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 Copyright I/O International, 2013 Visit us at: www.iointernationalonline.com A Feature Within from Item Class User Friendly Maintenance  Copyright.

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Presentation on theme: " Copyright I/O International, 2013 Visit us at: www.iointernationalonline.com A Feature Within from Item Class User Friendly Maintenance  Copyright."— Presentation transcript:

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2  Copyright I/O International, 2013 Visit us at: A Feature Within from Item Class User Friendly Maintenance  Copyright I/O International, 2013 Skip Intro

3 Item Class UFM The User Friendly Maintenance facility for maintaining the DMAS Item Class file (included only in I/O DMASPlus! ) Built on the new “work with” architecture Initial screen displays a list of existing Item Classes and Sub Classes (if any) Search/selection functions to Find a specific Item Class and/or Sub Class Find Item Classes/Sub Classes by searching for the item class/subclass description (or partial description) Find Item Classes/Sub Classes by searching for a specific Minimum Margin % Find Item Classes/Sub Classes by searching for a specific Default Cost % 2

4 Item Class UFM Item Class UFM... Options available to Change an existing item class/subclass Remove an existing item class/subclass Mark an existing item class/subclass for deletion and later purging Browse an existing item class/subclass Work with fine lines for specific item class/subclass Function keys available to Enter/add a new item class/subclass 3

5 Item Class UFM Within an Item Class/Sub Class Option to work with fine lines within item class/subclass Options available to View a list of fine lines Change an existing fine line Remove an existing fine line Browse an existing fine line Option/Function key available to Enter/add a new fine line 4

6 Return to Title Page 5 Item Class UFM Summary (click button to view detail) Item Class & Fine Line Maintenance for DMAS Work with Item / Sub Classes Change an Item / Sub Class Browse an Item / Sub Class Add a New Item Class EXIT Remove an Item / Sub Class Change a Fine Line Add a New Fine Line Remove a Fine Line Work with Fine Lines Mark Item / Sub Class for Delete Add a New Item Sub Class Browse a Fine Line

7 Work with Item / Sub Classes Maintains the standard DMAS item and item sub-classes in the DMAS item class file The initial Work with Item Classes screen displays a list of existing item classes and sub-classes “Change” option available to allow user to change a specific item class/sub-class record Options available to o Remove an existing item class/sub-class record o Browse an existing item class/sub-class record o Work with fine lines within a given item class/sub-class Entry capable line for sub-setting the list o To start with a specified item class and/or item sub-class o To include only those item class/sub-class records whose description contains the text keyed by the user o To list only those item class/sub-class records that contain a specific minimum margin percentage o To list only those item class/sub-class records that contain a specific default cost percentage Function key available for adding a new item class/sub-class 6

8 Work with Item / Sub Classes The initial Work with Item Class/Sub-class screen Options for working with a specific item class or item class/sub-class Function key for adding new item class/sub-class records Input capable selection fields with which the user can position the list to start with a particular item class and/or item class/sub-class, or search for an item class description, or a specific minimum margin % and/or default cost % Continue 7 Return to Item Class UFM Summary

9 Work with Item / Sub Classes The initial Work with Item Class/Sub-class screen Using the 1=Add sub class option will default the item class field on the subsequent Item Class Detail screen, to the item class of the item class/sub-class record on which the option was keyed When using the F6=Add record function key for adding item class/sub-class records, there will be NO default item class or sub- class on the subsequent Item Class Detail screen 8 Return to Item Class UFM Summary Continue

10 Work with Item / Sub Classes Searching for an item class The user may choose to position the list of item classes to start with a specific item class by entering the desired item class number The list will then start with item class “23”, or if it does not exist, the next higher item class number (see next panel) 9 Return to Item Class UFM Summary Continue

11 Work with Item / Sub Classes Starting with item class number “23” The list of sales reps now starts with sales rep “24” (item class 23 does not exist) To search for specific data anywhere within the class description field, start by blanking out the previous “23”, then in the “Description” field, key a blank followed by the data to search for, such as “_APPL” 10 The list will then include ONLY those item class records that contain the character string of “APPL” anywhere within their description field (see next panel) Return to Item Class UFM Summary Continue NOTE: If the leading blank is not keyed, then the search will only look for descriptions that “start with” the character string keyed

