Insert Field Validation to the Invoice

Aug 6th, 2022
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How to Insert Field Validation to the Invoice

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welcome to Excel magic trick number 334 hey if you want to download this workbook and follow along click on my youtube channel and click on my college website link and you can download the workbook excel magic trick 332 to 334 and this trick we want to see how to make a basic invoice from a product list on a different sheet and in a different workbook Im going to use data validation and vlookup heres what I want it to do I want to select a product from the whoops and there we go then I just want my invoice to be a completed have the product name have the price pop up from the information over here or in the other workbook and then calculate a total and you can have whatever else down here shipping tax all that kind of stuff but were just going to concentrate on how to get that part of it to work from a different worksheet and from a different workbook okay so the first thing is we need our we need some data validation with a drop-down so Im going to come over here and we cant do d

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On the Excel Data tab, click Data Validation and select Data Validation from the drop-down. In the Data Validation dialog, select List from the Allow drop-down. In the Source field, enter = followed by the Name you defined in the previous step. Click OK.
0:05 1:14 How to apply data validation to cells in Microsoft Excel - YouTube YouTube Start of suggested clip End of suggested clip Apply data validation to restrict the type of data or value that others can enter in a cell such asMoreApply data validation to restrict the type of data or value that others can enter in a cell such as business hours select the cells you want to limit select data data validation. In the allow drop
Add data validation Click the control that you want to add data validation to. On the Format menu, click Data Validation. In the Data Validation dialog box, click Add. Under If this condition is true, add a condition.
The method of invoice validation involves checking of tax rates, the rate applied for sale of goods, GST registration details, taxable value, invoice reference number (IRN) in e-invoices, if e-invoicing is applicable etc. This process takes a lot of time and effort if done manually.
The invoice validation process involves cross-checking charges received or billed with amounts paid or received. This can be automated through accounting systems or conducted as a manual validation process.
Create a Validation Rule Select the cells you want to validate. Click the Data tab. Click the Data Validation button. Click the Allow list arrow. Select the type of data you want to allow. Any value: No validation criteria applied. Specify the data validation rules. Click OK.
Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
Add data validation to a cell or a range Select one or more cells to validate. On the Data tab, in the Data Tools group, click Data Validation. On the Settings tab, in the Allow box, select List. In the Source box, type your list values, separated by commas. Make sure that the In-cell dropdown check box is selected.

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