Date Description Where Changed

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1 PRICING SERVICE DOCUMENTATION UPDATES Date Description Where Changed 8/19/99 Replaced all references to the P21 Termulation package to JSB Multiview. JSB Multiview is the new optional package that allows you to connect your PC to your Prophet 21 system. Throughout entire manual

2 PRICING SERVICE ii

3 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 any 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 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 to find which manual describes a specific module, job, or function. 9/1/99 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. iii

4 Table of Contents Documentation Updates i 1 INSTALL PRICING SERVICE 7 2 PRICING SERVICE 15 How It Works 16 Getting Started 20 Notational Conventions 21 Main Menu 21 Main Stock Menu 22 Main Catalog Menu 22 Entering Specifications 22 Constants 25 Default Values for Unspecified Fields During Builds 30 Default Values for Unspecified Fields During Updates 30 Notes 30 Transferring Data from Tape or Diskette 31 PRFILD 31 Specifying the Pricing Service 31 Updating PRFILD Using the Utility Command UP 31 Copy Diskette (File) from PC to P21 34 Copying Multiple Diskettes to a Single PC File Prior to Update 35 Performing a Build or Update 39 Specifying the Pricing Service 39 Performing the Build or Update 39 Stock Item Information 40 Catalog Item Information 42 Customized Item Information 44 Build Notes 45 Update Notes 45 Build and Update Concurrently 48 Build and Update Reports 48 Error Messages 50 iv

5 User-Defined Pricing Services 51 User-Defined Pricing Services Main Menu 51 Select a Pricing Service 52 Enter Field Specifications 54 Explanation of the User-Defined Pricing Service Fields 55 Edit Field Specifications 62 Add Field Specifications 64 Delete a User-Defined Pricing Service 64 Print a User-Defined Pricing Service Master List 65 User-Defined Pricing Service Mapping Options 65 Special Features 67 Alternate Update Specifications 67 Customized Item Updates 71 Promotional Item Update 72 Enable/Change Pricing Services 79 Print Contents of the Source Data File ( PRFILD ) 80 Assign AIX File Option 81 U.S. Trade Service 81 Stock Item Menu 81 Catalog Item Menu 82 File Layout 82 Special Considerations 83 Build Notes 83 U.S. Trade Service Price Defaulting 83 Canadian Trade Service 86 Stock Item Menu 86 Catalog Item Menu 86 File Layout 87 Special Considerations 87 Build Notes 88 Canadian Trade Service Price Defaulting 88 Moore Pricing Service 90 Introduction 90 Stock Item Menu 91 Catalog Item Menu 91 Entering/Editing Moore Specifications 92 Build Notes 92 Update Notes 94 Select Wholesaler/Manufacturer Information 94 User-Defined Pricing Services 95 Select a User-Defined Pricing Service 95 v

6 Stock Item Menu 96 Catalog Item Menu 96 Build Notes 97 Office Products Dealers 97 Setting Prices and Costs for Office Products Dealers 97 Appendices 101 Appendix 1: File Maintenance 101 Appendix 2: Using United Stationer s Unitape 101 vi

7 1 INSTALL PRICING SERVICE 1. Please verify that you have received the following: One (1) tape cartridge labeled XL SERIES: APPLICATION UPDATE (Only if an Applications Update is needed to install the optional package). One (1) tape cartridge labeled XL SERIES: PRICING. Optional package documentation. 2. If you received an Applications Update, insert the Applications Update tape and update the Applications Library. Follow the Update Procedures included with the update tape. IMPORTANT! While Prophet 21 s objective is to ensure that the installation procedures work properly and that the instructions are clear, it is possible for there to be errors and for the instructions to be unclear or misunderstood. If there are any misunderstandings, Prophet 21 will help you over the phone from Yardley, PA, to install the optional package correctly. In no case will Prophet 21 be liable for any direct, indirect, or resulting damages or injuries due to errors in the installation or its instructions, or for any of the customer s lost profits, time, business, records including computer files, or monetary damages for any claim or demand against customer or any other person. You must make a total copy of your system (following the Copying instructions in your System Administration manual) before proceeding with these instructions. If for any reason the system should go down during the installation of the optional package, you may have to restore your system from this backup copy. Note: Underlined text indicates your input. 3. After making your total copy, assign the tape drive to be used for the installation (if necessary). Enter "TA" at the Utility Command prompt. UTILITY COMMAND...TA TAPE NR TRACKS* TAPE NR TRACKS (If you have a second tape drive) TAPE NR TRACKS (If you have a third tape drive) TAPE NR TRACKS NEW TAPE NR...0 7

8 ,167$// All of the tape drives on your system will display, along with the number of tracks. An asterisk (*) displays next to the currently selected tape drive. Enter 0 for the NEW TAPE NR. 4. Insert the optional package tape and update DATA1, using the instructions that follow to guide you. If you have any questions regarding these instructions, please contact the Software Support Department at Prophet 21. Enter "UP" for UPDATE at the Utility Command prompt. UTILITY COMMAND...UP UNIT NR...0 The system displays the name and the identifying comment on the Unit. You are then prompted to insert the optional package tape. (Unit name) (Comment) PLEASE INSERT UPDATE TAPE; <RETURN> WHEN READY. Insert the tape into the tape drive, making sure that the tape has been fully inserted, and press [Enter]. RETENSION TAPE FIRST? No Press [Enter] to indicate that you do not wish to retension the tape. The system will display the name and comment on the tape, as well as when the tape was last used. (Tape name) (Comment) LAST USED ON MM/DD/YY HH:MM AS SAVE TAPE The system will display the name of each file on the tape to be updated. In addition, the type of file is shown, the length, the current number of records, and the maximum number of records. Please note that the Xs represent numerals. You are prompted whether or not you wish to update each file. The default is "Yes", which displays automatically next to the UPDATE? prompt. FILE TYPE LEN CURRENT MAXIMUM DATA1 DA/DA 9999/ / /99999 UPDATE? Yes PRCNMD DA/DA 9999/ / /99999 UPDATE? *** PRCNMX DA/DA 9999/ / /99999 UPDATE? *** PRUDFD DA/DA 9999/ / /99999 UPDATE? *** PRUD1X DA/DA 9999/ / /99999 UPDATE? *** PRUD2X DA/DA 9999/ / /99999 UPDATE? *** [ANY KEY TO CONTINUE] <Hit any key> 8

9 ,167$// FILE? indicates the data files for this optional package that do not exist on your system right now. When you run INSTALL, these files are created, and you can then update these files. Press any key to update the selected files. The system displays the names of the files that you have chosen to update and prompts for the UPDATE command. DATA1 UPDATE? Yes Press [Enter] to indicate that the file is to be updated. The system then updates each file, displaying the file name as it updates. UPDATING DATA1 UTILITY COMMAND... After the file has been updated, the system returns to the Utility Command prompt. 5. Turn all unit(s) online and run a partial verify. UTILITY COMMAND...ON UNIT NR...0 FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...1 (if you have a second Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...2 (if you have a third Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...3 (if you have a fourth Unit) FRACTION FULL DISPLAY...[Esc] Continue until all units are online. UTILITY COMMAND...VE "CO"MPLETE OR "PA"RTIAL...PA 6. After the verify is completed, run the job MISMATCH to check the system for record mismatches. UTILITY COMMAND...[Esc] JOB...MISMATCH 9

10 ,167$// 7. If the Verify Report and Records Mismatch listing are OK, install the optional package on your system. Use the following instructions to guide you. If you have any questions regarding these instructions, please contact the Customer Support Department at Prophet Return to the Job prompt by pressing [Esc], and run the job INSTALL to install any new job streams and to create any new files required by the package. You should be at the Command Terminal with the system STOPPED before running this job. JOB...INSTALL If you are running INSTALL from a terminal other than the Command Terminal, or if the system is not STOPPED, the following screen displays. *** IMPORTANT *** Install should be run from the command terminal with the system stopped. You may still run INSTALL from this terminal but the files for the new features will not be automatically generated. Continue with installation? (Y N): This message serves as a warning to you that the files will not be created. If you enter "Y" at this prompt, the following message displays. You should run the job "INSTALL-PACKAGE" from the command terminal with the system stopped when you are done INSTALL. Hit a key to continue. As indicated in this message, if you are running INSTALL from a terminal other than the Command Terminal, you should either stop the installation process and run it from the Command Terminal with the system STOPPED, or else run the job INSTALL-PACKAGE from the Command Terminal with the system STOPPED after you have finished. If you are running INSTALL from the Command Terminal with the system STOPPED, the Installation screen displays. Installing: PRICING SERVICE MM/DD/YY Number of: % More Tracks 1 Moore pricing service - (1 = Yes) Field: Fixed File Space Minimum # of Tracks needed

11 ,167$// Do you use Moore pricing service? Moore is generally used by office products distributors. Answer one if you plan to use Moore, zero if you don t. The Fixed File Space required by the package is shown. Pressing [Enter] at the Field prompt takes you to the next screen, which shows your Units and the amount of free disk space on each. This screen also includes an explanatory message describing the Destination Unit prompt and emphasizing the need to put these files on an active Unit (i.e., one that is copied daily.) This screen is shown as follows. Installing: PRICING SERVICE MM/DD/YY Minimum # of Tracks needed on Destination Unit ---> 9999 The destination unit is the active unit (copied daily) on which to create the new files for the optional package/feature. To create the files the unit must have free at least the minimum number of tracks shown above. Shown below are the units on your system and the number of tracks free on each. Unit 0 Unit 1 Unit 3 Unit 4 Unit 5 Unit 6 Unit 7 Unit 8 Free Tracks: Enter destination unit # "P" for Previous screen The Units on your system and the number of free tracks on each are displayed for your information. This allows you to see whether or not the files will fit on the intended Unit. Only the number of Units that exist on your system will be displayed. For example, if you only have Units 0 and 1, only those Units will display. Enter the number of the Destination Unit, or P to go back to the Profile Question screen. If you enter Unit Number 0, and your system has multiple Units, the following warning message displays. Warning - Unit 0 is probably not copied daily (Static/History/Catalog unit). This unit must be copied daily if selected as the destination unit. If you select a Unit that is empty, the following message displays. Warning - Selected unit has no files and is probably not copied daily. This unit must be copied daily if selected as the Destination Unit. If you select a Unit that does not have enough space to install the package, the following message displays. Warning - Insufficient space on selected Destination Unit! After you enter a Destination Unit, and after any messages display, the following prompt displays. 11

12 ,167$// Proceed? (Y N Q): The Proceed prompt allows you to do one of three things: Entering Y proceeds with the file creation. Entering N takes you back to the Destination Unit prompt, allowing you to enter a different Unit number. You can also enter P at the Destination Unit prompt to go back to the Profile Questions screen. Entering Q allows you to quit INSTALL. At this point, if you are running INSTALL from the Command Terminal with the system STOPPED, and if there is sufficient space on the selected Destination Unit, the file(s) for the package will be created automatically, when INSTALL-PACKAGE runs. Your Profile Question entries will be used to generate the files to your specifications. As INSTALL-PACKAGE runs, the Utility Commands required to create the new files for the package are executed automatically. The system displays each command as it is executed. UTILITY COMMAND...ST STOPPED! UTILITY COMMAND...GE GEN UNIT NR...39 ON UNIT NR...(Destination Unit number) (Unit name) (Comment) (Unit name) XXXX FREE CREATING XXXXXX OK UTILITY COMMAND... When the generation is complete, the system will return to the Utility Command prompt. If you are running INSTALL from another terminal or if the system is not STOPPED, the following message is displayed and the files for the optional package will not be generated automatically: To complete the optional package installation, run the JOB... INSTALL-PACKAGE from the command terminal with the system stopped. Strike any key to continue... Pressing any key takes you back to the Job prompt. 9. With the files online, run a partial verify. UTILITY COMMAND...VE "CO"MPLETE OR "PA"RTIAL...PA 10. After the verify is completed, run the job MISMATCH to check the system for record mismatches. 12

13 ,167$// UTILITY COMMAND...[Esc] JOB...MISMATCH 11. If the Verify Report and Records Mismatch listing are OK, activate the system. UTILITY COMMAND...GO PROPHET 21 OPERATING SYSTEM 9999 COPYRIGHT 1986, 1987,1988, 1989, 1990, 1991, 1992, 1993 PROPHET 21 INC RUNNING UTILITY COMMAND...[Esc] JOB If you answered NO to the Profile Question Moore Pricing Service? (see step 8) you have completed the installation. If you answered YES, put the optional package tape back in the tape drive. 13. Enter "UP" for UPDATE at the Utility Command prompt. UTILITY COMMAND...UP UNIT NR...0 The system displays the name and the identifying comment on the Unit. You are then prompted to insert the tape. (Unit name) (Comment) PLEASE INSERT UPDATE TAPE; <RETURN> WHEN READY. Insert the tape into the tape drive, making sure that the tape has been fully inserted, and press [Enter]. RETENSION TAPE FIRST? No Press [Enter] to indicate that you do not wish to retension the tape. The system will display the name and comment on the tape, as well as when the tape was last used. (Tape name) (Comment) LAST USED ON MM/DD/YY HH:MM AS SAVE TAPE 13

14 ,167$// The system will display the name of each file on the tape to be updated. In addition, the type of file is shown, the length, the current number of records, and the maximum number of records. Please note that the Xs represent numerals. You are prompted whether or not you wish to update each file. The default is "Yes," which displays automatically next to the UPDATE? prompt. FILE TYPE LEN CURRENT MAXIMUM DATA1 DA/DA 9999/ / /99999 UPDATE? No PRCNMD DA/DA 9999/ / /99999 UPDATE? Yes PRCNMX DA/DA 9999/ / /99999 UPDATE? Yes PRUDFD DA/DA 9999/ / /99999 UPDATE? Yes PRUD1X DA/DA 9999/ / /99999 UPDATE? Yes PRUD2X DA/DA 9999/ / /99999 UPDATE? Yes [ANY KEY TO CONTINUE] <Hit any key> The DATA1 file has already been updated; therefore you must enter N for "No" at the UPDATE? prompt for this file. Update PRCNMD, PRCNMX, PRUDFD, PRUD1X,and PRUD2X. Press any key to update the selected files. The system displays the names of the files that you have chosen to update and prompts for the UPDATE command. PRCNMD PRCNMX PRUDFD PRUD1X PRUD2X UPDATE? Yes Press [Enter] to update the files. 14. You have now completed the installation of the optional package. 14

