ACTIVANT SDI. E-Commerce Module V3.1 Reference Manual. Version 13.0

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1 ACTIVANT SDI E-Commerce Module V3.1 Reference Manual Version 13.0

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 13.0 Publication Date:

3 e-commerce MODULE V TABLE OF CONTENTS OVERVIEW... 4 PROGRAM LIST... 5 FILE NAME LIST... 7 OESWSET... 8 ECCTRLMTN... 9 ECCTRLLST OECTRLMTN INCATMTN ININFOMTN OEPRINT ECPENDLST ECLOGLST ECADDCOMP INATTRLST INPILLST INDEX Activant, Inc. 3

4 OVERVIEW The SDI e-commerce System is a series of application programs designed to allow users of ACTIVANT's SDI software to offer a real-time query and order-placing facility to their customers. The user's customers (referred to as COMPANIES) use their own PC and internet service provider to link up to the seller's web site. Once linked to the seller's web site, the company's operators (referred to as the USERS), can select what functions they would like to work with. Activant, Inc. 4

5 PROGRAM LIST Program Name Purpose EC31SWSET This program will be executed automatically by the sd-ec31config shell script when upgrading to 3.1 e-commerce. It will set the OECONTROL switch 'Using 3.1+ E-Commerce System'. ECADDCOMP Executed on the seller's system, this batch routine is used to create the company and default user profiles for a customer. ECCTRL31SS This program will create the 3.1 administrator account in the ECFCONTROL file. ECCTRLCHK This program will check the current e-commerce company and user codes for embedded spaces, unix special characters and e-crm portal reserved words and list them. The following e-crm portal reserved words cannot be used as a company or user code: 1, NEWS, NEWSBAK, NONAME, PSKINS, TEMP, TEMPUSER, TEST, TESTALL. ECCTRLEXP This program will export the ECFCONTROL user information so it can be added to the 3.1 e-commerce portal login files. It will be run by the sd-ec31import shell script. ECCTRLLST ECCTRLMTN ECLOGLST ECPENDLST Used on the seller's system to list out on paper the contents of the ECFCONTROL file. Shows all existing companies and users along with their options, system parameters, and current message board. Used on the seller system to establish system-wide controls, add/change/delete authorized companies and users; authorize individual user functions; maintain individual user's price, and availability displays; maintain the message board. Executed on the seller's system, this routine produces a listing showing a summary of all actions taken during all ECS sessions. An option is provided to separate individual users' and company's sessions. This program is executed by the seller to list ECS orders or estimates. Activant, Inc. 5

6 e-commerce MODULE V PROGRAM LIST - CONTINUED Program Name Purpose INATTRLST This program will list the part numbers in the Attribute Matching files by main group or part number. INCATMTN ININFOMTN Used to set the option to exclude the inventory items of a Category/Class from the e-commerce inquiry page. This program is used to set the image, thumbnail, and URL link names of an inventory item that will be displayed by the e-commerce web pages. This program is also used to set the option to exclude the inventory item from the e-commerce inquiry page. This program can be run as a stand-alone program or be called from the INMAINT and INQUIRY programs. ININVECST This program will be run during the installation of the e-commerce module. It will read through the INVENTORY file and move the e-commerce image name to the INFINFO file. The image name will then be removed from the INVENTORY record. INMAINT Used to maintain the INVENTORY file. ININFOMTN will be called by INMAINT to maintain the e-commerce inventory information. INPILLST This program will list the Personal Inventory file by customer number, sales category/class and location. INQUIRY Used to inquire into e-commerce orders and inventory information. OECTRLMTN OEPRINT Used to enter the printer information for immediate printing of orders. A new file home was added to allow the work files created by the e-commerce web pages to be put in a separate directory. These work files could then be easily removed when they are not needed anymore. Used to print orders entered through the e-commerce web pages. Activant, Inc. 6

7 FILE NAME LIST File Name ECFCONTROL Purpose Contains the system parameters used by the e-commerce programs. ECFCSTMRPO Lookup file for order query through e-commerce. ECFLOG Contains a summary of options processed by the e-commerce program. ECFMESSAGE Holds the SIGNON message displayed by the e-commerce program. ECFPARTLINE Lookup file for order query by company part number. INFCSTPART Holds customer part numbers for the Personal Inventory feature. INFGROUP Holds sub-group and attribute name information for the Attribute Matching feature. INFINFO This file contains the add-on module inventory file information. INFMAINGROUP Holds attribute main group information for the Attribute Matching feature. INFPARTGROUP Holds attribute group information at the part number level for the Attribute Matching feature. SDOESCREEN Holds screen formats used by the ECCTRLMTN program. Activant, Inc. 7

8 OESWSET PURPOSE IN RELATION TO THE e-commerce MODULE This program should be run to verify that the e-commerce Module has been activated. The program will display the current settings for all of the Add-On Modules. STEPS TO ACCESS PROGRAM Execute SD-RUN Enter OESWSET in the Program Name field. The question "Using E-Commerce System?" should display "ON". If the setting is "OFF" and the e-commerce Module has been licensed, contact the Information Resource Center for the procedure for activating this option. Activant, Inc. 8

