Chapter 36: Working with Drops (WHLS)
Purpose: Use the House List application to generate customer lists for your own company's business or to sell or rent to another company.
In this chapter:
• Work with House Lists Drop Screen
• Create House List Drop Universe Screen
• Create House List Drop Output Options Screen
• Work with House List Segments Screen
• Change House List Drop Screen
• Display House List Drop Screen
• Print House List Drop, Segment and Details Screen
• Work with House List Selection Details Screen
• General Instructions for Completing for Selection Criterion Screens
• Change Value Range Screen (Average Order)
• Change Date Range Screen (Active Since)
• Change Date Range Screen (Recency Range)
• Change Date Range Screen (Entry Date)
• Change Yes/No Status Screen (Consumer/Business)
• Change Yes/No Status Screen (Mail Name)
• Change Yes/No Status Screen (Rent Name)
• Change Customer Class Selections Screen
• Change Source Code Selections Screen (Current Source)
• Change Source Code Selections Screen (Previous Source)
• Change New Add/Change Status Screen
• Change Mail Code Selections Screen
• Change Demographic Selections Screen
• Change Fraud Customer Status Screen
• Change Order Frequency Selections Screen
• Change Item Class Selections Screen
• Change Item Selections Screen (Items Ordered)
• Change Item Selections Screen (Items Shipped)
• Change Percentage Range Screen (Return Percent)
• Change Call Code Selections Screen
• Change Mail Type Status Screen (Current Mail Type)
• Change Country Selections Screen
• Change SCF Selections Screen
• Change Salesman Selections Screen
• Change State Selections Screen
• Change User Field Selections Screen
• Print House List Segment and Details Screen
• Run House List Segment Screen
A drop is a mailing of catalogs to your customers. Typically, you might make one or more drops of a catalog over a period of time.
Define the universe. Before you run a drop, you define the "universe" containing the customer names for selection. The universe can consist of either your own customer files (sold-to and/or ship-to customers), or a file of customer numbers. If your universe is the file of customer numbers, the system will retrieve information on the related records in the customer files on your system.
Define the drop. You also need to define guidelines for the drop, such as which updates should occur through the system as a result: customer mail history, customer action notes, and so on. You can select all customers who meet your selection criteria, limit your selection to a given quantity, or select every "nth" customer. At this point, you can also define your output, such as whether to print address labels or write records to a file or tape.
Define the segments. Finally, you need to define the segments that make up your drop. Typically, you would assign each segment a unique source code.
Define selection criteria. It is at the segment level that you define the criteria for the system to use when selecting names. Your selection can be based on customer information such as geographical location, order history, and mail preferences.
For example, you might create a drop of your winter catalog. Within this drop, you might define the following segments:
• buyers within the last year, less than $100
• buyers within the last year, $100-$250
• buyers within the last year, $250+
• gift recipients
If you do not make the segment criteria within a drop mutually exclusive, the system may select the same customers for more than one segment.
• Run the segments or drop. When you are done with your setup, you can run a segment individually or the entire drop. However, the system submits a separate job for each segment within the drop. At this point, the system performs all file updates and creates the output that you have selected.
Work with House Lists Drop Screen
How to display this screen: Enter WHLS in the Fast path field at the top of any menu or select the Work with House List option from a menu.
HLR0001 DISPLAY Work with House List Drops 6/12/97 9:20:43 Mail Order
Opt Drop Id Description Created Modified
Type options, press Enter. 2=Change drop data 3=Copy Drop and segment 4=Delete 5=Display drop data 6=Print drop and segment 8=Work with segment 9=Run Drop
WINTER1 GIFT RECIPIENT NON-BUYERS 9/11/96 WINTER2 HOLIDAY PREVIEW BUYERS LAST YR 2/06/95 7/17/96 WINTER3 PREFERRED CUSTOMERS 12/05/94 7/17/96 WINTER4 WINTER BOOK BUYERS LAST YR 12/05/94 7/17/96 WINTER5 TOY BUYERS SUMMER BOOK 7/17/95 7/17/96
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Drop ID |
A code that uniquely identifies the drop. Alphanumeric, 7 positions; optional. |
Description |
The description associated with the drop. Alphanumeric, 40 positions; optional. |
Created |
The date you created the drop. Numeric, 6 positions (MMDDYY format); display-only. |
Modified |
The date you last modified the drop. Numeric, 6 positions (MMDDYY format); display-only. |
Screen Option |
Procedure |
Create a drop |
Press F6 to advance to the Create House List Drop Universe Screen. |
Change a drop |
Enter 2 next to a drop to display the Change House List Drop Screen. |
Copy drop and segment information |
Enter 3 next to a drop to display the Copy House List Drop Window. |
Delete a drop |
Enter 4 next to a drop to delete it. |
Display a drop |
Enter 5 next to a drop to advance to the Display House List Drop Screen. |
Print drop and segment information |
Enter 6 next to a drop to advance to the Print House List Drop, Segment and Details Screen. |
Work with segments |
Enter 8 next to a drop to display the Work with House List Segments Screen. |
Generate a drop |
Enter 9 next to a drop to advance to the Run House List Drop Screen. |
Create House List Drop Universe Screen
Purpose: When you press F6 at the Work with House Lists Drop Screen to create a drop, you advance through a series of screens. Use these screens to define the file updates, output options, and selection criteria associated with the drop. See Working with Drops (WHLS).
Use this screen to define the pool of customers or prospects from which you will be selecting names to make up your drop.
How to display this screen: Press F6 at the Work with House Lists Drop Screen.
HLR0004 ENTER Create House List Drop Universe 6/19/97 15:35:01 The Mail Order Company
Drop Id . . . . Description . .
Define universe of customers/prospects:
Sold-to's . . . (Y=Yes, N=No) Ship-to's . . . (Y=Yes, N=No)
Input file to use (Optional)
F3=Exit F5=Reset F12=Cancel |
Field |
Description |
Drop ID |
A unique code that identifies the drop. You assign a drop codes to a mailing for a specified date and list of customers. You also use drop information in forecasting. You can create one or more drops for each catalog, and each drop should contain one or more list segment. Alphanumeric, 7 positions; required. |
Description |
The description associated with the drop. Alphanumeric, 40 positions; required. |
Sold-to’s |
This code indicates whether to include sold-to customers in this drop. Valid values are: Y = Include sold-to customers in this drop. N = Do not include sold-to customers in this drop. Note: If using an input file, you must enter an N in both the Sold to's and Ship-to's fields. See Customer Service Chapter 26: Understanding Customer Types. Alphanumeric, 1 position; required. |
Ship-to’s |
This code indicates whether to include ship-to customers in this drop. Valid values are: Y = Include ship-to customers in this drop. N = Do not include ship-to customers in this drop. Note: If using an input file, you must enter an N in both the Sold to's and Ship-to's fields. See Customer Service Chapter 26: Understanding Customer Types. Alphanumeric, 1 position; required. |
Input file to use |
This value identifies the file you are using to compared against the sold-to and/or ship-to customers in the current drop. This file contains the numbers of customers in your Customer files. If you use an input file, the system will select only customers included in this file. Note: If using an input file, you must enter an N in both the Sold to's and Ship-to's fields, described previously. The system validates your entry to this file against the files saved to disk. Alphanumeric, 10 positions; optional. |
Step-by-step instructions:
1. Complete the Drop ID and Description fields; and complete either the Sold-to's and Ship-to's fields or the Input file to use field.
