pennsylvania banner users group 2008 fall conference scripted data entry

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Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

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Page 1: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Pennsylvania Banner Users Group 2008 Fall Conference

Scripted Data Entry

Page 2: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered …..

Thank you for your cooperation

Page 3: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Temple University

Paul Amrhein

Director, Accounting Information Systems

1100 Wachman Hall

1803 North Broad Street

Philadelphia, PA 19122

215-204-3125

[email protected]

Page 4: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Intro

Getting a new system Migrating to Banner Attachmate Gap

18,000 – 20,000 check requests per month Similar number of journal entries Mass maintenance Loading, updating of tables

Page 5: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Scripted Data Entry

What it is; how it works Text vs. graphical

Text: screen tags, cursor position, text messages, 80x24 coordinates

Graphical: icons, buttons, input boxes, character recognition

Page 6: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Data Sources

Flat files Spreadsheets Vendor files Web downloads Proprietary file from other applications Reports, reports, reports

Page 7: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Four Demos

From a FUPLOAD formatted file From a FUPLOAD spreadsheet Single-invoice, multi-line spreadsheet from a

vendor (Xerox) Multi-invoice, multi-line file from another TU

application (Library)

Page 8: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

About Banner Screens

Simulated screens Title bar is different Liberties taken with tab stops, field formatting Some things that would normally change do

not (messages) Using FGAJVCQ and FAAINVE Slowed things down (using Typespeed,

Pauses)

Page 9: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

FGAJVCQ

Page 10: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

FAAINVE

Page 11: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 1

From a FUPLOAD formatted file Show the file A word about naked line feeds

Page 12: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 1 Goes HereDemonstration 1: FUPLoad formatted file

Page 13: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

About Scripting

Customized version of VBScript As easy to use as ASP or VBA Maintained with any text editor 51 custom interactive functions

with Application: WaitForApp, SendKeys with Operator: MsgWindow, PromptBox with Itself: AddToLog, RunStatsUpdate

100 macros Keyboard macros (<Tab>,<Enter>,<CtrlF2>) Mouse macros (<MoveTo>,<LeftClick>) Control macros (<Typespeed>,<Pause>)

Page 14: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Maintaining Order and Pace

Pause Waiting for a fixed interval

WaitForPicture Waiting for the arrival of an icon or image

WaitForCursor Waiting for the mouse pointer to return to normal

WaitForText Waiting for a message to appear in a text area

Page 15: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 2

From a FUPLOAD spreadsheet Show the file

Page 16: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 2 goes hereDemonstration 2: FUPLoad spreadsheet

Page 17: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Many Uses of SDE

Journal entries, check requests, grant budgets

Loading tables, mass maintenance Off-line data entry Alternative to manual input and programmatic

interface Editing, parsing, sorting, converting formats

Page 18: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

SDE supports COM (DLLs, ActiveX, OLE, Automation) Custom Data Entry Services

Custom user interfaces (forms, file boxes) Edits, error handling Subtotalling, offsets

COM Objects APEntryX (Invoices, Check Requests) JetEntryX (Journal Entries) Crosswalk (on-the-fly FOAPAL conversion,

including indexing)

Page 19: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 3

Check requests, single invoice, multi-line (Xerox)

Show the file

Page 20: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 3 goes hereDemonstration 3: Invoices from Vendor Spreadsheet

Page 21: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 4

Check request, multi-invoice, multi-line (Library. . . before)

Show the file

Page 22: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 4

Check request, multi-invoice, multi-line (Library. . . after)

Show the file

Page 23: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Demo 4 goes hereDemonstration 4: Invoices from Library System

Page 24: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Benefits of SDE

Data Quality Untouched by human hands

Data Speed Productivity Format flexibility and control Makes the machine do the work Once data has been keyed, it shouldn’t be

keyed again!

Page 25: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

In Summary

From its humble beginnings in the pre-Attachmate days, Scripted Data Entry has evolved over the years from a tool for special situations into an integral part of our operating strategy.

Page 26: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Open to the Floor

Questions Comments

Page 27: Pennsylvania Banner Users Group 2008 Fall Conference Scripted Data Entry

Temple University

Paul Amrhein

Director, Accounting Information Systems

1100 Wachman Hall

1803 North Broad Street

Philadelphia, PA 19122

215-204-3125

[email protected]