IdealWare Online Users ManualSP2-02 S/P PROCESSING |
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┌────────────────────────────────────────────────────────────────────────────────â”
│02/08/08 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - D E M O C O M P A N Y │ │ │ │ STORE CODE: ___ STATUS: │ │────────────────────────────────────────────────────────────────────────────────│ │STORESEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │┌──────────────────────────────────────────────────────────────────────────────â”│ ││** INTEGRATING TRANSFERRED BATCHES ... ││ ││ ││ ││ ││ │└──────────────────────────────────────────────────────────────────────────────┘│ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ENTER STORE CODE OR 'ALL' │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter store code to process that store's batches.
[Enter] to process batches for all stores.
[Enter] to accept default value "C".
"C" to process current batches.
"H" to display updated batches.
"B" to display both.
The batch integration display is populated based on the store and status options selected. Each line of the display represents a batch that was updated at the store and transferred to the head office.
Example Batch Integration Screen display:
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┌────────────────────────────────────────────────────────────────────────────────â”
│10/26/07 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - IdealWare │ │ │ │ YARD CODE: C1 COQUITLAM STORE STATUS: ALL BATCHES │ │────────────────────────────────────────────────────────────────────────────────│ │YARD SEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │C1 C1000895 YM-9509 I/Y PURGE UPDATED 07/10/02,15:25 07/10/02,15:30 │ │C1 C1000896 YP-0199 STK PURGE UPDATED 07/10/03,12:25 07/10/03,12:27 │ │C1 C1000897 YS-0499 STK COUNT UPDATED 07/10/03,13:27 07/10/03,13:30 │ │C1 C1000898 YS-0500 STK COUNT UPDATED 07/10/03,13:30 07/10/03,13:32 │ │C1 C1000899 VO-5380 ORDER UPDATED 07/10/03,13:32 07/10/03,13:34 │ │C1 C1000900 YR-0625 RECEIVING UPDATED 07/10/04,15:25 07/10/04,15:27 │ │C1 C1000901 YJ-5433 ADJUSTMENT UPDATED 07/10/04,15:27 07/10/04,15:29 │ │C1 C1000902 YR-0626 RECEIVING UPDATING 07/10/04,15:29 │ │C1 C1000903 YT-5434 STK TRANS TO UPDATE │ │C1 C1000904 VO-5381 ORDER TO UPDATE │ │C1 000905 MISSING NOT AT H.O. │ │C1 C1000906 VO-5382 ORDER TO UPDATE │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** ENTER 'F1' FOR BATCH OPTIONS; CR=NEXT SCREEN; │ │ F3 TO BACKUP; F4 TO EXIT: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to display next screen.
[F3] to display previous screen.
When there are more batches than can display on one screen, press [Enter] to advance and [F3] to return to the previous screen.
[F4] to exit to menu.
[F1] to display batch options.
For a full description of the following options see PROCEDURE - BATCH UPDATE, OPTION - ALL BATCHES OR BATCHES TO UPDATE.
BATCH OPTIONS
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│ │ │ (N) UPDATE NEXT BATCH │ │ (U) UPDATE TO BATCH # │ │ (T) THIS STORE, ALL BATCHES │ │ (A) ALL BATCHES, ALL STORES │ │ (C) CHANGE NEXT BATCH │ │ (F) FREEZE / UNFREEZE UPDATES │ │ │ │ │ │ ** ENTER BATCH OPTION │ │ (F3/F4 TO END): _ │ │ │ └─────────────────────────────────┘ |
[F3] to end batch processing and return to STORE CODE field.
[F4] to exit to menu.
"N" to up next batch.
"U" to update in sequence to batch # specified.
"T" to update all batches for selected store.
"A" to update all batches for all stores.
"C" to change next batch to process.
"F" to stop/start updates.
PROCEDURE - BATCH INQUIRY
The batch update sequencer program enables you to display batches that have been updated and/or batches that are yet to be updated.
