Hi All,
I have to create a solution using Power Platform. The source data contains sales amounts for different categories. Transactions with category 2 indicate that the payments for those transactions are confirmed and hence POS certificates are generated. The requirement is to allocate the amounts and certificate numbers to the category 1 transactions.
Mock up data:
Here, the total confirmed payment (category 2) is 200+300 = 500, so the ask is to allocate this 500 to the transactions with category 1. So I am looking for an output table (for category 1 transactions), which should look like below after allocation:
In case it's not clear already, let me explain the logic here. These are all the transactions with category 1. For the first transaction, the quantity is 23 and our balance to allocate is 500. So the entire transaction amount can be attributed to the first payment certificate (123). For the second transaction, now the balance is 477 (500 - 23), and the transaction quantity is 56. So again, this can be assigned to the POS1 certificate, and so on.
Additionally, there can be multiple confirmed payments (and hence certificates), and for each one, a new column has to appear, along with the Certificate column which should show the certificate number assigned to a transaction (There can be an 'Allocate' button using which end users can trigger the process. Ultimately, data from this new table would be exported and fed to an external application).
I am not sure whether this kind of a logic can be implemented or not in the first place. Would appreciate any help & suggestions.
@LaurensM @WarrenBelz @poweractivate @Amik @BCBuizer @kenneth0596

Report
All responses (
Answers (