Clear transaction and copy down formula
Pressing the Clear button on the PostTrans toolbar, clears the sheet ready for data entry.
In a transaction based template the Clear button will look at the contents for row 27 and depending on the content of each cell PostTrans will:
“X” - Delete the content of the column from row 30 onwards.
Formula - Copied down the sheet from row 30 onwards.
Any other value - Copied down the sheet from row 30 onwards. Thus “0” will copy down the value of 0, or any other default value.
The Tag button, “Current Tag Properties” tab, gives access to window which helps set these settings:
The following discusses how PostTrans stores these settings. But it is best to use the above “Current Tag Properties” window to edit such settings.
Example: Press Help, on the PostTrans toolbar, then select example “Copy formula down sheet” which is the example discussed below. You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.
Pressing Clear button, on the PostTrans toolbar, will result in:
Stop Header cells being cleared
When the Clear button is pressed on a Transaction it will clear most, but not all of the Header fields. Be default the Transaction Type is not cleared.
A “!” at the end of the Tag name in the Cell comment, designates the call as not to be cleared when pressing the Clear button.
Example: Adding a margin formula
To add a margin formula to the sheet, to display the Profit margin of each line we use the formula:
First we require the product cost price. This can be added by clicking on the last free column, row 30. In this case Column K, and adding tag PrCostPrice which gets the product cost price as products are added to the lines:
Next we add the Margin in column F, so lets insert a column in F and move any titles to give:
Now add formula in cell F30:
=((E30-L30)/E30)*100
We can then copy this down the sheet to give, and give title:
This is great but when we press Clear button, the formula will disappear, so now we copy the formula to cell F27:
The formula gives an error #VALUE! because the cells it is calculating on contain PostTrans clear tags, but will be fine when PostTrans copies it down the sheet.
This formula will also be used when the PostTrans
Quick start an Order
The best method to start a new transaction is to simply save the PostTrans template, as an “Excel Template” (.XLT or .XLTX), and then create a shortcut to the template for each user. The user then simply opens a new sheet based on the saved XLT file, which is very difficult to damage since Excel will not save over the XLT file.
More information on Excel Template files:
https://support.office.com/en-nz/article/Save-a-workbook-or-worksheet-as-a-template-58c6625a-2c0b-4446-9689-ad8baec39e1e
http://www.homeandlearn.co.uk/excel2007/excel2007s8p1a.html