Postcode Programming API  PostTrans XL Visual Importer: Edit Picked Qty and other Transaction Line Fields


This is only available in the Professional version of PostTrans

Uses

  • Pick Items in daybook
  • Add extra lines to transaction
  • Amend Works orders
  • Update prices in daybook
  • Update user defined fields
  • Adding notes to Transaction in daybook or posted
  • Add/Update links to external documents on transactions
  • Amend curtain fileds on posted transactions

  Demonstration Video:


            Show me a demonstration video

The "Update Lines.xls" Example shows this in action. more information on PostTrans examples



Features:


Update Transaction line

This PostTrans functionality allows a template to be created which will update Transaction header and line fields which are sitting in the daybook, and if posted then the Red fields listed in the table below. + Payment ref on SCR SRI

 

In the above example, which is included in the installation, the sheet will update lines on transactions.  In this case three transaction.   The Picked Qty will be updated for each stock code specified.   This matches the lines based on THOurRef, which is the format OurRef_LineNo. 

"System Settings >> Other >> Update Lines", Tag updated Transaction, allows transactions to be Tagged when updated.  Thus POR/SOR can be picked, then processed, to Delivery/Invoice, in Exchequer using tag filter.  Enter "DAY" to use today's day number.

Transaction Header fields (those beginning with TH) must be updated

Lines can be added to end of transaction but THOurRef must be the transaction ref (with no Lines numbers), as shown in row 10 on the above example.

Restrictions

When posting MUST be in THOurRef order

Transactions must be in daybook and the lines must be updated with sensible values.


Edit Transaction Line fields available for update:


Tag Name

Data Type Length

Description

Required (Prof version):

LinePosted

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

THOurRef

Text

Transaction to update, as of V6.1.12 this has line number appended to specify specific line to update.  Format OurRef_LineNo.

Used for Lookup, not updateable:

THAccountCode

Text

THAccountName

Text

TLQtyOutstanding

Double

TLQtyWrittenOff

Double

TLQtyDelivered

Double

THOutStandingOrderVal

Double

Outstanding Order Value for whole transaction

TLOutStandingOrderVal

Double

Outstanding Order Value for line

THFollowWebLink

Double

Adds a Hyperlink to allow user to follow first Web Link

THFollowLink

Double

Adds a Hyperlink to allow user to follow first linked document

THLastGenNote

Double

Show the Last note in general notes, use "System Setting - Other - Display X Notes lines" to limit the number of lines.

THLastDateNote

Double

Show the Last note in dated notes, use "System Setting - Other - Display X Notes lines" to limit the number of lines.

Fields updated:

TLStockCode

Text

TLDescription

Text 55

Line 1 description.  Multiple lines CANNOT be updated

TLQty

Double

TLQtyPicked

Double

TLQtyBuilt

Double

TLQtyUnderOver

Double

TLQtyPickedWO

Double

TLQtyMultiplier

Double

TLNetValue

Money

TLDiscount

Double

Discount. Use 'Discount as %' under 'Trans Switches' in system setting

TLCostPrice

Money

TLCostCentre

Text

TLDepartment

Text

 

TLUser1

Text

Posted transaction can be updated

TLUser2

Text

Posted transaction can be updated

TLUser3

Text

Posted transaction can be updated

TLUser4

Text

Posted transaction can be updated

THUser5-10

Text

Line user field 5-10 (V6.9+)

TLJobCode

Text

TLAnalysis

Text

TLMultiLocation

Text

TLGLCode

Integer

GL code on line

TLLineDate

Date

Line Date (V6 Onwards) 

On a SOR or POR the header Due Date will be edited to the oldest line date

Posted transaction can be updated

Update Header fields:

The following was added to V6 onwards...

THYourRef

Text

Update header values

THAltRef

Text

THUserField1

Text

Posted transaction can be updated

THUserField2

Text

Posted transaction can be updated

THUserField3

Text

Posted transaction can be updated

THUserField4

Text

Posted transaction can be updated

THUserFiled5-10

Text

Header user field 5-10 (V6.9+)

THTagNo

Integer

Posted transaction can be updated

THJobCode

Text

THAnalysisCode

Text

THNoLabels

Integer

THTransDate

Date

THDueDate

Date

This overrides any value set by TLLineDate on the Header.  

To update POSTED thDueDate the Transaction Type must be one of: dtSIN, dtSCR, dtSJI, dtSJC, dtSRI, dtSRF, dtPIN, dtPCR, dtPJI, dtPJC, dtPPI, dtPRF

Posted transaction can be updated

THDelAddress1-5

Text

 

THDelCountryCode

Text

Links

 

The following tags should be used in pairs.  You must specify the PATH and Name

If on a series of lines, for same transaction, then PostTrans will look at first line

THLinkDocName_Overwrite

Text

Delete All and add Linked docs with Name

THLinkDocPath_Overwrite

Text

Delete All and add Linked docs with Path to doc

THLinkDocName_Add

Text

Add Linked docs with Name

THLinkDocPath_Add

Text

Add Linked docs with Path to doc

THWebDocName_Overwrite

Text

Delete All and add Linked docs with Name

THWebDocPath_Overwrite

Text

Delete All and add Linked docs with Path to doc

THWebDocName_Add

Text

Add Linked docs with Name

THWebDocPath_Add

Text

Add Linked docs with Path to doc

Notes

 

 

THDatedNotes_Add

Text

Add a Dated Note.  User is set in system settings "Trans Header Cells 3", "User" under "Transaction Header Dated Notes"

THGeneralNotes_Add

Text

Add a General Note

Special

   

JBContact

Text

If transaction relates to Job then return/edit Job Contact

JBManager

Text

If transaction relates to Job then return/edit Job Manager

JBUser1-10

Text

If transaction relates to Job then return/edit Job User1-10

Special

   

TLPaymentRef

Text

When used PostTrans will allow the update of PayRef on SCR/SRI.   But all other update fields will be ignored, thus when used will only update PayRef  on SCR/SRI.  The lookup window will query SCR/SRI's.  V6.1.30 onwards.