Program Description
This program can be found on the Accounts Receivable File Maintenance menu (AR-3-1), the Billing File Maintenance File Set Up menu (BI-3-1-1), the Collections File Maintenance menu (CO-3-8), the Contracts File Maintenance menu (CN-3-14), and the Order Entry File Maintenance menu (OE-3-1). It allows you to add, change, or delete information in customer records, such as name, address, phone number, and billing information. This information is updated in the Customer (CUSTD) data file.
Rev 15 Changes
When adding a new customer, the AR Limit will now default to 999999. This is due to the credit check logic which states if a customer has an AR Limit of 0, the customer has no limit. The AR Limit has to be set to 999999 in order for the credit check logic to assume the customer has no limit.
There is a new global option in Global Record 2 to validate branch numbers in invoice entry, credit memo entry, order entry, order file maintenance, service invoicing, contract setup, contract changes and customer file maintenance. To be valid, branch numbers must match one of the ten branch numbers stored in Branch Global Record 5. Validation checks at every prompt that the branch number is entered. The Global Option is in Billing Control Global Record 2, field 52. If this Global Option is set to Y for yes, a valid branch must be entered in at the branch prompts. If an N for no is entered in this Global Option, then branches that are not in Branch Global Record 5 can be entered at the branch prompts. If you are currently using more than 10 branches, you will need to set this Global Option to N for no since only ten branches are stored are stored in Global Record 5. All branches must still be between 1 and 255.
There is a new global option in Global Record 0 to activate the OEM Interface. This is the module that will send information back and forth between the OEM and the Dealership regarding major national accounts. If the OEM Interface is activated, there will be an additional field in Customer File Maintenance which is field 38 OEM Account (Y/N). If the customer is an OEM National Account, this field should be set to Y for yes. If the customer has some machines that would fall under being OEM Machines and some that would not, set this field to Y for yes. You can set those machines that are not OEM Machines to be not OEM Machines at the Serial file level.
There is one additional step that will need to be done after setting a customer to be an OEM Account. This is to set up the OEM Customer Mapping file. This links the dealerships Customer Number to the OEMs Customer Number. Once a customer is added and the OEM Account field is set to Y for yes, the program will ask Do You Wish To Add OEM Customer Mapping Record (Y/N). Answer Y for yes and the program will go into the OEM Customer Mapping File Maintenance screen.
At this point, the Dealership should add one or more records that link the Customer Number that was just added to OEM Customer Number(s). If more than one record is added, then one of them will need to be set to Default on Export equal to Y for yes. The other records will need to have Default On Export set to N for no. Once the operator enters E to end, the program will return to Customer File Maintenance.
If the operator changes an OEM Account from Y for yes to N for no for a customer, the program will change all OEM Machine fields in all machines placed at the site to N for no. So, if this field is set to N for no by mistake, please note that all of the customers machines will need to have the OEM Machine field set back to a valid OEM ID (i.e. 1 for Lanier).
Rev 14 Changes
Additional checks were added when deleting a customer. The program already checked to make sure that there were no Tele-Sales Prospects or Sales Management Prospects with that customer number. It also checked to see if there was an AR Balance that was not zero. Code was added to also check that the customer is not a Bill-To Customer Number for another customer, and that there are no machines placed at the customer site.
If the customer is a Bill-To Customer Number for another customer, the message Customer Is A Bill-To Customer Number Delete Not Allowed is displayed. If the customer has machines placed at the customer site, the message Machine(s) Are Placed At Customer Site Delete Not Allowed is displayed.
Global options have been added to Tele-Sales Control File and Sales Management Control File Maintenance to determine how changes to the Customer file should affect the Tele-Sales and Sales Management Prospect files. Tele-Sales Control File now has field 13 Changing Customers Should Also Change Tele-Sales Prospect File 1) All Fields, 2) Only Changed Field, 3) Ask Per Change, Or 4) Do not Update. The Sales Management Control File now has field 10 Changing Customers Should Also Change Sales Mgmt Prospect File 1) All Fields, 2) Only Changed Field, 3) Ask Per Change, Or 4) Do not Update.
Prior to Revision 14, if certain fields in the Customer File were changed in Customer File Maintenance, the program prompted the operator to update the Tele-Sales Prospect file and/or the Sales Management Prospect Files. If Y was entered for yes, all fields that are similar between the Customer File and the Prospect files would be updated. This would also include fields that were changed previously where the operator entered N for no to update the prospect files. This feature has been enhanced with these new Global options. If field 10 or 13 is set to 1, then all of the similar fields in the Tele-Sales and/or Sales Management Prospect File will be updated automatically if any of the shared fields are changed. If field 10 or 13 is set to 2, then only the fields just changed by the operator will be updated automatically. If field 10 or 13 is set to 3 and the operator changed one of the shared fields, the operator will be prompted to update all fields, update only changed fields, or do not update. If field 10 or 13 is set to 4, then the prospect files will not be updated.
