Excel Automation: PO vs. GRN Invoice Reconciliation Tool
Budget: ₹600 – ₹1,500 INR
Gemini said
To get the best results from a freelancer (on sites like Upwork or Freelancer.com), you need to be very specific about the "Many-to-Many" issue you mentioned.
Here is a clear, professional project description you can copy and paste:
Project Title: Excel Automation: PO vs. GRN Invoice Reconciliation Tool
Project Overview:
I need a robust Excel-based system to compare two datasets: Purchase Orders (PO) and GRN Invoices. Both sheets share a common "Voucher No" (PO Number), but each PO/Invoice may have multiple line items (Many-to-Many relationship).
I need a solution where I can simply paste my raw data into two "Input" sheets and get a fully automated "Comparison Dashboard."
Key Requirements:
The system must match data by Voucher No and provide a side-by-side comparison of:
Quantities: Total PO Qty vs. Total Invoiced Qty.
Values: PO Amount vs. Invoice Amount (Net of Tax).
Taxes: Comparison of tax amounts applied on both sides.
Dates: Tracking the PO Date vs. the Actual Invoice Date to see the lead time.
Status: Automatically flag "Under-shipped," "Over-shipped," or "Price Mismatch" items.
Deliverables:
Input Sheets: Two formatted tables (one for PO, one for GRN) where I can paste new data daily.
Summary Dashboard: A Pivot Table or Power BI-style view in Excel showing a summary per Voucher No.
Detailed Report: A line-by-line comparison showing exactly which items or taxes don't match.
Technology: I prefer a solution using Power Query (to handle the many-to-many relationship) or VBA/Macros for a one-click refresh.
Ideal Freelancer:
Expert in Excel Power Query and Data Modeling.
Experience in Accounting or Supply Chain reconciliation.
Ability to create a clean, user-friendly interface.
To get the best results from a freelancer (on sites like Upwork or Freelancer.com), you need to be very specific about the "Many-to-Many" issue you mentioned.
Here is a clear, professional project description you can copy and paste:
Project Title: Excel Automation: PO vs. GRN Invoice Reconciliation Tool
Project Overview:
I need a robust Excel-based system to compare two datasets: Purchase Orders (PO) and GRN Invoices. Both sheets share a common "Voucher No" (PO Number), but each PO/Invoice may have multiple line items (Many-to-Many relationship).
I need a solution where I can simply paste my raw data into two "Input" sheets and get a fully automated "Comparison Dashboard."
Key Requirements:
The system must match data by Voucher No and provide a side-by-side comparison of:
Quantities: Total PO Qty vs. Total Invoiced Qty.
Values: PO Amount vs. Invoice Amount (Net of Tax).
Taxes: Comparison of tax amounts applied on both sides.
Dates: Tracking the PO Date vs. the Actual Invoice Date to see the lead time.
Status: Automatically flag "Under-shipped," "Over-shipped," or "Price Mismatch" items.
Deliverables:
Input Sheets: Two formatted tables (one for PO, one for GRN) where I can paste new data daily.
Summary Dashboard: A Pivot Table or Power BI-style view in Excel showing a summary per Voucher No.
Detailed Report: A line-by-line comparison showing exactly which items or taxes don't match.
Technology: I prefer a solution using Power Query (to handle the many-to-many relationship) or VBA/Macros for a one-click refresh.
Ideal Freelancer:
Expert in Excel Power Query and Data Modeling.
Experience in Accounting or Supply Chain reconciliation.
Ability to create a clean, user-friendly interface.