Italics

Field names and field attributes.

The system does not charge freight if the Call freight field is set to Y.

Bold

Keyboard entries, job names, and system file names.

Enter Y in this field to submit the SMP_JOB, then press F3 or F12 to return to the previous screen.

Underline

Identifies fields on a screen in which you can enter information or prompt for valid codes.

Phone: Evening ___ ________ _

Courier typeface

System messages, calculations, screens, and reports.

Press Enter to confirm delete.

Purpose:

The primary use of a menu option, screen, report, etc.

Use the Entities function to add or maintain entities and their descriptions. Entities are an important component of the CWDirect sales reporting hierarchy, and can represent the business units within your company (for example, mail order, retail, wholesale).

Every sale, return, exchange, discount, and write-off is attributed to an entity. Entities should represent any organization within your company that is held accountable for sales performance.

You can also set up system control value overrides at the entity level. You must create at least one entity.

Overview:

An introduction to the logic of a menu option or options, type of record, or process, in the context of the system as a whole.

Customer service files contain values used to manage orders and perform customer service activities, such as exchanging and returning merchandise. You must set up the customer service files before performing Order Entry or Order Maintenance.

How to display this screen:

Instructions on how to advance to a particular screen.

Press F6 at the Work with Cancel Reason Codes Screen.

How to print:

Instructions on how to print a report.

Accept your entries at the Print Backorder Report Screen.

Contents:

The fields included in a report.

• Warehouse

• Item

• SKU

• Available quantity

For more information:

References to additional or background information.

See

• an overview of FIFO costing: Warehousing Chapter 50: FIFO Costing Overview

• warehouse replenishment: Warehousing Chapter 40: Working with Replenishment Controls

Completing this screen:

Simple instructions to complete a screen.

Press F9 to accept your entries and print the Backorder Report by Warehouse.

Instructions:

More complex instructions to complete a screen or submit a process.

1. Complete the Cancel date field and, optionally, the Warehouse.

1. Press F9 to display the Confirmation window. Enter the Invoice number to override, if any....

Definition

A simple definition of a key term.

Sundry transactions allow you to make direct postings to the general ledger to record miscellaneous cash. For example, when you give a customer a discount because of a late delivery, you may post the discount to the general ledger sundry account to attribute that cash to the correct account.

Example:

An example of a process, usage, or type of record.

Example: The backorder quantity of an item is 10, and the quantity available in retail outlets is 15. If you expect to receive a purchase order for the item next week, you might choose not to allocate from retail outlets; instead, you might wait until you receive the purchase order to fulfill the backorders.

In this topic:

A listing of the key contents of a chapter

• Work with Cancel Reason Code Screen

• Create Cancel Reason Code Screen

• Change Cancel Reason Code Screen

• Display Cancel Reason Code Screen

• Display Reason/Offer History Screen

Note:

Additional information about the system or the software.

Note: The system updates the customer record automatically when you change any name and address information on this screen.

Important:

Advice to follow to avoid possible problems with the system or the software.

Important: Do not perform a customer merge while other users are performing customer maintenance.

See

A reference to another manual or chapter in the current manual for more information.

See Chapter 12: Setting Up Users.

Secured feature:

A feature in the system that may be restricted by user ID or user class.

The A/P Invoice Maintenance secured feature controls whether a user can advance to this screen.

System control value

A setting in the system that defines functionality, such as screen appearance or advancement, interfaces, or background logic.

The Costing method (A25) system control value defines how the cost of an item is tracked by the system.

Field names

Each field is identified exactly as it appears on the screen, followed by an unabbreviated description of the field name in parentheses. Fields are described from left to right or from top to bottom, depending on the screen.

SO (Soldout control code)

Field descriptions

The description of the field, including a reference to a validating file if entry in this field is required. Valid values are provided where applicable. Scanning instructions are provided only where the scan logic differs from standards, or where field entries control screen advancement.

The soldout control code to assign to an item that should be sold out. The Default Soldout Control defined in the System Control file defaults, but you can override it.

Soldout control codes are defined in and validated against the Soldout Control Code file; see Customer Service Chapter 20: Working with Soldout Controls.

Field attributes

The unique characteris­tics of the field are defined after the description, including: numeric (accepts numbers only) or alphanumeric (accepts numbers and letters); field length (number of posi­tions available for data); required or optional that you enter a value in this field; display-only or sys­tem-updated.

Alphanumeric, 2 positions; display-only for items that are already assigned a soldout control code in the SKU file; otherwise, optional.

Field alerts

Important information about a group of fields on a screen.

The following fields are required to execute a periodic function:

2

Change the record, such as an item in the Item file.

You may be restricted from using this option, based on user or user class security.

You advance to a change screen to update the record; you must press Enter after updating the record for the updates to take effect.

4

Delete the record.

A pop-up window appears automatically for you to confirm the record deletion.

You may be restricted from using this option, based on user or user class security.

Press Enter to delete the record or F12 to cancel the deletion. See the sample window below.

5

Display the record.

You cannot change any information in a record in "display" mode.

You advance to a display screen to review the contents of the record.

Enter

Process the information you just entered; in some cases, you advance to the next screen.

The system validates the contents of the record and highlights any fields with errors; these must be corrected to accept your entries.

Typically, this key is labeled Enter on a terminal keyboard and Ctrl at a PC keyboard.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

Field Exit

Right-justifies a value in a field or deletes the current value in a field.

You must press Field Exit after entering required numeric data in a field, unless noted otherwise.

Pressing Field Exit erases the information in a field, resetting it to zero.

Typically, this key is labeled Field Exit on a terminal keyboard and Enter at a PC keyboard.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

Tab

Advances you one field on a screen.

Use Tab to advance over a field that contains data; the data in the field will not be deleted.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F3 (Exit)

Exit the current menu or function.

Press Enter before you press F3 if you want to update the record before exiting.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F4 (Prompt)

Obtain a list of the valid values for a field.

The system displays the contents of the related supporting file or the system-delivered values. See Prompting for Valid Values.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F6 (Create)

Add a record to the file, such as an item in the Item file.

The system displays a create screen with blank fields. You must enter information in the required fields (and any necessary optional fields) and press Enter to add a record to the current file. The system validates your entries and highlights any fields in error.

F9 (Accept)

Accept the current record or entry.

This function is available only in functions that use accept/reject processing, such as Order Entry. The system does not allow you to accept a record that contains errors.

F11 (Reject)

Reject the current record or entry.

This function is available only in functions that use accept/reject processing, such as Order Entry. You may reject a record at any point; the system displays a pop-up window for you to confirm the record rejection. A rejected record is deleted entirely from the system; however, any immediate updates (such as updates to the customer record) are performed.

F12 (Cancel)

Return to the previous screen.

Press Enter before you press F12 if you want to update the record before returning to the previous screen.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F13 (*does not display on screens)

Return to the top level menu (such as the Home menu that was delivered with the system).

This function is not available in options that use accept/reject processing, such as Order Entry, Purchase Order Entry, etc.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F21 (Print)

Print a list of the records in the file.

Submits a job to the job queue that produces a report that lists the contents of the file. See Printing a List.

F22 (User-defined function)

Display a user-defined menu or run an alternate program.

This function key is available in the major functions in the system. See Selecting the User-Defined Option (F22).

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

F24 (Select company)

Select a company.

Displays a pop-up window that lists the companies you can access, based on user and user class security. See Selecting a Company.

Note: Because this option is always available and its usage is consistent, it is not described for every screen.

Displaying more keys: On some screens, pressing F24 displays an additional set of function keys that are available for the current option. Press F24 again to display the original function keys.