Hello.
I work in accounts for a trading company and currently I am preparing a statement of account(Aged receivables) data base manually in excel and when required I filter by a particular customer and send the statement to the client.
Attached file you will find two worksheets - Sample Database and Sample SOA
The first one is the database where all information is entered.
The second sheet (Sample SOA) is where I would like to Auto populate the data. On cell D3 as you can see is where I enter the customer name. (Customer Name needs to be selected from a dropdown list using Data Validation.
Based on the customer name I would like all the columns Invoice No. /PO number/Department relating to that customer to be auto populated. The data can be populated from Sample Database. It would need to contain all the invoices pertaining to the customer selected.
In this case. as you can refer the SOA sheet, if I enter or select Customer A, all the list of invoices and the corresponding information such as PO number, Department,Invoice date etc should appear on the statement. Attached file you can see a Sample statement of customer A.
Please advise how this can be done.
Note : I do understand it would be simple as to just filter the column in Database sheet by the client and get the information. However I have created the SOA sheet for external purposes so it has a particular format to send to client.
Bookmarks