Price Approval Add-In Excel Application
Instaling Add-In and registration
- To use this Add-In first the PostgreSQL ODCB Driver needs to be installed. ODBC Driver Folder
There is no user registration posibility. Requests to acces can be made under issues.
Application Wiki
Datamanagement System
Workflow
I. Client opens application:
- Complets form data
- Saves data (data to database) -Auto Notify Approver
II. Approver opens application:
- List of all prices (Data from database)
- Filters
- Approve (marks as aproved)
- Decline (marks as unaproved, notifies responsable user)
- Export filtered data to new excel workbook
Application Form Context:
Client Fields (features and validation)
Condition Type
Feature: entry is required, default value "0001", prefilled.
Sales Organization
Feature: entry is required, selection value "0201", prefilled.
Distribution Channel
Feature: entry is required, selection values "01", "02", "03"
Customer
Feature: entry is required, numeric filed (format: "######")
Validation: exact 6 char length, range should be between [399999] and [599999]
ex. for validation failed:
[strings] [any special characters] [23423] [23452345] lenght is <> 6, contains invalid characters and not in range.
ex. for validation passed:
[453123] [592314] lenght is = 6, and in range.
Material
Feature: entry is required, numeric field (format: "########")
Validation: exact 8 char length, range should be between [49999999] and [59999999]
ex. for validation failed:
[strings] [any special characters] [43423] [43452345]lenght is <> 8, contains invalid characters and not in range.
ex. for validation passed:
[51234567] [57654321]lenght is = 8, and in range.
Price
Feature: entry is required, string field (format: "#.###,00") is currency
Validation: maximal 6 char length
ex. for validation failed:
[strings] [any special characters other then "." or ","] [43452345]lenght is > 6 and contains strings
ex. for validation passed:
[012] [512] [5123] [544321]lenght is = 6, values displayed = [0,12] [5,12] [51,23] [5.443,21]
Currency
Feature: selection is required, dropdownlist
- list values: EUR, USD, GBP
Price Unit
Feature: no entry is required, numeric field (format: "####"), prefilled value is "1"
Validation: maximal 4 char length
ex. for validation failed:
[strings] [any special characters] [43423] [43452345]lenght is > 4, contains invalid characters.
ex. for validation passed:
[1] [12] [9999]lenght is < 4
Unit of Measure
Feature: selection is required if Price Unit field hase a valid value, dropdownlist
-
list values: CAR, RO, PC, KG, LM, M2
Valid from
Feature: entry is required, numeric field (format: "##.##.####") is date, autocompeted as todays date, user is allowed to change the entry.
Validation: exact 10 char length
ex. for validation failed:
[strings] [any special characters other then "."] [43423] [43452345]lenght is <> 10, contains invalid characters and it is not a date
ex. for validation passed:
[10.02.2009] [10022009] [31.12.2022]lenght is = 10 and it is a valid date.
Valid to
Feature: entry is required, numeric field (format: "##.##.####") is date, autocompeted as [31.12.9999] date, user is allowed to change the entry.
Validation: exact 10 char length
ex. for validation failed:
[strings] [any special characters other then "."] [43423] [43452345]
[10.02.2009] <= [Valid from field entry]lenght is <> 10, contains invalid characters,it is not a date and equals or it is in passt date compared to Valid from field.
ex. for validation passed:
[10.02.2009] [10022009] [31.12.9999]lenght is = 10, and it is a valid date.
Buttons
- Add Button
- Edit Button
- List (Currently added prices)
- Save Button
Fields available for approver
- Customer Filter
- Approved/declined Filter
- Approved/declined Date Filter
- Saved/notSaved Date Filter
- Export Button