Administration

Installing

Use the following link to download the setup file. Once downloaded follow these steps to install.

 

 

Licensing

Request for a license key can be made via email. Send your request to incident@synergyresources.net and included the product name, company name and local Windows domain name with your request.

Open application using Run As Administrator

            Enter you license key in the textbox

 

 You will receive a message box if the key was successful or failed.

Data Connection

 The “Change…” button enables the switch between SQL Server & Oracle For
or log on security, enter user name and password and select “Save my password”

Updating

1.       To update go to Help >  About

2.       Click on the link – Check for Updates

3.       The application will check to see if there are any new published updates.

4.       The next screen will confirm if you are on the latest version or if there is an update show a list of features & defects that are a part of the update.

5.       Click close or follow the prompts to update your software.

a.       If updating the application will auto download the update and install.

User Guide

Main Screen

        To open the review screen or import a file the following information is required.

1.       Select a Customer ID from the dropdown

2.       Select file to import

3.       Select layout that should be used for importing

Review screen

Using the review screen enables the ability to see what changes will happen before running the import function.

Use the Excel icon in the top left corner to export what is on the screen. The lines color coding has the following definition

Green – An issue was found with that line, see error column for specific error

Orange – A match was found and the quantity is different

Black – A match was found and no changes were found

Red – A matching Visual line was not found on the spreadsheet

Import file

Layouts

The application is preloaded with four default layouts:  Pratt & Whitney, GE, UTAS, Derco

Adding \ Editing Layouts 

To add\edit\delete a layout definition open the Layout Designer from File à Layout Designer

Use the following screen to define the look up in Excel to match the label with the column. For example, if the purchase order is found in column B in the Excel file – enter B next to Purchase Order, part id is found in column F – enter F next to Part ID, etc. 

Use the formula textbox to enter an Excel formula and populate the column box with the last non-used (empty) column. This is used to filter rows in the file to be processed or not. If the formula return a true – the row will be processed, if it returns false – it will be skipped.

(Note: Purchase Order, Part ID, Desired Date and Qty are required entries) 

(If you would like to back up your layout definitions it is found in the root install directory, with a file named of layouts.json.)