Using Visual Basic Macros

System Manager provides full support for Microsoft Visual Basic for Applications (VBA), allowing Purchase Orders to integrate smoothly with Microsoft’s entire Office suite.

You can record, edit, and run VBA macros from within Sage 300. You can also continue to run VBA macros for another application that includes VBA (such as Microsoft Excel).

Purchase Orders comes with a workflow macro that lets employees enter purchase requests that can be sent as e-mail attachments to managers for approval or rejection. The macro creates purchase orders for approved requests.

The workflow macro consists of:

• WorkReq.avb. More...

  This macro lets employees complete a form to request the purchase of items and to specify the estimated cost of the request. The request is sent as an attachment to the e-mail address specified on the request for approval. A Purchase Orders requisition is automatically posted for the request.

  The WorkReq.avb macro should be available only to employees who have authorization to enter requisitions in Purchase Orders.

• Workflow.avb. More...

  This macro lets employees send the details of requisitions for approval. The employee highlights the requisition for which approval is required, and sends it as an e-mail attachment to the manager’s e-mail address.

  The Workflow.avb macro should be available only to employees who have authorization to enter requisitions in Purchase Orders.

• Workmonitor.avb. More...

  This macro lets managers approve requests for purchases from employees. When a Requisition Request e-mail is received from an employee, the manager can either approve or reject the request. If the request is approved, a purchase order is automatically created for the item and an e-mail confirmation is sent to the employee. If the request is rejected, the manager can provide the reason for rejecting the request and an e-mail is sent to the employee.

  The Workmonitor.avb macro should be available only to employees who have authorization to approve requisitions.

To run a macro:

1. On the Sage 300 Desktop, click Run Macro (in the Macros section of the ribbon).

   The Run Macro screen appears.

2. In the Files Of Type field, select VBA Macro Files.
3. Double-click the macro you want to run.

To add an icon for a macro to your desktop:

1. On the Sage 300 Desktop, select (highlight) Purchase Orders, and then click Object > New > Macro.
2. In the Title field, enter a title for the macro, such as Requisition Request or Requisition Approval.
3. Click Next.
4. Click Browse, and then select the folder and the macro (for example, {installation path}\macros\workreq.avb).
5. Click Finish.