Cross-Reference Reference Manual

Transcription

1 Cross-Reference Reference Manual FASPAC 3.5 FPD/202

2 Faspac Systems, Inc Fay Avenue, Suite 301 La Jolla, CA Confidential and Proprietary Copyright 2000 Faspac Systems, Inc. All Rights Reserved This document is the trade secret property of Faspac Systems, Inc. and is protected by copyright law and international treaties. Its use by you is strictly governed by a license agreement. Unauthorized reproduction or distribution may result in severe civil or criminal penalties. Trademarks: FASPAC is a trademark of Faspac Systems, Inc. All other trademarks, registered trademarks, names, or product names contained in this publication are the property of their respective owners, and Faspac Systems, Inc. neither endorses nor otherwise sponsors any such product or services referred to herein.

3 Table of Contents Introduction...5 Cross Reference Maintenance (CR/MAI)...6 Cross Reference Inquiry (CR/INQ)...13 Cross Reference Listing (CR/LIS) FPD/202 CR - 3

4 TABLE OF CONTENTS CR - 4 FPD/202

5 INTRODUCTION Introduction The cross-reference number system allows part numbers other than FASPAC item numbers to be used to access inventory items. Whenever a cross-reference number is used throughout FASPAC, you must begin the entry with an exclamation point (!). If a customer or vendor refers to an inventory item by a different part number, problems may arise when the item is ordered or sold. To prevent confusion and save time, cross-reference numbers can be set up for those items that are ordered/sold under part numbers other than those set up in FASPAC. Each FASPAC item number can be linked to an unlimited number of cross-reference numbers. Once a FASPAC part is set up with a cross-reference number, the part can be ordered/sold by either number. Cross-reference numbers can be coded as alternate, customer, customer group, or vendor cross-reference numbers. This coding is done through the Pri Code field when creating a cross-reference number. When a cross-reference number is used in one of the order entry programs (OD, OP/DI, OP/ME, CS/SCE) or in Part Inquiry (PI), the Cross Reference file is searched in this sequence: Customer (Pri Code = C) Customer Group (Pri Code = G) Vendor (Pri Code = V) Alternate (Pri Code = A) UPC (Pri Code = U) When a cross-reference number is used in a purchase order program (PO/PE, PO/PL), the Cross Reference file is searched in this sequence: Vendor (Pri Code = V) Alternate (Pri Code = A) Alternate cross-reference numbers are not linked to a specific customer, customer group, or vendor. An example of when to use alternate cross-reference numbers would be when entering your catalog numbers for use in the FASPAC system. Cross-reference numbers can be deleted individually through Cross Reference Maintenance (CR/MAI). When a customer record is deleted, all cross-reference records for the customer are automatically deleted. When a vendor record is deleted, all cross-reference records for the vendor are automatically deleted. FPD/202 CR - 5

6 CROSS REFERENCE MAINTENANCE (CR/MAI) Cross Reference Maintenance (CR/MAI) Use this program to manage cross-reference numbers. The screen is divided into two areas: The header area, where you enter the priority code and your FASPAC part number. The line item area, where you enter one or more customer part numbers that are to be cross-referenced with your FASPAC part number. The field names will vary according to which Priority code is entered. Entry/Inquiry Screen Working with the Screen This section explains how to add, edit, and delete cross-reference items. More detailed Field Descriptions follow this section. Our example uses the Priority code C (for customer). From any FASPAC menu, type CR/MAI and press Return. The cursor starts in the Pri field. CR - 6 FPD/202

