SYMENU System Manager Introduction 38

User List

Application Overview

The User List utility displays a list of users currently logged into the Elliott system.  Each user’s login date and time are displayed.  If the password system is in use, the User names entered there will also be displayed.  If the password system is not in use, No User Name will be displayed in that field.  An asterisk is displayed next to the user who is running the User List utility.

Run Instructions

Select the User List application from the Util_Setup pull-down window at the Elliott main menu.  The following screen will appear:


List Of Current Users

The following option is available:

*A window containing the list of current users will automatically be displayed.  Use the Pg Up and Pg Dwn keys to scroll up and down the list.  Use the Escape or F10 keys to exit the application.

 

  

Export Processor

 

*Note: This menu option replaces “EDI Interface” which has been replaced with the import and export sales orders functions in COP.

 

Application Overview

This selection allows you to export data from certain master files within Elliott.

 

 

 


Notes Processing

 

Application Overview

This area allows you to print notes, purge notes, and maintain note types (Add Change, Delete).  This is a critical area where users can access sensitive information.  Password protection should be considered for the Print and Purge menu selections.

 

Printing Notes

 

Main Menu à Util-Setup à Notes Processing à Print à Notes à Print

 

 

The Print Option gives you three selections:

 

1.  Edit List                         This applies to both user notes and regular notes.  From the selection criteria you can tailor the report you want.

 


 

 


                                          Edit List (Report) for all notes associated with customers (ARCUSTFIL)

 

 

Field 1 –2:                          Master Record, e.g., Customers, Vendors, Inventory, etc.

 

Field 3 –4:                          Starting Record Number, e.g., Customer, Vendor or Item Number.

 

                                          (Master Record file names are available in the Developers Reference Manual and from the Initialize Files screen.)

 

User Notes Only:                In Field 1 and 2 enter SYUSRFIL (User File).

                                          In Field 13 and 14 enter User ID (Login name).


 

 

Outstanding Task Report:        This applies to Ticklers by User ID for tasks still open.  For tasks still open, the system allows you to go back 999 days.

 

 

 

Completed Task Report:          This applies to Completed by User ID and Starting and Ending Dates.

 

 

 

Purge Notes

 

This purges all notes based on your selection criteria.  Password Protection to this selection should be considered.

 

 

To purge:     Main Menu à Util-Setup à Notes Processing à Print à Notes à Purge

 

 

 



Note Type

 

This allows you to structure notes by user defined fields.  Using Note Type gives you consistent data type information. 

 

To Define:          Main Menu à Util-Setup à Notes Processing à Note Type

 

 


 

 


Entry Field Descriptions

 

Name

Type and Description

1. Note Type

6 alphanumeric characters.

Enter the code you want to represent the Note Type.

2. Description

30 alphanumeric characters.

This is the description of the Note Type.  This description will be displayed any time the entry of a Note Type is requested so that you will be able to see that you have entered the correct Note Type.

3 - 12. Literals 1 - 10

30 alphanumeric characters.

Enter the literal you want to appear each time this note type is used.  These can be left blank.

13. Print To Invoice

Y or N.

Indicates if the Note Type is to print on the invoices.

14. Print To PO

Y or N.

Indicates if the Note Type is to print on the purchase orders.

15. Print To Pick/Pack Slip

Y or N.

Indicates if the Note Type is to print on the Picking Tickets and Packing Slips.

16. Print To Work/Shop Ord

Y or N.

Indicates if the Note Type is to print on the Work Orders and Shop Floor Orders.

17. Shareable For Read

Y or N.

Indicates if the Note Type can be read only by the user and Note Supervisors.

18 Shareable For Change

Y or N.

Indicates if the Note Type can be changed only by the user and Note Supervisors.

19 Shareable For Delete

Y or N.

Indicates if the Note Type can be deleted only by the user and Note Supervisors.

20. Print To Ord Acklmnt

Y or N.

Indicates if the Note Type is to print on the Order Acknowledgements.

21. Print To Quote

Y or N.

Indicates if the Note Type is to print on the Quotes.

22. Print To Aging Report

Y or N.

Indicates if the Note Type is to print on the Aging Report.

23. Disp Prev Note Lst Line

Y or N.

Used for reference and review purposes.


 

 


System File Maintenance

 

Application Overview

This allows the maintenance of several system files that are used throughout Elliott.

 

Attribute File

 

See Attributes section in Customer Relationship Management

 

Restricted Attribute

See Restricted Attributes section in Customer Relationship Management

 

Event Restriction

See Event Security section in Util-Setup à Password Setup

 

Attribute Enhancement

See Attribute Enhancement section in Customer Relationship Management

 

Packaging Code File

See Packaging Code File

 

  


Vertex Interface

 

Application Overview

The Vertex Interface is an enhancement within Elliott that utilizes certain files to calculate the sales tax.  Files are provided with the tax and location information on an annual basis.  The utilities provided here allow that information to be brought into Elliott.

 

 


 


 

 

 



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