Microsoft power automate flow for excel file
Budget: ₹1,500 – ₹12,500 INR
Hello , I am looking to automate some part of an invoicing process using power automate flow. Find attached a sample data file. I l brief you up on the scope of work and what i am seeking.
Basically, i l go column by column. 1) Invoice: This is the invoice number that is unique to each invoice. 2) Location: This is the different site location of our company, we call it Business unit (BU). Invoice is sent by the supplier to the Business unit. This document states which are the invoices sent by supplier to different business units for example GCC, Dorval etc. 3) 30+ past due/ 60+ past due/90+ past due, these are the columns that show how much is the due amount for that invoice and how much is it due from due date. 30+ due meaning that it is atleast 30 days due from the due date. 4) Total past due, its just the same as before ones. 5) Customer Notes: These state the issue with each of the invoices and their current status. If it is pending with BU/ pending with USTG(supplier) or its paid. 6) Notes from prat : Contains the email of the person to reach out to enquire about the issue in the previous column.
What i wish to do:
- The automate flow should aggregate all the rows with a specific issue lets say BU pending for their respective Locations and send out those invoices with a customized email.
Let me know when can we connect.
Regards
Basically, i l go column by column. 1) Invoice: This is the invoice number that is unique to each invoice. 2) Location: This is the different site location of our company, we call it Business unit (BU). Invoice is sent by the supplier to the Business unit. This document states which are the invoices sent by supplier to different business units for example GCC, Dorval etc. 3) 30+ past due/ 60+ past due/90+ past due, these are the columns that show how much is the due amount for that invoice and how much is it due from due date. 30+ due meaning that it is atleast 30 days due from the due date. 4) Total past due, its just the same as before ones. 5) Customer Notes: These state the issue with each of the invoices and their current status. If it is pending with BU/ pending with USTG(supplier) or its paid. 6) Notes from prat : Contains the email of the person to reach out to enquire about the issue in the previous column.
What i wish to do:
- The automate flow should aggregate all the rows with a specific issue lets say BU pending for their respective Locations and send out those invoices with a customized email.
Let me know when can we connect.
Regards