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SYMENU System Manager Introduction: Index

Due to the size of the document entitled "SYMENU System Manager Introduction," we have divided it into several separate sections within the Knowledge Base. What follows is an index listing the contents of each section, along with a link to each one.

SYMENU System Manager Introduction 1

  • Introduction
  • Elliott Software Manuals
  • Initial Startup Checklist
  • Overview

SYMENU System Manager Introduction 2

  • Installation Procedures
  • Registration File
  • Adding Elliott Network Users
  • Multi-Tasking Sessions
  • Start Exploring Elliott

SYMENU System Manager Introduction 3

  • Special Startup Options
  • Files/Directory Structure
  • Network File Locations

SYMENU System Manager Introduction 4

  • File Format Conversions
  • Elliott Transaction Control Application Overview
  • Trx Considerations
  • Record Locking
  • File Locking

SYMENU System Manager Introduction 5

  • Getting Started with Elliott - Starting Elliott
  • Elliott Registry Setting

SYMENU System Manager Introduction 6

  • Special Considerations
  • Account Numbers
  • Inventory Quantity Fields
  • Dates
  • Numeric Entries
  • Back-up
  • Online Help Application Overview

SYMENU System Manager Introduction 7

  • Screen User Interface - Keystroke Conventions
  • Mouse
  • Toolbar
  • Context Sensitive Menu
  • Fonts
  • Calculator

SYMENU System Manager Introduction 8

  • Office Automation - Macros Application Overview
  • External Macros
  • Internal Macros
  • Defining an External Macro
  • Syntax for External Macro Script
  • Writing and Testing Your External Macro Script

SYMENU System Manager Introduction 9

  • Defining an Internal Macro
  • Command Prompt Macro
  • Bypass User ID and Password with Command Prompt Macro
  • Special Keys for Internal Macro Inside an Application

SYMENU System Manager Introduction 10

  • General Events - Application Overview
  • Programs vs. Events
  • Run Instructions - E-Mail Actions
  • General Event Subscription List
  • Create Subscription

SYMENU System Manager Introduction 11

  • Run Instructions - Message Boxes
  • Scenario Variations
  • Run Instructions - Tickler Actions

SYMENU System Manager Introduction 12

  • Specific Events Application Overview
  • Master Event List

SYMENU System Manager Introduction 13

  • Run Instructions - Customer Notification

SYMENU System Manager Introduction 14

  • Run Instructions - Salesman Notification
  • Templates

SYMENU System Manager Introduction 15

  • Use Existing Template for a New Event
  • Run Instructions - Buyer Notification
  • Restrictions

SYMENU System Manager Introduction 16

  • Run Instructions - Sell More Notification
  • Advanced Features

SYMENU System Manager Introduction 17

  • Consolidate Replicates in the Same Batch
  • Template Variables

SYMENU System Manager Introduction 18

  • Links Application Overview
  • Run Instructions
  • Link Type
  • Managing Links
  • Understanding Link Types

SYMENU System Manager Introduction 19

  • Entry Field Descriptions
  • Editing and Deletion Issues
  • Creating a User Hot Link
  • User Links with Images
  • User Links with URLs
  • Creating a System Link

SYMENU System Manager Introduction 20

  • Run Instructions

SYMENU System Manager Introduction 21

  • Printing and System Application Overview
  • Run Instructions
  • Font
  • Raw Data Pass Through
  • Draft Made with Dot Matrix Printer
  • Font Dialog
  • How Does Elliott Pick the Best-Fit Font?
  • Font Selection for Dot Matrix Printers
  • Report Width
  • Margins
  • Page Length
  • Windows NT, 2000 or XP Workstation's Printing
  • Laser Form Support
  • Option Button
  • Print-to Screen
  • Temporary Directory for Print to Screen (and E-mail Attachments)
  • Defer to Disk
  • When Things Go Wrong

SYMENU System Manager Introduction 22

  • E-Mail with Printing Application Overview
  • Run Instructions
  • Spool Report Manager Application Overview
  • Run Instructions
  • View
  • Archive and Paperless Office
  • Delete
  • Options
  • Exit

