Aging Inventory Buckets
Aug 27, 2009
I need a formula that will help determine what "bucket" (based on today's date & due date) a date would fall under. I have 5 buckets:
RRC
0-14 Days
15-22 Days
23-30 Days
31+ Days
I am using the following formula:
=IF(D2="","N/A",IF(TODAY()-D2-26,TODAY()-D2-12,TODAY()-D2-5,TODAY()-D20,"31 + days"))))))
This formula works fine, however the next day I run the report the formula has to be slightly modified to place everything in the correct aging "bucket". Is there a formula that would alleviate the need to update the formula everytime I would like to check the inventory?
The dates are actually based on a weekly (Sunday through Saturday) schedule. So if the Due date is Prior to today's date it would fall into the 31+ category. If due up to 14 days (including today) it would fall under the 0-14 Day "bucket". And so on...
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Sep 10, 2012
How do I print multiple inventory labels based on our inventory levels?
For example:
Item No 1000
Descr Window
Customer Taylor
PO 9001
Quantity 10
Item No 1010
Descr Door
Customer Jones
PO 9011
Quantity 35
I want to print 10 labels with the info from Item No 1000 and 35 labels from Item No 1010????
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Aug 18, 2009
I had been trying really hard to get some solution on COGS valuation & inventory valuation on FIFO basis. my daily transactions are typical sales & purchases.
Attached is the inventory in/out movement from Quick Books. in the column "Num" type bill is the entry from purchase bill whihc always has a reference as P/O####. This is how i will capture the landed cost against a PO., another type "Inv Adj" is inter warehouse transfer. Name is cusotmer, Inventory is my item number. in some cases it is like "2000", in some cases it is 10000:10121, and in some cases it is 10000:10200:10201 that is why they fall in different columns when i export them.
What I would lilke to do: 1) Run a report by month, by customer showing cost of goods sold on FIFO basis, I can capture sales amount by running another report.
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Aug 8, 2006
I am not an excel whiz, so I will need layman's terms if possible. I may have found a solution to my problem under another thread, but I couldn't understand it. I have only briefly worked with macros, a very long time ago. Here goes...
I have an inventory list that has not been updated for sales of the inventory, only for purchases. I have sales lists, generally by month, in separate spreadsheets. I am looking for a simple, efficient way of either eliminating or at least matching up the data in the sales list to the inventory list in order to remove sold items from inventory (on paper). I am hoping the result will be a fairly accurate inventory list, and related value, so that a physical inventory count won't be necessary at this time. Obviously I could copy all of the sales info into one spreadsheet, sort by inventory number, then manually delete all sold items from the inventory listing. I am REALLY hoping there is a better option.
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May 30, 2014
If I have ten numbers which I would like to split into 5 buckets (1,2,3,4,5) how can I best achieve this?
A trivial example:-
The series 12, 12, 18, 18, 25, 25, 34, 34, 40, 40 would neatly spilt into 1, 1, 2, 2, 3, 3, 4, 4, 5, 5.
Similarly
The series 12, 13, 18, 19, 25, 27, 33, 34, 40, 41 would neatly spilt into 1, 1, 2, 2, 3, 3, 4, 4, 5, 5.
A non-trivial example
The series 12, 13, 40, 41, 42, 50, 70, 71, 89, 90, 91 I would like to be split into 1, 1, 2, 2, 2, 3, 4, 4, 5, 5, 5.
So groupings are based on how close consecutive numbers are to each other and there must be at least one value in each bucket (1,2,3,4,5). The number of data items can vary form 5 to, say 20 or so.
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Oct 19, 2011
I want to categorize the # of seats into buckets (1-5, 6-10, 11-20, 21-50, 51-100, 101-250, 251-500 and 500+).
So if the number of seats is 19, than the bucket would be 11-20.
Is there an easier equation than IF(OR?
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Jun 17, 2014
I need to ID various items by maturity bucket. each item has a maturity date and I need to put them in various buckets (1-9) based on date ranges.
the dates on these buckets would change depending on the initial date used (in this case I start at 3/31/2014), but i would update that date as needed, thusly the begin/end dates for these buckets would change.