9 ECCTRLMTN PURPOSE: This program is part of the e-commerce Module. It is used to set up the ECS system, change passwords, add/change/delete companies and users, and change functions of companies and users. NOTE: e-commerce 3.1 users who are NOT using e-crm will have a company code of 'SYSTEM' and a user code of 'SETUP' automatically added by the e-commerce V3.1 install. These codes are necessary to utilize the new Personal Inventory and Attribute Matching features. FILES USED: OECONTROL ECFCONTROL ECFMESSAGE ECFCSTMRPO ECFLOG OESHIPTO ECFPARTLINE ARFCSTMR INFLOCATIONS SDOESCREEN STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from SDI Master Menu to access the ADDON Module Master Menu. 2) Enter option 11 from the ADDON Module Master Menu to access the E-COMMERCE Master Menu. 3) Enter option 1 from the E-COMMERCE Master Menu to initiate the Control File Maintenance program (ECCTRLMTN). Activant, Inc. 9

10 ECCTRLMTN - CONTINUED INITIAL INPUT OPTION Enter in format: CREATE CREATE Enter 'CREATE' to create the file system necessary to run the e-commerce Module. Activant, Inc. 10

11 E C S C O N T R O L M A I N T E N A N C E ] (E)nd [ ] Company Code [ ] User Code [ ] To set up the SYSTEM : Enter "SYSTEM" in 'Company Code' and spaces in options 'User Code' and <Xmit>. To set up the SIGNON : Enter "SYSTEM" or a company's code in 'Company Code' message and 'SOMSG' in 'User Code' and <Xmit>. Use "DEFAULT" to set up the default SIGNON message to clone from. To set up or change : Enter a company's code in 'Company Code' and spaces a company's options in 'User Code' and <Xmit>. Use "DEFAULT" to set up the default company profile to clone from. To set up or change : Enter the company code in 'Company Code' and a user's a user's options code in 'User Code' and <Xmit>. The user code will at the company be the user's password. Enter "USER" to set up the default user for a company. Enter "USER" along with a company's code of "DEFAULT" to set up the default user profile to clone from. ECS CONTROL MAINTENANCE - MAIN OPTIONS SELECTION SCREEN This screen is used to select the option to be maintained. The options include; system options, sign-on messages, company's options, and user's options. Special Notes: An individual user may not be set up until the company record has been set up. ECS will check for this condition and advise the operator if an error is found. During Company creation, the DEFAULT USER will be displayed. ONLY enter default user information IF you want that customer to have access to e-commerce without a User ID (password). Activant, Inc. 11

12 E C S S Y S T E M S E T U P ] (V)oid [ ] System Data: Display name [ ] Phone number [ ] Lead time factor ^ ] Edit user's address [ ] Auto kit building option [ ] End kit building option [ ] Use CB order number range [ ] Order Header Ordered By: Use the user's initials instead of the user's password [ ] Order Requested Date: The date must be entered by the user [ ] An "ASAP" entry defaults to a (Z)ero date or the (S)ystem date [ ] Order Comments Labels: Shipping information page [ ] Part number list page [ ] Part Number List Page: Display part number available quantities allowing user override [ ] Company Code Label on Logon Page: [ ] ECS SYSTEM SETUP SCREEN This screen displays when the following entries are made on the ECS Control Maintenance - Main Options Selection Screen; "SYSTEM" in the 'Company Code' field, and <spaces> in the 'User Code' field. Activant, Inc. 12

13 ECCTRLMTN - ECS SYSTEM SETUP SCREEN - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. System Data: Display Name Enter the name to be displayed during e-commerce sessions. Phone number Enter the telephone number to be displayed during e-commerce sessions. The display will read "THIS ITEM OR AN ALTERNATE ITEM MAY BE AVAILABLE. PLEASE CALL: <Phone number>". This display will be presented when inadequate stock is available to fill a customer's demand. Lead time factor Enter the number of days to be added to the inventory part number s lead time factor when displaying lead time on out of stock items to e-commerce customers. Edit user's address Enter 'Y' to edit the entered address against the one that has previously been saved in the user's control record. Enter 'N' to allow any to be entered when a user logs in to the e-commerce module. Auto kit building option The valid kit building options are 'B', 'D', 'U', 'O', 'I', and 'P'. Leave this field blank to not utilize the auto kit building options. Note: For full details on kit building options see Appendix E for the Order Entry Module. End kit building option The valid end kit building options are 'E' or 'S'. Leave this field blank to not utilize the auto kit building options. Note: For full details on kit building options see Appendix E for the Order Entry Module. Activant, Inc. 13

14 ECCTRLMTN - ECS SYSTEM SETUP SCREEN - CONTINUED Use CB order number range Enter 'Y' to use the Counter Billing order number range when creating e-commerce orders. The order Invoice Type will be set to On Account (a value of 2) and the orders will be printed using the CBAPPRINT program. Enter 'N' to not use the Counter Billing order number range. Order Header Ordered By: Use the user's initials instead of the user's password Enter 'Y' to optionally allow the entry of the user's initials (instead of the user's password) in the 'ordered by' field in the order header record within the e-commerce program. Enter 'N' to only allow the users password in the 'ordered by' field in the order header record within the e-commerce program. Order Requested Date: The date must be entered by the user. Enter 'Y' to force the entry of the requested date on the e-commerce order confirmation page. Enter 'N' to allow a zero requested date. An "ASAP" entry defaults to a Zero date or the System Date. Enter 'Z' to have the entry of the "ASAP" literal default to a zero date. Enter 'S' to have the entry of the "ASAP" literal default to the system date. Order Comments Labels: Shipping information page Enter the literal that will override the default "Comments" heading for the order comments entry field on the e-commerce order confirmation page. Part Number list page Enter the literal that will override the default "Comments" heading for the add to order comments entry field on the e-commerce order line detail page. Activant, Inc. 14

