Quantcast
Channel: Excel Help Forum - Excel Programming / VBA / Macros
Viewing all articles
Browse latest Browse all 50057

Comparing dates of related items to determine if charge is necessary

$
0
0
This is my first post, so I hope I get this correct.

I was just handed the job of going through 100’s of workbooks to find billing errors. It is required for me to go through line by line to identify these errors. I am trying to build a macro that will help in this process.
The spreadsheets have 4 columns of data that are used to help determine what should have been billed and what shouldn’t have. They are as follows: Date, Revenue Code, Product Description, and Product code. Some products have codes and some do not.

The revenue code is a code used to group products into related fields. Kits are used to bundle several items together from various revenue codes. They are my biggest issue. If a kit was billed on a specific day, I don’t want to bill an item from that kit on the same day as well. A billing spreadsheet can cover anywhere from 1 day to several months so a kit can be billed on 1 day or many days. Each Kit would need to be looked at to see if individual parts were billed on that day.

There are also products that can receive price breaks if they are bought in multiples. For instance, if bought on the same day the first 3 are regular price and any after that are free.

As you can see, most of this comparison is based on date. I am at a loss as to how the best way to build this macro and have it be as efficient as possible. Please see attached sample sheet. Any help is greatly appreciated!
Attached Files

Viewing all articles
Browse latest Browse all 50057

Trending Articles