Macro Edward Kwang President Internal and External Macro

Macro Edward Kwang President

Internal and External Macro • Internal Macro is used to automate task inside Elliott • External Macro is used to communicate with other Windows application for automation • They are both keystroke based – any users can learn how to use it.

Demo of an Internal Macro • Print an Aging Report by Customer – Show “Detail” – Show Customer Owe More Than $100 That’s Past Due – Show the Open Item Only • Develop a Macro that always supplies the same parameters.

Designing an Internal Macro • Locate the field where you want to execute the macro. • Write down the keystrokes you want to automate on a piece of paper and simulate the process. • Go back to the original field, then click “Macro” tool bar button (look like a Gear). – – Choose “Internal” tab Click “New” button Enter the Macro name and click “OK” Go down to the 1 st line of [Script] section and start to enter the keystrokes.

Execute Macro inside Elliott • A predefined Internal Macro is only valid at the specific field of a screen. (Why? ) • Script Syntax: – “XYZ” = means type “XYZ” and hit “Enter” key. – {enter} = Enter Key – ; ; = Comments • Assign Hot Key

Demo {Wait} Syntax • What if you wish to stop at the middle of the script and prompt user for some value before proceeding? – For example, different aging date – Use {Wait}

Demo of Macro Documentation • Where do you find more information about Macro? – From the workstation where you install Elliott. Choose “Start” -> “Programs” -> “Elliott 7” -> “System Manager” (Require Acrobat Reader) – Browse to C: ELLIOTT 7DOCSM. PDF

Internal Macro Applications • Automate Repeating Keystrokes – Based on your operation procedure, certain fields will always be entered certain ways: – Run an report – Add a customer – Add an item – Data Entry

Demo Command Prompt Macro • Startup Elliott and go directly to A/R Aging Report by Customer Number – Choose “Detail” – Allow to {Wait} for Aging Date – Show Open Item Only – Default all other fields {enter} • Bring up the Print Option Screen – Send to Disk

Folder for Command Macro • Create a folder on your desktop to store the command prompt macro • Let’s name the folder “Month End” • Create a short cut in the folder by using right click • Enter the startup command as – m: elliott 7el 700 02 0401 0101 – Name the short cut as “Aging Report”

Command Macro Syntax • The first parameters determine which module – – – – – 01 = GL 02 = AR 03 = AP 04 = PR 05 = BB 06 = IM 07 = COP 08 = PO 09 = BOMP …etc.

Command Macro Syntax • 2 nd Parameter (0401) is for Menu Choice – 04 means the 4 th menu item • 01 = Maintenance • 02 = Inquiry • 03 = Processing • 04 = Reports • …etc. – 01 means the 1 st drop down item • 01 = Aging Reports • 02 = Commission Due Reports • …etc.

Command Macro Syntax • 3 rd Parameter (0101) is for menu choice – The first 01 means the first menu item “Print” – The 2 nd 01 means the first drop down menu item “By Customer Number”

Run Aging Report Automatically • Modify the “Aging Report” short cut and change the command as: m: elliott 7el 700 02 0401 0101 “D” ~ ~ {wait} ~ ~ “Y” ~ ~ ~ %d • “D” = Change the default “S” (Summary) to “D” (Detail) • ~ = Enter (same as {enter}, ~ is the abbrev. form) • {wait} = will wait for the aging date field • “Y” = Change the default value “Show Open Item Only” to “Y” • %d = Alt-d (% = Alt key) which means print to Disk in the Print Option window.

Command Macro Limitation • 256 Bytes Command Prompt Limit with Certain O/S – Can’t write complicate macro with 256 bytes • Use the file option if you need to run a complicated macro: – el 700 02 /f: aging. mac

Run Command Macro from a file • Create a Macro File “aging. mac” with notepad in elliott 7macro (the default directory) • Put the following content in this file 0401 0101 “D” ~ ~ {wait} ~ ~ “Y” ~ ~ ~ %d • Either one line or multiple lines will be fine. Save the file. • Change the startup command as: – EL 700 02 /F: AGING • The extension can be omitted if you use. MAC as extension. • The file path can be omitted if you store in the default Macro directory. • You can’t omit the module number in command prompt.

Command Macro Applications • Setup Procedure of Doing Routine Tasks – Month End Procedure – Daily Procedure • Bypass User Name and Password – Have one Elliott session open

External Macro • Leverage other Windows application to do the job • Unlike Internal Macro, External Macro is not field sensitive • External Macro is screen sensitive • As long as you know the keystroke for use an Window application, you can control it from Elliott • Information that send to the other window application must present on the current screen.

Demo Customer Welcome Letter • Bring up a customer record in customer change and Click on the Macro • In External Macro tab, highlight the “Customer Welcome Letter” (This is the default macro distribute with Elliott V 7) • It might not work depends on two factors: – Where you install Elliott (default assumption c: elliott 7) – What is the version of your O/S (default assume 95/98/me) • Verify the directory where Notepad is installed and what is setup in the default Macro. • Verify the Scripts where it bring up file “Welcome. txt”

Run Welcome Letter - Notepad • Run from the “ARCUSMNT” screen – Not field sensitive – It is screen sensitive – Assign Hot Key • Problem with Notepad – System Date – Font

Welcome Letter – MS Word • Use Welcome. txt as a basis and create Welcome. doc in your Elliott directory. – Date issue (Use Date Field in Word) – Change to proportional spacing font (Times New Roman) • Create a new External Macro • Browse to the directory you can find Microsoft Word: – c: program filesmicrosoft officeoffice 10 – This directory for Office XP. If you use a different version of MS Office, then it will be in a different directory. Therefore, this Macro is Office version dependent. You can not run this Macro with, say, Word 2000. • Choose winword. exe • Caption is important! Find out the name of your application that will always show up on the title bar (in this case “Microsoft Word”)

Capture Fields in Macro • Go to specific field – Click “Add Fields” on “Macro” popup menu – Accept the default value for field name, Row, Column and Length. Click OK – Repeat this until you capture all the fields you need.