Example Batch Integration Screen display:
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│10/26/07 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - IdealWare │ │ │ │ YARD CODE: C1 COQUITLAM STORE STATUS: ALL BATCHES │ │────────────────────────────────────────────────────────────────────────────────│ │YARD SEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │C1 C1000895 YM-9509 I/Y PURGE UPDATED 07/10/02,15:25 07/10/02,15:30 │ │C1 C1000896 YP-0199 STK PURGE UPDATED 07/10/03,12:25 07/10/03,12:27 │ │C1 C1000897 YS-0499 STK COUNT UPDATED 07/10/03,13:27 07/10/03,13:30 │ │C1 C1000898 YS-0500 STK COUNT UPDATED 07/10/03,13:30 07/10/03,13:32 │ │C1 C1000899 VO-5380 ORDER UPDATED 07/10/03,13:32 07/10/03,13:34 │ │C1 C1000900 YR-0625 RECEIVING UPDATED 07/10/04,15:25 07/10/04,15:27 │ │C1 C1000901 YJ-5433 ADJUSTMENT UPDATED 07/10/04,15:27 07/10/04,15:29 │ │C1 C1000902 YR-0626 RECEIVING UPDATING 07/10/04,15:29 │ │C1 C1000903 YT-5434 STK TRANS TO UPDATE │ │C1 C1000904 VO-5381 ORDER TO UPDATE │ │C1 000905 MISSING NOT AT H.O. │ │C1 C1000906 VO-5382 ORDER TO UPDATE │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** ENTER 'F1' FOR BATCH OPTIONS; CR=NEXT SCREEN; │ │ F3 TO BACKUP; F4 TO EXIT: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to display next screen.
[F3] to display previous screen.
When there are more batches than can display on one screen, press [Enter] to advance and [F3] to return to the previous screen.
[F4] to exit to menu.
[F1] to display batch options.
See PROCEDURE - BATCH INTEGRATION.
FIELDS
Displays the store code entered for the batches to display and/or update. ALL indicates all stores.
Displays the status selected.
Displays origin store code of the batch.
Displays the SEQUENCE NUMBER that was assigned to the batch and consists of the two character store code plus a 6 digit number.
When a batch is updated at the store, it is assigned it's SEQUENCE NUMBER. The SEQUENCE NUMBERS are in sequential order by update and indicate in which order the batches are to be updated at the head office. The batch update sequencer program will not update a store's batch at the head office unless all of that store's previous batches have alrady been updated.
If your system is configured for weekly updates, this field displays whether or not the order register batch was a weekly update batch. Weekly update batches are used to revolve weekly inventory statistics when the order register batch is updated.
Y indicates the batch is a weekly update batch.
BLANK indicates the batch is not a weekly update batch.
Displays the batch number which consists of the two character source code followed by a dash followed by the batch reference number.
The types of batches that are processed through the Batch Update Sequencer are as follows.
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Source Code |
Short Description |
Long Description |
Displays the full description of the batch type.
Displays the update status of the batch. The various types of STATUS are as follows.
Indicates that the batch has not yet been updated on the head office system.
Indicates that the batch is in the process of being updated on another terminal.
Indicates that the batch has been updated on the head office system.
If the batch STATUS is UPDATING or UPDATED, this displays the date and time that the update started on the head office system.
If the batch STATUS is UPDATED, this displays the date and time that the update completed on the head office system.
PROCEDURE - BATCH UPDATE
The batch update options enable you to perform the following functions.
Batches are updated in sequential order by SEQUENCE NUMBER. If there is a MISSING batch, the program will not attempt to update subsequent batches until the MISSING batch has been integrated and updated. From the point of program entry, the procedures for updating batches are as follows.
Enter store code of batches to display and/or update.
"A""L""L" to display batches of all stores.
[F4] to exit to menu.
This field enables you to select the status of the batches to display and/or update.
"C" to display current batches only.
The STATUS field will display BATCHES TO UPDATE.
"H" to display history batches only.
The STATUS field will display UPDATED BATCHES. This option is not applicable if you want to update batches.
"B" to display current and history batches.
The STATUS field will display ALL BATCHES.
BATCH DISPLAY
The selected batches will be displayed one batch per line. The options and procedures for updating the batches are described in Batch Sequencer Update, Batch Update.
