PO Receiving Wizard

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Customize Template123

 
Initially ‘Template123’ will contain all columns available using the Wizard.  You can however modify this to create a customized sheet with a reduced number of columns displayed in the order that you prefer.
 
It is recommended however that you create your own templates using the ‘Customize Fields’ functionality.  This provides for three customized templates to be created (Create, Correct and Return).  Details of this functionality can be found in the Customize Fields section of this document.
 
To modify ‘Template123’, select the ‘Edit Template’ button to make the sheet available in your worksheet.
 
 
You can subsequently alter the sheet and then select the ‘Edit Template’ button to make the sheet hidden.
 
Recommended – Save a copy of the workbook before modifying ‘Template123’.  This will enable you to go back to the full Template (if necessary).  Alternatively, you could download a new copy from our website.
 
When you subsequently click on the ‘New Sheet’ button , the new worksheet is created using the layout as per the Template123.
 
This is standard functionality and to read more about making changes to ‘Template123’ refer to Common User Instructions:  Customize the Template Sheet.
 
Column Names in Row 9
 
The column names are stored in row 9.  These are fixed and cannot be changed.  Do NOT insert or delete ROWS before row 11 (Row 10 is the Default Values row).  The case of the column name is not important but spelling is.  If you change the content of row 9 in any column, you have in effect deleted the column as far as the program is concerned.  You can however move the columns anywhere you like or even delete them. 
 
Do Not Hide Columns
 
It is recommended that you do NOT HIDE any columns in your worksheet because when your worksheet is uploaded into Oracle the hidden columns will also be uploaded.
 
Change the More4apps Logo
 
You can change the existing More4apps logo on the template so that new sheets created have your Company Logo automatically created.
 
To do this undertake the following:
 
1.    Unhide ‘Template123’ using the ‘Edit Template’ button on the ‘PO Receiving Wizard – Setup’ ribbon.
 
2.    Delete the existing logo using Excel standard functionality.
 
3.    Insert a picture into the worksheet and name it ‘CustomLogo’ and press ‘Enter’ (see screenshot below):
 
 
4.     Hide ‘Template123’ using the ‘Edit Template’ button on the ‘PO Receiving Wizard – Setup’ ribbon.
 
From this point on, all new sheets created using the ‘New Sheet’ button on the ‘Price List Wizard’ ribbon will use the icon inserted above.
 
Refer to section: