PostTrans XL Visual Importer: Contacts and Roles
This is only available in the Professional version of PostTrans
This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Customer/Supplier Contacts and Roles data in Exchequer Enterprise. It uses a series of tags, placed in row 1, to identify the data to be Imported/Extracted/Amended. These tags can be easily added to a spreadsheet using the 
button, on the PostTrans Toolbar. The data is read from row 3 onwards, which allows you to put user descriptions in row 2.
Import Exchequer Customer/Supplier Contacts and Roles Features:
Extracting Customer/Supplier Contacts and Roles Data from Exchequer Enterprise
If tag "RelPosted" exists the in cell A1, to extract Contacts and Roles data press 
button, on the PostTrans Toolbar, this will allow you to add criteria to the lookup:
Here we are going to get all customers contacts 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 Customer/Supplier Contact records.
IMPORTANT : The [Add Lookup Values] will not detect potential duplicate records added to the spreadsheet.
Customer/Supplier Contacts and Roles available for update:
The following Tags are used to identify the corresponding fields in Exchequer Enterprise. Use the [Design] button (or Ctrl+Shift+D), on the PostTrans Toolbar, to access these tags. Click here for more Information on Designing templates.
|
Tag Name |
Data Type Length |
Description |
|
Required (Prof version): |
|
|
|
RolPosted |
|
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 |
|
DeleteRecordFlg |
DeleteFlag |
Delete record if =X |
|
AccountCode |
Text 6 |
Customer/Supplier Code relating to contact information |
|
ContactID |
Long |
Used to write back to correct Contact in Exchequer |
|
Contact Info: |
|
|
|
Name |
Text 50 |
Contact Name |
|
JobTitle |
Text 30 |
|
|
Phone |
Text 30 |
|
|
Fax |
Text 30 |
|
|
|
Text 100 |
Must be a valid email address |
|
Add1 |
Text 30 |
If contains a value then will tick "Contact has own address" automatically |
|
Add1 |
Text 30 |
|
|
Add1 |
Text 30 |
|
|
Add1 |
Text 30 |
|
|
Add1 |
Text 30 |
|
|
Postcode |
Text 30 |
|
|
Roles: |
|
|
|
General |
Flag |
X or Y otherwise not on role |
|
Quote |
Flag |
X or Y otherwise not on role |
|
Order |
Flag |
X or Y otherwise not on role |
|
Delivery |
Flag |
X or Y otherwise not on role |
|
Invoice |
Flag |
X or Y otherwise not on role |
|
Receipt |
Flag |
X or Y otherwise not on role (Customer only) |
|
Statement |
Flag |
X or Y otherwise not on role (Customer only) |
|
Debt1 |
Flag |
X or Y otherwise not on role (Customer only) |
|
Debt2 |
Flag |
X or Y otherwise not on role (Customer only) |
|
Debt3 |
Flag |
X or Y otherwise not on role (Customer only) |
|
Remittance |
Flag |
X or Y otherwise not on role (Supplier only) |
|
Roles: |
|
|
|
AccountType |
Text 1 |
C or S (for information purposes) |
|
AccountName |
Text 45 |
Account Name (for information purposes) |