INTERNET QUERY SYSTEM USER GUIDE

Transcription

1 ParaNet! INTERNET QUERY SYSTEM USER GUIDE 2001

2 INDEX ParaNet! INTERNET QUERY SYSTEM INDEX PAGE ParaNet! SYSTEM OVERVIEW 1 SOFTWARE REQUIREMENTS 1 SYSTEM SIGN-ON 2 MAIN MENU OPTIONS 3 HOW TO RUN A CUSTOMER INQUIRY SELECT A CUSTOMER 4 SELECT A QUERY 5 RUNNING THE QUERY 6 QUERY RESULTS 7-9 OPTIONAL DATA 9 ParaNet! REPORTS GENERATING REPORTS 10 SELECT A REPORT FORMAT 11 DEFINE REPORT SELECTION CRITERIA 12 PROCESSING A REPORT 13 EXPORTING A REPORT TO EXCEL 13 User Guide Version 6.0 MW 11.01

3 ParaNet! INTERNET QUERY SYSTEM USER GUIDE The ParaNet! System is a comprehensive query system designed to provide immediate access to critical co-op claim, fund status and marketing information. Reporting capabilities allow for the generation of customized queries for evaluating program activity. Software Requirements: Microsoft Internet Explorer (preferably version 5.1) or Netscape. The latest versions of the browsers are available at or ParaNet! offers daily access to your files! Query capabilities include: Customer Co-op fund accruals and balances Claim status and detail Product expenditures Media Expenditures Ad Date/Process Date recaps Key Account Reporting WHO SHOULD I CALL WITH QUESTIONS?: Contact your ACB Customer Service Representative. 1

4 SYSTEM SIGN ON Your User ID and Password will be provided by your ACB representative. Passwords provide system security as well as limiting access to specified geographic areas and/or customers. 2

5 MAIN MENU OPTIONS The two primary options from this screen are to select either CUSTOMER IN- QUIRY and review claim and fund details at the customer level, or ParaNet! REPORTS where you can run summary level reports. CUSTOMER INQUIRY - The selection for viewing detail or summary information at the customer level. ParaNet! REPORTS - This option will take you to the Report menu screen where you can specify selection criteria and generate reports. Note: A graph of the data will be included if you have set the option on the Main Menu screen to display graphs. To disable the graph option, return to the main menu and turn the option off. In addition, you have the option of selecting the following: FAQ - Frequently Asked Questions - An information source for ParaNet! answering some of the questions that you may have about ParaNet! functionality. USER MANUAL - Provides on-line access to the detailed user instructions for ParaNet! This manual can be printed for future reference. LOGOUT - When you have completed your query session, select this to log off of ParaNet! 3

6 CUSTOMER INQUIRY Select a Customer To generate a customer query, first select the customer by entering the Customer Name (or portion of name) OR the Customer Number and then click on SEARCH. All customers meeting the specified criteria will be listed. Select the appropriate customer for inquiry by clicking on the customer number displayed in the left column. 4

7 CUSTOMER INQUIRY Select a query The selected customer s name and address will be displayed at the top of the screen. Additional information about the customer (including the full mailing address) can be reviewed by clicking on the appearing beside the customer name and number. You can define your query by proceeding with the following steps: 1. FUND SELECTION: You may omit funds from your query by clicking off the check mark displayed beside that fund. (The default is to include all funds and years.) 2. SELECT QUERY: Select the query from the list displayed. The query will run and the results will be displayed on the subsequent screen. Note: A graph of the data will be included if you have set the option on the Main Menu screen to display graphs. You can select to display the graphs in either a Flash or GIF format. 5

8 CUSTOMER INQUIRY Running a Query The query results will be displayed on the screen. The query can be printed in either portrait or landscape mode by changing the page setup. Each of the query result screens provide the option of exporting the data into Excel by clicking on the Excel icon appearing on the screen. Once you export the file, a box will appear with instructions for saving the file, and you can select from the following options: 1. Save this file to disk 2. Rename the file (make sure the file extension is.xls) 3. Open the saved file in Excel Clicking on the links built into the reports will provide more detailed information for the fund and/or claim selected. To run a query for a different customer, select CUSTOMER SELECTION to return to the previous screen. 6

9 CUSTOMER INQUIRY Query Results The Account Detail screen will display all summary information for the fund selected on the Account Recap screen. The Transaction Recap query lists all fund transactions processed, sorted and subtotaled by fund. 7

10 CUSTOMER INQUIRY Query Results The Claim Summary query lists all of the claim transactions processed for the customer. The Claim Detail screen provides additional detail about each transaction processed for the customer. 8

11 CUSTOMER INQUIRY Query Results Selecting a claim by process date on the Claim Detail screen, enables you to view Ad Detail information. CUSTOMER INQUIRY Optional Data The following information is optional and will be displayed only if relevant to your program: Pre Approvals - All pre-approvals submitted to ACB including process date, amount approved and status. Special Messages - Any customized message addressing specific instructions for processing a customer s claims. Claims in Process - All claims received by ACB but not yet fully processed. Product/Category Recap - Details all payments and accrued funds at the product level. 9

12 ParaNet! REPORTS Generating Reports ParaNet! Reports Generating reports in ParaNet! is simple, following the three step process listed on the left side of the screen. You may return to the Main Menu, Report Menu, or switch to the Customer Inquiry Option at any time by clicking on the Navigation Toolbar. 10

13 ParaNet! REPORTS Selecting a Report Start by clicking on Step 1 - SELECT FORMAT AND REPORT. The Report Format Options will appear on the screen. Step 1 Select Format and Report 1a. Select Format - Selecting the grouping will define any required sorting and subtotaling by geographic level. 1b. Select Report - Specify which report you would like to generate by clicking on the report name/description. The selected report will be displayed in the Report Criteria Box in the bottom right portion of the screen. You may return to the Main Menu, Report Menu, or switch to the Customer Inquiry Option at any time by clicking on the Navigation Toolbar. 11

14 ParaNet! REPORTS Defining Report Criteria Step 2 - Define Report Criteria You can define the specific selection criteria for each report that you run. The selection criteria include the following options: Customer or Customer Type Fund or Fund Year Media or Media Group Product or Product Group Ad Dates (From and Through) ACB Process Dates (From and Through) Note: You can select from one or more categories for each report. Certain selection categories are limited to a maximum of 10 items. Certain reports limit the criteria to only those relevant categories. You may return to the Main Menu, Report Menu, or switch to the Customer Inquiry Option at any time by clicking on the Navigation Toolbar. 12

15 ParaNet! REPORTS Processing a Report Step 3 Process Report Once you have selected the report and specified the criteria to be included, you can now process your report. All selected criteria will be displayed at the bottom of the screen. Displaying your Report: You have the option of displaying the report results on the screen or exporting the data into an Excel spreadsheet. The default is to display the report on the screen. This report can now be printed. Exporting to Excel: Once your have made your report selection, select Open in Excel from the drop down box in Step 3. Select Process Report. Another box will appear asking you what you want to do with the file. You can either; 1) Open this file from the current location (without saving it) 2) Save this file to disk Please note: If you open this file without saving it, you can either discard the results at the end of the session or you can save the file after you ve viewed it. You may return to the Main Menu, Report Menu, or switch to the Customer Inquiry Option at any time by clicking on the Navigation Toolbar. 13