7 CROSS REFERENCE MAINTENANCE (CR/MAI) To add an entry: 1. In the Pri field, type a Priority code (C in our example) and press Return. The cursor moves to the Our Part Number field. Valid codes are displayed at the bottom of the screen: C=Customer Xref, G=Group Xref, V=Vendor Xref, A=Alternate Xref, U=UPC 2. Type the FASPAC part number and press Return. The cursor moves to the Customers Part Number field. Tip: To search for a FASPAC part number, enter only the first few letters or numbers and use the function keys to scroll through the list of existing FASPAC part numbers. Press Return to accept the part number. 3. Type the customer s part number and press Return. The cursor moves to the Customers Part Number field. You can also press SKIP to return to the Our Part Number field and change your part number. 4. Type the customer number and press Return. The cursor moves to the Description field (below the Customers Part Number field). 5. Optional. Type the description of the customer s part number and press Return. The cursor moves to the Note field. 6. Type one of the following Note codes and press Return. Y = The customer part number only will be printed as a note line. D = The customer part number description only will be printed as a note line. B = Both the customer part number and description will be printed as note lines. N = Neither will be printed as note lines. If you leave the field blank, the system will use Y as the default. You can also press F6 to display the Messages / Notes Maintenance screen if you want to inquire on or add notes. 7. The cross-reference entry is added and the cursor moves to a new blank line in the Customers Part Number field. 8. Repeat steps 4 to 7 to enter another part number, or press SKIP to enter another FASPAC part number. 9. When finished, press CMD+Q to exit the program. FPD/202 CR - 7

8 CROSS REFERENCE MAINTENANCE (CR/MAI) To edit an entry: You can only edit the Description and Note fields. If you edit the part number or customer number, a new record is created instead of the original record being changed. If a customer cross-reference number has changed, edit the current number, or add a new one and delete the old one. Do not just add the new one and change the Note flag to N for the old number. The system will try to print the first number in the file as per the Note flag. 1. In the Pri field, type the Priority code and press Return. 2. In the Our Part Number field, type the FASPAC part number and press Return. The cursor moves to the first blank line in the Customers Part Number field, above the existing cross-reference entries. 3. If there are only a few entries, press to move the cursor to the part number you want to edit. Tip: If there are many customer part numbers, you can retrieve the part number instead of moving the cursor to it. Type the customer s part number and customer number in the first blank line where you would type a new entry. When you press Return the existing entry will be displayed and the cursor will be in the Description field. 4. Edit the description by typing over the existing description and press Return. 5. Edit the Note code and press Return. 6. The changed record will be saved. 7. To rewrite the screen with your change, press CMD+B (for backup) or CMD+R (for restart). 8. When finished, press CMD+Q to exit the program. To delete an entry: 1. Press and to move the cursor to the part number. Tip: If there are many customer part numbers, you can retrieve the part number instead of moving the cursor to it. Type the customer s part number and customer number in the first blank line where you would type a new entry. When you press Return the existing entry will be displayed and the cursor will be in the Description field. 2. Press Return twice to move the cursor to the Description line. CR - 8 FPD/202

9 CROSS REFERENCE MAINTENANCE (CR/MAI) 3. Type DELETE (it overwrites the description) and press SKIP. 4. The part number is deleted. 5. Repeat steps 1 to 3 for other part numbers, or press SKIP to enter another FASPAC part number. 6. When finished, press CMD+Q to exit the program. Field Explanation Pri The Priority code indicates the type of cross-reference number. C = Cross-reference number for a specific customer. G = Cross-reference number for a specific customer group. V = Cross-reference number for a specific vendor. A = Alternate cross-reference number. U = UPC cross-reference number. To exit the program, leave blank and press SKIP. Different fields are displayed in the line item area in response to the Priority code entered here. Our Part Number The FASPAC part number that will be cross-referenced with a customer s part number, group s part number, vendor s part number, alternate part number, or a customer UPC number. The Description and Short Name are automatically displayed and cannot be changed. Error Messages: End Of Part No. File - SKIP to Continue The end of the Item file has been reached. Press SKIP to acknowledge this message and begin again. Invalid Part Number or Function Key or Part Not On Cross Reference File Either an invalid FASPAC Item Number was entered or the end of the Item file was reached while scrolling. Press Return to acknowledge this message and begin again. FPD/202 CR - 9

