Comtek Accounts : Exchequer Software Enterprise Reseller for Accounting, Telesales, CRM Goldmine, ACT, MicroSoft CRM, Exchequer Plug-ins and Addons
 

ComTek Accounts

    Home Page

    Where Are we?
         Full list of Exchequer Add-ons
         Interactive Remote Support

    Pay us by Credit Card 
 

Remote Ordering Via PDA

    Reps taking customer orders
 

IRIS Enterprise CRM Links

    Master Link for Goldmine

    Master Link for ACT

     Prices, 

     Download and FAQs
 

Enhanced TeleSales

    Enhanced TeleSales

 

     Prices
 

PostTrans, XL Importation

    About PostTrans

    Import Transactions

    Stock take Batch/Multi-Bins

    Import Customer/Suppliers

    Import Stock

    Import Price Matrix

    Import Bill of Materials

         Import Bank Rec  

    Import General Ledger

    Import Price Matrix

    Import Alternate Code DB
         Import Multi-Buy

    Order from Cheapest Supplier
       Edit Line/Header in daybook 

    Enhanced Reordering
         

     Prices, Installation, Examples

     Licensing, System Setup, Lookups

     Download and FAQ
 

XML importation

     About PostTransXML
 
 

Data warehouse MS Access/SQL

    Reporting in MS Access/MS SQL
 
 

Other IRIS Enterprise Enhancements

    Notes Plug-in for Popup Alerts

    Statement Filter

    Order from cheapest Supplier

    Auto Maintain Price Matrix

    Distribution route planning

    Pick all on a WOR

    Prioritised bespoke picking list

    Hide Stock Descriptions

    VAT report by Cost Centres

    Produce Stock control

    Stock Consignment module
 

Training

    OLE Training

    Fixing OLE Referances

    Pivot Tables
 

Other Software

   Online Backup Software

   Postcode Address Lookup

   UltraVNC Single Click
 
 

IRIS Enterprise - Import Job records using PostTrans

This is only available in the Professional version of PostTrans

Demonstration Videos  

 

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

Extracting Job Costing Data from Exchequer Enterprise

To extract Job Costing data press [Update Lookups], on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Exchequer IRIS Enterprise Job Costing criteria

Here we are going to get all Job with "SAM" in user field 1.  We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Job Costing records.

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

Exchequer IRIS Enterprise Job Costing date for import

Amending the Exchequer Enterprise Job Costing Data

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

Importing new Exchequer Enterprise Job Costing 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.  

Restrictions

At present the COM toolkit does not give access to QS Code.  Therefore PostTrans cannot import QSCodes on to Job record

 

Tag Name

Data Type Length

Description

Required (Prof version):

 

 

JobPosted

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

JobCode

Text 10

Job ID

JobContractCode

Text 10

Contract Job ID

JobTypeCode

Text 3

Job Type code

JobType

 

Contract,Job,Phase

CustomerCode

Text 6

Customer

Charge Type

Integer

Time and Materials,Fixed Price,Cost Plus,Non Productive

Description

Text 30

Job Description

JobStatus

Integer

Quotation,Active,Suspended,Completed,Closed

Other:

 

 

JobAltCode

Text 10

Job Alternative ID

Contact

Text 25

 

Manager

Text 25

 

SORReferance

Text 9

 

Completed

Yes/No

True if Completed (Read Only)

User fields:

 

 

User1

Text 20

 

User2

Text 20

 

User3

Text 20

 

User4

Text 20

JobType

Quote:

 

 

QuoteCurrency

Integer

Quoted in Currency

QuotedPrice

Double

 

Dates:

 

 

StartDate

Date

 

EndDate

Date

 

RevisedEndDate

Date

  

Notes:

 

 

GNotes

Memo

General notes (Deletes notes if existing)
 

PostTrans: PostTrans for Exchequer Software Prices

Import PostTrans for Exchequer Software Transactions, PostTrans for Exchequer Software Customer/Suppliers, PostTrans for Exchequer Software Stock, PostTrans for Exchequer Software BOM (Bill of Materials) (, PostTrans for Exchequer Software  Price Matrix, PostTrans for Exchequer Software Alternate Code DB, PostTrans for Exchequer Software Job, PostTrans for Exchequer Software Job Analysis, PostTrans for Exchequer Software Job Rates, PostTrans for Exchequer Software Employee, PostTrans for Exchequer Software Order from cheapest supplier, PostTrans for Exchequer Software Enhanced Reorder, PostTrans for Exchequer Software Serial/Batch and Multi-Bins, PostTrans for Exchequer Software Examples included

 

 

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Last modified: August 18, 2006