2. Press Enter to advance to the Create House List Drop Output Options Screen.
Create House List Drop Output Options Screen
How to display this screen: Press Enter at the Create House List Drop Universe Screen. Continue entering data to complete the house list drop.
HLR0005 ENTER Create House List Drop Output Options 6/12/97 16:42:27 Mail Order Company
Enter output options for: TAN TAN CATALOG
Test or final run . . . . . . (T=Test, F=Final) Clear new add/change . . . . . N (Y=Yes, N=No) Update circulation . . . . . . N (Y=Yes, N=No) Update last mail date . . . . N (Y=Yes, N=No) Mail History . . . . . . . . . N (Y=Yes, N=No) Customer Action? . . . . . . . N (Y=Yes, N=No) Customer Action Note . . . . . Max # of records to process . Nth select . . . Generic list . . . . N (Y=Yes, N=No) No of copies . . 1-up labels . . . . N (Y=Yes, N=No) No of copies . . 4-up labels . . . . N (Y=Yes, N=No) No of copies . . Disk file . . . . . N (Y=Yes, N=No) OPU file . . . . . . N (Y=Yes, N=No) OPU file name . Tape . . . . . . . . N (Y=Yes, N=No) Device name . .
F3=Exit F5=Reset F12=Cancel |
Field |
Description |
Test or final run |
This value controls whether to generate a preliminary or final listing based on the criteria selected. Valid values are: T = Test run: generates a list only; does not perform any file updates. F = Final run: generates a list and updates files. Alphanumeric, 1 position; required. |
Clear new add/change |
This value indicates whether to delete the value in the New add/ change field in the Sold To Customer record when you submit a final run of the House List drop. Valid values are: Y = Clear these fields N (default) = Do not clear these fields Note: Leave this field set to N when submitting a test run. A Y value is valid only for the final run. The New add/change field in the Sold To Customer file is updated with an A when you add a customer through Order Entry, Customer Maintenance, or through a Catalog Request. This field is updated with a C when you change any information in the Sold To Customer record. Alphanumeric, 1 position; required. |
Update circulation |
This value controls whether the system updates the Net circ (Net circulation) field in the Source Code file with the number of names generated for this drop. The calculation for net circulation is:
Gross circulation - Duplicate Names
Valid values are: Y = Update the Net circulation field in the Source Code file. N (default) = Do not update the Net circulation field in the Source Code file. Alphanumeric, 1 position; required. |
Update last mail date |
This value controls whether the system updates the Mail date field in the Source Code file with the date this list was generated. Valid values are: Y = Update the Mail date field in the Source Code file. N (default) = Do not update the Mail date field in the Source Code file. Alphanumeric, 1 position; required. |
Mail history |
This value controls whether the system updates a customer's mail history. You can review mail history at the Display Customer Mail History Screen. The system updates the source code and mail date when this list is generated. Valid values are: Y = Update the mail history in the Customer file. N (default) = Do not update the Customer file. Alphanumeric, 1 position; required. |
Customer action? |
Use this field to indicate whether you want to enter a customer action note. Use customer action notes to enter and track customer issues. This note appears in the Edit Customer Actions Window when you complete the Order Entry Header screen. Valid values are: Y = Enter a customer action note. N (default) = Do not enter a customer action note. Note: If you enter Y here, enter the note in the Customer action note field, described next. Alphanumeric, 1 position; required. |
Customer action note |
The message that displays in a pop-up window for all customers belonging to this drop (source code). Alphanumeric, 40 positions; required if you entered a Y in the Customer action? field. |
Max # of records |
The number of customer names that you want to include in this list. Numeric, 9 positions; optional. |
Nth select |
The number that the system uses to randomly select records for the drop. For example, if you enter 5, the system would select every fifth record to include in this drop. Numeric, 9 positions; optional. |
Generic list |
This value controls whether you want to print a hard copy listing of this drop. Valid values are: Y = Print a list of the names in this drop. N (default) = Do not print a list of names in this drop. Alphanumeric, 1 position; required. |
No of copies |
The number of copies of the listing to print, if you entered Y in the Generic list field. This field defaults to 1. Numeric, 3 positions; optional. |
1-up labels |
This value indicates whether you want to print a single strip of labels. Valid values are: Y = Print 1-up labels. N (default) = Do not print 1-up labels. Alphanumeric, 1 position; required. |
No of copies |
The number of copies of 1-up labels you wish to print, if you entered a Y in the 1-up labels field. This field defaults to 1. Numeric, 3 positions; optional. |
4-up labels |
This value indicates whether you want to print 4 labels per row. Valid values are: Y = Print 4-up labels. N (default) = Do not print 4-up labels. Alphanumeric, 1 position, required. |
No of copies |
The number of copies of the 4-up labels you wish to print, if you entered Y in the 4-up labels field. This field defaults to 1. Numeric, 3 positions; optional. |
Disk file |
This value indicates whether you want to save house list output to disk. Valid values are: Y = Save output to disk. N = Do not save output to disk. Alphanumeric, 1 position; required. |
OPU file (Omit previous usage file) |
This value indicates whether you want to use an OPU file. An OPU file is a previously-used segment of your house list. The system compares this list with the current drop to eliminate duplicates. Valid values are: Y = Use an OPU file. N = Do not use an OPU file. Alphanumeric, 1 position; required. |
OPU file name (Omit previous usage file name) |
The name of the file to compare with the current house list for duplicate name elimination. Alphanumeric, 10 positions; required if you entered a Y in the OPU file field. |
Tape |
This value indicates whether you want to save the house list file to tape. Valid values are: Y = Save house list to tape. N = Do not save house list to tape. Alphanumeric, 1 position; required. |
Device name |
The name of the tape device used for saving the house list to tape. Your entry is validated against the devices defined on the system. Alphanumeric, 10 positions; required if you entered a Y in the Tape field. |
When you complete this screen, you advance to the Work with House List Segments Screen.
Work with House List Segments Screen
How to display this screen: Press Enter at the Create House List Drop Output Options Screen. After you define segments, you must advance to the Work with House List Segments Screen to define the selection criteria for the segment. Continue entering data on this screen to complete the house list drop.
You can also display this screen by entering 8 next to a drop on the Work with House Lists Drop Screen.
