Presales Interface Setup
Revised: 3/21/24
Version: 8.6 and Above
Alpha Document Number Support
If using alpha document numbers, set up alpha document number support for the Presales Generated Order. This option is available from System Utilities-> Global Setup-> System-> Company Specialized Control-> Change-> Custom-> Use Alpha Document Numbers. Set the Presales Generated Order option to Y or N.
Next Vessel ID Alpha Support
Global Setup -> Dist -> I/M Global Control -> Screen 2. Field 10. Next Vessel
ID now supports the entry of an alpha vessel number. When vessels are created in the Presales Transaction Import, Vessel Maintenance, Presales Transaction Update, or Warehouse Receiving Import, the applications support incrementing alpha vessel numbers.
Vendor EDI Profile Maintenance
Vendor EDI Profile Maintenance field 12. Import Vendor ASN Data has been added to indicate whether a vendor will provide ASN data to be imported and used in the Presales Interface.
Enable Vessels In PO Warehouse Receiving
The use of vessels in PO Warehouse Receiving must be enabled in Global Setup. Go To System Utilities-> Global Setup-> Dist-> PO Warehouse Receiving-> Field 3. Enable Vessel Batch Receiving Processing. Set this flag to Y. Presales Interface Global Setup
A new Global Setup screen is available for the Presales Interface. Go to System Utilities-> Global
Setup -> Add-Ons -> Presales Interface from the version 8.6 Elliott Control Center.
Note: This option is only available for versions 8.6 and above. This is a separately licensed add-on.
Enter the following options:
1. Enable Presales Interface? Default is N. Enter Y to enable the add-on.
2. Presales Locations: Enter up to 10 inventory locations that are designated as presales locations. If running the multi-bin enhancement, these locations should not use multi-bin.
3. Regular Locations: Enter the corresponding regular location. The the number of locations in field 2 must match the number of locations in field 3.
4. Presales Receiving Accrual Account - Enter the presales receiving accrual account. This account number will be used when presales transactions are posted and inventory is in the presales location.
5. Admin Users - Enter up to 10 administrator users. SUPERVISOR is automatically considered an admin user. Presales admin users can perform all functions. Non admin users can only view pending and history presales data.
6. Import ASN Path: Specify the path where the import CSV files will reside.
7. Default Presales Inventory Asset Account - Enter the presales inventory asset account. This account number will be used when presales transactions are posted and inventory is in the presales location. This account will be used if no account is setup for the presales location in I/M Material Cost Type Location Account File Setup.
2. Presales Locations: Enter up to 10 inventory locations that are designated as presales locations. If running the multi-bin enhancement, these locations should not use multi-bin.
3. Regular Locations: Enter the corresponding regular location. The the number of locations in field 2 must match the number of locations in field 3.
4. Presales Receiving Accrual Account - Enter the presales receiving accrual account. This account number will be used when presales transactions are posted and inventory is in the presales location.
5. Admin Users - Enter up to 10 administrator users. SUPERVISOR is automatically considered an admin user. Presales admin users can perform all functions. Non admin users can only view pending and history presales data.
6. Import ASN Path: Specify the path where the import CSV files will reside.
7. Default Presales Inventory Asset Account - Enter the presales inventory asset account. This account number will be used when presales transactions are posted and inventory is in the presales location. This account will be used if no account is setup for the presales location in I/M Material Cost Type Location Account File Setup.
8. Use Latest Time For Presales Filled Orders? - The default is N. If set to Y and Global Setup-> COP-Func-> Invoice Printing-> 7. Turn On Time Release Order is set to Y and using time release exceptions for different warehouse locations, those release times will be used when the presales order entry order is converted to an order for the regular inventory location.
9. Next Presales Order Number - Enter the next order number to be used when the presales order entry order is converted to an order for the regular inventory location.
10. Standard Order Reason Code - Enter the line item reason code to be used for presales orders entered through order entry or sales desk.
11. Web Order Reason Code - Enter the line item reason code to be used for presales orders that are created via web services. (Not used at this time.)
12. Move File with Errors to Different Folder? - Default is N. Enter Y to move import files to a different folder if errors are encountered during the import.
13. Move Import File with Errors to This Folder - If 12 is set to Y, enter the directory where the import files should be moved to if an error is encountered during the Presales Transaction Import.
9. Next Presales Order Number - Enter the next order number to be used when the presales order entry order is converted to an order for the regular inventory location.
10. Standard Order Reason Code - Enter the line item reason code to be used for presales orders entered through order entry or sales desk.
11. Web Order Reason Code - Enter the line item reason code to be used for presales orders that are created via web services. (Not used at this time.)
12. Move File with Errors to Different Folder? - Default is N. Enter Y to move import files to a different folder if errors are encountered during the import.
13. Move Import File with Errors to This Folder - If 12 is set to Y, enter the directory where the import files should be moved to if an error is encountered during the Presales Transaction Import.
14. Move Successful Import File to Archive Folder? -
Default is N. Enter Y to move import files to a different folder if the import is successful. Otherwise, the files will be deleted after a successful import.
15. Move Imported File to This Archive Folder - If 14 is set to Y, enter the directory where the import files should be moved to if no errors are encountered during the Presales Transaction Import.
16. Show NonNetable Presales Loc In New Rec Inq? - Default is N. If set to Y, non-netable presales location data will be displayed in the Newly Received Item Inquiry available from Sales Desk.15. Move Imported File to This Archive Folder - If 14 is set to Y, enter the directory where the import files should be moved to if no errors are encountered during the Presales Transaction Import.
17. Move Import File w/Non Presales Location? - Default is N. Enter Y to move import files with a purchase order ship-to for a non presales location to a different folder. If set to N and the error folder is setup in fields 12 and 13 above, the file will be moved to the error directory. If neither are setup, the file will be left in the import directory.
18. Move Non Presales Files to This Folder - If 17 is set to Y, enter the directory where import files with a purchase order ship-to for a non presales location should be moved.
18. Move Non Presales Files to This Folder - If 17 is set to Y, enter the directory where import files with a purchase order ship-to for a non presales location should be moved.
19. Realign Ser No During Recv Printing/Posting - Default is N. If set to Y, printing the PO Warehouse Receiving Edit List or posting PO Warehouse Receiving transactions will attempt to realign serial number scanned to the wrong PO or vessel.
20. Realign Based on 1st Digit of the Location Code - Default is N. If set to Y, the realignment routine will also look at regulars locations not listed in field 3 above as long as the first character of the location code matches a valid location. For example, if realigned a PO for location "P", the realignment routine would also consider a purchase order for the location "PB" when trying to realign serial numbers.
Programs Modified: NSCTLMN3, IMVESMNT, NWDOCNBR.CBL, ALPHADOC.PL, NSCTLFIL.FD, NSCTLFIL.W39, NSCTLFIL.W35, NSCTLFIL.W40, NSCTLINI, NSCTLMNV Recompile: NSCTLCOM
CLS