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Order scheduler formula help required please!

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    Exclamation Order scheduler formula help required please!

    Hi all,
    I am trying to write an order scheduler and need some help with the formulas please.
    On the attached file, the orders I get, come in weekly, in the format on the WK1 & WK2 tabs.
    There can be multiple orders each week for each product, and they can change weekly. (Quantity change, required date moved forward or backward, or a new order).
    On the tab test, I can get the formula to work on single orders (highlighted cell).
    On the summary tab (where I want everything pulled through to, I have tried variations of that which I can't get to work, and also a drop down list on the summary tab in cell B3, that when you select the week, it pulls through the data onto the summary tab from the respective week. The formula in K1 is one I was trying for that.
    Any help would be appreciated.

    Many thanks in advance.
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    Re: Order scheduler formula help required please!

    Try

    =IFERROR(SUMPRODUCT(((INDIRECT("'"&$I1&"'!A2:$A70")=Summary!$C$4)*((INDIRECT("'"&$I1&"'!D2:D70"))))),"")
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: Order scheduler formula help required please!

    Put this in C2 and copy across to give weekly total for each product

    =IFERROR(SUMPRODUCT(((INDIRECT("'"&$B$3&"'!SA$2:$A$70")=Summary!C$4)*((INDIRECT("'"&$B$3&"'!D2:D70"))))),"")

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    Re: Order scheduler formula help required please!

    Hi John,
    many thanks for that. It helps and fixes the part for pulling data through. Unfortunately it will only pull through the first instance of each order and not all of them. It does also not resolve the part on the test tab, and how to make that work on multiple orders on the summary tab.
    I have attached a revised file with the amended formula to show that working for that part.
    Many thanks for your help thus far.

    Kind Regards,
    J.
    Attached Files Attached Files

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    Re: Order scheduler formula help required please!

    Can you add a few manually calculated results, so we can SEE what you want to get back?
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: Order scheduler formula help required please!

    The formula in C2 totals the PRODUCT for ALL orders in a selected Week. So WK1 has 2 orders with "Product 1" for total of 4056.

    Re the "Test" sheet: I am not sure how much can be done by formulae if Orders can change (for multiple reasons) over several weeks:

    Is the data in "Test" extracted (or to be extracted) from the "WKn" sheets ?

    Are partial shipments to be considered?

    Update: where does any Stock Control/Inventory Management fit as the Customer need to know if/when products are available? plus the Finance side (Invoicing to both Suppliers and Customers).

    All very complex!!!
    Last edited by JohnTopley; 01-18-2022 at 10:05 AM.

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    Re: Order scheduler formula help required please!

    Hi both,
    many thanks.
    I have attached a sample file with data manually added in.
    In simple terms, when the week is selected from the drop down list, I want the formula to compare with the previous tab (they will be labelled sequentially by week) and look at the orders.
    If the order is different, it will display a message "New Order", if amended quantity, display "Amended Order", if the date has moved back, "Delayed", or moved forward to "Brought forward".
    This works as a prompt so when an order file is received it can be dumped into this, and will highlight very quickly anything that has changed from the previous week.
    To answer some of your questions John:-
    No the data in the test tab is just dummy data there to show the formula I had working against single order amends, but not multiples.
    Partial shipments would be considered on the following week, as it would then show as an "Amended order" as the amount is different :-)
    The stock control element, I have something else I have worked on that does an element of that. Happy to share sometime. This is more to show what orders have come in, and if any have changed.
    The finance part is not relevant to any of this, as that is handled via an ERP. This is just to assist initially with visibility of orders with a view towards (afterwards) planning materials etc.
    Hopefully that will make sense!

    Many thanks in advance.
    Attached Files Attached Files

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    Re: Order scheduler formula help required please!

    Thanks for the update.

    Just to be clear: we need to compare ALL orders in WK2 with those in WK1. If not in Wk1 - "New Order. If matched check Qty /Dates for differences and report accordingly.

    In your file for "Product 2" Order 469944 is in WK1 so not "New Order"!

    I don't know how (or if) this can be done directly in SUMMARY via formula.

    Thinking aloud, an option is to add "helper" columns in WK2, WK3 etc which would allow comparisons with the previous week which could then be transferred to SUMMARY.

    Another questions: can orders be amended to add/remove a product? A quick scan of your data has only single product orders.

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    Re: Order scheduler formula help required please!

    Thanks.
    Yes, it would be Wk2 2 to check against Wk1, (Wk3 for Wk 2, Wk4 for Wk3 and so on).
    A helper column would be fine, as I guess it would be that column that is referenced(?)
    In answer to your question on orders, no, they will only ever be single product orders so each order number will be unique.
    Any amendment is going to be purely quantity.
    Does that help at all?

    Many thanks
    Last edited by Johnny247; 01-18-2022 at 12:58 PM. Reason: missed a question

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    Re: Order scheduler formula help required please!