15 2 PRICING SERVICE IMPORTANT NOTICE!! Not all browses may be operational at this time. Should this occur, scans are available to provide instant access to information throughout the system. All scans are used in a similar manner. Type a scan character (., ; / [ ]) and press [Enter]. You will instantly see a list of customers, vendors, items, orders, etc. Choose from the list by entering the sequence number of your selection. The Pricing Service optional package enables you to receive item information from your vendor or from a third-party pricing service in an electronic format, and to transfer that information directly into your Prophet 21 System. This provides two benefits: first, you can build either your Stock Item database, your Catalog Item database, or both, electronically, which saves you from having to enter data manually; second, you can use pricing service information to update your item databases periodically when new data is received, so that item information is always current, again avoiding manual entry of information. You can receive the information on diskettes (if you have the Terminal Emulator Optional Package), DAT tapes, or 1/2" tape cartridges. The Pricing Service package provides a means of importing item data from an outside source, and placing that information directly into your item files. You can use information provided directly from vendors, either manufacturers or wholesalers, or from a thirdparty pricing service. The Pricing Service package comes with specifications for U.S. Trade Service, Canadian Trade Service, and Moore Pricing Service already set up. You can also create your own "user-defined" pricing service for a vendor or service not provided by Prophet 21. You enter the file layout information (i.e., where all of the item information is located in the file from this source), and use this information to perform your build or update. There are two basic sides to building or updating your item information. You receive item information from your vendor or pricing service that corresponds to information you maintain for your items. The "input" side consists of item information from your pricing service or vendor. The "output" side is your Stock Item or Catalog Item database, the actual item records you maintain and use in your system. The Pricing Service package matches the data you receive on the "input" side with the data in your Prophet 21 System, the "output" side, and transfers the data you select into your system. A tremendous amount of flexibility is provided to let you specify exactly what information you want, and where you want it to go. 15

16 You associate the fields in your Item Records with fields of data you receive from your pricing service by entering update or build specifications. These specifications are used to match information provided on the pricing service diskette or tape with the fields of information in your system. Since you build pricing service item information only once, you only need to enter build specifications once. For updates, once you have established your update specifications, you need only change them when you want to use different information, or if the file from your vendor or pricing service changes. Some other special features of the Pricing Service package give you the ability to perform more complex updates. For U.S Trade Service, Canadian Trade Service, and any user-defined pricing service, you can set up alternate update information, so that you can update different items using different information, all with one update procedure. For Moore Pricing Service, which provides pricing information from several different wholesalers, you can use information from multiple wholesalers and update all of your items with one procedure. Another special feature provides the ability to perform "promotional" updates, for those vendors who provide promotional pricing periodically. For these items, temporary Sales Pricing Schedules are created automatically, which apply for the duration of the promotional period. At the end of the promotional period, simply purge the promotional Pricing Schedules, and the items return to their regular pricing. The general procedure you follow when updating or building your item information is as follows: 1. Enter/edit the "file layout" information for your pricing service. This is only necessary if you are using a user-defined pricing service; the Pricing Service package comes with file layout information for U.S. Trade Service, Canadian Trade Service, and Moore Pricing Service. Also, once you have file layout information entered, you only need to edit it when the information changes. 2. Enter/edit your update or build specifications. 3. Transfer the information from diskette or tape to a file on your Prophet 21 System called PRFILD. 4. Perform the update or build. When an update is performed, the system will go through the file PRFILD, matching information from your pricing service "input" with items in your system, updating the appropriate fields. When a build is performed, the system will go through PRFILD, and create any new Item Records in your system. You can use information supplied by any vendor or pricing service. To simplify the explanation of the Pricing Service package, any source of pricing service information will be referred to as a "pricing service", even though vendors are not technically pricing services. Also, most of the options in the Pricing Service package are available for both Stock and Catalog Items. Any information that is specific to one or the other is stated as such; otherwise, any procedures described apply to both Stock and Catalog Items. HOW IT WORKS When you receive a diskette or tape with pricing information on it, each diskette or tape contains a single file that holds the "input" item information. It is organized in roughly the same way as the item information on your Prophet 21 System: each item has its own "record", or set of information, broken down into separate fields (e.g., DESCRIPTION, UNIT-SIZE, COL1-PRICE, etc.) Each record has the same format (i.e., the same fields), even though the actual information changes from item to item. 16

17 ASCII FIXED-FILE FORMAT In the file you receive from your pricing service, each item has its own record, broken down into separate fields. The file is formatted in ASCII "fixed-file," or "flat file," format. ASCII is a computer-industry standard set of characters, which is used to insure information compatibility between different computer systems. "Fixed-file" or "flat file" format means that each field is contained in a specific segment of the record, and is distinguished by its beginning and ending position. For example, Figure 1 shows two small records, with the Item Code, the Description, and the Column 1 Price, for two items: Figure 1. Fixed-file format ACM 100 3/4" DRILL BIT SPECIAL DIAMOND-TIP < ACM 120 7/8" DRILL BIT SPECIAL DIAMOND-TIP < Note: The first two lines in the sample display provide the means of determining the starting and ending position of each field. They are not part of the data. The Item Code is a 26-character field, with a starting position of 1 and an ending position of 26. The Description is a 27-character field, with a starting position of 27 and an ending position of 53. The Column 1 Price is a 10-character field, with a starting position of 54 and an ending position of 63. The rest of the characters are blank. The total length of each record is 63, and each ends with a "carriage return" character, represented above as "<". Several important facts about fixed-file format are illustrated with this example. The only thing that separates one field from the next is the specification of its starting and ending positions. If the starting and ending positions are incorrect, the wrong information will be used during the build or update. Any fields that do not use up all of the characters specified for their field must be filled with blanks so that the next field begins in the right place. The price field in the example in Figure 1 is transmitted without a decimal point. The decimal point is implied, meaning that if the field is ten characters, and the specification is for 5 decimal places, the decimal point is placed between characters 5 and 6. Whether or not numeric fields have implied or included decimal places is part of the file layout information supplied by the pricing service. Each set of data, or record, which corresponds to one item, ends with a carriage return. This separates one record from the next. The carriage return counts as a character in the record, but need not be added as a field in the file layout, since it contains no useful information. 17

18 FILE LAYOUT In order to use this information, the file layout must be entered. The file layout gives a description of each field in a record, and the starting and ending positions of each field. For example, the file layout for our sample record would be the one shown in Figure 2. Figure 2. File Layout. Field Start End Item Code 1 26 Description Col 1 Price For U.S. Trade Service, Canadian Trade Service, and Moore Pricing Service, file layouts are provided with the Pricing Service package, so you are ready to enter specifications for these pricing services as soon as you install the package. In fact, default specifications are also included, with information typically used for each of the fields already filled in. For pricing services other than these three, you must enter the file layout manually before entering specifications. Any pricing service other than the three provided with the Pricing Service (Pricing) module is called a "user-defined" pricing service, meaning that you must enter and maintain the file layout information yourself. Once you have entered this information, however, user-defined pricing services function in exactly the same way as any supplied pricing service. Entering and editing specifications, as well as performing builds and updates, are handled the same way for user-defined services as they are for supplied services. For more information on entering the file layout for a user-defined service, see the section "User-Defined Pricing Services" later in this manual. Entering 3M as a user-defined pricing service requires resizing PRFILD. If you are going to use 3M s Pricing Service, you must contact Prophet 21 s Customer Support Department to obtain additional instructions for resizing PRFILD. MATCHING INFORMATION WITH ITEMS: THE KEY Once a file layout exists for a pricing service, you enter specifications for builds and updates which use the files from that pricing service. These specifications match fields from the "input" item information (the records you receive from the pricing service) with fields in your Prophet 21 Item Records. Before it can match fields, however, the system must match an "input" record with an Item Record in your system. To do so, the system uses one or two special fields: either the Item Code, or the Vendor#-Item#. As a build or update is performed, the system begins with the first record in the pricing service file you received. It then finds a field in that information that contains the Item Code or Vendor#-Item#, and uses that code to build or update the Item in your system. Once the system has an identifying code, it can create a new Item Record, or update an old one, using the specifications that you entered. 18

19 Key Field The Item Code, Vendor#-Item#, and Short Code serve a special purpose in the Pricing Service (Pricing) module by uniquely identifying items. Because of this function, they are sometimes referred to as the key field, meaning that they act as the key by which Item records are matched with pricing service information. One or the other of these must be specified when entering specifications for builds and updates. Furthermore, the key field that was used for the build must be the same one used when performing an update; otherwise, the system will not find a match with the key field, and the item information will not be updated. The Difference Between Builds and Updates The process the system uses for a build differs from an update in one very important way: the way in which the key field is used. During an update, the system checks that the Item Code or Vendor#-Item# being used from the pricing service data file already exists in the Item databases, and matches an Item record with the corresponding record in the pricing service data. During a build, on the other hand, the system checks that the Item Code or Vendor#-Item# being used from the PRFILD data does not already exist in the Item databases. For an update, the system looks for a match with the Item Code, and if one is found, it updates that item s information with the received data. For a build, if the system finds a match with the Item Code, it does not build the data, because you cannot duplicate existing Item Codes. This difference is basically the difference between entering item data and editing item data. If you choose the Enter Common Item Information option in the Item module, and you enter the Item Code of an item that already exists in your item file, the system would reject it, because it already exists. In the same way, if you want to edit that item using the Edit Common Item Information option, you must enter the exact Item Code of the item you want to edit, or else the system will reject it, because the item does not exist. The same is true for the Vendor#-Item# and the Item Code of an item: they must be unique for each item. Because the Item Code and Vendor#-Item# are so important to an update or build, it is very important to select the Item Code and Vendor#-Item# information carefully. First of all, if you are initially building items using a pricing service build, you must select one of the fields from the "input" data to serve as the Item Code or Vendor#-Item# for the new items. Usually, pricing service information will include such information, because every computer system needs a key field to identify its items. Second, as was mentioned above, the same "key" information must be used for the update as was used for the build. Finally, if you entered some of the items by hand, and want to perform an update using the Pricing Service module, you must make sure that the information in the key field that you use for the update corresponds to the information that you entered manually. If it does not, you must edit the item information, if possible, or else the update procedure will not recognize those items, and they will not be updated. Entering Specifications After the file layout has been established, you must enter specifications that match fields from the pricing service information with fields in your item databases. To do this, you select either Stock or Catalog items, for either build or update specifications, and enter or edit the specifications. Because of the differences between builds and updates, the specifications will be similar, but different, for each. For example, the key field will be 19

20 the same, as well as the description, pricing and costing information, and so on. But for the update, you will not be updating fields such as the Product Group Sort Code, since this has already been established by the build. However, you only perform the build once, and after you have established the update specifications, you need only change them if you want to update using different information, or if the file layout information from your pricing service changes. Otherwise, you do not have to change the specifications at all. To enter specifications, you select a field from the stock or catalog item record, and enter a number that corresponds to a field in the pricing service file. When the build or update is performed, the system takes the information from the pricing service field and loads it into the appropriate Prophet 21 field. This process is repeated for each record of information in the pricing service file. TRANSFER PRICING SERVICE DATA TO YOUR PROPHET 21 SYSTEM In order to perform a build or update, you must transfer information from your pricing service into your Prophet 21 System. The system can then access this data freely. The procedure you use for this process differs depending on the medium that your pricing service uses to send the information. However, no matter what type of format they use, you will update the file PRFILD on your Prophet 21 System, which will then provide the "input" side of your update or build. IBM users can assign an AIX file to be used in place of PRFILD for updating or building. This option appears with each Stock and Catalog Item Main Menu for U.S. Trade Service, Canadian Trade Service, Moore Pricing Service, and User-Defined Pricing Services. If the AIX source file option is selected, the system defaults back to PRFILD whenever exiting the Pricing Service Stock and Catalog Item Main Menus. For information on the command needed to read the DOS file into an AIX file, refer to your AIX manual. PERFORM THE BUILD OR UPDATE After you have entered specifications for the build or update, and have transferred information into PRFILD, you can perform the build or update, which will create or update your Item Records. GETTING STARTED WHAT SERVICE DO I USE? The pricing service you use depends on what vendors you use and would like pricing information from. Using U.S Trade Service, Canadian Trade Service, or Moore Pricing Service eliminates having to enter the file layout for those services, since they are provided by Prophet 21 with the Pricing Service package. However, entering a user-defined file layout is simple enough that the time required to do so is minimal. If you are an office products dealer, Moore Pricing Service offers a wide range of vendors in one file, allowing you to update items offered by multiple vendors all with one update. For more information about what wholesalers and manufacturers Moore carries, refer to the section, Moore Pricing Service. INFORMATION PROVIDED WITH YOUR TAPE OR DISKETTE Whatever service you decide to use, you must contact them and arrange to receive the pricing information, in whatever format is most convenient for you. If you have JSB Multiview (an optional package which allows PCs to connect to your Prophet 21 System), you can use diskettes as the medium for receiving pricing 20

21 information. If you do not have this package, you can receive the pricing information on standard DAT or 1/2" tape cartridges. Along with the tape or diskette, the pricing service supplies you with a copy of the file layout, which shows the starting and ending position of each field, the field type (e.g., alphanumeric, numeric with implied decimal, etc.), and a description of the information contained in each field. If you are entering the service as a user-defined service, this file layout is absolutely essential; without it, you cannot enter the file layout. For all of the services, this file layout is the only means of determining exactly what information is provided by the service, and which fields to use for your item information. If you do not receive a file layout with your tape or diskette, contact the pricing service before entering specifications. WHERE TO GO This manual is divided into four major sections: the introduction and overview section; the general explanations of entering specifications, transferring data, performing builds or updates, and setting up userdefined pricing services; the general explanations of special features; and the specific discussions of each available pricing service (including user-defined). Information common to all of the pricing services is included in the general explanations; special considerations and information unique to each pricing service is provided in the section for that pricing service. For information on a specific pricing service or special feature, refer to the special section for that service or feature. NOTATIONAL CONVENTIONS Throughout this manual, bold text indicates either a Prophet 21 Field, or an important concept. On screen displays, your input is indicated by underlined text. MAIN MENU The Pricing Service (Pricing) module is accessed from the Item/Catalog Accessories which exists as an option on the Data Entry menu of the system. The menus correspond to the initial decisions you make about using the Pricing Service module. First, decide whether you are working on Stock or Catalog items, or on the file layout information for a user-defined service. To enter specifications for a user-defined service that already has a file layout, select the Stock or Catalog option. The main Stock and Catalog menus are shown as follows. Refer to the special section on each pricing service to see the menu for that pricing service. Each service has its own set of options. 21

22 The user-defined options are described in the section "User-Defined Pricing Services," later in this manual. MAIN STOCK MENU MAIN CATALOG MENU Both the Stock menu and the Catalog menu offer the same pricing services, in addition to the Enable option for U.S. Trade Service and Canadian Trade Service. For more information on each pricing service, refer to the section on that service, later in this manual. The Enable/Change Pricing Service option is described in the "Special Features" section. ENTERING SPECIFICATIONS As an example of how to enter specifications in the Pricing Service module, we will enter build specifications for stock items using the U.S. Trade Service pricing service layout, which is provided with the Pricing Service package. All of the specifications screens are divided into three parts: the top line shows what type of specifications you are working on, whether they are for Stock Items or Catalog Items, and the name of the pricing service; the top "window" shows the file layout of the pricing service; and the bottom "window" displays fields that correspond to the fields in the Item Record. Figure 3 shows the first screen of the stock item build specifications for U.S Trade Service. 22