15 ECCTRLMTN - ECS SYSTEM SETUP SCREEN - CONTINUED Part Number List Page: Display part number available quantities allowing user override Enter 'Y' to display the part numbers with the primary location available and the total available for each part number that is displayed. When this option is set to 'Y", it can be overridden for an individual user. Enter 'N' to display the part numbers without the available quantities. When this option is set to 'N', it is a system wide setting and it cannot be overridden for an individual user. Company Code Label on Logon Page: Enter the literal that will override the default "Company:" heading for the company code entry field on the e-commerce logon page. Activant, Inc. 15

16 E C S S I G N O N M E S S A G E ] (V)oid [ ] Company Code ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] Delete [ ] ECS SIGNON MESSAGE - MAINTENANCE SCREEN This screen displays when the following entries are made on the ECS Control Maintenance - Main Options Selection Screen; "SYSTEM" (or a valid Company code) in the 'Company Code' field, and "SOMSG" in the 'User Code' field. Activant, Inc. 16

17 ECCTRLMTN - ECS SIGNON MESSAGE - MAINTENANCE SCREEN - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. Message lines Enter any message to be displayed at sign-on to this company, or if 'SYSTEM' was entered, to all users lacking a sign-on message. Enter <spaces> (all message lines are left blank) to disable the message board. Delete Enter 'DELETE' to remove this sign-on message. Activant, Inc. 17

18 E C S C O M P A N Y S E T U P ] (V)oid [ ] Company Code ] Company display name [ ] Account number ^ ] (sold to) Ship to number ^ ] Other A/R number ^ ] (overrides other A/R number in ARFCSTMR file) Credit level [ ] (0-9, 8 = stop 'Order Entry', 9 = stop ECS) Discount Percent ^ ] (added to discount percent in ARFCSTMR file) Account prices [ ] (Y = display the account s prices on inventory lists) Order creation [ ] (I = create immediately, H = hold for release) Order printing [ ] (Y = print orders immediately) Printer name [ ] (for 'Order printing' option 'Y') Pipe name [ ] (same as an OEENTRY print pipe name) Order location ^ ] (inventory location) Extended description ^ ] (0-10 lines to show in E-Commerce) Use personal inventory list [ ] (Y = personal, N = standard, B = both) Confirm page comments label [ ] Add to order page comments label [ ] Users must enter address [ ] Delete this Company & all Users [ ] ECS COMPANY SETUP SCREEN This screen displays when the following entry is made on the ECS Control Maintenance - Main Options Selection Screen; "a valid Company code" in the 'Company Code' field. During Company creation, the DEFAULT USER will be displayed. ONLY enter default user information IF you want that customer to have access to e-commerce without a User ID (password). Activant, Inc. 18

19 ECCTRLMTN - ECS COMPANY SETUP SCREEN - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. Company Code The "Company Code" entered on the ECS Control Maintenance - Main Options Selection screen will be displayed here. This field is for display purposes only and cannot be changed. Company display name Name to be displayed when prompting the customer to enter their part number (i.e., ENTER <Company display name> PART NUMBER..). Account number Enter a valid customer number for orders entered using this company code. This would be the same customer number that would be used if entering the order through the OEENTRY program. Ship to number Enter a valid ship-to number for the customer number entered for this company code. Enter <spaces> if there is only one ship-to record for the customer, and it will automatically be assigned. Enter <spaces> if there are no ship-to records built for the customer. Other A/R number Enter a valid customer number for orders entered using this company code. This would be the same customer number that would be used in the "Other A/R Number" field if entering the order through the OEENTRY program. Activant, Inc. 19

20 Credit level ECCTRLMTN - ECS COMPANY SETUP SCREEN - CONTINUED Enter '0' if this company can process orders. Enter '8' to allow the company to query parts, but not to process orders. Enter '9' to deny access to e-commerce for this company. Discount Percent Enter the extra on-line discount percent for this customer. This field can have only one decimal place. Account prices Enter 'Y' to display the customer s actual price for an item on the inventory list pages. The price column heading will display 'Your Price' and the standard and special pricing logic will be performed. Enter 'N' to display an item s list price (Price 1) on the pages. The price column heading will display 'List Price'. Order creation Enter 'H' if orders from this company are to be created as "Estimates" with no inventory reservation. If this option is used, the Estimate can be changed to a regular order by removing the 'X' from the "Estimate" field through the OEENTRY program. Enter 'I' if orders from this company are to create an actual order. Inventory demand and customer in-process amounts will be updated. Order printing Enter 'N' if orders from this company are to be held for future printing. Enter 'Y' if orders from this company are to be immediately printed at the printer indicated on the next line. Printer name Enter the name of the printer on which to print orders from this company if the previous option was 'Y'. Activant, Inc. 20

21 ECCTRLMTN - ECS COMPANY SETUP SCREEN - CONTINUED Pipe name Enter the pipe name to be used when immediately printing orders for this company. This option is normally left blank, and is only used if the "Order printing" option is 'Y'. Order location Enter the inventory location from which orders from this company will be filled and inventory queries will be processed. Extended description Enter the number of lines of extended description to be displayed to this company when using e-commerce. Use personal inventory list Enter 'Y' to use the personal inventory list option the standard inventory search will not be available. Personal inventory is defined as a customer specific customized inventory. The specific inventory items which should be included within the customer's personal inventory are defined within the e-crm setup. Enter 'N' to use the standard inventory search options the personal inventory list option will not be available. Enter 'B' to allow both the standard inventory search options and the personal inventory list option. Confirm Page Comments Label Enter the literal that will override the default "Comments" heading and the system comments label for the order comments entry field on the e-commerce order confirmation page. Add to Order Page Comments Label Enter the literal that will override the default "Comments" heading and the system comments label for the add to order comments entry field on the e-commerce order line detail page. Activant, Inc. 21

