CREDIT REPORTING FOR DUN & BRADSTREET/TRW

Transcription

1 CREDIT REPORTING FOR DUN & BRADSTREET/TRW i

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 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 system 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 3.01 to find which manual describes a specific module, job, or function. 8/26/99 Prophet 21 Acclaim Version 10 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 4 2 USING THE SOFTWARE 7 CUST-CREDIT 7 Build D&B or TRW Credit Data 8 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 á Stop the system. á Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. á Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual á Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. á 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. á 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#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4

5 1 INSTALLATION INSTRUCTIONS CREDIT REPORTING FOR D&B/TRW 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 D&B/TRW CREDIT REPORTING MM/DD/YY ** No activity profile questions needed. ** ** No file or jobstream changes needed for this feature. ** Proceed? (Y N): Y Installation complete. Strike any key to continue... Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the Select Software is installed. A message displays when the installation is complete. 7. If PKZIP software is not currently installed on your system, install it now using the instructions that follows. You should have received a diskette containing PKZIP software. Insert the diskette containing the PKZIP software into the drive of the RISC System/6000 unit. 5

6 1 INSTALLATION INSTRUCTIONS CREDIT REPORTING FOR D&B/TRW Log on to the AIX system as the root user and type the following command at the AIX prompt: # dosread zip /usr/local/bin/zip When this procedure is complete, type the following: chmod 755 /usr/local/bin/zip This completes the installation of the PKZIP software. 8. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. 6

7 2 USING THE SOFTWARE An easy, accurate way to send credit information to Dun & Bradstreet or TRW. The Credit Reporting for Dun & Bradstreet/TRW Select Software provides the ability to send customer credit information to Dun & Bradstreet or TRW on 3 1/2 inch diskette in PKZIP format. CUST-CREDIT An option is available to build Dun & Bradstreet or TRW credit data. Using this option, a credit reporting file can be created for either Dun & Bradstreet or TRW, and saved to a diskette. Q-MODE must be ON to use this option. IMPORTANT! Before you run this option, insert a blank, 3 1/2 inch diskette in the drive of the RISC System/6000 unit. The credit reporting information will be saved to this diskette. When you choose the option to Build D&B/TRW, the Credit Reporting screen displays. 7

8 2 USING THE SOFTWARE CREDIT REPORTING FOR D&B/TRW BUILD D&B OR TRW CREDIT DATA D&B and TRW Credit Reporting Run date: MM/DD/YY 1 D&B VTA# / TRW Contributor # Business category (TRW only) 9999 FIELD: To build credit data for Dun & Bradstreet, enter the VTA Number, and leave the Business Category field blank. To build credit data for TRW, enter the Contributor Number and the Business Category. When you press [Return] at FIELD, a credit reporting file is created (with either Dun & Bradstreet or TRW data) and the file information displays. Record length: 9999 Record count: DONE. Press any key. This file information is needed for the paperwork that accompanies the diskette. The credit information file (named TRWDATA.ZIP) is automatically compressed in PKZIP format and saved to the diskette. 8