Progress Software and

Office Automation Tips

Presented By Nexus Software, Inc

DVPUG Meeting
July 13, 2005

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 Nexus Software, Inc.
• Associated w/Progress Since March 1985
• Incorporated in 1988
• Experience with Symix/Info Customers--
1989
• Defining Progress Solutions
• Plymouth, Michigan

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 Progress &
Microsoft Office
• Character or GUI Progress
– Progress Version 8.2 and higher

• Export and Import delimited files

• Use ActiveX with or without templates

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 Sample Excel File
From Delimited File
Invoice List: 07/09/05
Company: Your Company Name

Name Cust Num Invoice Num Invoice Date Invoice Amt Total Paid Amount Due
Aerobics valine Ky 7 7 03/07/98 6337.38 4753.03 1584.35
Auffi Bergausrustung 73 73 02/03/98 569.80 0.00 569.80
Dark Alley Bowling 74 74 11/23/97 1550.79 0.00 1550.79
Shark Snack Snorkel 55 55 09/23/97 9510.21 0.00 9510.21
Spike's Volleyball 84 84 02/12/98 4975.62 0.00 4975.62
Stickywicket Cricket 80 80 10/27/97 8187.39 6959.28 1228.11
Ufo Frisbee 68 68 02/22/98 1005.00 0.00 1005.00

Totals: 32136.19 20423.88 11712.31

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 Interface to Excel
Delimited File
Def var t-filler as char extent 10 no-undo.
Output to c:\temp\excel.txt.
EXPORT DELIMITER "," "Invoice List: " +
STRING(TODAY,"99/99/99").
EXPORT DELIMITER "," "Company: " + c-company-name.
EXPORT DELIMITER "," t-filler[01].
EXPORT DELIMITER ",“
"Name“ "Cust Num“
"Invoice Num“ "Invoice Date"
"Invoice Amt“ "Total Paid"
"Amount Due".

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 Excel - Continued
FOR EACH invoice NO-LOCK WHERE (invoice.invoicedate >= s-date AND
invoice.invoicedate <= e-date) AND invoice.totalpaid < invoice.amount,
EACH customer NO-LOCK WHERE customer.custnum = invoice.invoicenum
BY customer.NAME BY invoice.invoicedate BY invoice.invoicenum.
ASSIGN inv-due = invoice.amount - invoice.totalpaid.

ASSIGN d-invamt = d-invamt + invoice.amount

d-amtpaid = d-amtpaid + invoice.totalpaid
d-amtdue = d-amtdue + inv-due.

EXPORT DELIMITER ","

customer.NAME
customer.custnum
invoicenum
invoicedate
amount
totalpaid
inv-due.
END.
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 Excel Continued
EXPORT DELIMITER "," t-filler[01]. /* skip row */
EXPORT DELIMITER "," "Totals:"
t-filler[04] /* skip column */
t-filler[05] /* skip column */
t-filler[06] /* skip column */
d-invamt
d-amtdue
d-amtpaid.
Output close. Pause(0).

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 Why Use a Macro?
• Automate loading of delimited file
• Format spreadsheet –
– Bold
– Font
– Font Size
– Header and Footers
– Margins

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 Create a Macro
• Open Excel and New Spreadsheet
• Save – c:\oa\templates\master.xls
• Create a macro
– Tools, macro, create new macro
– Name macro – loadinfo – return
– Open (load) delimited file – c:\temp\excel.txt
– Format Spreadsheet
– Close macro – tools, macro, stop recording
– Close spreadsheet – do not save yet
– Save original spreadsheet – with macro
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 Execute a Macro from Progress
• IF open-excel = TRUE THEN
• DO:

• /* the t-source stores the template master */

• t-source = "C:\oa\templates\invlist.xls".
• /* the t-target stores the working excel file */
• t-target = "C:\temp\master.xls".
• OS-DELETE VALUE(t-target).
• OS-COPY VALUE(t-source) VALUE(t-target).
• CREATE "Excel.Application" chExcelApplication.
• /* launch Excel so it is visible to the user */
• chExcelApplication:Visible = TRUE.
• /* create a new Workbook */
• /* chWorkbook = chExcelApplication:Workbooks:OPEN().*/
• chexcelApplication:workbooks:open("c:\temp\master.xls") no-error.
• /* loadinfo is the name of the macro stored in the master.xls excel file */
• chexcelApplication:RUN("loadinfo").
• /* get the active Worksheet */
• chWorkSheet = chExcelApplication:Sheets:Item(1).
• PAUSE.
• if valid-handle(chExcelApplication) then release object chExcelApplication.
• chexcelapplication:QUIT() NO-ERROR.
• END.

