Fulfillment Customer Maintenance (Menu 10/50/210)

Fulfillment Customer Maintenance

This program is designed to allow a user to set-up or modify all the necessary records that are used for a “Fulfillment customer”.  This program will prompt the user for the account number to modify and then you will have the option to create or modify existing records for this fulfillment account.

Once the fulfillment account number is entered you will see the following 7 options.

It is recommended if you are setting up a new fulfillment account to follow the options in numerical order to ensure you do not skip any records.  Once a record has been set up the next time you select that option you will be able modify that specific record.

Here I have chosen option 1.  This will be the condition of sale text that appears at the bottom of an invoice for this fulfillment account.

If Invoice text file is not already set up for this specific fulfillment account the program will choose the text from the file: “BATCOM:COND_OF_SALE_PAKDRP.DAT

If a customer specific text file does exist that file will be displayed for you to edit.  Once you are finished press ‘Ctrl-Z’ to save changes or ‘Ctrl-A’ to abort without saving any changes.

Next I have chosen option 2 to edit/create an order add on codes record.  Here you may add messages or DC codes to apply to a specific type of order keyed for this fulfillment account.  There are also a few more options available for order add-ons.

Note: If no record currently exists the default values will be pulled from an ‘Order add-on’ codes record defining the default order options set for fulfillment accounts (FF_SHIP_OA).

Once you have finished press ‘enter’ to continue.

Option 3 will allow you to specify the allowed ship warehouses for this fulfillment account.  You may edit to change the allowed warehouses or you may delete this codes record if it currently exists.  Deleting the record will cause Codis to not limit the ship warehouses for this account.

Note: If no record currently exists the values will be pulled from a ‘Strings’ codes record defining the default ship warehouses allowed for fulfillment accounts (FF_SHIP_WHSE).

Once you have finished editing or adding type ‘F’ to complete the changes.

Option 4 will allow the user to create a codes record that specifies the ticket printer for the fulfillment account.  You may add a record, edit, or delete that record in the same manner as the ship-warehouse(s) record previously.

Once you have completed your additions or changes type ‘F’ to complete the changes.

Option 5 will allow the default order options for the fulfillment account to be changed.  Here you may toggle an order option on or off by typing the character you wish to add or remove from the defaults for the fulfillment account.

Once you have finished these changes press ‘enter’ to complete the changes.

Option 6 allows the user to add, edit, or delete the codes record that specifies the allowed ship-vias for the fulfillment account.

Note:  If no record currently exists the values will be pulled from a ‘Strings’ codes record defining the default ship-vias allowed for fulfillment accounts (FF_SHIP_DEF).

Once you have finished making changes type ‘F’ to complete the changes.

Option 7 is used to define the address and name information that will display on the tickets and invoices keyed for the fulfillment account.  This will set up the ‘IA’ codes record.  You may set-up one per warehouse or use “***” to apply the address to all warehouses for this fulfillment account.

Once you have finished making changes type ‘F’ to complete the changes.

This completes the 7 fulfillment customer options.  You may now go back and modify or inspect any records for this account by selecting the option that applies.

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