REMOTE SERVICE Module Reference Manual. Version 11.0 Revision Date 5/1/04

Transcription

1 REMOTE SERVICE Module Reference Manual Version 11.0 Revision Date 5/1/04

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice.

3 REMOTE SERVICE MODULE TABLE OF CONTENTS OVERVIEW... 4 PROGRAM LIST... 5 FILE NAME LIST... 6 OESWSET... 7 RSCTRLMTN... 8 RSFPOPARMS SETUP RSCTRLLST OECTRLMTN RSENTRY RSPENDLST RSLOGLST RSPENDUPD RSMAILMTN RSMAILLST RSMAILUPD HARDWARE REQUIREMENTS Prophet 21, Inc. 3

4 REMOTE SERVICE MODULE OVERVIEW The PRISM Remote Service System is a series of application programs designed to allow users of System Design's PRISM software to offer a real-time query and order-placing facility to their customers. The user's customers (referred to as BUYERS) use their own terminal equipment to make a telephone linkup to the seller's computer system. Once linked to the seller's system, the buyer's operators (referred to as the USERS), are prompted to select what functions they would like to work with. Simple letter-code answers are supplied to RSS, and the system takes control of the 'conversation' with the user. The sample session shows the form of the conversation. Prophet 21, Inc. 4

5 REMOTE SERVICE MODULE PROGRAM LIST Program Name Purpose OECTRLMTN RSCTRLMTN RSCTRLLST RSENTRY RSLOGLST RSMAILLST RSMAILMTN RSMAILUPD RSPENDLST RSPENDUPD Used to enter the printer information for immediate printing of orders. Used on the seller system to establish system-wide controls, add/change/delete authorized buyers and users; authorize individual user functions; maintain individual user's price and availability displays; maintain the message board. Used on the seller's system to list out on paper the contents of the RSFCONTROL file. Shows all existing buyers and users along with their options, system parameters and current message board. This is the program run by the buyer. An ASCII terminal or a personal computer executing an ASCII emulator is used. Executed on the seller's system, this routine produces a listing showing every action taken during all RSS sessions. An option is provided to separate individual users' and buyer's sessions. An option is provided to furnish a report showing all orders sent to the demand printer, or to show all order batches created by RSS. This program is used to list out the RSFMAILBOX file. This program is used to maintain (enter, change, delete) the RSFMAILBOX file. This program is used to delete records in the RSFMAILBOX file, flagged as "picked up". This program is executed by the seller to list RSS orders or estimates. Executed on the seller's system, this batch routine is used to perform system housekeeping tasks. Prophet 21, Inc. 5

6 REMOTE SERVICE MODULE FILE NAME LIST File Name RSFCONTROL Purpose Contains the system parameters used by the Remote Service programs. RSFCSTMRPO Lookup file for order query through RSENTRY. RSFLOG Contains all messages processed by the RSENTRY program. RSFMAILBOX Holds the salesman mailbox records. RSFMESSAGE Holds the SIGNON message displayed by the RSENTRY program. RSFPARTLINE Lookup file for order query by buyer part number. RSFPOPARMS File containing the control codes used by RSENTRY when printing purchase orders on customer printers. SDOESCREEN Holds screen formats used by the RSCTRLMTN program. Prophet 21, Inc. 6

7 OESWSET PURPOSE IN RELATION TO THE REMOTE SERVICE MODULE This program should be run to verify that the Remote Service Module has been activated. The program will display the current settings for all the Add On Modules. STEPS TO ACCESS PROGRAM Execute SD-RUN Enter OESWSET in the Program Name field. The question "Using Remote Service System?" should display "ON". If the setting is "OFF" and the has been licensed, contact the Information Resource Center for the procedure for activating this option. Prophet 21, Inc. 7

8 RSCTRLMTN PURPOSE: This program is part of the. It is used to set up the RSS system, change passwords, add/change/delete buyers and users and change functions of buyers and users. FILES USED: OECONTROL RSFCONTROL RSFMESSAGE RSFCSTMRPO RSFLOG OEFCSTPART RSFPARTLINE RSFMAILBOX ARFCSTMR INFLOCATIONS SDOESCREEN STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 10 from PROPHET 21 Master Menu to access the Addon Module Master Menu. 2) Enter option 6 from the Addon Module Master Menu to access the Remote Service Master Menu. 3) Enter option 1 from the Remote Service Master Menu to initiate the Control File Maintenance program (RSCTRLMTN). INITIAL INPUT OPTION Enter in format: CREATE CREATE Enter 'CREATE' to create the file system necessary to run the. Prophet 21, Inc. 8

9 R S S C O N T R O L M A I N T E N A N C E ] (E)nd [ ] Buyer Code [ ] User Code [ ] To set up the SYSTEM : Enter "SYSTEM" in 'Buyer Code' and spaces in options 'User Code' and <GO>. To set up the SIGNON : Enter "SYSTEM" or a buyer's code in 'Buyer Code' message and "SOMSG" in 'User Code' and <GO>. To set up or change : Enter a buyer's code in 'Buyer Code' and spaces a buyer's options in 'User Code' and <GO>. To set up or change : Enter the buyer code in 'Buyer Code' and a a user's options user's code in 'User Code' and <GO>. at the buyer The user code will be the user's password. MAKE A SELECTION RSS SELLER SETUP - MAIN OPTIONS SCREEN This is the RSS Seller Setup - Main Options screen. It is the first screen displayed by this program, and is used for selecting the option to be maintained including system options, sign-on messages, buyer's options and user's options. Access to each of these options is described on the screen. Special Notes: An individual user may not be set up until the company has a buyer record. RSS will check for this condition and advise the operator if an error is found. The next few pages discuss the various options maintainable through this program. Prophet 21, Inc. 9