I tried this formula which gives me an error (d2 is the maturity date of the first item, it would change as the list goes down):
=IF(AND(d12>=F1,d12=G1,D12=H1,d12=I1,d12=j1,d12=k1,d12=l1,d12=M1,d12N1),"Bucket 9",0)))))))))
F
G
[Code].....
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Apr 26, 2006
I have date in column A, vendor in column B, and amount in column C. How can I summarize data into table that add the amount by vendor by month and year? I was thinking of doing sumif but I don't know how to specify a range of date (for example, 1/1/2005 thru 1/31/2005) to sum the data together. I am attaching an small example worksheet to help explain better.
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Feb 27, 2007
I have a workbook. The second tab is inventory numbers and the first tab has my inventory items. I scan in the inventory number (unique) and it adds it to my inventory sheet. As I use inventory I scan the barcode and it inputs the serial number into my used inventory tab. What I need to do it when I scan the serial number for used inventory into the used inventory sheet to have it go to the inventory sheet and delete the line for that serial number.
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Nov 25, 2008
I am trying to customize an aging report, column will be 30, 60, 90 120 + I would like the amount to show under each column. The charge amount for $252.38 each day.
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Mar 24, 2009
I have attached a spreadsheet that shows a summary of an account to date. I want to put in formulas to continue as new charges and payments occur. I hope the upload worked!!
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Feb 3, 2010
0< 90 days
90>90-180 Days
180>180 Days
Column M has the aging details.
I am attaching the file below.
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Dec 9, 2008
I'm trying to create an aging accounts table from transaction data. I am tracking loans. Here's the layout of the data that I have. Positive entries mean that a new loan was taken out. Negative entries mean that a loan payment was made.: ...
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Jan 5, 2013
I have tried this. actully i am calculating aging for a particular transaction.
This is my needs. if A1 = between or equal to 0-2 B1 = 0-2 days
A1 = between or equal to 3-5 B1 = 3-5 days
A1 = between or equal to 5-10 B1 = 5 to 10 days
A1 = greaterthan 10 B1 = More than 10 days
Acrully am triying this formula =IF(A1<2, "0-2 Days","5-6 Days") if more than 2 scnario i cant...
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Jan 1, 2006
I'm trying to create an Accounts Receivable "aging report", using Excel
2003. I've got a field (a date field), that provides the date of invoice.
I'd like then to add 30, 60, or 90 days from that date, and call that the
"Due Date" for payment in another column.
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Nov 25, 2009
I run a work order report on a daily and weekly basis and I am looking for a formula that will find all dates in L:L that are greater than 9 days old. I can't seem to work out the syntax. The cells in L:L are formatted as DATE and TYPE *3/14/2001
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Feb 16, 2008
i'm looking for a formula that will classify amounts according to the aging column automatically each time the month is changed.
my file is attached...
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Feb 27, 2013
I need formula for aging of accounts receivables.
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Jan 29, 2014
I've been trying to create a pv table that will count all the trades based on products, but they are duplicate in my set of data that I am trying to eliminate, I just want to select the trades with most recent date and if there are duplicates entries with the same date, then to select the aging column..
Column A are my trade IDs (duplicates trades), column G my dates and column O my aging days (goes up to >5). What I'd like to do is to count the trade using the most recent date and if the date is the same use the aging column. is this even possible to do using formulas?
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Sep 10, 2009
I looking to track the oldest entry that is still marked "Open" or "In progress".
So far I have done the below If Statement:- =IF(H24="Open",E24,IF(H24="In progress",E24,"")). This returns the Date it was logged if the status is "Open" or "In progress". to column T, So far so good!
So in cell T22 i wanted excel to show me the oldest date so i used the MIN function like so:- =MIN(T24:T40). This returned me the oldest date which i then wanted to know how many days this has been open for so i used:- = SUM(TODAY()-H6)
which gives me the number of days. This all works fine until..........i don't have any entries set to "Open" or "In progress" or any dates added (e.g. start of a new week). When this is the case the MIN function returns a value of 01/01/04 which in turn tells me that the oldest entry is 38,604 days old. I have tried different combinations of If statements to ignore the blanks / date etc but i just can't make it return zero or even better blank. I have attached a sample of my sheet and inserted comments to explain what each part does
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Jan 28, 2008
Firstly i am running Excel 2003 (at work)
Now my problem is that i have been asked to make a spreadsheet about Printer and Fax Cartridges (Zzzzz) but i do not know how to do the sum.
this is how my Spreadsheet looks like this (cartidge amount etc all on top line of spreadsheet)
(Hp45 etc all down left hand side) ...
