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 Copyright I/O International, 2013 Visit us at: www.iointernationalonline.com A Feature Within from Customer Search / Inquiry  Copyright I/O International,

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Presentation on theme: " Copyright I/O International, 2013 Visit us at: www.iointernationalonline.com A Feature Within from Customer Search / Inquiry  Copyright I/O International,"— Presentation transcript:

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2  Copyright I/O International, 2013 Visit us at: A Feature Within from Customer Search / Inquiry  Copyright I/O International, 2013 Skip Intro

3 Customer Search / Inquiry The Customer Inquiry segment of QSEARCH is significantly improved (included only in I/O DMASPlus! ) One of two main elements in QSEARCH Also available within o Billing order entry o Customer User Friendly Maintenance 2

4 Customer Search / Inquiry Customer Inquiry... Now including a powerful, integrated searching facility o Same search facility as integrated into Customer User Friendly Maintenance o Provides the ability to search the contents of 43 customer master fields either individually or in combination with each other o Once the desired customer is found, with an option, either Enter directly into standard DMAS customer inquiry for the specific customer (including all standard DMAS customer inquiry screens) Or, browse various customer maintenance screens with the ability to page back and forth (browse only, no data changes are allowed) o Provides the ability to view the maintenance history log for the displayed customer 3

5 Customer Search / Inquiry Built on the new “work with” architecture Initial screen displays a list of existing customers (if any) Five alternate views provide the ability to review common customer data without leaving the list screen 4 Customer Inquiry...

6 Customer Search / Inquiry Customer Inquiry... Various options available for browsing a specific customer o Use standard DMAS Customer Inquiry screens o Five options to go directly to any one of the customer maintenance screens but in Browse mode only Page 1 – Name & Address as well as A/R data screen Page 2 – Billing data Page 3 – Customer contact data Page 4 – Miscellaneous customer data Page 5 – Sales statistics (if “show all pages” is turned ‘on’) Use the Page Up and Page Down keys to roll through various customer pages Function keys available to o View alternate views o Turn “show all pages” on o Display all search and selection entry fields across only 2 screens 5

7 Return to Title Page 6 Customer QSEARCH Summary (click button to view detail) Customer Search / Inquiry for DMAS Entering Customer QSEARCH Searching for a Customer Customer Inquiry Browse Customer Selection Screen EXIT Ship-To Search / Inquiry Standard DMAS Cust Inquiry Displaying Maintenance Log

8 Entering Customer QSEARCH When entering QSEARCH, the first “Begin Search” screen is essentially the same as standard DMAS QSEARCH Using the F4=Lookup function key when the cursor is placed into the Customer Inquiry entry capable field however, now displays the new Customer Selection screen 7

9 Entering Customer QSEARCH The initial QSEARCH screen Access the new customer search and inquiry function by placing the cursor anywhere within the Customer Inquiry entry capable field and pressing the F4=Lookup function key 8 Return to Customer QSEARCH Summary Or use the input capable ‘Search” fields to use the old method of searching for customers Or key the desired customer number / branch / company to go directly to the desired customer

10 Customer Selection The Customer Selection screen is displayed when using the F4=Lookup function key when the cursor is in the customer number entry capable field Provides the ability for a user to select the customer to be queried from a displayed list Built on the new “work with” architecture Options available include o View customer data utilizing the legacy DMAS Customer Inquiry screens o View customer data utilizing “Browse only” mode of customer user friendly maintenance screens o Go directly to Customer Ship-to Search / Inquiry for a specific customer o Work with customer notes for a specific customer Function keys available for o Viewing alternate views of selection screen o Turn “On” the feature to view additional customer browse pages o Display all searching selection fields available on two screens 9

11 Return to Customer QSEARCH Summary Customer Selection The new Customer Selection screen will be displayed – View 1 To go to the standard DMAS customer inquiry function and screens, use the 1=Select option on the desired customer line (see Standard DMAS Customer Inquiry) Standard DMAS Customer Inquiry To view one of the new customer browse screens, use one of the options 5 through 9, then page through the available pages (see Customer Inquiry Browse) Customer Inquiry Browse 10 View 2 Use F11=Alternate view to view additional transaction detail Function key F14=subset list if part of the new customer search function (see Searching for a Customer)Searching for a Customer For more information about using the selection line, please refer to Searching for a Customer Searching for a Customer