12 Work with Item / Sub Classes Searching for item class description containing “APPL” The list of item classes displayed is now limited to those that contain the character string of “APPL” anywhere within their description field 11 Return to Item Class UFM Summary

13 Add a New Item Class Provides the ability for a user to add new item class records to the item class file Typically, an “item class” record is an item class/sub- class record with an item class number and a zero (“00”) sub-class An item class record should always exist as a “header” record if one or more sub-classes are to exist under the item class 12

14 Add a New Item Class Use F6=Add record to add a new item class record Function key F6=Add record for adding a new item class record Continue 13 Return to Item Class UFM Summary

15 Press the Enter key, verify your entry, then press the Enter key again to add the new item class record to the file Add a New Item Class The Item Class Detail screen is displayed in Add mode Enter a unique item class identifier For an item class record, leave the sub-class field default to zero (0) The item class description is required, all other item class fields are optional 14 Return to Item Class UFM Summary

16 Add a New Item Sub Class Provides the ability for a user to add new item sub-class records to the item class file Typically, an item “sub-class” record is an item class/sub- class record with an item class number AND a non-zero sub-class Any item sub-class record should always be supported by a corresponding item class “header” record 15

17 Add a New Item Sub Class Use F6=Add record to add a new item sub-class record Function key F6=Add record for adding a new item sub-class record Continue 16 Return to Item Class UFM Summary

18 Press the Enter key, verify your entry, then press the Enter key again to add the new item sub- class record to the file Add a New Item Sub Class The Item Class Detail screen is displayed in Add mode Enter a unique item class identifier Enter a unique item sub-class identifier The item class description for an item sub-class is required, all other item class fields are optional 17 Return to Item Class UFM Summary

19 Change an Item / Sub Class Provides the ability for a user to make changes to the contents of an existing item class/sub-class record This function may be used to set minimum margin percentages and/or default item cost percentages for specific item classes/sub-classes This function may be used to activate an item class/sub- class record currently marked for deletion This function may be used to mark an item class/sub- class record for deletion 18

20 Change an Item / Sub Class Use the 2=Change option on the Work with Item Classes screen Key the 2=Change option adjacent to the item class/sub-class to be changed Function key for adding new item class/sub-class records Input capable selection fields with which the user can position the list to start with a particular item class and/or sub-class, or search for an item class description, minimum margin % or default cost % Continue 19 Return to Item Class UFM Summary

21 Change an Item / Sub Class The Item Class Detail screen is then displayed in Change mode Any input capable field may then be changed To mark an item class/sub-class for deletion, change the Status to an “D” To immediately remove an item class/sub-class record, use function key F20=remove 20 Return to Item Class UFM Summary

22 Remove an Item / Sub Class Provides the ability for a user to immediately remove an existing item class/sub-class If current sales information exists for the item class/sub- class being removed, the remove will be rejected with an appropriate message An item class/sub-class may only be removed if no current sales information exists for that item class/sub- class 21

23 Remove an Item / Sub Class Use option 4=Remove to immediately remove an item class/sub-class record Use option 4=Remove to immediately remove an item class/sub-class record from the item class file Continue 22 Return to Item Class UFM Summary CAUTION: When using the “remove” option, once the removal is confirmed, the record will be permanently removed from the file

24 Remove an Item / Sub Class Confirm the removal of a item class/sub-class record The item class record about to be removed will be displayed in Delete mode Confirm the “removal” by pressing the Enter key one more time 23 Return to Item Class UFM Summary Continue

25 Remove an Item / Sub Class Removed item class/sub-class records are displayed in RED The removed item class record is displayed in RED but retains the original description 24 Return to Item Class UFM Summary Pressing the F5=Refresh function key will cause the removed item class to no longer display in the list

