Downloading Overhead Associations
Similar to the original Item Cost functionality, the Wizard can download Resource Overhead Associations via two methods: The ‘Download Form’ and the ‘Download using sheet data’ option.
Download Form
Singular Resources or ranges of Resources are available to be downloaded in the ‘Resource Code’ and ‘To’ fields:
• If a single resource is specified in the ‘Resource Code’ field, the corresponding resource will download when initiated.
• If a resource range is desired the ‘Resource Code’ and ‘To’ will need to be specified. Validation will ensure the first Resource specified is not greater than the ‘To’ resource and vice versa.
As above, Resources can be downloaded based on their creation date either singularly or as a range with the ‘Creation Date’ and ‘To’ fields.
Another possibility is to download all resources that have a particular Overhead Code using the ‘Overhead’ field.
Further fields available for filtering downloads are the ‘Cost Type’ and the ‘Inv Org Code’.
Download Using Sheet Data
Resource Overheads can also be downloaded based on the sheet data specified in the Wizard. Note - Only the light blue columns are available to be specified for download, whereas the dark grey fields are not able to be specified for download.
To download using this method:
• Populate the columns required for download as depicted below and select the row(s) desired for the download:
• Then click the ‘Download’ icon and select ‘Download using sheet data’ from the Item Cost Wizard ribbon.
The Wizards Processing form will appear and depict the live status of the download as shown:
Following, the Wizard then populates the spreadsheet based on the criteria specified.
Download Performance
To improve download performance using the More4Apps Wizards, it is recommended to limit the download criteria the user specifies. For example - When downloading using sheet data a message box will alert the user when more than five columns of download criteria has been selected.
For the Download form the less fields populated, the faster the download will perform. Furthermore removing columns where not applicable to business needs will improve download and upload performance as less processing is required to carry out work in the Wizard.
Refer to section:
