Allocate payment in month based on project and milestone

[atuljadhavnetafim]

Hi expert,

i have two sheets 1) Invoice 2) Payment

1) Invoice

I have 3 Project (B), every project has 4 milestone (G) which have separate credit days (F) and due date (H),

2) Payment

Payment sheet has details for which project (B) for which milestone (C) the payment received (E) and when received (F).

now in Invoice Sheet i want to allocate this payment to particular month to particulate project and milestone.

for example we got payment of 10 against project_1 towards Supply, so this payment should add in March-21 Month in project_1 in Supply line.

you can refer attached excel, and if I change the date or add new payment then it should be allocate accordingly.

we will also add new invoice as well.

Invoice Sheet

Payment Sheet

 

[mamady]

Hi Dear, this can be done multiple ways, however, it would be easier if you share the data set using XL2BB. In order to propose the exact formula.

Best Regards

 

[atuljadhavnetafim]

how I can upload an excel file? the portal does not allow me to upload excel file and my system admin not allow me to download add in

 

[mamady]

you don't need to upload the sheet, you can copy the ranges herewith using the steps on the following URL

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

www.mrexcel.com

Best Regards