SYMENU System Manager Introduction 23

  • Run Instructions
  • Process
  • Run Now
  • Edit
  • Delete
  • Options
  • Report
  • Log
  • Exit
  • Laser Form and Designer Application Overview
  • Run Instructions
  • Set Up Elliott to Use Standard Laser Forms
  • Customize the Sample Laser Form
  • Laser Form Designer

SYMENU System Manager Introduction 24

  • Customer Relationship Management - Notes and Ticklers Application Overview
  • Notes
  • Sorting Notes in List Box
  • Context Menu
  • Note Type
  • Folder
  • Tickler
  • Setting Up the Tickler Function
  • Launch Tickler Reminders with Elliott
  • Setting Up the Organization's Hierarchy Structure
  • Launch Tickler Reminder
  • Tickler List Box
  • Tickler Detail Window
  • Supervisor's Function

SYMENU System Manager Introduction 25

  • Notes and Printing Application Overview
  • Knowledge Base Application Overview
  • Run Instructions
  • Who Can Use the Note Function?
  • Run Instructions - Accessing Notes

SYMENU System Manager Introduction 26

  • Attributes Application Overview
  • Run Instructions - Information Attributes
  • Field Entry Descriptions
  • Attaching Attributes
  • Run Instructions - Control Attributes
  • Entry Field Descriptions - Master Attributes File
  • Attribute Reporting
  • Field Entry Description Restricted Attribute File
  • Attaching Attributes
  • How An Attribute is Used in COP Add Orders

SYMENU System Manager Introduction 27

  • eContacts Application Overview
  • Run Instructions
  • Entry Field Descriptions - Web Access Screen
  • Entry Field Descriptions - Billing/Credit Window
  • Managing eContact Information

SYMENU System Manager Introduction 28

  • Using eContacts in COP
  • eContacts Review

SYMENU System Manager Introduction 29

  • Mass E-Mail Application Overview
  • Run Instructions
  • Entry Field Descriptions - Content Tab
  • Entry Field Descriptions - Selection Tab
  • Entry Field Descriptions - Get Records

SYMENU System Manager Introduction 30

  • Creating Mass E-Mail Templates
  • Using Variables
  • Elliott E-Mail Processor Versus Default E-Mail Client

SYMENU System Manager Introduction 31

  • E-Mail and CRM Application Overview
  • Run Instructions
  • Batch Mode E-Mail Order Acknowledgement
  • E-Mail Shipping Acknowledgement

SYMENU System Manager Introduction 32

  • Stock Watch
  • Using Stock Watch
  • Web Stock Watch
  • Links and CRM Application Overview
  • Events and CRM Application Overview
  • User Notes and CRM Application Overview
  • Ticklers and CRM Application Overview
  • Util-Setup File/Utilities Application Overview
  • Run Instructions
  • Export
  • Import
  • Rebuild
  • Initialize

SYMENU System Manager Introduction 33

  • Company Setup Application Overview
  • Run Instructions
  • Entry Field Descriptions

SYMENU System Manager Introduction 34

  • Printer Setup Application Overview
  • Password Setup Application Overview
  • Run Instructions
  • Entry Field Descriptions

SYMENU System Manager Introduction 35

  • Main Level Security Control
  • Salesman Security in 7.3

SYMENU System Manager Introduction 36

  • Global Security Control
  • Run Instructions
  • Entry Field Descriptions
  • User Global Security
  • Supervisor Relationships
  • Event Security

SYMENU System Manager Introduction 37

  • Print Spooled Reports Application Overview
  • Deferred Processing Application Overview
  • Label Code Setup Application Overview
  • Run Instructions
  • Entry Field Descriptions
  • System Code Type File Maintenance Application Overview
  • Run Instructions
  • Entry Field Descriptions
  • System Code Value Application Overview
  • Run Instructions
  • Entry Field Descriptions
  • eContact Processor Application Overview
  • Zip Code Filed Application Overview
  • Estimate Field Size Application Overview

