Dear All,
Requesting your help to achieve the below
Below Steps in Current Day Sheet
Insert row 1
copy A2 to Y2 and paste from Z1
Delete Column A to Y
Filter in Column P (Open Amount) by <0
Copy paste the data in new sheet
Add 3 columns at the end 1. Aging, 2. Bucket 3. Range
1. Aging - Number of days (Difference) from column O (Doc Date) and today's date
2. Bucket - depending on the Aging days. 0-15, 16-30, 31-60, 61-90, 91-120, 121 & above
3. Range - <10, 11-1000, 10001-3000, 3001-5000, 5001-10000, >10000
Add 5 columns at the end Comments, Category, AR Responsibility, Status and New Category
Vlookup with the previous day's file on Column L (Doc Number) and populate the data for above 5 columns
Link to the file: Customize and Fetch Data.xlsx
Am not sure if this is accessible coz the settings is bit confusing. Kindly advise if there is any other option to share the file with sample data
Thanks in advance
Keerthi
Requesting your help to achieve the below
Below Steps in Current Day Sheet
Insert row 1
copy A2 to Y2 and paste from Z1
Delete Column A to Y
Filter in Column P (Open Amount) by <0
Copy paste the data in new sheet
Add 3 columns at the end 1. Aging, 2. Bucket 3. Range
1. Aging - Number of days (Difference) from column O (Doc Date) and today's date
2. Bucket - depending on the Aging days. 0-15, 16-30, 31-60, 61-90, 91-120, 121 & above
3. Range - <10, 11-1000, 10001-3000, 3001-5000, 5001-10000, >10000
Add 5 columns at the end Comments, Category, AR Responsibility, Status and New Category
Vlookup with the previous day's file on Column L (Doc Number) and populate the data for above 5 columns
Link to the file: Customize and Fetch Data.xlsx
Am not sure if this is accessible coz the settings is bit confusing. Kindly advise if there is any other option to share the file with sample data
Thanks in advance
Keerthi
