Menu 5.22 – List of Customers with PPoint

Menu 12 – File Maintenance                                                                                                                 

Description:   Report to generate EOM financial information required by corporate

Menu Path:  Menu 11.4.30 (Monthly Financial Information to Corp) & Menu 12.1.1 (Company Maintenance)

Why Use it:  Easy to use and find, centralized data needed for corporate reporting, saves time by running a single report instead of running various reports to generate the needed data.

How to use it:

Note:  As of February 2008 running Menu 11.4.30 is still a manual process to create the single report to generate the data.  Future plans are for an automation of this process where the report will generate and transmit to Corp. and you will receive a confirmation of completion of the process.

• Step 1 -Set your Employee Count in Menu 12.1.1, Field 20 for all stores within your store group.
• Step 2 –Run report from Menu 11.4.30 and begin by entering fiscal month to report (YYMM)
  

This report provides the following data.  The data will be sorted by, each store#.

1)     Monthly Net Sales - Total sales less freight, tax and inter-store merchandise transfers.

2)      Gross Profit $ - Monthly Net Sales less monthly cost of goods sold. Monthly cost of goods sold is defined as the total cost of goods sold including freight-in and excluding vendor rebates and Cooperative Patronage.

3)      Monthly Net Purchases - Total purchases plus incoming inter-store merchandise transfers, less outgoing inter-store merchandise transfers, returns and freight.

4)      Inventory $ - Net Inventory $ value as of month-end (new).

5)      FTE''s - The number of full time equivalent employees employed on the last day of the month.

Sample Report:

Description:  Changes to customer master field 7 are added to audit tracking

Menu Path: Menu 12.7 (File Maintenance History), Menu 12.2.2.2, Screen 2, Field 7 (Customer Master – Program), & EOD Emails

Why Use it:  Ability to track changes to the program field in customer master –helpful in the cases where programs have been put in place and things are being changed without proper approval.

How to use it:   When anyone makes a change to Menu 12.2.2.2, Screen 2, Field 7 (Programs) an entry is written to the status log, which in turn makes the entry available in Menu 12.7 as well as in the EOD Daily Inventory Transaction Audit Report (EOD.XREF 01-114).

Description:  Clean up fax and email flags in Customer Master

Menu Path:  Menu 12.2.2.2, Field 11, 17, 29, 31, 34 (Customer Master Maintenance)

Why Use it:  To clean up data, which cleans up the email and faxing processes providing better chances for successful transmissions.

How to use it:   See below for breakdown of how this job affects the various fields.

The following explains various situations of what will happen to your invoices if a valid fax number and email address is not listed in the appropriate field?

Situation #1:  A customer in (menu-12.2.2.2, screen 1), with a “F”, “FE” or “FS” in field 31- PRINT-FAX-EMAIL, does NOT have a valid fax number in field 11- FAX NUMBER or in field 29.

Resolution:  Field 31 will be changed from “FE” to “E” and “F” & “FS” to NULL (blank).

Situation #2:  A customer in (menu-12.2.2.2, screen 1), with a “F” or “FI” in field 34- STMT SEND FLAG, does NOT have a valid fax number in field 11- FAX NUMBER or field 29.

Resolution:  Field 34 will be changed from “F” & “FI” to NULL (blank).

Situation #3:  A customer in (menu-12.2.2.2, screen 1), with an “E” or “FE” in field 31- PRINT-FAX-EMAIL, does NOT have a valid email address in field 17- EMAIL ADDR.

Resolution:  Field 31 will be changed from “FE” to “F” and “E” to NULL (blank).

Situation #4:  A customer in (menu-12.2.2.2, screen 1), with an “E” or “EI” in field 34- STMT SEND FLAG, does NOT have a valid email address in field 17- EMAIL ADDR.

Resolution:  Field 34 will be changed from “E” & “EI” to NULL (blank).

 

Description:  Comprehensive customer data information (CDI) report

Menu Path:  Menu 12.2.2.30 (List of Customer Information)

Why Use it:   New customer information report.  Data includes: customer master address, mailer address, webstore login information, email address, fax number, AR Balance, Sales in the last 12 months, etc…)

How to use it:  Menu 12.2.2.30, FT ONLY, then select either ‘ALL’ customers or those with no activity in the last 5 years.  

Description:  Compares serial numbers to on-hand quantities

Menu Path:  Menu 12.3.31 (Serial Numbers Still On-Hand List)

Why Use it:  This new parameter is used to track serial numbers on hand.  It compares to on-hand quantity for a product.

How to use it:   Menu 12.3.31, answer prompt ‘SELECT ONLY ITEMS WHERE ON HAND DOES NOT MATCH NUMBER OF SER.NOS Y/N’, report selects only items where the on-hand does not match the number of serial numbers.

Description:  Add option to product listing for reporting by category

Menu Path:  Menu 12.3.33 (Product List – P/C, P/T, Category)

Why Use it:   When setting up pricing, sometimes you need to know what products are in a certain type, class, or category…this report gives an easy option to obtain that list of products.

How to use it:   After selecting the printer in Menu 12.3.33 the first prompt is to select by  1)PRODUCT CLASS,  2)PRODUCT TYPE, or  3)CATEGORY ?   Input 1, 2, or 3 depending on what you want to run the listing by.  Then input the class, type or category.

Description:   ‘FT Only’ version of product pad

Menu Path:  Menu 12.3.38 Product Pad (FT Only version)

Why Use it:   There probably isn’t a better report for raw product data…and there probably isn’t a worse report for printing out a lot more pages than needed.   The FT version of the product pad provides the great info and builds it on an expandable platform for easy additions of more fields.

How to use it:  There will be no printer select.  Answer the prompts to Menu 12.3.38 and the report will FT into your Pick folder on your C:\ drive named FT.TXT.     Once the report File Transfers, open with Notepad or import easily into Excel.

Sample of FT’d product pad.

Menu 15 – Warranty                                                                                                                              

Description:  Enhanced audit information for warranty transactions

Menu Path:  Menu 15.10 (Update Warranty File with Receiving) & Menu 19.7b (Inventory Transaction by Product)

Why Use it:  The warranty receiving in inventory process (WAR transaction type) will now include the operator and sequence number when displayed in Menu 19.7B Inventory Transaction by Product

How to use it:   Menu 15.10 will prompt for a valid operator number and Menu 19.7B will display this operator along with the warranty sequence number under the WAR transaction type.

Menu 17 – End of Month                                                                                                                       

Description:  Archive AR EOM reports to the Linux server

Menu Path:  Menu 17.1a (EOD/EOM Combo), Menu 17.5 (EOM Report Xref Maintenance), & Menu 17.6 (EOM Report Xref File Listing)

Why Use it:  Enhancement to the EOM Xref system for automatic archival of AR EOM reports to the Linux server.

How to use it:  This feature is already setup and will automatically start for those with a Linux server.  The AR EOM reports are setup to be automatically archived to the Linux server.  The file name of the report is stored in Menu 17.5, Field 9.  The file name is what will appear on the Linux server in the EOM folder. 

To access the reports off the Linux server, setup the following:

• Map a drive – Open up My Computer from your Desktop icon. 
• Tools > Map Network Drive > Select ‘R:’ from the dropdown list.
• In the Folder field enter \\YOUR LINUX IP ADDRESS\reports 

For Example   - \\192.168.100.226\reports

• Reconnect at logon – Check this Box
• Select Finish