Chapter 13: Generating Source Codes Using the Source Code Work File (WSRW)
Purpose: You can create a CWDirect source code using information defined in the Source Code Work File (IXSRCE).
Once you create a source code work record, you can use Work with Source Code Work File to change, delete, or display source code work records and then upload the records to the Source Code file.
When you generate the source code upload, the system validates each record contained in the Source Code Work file:
• If a source code work record contains any errors, the system flags the record with a status of E and displays the record on the Source Code Upload File Exception Report. You can correct source code work records that are in an error status by pressing Enter on the Change Source Code Upload File Screen (1 of 2).
• If a source code work record does not contain any errors, the system uploads the record to the Source Code file and displays the record on the Source Code Upload File Processed Listing. See Chapter 6: Working with Source Codes (WSRC).
Source code work file process: The following flowchart explains how the system creates a CWDirect source code using information defined in the Source Code Work file.
In this chapter:
• Work with Source Code Upload File Screen
• Work with Source Code Upload File Screen
• Change Source Code Upload File Screen (1 of 2)
• Display Source Code Upload File Screen
• Source Code Upload File Processed Listing
• Source Code Upload File Exception Report
Work with Source Code Upload File Screen
Purpose: This screen displays all of the records in the Source Code Work File (IXSRCE). Use this screen to review, change, delete and upload source code work records.
How to display this screen: Enter WSRW in the Fast path field at the top of any menu or select Work with Source Code Work File from a menu.
MSX1037 DISPLAY Work with Source Code Upload File 11/25/98 10:45:51 KAL Co.
Opt Source Description Div Promo Offer Status
Type options, press Enter. 2=Change 4=Delete 5=Display
river133 first time buyers bq bbq E river7 northeast river7 source code LS a bbq E RIVER111 PREMIUM BUYERS BQ BBQ E RIVER129 CANADIAN SOURCE CODE BQ BBQ E RIVER130 RIVER130 SOURCE CODE BQ BBQ E RIVER131 RIVER131 SOURCE CODE BQ BBQ E RIVER133 RIVER133 SOURCE CODE JY JOY RIVER134 RIVER134 SOURCE CODE TN TAN RIVER135 RIVER135 SOURCE CODE BQ BBQ
F3=Exit F9=Process File F12=Cancel F21=Print List |
Field |
Description |
Source (Source code) |
A unique, user-defined code to identify a segment of your customer base and to analyze sales. The source code drives marketing, forecasting, pricing, freight, and service charge information on an order. See Chapter 6: Working with Source Codes (WSRC). Alphanumeric, 9 positions; optional. |
Description |
The description of this source code. Alphanumeric, 30 positions; optional. |
Div (Division code) |
A unique code for a profit center or area of financial reporting. Alphanumeric, 2 positions; optional. |
Promo (Promotional code) |
A code to group source codes together or to apply a discount or freight override to an order. See Chapter 4: Working with Promotion Values (WPRO) for more information. Alphanumeric, 7 positions; optional. |
Offer |
The code for the catalog, space, or advertisement from which you accept orders. See Chapter 2: Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
Status (Source code work file status) |
A code used to indicate whether this source code work record contains an error. Valid values are: E = the source code work record contains an error. blank = the source code work record does not contain an error. Alphanumeric, 1 position; optional. |
Step-by-step instructions:
1. Press F9 to submit the upload. A message similar to the following displays indicating the source code upload has been submitted:
Job 993653/KLETENDRE/SRU_EDIT submitted to job queue QBATCH in library QGPL.
The source code upload validates that:
• The value defined in the Source code field is unique for the company you are working in.
• The Company, Consumer/business, Freight method, House account code, Price method, Type, Description, Breakeven amount, Restricted, Display on O/E select, Division, and Offer fields contain information.
• The Consumer/business, Freight method, House account code, Price method, Type, Exclude service charge, Promotion pricing, Display on O/E select, Exclude from flexible option, Exclude promotion, Division, Promotion code, Offer, Source category, Freight table, Recency code, List source, FPO payment code, and Price table fields contain valid values.
If a record passes all of the edits performed, the system:
• prints the source code work record on the Source Code Upload File Processed Listing. This report lists all source codes created through the source code upload.
• creates a CWDirect source code. You can review or maintain the source code in Working with Source Codes (WSRC).
• deletes the record from the Source Code Work file.
If a record does not pass all of the edits performed, the system:
• prints the source code work record on the Source Code Upload File Exception Report. This report lists all of the source code work records that contain errors.
• retains the source code work record in the Source Code Work file until the record is fixed or deleted. You can correct errors that exist on a source code work record on the Change Source Code Upload File Screen (1 of 2).
