CRM Setup
CRM Setup This chapter describes the setup needed to make use of the SmartTrade CRM module. Cycle Stage Activities To setup SmartTrade Sales […]
CRM Process
CRM Process This chapter describe the process how to make use of the SmartTrade CRM additions. These are small additions to the default
Blanket Order Process
Blanket Order Process This chapter describes functionality you can use working with the SmartTrade Blanket Order module Sales to Purchase Contract Create Purchase
Blanket Order Setup
Blanket Order Setup Most important setup to make use of the SmartTrade Blanket Order module is described on this page Combined Invoice Schedule
Advanced Planning Process
Advanced Planning Process This chapter describes the use of the Advanced Planning functionality by SmartTrade. We will describe two scenario’s: Planning and cost
Advanced Planning Process Info »
Advanced Planning Setup
Advanced Planning Setup This chapter describes the setup which needs to be done before you are able to make use of the advanced
Advanced Planning Setup Info »
Aanmaken nieuw bedrijf
Aanmaken nieuw bedrijf Onderstaand wordt beschreven hoe er een nieuw bdrijf aangemaakt kan worden in HB Bouwtoelevering Aanmaken nieuw bedrijf Ga naar bedrijf
Deactivate Exsion
Deactivating an Exsion License will make it available for an other user to activate. To deactivate Exsion and free the license you should
Library Functions
The function library holds the User Defined Functions. These functions act like any other Excel or Exsion function and will be available for
Info
Information about your Exsion setup Tab Description Settings Field Description Language Choices are NL, EN, FR or DE. The language setting is saved
Refresh Data
The “Refresh data” button will activate all dynamic downloads and force a recalculation of all formulas so that all information will reflect the
Download to pivottable
After a download has been used for the first time, it can be modified to use it for creating a PivotTable. Click on
Join Types
There are 5 jointypes to choose from. Type of join Description 1=Inner Include only records where the joined fields from both tables are
Joining tables
After adding a second table Exsion will show a JOIN proposal: Field Description Join fields The list of fields that can be used
Dynamic download
A Dynamic Download is used to get data from the Dynamics NAV database in the Excel sheet. As opposed to functions, this will
Show details
This option is used to provide detailed information for the Exsion formula in the active cell. The way this information is displayed depends
Formulas to values
This option is used to replace all Exsion functions in your document by their current values so the document can be send to