PostTrans XL Visual Importer: Import Exchequer Job records
This is only available in the Professional version of PostTrans
The "Job" Example shows this in action. more information on PostTrans examples
Related Imports:
Features:
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:
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.
Amending the Exchequer Enterprise Job Costing Data
Having extracted data, the user can now simply edit the 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
Import Exchequer Job records fields available for update:
|
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 |
|
|
User3-4 |
Text 20 |
User 3-4 |
|
User5-10 |
Text 20 |
User 5-10 (V6.9+) |
|
Quote: |
|
|
|
QuoteCurrency |
Integer |
Quoted in Currency |
|
QuotedPrice |
Double |
|
|
Dates: |
|
|
|
StartDate |
Date |
|
|
EndDate |
Date |
|
|
RevisedEndDate |
Date |
|
|
Notes: |
|
|
|
GNotes |
Memo |
General notes (Deletes notes if existing) |