgbox below.

************************************************************************

Just to ensure that this error only occurred with the printer set to 'Adobe PDF Converter,' I changed my default printer, restarted the program, and proceeded as I did before.

This time, I went into the 'Update Expire Status for Inventory Items' request.  Again, I found data in cells A3 and B3; therefore, I highlighted cells A3 and B3 then pressed the 'Delete' button which simply cleared the contents.  Then, starting from left to right, I began to click each button.  Upon pressing the 'Validate' button, this time the cells were highlighted yellow.  A screen shot showing all of the comments is below.

I then highlighted the entire Row 3 and then actually deleted the row (right click, delete) Then, I clicked the 'Validate' button and the msgbox below popped up.

I clicked okay and then proceeded to click the 'Mail', 'Mail with Attachments', and 'Minus Sign' buttons.  I did not receive any msgbox with these at all. I then pressed the print button and let the entire print process complete.  I then pressed the 'Arrow' button to return home.  

Once at the home screen, I clicked on the 'Create Kits and Kit BOMS' request.  I then had the same resulting error message.  
************************************************************************

I then remembered that I was doing this on my 64bit machine.  Therefore I closed everything out and went to my 32bit.  As before, I made sure my default printer was set as 'Adobe PDF Converter.'

I opened up a brand new instance of Excel and the Help Desk program.  I clicked on the 'Update Category for Inventory Items' request. I found data in cells A3, B3, C3; therefore, I highlighted cells A3, B3, C3 then pressed the 'Delete' button which simply cleared the contents. Then, starting from left to right, I began to click each button.  Upon pressing the 'Validate' button, the cells were highlighted yellow.  A screenshot showing all of these comments is below.

I then highlighted the entire Row 3 and then actually deleted the row (right click, delete) Then, I clicked the 'Validate' button and the msgbox below popped up.

I clicked okay and then proceeded to click the 'Mail', 'Mail with Attachments', and 'Minus Sign' buttons.  I did not receive any msgbox with these at all. I then pressed the print button, the msgbox below came up.

I clicked cancelled on this at which time the msgbox below came up.

I clicked 'End' and then clicked the arrow button to return home.  I then selected the 'Create New Inventory Items' request.  Again, I received the error msgbox below.

************************************************************************

I then changed my default printer, restarted the program, and proceeded as I did before.

This time, I went into the 'Update Minimum Selling Price for Inventory Items' request.  Again, I found data in cells A3 and B3; therefore, I highlighted cells A3 and B3 then pressed the 'Delete' button which simply cleared the contents.  Then, starting from left to right, I began to click each button.  Upon pressing the 'Validate' button, the cells were highlighted yellow.  A screenshot showing all of the comments is below.

I then highlighted the entire Row 3 and deleted the row (right click, delete) Then, I clicked the 'Validate' button and the msgbox below popped up.

I clicked okay and proceeded to click the 'Mail', 'Mail with Attachments', and 'Minus Sign' buttons.  I did not receive any msgbox with these at all. I then pressed the print button and let the entire print process complete.  

I pressed the 'Arrow' button to return home.  Once I was at the home screen, I clicked on the 'Update Price List Value for Inventory Items' request.  I then had the same resulting error message.  

Wow, thanks for doing all that. Some of the situations I can't duplicate since I don't have your printer or 64 bit environment but I now have been able to reproduce, and, I believe, fix the error. I'll post a new version soon.

Version 33

o Added code to check if app is connected to the server and warn the user that app can't continue if not connected. Since I don't have a server I can't fully test this but it should work
o Corrected error 91, "Object variable with block not set" error.
o Added informational messages when there's nothing to print or email, and added code to handle the "Printout method of worksheet class failed" error that you got.

When you tell me that the code is OK I'll start on the new question.
ADS-Parts-Help-Desk-V33.xlsm
TrackRequests.mdb

I am unable to open the file.  It is not detecting that I am connected. I attempted to open in both 64bit and 32bit.  Also in Excel 2010 and 2007. I continue to receive the error below:

Okay, that's the part I mentioned above that I "couldn't fully test", but I think I see what's wrong. Replace the workbook with this one.
ADS-Parts-Help-Desk-V33.xlsm

I had the same error.  :(

This is a screenshot of the folder where the file is located.  

One more time.
ADS-Parts-Help-Desk-V33.xlsm

Success!

That's good. You should now only get that message if you are not connected to the server, or the database isn't there or if the database name is changed.

Unfortunately, I am still getting the same error message as before.

