Postcode Programming API  PostTrans XL Visual Importer: Import Exchequer Job Employee Time Rate records


This is only available in the Professional version of PostTrans

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


Features:


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:

Exchequer Enterprise Job Time Rate criteria

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.

Exchequer Enterprise Time Rate Job Costing Data

Amending the Exchequer Enterprise Job Time Rate 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 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".


Exchequer Job Employee Time Rate fields available for update:


Tag Name

Data Type Length

Description

Required (Prof version):

 

 

JobTimeRatePosted

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

RateCode

Text 10

Rate ID

EmployeeCode

Text 10

Employee Code if Employee Rate else blank

JobCode

Text 10

Job Code if Job Rate else blank (Future Dev)

AnalysisCode

Text 10

Job Anaysis Code

Description

Text 30

Description

Rates:

 

 

CostCurrency

Integer

Cost Currency (Default=1)

TimeCost

Double

Cost

ChargeCurrency

Integer

Charge Currency (Default=1)

TimeCharge

Double

Charge Out

Identifiers:

 

 

PayrollCode

Integer

Payroll integration

PayFactor

Integer

Payroll integration