The fields updated in Tele-Sales are: Company Name, Address Line 1, Address Line 2, City, State, Zip Code, Phone Number, Fax Number, Contact Person # 1, Contact Name, SIC Code, County Code, and Telemarketer Number (Sales Rep # 1).
The fields updated in Sales Management are: Company Name, Address Line 1, Address Line 2, City, State, Zip Code, Phone Number, Fax Number, Contact Person # 1, Contact Name, SIC Code, County Code, Sales Rep and Territory.
If the Sales Management Control field 10 is set to 3 for per change, and Sales Management is activated, the program will prompt Would You Like To Update Information In All Sales Management Prospect Records For This Customer (Y/N). See Screen Sample 1 below. If the operator enters N for no, the customers sales management prospect records will not be changed. If the operator enters Y for yes, the operator will be prompted Do You Wish To Change Only C'hanged Fields, Or A'll Fields. See Screen Sample 2. The operator should enter C to only have fields that were just changed updated. If A is entered, then all like fields will be updated.
Screen Sample 1:
Screen Sample 2:
If the Tele-Sales Control field 13 is set to 3 for per change, and Tele-Sales is activated, the program will prompt Would You Like To Update Information In All Tele-Sales Prospect Records For This Customer (Y/N). See Screen Sample 3 below. If the operator enters N for no, the customers tele-sales prospect records will not be changed. If the operator enters Y for yes, the operator will be prompted Do You Wish To Change Only C'hanged Fields, Or A'll Fields. See Screen Sample 4. The operator should enter C to only have fields that were just changed updated. If A is entered, then all like fields will be updated.
Screen Sample 3:
Screen Sample 4:
If Tele-Sales is not activated, the Tele-Sales prompts will not appear. If Sales Management is not activated, the Sales Management prompts will not appear.
Rev 13 Changes
When D for delete is selected, the program will now check to see if there is a Tele-Sales prospect or a Sales Management prospect for that customer number if the Sales Management or Tele-Sales modules are activated. If so, either of the following messages will display: Customer Has A Tele-Sales Prospect Record - Delete Not Allowed or Customer Has A Sales Management Prospect Record - Delete Not Allowed.
When selecting A for add and a phone number is entered that already exists in the Phone index (PHONEX), the program will no longer erase the phone number that was entered by the user. Prior to Revision 13, an already existing phone number that was entered at the Phone prompt (8) was erased. The customer cannot be brought up by the phone number, since it was not added to the Phone index, but the phone number will remain in the file.
When selecting C for change and field 27 Buying Group is changed to any other buying group 2-10, the program no longer automatically zeros out Buying Group #1. The program has been changed to not zero out Buying Group #1 unless 0 is entered at the New Data prompt.
When selecting C for change or D for delete, a customer can now be accessed by entering the phone number at the customer number (Cust. No.) prompt. The program will use the Phone index (PHONEX) to find the customer.
There is the ability to automatically assign the customer number when adding a new customer. There are two new global fields in Billing Control File Maintenance, 32. Automatically Assign Customer Numbers (Y'es,N'o,By B'ranch) and 33. Next Customer Number. If field 32 is set to Y for yes and a customer is added, the program will check field 33 to get the next customer number. If this number is already used, it will increment it until there is no longer a duplicate. If field 33 is set to B for branch, and a customer is added, there will be a prompt for a branch number. The branch number will then be placed at the beginning of the number stored in field 33. If this is a duplicate, it will keep incrementing the number by one until there is no longer a duplicate. When field 18 Branch Number is reached, the number will be set to the number entered originally, and cannot be changed. If the branch number is changed later, the customer number will not change. If field 32 in Billing Control File Maintenance is set to N, a new customer will need to be added. This is the way the program worked prior to Revision 13. The screen below displays the new branch prompt (field 18):
When C for change is selected, and the Tele-Sales module or Sales Management module is activated, the program will prompt to have the prospects also changed. These prompts will only display if one of the following fields are changed:
2-Company
3-Address 1
4-Address 2
5-City
6-State
7-Zip
8-Phone
9-Contact
17-SIC Code
19-County Code
20-Fax #
31-Service Territory
32-Sales Rep #1
The above fields will be written into the Prospect file with the appropriate customer number if the user chooses. Note: Contact will be written into the Contact Name #1 field in the Prospect files (SMPROS.DT) (TMPROS.DT). Sales Rep #1 will be written into the Tele-Marketer Number field in the Tele-Sales Prospect File (TMPROS.DT).
