Macro

1. Macro Edward Kwang President

2. 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.

3. 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.

4. 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 1st line of [Script] section and start to enter the keystrokes.

5. 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

6. 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}

7. 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:\ELLIOTT7\DOC\SM.PDF

8. 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

9. 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

10. 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:\elliott7\el700 02 0401 0101 • Name the short cut as “Aging Report”

11. 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.

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

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

14. Run Aging Report Automatically • Modify the “Aging Report” short cut and change the command as: m:\elliott7\el700 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.

15. 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: • el700 02 /f:aging.mac

16. Run Command Macro from a file • Create a Macro File “aging.mac” with notepad in \elliott7\macro (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: • EL700 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.

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

18. 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.

19. 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 V7) • It might not work depends on two factors: • Where you install Elliott (default assumption c:\elliott7) • 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”

20. 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

21. 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 files\microsoft office\office10 • 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”)

22. 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.

23. 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:\elliott7\welcome.doc{enter} {down 4} Attn: @@Contact@@{enter} @@Corresp-Name@@{enter} @@Address-1@@ @@Address-2@@{enter} @@City@@, @@State@@ @@Zip-Code@@{enter}

24. External Macro Scripts Syntax • Similar to Internal. Please reference SM.PDF in c:\elliott7\doc 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:\elliott7\welcome.doc{enter} will supply the file path and name, plus an “enter” key for the default action which is “Open button”.

25. 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.

26. 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.

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

28. 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.

29. 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

30. 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:\elliott7. • Use it for Mail Merge (Batch) at the end of a day.

31. Excel Customer List Macro • Use the following Scripts: %fo m:\nsi\customer.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

32. 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.

33. 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 Files\Windows NT\dialer.exe • Different version of Windows O/S maybe place dialer.exe in different directory. • Therefore, this Macro is O/S dependent

34. 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.

35. Dial a Phone Scripts • Use the following Scripts for Sales Desk %pi @@PhoneNo@@ %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

36. 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}\OffxpW2K”

37. 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.

38. 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:\elliott7\doc\sm.pdf • Use your imagination.

39. Questions & Answers