| Welcome to eOffice Contract
Manager! |
| Using eOffice Contract
Manager you can: |
 |
Output
a list of all contracts in your system to an Excel
spreadsheet. |
|
Output
a formatted customer presentation style contract. |
|
Output
a formatted analysis style contract containing all costs and
GP. |
|
Output
a list of all customers assigned to a contract. |
|
Save
changes made in Excel back to your System Contract File. |
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| eOffice - Contracts
Installation Instructions: |
| eOffice Contract Manager is
an Excel add-in module. To install this add-in: |
- Download the file to a temporary
folder on your computer.
- Open Excel 2000 or Excel XP.
- Choose the Tools - Add-Ins menu
item.
- Choose the Browse Button.
- Browse to the temporary folder
containing eOffice-Contracts.xla.
- Double click the eOffice-Contracts.xla
file.
- Answer Yes when Excel asks if you
want to copy the file to the Excel Add-In directory.
- eOffice Contract Manager is now
installed as an Add-In for Excel.
- Exit and re-start Excel.
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|
| Limitations: |
| Currently, only the price changes made in Excel will be
updated back to your System contract file. Items you delete, or other fields
you change, will not be applied. |
|
| Error Messages: |
| As with all the products we produce, extensive checking is
performed on your data files before we will access or change your files.
We feel it is better to halt with an error when any abnormalities are
suspected. |
|
| The Most Common Cause of Error
Messages: |
| You did not set the volume units correctly. Check and double check
these settings. They must be exact and you must have network access to the
folders specified in the setup screen. A valid location for a contract file would be something like:
d:\ddms\in and not d:, or d:\ddms\contracts.dbf. |
|
| Second Most Common Cause of
Error Messages: |
| You must have the ODBC drivers loaded on your PC to allow Excel to
communicate with other database sources. The default installation of
Office 2000 will load the ODBC drivers for you. If you get a Compile
Error, then you need to download the latest ODBC drivers from
Microsoft. Visit the Resources Page on this
Website for instructions on downloading and installing these
drivers. |
|
| Other Tips For Using
eOffice Contract Manager: |
- Make sure you are on a blank worksheet before outputting a contract.
- Use the Cancel Button to stop outputting a contract, don't just
close Excel during an output.
- Don't change worksheets while a contract is being output.
- If you plan on saving your price changes back to DDMS, then you
cannot change the column header names, or the positions of the
columns.
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|
| Additional Resources: |
| f you need additional
assistance installing eOffice Contract Manager, then please email support@opsoftware.com. |
|
|
|
| Problems Downloading? |
| Right click on the link, and
choose "Save Target as" to save the file to your hard drive. |
|
|
| Download eOffice
Contract Manager! |
| You can download eOffice
Contract manager for a FREE evaluation. Please read all instructions
on this page before downloading and installing eOffice Contract
Manager. |
|
| eOffice - Contracts
Setup Instructions: |
| Before attempting to use eOffice Contract Manager, make
sure you check and perform the following tasks: |
- The computer you are using must be able to access your Backend
System through your network.
- You must have a permanent drive connection to your Backend
System through a
mapped network drive letter.
- You must be able to see all folders under the Main Database folder (i.e. SR,
IN, etc.)
- Note the drive letter of the mapped network drive and the full path
name to your data files (i.e. "J:\DDMS\IN")
- Print your L0 Parameters screen from your Backend System.
|
|
| Open Excel and select the Data Menu. You will now see
a new menu item below "Get External Data" called "Get DDMS
Data" (Click the image for a larger view) |
 |
|
| Choose this new menu item and a sub-menu will appear with
Setup eOffice and Contracts choices. Choose the Setup eOffice menu
item. The following setup screen will appear: (Click the image for a larger
view) |
 |
|
| All of the volume units shown here are not required by the
Contract Manager. Some are used by other modules. The following
volume units are required by Contract Manager: |
- Customers (to show customers assigned to a particular contract)
- Inventory (to get descriptions and list prices for contract items)
- Contracts (to get the primary data source)
- Wholesaler (to get purchasing cost)
|
|
| Using eOffice Contract
Manager: |
| Choose the Data - Get DDMS Data - Contracts Menu Item.
Until you register your copy of Contract Manager, the following screen
will appear: (Click the image for a larger view) |
 |
| Choose the Continue in Evaluation Mode to evaluate Contract
Manager or contact Rick Marlette to register
your copy. |
|
|
| Select Action Screen: |
|
Select a action to perform on your contract data from the
Action Screen: (Click the image for a larger view) |
 |
- Output Contract Header Records will output to the current
Excel sheet a listing of all contracts in your DDMS system. It shows
Contract Number, Description, Start Date, End Date, Set Cost Flags,
Flexible/Fixed Flag, the Number of Items on the contract, and the
number of customers assigned to the contract.
- Output Customer Style Contract will output to the current
Excel sheet a customer style contract showing Item Number, Prefix,
Description, Unit, Quantity, Sell Price, List Price, and Discount
Percent. You can delete any columns you would not want a customer to
see.
- Output Analysis Detail Contract will output the same fields
as the customer version, but adds the following analysis fields:
Average Cost, Manufacturer Cost, Wholesaler Cost, and Purchasing Cost.
Each cost field also shows the current GP percent.
- Output Customers on Contract will output a list of all
customers currently assigned to the selected contract. The listing
shows Customer Number, Department, Customer/Department Name, and all
four contracts the customer is assigned.
- Update DDMS Contract Prices will update your DDMS contract
file with any price changes made in Excel.
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