| Welcome
to Excel Contracts! |
| Excel Contracts
Installation Instructions: |
| Excel Contract Manager is
an Excel add-in module. To install this add-in: |
- Download the file to a temporary
folder on your computer.
- Open Excel 2000 or Excel XP.
- Choose the Tools - Add-Ins menu
item.
- Choose the Browse Button.
- Browse to the temporary folder
containing the downloaded file.
- You may need to change the file
type to "All Files" before the file will be shown.
- Double click the Contracts
file.
- Answer Yes when Excel asks if you
want to copy the file to the Excel Add-In directory.
- Excel Contract Manager is now
installed as an Add-In for Excel.
- Exit and re-start Excel.
|
|
| The Most Common Cause of Error
Messages: |
| You did not set the volume units correctly. Check and double check
these settings. They must be exact and you must have network access to the
folders specified in the setup screen. A valid location for a contract file would be something like:
d:\ddms\in and not d:, or d:\ddms\contracts.dbf. |
|
| Second Most Common Cause of
Error Messages: |
| You must have the ODBC
drivers loaded on your PC to allow Excel to communicate with
other database sources. The default installation of Office
2000 will load the ODBC drivers for you. If you get a Compile
Error, then you need to download the latest ODBC drivers from
Microsoft. Visit the Database
Drivers Page on this Website for instructions on downloading and installing
these drivers. |
|
| Other Tips For Using
Excel Contract Manager: |
- Make sure you are on a blank worksheet before outputting a contract.
- Use the Cancel Button to stop outputting a contract, don't just
close Excel during an output.
- Don't change worksheets while a contract is being output.
|
|
| Excel Contracts
Setup Instructions: |
| Before attempting to use
Excel Contract Manager, make
sure you check and perform the following tasks: |
- The computer you are using must be able to access your DDMS server
through your network.
- You must have a permanent drive connection to your DDMS through a
mapped network drive letter.
- You must be able to see all folders under the DDMS folder (i.e. SR,
IN, etc.)
- Note the drive letter of the mapped network drive and the full path
name to your data files (i.e. "J:\DDMS\IN")
- Print your L0 Parameters screen from your DDMS system.
|
|
|
|
| Additional Resources: |
| If you need additional
assistance installing eShare Excel Contracts, then please
email support@opsoftware.com. |
|
|
| Setting up and Using Excel
Contracts: |
| Setting Up Excel Contracts: |
| Open Excel and select the Data Menu. You will now see
a new menu item below "Get External Data" called "Get DDMS
Data" (Click image for larger view) |
|
| Choose this new menu item and a sub-menu will appear with
Contracts
Setup Contracts choices. Choose the Contracts Setup
item. The following setup screen will appear: (Click image for
larger view) |
|
| Make
sure you enter all the locations in this screen. Check your L0
parameters before you set these locations. Once set, click the
Accept Button to save your changes. |
|
| Using Excel Contracts: |
| Choose the Data - Get DDMS Data - Contracts Menu Item. An
OPSoftware splash screen will be shown if this is the first time you
used Excel contracts during this session. (Click image for larger
view) |
|
| Important! |
| If this is the first time you are
using Excel Contracts, be sure to choose the Check Database Settings
option and click the Next Button. This will check the database location
settings and verify that Excel Contracts is working properly! |
|
| Select Action Screen: |
|
Select a action to perform on your contract data from the
Action Screen: (Click image for larger view) |
|
- Output Contract Header Records will output to the current
Excel sheet a listing of all contracts in your DDMS system. It shows
Contract Number, Description, Start Date, End Date, Set Cost Flags,
Flexible/Fixed Flag, the Number of Items on the contract, and the
number of customers assigned to the contract.
- Output Customer Style Contract will output to the current
Excel sheet a customer style contract showing Item Number, Prefix,
Description, Unit, Quantity, Sell Price, List Price, and Discount
Percent. You can delete any columns you would not want a customer to
see.
- Output Customers on Contract will output a list of all
customers currently assigned to the selected contract. The listing
shows Customer Number, Department, Customer/Department Name, and all
four contracts the customer is assigned.
|
| Choose an option and click
next. Some options will ask you for a Contract ID. Remember, the contract
ID is case-sensitive! |
|
|