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 Sample Macro
• Open Excel Spreadsheet – c:\oa\templates\master.xls
• Select Macro – tools, macro, macros, select macro, edit – to see code – print as
an option

• Sub loadinfo()
• '
• ' loadinfo Macro
• ' Macro recorded 7/6/2005 by Carl Peterson
• ChDir "C:\temp"
• Workbooks.OpenText Filename:="C:\temp\report.txt", Origin:=xlWindows, _
• StartRow:=1, DataType:=xlDelimited, TextQualifier:=xlDoubleQuote, _
• ConsecutiveDelimiter:=False, Tab:=True, Semicolon:=False, Comma:=True, _
• Space:=False, Other:=False, FieldInfo:=Array(Array(1, 1), Array(2, 1), Array( _
• 3, 1), Array(4, 1), Array(5, 1), Array(6, 1), Array(7, 1))

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 Sample Macro - Continued
Rows("1:4").Select
With Selection.Font
.Name = "Arial"
.Size = 12
.Strikethrough = False
.Superscript = False
.Subscript = False
.OutlineFont = False
.Shadow = False
.Underline = xlUnderlineStyleNone
.ColorIndex = xlAutomatic
End With
Selection.Font.Bold = True

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 Sample Macro - Continued
Selection.Columns.AutoFit
Range("B20").Select
Columns("A:A").ColumnWidth = 22.86
Columns("D:D").Select
Selection.NumberFormat = "mm/dd/yy"
Columns("E:G").Select
Selection.NumberFormat = "0.00"
Range("A3").Select
End Sub

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 What is ActiveX?
ActiveX
Microsoft's registered trademark for the third version of
Object Linking and Embedding (OLE) controls. An
umbrella of technologies developed by Microsoft that is
built on the foundation provided by the Component Object
Model (COM). COM defines a standard for providing
software services that works across applications, system
software, and networks. The main objective of these
technologies is to facilitate better software development.
Progress relies on COM standards to support Automation
objects and ActiveX controls.

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 Excel/Word – ActiveX Variables
/* Excel */
DEFINE VARIABLE chExcelApplication AS COM-HANDLE.
DEFINE VARIABLE chWorkbook AS COM-HANDLE.
DEFINE VARIABLE chWorksheet AS COM-HANDLE.
DEFINE VARIABLE chChart AS COM-HANDLE.
DEFINE VARIABLE chWorksheetRange AS COM-HANDLE.
/* Word */
DEFINE VARIABLE chWordApplication AS COM-HANDLE NO-UNDO.
DEFINE VARIABLE chWordTemplate AS COM-HANDLE NO-UNDO.
DEFINE VARIABLE chWordDocument AS COM-HANDLE NO-UNDO.

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 Why Use ActiveX
• Communicate with Microsoft COM
products
• More control of output – specific cell, bold,
format, formulas, worksheets - add

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 ActiveX Info
• Progress Knowledge Solutions
– www.progress.com/
– support > resources > knowledge center >
search solutions – try Excel and/or Word
• Progress Com Viewer – protools or
• Create a Macro – edit to view

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Pro Tools – Com Display
Progress Com Object Viewer:
From Editor – tools -> protocols > com object viewer

Progress Active X Sample

chWorkSheet:Range("A1:C1"):Font:Bold = TRUE.

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 Sample Excel App
VENDOR
FOLLOW-UP REPORT

4300 Quality Drive

South Bend, IN 46628

SENT:
TO:
DATE:
FROM:

PHONE
FAX:
EMAIL:

PO Item Vendor Item Qty Due Vendor

Num Line # Rel # Number Number Due Date Comments

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 Sample - Excel
VENDOR
FOLLOW-UP REPORT
Commonwealth Plaza Building -- 700 Braddock Avenue
East Pittsburgh, Pennsylvania 15112

SENT:
TO:
DATE:
FROM:

PHONE
FAX:
EMAIL:

PO Item Vendor Item Qty Due Vendor

Num Line # Rel # Number Number Due Date Comments

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 Sample ActiveX – Excel
CREATE "Excel.Application" chExcelApplication.