HLR0019 NEW Work with House List Segments 6/12/97 9:22:21 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Opt Segment Id Description Source to Use Output File
Type options, press Enter. 3=Copy 4=Delete 6=Print Segment 8=Work with criteria 9=Run Segment __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________ __ _______ ______________________________ _______ __________
F3=Exit F6=Change F12=Cancel F21=Print list |
Field |
Description |
Segment ID |
The unique code to identify the segment. A segment is the portion of your customer list you are including in this drop based on selection criteria that you define, such as order history or mail preferences You can create as many segments as you like. Alphanumeric, 7 positions: required. |
Description |
The description associated with the segment. Alphanumeric, 30 positions; required. |
Source to use |
The source code that you assign to this segment. Typically, you would assign each segment within a drop a unique source code. The system updates the customer's mail history with this source code if the Mail history flag on the second Create or Change House List Drop Screen is set to Y. Source codes are defined in and validated against the Source Code file. See Chapter 6: Working with Source Codes (WSRC). Alphanumeric, 9 positions; required. |
Output file |
The name of the output file where you want to save the segment of customers you have generated. Alphanumeric, 10 positions; optional. |
Complete the required fields, entering as many segments as you like. See the Work with House List Selection Details Screen on working with segment selection criteria.
Screen Option |
Procedure |
Create additional segments |
Press F6 to create enterable lines on this screen. You can then complete each required and optional field for a segment. See Create House List Drop Universe Screen. Press F6 again to return to the Change display. |
Copy a segment |
Enter 3 next to a segment to advance to the Confirm Copy Function pop-up window. See Copying a Segment. |
Delete a segment |
Enter 4 next to a segment to delete it. |
Print a segment |
Enter 6 next to a segment to advance to the Print House List Segment and Details Screen. |
Work with segment selection criteria |
Enter 8 next to a segment to advance to the Work with House List Selection Details Screen. |
Run a segment |
Enter 9 next to a segment to advance to the Run House List Segment Screen. |
Change: Enter 2 next to a drop at the Work with House Lists Drop Screen to advance to the first Change House List Drop screen.
Press Shift/Roll or Page Down to advance to the second Change House List Drop screen. You can change any information on these screens except for the Drop ID. For field descriptions, see Create House List Drop Universe Screen.
To copy: Enter 3 next to a drop at the Work with House Lists Drop Screen:
Confirm Copy Function
Drop Id : SALE_97 Description SALE CATALOG, 1997
To copy the Drop, type the New Drop ID and press Enter.
New Drop ID
F3=Exit F12=Cancel |
Enter the name for the new drop you are creating. You return to the Work with House Lists Drop Screen.
Display House List Drop Screen
Display: Enter 5 next to a drop at the Work with House Lists Drop Screen to advance to the first Display House List Drop screen.
Press Shift/Roll or Page Down to advance to the second Display House List Drop screen. For field descriptions, see Create House List Drop Universe Screen. You cannot change any information on these screens.
Print House List Drop, Segment and Details Screen
Purpose: Use this screen to print information on a drop and its segments.
How to display this screen: Enter 6 next to a drop at the Work with House Lists Drop Screen.
HLR0007 ENTER Print HL Drop, Segment and Details 6/13/97 12:24:12 Mail Order
This report will generate a listing of the house list universe, output options segment parameters and detail criteria. If a detail report is selected, each detail criterion will be expanded in full.
Drop Id . . . : TAN Description . : PREFERRED CUSTOMERS - SUMMER
Select report type: (D=Detail, S=Summary)
F3=Exit F12=Cancel |
Field |
Description |
Drop ID |
A code that identifies a catalog drop. Numeric, 7 positions; display-only. |
Description |
The description associated with this drop. Alphanumeric, 40 positions; display-only. |
Select report type |
This value identifies the type of report to run. Valid values are: D = Detail: a report that identifies the universe, output options, segments, and selection criteria of each segment plus the detailed information on the selection criteria. S = Summary: a report that identifies the same drop information as the Detail version, except it does not include the selection criteria details of each segment. Alphanumeric, 1 position; required. |
Step-by-step instructions:
1. Complete the Select report type field by entering a D for a detail report or an S for a summary report.
2. The system submits the job HLDROPPRT, which produces the Print HL Drop, Segment and Detail Report.
How to display this screen: Enter 9 next to a drop on the Work with House Lists Drop Screen.
HLR0049 ENTER Run House List Drop 6/13/97 14:13:47 Mail Order
Enter output options for: TAN1 SEGMENT FOR TAN CATALOG DROP
Test or final run . . . . . . T (T=Test, F=Final) Clear new add/change . . . . . N (Y=Yes, N=No) Update circulation . . . . . . N (Y=Yes, N=No) Update last mail date . . . . N (Y=Yes, N=No) Mail History . . . . . . . . . N (Y=Yes, N=No) Customer Action? . . . . . . . N (Y=Yes, N=No) Customer Action Note . . . . : Max # of records to process . Nth select . . . 50 Generic list . . . . Y (Y=Yes, N=No) No of copies . . 1 1-up labels . . . . N (Y=Yes, N=No) No of copies . . 4-up labels . . . . N (Y=Yes, N=No) No of copies . . Disk file . . . . . N (Y=Yes, N=No) OPU file . . . . . . N (Y=Yes, N=No) OPU file name . Tape . . . . . . . . N (Y=Yes, N=No) Device name . .
F3=Exit F5=Reset F12=Cancel |
Field descriptions: See Create House List Drop Universe Screen for an explanation of the fields on this screen.
Step-by-step instructions: To generate a house list drop:
1. Complete each field that you would like to override for this drop. Each field is set to the value you defined previously for the drop. For field descriptions, see Create House List Drop Universe Screen.
2. The CONFIRM prompt appears in the bottom right corner. Press Enter to cancel the drop generation; otherwise, enter Y in the CONFIRM prompt field.
3. The system returns you to the Work with House Lists Drop Screen and submits the job RUNDROP. A separate job is submitted for each segment in the drop. This job:
• generates the Generic List Report for the segment, if you selected this option at the Run House List Drop screen
• generates the House List Selection Statistics Report;
• performs each additional update and/or output specified at the Run House List Drop Screen. See the Create House List Drop Universe Screen.
Note: The RUNDROP job may create a job log, even if the job completes normally.
Work with House List Selection Details Screen
How to display this screen: Enter 8 next to a segment on the Work with House List Segments Screen.
HLR0006 CHANGE Work with House List Selection Details 6/13/97 14:56:03 Mail Order
Drop Id . : TAN TAN DROP Segment Id : SEG2 SCF = 016 ------------------------------------------------------------------------------ Select from the following criteria: AO=Average Order DE=Demographics IS=Items Shipped RR=Recency Range AS=Active Since FC=Fraud Customers LM=Last Mail Date SC=SCF Codes CB=Cons/Business FR=Frequency MA=Mail Name SN=Salesman CC=Customer Class IC=Item Class PS=Previous Source ST=State Codes CS=Current Source IO=Items Ordered RE=Rent Name U1-4=User fields NA=New Add/Change RP=Return Percent CM=Current Mail Type ED=Entry Date MC=Mail Code CA=Call Code CY=Country
Type options, press Enter. 2=Change 4=Delete 5=Display Opt And/Or Inc/Omit Criteria Description Grp/Sq OR I Include SC SCF Codes 016, 1 1 AND O Omit FC Fraud Customers EQ Fraud 1
F3=Exit F6=Create F12=Cancel |
Field descriptions: You must complete the following fields for each selection criterion you want to add.
