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Useful scripts and rules

Businesses often have similar requirements for exports and imports and bulk updates. We have developed a number of scripts and rules that you may find useful.

  • Extract values from masterfiles. The Greentree Excel add-in, Free, has a small number of functions where you can get data from Greentree for certain classes. For example, you can use the following existing functions to do this:

    • gtINStockItemAttribute – to get values for a stock item.

    • gtGL – to get values for a GL Account.

    • gtJCJobAttribute – to get values for a Job.

    This can now be done using a FREE function that will execute a custom script to do this for other master files, such as a supplier or a fixed asset.

  • Bulk Archive Inventory Items – A rule is now available that can archive stock items from a CSV file.

  • Import JC Price Books – A rule is now available that can import a new, or update existing, job price book from a CSV file.

  • Print a Put Away slip for a PO receipt – A rule is now available that will print a Put Away slip when you save a PO receipt. This also requires a report in the required format.

  • Lists Alert Collections – Alerts collections may be updating on an ongoing basis even though they are no longer being used. To help tidy up this area, a rule is available that will list each alert collection, which rule/s are associated with it and what desktops it is being used on to help you tidy the area up

  • Lists rules that send emails – A rule is available that will list all rules that send an email. Useful if you are struggling to find this information due to the number of rules in your system

  • Often Bills of Material are set up so that the component qtys are fixed. Because things change over time, a rule is available to update this flag in bulk, so changes can be made to those qtys

  • Updating attachments – A rule is available that allows attachments to be loaded in bulk against certain records

  • Customers with no sales – A rule is available that can make customers inactive if they have 0 sales for the current or last YTD