/* launch Excel so it is visible to the user */

chExcelApplication:Visible = TRUE.

/* create a new Workbook */

chWorkbook = chExcelApplication:Workbooks:Add().

/* get the active Worksheet */

chWorkSheet = chExcelApplication:Sheets:Item(1).

/* set the column names for the Worksheet */

chWorkSheet:Columns("A"):ColumnWidth = 18.
chWorkSheet:Columns("B"):ColumnWidth = 12.
chWorkSheet:Columns("C"):ColumnWidth = 12.
chWorkSheet:Range("A1:C1"):Font:Bold = TRUE.
chWorkSheet:Range("A1"):Value = "SalesRep".
chWorkSheet:Range("B1"):Value = "Total Sales".
chWorkSheet:Range("C1"):Value = "Annual Quota".

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 Excel - Chart Example

90
80
70
60
50 East
40 West
30 North
20
10
0
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

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 Sample Code – Excel & Chart
FOR EACH salesrep:
dAnnualQuota = 0.
iTotalNumberOfOrders = 0.
dTotalSalesAmount = 0.
iColumn = iColumn + 1.
FOR EACH order OF salesrep:
iTotalNumberOfOrders = iTotalNumberOfOrders + 1.
FIND invoice WHERE invoice.ordernum = Order.ordernum NO-ERROR.
IF AVAILABLE invoice THEN
dTotalSalesAmount = dTotalSalesAmount + invoice.amount.
END.

DO iMonth = 1 TO 12:
dAnnualQuota = dAnnualQuota + salesrep.monthquota[iMonth].
END.

cColumn = STRING(iColumn).
cRange = "A" + cColumn.
chWorkSheet:Range(cRange):Value = salesrep.repname.
cRange = "B" + cColumn.
chWorkSheet:Range(cRange):Value = dTotalSalesAmount.
cRange = "C" + cColumn.
chWorkSheet:Range(cRange):Value = dAnnualQuota.
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 Chart – Continue
chWorkSheet:Range("B2:C10"):Select().
chExcelApplication:Selection:Style = "Currency".

/* create embedded chart using the data in the Worksheet */

chWorksheetRange = chWorksheet:Range("A1:C10").
chWorksheet:ChartObjects:Add(10,150,425,300):Activate.
chExcelApplication:ActiveChart:ChartWizard(chWorksheetRange, 3, 1, 2, 1, 1,
TRUE, "1996 Sales Figures", "Sales Person", "Annual Sales").

/* create chart using the data in the Worksheet */

chChart=chExcelApplication:Charts:Add().
chChart:Name = "Test Chart".
chChart:Type = 11.

/* release com-handles */
RELEASE OBJECT chExcelApplication.
RELEASE OBJECT chWorkbook.
RELEASE OBJECT chWorksheet.
RELEASE OBJECT chChart.
RELEASE OBJECT chWorksheetRange.

AVAILABLE at Progress Knowledge base – search on bar chart

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 Demo of Excel Options
• Excel –
– Manual Load

– Load from Macro

– ActiveX -- Formatting

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 Progress Editor – Move Cursor
Question for a Prize
The owner of the household is = since =. The
title of the household will change on
=.

Press a key (e.g. F6)

to move cursor to next =

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 Cursor-Offset
• &ANALYZE-SUSPEND _UIB-CODE-BLOCK _CONTROL FRAME-requirements C-Win
• ON F6 OF FRAME FRAME-requirements /* Requirements */
• anywhere
• DO:
• ASSIGN editor-requirement.
• APPLY "ENTRY" TO editor-requirement IN FRAME frame-requirements.
• Ix = INDEX(editor-requirement,"=,").
• IF ix = 0 THEN ix = INDEX(editor-requirement,"=.").
• IF ix = 0 THEN Ix = index(editor-requirement,"= ").
• ln = LENGTH(TRIM(editor-requirement)).
• IF ix > 0 THEN
• DO:
• editor-requirement = SUBSTRING(editor-requirement,1,ix - 1) +
• SUBSTRING(editor-requirement,ix + 2, ln - ix + 2).
• DISPLAY editor-requirement WITH FRAME frame-requirements.
• editor-requirement:CURSOR-OFFSET IN FRAME frame-requirements = ix.
•
•
• END.
• END.

