Creating and Updating Configuration Tabs

SDA makes it easy to create Excel-based product configuration tabs that users can bring into quotations via SDA’s Get Tabs button.  Using Excel’s built-in formula elements and other functions to configure products and services from within the production configuration tabs.

The AM Admin can create drop-down boxes and data validation cells to except user input that can in turn be referenced within Excel formulas on the product configuration tab.

In conjunction with adding parts to the Excel-based product configuration tabs, also add the part numbers on the product configuration tab(s) to SDA’s Parts Master table, either one at a time via the Parts Master data grid, or en masse via SDA’s Import Function.

When configuration tabs are brought into live quote files using the Get Tabs button, SDA blends the data from the Part Master table into the product configuration tab.

CorsPro provides templates for creating new product and proposal configuration tabs.

• From Windows Explorer or other File manage application
• Open New product tab.xlt

OR

• New proposal tab.xlt from your PQManager\Templates folder

All product configuration tabs should:

• Be stored in c:\Program Files\CorsPro\PQuote\Tabs subdirectory as XLS files
• Have filenames that are no longer than 8 characters (with no spaces or odd characters).
• To protect the raw product configuration file to prevent tampering by users, save it using the maintenance password entered via Architect Manager’s Setup View.

Styles are mentioned several times within this Help topic, and are used to facilitate the formatting of cells.

The CalcdCell style can be used to properly format configuration logic cells in Column A within a product tab so that the cell is protected and has a bold black font.

To access these styles:

• Click Format
• Style within Excel

OR

• Click the Style drop-down on Excel’s Formatting Toolbar.

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ADDITIONAL RESOURCES

MORE ON CONFIGURATION TABS

• Product Configuration Tab Structure
• Part Detail Section
• Referencing Items on Other Tabs
• Referencing Named Ranges on Base Info Module
• Configuring Services
• Proposal Configuration Logic
• Constructing Tabs for Update -Ability
• Advanced Product Tab Programming

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