10 CROSS REFERENCE MAINTENANCE (CR/MAI) If you entered C for the Priority code: Customers Part Number The customer s part number. Cust The valid customer number from the Customer Master file (CP/MAI). Error Message: Invalid Customer Number Entered, SKIP - Reenter Customers Part The customer number entered is not in the Customer Master file (CP/MAI). Press Return to acknowledge this message and begin again. Description The description or note for this customer or part number. If you entered G for the Priority code: Groups Part Number The group part number. Group The Group ID. Description The description or note for this group or part number. If you entered V for the Priority code: Vendor s Part Number The vendor part number. Vend The valid vendor number from the Vendor Maintenance (AP/MAR/VM). Error Message: Invalid Vendor Number Entered, SKIP - Reenter Vendor Part The vendor number entered has not been set up in Vendor Maintenance (AP/MAR/VM). Press Return to acknowledge this message and begin again. CR - 10 FPD/202

11 CROSS REFERENCE MAINTENANCE (CR/MAI) Description The description or note for this vendor or part number. If you entered A for the Priority code: Alternate Part Number The alternate part number. Type This field is optional and can be left blank. It is used to categorize alternate cross-reference numbers. The Cross Reference Listing can be printed for specific Types. Description The description or notes for this alternate part number. If you entered U for the Priority code: The UPC numbers will always print after the normal cross-reference number note lines. Customers UPC The customer UPC number. Cust The valid customer number from the Customer Master file. If you want to assign a UPC number for all customers, press SKIP. Note: Field 23, UPC Cross Ref, in screen 2 of Customer Maintenance (CP/MAI) must be set to Y if: You want to enter orders using the UPC cross-reference items. You want to print the UPC items as note lines on the order. Note: If a FASPAC part number has a UPC cross-reference number assigned for a specific customer and another UPC number assigned for all customers, both UPC numbers will print on the pick tickets. Error Message: Invalid Customer Number Entered, SKIP - Reenter Customers Part The customer number entered is not in the Customer Master file (CP/MAI). Press Return to acknowledge this message and begin again. FPD/202 CR - 11

12 CROSS REFERENCE MAINTENANCE (CR/MAI) Description Enter a description or notes for this customer or number. Note This field applies to all Priority codes. Indicates if and how the cross-reference numbers are to be printed: B = The cross-reference number and description are included as note lines when the cross-reference number is used to enter an item on a customer order or purchase order. D = The cross-reference description is included as a note line when the cross-reference number is used to enter an item on an order. N = Neither the cross-reference number nor the description are included as note lines when the cross-reference number is used to enter an item on a customer order or purchase order. Y = The cross-reference number is included as a note line when the cross-reference number is used to enter an item on a customer order or purchase order. F6 = Displays the cross-reference Message / Notes Maintenance screen, where you can add or inquire on additional notes for this cross-reference item. These notes are for information only; they do not print. If this field is left blank, it uses Y as the default. CR - 12 FPD/202

13 CROSS REFERENCE INQUIRY (CR/INQ) Cross Reference Inquiry (CR/INQ) Use this program to view Cross Reference records. You cannot change records here; to edit a Cross Reference record, you must use Cross Reference Maintenance (CR/MAI). Please see page 6 for detailed information. Entry/Inquiry Screen FPD/202 CR - 13

14 CROSS REFERENCE LISTING (CR/LIS) Cross Reference Listing (CR/LIS) Use this program to print a list of cross-reference numbers. The report can be printed in FASPAC item number sequence or in cross-reference number sequence. Entry/Inquiry Screen Field Explanation Sequenced By Ours Or Theirs? (O/T) O = Print the listing in FASPAC item number, shortname, or category code sequence. T = Print the listing by cross-reference number. By Item, Name, Or Category (I/N/C) This field is only displayed if you entered O in the Sequenced By Ours Or Theirs field. I = Print the listing by FASPAC item number. N = Print the listing by short name. C = Print the listing by FASPAC category code. Selection By Range? (Y/N) Y = Print specific cross-reference numbers only. N = Print all the cross-reference numbers that fit the specified qualifications. CR - 14 FPD/202

