Advanced Product Tab Programming
Configuration programming for most parts should follow the normal rules and conventions. However, on occasion there may be a need to depart from the normal rules and conventions to handle special situations.
SDA provides several approaches to handle these special situations:
- To output named Excel ranges to SDA’s Word-based output documents
- To program the description, list price (MSRP) and cost cells using Excel formulas rather than inserting the values from the Parts Master table
Designate the part as a manual calculation item by entering a “Y” in the Part Master’s ManualItem field. This will instruct SDA to not overwrite the description, list price and cost columns in product tabs that are inserted into a SDA quotation.
Designating a part with ManualItem = Y is useful for promotional part numbers where the price/cost is not fixed and must be calculated.
- To overwrite the price/cost to $0 for items that have a price and cost in the Parts Master table. Insert an Excel Comment in the part number’s cell that has zerocostversion located somewhere within it.
Using zerocostversion is useful when a vendor has a “buy one get one free” type of program where a certain quantity of the part number is at the normal price/cost and a certain quantity of the same part number is at a $0 price/cost.
- To include one or more rows in your product tab that are associated with a part number row in internal and/or customer outputs, Insert a row before or after the part number row with an includes formula in Column A. Include rows are very useful for providing more information for internal and/or customer output purposes.
- To include a row on customer (and internal) outputs that appears after the part number row with which it is associated:
- Insert an InclCustAfter formula in column A
- Format as a protected cell with a white font (using the IncludesCell style). The following syntax should be used:
=IF([Excel formula],”InclCustAfter”,””)
- To include a row on customer (and internal) outputs that appears before the part number row with which it is associated:
- Insert an InclCustBefore formula in column A
- Format as a protected cell with a white font (using the “IncludesCell” style). The following syntax should be used:
=IF([Excel formula],”InclCustBefore”,””)
- To include a row on internal outputs that appears after the part number row with which it is associated:
- Insert an InclAfter formula in column A
- Format as a protected cell with a white font (using the “IncludesCell” style). The following syntax should be used:
=IF([Excel formula],”InclAfter”,””)
- To include a row on internal outputs that appears before the part number row with which it is associated:
- Insert an InclBefore formula in column A
- Format as a protected cell with a white font (using the “IncludesCell” style). The following syntax should be used:
=IF([Excel formula],”InclBefore”,””)
For the customer output includes lines (InclCustAfter and InclCustBefore), only enter information into the Description column (Column D) in addition to the formula in Column A, as that is the only column that will be conveyed to customer outputs.
- To insert jump points within the product tab so that SDA users can jump around the tab by clicking the “Jump” button:
- Insert an Excel Comment into each jump point cell that has JumpPoint located somewhere within it.
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