Consolidated Data Welcomes Menominee Industrial Supply

Menominee Industrial Supply of Menominee Michigan has joined the CODIS Community. Menominee Industrial Supply was founded in September of 1980 as a local industrial supply distributor with only four employees. Through decades of dedicated service and support to customers, Menominee Industrial Supply has grown into a multi-state distributor of Industrial, Timber Harvesting and Power Equipment supplies with over thirty employees. Our experienced and educated outside sales staff span the upper Mid-West covering and supporting our product lines in 11 states. Please join us in welcoming our newest members to the CODIS community.

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Editing an Automated Job

You can edit automated jobs from within the “Auto Jobs” function. Previously, many users would edit auto jobs by transferring the auto job to an external text editor such as notepad, making the changes, then transferring the auto back to CODIS. Transferring the auto job to an external text editor is no longer necessary.

Select the auto job to be edited.

Select the ‘M’ (more) option.

Select the “E’ (edit) option.

Scroll to the text you want to edit using the appropriate scroll key(s).

Edit the area(s) of the auto job as needed.

I’ve edited the number of days from 20 to 30.

Use Ctrl Z to save and exit the text editor.

Your changes have been saved.

A word of caution – the text editor does not validate your changes (no sanity check) so you should be aware of exactly what effects your changes will have on the auto job.

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Changing Date Ranges in the Price Matrix Editor

When promotional pricing exists in a price matrix and the valid date range for the promotional pricing has expired or is incorrect you can change the expiration date to extend the promotional pricing or make any necessary corrections to the date range.

From within the Price Matrix Editor, while displaying the price matrix you will see an ‘H’ option at the bottom of the screen. This option allows you to make the date range changes.

The date range defined for the item (BS, 4101) on line 2 has expired. We want to extend the promotion through the end of the month. Type ‘H’ <enter>.

Type ‘E’ <enter> since we only want to change the end date.

Type the end date to be replaced and press <enter>.

All records in the price matrix with a previous end date of 1-10-13 have been updated to 01-31-13.

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Placing Orders on Zip Code Hold

There are times when an interruption of delivery to an area/region of the country occurs due to storms and other occurrences beyond our control. CODIS allows you to accept orders and place them on zip code hold thereby making them available for release once the carriers resume delivery to the area/region. In order entry, use order option “!” to place the order on zip code hold.

You can automatically place orders and backorder releases on zip code hold to a specific zip code by flagging the daszip.das record. A ‘Y’ in field 10 of the record indicates the zip code is on hold.

Records can be flagged in mass when necessary using input from a csv file and utility program.

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Purchase Order Quantity Sanity Check

When finishing a purchase order and an item(s) order quantity exceeds a 12 month supply (adjusted by backorder quantity, open order quantity, allocated quantity, on hand quantity, quarantine quantity, and missing on hand quantity) of an item(s), CODIS will alert the user. The intention of the alert is to help prevent accidentally ordering an erroneous quantity that would result in an overstock situation. The following screen shot displays items on the purchase order whereas the quantity ordered exceeds the previous 12 months movement. The setup date of the stock file record is also displayed. Enter “Y” to accept the purchase order ‘as is’. Enter “N” to return to the purchase order if you need to change the order quantities. Enter “A” to change the warehouse code(s) used in the ‘sanity check’ calculation (useful in combining warehouse movement).

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Associating an Item with a Sales Type Code

Sales Analysis can be done based on Sales Type Codes. Report Writer reports can be done based on Sales Type Codes. An item can be associated with multiple Sales Type Codes. For example, an item may be defined as a ‘captive’ item but also be defined as a ‘filter’.

Associating an item with a Sales Type Code is done in Product file Maintenance however the Sales Type Code must exist before it can associated with the item. Add a Sales Type Code in the Codes File Editor. Go to 70/50 and enter code type TYPE_CODES.

In “A”, add mode and at the 6-chr filename prompt enter PRODCT.

Enter “50″ at the Field# in file prompt.

Enter the reference number you want to associate with the Sales Type Code at the Field type code prompt. This determines where the new Sales Type Code is displayed when associating items with the new code in Product File Maintenance.

