IdealWare Online Users ManualIY4-17 I/Y MAINTENANCE |
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│01/15/08 D E M O C O M P A N Y │ │ LOCATION MASTER MAINTENANCE (SCREEN 1) │ │ │ │ STORE CODE __ │ │ │ │ 1 STORE NAME │ │ 2 G/L DIVISION # │ │ 3 TRANSFER G/L CODE │ │ 4 REGIONAL STORE CODE │ │ 5 INVENTORY CONTROL? │ │ 6 INVENTORY STORE CODE │ │ 7 I/Y CONTROL FILE AT WHICH STORE │ │ 8 STORE TYPE (Y/W/R) │ │ 9 REGIONAL UPDATE/SEARCH PATH │ │10 H.O.? │ │11 MULTI STORES? │ │12 CURRENCY CODE │ │13 TAX COUNTRY CODE │ │14 TAX PROVINCE CODE │ │15 ORDER REG COSTING TYPE (A/P) │ │16 RELATED COMPANY │ │ │ │PRESS F10 FOR SCREEN 2; F11 FOR SCREEN 3; F4 TO END. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter store code.
The store code is a 2 digit number. If you enter a code that does not yet exist the program prompts you to add a new store. See PROCEDURE - ADD A NEW CODE. If you enter an existing code the program prompts you to modify or delete the code. See PROCEDURE - MODIFY/DELETE AN EXISTING CODE.
[Enter] to accept displayed default.
In a single store environment this value defaults to the normal store code. See PROCEDURE - MODIFY/DELETE AN EXISTING CODE.
[F4] to exit to menu.
[F5] to display location master list for selection.
See PROCEDURE - MODIFY/DELETE AN EXISTING CODE.
[F10] to access screen 2.
[F11] to access screen 3.
Example Location Master Maintenance Screen 1 display:
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│01/15/08 D E M O C O M P A N Y │ │ LOCATION MASTER MAINTENANCE (SCREEN 1) │ │ │ │ STORE CODE 01 │ │ │ │ 1 STORE NAME IDEALWARE STORE# 1 │ │ 2 G/L DIVISION # 01 DIVISION 01 │ │ 3 TRANSFER G/L CODE 011300 INVENTORY │ │ 4 REGIONAL STORE CODE 00 IDEALWARE STORE# 1 │ │ 5 INVENTORY CONTROL? Y │ │ 6 INVENTORY STORE CODE 01 IDEALWARE STORE# 1 │ │ 7 I/Y CONTROL FILE AT WHICH STORE 00 │ │ 8 STORE TYPE (Y/W/R) Y │ │ 9 REGIONAL UPDATE/SEARCH PATH 0100 │ │10 H.O.? N │ │11 MULTI STORES? N │ │12 CURRENCY CODE CN CANADIAN FUNDS │ │13 TAX COUNTRY CODE CAN │ │14 TAX PROVINCE CODE BC BRITISH COLUMBIA │ │15 ORDER REG COSTING TYPE (A/P) A AVERAGE COST │ │16 RELATED COMPANY │ │ │ │** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
PROCEDURE - ADD A NEW CODE
If you enter a code which is not defined the following prompt displays.
[Enter] to add a new code.
The program will step you through each field (see FIELDS below). Once all the fields on screen 1 have been entered, the program advances to screen 2 and then screen 3. When all the fields on screens 1 - 3 are entered the following prompt displays.
[Enter] to accept and update.
[F2] to modify.
See PROCEDURE - MODIFY/DELETE AN EXISTING CODE.
[F4] to not add the code and return to CODE field.
[F2] to not add a new code.
You can enter a different NEW code, an existing code or press [F4] to exit.
PROCEDURE - MODIFY/DELETE AN EXISTING CODE
If you enter an existing code you will be prompted whether or not you wish to modify or delete the code.
[Enter] to clear the display and return to the CODE field.
"M" to modify data fields.
Enter the number of the field you wish to modify.
Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.
[Enter] for modifications complete.
[Enter] to accept changes and update the file.
The file is updated and you are returned to the CODE field.
[F2] to make additional modifications to the fields.
You are returned to the FIELD NUMBER prompt above.
[F4] to cancel all changes and return to CODE field.
"D" to delete the code.
"Y" to delete the code.
"N" to not delete the code.
FIELDS - SCREEN 1
Enter a 2 digit store code to access or add.
Displays store name; when adding a new code enter up to 35 characters.
Displays the G/L division; when adding a new code enter the desire G/L division.
The division code defined here is used to determine the division code portion of G/L accounts which are affected in the various processing register programs. For example, you are doing inventory adjustments and the inventory G/L code in the product group file for the affected product's group is xx-1300 and the adjustment G/L code is xx-1310. If the store's G/L division is "01", then (assuming a positive adjustment) the adjustment register will debit account 01-01-1300 and credit account 01-01-1310.
Displays the G/L transfer code; when adding a new code enter a transfer code in the format DD AAAA, where DD is the G/L division and AAAA the G/L account code. This value will be determined by your G/L setup.
Displays the regional store code; when adding a new code enter the desired region code or press [F2] to bypass. This is the region that the store belongs within.
"Y" to maintain inventory control at store.
"N" to not maintain inventory control at store.
Use the next field to indicate the inventory store.
Displays the store code where inventory is maintained; when adding a new code enter the associated inventory store code. This will normally be the same as the store code in the previous field, unless inventory is kept at a different store.
Displays the store code that maintains the inventory control file; when adding a new code enter the correct store code, if it is different from the new store you are adding.
Displays the store type; when adding a new code enter the desired type. IdealWare currently recognizes the following store types:
W = WAREHOUSE
Y = STORE
R = REGION
Displays the regional update/search path in a multistore environment; when adding a new code enter the path. This field is applicable in a multistore environment only.
