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Orders and Returns Detailed Contract Summary

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    Cool Orders and Returns Detailed Contract Summary

    Hi Everyone,

    Happy March Break!!!

    Attached is a contract summary for a new customer program, that gives cash back on net orders!

    There are a lot of rules I will post below but are included in the attached document. Please note everything under row 19 in the "answer" section should be formulas, if possible, to make my life easier! - as there will be 20+ contracts!

    Rule:
    1 Orders must be at => after start date (i.e 1/1/2022 or after for customer 100)
    2 Returns are only counted if the returned serial number was purchased => start date (i.e 1/1/2022 or after for customer 100)
    3 Orders and returns can happen on the same date since this is a customer product (returns are easy)
    4 Volume commitments are counted as the NET # orders (orders - returns)
    5 Cash back is counted on NET # orders (orders-returns)

    This will make alot more sense when looking at the attached workbook.

    Thank you guys SO MUCH!
    Attached Files Attached Files

  2. #2
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    Re: Orders and Returns Detailed Contract Summary

    Is this any different to your earlier thread?

    https://www.excelforum.com/excel-for...d-returns.html

    NO HELP TO BE OFFERED until this is resolved, please.
    Ali


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    Re: Orders and Returns Detailed Contract Summary

    Yes, my project needs have changed to include cashback, volume commitments and now multiple contracts. the orders and returns part is the same but I realized I didn't explain it correctly at all which led to everyone giving me perfect answers but the actual question I asked was very flawed and was incorrectly asked entirely but I made a new post as there are a lot of new moving parts to our customer contract program

    Additionally, this is now a full tracker that will be used to assign cash-back rebates to customers which is the most important part, that was not part of the new program before
    Last edited by AliGW; 03-11-2024 at 10:39 AM. Reason: Please don't quote unnecessarily - use the Quick Reply button instead.

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    Re: Orders and Returns Detailed Contract Summary

    This is the THIRD time that you have changed the requirements and started a new thread. There are posts in your last thread that you have not even acknowledged (it is now CLOSED). Do NOT oipen any more threads on this issue - add any further changes to this thread.

    The forum rules about thread duplication DO apply here.

    I shall allow this thread to go ahead, but it must be the last one.
    Last edited by AliGW; 03-11-2024 at 10:42 AM.

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    Re: Orders and Returns Detailed Contract Summary

    Thank you! This is the final post as the customer program is signed so these are all the details now!!!

    Once it is solved, my questions will be 100% complete.

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    Re: Orders and Returns Detailed Contract Summary

    is anything is unclear anyone, happy to answer any questions!

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    Re: Orders and Returns Detailed Contract Summary

    Perhaps this will help.
    1. For customer #: =IFERROR(INDEX(D$5:D$17,MATCH(0,INDEX(COUNTIF(A$20:A20,D$5:D$17),,),)),"")
    2. For orders: =IF(A21="","",COUNTIFS(A$5:A$17,LEFT(B$20,LEN(B$20)-1),B$5:B$17,">="&INDEX(G$5:G$6,MATCH($A21,H$5:H$6,0)),D$5:D$17,$A21))
    3. For returns: =IF(A21="","",COUNTIFS($D$5:$D$17,$A21,E$5:E$17,TRUE))
    Note that cells E5:E17 are populated using: =AND(A5="Return",INDEX(B$5:B5,AGGREGATE(15,6,(ROW(B$5:B5)-ROW(B$4))/(A$5:A5="Order")/(C$5:C5=C5)/(D$5:D5=D5),1))>=INDEX(G$5:G$6,MATCH(D5,H$5:H$6,0)))
    Note that E5:E17 may be moved and/or hidden for aesthetic purposes.
    4. For cash back: =IF(A21="","",INDEX(I$5:I$6,MATCH(A21,H$5:H$6,0))*F21)
    5. For net orders: =IF(B21="","",B21-C21)
    6. For volume commitment: =IF(A21="","",INDEX(J$5:J$6,MATCH(A21,H$5:H$6,0)))
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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