Field |
Description |
Drop ID |
The code and description associated with the drop. Drop ID: Alphanumeric, 7 positions; display- only. Description: Alphanumeric, 30 positions; display-only. |
Segment ID |
The code and description for the segment (subset) of the drop. Segment ID: Alphanumeric, 7 positions; display-only. Description: Alphanumeric, 30 positions; display-only. |
And/Or |
This value controls whether the system considers the selection criterion in addition to the selection criterion that follows it, or as an alternative to the criterion that follows it. Valid values are: And = This selection criterion and the next selection criterion must both be met to select (or exclude) the customer. For example, if you defined criteria based on Average order amount and the Current source fields, the system selects customers whose average order is between the dollar amounts you specify and who are assigned to the source code you indicate (see Inc/Omit field, below). Or = This selection criterion or the next selection criterion must be met to select (or exclude) the customer. For example, if you defined criteria for the Average order amount or the Customer class field, the system selects customers whose average order is between the dollar amounts you specify or who belong to the customer class(es) you indicate (see Inc/Omit field, below). This value defaults to Or for the first criterion you define for a segment. Alphanumeric, 3 positions; required. |
Inc/Omit |
This value indicates whether the customers who match the selection criteria you have defined should be included or omitted from the segment. Valid values are: I = Include all customers who match the selection criteria. For example, if you defined criteria for the Average order amount or the Active since field, the system selects customers whose average order is between the dollar amounts you specify or who have placed orders between the dates you indicate. O = Exclude all customers who match the selection criteria. For example, if you defined criteria for the Demographics and the Fraud customers fields, the system excludes customers who have the customer profile and fraud hold codes you specify. Alphanumeric, 1 position; required. |
Criteria |
The code for the criterion to use for selecting or omitting customer names. Valid criteria codes display in the center of the screen. Each code represents selection criteria that you can use to: • Combine groups of customers, or • Choose one group over another, and • Include or omit customers that match selection criteria from your house list Alphanumeric, 2 positions; required. |
Description |
A description of the criterion you specified. Alphanumeric, 27 positions; display-only. |
Grp/Sq (Group and sequence) |
These values identify the number of times the system should evaluate the selection criteria you choose and the order in which to evaluate the criteria. Grp (Group): The number of passes you want performed on selected criteria. For example, you might enter a 1 for the Customer class, Current source, and Demographics criteria to determine what type of customer list to generate and you might enter a 2 for the Average order criterion. In this scenario, the system makes two passes. The first pass includes criteria assigned the number 1; the second pass includes the criteria assigned the number 1 plus the number 2 (Average Order). This field defaults to 1. Sq (Sequence): This number indicates the order in which you want the system to evaluate selection criteria. For example, you might want the system to first consider customers who order frequently or whose average order amount is over $200 dollars. Secondly, you might want the system to consider all customers who have been active since a certain date This field defaults to 1. Each field: Numeric, 2 positions; required. |
General Instructions for Completing for Selection Criterion Screens
Depending on your entries on this screen, you advance to one of the following selection screens in Add mode:
• Change Value Range Screen (Average Order)
• Change Date Range Screen (Active Since)
• Change Date Range Screen (Last Mail Date)
• Change Date Range Screen (Recency Range)
• Change Date Range Screen (Entry Date)
• Change Yes/No Status Screen (Consumer/Business)
• Change Yes/No Status Screen (Mail Name)
• Change Yes/No Status Screen (Rent Name)
• Change Customer Class Selections Screen
• Change Source Code Selections Screen (Current Source)
• Change New Add/Change Status Screen
• Change Mail Code Selections Screen
• Change Demographic Selections Screen
• Change Fraud Customer Status Screen
• Change Order Frequency Selections Screen
• Change Item Class Selections Screen
• Change Item Selections Screen (Items Ordered)
• Change Item Selections Screen (Items Shipped)
• Change Percentage Range Screen (Return Percent)
• Change Call Code Selections Screen
• Change Mail Type Status Screen (Current Mail Type)
• Change Country Selections Screen
• Change SCF Selections Screen
• Change Salesman Selections Screen
• Change State Selections Screen
• Change User Field Selections Screen
Note: If you press F3 or F12 before pressing Enter to validate your entries on a selection criterion screen, the following message displays:
Confirm Delete Detail
No Selection criteria entered for detail. Press enter to delete detail.
F12=Exit |
Press Enter to return to the Work with House List Selection Details Screen without adding the selection criterion.
To change: To change a selection criterion, enter 2 next to the line on the Work with House List Selection Details Screen. You advance to the selection criterion screen in Change mode.
On screens that allow you to enter a list of valid values as selection criteria (for example, Change Customer Class Selections Screen or Change Source Code Selections Screen (Current Source)), you can press F6 to add more values, or delete existing values by entering 4 next to a value.
On screens that require entry of closed-ended selection criteria (for example, Change Value Range Screen (Average Order) or Change Date Range Screen (Active Since)), you can re-enter your selections or press F3 or F12 to cancel.
Screen Option |
Procedure |
Change a selection criterion |
Enter 2 next to an existing selection criterion line to advance to the appropriate Change screen. |
Delete a selection criterion |
Enter 4 next to an existing selection criterion line to delete it. |
Display a selection criterion |
Enter 5 next to an existing selection criterion line to advance to a Display screen. |
Switch between Create and Change mode |
Press F6. |
Change Value Range Screen (Average Order)
How to display this screen: Enter AO (Average Order) in the Criteria field on the Work with House List Selection Details Screen.
HLR0025 ENTER Change Value Range 5/27/97 15:15:50 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 101 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description O Omit AO Average Order
Customers who have average orders in the following range:
GE _________ dollars AND LE _________ dollars
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system considers customers whose average order is greater than or equal to this dollar amount and less than or equal to the amount you enter in the LE field, described next. Numeric, 9 positions with a 2-place decimal; required. |
LE (Less than or equal to) |
The system considers customers whose average order is less than or equal to the dollar amount you enter in this field and greater than or equal to the dollar amount you enter in the GE field, described previously. Numeric, 9 positions with a 2-place decimal; required. |
Change Date Range Screen (Active Since)
How to display this screen: Enter AS (Active Since) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering LM (Last Mail Date) in the Criteria field; see Change Date Range Screen (Last Mail Date); or by entering RR (Recency Range); see Change Date Range Screen (Recency Range); or by entering ED (Entry Date); see Change Date Range Screen (Entry Date).
HLR0016 ENTER Change Date Range 5/28/97 10:26:11 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 101 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include AS Active Since
Customers who have been active since the following date range:
GE ______ AND LE ______
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system considers customers who have placed orders on or after this date, comparing this date with the one in the Active since field in the Sold To Customer file. Numeric, 6 positions (MMDDYY format); required. |
LE (Less than or equal to) |
The system considers customers who have placed orders before or on the date defined in this field. Numeric, 6 positions (MMDDYY format); required. |
Change Date Range Screen (Last Mail Date)
How to display this screen: Enter LM (Last Mail Date) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering AS (Active Since) in the Criteria field; see Change Date Range Screen (Active Since); or by entering RR (Recency Range); see Change Date Range Screen (Recency Range); or by entering ED (Entry Date); see Change Date Range Screen (Entry Date).