I went into the Create Kits and Kit BOMS
From left to right, I clicked each button.
I clicked the Mail & Mail with Attachment buttons resulted new message 'Nothing to Mail'
I clicked the 'minus' button and had no reaction
I clicked the 'print' button resulted new message 'Nothing to Print'
I clicked the 'arrow' button to return home.
Upon returning to the home page, I immediately had this message:

Sorry about that. While it's the same error number it seems to be a different situation. I'll get back to you later today.

Again, just replace version 33.
ADS-Parts-Help-Desk-V33.xlsm

So far, so good!!

Okay, a few issues have popped up with the Help Desk.  I have noted the issues below:

According to one user the Kit BOM tab is not functioning as it should.  Instead of writing it all out, I have attached her write up that was sent to me.  If you want, I can write it out.  Just let me know.  

Attached is the spreadsheet and email that describes the issue.  Thanks Marty!
Help-Desk-Bill-of-Material-6-12.xlsx
RE-Help-Desk-Update-Expire-Item..msg
Help-Desk-Bill-of-Material-6.12..txt

I'm sorry but I don't want to have to interpret what you user is saying or asking for, so I need you to tell me what the problems are or what changes you'd like made.

Roger that.

So, from what I can interpret here, she has attempted to use the Kit BOM form to create a new Kit Bill of Materials.  

Right off the bat, she noticed that the Kit BOM form does not show end of BOM row to determine/ck total kit cost.

Next, the 'N' value for the 'Is Item In Oracle' column is not showing up consistently.  If values are copied and pasted into the form.  

When attempts are made to identify the end of the Kit BOM, there is no success.  I set the 'End Kit' and then it gave the values like it would add up the cost, but it did not.

Then, when 'Validate' button is clicked, it does not state that there are any errors.

I attempted to 'Add Attachment' and got the error below:

I then restarted the program and attempted to email and got the error below:

So far, this is what I have from her emails.  Thank you for the help Marty.

Well I guess it's something I should check for but notice that every line has the same Component Part Number and I assume that the parts in each kit should be unique. Also all the data on the right is missing. Maybe you should explain to her how this works.

BTW, does she have a copy of the Help file?

Trust me, I have.  On several occasions.  Unfortunately, I have to address her concerns before I can roll this out to my sales floor.  She does have a copy of the help file. I cannot attest if she uses it or not.

This is only semi tongue-in-cheek but how about an error message that reads "Input not acceptable. Please see Help file"?

Seriously though given her input I found, as you did, a few things that should be corrected and I'll do that.

That's a good idea actually.  This could force her to actually use it.  As well as make any future users look into it too.  I have another question too.  Would it be possible to have a simple mouse-over messages pop up for the buttons on the forms.  For instance, when you hover over the validate button, a message would pop up which stated, 'Check for errors."  Is this doable?

What we have for buttons are actually pictures. I tried the mouse-over technique when I first put them on the sheets and wasn't able to do it but I'll look into it again in the future. Or perhaps you could just post another question like "I have some pictures on a sheet that are used as buttons and have macros assigned to them. I'd like them to display a tooltip when the mouse hovers over them. Is that possible? I know about assigning a hyperlink and tooltip to them but I believe that the hyperlink will take precedence over the macro, stopping it from being run."

You wouldn't need to post the workbook.

Version 34
o Moved and changed some code so that 'In Oracle' updates after Paste
o All the other errors with the BOM sheet all revolved around a bad assumption on my part. That assumption being that the user would enter most or all data including the ADS Cost before trying to add a footer or validating, etc. and I was using that column to count the number of rows in a kit. With no data in that column it looked to the program as if there was no data at all, so validations, the adding of a footer and emailing all failed. Corrected the problem by changing how the last line is calculated.
o Updated the Form Codes sheet based on your input. I'll change the source of the Form Codes sheet to the Access database once this settles down. Note that the Access database that I'm attaching has some of the future tables but ignore them for now if you happen to open the database.
ADS-Parts-Help-Desk-V34.xlsm
TrackRequests.mdb

I just had a thought. I can keep track of the usernames of people who have opened the Help Desk and if this is the first time they're using it I can post a message which says something like

                                      Welcome to the ADS Parts Help Desk

Before you attempt to take advantage of the many features of the Help Desk it is highly recommended that you first read the help file that explains the features of the Help Desk. This is especially true if you plan on adding kits.

To open the help file, select any Request Type from the list that you see on the 'ADS Parts Help Desk' sheet and click 'OK'. Then click the question mark button that you'll find at the top right of the request sheet.

Well played Sir!  I like that idea. This would be a way of familiarizing the users with the button functions.  I looked around and I think that would be the easiest route to take as well.  It appeared to be quite complicated to add mouse-overs for the buttons.

