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| File Maintenance (LookUp Tables) |
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| Contents |
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| Purpose: Setup and maintain
several personnel files. |
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| Maintenance: Very little
maintenance required once it's setup for the 1st time. |
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| General
Reference: This reference page will cover several file maintenance
options because they are very much the same. Same access screen and
maintenance screen, only the title is different. So this first section
covers the basic screens and options for all files. |
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| Basic Screens Section |
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| Access Entry Menu |
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Enter Code, enter a (three)
character code to access or add.
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Note:
Some file types will require a different
number of characters.
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Search,
select this to search for code entered.
(enter code to activate)
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Re-Sort,
select this to re-sort file by code.
(refreshes system menubar list)
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Quit,
select this to quit.
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| To Add new codes |
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Enter a code that cannot be found, this
will cause the system to display notice above.
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List,
select this to list codes to choose from.
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Add,
select this to ADD this new code.
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Re-Enter,
select this to re-enter the code.
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| File Maintenance Screen |
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Name/Title/Description, Enter the name or title
for this code.
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Save,
select this to save changes for this code.
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Quit,
select this to quit without saving changes.
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Delete,
select this to delete this code.
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Note:
deleted codes will be re-moved by the Re-Sort option.
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| Location File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The Location file allows you to assign
each item to a warehouse location. Line items can be sorted by location
when printing work orders. |
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| Route File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The Route file allows you to setup
delivery routes. For ship-to accounts and orders. |
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| Terms File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The Terms file allows you to setup
account terms. You then assign each customer Terms of sale. This controls
discounting, finance charges etc.. |
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| File Maintenance Screen |
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Terms Title, Enter the title
for this code.
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Credit Card Terms, On - This is a
Credit Card term. (activates Credit Card Validation during order entry)
learn more....
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Bill Statement, On - Include all
invoices with this term on statements.
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Cash Discount, On - This is a Cash
Discount term.
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Discount, Enter discount
percentage. (decimal format) Ex: 0.0800 = 8%
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Discount Days, Enter days value.
(if paid within nn Days then discount is applied)
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Interest, On - turn finance charge
on.
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Interest Rate, Enter rate
percentage. (decimal format) Ex: 0.0800 = 8%
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Interest Flat Fee, Enter a flat fee
instead of rate
percentage.
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Interest Days, Enter days value.
(apply interest after nn Days old)
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Note:
Interest is calculated during Period Close..
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Save,
select this to save changes for this code.
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Quit,
select this to quit without saving changes.
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Delete,
select this to delete this code.
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Note:
deleted codes will be re-moved by the Re-Sort option.
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| Letter File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The Letter file allows you to setup
custom letters that can then be printed from the Mass Mail-outs report. |
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| File Maintenance Screen |
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Description, Enter the description
for this letter.
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Title, enter your title (Owner,
President etc...)
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Contact, your contact name.
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Body Of Letter, Enter the body of
this letter.
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Enclosures, On - to print
"Enclosure" at the bottom of page.
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Save,
select this to save changes for this code.
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Quit,
select this to quit without saving changes.
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Delete,
select this to delete this code.
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Note:
deleted codes will be re-moved by the Re-Sort option.
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| Zip Code File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The Zip Code file allows you to setup
each Zip Code's City and State. This allows users to just enter a zip code
for the system to populate the city and state for you. |
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| File Maintenance Screen |
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City, Enter the city for this code.
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State/Province, Enter state or
province for this code.
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Save,
select this to save changes for this code.
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Quit,
select this to quit without saving changes.
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Delete,
select this to delete this code.
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Note:
deleted codes will be re-moved by the Re-Sort option.
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| UPS Zone File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| The UPS Zone file allows you to setup
each UPS Zone rates. During order entry you can select shipping and enter
pounds, the system can calculate shipping charges. |
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| File Maintenance Screen |
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Make any changes as needed by selecting
the field and type over it.
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Update,
select this to update all changes back to the live UPS Zone table file.
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Quit,
select this to quit without saving changes.
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Note:
For network users, all users will be required to log off before
selecting Update.
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| United
Inches Chart File Section |
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| Access Menu: (start form
Main Menu Screen) |
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File
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United Inches Chart File
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| This allows user to manage and make
changes to the united inches chart. |
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| File Maintenance Screen |
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Make any changes as needed by selecting
the field and type over it.
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Update,
select this to update all changes back to the live United Inches Chart
file.
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Quit,
select this to quit without saving changes.
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Note:
For network users, all users will be required to log off before
selecting Update.
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This United Inches Chart relates with the
Width selection pull-down on the Inventory screen. |
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WTH = Width Columns
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The UI Column is total inches.
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The Wth Columns are footage.
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The Wth columns are 1-9 and
then A-Z giving us 35 possible Widths.
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1" - Wth1 Column
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1 1/2" - Wth2 Column
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2" - Wth3 Column
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2 1/2" - Wth4 Column
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3" - Wth5 Column
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3 1/2" - Wth6 Column
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4" - Wth7 Column
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4 1/2" - Wth8 Column
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5" - Wth9 Column
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5 1/2" - WthA Column
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6" - WthB Column
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Note:
Up to 6" is system default, but you can add custom widths.. see below.
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| How to ADD Custom Widths: |
| Access Menu: (start form
Main Menu Screen) |
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Note:
Be careful while working with this file, it's live.
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Make sure no others are working in
ProFrame while doing this.
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Utility
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Command Line
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Type use pfwidthf enter
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Type browse enter
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Code1 = 1-9 or A-Z
corresponding with the Wth fields above.
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Descrip = Description of
Width (displayed on Pull-down above)
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Active1 = Y - Is Active,
Blank or N - Not Active.
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Note:
Be careful not to modify any Code1 fields.. 1-9, A-Z.
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Note:
In this sample, Code1 - C is being added (1/2) Notice that it's
entered after the Width 6" and also notice it has no " at the end.
(1/2" like all the others) I've done that to show that it does not
matter, it's only a description that's displayed on the Width
Selection pull-down during inventory item screen.
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Add the new width in the
Descrip field.
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Set Active1 to Y.
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Press the ESC key when
finished.
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Press the ESC key again to
return back to the main menu.
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Now open the United Inches Chart
file and make corresponding changes to match any new widths.
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Note:
Can I insert (1/2") width in front of (1")? Yes, BUT you would
have to push every thing down including the United Inches Chart.
Remember the United Inches Chart Wth1 = Code1(1) of
this file. Wth2 = Code1(2), Wth3 = Code1(3), Wth4 = Code1(4)
etc...
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| Item Comment File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| This allows user to setup common
comments that can be selected during many notes, memos and comment fields
through out the system. |
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During order entry, the user can
select the 1, 2 or 3 buttons to the left of comments and be able to
select a system comment. |
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| ShipVIA File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| This allows user to setup Ship-Via codes
for shipping selection during order entry. |
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| ShipFrom File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| This allows user to setup Ship-From
company numbers.. The system defaults with 01 - 99. You should edit any
that apply to you. This is used during order entry for companies that may
have more than one location and you're using the Remote Utility option.
This allows you to select the warehouse location that this product should
ship from. |
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| Credit Card File Section |
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| Access Menu: (start form
Main Menu Screen) |
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| This allows user to setup credit card
names
for Credit Card selection during CFM and order entry. |
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