Exchequer Software Plug-ins

Demo Videos:

Please click on one of the videos below to view:

             Introduction to Live Lookups 3:50 mins

             Orderpad using telesales history 6:00 mins

             Orderpad using list defined in account discount matrix 4:28 mins

             How to set up Live Lookups 7:04 mins

This has now been replaced by “In-Cell Searching”

Click here for details

Examples:

Several examples of live lookups are included in the PostTrans subdirectory of Exchequer. These are all prefixed with "LIVE LOOKUP". Some of these examples are taken from existing examples but enhanced with the live lookup functionality listed on this page.

Sheets of particular interest are:

LIVE LOOKUP SQU and stock edit.xls

This contains a special sheet which allows the user to edit stock items, and if they are Bill of material stock items allow you to edit the Bill of materials contained in the build. Allow stock items to be copied. Therefore templates can be created bespoke stock items created by copying existing items and easily editing the stock descriptions. Six lines of stock description automatically wordwrap. As quantities entered the stock price will change according to the stock discount matrix within Exchequer.

LIVE LOOKUP Stock from matrix.xls

When the account code is entered in the header of the transaction, in this case and SQU, the sheet is populated with any stock items entered with bespoke pricing in the stock discount matrix. This allows for bespoke OrderPad fridge individual customer to be defined within Exchequer, and PostTrans used to create a sin, saw or and SQU. As quantities entered the stock price will change according to the stock discount matrix within Exchequer.

LIVE LOOKUP Telesales.xls

In the account code is entered in the header of the transaction spreadsheet is populated with stock from telesales history. This does require the stock history/telesales module within Exchequer. As quantities entered the stock price will change according to the stock discount matrix within Exchequer.

Other PostTrans examples

To enable PostTrans Live Lookup:

The Tag in cell A1 must contain “TransLookup”, and be enabled in System Setup under the “Live Lookup” tab, to enable this Live Lookup.

Do not enable if using on remote system, and do not load PostTransLIVELookup.xla and PostTransLookup.xla as they will conflict with each other.

PostTransLIVELookup.xla will, when first triggered, open the Current Exchequer Company as pointed to in PostTrans Setup.

Must have a PostTrans PRO license.

Inhibiting LIVE Lookups:

Due to the way the Live Lookups work, it can be triggered every time bespoke code updates a spread sheet. To stop LIVE Lookups doing this simply set registry using VBA before the update:

SaveSetting AppName:="PostTrans", section:="Update", Key:="LockOut", Setting:=1

And to turn back on when finished:

SaveSetting AppName:="PostTrans", section:="Update", Key:="LockOut", Setting:=0

Setting Focus Chain

You can define the path the user should take while using the template. This can be defined by entering in cell B1 “Chain:x”, where x is the path the focus should take through the sheet.

So if we enter “Chain:d3,d5,d7,d9,e25,f,i,j,e+1” in cell B1, then if the user presses Enter or Tab key in cell d3 then the cursor will move to cell d5, and next to d7 and then d9. Finally jump to stock code entry in cell e25. And whilst the cursor is in the data rows moving from column f will make focus jump to column i, and from column j will cause the cursor to move back to column e and down one row.

Ctrl+Enter to insert a row

Search Functionality

The following will match any chars type user types in field

• VAT
• Currency
• Location
• Cost Center
• Department
• Employee Rate
• Job Type
• Analysis Code
• Job Rate

The following areas offer more specialised searching options

Account

Prefix	Description
None	Account Code
?	Alt Code
\	Name (This is “\” as in Exchequer, as “/” is a hot key in excel)
**	Any word in Name/Phone/Address or Del Address (Scans through all records)
:	Postcode

Stock

Prefix	Description
None	Stock Code
?	Alt Code
\	Name (This is “\” as in Exchequer, as “/” is a hot key in excel)
**	Any word in description (Scans through all records)
<	Barcode

GL

Prefix	Description
None	GL Code, Parent Code or start of description
?	Alt Code
\	Name (This is “\” as in Exchequer, as “/” is a hot key in excel)
**	Any word (Scans through all records)
<	Parent

Job

Prefix	Description
None	Job Code
?	Alt Code
\	Name (This is “\” as in Exchequer, as “/” is a hot key in excel)
**	Any word (Scans through all records)
<	Account Code

How to configure:

Most of the searching works “out of the box” as PostTrans uses the field tags (normally in row 18) and heading mappings to identify where lookup is required.

When searching for stock and accounts, you can now opt to have a multitude of the fields and columns to update, without the need for OLE functions. To enable this functionality, we simply list a series of fieldname and either the cell ref or column letter depending on the type of field, under the system setup “LIVE lookups” tab:

Account example

After search for an account, in header section of transaction, we may want the Company Name and phone number to appear in cells C2 and C3.  To do this we enter:

AcName,C2, AcPhone,c3 in the “Account Mappings” field

We can then make PostTrans Live Lookup do extra things by entering a list of other options in the "Account Options" field.

Show general notes after selction. Simply add ShowGenNotes

Or say we want PostTrans to populate the sheet with all stock defined in the account discount matrix, we simply add FillWithMatrixEntries

And to do both ShowGenNotes, FillWithMatrixEntries more info account mappings and options

Stock example

Say we have the “StockCode” tag in column C. The PostTrans Live Lookup will the automatically popup whenever the start of a stock code is entered in that column below line 20.

So after a lookup we want Column D to contain the Stock Description, F the Price to the customer, and Qty in Column E.

So we enter:

StFullDesc,D, STPrice,F, STSetAccountCode, C4 in the “Stock Mappings” field

This tells the Live Lookup to put stock description in Col F, And the Price to the customer in col F, based on the account code in C4. When the user changes the Qty in column designated by PostTrans Tag “Qty” the price will be refreshed in Col F.

We can then make PostTrans Live Lookup do extra things by entering a list of other options in the "Stock Options" field.

We may want the search window to show free stock, in which ever location is specified on the account record, so we use ShowFree.

And after selection show any general notes which are against thet stock item, so now we have ShowFree, ShowGenNotes

Next we may want PostTrans to expand the stock item to list any sales oportunaties we have defined for that stock item. The list would now become. ShowFree, ShowGenNotes,ExplodeOpp more info stock mappings and options

Account Lookup Options:

Account options switches

These are entered in the "Account Options" field under the "LIVE Lookups" tab

                ● uses mappings from stock to fill in stock          ○ requires StkColRef to be specified to define stock col

Account mapping list

This is a comma seperated list of tags, followed by column Letter, or Cell reference.