ADD FREIGHT TO CUSTOMER SHIPMENTS

Transcription

1 ADD FREIGHT TO CUSTOMER SHIPMENTS i

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including warranties that might be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. DOCUMENTATION CONVENTIONS The eyeglass symbol ($) indicates a field on which you can browse. The star ( ) indicates the system default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 3.01 to find which manual describes a specific module, job, or function. 8/25/99 Prophet 21 Acclaim Version 10 The Prophet 21 system and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. ii

3 Table of Contents 1 INSTALLATION INSTRUCTIONS 4 2 USING THE SOFTWARE 6 CUSTOMER 6 Customer Maintenance 6 FREIGHT-TABLE 7 Edit Freight Adder Rate Tables 7 Print a Freight Adder Rate Table List 9 INVOICE 9 Invoice 9 iii

4 1 INSTALLATION INSTRUCTIONS The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to á Stop the system. á Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. á Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual á Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. á After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. á At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen. PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4

5 1 INSTALLATION INSTRUCTIONS ADD FREIGHT TO CUSTOMER SHIPMENTS 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. Installing: DC FREIGHT CHARGE ADDEER MM/DD/YY ** No activity profile questions needed. ** ** File or jobstream changes are needed for this feature. ** When installation is complete, LIB-UPDATE will automatically run. Proceed? (Y N): Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the Select Software is installed. When the installation is complete, LIB-UPDATE runs automatically to install any new Job Streams and to create any new files required by the Select Software. INSRTD is created to hold the freight adder rate tables. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. 5

6 2 USING THE SOFTWARE Build a profit into freight charges on a customer-by-customer basis. The Freight Charge Adder for Customer Shipments Select Software provides the means to automatically calculate additional freight for customer shipments during invoicing. The additional freight charge is added to the outgoing freight amount and the total is printed on the invoice. No additional freight charge is calculated if the freight amount for a shipment is zero. CUSTOMER A Freight Adder Table field in the Customer Record allows you to assign a customized freight adder rate table to a specific customer. Freight adder tables are used to calculate the additional freight charge during invoicing. This field is contained in the customer shipping information. CUSTOMER MAINTENANCE 6

7 2 USING THE SOFTWARE ADD FREIGHT TO CUSTOMER SHIPMENTS The Fr Adder field indicates the freight adder rate table to be used when the additional freight charge is calculated at invoice time. FREIGHT-TABLE The FREIGHT-TABLE module allows you to set up freight adder rate tables so that the system can calculate the appropriate additional freight charge for customer shipments. Up to 99 different freight adder rate tables can be defined. These tables can be viewed and changed on demand. A Freight Adder Rate List can be printed. The FREIGHT-TABLE module is accessed by entering FREIGHT-TABLE at JOB... Each of these options is described on the following pages. EDIT FREIGHT ADDER RATE TABLES This option allows you to define a new freight adder rate table or edit an existing one. FREIGHT ADDER RATE TABLE 1 TABLE NUMBER 99 2 RATE TYPE X (% $) 3 LIMIT BASIS XXX (SHP FRT ORD) % OR AMOUNT TO LIMIT % OR AMOUNT TO LIMIT FIELD: Freight adder rate tables are numbered 1 to 99. When a freight adder rate TABLE NUMBER is entered, its associated information is displayed if the table exists. If the table does not exist, a new freight adder rate table is created and you are prompted for the necessary information. 7

8 2 USING THE SOFTWARE ADD FREIGHT TO CUSTOMER SHIPMENTS Note: This field is referenced by the Fr Adder field in the Customer Record. This field is contained in the customer shipping information. Freight adders are calculated on individual invoices at invoice time. Freight adders can be percentages (%) or dollar amounts ($), and can be based on the outgoing shipment values (SHP), freight charges (FRT), or total order values (ORD). % = values entered in the % OR AMOUNT fields are percentages $ = values entered in the % OR AMOUNT fields are dollar amounts SHP = freight adders are based on shipment values FRT = freight adders are based on outgoing freight charge ORD = freight adders are based on total order values LIMITS are comparisons against outgoing freight charges (FRT), shipment values (SHP), or total order values. SHP = limits are comparisons against shipment values FRT = limits are comparisons against outgoing freight charge ORD = limits are comparisons against total order values If the RATE TYPE is set to % and the LIMIT BASIS is set to SHP, the freight adder is a percentage taken on the shipment value and added to the outgoing freight charge. If the RATE TYPE is set to % and the LIMIT BASIS is set to FRT, the freight adder is a percentage taken on the outgoing freight charge and added to the outgoing freight charge. If the RATE TYPE is set to % and the LIMIT BASIS is set to ORD, the freight adder is a percentage taken on the total order value and added to the outgoing freight charge. If the RATE TYPE is set to $ and the LIMIT BASIS is set to SHP, FRT, or ORD, the freight adder is a dollar amount added to the outgoing freight charge. 8

9 2 USING THE SOFTWARE ADD FREIGHT TO CUSTOMER SHIPMENTS PRINT A FREIGHT ADDER RATE TABLE LIST FREIGHT ADDER RATE TABLE LISTING 1 START 2 END FIELD: A Freight Adder Rate Table List is produced. 1 FREIGHT ADDER RATE TABLE LISTING 10/03/95 PAGE RATE LIMIT TABLE TYPE BASIS % OR AMOUNT LIMIT % OR AMOUNT LIMIT % OR AMOUNT LIMIT % OR AMOUNT LIMIT 1 % VAL INVOICE An additional freight charge is automatically calculated for customer shipments during invoicing. INVOICE The additional freight charge is added to the outgoing freight amount and the total amount is printed on the invoice. No additional freight charge is calculated and added if the freight amount for the shipment is zero. When credit memos are invoiced, no increase is made to the outgoing freight being credited. Note: Credit memos, direct shipments, and post orders are excluded from additional freight calculations. 9