IRIS Enterprise - Import Job Time Rates 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 Time Rate Data from Exchequer Enterprise

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

Here we are going to get Time Rates for Job "BATH01".  We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Job Costing Time Rate records.

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

Amending the Exchequer Enterprise Job Time Rate 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 Time Rate 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

Job Time Rates may not update properly due to bugs in COM Toolkit.

Also once imported Currency codes cannot be changed and some times the COM toolkit gives error "Update not possible as original version of record not found".

  [ More about Exchequer Software ]  [ IRIS Enterprise Software ] [ WebRangle Linking ]

Last modified: August 18, 2006