"Y" to indicate this store is the "head office".
In a single store environment, the single store is the head office.
"N" to indicate this store is not the "head office".
"Y" to indicate this store is one of multiple stores.
"N" to indicate no other stores.
Displays the A/P currency code; when adding a new code enter the correct currency code.
Displays the country code of the tax jurisdiction; when adding a new code enter the correct country code.
Displays the province code of the tax jurisdiction; when adding a new code enter the correct province code. Press [F5] to display list for selection.
"A" for average cost.
"P" for purchase order cost.
Displays the company code; when adding a new code enter the correct company code.
PROCEDURE - SCREEN 2
Example Location Master Maintenance Screen 2 display:
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│01/15/08 D E M O C O M P A N Y │ │ LOCATION MASTER MAINTENANCE (SCREEN 2) │ │ │ │ STORE CODE 01 │ │ │ │ 1 STORE NAME IDEALWARE STORE# 1 │ │ 2 ADDRESS & STREET 200 - 3680 EAST HASTINGS STREET │ │ 3 CITY VANCOUVER │ │ 4 PROVINCE B.C. │ │ 5 POSTAL CODE V5K 2A9 │ │ 6 TELEPHONE # 298-9077 │ │ 7 INTER-STORE # │ │ 8 FAX # 298-6377 │ │ 9 MODEM # │ │10 MANAGER IDEAL GUY │ │11 ASSISTANT MANAGER │ │12 SENIOR SALESMAN │ │13 STORE FOREMAN │ │14 RESERVED │ │ │ │ │ │ │ │** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
FIELDS - SCREEN 2
Displays the store name. When adding a new store this field defaults to the store named entered at screen 1.
Displays the store address. When adding a new store enter the store address in these fields.
[Enter] to bypass.
[F3] to return to previous field.
Displays phone number; when adding a new code enter phone number here.
[Enter] to bypass.
[F3] to return to previous field.
Displays the interstore telephone number in a multistore environment; when adding a new code enter the number.
[Enter] to bypass.
[F3] to return to previous field.
Displays the FAX and modem numbers; when adding a new code enter the numbers.
[Enter] to bypass.
[F3] to return to previous field.
Displays the store manager's name; when adding a new code enter the name.
[Enter] to bypass.
[F3] to return to previous field.
Displays name of assistant store manager; when adding a new code enter the name.
[Enter] to bypass.
[F3] to return to previous field.
Displays name of senior salesman; when adding a new code enter the name.
[Enter] to bypass.
[F3] to return to previous field.
Displays name of store forman; when adding a new code enter the name.
[Enter] to bypass.
[F3] to return to previous field.
This field is reserved for future use.
PROCEDURE - SCREEN 3
Example Location Master Maintenance Screen 3 display:
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│01/15/08 D E M O C O M P A N Y │ │ LOCATION MASTER MAINTENANCE (SCREEN 3) │ │ │ │ STORE CODE 01 │ │ │ │ 1 STORE NAME IDEALWARE STORE# 1 │ │ 2 BACKGROUND TASK LOG FILE DIR /s1/iw/demo/logs/ │ │ 3 TRANSFER IN DIRECTORY /s1/iw/demo/trans.in/ │ │ 4 EXPORT DIRECTORY /s1/iw/demo/trans.out/ │ │ 5 TRANSFER OUT DIRECTORY /s1/iw/demo/trans.out/ │ │ 6 WORK FILE DIRECTORY /s1/iw/demo/work/ │ │ 7 DATA FILE DIRECTORY /s1/iw/demo/data/ │ │ 8 CREATE DAILY TRANSFER FILES? N │ │ 9 'NODE' NAME FOR TRANSFERS ideal01 │ │ 10 INVENTORY LIVE (Y/N) Y │ │ 11 DEFAULT DELIVERY CODE DELIVERY │ │ 12 DEFAULT DIRECT SHIP CODE │ │ 13 DESIGN CENTRE ATTACHED? N │ │ 14 TRANSFER/RECEIVE ORDERS ? Y │ │ 15 DEFAULT DELIVERY STORE 01 IDEALWARE STORE# 1 │ │ 16 DATASERVER PORT/SSL INFO │ │ │ │** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
FIELDS - SCREEN 3
Displays the store name. When adding a new store defaults to the store named entered at screen 1.
Displays the values as determined by your IdealWares consultant and indicates the various directories where your system information is stored.
Daily transfer files are used only in multistore environments.
"Y" to create daily transfer files between stores and head office.
"N" to not create daily transfer files.
Displays the node name value as determined by your IdealWare consultant.
Use this field to turn off inventory while setting up a new store.
"Y" to indicate that inventory is active.
"N" to indicate that inventory is not active.
Displays the default delivery code; when adding a new code enter the delivery code, if applicable. The delivery code is used by the sales order entry program. [Enter] to bypass field.
Displays the default direct shipping code; when adding a new code enter the default direct shipping code, if applicable. The direct shipping code is used by the sales order entry program. [Enter] to bypass field.
Use this field to associate an Innovis Design Centre with the store.
"Y" to indicate an Innovis Design Centre is attached to store.
"N" to indicate an Innovis Design Centre is not attached to store.
Applicable only in multi-store environments. If other store delivery orders can be transferred and received via modem for this store select option "Y".
"Y" to enable transfer/receive orders.
"N" to disable transfer/receive orders.
Applicable only in multi-store environments. Displays the default delivery store; when adding a new code enter the default delivery store. [Enter] to bypass field.
Displays dataserver port and ssl information as determined by your IdealWare consultant.
This field determines the applicable cost to use for sales order registers.