22 ECCTRLMTN - ECS COMPANY SETUP SCREEN - CONTINUED Users must enter address Enter 'Y' to force the customer's user to enter an address on the logon page. The address entered will not be saved in the user's profile. Enter 'N' to allow the customer's user to leave the address entry field blank and default to the address from the user profile. An address entered will be saved in the user's profile. Delete this Company & all Users Enter 'DELETE' to delete this company and all users within this company from the list of authorized companies/users. Note: During Company creation, the DEFAULT USER will be displayed. ONLY enter default user information IF you want that customer to have access to e-commerce without a User ID (password). Activant, Inc. 22

23 Company Code ] User Code ] E C S U S E R S E T U P ] (V)oid [ ] User display name [ ] User address [ ] User's available display [ ] 1 = do not show available 2 = show all available 3 = show primary available only User's price display [ ] 1 = price, net 4 = price only 2 = price, discount, net 5 = no prices 3 = net only Options for this user (enter "Y" to permit functions) [ ] Enter orders (I = create immediately, H = hold for release) [ ] Display quantity breaks [ ] Query open/closed orders [ ] Query open/closed orders by part number [ ] Query "ALL" orders [ ] Query "ALL" ECS orders [ ] Maintain their part numbers [ ] Access credit status tab [ ] Maintain the personal inventory list Delete this User [ ] ECS (INDIVIDUAL) USER SETUP - MAINTENANCE SCREEN This screen displays when the following entries are made on the ECS Control Maintenance - Main Options Selection Screen; "a valid Company code" in the 'Company Code' field, and "a user code" in the 'User Code' field. This screen is used to control the functions available and the format of price and availability display for each individual user of the ECS system. Activant, Inc. 23

24 ECCTRLMTN - ECS (INDIVIDUAL) USER SETUP - MAINTENANCE SCREEN - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. User display name Enter the name to be displayed to the user at sign-on. This name is also displayed in the log. User address Enter 'up to 40 characters' for the address of this user. User's available display Enter '1' to not display the available quantities to the user. Enter '2' to display the entire available quantity to the user. NOTE: If the seller's actual available quantity is less than zero, zero will be displayed to the user. Enter '3' to display only the primary available quantity of a part number to the user. User's price display Enter '1' if ECS is to display list (Price 1) and net price only. Enter '2' if ECS is to display list, discount percent and net price. Enter '3' if ECS is to display net price only. Enter '4' if ECS is to display list price only. Enter '5' if ECS is to display no prices to this user NOTE: Price display applies to both stock and order queries. Activant, Inc. 24

25 ECCTRLMTN - ECS (INDIVIDUAL) USER SETUP - MAINTENANCE SCREEN - CONTINUED Options for this user (enter "Y" to permit functions) Enter orders (I = create immediately, H = hold for release) Enter 'Y' to permit this user to enter orders using the default company order creation option. Enter 'H' if orders from this user are to be created as "Estimates" with no inventory reservation. If this option is used, the Estimate can be changed to a regular order by removing the 'X' from the "Estimate" field through the OEENTRY program. This will override the default company order creation option. Enter 'I' if orders from this user are to create an actual order. Inventory demand and customer in-process amounts will be updated. This will override the default company order creation option. Enter 'N' to restrict this option. Display quantity breaks Enter 'Y' to permit the user to view quantity breaks available for a part. Enter 'N' to restrict this option. Query open/closed orders Enter 'Y' to permit the user to check the status of open and closed orders from their company. Enter 'N' to restrict this option. Query open/closed orders by part number Enter 'Y' to permit the user to check the status of open and closed orders from their company by using the Seller's part number. Enter 'N' to restrict this option. Activant, Inc. 25

26 ECCTRLMTN - ECS (INDIVIDUAL) USER SETUP - MAINTENANCE SCREEN - CONTINUED Query "ALL" orders Enter 'Y' to permit the user to check the status of all orders from their company regardless if they were entered through the OEENTRY program or e-commerce. Enter 'N' to restrict the user from checking the status of orders through the OEENTRY program. Query "ALL" ECS orders Enter 'Y' to permit the user to check the status of orders from their company if they were entered through e-commerce. Enter 'N' to restrict this option. Maintain their part numbers Enter 'Y' to permit the user to maintain their part numbers in the OEFCSTPART file. Enter 'N' to restrict this option. Access credit status tab Enter 'Y' to permit the user to have access to credit status tab. Enter 'N' to restrict this option. Maintain the personal inventory list Enter 'Y' to permit the user to maintain their personal inventory list using the Maintain Personalized List feature from the action drop down. Enter 'N' to restrict this option. Delete this User Enter 'DELETE' to remove this user from the list of persons authorized to use ECS. Activant, Inc. 26

27 E C S S Y S T E M M A I N T E N A N C E S E T U P (V)oid [ ] Default fields for maintenance: Company [ ] Division ^ ] Location ^ ] Logon address [ ] ECS SYSTEM MAINTENANCE SETUP SCREEN This screen displays when the following entries are made on the ECS Control Maintenance - Main Options Selection Screen; "SYSTEM" in the 'Company Code' field, and "SETUP" in the 'User Code' field. This screen is used to set the default company code, division and location that will be used by the 3.1 e-commerce System Maintenance Page. Activant, Inc. 27

