shahid5788
Board Regular
- Joined
- May 24, 2016
- Messages
- 91
Hi,
I have 2 work sheets in which I need to extract which employee works on which customer. The common denominator for both worksheets is "Account#" in which I can do a Vlookup but it still does not really help since couple customer belong to multiple employees.
Each employee has their own invoice number convention. (Mark="Inv2016"), (Amy="02-"), Eric ("INV").
Can someone please assist on which formula will help to extract the correct employee working to their particular project?
Sheet 1
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Sheet 2
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I have 2 work sheets in which I need to extract which employee works on which customer. The common denominator for both worksheets is "Account#" in which I can do a Vlookup but it still does not really help since couple customer belong to multiple employees.
Each employee has their own invoice number convention. (Mark="Inv2016"), (Amy="02-"), Eric ("INV").
Can someone please assist on which formula will help to extract the correct employee working to their particular project?
Sheet 1
Customer Name | Account # | Invoice Number | Invoice Date | Invoice Amount | Due Date | Current | 31 to 60 | 61 to 90 | Over 90 | Balance Due |
American Airlines | 1105 | INV15-11230 | 10/31/15 | 5,405.00 | 12/15/15 | 0.00 | 0.00 | 0.00 | 5,405.00 | 5,405.00 |
Applied Materials | 1102 | INV16-11425 | 01/31/16 | 337.50 | 03/31/16 | 0.00 | 337.50 | 0.00 | 0.00 | 337.50 |
Applied Materials GmbH | 1101 | INV16-11483 | 02/29/16 | 30,546.20 | 04/29/16 | 30,546.20 | 0.00 | 0.00 | 0.00 | 30,546.20 |
Applied Materials SE Asia | 1149 | INV16-11532 | 03/31/16 | 892.00 | 05/30/16 | 892.00 | 0.00 | 0.00 | 0.00 | 892.00 |
BIS | 1193 | 02-7170 | 03/31/16 | 96,325.64 | 04/30/16 | 96,325.64 | 0.00 | 0.00 | 0.00 | 96,325.64 |
Boeing | 1067 | 02-7014R | 11/30/15 | 2,400.00 | 01/14/16 | 0.00 | 0.00 | 0.00 | (1,680.00) | (1,680.00) |
Boston Capital | 1196 | 02-7230 | 04/30/16 | 8,775.00 | 05/30/16 | 8,775.00 | 0.00 | 0.00 | 0.00 | 8,775.00 |
CDO Technologies, Inc | 1110 | I14-5018 | 06/06/14 | 1,893.10 | 07/06/14 | 0.00 | 0.00 | 0.00 | 1,893.10 | 1,893.10 |
Collier County School | 11203 | 02-7215 | 04/30/16 | 199.00 | 05/30/16 | 199.00 | 0.00 | 0.00 | 0.00 | 199.00 |
Concentra | 1152 | 02-7198 | 04/30/16 | 105,700.00 | 05/30/16 | 105,700.00 | 0.00 | 0.00 | 0.00 | 105,700.00 |
Delta Air Lines, Inc | 1112 | INV2016-0045 | 04/13/16 | 4,375.00 | 05/28/16 | 4,375.00 | 0.00 | 0.00 | 0.00 | 4,375.00 |
DTE Gas Company | 1209 | 02-7186 | 03/31/16 | 24,453.00 | 04/30/16 | 24,453.00 | 0.00 | 0.00 | 0.00 | 24,453.00 |
Eaton Vance Management | 1202 | 02-7213 | 04/30/16 | 2,940.00 | 05/30/16 | 2,940.00 | 0.00 | 0.00 | 0.00 | 2,940.00 |
Editions Francis Lefebvre | 1116 | 02-7155 | 03/30/16 | 56,500.00 | 05/14/16 | 56,500.00 | 0.00 | 0.00 | 0.00 | 56,500.00 |
EMC USA | 1003 | 02-6917 | 09/30/15 | 30,750.00 | 11/29/15 | 0.00 | 0.00 | 0.00 | 30,750.00 | 30,750.00 |