HLR0016 ENTER Change Date Range 5/28/97 14:11:03 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include LM Date Last Mail
Customers whose last mailing was in the following range:
GE ______ AND LE ______
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system will include or omit customers whose last offer/drop mailing date is on or after this date and on or before the date in the LE field. Numeric, 6 positions (MMDDYY format); required. |
LE (Less than or equal to) |
The system will include or omit customers whose last offer/drop mailing date is on or after the date in the GE field and on or before the date you enter in this field. Numeric, 6 positions (MMDDYY format); required. |
Change Date Range Screen (Recency Range)
How to display this screen: Enter RR (Recency Range) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering AS (Active Since) in the Criteria field; see Change Date Range Screen (Active Since); or by entering LM (Last Mail Date); see Change ; or by entering ED (Entry Date); see Change Date Range Screen (Entry Date).
HLR0016 ENTER Change Date Range 5/28/97 14:55:04 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include RR Recency Range
Customers who have purchased in the following range:
GE ______ AND LE ______
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system will include or omit customers who purchased merchandise on or after the date you indicate in this field and on or before the date you indicate in the LE field. Numeric, 6 positions (MMDDYY format); required. |
LE (Less than or equal to) |
The system will include or omit customers who purchased merchandise on or after the date in the GE field and on or before the date entered in this field. Numeric, 6 positions (MMDDYY format); required. |
Change Date Range Screen (Entry Date)
How to display this screen: Enter ED (Entry Date) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering AS (Active Since) in the Criteria field; see Change Date Range Screen (Active Since); or by entering LM (Last Mail Date); see Change ; or by entering RR (Recency Range); see Change Date Range Screen (Recency Range).
HLR0016 ENTER Change Date Range 6/16/97 9:25:10 COMMERCIALWARE
Drop Id RENTAL Description TEST RENTAL LIST Segment Id RENTAL Description 24MONTH RENTAL FILE ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include ED Entry Date
GE AND LE
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system includes or omits customers who were added to the Sold To Customer file on or after the date you indicate in this field and on or before the date you indicate in the LE field. You can add new customers through Order Entry, catalog requests, or through Work with Customers. Numeric, 6 positions (MMDDYY format); required. |
LE (Less than or equal to) |
The system includes or omits customers who were added to the Sold To Customer file on or after the date in the GE field and on or before the date entered in this field. Numeric, 6 positions (MMDDYY format); required. |
Change Yes/No Status Screen (Consumer/Business)
How to display this screen: Enter CB (Cons/Business) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering MA (Mail Name) in the Criteria field; see Change Yes/No Status Screen (Mail Name); or by entering RE (Rent Name) in the Criteria field; see Change Yes/No Status Screen (Rent Name).
HLR0029 ENTER Change Yes/No Status 5/28/97 10:56:23 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 101 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description O Omit CB Consumer/Business
Include or omit customers who logically meet the following condition:
Consumer/Business EQ (EQ,NE) Y N=No, Y=Yes
F3=Exit F12=Cancel |
Field |
Description |
Equal |
This value indicates whether to include or omit customers based on whether they match or do not match the value in the next field. Valid values are: EQ = The system will include or omit customers that match the value you enter in the next field. NE = The system will include or omit customers that do not match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Yes/no |
This value indicates whether to include or omit customers based on the value in the Commercial field in the Customer file. Valid values are: Y = The system includes or omits (depending on the value you entered in the previous field) Sold To Customers who have a Y in the Commercial field. N = The system omits or includes (depending on the value you entered in the previous field) Sold To Customers who have an N in the Commercial field. For example, as shown in the sample screen, the system omits Sold To Customers who have an N or blank in the Commercial field. This means the system is selecting only customers identified as consumers. Alphanumeric, 1 position; required. |
Change Yes/No Status Screen (Mail Name)
How to display this screen: Enter MA (Mail Name) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering CB (Cons/Business) in the Criteria field; see Change Yes/No Status Screen (Consumer/Business); or by entering RE (Rent Name) in the Criteria field; see Change Yes/No Status Screen (Rent Name).
HLR0029 ENTER Change Yes/No Status 5/28/97 14:20:10 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description O Omit MA Mail Name
Include or omit customers who logically meet the following condition:
Mail Name __ (EQ,NE) _ N=No, Y=Yes
F3=Exit F12=Cancel |
Field |
Description |
Equals |
Indicates whether the customer record must match or not match the mail flag in order to be selected for the segment. Valid values are: EQ = Include or omit customers that match the value you enter in the next field. NE = Include or omit customers that do not match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Mail flag |
The Mail flag in the Customer file indicates whether to send mailings to the customer. Enter Y (Yes) or N (No) to indicate whether you want to include or omit customers based on the value in their customer record. For example, you could enter EQ in the Mail name field and Y in this field to include or omit those customers with a Y in the Mail field in the Customer file. Alphanumeric, 1 position; required. |
Change Yes/No Status Screen (Rent Name)
How to display this screen: Enter RE (Rent Name) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering CB (Cons/Business) in the Criteria field; see Change Yes/No Status Screen (Consumer/Business); or by entering MA (Mail Name) in the Criteria field; see Change Yes/No Status Screen (Mail Name)
HLR0029 ENTER Change Yes/No Status 5/28/97 14:32:01 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include RE Rent Name
Include or omit customers who logically meet the following condition:
Rent Name __ (EQ,NE) _ N=No, Y=Yes
F3=Exit F12=Cancel |
Field |
Description |
Equal |
This value indicates whether to include or omit customers based on whether they match or do not match the value in the next field. Valid values are: EQ = Include or omit customers that match the value you enter in the next field. NE = Include or omit customers that do match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Rent name |
This value indicates whether the customer name should be included in lists that you rent. Valid values are: Y = Rent the name N = Do not rent the name Enter Y (Yes) or N (No) to indicate whether you want to include or omit customers that have a Y or N in the Rent field in the Customer record. For example, you could enter NE in the Rent name field and N in this field to include or omit those customers who do not have an N in the Rent field in the Customer file. Alphanumeric, 1 position; required. |
Change Customer Class Selections Screen
How to display this screen: Enter CC (Customer Class) in the Criteria field on the Work with House List Selection Details Screen.
HLR0008 NEW Change Customer Class Selections 5/30/97 14:37:13 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 101 LIST 100
Incl/Omit Criteria Description I Include CC Customer Class
Customer Class Description __ __ __ __ __ __ __
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Customer class |
The customer Class or classes to include in or omit from this segment. Numeric, 2 positions; required. |
Description |
The description associated with the customer class. Alphanumeric, 30 positions; display-only. |
Change Source Code Selections Screen (Current Source)
How to display this screen: Enter CS in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering PS (Previous Source) in the Criteria field; see Change Source Code Selections Screen (Previous Source).