10 R S S S Y S T E M S E T U P ] (V)oid [ ] Company Data: Display name [PROPHET 21 ] Phone number [ ] Lead time factor ^ 2] Logging: (D)isk only or (B)oth disk and a printer [B] Logging printer name for option 'B' [printer1 ] Order Number Range: Beginning # ^ 10000] Ending # ^ ] Last # ^ 1004] Order Header Taken By: Use the user's initials instead of the user's password [Y] RSS SYSTEM SETUP SCREEN This is the RSS System Setup screen. It would be displayed if the operator entered 'SYSTEM' in the buyer field, and <spaces> in the user field. The field names and an explanation of each follows. (V)oid Enter 'V' to void all changes on this screen. The program will ignore any entries made on this screen and return to the Main Options screen. No data will have been changed. Prophet 21, Inc. 10

11 RSS SYSTEM SETUP SCREEN - CONTINUED Company Data: Display Name Enter the name to be displayed during remote sessions. The display will read "WELCOME TO <Display name>'s REMOTE SERVICE SYSTEM" or "ENTER <Display Name> PART NUMBER". Phone number Enter the telephone number to be displayed during remote 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 remote service customers. Logging: (D)isk only or (B)oth disk and a printer Enter 'D' to have all activities logged to disk file RSFLOG. Enter 'B' to have all activities logged to disk file RSFLOG, as well as printed for each session on the journal printer identified on the next line. Logging printer name for option 'B' Enter the name of the printer on which the remote service session journals are to be printed. Prophet 21, Inc. 11

12 RSS SYSTEM SETUP SCREEN - CONTINUED Order Number Range: Beginning # The lowest number that RSS will use for orders. This number will be the next number used after the "Ending Number" is used. Ending # The highest number that RSS will use for orders. When the next order number would be greater than this entry, the "Beginning number" is used. Last # The last order number used by RSS. The next order number assigned will be one more than this entry. Order Header Taken 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 'taken by' field in the order header record within the RSENTRY program. Enter 'N' to only allow the users password in the 'taken by' field in the order header record within the RSENTRY program. Enter or change data as needed, and transmit. If any errors are detected, an error message will be displayed. Make any necessary corrections and transmit again. Prophet 21, Inc. 12

13 R S S S I G N O N M E S S A G E ] (V)oid [ ] Buyer Code [WELCOME ] [YOU HAVE SIGNED INTO THE PROPHET 21 REMOTE SERVICE MODULE ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] Delete [ ] ENTER OR CHANGE DATA RSS MESSAGE BOARD MAINTENANCE SCREEN This is the RSS Message Board Maintenance screen. It will be displayed if the operator enters 'SYSTEM' or a valid buyer code in the "Buyer" field, and 'SOMSG' in the "User" field on the Main Options screen. The field names and an explanation of each follows. (V)oid Enter 'V' and transmit to void this screen. When using this option any entries on the screen will be ignored, and the program will return to the Main Options screen. No information will have been changed. Message lines Enter any message to be displayed at sign-on to this buyer, or if 'SYSTEM' was entered, to all users lacking a sign-on message. If the message lines are left blank, the message board will be disabled. Delete Enter 'DELETE' to remove this sign-on message. Prophet 21, Inc. 13

14 R S S B U Y E R S E T U P ] (V)oid [ ] Buyer Code Buyer display name [ ] Account number ^ ] (sold to) Ship to number ^ ] Other A/R number ^ ] (overrides other A/R number in CSTMR file) Credit level [ ] (0-9, 8 = stop 'Order Entry', 9 = stop RSS) Blanket P.O. number > ] Last release number > ] Billing default > ] (S = invoice as shipped, P = period billing) Order creation [ ] (I = create immediately, H = hold for release) Order printing [ ] (B = batch orders, I = print orders immediately) Printer name [ ] (for 'Order printing' option 'I') Pipe name [ ] (same as an OEENTRY print pipe name) Order location ^ ] (inventory location) Extended description ^ ] (0-10 lines to show in RSENTRY) Delete this Buyer & all Users [ ] RSS BUYER (COMPANY) SETUP SCREEN This is the RSS Buyer Setup screen. It will be displayed when a buyer name is entered in the "Buyer" field on the Main Entry screen. The field names and an explanation of each follows. (V)oid Enter 'V' and transmit to void this screen. All entries made on this screen will be ignored, and the program will return to the Main Options screen. No data will have been changed. Buyer Code The "Buyer Code" entered on the Main Options screen will be displayed here. This field is for display purposes only and cannot be changed. Buyer display name Name to be displayed when prompting the customer to enter their part number (i.e., ENTER <Buyer display name> PART NUMBER..). Prophet 21, Inc. 14

15 RSS BUYER (COMPANY) SETUP SCREEN - CONTINUED Account number Enter a valid customer number for orders entered using this buyer code. This would be the same customer number that would be used if entering the order through OEENTRY. Ship to number Enter a valid ship-to number for the customer number entered for this buyer code. If there is only one ship-to record for the customer, you may leave this field blank and it will automatically be assigned for you. If there are no ship-to records built for the customer, leave this field blank. Other A/R number Enter a valid customer number for orders entered using this buyer code. This would be the same customer number that would be used in the "Other A/R Number" field if entering the order through OEENTRY. Credit level Enter '0' if this buyer can process orders. Enter '1' to display credit message, then allow buyer to process orders. Enter '2' to display credit message, and suspend RSENTRY until the buyer acknowledges. The buyer can then process orders. Enter '3' to display credit message, and suspend RSENTRY until the buyer acknowledges. The buyer will be locked out from order processing, but will be allowed to query parts. Enter '8' to allow buyer to query parts, but not to process orders. Enter '9' to deny access to RSENTRY for this buyer. Blanket P.O. number Future Development. Last release number Future Development. Prophet 21, Inc. 15

