Program Description
This is a new program in Rev 13 added to the System Manager Billing System Manager menu (LMSY-2-15). It is used to store serial number conversions and merges (SBATCH.IX). The Serial Batch Conversion/Merge can then be run when no one is on the system to convert or merge one serial number into another serial number.
When adding a record, the following prompt will be displayed: Old Serial Number. This is the serial number that exists on the system now that the user wants to convert or merge to another number. At this prompt, enter the exact serial number or do a serial number search. With the serial number search, enter the first part of the serial number followed by an asterisk (*) or enter an asterisk (*) with the ending part of the serial number. The Machine ID field from the Serial file can also be used. The serial numbers will then be displayed that meet the criteria. The Model # (item number), Description, ID #, Serial # and Customer # will be displayed for each machine. The user will then be asked to select the correct serial number. The item number will be displayed under the Old Serial Number prompt and the user will be prompted to enter the new serial number. See the screen below:
At the new serial number prompt, enter either the serial number that the machine should be converted to, or the serial number that exists on the system that the machine should be merged to. The serial number search works at this prompt also. Enter the first part of the serial number followed by an asterisk (*), or enter an asterisk (*) followed by the ending part of the serial number to see a list of machines that meet that criteria. Machine ID search is also available at this prompt. If the new serial number and old item number do not exist in the Serial File (SERIALD), the record will be added to the Batch Conversion/Merge File and the message This Machine Will Be Converted will display on the screen.
If the new serial number and old item number already exist in the Serial File, the program knows that it will need to do a merge. A message stating This Machine Already Exists and Will Be Considered a MERGE will be displayed. The user will be prompted Merge 1) Service History Only, 2) Sales History Only, 3) Both. If the Service History Only option is chosen, the only files updated are the Service History File (DISP.DT) and the Part File (PART.DT). If the Sales History Only option is chosen, only the Sales History File (SHHIST.DT) will be updated. If the Both option is chosen, all three files will be updated.
When deleting a record, the user will be prompted to enter the old item number and old serial number. See screen below:
Rev 15 Changes
Logic was added to the Serial Conversion/Merge to convert the Item Number as well as the Serial Number. The Serial Batch File Maintenance program will now ask the operator to enter the New Item Number. The default for this field will be the Item Number of the old Serial Number. If only the Serial Number should be converted, the operator should just return at the New Item Number prompt to accept the default. Item Number, Item Description and Item Association searches are available at the New Item Number prompt. The Item Numbers displayed during Item Number and Item Description searches will only be for Serialized Items.
If the operator is trying to add a conversion record to the Serial Batch File and the “Old” Item Number is different than the “New” Item Number, the program will check to see if the “Old” machine is on a contract. If it is on a contract where the item has a quantity greater than one, the program will display an error message and ask for new inputs. The message is:
Machine Is On Contract Number XXXX And Line Number XXXX. The Item Line Has A Qty Greater Than 1. This Machine Can Not Be Converted Until It Has A Separate Item Line On The Contract With A Qty Of 1. Please Correct The Contract And Try This Conversion Again.
This message indicates that the contract is set up like the following:
Item Line Item #: SF90 Qty: 2
Serial #: ABC
Serial #: DEF
If you would like to convert Item SF90, Serial DEF to be a different Item Number, you’ll need to adjust the contract to look like this:
Item Line Item #: SF90 Qty: 1
Serial #: ABC
Item Line Item #: SF90 Qty: 1
Serial #: DEF
The conversion program can then change the Item Number in the Item Line to be the new Item Number without effecting Serial #: ABC.
Rev 14 Changes
N/A