LMS will need to change the LANIER program to have the Product Class – Dealer Number correlations hard-coded in the 5200 routine. The program LANIER will need to be sent to the dealer and placed on the next available option on the Billing Custom Menu.
The Dealer will need to make sure that the Lanier Item Number is placed in the Model Number field in all Lanier Machines. This Lanier Item Number will be used for the Product Number field for the download.
There are 4 different categories of invoices that will be transferred. Category 1 is Supply Invoices. Category 2 is GMA Base Charges. Category 4 is Meter Billings. Category 6 is Dealer Splits. The remaining categories (3, 5 and 7) will not be transferred.
Invoices that are for base charges on Rental Contracts will not be transferred. Invoices that are for meter charges on Rental Contracts will be transferred.
RUNNING THE LANIER PROGRAM
When the Dealer is ready to send this information to Lanier they will need to run the Lanier program that is on the Billing custom menu. The amount of time the program takes to run, will vary depending on how many years of Invoice Information is on the system. In order to insure that a partial invoice is sent, no one should be in Billing, Order Release, Service Invoicing, or Contract Billing while the Lanier program is being ran.
The screen will look like the following:
10/30/00 Lanier Download 13:06
Beginning Transaction Date Or E'nd:
Ending Transaction Date:
Enter Up To 10 Customer Numbers To Pull Data From:
Use A'ccessory Sw, I'tem Type Fld,
B'oth, Or N'either To Determine Accessories:
Enter Up To 10 Item Types For Accessories:
Enter Up To 10 Item Types For Supplies:
Enter Up To 10 Item Types For Machines/Accessories:
Notes: ^ = Go Back 1 Space / = Cancel
Beginning Transaction Date, Or E'nd:
Enter the beginning transaction date range that should be used in the dump. There is no logic to prevent an invoice from being sent more than once, so be sure not to run the dump for the same date range more than once. The program will use the transaction date range in the Invoice Header File.
Ending Transaction Date:
Enter the ending transaction date range that should be used in the dump. This date must be after the date entered in the Beginning Transaction Date prompt.
Enter Up To 10 Customer Numbers To Pull Data From:
Enter up to ten bill-to customer numbers that are used for Lanier.
Use A'ccessory Sw, I'tem Type Fld, B'oth, Or N'either To Determine Accessories:
For Categories 2 (GMA Base Charges) and 4 (Meter Billings), the program has an option to skip Accessories. Dealers can either set up an item as being an Accessory by setting the Accessory Y/N field in the Item File to a Y, or the item may have a certain Item Type (in the Item File) that signifies an accessory. Enter an A at this prompt to use the Accessory Y/N field. Enter an I at this prompt to use the Item Type field. Enter B to use both the Accessory Y/N field and the Item Type field. Enter N to not skip Accessories from Categories 2 and 4.
Enter Up To 10 Item Types For Accessories:
This prompt is asked only if the Use “A'ccessory Sw, I'tem Type Fld, B'oth, Or N'either To Determine Accessories” is answered with I (Item Type Field) or B (Both). For Categories 2 (GMA Base Charges) and 4 (Meter Billings), the program has an option to skip accessories. If use Item Type or Both is chosen, the program will check each item before it downloads it to the ASCII file to see if it is an Accessory and if it is, it will be skipped. If the item has an Item Type that is equal to one of the ten item types entered at this prompt, it is assumed to be an accessory.
Enter Up To 10 Item Types For Supplies:
For Category 1 (Supply Invoices), the program will transfer an invoice if the first item on the invoice has an Item Type Field in the Item File equal to a Supply Item Type. The operator needs to enter up to ten Item Types at this prompt that are Supply Item Types.
Enter Up To 10 Item Types For Machines/Accessories:
For Category 6 (Dealer Split Invoices), the program will transfer an invoice if the first item on the invoice has an Item Type Field in the Item File equal to a Machine or Accessory Item Type. The operator needs to enter up to ten Item Types at this prompt that are Machines and Supplies Item Types.
LANIER ASCII FILE
The Lanier Download program will create an ASCII file named LANIER.TXT that contains all 5 categories. All fields are right justified and filled with leading zeroes. Every field is separated from the next field with a filler that is a space.
