IdealWare Online Users ManualIY4-09-03 I/Y MAINTENANCE |
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┌────────────────────────────────────────────────────────────────────────────────â”
│01/02/08 D E M O C O M P A N Y │ │ PRODUCT MAINTENANCE - SCREEN 1 NOTES? │ │────────────────────────────────────────────────────────────────────────────────│ │ FOLIO NUMBER _______________ │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT TYPE @ LOCATION │ │02 DISPLAY DESC │ │03 EXTRA DESC 1 │ │04 EXTRA DESC 2 16 UPC CODE(S) │ │05 EXTRA DESC 3 │ │06 PRODUCT GROUP 11 ITEM CODE │ │07 BASE UNIT 12 LOGICAL CD │ │08 ALT1 UNIT 13 RESERVED │ │09 ALT2 UNIT 14 RESERVED │ │10 LINK CODE 15 │ │────────────────────────────────────────────────────────────────────────────────│ │ CODE SUPP PROD CODE │ │17 SUPPLIER 1 │ │18 SUPPLIER 2 │ │19 SUPPLIER 3 │ │20 SUPPLIER 4 │ │────────────────────────────────────────────────────────────────────────────────│ │F1=CODE SCAN, F2=SCAN, F4=EXIT, F5=PROD INQ, WORD+F5=WRD SRCH, GROUP+F6=GRP SRCH│ │F8=SCREEN-1, F9=SCREEN-2, F10=SCREEN-3, F11=SCREEN-4 │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter product PRODUCT CODE, QUICK CODE or LOGICAL CODE.
[F1] to display product list by PRODUCT CODE for selection.
Type a number and press [F1] to begin the list at that number. Once the products are listed, enter the LINE# of the desired product. You will then return to the product maintenance screen with the product selected.
[F2] to display next product on file.
Press [F2] a second time to return to the PRODUCT CODE field. Continue pressing [F2] to scroll through existing products, item by item.
[F4] to exit to menu.
[F5] to access product inquiry.
See 30976 - PRODUCT INFORMATION INQUIRY. Once the products are listed, enter the LINE# of the desired product. You will then return to the product maintenance screen with the product selected.
WORD + [F5] to display product list by KEY WORD for selection.
Type a key word to search by then press [F5] to begin the list at that word. Once the products are listed, enter the LINE# of the desired product. You will then return to the product maintenance screen with the product selected.
When you enter or select a product code the program displays all available information pertaining to that product in the remaining data fields.
Example Product Maintenance Screen 1 display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│02/07/07 IDEALWARE │ │ PRODUCT MAINTENANCE - SCREEN 1 NOTES? N │ │────────────────────────────────────────────────────────────────────────────────│ │ PRODUCT CODE 109694 2X4 S4S TK GRN 08 │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT TYPE L @ LOCATION 01 000-00-000│ │02 DISPLAY DESC 2X4 S4S TK GRN 08 │ │03 EXTRA DESC 1 │ │04 EXTRA DESC 2 13 UPC BAR CODE(S)│ │05 EXTRA DESC 3 │ │06 PRODUCT GROUP WO-C4-**-** 11 QUICK CD #1 24STK8 │ │07 BASE UNIT LIN 12 LOGICAL CD #2 0204TCG*08 │ │08 ALT-1 UNIT/MULT MFBM 1499.99250 LIN/MFBM │ │09 ALT-2 UNIT/MULT PCE 0008.00000 LIN/PCE │ │10 ALT CODE │ │────────────────────────────────────────────────────────────────────────────────│ │ CODE HIS PROD CODE REBATE │ │14 SUPPLIER 1 │ │15 SUPPLIER 2 │ │16 SUPPLIER 3 │ │17 SUPPLIER 4 │ │────────────────────────────────────────────────────────────────────────────────│ │F5=PRICING INQUIRY, F12=OTHER OPTIONS, CR=CONTINUE: __ │ │F8=SCREEN-1, F9=SCREEN-2, F10=SCREEN-3, F11=SCREEN-4, 'D'=DELETE │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to clear display and return to PRODUCT CODE field.
[F5] to display product prices.
See 30973 - PRODUCT PRICE INQUIRY.
[F8], [F9], [F10], [F11] to display maintenance screens.
[F12] to display product inquiry options.
See PROCEDURE - PRODUCT INQUIRY OPTIONS.
"D" to delete product.
See PROCEDURE - DELETE A PRODUCT.