Example Batch Update Options All Stores display:
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│10/27/07 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - IdealWare │ │ │ │ STORE CODE: ALL ALL YARDS STATUS: ALL BATCHES │ │────────────────────────────────────────────────────────────────────────────────│ │YARD SEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │C1 C1000898 YS-0500 STK COUNT UPDATED 07/10/03,13:30 07/10/03,13:32 │ │C1 C1000899 VO-5380 ORDER UPDATED 07/10/03,13:32 07/10/03,13:34 │ │C1 C1000900 YR-0625 RECEIVING UPDATED 07/10/04,15:25 07/10/04,15:27 │ │C1 C1000901 YJ-5433 ADJUSTMENT UPDATED 07/10/04,15:27 07/10/04,15:29 │ │C1 C1000902 YR-0626 RECEIVING UPDATING 07/10/04,15:29 │ │C1 C1000903 YT-5434 STK TRANS TO UPDATE │ │C1 C1000904 VO-5381 ORDER TO UPDATE │ │C1 000905 MISSING NOT AT H.O. │ │C1 C1000906 VO-5382 ORDER TO UPDATE │ │C2 C2000223 YM-9002 I/Y PURGE UPDATED 07/08/01,12:25 07/10/02,12:30 │ │C2 C2000224 YP-0300 STK PURGE UPDATED 07/08/02,12:25 07/10/03,12:27 │ │C2 C2000225 YS-0355 STK COUNT UPDATED 07/08/03,13:27 07/10/03,13:30 │ │C2 C2000226 VO-4335 ORDER UPDATED 07/08/03,13:32 07/10/03,13:34 │ │────────────────────────────────────────────────────────────────────────────────│ │** ENTER CR FOR NEXT SCREEN; F1 TO FREEZE/UNFREEZE UPDATING; │ │ F2 FOR POINTER; F3 TO BACKUP; F4 TO END: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Example Batch Update Options Selected Store display:
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│10/26/07 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - IdealWare │ │ │ │ YARD CODE: C1 COQUITLAM STORE STATUS: ALL BATCHES │ │────────────────────────────────────────────────────────────────────────────────│ │YARD SEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │C1 C1000895 YM-9509 I/Y PURGE UPDATED ┌────────< BATCH OPTIONS >────────â”│ │C1 C1000896 YP-0199 STK PURGE UPDATED │ ││ │C1 C1000897 YS-0499 STK COUNT UPDATED │ (N) UPDATE NEXT BATCH ││ │C1 C1000898 YS-0500 STK COUNT UPDATED │ (U) UPDATE TO BATCH # ││ │C1 C1000899 VO-5380 ORDER UPDATED │ (T) THIS YARD, ALL BATCHES ││ │C1 C1000900 YR-0625 RECEIVING UPDATED │ (A) ALL BATCHES, ALL YARDS ││ │C1 C1000901 YJ-5433 ADJUSTMENT UPDATED │ (C) CHANGE NEXT BATCH ││ │C1 C1000902 YR-0626 RECEIVING UPDATED │ (F) FREEZE / UNFREEZE UPDATES ││ │C1 C1000903 YT-5434 STK TRANS TO UPDATE│ ││ │C1 C1000904 VO-5381 ORDER TO UPDATE│ ││ │C1 000905 MISSING NOT AT H.│ ** ENTER BATCH OPTION ││ │C1 C1000906 VO-5382 ORDER TO UPDATE│ (F3/F4 TO END): _ ││ │ │ ││ │─────────────────────────────────────────────└─────────────────────────────────┘│ │** ENTER 'F1' FOR BATCH OPTIONS; CR=NEXT SCREEN; 'F2' FOR POINTER; │ │ F3 TO BACKUP; F4 TO EXIT: _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
OPTION - UPDATED BATCHES
There are no update options available when the status selected is UPDATED BATCHES. To start any batch updates, select a status of ALL BATCHES or BATCHES TO UPDATE and see the corresponding options. The following prompt displays.
[Enter] to display next screen of batches.
When the next screen displays, the cursor returns to this prompt.
[F1] to start/stop batch updates.
Pressing [F1] enables you to stop all batch updates from occurring at the head office or if the updates have already been stopped to start updating again. This is typically only done when there might be problems with the batch updates and you want to investigate further. The following window displays.
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┌────────< BATCH OPTIONS >────────â”
│ FREEZE/UNFREEZE UPDATES │ │ │ │UPDATING AT ALL IS ALLOWED │ │ │ │** ENTER F2 TO FREEZE UPDATES _ │ │ │ │ │ └─────────────────────────────────┘ |
[F2] to disable/enable all updates.
[F3] to not disable/enable all updates.
[F4] to not disable/enable and exit to menu.
[F2] to start display of batches at specified SEQUENCE number.
The following prompt displays.
Enter six digit batch sequence number to begin display.
Only batches starting at that sequence number and greater will display.
[F3] to return to previous prompt.
[F3] to return to previous field.
[F4] to exit to menu.