The following prompts are seen in the screen displays below:
Would You Like To Update Information In All Sales Management Prospect Records For This Customer (Y/N)
Would You Like To Update Information In All Tele-Sales Prospect Records For This Customer (Y/N)
Enter Y for yes to update all of the above mentioned fields, even if the field was not recently changed. To update only selected fields in the Prospect files, run the Change TS/SM Info From CUSTD program in the System Manager Miscellaneous menu (LMSY-1-7-8). There is no way to automatically update the Contract file from Customer File Maintenance yet, but an alternative is to run the Change Contract Info From CUSTD program in the System Manager Contract File menu (LMSY-1-2-20).
When adding a customer with after Jan 1, 2000, the date added would be incorrect. This has been corrected.
Rev 12 Documentation
Customer File Maintenance can be found on the Billing File Maintenance File Set Up menu, 3-1-1, Accounts Receivable File Maintenance menu, 3-1, and the Order Entry File Maintenance menu, 3-1. Following are the changes that have been added to the Customer File Maintenance program.
Look up tables have been added at specific fields. The look up tables are available at the input for the branch number, terms code, county code, service territory code, service zone code, tax codes 1 and 2, city tax code, and the five sales rep numbers. These are available during an add and a change. The look up tables display and allow selection of data for the specific fields in the Customer File. This is a time saving help feature.
During the add or a selection during a change, the county, service territory, and service zone codes must now be entered and must be valid codes. Tax codes must also be entered and must be valid. During an add, any fields that have defaults now display the default.
A customer can now be assigned to multiple buying groups. When a customer is assigned to multiple buying groups and contract pricing is created for an item or product class, the system looks at the items list price and all of the contract discounts to find the lowest value to price the item(s). Additional buying groups can be number from 1-9999.
Next, previous logic has been added to the customer alpha search that is available on a change or a delete.
There are two screens in Customer File Maintenance. During the adding of a customer, you may now go back to the first screen after accessing the second screen. Because of this, the question OK (Y/N), on the first screen, has been removed. A / slash to cancel can be entered instead of a N for no.
During a change, a P can be input at the second screen to return to the first screen. When making changes an up arrow at New Data cancels the change and returns the cursor to the field prompt. A slash / at New Data or the field prompt cancels any changes that are made.
Introduction (Contd)
The customer name and number are now displayed on the second screen. Also displayed are the sale rep names.
An E for exempt has been added to the credit alert field.
Enter Data
Adding A Customer
There are two screens in Customer File Maintenance. After entry of field 31, Service Territory, the second screen is accessed. The cursor is at field 32, Sales Rep #1. An up arrow key (shift the 6 key) can now be entered at field 32 to return to the first screen. The cursor is at field 31. Up arrows can be entered at the prompts on the first screen.
11/19/96 Customer File Maintenance 11:08
Customer Number: 9993000 Name: WESTERN AUTOMATION
32-Sales Rep #1: ^...
33-Sales Rep #2:
34-Sales Rep #3:
35-Sales Rep #4:
36-Sales Rep #5:
37-Freight Chargeable:
Note: ^ = Go Back 1 Space, / = Cancel
Note: ? To Inquire
11/19/96 Customer File Maintenance 11:11
Enter Procedure Type A'dd C'hange D'elete E'nd A
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added:
2-Company: WESTERN AUTOMATION Company:
3-Address 1: P.O. BOX 567 Address 1:
4-Address 2: 1234 NORTH AVE. SOUTH Address 2:
5-City: LA CROSSE City:
6-State: WI State:
7-Zip: 546032222 Zip:
8-Phone: 608-999-3000 20-Fax #: 608-999-3400
9-Contact: JOE BROWNLEY 21-Tax Code 1: 10
10-Special Instr.: 22-Tax Code 2: 10
11-Terms Code: 1 23-Exempt Code:
12-Credit Alert (Y/N/L/E): Y 24-Tax Number:
13-Credit Limit: 500 25-P.O. Required: Y
14-Interest Charge: Y 26-Contract Pricing: N
15-Discount (99.9): .0 27-Buying Group No: 0
16-Delivery Zone: 28-Suppress Statement: N
17-SIC Code: 10 29-Service Zone: 2
18-Branch: 1 30-City Tax Code: 0
19-County Code: 5 31-Service Territory:.....
Note: ^ = Go Back 1 Space, / = Cancel
Note: ? To Inquire
Enter Data (Contd)
Adding A Customer (Contd)
Because of this change, the prompt OK (Y/N) has been removed after the input of field 31. To cancel the adding of the customer record, a slash / to cancel can be entered at all of the fields on both screens.
The following fields will now display the default character. A carriage return accepts the default. This can be overridden to the other valid inputs. Following are the fields and the defaults.
Field 12 Credit Alert - The default is N for no.
Field 14 Interest Charge - The default is Y for yes.
Field 25 P.O. Required - The default is N for no.
Field 26 Contract Pricing - The default is N for no.
Field 28 Suppress Statement - The default is N for no.
Field 37 Freight Chargeable - The default is Y for yes.