23 Figure 3. U.S. Trade Service Stock Build Specifications - Sales Info. STOCK ITEM BUILD SPECIFICATIONS SERVICE: Trade Service SEQ# NAME SEQ# NAME SEQ# NAME 1 Class code 6 Catalog-flag 11 Per 2 Vendor code 7 Cat.no. & descr 12 Qty 2-flag 3 Item-current 8 Cash disc.-flag 13 Qty 2 4 Item-old 9 Cash discount 14 Qty 3-flag 5 Product code 10 Per-flag 15 Qty SALES INFO SEQ# NAME SEQ# NAME 1 ITEM 45 Mfr.code & Cat# 12 MFG CODE 2 DESC 1 47 Description 1 13 UT-NAME 11 Per 3 DESC 2 14 UNIT-SIZE 49 Per (numeric) 4 SUB REF 15 COST-PR 24 Cost price 5 VENDOR 48 Vendor # 16 COL1-PR 18 Net 1 price 6 ITEM # 3 Item-current 17 COL2-PR 20 Net 2 price 7 PROD GRP 5 Product code 18 COL3-PR 22 Net 3 price 8 PG SORT CD 19 DISC GRP 9 VN SORT CD 20 BRK BX PRM 10 SP-TYPE 21 PR SRVC CD 11 SHORT CODE 22 ITM SUB-GRP FIELD: The top line shows what type of specifications these are (Build specs for Stock items), and what service is being used (Trade Service). The specifications screens will always show this header information, to help you make sure you are working with the right specifications. The rest of the screen is divided into two "windows": the specification summary window and the item window. The specification summary window shows the first 15 fields of information from the file layout for this pricing service, each with a corresponding Sequence Number. The item window shows fields from the Item Record (in this case, the Stock Item Record), from the SALES INFORMATION screen. Each field has a corresponding field number and name. To enter a specification, enter the field number of the field you wish to build. The cursor will move to the Sequence Number column directly to the right of the Field Name. Next, enter the Sequence Number of the Trade Service field you want to build into this Item field. Entering a valid sequence number will display the name of the field next to the Sequence Number, for verification. For example, to enter a specification for the ITEM # field in the Item Record, using the Item-current field from Trade Service, enter Field 6 for the ITEM # field and then Sequence Number 3 for the Item-current information from Trade Service. Notice that some of the Sequence Numbers in the item window do not have corresponding fields in the specification summary window. Those Sequence Numbers are on other screens. To scroll through the fields in the file layout, enter [Esc] at the Field prompt. This cycles through all of the fields from the file layout. You can also scroll through the pricing service file layout by pressing [Esc] when you are in the Sequence Number column, next to a field. Only specifications displayed in the specification summary window can be selected. To enter the current specifications for the SALES INFO, and go on to the PURCHASE INFO screen, press [Enter] at the Field prompt. This displays the second screen of Item information, as shown in Figure 4. Specifications for this screen are entered in the same way. 23

24 Figure 4. U.S. Trade Service Stock Build Specifications - Purchase Info. STOCK ITEM BUILD SPECIFICATIONS SERVICE: Trade Service SEQ# NAME SEQ# NAME SEQ# NAME 1 Vendor Number 6 Reserved 11 Reserved 2 Item Number 7 Change Symbol 12 Cash Discount 3 Commodity Code 8 Mfr,Ctlg#,Desc. 13 Reserved 4 Zone Number 9 Reserved 14 Quantity 2 5 Reserved 10 Weight 15 Reserved PURCHASE INFO SEQ# NAME SEQ# NAME 1 PUR-UT 18 Unit of Measure 13 DISC GRP 2 PUR SIZE 36 UOM (numeric) 14 D-SUB REF 3 PKGE SIZE 4 UT WEIGHT 5 VNDR S-GRP 6 LIST PR 20 List Price 7 STNDRD CST 8 YR-END CST 9 BASE CST 10 LAST CST 11 AVRG CST 12 CST POOL FIELD: To enter the current specifications for the PURCHASE INFO, and go on to the ALTERNATE UNITS screen, press [Enter] at the Field prompt. This displays the third screen of Item information, as shown in Figure 5. Specifications for this screen are entered in the same way. 24

25 Figure 5. U.S. Trade Service Stock Build Specifications - Alternate Units. STOCK ITEM BUILD SPECIFICATIONS SERVICE: Trade Service SEQ# NAME SEQ# NAME SEQ# NAME 1 Vendor Number 6 Reserved 11 Reserved 2 Item Number 7 Change Symbol 12 Cash Discount 3 Commodity Code 8 Mfr,Ctlg#,Desc. 13 Reserved 4 Zone Number 9 Reserved 14 Quantity 2 5 Reserved 10 Weight 15 Reserved ALTERNATE UNIT SEQ# NAME 1 SKU 2 ALT 1 NAME 3 ALT 1 SIZE 4 ALT 2 NAME 5 ALT 2 SIZE 6 ALT 3 NAME 7 ALT 3 SIZE FIELD: The system will build/update the alternate unit information alphabetically according to alternate unit name. For example, if the names for ALT1 through ALT3 have been entered as EA, DZ, and BX respectively, during the build/update the alternate unit information for BX will be reassigned to ALT1, the information for DZ will be reassigned to ALT2, and the information for EA will be reassigned to ALT3. For more information on alternate units, refer to the Item Information manual. This is the general procedure for entering and editing build and update specifications. Catalog information is handled in the same way, although the fields of information in the item window are different from those for stock items. CONSTANTS You can also enter constants as specifications. Constants are values for fields that will be the same for every item you build or update. For instance, if you get pricing information from a vendor, and want all of the items from that vendor to have the same discount group, enter "C" instead of a Sequence Number, and the discount group that you want to use. When you perform the build or update, all of the items will have the discount group you specified. Constants can be up to 15 characters long, no matter what kind of field it is. If the field is 10 characters, and you enter all 15, only the first 10 characters will be used; the rest will be ignored. Also, if the field is a numeric field (i.e., does not accept character values), only numeric constants will be used for the field; all characters will be ignored. If the constant specified for a numeric field is all characters, the constant will be interpreted as 0. To enter a constant, specify the Field Number where you want the constant. At the field, enter "C", and press [Enter]. The cursor will move into the Name column, where you enter the constant. When you are finished, press [Enter] again, and you will return to the Field prompt. 25

26 Some fields, like the Item Code, cannot use constant specifications, because the information in those fields must be unique for every item. You cannot specify a constant for the key field, either ITEM, or both ITEM # and VENDOR, for both PROD GRP and PG SORT CD, or for D-SUB REF. CREATING A CONSTANT IN PRICING SERVICE A constant can be entered into a field that is to be updated or built into the Prophet 21 system via Pricing Service. It can be added to any field that is defined in a vendor s file. The most common use for a constant in Pricing Service is in the Item Code field. For example, you may want to prefix certain items from a vendor with a constant representing that vendor. The constant BD could be entered to represent an item from vendor Black and Decker. If Black and Decker sent you an item file, one of their item codes could be DRILL2964. Through the use of a constant, you could build the item code into your system as any of the following: BD DRILL2964 BDDRILL2964 BDDRILL2964BD DRILL2964 BD DRILL BD 2964 BD-DRILL To add a constant to a field in a new or existing Pricing Service Code, select the Define option on the main menu of Pricing Services: The Define menu appears: What you need to do decides the option you choose. If the pricing service code and field to which the constant is to be applied already exist, choose the Edit option. If the pricing service code exists to which a new field with a constant is to be added, select the Add option. If you are creating a new pricing service code altogether, choose the Enter option. 2. Select the field that is to hold the constant. In the following example, the constant is to be added to the Item Code field. When the constant is built into the system, it will appear as the first characters of the item code (BD DRILL2964). 26

27 In the previous screen, no constant is being applied to the Item Code field. Since a constant is to be added to the beginning of the item code, the Start Position and End Position fields will hold the constant. 3. Enter [C] in the Start Position field to indicate that a constant is to follow. In the End Position field, enter the actual constant that is to be built into the item code. The Extended Mode field must be set to Y. The following screen shows the constant BD, for the vendor Black and Decker, being added to the beginning of the item code: 27

28 At this point, the system recognizes that a constant of BD is to be added to the Item Code field, however the true start and end positions of the item data that is located on the vendor s file is not known. 4. Press [Enter] on this screen to display the Auxiliary Positions screen: The true start and end positions of the vendor file s item data is defined on this screen. On the prior screen, the first fields for Start and End positions designate a blank space to be added after the constant. The B in the Start position designates a blank space to be built into the item code. The 1 in the End position indicates that only one blank space is to be built. In field 2 of the Auxiliary Positions screen, the Start and End positions define the true location of the item data as it is found on the vendor s file. Start position 1 and End position 18 indicate that the item data is in the first 18 character positions of every item record on the vendor s file. 5. Press [Enter] on this screen to accept these entries. The specifications are displayed with the changes: 28

29 The fields display in a different order since they are listed in alpha-numeric order according to the Start position. To check the auxiliary positions of the item code, enter the sequence number of the item code field and press [Enter] twice to display the positions: A constant field, no matter what value is defined, is built into the system in the following order: 1. Whatever value is placed in the main Start and End position fields are the characters that are built first. In the previous example, these characters are BD. 29

30 2. Characters are built into the information by using the Auxiliary Positions settings. In the prior example, one blank space is created followed by whatever data is in positions 1 18 on the vendor s file. DEFAULT VALUES FOR UNSPECIFIED FIELDS DURING BUILDS When a build is performed and items are created: If no specification is entered in the UT-NAME field, UT-NAME of all items automatically defaults to EA. If no specification is entered in the UNIT-SIZE field, UNIT-SIZE of all items automatically defaults to 1. If no specification is entered in the PROD GROUP field, PROD GROUP of all items automatically defaults to If no specifications are entered for any other field, those fields are built with a 0 if the field is numeric and a blank if it is alphanumeric. All of the above is true for both Stock and Catalog Items. DEFAULT VALUES FOR UNSPECIFIED FIELDS DURING UPDATES During updates, if a field does not have any pricing service specification entered for it, it is left unchanged. NOTES All of the Pricing Service options are provided for both Stock Items and Catalog Items, and both operate in exactly the same way. The only difference is the difference between the Stock Item Record and the Catalog Item Record: each has its own set of fields. Both the Stock and Catalog Pricing Service options use the same procedures for setting up specifications, transferring data, and performing builds or updates. There are some differences between the pricing services themselves in terms of what options are available. For specific differences between each, refer to the separate sections on each pricing service. If you have entered a specification that you want to delete, enter the Field number of the field, and enter a blank sequence number using the space bar. Pressing [Enter] will blank out the Sequence number and the Name of the associated field. Once you have entered specifications, transfer the "input" data into file PRFILD, and use the Perform Build or Perform Update options to build or update your items. Once you enter update specifications, they remain relatively unchanged, and need not be edited from one update to the next, unless your pricing service changes the information in its files. You should also remember that a build or update could take some time to complete, because the system must go through all of the records in the pricing service file, and this could include as many records as your Stock Item files. For Catalog Items, the LAST CHANGE DATE field is updated to reflect the date of the build or update. If you are not enabled for the VENDOR SORT CODE (as specified in the Company Record), the field VN SORT CD displays with "N/A". 30

31 TRANSFERRING DATA FROM TAPE OR DISKETTE PRFILD The Prophet 21 file PRFILD is used to hold a copy of the file(s) that you receive from your pricing service. During a build or update, the system steps through each record in PRFILD, and uses the information there, along with the specifications you enter, to make the appropriate changes to the Stock or Catalog Item databases. As with any Prophet 21 file, whenever you update the file, the data in the new file completely overwrites the old data in the file. Because of this process, you must make sure that you update PRFILD before you perform a build or update. In fact, if you have received several diskettes from your pricing service, you must update PRFILD and perform an update for each diskette you received. This is the only way to transfer all of the data over from all of the diskettes. If you were to update PRFILD with each diskette, the data in PRFILD would be overwritten with each update, except the last, and you would only update those items that were in the file on the last diskette. SPECIFYING THE PRICING SERVICE The procedures used to update PRFILD are independent of the pricing service that you use. The Copy Diskette From PC to P21 option works the same way from the U.S. Trade Service or Canadian Trade Service menu as it does from the Moore Pricing Service menu, as it does for user-defined pricing services. The PRFILD file that is updated is the same for all pricing services. UPDATING PRFILD USING THE UTILITY COMMAND UP Before performing a build or update, you must update the file PRFILD in order to get the data from your pricing service onto your Prophet 21 System. 1. Go to the Command Terminal, and get to the UTILITY COMMAND prompt. JOB...**UT UTILITY COMMAND Enter "ST" to STOP the system UTILITY COMMAND...ST STOPPED! 31

32 3. Turn ALL unit(s) offline. UTILITY COMMAND...OF UNIT NR...0 FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...OF UNIT NR...1 (If you have a second Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...OF UNIT NR...2 (If you have a third Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...OF UNIT NR...3 (If you have a fourth Unit) FRACTION FULL DISPLAY...[Esc] Continue until ALL units are offline. 4. Update PRFILD. UTILITY COMMAND...UP UNIT NR...(# of the Unit containing the file PRFILD) The system displays the name and the identifying comment on the disk. You are then prompted to insert the Update tape. (Unit name) (Comment) PLEASE INSERT UPDATE TAPE; <RETURN> WHEN READY. <RETURN> Insert the Update tape into the tape drive, making sure that the tape has been fully inserted. RETENSION TAPE FIRST? No <RETURN> The system will display the name and comment on the tape, as well as when the tape was last used. (Tape name) (Comment) LAST USED ON MM/DD/YY HH:MM AS SAVE TAPE The system will display the name of the file on the tape to be updated. In addition, the type of file is shown, the length, the current number of records, and the maximum number of records. You are prompted whether or not you wish to update each file. The default is "Yes", which displays automatically next to the UPDATE? prompt. 32

33 FILE TYPE LEN CURRENT MAXIMUM PRFILD DA/DA 9999/ / /99999 UPDATE? Yes [ANY KEY TO CONTINUE] <Hit any key> The system will display the names of the files that you have chosen to update and will prompt for the UPDATE command. PRFILD UPDATE? Yes <RETURN> The system then updates each file, displaying the file name as it updates. UPDATING PRFILD UTILITY COMMAND... When the file has been updated, the system will return to the UTILITY COMMAND prompt. Remove the tape from the tape drive and store it. 5. Turn all units online. UTILITY COMMAND...ON UNIT NR...0 FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...1 (If you have a second Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...2 (If you have a third Unit) FRACTION FULL DISPLAY...[Esc] UTILITY COMMAND...ON UNIT NR...3 (If you have a fourth Unit) FRACTION FULL DISPLAY...[Esc] Continue until ALL units are online. 33