PROCEDURE - PRODUCT INQUIRY OPTIONS
When you access product inquiry options the following screen displays. Most of the inquiry and maintenance programs accessed from this screen are discussed at length in their respective articles. The options are merely summarized here.
PRODUCT INQUIRY OPTIONS DISPLAY
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┌─────────────────────────< PRODUCT INQUIRY OPTIONS >──────────────────────────â”
│ │ │ S1 = STATISTICS (MONTHLY) PF = PRINT RELATED FORMS │ │ S2 = STATISTICS (MTD/YTD/LYR) PI = SALE ORDER INQUIRY BY PRODUCT │ │ S3 = STATISTICS (WEEKLY) PM = PRICING MAINTENANCE │ │ SY = STATISTICS (YEARLY) PO = PURCHASE ORDER INQ BY PRODUCT │ │ F5 = PRICE INQUIRY RH = RECEIPTS HISTORY INQUIRY │ │ CM = COST MAINTENANCE TD = TRANSACTION INQUIRY (DETAILED) │ │ LD = LENGTH DISTRIBUTION INQUIRY TS = TRANSACTION INQ (SUMMARY) OLD │ │ LT = LENGTH TURNS INQUIRY IS = TRANSACTION INQ (SUMMARY) NEW │ │ PD = PRODUCT DISTRIBUTION INQUIRY N = NOTES │ │ │ │** SELECT OPTION (CR TO EXIT WINDOW): __ │ └──────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to close window and return to product maintenance.
"S""1" to display product monthly statistics.
Press [Enter] to return to the product maintenance screen.
"S""2" to display product MTD, YTD and LYR statistics.
Press [Enter] to return to the product maintenance screen.
"S""3" to display product weekly statistics.
The inquiry begins with the current week and displays statistics for the previous 14 weeks. Press [F9] to enter a new range. Press [Enter] to return to the product maintenance screen.
"S""Y" to display product yearly statistics.
The inquiry displays sales quantities for the current year. Press [↑] or [↓] to disply next or prior year and "D" to display dollar amounts. Press "P" to print the displayed information. Press [Enter] to return to the product maintenance screen.
[F5] to access product price inquiry.
Press [Enter] to return to the product maintenance screen.
"C""M" to access product cost maintenance.
You can add, modify or delete product costs. Press [Enter] and then [F4] to return to the product maintenance screen.
"L""D" to display product length distribution inquiry.
The inquiry enables you to specify the yard, access the PO and product inquiry programs, and toggle between the average and original costs. Press [F4] to return to the product maintenance screen.
"L""T" to display product length turns inquiry.
The inquiry enables you to specify the yard, access the PO and product inquiry programs, and toggle between the average and original costs. Press [F4] to return to the product maintenance screen.
"P""D" to display product distribution inquiry.
Press [F9] to print the inquiry. Press [Enter] to return to the product maintenance screen.
"P""F" to print related forms, if any.
If there are forms the printer selection screen is displayed. If there are no related forms an alert message displays. Press [Enter] to clear the alert and return to the product maintenance screen.
"P""I" to access sale order inquiry by product.
The inquiry defaults to the product from which you initiated the program. Once within the inquiry program you can inquiry upon other products or change your search criteria. At the inquiry criteria screen press [F4] to return to the product maintenance screen.
"P""M" to access pricing maintenance.
You can add, modify or delete product prices. Press [Enter] and then [F4] to return to the product maintenance screen.
"P""O" to access PO inquiry by product.
Press [F4] to return to the product maintenance screen.
"R""H" to access receipts history inquiry by product.
The inquiry defaults to the product from which you initiated the program. Once within the inquiry program you can inquiry upon other products or change your search criteria. At the inquiry criteria screen press [F4] to return to the product maintenance screen.
"T""D" to access product detail transaction inquiry.
Press [F4] to exit the inquiry program. You then have the option to print transaction details or press [Enter] to exit. At the PRODUCT field press [F4] to return to the product maintenance screen.
"T""S" to access product summary transaction inquiry.
Select this option to access the old version of the transaction summary inquiry. Press [F4] to exit the inquiry program. You then have the option to print transaction details or press [Enter] to exit. At the PRODUCT field press [F4] to return to the product maintenance screen.
"I""S" to access product summary transaction inquiry.
Select this option to access the new version of the transaction summary inquiry. Press [F4] to exit the inquiry program. You then have the option to print transaction details or press [Enter] to exit. At the PRODUCT field press [F4] to return to the product maintenance screen.
"N" to access product notes.
