Chapter 22: Working with Mail/Call Codes (WMCC)

Purpose: Use the Mail/Call Code file to define codes that specify how often, and under what conditions, you will call or send mail to customers. You can then use the mail or call codes assigned to customers as part of your house list selection criteria. See Marketing Chapter 36: Working with Drops (WHLS) for more information on working with house list selections.

You can define mail and call codes for sold-to, ship-to, and individual customers. See Part C: Creating and Updating Customers for more information on working with different customer types.

Note: The system defaults the value in the Mail field (either Y or N) to the Mail code field when you create or change a sold-to customer. (The Mail field itself defaults from the Default Mail Name (D10) field in the System Control file.) For this reason, you should define Y and N as valid mail codes in the Mail/Call Code file, so that the system will accept the default as a valid value in the Mail code field.

In this chapter:

• Work with Mail/Call Code Screen

• Create Mail/Call Code Screen

• Change Mail/Call Code Screen

• Display Mail/Call Code

Work with Mail/Call Code Screen

How to display this screen: Enter WMCC in the Fast path or select Work with Mail/Call Codes from a menu.

CSR0679 DISPLAY Work with Mail/Call Code 8/30/96 11:43:59 Mail Order Opt Mail/Call Description Type Code Type options, press Enter. 2=Change 4=Delete 5=Display ALL SEND ALL MAIL M ANN MAIL ONCE ANNUALLY M N DEFAULT "N" MAIL CODE M NOC NO CALLS C NOM NO MAIL M QTR MAIL QUARTERLY M Y DEFAULT "Y" MAIL CODE M F3=Exit F6=Create F12=Cancel F21=Print List F24=Select Company

Field	Description
Mail/call code	This code defines when, and under what circumstances, you should send mail to or call the customer. The system distinguishes mail codes from call codes by the value in the Type field. Alphanumeric, 3 positions; optional.
Description	The description associated with the mail or call code. Alphanumeric, 40 positions; display-only.
Type	This value indicates whether this is a mail or call code. Valid values are: C = This is a call code. M = This is a mail code. Alphanumeric, 1 position; optional.

Screen Option	Procedure
Change a mail or call code	Enter 2 next to a mail or call code you want to change to advance to the Change Mail/Call Code Screen.
Delete a mail or call code	Enter 4 next to a mail or call code.
Display a mail or call code	Enter 5 next to a mail or call code to advance to the Display Mail/Call Code.
Add a new mail or call code	Press F6. See Create Mail/Call Code Screen.

Create Mail/Call Code Screen

Purpose: Use this screen to create a new mail code or call code.

To create: Press F6 at the Work with Mail/Call Code Screen.

CSR0677 ENTER Create Mail/Call Code 8/30/96 13:24:39 Mail Order Mail/Call Code . . Description . . . . Type . . . . . . . F3=Exit F12=Cancel

Field	Name
Mail/call code	This code indicates when and under what circumstances to call or send mail to the customer. You cannot use the same code for both a mail code and a call code. The system distinguishes mail codes from call codes based on the value in the Type field. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only.
Description	The description associated with the mail or call code. Alphanumeric, 40 positions; required.
Type	This value indicates whether this is a mail code or a call code. Valid values are: M = This is a mail code. C = This is a call code. Alphanumeric, 1 position; required.

Change Mail/Call Code Screen

To change: Enter 2 next to the mail or call code that you want to change at the Work with Mail/Call Code Screen to advance to the Change Mail/Call Code screen. You can change only the Description and the Type fields. See Create Mail/Call Code Screen for field descriptions.

Display Mail/Call Code

To display: Enter 5 next to the mail or call code that you want to review at the Work with Mail/Call Code Screen to advance to the Display Mail/Call Code screen. You cannot change any information on this screen. See Create Mail/Call Code Screen for field descriptions.