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 Excel File – Word Merge
• Use Column Headings For Field Names
• Use Data for Information
Cust Num Name Contact Address1 Address2 City State Postal Code
3 Hoops Croquet Co. Michael Traitser Acct.txt
Suite 415 40 Grove St. Hingham MA 2111
66 First Dow n Football Marcia Shirkey 354 Edmonds Ave Loudon NH 3301
58 Flying Fat Aerobics Ellyn Krol 39 Dalton St Harfield NY 14728
31 Jaakon Jumppavaline Heikki Waljakkala Kauppiaskatu 9 B Turku Varsinais-Suomi 20100
11 Keilailu ja Biljardi Riitta Hammermaki Vattuniemenkuja 8 A Helsinki Uusimaa 210
50 Chip's Poker Kevin Koppel 33 Kelton St Dupont FL 32010
83 Fallen Arch Running Kevin Mallone 49 Millmont St Codys Corner FL 32010
41 On Target Rifles Mark Little 22 Highw ood Av. Osyka MS 39657
61 Squash Mestarihalli Heikki Yli-Moijonen Keskuskatu 8 Parkano Etela-Pohjanmaa 39700
40 Heikin Kuntosali Heikki Niemelainen Alikeravantie 6 Kerava Uusimaa 4240
9 Pihtiputaan Pyora Markku Ventolinen Putikontie 2 Pihtipudas Etela-Savo 44800
25 La Boule Lyonnaise Mr Roulemousse rue de la gare Z.A. Bellecourt Lyon Rhone 69010
14 Paris St Germain Philippe Dasgil 113, avenue du Stade BP 338 Paris Seine 75012
56 Super Golf Center Jaana Kauppalainen Keskuskatu 27 Pieksamaki Etela-Savo 76100
51 Butternut Squash Inc Quoc Tran 113 Russell Av El Centro CA 92243
27 Bumm Bumm Tennis Hr. Ballerer Weizenmarkt 17 Wien Ost A-1020
37 ABC Mountain Bikes Hr. Gasgeb Alttorstr. 23 Salzburg West A-5020
6 Fanatical Athletes Andrew Strong 20 Bicep Bridge Rd Leyton Aberdeen Grampian AB9 2YY
10 Just Joggers Limited George Lacey Fairw ind Trading Est Shoe Lane Ramsbottom Lancashire BL0 9ND

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 Create a Delimited File
Output to c:\temp\acct.txt.
Export delimiter “|”
“Name”
“Contact”
“Balance”.
For each customer where balance > 1000.
export delimiter “|”
customer.name customer.contact customer.balance.
END.
Output close.

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 Sample Output File
"Name"|"Contact"|"Balance“

"Lift Line Skiing"|"Gloria Shepley"|42568

"Urpon Frisbee"|"Urpo Leppakoski"|17166
"Hoops Croquet Co."|"Michael Traitser"|66421

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Import To Excel
.

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 Sample Excel File

Name Contact Balance

Lift Line Skiing Gloria Shepley 42568
Urpon Frisbee Urpo Leppakoski 17166
Hoops Croquet Co. Michael Traitser 66421
Fanatical Athletes Andrew Strong 37697

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 Word and Progress
• Mail Merge
– Excel File
– Delimited File -- commas

• Bookmarks with ActiveX

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Word Mail Merge

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Create Mail Merge Doc

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Mail Merge Data Header

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Get Data - Header

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Sample – Merge Document

July 13, 2005

Dear «Contact»:

We would to thank you for your business this year and your continued support.

A new sales rep has been assigned to your account and the person’s name is
«Rep_Name». «Rep_Name» will be contacting you in the near the future for
introductions and to discuss your immediate and long term needs.

Your current balance is «Balance» and credit limit is «Credit_Limit».

