Exchequer Software Plug-ins

Import Exchequer Alternate Stock Database Features:

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To extract Alternative Stock Database for particular Stock records press [Update Lookups], on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Here we are going to get all Alternative Stock codes under the heading "CONTROLPANELS".  We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Alternative Stock code records.   

IMPORTANT : The [Add Lookup Values] will not detect potential duplicate records added to the spreadsheet.

Amending the Exchequer Enterprise Alternate Stock Code Database

Having extracted data, the user can now simply edit the Enterprise data, before re-importing it back to Exchequer Enterprise.  

Importing new Exchequer Enterprise Alternate Stock Code Database

Simply add new lines to the spreadsheet from row 3 onwards.  Then press [Post Transactions], on the PostTrans Toolbar,  to import Exchequer Enterprise data.  

Alternative Stock Code Database Required fields

To Import/Extract/Amend Exchequer Enterprise Customer/Supplier Data, the following Tags/Fields must be specified:

AltPosted

Cell A1 must equal

StockCode is used to detect end of spreadsheet.  PostTrans will stop Importing/Amending, from row 3 onwards, when this field is empty.

Restrictions

Does not update existing Equivalent, Superseded, Opportunity records.  Delete then re-import data

Deleting Alternate Stock Code Database records

Alternative Stock code Database records can be deleted by entering "X" in the "DeleteRecordFlg" tag.

For example:

Special notes regarding Alternate Stock Code Database records

To Import/Extract/Amend Alternative Stock codes we suggest the following:

 

To Import/Extract/Amend Equivalent, Superseded, Opportunity records we suggest the following:

Please look at example provided.

Exchequer Alternate Stock Code Database fields available for update:

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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):
AltPosted	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
DeleteRecordFlg	DeleteFlag	Delete record if =X
AESOType	Text	Alternative (default),Equivalent,Superseded,Opportunity
AccCode	Text 6	Account Code for Alternate code
StockCode	Text 16	Stock Code for Alternate code
AltStockCode	Text 16	Alternate stock code
AltDesc	Text 35	Alternate Description
Alternate ReOrder:
ReOrderCu	Long	ReOrder Currency 1-89
ReOrderPrice	Double	REOrder Price
UseROPrice	Yes/No	Use Re Order Price Y/N
ReOrderQty	Double	ReOrderQty
UseReOrderQty	Yes/No	Use Reorder Qty
Equiv.,Super,Opp:
EqSupOppStockCode	Text 16	Stock Code for Equivalent,Superseded,Opportunity record If present then Equivalent,Superseded,Opportunity import, else Alternative DB
DisplayOrder	Long	Display Order
ReplacementQty	Double	Replacement Qty
UseReplacementQty	Yes/No	Use Replacement Qty
Additional Lookups:
StockDescription	Text 35	Stock description from Stock record (Read Only)
EqSupOppStockDescription		Stock description for Equivalent,Superseded,Opportunity record
AccountName	Text 35	Account Name