| |
| File Maintenance (Personnel Files) |
| |
| Contents |
|
|
| Purpose: Setup and maintain
several personnel files. |
| |
| Maintenance: Very little
maintenance required once it's setup for the 1st time. |
| |
| 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. |
| |
|
| Basic Screens Section |
| |
 |
| Access Entry Menu |
-
Enter Code, enter a (three)
character code to access or add.
-
Note:
Some file types will require a different
number of characters.
-
Search,
select this to search for code entered.
(enter code to activate)
-
Re-Sort,
select this to re-sort file by code.
(refreshes system menubar list)
-
Quit,
select this to quit.
|
 |
| To Add new codes |
-
Enter a code that cannot be found, this
will cause the system to display notice above.
-
List,
select this to list codes to choose from.
-
Add,
select this to ADD this new code.
-
Re-Enter,
select this to re-enter the code.
|
 |
| File Maintenance Screen |
-
Name/Title, Enter the name or title
for this code.
-
Save,
select this to save changes for this code.
-
Quit,
select this to quit without saving changes.
-
Delete,
select this to delete this code.
-
Note:
deleted codes will be re-moved by the Re-Sort option.
-
Period fields are updated by the posting
process and the year-end close.
|
|
| Salesman File Section |
| |
| Access Menu: (start form
Main Menu Screen) |
|
|
| The Salesman file allows salesman to be
assigned to customers, ship-to accounts and orders. It's very important
when using the Sales Call Profile System and is an option on most reports. |
|
 |
|
| Department File Section |
| |
| Access Menu: (start form
Main Menu Screen) |
|
|
| The Department file allows orders to be
assigned to departments. Used for reporting. |
|
|
|