Thank you, and we look forward to continued relationship.

Sincerely,

Carl D. Peterson
Nexus Software, Inc.

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 Sample Mail Merged Doc
April 9, 2003

«Name»

Dear «Contact»:

According to our records, your balance of «Balance» is over due.

Your sales rep will be contacting you to discuss your balance.

Sincerely,

Joe Smith

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 Selecting Merge Fields
Example of Merge Fields From Header Fields of Delimited File

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Select Data

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Sample Merged Document

April 9, 2003

Lift Line Skiing

Dear Gloria Shepley:

According to our records, your balance of

$42,568.00 is over due.

Your sales rep will be contacting you to discuss

your balance.

Sincerely,

Joe Smith
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Create Macro To Merge

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 Macro – Load_Data
Tools -> Record Macro -> Stop

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 Run Word Macro From Progress

CREATE "Word.Application" chWordApplication.

chWordApplication:Visible = TRUE.

chWordApplication:workbooks:open("c:\temp\sample-merge.dot")
no-error.
chWordApplication:RUN("load_Data").

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Sample Bookmark Doc

Insert -> Bookmarks

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 Bookmarks - MS Word
• Add bookmarks with same name as data
field names
• Display BM – tools->options-> check
bookmarks selection – easier to see
• Use to position cursor – display data
• Use with tables, too

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 Document w/Bookmarks
April 9, 2003

Dear |:

According to our records, your balance of | is overdue.

Your sales rep will be contacting you to discuss your balance.

Sincerely,

Joe Smith

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Sample Document - Bookmarks

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Sample Doc with Tables &
Bookmarks

July 13, 2005

Dear :

We appreciate your business as a customer of , but would like to bring to your attention
that your current balance of is past due.

We value your business and to assure continued service, will be contacting you within
the next week at phone number to discuss your account.

Listed below are your unpaid invoices.

Invoice # Invoice Date Order # Amount Balance

Please contact me at 734-453-3101 if you have any questions.

Sincerely,

Carl D. Peterson
The Credit Checker

Cc:

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Sample Word Documents
Date: April 30, 2004

To: SUNBELT MACHINERY

Attn: Larry Gardner

CON F IR MIN G 13074
R ECEIP T O F P O
AN ADDITIONAL ACKNOWLEDGEMENT
NOTING ACTUAL DELIVERY DATES WILL
FOLLOW ONCE ALL MATERIAL .
CONFIRMATIONS ARE RECEIVED FROM
ADCO VENDORS. IF NEXUS IS CURRENTLY
PROCESSING A QUOTATION PRICING WILL
BE FORTHCOMING.

Nexus Software,Inc. hereby acknowledges receipt of your Purchase Order # 33414 . We have reviewed your
PO and made the changes listed below, and will proceed with procurement and production accordingly.

PO# CUSTOMER DESCRIPTION QTY UNIT SHIP

ITEM PRICE DATE
33414 *PPP*ASSY, NEXA 5 270.0000 05/17/04
33414 SOLDER STENCIL F 1 447.0000 04/15/04
33414 TOOLING/FIXTURIN 1 1684.0000 04/15/04
33414 660-508400 1 384.0000 04/15/04
33414 CB247-370009 & EXCESS STOCK CHA 1 5073.0000 04/15/04
CB2

PLEASE ALLOW 2 DAYS TRAVEL TIME FOR ARRIVAL OF SHIPMENT

If there are any questions regarding the changes made, please call me at (800) 500-7479 or e-mail me at
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Carl Peterson
Contracts Manger

Cc: Customer Order

E-Mail Transmittal Only

AF-0305-I

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Progress Com Data Object
Progress Com Object Viewer:
From Editor – tools -> protocols > com object viewer

Progress Active X Sample

chWorkSheet:Range("A1:C1"):Font:Bold = TRUE.

