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Anonymous's avatar
Anonymous
Not applicable
2 years ago
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Allocate correct PO from the Stock Table based on stock availability

Good afternoon!   I have two tables in Power BI: 1. Stock Table: This table contains details of stock orders, including the Purchase Order (PO) number, the quantity ordered, and the transaction dat...
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  • lbendlin's avatar
    lbendlin
    2 years ago

    Note: MDX2 has a higher index than MDX3.

     

     

    This approach breaks down/will be unreliable when you dip below zero stock.

     

     

     

lbendlin's avatar
lbendlin
Icon for Super User rankSuper User
2 years ago

Please provide sample data that fully covers your issue.
Please show the expected outcome based on the sample data you provided.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi Please see another example below:
Stock table:

REFERENCETRANDATESum of QUANTITYIndexCumulativeQuantity
MDX102/01/2024111
MDX212/04/2024234
MDX316/04/2024122
MDX417/04/20247411
MDX517/06/20242513
MDX617/06/20242615
MDX718/06/20241716
MDX803/07/20246822
MDX904/07/20241923
MDX1022/07/202421025

 

Fitted Table, With The Expected PO Reference (allocating the available stock based on Qty available and Tran Date prior to the Call Date):

Call NoSum of FitIndex1Call DateCumulativeFittedPOReference
420X11112/04/20241MDX1
420X21228/05/20242MDX2
420X31328/05/20243MDX2
420X41428/05/20244MDX3
420X51528/05/20245MDX4
420X61629/05/20246MDX4
420X71729/05/20247MDX4
420X81829/05/20248MDX4
420X91921/06/20249MDX4
420X1011021/06/202410MDX4
420X1111121/06/202411MDX4
420X1211221/06/202412MDX5
420X1311321/06/202413MDX5
420X1411421/06/202414MDX6
420X1511521/06/202415MDX6
420X1611628/06/202416MDX7
420X1711701/07/202417MDX8
420X1811803/07/202418MDX8
420X1911903/07/202419MDX8
420X2012005/07/202420MDX8

 

Please let me know if you have any questions. Thank you for looking into this!!

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    2 years ago

    Note: MDX2 has a higher index than MDX3.

     

     

    This approach breaks down/will be unreliable when you dip below zero stock.

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Thank you very much. It looks that you've achieved the correct allocation. So will test your solution, sounds that as long as there is always stock this will work fine.

       

      Many thanks for your help!!