The fields consist of the following: (note: all fields, except where noted, will be right justified with leading zeros.)
Field Length Notes
Filler 1 Space
Dealer # 4 This is hard-coded in the program. Dealer # is
associated with Product Classes.
Filler 1 Space
Category 1 Is 1 for Supply Invoices, 2 for GMA Base Charges,
4 for Meter Billings, or 6 for Dealer splits
Filler 1 Space
Dealer Invoice # 12 Invoice Number on The La Crosse Systemä. This
field will be left justified and will not be filled with
leading zeros.
Filler 1 Space
Product Number 7 On category 1’s, this is the Item Number of the
supply. On all other categories, this is the model
number of the machine (field number 48 in Item
File Maintenance). This needs to be Lanier’s Item
Number. On category 6’s, if the model number in the Item File is blank, it will use the Item Number field. If the fourth position is a dash, the dash will be dropped.
Filler 1 Space
Serial Number 8 On category 1’s, this will be blank. On all other
categories, this field will be the serial number of the
machine being billed. Any characters that are not numeric, will be dropped. If the length of the serial number is larger than eight characters, the rightmost eight characters will be used. This field will be left justified and not filled with leading zeros.
Filler 1 Space
Model Number 8 On category 1’s, this will be blank. On all other
categories, this field will be the item number of the
machine being billed. This is the item number on
The La Crosse Systemä. This field will be left
justified and not filled with leading zeros.
Filler 1 Space
Quantity 3 On category 1’s, this is the quantity of the supply
being invoiced. On all other categories, this is 001.
Filler 1 Space
Amount 10 This is the extended amount. On category 1’s and
6’s, this is the prices times quantity. On category 2’s, this is the base amount. On category 4’s, this is the sales extension for the meter charges. This field
will always be a positive number.
Field Length Notes
Filler 1 Space
Begin Service Date 8 Format is YYYYMMDD. On category 1’s and 6’s,
this is 00000000. On category 2’s, this is the
beginning billing period date on the invoice. On
category 4’s, this is the beginning copy usage date
on the invoice. See notes below about dates.
Filler 1 Space
End Service Date 8 Format is YYYYMMDD. On category 1’s and 6’s,
this is 00000000. On category 2’s, this is the
ending billing period date on the invoice. On category 4’s, this is the ending copy usage date on the invoice. See note below about dates.
Filler 1 Space
Free Copies 7 On category 1’s, 2’s and 6’s, this will be 0000000.
On category 4’s, this will be the amount of copies
included on the contract billing. If the first quantity
break on the invoice is xxx number of copies @
0.000000, the number of copies will be written into
this field. If there is no message on the invoice that
has xxx number of copies @ 0.000000, then this
field will be 0000000.
Filler 1 Space
Copy Rate 6 On category 1’s, 2’s, and 6’s, this will be 000000.
On category 4’s, this will be the copy rate that is
billed on the invoice. For example, if the invoices
has messages 10000 Copies @ 0.00000 and 20000
Copies @ 0.001200, then this field will be 001200.
Filler 1 Space
Customer Name 28 This is the ship-to customer name from the
Customer File.
Filler 1 Space
Debit/Credit 1 This field is a D for debit if the extended amount is
a negative number. This field is a C for credit if the
extended amount is a positive number.
Filler 1 Space
Notes about dates:
Lanier needs to have the date range equal to the 1st to the last day of a month. If the date ranges of the contract is for example the January 15th, 2000 to January 14th, 2001, the program will need to adjust the dates to January 1st, 2000 to January The Beginning Service Date will be checked to see if the day is the 2nd to the 15th. If it is, the day will move set to the 1st of that month. If the day is the 16th to the 31st, it will be set to the 1st of the following month. The Ending Service Date will also need to be adjusted. If the day is 1 to 15, it will move the ending date’s month back one month prior and change the ending date’s day to the last day of that month. If the day is after the 15th, just the ending date’s day will be adjusted to the last day of the month.
FILE LOCATION OF LANIER.TXT
For SuperDOS, the LANIER.TXT file will be created/written to the first drive and user group of the search list and will most likely be 5:15 or 6:15. To verify this, log into Billing and enter in two colons (:: ) to be at the > prompt. Enter in MMI SE and return to show the search. To verify there is information in these files, enter in at the > prompt, TYPE/M LANIER.TXT..