28 ECCTRLMTN - ECS SYSTEM MAINTENANCE SETUP - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. Default fields for maintenance: Company Enter '3 characters' for the default company code. This value is used to load the default company code within the system setup login of e-commerce. Division Enter '3 digits' for the default company division. This value is used to load the default division within the system setup login of e-commerce. Location Enter '3 digits' for the default inventory location. This value is used to load the default location within the system setup login of e-commerce. Logon address Enter an address or any combination of letters and numbers. This will be verified when logging into the 3.1 e-commerce System utilizing the system setup login. Activant, Inc. 28

29 ECCTRLLST PURPOSE: This program is part of the e-commerce Module. It is used to list the ECS system passwords, companies, users and functions of companies and users. FILES USED: OECONTROL ECFCONTROL ECFMESSAGE STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from SDI Master Menu to access the ADDON Module Master Menu. 2) Enter option 11 from the ADDON Module Master Menu to access the E-COMMERCE Master Menu. 3) Enter option 2 from the E-COMMERCE Master Menu to initiate the Control File Listing program (ECCTRLLST). This program has no initial input options or run time questions. Activant, Inc. 29

30 OECTRLMTN PURPOSE IN RELATION TO THE E-COMMERCE MODULE This program is used to enter the printer information for immediate printing of orders and to optionally set the file home for the web pages work files. STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 2 from the SDI Master Menu to access the Order Entry / Invoicing Master Menu. 2) Enter option 1 from the Order Entry / Invoicing Master Menu for the Order Entry / Invoicing Maintenance Menu. 3) Enter option 1 from the Order Entry / Invoicing Maintenance Menu for Control File Maintenance (OECTRLMTN). Activant, Inc. 30

31 O E C O N T R O L M A I N T E N A N C E ] (E)nd [ ] Order Entry/Invoicing [ ] Inventory/Purchase Orders [ ] Accounts Receivable/Cash [ ] Terms/Ship Via (Routing) [ ] File Homes/Create [ ] OEENTRY OE Mode Printers [ ] OEENTRY CB Mode Printers [ ] Valid Inventory Locations [ ] Add On Codes / Print Messages [ ] Miscellaneous Options (1 5) [ ] Inventory Spare Fields [ ] Customer Spare Fields [ ] Disputed Invoice/CM Reasons [ ] Rental Information [ ] e-crm Browser Options [ ] Print Options [ ] Customer Default Maintenance [ ] OECTRLMTN MAIN OPTIONS SELECTION SCREEN This is the Order Entry Control Maintenance selection screen. It is used to select the desired maintenance option. Each selection will display a page of options for the distribution modules. Activant, Inc. 31

32 OECTRLMTN - MAIN OPTIONS SCREEN - CONTINUED End Enter 'E' to end this program. Enter <spaces> for normal entry. OEENTRY OE Mode Printers Enter 'X' to display or maintain the direct print printer information. Activant, Inc. 32

33 O E E N T R Y O E M O D E P R I N T E R S ] Void [ ] Name Number Pipe Name Default Location Page Adv 1 [ptr6 ] ^001] [AB] [C] ^001] [ ] 2 [ptr7 ] ^002] [CD] [O] ^001] [ ] 3 [ptr8 ] ^003] [ ] [P] ^001] [ ] 4 [ptr9 ] ^004] [EF] [0] ^002] [ ] 5 [ ] ^ ] [ ] [ ] ^ ] [ ] 6 [ ] ^ ] [ ] [ ] ^ ] [ ] 7 [ ] ^ ] [ ] [ ] ^ ] [ ] 8 [ ] ^ ] [ ] [ ] ^ ] [ ] 9 [ ] ^ ] [ ] [ ] ^ ] [ ] 10 [ ] ^ ] [ ] [ ] ^ ] [ ] Page [001] of [100] OEENTRY OE MODE PRINTERS MAINTENANCE SCREEN This screen is used to enter printer information for orders. If printing orders immediately, the orders printer number will be determined by a match between the 'EC' companies printer name and pipe code and the TDAPCONTROL file (maintained on this screen). The first match found within the TDAPCONTROL file is the printer number to be assigned to the order. If batch printing orders, the orders printer number is set to '04'. The 'EC' companies printer name and pipe code are maintained via the ECCTRLMTN program. See the OECTRLMTN program documentation in the Order Entry Invoicing Reference Manual for field explanations. Activant, Inc. 33

34 OECTRLMTN - OEENTRY OE MODE PRINTERS MAINTENANCE SCREEN - CONTINUED Void Enter 'V' to void this screen. New entries currently on this screen will be ignored. Enter <spaces> for normal entry. Number Enter '04' if batch printing orders. Activant, Inc. 34

35 F I L E H O M E S / C R E A T E ] Void [ ] Path Name Create 1 Oeheader, Oelines [ ] [ ] 2 Inventory,Inexdesc,Inexplo [ ] [ ] 3 Cstmr, Warehouse, Arfstate [ ] [ ] 4 Incategory, Incodivcat [ ] [ ] 5 Oeshipto [ ] [ ] 6 Open-Items [ ] [ ] 7 Arfslsmn [ ] [ ] 8 Oeprice, Oefrebate [ ] [ ] 9 Oehistory [ ] [ ] 10 Arfcustcat [ ] [ ] 11 Ivfdayreg, Ivfmtdreg [ ] [ ] 12 G.L. Files [ ] 13 Pofheader, Poflines [ ] [ ] 14 Pofhistory [ ] [ ] 15 Oefcheader, Oefclines [ ] [ ] 16 Vendor, Pofauxvend [ ] [ ] 17 Inftag (Lumber Customers Only) [ ] [ ] 18 AVP Tax System [ ] 19 Sort/Work Files [ ] FILE HOMES / CREATE - MAINTENANCE SCREEN This screen is used to enter the path names for all data files in the SDI Distribution modules. Once entries are made, all distribution programs will use these path names to find the data files required. All information entered on this screen is held in the ARCONTROL and OECONTROL files. If the work files created and used by the e-commerce web pages are to be put into a separate directory, enter a path in number 19. See the OECTRLMTN program documentation in the Order Entry Invoicing Reference Manual for field explanations. Activant, Inc. 35

