Exchequer Software Plug-ins

Features:

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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 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:

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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