From the product notes summary press [F4] to return to the product maintenance screen.
PURPOSE - MODIFY FIELDS IN MASTER SCREENS 1-4
This sections explains the procedures used to modify the contents of the data fields in product maintenance master screens 1-4.
PROCEDURE - MODIFY FIELDS IN MASTER SCREENS 1-4
Retrieve the product you want to modify. See PROCEDURE - FIND AN EXISTING PRODUCT.
Example Product Maintenance Screen 1 display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│02/07/07 IDEALWARE │ │ PRODUCT MAINTENANCE - SCREEN 1 NOTES? N │ │────────────────────────────────────────────────────────────────────────────────│ │ PRODUCT CODE 109694 2X4 S4S TK GRN 08 │ │────────────────────────────────────────────────────────────────────────────────│ │01 PRODUCT TYPE L @ LOCATION 01 000-00-000│ │02 DISPLAY DESC 2X4 S4S TK GRN 08 │ │03 EXTRA DESC 1 │ │04 EXTRA DESC 2 13 UPC BAR CODE(S)│ │05 EXTRA DESC 3 │ │06 PRODUCT GROUP WO-C4-**-** 11 QUICK CD #1 24STK8 │ │07 BASE UNIT LIN 12 LOGICAL CD #2 0204TCG*08 │ │08 ALT-1 UNIT/MULT MFBM 1499.99250 LIN/MFBM │ │09 ALT-2 UNIT/MULT PCE 0008.00000 LIN/PCE │ │10 ALT CODE │ │────────────────────────────────────────────────────────────────────────────────│ │ CODE HIS PROD CODE REBATE │ │14 SUPPLIER 1 │ │15 SUPPLIER 2 │ │16 SUPPLIER 3 │ │17 SUPPLIER 4 │ │────────────────────────────────────────────────────────────────────────────────│ │F5=PRICING INQUIRY, F12=OTHER OPTIONS, CR=CONTINUE: __ │ │F8=SCREEN-1, F9=SCREEN-2, F10=SCREEN-3, F11=SCREEN-4, 'D'=DELETE │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to clear display and return to PRODUCT CODE field.
[F5] to display product prices.
See 30973 - PRODUCT PRICE INQUIRY.
[F8], [F9], [F10], [F11] to display maintenance screens.
[F12] to display product inquiry options.
See PROCEDURE - PRODUCT INQUIRY OPTIONS.
"D" to delete product.
See PROCEDURE - DELETE A PRODUCT.
FIELDS - MASTER SCREENS 1-4
Enter number of field to modify.
Only those fields applicable to the product based on its product type are accessible.
[Enter] to accept changes to field.
The cursor moves to the next accessible field.
[F3] to return to previous field.
[F4] to accept changes to field and exit edit mode.
In descriptive fields, use the TAB and ARROW KEYS to move around the field to modify the contents. Use INSERT to toggle between insert and typeover mode.
Enter field number to modify.
See initial prompt above.
[Enter] to accept changes and update product.
[F4] to cancel all changes.
When you update or cancel the changes, at maintenance master screens 1 and 2, you are returned to the PRODUCT CODE field with the product code of the product displayed. Press [Enter] to redisplay the same product information or Enter the product code of another product to display a different product.
When you update or cancel the changes, at maintenance master screens 3 and 4, you are returned to the STORE CODE field where you can enter the same or a different store code. At the PRODUCT CODE field press [Enter] to redisplay the same product information or Enter the product code of another product to display a different product.
When you make changes to lumber product logical codes, the program will automatically recalculate the LIN/SQ FT and FBM factors. The following prompts display, giving the operator the option of changing the recalculated factors.
Enter new value to override calculated value.
[Enter] to accept calculated new value.
[F1] to force previous value to override calculated value.
Enter new value to override calculated value.
[Enter] to accept calculated new value.
[F1] to force previous value to override calculated value.
PURPOSE - DELETE/UNDELETE A PRODUCT
This sections explains the procedures used to delete, undelete and purge product files.
If you are on a single store system, your system can be configured so that after the initial "D" to delete is entered, the product is "purged" from the system immediately and none of the other prompts are issued.
PROCEDURE - DELETE A PRODUCT
Retrieve the product to delete. See PROCEDURE - FIND AN EXISTING PRODUCT.
At maintenance master screens 1, 2, or 3 select option "D" to delete. You can not delete a product from maintenance master screen 4.
"D" to delete product.
[Enter] to clear alert message.
Enter delete password defined for your system.
