Index

A  B  C  D  E  F  I  L  M  N  O  P  Q  R  S  T  U  V  W  Z 

Numerics

1099 processing, 5.1

A

A/B Supplemental Data Security form, 28.3
ABLOG data queue, 40.3
About
address book maintenance, 2.2
address book reports, 12.2
address book system setup, 18.2
electronic mail, 43.2
About address batch processing, 33.2
About address book reports, 12.2
About address book supplemental data, 27.2
About parent/child relationships, 26.2
About updates and purges, 38.2
Accessing mailboxes, 44.1.1
Accessing received messages, 45.1.5
Accounts Payable Information
program (P01054), C
z file (F01054Z), C
Z FIle program (P01054Z), C
Accounts Payable Information Co/Bus Unit Defaults
program (P01154), C
z file (F01154Z), C
Z FIle program (P01154Z), C
Action Code/Search Type Security
detail Z file (F0103DZ), C
header Z file (F0103HZ), C
program (P0103), C
Z File program (P0103Z), C
Activating
check digits for next numbers, 23.1.1
effective dates, 19.1.1
Adding addresses to batches, 35.1
Additional address book information
entering, 3.2.5
Additional Address Book Notes form, 3.2.8
Additional information
address book, 3.2.5
Address book
features, 1.2
maintaining, 2.2
menu overview, 1.7
multi-national functionality, 1.2.3
overview, 1
reports, 12.2
setup
See Setup
system integration, 1.1
system setup, 18.2
tables and descriptions, 1.3.2
tables, relationships between, 1.3.1
Z file processing programs, C
Address Book
email/URL, 11
Address Book - Email / URL Addresses
program (P01018), C
Z file (F01018Z), C
z file program (P01018Z), C
Address Book - Socio-Economic Information
program P010514, C
z file F010514Z, C
z file program P010514Z, C
Address Book Additional Information form, 3.2.5
Address Book Batch Update report, 36.1
Address Book Category Codes
program (P010512), C
Z file (F010512Z), C
Z File program (P010512Z), C
Address book constants
setting up, 19.1
Address Book Constants form, 19.1.1
Address Book Control Revisions
program (P010513), C
z file (F010513Z), C
Z File program (P010513Z), C
Address Book Information
program (P01051), C
z file (F01051Z), C
Z FIle program (P01051Z), C
Address book records
assigning category codes, 3.2.4
entering, 3.2
entering additional information, 3.2.5
entering basic information, 3.2.2
entering phone numbers, 3.2.9
locating, 4.5
Address Book Revisions form, 3.2.2
Address formats
by country, 20.1, 25.1
Address revisions, 7.1, 7.2, 7.2
effective date, 7.2
Address Revisions
detail z file (F0116DZ), C
header z file (F0116HZ), C
program (P0116), C
Z File program (P0116Z), C
Addresses
See Batch addresses
uploading from outside source, 33.2
A/R Information
program (P01053), C
z file (F01053Z), C
Z FIle program (P01051Z), C
A/R Information Co/Bus Unit Defaults
program (P01153), C
z file (F01153Z), C
Z FIle program (P01153Z), C
Assigning
category codes, 3.2.4
Assigning E-mail user defined codes, 48.1
Audit logs
purging, 42.2

B

Bad address flag, 7.2
Basic address book information
entering, 3.2.2
Batch Address Review form, 34.1
Batch Address Revisions form, 35.1
Batch addresses
adding, 35.1
overview, 33.2
processing, 36.1
purging processed, 37.1
reviewing, 34.1
reviewing transaction detail, 34.2
revising, 35.2
revisions overview, 35
Batch File Entry Exceptions report, 36.1
Bulletin Board Subscription form, 47.1
Bulletin boards
electronic mail, 47.1

C

Calendar Inquiry form, 44.1.3
Calendars
electronic mail, 44.1.3
Category codes
additional for address book, 3.2.4
assigning, 3.2.4
updating, 39.1
Category Codes form, 3.2.4
Changing a message sequence, 46.1
Changing code and narrative data types, 30.1
Changing data types, 30
Changing program data types, 30.2
Check digits
activating for next numbers, 23.1.1
Check for Duplicates report, 15.1
Cheshire labels, 14.3
CIF (Central Information File)
supplemental data, 27.2
CIF Sequence Revisions form, 28.2
CIF sequences
defining, 28.2
Copying detailed supplemental information, 29.2
Copying narrative text, 29.4
Country constants
setup, 20.1, 25.1
Country Constants Revisions form, 20.1.2
Creating a worktable, 32.1
Creating parent/child relationships, 26.3
Creating the address book reporting table, 17.1
Creating the search word table, 40.1
Custom reports, 17.1