34 6. Activate the system. 7. Run the job PRICING and select the appropriate menu options to perform the build or update for your pricing service. 8. Repeat Steps #4 through #7 for each tape received. COPY DISKETTE (FILE) FROM PC TO P21 Note: The JSB Multiview optional package is required for these procedures. 1. Start the JSB Multiview program as you would normally. If necessary, change to the appropriate subdirectory. The DOS prompt may vary depending on your PC configuration. C:\TERM>TERM The Terminal Emulation Options display automatically. Pressing any key will access the Prophet 21 System. 2. Run the job PRICING. 3. Select the menu option for your pricing service, and select the menu option Copy Diskette from the PC to P After choosing the option, a message displays while the PRFILD file on the Prophet 21 System is cleared. Please wait, clearing out file, "PRFILD". 5. When the file has been cleared, you are prompted to place the diskette you received from the pricing service in the floppy disk drive. Place diskette in drive. Strike any key to continue You are then prompted to enter the name of the PC file. The name of the pricing service file should be written on the diskette label. Enter PC file name:d:xxxxxxxx.xxx 34

35 D is the floppy disk drive letter (usually either A: or B:), and XXXXXXXX.XXX is the name of the file. You are then prompted for the file record length. Enter PC file record length:9999 The record length is indicated by the file layout. It is usually 128. Pressing [Enter] to enter the file record length begins the transfer process. A screen similar to the following displays to indicate the progress of the transfer. [Prophet 21/PC Link V2.10] Transferring [P21]:PRFILD From [PC]:C:\PRICING\XXXXXXXX.XXX Format:Ascii Block Length:128 Record Length:102 Records Read:9999 Records Written:9999 Records Skipped:9999 Data:XXXXXXXXXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX Exit Code:Transmission Complete 7. When the transfer is complete, the message "Transmission Complete" appears in the Exit Code field. The Pricing options menu will automatically be redisplayed. Choose the appropriate menu option to perform the build or update. Note: Repeat Steps #3 through #7 for each diskette received. COPYING MULTIPLE DISKETTES TO A SINGLE PC FILE PRIOR TO UPDATE If you receive multiple pricing service diskettes, it makes sense to combine the information on all of those diskettes into one file, and then update PRFILD. This saves you from having to transfer information into PRFILD, and then perform an update or build, for each diskette that you receive. Note: This procedure assumes that you have an IBM PC, XT, or AT (or 100% compatible) with DOS version 2.0 or higher. The following procedures assume some familiarity with DOS. If you are not comfortable manipulating files in the DOS environment (specifically copying files, changing directories, and issuing DOS commands), use these procedures with extreme caution. If you intend to use these procedures, you should write-protect the diskettes you have received from your pricing service to avoid any accidental deletions. If you do not know how to write-protect a diskette, you definitely should not attempt the following procedures. You are limited by the amount of disk space you have on your computer. If you have a hard disk, you should have no problem, no matter how many diskettes you receive. If you only have floppy diskette drives, you are limited by the amount of space you have on one diskette. If you are not sure whether you have a hard disk or not, try one of the following: 35

36 If the machine is not on, turn it on without any diskettes in it. If it starts up, and gives you the prompt "C:\>" or "C>", you have a hard disk. If the machine is on, try specifying the C drive, the usual drive letter for a hard disk drive. At a DOS prompt, enter "C:". A>C: [Enter] If you have a hard disk, the DOS prompt will change to a prompt that includes the letter "C". Otherwise, the following message displays. Invalid drive specification HARD DISK USERS If you have a hard disk, use the following instructions to combine your pricing service files. 1. Go to the hard drive. From any prompt, type in "C:". A>C: [Enter] If the DOS prompt already displays "C" as the first character, you can skip this step. 2. First, enter the command "PROMPT $P$G", so that the DOS prompt displays the full path of the current subdirectory. C>PROMPT $P$G [Enter] C:\> (This display will vary, depending on your system.) 3. Next, go to the root subdirectory (if you re not there already). C:\>CD\ [Enter] 4. Make a subdirectory for the pricing service files using the MkDir (MD) command. 36

37 C:\>MD PRICING [Enter] 5. Change to the new subdirectory ChDir (CD) command. C:\>CD PRICING [Enter] C:\PRICING> 6. Put the first diskette into the A drive, the top or left diskette drive, and run the DIRectory command. C:\PRICING>DIR A: [Enter] Volume in drive A has no label Directory of A:\ FILE DOC :10a 1 File(s) bytes free C:\PRICING> The filename ("FILE") displays in the first column. In DOS, files can also have an optional 3 character extension, "DOC" for the file in the example. When the file is named, the filename is written with the extension, separated by a period. For the file in the display above, the full name of the file is "FILE.DOC". Finally, the file size, , is also displayed. If there is no extension, just the filename is needed to identify the file. 7. Use the COPY command to copy the file from the diskette onto your hard drive. C:\PRICING>COPY A:filename.ext 1 file(s) copied. [Enter] C:\PRICING> "filename.ext" is the filename and extension of the file. This copies the file from disk drive A to the PRICING subdirectory on the hard drive. 8. Repeat Steps #6 and #7 for all of the diskettes you received. Write down the full name of each file as you copy it to the hard drive. 9. When all of the files have been copied to your hard drive, you use the COPY command to copy them all to a single file. To do this, you specify the COPY command with the name of each file, separated by a plus sign, and finally the name of the new file. Name it something that you will remember, since this is the file that you will then update to your Prophet 21 System. The full command is abbreviated as follows. 37

38 C:\PRICING>COPY /A filename + filename <...> + filename newfile 1 file(s) copied. [Enter] C:\PRICING> "filename" represents the full filename, including the extension if one exists. Notice that the new file name is separated from the last file in the list with only a space, and that each filename is separated from the plus sign with a space, both before and after. All of the files that you copied should be specified. Also, be sure to put the "/A" switch at the beginning of the command. 10. You can now proceed with updating the pricing service file from disk. When you are prompted for the PC filename, enter the filename, preceded by "C:\PRICING\". For example, if you named the new file "NEWFILE", specify the name as "C:\PRICING\NEWFILE". This tells the system that the file NEWFILE is in the PRICING subdirectory on your hard drive. SUBSEQUENT UPDATES The next time that you receive diskettes from this pricing service, you will follow the same steps. That is, you will copy all of the files from the diskettes you received into your PRICING subdirectory, and use the COPY command to copy them all into a single file. Before you copy them, you should delete all of the files from the last update that are in the PRICING subdirectory. Also, since you have already created the PRICING subdirectory, you do not have to create it again (i.e., you should skip Step #4). To delete all of the files in your PRICING subdirectory, follow the instructions below: 1. Follow Steps #1 and #2 in the preceding section, to go to your hard drive and change the DOS prompt to display the full subdirectory. 2. Go to the PRICING subdirectory using the ChDir command: C:\>CD\PRICING [Enter] C:\PRICING> The actual DOS prompt may vary. After executing the command, however, you should see the DOS prompt "C:\PRICING>". 3. Delete all of the files in this subdirectory. Note: If you do not see the DOS prompt "C:\PRICING>", do not execute this delete command. If you are in some other subdirectory, you may delete important information. C:\PRICING>DEL *.* Are you sure? Y C:\PRICING> [Enter] [Enter] 38

39 4. You should now proceed with copying each diskette, as described in Steps #6 through #10 in the preceding section, "Copying Multiple Diskettes to a Single PC File Prior to Update." PERFORMING A BUILD OR UPDATE SPECIFYING THE PRICING SERVICE In order to get to the perform or update options, you must select either Stock Items or Catalog Items from the main menu. Next, you select the pricing service you wish to use, and finally, from the menu for that pricing service, you perform the build or update. Before you perform the build or update, you must transfer the information that you received from your pricing service into the Prophet 21 file PRFILD. Use the appropriate instructions in the section "Transferring Data from Tape or Diskette." If you receive pricing service information on tapes, you must update PRFILD and perform the build or update for every tape you received. PERFORMING THE BUILD OR UPDATE Once you have transferred information into the file PRFILD, and have selected the appropriate pricing service menu, you select one of the build or update options from the menu. When you select one of these options, the system runs through the build or update procedure, checking to see if any of the item information in the file PRFILD differs from what is in the Stock/Catalog Item files, and must therefore be built or updated. If the system finds information that must be built or updated, it retrieves the first record of information that will be used from the file PRFILD, and displays the information in the appropriate Item Record format (either Catalog, Stock, or Customized). This allows you to make sure that your specifications have been set up properly before performing the build or update. Check the information displayed carefully, and if any of it is incorrect, you can opt not to proceed with the build/update. This allows you to go back and edit your specifications prior to performing the entire procedure. Sample item information display screens are shown as follows. When these screens display at the beginning of the build or update, they will contain information for the first record from PRFILD that contains usable information (i.e., information that can be built or updated.) 39

40 STOCK ITEM INFORMATION SALES INFO SCREEN STOCK ITEM DATA 1 ITEM CODE 2 DESCRIPTION 1 3 DESCRIPTION 2 4 SUBSTITUTE REF 5 VENDOR 6 ITEM # 7 PRODUCT GROUP 8 PROD GRP SORT CODE 9 VENDOR SORT CODE 11 SHORT CODE 10 SP-TYPE 12 MFG CODE SALES INFORMATION 13 UNIT NAME 20 BROKEN BOX PREMIUM 14 UNIT SIZE 21 PRICING SRVC CODE 15 COST-PRICE 22 ITEM SUB-GROUP 16 COL1-PRICE 17 COL2-PRICE 18 COL3-PRICE 19 DISCOUNT GROUP Strike any key for purchase info screen... Striking any key displays the Purchase Info screen, with information from the first pricing service record. 40

41 PURCHASE INFO SCREEN STOCK ITEM DATA 1 UNIT NAME 2 UNIT SIZE 3 PACKAGE SIZE 4 UNIT WEIGHT 5 VENDOR SUB-GROUP 6 LIST PRICE 7 STANDARD COST 8 YEAR-END COST 9 BASE COST 10 LAST COST 11 MOVING AV COST 12 COST POOL 13 DISCOUNT GROUP 14 DIRECT SUB REF Strike any key for multiple unit screen... Striking any key displays the Alternate Units screen, with information from the first pricing service record. ALTERNATE UNITS SCREEN STOCK ITEM DATA ALTERNATE UNITS 1 SKU 2 ALT 1 NAME 3 ALT 1 SIZE 4 ALT 2 NAME 5 ALT 2 SIZE 6 ALT 3 NAME 7 ALT 3 SIZE Proceed with build? (Y N): For the update procedure, the following prompt displays. Proceed with update? (Y N): 41

42 CATALOG ITEM INFORMATION SALES INFO SCREEN CATALOG ITEM DATA 1 ITEM CODE 2 DESCRIPTION 1 3 DESCRIPTION 2 4 SUBSTITUTE REF 5 VENDOR 6 ITEM # 7 PRODUCT GROUP 8 SORT CODE 9 SP-TYPE 10 CATALOG PAGE # 11 LAST CHANGE DATE (MM/DD/YY) 12 SHORT CODE 13 MFG CODE SALES INFORMATION 14 UNIT NAME 19 COL3-PRICE 15 UNIT SIZE 20 DISCOUNT GROUP 16 COST-PRICE 21 BROKEN BOX PREMIUM 17 COL1-PRICE 22 PRICING SRVC CODE 18 COL2-PRICE 23 ITEM SUB-GROUP Strike any key for purchase info screen... Striking any key displays the Purchase Info screen, with information from the first pricing service record. 42

43 PURCHASE INFO SCREEN CATALOG ITEM DATA 1 UNIT NAME 2 UNIT SIZE 3 PACKAGE SIZE 4 UNIT WEIGHT 5 VENDOR SUB-GROUP 6 LIST PRICE 7 STANDARD COST 8 BASE COST 9 LAST COST 10 DISCOUNT GROUP 11 DIRECT SUB REF Strike any key for multiple unit screen... Striking any key displays the Alternate Units screen, with information from the first pricing service record. 43

44 ALTERNATE UNITS SCREEN CATALOG ITEM DATA ALTERNATE UNITS 1 SKU 2 ALT 1 NAME 3 ALT 1 SIZE 4 ALT 2 NAME 5 ALT 2 SIZE 6 ALT 3 NAME 7 ALT 3 SIZE Proceed with build? (Y N): For the update procedure, the following prompt displays. Proceed with update? (Y N): CUSTOMIZED ITEM INFORMATION CUSTOMIZED ITEM DATA 1 ITEM 2 PART# 3 NON-STOCK DESC 4 NON-STOCK VENDOR 5 SALES UNIT NAME 6 SALES UNIT SIZE 7 SALES PRICE 8 SALES COST 9 DISCOUNT GROUP 10 PG SORT CD 11 CATEGORY Proceed with update? (Y N): If you enter Y to Proceed, the build/update is performed using the build/update specifications you entered. 44

45 BUILD NOTES A counter displays the number of records as they are being read and written. During a build, a count is printed as every one hundred records are read. =============================================================================== RECORDS PROCESSED RECORDS ADDED ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== When the build is complete, a summary report is printed, along with listings of the Vendors and Product Groups affected by the build. For a description of the reports that print, refer to the section "Build and Update Reports" later in this chapter. If a record is read and not added to the database, information from the pricing service record is printed on the report. Using the pricing service file layout, you can enter items manually using the Item module or the Catalog module. UPDATE NOTES Item Code changes are only reported; they are not performed. For stock items, all item code changes must be performed using the Item-Change module. If the record did not get updated with the changes, the following message prints. *ERROR * RECORD NOT UPDATED, ENTER CHANGES MANUALLY Update specifications should agree with the build specifications. For example, an Item Code built with Manufacturer Code and Catalog# cannot be updated from an Item Code with just the Catalog#. Records coded as new or added are displayed in the pricing service format. These records should be added manually if needed. All changes to Stock Items are recorded in the Item Alteration Register in the Item module. Changes to either the Standard Cost or the Moving Average Cost of Stock Items, depending on what the Company Record specifies, are recorded in the Item Cost Change Register in the Item module. When Catalog Items are updated, the Last Change Date field in the catalog record is updated to reflect the date of the update. Possible error messages are described in the section "Error Messages" later in this chapter. 45

