SYMENU System Manager Introduction 40
System Global Setup
Additional Search Key
Application Overview
This enhancement offers increased search option criteria for customer, employee, item, ship-to, vendor and service invoice searches. For example, users can search a customer by address, city, zip code, phone number, contact, etc., in addition to customer number and name.
Run Instructions
Setup: Elliott Main Menu à Util-Setup à Global Setup à System à Additional Search Key
Setup screen controls customer, item, employee, ship-to, and vendor.
Field Entry Descriptions
Field 1: Additional Search Key For Customer?
Answer “Y” to use this feature.
After entering “Y” and pressing <enter>, the system displays a window with the five additional search keys. By default, the search keys are blank. To define the blank keys or change existing search keys, press “Y” to any changes.
In “change mode”, an additional window is displayed with all the choices available that can be used as additional search keys. See Figure on the next page.
Field 2. Customer No. In Srch Window Position?
“F” = Display Customer No. first in the search selection window.
“L” = Display Customer No. after the five additional search keys.
Since most searches are seldom by Customer No., selecting “L” gives you more useful search keys such as ZIP Code, Telephone, etc.
Field 3. Customer Name in Srch Window Position?
“F” = Display Customer Name first in the search selection window.
“L” = Display Customer Name after the five additional search keys.
Fields 4-16 Same functionality and procedures as Fields 1–3, but each with its own set of search criteria.
Field 16. Search Name and Description Directly?
“Y” = Goes straight to Name when using the F8 key and does not display the additional search keys.
Field 17. Additional Search Key For Service Invoice?
Same as Field 1. Additional Search Key For Customer, but for Service Invoices with their own set of search criteria.
NOTE: Additional Search Keys require generating index keys for all records. See next page.
Generating Index Keys
This is a required procedure to properly index the additional search keys you have defined.
Goto: Elliott Main Menu à Util-Setup à Global Setup à Utility à Generate User Index
When you select Generate, you are given the following options:
1. All Keys
2. Customer
3. Employee
4. Item
5. Ship-To
6. Vendor
7. Service Invoice
After you have made your selection, the system will prompt you for how you want to print your Summary Report, (Printer, Disk, Screen, Defer, E-mail).
This process must be run whenever you add, change, or edit an additional search key category. It can also be used as a utility tool should your file somehow become corrupt.
Generate Index Report By all Keys:
Run Date: Sep 20, 2001 - 6:55am Elliott Demonstration Company Page 1
U S E R I N D E X G E N E R A T E L I S T
Total Customer Search key Generated : 16
Total Employee Search key Generated : 9
Total Item Search Key Generated : 162
Total Vendor Search Key Generated : 16
Total Srv Inv Search Key Generated : 14
Available To Promise
Application Overview
Available To Promise (ATP) reflects COP Order Line Items, PO Order Line Items, and BOMP Production Orders to provide future stock availability information held in the ATP Open Item File. From this Open Item File the Inventory or Customer Processing user can produce reports and screen inquiries of projected inventory balances based on the date sequence from the transactions processed in the source modules.
Run Instructions
From Elliott Main Menu à Util-Setup à Global Setup à System à Available To Promise
Available To Promise Setup Screen
Entry Field Descriptions
Name | Type and Description |
1. Show All Loc When Hot Key To ATP Inq ? | Y or N. This question asks if you would like to show all warehouse locations when you press the function key to access the Available To Promise Inquiry screen. Answer “Y” to display all locations. |
2. Update Substitute Item In Add. To Orig Itm | Y or N If an item has a substitute item defined, then it will be updated to the Available To Promise file when you enter an order. If you do not need this functionality, answer “N.” |
3. Use Request Or Promise Date In COP | R or P. In the COP Line Item Screen, there is a request and promise date. If you wish to use request date to display during Available To Promise Inquiry, then answer “R”. Otherwise, answer “P” to display by promise date. |
4. Default Source In ATP Inquiry | S, P, B or blank. Select a default source, (COP, PO, BOMP), to be merged into the ATP Open Item File, enter “S” for Sales Orders, “P” for Purchase Orders or “B” for BOMP Production Orders. To select ALL sources press <Enter>. The purpose of this flag is to allow you to control what sources to merge from. For example, some companies may only be interested in future availability of items entered through Production Orders in BOMP, whereas others may need to know what will be available on a future date based on open purchase orders only. |
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. |
NOTE: After the five fields have been defined, the ATP Open File is generated and maintained from the Inventory module, (Utilities menu).
Barcode Printing Setup
Application Overview
This enhancement generates a comma delimited ASCII file containing such information as the item UPC code, Lot No., Serial No., and many more fields to interface with BarTenderâ1 software for barcode label printing. BarTenderâ1 is a third party software package that handles the printing of barcode labels. To obtain information about BarTenderâ1, contact Netcellent System, Inc. at 888-595-3818. This ASCII file actually can be generated from 6 sources: 1) I/M Item file, 2) I/M Receiving, 3) COP Shipping Label, 4) PO Receiving, 5) BOMP Production Transaction Processing, 6) SFC Transaction. The flexibility of this enhancement is that users can define what fields are to be included in the ASCII output file. This is a very useful function to have when you receive items that do not already have labels on them.
