Create the Product invoice template

Template

This program: Build a simplest template, and fill in, experience the most basic use of Excel server.

Comments: Excel Server 2005 The most basic use is: to create templates, authorization, fill, check.

Steps:

1. Open Excel, click the main Menu "Excel Server", if the installation of Excel Server 2005, the first time you open Excel, the following interface will automatically pop up:

2. Click "OK" to enter the Excel server.

3. Click the main Menu "template" and select "New Template":

Appear:

4. Click "OK" and fill in "Basic information":

Report number-Any number based on the circumstances of the enterprise, but cannot be duplicated.

Report Name: Name of report

Search keywords: defined in the user dictionary in the ES console. If you select a keyword, it appears in the my work table in the first keyword folder. The second purpose of the keyword is to refer to the report .

Category: corresponding to the category of "Fill out" respectively. Currently, there are no clear other uses for the classification.

A statistical cycle that indicates that the cycle of the report generation is currently not explicitly used.

See also: report basic information .

5. Determine "Initial reporting permission":

Click on "Initial reporting permission":

Initial reporting permission can determine who will fill out the report. This permission is qualified through two parts: departments and roles. Because the personnel definition includes department information and role information, the person who meets these conditions has the right to fill in. Who has the reporting permission for this report can be queried through the "Fill out" attribute in the reports in thees console .

Since there is no organization or role to set up, we only set the permissions for the administrator.

6. Determine "Final lookup rights"

Click "Final Lookup permission":

The final lookup permission can determine who can make the query. This permission is qualified through two parts: departments and roles. Because the personnel definition includes departmental information and role information, the person who meets these criteria has lookup permissions. Who has the reporting permissions for this report can be queried through the lookup property in reports in thees console .

Why is it called "final" lookup rights, which is related to workflows . A workflow can set the lookup permissions before the end.

As you can imagine, the "initial" reporting permission is also related to the workflow. If the report has a workflow, the initial reporting permission determines the reporting permission for the first step, and the permissions for the other steps are determined by the workflow settings.

Since we have not set up the organization and role, you can only set the administrator to have access to the lookup.

For large groups, you can also set up more advanced lookup rights .

7. Click on "Version" to set the properties of the template:

Enable-refers to a person who has fill in the permissions to fill out the template in my workbench and fill out after logging in.

Use the other attributes later.

8. Click "OK", a blank workbook appears in Excel, where you can draw the "shipping notice".

Where the formula is set: Amount = Unit Price * Quantity

Total Amount = sum of all amounts

9. Click on the "Save" button in Excel to save the template.

10. Click "Report"-"My Workbench"-"other"-"Shipping Notice", click the right mouse button to appear menu, select "New", and fill in the appropriate information:

11. Click "Save":

12. Click "OK" to appear:

13. Click "No" to close the current workbook.

14. Click "Report"-"Report Lookup"-"by name"-" product Invoice":

This feature allows you to "open", "modify", and delete. Note that only the person who is the creator and the authorized person has the right to modify and delete.

15. Go to "Report"-"My Workbench"-"other"-"Product Shipping list":

16. The problems that exist

Although it can be filled out and consulted, the following questions and requirements exist:

(1) Can the order number be automatically generated?

(2) Can the date of receipt automatically display?

(3) Can the salesperson fill in automatically?

(4) Can the customer name be selected?

(5) Can the customer number be automatically displayed?

(6) Can the total amount of capital be filled out automatically?

(7) Can there be workflows?

(8) Is it possible to make some cells not empty?

All of this can be resolved by looking at the following section: Defining Data Items.