EMS Aviation Inc | 1117 | INV16-11466 | 01/31/16 | 1,372.00 | 04/30/16 | 1,372.00 | 0.00 | 0.00 | 0.00 | 1,372.00 |
General Electric Company | 1123 | 02-7232 | 04/30/16 | 15,404.24 | 08/28/16 | 15,404.24 | 0.00 | 0.00 | 0.00 | 15,404.24 |
Honeywell | 1124 | 13-10073 | 10/31/13 | 15,090.00 | 01/29/14 | 0.00 | 0.00 | 0.00 | 1.00 | 1.00 |
Korry Electronics | 1129 | 13-10087 | 10/31/13 | 76,265.40 | 11/30/13 | 0.00 | 0.00 | 0.00 | 177.75 | 177.75 |
Malaysia Airlines | 1130 | 2012-0141 | 06/01/12 | 9,362.50 | 07/01/12 | 0.00 | 0.00 | 0.00 | 9,362.50 | 9,362.50 |
McGraw Hill | 1005 | 02-7154 | 03/29/16 | 215,888.75 | 05/13/16 | 215,888.75 | 0.00 | 0.00 | 0.00 | 215,888.75 |
Medicinova | 1219 | 02-7107 | 02/23/16 | 6,053.85 | 03/24/16 | 0.00 | 6,053.85 | 0.00 | 0.00 | 6,053.85 |
Mitchell Repair | 1131 | 02-7200 | 04/30/16 | 81,102.36 | 05/30/16 | 81,102.36 | 0.00 | 0.00 | 0.00 | 81,102.36 |
OUC | 1194 | 02-7197 | 04/30/16 | 20,000.00 | 05/30/16 | 20,000.00 | 0.00 | 0.00 | 0.00 | 20,000.00 |
Partners Health Care, Inc | 1198 | 02-7219 | 04/30/16 | 422.10 | 06/14/16 | 422.10 | 0.00 | 0.00 | 0.00 | 422.10 |
Qantas Airways Limited | 1134 | 2013-0303 | 11/20/13 | 1,755.57 | 12/20/13 | 0.00 | 0.00 | 0.00 | 1,755.57 | 1,755.57 |
Raytheon | 1215 | 02-7182 | 03/31/16 | 14,747.50 | 05/03/16 | 14,747.50 | 0.00 | 0.00 | 0.00 | 14,747.50 |
Rolls Royce | 1136 | INV16-02-0001 | 02/29/16 | 99,631.37 | 05/14/16 | 99,631.37 | 0.00 | 0.00 | 0.00 | 99,631.37 |
RSI Content Solutions | 1173 | INV2016-0049 | 04/15/16 | 18,810.00 | 05/15/16 | 18,810.00 | 0.00 | 0.00 | 0.00 | 18,810.00 |
South Africa Airways SOC | 1140 | INV16-11488 | 02/29/16 | 7,797.00 | 03/30/16 | 0.00 | 7,797.00 | 0.00 | 0.00 | 7,797.00 |
STV Incorporated | 1187 | 02-7169 | 03/31/16 | 59,939.85 | 05/30/16 | 59,939.85 | 0.00 | 0.00 | 0.00 | 59,939.85 |
TE Connectivity | 1213 | 02-7180R | 03/31/16 | 82,790.00 | 05/30/16 | 82,790.00 | 0.00 | 0.00 | 0.00 | 82,790.00 |
United Airlines | 1144 | INV2016-0052 | 04/21/16 | 90,000.00 | 05/21/16 | 90,000.00 | 0.00 | 0.00 | 0.00 | 90,000.00 |
United Parcel Service | 1145 | INV16-11535 | 03/31/16 | 41,937.00 | 05/15/16 | 41,937.00 | 0.00 | 0.00 | 0.00 | 41,937.00 |
URS | 1085 | 6285 | 12/31/13 | 160.00 | 01/30/14 | 0.00 | 0.00 | 0.00 | 160.00 | 160.00 |
Walt Disney Company | 1016 | 02-7178 | 03/31/16 | 58,789.15 | 04/30/16 | 58,789.15 | 0.00 | 0.00 | 0.00 | 58,789.15 |
WebMD | 1153 | 02-7196 | 04/25/16 | 5,890.00 | 05/25/16 | 5,890.00 | 0.00 | 0.00 | 0.00 | 5,890.00 |
Western Reserve Group | 1195 | 02-7211 | 04/30/16 | 2,763.00 | 05/30/16 | 2,763.00 | 0.00 | 0.00 | 0.00 | 2,763.00 |
Whirlpool | 1079 | 02-7116 | 03/07/16 | 520.00 | 05/06/16 | 520.00 | 0.00 | 0.00 | 0.00 | 520.00 |
Zodiac Seats US LLC | 1163 | INV2016-0054 | 04/25/16 | 12,275.81 | 06/24/16 | 12,275.81 | 0.00 | 0.00 | 0.00 | 12,275.81 |
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Sheet 2
Owner | Account # | Name | Payment Terms |
Mark | 1206 | 6300 La Calma Property, L | DUE ON RECEIPT |
Amy | 1186 | AirWatch | NET 30 |
Mark | 1105 | American Airlines | NET 45 |