12 Return to Customer Selection Customer Selection The new Customer Selection screen will be displayed – View 2 View 2 includes a number of A/R related fields 11 View 3 Use F11=Alternate view to view additional transaction detail

13 Return to Customer Selection Customer Selection The new Customer Selection screen will be displayed – View 3 View 3 includes a number of billing / invoicing related fields 12 View 4 Use F11=Alternate view to view additional transaction detail

14 Return to Customer Selection Customer Selection The new Customer Selection screen will be displayed – View 4 View 4 contains a number of sales / contact related fields 13 View 5 Use F11=Alternate view to view additional transaction detail

15 Back to Return to Customer Selection Customer Selection The new Customer Selection screen will be displayed – View 5 View 5 contains a number of miscellaneous EDI and shipping management fields 14 Use F11=Alternate view to view additional transaction detail View 1

16 Searching for a Customer This section only applies to searching for customers from the Customer Selection screen (L3220) Provides many possibilities for searching for one or more customers o Search for the contents of a single customer master field o Search for specific data in multiple customer master fields at the same time To use the new customer search function, the user may o Utilize the “selection” line on the Customer Selection screen (L3220) o Use the function key F14=Subset list 15

17 Searching for a Customer Use the F4=Lookup function key to access the new customer search Access the new customer search and inquiry function by placing the cursor anywhere within the Customer Inquiry entry capable field and pressing the F4=Lookup function key 16 Return to Customer QSEARCH Summary Continue

18 Return to Customer QSEARCH Summary Searching for a Customer The Customer Selection screen will then display The user may use the customer selection fields (individually or in combination with each other) to search for a single customer or customers that have common data 17 For searches with multiple selection fields, consider using F14=subset list For either method, to search across ALL DMAS companies, blank out the company number Using the Selection line Using F14=Subset list Using F14=Subset list

19 Return to Searching The Selection Line Searching entries are keyed on the selection line The selection line appears on all 5 of the alternate view screens (selection entries may be made on any or all of the alternate view screens for a single search) 18 For Searching Examples - Continue To search across ALL DMAS companies, blank out the company number

20 Return to Searching Searching Examples Position list to a specific customer number Start the list with the keyed customer number at the top of the list 19 View search results NOTE: If a Branch number is keyed AND a customer number, all customer records containing the keyed branch will be displayed, starting with the customer number that was keyed Continue to Next Example NOTE: If ONLY a Branch number is keyed, all customer records containing the keyed branch will be displayed For more information about each selection field, press F14=Subset list

21 Return to Searching Searching Examples Search on customer name “begins with” Search for all customers whose customer name starts with “MURPH” 20 View search results NOTE: This search will search the customer name, address line 1, and address line 2 fields Continue to Next Example For more information about each selection field, press F14=Subset list

22 Return to Searching Searching Examples Search on customer name, address 1 & 2 for “contains” Search for all customers whose customer name and/or address 1 and 2 fields contain “APPL” 21 Continue to Next Example View search results NOTE: This search will search the customer name, address line 1, and address line 2 fields For more information about each selection field, press F14=Subset list

23 Return to Searching Searching Examples Search on customer city and state code Search for all customers that are located in city “PALO ALTO” and state “CA” 22 Continue to Next Example View search results For more information about each selection field, press F14=Subset list

24 Return to Searching Searching Examples Search for late charge = “Yes”, credit hold = “Yes”, and credit limit = “750” Search for all customers that are subject to late charges, have a credit hold of “Yes”, and a credit limit of $ Continue to Next Example View search results For more information about each selection field, press F14=Subset list

25 Return to Searching Searching Examples Search for pricing code = “Yes”, price book = “DLR”, price discount code = “7”, sales tax code = “1” Search for all customers that are discount customers, have a price book of “DLR”, a price discount code of 7, and a sales tax code of 1 24 Continue to Next Example View search results For more information about each selection field, press (page 1 – fields Cust # thru Term) or (page 2 – fields FET thru Sub) F14=Subset list

26 Return to Searching Searching Examples Search for all customers that have any sort of address Search for all customers that have any sort of address in any e- mail address field, enter a blank followed by 25 Continue to Next Example View search results NOTE: Searching for a phone number is a search of all 7 possible telephone number fields, and can be either a “begins” search or a “contains” search For more information about each selection field, press F14=Subset list

27 Return to Searching Searching Examples Search for all customers that have an industry code of “5145” 26 For more information about each selection field, press End of Searching Examples View search results F14=Subset list