HLR0041 NEW Change Source Code Selections 6/16/97 8:51:14 COMMERCIALWARE
Drop Id RENTAL TEST RENTAL LIST Segment Id RENTAL 24MONTH RENTAL FILE
Incl/Omit Criteria Description I Include CS Current Source
Source Code Description Mailing Date Src Type
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Source code |
The source code or codes to include in or omit from this segment. The system checks the Current source code for the customer. Alphanumeric, 9 positions; required. |
Description |
The description associated with the source code. Alphanumeric, 30 positions; display-only. |
Mailing date |
The date an offer was mailed to this source code. The system updates this date when you make a drop for this source code. Numeric, 6 positions (MMDDYY format); display-only. |
Src type (Source type) |
This code indicates whether this source code should be used in the source code profit analysis calculations. Valid values are: K = Known: the customer has received and responded to a mailing. You can analyze circulation by evaluating the number of mailings against the number of responses for this source code. U = Unknown: the source of the customer is unknown. For example, the customer may have ordered from a catalog found in a doctor's office. You cannot analyze these sales because you cannot trace the source from which you received the customer's order. N = Do not analyze: the source for this group of customers must not be analyzed because, for example, the orders are from employees. Alphanumeric, 1 position; display-only. |
Change Source Code Selections Screen (Previous Source)
How to display this screen: Enter PS (Previous Source) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering CS (Current Source) in the Criteria field; see Change Source Code Selections Screen (Current Source).
HLR0041 ADD Change Source Code Selections 6/15/97 11:33:56 Mail Order
Drop Id HOLIDAY TAN HOLIDAY Segment Id HOLIDAY3 NON-BUYERS
Incl/Omit Criteria Description I Include PS Previous Source
Source Code Description Mailing Date Src Type
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Source code |
The customer's previous source code. Source codes are defined in and validated against the Source Code file. See Chapter 6: Working with Source Codes (WSRC). Alphanumeric, 9 positions; required. |
Description |
The description associated with the source code. Alphanumeric, 30 positions; display-only. |
Mailing date |
The date that you mailed the associated catalog to the customer. Numeric, 6 positions (MMDDYY format); display-only. |
Src type (Source type) |
This value indicates whether to include the source code in profitability analysis. Valid values are: K (known): The customer responded to a known offer. Include in profitability analysis. U (unknown): You do not know where the customer found information on your merchandise. Do not include in profitability analysis. N (do not analyze): This group of customers represents exceptions to your customer base, such as employees who have placed orders. Do not include in profitability analysis. Alphanumeric, 1 position; display-only. |
Change New Add/Change Status Screen
How to display this screen: Enter NA (New Add/Change) in the Criteria field on the Work with House List Selection Details Screen.
HLR0073 ENTER Change New Add/Change Status 5/28/97 11:16:39 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 101 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include NA New Add/Change
Include or omit customers who logically meet the following condition:
New Add/Change __ (EQ,NE) _ *Blank
F3=Exit F12=Cancel |
Field |
Description |
Equal |
This value indicates whether to include or omit customers based on whether they match or do not match the value in the next field. Valid values are: EQ = Include or omit customers that match the value you enter in the next field. NQ = Include or omit customers that do not match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Add/Change |
The value indicates whether customers are new customers or their records have been changed. Valid values are: A = (Add): Customer is new and the record has not been updated C = (Changed): Customer's name and address have changed ' ' = Both active and new customers will be selected Alphanumeric, 1 position; required. |
Change Mail Code Selections Screen
How to display this screen: Enter MC (Mail Code) in the Criteria field on the Work with House List Selection Details Screen.
HLR0193 ADD Change Mail Code Selections 6/13/97 17:08:14 Mail Order
Drop Id TAN TAN DROP Segment Id SEG1 SCF = 017
Incl/Omit Criteria Description I Include MC Mail Code
Type options, press Enter. 4=Delete Opt Mail Code Description
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Mail code |
The Mail code code defines when, and under what circumstances, you should send mail to the customer. Alphanumeric, 3 positions; required. |
Description |
The description associated with the mail code. Alphanumeric, 40 positions; display-only. |
Change Demographic Selections Screen
How to display this screen: Enter DE (Demographics) in the Criteria field on the Work with House List Selection Details Screen.
HLR0043 NEW Change Demographic Selections 5/28/97 11:25:51 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 101 LIST 100
Incl/Omit Criteria Description I Include DE Demographics
Opt Profile Code Profile Data Code ___ _ ___ _ ___ _ ___ _ ___ _ ___ _ ___ _
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Profile code |
The code that the system uses to determine which customers to include in or omit from this segment. A profile code is the category of demographic information, such as FEMALES. An example of a profile data code for this profile might be OVER 35. See Customer Service Chapter 16: Setting Up Customer Profiles (WPFL). Numeric, 3 positions; required. |
Profile data code |
The profile data code that the system uses to determine which customers to include in or omit from this segment. A profile data code provides the detail information within the category defined by a profile code. (See Profile code field.) The system either includes or omits customers who match the demographic profile codes you enter here. Alphanumeric, 1 position; required. |
Description |
The description associated with the profile data code. Alphanumeric, 30 positions; display-only. |
Change Fraud Customer Status Screen
How to display this screen: Enter FC (Fraud Customers) in the Criteria field on the Work with House List Selection Details Screen.
HLR0071 ENTER Change Fraud Customer Status 5/28/97 11:42:02 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 101 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include FC Fraud Customers
Include or omit customers who logically meet the following condition:
Fraud Customers NE (EQ,NE) F *Blank
F3=Exit F12=Cancel |
Field |
Description |
Equal |
This value indicates whether to include or omit customers based on whether they match or do not match the value in the next field. Valid values are: EQ = The system will include or omit customers that match the value you enter in the next field. NQ = The system will include or omit customers that do not match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Fraud code (Unlabeled field to the right of the Fraud customers field) |
The fraud code you want the system to use when selecting customers to include or omit, based on whether the fraud code in the customer record matches (EQ) or does not match (NE) the code in this field. Valid values are: B = Bypass F = Fraud H = Hold *Blank For example, as shown in the sample screen, the system will include customers who do not have an F in the Hold/bypass/fraud field in their customer records. Alphanumeric, 1 position; required. |
Change Order Frequency Selections Screen
How to display this screen: Enter FR (Frequency) in the Criteria field on the Work with House List Selection Details Screen.
HLR0047 NEW Change Order Frequency Selections 5/28/97 11:51:56 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 101 LIST 100
Incl/Omit Criteria Description O Omit FR Frequency
Select if: #Orders for _ (A=Any/S=Sum of Periods) or LTD #Orders _ (Y/N) are __ (EQ,GT,LT...) ______ #Orders
Start date End date ______ ______ ______ ______ ______ ______ ______ ______
F3=Exit F6=Change F12=Cancel |
Field |
Description |
# of orders for |
The system includes or omits customers who have: A = Any orders that are equal to, greater than, or less than (depending on what you specify in the are field) the number of orders in the #Orders field for any single period between the start and end dates you indicate. S = A number of orders equal to, greater than, or less than (depending on what you specify in the are field) the number of orders in the # Orders field across the sum of periods within the start and end dates you indicate. If you enter a code in this field, make sure you complete the are, #Orders, Start date and End date fields. Alphanumeric, 1 position; optional. |
LTD # of orders |
The system includes or omits customers with the number of orders life-to-date (Y or N) equal to, greater than, or less than the number you indicate in the #Orders field. If you enter a value in this field, make sure you complete the are and #Orders fields. Alphanumeric, 1 position; optional. |
Are |
The value in this field controls whether the system includes or omits customers with an equal, greater than, or less than number of orders in the #Orders field. Complete this field if you entered values in the #Orders for field, or the or LTD #Orders field, and the #Orders field. Alphanumeric, 2 positions; optional. |
#Orders |
The number of orders to use in conjunction with the # of orders for field, and whether the system should consider amounts equal to, greater than, or less than. Complete this field if you entered values in the #Orders for field, or the or LTD #Orders field, and the are field. Numeric, 6 positions; required. |
Change Item Class Selections Screen
How to display this screen: Enter IC (Item Class) in the Criteria field on the Work with House List Selection Details Screen.