Screen Option |
Procedure |
Change a source code work record |
Enter 2 next to a source code work record to advance to the Change Source Code Upload File Screen (1 of 2). |
Delete a source code work record |
Enter 4 next to a source code work record to delete it. |
Display a source code work record |
Enter 5 next to a source code work record to advance to the Display Source Code Upload File Screen. |
Submit the upload process |
Press F9. See above. |
Change Source Code Upload File Screen (1 of 2)
Purpose: Use this screen to change information defined for a source code work record.
When you press Enter on this screen, the system highlights any fields that are in error so that you can correct them. You cannot upload a source code work record to the Source Code file if it contains any errors.
How to display this screen: On the Work with Source Code Upload File Screen, enter 2 next to a source code work record.
MSX1040 CHANGE Change Source Code Upload File (1 of 2) 11/25/98 11:40:16 KAL Co.
Source Code . : RIVER148 Description . . PREMIUM BUYERS Division . . . . . . BQ Offer . . . . BBQ Category . . . . . . . SC Type . . . . . . . . . K Price method . P Promo pricing . . . . . Y Exclude serv chg . . . N B/O priority . 5 Discount % . . . . 5.00 Freight method . . . W Flat amt 5.00 Freight % . . . . 5.00 Secondary frt 1.50 Frt min 2.50 Frt max . . . . 15.00 Up to frt qty . . Max shp tos-frt 25 Freight Table . . . . FRT Mail date . . . . 120198 Reqs mailed 50000 Mktg proj . . . 5000.00 Proj names . . . . Gross circ 1000000 Net circ . . . . 500000 List source . List broker . LBC List cost . . 100.00 B/E amount . 500.00 Cover code . . CV Drop code . . . . . . 1 Promo code . . . A Con/Bus . . . . C House acct code . . . . Display in O/E (Y,N) . Y Restricted (Y,N) N Price Table . . . . Flex Pay Code . . DBFPO Exclude FPO(Y,N) N Exclude Promotion (Y,N) N
************************* Pop Up Window Messages ***************************** #1 #2 #3 #4
F3=Exit F12=Cancel |
See Create Source Code Screen (1 of 2) for a description of the fields on this screen.
Change Source Code Upload File (2 of 2)
How to display this screen: Press Shift/Roll or press Page Down on the Change Source Code Upload File Screen (1 of 2).
MSX1040 CHANGE Change Source Code Upload File (2 of 2) 3/02/99 13:41:13 KAL Co.
Source Code . : V16
% Net Fill . . . . . . 95.00 % Margin . . . . . . . . 2.00 Cost Per Order . . . . 15.00 Variable Ad Expense . . . 1000.00 Recency Code . . . . . RC01 User Def % Fld . . . . . 5.00 Warranty required (Y/N): N Bypass Credit Check (Y/N): N
User 1 User 2 User 3 User 4 User 5 User 6
F3=Exit F12=Cancel |
See Create Source Code Screen (2 of 2) for a description of the fields on this screen.
Display Source Code Upload File Screen
How to display this screen: Enter 5 next to a source code work record at the Work with Source Code Upload File Screen to advance to the Display Source Code Upload File screen. You cannot change any information on this screen. For field descriptions, see Create Source Code Screen (1 of 2).
Source Code Work File (IXSRCE)
Purpose: You can use the Work with Source Code Work File menu option to create source codes in your company based on the data in this file. See Generating Source Codes Using the Source Code Work File (WSRW).
