Getting Started
This section provides a new user with tips on how to get started using the Wizard.
1. Enable Macros – The worksheet requires the macros to be enabled.
When the worksheet is first opened the following will appear on the menu bar. Click on the ‘Enable Content’ button.
2. Unable to see Wizard Ribbons - If this occurs then your security settings are too high. Supplier Wizard is written in VBA, and you must allow macros to run before you can run the program. Close the worksheet then from the Excel menu navigate to the following based on your version of Microsoft:
Navigate to the ‘Developer’ tab, and in the ‘Code’ group click ‘Macro Security’. In ‘Macro Settings’, select the “Disable all macros with notification”. Re-open the worksheet and you should receive the message shown above.
Note - If the ‘Developer’ tab did not display, click File > Options > Customize Ribbon. In the ‘Main Tabs’ section, select ‘Developer’ and click ‘OK’. You should now be able to go back to the ‘Developer’ tab to make the security changes.
3. Wizard Ribbons – Please see the note below for details on the ribbons provided by the Wizard.
4. 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 Default Values row). 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. You can move the columns anywhere you like, hide, or even delete them if they are not required.
5. Row 10 - This row is used to enter Default Values. Any data here will be defaulted into the same record where no data exists in the worksheet.
6. Populate the Worksheet - There are a number of options available to populate the worksheet:
• You can type or paste the relevant values directly into the worksheet (No validation is performed until you run the upload program).
• You can use the data entry forms provided to enter and validate the values.
• You can download existing data and modify the information to update the record or 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.
7. Multi Organization Responsibility - If your responsibility has access to multiple organizations then the information downloaded or uploaded can only relate to the one organization you are logged in to when using the Wizard.
Refer to section: Multi-Org
8. Descriptive Flexfields (DFF’s) - In this Wizard only the first and last attribute for flexfields columns are displayed in order to reduce unnecessary clutter.
9. Demonstration Script - To familiarize you with this Wizard a Demonstration Script is available. This will guide you through some simple changes/creation of records.
10. Troubleshooting - If you are having any problems using the Wizard, click on the link to search our online resources https://community.more4apps.com/s/
If you encounter any problems or have any suggestions, do not hesitate to contact us at https://community.more4apps.com/s/ebs-contact-support