Power automate flow sheet
Budget: ₹1,500 – ₹12,500 INR
Take the attached excel file.
Add a line for each tech with the total line items added together from column Q.
Email out to tech. only the following columns from the sheet on the email…
Date, Name, Job, account, Address, code, description, quantity, tech rate, techpay.
After the email us the same excel file to then create a new excel file
Add all codes together per tech excluding the below descriptions
Admin Fee, Child Support, Loan, Meter-Pur, Meter-Rent AZ, Meter-Rent CO
leaving one line per tech with total.
Add 8 columns- Bill#, bill due, Account, ExpAmt, itemname, itemqty, itemamt and delete the rest but date and name.
Move total from each tech under Expamt
Date stays under date and add in Bill due
Admin Fee, Child Support, Loan, Meter-Pur, Meter-Rent AZ, Meter-Rent CO all will go under itemname per tech that has them with the corresponding quantity(itemqty) and item amount(itemamt).
Generate a Bill#, each tech will have the same bill number for each line item they have.
Also in the file is the sheet after the modifications.
Add a line for each tech with the total line items added together from column Q.
Email out to tech. only the following columns from the sheet on the email…
Date, Name, Job, account, Address, code, description, quantity, tech rate, techpay.
After the email us the same excel file to then create a new excel file
Add all codes together per tech excluding the below descriptions
Admin Fee, Child Support, Loan, Meter-Pur, Meter-Rent AZ, Meter-Rent CO
leaving one line per tech with total.
Add 8 columns- Bill#, bill due, Account, ExpAmt, itemname, itemqty, itemamt and delete the rest but date and name.
Move total from each tech under Expamt
Date stays under date and add in Bill due
Admin Fee, Child Support, Loan, Meter-Pur, Meter-Rent AZ, Meter-Rent CO all will go under itemname per tech that has them with the corresponding quantity(itemqty) and item amount(itemamt).
Generate a Bill#, each tech will have the same bill number for each line item they have.
Also in the file is the sheet after the modifications.