IdealWare Online Users Manual

SP4-07 S/P MAINTENANCE
31622 Pro Card Maintenance

 

PURPOSE

 

Pro card maintenance is used to add, modify and delete pro card numbers and card holders. Prior to using this program, pro card accounts should be set up in the pro card account maintenance program. See 31623 - PRO CARD ACCOUNT MAINTENANCE.

 

Pro Card Maintenance is accessed from:

  • Order Processing Maintenance menu.

 

PROCEDURE

 

Select Pro Card Maintenance from the Order Processing Maintenance menu. The pro card maintenance screen displays.

 

PRO CARD MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│07/22/08                    D E M O   C O M P A N Y                             â”‚
│                              PRO CARD MAINTENANCE                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   PRO CARD NUMBER       ______                                                 â”‚
│                                                                                â”‚
│ 1 CUST/ACCT CODE                                                               â”‚
│ 2 CARD HOLDER                                                                  â”‚
│ 3 CARD STATUS                                                                  â”‚
│ 4 CARD TYPE                                                                    â”‚
│ 6 CONTRACT                                                                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER CARD NUMBER OR '+' FOR NEXT AVAILABLE NUMBER.                             â”‚
│F2=SCAN, F4=END, F5=INQUIRY                                                     â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
PRO CARD NUMBER
ENTER CARD NUMBER OR '+' FOR NEXT AVAILABLE NUMBER.
F2=SCAN, F4=END, F5=INQUIRY

 

Enter pro card number to add, modify or delete.

 

To add a new number see ADD A NUMBER. To modify or delete an existing code see MODIFY AN EXISTING NUMBER.

 

 

[F2] to display next pro card number on file.

 

To scan remaining numbers, press [Enter] at the code display. This clears the PRO CARD NUMBER field. Then press [F2] to display the next pro card number on file.

 


[F4] to exit to menu.

 

[F5] to access pro card inquiry for selection.

 

See 31594 - PRO CARD INQUIRY.

 

 

Example Pro Card Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│07/22/08                    D E M O   C O M P A N Y                             â”‚
│                              PRO CARD MAINTENANCE                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   PRO CARD NUMBER       000235                                                 â”‚
│                                                                                â”‚
│ 1 CUST/ACCT CODE        DIVCON         DIVINE CONSTRUCTION LTD.                â”‚
│ 2 CARD HOLDER           WERNER KRUGER                                          â”‚
│ 3 CARD STATUS           A              ACTIVE                                  â”‚
│ 4 CARD TYPE             A              A/R ACCOUNT ONLY                        â”‚
│ 5 DATE ISSUED           11/22/07                                               â”‚
│ 6 CONTRACT                                                                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER FIELD# TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _                     â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

ADD A NUMBER

 

If you enter a number which is not defined the following prompt displays.

 

>> NOT ON FILE. USE '+' TO ADD A NEW CARD. CR TO CONTINUE:

 

[Enter] or "+" to clear prompt.

 

The cursor returns to the PRO CARD NUMBER field. If you displayed an existing card before pressing "+" to add a new number, the fields default to the values previously displayed. At the PRO CARD NUMBER field:

 

 

"+" to a new number.

 

The next available sequential number displays and the program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt displays:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING NUMBER below.

 

 

[F4] to not add the code and return to PRO CARD NUMBER field.

 


MODIFY AN EXISTING NUMBER

 

If you enter an existing number the following prompt displays.

 

** ENTER FIELD # TO MODIFY, D=DELETE, CR=CONTINUE:

 

[Enter] to clear display and return to PRO CARD NUMBER field.

 

Enter number of field to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you can enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] when modifications are complete.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the PRO CARD NUMBER field.

 

 

[F2] to make additional modifications.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel changes and return to PRO CARD NUMBER field.

 

"D" to delete card number.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete number.

 

"N" to not delete number.

 

 

FIELDS

 

PRO CARD NUMBER

 

Enter pro card number to access.

 

[F5] to access pro card inquiry for selection.

 

"+" to add new card number.

 

CUST/ACCT CODE

 

Enter the cardholder account code.

 

[F5] to access A/R customer inquiry for selection.

 

This account should be set up in the pro card account maintenance program prior to issuing cards.

 

 

CARD HOLDER

 

Enter name of card holder.


CARD STATUS

 

[Enter] to accept default value "A".

 

"A" for active.

 

"I" for inactive.

 

"D" for disabled.

 

CARD TYPE

 

[Enter] to accept default value "A".

 

"A" for on-account sales only.

 

"C" for cash sales only.

 

"O" for cash sales only (PRO CARD).

 

DATE ISSUED

 

This field defaults to current system date when adding a new card number.

 

CONTRACT

 

Not used.