36 OECTRLMTN - FILE HOMES / CREATE - MAINTENANCE SCREEN - CONTINUED Sort/Work Files This option is used if the work files created and used by the e-commerce web pages are to be put into a separate directory. Enter 'up to 7 characters' for the full path name of the directory. Activant, Inc. 36

37 INCATMTN PURPOSE IN RELATION TO THE e-commerce MODULE This program is used to set the option to exclude the entire Category/Class from the e-commerce inquiry page. STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 4 from SDI Master Menu to access the Inventory Control Menu. 2) Enter option 1 from the Inventory Control Menu to access the Inventory Maintenance Menu. 3) Enter option 1 from the Inventory Maintenance Menu to execute the Inventory Category/Class Maintenance program (INCATMTN). Activant, Inc. 37

38 C A T E G O R Y F I L E M A I N T E N A N C E ] (V)oid [ ] Category/Class: AA01 Description [AUTOMOTIVE ARMATURE STARTERS ] Minimum G.P.% [10.0] Maximum G.P.% [40.0] Non Stock Default Category/Classes Pricing Sales [AAPR] PRICING CATEGORY/CLASS [AASA] SALES CATEGORY/CLASS Exclude from E-COMMERCE Sales [Y] Delete [ ] CATEGORY/CLASS FILE MAINTENANCE SCREEN This is the Category/Class File Maintenance Screen. It displays the parameters defined for the selected category/class. See the INCATMTN program documentation in the Inventory Control Reference Manual for field explanations. Activant, Inc. 38

39 INCATMTN - CATEGORY/CLASS FILE MAINTENANCE SCREEN - CONTINUED Exclude from E-COMMERCE Sales Enter 'Y' to exclude the inventory items of this Category/Class from displaying on the e-commerce part number inquiry page. Enter 'N' to allow the inventory items of this Category/Class to display on the e-commerce part number inquiry page. Activant, Inc. 39

40 ININFOMTN PURPOSE: This program is part of the Inventory Maintenance Subsystem. It is used to add, change, or delete information from the inventory information add-on file (INFINFO). This program can be run by more than one terminal simultaneously. This program will allow the maintenance of the global location or a single locations. This program can be run as a stand-alone program or be called from the INMAINT and INQUIRY programs. FILES USED: OECONTROL INFINFO INVENTORY INFLOCATIONS SDOESCREEN STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from the SDI Master Menu to access the ADDON Modules Menu. 2) Enter option 11 from the ADDON Modules Master Menu to access the E-COMMERCE Module Menu. 3) Enter option 6 from the E-COMMERCE Module Menu to initiate the Inventory File Information Add-on File Maintenance program (ININFOMTN). Activant, Inc. 40

41 I N V E N T O R Y I N F O M T N ] (E)nd, (V)oid [ ] Part Number [ ] Location ^ ] E-COMMERCE Info [ ] E-COMMERCE URLs [ ] INVENTORY INFORMATION ADDON MAINTENANCE SELECTION SCREEN This is the Inventory Information Add-on Maintenance Selection Screen. It would be displayed if the program is run in the stand alone mode. When a part number and location number are entered and one of the options are selected and the screen is transmitted, the program will search the inventory information add-on file for the combination. If found, the inventory part add-on information screen will be displayed with the existing add-on information for the part. If the part number is not found, the inventory part add-on information screen will be displayed with all fields blank, and the message 'CREATING NEW GLOBAL RECORD RECORD' at the bottom of the screen. Enter the appropriate information and transmit. If no errors are detected, the requested screen will be displayed. If errors are found, an error message will appear at the bottom of the screen. Make the necessary corrections and re-transmit. The field names and an explanation of each follows. Activant, Inc. 41

42 INVENTORY INFORMATION ADDON MAINTENANCE SELECTION SCREEN - CONTINUED End, Void Enter 'E' and transmit to end the program. The program will ignore any entries currently on the screen. Enter 'V' to void entries on this screen. The program will ignore any entries currently on the screen and return a refreshed screen. Part Number The part number must be manually entered. Enter 'up to 12 characters' (18, or 22 if applicable) for the part number to create or maintain. Location This location number will validate against the INFLOCATIONS file (maintained via the OECTRLMTN program). If not found in the file, an error message will display. Enter 'up to 3 digits' for the location of the part number to be maintained. Enter 'G' or leave this field blank to maintain the global part number information record. E-COMMERCE Info Enter 'X' to display the e-commerce Information Maintenance Screen. E-COMMERCE URLs Enter 'X' to display the e-commerce Information URL Links Maintenance Screen. Activant, Inc. 42

43 I N V E N T O R Y E - C O M M E R C E (V)oid [ ] (U)RLs Part Number Location (G)lobal Exclude from E-COMMERCE Sales [ ] Local Graphic Name [ ] Local Thumbnail Name [ ] Create in Location [ ] Delete [ ] INVENTORY E-COMMERCE INFORMATION MAINTENANCE SCREEN This is the inventory part e-commerce information screen. It is displayed when a valid part number and location are entered on the Inventory Information Add-on Maintenance Selection Screen and the e-commerce Info field is selected. If the inventory part already exists, the current information will be displayed. Changes to this information can be made as required. If the inventory part does not exist, this screen will be displayed with all of the fields empty and the message "CREATING NEW GLOBAL RECORD" in the lower left corner. Enter the necessary information and transmit. If any fields have invalid information, the screen will be returned with an error message in the lower left corner. Make the necessary corrections and retransmit. The field names and an explanation of each follows. Activant, Inc. 43

