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Use the prices and formulas from the Excel sheet

Where is it

When you have upgraded from PRISMAaccess to PRISMAdirect, you can choose to keep using the formula manager of PRISMAaccess. The formula manager uses the default functionality of Microsoft Excel. The formula manager allows you to change the cost calculation rules of the system. You can configure the default formulas. You can also create new formulas.

  1. Click [Price and formula editor] - [General settings].

  2. [Use the prices and formulas from the Excel sheet]

    Enable this setting to use the formula manager, i.e. the Excel sheet, of PRISMAaccess.

The worksheets

By default, a number of formulas are available. You can define custom formulas in the columns next to the default formulas up to and including column Z. Each column can contain one formula. Each column contains all information for one formula:

  • The name and the calculated result of the formula.

    The result of the formula is shown in row 3.

  • The calculation for the formula.

    The formula can use one of the default calculations, or a custom calculation.

  • The calculation collects its values from the concerning column in the result table.

  • The result table collects the values for all job ticket items from the concerning column in the job ticket table.

  • The job ticket table receives its values from the current job ticket definition.

NOTE

It is recommended that you do not remove the default formulas.