Ingo! Get ready for some laughs... the majority of the people will be using Office
2010.Basically I would like to come up with a tracker / report for tracking pallets by job. I created a unique Tracking_ID and a few columns to give you an idea but the formatting is not set in stone. I did this rather quickly and wouldn’t mind if it was drastically different. The column headers and names can be changed too… very open to suggestion.I know I could use pivot tables and formulas to populate a report (Sumifs, vlookups, etc.) but it has to be more simple than that because I’m not the one using it. Although, the formulas that do exist/remain can be locked. I left a lookup in a hidden sheet for Julian dates because it was a little different than the calendar.So, my thoughts are to:1) Create a UserForm for the field entries to populate a running tally on a sheet they preferably didn’t use but could reference2) Separate UserForm for updates to the same line-item data to update quantities. Bags/Pallets are supposed to be first in first out so it gets a little hard to track.
a. Be able to add whether they used some bags/pallets for another Tracking_ID not originally ordered against
i. there might also be times where some bags will expire and should be used on another job so some kind of pop-up reminder based on manufactured date + 120 days with a warning that says “Expires in 60 days” (even if it’s just a formatting change).
ii. if they are used on another job, show in/out to other job number
iii. Sometimes not all bags are used and are brought back to inventory so the UserForm should allow them to be added back
iv. I’d like to be able to keep line item history and not replace existing line items3) Lastly, a summary that shows:
a. How many bags were used by each Tracking_ID and how many remain
b. Days until expiration of bags
i. Warning at +120 days
ii. Bags expire 182 days (6 months) from manufacture dateI left some general notes in the Data Entry sheet; the examples I used to populate are exact counts of digits that will be used in each field. I wasn't sure where to go with this so it looks unfished because I wasn't sure what the best route would be. Its an open canvas. Shoot me any questions you think of and thanks a lot!https://www.dropbox.com/s/fr0lwj3snw2iq3p/File2-Eric-V0.xlsx?dl=0https://www.dropbox.com/s/1q41jpb43e3basm/Notes%20on%20tracker.docx?dl=0