Bill of Materials Wizard

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  • Getting Started

Getting Started

 
This section provides a new User with tips on how to get started using the Bill of Materials Wizard.
 
1.   Enable Macros – The worksheet requires the macros to be enabled.
 
When the worksheet is first opened on the menu bar the following will appear.  Click on ‘Enable Content’.
 
 
2.  Unable to see Wizard Ribbons - If this occurs then your security settings are too high. Bill of Materials Wizard is written in VBA, and you must allow macros to run before you can run the program. 
Close the worksheet from the Excel menu then navigate to the following based on your version of Microsoft:
 
a)    Developer tab > Code group > ‘Macro Settings’. 
b)    In ‘Macro Settings’, select the ‘Disable VBA macros with notification’.
c)    Re-open the worksheet and you should receive the message shown above.
Note - If the Developer tab did not display, click the Microsoft Office button , then click the ‘Excel Options’ button. In the ‘Popular’ category, select ‘Show Developer tab in the Ribbon’.  You should now be able to go back to the Developer Tab to make the security changes.
 
 
3.  Wizard Ribbons – See the note below for details on the Ribbons provided by the Wizard.
Refer to section:  Ribbons
 
4.  Row 9 - The column names are stored in row 9.  These are fixed and cannot be changed. 
a)    Do NOT insert or delete rows before row 10.
b)    The case of the column names is not important, but spelling is.  If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned.  
c)    You can move the columns anywhere you like, hide, or even delete them if they are not required.
 
5.   Populate the Worksheet - There are a number of options available to populate the worksheet:
 
a)       You can type or paste the relevant values directly into the worksheet (no validation is performed until you run the upload program).
 
b)       You can use the data entry forms provided to enter and validate the values.
 
c)       You can download existing data and modify the information to update the record.
 
d)    You can download existing data and use this as the starting point to create new records. Note if you are downloading an existing record to create a new one you need to remove the IDs of the existing records.
 
 
6.  Demonstration Script – To familiarize you with this Wizard a Demonstration Script is available.  This will guide you through some simple changes/creation of records.
Refer to section:  Demonstration Script
 
7.  Troubleshooting - If you are having any problems using the Wizard, click on the link to search our online solutions repository https://more4apps.com/support/solutions-knowledge-base/
 
If you encounter any problems or have any suggestions, do not hesitate to contact us at https://www.more4apps.com/support/new-support-request/