Using word 2003 invoice templates in word 2007 Quercus Ashly 6/2/2007 9:01:02 PM My customer invoices files are based on an invoice template in Word 2003. These files will open in word 2007, but the price extentions do not auto calculate in Word 2007 as they did in Word 2003. How can I activate the fields to perform the calculations based in input to the Quantity and Unit Price Fields? Thanks -- Quercus Ashley

Re: Using word 2003 invoice templates in word 2007 Cindy M. <C.Meister-C[ at ]hispeed.ch> 6/5/2007 1:22:21 PM Hi =?Utf-8?B?UXVlcmN1cyBBc2hseQ==?=, [Quoted Text] > My customer invoices files are based on an invoice template in Word 2003. > These files will open in word 2007, but the price extentions do not auto > calculate in Word 2007 as they did in Word 2003. How can I activate the > fields to perform the calculations based in input to the Quantity and Unit > Price Fields? > Could you please give us more detail about these "price extensions"? What kind of field underlies them? In a general way, Word doesn't auto calculate anything, with the exception of form fields if the proper checkbox is activated AND the form protection is on. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-)

Re: Using word 2003 invoice templates in word 2007 Quercus Ashly 6/5/2007 2:29:00 PM Thank you. The procedure you describe is exactly that which we did in the older version of Word2000. Our invoice template and all the customer invoices based on it are form protected. Upon starting the application, before opening a specific invoice file, we open Tools>Templates and Add-ins; in the field of Global templates we check the add-in box for Invoice.dot. This activates the field calculations between the Quantity field and the Unit Price field and the extension is filled in the Amount column. That column is auto summed at the bottom. We are trying to replicate this same procedure and results in Word2007. We either need to install the add-in and/or activate it, but we have been unable to do this. Thanks again. -- Quercus Ashley "Cindy M." wrote: [Quoted Text] > Hi =?Utf-8?B?UXVlcmN1cyBBc2hseQ==?=, > > > My customer invoices files are based on an invoice template in Word 2003. > > These files will open in word 2007, but the price extentions do not auto > > calculate in Word 2007 as they did in Word 2003. How can I activate the > > fields to perform the calculations based in input to the Quantity and Unit > > Price Fields? > > > Could you please give us more detail about these "price extensions"? What > kind of field underlies them? In a general way, Word doesn't auto calculate > anything, with the exception of form fields if the proper checkbox is > activated AND the form protection is on. > > Cindy Meister > INTER-Solutions, Switzerland > http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) > http://www.word.mvps.org > > This reply is posted in the Newsgroup; please post any follow question or > reply in the newsgroup and not by e-mail :-) > >

Re: Using word 2003 invoice templates in word 2007 Cindy M. <C.Meister-C[ at ]hispeed.ch> 6/5/2007 5:14:36 PM Hi =?Utf-8?B?UXVlcmN1cyBBc2hseQ==?=, [Quoted Text] > The procedure you describe is exactly that which we did in the > older version of Word2000. Our invoice template and all the customer invoices > based on it are form protected. Upon starting the application, before opening > a specific invoice file, we open Tools>Templates and Add-ins; in the field > of Global templates we check the add-in box for Invoice.dot. This activates > the field calculations between the Quantity field and the Unit Price field > and the extension is filled in the Amount column. That column is auto summed > at the bottom. > We are trying to replicate this same procedure and results in Word2007. We > either need to install the add-in and/or activate it, but we have been unable > to do this. > OK, this makes me think that the Invoice.dot template contains macros, and that certain form fields are linked to those macros (probably "On Exit"). If the macros can't be found, then nothing happens. Are you loading Invoice.dot? In Word 2007 you have to go over the Office button/Word options/Add-ins, select Template Add-ins (I think that's how it's called) from the dropdown list at the bottom to get the dialog box you already know. If that's not working, then I'm guessing macro security is getting in your way. You want to check that the folder containing this Add-in is set to be a "trusted location" (that is also in Word Options) in order to allow the macros to run. (Or the template has to be digitally signed through the VBA Editor with a signature that's trusted on your system). Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-)

Re: Using word 2003 invoice templates in word 2007 Quercus Ashly 6/5/2007 7:36:05 PM Thank you. You surmised correctly on the calculation mechinism, and from your navigation directions I was able to load the add-in. I am able to make the calculations function. It did bring up another issue: The only way I have found to make the "calculate on exit" function work is to first unprotect the document, double click the field and then check that calculate on exit box. This would be a rather time consuming process. Would you know of a way to apply an instruction to avoid this necessity and the file would open with the calculate on exit already enabled? Thanks. You have been of immense help. Quercus Ashley "Cindy M." wrote: [Quoted Text] > Hi =?Utf-8?B?UXVlcmN1cyBBc2hseQ==?=, > > > The procedure you describe is exactly that which we did in the > > older version of Word2000. Our invoice template and all the customer invoices > > based on it are form protected. Upon starting the application, before opening > > a specific invoice file, we open Tools>Templates and Add-ins; in the field > > of Global templates we check the add-in box for Invoice.dot. This activates > > the field calculations between the Quantity field and the Unit Price field > > and the extension is filled in the Amount column. That column is auto summed > > at the bottom. > > We are trying to replicate this same procedure and results in Word2007. We > > either need to install the add-in and/or activate it, but we have been unable > > to do this. > > > OK, this makes me think that the Invoice.dot template contains macros, and that > certain form fields are linked to those macros (probably "On Exit"). If the > macros can't be found, then nothing happens. > > Are you loading Invoice.dot? In Word 2007 you have to go over the Office > button/Word options/Add-ins, select Template Add-ins (I think that's how it's > called) from the dropdown list at the bottom to get the dialog box you already > know. > > If that's not working, then I'm guessing macro security is getting in your way. > You want to check that the folder containing this Add-in is set to be a "trusted > location" (that is also in Word Options) in order to allow the macros to run. > (Or the template has to be digitally signed through the VBA Editor with a > signature that's trusted on your system). > > Cindy Meister > INTER-Solutions, Switzerland > http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) > http://www.word.mvps.org > > This reply is posted in the Newsgroup; please post any follow question or reply > in the newsgroup and not by e-mail :-) > >

Re: Using word 2003 invoice templates in word 2007 Cindy M. <C.Meister-C[ at ]hispeed.ch> 6/6/2007 9:11:38 PM Hi =?Utf-8?B?UXVlcmN1cyBBc2hseQ==?=, [Quoted Text] > You surmised correctly on the calculation mechinism, and from your > navigation directions I was able to load the add-in. I am able to make the > calculations function. It did bring up another issue: The only way I have > found to make the "calculate on exit" function work is to first unprotect the > document, double click the field and then check that calculate on exit box. > This would be a rather time consuming process. Would you know of a way to > apply an instruction to avoid this necessity and the file would open with the > calculate on exit already enabled? > It should be possible to run a little macro on the document, once, in order to switch this setting on (all?) the form fields. Here's a bit of sample code Sub ToggleOnCalculateOnExit() Dim doc As Word.Document Dim ffld As Word.FormField Set doc = ActiveDocument For Each ffld In doc.FormFields ffld.CalculateOnExit = True Next End Sub Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-)

Re: Using word 2003 invoice templates in word 2007 Cindy M. <C.Meister-C[ at ]hispeed.ch> 6/6/2007 9:24:28 PM Ah, note to that code sample: it assumes the document is unprotected. That can also be added to the macro... Cindy Meister