Valid codes must be entered at the following fields. A blank or an invalid code is no longer acceptable. If invalid data is input, an error message displays, and the cursor returns for reinput.
Field 12 County Code
Field 21 Tax Code 1:
Field 22 Tax Code 2: Note, tax code 1 and 2 should always be the same.
Field 29 Service Zone
Field 31 Service Territory
Note: If you have not been using county, or service zone codes, or service territory codes, set up one valid code to use for the fields that you are not utilizing. These are created in the program Counties,/Territories/Zones found on the Billing File Maintenance Set Up menu, 3-1-8.
To assign a customer to multiple buying groups, enter a buying group number at Field 27 Buying Group No.: field and carriage return. (1-9999) The Additional Buying Groups Codes 2 Through 10 section appears on the screen. Enter another buying group number at the Buying Group 2 prompt and carriage return. Enter additional buying group numbers at the remaining prompts, if desired. Carriage return when finished. The first Customer File Maintenance screen reappears. A Y must appear in Field 26 Contract Pricing for the customer to receive contact discounts.
Enter Data (Contd)
Changing A Customer
When the change mode is selected, a customer alpha search may be entered at Fld-Cust.No: prompt. The ability to go forward and back between screens has been added. Operation is as follows. The same applies to accessing customers in the delete mode.
Fld-Cust.No:
11/19/96 Customer File Maintenance 11:37
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: WE 1-Bill To: Date Added:
No Customer Name Address City St
1 WEED CONTROL INC ATTN: ACCNTS PAYABLE LACROSSE WI
2 WEED CONTROL, INC. 1 EAST LA CROSSE STREET LA CROSSE WI
3 WELCH & WELCH ONE INTERNATIONAL DRIVE BOSTON MA
4 WELCH COMPANIES 20 MAIN STREET LA CROSSE WI
5 WELCH INDUSTRY 15 HALL AVENUE LA CROSSE WI
6 WELCH, INC. 2475 COUNTY HIGHWAY 6 LA CRESCENT MN
7 WELCH, MARY 222 JAY ST LA CROSSE WI
8 WELCOME INN 234 TRENT AVE SOUTH LA CROSSE WI
9 WELLNESS CLINIC 56 YEARLY DRIVE HOLMEN WI
10 WEST WOOD INDUSTRIES 2300 WEST WOOD LA CROSSE WI
11 WESTERN AUTOMATION P.O. BOX 567 LA CROSSE WI
12 WESTERN CLOTHING 1300 HALL ST LA CROSSE WI
13 WESTERN GRAPHICS 4500 WESTERN DRIVE LA CROSSE WI
14 WESTERN REVIEWAL BOARD P.O. BOX 33 LA CROSSE WI
15 WESTERN UNION 2345 HALL ST LA CROSSE WI
16 WESTERN UNION 1200 WESTERN DRIVE LA CROSSE WI
Display N'ext, Select Customer Choice, Or E'nd: N
There are two ways to access the desired customer number. Enter the ship to customer number or perform a customer alpha search. If an alphanumeric entry of 1 through 20 characters or an invalid customer number is entered, the customer alpha search is accessed. One of the following two prompts appear.
Enter Data (Contd)
Changing A Customer (Contd)
Select Customer Choice Or End
Display N'ext, Select Customer Choice, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. All customer names from the Customer File, that match with the input are displayed. A computer assigned number, customer name, address 1, and city and state are displayed for each record found. Enter the computer assigned number that corresponds with the desired customer. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter an E to exit the alpha search and return to the Fld-Cust.No: prompt. If a number is entered that does not exist, the prompt Selection Is Out Of Range appears, and the cursor returns for reinput. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select Customer Choice, Or E'nd: N
Display P'revious, Select Customer Choice, Or E'nd:
The first prompt appears until the last screen of alpha selections is reached. The second prompt appears when the last screen is accessed. Enter the computer assigned number that corresponds with the desired customer. Carriage return for the default of N or enter a N for next to view the next screen of choices. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. Enter an E to exit the alpha search and return to the Fld-Cust.No: prompt.
Enter Data (Contd)
Changing A Customer (Contd)
Fld.
There are two screens in Customer File Maintenance. While accessing the first screen of Customer File Maintenance, only Fields 1 through 31 can be selected for a change. After inputting the field number the prompt New Data appears. Enter the desired change. Be aware that carriage returning at the New Data prompt removes the existing data on many of the fields. A slash at Fld or New Data cancels the change command and returns the cursor to the Enter Procedure Type prompt. Any other changes made to the individual customer record prior to the slash command are not made. An up arrow ^ key at New Data returns the cursor to the Fld prompt. The data remains as is. Carriage returning at Fld. accesses the second screen of Customer File Maintenance.
Upon accessing the second screen the following prompt displays.
