Chapter 25: Working with Prefix Codes (WPFX)

Purpose: Use the Prefix file 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 file available, and validates your entries against them, only if the Validate Prefix (I27) system control value is set to Y.

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 file. 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 file, 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

• Change Prefix Code Screen

• Display 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.

CSR1362 DISPLAY Work with Prefix Code 6/16/03 15:12:33 EZK Mail Order Opt Prefix Description Type options, press Enter. 2=Change 4=Delete 5=Display ADM ADMIRAL ATT ATTORNEY CNL COLONEL CPL CORPORAL CPN CAPTAIN GNL GENERAL LTT LIEUTENANT MJR MAJOR MR. MR. PFC PRIVATE 1ST CLS + F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

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	Press F6 to advance to the Create Prefix Code Screen.
Change a prefix code	Enter 2 next to a code to advance to the Change Prefix Code Screen.
Delete a prefix code	Enter 4 next to 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 set to Y, 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	Enter 5 next to a code to advance to the Display Prefix Code 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: Press F6 at the Work with Prefix Code Screen.

CSR1363 ENTER Create Prefix Code 6/16/03 15:21:39 EZK Mail Order Prefix Code . . . . Description . . . . F3=Exit F12=Cancel

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.

Change Prefix Code Screen

Purpose: Enter 2 next to a code at the Work with Prefix Code Screen to advance to this 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.

Display Prefix Code Screen

Purpose: Enter 5 next to a code at the Work with Prefix Code Screen to display it. See Create Prefix Code Screen for field descriptions.

You cannot change any information on this screen.