Postcode Programming API  PostTrans XL Visual Importer: Import Exchequer Alternate Stock Database:


This is only available in the Professional version of PostTrans

This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Alternative Stock Database data in Exchequer Enterprise.  

It uses a series of tags, placed in row 1, to identify the data to be Imported/Extracted/Amended.  These tags can be easily added to a spreadsheet using the [Design] button, on the PostTrans Toolbar.  The data is read from row 3 onwards, which allows you to put user descriptions in row 2.  Click here for more Information on Designing templates.

  Demonstration Videos:


             Show me how to update Stock Alternate Code DB

             Show me how to update Superseding, Equivalent and Opportunity Code DB

The "Customers and Stock" Example shows this in action.  more information on PostTrans examples


Import Exchequer Alternate Stock Database Features:


To extract Alternative Stock Database for particular Stock records press [Update Lookups], on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Exchequer Enterprise get Stock

Here we are going to get all Alternative Stock codes under the heading "CONTROLPANELS".  We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Alternative Stock code records.   

IMPORTANT : The [Add Lookup Values] will not detect potential duplicate records added to the spreadsheet.

Amending the Exchequer Enterprise Alternate Stock Code Database

Having extracted data, the user can now simply edit the Enterprise data, before re-importing it back to Exchequer Enterprise.  

Importing new Exchequer Enterprise Alternate Stock Code Database

Simply add new lines to the spreadsheet from row 3 onwards.  Then press [Post Transactions], on the PostTrans Toolbar,  to import Exchequer Enterprise data.  

Alternative Stock Code Database Required fields

To Import/Extract/Amend Exchequer Enterprise Customer/Supplier Data, the following Tags/Fields must be specified:

AltPosted

Cell A1 must equal

StockCode is used to detect end of spreadsheet.  PostTrans will stop Importing/Amending, from row 3 onwards, when this field is empty.

Restrictions

Does not update existing Equivalent, Superseded, Opportunity records.  Delete then re-import data

Deleting Alternate Stock Code Database records

Alternative Stock code Database records can be deleted by entering "X" in the "DeleteRecordFlg" tag.

For example:

Exchequer Enterprise Alt code DB

Special notes regarding Alternate Stock Code Database records

To Import/Extract/Amend Alternative Stock codes we suggest the following:

Exchequer Enterprise Alternative code DB

 

To Import/Extract/Amend Equivalent, Superseded, Opportunity records we suggest the following:

Exchequer Enterprise Superseeding code DB

Please look at example provided.


Exchequer Alternate Stock Code Database fields available for update:


The following Tags are used to identify the corresponding fields in Exchequer Enterprise.  Use the [Design] button (or Ctrl+Shift+D), on the PostTrans Toolbar, to access these tags.   Click here for more Information on Designing templates.

Tag Name

Data Type Length

Description

Required (Prof version):

 

 

AltPosted

Yes/No

Returns 'POSTED' if Trans line has been posted and will be ignored if 'POSTED' (required)

ErrorDesc

Text

Description of error posted back if record unsuccessfully posted

DeleteRecordFlg

DeleteFlag

Delete record if =X

AESOType

Text

Alternative (default),Equivalent,Superseded,Opportunity

AccCode

Text 6

Account Code for Alternate code

StockCode

Text 16

Stock Code for Alternate code

AltStockCode

Text 16

Alternate stock code

AltDesc

Text 35

Alternate Description

Alternate ReOrder:

 

 

ReOrderCu

Long

ReOrder Currency 1-89

ReOrderPrice

Double

REOrder Price

UseROPrice

Yes/No

Use Re Order Price Y/N

ReOrderQty

Double

ReOrderQty

UseReOrderQty

Yes/No

Use Reorder Qty

Equiv.,Super,Opp:

 

 

EqSupOppStockCode

Text 16

Stock Code for Equivalent,Superseded,Opportunity record

If present then Equivalent,Superseded,Opportunity import, else Alternative DB

DisplayOrder

Long

Display Order

ReplacementQty

Double

Replacement Qty

UseReplacementQty

Yes/No

Use Replacement Qty

Additional Lookups:

 

 

StockDescription

Text 35

Stock description from Stock record (Read Only)

EqSupOppStockDescription

 

Stock description for Equivalent,Superseded,Opportunity record

AccountName

Text 35

Account Name