26 Browse an Item / Sub Class Provides the ability for a user to browse the contents of an item class/sub-class record without the chance of erroneously making changes 25

27 Browse an Item / Sub Class Use the 5=Browse option on the Work with Item Classes screen Key the 5=Browse option adjacent to the item class/sub-class to be viewed Continue 26 Return to Item Class UFM Summary

28 Browse an Item / Sub Class The Item Class Detail screen is then displayed in Browse mode All fields for the selected item class/sub-class record may then be viewed 27 Return to Item Class UFM Summary

29 Mark Item / Sub Class for Delete Provides the ability for a user to mark an existing item class / sub-class record for deletion and subsequent purging from the item class file An item class/sub-class may only be marked for deletion if no current sales information exists for that item class/sub-class An item class / sub-class marked for deletion will be purged from the DMAS item class file the next time that DMAS master file reorganization (UREORG) is run and the item class file is selected for reorganization 28

30 Mark Item / Sub Class for Delete Use option 2=Change to display the item class/sub-class record to be marked for deletion Use option 2=Change to display a specific item class/sub-class record to be marked for deletion and later purging Continue 29 Return to Item Class UFM Summary NOTE: An item class record may be marked for deletion ONLY on the Item Class Detail screen (see next panel)

31 Mark Item / Sub Class for Delete Use the Record status field to mark a record for deletion The item class record about to be changed will be displayed in Change mode To mark an item class/sub-class record for deletion, enter a record status of “D” 30 Return to Item Class UFM Summary Continue

32 Mark Item / Sub Class for Delete The Record status field will display in RED for a delete The record status will display in RED when the record is marked for deletion To accept the change, press the Enter key one more time 31 Return to Item Class UFM Summary Continue

33 Mark Item / Sub Class for Delete Records marked for deletion are displayed in RED The description for item class records marked for deletion, have their descriptions changed as well as being displayed in RED 32 Return to Item Class UFM Summary All such item class/sub-class records marked for deletion will be removed from the file the next time DMAS file reorganization (UREORG) is run and the item class file has been selected for reorganization

34 Work with Fine Lines Maintains the I/O fine line breakdown within item sub- classes in the I/O fine line file The initial Work with Fine Line Groups screen displays a list of existing fine lines within the specified item sub- class o Option to view all fine lines within a specified item class o Option to view all fine lines regardless of item class and/or sub-class “Change” option available to allow user to change a specific fine line record Options available to o Remove an existing fine line record o Browse an existing fine line record Entry capable line for sub-setting the list o To start with a specified fine line within a given item sub-class o To include only those fine line records whose description contains the text keyed by the user Function key available for adding a new fine line 33

35 Work with Fine Lines Start with the initial Work with Item Class/Sub-class screen Navigate to the item class/sub- class for which you want to work with fine lines The text “Yes” indicates that at least one fine line already exists for a given item class/sub-class For the desired item class/sub- class, use the F=Fine line option to view the Work with Fine Lines screen for the specified item class/sub-class (see next panel) Continue 34 Return to Item Class UFM Summary

36 Work with Fine Lines The initial Work with Fine Line Groups screen All existing fine lines are displayed for the item class/sub-class for which the option was keyed When using the F6=Add record function key for adding fine line records, there will be NO default item class or sub-class on the subsequent Fine Line Group Defintion screen 35 Return to Item Class UFM Summary Continue

37 Work with Fine Lines Searching for a fine line The user may choose to list only those fine lines having a specific fine line code The list will then list only those fine lines with a fine line code of “25” 36 Return to Item Class UFM Summary Continue Since in this example, there is only one fine line with a code of 25 within item class 59 and sub-class 10, only one record will be found and displayed

38 Work with Fine Lines Displaying fine lines of “25” The list of fine lines is now limited to one fine line record of “25” Blanking out the item class and sub-class selection fields only, would display a list of all fine line 25 records regardless of item class and/or sub-class 37 The list will then include ONLY those fine line records that contain the character string of “SYSTEM” anywhere in their description field (see next panel) Return to Item Class UFM Summary Continue NOTE: If the leading blank is not keyed, then the search will only look for descriptions that “start with” the character string keyed To search for specific data anywhere within the fine line description field, start by blanking out the previous selection entries, then in the “Description” field, key a blank followed by the data to search for, such as “_SYSTEM”