Good, I'll add that the next time. Double check the wording, particularly about "adding kits".

How do you feel about combining the two workbooks?  ("ADS-Parts-Help-Desk" and "Track Requests")  Would that be complicated?  I remember we spoke on this before and decided to go with dual workbooks.  My concern was size.  I don't want the Help Desk to be a Huge file.  It is already 1.5 MB.  I am afraid of issues concerning opening and saving with the users.  This isn't so much of a question as it is me probing for your thoughts.  Is it possible to convert this into some sort of program?  I was just thinking about these things so I thought I'd ask.  I like it the way it is now but am only curious about moving forward.  With every addition, the file gets bigger and bigger.  What are our options?  Like combining the workbooks and converting this into a program or some sort of Application.  I am not well versed in scripting terms so I may be way off but I wanted to see what you thought.  Thanks again for all of your help my friend!! God bless!!

That's not something that I'd be willing to do now, but there's no need in any case. By deleting all but the first 1000 rows in each sheet (5000 in the case of Form Codes) the size was reduced from 1,609 KB (note, not MB) to 666 KB.

Okay.  Nice!  Thanks Marty!!!

How is testing going on version 34 that I posted on the 15th?

I sat down with my user late yesterday afternoon and had her go through every potential scenario according to Murphy's law that we could think of.  I have found a few quirks as well as some slight modifications which are listed out below by the form. I jotted down the issues as we progressed through the entire Help Desk.  We started with the NUIF.

1.) New Item Upload Form-NIUF:
- No issues in terms of functionality.  Everything works as designed.  
- Can we have validations placed on the LENGTH of Description, Vendor Part Number, and Manufacturer Part Number?  
      Description - limit to 80 characters or less
      Vendor/Manufacturer Part Number - limit to 30 characters or less

2.) Kit BOM Form
- Whenever I cleared all of the rows from the Kit BOM form, left the footer row, (No Error BOM) and returned to the Home page, I did not see any errors.  However, If I cleared all of the rows and the footer row, which left it blank, (Error BOM) and returned to the Home page, I received an error message.




- Whenever a second kit is needed, how do you have the New footer populate?  Is it designed to be automatic? I had one kit which already existed on the form; however, whenever I tried to add a second, I simply added new rows.  The header or footer for the second kit did not auto-populate.  I started clicking around which resulted with the header becoming highlighted and footer appearing.  I restarted the form and tried to replicate on multiple occasions but to no avail.  

- When I was able to successfully create the header and footer for a second kit, I noticed that the header did not contain the all of the information the first had.  It did not auto populate a Qty of 1 and did not give the Extended Cost.  The footer did not calculate all of the rows either.  I tagged this to the Extended Cost issue.

- After I completed a Kit and Emailed, I immediately received the error message below.


 I clicked debug and this is the script that was highlighted:


3.) Inventory Item Notification Form-IINF
- No issues in terms of functionality.  Everything works as designed.

- Can we have duplicated part numbers removed or validate to check for these?
      This is already being used on the other NIUF and Kit BOM forms.

- Also, can we have the Price Column to remain unhidden whenever the Parts Expired Flag is selected?  I'd also like to add one more column with a drop down for the user to select in order to explain where they obtained their price for that particular item.  This column would also be used for the Update Pricing Selection as well.
      Drop Down Values
        Intranet Page
        Quote From Vendor
        Email
        Over the phone
        Manual Override

4.) Miscellaneous
- Whenever the user clicks 'Email With Attachments', does not add an attachment, but clicks cancel, their form is still sent.  Can we have it return to the form instead?
- Also, when the user selects Help and another user happens to be in that file, this causes a "freeze" of some kind.  The sheet locks up and the cursor is in an endless loop.
- Is it possible to have the actual Request Name as the Email subject line?  So instead of having 'Inventory Item Update' it would show, 'Update Berry Status' or 'Update Category'.  Now if the user selects more than one, can we have it include all?  Such as 'Update: Berry, Category, Cost, COO'?  
 
Thank you so much for the help with this.  If you want, I can create a new question since this is quite a bit of stuff.  Thanks my friend!

Sorry, I did not see that you had replied.  I sat with a user late yesterday afternoon and I took down quite a few notes.  I just posted a comment.  Thanks again my dear friend!

If you want, I can create a new question since this is quite a bit of stuff.

Yes please. No need to repeat your observations, just refer to post ID: 39256689 in this URL.

Roger that!  Thanks again Marty!

I have posted a New Question.  The link is below:

New Question