This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Stock Bill of Materials 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. More Information on Design and Tags.

Demonstration Videos

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

Extracting Bill of Materials Data from Exchequer Enterprise

To extract Stock Bill of Materials data press [Update Lookups], on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Exchequer Enterprise Bill of Materials

Here we are going to get all stock components which make an alarm system "ALARMSYS-DOM-1". We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Stock records.

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

For example "ALARMSYS-DOM-1" may have three sub assemblies:

Exchequer Enterprise Bill of Materials IMport

Amending the Exchequer Enterprise Bill of Materials Data

Having extracted data, the user can now simply edit the IRIS Enterprise data, before re-importing it back to Exchequer Enterprise. Note the spreadsheet should be in "BOMStockCode" code order before being re-imported into IRIS Enterprise. Only BOMS shicha have changed will be

Importing new Exchequer Enterprise Bill of Materials Data

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

Deleting Exchequer Enterprise Bill of Materials Data

If you wish to remove a line from a bill of materials, simple put an X in the deletion column:

Bill of Materials Required fields

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

BOMPosted, ErrorDesc, BOMStockCode, ComponentStockCode, Qty

Cell A1 must equal BOMPosted

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

Restrictions

Note the spreadsheet should be in "BOMStockCode" code order before being re-imported into IRIS Enterprise

Exchequer Enterprise Bill of Materials 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:
BOMPosted	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
BOMStockCode	Text 16	Stock Code of Parent Stock code
ComponentStockCode	Text 16	Stock Code of BOM Item
Qty	Double 1	Qty
Additional Lookups:
UnitCost	Double	Unit cost (Read only)
ComponentStockDescription	Text 55	Stock description of Child Item (Read Only)
BOMStockDescription	Text 55	Stock description of Parent Item (Read Only)

PostTrans: PostTrans for Exchequer Software Prices

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Last modified: August 18, 2006