Enter Fld Or P'revious Screen
11/19/96 Customer File Maintenance 12:14
Customer Number: 9993000 Name: WESTERN AUTOMATION
32-Sales Rep #1: 12 JIM TROUT
33-Sales Rep #2: 0
34-Sales Rep #3: 0
35-Sales Rep #4: 0
36-Sales Rep #5: 0
37-Freight Chargeable: Y
Note: ^ = Go Back 1 Space, / = Cancel
Enter Fld Or P'revious Screen
Fields 32 through 37 are the only fields that can be accessed during the display of the second screen. After inputting the field number the prompt New Data appears. Enter the desired change. Be aware that carriage returning at the New Data prompt removes the existing data on many of the fields. A slash at Fld or New Data cancels the change command and returns the cursor to the Enter Procedure Type prompt. Any other changes made to the individual customer record prior to the slash command are not made. An up arrow ^ key at New Data returns the cursor to the Fld prompt. Carriage returning at Fld. accesses the second screen of Customer File Maintenance. Enter a P for previous to return to the first screen. The cursor is at the Fld. prompt on the first screen. Carriage returning at the prompt completes the change.
Enter Data (Contd)
Changing A Customer (Contd)
Entering a carriage return at New Data when selecting the following fields under the change mode is no longer allowed. Entry of the valid input must be made. You may also enter an up arrow to return to the Fld. prompt or slash to cancel the change command.
Field 12 Credit Alert
Field 14 Interest Charge
Field 25 P.O. Required
Field 26 Contract Pricing
Field 28 Suppress Statement
Field 37 Freight Chargeable
Valid codes must be entered at the following fields. A blank or an invalid code is no longer acceptable. If invalid data is input, an error message displays, and the cursor returns for reinput.
Field 19 County Code
Field 21 Tax Code 1:
Field 22 Tax Code 2: Note, tax code 1 and 2 should always be the same.
Field 29 Service Zone
Field 31 Service Territory
Note: When the company name and address lines are changed, fields 2 through 7, the display of the bill to customer name and address are not changed on the screen until exiting the account. If the bill to number is changed, the address and name are updated on the screen prior to exiting the account.
Enter Data (Contd)
Changing A Customer (Contd)
To change the buying group numbers for a customer assigned to multiple buying groups, enter 27 at the Field prompt and carriage return. At the New Data prompt, re-enter the displayed buying group number, if desired. If the displayed buying group number is no re-entered before carriage returning, Field 27 is zeroed out. The Additional Buying Groups Codes 2 Through 10 section opens. At the Enter Buying Group Code To Change, Or Press RETURN If Done prompt, enter the number of the buying group code to change and carriage return. (1-9999) The cursor moves to the desired buying group code. Enter the new buying group number and carriage return. Carriage return when finished. The first Customer File Maintenance screen reappears. If the first buying group number is no longer available in Field 27 Buying Group No.:, re-enter the buying group number that appeared here, if desired.
The buying group number is written to Order, Invoice, and Line Item Files when buyer group contract pricing is used on the order, invoice, service ticket, or credit memo. When customer contract pricing is used, 99 is stored in the Order, Invoice, and Line Item Files. For this reason, do not set up a buying group as 99. When contract pricing is not used, a zero is written to these files.
If the customer is assigned to buying group 3 and a contract discount (using a percentage discount) is created for buying group 3, the system uses the percentage to calculate a markup of the LIFO Cost field from the Item file. When any other buying group is used, the system uses the percentage to calculate a discount of the price field. Using buying group 3 allows for some customers to always receive a markup of the items cost, which is a fixed value. If the customer is assigned multiple buying groups including buying group 3, the system still uses the lowest value to price the item.
When city tax is activated at your site, entering an invalid city tax code is not allowed in the add or change mode. An error message appears. When city tax is not activated, entry is not validated.
Enter Data (Contd)
Look Up Tables
Look up tables have been added at specific fields. The look up tables are available at the input for the branch number, terms code, county, service territory, and service zone codes, tax codes 1 and 2, city tax code, and the five sales rep numbers. These are available during an add when the cursor is at the prompt and a change when the cursor is at the New Data prompt. Operation within the look up tables is the same during an add or a change. The look up tables display and allow selection of data for the specific fields in the Customer File. This is a time saving help feature. Input of the data may still be input at the prompt or the New Data field without accessing the look up tables.
Terms Code Look Up
When accessing field 11, Terms Code, entry of a question mark ? accesses the Terms Code look up table. Terms code must be a number from 0 to 9. There is a Global File, record 11, where names are assigned to the terms codes 0 to 9. The look up table accesses the data stored in Global Record 11.
