| # Introduction The objective of the Microsoft Excel and Word integration is to provide you with the advantages of functionality that ERP Enterprise offers, and the arithmetic and graphical capabilities that Microsoft Office offers. The purpose of this document is to describe the working of the various templates provided in the estimation solution of the ERP Enterprise Project release. The templates described in this document are examples of how the integration can help to support the business process. You can adapt these templates and create new templates. You can also modify the templates according to your own ideas. You must also check if these templates work correctly in the specific circumstances of the company does not provide any support to solve problems that arise due to the use of these templates. For this reason, the user must know the three elements involved: ERP Enterprise Estimating, Microsoft Office, and the integration templates. The following table lists of standard templates that are delivered:
Group | Template | Description | Published in session
--- | --- | --- | ---
Estimate Lines |
| Estimate_Line.xlt | Estimate Lines | Estimate Lines (tpest2100m000)
| Quantity_Calculations.xlt | Quantity Calculations | Estimate Lines (tpest2100m000)
| Amounts.xlt | Amounts | Estimate Lines (tpest2100m000)
| CostPrice _Calculation.xlt | Cost Price Calculation | Estimate Lines (tpest2100m000)
| SalesPrice_Calculation_Mark Up.xlt | Sales Price Calculation– MarkUp | Estimate Lines (tpest2100m000)
| SalesPrice_Calculation_Target.xlt | Sales Price Calculation– Target | Estimate Lines (tpest2100m000)
Simulation |
| CashFlow_ Simulation.xlt | Cash Flow Simulation | Estimate Lines (tpest2100m000)
Reports |
| Report.xlt | Reports by PSE | Estimate Lines (tpest2100m000)
Bid |
| Bid.dot | Bid Document | Bids (tpest3100m000)
| Bid_Scope.xlt | Bid Scope | Bids (tpest3100m000)
| Bid_Summary.xlt | Bid Summary | Bids (tpest3100m000)
Note You can select and transfer data that pertains to only one project and version combination. When you create and save an estimate line, the current value expressed in base currency is picked from the currency rates table and stored in the base currency field of the estimate lines session. If you change the value expressed in base currency in the currency rates session, the corresponding field in the estimate line is not updated. As a result, a discrepancy will arise in the values of the net sales amount and the total cost amount (in terms of reference currency), as seen in the Microsoft Excel spreadsheet and in the Estimate Lines (tpest2100m000) session. For some column headers, comments have been set to explain calculations. For some columns, a data validation input message has been set. In general, fields with a gray background color are Read Only , and cannot be modified in Microsoft Excel. A template can have some hidden columns that are considered less important for the particular template, or are only supportive. For example, the hidden columns on the second worksheet contain currency information of the actual logistic company, which is used for currency calculations in Microsoft Excel. |