16 RSS BUYER (COMPANY) SETUP SCREEN - CONTINUED Billing default Future Development. Order creation Enter 'H' if orders from this buyer 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 OEENTRY. Enter 'I' if orders from this buyer are to create an actual order. Inventory demand and customer in-process amounts will be updated. Order printing Enter 'B' if orders from this buyer are to be batched for future printing. Enter 'I' if orders from this buyer 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 buyer if the previous option was 'I'. Pipe name Enter the pipe name to be used when immediately printing orders for this buyer. This option is normally left blank, and is only used if the "Order printing" option is 'I'. Order location Enter the inventory location from which orders from this buyer will be filled and inventory queries will be processed. Extended description Enter the number of lines of extended description to be displayed to this buyer when using RSENTRY. Prophet 21, Inc. 16

17 RSS BUYER (COMPANY) SETUP SCREEN - CONTINUED Delete this buyer & all Users Enter 'DELETE' to delete this buyer and all users within this buyer from the list of authorized buyers/users. Make the necessary entries and transmit. If errors are detected, the screen will be returned with an error message. Make the necessary corrections and transmit again. When no more errors are found, the Main Options screen will be displayed. Prophet 21, Inc. 17

18 Buyer Code BUYER User Code USER BUYER'S COMPANY NAME User display name [USER'S NAME ENTERED HERE] R S S U S E R S E T U P (V)oid [ ] User's available display [1] 1 = show available up to request only 2 = show all available User's price display [2] 1 = list, net 4 = list only 2 = list, discount, net 5 = no prices 3 = net only Options for this user (enter "Y" to permit functions) [Y] Stock check by our part number [Y] Use salesman mailbox [Y] Stock check by their part number >N] Change billing status [Y] Enter orders [Y] Change tax status [P] Query orders by their P.O. number [S] Stock check by our inquiry keys [Y] Query orders by their part number [Y] Display quantity breaks [Y] Query "ALL" orders [Y] Express order entry [Y] Query "ALL" RSS orders [Y] Display order totals [R] Maintain their part numbers Delete this User [ ] RSS INDIVIDUAL USER MAINTENANCE SCREEN This is the RSS Individual User Maintenance Screen. It will be displayed when a buyer code and a user code are entered on the Main Options screen. This screen is used to control the functions available and the format of price and availability display for each individual user of the RSS system. Make entries in the appropriate fields as described below. (V)oid Enter 'V' to void this screen. The program will ignore any changes made to this screen and return to the Main Options screen. Prophet 21, Inc. 18

19 RSS INDIVIDUAL USER MAINTENANCE SCREEN - CONTINUED User display name Enter the name to be displayed to the user at signon. This name is also displayed in the log. User's available display Enter '1' to display the available quantity only up to the amount the user requested. Enter '2' to display the entire available quantity to the user. User's price display NOTE: If the seller's actual available quantity is less than zero, zero will be displayed to the user. Enter '1' if RSS is to display list (Price 1) and net price only. Enter '2' if RSS is to display list, discount percent and net price. Enter '3' if RSS is to display net price only. Enter '4' if RSS is to display list price only. Enter '5' if RSS is to display no prices to this user NOTE: Price display applies to both stock and order queries. Options for this user (enter "Y" to permit functions) Stock check by our part number Enter 'Y' to permit the user to query stock using the seller's part numbers or cross reference part numbers. Enter 'N' to restrict this option. Stock check by their part number Enter 'Y' to permit the user to query stock using the Buyer's part number. Parts to be queried this way must be set up by the seller in the customer part number file using the OECPRTMTN program or by the buyer through RSENTRY. Enter 'N' to restrict this option. Enter orders Enter 'Y' to permit this user to enter orders. Enter 'N' to restrict this option. Prophet 21, Inc. 19

20 RSS INDIVIDUAL USER MAINTENANCE SCREEN - CONTINUED Query orders by their P.O. number Enter 'Y' to permit the user to to check the status of orders from the buyer's company by using their P.O. number. Enter 'P' to allow the user to automatically print a copy of their purchase order after an order is created, as well as permit the user to check the status of orders from the buyer's company by using their P.O. number. Enter 'N' to restrict this option. Query orders by their part number Enter 'Y' to permit the user to check the status of orders from the buyer's company by using their part number. Enter 'N' to restrict this option. Query "ALL" orders Enter 'Y' to permit the user to check the status of all orders from the buyer's company regardless if they were entered through OEENTRY or RSENTRY. Enter 'N' to restrict the user from checking the status of orders through OEENTRY. Query "ALL" RSS orders Enter 'Y' to permit the user to check the status of orders from the buyer's company if they were entered through RSENTRY. 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. Use salesman mailbox Enter 'Y' to permit the user to leave or pick up messages for salesmen through RSENTRY. Enter 'N' to restrict this option. Prophet 21, Inc. 20