[Enter] to return to product maintenance screen.
[F3] to cancel and return to product maintenance screen.
"P" to remove product.
This option deletes the product master file and all related files from the system immediately with no chance of recovery. In a multistore environment the product files will be removed from all locations during the nightly update performed by the system.
"Y" to continue with purge.
"N" to cancel and return to product maintenance screen.
"D" to flag product as unavailable.
This option flags the product master file and all related files as unavailable for use. The files are not deleted from the system and can be restored at any time. In a multistore environment the product files will be flagged at all locations during the nightly update performed by the system. While deleted product files can be undeleted, any transactions occurring while the files were flagged will not be reflected in the affected files.
[F4] to cancel and return to product maintenance screen.
When you complete or cancel the delete, at maintenance master screens 1 and 2, you are returned to the PRODUCT CODE field with the product code of the product displayed. If you have cancelled the delete press [Enter] to redisplay the same product information or enter the product code of another product to display a different product. If you have purged a product, pressing [Enter] will restore the product code, which you can then use for a new product. See PROCEDURE - ADD A NEW PRODUCT.
When you complete or cancel the delete, at maintnenance master screen 3, you are returned to the STORE CODE field, where you can enter the same or a different store code. If you have cancelled the delete, at the PRODUCT CODE field press [Enter] to redisplay the same product information or enter the product code of another product to display a different product. If you have purged a product, pressing [Enter] will restore the product code, which you can then use for a new product. See PROCEDURE - ADD A NEW PRODUCT.
PROCEDURE - UNDELETE A PRODUCT
Retrieve the product that you wish to undelete.
If your single-store system has been configured to permit "quick delete", you can not undelete a deleted/purged product. See PROCEDURE - FINDING AN EXISTING PRODUCT.
At maintenance master screens 1, 2, or 3 select option "D" to undelete. You can not undelete a product from maintenance master screen 4.
"D" to undelete product.
Enter undelete password defined for your system.
[Enter] to return to product maintenance screen.
[F3] to cancel undelete and return to product maintenance screen.
"D" to undelete product.
"P" to purge product.
"Y" to continue with purge.
"N" to cancel and return to product maintenance screen.
When you have completed the undelete process, you are returned to the PRODUCT CODE field with the product code of the undeleted product displayed. Press [Enter] to display the undeleted product information or enter the product code of another product to display a different product.
PROCEDURE - PRODUCT NOTES
The notes utility is used throughout the system. Wherever used the screen headers will reference the maintenance or inquiry program from which the notes utility was opened. In the following description, a generic header is used. In addition, some prompts may also reference the program that opened the notes utility and may appear slightly different.
NOTES SUMMARY SCREEN DISPLAY
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│ 07/03/07 ***** NOTES SUMMARY ***** 14:19:58 │ │ ────────────────────────────────────────────────────────────────────────────── │ │ ACCESS CODE: GARLI GARIBALDI LIMITED │ │ ────────────────────────────────────────────────────────────────────────────── │ │ PRIORITY DATE SEQ DESCRIPTION │ │ ────────────────────────────────────────────────────────────────────────────── │ │ **** END OF FILE **** │ │ │ │ │ │ │ │ │ │ ────────────────────────────────────────────────────────────────────────────── │ │ ** ENTER LINE NUMBER OF NOTES TO DISPLAY; F4 TO EXIT; F9 TO CLEAR NOTES: _ │ │ F1 FOR LINE MODE; PG-UP; PG-DN; (A)DD NOTES; (Q)ICK ADD; (C)OPY NOTES. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter line number of note to display details of that note.
See MODIFY OR DELETE A NOTE.
[F1] to toggle between line mode and page mode.
[F4] to exit and return to maintenance or inquiry screen.
[F9] to delete notes.
See MODIFY OR DELETE A NOTE.
"A" to add a note.
See ADD A NOTE.
"Q" to quick add a note.
See QUICK ADD A NOTE.
"C" to copy notes.
See COPY A NOTE.
[PG-UP] and [PG-DN] to move up or down through existing notes.
ADD A NOTE
To add a note select "A" at the notes summary screen.
