Postcode Programming API  PostTrans Live : Exchequer BOM Stock Item


Available V4.2 Jan 2014 : Pro Version

These functions are specific to the “Stock Edit” sheet which was developed for a specific customer. It allows the user to read in a Exchequer stock item, edit, then save or copy stock item, including the edit of the BOM items if a Bill of Materials item. It also has work wrapping on the 6 stock description lines.

This allows them to create bespoke stock items before adding to a quote using the LIVE Lookup.

 

 

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Demo Videos:


Please click on one of the videos below to view:

             Introduction to Live Lookups 3:50 mins


Special Notes:


Cell A1 must contain "StockUpdate"

To delete BOM items, specify 0 Qty

Note : The BOM section is cleared from columns A-Z


Exchequer Stock Edit Example


The top half for the sheet allows the edit of the stock item, yellow in the example. These fields can be customised using the “Other” tab in the “Live Lookups” section of PostTrans system setup.

Exchequer Stock item edit

In this case the BOM items are specified from row 50.

The BOM Qty can be adjusted, or items deleted by setting Qty to 0.  Items can be added by simply adding a stock item in column C, with stock search dialogue. 


LIVE Lookup Mappings:


The “Other Options”, under the “Live Lookups” tab specifies the mappings of the major fields needed.

Stock item edit settings

These must be specified in the following order, and all are required:

StockCode, StockStaus , Desc1, Desc2, Desc3, Desc4, Desc5, Desc6, DescOverflow, StockType,StockVal, BOMStockCol, PerfSupp, CostPrice, CostPriceCur, ReOrderCostPrice, ReOrderCostPriceCur,BOMCount

For Example

E3,E4,E7,E8,E9,E10,E11,E12,E13,G3,G4,C,E14,E15,G15, E16,G16, O46

Tag Name

Description

StockCode

Stock code of stock item. Provides a search on this cell.

StockStaus

Status. Returns Read, Saved, Created or error.

Desc1-6

Description 1-6 with word wrap

DescOverflow

Text over flow if did not fit into 1-6

StockType

Product, BOM. Read Only.

StockVal

Valuation type. Read Only.

BOMStockCol

Column which contains stock item for BOM item. Provides a search on this cell.

 

PerfSupp

Preferred supplier of stock item.

Provides a search on this cell.

CostPrice

Cost price from stock item

CostPriceCur

Cost Price Currency

ReOrderCostPrice

ReOrder Cost price from stock item

ReOrderCostPriceCur

ReOrder Cost Price Currency

BOMCount

Cell to store the number of Exchequer stock items in BOM. This is needed to detect additions or deletions to BOM.

Additional mappings

The following are optional:

For Example

StkUser1,E17,BOMType,B,BOMQty,D,BOMDesc,E,BOMCost,F,BOMCostCur,G, BOMStkCost,I,BOMStkCostCur,J, BOMCRC,Z

Tag Name

Description

Special:

BOMCRC

Needed to detect changes to BOM items.

BOM Mappings:

BOMType

P/B. Read Only.

BOMQty

Qty in BOM

BOMDesc

Stock item description. Read Only.

BOMCost

 

Cost on BOM record. Read Only.

BOMCostCur

Cost Currency on BOM record. Read Only.

BOMStkCost

ReOrder Cost on BOM record. Read Only.

BOMStkCostCur

ReOrder Cost Currency on BOM record. Read Only.

Stock Record Mappings:

StkUser1-10

Stock user field 1-10

StkUnitOfStock

Text

StkUnitOfSales

Text

StkUnitOfPurch

Text

StkSalesMultiplier

Number

StkPurchMultiplier

Number

Intrastat:

StkIntVatCode

Code

StkIntCommodityCode

Code

StkIntUnitDescription

Text

StkIntUnit

Number

StkIntSalesUnitWeigh

Number

StkIntPurchUnitWeight

Number

StkIntPurchMultiplier

Number

StkIntCountryOfOrg

Text