21 RSS INDIVIDUAL USER MAINTENANCE SCREEN - CONTINUED Change billing status Future Development. Change tax status Enter 'Y' to permit the user to change the tax status of any item entered on the current order. Enter 'N' to restrict this option. Stock check by our inquiry keys Enter 'Y' to permit the user to query stock using the Buyer's inquiry keys. The options available include partial part number, Category/Class, partial description, keyword and partfinder. The user will be allowed to browse through the inventory with a sequential display of parts and descriptions. If permitted, orders can be placed by selecting the appropriate line number after which the display will continue. Enter 'S' to permit the user to query stock using the Buyer's inquiry keys as described above. If permitted, orders can be placed by selecting the appropriate line number after which the display will discontinue and the original entry mode will be returned. 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. Express order entry Enter 'Y' to permit the user to use the express option in RSENTRY. Enter 'N' to restrict this option. Display order totals Enter 'Y' to display the net order value on order reviews. Enter 'N' to restrict this option. Delete this User Enter 'DELETE' to remove this user from the list of persons authorized to use RSS. Prophet 21, Inc. 21

22 RSFPOPARMS FILE SET UP In order for the Buyers to have the ability to print purchase orders on their printers, a record must be established in the RSFPOPARMS file with the specifics for each buyer. The RSFPOPARMS file is nothing more than a line sequential file maintainable through the vi editor. The format for the file, as well as an example set up for a Wyse 85 terminal is presented below. Enter in Format: BBBBBB UUUUU CCC PARM BBBBBB Enter the six character Buyer's code in this field. If the Buyer's code is less than six characters, enter the trailing spaces. UUUUU Enter the five character User's code in this field. If the User's code is less than five characters, enter the trailing spaces. CCC Enter the three character control code name corresponding to the control code sequence entered in the next field. Common control code names include "ON" for printing on, "OFF" for printing off, "FF" for form feed (page advance) and "CLS" for clear the screen. If the control code name is less than three characters, enter trailing spaces. PARM Enter the control code sequence corresponding to the control code name entered in the previous field. * * * SPECIAL NOTE * * * The spacing of each entry is critical. Please note in the following example the use of extra spaces to assure proper column alignment. BUYER USER ON ^[[2h^[[5i BUYER USER OFF ^[[4i^[[2l BUYER USER FF ^L BUYER USER CLS ^[[H^[[2J Prophet 21, Inc. 22

23 RSCTRLLST PURPOSE: This program is part of the. It is used to list the RSS system passwords, buyers, users and functions of buyers and users. FILES USED: OECONTROL RSFCONTROL RSFMESSAGE STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 10 from PROPHET 21 Master Menu to access the Addon Module Master Menu. 2) Enter option 6 from the Addon Module Master Menu to access the Remote Service Master Menu. 3) Enter option 2 from the Remote Service Master Menu to initiate the Control File Maintenance program (RSCTRLLST). This program has no initial input or run time questions. Prophet 21, Inc. 23

24 OECTRLMTN PURPOSE IN RELATION TO THE REMOTE SERVICE MODULE This program is used to enter the printer information for immediate printing of orders. STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 2 from the PROPHET 21 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). Prophet 21, Inc. 24

25 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 Reasons [ ] Rental Information [ ] e-crm Browser Options [ ] Print Options [ ] Customer Default Maintenance [ ] OECTRLMTN OPTIONS SELECTION SCREEN This is the first screen that will display. Enter an 'X' next to "OEENTRY OE Mode Printers". Prophet 21, Inc. 25

26 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 'RS' buyers 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 'RS' buyers printer name and pipe code are maintained via the RSCTRLMTN program. See the OECTRLMTN program documentation in the Order Entry Invoicing documentation for field explanations. Prophet 21, Inc. 26

27 RSENTRY PURPOSE: This program is the main driver of the Remote Service module. It is used to create orders, query into the sellers inventory, check on orders and leave messages for salesmen. The control parameters set up through the RSCTRLMTN program will determine what options and displays will be available to the user. See the operating instructions for that program for a complete description of the options available. All orders created by this program will be written to the inventory audit file. FILES USED: RSFCSTMRPO OEFCSTPART RSFMAILBOX RSFLOG RSFMESSAGE RSFPARTLINE RSFCONTROL OECONTROL INVENTORY INCATEGORY INEXDESC INEXPLO ARFCSTMR ARFSLSMN ARFSTATE ARFSTTAX OEHEADER OELINES OESHIPTO OEPRICE OEBTCHCTRL OEFAUDIT SDOESCREEN OEBATCH INFAUDIT RSFPOPARMS POFLINES INFPARTFND OEFCSTPART STEPS TO ACCESS PROGRAM ) Buyer makes telephone link with the seller. 2) Program is assigned to the buyer. 3) Buyer clears security. 4) Buyer walks through the menus and prompts. The following pages contain the prompts displayed during a Remote Service session, as well as the appropriate responses. Prophet 21, Inc. 27

28 RSENTRY - CONTINUED WELCOME TO <sellers> REMOTE SERVICE SYSTEM. USE CAPITAL LETTERS WHEN ENTERING YOUR DATA. TERMINATE ALL DATA ENTRIES WITH THE 'Return' KEY. PLEASE ENTER YOUR COMPANY PASSWORD.... Enter your company password to continue. Enter 'EXIT' to terminate this session. THANK YOU, <buyers name>. PLEASE ENTER YOUR PERSONAL PASSWORD.... Enter your personal password to continue. Enter 'EXIT' to terminate this session. USER: <user name> FROM <buyers name>. LOGGED ON: <date> AT <time>. *********************************************************************** * R E M O T E S E R V I C E S Y S T E M * *********************************************************************** * THE SYSTEM (DEFAULT) SIGNON MESSAGE WILL BE DISPLAYED HERE. * * * * * * * * * * * *********************************************************************** YOU HAVE MAIL. PRESS THE 'Return' KEY TO CONTINUE.... Press <Return> to continue. Prophet 21, Inc. 28

