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This describes the cross-check process between the master lists and Sierra to ensure we have all orders documented.
Team File
The Team file will have 4 tabs pmaster, emaster, psierra and esierra The ones that have master will have abbreviated data pulled from the master list for the cross check process. You will need to run 2 Lists from Sierra, one for print and one for electronic and you'll put that data in the corresponding sierra tabs.
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If you have any entries with multi as the code just leave those off and highlight them pink.
Running Lists
You'll use the Create Lists function in Sierra to run your lists.
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And hit Next, then make sure you but the tilde (~) in the Other box under delimiters (Image 9)
Then hit Finish.
Cleaning Sierra Data
Once the review files is open in Excel (ACQ_COLL_printRev) copy the entire sheet and paste it into the corresponding sierra tab. In this case the psierra tab.
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- Sort the entire sheet by ORD Type
- Select entire sheet
- Hit Data menu at top, then select Sort
- Click "My data has headers" at top right
- Use Sort by pull-down to select ORD TYPE and hit OK
- Replace the Order Type codes with the real types
- Select the entire ORD Type column
- Do a Find and Replace (Ctrl+F)
- Under Search choose By Columns
- Now work your way through the codes to replace them with the types using your cheat sheet (see Image 10) by filling in the code and replacement text and hitting Replace All
- Replace the codes in the Status column with the Status text the same way.
- Cut the entire Record # column and paste it in front of the Title column so the record numbers are in Column A (see Image 11)
Comparing Master List to Sierra
Next you'll go to your master tab (pmaster) in this case and do a match to the corresponding sierra tab (psierra) by following these steps:
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