44 INVENTORY e-commerce INFORMATION MAINTENANCE SCREEN - CONTINUED Void, URLs, Global Enter <spaces> for normal maintenance. Enter 'U' to display the "Inventory e-commerce URL Maintenance Screen" for this item. Enter 'G' when working on a specific location to display the "Inventory e-commerce Information Maintenance Screen" for the global record of this item. Enter 'V' to void this screen. New entries currently on this screen will be ignored. Part Number The part number entered on the previous screen will display for reference only. This field is not maintainable. Location The literal 'GLOBAL' or the location number entered on the previous screen will display for reference only. This field is not maintainable. Description The description will be displayed for reference only and cannot be changed. Exclude from E-COMMERCE Sales Enter 'Y' to exclude this inventory item from displaying on the e-commerce part number inquiry page. Enter 'N' to allow this inventory item to display on the e-commerce part number inquiry page. Activant, Inc. 44

45 INVENTORY e-commerce INFORMATION MAINTENANCE SCREEN - CONTINUED Local Graphic Name Enter 'up to 30 characters' to indicate the image to be displayed by the e-commerce web pages. The image must reside in the "pictures/" directory of the web server root directory. The image must be a JPEG or GIF format and the name must end in '.jpg', '.JPG', '.gif', or '.GIF'. The image name entered must be spelled exactly as it is on the web server image directory. Local Thumbnail Name Enter 'up to 30 characters' to indicate the thumbnail image to be displayed by the e-commerce part number inquiry page. The local graphic image name can be used for the thumbnail image. However, the larger images will increase the time it requires to display the part number inquiry page. The thumbnail image size should be as close as possible to the size set in the ECAdmin program. The image must reside in the "pictures/" directory of the web server root directory. The image must be a JPEG or GIF format and the name must end in '.jpg', '.JPG', '.gif', or '.GIF'. The image name entered must be spelled exactly as it is on the web server image directory. Create in Location 999 If the global e-commerce information record is being maintained and a location was entered on the previous screen, the global record can be cloned to that location. This will allow an inventory item to have image names or URL links that are different than the default global record. The '999' represents the location that was entered on the previous screen. If the location record is being maintained, this field will be unavailable. Enter 'Y' to clone the global e-commerce information record to the location that was entered on the previous screen. The "Inventory e-commerce Information Maintenance Screen" for the new location record will be displayed. Delete Enter 'DELETE' to delete this inventory part e-commerce information record. Activant, Inc. 45

46 I N V E N T O R Y E - C O M M E R C E (V)oid [ ] (I)nfo Part Number Location (G)lobal Info URL # 1 URL [ ] [ ] [ ] [ ] Label [ ] Info URL # 2 URL [ ] [ ] [ ] [ ] Label [ ] Info URL # 3 URL [ ] [ ] [ ] [ ] Label [ ] INVENTORY E-COMMERCE URL LINKS MAINTENANCE SCREEN This is the inventory part e-commerce URL link screen. It will be displayed when a valid part number and location are entered on the Inventory Information Add-on Maintenance Selection Screen and the e-commerce URLs field is selected. If the inventory part number already exists, the current information will be displayed. Changes to this information can be made as required. If the inventory part number does not exist, this screen will be displayed with all of the fields empty and the message "CREATING A NEW RECORD" in the lower left corner. Enter the necessary information and transmit. If any fields have invalid information, the screen will be returned with an error message in the lower left corner. Make the necessary corrections and retransmit. If no errors are detected, the requested screen will be displayed. The field names and an explanation of each follows. Activant, Inc. 46

47 INVENTORY e-commerce URL LINKS MAINTENANCE SCREEN - CONTINUED Void, Info, Global Enter <spaces> for normal maintenance. Enter 'I' to display the "Inventory e-commerce Information Maintenance Screen" for this item. Enter 'G' when working on a specific location to display the "Inventory e-commerce URL Maintenance Screen" for the global record of this item. Enter 'V' to void this screen. New entries currently on this screen will be ignored. Part Number The part number entered on the previous screen will display for reference only. This field is not maintainable. Location The literal 'GLOBAL' or the location number entered on the previous screen will display for reference only. This field is not maintainable. Description The description will be displayed for reference only and cannot be changed. Activant, Inc. 47

48 INVENTORY e-commerce URL LINKS MAINTENANCE SCREEN - CONTINUED Info URL # 1 Info URL # 2 Info URL # 3 URL Enter 'up to 256 characters' to indicate the URL link to be displayed by the e-commerce inventory item detail page. If the URL link entered is a local one, the link must begin with a "/" followed by the pathname and/or file name. If the URL link entered is not a local one, the link must begin with " followed by the complete name. The URL link entered must be spelled exactly as it is on the web server that it resides on. It cannot contain any spaces. Label Enter 'up to 40 characters' to indicate the URL link label to be displayed by the e-commerce inventory item detail page. This label will override the default labels set in the ECAdmin program. Activant, Inc. 48

49 OEPRINT PURPOSE IN RELATION TO THE E-COMMERCE MODULE This program is used to print orders entered through the e-commerce web pages. There is an option to print all e-commerce orders or only the orders that have not been printed. STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 2 from SDI Master Menu to access the Order Entry/Invoicing Master Menu. 2) Enter option 2 from the Order Entry/Invoicing Master Menu to get to the Order Entry/Invoicing Menu. 3) Enter option 2 from the Order Entry/Invoicing Menu to initiate this program (OEPRINT). Activant, Inc. 49