29 RSENTRY - CONTINUED ENTERING 'EXIT' AT ANY TIME RETURNS YOU TO YOUR OPTIONS. YOUR OPTIONS ARE: A) ORDER / STOCK CHECK BY <Seller's Name> PART NUMBER. B) ORDER / STOCK CHECK BY <Buyer's Name> PART NUMBER. C) ORDER / STOCK CHECK BY <Seller's Name> INQUIRY KEYS. D) ORDER STATUS CHECK BY <Buyer's Name> ORDER NUMBER. E) ORDER STATUS CHECK BY <Buyer's Name> PART NUMBER. F) USE SALESMAN MAILBOX. G) EXPRESS ORDER ENTRY. H) MAINTAIN <Buyer's Name> PART NUMBERS. I) PRINT PURCHASE ORDER BY <Buyer's Name> ORDER NUMBER. Z) TERMINATE REMOTE SERVICE. ENTER YOUR OPTION: A B C D E F G H I Z... Enter the desired option as described in the prompt. Each option will be described as follows. Prophet 21, Inc. 29

30 RSS OPTION 'A' If RSS Option 'A' was entered, the following sequence of prompts will be displayed. ENTER <seller> PART NUMBER.... Enter a valid part number or cross reference part number of the item desired. Enter '?' to initiate the inquiry key lookup option. See description of RSS Option 'C' for a complete explanation of this option. Enter 'AAAA?' to initiate an inquiry key lookup using 'AAAA' as the key. The list of available options will then be displayed as explained in the description of RSS Option 'C'. Enter 'AAAA?B' to initiate an inquiry key lookup using 'AAAA' as the key and 'B' as the inquiry option of 'P', 'D', 'K', 'C' or 'F' representing Part number, Description, Keyword, Inventory Category/Class and Partfinder. Enter '*NON-STOCK' to order a non-stock item that is not in the Seller's inventory. Enter '/' to add an additional description line to the last item entered on this order. Enter ':' to add a tag line to this order. Tag lines are additional description lines pertaining to the order that prints on all order, back order and invoice tickets. Enter 'EXIT' to end this order. The Pending Order Options will be displayed. If a valid part number is entered, the next prompt will be displayed. If an inquiry key option is entered, the requested action will be taken, and then this prompt will be redisplayed. Prophet 21, Inc. 30

31 RSS OPTION 'A' - CONTINUED ENTER QUANTITY.... Enter the quantity desired. <Seller's Name> PART NUMBER: <Seller's part number> <Buyer's Name> PART NUMBER: <Buyer's part number> DESCRIPTION: <part description> QUANTITY REQUESTED: <quantity entered> LIST PRICE: <list price> NET PRICE: <customer price> AVAILABLE: <quantity available> LEAD TIME FOR BALANCE: <lead time> DAYS QUANTITY BREAKS AVAILABLE: #, #,... ENTER QUANTITY FOR ORDER.... Enter quantity for this order. If a quantity other than the original quantity is entered, the above display will be repeated with the new quantity. If the displayed quantity is entered, the following prompt will be displayed. ENTER TAX STATUS (BLANK = DEFAULT).... Enter 'T' if this is a taxable item. Enter 'E' if this is a tax exempt item. Enter <space> to use the default tax status in your customer record. If '*NON-STOCK', '/' or ':' was entered as the part number, the following prompt will be displayed. ENTER DESCRIPTION.... Enter the description of the item desired if '*NON-STOCK' was entered as the part number. The Quantity and Tax Status prompts will be displayed as described above. After the appropriate entries, this prompt will be redisplayed until the item is completely described by entering <spaces>. If the part number was '/' or ':', enter the desired text. If 'EXIT' is entered as the part number after entering valid part numbers and quantities, the Pending Order Options will be displayed. Prophet 21, Inc. 31

32 RSS OPTION 'B' If RSS Option 'B' was entered, the following sequence of prompts will be displayed. ENTER <Buyer's Name> PART NUMBER.... Enter a valid customer part number of the item desired. Enter '?' to initiate the inquiry key lookup option. See Description of RSS Option 'C' for a complete explanation of this option. Enter 'AAAA?' to initiate an inquiry key lookup using 'AAAA' as the key. The list of available options will then be displayed as explained in the description of RSS Option 'C'. Enter 'AAAA?B' to initiate an inquiry key lookup using 'AAAA' as the key and 'B' as the inquiry option of 'P', 'D', 'K', 'C' or 'F' representing Part number, Description, Keyword, Inventory Category/Class and Partfinder. Enter '*NON-STOCK' to order a non-stock item that is not in the Seller's inventory. Enter '/' to add an additional description line to the last item entered on this order. Enter ':' to add a tag line to this order. Tag lines are additional description lines pertaining to the order that prints on all order, back order and invoice tickets. Enter 'EXIT' to end this order. The Pending Order Options will be displayed. If a valid customer part number is entered, the next prompt will be displayed. If an inquiry key option is entered, the requested action will be taken and then this prompt will be redisplayed. Prophet 21, Inc. 32

33 RSS OPTION 'B' - CONTINUED ENTER QUANTITY.... Enter the quantity desired. <seller> PART NUMBER: <part number> <buyer> PART NUMBER: <buyer's part number> DESCRIPTION: <part description> QUANTITY REQUESTED: <quantity entered> LIST PRICE: <list price> NET PRICE: <customer price> AVAILABLE: <quantity available> LEAD TIME FOR BALANCE: <lead time> DAYS QUANTITY BREAKS AVAILABLE: #, #,... ENTER QUANTITY FOR ORDER.... Enter quantity for this order. If a quantity other than the original quantity is entered, the above display will be repeated with the new quantity. If the displayed quantity is entered, the following prompt will be displayed. ENTER TAX STATUS (BLANK = DEFAULT).... Enter 'T' if this is a taxable item. Enter 'E' if this is a tax exempt item. Enter <space> to use the default tax status in your customer record. If '*NON-STOCK', '/' or ':' was entered as the part number, the following prompt will be displayed. ENTER DESCRIPTION.... Enter the description of the item desired if '*NON-STOCK' was entered as the part number. The Quantity and Tax Status prompts will be displayed as described above. After the appropriate entries, this prompt will be redisplayed until the item is completely described by entering <spaces>. If the part number was '/' or ':', enter the desired text. If 'EXIT' is entered as the part number after entering valid part numbers and quantities, the Pending Order Options will be displayed. Prophet 21, Inc. 33