SYMENU System Manager Introduction 38

  • User List Application Overview
  • Run Instructions
  • Export Processor Application Overview
  • Notes Processing Application Overview
  • Printing Notes
  • Purge Notes
  • Note Type
  • Entry Field Descriptions
  • System File Maintenance Application Overview
  • Vertex Interface Application Overview

SYMENU System Manager Introduction 39

  • Global Setup Overview
  • System Global Setup
  • Accounting Global Setup
  • Distribution Global Setup
  • COP Control Global Setup
  • COP Function Global Setup
  • Add-Ons
  • Utility Global Setup

SYMENU System Manager Introduction 40

  • System Global Setup - Additional Search Key Application Overview
  • Run Instructions
  • Field Entry Descriptions
  • Generating Index Keys
  • Available to Promise Application Overview
  • Run Instructions
  • Entry Field Descriptions
  • Barcode Printing Setup Application Overview
  • Automatic Label Printing
  • Run Instructions
  • Entry Field Descriptions
  • Using Bar Code Label Printing

SYMENU System Manager Introduction 41

  • Company Specialized Control Application Overview
  • Design Your Own Form Application Overview
  • Run Instructions
  • Field Entry Descriptions
  • Hide Cost Control Application Overview
  • Run Instructions

SYMENU System Manager Introduction 42

  • Note Function Application Overview
  • Run Instructions
  • Field Entry Descriptions

SYMENU System Manager Introduction 43

  • Printing Control Application Overview
  • Run Instructions
  • Field Entry Descriptions

SYMENU System Manager Introduction 44

  • Serial Number Tracking Control Application Overview
  • Run Instructions
  • Field Entry Descriptions
  • Using Serial Number Tracking

SYMENU System Manager Introduction 45

  • System Period Control Application Overview
  • Run Instructions
  • User Purge Control Application Overview
  • Run Instructions
  • Events Handling Application Overview
  • Run Instructions
  • Stock Watch Template

SYMENU System Manager Introduction 46

  • Attribute Handling Application Overview
  • Run Instructions
  • Item Hold Processing Application Overview
  • Run Instructions
  • eContacts Manager Application Overview
  • Run Instructions
  • Link Setup Application Overview
  • Run Instructions
  • G/L Global Control Application Overview
  • Run Instructions
  • G/L Setup Application Overview
  • Run Instructions
  • A/R Global Control Application Overview
  • Run Instructions

SYMENU System Manager Introduction 47

  • A/R Setup Application Overview
  • Run Instructions
  • A/R Bill To Customer Application Overview
  • Run Instructions
  • A/R Sales Tax Audit Trail Application Overview
  • Run Instructions
  • A/R Payment Source Application Overview
  • Run Instructions
  • A/R Customer/eContact Import Application Overview
  • Run Instructions
  • A/P Global Control Application Overview
  • Run Instructions
  • A/P Setup Application Overview
  • Run Instructions
  • A/P Batch Processing Application Overview
  • Run Instructions
  • P/R Setup Application Overview
  • Run Instructions
  • P/R Global Control Application Overview
  • Run Instructions
  • Backrec Setup Application Overview
  • Run Instructions
  • I/M Global Control Application Overview
  • Run Instructions
  • I/M Setup Application Overview
  • Run Instructions

SYMENU System Manager Introduction 48

  • Display Item History Information Application Overview
  • Run Instructions
  • Substitute Item Control Application Overview
  • Run Instructions
  • Inventory Transfer Control Application Overview
  • Run Instructions
  • COP Setup Application Overview
  • Run Instructions
  • P/O Global Control Application Overview
  • Run Instructions
  • P/O Setup Application Overview
  • Run Instructions
  • P/O Requisition Process Application Overview
  • Run Instructions
  • BOMP Global Control Application Overview
  • Run Instructions
  • BOMP Setup Application Overview
  • Run Instructions
  • Manufacturing Global Control Application Overview
  • Run Instructions
  • Bill of Lading Application Overview
  • Run Instructions
  • Copy Order Application Overview
  • Run Instructions
  • Customer Item Cross Reference Application Overview
  • Run Instructions
  • Freight Calculation Application Overview
  • Run Instructions