OPTION - ALL BATCHES OR BATCHES TO UPDATE
To start any batch updates, select a status of ALL BATCHES or BATCHES TO UPDATE. The following prompt displays.
[Enter] to display next screen of batches.
When the next screen displays, the cursor returns to this prompt.
[F1] to display update options.
The following window displays.
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┌────────< BATCH OPTIONS >────────â”
│ │ │ (N) UPDATE NExT BATCH │ │ (U) UPDATE TO BATCH # │ │ (T) THIS YARD, ALL BATCHES │ │ (A) ALL BATCHES, ALL YARDS │ │ (C) CHANGE NExT BATCH │ │ (F) FREEZE / UNFREEZE UPDATES │ │ │ │ ** ENTER BATCH OPTION │ │ (F3/F4 TO END): _ │ │ │ └─────────────────────────────────┘ |
[F3] to return to previous field.
[F4] to exit to menu.
"N" to update next batch for store.
The program displays the print selection menu. Once the printer parameters have been set the program updates the next batch after the last updated batch. Once the the batch has been updated, the cursor returns to the STORE CODE field.
The alert indicates that there are no additional batches to update.
[Enter] to clear alert and return to STORE CODE prompt.
"U" to update batches to a specified batch number.
The following prompt displays.
Enter sequence number to update to.
The program displays the print selection menu. Once the printers have been set the program updates the next batch after the last updated batch and continues to update the batches up to the sequence number entered here. Once the batches have been updated the cursor returns to the STORE CODE field.
The alert indicates that there is no batch on file for the sequence number entered. The cursor returns to the UPDATE TO SEQ# prompt.
[F1] to continue processing.
[F3] to re-enter sequence number.
[F4] to return to previous prompt.
Press [F4] at any time while the batches are being updated to stop updating after the current batch is updated. Once the current batch update is completed, the cursor returns to the STORE CODE field.
"T" to update all available batches for store, flagged TO UPDATE.
The program displays the print selection menu. Once the printers have been set the program updates the next batch after the last updated batch and then continues to update all of the remaining available batches which have been flagged TO UPDATE. Once the batches have been updated, the cursor returns to the STORE CODE field.
Press [F4] at any time while the batches are being updated to stop updating after the current batch is updated. Once the current batch update is completed, the cursor returns to the STORE CODE field.
"A" to update all available batches for all stores, flagged TO UPDATE.
The program displays the print selection menu. Once printers have been set the program updates the next batch after the last updated batch for the first store, and then continues to update all remaining batches for the first store flagged TO UPDATE. Once all the available batches for the first store have been updated, the program updates the available batches for the remaining stores. When all stores have been processed, the program begins again to update the first store's batches and continues until all batches are updated.
Press [F4] at any time while the batches are being updated to stop updating after the current batch is updated. Once the current batch update is complete, the cursor returns to the STORE CODE field.
"C" to change next sequence number to be updated.
This option is typically used only in special circumstances and should not be done without the approval of an IdealWare consultant. The following windows and prompts will display.
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┌────────< BATCH OPTIONS >────────â”
│ ***** WARNING ***** │ │ THIS OPTION SHOULD ONLY BE USED │ │ TO RESET THE BATCH SEQUENCE │ │ POINTER AFTER ALL ATTEMPTS HAVE │ │ BEEN MADE TO RECOVER THE │ │ MISSING BATCH, CHANGES MAY │ │ RESULT IN VARIANCES BETWEEN │ │ H.O RECORDS AND THE YARD FILES. │ │ │ │ ** ENTER F2 TO CHANGE SEQ# │ │ F4 TO BYPASS: _ │ └─────────────────────────────────┘ |
[F2] to change sequence number to process.
The following prompt displays.
Enter sequence number to update next.
The program will then begin to update the batch selected. Once the batch has been updated, the cursor returns to the STORE CODE field.
The alert indicates that there is no batch on file for the sequence number entered. The cursor returns to the UPDATE TO SEQ# prompt.
[F1] to continue processing.
[F3] to re-enter the sequence number.
[F4] to return to previous prompt.
[F4] to return to previous prompt.
"F" to start/stop batch updates.
Pressing [F1] enables you to stop all batch updates from occurring at the head office or if the updates have already been stopped to start updating again. This is typically only done when there might be problems with the batch updates and you want to investigate further. The following window displays.
