DOCUMENTATION CONVENTIONS

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1 QUOTATION HISTORY

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 ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including any warranties that might 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. DOCUMENTATION CONVENTIONS The eyeglass symbol ( ) indicates a field on which you can browse. The star ( ) indicates the default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 4.05c to find which manual describes a specific module, job, or function. 9/21/05 Prophet 21 Acclaim Version 16 The Prophet 21 System and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. ii

3 Table of Contents 1 INSTALLATION INSTRUCTIONS USING THE SOFTWARE...6 COMPANY...6 Quote History for Converted Quotes Option...7 QT-ORDER...8 Generating Options...8 EXP-QUOTE...9 Cancel a Quotation...9 QT-HISTORY...10 View Quotation History by Customer...10 View Quotation History by Item...11 Edit Quotation History...12 Delete Quotation History...12 Print a Quotation History Report...13 SYSTEM-WIDE...14 Quotation History browse...14 QT-ENTRY, FRONT-COUNTER,ORDER...15 iii

4 1 INSTALLATION INSTRUCTIONS The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to Stop the system. Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Optional or Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen: PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#:

5 1 INSTALLATION INSTRUCTIONS 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. Installing: DC QUOTATION HISTORY MM/DD/YY ** No activity profile questions needed. ** ** File or jobstream changes are needed for this feature. ** When installation is complete, LIB-UPDATE will automatically run. Proceed? (Y N): Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the direct catalog feature is installed. When the installation is complete, LIB-UPDATE runs automatically. QHISTD, QHISCX, QHISIX are created to hold quote history information. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. 5

6 Track lost sales through quotation history. The QUOTATION HISTORY Select Software provides the ability to save historical information on quotations. You decide whether all converted quote line items or cancelled line items only are saved in quotation history. This lets you create the type of historical paper trail you need. Quotation history can be viewed through a new QT-HISTORY module, or through Pricing and Availability in the QT-ENTRY, FRONT-COUNTER, and ORDER modules. COMPANY The Quotation History feature is enabled in the Company Order Processing Options. COMPANY ORDER PROCESSING OPTIONS 1 PRICE/COST COMPARISON XXXXX (PRICE COST BOTH NONE) 2 CANADIAN SALES TAX X (Y N) 3 SALES COMPARISON YEAR XXXX (FISC CAL) 4 ASSEMBLIES FOR STOCK X (Y N) 5 MULTIPLE WBW FILES X (Y N) 6 VIEW WBW HISTORY DATE SEQUENCE X (Y N) 7 INV COST EDIT VARIANCE REP OPT X (Y N) 8 OVERAGE PROCESSING X (Y N) 9 QT-HISTORY FOR CONVERTED QUOTES X (Y N) FIELD: The following screen appears when the QT-HISTORY FOR CONVERTED QUOTES option is selected.

7 QUOTE HISTORY FOR CONVERTED QUOTES OPTION QT-HISTORY FOR CONVERTED QUOTES This field determines whether the QT-HISTORY module will include all quote line items that were converted to orders. If this option is disabled, the QT-HISTORY module will only contain line items which were cancelled. Y = Add converted quote line items to the QT-HISTORY files. N = Do not add converted quote line items to the QT-HISTORY files. 1 QT-HISTORY FOR CONVERTED QUOTES (Y N) FIELD: Enter a Y to save all converted quote line items in the quotation history file, N (the default) otherwise. 7

8 QT-ORDER Whenever you convert a quote (or a range of quotes) to an order, a POST TO QUOTE HIST prompt displays. This determines whether the quotation is saved in the quotation history file. GENERATING OPTIONS GENERATING AN ORDER QUOTE# CUSTOMER XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CUST PO#: XXXXXXXXXXXXXXXXXX GENERATION OPTIONS 1 STEP THROUGH QUOTATION X (Y N) 2 COPY EXTENDED DESCRIPTIONS X (Y N) 3 DELETE QUOTATION LINES XXXX (NO SOME ALL) 4 ALLOCATION MODE XXXXX (REG HOLD FRONT BLNKT) 5 COPY QUOTATION NOTES X (Y N) 6 COPY LINE ITEM NOTES X (Y N) 7 UPDATE PRICES X (Y N) 8 UPDATE COSTS X (Y N) 9 POST TO QUOTE HIST X (Y N) FIELD: The system will only POST TO QUOTE HIST if the option to delete ALL line items from the quotation (or range of quotations) is specified. An entry will be made for each line item which is deleted but not converted to an order line item. 8

9 EXP-QUOTE Cancelled quotations can be saved in the quotation history file. This is true when you cancel a single quote and when you cancel an entire range of quotations. A POST HIST prompt displays in either instance. As the prompts are identical, only the "Cancel a Quotation" screen is shown in this document. CANCEL A QUOTATION Customer Code: XXXXXX Sales Loc: 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Bill XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Ship XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX to: XXXXXXXXXXXXXXXXXXXXXXXXXX to: XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXX XXXXXXXXXXXXXX XXX XXXXXXXXXX XXXXXXXXXXXX Inv Batch Rte Tax ID Frt Shipping Instructions X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Quote Qt-Date Req-Date Slm Tkr Pack #Lines Open Shpmts Unconf Invcs MM/DD/YY MM/DD/YY XXXX Customer PO External PO# Qt-Value Open-Value XXXXXXXXXXXXXXXXXX XXXXXXXXXXXX CANCEL (QUOTE or ITEM) 2 POST HIST (Y N) FIELD: The POST HIST field is only available when you cancel an entire quotation (i.e., you specify QUOTE in the CANCEL field) or when you cancel a range of quotations. Set the POST HIST field to Y (the default) to save the cancelled quotation in the quote history file. 9

