Custom Drill allows you to drill from any Vision Executive cell using an external program from within Vision Executive. For example, you can link scanned invoices to a transaction reference in SunSystems or to Ledger Analysis Codes (T-Codes). You can attach multiple Custom Drills to a single Vision Executive cell.
Field references are available to use as parameters when defining a Custom Drill. For example, Ledger Analysis Code (T-Code) {TA1Code} and Account Code {AcCode}. You can access the Custom Drill function either by selecting tab 4 on the Define Criteria definition form or by clicking File, Properties to open the Workbook Properties dialog box.
Custom Drills assigned to a workbook display in the Custom Drill window. Click the assist button to display the Custom Drill dialog box and define a Custom Drill. Click the minus ‘-‘ sign to remove a Custom Drill displayed in the window. Removing a Custom Drill from the Custom Drill window does not delete the Custom Drill from the saved list displayed in the grid on the Custom Drill Dialog box.
Click here to see a screenshot
To open the Custom Drill dialog box, do one of the following:
- In Design mode, right-click the cell to which you want to apply the Custom Drill and then click Define Criteria to display the Define Criteria definition form. Click the Custom Drill button.
- In Design mode, click File, Properties to open the Workbook Properties dialog box. Click the Custom Drill button.
Enter Custom Drill details in the relevant fields to define cells with a Custom Drill.
Custom Drill Grid
Displays all available Custom Drills in alphabetical order.
Code
Enter a code name for the Custom Drill
Description
Enter a description for the Custom Drill The Custom Drill description appears in the Drilldown menu.
Type
There are two types of Custom Drills that can be applied to a Vision Executive defined cell: Command Line and VBScript. Click the relevant Type option button to activate the function. To create a Command Line Custom Drill enter information in the relevant fields. To create a VBScript Custom Drill, select the VBScript option button and type VBScript in the VBScript window.
Command Line
Open with Program
Enter the file path of the external program that will be used for a Custom Drill either by clicking the left assist button or by typing. For example, C:\WINNT\System32\mspaint.exe. If the program is in the Windows search path, it is not necessary to enter the file path i.e. enter mspaint.exe.
Add a Field Reference by clicking the right assist button to open the Field Reference dialog box. See topic Custom Drill Field References and Field References.
Data Directory
Enter the file path of the data directory that will be used to perform the Custom Drill, for example C:\Vision5\Custom Drill, either by clicking the left assist button or typing.
Add a Field Reference by clicking the right assist button to open the Field Reference dialog box. Define Parameters
Type either a file name or the parameters that will be used to perform the Custom Drill.
Add a Field Reference by clicking the right assist button to open the Field Reference dialog box. Enclose Directory and File Name in Quotes
When entering a Command Line Custom Drill, you can enter file names or parameters. If a file name contains spaces, it needs to be enclosed in quotation marks for the function to run. Clear the check box if you have entered parameters rather than a file name.
VBScript
You can type VBScript in the VBScript window when creating a Custom Drill. For example, you may wish to specify that your Custom Drill uses a program that is already open, instead of opening multiple sessions of the program to execute further Custom Drills.
You can write your own VBScript to include cell details from the active worksheet or field references and create complex displays or perform complex processing.
Apply to Worksheets
Clear these check boxes to clear the Custom Drill from the worksheet type or select any check box to apply the Custom Drill to that worksheet type.
Enable
Click the Enable check box to activate the Custom Drill in the worksheet. You can clear the Enable check box to save the Custom Drill settings without deleting them.
Custom Drill Field References
Field references are available to use as parameters when defining a Custom Drill. For example, adding the Field Reference {TA0Code}.bmp to the Define Parameters field means the name of .bmp file that is opened changes depending on the T0 value contained in the cell to which the Custom Drill is applied.
There are two additional field references specific to Custom Drill. The Custom Drill field references are:
- {Value} returns the value of the active cell.
- {Debug} displays a message box translating the full Custom Drill command including translation of field references. For example, if the Custom Drill is defined with a field reference of {TA0Code} and the T0 value is ‘A’, then it will display ‘A’ not {TA0Code}. Use (Debug) for diagnostics.
The date type tags such as {AllocDate} and {EntryDate} are output in yyyymmdd format only. For example, 23/5/63 becomes 19630523
There are a number of Period related tags available to display a single period.
{AllocPeriodYYYYPPP} - 2005012
{AllocPeriodYYYY} - 2005
{AllocPeriodYY} - 05
{AllocPeriodPPP} - 012
{AllocPeriodPP} - 12
Click the right assist button to add a field reference to Custom Drill.
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