Writing Scripts in Macro • Click on the “Script” Button on “Macro” popup menu. • Go to the first line of [Script] section and put down the following lines: %fo c: elliott 7welcome. doc{enter} {down 4} Attn: @@Contact@@{enter} @@Corresp-Name@@{enter} @@Address-1@@ @@Address-2@@{enter} @@City@@, @@State@@ @@Zip-Code@@{enter}

External Macro Scripts Syntax • Similar to Internal. Please reference SM. PDF in c: elliott 7doc for details. • %fo means Alt-F O (File Open) • At this moment the file dialog box should open and system is prompting for the file path and name. • c: elliott 7welcome. doc{enter} will supply the file path and name, plus an “enter” key for the default action which is “Open button”.

External Macro Scripts Syntax • {down 4} will bring the cursor down to the position where the name and address should be populated. • Attn: @@Contact@@{enter} will first put “Attn: “ on the line and system take the field name “Contact” and substitute its value and append it after “Attn: “. The system issue an {enter} key to advance to the next line.

External Macro Scripts Syntax • @@Corresp-Name@@{enter} will put the company name at the current position and issue an {enter} key. • @@Address-1@@ @@Address-2@@{enter} will combine Address-1 and Address-2 at the same line – The reason is in many cases Address-2 is blank and we do not want to display a blank Address-2 on a separate line. • @@City@@, @@State@@ @@Zip. Code@@{enter} will put the City, St Zip in the correct format.

Save the Macro • Exit Notepad and Answer “Yes” to save the file. • Click “Done” on the “Macro” popup menu to finish the Macro definition.

Test the Macro • Bring up customer record and click on “Macro” button. Highlight the Macro we just created and choose “Step”. • Check if there’s any error. If error found, cancel “Step” and fix the macro by using “Edit” -> “Script” • When all errors are cleared, choose to “Walk” which is a slow animation mode. • Once “Walk” is working. You can choose to “Run”. • Assign Hot Key in Properties if necessary.

Print Envelop Macro • Use the following scripts: %tee %e %d Attn: @@Contact@@{enter} @@Corresp-Name@@{enter} @@Address-1@@ @@Address-2@@{enter} @@City@@, @@State@@ @@Zip-Code@@{enter} @@Country@@ • %tee means Alt-T E E (Tool -> Letter and Mailing -> Envelop and Letter • %e for Envelop Tab • %d for putting cursor in “Delivery address” text box

Excel Customer List Macro • Create an Excel Spread Sheet with the following columns: – Company Name – Address 1 – Address 2 – City – State – Zip Code – Contact – Date • Save it as “Customer. xls” in c: elliott 7. • Use it for Mail Merge (Batch) at the end of a day.

Excel Customer List Macro • Use the following Scripts: %fo m: nsicustomer. xls{enter} ^{end} {home} {down} @@Corresp-Name@@{right} @@Address-1@@{right} @@Address-2@@{right} @@City@@{right} @@State@@{right} =TODAY(){right} • ^{end} means CTRL-End (Bring to the end of the spreadsheet) • {home} means the Home Key and will bring to the first cell of the current row • {down} will bring to the next cell to start entering data on a new row

Phone Dialer Macro • Call the customer phone number by using the modem that connect to your phone. • Many CRM software come with a dialer to perform this kind of function. • In Elliott, you can use Macro to achieve the same functionality by utilizing Windows default Phone Dialer.

Find out Where is Phone Dialer • Start -> Programs -> Accessories -> Communication -> Phone Dialer • Right Click on “Phone Dialer” and choose “Properties”. It will show the location of phone dialer: C: Program FilesWindows NTdialer. exe • Different version of Windows O/S maybe place dialer. exe in different directory. • Therefore, this Macro is O/S dependent

Dial a Phone from Sales Desk • Configure your Sales Desk to display phone number after entering customer number. • Phone Number is a display field so you need to figure out its position manually. • Find the first field that you can “Add Field”. • Use that field’s position to figure out the Phone Number position. • Verify if your position is correct by choosing “Step” when test the Macro.

Dial a Phone Scripts • Use the following Scripts for Sales Desk %pi @@Phone. No@@ %p {enter} • %pi means Alt-P I (Phone Dial) • %p to ensure the “Phone Number” is selected (Not the Internet) • Keep in mind this Macro will only work in Sales Desk. • If you wish to have “Dial a Phone” macro in Customer file maintenance, you need to develop another macro. – External Macro is screen dependent

Handling O/S and App Version • The Macro you developed might only work for certain O/S or Application Software (MS Office) – Due to the EXE is placed in different directory. • Standardize your O/S and Application version will help. • Create different Macro directory for different O/S or Application version. – Click “Setup Preference” button on Tool Bar – Choose “Misc” Tab – Change the default Macro directory • i. e. “{Default}Offxp. W 2 K”

Best Practice for Macro • Keep your Windows O/S & MS Office version consistent will help to share Macros. • Close External Application When Done. – Elliott External Macro can’t deal with the application program if it has been opened already. • Assign Hot Key consistently through out. – For example, if you pick Alt-D for dial a phone macro. Then use Alt-D for dial a phone macro in all screen. – Inconsistent hot key assignment will confuse users.

Conclusion • Anybody can write Macro in Elliott – You just need to know the Keystrokes for how to use Elliott or external Application. • Reference System Manager document for detail information – C: elliott 7docsm. pdf • Use your imagination.

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