D

Data
supplemental, 27.2
Data by Address Book report, 32.2.4
Data by Data Type report, 32.2.1
Data Entry form, 29.1
Data types
changing, 30
changing code and narrative types, 30.1
changing program types, 30.2
deleting, 28.1.1
Define Your Own Data Types form, 28.1, 30.1
Defining CIF sequences, 28.2
Defining supplemental data, 28
Defining supplemental data security, 28.3
Defining the format of address book numbers, 19.1.1
Deleting
address book information, 3.3
address book records, 15.1.2
names from distribution lists, 45.1.5
parent/child relationships, 26.3.1
processed address batches, 37.1.2
Distribution lists, 26.3.1
deleting names, 45.1.5
electronic mail, 45.1.3, 45.1.4
locating, 45.1.5
permanent, 45.1.4
security, 45.1.4
temporary, 45.1.4
Diversity codes
socio-economic information, 8.1
Document numbering, 23.1
Dun & Bradstreet
labels, 14.4

E

Effective date
address revisions, 7.2
Effective dates
activating, 19.1.1
Electronic mail
accessing mailboxes, 44.1.1
assigning user defined codes, 48.1
bulletin boards, 47.1
changing message sequence, 46.1
distribution list security, 45.1.4
distribution lists, 45.1.3, 45.1.4
entering remarks, 44.1.2
features, 1.5
forwarding messages, 45.1.6
mail box category, 45.1.9
menu overview, 1.7
printing messages, 45.1.6
returning messages, 45.1.7
revising calendars, 44.1.4
revising sent messages, 45.1.2
routing future mail, 45.1.8
security, 19.1.1
sending messages, 45.1.1
signing in and out, 44.1
system integration, 1.4
tables and descriptions, 1.6.2
user defined codes, 45.1.9
viewing messages, 45.1.5
viewing messages with same status, 46.1
viewing time logs, 44.1.5
Email/URL
revisions, 6.2, 11
Email/URL selection
using, 11
Entering
additional address book information, 3.2.5
address book records, 3.2
address revisions, 7.2
basic address book information, 3.2.2
notes for address book records, 3.2.8
phone numbers, 3.2.9
remarks for electronic mail, 44.1.2
who’s who information, 3.2.7
Entering and copying supplemental data, 29
Entering detailed supplemental information, 29.1
Entering narrative text, 29.3

F

Features
address book, 1.2
electronic mail, 1.5
Format
address book number, 19.1.1
Forms
A/B Supplemental Data Security, 28.3
Additional Address Book Notes, 3.2.8
Address Book Additional Information, 3.2.5
Address Book Constants, 19.1.1
Address Book Revisions, 3.2
Batch Address Review, 34.1
Batch Address Revisions, 35.1
Bulletin Board Subscription, 47.1
Calendar Inquiry, 44.1.3
Category Codes, 3.2.4
CIF Sequence Revisions, 28.2
Country Constants Revisions, 20.1.2
Data Entry, 29.1
Define Your Own Data Types, 28.1, 30.1
Inquiry by Address, 31.1
Inquiry by Data Type, 31.2
Mail Box Selection, 44.1.1
Message Center, 45.1.1
Message Summary, 45.1.5
Message View/Entry, 48.1
Name Search, 4.5
Next Numbers, 23.1.1
Phone Numbers, 3.2.9
Postal Code Revisions, 21.1.1
Structure Inquiry, 26.4.1
Structure Revisions, 26.3
Supplemental Data - Narrative, 29.3
Translate User Defined Codes, 22.2
Who’s Who, 3.2.7
Work With User Defined Codes, 22.2
Forwarding messages, 45.1.6

I

Importing Mass Data, C
Inquiry by Address form, 31.1
Inquiry by Data Type form, 31.2

L

Labels
by address, 14.2
by who’s who, 14.2
Cheshire, 14.3
Dun & Bradstreet, 14.4
printing, 14.1