Enter a description for the new code.

Enter the same reference previously entered as Field type code at the Reporting code prompt.

The new Sales Type Code designated as Filter has been added. From the main CODIS menu, go to Product File Maintenance, 20/30/70. Enter the manufacturer code and part number of the item you are associating with the code.

Enter “37″ to view or change the Sales Type Code on the item being displayed.

Enter “C” to change/associate the item to the new code.

The newly added code, FILTER appears on reference line 24. That’s the number you associated with the code when you added it earlier. Enter “24″ to flag/associate the item with the new code.

The flag has been set. Press <enter>.

Press <enter> when done.

Type “Y” to save your changes.

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Deleting Historical Part Notes

In as much as part notes are “historical”, they are not meant to be deleted. However, from time to time you may have a legitimate need to “delete” a historical part note. We’ve made provision for users with “manager” privileges to be able to delete a part note. The flashing “/PT” in the lower right side of the screen indicates there is a part note associated with this item. The date of the last part note is also indicated in the flashing message.

Type “/PT” and press <enter> to display the all part notes for the item being displayed.

If a part note contains erroneous information or was entered on the wrong item then users with manager privileges have option “D” to delete the note. Type “D” and press <enter>. The “D” option will not be displayed for users without manager privileges.

If multiple part notes exist on an item then identify the part note you want to delete. Type the part notes logical record number and press <enter>. The logical record number is found in the part note text to the right of the date and time stamp.

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Deleting Historical Ticket Notes

In as much as ticket notes are “historical”, they are not meant to be deleted. However, from time to time you may have a legitimate need to “delete” a historical ticket note. We’ve made provision for users with “manager” privileges to be able to delete a ticket note. The flashing “/TN” in the upper right side of the screen indicates there is a ticket note on this ticket.

Type “/TN” and press <enter> to display the ticket note.

If this ticket note contained erroneous information or was entered on the wrong ticket then users with manager privileges have option “D” to delete the note. Type “D” and press <enter>. The “D” option will not be displayed for users without manager privileges.

Type the logical record number and press <enter>. The logical record number is found in the ticket note text to the right of the date and time stamp.

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Flagging a Vendor to Auto Vouch

You can flag a vendor to auto vouch (automatically create a voucher from an electronic invoice) in Vendor File Maintenance. Previously, flagging a vendor to auto vouch was done in the hourly EDI job. Flagging a vendor to auto vouch can be done for incoming invoices and incoming credits, or incoming invoices only thereby excluding incoming credits.

In Vendor File Maintenance, screen 3, change line 17 to the appropriate choice. The default it to NOT auto vouch. Change line 17 to “I” to auto vouch ONLY incoming invoices. Change line 17 to “B” to auto vouch BOTH, incoming invoices and credits. When flagging a vendor to auto vouch, the program will flag all previous received electronic invoices and credits with “AP3900″ in field 23 of the FACHED records providing a definitive “cutover” to the auto vouching process.

Press <enter> after making your selection.

Update your changes.

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New ‘Prox’ Terms Option

A new ‘prox’ terms option has been added to the ‘TE’, terms code definition. Prox terms as defined states that the invoice will have a discount and/or due date in the month following date of invoice. For example, an invoice with ‘prox’ terms of 1% 15th, net 25th that is invoiced on June 14, 2012 would have a discount date of July 15, 2012 and a due date of July 25, 2012. The new ‘prox’ terms option allows you to define the number of months following date of invoice for each date (discount date and due date). For example, an invoice with ‘prox’ terms of 1% 1st 15th, net 3rd 25th that is invoiced on June 14, 2012 would have a discount date of July 15, 2012 and a due date of September 25, 2012. Here’s how to define such a terms codes record. While in the Codes File Editor, 70/50 from the main CODIS menu and editing the ‘TE’ terms code, field 49 defines the number of months following date of invoice to use as the discount date. Field 50 defines the number of months following date of invoice to use as the due date. In the example below, the discount date will be 1 month following the date of invoice and the due date will be 3 months following the date of invoice.

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