2. User Friendly Vendor Maintenance A Family of Enhancements For iSeries 400 DMAS from  Copyright I/O International, 2010, 2011 Skip Intro Exit

3. 2 Vendor Master 4 Quicker / easier, more user friendly access to Vendor Maintenance 4 Initial “work with” screen displays a list of existing vendors 4 Three alternate views provide the ability to review common vendor data without leaving the list screen 4 Record selection (search) options available on vendor list screen and alternate views 4 Search capability allows user to search for vendors using up to 21 different vendor fields for searching, individually or in combination with each other

4. 3 Vendor Master 4 Various options available for browsing and/or working with listed vendors 4 Option available for creating a new vendor by copying an existing vendor 4 Ability to set field defaults for adding new vendors 4 Function keys provided for typical screen navigation including the adding of a new vendor 4 A “work with” option for maintaining each separate vendor maintenance detail screen

5. 4 Vendor Master 4 Option on list screen that takes the user directly to Vendor NEC User Friendly Maintenance 4 Option available to interactively review historical changes to a given vendor master

6. 5 Vendor Master Summary Using I/O Vendor User Friendly Maintenance Finding Vendors Maintaining Existing Vendors Accessing Vendor UF Maint Adding a New Vendor Special Functions for Existing Vendors: Activate Suspend Delete View Maintenance Log Special Functions for Existing Vendors: Activate Suspend Delete View Maintenance Log Back to Title Page Work with Vendors Screen Setting Vendor Defaults Copying a Vendor Exit Work with Vendor NEC

7. 6 Accessing Vendor UF Maintenance 4 Access to Vendor UF Maintenance is via the same standard menu options 4 Available wherever DMAS vendor maintenance has been available 4 The same maintenance function used in purchasing and accounts payable

8. 7 Return to Vendor Master Summary Accessing Vendor UF Maintenance Vendor UF maintenance is accessible via any standard DMAS vendor maintenance menu option The user enters Vendor UFM by taking any available vendor maintenance menu option If the command line is available to the user, the UVEND command may also be used.

9. 8 Work with Vendors 4 The initial Work with Vendors screen displays a list of existing vendors 4 User option allows user to go directly to first detail vendor maintenance screen 4 Additional screens available vie Page Up and Page Down keys 4 Additional options allow user, for a given vendor, to go directly to –Vendor NEC (Non-Employee Compensation) maintenance

10. 9 Work with Vendors 4 Two additional alternate views available for the initial Work with Vendors list screen 4 Entry capable line for sub-setting the list to include only desired vendors, available on all alternate views 4 Function keys provided for screen navigation plus additional functions –Refresh –Add new vendor –Change maintenance defaults –Rotate through alternate views

11. 10 The E=Non-Employee Compensation option is used to work with the NEC records for a particular vendor (takes you to Vendor NEC UFM) Vendor NEC UFM Options are used to perform various actions on an existing vendor Function keys are used to navigate to other views and perform functions that do not relate to a specific vendor Work with Vendors The initial Work with Vendor screen is view 1 of a list of existing vendors

12. 11 The status of the vendor record, the vendor’s name, and the vendor’s city, state and zip is displayed Existing vendors are listed in vendor number sequence The list of displayed vendors may be limited by using the selection fields Work with Vendors The initial Work with Vendor screen is a list of existing vendors (view 1) Two additional alternate views of this screen may be viewed by pressing the function key. Return to Vendor Master Summary F11=Alt view F11=Alt view

13. 12 Work with Vendors View 2 – Displays additional basic vendor information Allow back orders or not Update costs at receiving time or not Payment terms offered by vendor Primary contact information

14. 13 Work with Vendors View 3 – Displays additional contact and e-mail information Contact’s phone number Return to Work with Vendors How the P/O is to be sent, plus fax phone number and e-mail address

15. 14 Finding Vendors 4 Entry capable line for sub-setting the list to include only desired vendors, such as –Position the list to start with a particular vendor number –A specific buyer –Vendors whose name and address fields contain a specific character string –All vendor records that have a specific status 4 Multiple selection fields may be used at the same time to further limit the displayed list of qualifying vendors

16. 15 Finding Vendors Position vendor list to start with a particular vendor number List vendors starting with a specific vendor number The search could have been for a specific state, zip code, or status

17. 16 Finding Vendors Displaying vendors that all have the characters “SUPPLIES” anywhere in their vendor names and the city starting with “CHICAGO” Searching for names that “contain” a specific character string To search for only those customers whose name field starts with “SUPPLY”, the user would key “SUPPLY” with NO leading blank When searching for a character string that appears ANYWHERE within the field, leave the first position blank, followed by your character string.

18. 17 Finding Vendors Searching for vendors by street address This selection shows two vendors whose street addresses start with “1492”. The “1492 may be in either the Address Line 1 field or the Address Line 2 field. Vendor # 012893:Vendor # 2250:

19. 18 Finding Vendors Displaying vendors that allow backorders and whose cost flag is set to update item average costs at receiving time This list includes only vendors that allow back orders and are set so that item average costs are updated at receiving time

20. 19 Finding Vendors Displaying all vendors that have F.O.B. of destination (not origin), are not transient vendors, and have a ship via code of 2 This selection is made up of 3 selections; Origin = N, Transient = N, and Ship via = 2

21. 20 Finding Vendors Displays all vendors that have a contact phone number starting with area code 415 and exchange 555 Successful searches of this type depend on phone numbers being entered with a consistent syntax