M

Mail Box Selection form, 44.1.1
Mail filter
electronic mail, 45.1.8
Mailboxes
accessing, 44.1.1
Mailing formats, 20.1.1
Mailing labels, 1
Menu overview, 1.7
Message Center form, 45.1.1
Message log
purging, 42.3
Message Summary form, 45.1.5
Message View/Entry form, 48.1
Messages
forwarding electronic mail, 45.1.6
printing electronic mail, 45.1.6
returning electronic mail, 45.1.7
revising electronic mail, 45.1.2
routing future electronic mail, 45.1.8
sending messages, 45.1.1
viewing electronic mail, 45.1.5
Multiple addresses, 7.1, 7.2, 7.2
entering, 7.2

N

Name Search form, 4.5
Names
searching for, 4.5
Next numbers, 23.1
activating check digits, 23.1.1
changing, 23.1.1
changing the sequence, 23.1.1
setting up, 23.1
Next Numbers form, 23.1.1
Notes
entering for address book, 3.2.8, 3.2.8

O

Organizational structures
parent/child, 26.2
Overview
address book, 1

P

Page breaks, 15.1.2
Parent/child
creating relationships, 26.3
overview, 26.2
printing relationships, 26.5
viewing relationships, 26.4
Phone Book Information
detail z file (F01075DZ), C
header z file (F01075HZ), C
program (P01075), C
Z FIle program (P01075Z), C
Phone numbers
entering, 3.2.9
Phone Numbers form, 3.2.9
Postal Code Revisions form, 21.1.1
Postal codes
setup, 21.1
Printing address and who’s who labels, 14.2
Printing Cheshire labels, 12.2.2, 14.3
Printing Dun & Bradstreet labels, 12.2.2, 14.4
Printing parent/child relationships, 26.5
Printing reports by address and who’s who, 13
Printing supplemental data reports, 32.2
Printing the check for duplicates report, 15.1
Processing address batches, 36.1
Program ID
(P0103Z) (action code/search type security z file), C
P0001Z (batch address review), 34.1
P0002, 23.1.1
P00051, 22.2
P0005D, 22.2
P0016 (additional address book notes), 3.2.8
P0070 (country constants revisions), 20.1.2
P0081 (A/B supplemental data security), 28.3
P00PURGE (processed batch address purge), 37.1
P01017 (related address revisions), C
P01017Z (related address revisions z file), C
P01018 (address book - email/url addresses), C
P01018 (email/URL revisions), 6.2, 11
P01018S (email/URL selection), 11
P01018Z (address book - email/url addresses z file), C
P0101Z1 (batch address revisions), 35.1
P0103 (action code/search type security), C
P01051 (address book information), C
P010512 (category codes), 3.2.4
P010512 (faddress book - category codes), C
P010512Z (address book category codes z file), C
P010513 (address book additional information), 3.2.5
P010513 (address book control revisions), C
P010513Z (address book control revisions z file), C
P010514 (address book - socio-economic information), C
P01051Z (address book information z file), C
P01053 (a/r information), C
P01053Z (a/r information z file), C
P01054 (accounts payable information), C
P01054Z (accounts payable information z file), C
P01075 (phone book information), C
P01075 (phone numbers), 3.2.9
P01075Z (phone book information z file), C
P01090 (define your own data types), 28.1, 30.1
P01091 (data entry), 29.1
P01093 (supplemental data - narrative), 29.3
P01094 (CIF sequence revisions), 28.2
P011011 (message view/entry), 48.1
P0111 (who’s who information), C
P0111OZ (batch address processing), 36.1
P0111W (who’s who information window), C
P0111Z (who’s who information z file), C, C
P01134 (bulletin board subscription), 47.1
P01153 (a/r information co/bus unit defaults), C
P01153Z (a/r information co/bus unit defaults z file), C
P01154 (accounts payable information co/bus unit defaults), C
P01154Z (accounts payable information co/bus unit defaults z file), C
P0116 (address revisions), 7.1, 7.2, 7.2, C
P0116Z (address revisions z file), C
P0117 (postal code revisions), 21.1.1
P01200 (name search), 4.5
P01210 (inquiry by data type), 31.2
P01220 (inquiry by address), 31.1
P01240 (message summary), 45.1.5
P01250W (mail box selection), 44.1.1
P01252 (calendar inquiry), 44.1.3
P01270 (structure inquiry), 26.4.1
P01425 (parent/child structure), 26.5
P01440 (data by data type), 32.2.1
P01450 (data by address book), 32.2.4
P01490 (global update category codes), 39.1
P0150 (structure revisions), 26.3
P01801 (purge audit log), 42.2
P01812 (purge time log), 42.4
P01813 (purge message log), 42.3
P01820 (refresh search word table), 40.3
P01BDWRD (build search word table), 40.2
Program IDs
(P01017) related addresses, 9
Purging, 42
address book information, 42.1
audit logs, 42.2
message log, 42.3
processed batch addresses, 37.1
time log, 42.4
Purging address batches, 37.1
Purging records, 42

