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Shortcuts from Within Order Entry

A variety of useful shortcuts are available when at the part number prompt within the Order Entry screen (10/10/1). Here’s a list of the most frequently used shortcuts – /BK – shortcut to the Backorder Edit/Inquiry, 10/10/8 screen displaying the … Continue reading

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Receiving Status Identification

Enhancements have been made to the receiving system to provide receipt batch status identification. As we know, a shipment gets added to the receiving system when an electronic invoice is received from a vendor. A shipment can also be added … Continue reading

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Editing CODES File Strings

Many codes file records can contain a string of values whereas various programs look up those codes file record values in the execution of the program. For example, the freight poster program may look up product codes relative to a … Continue reading

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Ship ASAP Backorder Processing

As a rule, ‘stock’ backorders ship according to the backorder processing method associated with the customer’s account (established in Customer File Maintenance). Backorders are typically allocated and released based on days allocated and/or dollar value. They can be shipped along … Continue reading

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Single Use Promo Codes

A promotional code may be such that you wish to limit the use to a single use. Once the customer uses his single use promo code then the promo code is automatically removed from his list of allowed single use … Continue reading

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Displaying Order Summary Totals by Manufacturer and/or Product Code

When displaying/viewing an order, you can use the ‘/SUM’ or ‘/SUP’ options to display dollars and units ordered by manufacturer or product code along with fill rate. In addition to the summary totals, a suspended order also displays the dollar … Continue reading

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Creating a basic purchase history report for a dealer

You want to create a report of all purchases for a single dealer that has all parts purchased the previous year. Below is the steps you would take within Sales Analysis to create such a report. From the main menu … Continue reading

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Automatically Adding Messages to Purchase Orders

First, add the messages containing the specific text you’ll be automatically adding to the vendor purchase order. The next two screen shots define separate messages that will be automatically add to the vendor purchase order.   The PO_ADD-ON codes record … Continue reading

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Price Protection at the Part Number Level

Price Protection at the Part Number Level Product File Maintenance contains a flag (line 95) that allows you to password protect the selling price at the part number level. Changing line 95 to ‘Yes’ will force prompting of a password … Continue reading

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Setting a Vendor to Auto-vouch

Setting a Vendor to Auto-vouch Vendor File Maintenance, screen 3, line 17 – change the flag to the desired action. Auto-vouching credits may not be desirable so you can choose ‘Invoice only’ thereby auto-vouching incoming electronic invoices but NOT credits.

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