50 OEPRINT - CONTINUED RUN TIME QUESTION ENTER BATCH NUMBER TO PRINT OR <SPACES> FOR ALL UNPRINTED BATCHES OR 'E' FOR ALL UNPRINTED ECS ORDERS OR 'EA' FOR ALL ECS ORDERS Enter 'E' to print all unprinted e-commerce orders, or enter 'EA' to print all e-commerce orders. See the OEPRINT program documentation in the Inventory Control Reference Manual for more information. Activant, Inc. 50

51 ECPENDLST PURPOSE: This program is part of the e-commerce Module. It is used to list the pending orders from the ECS system. It can be run on demand, but should be run daily if the seller has any companies set up with an order creation option of "Hold for release" or to determine if any ECS orders are incomplete. FILES USED: OECONTROL OEHEADER ARFCSTMR STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from SDI Master Menu to access the ADDON Module Master Menu. 2) Enter option 11 from the ADDON Module Master Menu to access the E-COMMERCE Master Menu. 3) Enter option 9 from the E-COMMERCE Master Menu to initiate the E-COMMERCE Pending Orders Listing program (ECPENDLST). Activant, Inc. 51

52 ECPENDLST - CONTINUED INITIAL INPUT OPTIONS Enter in format: CUSTOMER;ORDERS CUSTOMER Enter 'up to 10 digits' for the customer to be included on this report. Enter '*' to include all customers on this report. ORDERS Enter 'R' to include orders that have been process through the OEUPDATE program. Enter <spaces> to only list orders that have not been processed through the OEUPDATE program. RUN TIME QUESTIONS ENTER CUSTOMER NUMBER OR SPACES FOR ALL Enter 'up to 10 digits' for the customer to be included on this report. Enter <spaces> to include all customers on this report. ENTER R TO INCLUDE ORDERS THAT HAVE BEEN THROUGH OEUPDATE Enter 'R' to include orders that have been process through the OEUPDATE program. Enter <spaces> to only list orders that have not been processed through the OEUPDATE program. Activant, Inc. 52

53 ECLOGLST PURPOSE: This program is part of the e-commerce Module. It is used to print an audit summary of all transactions and queries processed by ECS. It also has an option to print a summary of the e-commerce sessions including the company and user names, log on and off times, options used, and actions taken. It can report on the activities of a specific company and/or user. 'Options Used' codes include: C - Searched Inventory, PART INQ being the number of pages searched. D - Looked at open orders E - Looked at open orders by item number (Inventory Tabs) G - Used Expert Entry H - Maintained their item numbers FILES USED: OECONTROL ECFLOG ECFNEWLOG STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from SDI Master Menu to access the ADDON Module Master Menu. 2) Enter option 11 from the ADDON Module Master Menu to access the E-COMMERCE Master Menu. 3) Enter option 9 from the E-COMMERCE Master Menu to initiate the E-COMMERCE Log File Listing program (ECLOGLST). Activant, Inc. 53

54 ECLOGLST - CONTINUED INITIAL INPUT OPTIONS Enter in format: COMPANY;USER;PURGE COMPANY Enter '3 characters' for the code of the company to be included on this report. Enter '*' to include all companies. USER Enter a valid user code to be included on this listing. Enter '*' to include all users. PURGE Enter 'Y' to purge the ECFLOG file after printing. Enter 'N' to leave the ECFLOG file intact after printing. Activant, Inc. 54

55 ECLOGLST - CONTINUED RUN TIME QUESTIONS ENTER COMPANY CODE OR <SPACES> FOR ALL Enter '3 characters' for the code of the company to be included on this report. Enter <spaces> to include all companies on this report. ENTER USER CODE OR <SPACES> FOR ALL Enter a valid user code to be included on this listing. Enter <spaces> to include all users. ENTER LOG FILE PURGE OPTION <Y/N> Enter 'Y' to purge the records displayed from the ECFLOG file after printing. Enter 'N' to leave the ECFLOG file intact after printing. Activant, Inc. 55

56 ECADDCOMP PURPOSE: This program is part of the e-commerce Module. It is used to create e-commerce company and default user profiles. FILES USED: OECONTROL ECFCONTROL ECFMESSAGE ARFCSTMR OESHIPTO INFLOCATIONS STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 9 from SDI Master Menu to access the ADDON Module Master Menu. 2) Enter option 11 from the ADDON Module Master Menu to access the E-COMMERCE Master Menu. 3) Enter option 9 from the E-COMMERCE Master Menu to initiate the Add Company Codes by Customer program (ECADDCOMP). Activant, Inc. 56

57 ECADDCOMP - CONTINUED INITIAL INPUT OPTIONS Enter in format: TYPE;CUSTOMER;FILE;LOCATION TYPE Enter 'C' to create profiles from a specific customer number. Enter 'F' to create profiles from a list of customer numbers contained in a unix "vi" file. CUSTOMER Bypass this option, if the entry for the Type option was 'F': Enter 'up to 10 digits' for the customer number to create the company and default user profiles for. FILE Bypass this option, if the entry for the Type option was 'C': Enter the complete unix "vi" file name that contains the list of customer numbers to create the company and default user profiles for. The file name must include the file's path name. There should be only one customer number per line. LOCATION Enter '3 digits' for the inventory location from which orders from this company will be filled and inventory queries will be processed. Activant, Inc. 57