11/19/96 Customer File Maintenance 12:53
Enter Procedure Type A'dd C'hange D'elete E'nd A
Fld-Cust.No: 7994567 1-Bill To: 7994567 Date Added:
2-Company: RIGHT WAY AUTO Company:
3-Address 1: 34 BAILEY ST Address 1:
4-Address 2: Address 2:
5-City: LA CROSSE City:
6-State: WI State:
7-Zip: 54603 Zip:
8-Phone: 608-799-4567 20-Fax #:
9-Contact: 21-Tax Code 1:
10-Special Instr.: 22-Tax Code 2:
11-Terms Code: ? 23-Exempt Code:
* Terms Codes *
0 NET 10 DAYS 5 NET 45 DAYS
1 2% NET 10 6 PAY UPON RECEIPT
2 NET 20 DAYS 7 *** CREDIT MEMO ***
3 NET 30 DAYS 8 C.O.D.
4 INSTALLMENTS 9
Enter Terms Code Or E'nd
Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. After input of a valid number the initial screen redisplays and the look up table is exited. Entering a terms code writes the number into the field. Note, terms code cannot be left blank. A valid one must be input at the prompt or through the look up table.
Enter Data (Contd)
Look Up Tables (Contd)
Branch Number Look Up
When accessing field 18, Branch, entry of a question mark ? accesses the look up table. Branch number must be a number from 1 to 255. It cannot be left blank. This is not an actual valid code. There is a Global File, record 5, where names can be assigned to branch numbers 1 to 10. The look up table accesses the data stored in Global Record 5.
11/19/96 Customer File Maintenance 12:16
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/96
2-Company: WESTERN AUTOMATION Company: WESTERN AUTOMATION
3-Address 1: P.O. BOX 567 Address 1: P.O. BOX 567
4-Address 2: 1234 NORTH AVE. SOUTH Address 2: 1234 NORTH AVE. SOUTH
5-City: LA CROSSE City: LA CROSSE
6-State: WI State: WI
7-Zip: 546032222 Zip: 546032222
8-Phone: 608-999-3000 20-Fax #: 608-999-3400
9-Contact: JOE BROWNLEY 21-Tax Code 1: 10
10-Special Instr.: 22-Tax Code 2: 10
11-Terms Code: 1 23-Exempt Code:
* Branches *
1 LA CROSSE 6
2 ONALASKA 7
3 USED MACHINES-BR1 8
4 USED MACHINES-BR2 9
5 10
* Note: Branch Number Can Be 1 To 255. Ten Branches Can Be Assigned A Name. *
Enter Branch Number (1 To 255) Or E'nd
Enter E to exit the look up table. The cursor returns to the initial screen and prompt. Even though only 10 branches are shown a branch number from 1 to 255 may be input. Entering a branch number writes the number into the field. Entering a branch number of 0 or greater than 255 produces the prompt Branch Number Can Only Be A Number From 1 To 255. The cursor returns for reinput. After input of a valid number the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
County Code Look Up
When accessing field 19, County Code, entry of a question mark ? accesses the look up table. The county code number must be a valid number set up in the County, Service Territory, and Zone File. Input of no code is not allowed. The codes are created in the program, Counties,/Territories/Zones, found on the Billing File Maintenance Set Up menu, 3-1-8. The look up table accesses the data stored in the County, CNT.DT File.
11/19/96 Customer File Maintenance 14:16
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/96
County/Terr/Zone Description
1 NW LA CROSSE
2 NO. LA CROSSE
3 SO. LA CROSSE
5 LA CROSSE COUNTY
6 HOUSTON
7 HENNEPIN
8 VERNON
10 WINONA COUNTY
11 HOLMEN
12 ONALASKA
15 OTHER MINNESOTA
19 GALESVILLE
20 LA CRESCENT
25 SE MINNESOTA
34 CRAWFORD
50 EAU CLAIRE
Display N'ext, Select County Code, Or E'nd: N
The County Code Look up table displays the code number and description from the County Code File. Note: Also included are the codes that are used as service territory and service zone codes. They are all stored in the same file. The program does not know which codes are designated as county versus service territory or zone codes.
Enter Data (Contd)
Look Up Tables (Contd)
County Code Look Up (Contd)
The cursor is at one of the two following prompts.
Select County Code, Or End N
Display N'ext, Select County Code, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the county code field. Entering an invalid code number produces the prompt Invalid County Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number the initial screen redisplays and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select County Code, Or E'nd: N
Display P'revious, Select County Code, Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the county code field. Entering an invalid code number produces the prompt Invalid County Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid code number, the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
Tax Code 1 And 2 Look Ups
When accessing fields 21 and 22, Tax Code 1 and Tax Code 2, entry of a question mark ? accesses the look up table. The tax code number must be a valid number set up in the Sales Tax File. Input of no tax codes is not allowed. Note: Tax code 1 and 2 should always be the same code. The codes are created in the program, Sales Tax Master, found on the Billing File Maintenance Set Up menu, 3-1-6. The look up table accesses the data stored in the Tax, Taxd File.
