Download Form

This option provides a form where multiple search criteria can be used for data matching. It uses the criteria to find the correct Customer/Party/Bank information that matches the criteria and then downloads everything for those Customers, Party or Bank (dependent on the columns in the active sheet at that time).

Data can be entered in the following form fields to refine the records returned:

Customer Mode	Party Mode	Banks Mode
Customer Download Tab	Party Download Tab	Bank Download Tab
Account Number	Party Type	Bank Country
Account Number To	Party Active	Bank Name
Account Name	Party Number	Bank Number
Account Name To	Party Number To	Branch Name
Party Number	Party Name	Branch Number
Party Number To	Party Name To	Bank Account Name
Party Name	First Name	Bank Account Number
Party Name To	Middle Name	Customer Name
Party Type	Last Name	Customer Number
Party Status	Tax Reference	Site Use Bill To Location
Customer Type	Party Site Download Tab
Customer Class	Party Site Number
Category	Party Site Number To
Customer Status	Party Site Name
Price List	Party Site Active
Sales Channel	Party Site Country
SIC Code	Party Sites Address1-4
Customer Original Ref	Party Site Use Type
Customer Contact Active
Site Download Tab
Site Operating Unit
Party Site Number
Party Site Name
Site Status
Site Country
Adddress1 – Address4
Site Category
Site Original Reference
Site Contact Active
Site Use Download Tab
Site Use Usage
Site Use Location
Site Use Status
Site Primary Sales Rep

To access the form, position the cursor somewhere in the sheet below row 10. The data will be downloaded at this point, pushing all existing rows downwards.

Click the ‘Download’ icon and select the ‘Download Form’ option as shown below:

This opens the ‘Download Form’ dependent on what template/worksheet the user is working with:

Customer Download Form Example

Party Download Form Example

Banks Download Form Example

Enter criteria into one or more of the fields on the Download Form, to select the required customer information. You may use the wildcard character ‘%’ to increase the search capacity.

Click on the ‘Download’ button on the form and the customer information that meets the criteria will be extracted into the worksheet.

Click ‘Clear’ to clear all values in the form or ‘Cancel’ to close the form.

Update this information by keying directly into the fields or double-click in a cell to open the data-entry form.