For Non-SuperDOS, the LANIER.TXT file will be created/written to the first directory of their environment. This will usually be the UBL\LMS\DATA\AMSRC directory. This directory path may be different at your site. Contract LMS Support if you do not have this directory and they will assist you in finding your directory path. To verify this, log into Billing and enter in two colons (:: ) to be at the * prompt. Enter in RUN”PATH and return, at filename enter in ? and return to display the first directory. Or at filename, enter in LANIER.TXT to display the directory the programs will be located on. To verify there is information in these files, enter in at the * prompt, !TYPE LANIER.TXT
The file will need to be emailed to Lanier. Lanier would like to have the file named following a certain pattern. It will start with “INV”, followed by the dealers four digit dealer number, followed by a date / time stamp (yymmddhhmmss), followed by a “.TXT” extension (INV####yymmddhhmmss.TXT). The following instructions are to transfer the file to Lanier for each LMS Operation System.
There are a couple of different processes the customer can use, depending on what they have and what they are comfortable with. If they have questions on using PC Connect or FTP/Tiny Term to transfer the programs, they will need instructions from hardware support. The set up that all SuperDOS LMS customers can do is the following. They will need a blank diskette and access to the main server. Insert the diskette into the diskette drive. At the main server, on the main task 1, log into their BEGIN password. At the > prompt, enter in PCXFER/S 5:15:LANIER.TXT A:\. This will copy the file from SuperDOS drive 5, user group 15 to a DOS floppy diskette in drive A. They are then able to take this diskette to a PC, rename the file to the naming scheme mentioned above, and then email the file to Lanier as an attachment.
The only way to transfer the program is through File Transfer Protocol (FTP).
The customer should know what their IP address is. A couple ways to find out depending on what they are running. If they are running Tiny Term, the Comms will show the IP Address under the Network Node. If they are running UGI, open the session, click on Preferences, click on Comms, the TCP heading will display the IP address. Otherwise, log into the root login and at the # enter in netconfig and return. This will bring up a gui screen that you can tab to move around. Under the Network Card section, highlight the SCO TCP/IP. Then tab to the VIEW PROTOCOL CONFIGURATION and return. This will show information including the IP address. Click on OK, tab to HARDWARE and choose Exit to get back to the # prompt. At the # prompt, enter exit to log off.
For the first time, the customer will need to create a Lanier directory to hold the file. This should be done on a PC that has email access. You can go into Windows Explorer and under the C drive, create a folder called LANIER or at the MS DOS prompt, under the C drive, create the directory by doing md LANIER.
At the PC, log into the MS DOS prompt, and go to the root of the C drive (C:\>). Enter in cd LANIER to display C:\LANIER>. Enter in ftp IP address#. You should connect correctly and will display the User logon. Enter in root and return. It will then display the Password logon for root, enter this password in. When you have connected correctly it will display an ftp> prompt. At this prompt, enter in cd /lms/ubl/data/amsrc and return. (Note: the data/amsrc directory may have a different path than the one stated here. Contact LMS Support if you have having problems not finding the directory). This directory is where the files are located from the above instructions. The valid directory should be displayed and you will be back at an ftp> prompt. At this prompt, enter in mget LANIER.TXT and return. The program will display that it transferred properly the file LANIER.TXT and return to the ftp> prompt. At this prompt, enter quit and return. This will return you to the C:\LANIER> prompt. This file can then be renamed to the naming scheme mentioned above, and then emailed to Lanier as an attachment.
NT
For the first time, the customer will need to create a LANIER directory to hold the files. This should be done on a PC that has access to email. You can go into Windows Explorer and under the C drive, create a folder called LANIER or at the MS DOS prompt, under the C drive, create the directory by doing md LANIER.
In Windows Explorer you can click and drag the file LANIER.TXT from the drive and directory these files were located, D:\UBL\LMS\DATA\AMSRC, to C:\LANIER folder. (Note: the directory path may be different on your system. Please call LMS Support if you having problems finding data/amsrc directory.) The file is now located on the C drive, in the LANIER directory. The file can then be renamed to the naming scheme mentioned above, and then emailed to Lanier as an attachment.