Eric | 1102 | Applied Materials | NET 60 |
Eric | 1103 | Applied Materials Baccini | NET 45 |
Eric | 1101 | Applied Materials GmbH | NET 45 |
Eric | 1149 | Applied Materials SE Asia | NET 45 |
Amy | 1080 | ASTM | NET 30 |
Amy | 1193 | BIS | NET 30 |
Mark/Eric | 1067 | Boeing | NET 45 |
Mark/Eric | 1018 | Boeing Trust Investments | NET 45 |
Amy | 1196 | Boston Capital | NET 30 |
Amy | 1056 | Cambridge Assessment | NET 30 |
Amy | 1199 | Capgemini | NET 30 |
Amy | 1062 | Carters | NET 30 |
Mark | 1110 | CDO Technologies, Inc | |
Mark | 1111 | CITEC | |
Amy | 1093 | CMPA | NET 30 |
Amy | 11203 | Collier County School | NET 30 |
Amy | 1152 | Concentra | NET 30 |
Amy | 1197 | Covance | NET 30 |
Amy | 1164 | Credit Acceptance | NET 30 |
Mark | 1205 | Cyient (Infotech) | |
Mark | 1112 | Delta Air Lines, Inc | |
Amy | 1209 | DTE Gas Company | NET 30 |
Amy | 1202 | Eaton Vance Management | NET 30 |
Amy | 1116 | Editions Francis Lefebvre | NET 45 |
Amy | 1003 | EMC USA | NET 60 |
Eric | 10152 | Esterline | NET 30 |
Amy | 1207 | FLUOR-B&W Portsmouth | NET 30 |
Mark | 1203 | FOKKER SERVICES B.V. | NET 30 |
Mark | 1122 | Freescale Semiconductor | |
Eric/Mark | 1123 | General Electric Company | NET 120 |
Amy | 1190 | Graybar | NET 30 |
Amy | 1191 | HarbourVest | NET 30 |
Eric | 1124 | Honeywell | |
Mark | 1128 | Intergraph Govt Solutions | |
Mark | 1169 | International Aero Engin | NET 30 |
Mark | 1167 | Japanses Aero Engine Corp | 30D |
Eric | 1129 | Korry Electronics | NET 30 |
Amy | 1214 | LA County-EMC | NET 30 |
Mark | 1154 | Latam | NET 45 |
Mark | 1170 | LMI Aerospace, Inc. | NET 30 |
Amy | 1212 | Loomis Sayles | NET 30 |
Amy | 1005 | McGraw Hill | NET 45 |
Amy | 1148 | Mediaocean | NET 30 |
Amy | 1219 | Medicinova | NET 30 |
Amy | 1211 | Metalogix | NET 30 |
Amy | 1216 | MFS Investments | NET 30 |
Amy | 1131 | Mitchell Repair | NET 30 |
Amy | 1098 | Nebraska Legislative Coun | NET 45 |
Amy | 1029 | O.C. Tanner | NET 30 |
Amy | 1194 | OUC | NET 30 |
Amy | 1198 | Partners Health Care, Inc | NET 30 |
Mark | 1161 | Pinnacle Solutions Inc. | |
Amy | 1077 | Rally Software | NET 30 |
Amy | 1215 | Raytheon | NET 33 |
Mark | 1136 | Rolls Royce | NET 60 |
Mark | 1173 | RSI Content Solutions | |
Amy | 1221 | Sage Insights | NET 30 |
Eric | 1140 | South Africa Airways SOC | NET 30 |
Mark | 1141 | Southwest Airlines | |
Amy | 1187 | STV Incorporated | NET 60 |
Mark | 1156 | TAM Linhas Aereas | NET 45 |
Amy | 1213 | TE Connectivity | NET 60 |
Mark | 1218 | Telair US LLC | |
Amy | 1208 | Texas Health Physicians | NET 30 |
Mark/Eric | 1166 | The Boeing Company | 30D |
Mark | 1142 | Time Inc IT Purchasing | |
Mark | 1144 | United Airlines | |
Mark | 1145 | United Parcel Service | NET 45 |
Mark | 1104 | US Airways | NET 45 |
Amy | 1016 | Walt Disney Company | NET 30 |
Amy | 1153 | WebMD | NET 30 |
Amy | 1195 | Western Reserve Group | NET 30 |
Amy | 1079 | Whirlpool | NET 60 |
Mark | 1176 | Zodiac Cabin Interiors | NET 30 |
Mark | 1163 | Zodiac Seats US LLC |
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