39 Work with Fine Lines Searching for fine line descriptions containing “SYSTEM” The list of fine lines displayed is now limited to those that contain the character string of “SYSTEM” anywhere within their description field 38 Return to Item Class UFM Summary

40 Add a New Fine Line Provides the ability for a user to add new fine line records to the I/O fine line file (supporting the DMAS item class file) Typically, “fine line” records are used to break down a specific item sub-class into a more finite level Typically, an item class may have multiple sub-classes, and each sub-class may have multiple fine lines 39

41 Add a New Fine Line Use F=Fine line to view a list of existing fine lines for a given item class/sub-class Use the F=Fine line option to display the Work with Fine Line Groups screen (see next panel) Continue 40 Return to Item Class UFM Summary

42 Add a New Fine Line Use F6=Add record to add a new fine record Function key F6=Add record for adding a new fine line record – the screen MUST be limited to a specific item class and sub-class first Continue 41 Return to Item Class UFM Summary Options for working with a specific fine line Input capable selection fields with which the user can position the list to start with a particular item class, item sub-class, and/or fine line, or search for a fine line description

43 Press the Enter key, verify your entry, then press the Enter key again to add the new fine line record to the file Add a New Fine Line The Fine Line Group Definition screen is displayed in Add mode Enter a unique fine line code The fine line description is required 42 Return to Item Class UFM Summary

44 Change a Fine Line Provides the ability for a user to make changes to the contents of an existing fine line record This function may be used to immediately remove a fine line record from the file 43

45 Change a Fine Line Use the 2=Change option on the Work with Fine Line Groups screen Key the 2=Change option adjacent to the fine line to be changed Continue 44 Return to Item Class UFM Summary Input capable selection fields with which the user can position the list to start with a particular item class, item sub-class, and/or fine line, or search for a fine line description Function key F6=Add record for adding a new fine line record – the screen MUST be limited to a specific item class and sub-class first

46 Change a Fine Line The Fine Line Group Definition screen is then displayed in Change mode Any input capable field may then be changed To immediately remove a fine line record, use function key F20=remove 45 Return to Item Class UFM Summary

47 Remove a Fine Line Provides the ability for a user to immediately remove a fine line record 46

48 Remove a Fine Line Use option 4=Remove to immediately remove a fine line record Use option 4=Remove to immediately remove a fine line record from the I/O fine line file Continue 47 Return to Item Class UFM Summary CAUTION: When using the “remove” option, once the removal is confirmed, the record will be permanently removed from the file

49 Remove a Fine Line Confirm the removal of a fine line group record The fine line record about to be removed will be displayed in Delete mode Confirm the “removal” by pressing the Enter key one more time 48 Return to Item Class UFM Summary Continue

50 Remove a Fine Line Removed fine line group records are displayed in RED The removed fine line record is displayed in RED but retains the original description 49 Return to Item Class UFM Summary Pressing the F5=Refresh function key will cause the removed item class to no longer display in the list

51 Browse a Fine Line Provides the ability for a user to browse the contents of a fine line group record without the chance of erroneously making changes 50

52 Browse a Fine Line Use the 5=Browse option on the Work with Fine Line Groups screen Key the 5=Browse option adjacent to the fine line to be viewed Continue 51 Return to Item Class UFM Summary

53 Browse a Fine Line The Fine Line Group Definition screen is then displayed in Browse mode All fields for the selected fine line group record may then be viewed 52 Return to Item Class UFM Summary

54 53 End of Presentation For more information about the Item Class UFM Enhancement for I/O DMAS Plus!, call I/O International, Inc. at (914) Thank you for your interest Suite 2002 Pinewood Business Center Somers, New York Return to Item Class UFM Summary EXIT

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