IdealWare Online Users Manual

IY4-06 I/Y MAINTENANCE
31009 Package General Options

 

PURPOSE

 

The package general and detail options maintenance program enables you to add, modify and delete package general options. These allow you to set up pre-defined product component options that can be used in multiple package type products.

 

Package General Options Maintenance is accessed from:

  • Inventory Product Maintenance menu.

 

PROCEDURE - GENERAL OPTIONS MAINTENANCE

 

Select General Options Maintenance at the Inventory Product Maintenance menu. The General Options Maintenance screen displays.

 

PACKAGE GENERAL OPTIONS MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│12/18/07                    D E M O   C O M P A N Y                             â”‚
│                    PACKAGE/SET GENERAL OPTIONS MAINTENANCE                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│   GENERAL OPTION CODE        ___                                               â”‚
│                                                                                â”‚
│1. DESCRIPTION                                                                  â”‚
│   DATE LAST CHANGED                                                            â”‚
│   DATE LAST UPDATED                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│F2=SCAN; F4=END; F9=DETAIL OPTIONS.                                             â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
GENERAL OPTION CODE
F2=SCAN; F4=END; F9=DETAIL OPTIONS.

 

Enter general option code to access or create.

 

If you enter a code that does not exist the program prompts you to add a new code, see PROCEDURE - ADD A NEW OPTION. If you enter an existing option code the program prompts you to modify or delete the option, see PROCEDURE - MODIFY/DELETE AN OPTION.

 

 

[F2] to scan through package general options for selection.

 

[F4] to exit to menu.

 

[F9] to toggle to detail options maintenance.

 

See PROCEDURE - DETAIL OPTIONS MAINTENANCE.

 

 


PROCEDURE - ADD AN OPTION CODE

 

If you enter a general option code that is not defined, you will be prompted to add a new code.

 

** NOT ON FILE. DO YOU WANT TO ADD? (CR=YES; F2=NO):

 

[Enter] to add new option code.

 

The program steps you through each field (see FIELDS - OPTION CODE). Once all the fields have been completed, the following prompt displays.

 

 

** OK TO UPDATE? (CR=UPDATE; F1=UPDATE/MODIFY OPTIONS; F2=MODIFY;
   F4=BYPASS):

 

[Enter] to update new option.

 

The display is cleared and the cursor returns to the GENERAL OPTION CODE field.

 

 

[F1] to update new option and modify option details.

 

The detail options screen displays. See PROCEDURE - DETAIL OPTIONS.

 

 

[F2] to modify option description.

 

[F4] to not add new option code.

 

You are returned to GENERAL OPTION CODE field.

 

 

[F2] to not add new option code.

 

You are returned to the GENERAL OPTION CODE field.

 

 

 

PROCEDURE - MODIFY/DELETE AN OPTION CODE

 

If you enter an existing general option code you the program prompts you to modify, delete or update the option code.

 

** 'M'=MODIFY; 'D'=DELETE; 'UPDATE'=UPDATE KITS; CR=CONTINUE:

 

"U""P""D""A""T""E" to update current packages.

 

This selection forces IdealWare to read through all package type products on file, select the ones that are using the displayed option and update each package to reflect any changes to the option that have not yet been implemented.

 

 

[Enter] to clear display and return to GENERAL OPTION CODE field.

 

"M" to modify option description.

 

The program steps you through each field (see FIELDS - OPTION CODE). Once all fields have been completed, the following prompt displays.

 


** OK TO UPDATE? (CR=UPDATE; F1=UPDATE/MODIFY OPTIONS; F2=MODIFY;
   F4=BYPASS):

 

[Enter] to update option.

 

[F1] to update option and modify option details.

 

The detail options screen displays. See PROCEDURE - DETAIL OPTIONS.

 

 

[F2] to modify description.

 

[F4] to cancel changes and return to GENERAL OPTION CODE field.

 

"D" to delete option code.

 

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

 

"Y" to delete option code.

 

"N" to not delete option code.

 

Example Package General Options Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│12/18/07                    D E M O   C O M P A N Y                             â”‚
│                    PACKAGE/SET GENERAL OPTIONS MAINTENANCE                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│   GENERAL OPTION CODE        AAA                                               â”‚
│                                                                                â”‚
│1. DESCRIPTION                OPTION AAA                                        â”‚
│   DATE LAST CHANGED          09/26/07                                          â”‚
│   DATE LAST UPDATED          00000000                                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M'=MODIFY; 'D'=DELETE; 'UPDATE'=UPDATE SET/KITS; CR=CONTINUE: ______        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'M'=MODIFY; 'D'=DELETE; 'UPDATE'=UPDATE SET/KITS; CR=CONTINUE:

 

"U""P""D""A""T""E" to update current packages.