46 During an update, certain fields that offer indexes to the item information, if updated, may be duplicates of existing items. For instance, the Prod Grp Sort Code field must be unique within a product group. If you have entered specifications that update the Prod Grp Sort Code field, the update information may duplicate existing item information. If this happens, the system saves that pricing service record to a temporary file, and proceeds with the update. When the update is finished, the system then goes back to the temporary file, and tries to update the items using the records that are in the temporary file. If the system cannot update the item information using the data from the pricing service, it generates a unique value for the field, and prints a message stating the value from the pricing service and the new value. This process applies to the following fields for both Stock and Catalog Items: Prod Grp Sort Code, Item #, and Vendor Sort Code. The following message displays if the system cannot generate a unique Item #. FAILURE TO ADD NEW VEND#-ITEM# XREF. ITEM: XXXXXXXXXXXXXXXXXXXXXXXXX The following message displays if a new ITEM # is generated, showing the original value and the new value. UNIQUE ITEM#: XXXXX GENERATED FOR ITEM: XXXXXXXXXXXXXXXXXXXXXXXXX INITIAL ITEM# XXXXX The following message displays if a new Item # is generated, but the system could not change the field in the item record. FAILURE TO ALTER ITEM# IN DATA RECORD. ITEM: XXXXXXXXXXXXXXXXXXXX ENTER ITEM# MANUALLY ITEM#: XXXXX You should edit the ITEM # for this Item manually. 46

47 The following message displays if the system cannot generate a unique VENDOR SORT CODE. FAILURE TO ADD NEW VEND#-VEND SORT CODE XREF. ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX The following message displays if a new VENDOR SORT CODE is generated, showing the original value and the new value. UNIQUE VENDOR SORT CODE: XXXXXXXXXXXX GENERATED FOR ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX INITIAL VENDOR SORT CODE: XXXXXXXXXXXX The following message displays if a new VENDOR SORT CODE is generated, but the system could not change the field in the item record. FAILURE TO ALTER VEND SORT CODE IN DATA RECORD. ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX ENTER VEND SORT CODE MANUALLY VEND SORT CODE: XXXXXXXXXXXX You should edit the Vendor Sort Code for this item manually. 47

48 The following message displays if the system cannot generate a unique Prod Grp Sort Code. FAILURE TO ADD NEW PRODUCT GROUP SORT CODE XREF. ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX The following message displays if a new Prod Grp Sort Code is generated, showing the original value and the new value. UNIQUE PRD GRP SORT CODE: XXXXXXXXXXXX GENERATED FOR ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX INITIAL PRD GRP SORT CODE: XXXXXXXXXXXX The following message displays if a new Prod Grp Sort Code is generated, but the system could not change the field in the item record. FAILURE TO ALTER PRD GRP SORT CODE IN DATA RECORD. ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX ENTER PRD GRP SORT CODE MANUALLY - PRD GRP SORT CODE: XXXXXXXXXXXX You should edit the PROD GRP SORT CODE for this item manually. BUILD AND UPDATE CONCURRENTLY The concurrent build and update option allows you to create new Item Records for new items that are encountered while you are updating your Catalog or Stock Item database. Normal updates only report the existence of new items in the data from your pricing service, and you must enter the new items manually. When an item is built during the concurrent build and update, the system uses the build specifications for this pricing service, not the update specifications. If for any reason you need to build items for this pricing service using specifications other than the standard build specifications, you should not choose this option. BUILD AND UPDATE REPORTS During builds and updates, a summary report is produced automatically to indicate the progress, and to notify you of any errors encountered during the procedure. During a build, two additional reports are produced, showing the vendors and the product groups that were affected by the build. These lists follow the build summary report. These reports should be printed to a printer for your information, and to retain a copy of any error messages that occurred. When you select a build or update option, printer options display automatically. 48

49 STOCK ITEM BUILD REPORT: SAMPLE VENDOR SUMMARY REPORT: SAMPLE The message * NO RECORD EXISTS may appear next to a Vendor. For Vendors with this message, records must be created using the Vendor module. PRODUCT GROUP SUMMARY REPORT: SAMPLE The message * NO RECORD EXISTS may appear next to a Product Group. For Product Groups with this message, it is for informational purposes and records do not need to be created. 49

50 STOCK UPDATE REPORT: SAMPLE This report prints after an update to show the OLD Standard and Moving Average Costs and the NEW Standard and Moving Average Costs for each item. Note that if no OLD or NEW costs are shown for an item, the item in question was not affected by the update. ERROR MESSAGES ** DUPLICATE VEN#-ITM# ** ITEM LOST: (item code) (vendor#-item#) DESC LOST: (description) ITEM KEPT: (item code) (vendor#-item#) DESC KEPT: (description) Fix: If the Vendor#-Item# already exists, this message displays, along with the pricing service information for the item. * ERROR N * CROSS REFERENCE NOT CREATED FOR ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX VENDOR: XXXXXX ITEM#: XXXXX or PROD GROUP: 9999 SORT CODE: Fix: Modify the item using the Item module or the Catalog module. * ITEM CODE TRUNCATED * ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX FULL CODE: XXXXXXXXXXXXXXXXXXXXXXXXXX Fix: For stock items, the Item Code can be edited using the Item-Change module. 50

51 * DESC 1 TRUNCATED * ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX FULL DESC: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Fix: The Item Description can be edited using the Item module or the Catalog module. * ERROR N * DUPLICATE ITEM CODE ITEM LOST: XXXXXXXXXXXXXXXXXXXXXXXXXX DESCRIPTION LOST: XXXXXXXXXXXXXXXXXXXXXXXXXXX ITEM KEPT: XXXXXXXXXXXXXXXXXXXXXXXXXX DESCRIPTION KEPT: XXXXXXXXXXXXXXXXXXXXXXXXXXX Pricing Service record printed Fix: The item must be entered with a unique code using the Item module or the Catalog module. * ITEM CODE NOT FOUND FOR SEQ# NN Pricing Service record printed Fix: Use the pricing service file layout to get the item information from the record and enter the item using the Item module or the Catalog module. * GENERIC ITEM GIVEN ITEM CODE: Z-XXXXXXXXXXX Fix: For stock items, the Item Code can be edited using the Item-Change module. USER-DEFINED PRICING SERVICES USER-DEFINED PRICING SERVICES MAIN MENU 51

52 The screen/menu for each option is shown on the following pages:. SELECT A PRICING SERVICE This screen appears as the first screen when you select the Enter, Edit, or Add options for User-Defined Pricing Services. It is used to specify the Pricing Service being entered or edited, and various parameters for the use of the pricing service. PRICING SERVICE SPECIFICATIONS: ENTER/EDIT/ADD 1 SERVICE CODE 99 2 SERVICE NAME XXXXXXXXXXXXXXXXXXXX 3 KEY FIELD XXXXX (IT VN-IT) 4 ALT SPEC X (Y N) 5 BYTE OFFSET 9999 FIELD Service Code specifies the pricing service you will be working with, and can be any number from 4 to 99. A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. Upon entry of a Service Code, the Pricing Service Name is displayed for verification if that pricing service exists. Otherwise, you are prompted for the Service Name. This is a 20-character field. Key Field specifies whether the Item Code or Vendor#-Item# is used as the key field. A Key Field Options key displays automatically. Key field options IT = item code VN-IT = vendor#-item# Alt Spec determines whether alternate update specifications, specified by the Pricing Srvc Code field in the item record, are used when performing User-Defined updates. An Alternate Specifications key is automatically displayed. 52

53 Alternate Specifications: Y = update uses standard or alternate specifications, determined by the PRICING SRVC CODE field in the Item record N = update is restricted to standard specifications only If set to Y, any Pricing Service Code greater than 3 which is specified in the Pricing Srvc Code field in the item record will be used to update the item record. If set to N, alternate specifications will not be used. 53

54 Byte Offset allows the Copy Diskette from PC to P21 option to skip a variable length header record on a diskette. A Byte Offset key is automatically displayed. Byte Offset If this service is loaded via a diskette and the diskette contains a header record, this field should equal the length of the header record. ENTER FIELD SPECIFICATIONS When you first select this option, the Select Pricing Service screen displays automatically. After you have entered all of the pricing service information, pressing [Enter] at the Field prompt displays this screen, prompting you for the first Field Name. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# FIELD NAME XXXXXXXXXXXXXXX 2 START POSITION END POSITION ACS FIELD TYPE X (A B C D E) 6 EXTENDED MODE X (Y N) 8 CONV FACTOR X (Y N) 7 VALUE TABLE X (Y N) 9 FILTER TABLE X (Y N) FIELD: The User-Defined Pricing Service specifications screens are divided into three parts: the top line shows Service Name for verification; the top "window" shows the file layout of the pricing service; and the bottom "window" displays fields which define each field in the pricing service file layout. When you are entering a new user-defined pricing service, these fields are presented one at a time. As each field in the file layout is entered, it displays in the file layout "window." Before entering pricing service specifications, be sure to have your pricing service s packet of information in front of you. In particular, you will need the file layout for this pricing service, which contains a full description of the pricing service file layout, including field names, field definitions, field lengths, and so on. 54

55 You may also find it helpful to print a few records from the pricing service file before beginning. This can be accomplished by: 1. Updating PRFILD, following the instructions in the section "Transferring Data from Tape or Diskette". Use the method that applies to the medium on which you received the pricing service information. 2. Using the Print Contents of the Source Data File ( PRFILD ) option, print out some of the records in the file PRFILD. This is the pricing service information the system will use to perform the build/update. For more information, refer to the section "Print Contents of the Source Data File ( PRFILD )." EXPLANATION OF THE USER-DEFINED PRICING SERVICE FIELDS Field Name specifies the name of the field in the Pricing Service Record. The Field Names are specified in the pricing service file layout. This name is displayed for your information when you are editing the build or update specifications for this pricing service. All the characters in a pricing service record are numbered, starting with number 1. The Start Position and End Position fields are used to indicate the location of the field in the pricing service record. Start Position is the position of the first character in the field. End Position is the position of the last character in the field. The start and end positions may be specifically identified in the pricing service file layout. If the start and end positions are not specified, the field lengths are given, and the start and end positions can be calculated from these. For example, if the file layout from the pricing service indicated the lengths of the fields, you could calculate the start and end positions from those lengths. Field Names Length Vendor 6 Stock Number 26 Description 27 The following start and end positions would apply: Field Names Start and End Positions Vendor Start Position is 1 End Position is 6 Stock Number Start Position is 7 End Position is 32 Description Start Position is 33 End Position is 59 Note: The general formulas for calculating the starting and ending positions based on field lengths can be stated as follows: Starting Position = Ending position of previous field + 1 Ending Position = Starting position + Field Length

56 Field Type indicates the type of information contained in the field. A Field Type Options key displays automatically. Field Type Options A = no specific type B = vendor number C = item number D = decimal required E = item code Fields in the file layout information you enter must be specified as the key fields for the pricing service. If the key field is Item Code, one of the fields in the file layout must be assigned a Field Type of E. Likewise, if the key field is Vendor#-Item#, Vendor# and Item# fields must be specified. The key field is determined by the Key Field, in the pricing service header information. If a field uses an implied decimal, you must specify a Field Type of D, and the number of decimal places to be used. The number of decimal places automatically defaults to 2. When you specify type D, the following prompt displays next to the Field prompt whenever you edit this field. "D" to edit # of decimal places: 99 The current number of decimal places is shown next to the prompt. To edit this number, enter D at the Field prompt. For more information on key fields and implied decimals, refer to the Introduction section. ACS FIELD TYPE allows the system to internally identify the fields necessary for processing. An ACS Field Type Options key displays automatically. ACS Field Type Options A = no specific type B = product code C = vendor code D = UPC E = description For example, the system uses the start and end positions of the fields defined as product and vendor codes to location the data need to build and APC code (vendor code + product code). Only one field per service should be defined for each type. Extended Mode is used to indicate whether additional portions of the pricing service record are to be included as part of this field. For example, this would allow the item code to be built from 2 or 3 portions of the pricing service record. If Y, additional segments of the Pricing Service Record are to be included as part of this field. If N, additional segments are not included. If Extended Mode is set to Y, the Auxiliary Position fields display when you press [Enter] at the Field prompt. 56

57 A Value Table can be specified for any field in the pricing service record. It is used to translate alphanumeric data (up to four characters) into numeric data. This would be useful when a pricing service s data contains alphanumeric codes that need to be translated into numeric fields on your Prophet 21 System, like Sales Class or Discount Group. This table could also be used to translate change codes (discontinued items, unit of measure change, etc.) into a two-digit Item Sub-Group in the Catalog or Item Record. Items can then be listed, fast edited, or purged (Catalog only) by limiting the Item Sub-Group parameter. If Value Table is set to Y, the Value Table fields display when you press [Enter] at the Field prompt. A Conversion Factor (Conv Factor) can be specified for any field in the pricing service record. Any numeric field (prices and costs) can have another field from the record specified as a conversion factor. The conversion factor can be multiplied or divided by the numeric field. This can be useful for items that have a list price and cost in terms of two different units. If Conv Factor is set to Y, the Conversion Factor fields display when you press [Enter] at the Field prompt. A Filter Table can be specified for any field in the pricing service record. This enables you to filter (un)wanted records when performing a user defined build/update. You can include/exclude those records with user defined data in the designated filter table field. If Filter Table is set to Y, the Filter Table fields display when you press [Enter] at the Field prompt. Note: Only one of these four fields (Extended Mode, Value Table, Conv Factor, Filter Table) can be set to Y. If one of them is already set to Y, then the other three cannot be changed. As each field in the pricing service file layout is entered, pressing [Enter] at the Field prompt records the field in the file layout window. All of the fields in the file layout are automatically sorted according to their starting positions when you exit the Enter procedure. Any duplicate starting positions are stored at the end, along with any constants. 57

58 AUXILIARY POSITIONS PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# 999 AUXILARY POSITIONS START END START END FIELD: Auxiliary Positions are used to specify the starting and ending positions of additional portions of the pricing service record to be included as part of the current field. You can specify up to eight (8) Auxiliary Positions. The Start and End columns are used to specify the start and end positions of each auxiliary position. Using Auxiliary Positions does not alter the way in which you enter specifications, nor does it affect the data you receive from your pricing service. It simply changes the "source" information that the system uses to build/update the specified field. In addition to other parts of the pricing service record, you can also specify Auxiliary Positions as blanks, or as constants, which are used every time the field is used. To enter a string of blanks as an Auxiliary Position, specify B as the Start value, and the number of blanks you want as the End value. For example, to get 6 blanks to appear as part of the field, specify B in the Start column and 6 in the End column. The blanks will appear in the character following the end of previous Auxiliary Position, or at the end of the regular field, if you specify blanks for the first Auxiliary Position. To enter a constant value as an Auxiliary Position, specify C as the Start value, and the string you want for a constant as the End value. The string can only be four (4) characters long, but to specify longer constants, simply create as many constant Auxiliary Positions as required. For example, to get the constant MFG to appear as part of the field, specify "C" in the Start column and "MFG" in the End column. 58