NOTES DETAIL SCREEN DISPLAY
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┌────────────────────────────────────────────────────────────────────────────────â”
│ 07/03/07 ***** NOTES DETAILS ***** HH:MI:SS │ │ ------------------------------------------------------------------------------ │ │ ACCESS CODER: GARBU GARIBALDI LIMITED │ │ DATE: MMDDYY │ │ SEQUENCE: │ │ DESCRIPTION │ │ ------------------------------------------------------------------------------ │ │ │ │ │ │ │ │ │ │ ------------------------------------------------------------------------------ │ │ ENTER NOTE'S RELEVANT DATE, SELECT OPTION BELOW OR PRESS F2 TO SCAN: │ │ (CR='99/99/99'-LOW PRIORITY, F9=CURRENT DATE, F10='00/00/00'-HIGH PRIORITY). │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter a relevant date.
If you enter a specific date for the note it will be given medium priority on the summary screen.
[Enter] to assign the date 99/99/99.
The note is given low priority.
[F2] to scan existing notes.
[F2] to scan existing notes one by one.
[F3] or [F4] to return to summary screen.
[PG-UP] or [PG-DN] to scan notes a page at a time.
[F9] to assign the current system date.
The note is given medium priority.
[F10] to assign the date 00/00/00.
The note is given high priority.
Enter a sequence code of 2 alpha/numeric characters.
The sequence code is used to distinguish notes of the same priority, ie to display three high priority notes each one would have a different sequence code.
Enter a brief description for the supplier notes summary display screen.
You may enter up to 55 characters.
Enter the text of the note.
You may enter up to 999 lines of text in a note; text entry has automatic word wrap.
Special Editing Keys:
[HOME] to move cursor to the left margin of the current line.
[END] to move cursor to the right margin of the current line.
[INSERT] to toggle between INSERT and TYPEOVER modes.
[DELETE] to delete the character at cursor.
[BACKSPACE] to delete the character to the left of cursor.
[←] [→] [↑] [↓] to move cursor as indicated by selected arrow key.
[F2] to delete the current line.
[F6] to reformat text by removing extra spaces and hard returns.
[F4] to end text entry.
[Enter] to accept edits and update note.
[F2] to re-enter editing mode.
[F4] to cancel note.
You are returned to a blank note detail entry screen where you can either compose another note or press [F4] to return to the notes summary screen display.
QUICK ADD A NOTE
To quick add a note select "Q" at the notes summary screen. If there are no existing notes the system takes you to the description line and automatically sets the note date to 99/99/99 (low priority) and the sequence to AG.
Enter a description (up to 55 characters) for the note summary.
[F3] to re-enter the sequence code or date.
See ADD A NOTE.
When you select "Q" at the notes summary screen to quick add a note, if there are existing notes the system takes you to the detail screen of the last note in the file and displays the following prompt:
[F2] to scan existing notes one by one.
[F3] or [F4] to return to summary screen.
"M" to make changes to the note.
You may use the existing note as a template for a new note, press [F3] to change either the date (priority) or sequence code so that the original note is not overwritten. See MODIFY OR DELETE A NOTE.
"D" to delete the note.
See MODIFY OR DELETE A NOTE.
MODIFY OR DELETE A NOTE
To modify or delete an existing note enter the line number of the note you wish modify or delete at the notes summary screen. The system takes you to the detail screen of that note and displays the following prompt:
[F2] to scan existing notes one by one.
[F3] or [F4] to return to note summary screen.
"M" to modify the note.
You are taken to the description line of the note where you may enter a new description that will appear on the notes summary display.
[F3] to re-enter date (to change priority) and/or sequence code.
[Enter] to accept changes and advance to next field.
Edit the text of the note
You may enter up to 999 lines of text in a note; text entry has automatic word wrap.
For special editing keys see ADD A NOTE.
[F4] to end text editing.
[Enter] to accept modifications and update the note.
[F2] to re-enter editing mode.
[F4] to cancel changes to the note.
You are returned to a blank note detail entry screen where you can either compose another note or press F4 to return to the notes summary screen display.
"D" to delete the note.
"N" to not delete the note.
"Y" to delete the note.
You can not undelete the note.
You are returned to a blank note detail entry screen where you can either compose another note or press [F4] to return to the notes summary screen display.
COPY A NOTE
To copy a note select "C" at the notes summary screen. The target file can be a supplier, customer or product note, depending on where you accessed the notes utility.
Enter the code to which you wish to attach a copy of the note(s).
"A" to copy all notes to the selected target file.
[Enter] to select specific notes to copy to target file.
Each note summary is displayed one at a time for selection.
"Y" to copy the note to target.
"N" to not copy the note.
Pressing [Enter] defaults to No.
[Enter] to copy note and also retain in the source file.
A product can not be removed from inventory until a parameter defined period of time elapses since the last sales or receipts.