 

[Enter] to clear display and return to GENERAL OPTION CODE field.

 

"M" to modify description.

 

"D" to delete option code.

 

 

FIELDS

 

1. DESCRIPTION

 

Enter description of up to 30 characters.

 

DATE LAST CHANGED

 

Displays date last changes made to option code.

 

If you are entering a new code this field remains empty.

 

 

DATE LAST UPDATED

 

Displays date last changes were updated.

 

If you are entering a new code this field remains empty.

 

 

 

PROCEDURE - DETAIL OPTIONS MAINTENANCE

 

When you press [F9] at the general options maintenance display the display toggles to the detail options display.

 

DETAIL OPTIONS MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│12/18/07                    D E M O   C O M P A N Y                             â”‚
│                    PACKAGE/SET GENERAL OPTIONS MAINTENANCE                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   GENERAL OPTION CODE        ___                                               â”‚
│   DETAIL OPTIONS NUMBER                                                        â”‚
│                                                                                â”‚
│1. PRODUCT CODE                                                                 â”‚
│2. QUANTITY UNITS                                                               â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│F2=SCAN; F4=END; F8=GENERAL OPTIONS.                                            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
GENERAL OPTION CODE
F2=SCAN; F4=END; F8=GENERAL OPTIONS.

 

Enter general option code to access.

 

You can only enter an existing general option code. To add a new code you must be at the general options screen.

 

 

[F2] to scan through existing general options for selection.

 

[F4] to exit to menu.

 

[F8] to toggle to general options maintenance.

 

DETAIL OPTIONS NUMBER
F1=NEXT AVAILABLE; F2=SCAN; F4=END; F8=GENERAL OPTIONS.

 

Enter number of detail option to access or create.

 

[F1] to add next available detail option number.

 

[F2] to scan through existing detail options for selection.

 

[F4] to exit to menu.

 

[F8] to access general options maintenance.

 


PROCEDURE - ADD A DETAIL OPTION

 

If you enter a detail option number that is not on file the program prompts you to add a new detail option.

 

** NOT ON FILE. DO YOU WANT TO ADD? (CR=YES; F2=NO):

 

[Enter] to add new detail option.

 

The program steps you through each field (see FIELDS - DETAIL OPTIONS). Once all fields have been entered, the following prompt displays.

 

 

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

 

[Enter] to add new detail option.

 

[F2] to modify data fields.

 

See PROCEDURE - MODIFY/DELETE A DETAIL OPTION.

 

 

[F4] to not add new detail option.

 

You are returned to the GENERAL OPTION CODE field.

 

 

[F2] to not add new detail option.

 

You can enter a new detail option, an existing detail or press [F4] to exit the program.

 

 

 

PROCEDURE - MODIFY/DELETE A DETAIL OPTION

 

If you enter an existing detail option the program prompts you to modify or delete the option.

 

** 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to DETAIL OPTIONS NUMBER field.

 

"M" to modify data fields.

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

"1" to modify product code.

 

"2" to modify quantity units.

 

[Enter] for modifications completed.

 

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

 

[Enter] to update detail changes.

 

[F2] to modify data fields.

 

You are returned to the FIELD NUMBER TO MODIFY prompt.

 

 

[F4] to cancel all changes.

 

You are returned to GENERAL OPTION CODE field.

 


"D" to delete option detail.

 

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

 

"Y" to delete detail option.

 

"N" to not delete detail option.

 

Example Package Detail Options Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│12/18/07                    D E M O   C O M P A N Y                             â”‚
│                    PACKAGE/SET GENERAL OPTIONS MAINTENANCE                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   GENERAL OPTION CODE        AAA               OPTION AAA                      â”‚
│   DETAIL OPTIONS NUMBER      00                (USUAL OPTION)                  â”‚
│                                                                                â”‚
│1. PRODUCT CODE               100006            AUGER,KT SET BRACE & BITS       â”‚
│2. QUANTITY UNITS             UNIT                                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE: _                                       â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'M'=MODIFY; 'D'=DELETE; CR=CONTINUE:

 

[Enter] to clear display and return to DETAIL OPTIONS NUMBER field.

 

"M" to modify fields.

 

"D" to delete detail option.

 

 

FIELDS - DETAIL OPTIONS

 

PRODUCT CODE

 

Enter product code to associate with detail option.

 

[F5] to access product inquiry for selection.

 

QUANTITY UNITS

 

Enter quantity unit for product.

 

For products with multiple quantity units, the program displays the units of measure at the bottom of the screen for selection.