Open ROs Follow-Up Report (1).xlsx this is the dropbox link that has the tester excel file
Basically I get this report every morning and i have to get it ready to give to other people and doing it manually is such a drag, ive done my best to change the instructions to be macro friendly,
any questions feel free to ask, appreciate it
1. delete vendor summary tab
2.In tab 2 (item detail tab) if there is any text/words anything at all in column L then transfer those lines unto a new tab called “Item task” The RO those items are associated with in tab 1 column A, those lines need to be transferred also to a new tab called RO task
3. In tab 1 (RO summary tab) if column N is the number 0 then just like in step two, transfer those lines unto a new tab call RO 0 times emailed. The item IDs that are associated with the lines we just transferred over must also be put to a new tab. (I just do an excel match on tab 2 column B RO # to column A in the 0 times emailed tab) by now we have 4 new tabs with a total of 6
4.in tab 2 in column K, if it says “AWAITING MANAGEMENT” or “AWAITING SR. MANAGEMENT” then remove that line as well as the vendor it is associated with in tab 1
so for example if you have 10 items that have awaiting management decision and they belong to vendor abc555 delete the lines in tab 2 and delete the vendor column B that has abc555 also
5.In tab 1 for column K and O, if it isnt hepics, tonyk, delaney, vickeyb, narics, vemacs, raymart, ayeshar, kristyd, gobacs, shiyah, yosefs, and bnhprod transfer those lines to a new tab named non tier 1
6. if any of the below names appear in column B in RO level summary tab delete the line
7. In RO Level Summary tab, if column G and H both have time stamps in them ,then for the vendor it belongs to (column B), transfer those lines to a new tab called for Nancy
8. In RO level summary tab if a vendor in column B has at least 1 time stamp, doesn’t matter if its in D or E then put in column P call one
9. what is left should be vendors that don’t have no time stamps whatsoever in any RO, vendors with 1 or multiple ROs and has at least 1 message (y in column F) then in column P put research call. If vendor has 1 or multiple ROs but no message (n in column F) then put cold call in column P
10. in RO level summary tab, if column N has a 1, then if the time stamp in column L is at least 4 days or greater than put in column Q 2nd email.
11. in RO level summary tab, if column N has a 2, then if the time stamp in column L is at least 4 days or greater than put in column Q 3rd email.
thats it for now, my boss is planning to add 4 new columns to this report but its subject to change in like a month or two but for now this the instructions i have to follow everymorning, lots of cut and paste and matches all new tabs should have same headers btw
Basically I get this report every morning and i have to get it ready to give to other people and doing it manually is such a drag, ive done my best to change the instructions to be macro friendly,
any questions feel free to ask, appreciate it
1. delete vendor summary tab
2.In tab 2 (item detail tab) if there is any text/words anything at all in column L then transfer those lines unto a new tab called “Item task” The RO those items are associated with in tab 1 column A, those lines need to be transferred also to a new tab called RO task
3. In tab 1 (RO summary tab) if column N is the number 0 then just like in step two, transfer those lines unto a new tab call RO 0 times emailed. The item IDs that are associated with the lines we just transferred over must also be put to a new tab. (I just do an excel match on tab 2 column B RO # to column A in the 0 times emailed tab) by now we have 4 new tabs with a total of 6
4.in tab 2 in column K, if it says “AWAITING MANAGEMENT” or “AWAITING SR. MANAGEMENT” then remove that line as well as the vendor it is associated with in tab 1
so for example if you have 10 items that have awaiting management decision and they belong to vendor abc555 delete the lines in tab 2 and delete the vendor column B that has abc555 also
5.In tab 1 for column K and O, if it isnt hepics, tonyk, delaney, vickeyb, narics, vemacs, raymart, ayeshar, kristyd, gobacs, shiyah, yosefs, and bnhprod transfer those lines to a new tab named non tier 1
6. if any of the below names appear in column B in RO level summary tab delete the line
| 1 SOURCE VIDEO. |
| ADAM AUDIO USA |
| ADI |
| AMAZON.COM AUCTIONS |
| APOLLO/ACCO BRANDS INC. |
| AQUATICA |
| ASUS COMPUTER INT L |
| BBQ TRADING LLC |
| BESSEY TOOLS NORTH AMERICA |
| BOWER PRODUCTS |
| CHROMATIC DISTRIBUTION |
| CINE GEARS INC. |
| D & H DISTRIBUTING CO. |
| DJI EUROPE B.V. |
| DRONE NERDS LLC |
| EPSON AMERICA, INC |
| EQUITY INTERNATIONAL INC |
| ERNST LEITZ WETZLAR GMBH |
| FACTOR52 BV |
| FREEFLY SYSTEMS INC. |
| GABRIEL ARIEL |
| GOPRO |
| HANGZHOU XINGXI TECHNOLOGY |
| HUNAN GM INNOVATION TECHNOLOGY |
| INDIPRO TOOLS CORP |
| INGRAM MICRO |
| JEG & SONS INC. |
| KAWAI AMERICA CORPORATION |
| MATTHEWS STUDIO EQUIPMENT INC. |
| NEW TEK INCORPORATED |
| PLABER AMERICA INC. |
| PROMPTERPEOPLE |
| QSC AUDIO PRODUCTS, LLC. |
| RAZER USA LTD. |
| ROBERT BOSCH TOOL CORPORATION |
| ROLAND CORPORATION U.S. |
| ROLAND SYSTEMS GROUP U.S. |
| SAMSUNG ELECTRONICS AMERICA |
| SANFORD |
| SEGWAY INC |
| SHENZHEN DONGZHEN OPTICAL TECH |
| SHENZHEN HOLLYLAND TECHNOLOGY |
| SHURE INCORPORATED |
| SONOS INC |
| TEAC AMERICA, INC. |
| TECH DATA CORP. |
| TIERTIME CORPORATION |
| TIFFEN MANUFACTURING CORP. |
| XSTATIC PRO INC. |
| XYZPRINTING,INC |
7. In RO Level Summary tab, if column G and H both have time stamps in them ,then for the vendor it belongs to (column B), transfer those lines to a new tab called for Nancy
8. In RO level summary tab if a vendor in column B has at least 1 time stamp, doesn’t matter if its in D or E then put in column P call one
9. what is left should be vendors that don’t have no time stamps whatsoever in any RO, vendors with 1 or multiple ROs and has at least 1 message (y in column F) then in column P put research call. If vendor has 1 or multiple ROs but no message (n in column F) then put cold call in column P
10. in RO level summary tab, if column N has a 1, then if the time stamp in column L is at least 4 days or greater than put in column Q 2nd email.
11. in RO level summary tab, if column N has a 2, then if the time stamp in column L is at least 4 days or greater than put in column Q 3rd email.
thats it for now, my boss is planning to add 4 new columns to this report but its subject to change in like a month or two but for now this the instructions i have to follow everymorning, lots of cut and paste and matches all new tabs should have same headers btw