SYMENU System Manager Introduction 49

  • Order Invoice Inquiry Application Overview
  • Run Instructions
  • Price by Whole Order Application Overview
  • Run Instructions
  • Price List by Customer Application Overview
  • Run Instructions
  • Print COD Tag Application Overview
  • Run Instructions
  • Credit Check and Release Application Overview
  • Run Instructions
  • Salesman Commission Control Application Overview
  • Run Instructions
  • User Defined Code Application Overview
  • Run Instructions
  • Stock Status Inquiry Application Overview
  • Run Instructions
  • Sales Desk Application Overview
  • Run Instructions
  • Change Customer Screen Layout Application Overview
  • Run Instructions
  • Contract Pricing Application Overview
  • Run Instructions
  • Recurring Order Application Overview
  • Run Instructions
  • Change Quote to Order Application Overiew
  • Run Instructions

SYMENU System Manager Introduction 50

  • Invoice Printing Application Overview
  • Run Instructions
  • Print Order/Quote/RMA Application Overview
  • Run Instructions
  • Order Billing Screen Application Overview
  • Run Instructions
  • Order Header Screen Application Overview
  • Run Instructions
  • Order Line Item Screen Application Overview
  • Run Instructions
  • Picking Ticket/Shipping Label Application Overview
  • Run Instructions
  • Post Invoice to A/R Application Overview
  • Run Instructions
  • Purge Posted Orders Application Overview
  • Run Instructions
  • Future Price Screen Application Overview
  • Run Instructions
  • Shipping Manifest Report Application Overview
  • Run Instructions
  • Shipping Email Acknowledgement Application Overview
  • Run Instructions
  • Shipping Data Update Application Overview
  • Run Instructions
  • Shipping Confirmation Application Overview
  • Run Instructions
  • Customer Delivery Performance Report Application Overview
  • Run Instructions
  • Multi-Bin Control Application Overview
  • Run Instructions
  • Style Group Control Application Overview
  • Run Instructions

SYMENU System Manager Introduction 51

  • Vertex Sales Tax Interface Application Overview
  • Run Instructions
  • Sales Order Export Application Overview
  • Run Instructions
  • Sales Order Import Application Overview
  • Run Instructions
  • Shipping Verification Application Overview
  • Run Instructions
  • Purchase Order Import Application Overview
  • Run Instructions
  • Take An Order Interface Application Overview
  • Run Instructions
  • ActiveX Component Application Overview
  • Run Instructions
  • Online Credit Card Processing Application Overview
  • Run Instructions
  • Customer Scanner Interface Application Overview
  • Run Instructions
  • Radio Beacon Interface Application Overview
  • Run Instructions

SYMENU System Manger Introduction 52

  • Item Import Utility Application Overview
  • Run Instructions
  • Warehouse Receiving Application Overview
  • Run Instructions
  • A/P Invoice Import Interface Application Overview
  • Run Instructions
  • Generate User Index Application Overview
  • Run Instructions
  • Convert Ship-To To Customer Application Overview
  • Run Instructions
  • Field Entry Descriptions
  • Run Instructions
  • Reset Last Access User and Date Application Overview
  • Run Instructions
  • Switch FOB and Landed Cost Application Overview
  • Run Instructions
  • Copy FOB to Landed Cost Application Overview
  • Run Instructions
  • Event Alert and Purge Application Overview
  • Run Instructions
  • eContact Integrity Check Application Overview
  • Run Instructions
  • eContact Password Generate Application Overview
  • Run Instructions
  • Set CC Master Password Application Overview
  • Run Instructions
  • Preauthorize User CC Access Application Overview
  • Run Instructions
  • Preauthorize Server CC Access Application Overview
  • Run Instructions
  • COP Order Integrity Check Application Overview
  • Run Instructions



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