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.