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Pennsylvania Banner Users Group 2008 Fall Conference

Pennsylvania Banner Users Group 2008 Fall Conference. Scripted Data Entry. General Announcements:. Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session

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Pennsylvania Banner Users Group 2008 Fall Conference

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  1. Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

  2. General Announcements: • Please turn off all cell phones/pagers • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversations during the session • Questions will be answered ….. Thank you for your cooperation

  3. Temple University Paul Amrhein Director, Accounting Information Systems 1100 Wachman Hall 1803 North Broad Street Philadelphia, PA 19122 215-204-3125 amrhein@temple.edu

  4. Intro • Getting a new system • Migrating to Banner • Attachmate Gap • 18,000 – 20,000 check requests per month • Similar number of journal entries • Mass maintenance • Loading, updating of tables

  5. Scripted Data Entry • What it is; how it works • Text vs. graphical • Text: screen tags, cursor position, text messages, 80x24 coordinates • Graphical: icons, buttons, input boxes, character recognition

  6. Data Sources • Flat files • Spreadsheets • Vendor files • Web downloads • Proprietary file from other applications • Reports, reports, reports

  7. Four Demos • From a FUPLOAD formatted file • From a FUPLOAD spreadsheet • Single-invoice, multi-line spreadsheet from a vendor (Xerox) • Multi-invoice, multi-line file from another TU application (Library)

  8. About Banner Screens • Simulated screens • Title bar is different • Liberties taken with tab stops, field formatting • Some things that would normally change do not (messages) • Using FGAJVCQ and FAAINVE • Slowed things down (using Typespeed, Pauses)

  9. FGAJVCQ

  10. FAAINVE

  11. Demo 1 • From a FUPLOAD formatted file • Show the file • A word about naked line feeds

  12. Demonstration 1: FUPLoad formatted file Demo 1 Goes Here

  13. About Scripting • Customized version of VBScript • As easy to use as ASP or VBA • Maintained with any text editor • 51 custom interactive functions • with Application: WaitForApp, SendKeys • with Operator: MsgWindow, PromptBox • with Itself: AddToLog, RunStatsUpdate • 100 macros • Keyboard macros (<Tab>,<Enter>,<CtrlF2>) • Mouse macros (<MoveTo>,<LeftClick>) • Control macros (<Typespeed>,<Pause>)

  14. Maintaining Order and Pace • Pause • Waiting for a fixed interval • WaitForPicture • Waiting for the arrival of an icon or image • WaitForCursor • Waiting for the mouse pointer to return to normal • WaitForText • Waiting for a message to appear in a text area

  15. Demo 2 • From a FUPLOAD spreadsheet • Show the file

  16. Demonstration 2: FUPLoad spreadsheet Demo 2 goes here

  17. Many Uses of SDE • Journal entries, check requests, grant budgets • Loading tables, mass maintenance • Off-line data entry • Alternative to manual input and programmatic interface • Editing, parsing, sorting, converting formats

  18. SDE supports COM (DLLs, ActiveX, OLE, Automation) • Custom Data Entry Services • Custom user interfaces (forms, file boxes) • Edits, error handling • Subtotalling, offsets • COM Objects • APEntryX (Invoices, Check Requests) • JetEntryX (Journal Entries) • Crosswalk (on-the-fly FOAPAL conversion, including indexing)

  19. Demo 3 • Check requests, single invoice, multi-line (Xerox) • Show the file

  20. Demonstration 3: Invoices from Vendor Spreadsheet Demo 3 goes here

  21. Demo 4 • Check request, multi-invoice, multi-line (Library. . . before) • Show the file

  22. Demo 4 • Check request, multi-invoice, multi-line (Library. . . after) • Show the file

  23. Demonstration 4: Invoices from Library System Demo 4 goes here

  24. Benefits of SDE • Data Quality • Untouched by human hands • Data Speed • Productivity • Format flexibility and control • Makes the machine do the work • Once data has been keyed, it shouldn’t be keyed again!

  25. In Summary From its humble beginnings in the pre-Attachmate days, Scripted Data Entry has evolved over the years from a tool for special situations into an integral part of our operating strategy.

  26. Open to the Floor • Questions • Comments

  27. Temple University Paul Amrhein Director, Accounting Information Systems 1100 Wachman Hall 1803 North Broad Street Philadelphia, PA 19122 215-204-3125 amrhein@temple.edu

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