Index

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

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Numbers

1099 processing, 5.1

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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 - User Reserved program (P0155), 10.1

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

Asset Item - User Reserved program (P1255), 10.1

Assigning

category codes, 3.2.4

Assigning E-mail user defined codes, 48.1

Audit logs

purging, 42.2

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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

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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

user reserved information, 10.1

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

Company - User Reserved program (P00551), 10.1, 10.1

Contract Billing Line Information - User Reserved program (P52551), 10.1

Contract Billing Revisions - User Reserved program (P5255), 10.1

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

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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

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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

Employee Card Information - User Reserved program (P01P55), 10.1

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

user reserved information, 10.2

who’s who information, 3.2.7

Entering and copying supplemental data, 29

Entering detailed supplemental information, 29.1

Entering narrative text, 29.3

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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

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I

Importing Mass Data, C

Inquiry by Address form, 31.1

Inquiry by Data Type form, 31.2

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J

Journal Entry - User Reserved program (P09552), 10.1

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L

Labels

by address, 14.2

by who’s who, 14.2

Cheshire, 14.3

Dun & Bradstreet, 14.4

printing, 14.1

Lease Information - User Reserved program (P1555), 10.1

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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

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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

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O

Organizational structures

parent/child, 26.2

Overview

address book, 1

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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

P0001Z (batch address review), 34.1

P0002, 23.1.1

P00051, 22.2

P0005D, 22.2

P0016 (additional address book notes), 3.2.8

P00551 (company - user reserved), 10.1, 10.1

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 (email/URL revisions), 6.2, 11, C

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

(P0103Z) (action code/search type security z file), C

P01051 (address book information), C

P010512 (address book - category codes), C

P010512 (category codes), 3.2.4

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

P0155 (address book revisions - user reserved), 10.1

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

P01P55 (employee card information - user reserved), 10.1

P09552 (journal entry - user reserved), 10.1

P1255 (asset item - user reserved), 10.1

P12551 (warranty - user reserved), 10.1

P1555 (lease information - user reserved), 10.1

P5255 (contract billing revisions - user reserved), 10.1

P52551 (contract billing line information - user reserved), 10.1

Program IDs

(P01017) related addresses, 9

Purchase Card User Reserved Information program, 10.1

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

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Q

Query search

creating, 40.2

updating, 40.1, 40.3

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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

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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

user reserved fields, 10.1

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

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T

Tax processing, 5.1

Time log

purging, 42.4

Time logs

electronic mail, 44.1.5

Translate User Defined Codes form, 22.2

Type codes for user reserved information, 10.1

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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 Defined Codes

user reserved information, 10.1.2

User reserved fields

category codes, 10.1

setup, 10.1

type code, 10.1

User Reserved User Defined Code Selection program (P0027S), 10.1.2

User Reserved User Defined Codes program (P0027), 10.1.2

User Reserved User Defined Codes table (F0027), 10.1.2

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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

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W

W2 processing, 5.1

Warranty - User Reserved program (P12551), 10.1

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

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Z

Z file

processing options, C.2

processing programs, C

technical considerations, C.1

Zip code revisions, 21.1