Q

Query search
creating, 40.2
updating, 40.1, 40.3

R

Related Address Revisions
detail z file (F01017DZ), C
header z file (F01017HZ), C
program (P01017), C
Z file program (P01017Z), C
Related addresses
errors, 9.2
program P01017, 9
retrieving, 9.2
user defined codes, 9.1
Reports
Address - One Line per Address, 13.1
Address - with Codes and Notes, 13.1
Address - without Codes and Notes, 13.1.2
Address Book Batch Update, 36.1
Batch File Entry Exceptions, 36.1
Check for Duplicates, 15.1
custom, 17.1
Data by Address Book, 32.2.4
Data by Data Type, 32.2.1
overview, 12.2
page breaks, 15.1.2
supplemental data, 32
Who’s Who - One Line per Address, 13.2
Who’s Who - with Codes and Notes, 13.2.2
Who’s Who - without Codes and Notes, 13.2.3
Retrieving related addresses, 9.2
Returning messages, 45.1.7
Reviewing address batches, 34
Reviewing addresses, 34.1
Reviewing transaction detail, 34.2
Revising sent messages, 45.1.2
Routing future mail, 45.1.8

S

Search word table
creating, 40.1, 40.2
updating, 40.1, 40.3
Searches
by alpha name, 4.5
Searching for addresses by alpha name, 4.5
Security
electronic mail distribution lists, 45.1.4
supplemental data, 28.3
Sequence
electronic mail messages, 46.1
Setting up
address book constants, 19.1
electronic mail security, 19.1.1
next numbers, 23.1
user defined codes, 22.2
Setting up country constants, 20.1
Setting up postal codes, 21.1
Setting up user defined codes, 22.2
Setup
country constants, 20.1, 25.1
postal codes, 21.1
Signing in and out, 44.1
Socio-economic factors
address book, 8.1
federal categories, 8.1
Socio-economic information
diversity codes, 8.1, 8.2
Structure Inquiry form, 26.4.1
Structure Revisions form, 26.3
Supplemental data
changing data types, 30
copying detailed information, 29.2
copying narrative text, 29.4
creating a report worktable, 32.1
defining, 28
defining data types, 28.1
defining security, 28.3
entering and copying, 29
entering detailed information, 29.1
entering narrative text, 29.3
overview, 27.2
printing reports, 32.2
reports, 32
viewing, 31
viewing by address, 31.1
viewing by data type, 31.2
Supplemental Data - Narrative form, 29.3
System integration
address book, 1.1
electronic mail, 1.4
System setup
See Setup

T

Tax processing, 5.1
Time log
purging, 42.4
Time logs
electronic mail, 44.1.5
Translate User Defined Codes form, 22.2

U

Updating category codes, 39.1
Updating the search word table, 40.1
Upload
addresses from outside source, 33.2
User defined code lists
code type functions, 36.1.2, B
user defined codes
electronic mail, 45.1.9
User defined codes
assigning for electronic mail, 48.1
for address book, 22.2
overview, 22.1
setting up, 22.2
User reserved fields
category codes, 10.1
setup, 10.1
type code, 10.1

V

Verifying 1099 and W2 tax form information, 5.1
Viewing
messages with the same status, 46.1
time logs, 44.1.5
Viewing and revising a calendar, 44.1.4
Viewing data by address, 31
Viewing data by data type, 31.2
Viewing parent/child relationships, 26.4
Viewing supplemental data, 31

W

W2 processing, 5.1
Who’s Who form, 3.2.7
Who’s who information
entering, 3.2.7
Who’s Who Information
detail z file (F0111DZ), C
header z file (F0111HZ), C
program (P0111), C
Z File program (P0111Z), C
Who’s Who Information Window
program (P0111W), C
z file (F0111WZ), C
Z FIle program (P0111Z), C
Work With User Defined Codes form, 22.2
Working with address batches, 35
Working with bulletin boards, 47.1
Working with employee mail boxes, 44.1
Working with mail distribution lists, 45.1.3, 45.1.4
Working with message features, 46.1
Working with parent/child relationships, 26
Working with supplemental data reports, 32

Z

Z file
processing options, C.2
processing programs, C
technical considerations, C.1
Zip code revisions, 21.1