59 VALUE TABLE PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# 999 VALUE TABLE DATA VALUE DATA VALUE 1 XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX 9999 FIELD: The Data column holds the characters to be translated, and the corresponding Value field holds the translated value. Up to ten alphanumeric Data values can be translated into numeric Values. Each Data value can have a maximum of four characters. Value can range from 1 to

60 CONVERSION FACTOR PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# 999 CONVERSION FACTOR FIELD: 1 START POSITION END POSITION DECIMAL PLACES 9 4 FACTOR XXXX (MULT DIV) Start Position and End Position specify the position of the data to be used as a conversion factor. Decimal Places allows you to specify the proper decimal place for fields that have implied decimals (i.e., where the decimal place is not included in the pricing service information.) Factor specifies whether the value in this Conversion Factor field is multiplied by or divided into the data from the corresponding field. 60

61 FILTER TABLE PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# 1 ** FILTER TABLE ** 1 INCLUDE/EXCLUDE X (I E) DATA 2 XXXX 7 XXXX 3 XXXX 8 XXXX 4 XXXX 9 XXXX 5 XXXX 10 XXXX 6 XXXX 11 XXXX FIELD: Up to ten Data fields can be defined. Each Data field can have a maximum of four characters. Any field with nothing but spaces must be defined with a lower case b as the first, and only, character in the field. Include/Exclude tells the system to either process or skip records if the data in the positions designated as the filter table field matches the defined data fields. 61

62 EDIT FIELD SPECIFICATIONS When you first select this option, the Select Pricing Service screen displays automatically. After you have selected a pricing service, and edited any of the pricing service information, pressing [Enter] at the Field prompt displays this screen with the first 10 fields from the pricing service. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# "D" to Delete a field To edit a pricing service field, specify the corresponding Sequence Number. The pricing service information for that field displays automatically. You can edit any of the fields. For an explanation of each field, refer to the previous section on entering a pricing service. Pricing service specifications display in pages of ten (10). To display the next page, press [Esc]. Pressing [Esc] at the last page of specifications takes you back to the first page. 62

63 Entering D at the Seq# prompt allows you to delete a field. Entering a D displays the following prompt. Delete Seq#: Enter the Sequence Number of the field you wish to delete. Entering a valid Sequence Number displays the pricing service information for that field for verification. The Proceed with Deletion prompt displays at the bottom of the screen. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq#: FIELD NAME XXXXXXXXXXXXXXX 2 START POSITION END POSITION FIELD TYPE X (A B C D E) 5 EXTENDED MODE X (Y N) 6 VALUE TABLE X (Y N) 7 CONV FACTOR X (Y N) PROCEED WITH DELETION (Y N)?... Entering N takes you back to the Seq# prompt without deleting the field. Entering Y deletes the field. If a field is deleted, all of the remaining pricing service fields are resequenced automatically. If any of the fields have Extended Mode, Value Table, or Conv Factor set to Y, pressing [Enter] at the Field prompt displays the corresponding screen. Otherwise, pressing [Enter] at the Field prompt takes you back to the Seq# prompt, to edit another field. Pressing [Enter] at the Seq# prompt takes you back to the User Defined Pricing Services main menu. 63

64 ADD FIELD SPECIFICATIONS When you first select this option, the Select Pricing Service screen displays automatically. After you have selected a pricing service, and edited any of the pricing service information, pressing [Enter] at the Field prompt displays this screen with the last 10 fields from the pricing service, prompting you to enter new fields. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX =============================================================================== Seq# Field Name Start End Fld Ext Value Conv Pos Pos Type Mode Table Factor =============================================================================== Seq# FIELD NAME XXXXXXXXXXXXXXX 2 START POSITION END POSITION FIELD TYPE X (A B C D E) 5 EXTENDED MODE X (Y N) 6 VALUE TABLE X (Y N) 7 CONV FACTOR X (Y N) FIELD: For an explanation of these fields, refer to the section "Enter Pricing Service and Field Specifications." DELETE A USER-DEFINED PRICING SERVICE PRICING SERVICE SPECIFICATIONS: DELETE 1 SERVICE CODE 99 2 SERVICE NAME XXXXXXXXXXXXXXXXXXXX 3 KEY FIELD XXXXX (IT VN-IT) 4 ALT SPEC X (Y N) 5 BYTE OFFSET 9999 PROCEED WITH DELETION (Y N)?... A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. The Proceed with Deletion prompt displays automatically. Entering N takes you back to the User Defined Pricing Services main menu without deleting the pricing service. Entering Y deletes the pricing service. 64

65 PRINT A USER-DEFINED PRICING SERVICE MASTER LIST USER DEFINED PRICING SERVICE MASTER LIST 1 START 2 END FIELD: Start and End are used to specify a range of Pricing Service Codes. All of the pricing services whose Codes fall within this range will print. A sample Pricing Service Master List is shown as follows. PRICING SERVICE MASTER LIST: SAMPLE USER-DEFINED PRICING SERVICE MAPPING OPTIONS The Map option is used to link multiple pricing service records under one pricing service code. The Map/assign is used to link multiple records for one wholesaler under one pricing service code. 65

66 MAP MULTIPLE RECORDS UNDER ONE PRICING SERVICE MAP MULTIPLE RECORDS UNDER ONE PRICING SERVICE 1 SERVICE CODE (99) 2 SERVICE NAME XXXXXXXXXXXXXXXXXXXX 3 MULTIPLE SERVICE (Y N) FIELD: A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. Upon entry of a valid Pricing Service Code, the Pricing Service Name displays for verification. Multiple Service allows you to link associated retail and wholesale pricing service records together. This gives you the ability to build/update from any combination of these associated pricing service records. Up to 15 associated pricing service records can be specified. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX Service Code Record Code XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX 9 Seq#: "D" to Delete Service Code is the Pricing Service Code. A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. Record Code is the Record Code Indicator as specified in the pricing service file layout. 66

67 MAP MULTIPLE RECORDS FOR ONE WHOLESALER MAP MULTIPLE RECORDS FOR ONE WHOLESALER 1 SERVICE CODE 99 2 SERVICE NAME XXXXXXXXXXXXXXXXXXXX 3 KEY FIELD XXXXX (IT VN-IT) 4 ALT SPEC X (Y N) 5 BYTE OFFSET 9999 FIELD A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. Upon entry of a valid Pricing Service Code, the Pricing Service Name displays for verification. Associated wholesale pricing service records can be linked together. This gives you the ability to build/update from any combination of these associated pricing service records. Up to 5 associated pricing service records can be specified. For an explanation of these fields, refer to the Select a Pricing Service section. PRICING SERVICE: XXXXXXXXXXXXXXXXXXXX Service Code XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX Seq#: "D" to Delete Service Code is the Pricing Service Code. A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. SPECIAL FEATURES ALTERNATE UPDATE SPECIFICATIONS The Alternate Update Specifications options are used to set up an alternate set of specifications to be used when updating your Item database. The Alternate Update Specifications are used if the Pricing Srvc Code field in the Item Record is set to the Pricing Service Code for these alternate specifications. By specifying a Pricing Service Code in the Item Record, different update specifications can be used for different items. There are 67

68 three different options that you use to manipulate alternate update specifications: Create, Delete, and Edit. The Create option is used to copy existing specifications to another Pricing Service Code. You can then edit these specifications without altering your "standard" specifications. If alternate Pricing Service Codes have been specified using the Pricing Srvc Code field in the Item record, and the Pricing Service Code specified does not exist, the following message prints. FAILURE TO READ SPEC #: 999 ITEM UPDATE NOT PERFORMED ON ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXXX If Pricing Srvc Code is set to 0 (the default), the standard update specifications are used. CREATE ALTERNATE SET OF UPDATE SPECIFICATIONS CREATE ALTERNATE UPDATE SPECIFICATIONS This option allows the user to create an alternate set of update specifications, which can be used instead of the standard specifications to update item information. These alternate specifications can then be edited using the Alternate "Update" Specifications option. SPECIFY ALTERNATE PRICING SERVICE CODE: Alternate Update specifications for the Pricing Service are assigned a Pricing Service Code. This code is used to identify the service during the update. If the Code entered already exists, the following message displays, and you must enter a new code. SERVICE CODE ALREADY IN USE!! Upon entry of a unique code, the following prompt displays. Proceed with copy? (Y N)... Entering "Y" copies the existing specifications to the new Pricing Service Code. Entering "N" stops the copy. 68

69 If "Y" was entered, the following message displays while the specifications are being copied. Copying alternate update specifications... When the copy has finished, the following message displays. Done. Striking any key takes you back to the main menu for your pricing service. These alternate update specifications can be viewed or edited using the Alternate Item Update Specifications option. DELETE ALTERNATE SET OF UPDATE SPECIFICATIONS DELETE ALTERNATE PRICING SERVICE CODE: 99 Enter the Pricing Service Code of the alternate set of specifications to be deleted. Upon entry of an existing Pricing Service Code, the following message displays. Proceed with deletion? (Y N)... Entering "Y" deletes the specified set of alternate specifications. Entering "N" stops the deletion. 69

70 If "Y" was entered, the following message displays. Deletion of alternate pricing service code in progress When the deletion is complete, the following message displays. Done. Striking any key takes you back to the main menu for that pricing service. ALTERNATE ITEM UPDATE SPECIFICATIONS Alternate update specifications are used to set up different update specifications for certain items. During an item update, alternate specifications will be used for those items that have the Pricing Srvc Code field in the item record set to an alternate specifications Pricing Service Code. These specifications can be edited in the same way as the standard specifications. ALTERNATE PRICING SERVICE SELECTION ENTER ALTERNATE PRICING SERVICE CODE: Upon entry of a valid Pricing Service Code, the alternate item specifications are displayed. Alternate Update Specifications can be edited in the same manner as regular update specifications for the pricing service. For more information on editing specifications, refer to the chapter "Entering Specifications." 70

71 CUSTOMIZED ITEM UPDATES CUSTOMIZED ITEM UPDATE SPECIFICATIONS The Customized Item Update Specifications option is used to set up specifications for updating your customized item database. CUSTOMIZED ITEM UPDATE SPECIFICATIONS SERVICE ( 99) XXXXXXXXXXXXXXXXXXXX SEQ# NAME SEQ# NAME SEQ# NAME 1 XXXXXXXXXXXXXXX 6 XXXXXXXXXXXXXXX 6 XXXXXXXXXXXXXXX 2 XXXXXXXXXXXXXXX 7 XXXXXXXXXXXXXXX 7 XXXXXXXXXXXXXXX 3 XXXXXXXXXXXXXXX 8 XXXXXXXXXXXXXXX 8 XXXXXXXXXXXXXXX 4 XXXXXXXXXXXXXXX 9 XXXXXXXXXXXXXXX 9 XXXXXXXXXXXXXXX 5 XXXXXXXXXXXXXXX 10 XXXXXXXXXXXXXXX 10 XXXXXXXXXXXXXXX SALES INFO SEQ# NAME SEQ# NAME 1 ITEM 11 CATEGORY 2 PART# 3 DESCRIPTION 4 NS VENDOR 5 UNIT NAME 6 UNIT SIZE 7 PRICE 8 COST 9 DISC GROUP 10 PG SORT CD FIELD: Customized Item Update Specifications can be edited in the same manner as regular update specifications. For more information on editing specifications, refer to the chapter "Entering Specifications." Customized items may only be updated if the selected pricing service s Key Field is set to IT. Otherwise, the following message is displayed and you will be unable to continue:. CUSTOMIZED ITEMS CAN ONLY BE UPDATED IF THE SERVICE CODE S KEY FIELD IS SET TO "IT"! Key Field is set when entering/editing the pricing service file layout. 71

72 PERFORM CUSTOMIZED ITEM UPDATE When you run a Customized Item Update, you are prompted for the customer with Customized Items whose Part#s are being updated. A Customer Control Record must be set up for the customer in the Cust-Ctrl module. ENTER CUSTOMER CONTROL CODE: XXXXXX The update begins upon entry of a valid Customer Control Code. For more information on running a Customized Item Update, refer to the chapter "Performing a Build or Update." PROMOTIONAL ITEM UPDATE OVERVIEW Some wholesalers and manufacturers offer discounts for promotional items. They send you this information on a tape or diskette, which you can then use to update your item information. For example, United Stationers offers "C-90" items, Boise Cascade offers "Action Items," and so on. These promotional items are promotional for a limited time, and during the promotional period they are priced according to a promotional pricing schedule, which includes discount prices and quantity breaks that apply only to that particular item. For some manufacturers or wholesalers, they also include a special promotional prefix to the Item Code, which identifies the item as a promotional item. On the Prophet 21 System, this prefix does not affect the regular Item Code, but appears on purchase orders and electronic purchase orders. Using this option, a temporary Sales Pricing Schedule is created automatically during the update for each promotional item. After setting up your customers to be priced according to the promotional Sales Pricing Schedules, promotional items will be priced according to these temporary Sales Pricing Schedules for the duration of the promotional period. These promotional Pricing Schedules are identified by: a Schedule number, which should be one unique value for all of the promotional Pricing Schedules; a Vendor number, which is optional; and a Discount Group number. You specify the starting Discount Group number, and each new schedule increments that Discount Group number by one. This incremented Discount Group number is used to update the Discount Group field in the item record. Each item is then associated with one Sales Pricing Schedule using this unique Discount Group number and the promotional Schedule number. To transfer this promotional information to the Prophet 21 System electronically, set up a User-Defined Pricing Service based on the file information provided by the manufacturer or wholesaler, enter update specifications which include specifications for creating temporary promotional Sales Pricing Schedules, and perform the update. During the update, individual Sales Pricing Schedules are created for every promotional item. If the item is normally priced using a Sales Pricing Schedule, the regular Discount Group number is saved until the promotional Sales Pricing Schedule is purged, at which time the regular Discount Group number replaces the promotional Discount Group number. Once this update has been performed, these promotional items will be priced according to the promotional Pricing Schedules, for all versions of order entry, and for pricing and availability. Also, if the promotional 72