28 Searching Example Results Position list to start with customer number “100” The displayed list of customers starts with customer “100” 27 Return to Previous Panel

29 Searching Example Results Search results for “begins with MURPH” The list includes only those customers whose name, address line 1, and/or address line 2 start with “MURPH” 28 Return to Previous Panel

30 Searching Example Results Search results for “contains APPL” The list only contains those customer records that contain the character string “APPL” anywhere within any one of the name, address line 1 and/or address line 2 fields 29

31 Searching Example Results Search results for city “PALO ALTO” and state “CA” The list only contains those customer records that have a city of “PALO ALTO” and a state code of “CA” 30 Return to Previous Panel

32 Searching Example Results Search results for late charges = “Yes”, credit check code = “H”, and a credit limit of “$750” The list only contains those customer records that are subject to late charges, have a credit check code of “H”, and a credit limit of “$750” 31 Return to Previous Panel

33 Searching Example Results Search results for pricing code “D”, price book “DLR”, price discount code “7”, sales tax code “1” The list only contains those customer records that are discount customers, have a price book of “DLR”, a price discount code of 7, and a sales tax code of “1” 32 Return to Previous Panel

34 Searching Example Results Search results for any customer that has an address The list only contains those customer records that have an e- mail address in at least 1 of the 4 possible address fields 33 Return to Previous Panel For this customer, use the 5=Browse option to view all 4 e- mail address fields to determine which field(s) contains an address

35 Searching Example Results Search results for any customer that has an industry code of “5145” The list only contains those customer records that have an industry code of “5145” 34 Return to Previous Panel

36 Function Key F14=Subset List The F14=Subset list function key displays nearly all customer selection fields used for searching, on 2 screens It is recommended to use function key F14=Subset list function for complex searches that would normally require selection field entry over several customer selection screens For fields requiring specific codes, the same codes are required whether the selection line is used or F14 is used To search multiple fields using the Select Customer Records screen (D1220), key the desired search criteria into as many fields as necessary for combination searching When finished with selections, use F14=Subset list to make sure all previous selections have been blanked out 35

37 Function Key F14=Subset List Use the F14=Subset list function to search for data in multiple fields just as you would on the selection line, but without being required to page through up to 5 alternate views The resulting sub-file list screens will be the same 36

38 Return to Searching Function Key F14=Subset List The Select Customer Records screen (D1220) – Page 1 The first 5 lines (6 fields) correspond to those found on view 1 (Field “Cust #” and “Warehouse” are not included) 37 Continue Lines “A/R Account type” through “Credit limit” correspond to those found on view 2 Lines “Pricing code” through “Terms code” correspond to those found on the first part of view 3 NOTE: View 2 ACNT = F14 A/R Account type View 2 LC =F14 Late charges View 2 Stmt =F14 Statement code View 2 Via = F14 Send statement via (1 st field) View 2 P = F14 Prnt/No Prt (2 nd field) View 2 Mo/Wk = F14 Statement type View 2 CrChk =F14 Credit check code NOTE: View 3 DM = F14 Pricing code View 3 PrcBk =F14 Price book View 3 Col = F14 Price discount code View 3 Contr = F14 Contract number View 3 Trd = F14 Trade discount code View 3 Term =F14 Terms code

39 Return to Searching Function Key F14=Subset List The Select Customer Records screen (D1220) – Page 2 38 Lines “Federal excise tax” through “Substitute code” correspond to those found on the second part of view 3 Lines “SlsRep” through “ s” correspond to those found on view 4 Lines “Industry code” through “Accepts Pallet” correspond to those found on view 5 NOTE: View 3 FET = F14 Federal excise tax View 3 Inv Via = F14 Send invoice via (1 st field) View 3 Inv P = F14 Prnt/No Prt (2 nd field) View 3 Sub = F14 Substitute code NOTE: View 5 IndC = F14 Industry code View 5 Pfx = F14 Group prefix View 5 Typ = F14 Customer type View = F14 Advance ship 856 View 5 DTL = F14 Carton detail packing View 5 UCC = F14 UCC 128 label print View 5 PAL = F14 Accepts Pallet