34 RSS OPTION 'C' If RSS Option 'C' was entered, the following sequence of prompts will be displayed. INQUIRY KEYS OPTIONS: A) PART NUMBER. B) CATEGORY/CLASS C) DESCRIPTION. D) KEYWORD. E) PARTIAL DESCRIPTION. ENTER YOUR OPTION: A, B, C, D OR E.... Enter 'A' to initiate an Inquiry key lookup on the first part of the seller's part number. Enter 'B' to initiate an Inquiry key lookup on the first part of the seller's Inventory Category/Class. Enter 'C' to initiate an Inquiry key lookup on the first part of the seller's part description. Enter 'D' to initiate an Inquiry key lookup on the first part of the seller's keywords. Enter 'E' to initiate an Inquiry key lookup on any part of the seller's part description. Based on the above selection, the following message will be displayed with the appropriate request. ENTER PARTIAL <Seller's name> <Key Option>:... Enter the appropriate Inquiry key. The following display will be presented with the inventory parts that match the selection criteria. PART NUMBER YOUR PART NUMBER DESCRIPTION xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 2 xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 3 xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Prophet 21, Inc. 34

35 RSS OPTION 'C' - CONTINUED ENTER: PART NUMBER CODE, 'EXIT' TO RETURN OR SPACES TO CONTINUE.... Enter the code number to the left of the part number to select that part for this order. The following message will be displayed. Enter 'EXIT' to terminate this option. Either the Pending Order Options or the RSS Entry Options will be displayed, whichever is appropriate. Enter <spaces> to display another screen of inventory parts that match the selection criteria. <Seller's name> PART NUMBER: <part number> <Buyer's name> PART NUMBER: <buyer's part number> DESCRIPTION: <part description> ENTER QUANTITY.... Enter the quantity desired. <seller> PART NUMBER: <part number> <buyer> PART NUMBER: <buyer's part number> DESCRIPTION: <part description> QUANTITY REQUESTED: <quantity entered> LIST PRICE: <list price> NET PRICE: <customer price> AVAILABLE: <quantity available> LEAD TIME FOR BALANCE: <lead time> DAYS QUANTITY BREAKS AVAILABLE: #, #,... ENTER QUANTITY FOR ORDER.... Enter quantity for this order. If a quantity other than the original quantity is entered, the above display will be repeated with the new quantity. If the displayed quantity is entered, the following prompt will be displayed. ENTER TAX STATUS (BLANK = DEFAULT).... Enter 'T' if this is a taxable item. Enter 'E' if this is a tax exempt item. Enter <space> to use the default tax status in your customer record. After this entry has been completed, the inventory part display will resume for the next entry unless the "Stop review" option was chosen for this user through the RSCTRLMTN program. In that case, the Inquiry Keys Options will be redisplayed for the next entry. Prophet 21, Inc. 35

36 RSS OPTION 'D' If RSS Option 'D' was entered, the following sequence of prompts will be displayed. ENTER PURCHASE ORDER NUMBER.... Enter a valid purchase order number. The purchase information will be displayed, and this prompt will be redisplayed. Enter 'EXIT' to redisplay the RSS Options. PURCHASE ORDER NO. ORDER # INV# SHIP TO NAME BEFORE AFTER xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx PART NUMBER DESCRIPTION QUANTITY LIST DISC% NET EA xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx YOUR PART #. xxxxxxxxx Prophet 21, Inc. 36

37 RSS OPTION 'E' If RSS Option 'E' was entered, the following sequence of prompts will be displayed. ENTER <buyer's name> PART NUMBER.... Enter a valid part number. The information on open orders for this part will be displayed, and this prompt will be redisplayed. Enter 'EXIT' to redisplay the RSS Options. PART NUMBER: <buyer's part number> <seller's> PART NUMBER: <part number> <part description> ORDER NUMBER ORDERED SHIPPED DATES: ORDERED REQUESTED INVOICED xxxxxxxxxxxxxxx ##### ##### 99/99/99 99/99/99 99/99/99 Prophet 21, Inc. 37

38 RSS OPTION 'F' If RSS Option 'F' was entered, the following sequence of prompts will be displayed. ENTER SALESMAN NUMBER.... Enter the four digit code of the salesman mailbox to be accessed. The following prompts will be displayed. Enter 'EXIT' to redisplay the RSS Options. SALESMAN MAILBOX OPTIONS: A) 'DELIVER' MAIL. B) 'PICK UP' MAIL. ENTER: 'A' OR 'B' (SPACE = RETURN).. Enter 'A' to enter mail to be delivered to the salesman indicated in the previous response. Enter 'B' to retrieve mail from the salesman indicated in the previous response. The mailbox entries will be displayed, and the Salesman Mailbox Options will be redisplayed. Enter <spaces> to return to the "ENTER SALESMAN NUMBER" prompt. If Salesman Mailbox Option 'A' was selected, the following prompt will be displayed. ENTER MAIL (SPACES = END 'DELIVERY').... Enter the desired text to be added to the salesman's mailbox. This prompt will be redisplayed for additional entries. Enter <spaces> to redisplay the Salesman Mailbox Options. Prophet 21, Inc. 38