Field |
Attributes |
Field Description |
Company |
Numeric, 3 positions; required |
CWDirect company. This is a key field. |
Source code |
Alphanumeric, 9 positions; required |
CWDirect source code. The source code must be a unique code within the Source Code file. This is a key field. |
Consumer/business |
Alphanumeric, 1 position; required |
Valid values are: B = business C = consumer |
Freight method |
Alphanumeric, 2 positions; required |
Valid values are: $O = dollar chart/offer $S = dollar chart/source A = actual billing amount DO = pre-discount dollar chart/offer DS = pre-discount dollar chart/source F = flat rate/ship to FI = flat rate/item FQ = flat rate/quantity FS = flat rate/item source I = by item OW = order weight PS = percentage/source PV = percentage/ship via R = recipient W = weight |
House account code |
Alphanumeric, 1 position; required |
Valid values are: H = house account blank = in-house list |
Price method |
Alphanumeric, 1 position; required |
Valid values are: C = use item cost D = regular plus reprice N = no charge O = no charge/no cost P = regular hierarchy |
Type |
Alphanumeric, 1 position; required |
Valid values are: N = do not analyze K = known U = unknown |
Description |
Alphanumeric, 30 positions; required |
The source code description. This is a user defined field. |
Breakeven amount |
Numeric, 9 positions with a 2-place decimal; required |
User defined field. |
List broker code |
Numeric, 3 positions |
User defined field. |
List cost |
Numeric, 9 positions with a 2-place decimal |
User defined field. |
Cover code |
Alphanumeric, 2 positions |
User defined field. |
Discount % |
Numeric, 5 positions with a 2-place decimal |
User defined field. |
Drop code |
Alphanumeric, 2 positions |
User defined field. |
Exclude service |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank = no value defined |
Flat freight amount |
Numeric, 7 positions with a 2-place decimal |
User defined field. |
Freight minimum |
Numeric, 7 positions with a 2-place decimal |
User defined field. |
Freight maximum |
Numeric, 7 positions with a 2-place decimal |
User defined field. |
Freight percent |
Numeric, 5 positions with a 2-place decimal |
User defined field. |
Backorder priority |
Numeric, 1 position |
User defined field. |
Gross circulation |
Numeric, 7 positions |
Informational only. |
Mail date |
Numeric, 7 positions (CYYMDD format) |
|
Marketing projection |
Numeric, 7 positions with a 2-place decimal |
User defined field. |
Net circulation |
Numeric, 7 positions |
|
Pop up window #1 |
Alphanumeric, 30 positions |
User defined field. |
Pop up window #2 |
Alphanumeric, 30 positions |
User defined field. |
Pop up window #3 |
Alphanumeric, 30 positions |
User defined field. |
Pop up window #4 |
Alphanumeric, 30 positions |
User defined field. |
Projected names |
Numeric, 5 positions |
User defined field. |
Requests mailed |
Numeric, 7 positions |
|
Secondary freight |
Numeric, 7 positions with a 2-place decimal |
User defined field. |
Up to freight quantity |
Numeric, 5 positions |
User defined field. |
Maximum ship tos-freight |
Numeric, 3 positions |
User defined field. |
Promo pricing |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
Restricted |
Alphanumeric, 1 position; required |
Valid values are: N = no Y = yes blank |
Display on O/E select |
Alphanumeric, 1 position; required |
Valid values are: N = no Y = yes blank |
% net fill |
Numeric, 5 positions with a 2-place decimal |
User defined field. |
% margin |
Numeric, 5 positions with a 2-place decimal |
User defined field. |
Cost per order |
Numeric, 9 positions with a 2-place decimal |
User defined field. |
Variable ad expense |
Numeric, 9 positions with a 2-place decimal |
User defined field. |
SRC user 1 |
Alphanumeric, 30 positions |
User defined field. |
SRC user 2 |
Alphanumeric, 30 positions |
User defined field. |
SRC user 3 |
Alphanumeric, 30 positions |
User defined field. |
SRC user 4 |
Alphanumeric, 30 positions |
User defined field. |
SRC user 5 |
Alphanumeric, 30 positions |
User defined field. |
SRC user 6 |
Alphanumeric, 30 positions |
User defined field. |
Exclude from flex opt |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
Exclude promotion |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
Division |
Alphanumeric, 2 positions; required |
Must be a valid CWDirect division. |
Promotion code |
Alphanumeric, 7 positions |
Must be a valid CWDirect promotion code. |
OFR number |
Alphanumeric, 3 positions; required |
Must be a valid CWDirect offer number. |
Source category |
Alphanumeric, 2 positions |
Must be a valid CWDirect source category. |
Ship via |
Numeric, 2 positions |
|
Freight table |
Alphanumeric, 3 positions |
Must be a valid CWDirect freight table. |
Recency code |
Alphanumeric, 4 positions |
Must be a valid CWDirect recency code. |
LST source |
Alphanumeric, 9 positions |
Must be a valid CWDirect list source. |
FPO payment code |
Alphanumeric, 5 positions |
Must be a valid CWDirect FPO payment code. |
Catalog request |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
Catalog request type |
Alphanumeric, 3 positions |
Must be a valid CWDirect catalog request type. |
Customer class |
Alphanumeric, 2 positions |
Must be a valid CWDirect customer class. |
Discount expiration |
Numeric, 7 positions (CYYMMDD format) |
Must be a valid date. |
File status |
Alphanumeric, 1 position |
Valid values are: E = an error exists on this record. blank = an error does not exist on this record. |
Price table |
Alphanumeric, 5 positions |
Must be a valid CWDirect price table. |
Commission pct |
Numeric, 5 positions with a 2-place decimal |
|
Warranty required |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
Credit check? |
Alphanumeric, 1 position |
Valid values are: N = no Y = yes blank |
| Chapter 12: Working with Recency Codes (WRCC) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Source Code Upload File Processed Listing |
MK01_13 CWDirect 18.0 August 2015 OTN