73 items require an item prefix, an item prefix will appear before the item codes on every purchase order and electronic purchase order. At the end of the promotional period, purge all of the promotional Pricing Schedules, which will restore the regular Discount Group numbers. All that is required to set up the system for the next promotional period is the new tape/diskette, and the new Item Prefix, if you are using one. All of the other specifications are in place, and running a promotional item update creates all of the new Pricing Schedules for the new promotional period. ENTERING PROMOTIONAL UPDATE SPECIFICATIONS Promotional Update Specifications include the standard SALES INFO, PURCHASE INFO, and ALTERNATE UNITS screens. There is also a screen that is used to specify information used to create the promotional pricing schedules. STOCK ITEM UPDATE SPECIFICATIONS SERVICE ( 99) XXXXXXXXXXXXXXXXXXXX SEQ# NAME SEQ# NAME SEQ# NAME 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX 99 XXXXXXXXXXXXXXX DISC SCHEDULE DISC PRICE BREAKS (EXCLUSIVE) 1 SCHD VENDOR XXXXXX START DISC GRP PROMO TYPE X (C N) PROMO PREFIX XXXXXXXXXX BUTTED PART NO. X (Y N) FIELD: The Disc Schedule screen is used to enter Pricing Service specifications and other information that is used to create temporary Sales Pricing Schedules for promotional items. The Schd, Vendor, Start Disc Grp, and Promo Type fields do not use specifications from the Pricing Service Record. They function like constant fields, with every item using a specific value. However, the Disc Price and Breaks fields use the specification fields to update the discount prices and the discount breaks in the Sales Pricing Schedules. These fields use information from the Pricing Record to create the Sales Pricing Schedules. Schd designates the Sales Pricing Schedule number that will be used when creating the promotional Sales Pricing Schedules. Vendor corresponds to the Vendor ID or Vendor Number. Vendor can be left blank, if desired. Start Disc Grp specifies the starting Discount Group number. As each Sales Pricing Schedule is built, the Discount Group number is incremented by 1 to create a new Discount Group number, starting with the Discount Group number entered in this field. Discount Group numbers created during the update cannot 73

74 duplicate any existing Discount Group numbers for this Schd-Vendor combination. If the Discount Group number already exists, the number is incremented until a unique Discount Group number is found. The new Discount Group number is used to update the Discount Group field in the common item record. The old Discount Group number is saved, and is restored to this field when the promotional Sales Pricing Schedules are purged. Promo Type is used to designate special item types. These items will include a prefix when printed on a purchase order. Only one of the 2 choices given can be used to fill this field. A Promo Type Options key displays automatically. Promo Type Options C = United Stationers C-90 Items N = No promotional type C indicates that these items are United Stationers C-90 Items. N indicates that these items do not have a special type. If C is selected, the Promo Prefix and Butted Part No. fields display automatically. Promo Prefix is a 10- character field that is used to specify a prefix to the item code that identifies these items as promotional items. The Promo Prefix field will not display if Promo Type is set to N. The Promo Prefix will only print on purchase orders and electronic purchase orders. Butted Part No. is a 1 character field. It is used to specify whether or not your United Stationers items were built using a butted part number or an unbutted part number. Unbutted part numbers contain slashes, dashes, and spaces, while butted part numbers do not contain these characters. The "C-90", or promotional item, diskette from United Stationers contains specifications for unbutted part numbers only. If you used butted numbers to build your Stock Item Codes, specify Y in this field to indicate that the unbutted part numbers contained on the "C-90" diskette must be converted to butted part numbers for the purposes of this update. If you already use unbutted part numbers, specify N in this field to indicate that no conversion is necessary. Specifying C in Promo Type also sets the SP-Type of these items to 90. When purchase orders are printed, any items with an SP-Type of 90 will include the specified prefix. 74

75 When a Sales Pricing Schedule is created using this update option, some of the fields in the Sales Pricing Schedule are specified by the update specifications; others are constant. The following list shows how each field is updated. SCHD VENDOR GROUP Specified in update specifications Specified in update specifications Beginning with number specified in update specifications, and incremented by one for each new item MJR GRP Constant, set to 0 BASIS TOTAL DISC TYPE Constant, set to PIECE Constant, set to ITM Constant, set to PRICE Constant, left blank The Disc Pric/Mult/Diff fields and the Breaks fields are updated using the specifications entered on the Disc Schedule screen. For more information about these Sales Pricing Schedule fields, refer to the Pricing Schedules and Override Tables manual. When an item is updated using this option, the Discount Group number specified in the Common Item Record is saved, and the Discount Group field is updated with the new Discount Group number. This value will be restored to the Discount Group field when the promotional Sales Pricing Schedules are purged. This allows you to specify a special pricing schedule for promotional purposes, and then to return to the regular pricing schedule automatically after the promotion has ended. SUGGESTIONS ABOUT USING THE PROMOTIONAL ITEM UPDATE The following notes have been added to suggest various ways to make maintaining your promotional items easier. If you will be updating your costs as well as creating Sales Pricing Schedules for your prices, it is recommended that you save your regular item cost into an unused cost field. By doing so you are able to save the regular cost while using the promotional cost during the promotional period. If you are using an unused cost field, you can maintain a current cost in that field by modifying your standard Stock update specifications, and performing standard updates to update this cost. At the end of the promotional period, you can move the regular cost back into your cost field, if necessary. Use the Multiply Prices/Costs by a Factor option in the Item module. To store the regular cost, specify the regular cost as the SOURCE-FIELD, and enter a factor of 1.00 in the cost field you will be using to store the regular cost. To restore this value, specify the cost field you used to save the cost, and enter a factor of 1.00 in your regular cost field. If you are updating your catalog items, you can specify a constant in the Purchase Info DISC GRP field, making this field the same value for all of your promotional Catalog items. This will allow you to use the Purchase Discount Group field as a parameter for fast edits, cost changes, and catalog lists. Since this field is 75

76 not used in conjunction with Catalog items, but might be used for stock items, assigning a constant to the Purchase Discount Group of your stock items should be done with caution. However, if this field is not being used for your promotional stock items, you can assign a constant to this field and use it as a parameter for fast edits, cost changes, and item lists. EXPLANATION OF PROMOTIONAL ITEM UPDATE The following paragraphs outline the steps that should be taken to set up and maintain your promotional item information. This information includes set up information that will be entered only once, unless it changes, and procedures that must be followed each time a promotional update is performed. These steps are in sequential order. Setting Up Promotional Item Information Note: These steps are performed only ONCE. 1. All of the promotional items that you will be updating should exist already, i.e., items from the wholesalers should be built before this update option is used. 2. Enter a new user-defined pricing service, using the file layout provided with the tape/diskette from the manufacturer/wholesaler. The Pricing Service Code used to identify these field specifications will be used to enter specifications for the pricing update and the creation of the Sales Pricing Schedules for promotional items. 3. Make sure that the Price field in the Customer Order section of the Customer record is set to SCHD in order to price items for these customers using a Discount Schedule. If your customers are not priced using SCHD, you cannot use the promotional Sales Pricing Schedules built using this option. If some or all of your customers are already priced according to Sales Pricing Schedules, and have a Discount Schedule number specified in the Schd field, move the regular Discount Schedule number into the Pr Mult / Alt Schd field. The Schedule field in the Customer records should be changed to the promotional Discount Schedule number using the fast edit option. The Discount Schedule number you specify here will be used to create the promotional sales pricing schedules. If some or all of your customers already have a Discount Schedule number in the Schedule field, use the Pr Mult / Alt Schd field to specify their usual Discount Schedule as an alternate Discount Schedule. This allows promotional items to be priced using a promotional sales pricing schedule, if one exists, and to default to their regular sales pricing schedule if the item is not a promotional item. A hidden option can be used to perform this function. When run, this hidden option checks for customers priced according to Sales Pricing Schedules (i.e., have the Price field in the Customer Order section of the Customer Record set to SCHD.) The hidden option checks whether or not the Schedule number in the Schedule field is less than 99. If it is, it moves this Schedule number into the Pr Mult / Alt Schd field. If the Schedule number is greater than 99, the fields remain unchanged and the customer s name and schedule number are printed on a report. To run this hidden option, follow the instructions below: a) Activate Q-MODE as you would normally. 76

77 b) Go to the main menu of the Customer module: JOB...CUSTOMER [Enter] c) Enter < at the Option prompt: OPTION: < d) Enter $$ at the lettered menu Option prompt: OPTION: $$ [Enter] e) Upon entry of the hidden option, the following screen displays: THIS HIDDEN OPTION MOVES THE SCHEDULE FIELD IN THE CUSTOMER RECORD INTO THE ALTERNATE SCHEDULE FIELD. THE SCHEDULE NUMBERS THAT ARE GREATER THAN 99 AND CANNOT BE MOVED WILL PRINT IN A LIST. ONLY CUSTOMERS THAT ARE PRICED BY SCHEDULE WILL BE PROCESSED. (TO PROCESS THE ENTIRE FILE, PRESS <RETURN> AT THE RANGE PROMPTS). RANGE OF CUSTOMERS START END ZZZZZZ PROCESS?: (Y N) Enter Start and End customer codes for the range of customers whose schedule number you wish to move. Entering Y starts the hidden option. Entering N takes you back to the Data Entry menu. If a report prints, any customers appearing on the report will not have their Schedule numbers moved to the Pr Mult /Alt Schd field. At the end of the promotional period, or when these customers are no longer participating in the promotional pricing, you will need to restore their current schedule numbers manually. Keep this report to retain a record of which customers had Discount Schedule information, and what their old schedule numbers were. After running the hidden option, Fast Edit all of the customer who will be receiving promotional prices to set the Schedule field to the schedule number you will be using for the promotional sales pricing schedules. If you did not need to run the hidden option, simply perform the fast edit to set the Schedule field to the promotional sales pricing schedule number. 4. Enter field specifications for the appropriate fields using the Promotional Item Update Specifications option for the user-defined pricing service you entered in Step 2. Enter the appropriate SALES and 77

78 Optional: PURCHASE INFO, as well as the DISCOUNT SCHEDULE information. Use the discount schedule number you used for your customers to fill the Schd field. 5. If you are updating your Catalog Item database, you can specify a constant for the purchase Discount Group field to have all of your promotional Catalog Items set to the same Discount Group number. At the Beginning of the Promotional Period Note: These steps are performed at the beginning of every promotional period. Optional: 1. If you are updating your regular cost field with promotional costs as well as creating pricing schedule for these promotional items, it is recommended that you save your regular cost in one of the other cost fields before updating. By doing so, you can restore this cost to the correct cost field when the item is no longer a promotional item. To save the current cost, use the Multiply Prices/Costs by a Factor option in the Item module, specifying the current cost field as the Source-Field, and using a factor of 1.00 in the field you will be using to store this cost. 2. If you are updating United Stationers C-90 items, change the PROMO PREFIX specification using the Promotional Item Update Specifications option to the new prefix for this promotional period. 3. Copy the diskette/tape information to the Prophet 21 file PRFILD, using the instructions in the chapter "Transferring Data from Tape or Diskette." 4. Perform a promotional update to update any new price/costing information for your items, and to create the Sales Pricing Schedules for these promotional items. Depending on the type of items, either stock or catalog, that you will be updating, perform either a catalog update or a stock item update. If you are using only catalog items or only stock items as promotional items, perform the appropriate update. If you carry stock items that are also catalog items, it is recommended that you perform a catalog update in the Pricing Service package, and then use the Catalog Update option in the Catalog module to update the DISCOUNT GROUP field in the corresponding stock items. Optional: 5. If you have stock items that are also catalog items, you can use the Update option in the Catalog module to set the Discount Group field in the stock item record to the promotional item Discount Group number. At the End of the Promotional Period Note: These steps are performed at the end of every promotional period. 1. At the end of the promotional period, purge the promotional Sales Pricing Schedules using the Purge Sales Pricing Schedules option. If any of the promotional items belonged to specific Discount Groups before being updated as promotional items, their old Discount Groups will be restored when the promotional Sales Pricing Schedules are purged. 78

79 Optional: 2. If you have stock items which are also catalog items, and updated the stock items using the Update option in the Catalog module (see Step 5 in the previous section), run the Update option in the Catalog module again after you have purged the sales pricing schedules. This will restore any saved discount group numbers for stock items that had discount group numbers before the promotional item update. Optional: 3. If you have saved your normal cost for items into another cost field, use the Multiply Price/Cost by a Factor option to move the old cost back into the appropriate cost field. Specify the cost field you used to store the old cost as the Source-Field, and specify a factor of 1.00 in the field you use for costing. If any of the specifications or other information change for this promotional item update, be sure to follow all of the necessary steps covered here to insure that you update your items and build Sales Pricing Schedules correctly. If you perform a standard (i.e., non-promotional) Pricing Service update after running a promotional update, the standard update will overwrite any changes made to promotional items by the promotional update. To insure that the promotional item information is in place, run the Promotional Item Update after you have run the standard update. Remember to transfer data from the promotional tape/diskette to the Prophet 21 file PRFILD. Before running the standard update, use the standard tape/diskette(s) when transferring data to PRFILD. Before running the promotional update, be sure to use the promotional tape/diskette to transfer data to PRFILD. The data used for the update depends on which tape/diskette is transferred to PRFILD. PERFORM PROMOTIONAL ITEM UPDATE The system cannot create more than 9999 sales pricing schedules. If the system reaches Discount Group number 9999, a message will print, and the update will stop. UNABLE TO ADD SALES PRICING SCHEDULE RECORD! UPDATE IS TERMINATED AT THIS POINT! If this message displays, edit the Promotional Item Update Specifications with Sales Pricing Schedule build specifications to specify a new Discount Schedule number, with a starting Discount Group of 1. This will give you enough room to build 9999 sales pricing schedules for promotional items. For more information on running a Promotional Item Update, refer to the chapter "Performing A Build Or Update." ENABLE/CHANGE PRICING SERVICES The Enable/Change option is used to enable or disable the U.S. Trade Service or Canadian Trade Service pricing services. If you use U.S. Trade Service, or Canadian Trade Service, you must enable the pricing 79

80 service so that you can enter and edit the specifications for that service. Both the Catalog and the Stock menu include this option. ENABLE/CHANGE PRICING SERVICES FIELD: 1 Canadian Trade Service (Y N) 2 U.S. Trade Service (Y N) Entering "Y" response indicates that the Pricing Service is enabled. Entering "N" indicates that the Pricing Service is not enabled. If you attempt to work with a service that has not been enabled, the following message displays. Service not enabled for use. Strike any key to return to menu... In order to use this pricing service, you must first enable it. PRINT CONTENTS OF THE SOURCE DATA FILE ( PRFILD ) This option allows you to print out records from the data file(s) you received from your pricing service. This can be useful for checking the file layout, or for retrieving data manually, if necessary. PRINT PRFILD 1 START RECORD # END RECORD # 9999 FIELD: END RECORD # defaults to the current number of records in PRFILD. You cannot enter a number greater than the current number of records in PRFILD. A sample is shown as follows. 80

81 PRINTOUT OF PRFILD: SAMPLE ASSIGN AIX FILE OPTION ASSIGN AIX SOURCE DATA FILE FIELD: 1 FILE XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX IBM users may assign an AIX file to act as the source file in place of PRFILD. When using this option, the file name must be entered along with the full path name. FILE is a 55-character field. If no path is specified, then the current directory is used. When entering the file name, you must match case. If the actual file name exist in capitals, the file name you enter must be in capitals, and vice versa. Each time you exit the Pricing Service Stock/Catalog Item Main Menu the source file will default to PRFILD. Therefore, when using an AIX source file, the Assign AIX Source Data File Option must be reselected when reentering the Pricing Service Stock/Catalog Item Main Menu. U.S. TRADE SERVICE STOCK ITEM MENU 81