Automatic Label Printing
The barcode layout is user-definable in the BarTenderâ software. BarTender has a file detection component called Commander. This can constantly monitor the existence of the ASCII file so that the system can launch the label printing component in BarTender. As a result, barcode labels can be printed automatically.
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Since BarTenderâ supports a wide range of barcode printers, it is extremely easy and flexible to define the layout of a barcode label. If flexibility is what you are looking for, go for this enhancement!
This document discusses only the functions within Elliott. If you wish to learn more about BarTenderâ, contact our sales department at Netcellent System, Inc. This enhancement is straightforward and very easy to use.
Run Instructions
From Elliott Main Menu à Util-Setup à Global Setup à System à Barcode Printing Setup
Barcode Printing Setup Screen 1
Barcode Printing Setup Screen 2
Entry Field Descriptions
Name | Type and Description |
1. Enable Item Label Print Function? | Y or N. If you wish to generate a barcode label for the I/M Master File, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press enter at field description.
The following fields are available to print on a barcode label from the I/M Master File:
1. Item number 2. Item Description 1 3. Item Description 2 4. Item Product Category 5. Item Product Category Desc 6. Item User Defined Code 7. Item User Defined Code Desc 8. Item Note Literals (Fields 12 – 16 I/M Item File) 9. Item Date Literal (Field 17 I/M Item File) 10. Item Amount Literal (Field 18 I/M Item File) 11. Serial Number
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2. Enter Item Label Output Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
3. Print Serialized or Non-Serialized Item? | Y or N. If you answer “N” to this question, the system will not print any serialized/lot items. |
4. Enable I/M Receiving Label Print Function? | Y or N. If you wish to generate a barcode label for I/M Receiving, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
5. I/M Receiving Label Quantity Determine Method? | A, S or M. If you wish to print labels for all transactions, then answer “A” for automatic label quantity. You can select “S” to calculate the number of labels to be the number of transactions divided by the item user amount. Enter “M” for manual entry of the label quantity. |
6. Enter I/M Receiving Label Output Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
7. Enable COP Shipping Label Print Function ? | Y or N. If you wish to generate a barcode label for COP Shipping, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
8. Shipping Label Quantity Determine Method | A, S or M. If you wish to print labels for all transactions (quantity to ship), then answer “A” for automatic label quantity. You can select “S” to calculate the number of labels to be the number of quantity to ship divided by the item user amount. Enter “M” for manual entry of the label quantity. |
9. Different Shipping Label By Customer Type? | Y or N. If you answer “Y” to this question, the system will print the shipping label based on the customer type. |
10. Enter Shipping Label Default Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
11. Enable P/O Receiving Label Print Function? | Y or N. If you wish to generate a barcode label for PO Receiving, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
12. Select P/O Receiving Label Quantity Input? | A, S or M. If you wish to print labels for all transactions, then answer “A” for automatic label quantity. You can select “S” to calculate the number of labels to be the number of transactions divided by the item user amount. Enter “M” for manual entry of the label quantity. |
13. Enter P/O Receiving Label Output Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
14. Enable BM Production Label Print Function? | Y or N. If you wish to generate a barcode label for BOMP Production Orders, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
15. BM Production Label Quantity Determine Method | A, S or M. If you wish to print labels for all transactions, then answer “A” for automatic label quantity. You can select “S” to calculate the number of labels to be the number of transactions divided by the item user amount. Enter “M” for manual entry of the label quantity. |
16. Enter BM Production Label Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
17. Enable SF Active Trx Label Print Function? | Y or N. If you wish to generate a barcode label for Shop Floor Active Transactions, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
18. SF Active Trx Label Quantity Method | A or S. If you wish to print labels for all transactions (quantity completed), then answer “A” for automatic label quantity. You can select “S” to calculate the number of labels to be the number of transactions (quantity completed) divided by the item user amount. |
19. Enter SF Active Trx Label Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
20 Enable COD Tag Label Print Function? | Y or N. If you wish to generate a barcode label when a COD Tag is printed, answer “Y” to this question. After entering “Y” and pressing <Enter>, the system will display a small window with fields for you to select. To mark a field to print, press <Enter> when the field description is highlighted. View the program setup to see what fields are available. |
21. Enter COD Tag Label Path & File Name | 40 alphanumeric characters. This field allows you to enter the file name of the ASCII file and the location where it will be created. Normally, you would create this file in the BarTenderâ directory. |
22. Use Windows or DOS version of Label Matrix | Elliott currently supports BarTender and this field is now obsolete. |
Using Bar Code Label Printing (Generating the ASCII File)
Generating File from Item Master
From Inventory Menu à Maintenance à Item File à Print Label
The Item Label Printing Screen allows you to define the records to print to the ASCII file. The above figure shows the items we have selected. After generating the file, the system will print out (depending on the output type from the print option window) a journal of the transaction.
Generating ASCII Files for the other areas mentioned under the setup are similar to the item master. The next procedure is to print the barcode labels from BarTenderâ.