    See attached as my "starter" on "helper" columns in "WK2": now have work out how to insert in SUMMARY

    Any amendment is going to be purely quantity
    ... no possibility of a date change as well if Qty is changed?

    My sample includes the above situation i.e. Qty and Date (never say never!!!).
    Attached Files Attached Files

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    Re: Order scheduler formula help required please!

    Possible solution ... references to WK! are hard-coded so need to be dynamic (use of INDIRECT)


    In WK2

    in G2

    =IF(COUNTIF('WK1'!C:C,'WK2'!$C2),"","Y")

    in H2

    =IF(G2<>"Y",IF(SUMIFS('WK1'!D:D,'WK1'!C:C,$C2,'WK1'!A:A,A2)<>'WK2'!D2,"Y",""),"")

    I2/J2 similar

    in L2

    =SUBSTITUTE(SUBSTITUTE(IF($G2="Y",G$1&",","X,")&IF($H2="Y",H$1&",",",X")&IF($I2="Y",I$1&",",",X")&IF($J2="Y",J$1,",X"),",X",""),"X,","")

    In Summary

    in C5

    =IFERROR(INDEX('WK2'!$C$2:$C$2100,AGGREGATE(15,6,ROW($A$1:$A$1000)/('WK2'!$L$2:$L$100<>"")/('WK2'!$A$2:$A$100=Summary!C$4),COUNTIF($B$5:$B5,"Order Number"))),"")

    changed range for next cells

    Copy/Paste to each set of "Order" data
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    Re: Order scheduler formula help required please!

    Thanks for this.
    How would this work with a week 3, week 4 scenario please? The formulas all look to reference WK2. In Summary, cell B3 has data validation for WK1 - 53.
    Thanks again for your help.

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    Re: Order scheduler formula help required please!

    More questions:

    If an order is placed in WK1 and fulfilled in WK5 is the order in WK1 to WK5 i.e the intervening weeks.? Could it be changed in say Week 4 ?

    And having 52 sheets is not recommended: have you considered one sheet with a column for Week Number ?

    As I pointed out in my last reply, the weeks would be "dynamic" so it would be necessary to reproduce the WK" helpers in ALL sheets, referencing the previous week (very messy!) and change fornula in SUMMARY accordingly ( INDIRECT Function): BUT see question above re contiguous weekly data.

    now logging off for the day!

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    Re: Order scheduler formula help required please!

    Hi, thanks for the reply.
    In answer to the questions (hopefully!)
    Yes, an order could be changed in Week 4. (This actually happens quite a lot!)
    I had considered having a column for weeks and that is what is on the tab labelled test (this is what I started with). But I couldn't get the layout to work very well with multiple orders etc, but happy to look at it if you can think of another way.

    Thanks,

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    Re: Order scheduler formula help required please!

    Attached tab "WK-Orders" shows what I meant by having orders in a single sheet. Order after WK1 are either New or Amended.

    I haven't amended SUMMARY to get data from "WK-Orders but will work in similar way to current formula.
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    Re: Order scheduler formula help required please!

    Thanks for that.
    A question on this. If an order is placed on WK1, and has not been amended, or changed and is on WK2 (timed to deliver in the distance, and on subsequent weeks, when I copy that across, it shows up as a new or amended order when actually it is still the same existing order - just not completed yet.
    How does it display just notrmal orders that are not changed? Otherwise every week, every order will show as new, when they are not?
    Hopefully that makes some sense?

    Many thanks.

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    Re: Order scheduler formula help required please!

    The intention is you only enter an order once into "WK_Orders" unless it is amended; you dispense the WK1, WK2 sheets.

    As of now, there is no status of "Delivered" for an order so, if needed, you cannot [easily] track missed delivery dates.

    These are only suggestions for you to consider

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    Re: Order scheduler formula help required please!

    Ahh.
    I see.
    I understand the adding weeks into the column now. Unfortunately, I am not sure that will work. That is because the reason for WK1 and WK2 is to compare the orders. That is essentially the delivered check I guess. If the order is not on the WK2 list, it will not go onto the summary.
    If it is on the WK_Order tab, I "think" all that will happen is there will be a long list on the summary tab, and it will become unwieldy to read and figure out live orders as old ones will still show, if I am understanding it correctly?
    The only other thought I guess to utilise the WK_order tab would be if there is some way to amend the formula to look at the previous week in column A, and if the order is not repeated anywhere in the following week it is removed. Kind of the reverse of the new order part if that makes sense?

    Many thanks.

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    Re: Order scheduler formula help required please!

    ...if the order is not repeated anywhere in the following week it is removed.
    What about adding a column to the week 1 data that would identify the orders not repeated in week 2.
    Such a formula might be: =COUNTIFS(A:A,A2+1,D:D,D2)=0
    Let us know if you have any questions.
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