10 QT-HISTORY The QUOTE HISTORY module can be accessed from the QUOTATIONS menu. Each option is described on the pages that follow. VIEW QUOTATION HISTORY BY CUSTOMER You are prompted for a CUSTOMER code and a STARTING ITEM code. Scans/browses are available for both fields. Note: A browse for quote history is currently available as a powerdrill from the customer browse and the item browse. (See "Quote History Browse" section) VIEW BY CUSTOMER CUSTOMER: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX STARTING ITEM: XXXXXX 10

11 Once valid customer and item codes have been entered, a screen similar to the following displays. CUST: XXXXXX XXXXXXXXXXXXXXXXXXXX ITEM: XXXXXX DESC: XXXXXXXXXXXXXXXXXXXXXXXXXXX =============================================================================== QUOTE # QT-DATE PROD UT UT-SIZE UT-PRICE QUANTITY EXT-PRICE PR % =============================================================================== 1. Next item Option: If there are additional items to view, the "Next Item" option displays at the bottom of the screen. Use this option to scroll through the items that have been quoted to the specified customer. VIEW QUOTATION HISTORY BY ITEM You are prompted for an ITEM code and a STARTING CUSTOMER code. Scans/browses are available for both fields. Note: A browse for quote history is currently available as a powerdrill from the customer browse and the item browse. (See "Quote History Browse" section) VIEW BY ITEM ITEM: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX STARTING CUSTOMER: XXXXXX Once valid item and customer codes have been entered, a screen similar to the view screen shown in the View Quotation History by Customer section displays. 11

12 EDIT QUOTATION HISTORY You are prompted for a CUST code, ITEM code, QUOTE #, # and ITEM SEQ#. The ITEM SEQ# for assembly components (and lot group items) should be entered as descriptive item seq#-component seq#. Once the first four fields have been entered, the rest of the screen displays and the remaining fields are filled in by the system. EDIT QUOTE HISTORY 1 CUST 2 ITEM 3 QUOTE # 4 ITEM SEQ# 5 ITEM DESC 6 QT-DATE (MM/DD/YY) 7 QT-QTY 8 SALESMAN 9 TAKER 10 CUST PO 11 ALT SHIP-TO# 12 VENDOR 13 PROD GROUP 14 SHIP BRANCH 15 UNIT NAME 16 UNIT SIZE 17 UNIT PRICE 18 UNIT COST 19 PR MULT FIELD: All of the fields can be edited, except for the first four. DELETE QUOTATION HISTORY To delete quotation history, Q-MODE must be enabled. You are prompted to enter deletion parameters. QUOTATION HISTORY DELETION (USE DUE CAUTION!) 1 QUOTE DATE (MM/DD/YY) 2 START CUST 3 END CUST 4 START ITEM 5 END ITEM 6 START TAKER 7 END TAKER 8 START CUST CLASS 9 END CUST CLASS FIELD: 12

13 Any history that fits these parameters will be deleted from the system. PRINT A QUOTATION HISTORY REPORT QUOTATION HISTORY REPORT 1 SEQ (CUST ITEM) 2 START CUST 3 END CUST 4 START ITEM 5 END ITEM 6 START VENDOR 7 END VENDOR 8 START TAKER 9 END TAKER 10 START DATE 11 END DATE 18 SHOW PROFIT % (Y N) 12 START QUOTE # 19 SHOW ITEM DESC (Y N) 13 END QUOTE # 14 START PROD GRP 15 END PROD GRP 16 SHOW PRICES 17 BRIEF FIELD: This report is very similar to the Who-Bought-What report. A sample report follows. QUOTATION HISTORY REPORT BY CUSTOMER 07/22/96 14:07 PAGE 1 CUST NAME ITEM QUOTE # QT-DATE PROD UT SIZE UT-PRICE QUOTE-QTY EXT-PRICE PROF % TDC 1/4 BOLT YARDLEY LA /4 HEX BOLT STANDARD /10/96 1 EA TOTALS FOR CUSTOMER TDC

14 SYSTEM-WIDE QUOTATION HISTORY BROWSE A browse for quote history is available as a powerdrill from the customer browse and the item browse. The customer browse is shown here. The PowrDrill option allows you to view the quotation history of the selected customer. 14

15 The following screen displays when the Quote History option is selected. QT-ENTRY, FRONT-COUNTER,ORDER Pricing and Availability includes options to view quotation history XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PRICING AND AVAILABILITY Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Credit: XXXX Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vend-Item#: XXXXXX-XXXXX Desc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Sub-Ref: XXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX Vendor ID: XXXXXX P CLS: 99 =============================================================================== Ut Ut-Size XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XXXXXXXXXX XX Disc Basis Break Unit-Price Mult Disc% Net-Price Each-Price Prem XXXX XXXXX Br Loc Free Back-Ord Due-In Protect Bin Lead PO # Due-Date XXXXXX MM/DD/YY none 9999 =============================================================================== 1. XXXXXX 4. XXXXXX 7. XXXXXX A. XXXXXX D. XXXXXX G. QHI-CU 2. XXXXXX 5. XXXXXX 8. XXXXXX B. XXXXXX E. XXXXXX H. QHI-IT Option: 3. XXXXXX 6. XXXXXX 9. XXXXXX C. XXXXXX F. XXXXXX The QHI-CU option allows you to View Quotation History by Customer and the QHI-IT IT option allows you to View Quotation History by Item. See the View Quotation History by Customer section for more information and a sample view screen. 15

DOCUMENTATION CONVENTIONS

DOCUMENTATION CONVENTIONS QUOTATION PRINTING 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