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Tracking purchase requisitions

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    Tracking purchase requisitions

    Hello all,
    I am new to the site. In work, I use a tracking spreadsheet for all requisitions. It records each line item and logs important steps in the process, such as approval, creation of purchase order, delivery date, etc. The spreadsheet contains multiple requisitions and multiple line items so very quickly becomes difficult to use as a management tool because it has so much data in it. I was looking for a way to extract basic information about each requisition, so that purchasers can more easily plan their activities.

    I used a Pivot Table to extract all the unique requisition numbers into a new tab. I then used VLOOKUP to extract three key dates - approval, order & delivery. However, I have noticed a problem. If a single requisition, with multiple line items, requires separate orders from multiple suppliers, VLOOKUP will return a date even if only one line item has an order next to it. I want the tool to highlight where there are actions still to be taken for each of the key moments. Is there a way to only return a value if all lines for a given requisition number have a value entered?

    I hope that makes sense. Thanks

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    Forum Moderator AliGW's Avatar
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    Re: Tracking purchase requisitions

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.
    Ali


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