40 Return Function Key F14=Subset List The Select Customer Records screen (D1220) – Page 1 The first 5 lines (6 fields) correspond to those found on view 1 (Field “Cust #” and “Warehouse” are not included) 39 Lines “A/R Account type” through “Credit limit” correspond to those found on view 2 Lines “Pricing code” through “Terms code” correspond to those found on the first part of view 3 (more on next page) NOTE: View 2 ACNT = F14 A/R Account type View 2 LC =F14 Late charges View 2 Stmt =F14 Statement code View 2 Via = F14 Send statement via (1 st field) View 2 P = F14 Prnt/No Prt (2 nd field) View 2 Mo/Wk = F14 Statement type View 2 CrChk =F14 Credit check code NOTE: View 3 DM = F14 Pricing code View 3 PrcBk =F14 Price book View 3 Col = F14 Price discount code View 3 Contr = F14 Contract number View 3 Trd = F14 Trade discount code View 3 Term =F14 Terms code

41 Return Function Key F14=Subset List The Select Customer Records screen (D1220) – Page 2 40 Lines “Federal excise tax” through “Substitute code” correspond to those found on the second part of view 3 Lines “SlsRep” through “ s” correspond to those found on view 4 Lines “Industry code” through “Accepts Pallet” correspond to those found on view 5 NOTE: View 3 FET = F14 Federal excise tax View 3 Inv Via = F14 Send invoice via (1 st field) View 3 Inv P = F14 Prnt/No Prt (2 nd field) View 3 Sub = F14 Substitute code NOTE: View 5 IndC = F14 Industry code View 5 Pfx = F14 Group prefix View 5 Typ = F14 Customer type View = F14 Advance ship 856 View 5 DTL = F14 Carton detail packing View 5 UCC = F14 UCC 128 label print View 5 PAL = F14 Accepts Pallet

42 Standard DMAS Cust Inquiry All previous DMAS customer inquiry screens are still available via o Keying the customer number on the Begin Search screen (Q08A) o Using the legacy customer search function on the Begin Search screen (Q08A) o Using the 1=Select option on the new Customer Selection screen (L3220) 41

43 Standard DMAS Cust Inquiry Key the customer number or use the legacy search function Access the legacy customer inquiry function by keying the customer number 42 Return to Customer QSEARCH Summary Access the legacy customer inquiry function by using the legacy customer search fields Either of the above methods will result in the legacy Customer Inquiry function being displayed Continue

44 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry OR use option 1=Select to utilize the legacy customer inquiry function Continue 43 Key the 1=Select option to utilize the legacy customer inquiry function and display the Customer Inquiry screen (Q12C)

45 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry The A/R Data screen is displayed by default A/R data is displayed for the specified customer 44 Continue Proceed to the Billing Data screen by pressing function key F3=Billing dta

46 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Billing Data screen for a specific customer 45 Continue Proceed to the Sales Data screen by pressing function key F5=Sales data Billing data is displayed for the specified customer

47 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Sales Data screen for a specific customer 46 Continue Proceed to the Credit Check screen by pressing function key F75=Credit chk Sales data is displayed for the specified customer

48 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Customer Enterprise Credit Check screen for a specific customer enterprise 47 NOTE: All values on this screen are in even dollars (no cents) Continue Proceed to the A/R Detail screen by first pressing F3=Exit, then pressing function key F8=A/R detail Credit check data is displayed for the specified customer enterprise including multiple companies, if desired

49 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Current A/R Invoice screen for a specific customer 48 Continue Proceed to the Miscellaneous Data screen by first pressing F3=Resume search, then pressing function key F9=Misc data Current A/R invoice data is displayed for the specified customer

50 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Miscellaneous Data screen for a specific customer 49 Continue Proceed to the Customer Notes window by pressing function key F23=Work notes Miscellaneous data is displayed for the specified customer

51 Return to Customer QSEARCH Summary Standard DMAS Cust Inquiry Viewing the Customer Notes window for a specific customer 50 Exit this window by pressing function key F3=Exit Customer notes are displayed for the specified customer

52 Customer Inquiry Browse Provides the ability for a user to inquire into the various customer pages available for a specific customer within the Customer master file 51

53 Return to Customer QSEARCH Summary Customer Inquiry Browse Use the 6=N&A A/R option to browse customer file pages for a customer Key the 6=N&A A/R option adjacent to the customer record to be viewed (option 5=Browse may also be used) Continue 52 To be able to view pages 5 and 6, press function key F13=Show all pages before using any of the options 5 through 9 (pages 5 and 6 will then be available via the Page Up and Page Down keys) Use these options to go directly to a specific customer inquiry screen