15 CROSS REFERENCE LISTING (CR/LIS) Enter Start Of Range Enter End Of Range These fields are only displayed if you entered Y in the Selection By Range? field. Enter the range for which to print the listing. The entries must be made using the sequence option selected (FASPAC item number, shortname, category code, or cross-reference number). To print for one item number, shortname, category code, or cross-reference number only, enter the same characters in both fields. Is The Range Correct? This field is only displayed if you entered Y in the Selection By Range? field. Y = Everything is correct and the cursor moves to the next field. N = The cursor moves back to the range fields, allowing you to re-enter the range. Print For All Priorities? Y = Print for all Priority Codes (C, G, V, and A). N = Specify one Priority Code for which to print. Only Priority? This field is only displayed if you entered N in the Print For All Priorities field. A = Alternate C = Customer G = Group U =UPC V = Vendor For All Alternates? For All Customers? For All Groups? For All Customers? For All Vendors? The appropriate field is displayed according to the Priority code you entered in the Only Priority? field. Y = Print all the cross-reference numbers for the specified Priority code. N = Print only one specific customer, group, vendor, alternate type, or UPC. FPD/202 CR - 15

16 CROSS REFERENCE LISTING (CR/LIS) Only For Alternates? Only For All Customers? Only For All Groups? Only For All Customers? Only For All Vendors? The appropriate field is only displayed if you entered N in the For All Alternates/Customers/Groups/Customers/Vendors? field. Enter the specific customer, group, vendor, UPC, or alternate type for which to print the listing. Do You Wish To Continue Y/N? This field allows you to double check your entries before printing the listing. Y = Print the report. N = Exit the program without printing the report. CR - 16 FPD/202

17 CROSS REFERENCE LISTING (CR/LIS) Sample Listing COMPANY: 10 FASPAC 3.4 DEMO FILES PAGE 1 RUN ID: CRL PART NUMBER CROSS REFERENCE LISTING 06/30/99 RUN BY: WPD BY OUR PART NUMBER 16:27:36 04/30/99 OUR PART NUMBER/CUSTOMERS PART NUMBER DESCRIPTION/COMMENT SHORT NAME CATEGORY ================================================================================================================================ / SBNMSEEP TESTING QUALS E0309 M E0309 Alt /10F400SDW6A 10 X 4 DRYWALL SCREW H&B.PHOS ANTIQUE BRASS TST Cust Cust 79 / HEX CAPS HCS Cust 1541 / BWH HEX CAPS HCS BWH Cust 16 / THIS IS A TEST OF A 30 CHARACTER PART NUMBER &DESC TEST HCS BH Cust 25 /123TEST-NEW TEST TEST BO Cust 11 /13463 TEST ITEM HCS HCS TESTCRITEM Cust Cust 1541 /25C50HCS5Z DAD SPECIAL TEST PART S-25C50HCS5Z HCS CR32 Cust 25 CR#2 Cust 25 /AAAAAAAAA TEST FOR CATEGORY LISTING TEST DHM 12 Cust 1 CR#5 Cust 25 /BCG KIT2-2 1/4 YELLOW ZINC CARRIAGE BOLTS CGE KIT2 127 DDD Cust 1 NOTETEST Cust 25 /BGC KIT1-NEW this is a test part #1 BCGKIT1 127 THISISATEST A TEST CUSTOMER Cust Cust 2 CONTRACTCUSTOMERLINE001PART### Cust 2 KITITEM321CHANGED Cust 25 KITITEM321 Cust 25 /BCG KIT1 THIS IS A TEST Alt SI001 /BOB TEST BOB TEST ITEM BOB 001 BOB TEST ITEM Cust 1 /BOX 510 this is a test part #2 BOX 510 CRT RICHS TEST CONT2 Cust 1 BOX 510 Cust 1 37C400HCS5 Cust 5 10 Cust 7 10 Cust Cust 23 FPD/202 CR - 17

18 CROSS REFERENCE LISTING (CR/LIS) CR - 18 FPD/202