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SYMENU System Manager Introduction 52

Item Import Utility

 

Application Overview

 

This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Add-Ons à Item Import Utility

 

 

 

                                                 

Procedure:       Enter values for the prompted fields.

 


 


Warehouse Receiving

 

Application Overview

 

This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Add-Ons à Warehouse Receiving

 


 

 

                                                 

Procedure:       Enter values for the prompted fields.

 



A/P Invoice Import Interface

 

Application Overview

 

This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Add-Ons à A/P Invoice Import

 


 

 

                                                 

Procedure:       Enter values for the prompted fields.

 


 


Utilities

 

 

Generate User Index

 

 

Application Overview

 

This is the utility function used to index the user defined Additional Search Keys when they have been modified or have become corrupt.

 

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Generate User Index

 

 

 

 

Procedure:       Click Generate and select “All” or the index key from the drop down menu.  This is an internal process and when completed will prompt the user for a printer destination for the Index Log and will list how many records were indexed.

 


 


Convert Ship-To To Customer

 

Application Overview

 

For a Ship-To, the basic information available is name, address, ship via, salesman and tax code.  As a result, sales history and pertinent business information is contained in the Customer master record.  This utility allows you to convert Customer Ship-To’s to a new customer allowing you to maintain and track customer file information, sales history and statistics independently from the previous master record. 

 

For sort ability and grouping purposes, all converted customers are tied to the master record via the new Customer Number generated.

 

 Run Instructions

 

Elliott Main Menu à Util-Setup à Global Setup à Utilities à Convert Ship To customer

 

 

 


Field Entry Descriptions

 

Name

Description

1.  Customer No.

Enter Customer Number of the Ship-To’s

Note:  This converts all Ship-To addresses to new customers.

2.  2 Digit Prefix

2 digit alpha numeric field

This is the key in assigning new customer numbers.  If a customer has 20 Ship-To’s ranging from 100 – 120, the new customers numbers will be JW0100 – JW0120.

 

3.  Bill To

Enter the Bill To Customer Number.  Normally, this is same Bill To as the master record.

4.  Use Bill To Address On Order

Select “Y” to use the above Field 3, Bill To address, for orders of the new customers. 

Select “N” to use Bill To address of new customer.  This case usually applies when the customers review and approve their invoices for payment by the HQ office.

Regardless of “Y” or “N” the Customer of Record in field 3 is the responsible party for payment of invoices.  Any changes to this must be done in A/R Customer File Maintenance.

NOTE:

Although the Ship-To’s are converted to new customers, they still remain in the Ship-To file of the master record.

 

 

 

Reset Last Access User and Date

Application Overview

 

This utility function will reset the last user access for each item in the Item File.  The user ID will be set to blank and the date to zero.

 

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Reset Last Access User & Date

 

 

 

 

Procedure:       Type Y to continue and the utility will begin to run.  No other entry is necessary.  Each item number will be displayed as it is processed.

 



Switch FOB and Landed Cost

Application Overview

 

This utility function will switch FOB and Landed Cost in the Item File.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Switch FOB and Landed Cost

 

 

 

 

Procedure:       Type Y to continue and the utility will begin to run.  No other entry is necessary.  Each item number will be displayed as it is processed.

 

 

 


Copy FOB to Landed Cost

 

Application Overview

 

This utility function will copy the FOB Cost to Landed Cost for each item in the Item File.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Copy FOB Cost to Landed Cost

 

 

 

 

Procedure:       Type Y to continue and the utility will begin to run.  No other entry is necessary.  Each item number will be displayed as it is processed.

 


 

 


Event Alert and Purge

 

Application Overview

 

This utility function will copy the FOB Cost to Landed Cost for each item in the Item File.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Event Alert and Purge

 

 

 

 

Procedure:       Type Y to continue and the utility will begin to run.  No other entry is necessary.  Each item number will be displayed as it is processed.

 

 

 


eContact Integrity Check

 

Application Overview

 

This utility function will read through the eContact Relationship file and check to see if the Elliott record still exists for the relationship (say a COP order) and will delete any relationships where record is missing.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à E-contact Integrity Check

 

 

 

 

 

Procedure:       There is no input associated with this function.  Once you choose the menu option, a standard print options window will appear asking for the destination of the report.

 


 

 


eContact Password Generate

 

Application Overview

 

This utility function will assign a password to each eContact.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à E-contact Password Generate

 

 

 

 

Procedure:       Type Y to continue and the utility will begin to run.  No other entry is necessary.  Each eContact will be displayed as it is processed.

 

 

 


Set CC Master Password

 

Application Overview

 

This utility function will allow the user to assign a master password for credit card encryption.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Set CC Master Password

 


 

 

 

Procedure:       Enter the desired password in each box.  You are prompted twice to insure that you typed the password correctly.  If the two entries do not match, then you are prompted again.

 

If a password already exists, then the following window will appear:

 

 

 


  


Preauthorize User CC Access

 

Application Overview

 

This utility function will grant credit card access to the user on this workstation.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Preauthorize User CC Access

 

 

 

 

Procedure:       Enter the credit card master password and click on the appropriate button to grant or revoke credit card access.

 

  

 


Preauthorize Server CC Access

 

Application Overview

 

This utility function enables the Web Server to have full encryption access to credit card numbers.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à Preauthorize Server CC Access

 

 

 

 

Procedure:       Enter the credit card master password and click on the appropriate button to grant or revoke credit card access.

 

 

 


COP Order Integrity Check

 

Application Overview

 

This utility function will read through the COP Order Line Item File and check to see if the header record still exists and will delete the line item record if the header is missing.

 

Run Instructions

 

Elliott Main Menu  à Util-Setup à Global Setup à Utilities à COP Order Integrity Check

 

 

 

 

 

Procedure:       There is no input associated with this function.  Once you choose the menu option, a standard print options window will appear asking for the destination of the report.

 

 

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