IRIS Exchequer Enterprise Plug-ins

Features:

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:

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:

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

IRIS Exchequer Bill of Materials Fields 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.   more Information on Designing templates.