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 Sample Code - Bookmarks
chWordApplication:Visible = TRUE.
chWordTemplate = chWordApplication:Documents:OPEN
('c:\temp\bookmark-master.dot').

chWordApplication:activedocument:bookmarks:item("name"):Select().
chWordApplication:Selection:TypeText(xcustomer.NAME).

chWordApplication:activedocument:bookmarks:item("contact"):Select
().
/* Table */

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 Sample Code – Bookmarks - Tables
FOR EACH xinvoice WHERE xinvoice.custnum = xcustomer.custnum.
/* AND */
/* xinvoice.totalpaid < xinvoice.amount. */
t-inv-bal = xinvoice.amount - xinvoice.totalpaid.

chWordApplication:activedocument:bookmarks:item("Invoices"):Select().
chWordApplication:SELECTION:MoveRight.
chWordApplication:SELECTION:MoveRight.
chWordApplication:SELECTION:insertrows(1).
chWordApplication:Selection:TypeText(string(xinvoice.invoicenum,">>>>9")).

chWordApplication:SELECTION:MoveRight.
chWordApplication:Selection:TypeText(string(xinvoice.invoicedate,"99/99/99")).
chWordApplication:SELECTION:MoveRight.
chWordApplication:Selection:TypeText(string(xinvoice.ordernum,">>>9")).
chWordApplication:SELECTION:MoveRight.
chWordApplication:Selection:TypeText(string(xinvoice.amount,"->>>,>>9.99")).
chWordApplication:SELECTION:MoveRight.
chWordApplication:Selection:TypeText(string(t-inv-bal,"$->>>,>>9.99")).
chWordApplication:SELECTION:MoveRight.
chWordApplication:SELECTION:MoveRight.

END.

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 Sample Progress Code -Bookmarks

chWordApplication:Visible = TRUE.
chWordTemplate = chWordApplication:Documents:OPEN
('c:\temp\sample-bookmark.dot').

chWordApplication:activedocument:bookmarks:item("name"):Select().
chWordApplication:Selection:TypeText(customer.NAME).
chWordApplication:activedocument:bookmarks:item("contact"):Select().
chWordApplication:Selection:TypeText(customer.contact).
chWordApplication:activedocument:bookmarks:item(“balance"):Select().
chWordApplication:Selection:TypeText(string(customer.balance,”-
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>>>>9.00”)).
 Question –
What is rcode-information
statement -
used with temp tables?

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 Answer –
Rcode-information
• RCODE-INFORMATION

• Determines whether Progress stores temp-table buffer-field actual attributes in

the r-code's initial value segment (IVS), which has a maximum size.

• If you specify this option, Progress stores temp-table buffer-field actual

attributes in the IVS at compile time, and provides actual attributes at run time.

• If you do not specify this option, Progress stores no temp-table buffer-field

attributes in the IVS at compile time, and provides default attributes at run
time. Also at run time, if you access the FORMAT, INITIAL, LABEL, or
HELP attribute, Progress issues a warning message that it is supplying a
default attribute. To suppress the warning, use the NO-ERROR option in the
statement that accesses the attribute.

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 Temp Table Output
• Output to .CSV, .XLS, .TXT, Browse,
.SLK, & .DF File
• TT-file.p and tt-file.I (from PEG Utilities)
• www.peg.com - Select PEG Utilities and
select Temp Table Expositor V1.1
• Author is Jeff Pilant - 2004

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 Sample Program – Temp Table
DEFINE TEMP-TABLE tt-item
RCODE-INFORMATION
FIELD t-item LIKE ITEM.ITEM-num LABEL "Item"
FIELD t-desc LIKE item.item-name LABEL "Desc"
FIELD t-u-m LIKE ITEM.price LABEL "Price"
FIELD t-cur-u-cost LIKE ITEM.on-hand LABEL "On Hand"

INDEX t-item AS PRIMARY t-item.

DEF VAR h-item AS HANDLE.

FOR EACH ITEM NO-LOCK BY ITEM.item-num.
CREATE tt-item.
ASSIGN tt-item.t-item = ITEM.ITEM-num
tt-item.t-desc = ITEM.item-name
tt-item.t-u-m = ITEM.price
tt-item.t-cur-u-cost = ITEM.on-hand.
END.
{c:\mpug\tt-file\tt-file.i}
RUN c:\mpug\tt-file\tt-file.p (INPUT TEMP-TABLE tt-item:HANDLE,INPUT "c:\temp\tt-
file.xls", INPUT tt-excel).

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 Demo
With Examples

Email Carl Peterson For Samples

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Thank You!

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