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┌────────< BATCH OPTIONS >────────â”
│ FREEZE/UNFREEZE UPDATES │ │ │ │UPDATING AT C1 IS ALLOWED │ │ │ │** ENTER F2 TO FREEZE UPDATES _ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └─────────────────────────────────┘ |
[F2] to start/stop batch updates.
Pressing [F2] enables you to stop all batch updates from occurring at the head office or if the updates have already been stopped to start updating again for the specified store.
[F3] to not stop/start updates and return to STORE CODE field.
[F4] to not stop/start updates and exit to menu.
[F2] to display batches from specified SEQUENCE number.
Applicable only if STATUS entered equals ALL BATCHES. The following prompt displays.
Enter six digit batch sequence number to start display.
Only the batches starting at the specified sequence number are displayed.
[F3] to return to UPDATED BATCHES OPTIONS prompt.
[F3] to return to STORE CODE field.
[F4] to exit to menu.
PROCEDURE - PRINTER SELECTION & REGISTER PRINTING
The printer selection window enables you to set the printers for the various types of batches. Once the printers have been set, the batches are printed to the corresponding printers before they are updated. You should always review the registers prior to updating the batches.
The categories of batches for printer selection are:
ADJUSTMENTS (YJ)
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Source Code
YJ YP YS |
Short Description
ADJUSTMENT STK PURGE STK COUNT |
Long Description
INVENTORY ADJUSTMENT BATCHES STOCK COUNT PURGE BATCHES STOCK COUNT ENTRY BATCHES |
RECEIVING (YR)
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Source Code
YR YT |
Short Description
RECEIVING STK TRANS |
Long Description
INVENTORY RECEIVING BATCHES INVENTORY TRANSFER BATCHES |
INVOICING (VO)
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Source Code
VO |
Short Description
ORDER |
Long Description
ORDER REGISTER BATCHES |
Once update options have been selected, the following window is displayed.
PRINTER SELECTION WINDOW DISPLAY
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┌────────────────────────────────────────────────────────────────────────────────â”
│10/26/07 ***** BATCH UPDATE CONTROL SEQUENCER ***** │ │ COMPANY: 01 - IdealWare Gypsum Supply Ltd. │ │ │ │ YARD CODE: C1 IdealWare STATUS: ALL BATCHES │ │────────────────────────────────────────────────────────────────────────────────│ │YARD SEQ # WK BATCH DESC STATUS UPDATE START UPDATE FINISH │ │────────────────────────────────────────────────────────────────────────────────│ │C1 C1000895 Yâ””-9509 I/Y PURGE UPDATED 07/10/02,15:25 07/10/02,15:30 │ │┌─────────────────────────< DEFAULT PRINTER SETTINGS >─────────────────────────â”│ ││ ││ ││ ADJUSTMENTS (YJ) BATCH PRINTER: P1 ACCOUNTING PRINTER ││ ││ RECEIVING (YR) BATCH PRINTER: P1 ACCOUNTING PRINTER ││ ││ INVOICING (VO) BATCH PRINTER: P1 ACCOUNTING PRINTER ││ ││ ││ ││** ENTER CR TO ACCEPT DEFAULTS, F1 TO CHANGE: _ ││ │└──────────────────────────────────────────────────────────────────────────────┘│ │C1 C1000904 VO-5381 ORDER TO UPDATE │ │C1 000905 MISSING NOT AT H.O. │ │C1 C1000906 VO-5382 ORDER TO UPDATE │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to accept displayed printer defaults.
The program then continues with the batch updates.
[F1] to change printer defaults.
The print selection menu displays for each of the print categories. When all categories have printers selected, printer selection window is again displayed. You can then press [Enter] to continue.
[F4] to discontinue updates and return to STORE CODE field.
PRINTER SELECTION & CONFIGURATION
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┌────────────────────────────────────────────────────────────────────────────────â”
│08/14/07 ***** PRINTER SELECTION ***** │ │ │ │ │ │** MAKE SURE PRINTER IS READY BEFORE PRESSING CR ..... │ │ │ │1. PRINTER NAME ................................. P1 OKIDATA 390 │ │ │ │2. CHARACTERS PER INCH ? (10,12,17) ............. 10 │ │ SINGLE OR DOUBLE DENSITY ? (S,D) ............. S SINGLE DENSITY │ │ │ │** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
"1" to change printers.
"2" to change the CPI and/or print density.
[Enter] to print.
[F4] to not print and exit to the menu.
[F5] to display a list of printers for selection.
This alert indicates that integration processing is running on another terminal.