11/19/96 Customer File Maintenance 14:47
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/96
Tax Code Description State Percent Frt. Tax
1 VERNON COUNTY WI 6.00000 Y
2 RICHLAND COUNTY WI 5.75000 Y
5 LA CROSSE COUNTY WI 6.00000 Y
10 WISCONSIN WI 5.50000 Y
11 WI NON-TAXABLE WI .00000 N
12 WINONA COUNTY MN 6.00000 N
15 POLK COUNTY MN 6.50000 N
20 MN TAXABLE MN 5.50000 N
21 MN NON-TAXABLE MN .00000 N
22 IOWA TAXABLE IA 7.00000 Y
24 IOWA NON-TAXABLE IA .00000 N
25 ALMAKEE COUNTY IA 7.10000 N
50 ILLINOIS TAXABLE IL 6.00000 N
51 IL NON TAXABLE IL .00000 N
54 RESALE WI .00000 N
55 RESALE MN .00000 N
Display N'ext, Select Tax Code, Or E'nd: N
The Tax Code Look up tables display the code number, description, state abbreviation, tax percent, and a Y or a N for is freight taxable from the Tax Code File.
Enter Data (Contd)
Look Up Tables (Contd)
Tax Code 1 And 2 Look Ups (Contd)
The cursor is at one of the two following prompts.
Select Tax Code, Or End N
Display N'ext, Select Tax Code, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the tax code number into the field. Entering an invalid tax code number produces the prompt Invalid Tax Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number the initial screen redisplays and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select Tax Code, Or E'nd: N
Display P'revious, Select Tax Code, Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the tax code number into the field. Entering an invalid code number produces the prompt Invalid Tax Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid code number, the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
Service Zone Code Look Up
When accessing field 29, Service Zone, entry of a question mark ? accesses the look up table. The service zone number must be a valid number set up in the County, Service Territory, and Zone File. Input of no code is not allowed. The codes are created in the program, Counties,/Territories/Zones, found on the Billing File Maintenance Set Up menu, 3-1-8. The look up table accesses the data stored in the County, CNT.DT File.
11/19/96 Customer File Maintenance 14:55
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/96
County/Terr/Zone Description
1 NW LA CROSSE
2 NO. LA CROSSE
3 SO. LA CROSSE
5 LA CROSSE COUNTY
6 HOUSTON
7 HENNEPIN
8 VERNON
10 WINONA COUNTY
11 HOLMEN
12 ONALASKA
15 OTHER MINNESOTA
19 GALESVILLE
20 LA CRESCENT
25 SE MINNESOTA
34 CRAWFORD
50 EAU CLAIRE
Display N'ext, Select Service Zone Or E'nd: N
The Service Zone Code Look up table displays the code number and description from the County Code File. Note: Also included are the codes that are used as county and service territory codes. They are all stored in the same file. The program does not know which codes are designated as service zone versus service territory or county codes.
Enter Data (Contd)
Look Up Tables (Contd)
Service Zone Code Look Up (Contd)
The cursor is at one of the two following prompts.
Select Service Zone Code, Or End N
Display N'ext, Select County Code, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the service zone field. Entering an invalid code number produces the prompt Invalid Service Zone. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number, the initial screen redisplays and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select Service Zone, Or E'nd: N
Display P'revious, Select Service Zone, Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the service zone field. Entering an invalid code number produces the prompt Invalid Service Zone. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid code number the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
City Tax Look Up
When accessing field 30, City Tax Code, entry of a question mark ? accesses the look up table. City tax is a special tax method that only taxes a defined maximum sales amount per invoice. City tax is activated in the Global File, record 0. When the city tax switch is a Y for yes input of no city tax code is not allowed. With the city tax switch at no the program does not validate the entry. The city tax codes are created in the program, City Tax, found on the Billing File Maintenance Set Up menu, 3-1-17. The look up table accesses the data stored in the City, Ctax.dt File.
11/19/96 Customer File Maintenance 15:09
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/9
City Tax Code Description Percent Max Amt Taxed
1 PEORIA, IL 1.000 500.00
2 SAVANNAH, IL 1.000 500.00
10 SPARTA 1.750 1000.00
15 WESTMORE 1.000 1600.00
25 BISMARK CTY TAX 1.000 1000.00
26 GRAND FORKS CTY TAX 1.000 25.00
30 NORTH BEND .100 1000.00
40 NON TAXABLE .000 .00
43 LA CROSSE 1.000 500.00
Select City Tax Code Or E'nd:
The City Tax Code Look up tables display the code number, description, tax percent, and the maximum amount that is taxable with the city tax.
Enter Data (Contd)
Look Up Tables (Contd)
City Tax Look Up (Contd)
The cursor is at one of the two following prompts.