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Feb 9, 2010
I AM TRYING TO SUM OF EACH DAILY INVENTORY ITEM. PREVIOUSLY I USED FORMULA SUGGESTED FROM TEETHLESSMAMA (=SUMPRODUCT(--($A$5:$J$13=A19),$B$5:$K$13)).
BUT THIS FORMULA NOT WORK FOR NEW FORMAT OF INVENTROY DATA. I tried to make some change in it to get the result, which is not working well.
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Jul 3, 2009
I am doing inventory right now and need help sorting numbers that I have. Ex:
I have numbers like
10
1001
101
AB1394-10
AB2948-MPG
XD89-MPG KIT
F64 KIT
GSW294-HD10
I need something that will help me sort it by the numbers only (numerically by the first part only). I want the above numbers to look like the following after sorting:
10
F64 KIT
XD89-MPG KIT
101
GSW294-HD10
1001
AB1394-10
AB2948-MPG
Basically, I'm trying to get the computer to sort the numbers numerically by disregarding any letter before the number.
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Feb 12, 2007
I have a worksheet that has multiple units listed on it. Each unit has a materials used list with quantities. I want to reference this column to another sheet and get a total materials needed list and also reference it to my inventory and subtract that number from my materials on hand. how can I do this?
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Mar 7, 2007
I am trying to figure out a formula for doing my inventory. I have items with control numbers on them and I would like to determine how many items there are. Example Starting #12335A Ending #12445A, if you subtract 12445A from 12345A you get 10, but in the inventory you need to count the ending number as it still remains in your count, so the answer is actually 11. I have been using for example =Sum(A8,-A9) +1 to get the correct number. However, if I have additional lines on my report that do not have inventory in them, they will show an incorrect total of 1 because of the +1 in the formula. I am trying to figure out how to do this calculation without having to delete and add the formula each time inventory is added. I have people that will not go near the formulas, so I need it to total with out having to be changed.
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Apr 17, 2009
I am trying to put together an inventory worksheet and I have a rec'd column and a usage column, followed by a total column. I want to be able to havea formula in the total column at all times, so whoever updates the inventory sheet just needs to put rec'd and used. What I am trying to do though, is have the total row for a particular month blank, unless someone enters a rec'd amount or a used amount.
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Jan 29, 2010
So far I was able to find solutions to all of my small problems with excel just by searching here but with this one I need help and ideas how can it be done differently.
We need to track inventory from when its taken, when it was installed and we need to know every month when inventory is counted how much do we have on hand in our truck....
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Nov 5, 2009
I'm trying to set up an inventory spreadsheet for my work, but i'm running into a snag.
What I want to do is have three columns that interact with eachother.
1. Units in stock
2. Reorder Level
3. Reorder Tolerance
4. Status
What I want, is to have the status column react in one of three ways. Either "In Stock", "Reorder Needed" and "Out of Stock".
So if units in stock is at 110, with a reorder level of 100, and a tolerance of 10%, I want the Status to show "Reorder Needed" with a red cell color. But if stock is at 111 or more, I want it to be shown as "In Stock". Zero should be "Out of Stock".
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Nov 30, 2009
I have inventory on an excel sheet with over 1500+ items. There are number of columns including: product id, product code, description, price, headline, path etc. I am uploading this to my online store I am creating. And, I have a lot of duplicate items so I can place them in different sections of the store by editing their path. However, these duplicate items in the excel sheet only have the product id, and not the description, price, and all the other cells. Thus, I need a forumla that will find matching product id's and fill in blank cells with their description, price, etc. so it will match its partner completely .......
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Feb 7, 2010
I having trouble to sort out and summarize inventroy products for each week. I want to sumarize all weekly inventory in summarize table. Please see attached file. Pls keep the formate as i shown in attached spreasheet.
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