39 RSS OPTION 'G' If RSS Option 'G' was entered, the following sequence of prompts will be displayed. ENTER 'PART NUMBER,QUANTITY,TAX STATUS' OR '+' TO CANCEL PREVIOUS LINE.... Enter a valid part number of the item desired followed by a comma, then the quantity needed followed by another comma and finally the tax status code for the item. The item will be added to the order and the following display will be presented. After the display, this prompt will be repeated for additional entries. Enter '?' to initiate the inquiry key lookup option. See Description of RSS Option 'C' for a complete explanation of this option. Enter 'AAAA?' to initiate an inquiry key lookup using 'AAAA' as the key. The list of available options will then be displayed as explained in the description of RSS Option 'C'. Enter 'AAAA?B' to initiate an inquiry key lookup using 'AAAA' as the key and 'B' as the inquiry option of 'P', 'D', 'K', 'C' or 'F' representing Part number, Description, Keyword, Inventory Category/Class and Partfinder. Enter '*NON-STOCK' followed by a comma, then the quantity needed followed by another comma and finally the tax status code for the item to order a non-stock item that is not in the Seller's inventory. Enter '/' to add an additional description line to the last item entered on this order. Enter ':' to add a tag line to this order. Tag lines are additional description lines pertaining to the order that prints on all order, back order and invoice tickets. Enter '+' to cancel the previous line from this order. This prompt will be repeated for additional entries. Enter 'EXIT' to end this order. The Pending Order Options will be displayed. Prophet 21, Inc. 39

40 RSS OPTION 'G' -- CONTINUED LINE: <line #> PART #: <part number> <part description> <Buyer's name> PART NUMBER: <buyer's part number> QUANTITY: <qty> PRICE: <price> TAX STATUS: <status> AVAILABLE: <qty> If '*NON-STOCK', '/' or ':' was entered as the part number, the following prompt will be displayed. ENTER DESCRIPTION.... Enter the description of the item desired if '*NON-STOCK' was entered as the part number. The Quantity and Tax Status prompts will be displayed as described above. After the appropriate entries, this prompt will be redisplayed until the item is completely described by entering <spaces>. If the part number was '/' or ':', enter the desired text. If 'EXIT' is entered as the part number after entering valid part numbers and quantities, the Pending Order Options will be displayed. Prophet 21, Inc. 40

41 RSS OPTION 'H' If RSS Option 'H' was entered, the following sequence of prompts will be displayed. ENTER <Seller's name> PART NUMBER.... Enter the part number for which a Buyer's part number will be built. The following display will be presented if a Buyer's part number does not already exist. <Seller's name> PART NUMBER: <seller's part number> DESCRIPTION: <part description> ENTER: 'A' TO ADD OR SPACES TO CONTINUE.... Enter 'A' to maintain a Buyer's part number for this item. The following prompt will be displayed. Enter <spaces> to select another Seller's part number for maintenance. The previous question will be redisplayed for another selection. ENTER <Buyer's name> PART NUMBER.... Enter the Buyer's part number that corresponds to this Seller's part number. Enter 'EXIT' to end this option. The Pending Order Options will be displayed. If a Buyer's part number already exists for the selected Seller's part number, the following prompt will be displayed. <Seller's name> PART NUMBER: <part number> <Buyer's name> PART NUMBER: <Buyer's part number> DESCRIPTION: <part description> Prophet 21, Inc. 41

42 RSS OPTION 'H' - CONTINUED ENTER: 'C' TO CHANGE, 'D' TO DELETE OR SPACES TO CONTINUE.... Enter 'C' to change the Buyer's part number. The preceding prompt will be displayed for the entry of a new Buyer's part number. Enter 'D' to delete this Seller's/Buyer's part number combination. This Seller's/Buyer's part number combination will be deleted and a prompt for the entry of a new Seller's part number to be maintained will be displayed. Enter <spaces> to skip maintenance of this part number. A prompt for the entry of a new Seller's part number to be maintained will be displayed. Enter 'EXIT' to end this option. The Pending Order Options will be displayed. Prophet 21, Inc. 42

43 RSS OPTION 'I' If RSS Option 'I' was entered, the following sequence of prompts will be displayed. ENTER PURCHASE ORDER NUMBER.... Enter a valid number of the purchase order to be printed. After the purchase order has been printed, this prompt will be redisplayed. Enter 'EXIT' to end this option. The Pending Order Options will be displayed. Prophet 21, Inc. 43

44 PENDING ORDER OPTIONS YOU HAVE AN ORDER PENDING YOUR OPTIONS ARE: A) REVIEW PART NUMBERS & QUANTITIES. B) CANCEL ORDER. C) CONFIRM ORDER. D) SELECT NEW ENTRY OPTION. ENTER YOUR OPTION.... If Pending Order Option 'A' is entered, the following prompts will be displayed. LINE PART NO. DESCRIPTION QUANTITY LIST DISC% NET EA xxxxxxx xxxxxxxxxxxxxxxxx YOUR PART #: xxxxxxxxxxxxxxxxxxxxxx ENTER: 'A' TO ADD LINES. OR: "D/LINE #' TO DELETE A LINE. OR: 'EXIT' TO RETURN YOUR PENDING ORDER OPTIONS... Enter 'A' to add more items to this order. The "ENTER <seller> PART NUMBER" prompt will be displayed. Enter 'D' followed by a line number to delete a line item. The line item will be deleted, and the pending order options will be redisplayed. Enter 'EXIT' to display the pending order options. Prophet 21, Inc. 44