Select City Tax Code, Or End N
Display N'ext, Select City Tax Code, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the city tax field. Entering an invalid tax code number produces the prompt Invalid City Tax Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number the initial screen redisplays and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select City Tax Code, Or E'nd: N
Display P'revious, Select City Tax Code, Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the city tax field. Entering an invalid code number produces the prompt Invalid City Tax Code. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid code number the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
Service Territory Code Look Up
When accessing field 31, Service Territory, entry of a question mark ? accesses the look up table. The service territory number must be a valid number set up in the County, Service Territory, and Zone File. Input of no code is not allowed. The codes are created in the program, Counties,/Territories/Zones, found on the Billing File Maintenance Set Up menu, 3-1-8. The look up table accesses the data stored in the County, CNT.DT File.
11/19/96 Customer File Maintenance 15:12
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 9993000 1-Bill To: 9993000 Date Added: 11/9
County/Terr/Zone Description
1 NW LA CROSSE
2 NO. LA CROSSE
3 SO. LA CROSSE
5 LA CROSSE COUNTY
6 HOUSTON
7 HENNEPIN
8 VERNON
10 WINONA COUNTY
11 HOLMEN
12 ONALASKA
15 OTHER MINNESOTA
19 GALESVILLE
20 LA CRESCENT
25 SE MINNESOTA
34 CRAWFORD
50 EAU CLAIRE
Display N'ext, Select Service Terr. Or E'nd:N
The Service Territory Code Look up table displays the code number and description from the County Code File. Note: Also included are the codes that are used as county and service zone codes. They are all stored in the same file. The program does not know which codes are designated as service territory versus service zone or county codes.
Enter Data (Contd)
Look Up Tables (Contd)
Service Territory Code Look Up (Contd)
The cursor is at one of the two following prompts.
Select Service Terr., Or End N
Display N'ext, Select Service Terr., Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the service territory field. Entering an invalid code number produces the prompt Invalid Service Territory. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number, the initial screen redisplays, and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select Service Terr., Or E'nd: N
Display P'revious, Select Service Terr., Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the service territory field. Entering an invalid code number produces the prompt Invalid Service Territory. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid code number the initial screen redisplays and the look up table is exited.
Enter Data (Contd)
Look Up Tables (Contd)
Sales Rep # 1 - 5 Look Up
When accessing fields 32 through 36, Sales Rep #1 -#5, entry of a question mark ? accesses the look up table. The sales rep number must be a valid number set up in the Sales Rep/Service Techs File. The numbers are created in the program, Sales Rep/Service Techs, found on the Billing File Maintenance Set Up menu, 3-1-5. The look up table accesses the data stored in the Sales Rep/Tech, Slmd File. Note: There must be a valid number stored in Sales Rep#1, field 32. This can not be left blank. The other four sales rep fields may be left blank but inputting an invalid number is not allowed.
11/19/96 Customer File Maintenance 15:26
Customer Number: 9993000 Name: WESTERN AUTOMATION
Sales Rep Name Branch
1 HARRY WESTON 1
2 FRANK KELLER 1
3 J. MATHERS 1
4 JON OLSON 3
5 OLIVER TRAKTER 1
6 JESSE JAMES 1
7 SAUL OMON 1
8 GUS JOHNSON 1
9 BETTY CROKER 1
10 BRUCE JOHNSON 2
11 JIM WESTON 3
12 JIM TROUT 1
13 JOSE CRUZ 1
14 CINDY JACKSON 1
15 JOE BROWN 12
16 JOHN STRAPPER 2
Display N'ext, Select Sales Rep Number, Or E'nd: N
The Sales Rep/Service Tech Look up tables display the number, name, and branch number from the Sales Rep/Service Tech File.
Enter Data (Contd)
Look Up Tables (Contd)
Sales Rep # 1 - 5 Look Up (Contd)
The cursor is at one of the two following prompts.
Select Sales Rep Number, Or End N
Display N'ext, Select Sales Rep Number, Or E'nd: N
The first prompt appears if there are less than 17 choices. The second prompt appears if there are more than 16 choices. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the sales rep field. Entering an invalid tax code number produces the prompt Invalid Sales Rep Number. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. After input of a valid number the initial screen redisplays and the look up table is exited. When a N for next is entered, one of the two following prompts appears.
Display N'ext, P'revious, Select Sales Rep Number, Or E'nd: N
Display P'revious, Select Sales Rep Number, Or E'nd:
The first prompt appears until the last screen of codes is reached. The second prompt appears when the last screen is accessed. Enter an E to exit the look up table. The cursor returns to the initial screen and prompt. Entering a valid code number writes the number into the sales rep field. Entering an invalid code number produces the prompt Invalid Sales Rep Number. The cursor returns for reinput. Carriage return for the default of N or enter a N for next to view the next screen of selections. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. After input of a valid number the initial screen redisplays and the look up table is exited.