HLR0009 NEW Change Item Class Selections 5/28/97 12:18:05 Mail Order Company
Drop ID 4000 NORTHEAST CUSTOMERS Segment Id 101 LIST 100
Incl/Omit Criteria Description I Include IC Item Class
Item Class Description ___ ___ ___ ___ ___ ___ ___
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Item class |
The item class(es) that the system will use to determine which customers to include in or omit from this segment. See Merchandising Chapter 5: Working with Item Classes (WICL). Alphanumeric, 3 positions; required. |
Description |
The description associated with the item class. Alphanumeric, 30 positions; display-only. |
Change Item Selections Screen (Items Ordered)
How to display this screen: Enter IO (Items Ordered) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also advance to this screen by entering IS (Items Shipped) in the Criteria field; see Change Item Selections Screen (Items Shipped).
HLR0012 NEW Change Item Selections 3/28/97 12:35:19 Mail Order Company Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description O Omit IO Items Ordered
Select if: _ A=Any Qty, S=Sum of Qtys __ (EQ,GT,LT...) _______ Quantity ? Item SIZE CLR STYL
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Select if |
The system includes or omits customers who have: A = ordered any quantity equal to, greater than, or less than (depending on what you specify) the quantity of an item you enter below. S = ordered a number of orders equal to, greater than, or less than (depending on what you specify) the number of orders in the Quantity field across the all item/SKUs that you indicate. Alphanumeric, 1 position; required. |
Equals (Unlabeled field next to the Select if field) |
This value indicates whether the system includes or omits customers who have ordered an equal, greater than, or less than number of items ordered in the Quantity field. Valid values are: EQ = The system includes or omits customers that match the value you enter in the next field. GT = The system includes or omits customers that have ordered more than the value you enter in the next field. LT = The system includes or omits customers that have ordered less than the value you enter in the next field. Alphanumeric, 2 positions; required. |
Quantity |
The number of items to use in conjunction with the Select if field, and whether the system should consider an equal to, greater than, or less than amount. Numeric, 7 positions; optional. |
Item |
Enter each unit of inventory that must be ordered for this customer to be included in or omitted from the list, if the customer meets the requirements identified above. Alphanumeric, 12 positions; required. |
SKU |
The style (such as color or size) of the item that must be ordered for this customer to be included in or omitted from the list, if the customer meets the requirements identified above. Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKUs); required if the item has SKUs. |
Change Item Selections Screen (Items Shipped)
How to display this screen: Enter IS (Items Shipped) in the Criteria field on the Work with House List Selection Details Screen.
Note: You can also display this screen by entering IO (Items Ordered) in the Criteria field; see Change Item Selections Screen (Items Ordered).
HLR0012 NEW Change Item Selections 5/28/97 13:53:02 Mail Order Company Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description I Include IS Items Shipped
Select if: _ A=Any Qty, S=Sum of Qtys __ (EQ,GT,LT...) ______ Quantity ? Item SIZE CLR STYL
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Select if |
The system will include or omit customers who have: A = Received any quantity equal to, greater than, or less than (depending on what you specify) the quantity of an item listed in the Item/SKU fields. S = Received a number of orders equal to, greater than, or less than (depending on what you specify) the number of items in the Quantity field across the all item/SKUs that you indicate. Alphanumeric 1 position; required. |
Equals (Unlabeled field to the right of the Select if field) |
This value indicates whether to include or omit customers with a number of items shipped that is equal to, greater than, or less than number in the Quantity field. Valid values are: EQ = Include or omit customers that match the value you enter in the next field. GT = Include or omit customers that have received more than the value you enter in the next field. LT = Include or omit customers that have received less than the value you enter in the next field. Numeric, 2 positions; required. |
Quantity |
The number of items to use in conjunction with the Select if field, and whether the system should consider an equal to, greater than, or less than amount. Numeric, 7 positions; optional. |
Item |
The unit of inventory that must be shipped to this customer to be included in or omitted from the segment, if the customer meets the requirements identified above. Alphanumeric, 12 positions; required |
SKU |
The item's unique style and size. Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); required for each item that has SKUs. |
Change Percentage Range Screen (Return Percent)
How to display this screen: Enter RP (Return Percent) in the Criteria field on the Work with House List Selection Details Screen.
HLR0051 ENTER Change Percentage Range 5/28/97 13:43:06 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include RP Return Percent
Customers who have average orders in the following range:
GE ______ % AND LE ______ %
F3=Exit F12=Cancel |
Field |
Description |
GE (Greater than or equal to) |
The system will include or omit customers whose average order is greater than or equal to the percentage in this field and less than or equal to the percentage defined in the LE field. Numeric, 5 positions with a 2-place decimal; required. |
LE (Less than or equal to) |
The system will include or omit customers whose average order is greater than or equal to the percentage in the GE field and less than or equal to the percentage defined in this field. Numeric, 5 positions with a 2-place decimal; required |
Change Call Code Selections Screen
How to display this screen: Enter CA (Call Code) in the Criteria field on the Work with House List Selection Details Screen.
HLR0192 ADD Change Call Code Selections 6/14/97 20:13:23 Mail Order
Drop Id TAN5401 SEGMENT FOR TAN CATALOG DROP Segment Id TAN2 TAN5401 SEGMENT
Incl/Omit Criteria Description I Include CA Call Code
Type options, press Enter. 4=Delete Opt Call Code Description
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Call code |
The Call code code defines when, and under what circumstances, you should call a customer. The system will include or omit customers from the segment based on whether they match any call code you enter. Alphanumeric, 3 positions; required. |
Description |
The description associated with the call code. Alphanumeric, 40 positions; display-only. |
Change Mail Type Status Screen (Current Mail Type)
How to display this screen: Enter CM (Current Mail Type) in the Criteria field on the Work with House List Selection Details Screen.
