Working with Prefix Codes (WPFX)

Purpose: Use the Prefix table to specify the description associated with each customer prefix so that you can include the full description on printed forms. For example, you can set up a prefix of PRF with a description of PROFESSOR, and include the description PROFESSOR on a printed form such as a pick slip.

System control value: The system makes the descriptions in the Prefix table available, and validates your entries against them, only if the Validate Prefix (I27) system control value is selected.

If you choose to use validate prefixes, you cannot specify a prefix for a customer if that prefix has not been specified in the Prefix table. If a customer has an invalid prefix, you cannot create an order or catalog request for that customer. Similarly, you cannot make any other changes to the customer or maintain an existing order without also correcting the prefix. The correct can be to select a prefix from the Prefix table, or delete the invalid prefix.

For more information: See the Validate Prefix (I27) system control value for more information on prefix validation and the forms that support printing the prefix description.

In this chapter:

Work with Prefix Code Screen

Create Prefix Code Screen

Work with Prefix Code Screen

How to display this screen: Enter WPFX in the Fast path field at the top of any menu, or select Work with Prefix Codes from a menu.

Field

Description

Prefix

The code, such as PRF, you can enter to represent a prefix for a customer name.

Alphanumeric, 3 positions; optional.

Description

The description of the prefix, such as PROFESSOR, to print before the customer’s name on forms such as the pick slip.

Alphanumeric, 15 positions; optional.

Option

Procedure

Create a prefix code

Select Create to advance to the Create Prefix Code Screen.

Change a prefix code

Select Change for a code to advance to the Change Prefix Code screen . You can change only the prefix Description. See Create Prefix Code Screen for field descriptions.

To change the code, delete the prefix and create a new one; however, if any customers are assigned to that code, they will be in error, and you will not be able to create orders or catalog requests for those customers until they are assigned a valid prefix, or their Prefix field is cleared.

Delete a prefix code

Select Delete for a code to delete it.

Note: The system allows you to delete a prefix code even if it is assigned to one or more customers. If the Validate Prefix (I27) system control value is selected, any customers with the deleted prefix code will be in error, and you will not be able to create orders or catalog requests for those customers until they are assigned a valid prefix, or their Prefix field is cleared.

Display a prefix code

Select Display for a code to advance to the Display Prefix Code screen. See Create Prefix Code Screen for field descriptions. You cannot change any information on this screen.

Create Prefix Code Screen

Purpose: Use this screen to specify a new Prefix that you can assign to a customer name.

How to display this screen: Select Create at the Work with Prefix Code Screen.

Field

Description

Prefix

The code, such as PRF, you can enter to represent a prefix for a customer name.

Alphanumeric, 3 positions; required.

Description

The description of the prefix, such as PROFESSOR, to print before the customer’s name on forms such as the pick slip.

Alphanumeric, 15 positions; required.

WPFX OROMS 17.0 2018 OTN