45 PENDING ORDER OPTIONS - CONTINUED If Pending Order Option 'B' is selected, the order will be canceled, and the RSS options will be displayed. If Pending Order Option 'C' is selected, the following prompts will be displayed. ENTER PURCHASE ORDER NUMBER.... Enter up to an 18 character purchase order number for this order. ENTER 'SHIP TO' NAME (BLANK = REGULAR 'SHIP TO').... Enter up to a '30 character' ship to name. Enter <spaces> to use your regular ship to name and address. The remaining ship to questions will be skipped. ENTER 'SHIP TO' ADDRESS.... Enter up to '30 characters' for each ship to address line. This prompt will be displayed three times. Enter all foreign address information in the third address line. Put the country name in the city field, if desired. ENTER 'SHIP TO' CITY.... Enter up to '26 characters' for the ship to city. Put the country name in the city field, if desired. ENTER 'SHIP TO' STATE CODE.... Enter a valid 2 character state code for the state. This state code will be validated against the ARFSTATE file. Foreign addresses may use 'XX' in the state code field. ENTER 'SHIP TO' ZIP CODE.... Enter up to '10 characters' for the zip code. The zip code is optional if the state code is 'XX' for a foreign address. Prophet 21, Inc. 45

46 PENDING ORDER OPTIONS - CONTINUED ENTER 'SHIP NOT BEFORE' DATE (MMDDYY).... Enter the requested date using the format MMDDYY. Enter <spaces> to use today's date. ENTER 'SHIP NOT AFTER' DATE (MMDDYY).... Enter the cancel date using the format MMDDYY. Enter <spaces> if there is no cancel date. ENTER 'SHIP VIA' (BLANK = REGULAR 'SHIP VIA').... Enter the desired shipping method. Enter <spaces> to use your regular method. ENTER COMMENTS (BLANK = CREATE ORDER).... Enter as many 36 character comment lines as needed. Enter <spaces> to create the order. The program will display the following message, print the order (if the user is set up to do so) and display the RSS options. NOW CREATING YOUR ORDER. PLEASE WAIT. PREVIOUS ORDER: <buyers name> ORDER NUMBER: <purchase order number> <sellers name> ORDER NUMBER: <Seller's order number> LIST GROSS TOTAL GROSS TAX TOTAL NET NOW PRINTING YOUR PURCHASE ORDER. PLEASE WAIT. Prophet 21, Inc. 46

47 PENDING ORDER OPTIONS - CONTINUED If Pending Order Option 'D' is selected, the following prompts will be displayed. YOUR OPTIONS ARE: A) ORDER / STOCK CHECK BY <Seller's Name> PART NUMBER. B) ORDER / STOCK CHECK BY <Buyer's Name> PART NUMBER. C) ORDER / STOCK CHECK BY <Seller's Name> INQUIRY KEYS. G) EXPRESS ORDER ENTRY. Z) RETURN PENDING ORDER OPTIONS. ENTER YOUR OPTION: A B C G Z. Enter the desired option as described in the prompt. Prophet 21, Inc. 47

48 RSS OPTION 'Z' If RSS Option 'Z' was entered, the following message will be displayed. REMOTE SERVICE TERMINATED. USER: <User's name> FROM <Buyer's name>. LOGGED OFF: <date> AT <time>. HAVE A NICE DAY. Prophet 21, Inc. 48

49 RSPENDLST PURPOSE: This program is part of the. It is used to list the pending orders from the RSS system. It can be run on demand, but should be run daily if the seller has any buyers set up with an order creation option of "Hold for release". FILES USED: OECONTROL OEHEADER ARFCSTMR STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 10 from PROPHET 21 Master Menu to access the Addon Module Master Menu. 2) Enter option 6 from the Addon Module Master Menu to access the Remote Service Master Menu. 3) Enter option 10 from the Remote Service Master Menu to initiate the RSS Pending Orders Report (RSPENDLST). Prophet 21, Inc. 49

50 RSPENDLST - CONTINUED INITIAL INPUT OPTIONS Enter in format: CUSTOMER;R CUSTOMER Enter the number of the customer for whom orders are to be printed. Enter '*' to include orders for all customers. R Enter 'R' to include orders that have been through OEUPDATE on the report. Enter <spaces> to only list orders that have not been through OEUPDATE. RUN TIME QUESTIONS ENTER CUSTOMER NUMBER OR SPACES FOR ALL Enter the number of the customer for whom orders are to be printed. Enter <spaces> to include orders for all customers. ENTER R TO INCLUDE ORDERS THAT HAVE BEEN THROUGH OEUPDATE Enter 'R' to include orders that have been through OEUPDATE on the report. Enter <spaces> to only list orders that have not been through OEUPDATE. Prophet 21, Inc. 50

51 RSLOGLST PURPOSE: This program is part of the. It is used to print an audit trail of all transactions and queries processed by RSS. It also has an option to print a summary of the remote service sessions including the buyer and user names, log on and off times, options used and actions taken. It can report on the activities of a specific buyer and/or user, report on orders sent to direct printers and report on order batches created by RSS. FILES USED: OECONTROL RSFLOG RSFNEWLOG STEPS TO ACCESS PROGRAM THROUGH STANDARD MENU ) Enter option 10 from PROPHET 21 Master Menu to access the Addon Module Master Menu. 2) Enter option 6 from the Addon Module Master Menu to access the Remote Service Master Menu. 3) Enter option 9 from the Remote Service Master Menu to initiate the Remote Service Log Report (RSLOGLST). Prophet 21, Inc. 51