82 CATALOG ITEM MENU FILE LAYOUT Seq# Name Seq# Name Seq# Name 1 Vendor Number 13 Reserved 25 Reserved 2 Item Number 14 Quantity 2 26 Column-3 Price 3 Commodity Code 15 Reserved 27 Reserved 4 Zone Number 16 Quantity 3 28 Cost Price 5 Reserved 17 Reserved 29 Reserved 6 Reserved 18 Unit of Measure 30 Dollar Value Lo 7 Change Symbol 19 Reserved 31 Reserved 8 Mfr., Cat#., Desc. 20 List Price 32 Dollar Value Hi 9 Reserved 21 Reserved 33 Mfr. Name & Cat# 10 Weight 22 Column-1 Price 34 Catalog Number 11 Reserved 23 Reserved 35 Description 12 Cash Discount 24 Column-2 Price 36 UON (numeric) The SEQ# names come from the U.S. Trade Service Standard Record Format Sheet. Be sure to review your U.S Trade Service packet of information for a full description of the Trade Service fields. SEQ# 33 through 36 are Prophet 21 special formats. SEQ# 33 is the Mfr. Code + Cat# from SEQ# 8. SEQ# 34 is just the Cat# only from SEQ# 8. SEQ# 35 is just the Description from SEQ# 8. 82

83 SEQ# 36 is SEQ# 18 in numeric form (i.e., E=1, C=100, M=1000.) SPECIAL CONSIDERATIONS For U.S. Trade Service, the key is always the Vendor#-Item#. Because of this, you cannot build or update the Vendor or Item # fields. Also, you cannot build or update the Pg Sort Cd field. The Pg Sort Cd field of all items is built with a preset value, beginning with and incremented by tens within Product Group; e.g., , , , etc. Because of the limitations on updating information in these fields, the Vendor, Item #, and Pg Sort Cd fields cannot be edited. The following message is displayed if you try to edit the specifications for any of these fields. Not allowed to update this field When U.S. Trade Service changes the Vendor#-Item# for an item, they send two records of information, one with the old Vendor#-Item#, one with the new. During the update, the Pricing module changes the Vendor#- Item# for this item, and then updates the item record with the new pricing information. BUILD NOTES You cannot build or update the Pg Sort Cd field. The Pg Sort Cd field of all items is built with a preset value, beginning with and incremented by tens within product group; e.g., , , , etc. U.S. TRADE SERVICE PRICE DEFAULTING 1. Only the prices in the common item record are built/updated. 2. At build/update time, a series of price defaults are set before the prices of an item are built/updated: a) If the Column 2 Price field is zero, it defaults to the Column 3 Price. b) If the Column 1 Price field is zero, it defaults to the Column 2 Price. 83

84 SET DEFAULT PRICES OPTION At build/update time, the Default Price screen is used to indicate whether a series of price defaults are set on the U.S. Trade Services record before the prices of an item are built/updated. DEFAULT PRICES OPTION At build/update time, a series of price defaults are set on the Trade Services record before the prices of an item are built/updated: a. If the Column 2 Price field is zero, it defaults to the Column 3 Price. b. If the Column 1 Price field is zero, it defaults to the Column 2 Price. 1. SET DEFAULT PRICES ON TRADE SERVICES RECORD X (Y N) FIELD: Entering "Y" enables the price defaulting. Entering "N" disables it. 84

85 PERFORM AN ITEM CATEGORY BUILD This option builds either the item or catalog item category lists using file 1500-MEN.DAT provided by U.S. Trade Service. The following message displays while the build is taking place. Processing... The following message displays when the build is complete: Processing... Processing complete. Strike any key to continue... PERFORM AN ITEM CATEGORY NUMBER LIST UPDATE This option updates items with their corresponding category list number using the file 1500-IL.DAT provided by U.S. Trade Service. The following message displays while the build is taking place: Processing... The following message displays when the build is complete: Processing... Processing complete. Strike any key to continue... 85

86 CANADIAN TRADE SERVICE STOCK ITEM MENU CATALOG ITEM MENU 86

87 FILE LAYOUT Seq# Name Seq# Name Seq# Name 1 Vendor number 16 List-history 31 Metric/Imp flag 2 Item number 17 Net 1 price 32 Price qty-flag 3 Mfr short name 18 Net 1 - history 33 Price qty 4 Product code 19 Net 2 price 34 Price UOM-flag 5 Catalog - flag 20 Net 2 - history 35 Price UOM 6 Ctlg# & descr 21 Net 3 price 36 Ctlg# - current 7 Cash disc flag 22 Net 3 - history 37 Ctlg# - old 8 Cash discount 23 Cost price 38 Pkg qty 2 9 UOM - flag 24 Cost - history 39 Pkg qty 3 10 Unit of measure 25 Date 40 Minimum flag 11 Qty 2 - flag 26 Deck code 41 Mfr code & ctlg# 12 Qty 2 27 Sales tax 42 Catalog # 13 Qty 3 - flag 28 Record type 43 Description 14 Qty 3 29 Zone 44 UOM (numeric) 15 List price 30 Composite hist. The SEQ# names come from the Canadian. Trade Service Standard Record Format Sheet. Be sure to review your Canadian Trade Service packet of information for a full description of the Trade Service fields. SEQ# 41 through 44 are Prophet 21 special formats. SEQ# 41 is the Mfr. short name + Ctlg# from SEQ# 6. SEQ# 42 is just the Ctlg# only from SEQ# 6. SEQ# 43 is just the Description from SEQ# 6. SEQ# 44 is SEQ# 10 in numeric form (i.e., E=1, C=100, M=1000.) SPECIAL CONSIDERATIONS For Canadian Trade Service, the key is always the Vendor#-Item#. Because of this, you cannot build or update the Vendor or Item # fields. Also, you cannot build or update the Pg Sort Cd field. The Pg Sort Cd field of all items is built with a preset value, beginning with and incremented by tens within Product Group; e.g., , , , etc. 87

88 Because of the limitations on updating information in these fields, the Vendor, Item #, and Pg Sort Cd fields cannot be edited. The following message is displayed if you try to edit the specifications for any of these fields: Not allowed to update this field When Canadian Trade Service changes the Vendor#-Item# for an item, they send two records of information, one with the old Vendor#-Item#, one with the new. During the update, the Pricing module changes the Vendor#-Item# for this item, and then updates the item record with the new pricing information. BUILD NOTES You cannot build or update the Pg Sort Cd field. The Pg Sort Cd field of all items is built with a preset value, beginning with and incremented by tens within product group; e.g., , , , etc. CANADIAN TRADE SERVICE PRICE DEFAULTING 1. Only the prices in the common item record are built/updated. 2. At build/update time, a series of price defaults are set before the prices of an item are built/updated: a) If the Column 3 Price field is zero, it defaults to the Column 2 Price. b) If the Column 2 Price field is zero, it defaults to the Column 1 Price. 88

89 SET DEFAULT PRICES OPTION At build/update time, the Default Price screen is used to indicate whether a series of price defaults are set on the Canadian Trade Services record before the prices of an item are built/updated. DEFAULT PRICES OPTION At build/update time, a series of price defaults are set on the Trade Services record before the prices of an item are built/updated: a. If the Column 3 Price field is zero, it defaults to the Column 2 Price. b. If the Column 2 Price field is zero, it defaults to the Column 1 Price. 1. SET DEFAULT PRICES ON TRADE SERVICES RECORD (Y N) FIELD: Entering "Y" enables the price defaulting. Entering "N" disables it. PERFORM AN ITEM CATEGORY BUILD This option builds either the item or catalog item category lists using file 1500-MEN.DAT provided by Canadian Trade Service. The following message displays while the build is taking place: 89

90 Processing... The following message displays when the build is complete: Processing... Processing complete. Strike any key to continue... PERFORM AN ITEM CATEGORY NUMBER LIST UPDATE This option updates items with their corresponding category list number using the file 1500-IL.DAT provided by Canadian Trade Service. The following message displays while the build is taking place: Processing... The following message displays when the build is complete: Processing... Processing complete. Strike any key to continue... MOORE PRICING SERVICE INTRODUCTION The Moore Pricing Service merges manufacturers and wholesalers information into one database pricing file. The Moore database is made up of a series of records for each individual item. The first three records contain the manufacturer s information, as well as retail pricing and UPC numbers. The records that follow contain the wholesalers information, in either one record or a combination of several records. Moore currently offers product information from the following wholesalers: Boise Cascade United Stationers O Henry Lynn Edwards 90

91 S. P. Richards Stationers STOCK ITEM MENU CATALOG ITEM MENU 91

92 ENTERING/EDITING MOORE SPECIFICATIONS The Moore Pricing Service Specifications Selection screen is used to select the wholesaler/manufacturer information whose specifications you want to work with. MOORE PRICING SERVICE: BUILD SPECIFICATIONS ================================================================== 4 Moore - Manufactur 1 7 Moore - Stationers 1 8 Moore - SP Richards 9 Moore - Boise Casc 1 12 Moore - Marathon 13 Moore - Lynn-Edwards 15 Moore - United Sta 1 22 Moore - O Henry ================================================================== SELECTION: The wholesalers and manufacturers that are available to you are displayed at the top of the screen. You select the wholesaler/manufacturer by entering the Pricing Service Code of the desired wholesaler/manufacturer from those displayed. Upon entry of a Pricing Service Code, the Enter/Edit Specification screen is displayed. The "Pnn" nn = selected pricing service option is used to display the file layout for the desired wholesaler/manufacturer in the specification summary window. Specifications are displayed in terms of the Pricing Service Code and the Sequence Number of the pricing service field (e.g., 99-99, for field 99 of pricing service 99). Pressing [Esc] allows you to scroll through the specifications of all associated wholesaler/manufacturer records in the specification summary window. The pricing service heading window reflects the wholesaler/manufacturer name associated with the specifications currently displayed. Specifications may be selected from any combination of wholesaler/manufacturer records. For more information on entering and editing specifications, refer to the chapter "Entering Specifications." BUILD NOTES The MOORE MFG. CODE, which is contained in Record 1 of the Moore information, can be used as the Item Code specification. Specifications may be selected from any combination of wholesaler and manufacturer records. Points to remember: Item is always the key field. The only description field is found in Moore Record 1. Therefore, Description 1 should always set to this field. Vendor should be set to the Moore Manufacturer s Code if you will be purchasing from the manufacturer directly. If you will be purchasing from the wholesaler, Vendor may be set up as a constant with a code that represents the wholesaler. 92

93 The selling price is always some multiplier of the manufacturer s list price. Therefore, Cost-Pr, Col1-Pr, Col2-Pr, or Col3-Pr should be set to the manufacturer s list price, and you should use sales pricing schedules to set up your multipliers. The list price always has an associated unit name and unit size. Ut-Name and Pur-Ut should be set to the list price unit. Since the unit size is not necessarily the selling unit/purchase unit, Unit- Size and Pur-Size should be left blank. Both will automatically default to 1. Once the build is complete, edit any unit sizes that need to be changed. Standard Cost and List Price should be set up with whatever column you use when purchasing from a particular wholesaler. Pur-Ut should be set up with the associated unit name. If no specification is entered in the Item Code field, Item Code of all items automatically defaults to the Vendor#-Item#. If no specification is entered in the Vendor field, Vendor of all items is built with ZZZZZZ. If no specification is entered in the Item # field, Item # of all items is built with a preset value, beginning with 10 and incremented by tens; e.g., 10, 20, 30, etc. If no specification is entered in the Pg Sort Cd field, Pg Sort Cd of all items is built with a preset value, beginning with and incremented by tens within product group; e.g., , , , etc. During a build for Moore, the Vendor and Product Group Summary Reports do not print. 93

94 UPDATE NOTES The Item field in the Sales Info cannot be updated. The following message is displayed if you try to edit this field: Not allowed to update this field SELECT WHOLESALER/MANUFACTURER INFORMATION This option is used to restrict the set of records that display during the entry and editing of specifications for Moore Pricing Service. This makes it easier to select specifications for only those wholesalers that you are going to use. MOORE PRICING SERVICE: WHOLESALER/MANUFACTURER SELECTION ================================================================== 4 Moore - Manufactur 1 7 Moore - Stationers 1 8 Moore - SP Richards 9 Moore - Boise Casc 1 12 Moore - Marathon 13 Moore - Lynn-Edwards 15 Moore - United Sta 1 22 Moore - O Henry ================================================================== SELECTION SUFFIX XXXXXXXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXX X SUFFIX 11. DUP ITEMS ACROSS WHSLRS X (Y N) FIELD: The wholesalers/manufacturers available for selection are displayed at the top of the screen. Select the wholesaler(s) and/or manufacturer you want to use when building/updating your stock item database. Up to 10 wholesalers/manufacturers can be selected. Before you select the wholesalers and manufacturers records, you should determine which information you want, and from which source. This in turn determines the order in which you build/update. The order in which a build/update is performed is very important as it affects the information retained for any given item. During a build, item information is built for each occurrence of an item code. If there is a duplicate item code, the item information will only reflect information from the first wholesaler/manufacturer that was built. Therefore, you should sequence the wholesalers/manufacturers for the build, beginning with the most important wholesaler/manufacturer. 94

95 During an update, item information is updated for each occurrence of an item code. If there is a duplicate item code, the item information will only reflect information from the last wholesaler/manufacturer that was built. Therefore, you should sequence the wholesalers/manufacturers for the update, beginning with the least important wholesaler. Wholesalers/manufacturers are selected by entering the Record Number of the desired wholesaler/manufacturer from the selections displayed at the top of the screen. Upon entry of a Pricing Service Code, the associated wholesaler/manufacturer name is displayed for verification. Suffix allows you to specify one character that will be added to the end of the Item Code. The character specified will be added as the 26th character. If there is already a 26th character, the Suffix character will replace the existing character. Once entered, this suffix should not be changed. DUP ITEMS ACROSS WHSLRS allows you to specify how duplicate item codes will be handled during the build/update. If Y, items with the same item code will be built for every wholesaler who stocks them. You must specify a Suffix for each of the wholesalers that are being built/updated. If you do not specify a Suffix, only the first wholesaler with that item will be built, since duplicate item codes cannot be built. If N, items with the same item code will only be built/updated for the first item with that code. USER-DEFINED PRICING SERVICES SELECT A USER-DEFINED PRICING SERVICE PRICING SERVICE SELECTION ENTER PRICING SERVICE CODE: (99) When you select the User-Defined Pricing Service option from the Main Menu, you are prompted for the Pricing Service Code for the user-defined service you would like to use. A browse is available to help you find existing pricing services. For more information, refer to the Browse manual. Upon entry of a valid Pricing Service Code, the menu for that Pricing Service is displayed. 95

96 STOCK ITEM MENU CATALOG ITEM MENU 96