HLR0072 ENTER Change Mail Type Status 5/28/97 14:46:28 Mail Order Company
Drop Id 4000 Description NORTHEAST CUSTOMERS Segment Id 102 Description LIST 100 ------------------------------------------------------------------------------
Incl/Omit Criteria Description I Include CM Current Mail Type
Include or omit customers who logically meet the following condition:
Current Mail Type __ (EQ,NE) _ *Blank
F3=Exit F12=Cancel |
Field |
Description |
Equals |
This value defines whether to include or omit customers based on whether they match or do not match the mail type. Valid values are: EQ = Include or omit customers that match the value you enter in the next field. NE = Include or omit customers that do not match the value you enter in the next field. Alphanumeric, 2 positions; required. |
Mail type |
Each customer record contains a Current mail type. This code defines the customer's most recent behavior, such as placing an order, receiving a gift, or requesting a catalog. Enter a mail type code or leave this field blank to include or omit customers who have the mail type code (or blank mail type) in their Customer records. Valid values are: B (buyer): The customer has placed an order. R (recipient): The customer is a gift recipient. C (catalog): The customer has requested a catalog. L (list rental): The customer name was acquired through a list rental. S (suspect): The customer attempted to place an order, but the order was not completed (perhaps because of a soldout). Alphanumeric, 1 position; required. |
Change Country Selections Screen
How to display this screen: Enter CY (Country) in the Criteria field on the Work with House List Selection Details Screen.
HLR0198 ADD Change Country Selections 6/15/97 18:46:13 Mail Order
Drop Id HOLIDAY Segment Id HOLIDAY3 NON-BUYERS
Incl/Omit Criteria Description I Include CY Country
Country Description
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Country |
The Country code identifies the country where the customer lives or receives mail or shipments. Alphanumeric, 3 positions; required. |
Description |
The description associated with the country code. Alphanumeric, 30 positions; display-only. |
How to display this screen: Enter SC (SCF Codes) in the Criteria field on the Work with House List Selection Details Screen.
HLR0011 NEW Change SCF Selections 5/28/97 15:03:09 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description O Omit SC SCF Codes
SCF Code St 1 Name St 2 Name ___ ___ ___ ___ ___ ___ ___
F3=Exit F6=Change F12=Cancel |
Field |
Description |
SCF code |
The system will include or omit customers who have as their bill-to or ship-to address one of the SCF codes entered here. An SCF is the first 3 positions of a postal code. See Fulfillment Chapter 31: Working with SCF Codes (WSCF). Alphanumeric, 3 positions; required. |
St 1 name |
The code and name of the first state associated with this SCF. Code: alphanumeric, 2 positions; display-only. Name: alphanumeric, 25 positions; display-only. |
St 2 name |
The code and name of the second state associated with this SCF. Code: alphanumeric, 2 positions; display-only. Name: alphanumeric, 25 positions; display-only. |
Change Salesman Selections Screen
How to display this screen: Enter SN (Salesman Number) in the Criteria field on the Work with House List Selection Details Screen.
HLR0010 NEW Change Salesman Selections 5/28/97 15:16:32 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description I Include SN Salesman Number
Salesman # Salesman name ___ ___ ___ ___ ___ ___ ___
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Salesman# |
The system will include or omit customers who are associated with the salesrep numbers defined here. The salesrep number assigned to a customer is used with each new order in Order Entry. See Accounts Payable Chapter 11: Working with Sales Representatives (WSLS). Numeric, 7 positions; required. |
Salesman name |
The name associated with the salesman number. Alphanumeric, 30 positions; display-only. |
Change State Selections Screen
How to display this screen: Enter ST (State Codes) in the Criteria field on the Work with House List Selection Details Screen.
HLR0013 NEW Change State Selections 5/28/97 15:36:08 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description I Include ST State Codes
State State Name __ __ __ __ __ __ __
F3=Exit F6=Change F12=Cancel |
Field |
Description |
State |
The St (State) where the sold-to customer (not necessarily the ship-to customer) lives or receives mail or shipments. Enter each state you would like to use as a selection criterion. The system will include or omit customers from these states. Alphanumeric, 2 positions; required. |
State name |
The name of the state. Alphanumeric, 25 positions; display-only. |
Change User Field Selections Screen
How to display this screen: Enter U1, U2, U3 or U4 (User Fields 1-4) in the Criteria field on the Work with House List Selection Details Screen.
Note: A sample screen for User Field #1 is presented below. The screens for User Fields 2-4 are not shown, but are similar to the sample below.
HLR0014 NEW Change User Field Selections 5/28/97 15:45:59 Mail Order Company
Drop Id 4000 NORTHEAST CUSTOMERS Segment Id 102 LIST 100
Incl/Omit Criteria Description I Include U1 User field 1
User Field __________ __________ __________ __________ __________ __________ __________
F3=Exit F6=Change F12=Cancel |
Field |
Description |
User field |
The system will include or omit customers whose User fields in the Customer record contains the value you enter on this selection screen. Alphanumeric, 10 positions; required. |
Purpose: Enter 3 next to the segment at the Work with House List Segments Screen. You need to complete the following pop-up window:
Confirm copy function
Drop Id RENTAL TEST RENTAL LIST Segment Id RENTAL 24MONTH RENTAL FILE
To rename copied Segment, type New Segment Id, press Enter
New segment id
F3=Exit F12=Cancel |
Print House List Segment and Details Screen
How to display this screen: Enter 6 next to a segment on the Work with House List Segments Screen.
HLR0022 ENTER Print house list segment and details 6/13/97 14:29:37 Mail Order Company
This report will generate a listing of the segment parameters and detail criteria. If a detail report is selected, each detail criterion will be expanded in full.
Drop Id . . . : 4000 NORTHEAST CUSTOMERS Segment Id . : 101 LIST 100
Select report type: (D=Detail, S=Summary)
F3=Exit F12=Cancel |
About this screen: Field descriptions and step-by-step instructions for this screen are the same as those for the Print House List Drop, Segment and Details Screen.
How to display this screen: Enter 9 (to run a segment) next to a segment ID on the Work with House List Segments Screen.
HLR0050 ENTER Run House List Segment 5/27/97 15:00:40 Mail Order Company Output options for drop: 4000 NORTHEAST CUSTOMERS Segment: 101 LIST 100
Test or final run . . . . . . T (T=Test, F=Final) Clear new add/change . . . . . _ (Y=Yes, N=No) Source code to use . . . . . . A123 Update circulation . . . . . . N (Y=Yes, N=No) Update last mail date . . . . N (Y=Yes, N=No) Mail History . . . . . . . . . N (Y=Yes, N=No) Customer Action? . . . . . . . N (Y=Yes, N=No) Customer Action Note . . . . . _____________________________ Max # of records to process . Nth select . . . Generic list . . . . N (Y=Yes, N=No) No of copies . . 1-up labels . . . . N (Y=Yes, N=No) No of copies . . 4-up labels . . . . N (Y=Yes, N=No) No of copies . . Disk file . . . . . N (Y=Yes, N=No) Output filename OPU file . . . . . . N (Y=Yes, N=No) OPU file name . Tape . . . . . . . . N (Y=Yes, N=No) Device name . .
F3=Exit F5=Reset F12=Cancel CONFIRM: N (Y/N) |
Field descriptions: See Create House List Drop Universe Screen for descriptions of the fields on this screen with the following exception:
Field |
Description |
Source code to use |
The source code defaults automatically to the source code defined for the segment on the Work with House List Segments Screen. You can change the source code if you wish. Alphanumeric, 9 positions; required. |
| Part D: Using House List | Contents | SCVs | Search | Glossary | Reports | XML | Index | Print HL Drop, Segment and Detail Report |
MK04_01 CWDirect 18.0 August 2015 OTN