54 Return to Customer QSEARCH Summary Customer Inquiry Browse The Name & Address / A/R Data screen is then displayed in Browse mode – Page 1 Page 1 is then displayed - All fields for the selected customer record may then be viewed 53 Continue with Page Down

55 Return to Customer QSEARCH Summary Customer Inquiry Browse The Billing Data screen is then displayed in Browse mode – Page 2 54 Page 2 is then displayed - All fields for the selected customer record may then be viewed Continue with Page Down

56 Return to Customer QSEARCH Summary Customer Inquiry Browse The Customer Contact Data screen is then displayed in Browse mode – Page 3 55 Page 3 is then displayed - All fields for the selected customer record may then be viewed Continue with Page Down

57 Return to Customer QSEARCH Summary Customer Inquiry Browse The Miscellaneous Customer Data screen is then displayed in Browse mode – Page 4 56 Page 4 is then displayed - All fields for the selected customer record may then be viewed If function key F13=Show all pages had been pressed on the previous Customer Selection list screen (L3220), this message would display as “More... Page Up/Down” (see next panel) Continue with Page Down

58 Return to Customer QSEARCH Summary Customer Inquiry Browse The G/L Distribution Detail screen is then displayed in Browse mode – Page 5 57 Page 5 is then displayed - All fields for the selected customer record may then be viewed This panel is only available to be viewed if function key F13=Show all pages had been pressed on the earlier Customer Selection list screen (L3220) Continue with Page Down

59 Return to Customer QSEARCH Summary Customer Inquiry Browse The G/L Distribution Detail screen is then displayed in Browse mode – Page 6 58 Page 6 is then displayed - All fields for the selected customer record may then be viewed This panel is only available to be viewed if function key F13=Show all pages had been pressed on the earlier Customer Selection list screen (L3220)

60 Ship-To Search / Inquiry A new customer ship-to search/inquiry function has been added to the customer inquiry segment of QSEARCH Ship-To Search/Inquiry is only available from within the new Customer Search/Inquiry function (the Customer Selection screen (L3220) 59

61 Return to Customer QSEARCH Summary Ship-To Search / Inquiry Use option S=Ship to, to search for and or inquire into customer ship- to’s Use the S=Ship to option to search for and/or inquire into customer ship-to records 60 The Ship-To Inquiry screen (L3225) will then be displayed for the selected customer (see next panel) Continue

62 Ship-To Search / Inquiry The Ship-To Inquiry screen displays for the selected customer The customer for which the ship-to option was entered A list of existing ship-to records for the selected customer 61 Return to Customer QSEARCH Summary To learn more about the searching capabilities in the above screen, click the following button: Customer Ship-To Search Please be patient, customer ship-to search/inquiry loads as a separate window and may take a little time (NOTE: Your requested window MAY open up behind this window) Customer Ship-To Search Please be patient, customer ship-to search/inquiry loads as a separate window and may take a little time (NOTE: Your requested window MAY open up behind this window)

63 Maintenance Log Provides an interactive tool for viewing historical changes made to an existing customer master record Once either of the customer detail screens is displayed, press F22=Log The most recent history record will be displayed Use the Page Up key to view older log entries Use the Page Down key to view more recent entries At any time, press the Enter key to view the current record 62

64 Maintenance Log Browse the customer record of concern Browse the customer record for which you want to view the maintenance history log (select the page for which you want to check for changes) Continue 63 Return to Customer QSEARCH Summary

65 Maintenance Log Use function key F22=Log to view the maintenance history log Use function key F22=Log to view the maintenance log for the selected customer record page being displayed Continue 64 Return to Customer QSEARCH Summary

66 Maintenance Log Each history record displayed is identified on screen line 2 Who made the change and when the change was made, is identified on the right hand side on line 2 As the user scrolls back and forth with Page Up and Page Down, data changes can readily be identified 65 Return to Customer QSEARCH Summary Continue

67 Maintenance Log Each history record displays the data as of the displayed date In this case, the credit limit changed in this record on 08/08/ Return to Customer QSEARCH Summary To view the current record, on any history record, just press the Enter key (example on the next screen) Continue

68 Maintenance Log Pressing the Enter key displays the current version of the record When the current record is displayed, the history log information area is blank 67 Return to Customer QSEARCH Summary

69 68 End of Presentation For more information about the Customer Search / Inquiry 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 EXIT

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