22. 21 Finding Vendors Displaying all vendors that have a phone number that have a phone number of 555-2001, NOT including the area code This selection is for vendors that have a phone number 555- 2001 but we don’t know the area code

23. 22 Finding Vendors Selecting vendors that have at least one e-mail address This “contains” search finds all e- mail addresses Return to Vendor Master Summary Since all e-mail addresses must contain one “@” symbol, this search will find all e-mail addresses

24. 23 Setting Vendor Defaults 4 Defaults for adding new vendors may be set by using the F8=Set defaults function key on the Work with Vendors list screen 4 When setting defaults, the first vendor maintenance screen is displayed (vendor number field is protected) 4 The user then navigates through the two standard DMAS vendor detail entry screens, keying default data into any field for which defaults are desired 4 When finished, press the F2=Update function key to set the defaults

25. 24 Setting Vendor Defaults The user enters the “set default” mode by using a function key The user presses the F8=Set defaults function key to enter defaults to be used during the process of adding new vendors

26. 25 Setting Vendor Defaults The user keys the default data into the desired vendor data fields The vendor number is protected The user may key default data into whichever fields he (or she) wants to have defaults The user may navigate to the next vendor maintenance screen by pressing the Page Down key All default screens are the same as those for adding a new vendor and are not all shown here Press F2 to save the defaults Return to Vendor Master Summary

27. 26 Adding a New Vendor 4 Vendor “add” mode is started by using the F6=Add vendor function key on the Work with Vendors list screen 4 When adding a new vendor by keying, the first vendor maintenance screen is displayed requesting the vendor number of the vendor to be added 4 The user then navigates through the two standard DMAS vendor detail entry screens, keying the appropriate vendor data on each screen 4 Vendor entry screens contain fields of common data 4 When finished, press the F2=Update function key to add the new vendor

28. 27 Adding a New Vendor The user starts venodr “add” mode by using a function key The user presses the F6=Add vendor function key to enter a new vendor

29. 28 Adding a New Vendor The user identifies the vendor to be added as well as basic vendor information The user defines a unique identifier for the new vendor by entering the vendor number Other vendor information is then entered such as vendor name, address, etc. as well as some A/P related data The user may navigate to the next vendor maintenance screen by pressing the Page Down key

30. 29 Adding a New Vendor The User Defined Fields screen is displayed next (if not “hidden”) This screen may be used to allow maintenance to “user defined” fields within the vendor master and/or extended vendor master files (contact I/O for specific field tailoring) Return to Vendor master Summary The user may return to the previous screen with Page Up This screen may be “hidden” during maintenance (default is “hidden”) by pressing function key F13 Press F2 to add the vendor

31. 30 Maintaining Existing Vendors 4 The user selects which vendor to maintain from the list screen 4 Once maintaining a vendor, the user may navigate through BOTH details screens for the vendor if desired (similar to Item User Friendly Maintenance)

32. 31 Maintaining Existing Vendors Use the desired option for the vendor that is to be maintained Use option 2=Change to begin detail vendor maintenance with the first screen Using other options, a user can go directly to functions for other vendor related information Return to Vendor Master Summary 2=Change 2=Change E=Non-Employee Compensation E=Non-Employee Compensation N=Notes N=Notes

33. 32 Maintaining Existing Vendor The Name Addr, Contact, Purchasing screen is displayed as page 1 The user may make whatever changes are necessary Return to Maintain Existing Vendors F20=Delete F20=Delete F22=Log F22=Log F19=Suspend F19=Suspend F18=Activate F18=Activate The user may navigate to the next vendor maintenance screen by pressing the Page Down key F2=Update F2=Update

34. 33 Maintaining Existing Vendor The Misc Vendor Data & Statistics screen is displayed as page 2 Return to Maintain Existing Vendor The user may make whatever changes are necessary The user may return to the previous screen with Page Up This screen may be “hidden” during maintenance (default is “hidden”) by pressing function key F13 Press F2 to update the vendor

35. 34 Vendor NEC The Ship-To User Friendly Maintenance function is initiated Return to Maintain Existing Vendors For more information about the I/O Customer Ship-To User Friendly Maintenance function, please refer to the Customer Ship-To Maintenance section of this presentation Customer Ship-To Maintenance

36. 35 Maintaining Existing Vendor The DMAS Vendor Notes function is initiated Return to Maintain Existing Vendors View, add, or maintain notes for this specific vendor

37. 36 Copying an Vendor 4 A new vendor may be created by copying an existing vendor 4 A/P data and purchasing statistics are not copied

38. 37 Copying an Vendor The user may create a new vendor by copying an existing vendor The user enters the vendor number for the new vendor Return to Vendor Master Summary The user may then change any specific vendor data necessary The user may use the Page Up and Page Down keys to page through the vendor maintenance screens and change whatever data needs changing for the new vendor When finished, press F2 to add the new vendor

39. 38 F2=Update 4 Use this function key to add a new vendor from any vendor “Add” screen after you have keyed all vendor data 4 Use this function key to update an existing vendor from any vendor “Change” screen after all of your changes have been made Return to Maintain Existing Vendors

40. 39 Activating a Vendor 4 Vendor master records that are presently disabled, suspended, or marked for deletion may be re-activated with this function 4 Once the “Activate” function key has been pressed, press F2=Update to update the master record Return to Maintain Existing Vendor

41. 40 Suspending a Vendor 4 Vendor master records that are presently disabled, active, or marked for deletion may be suspended with this function 4 Once the “Suspend” function key has been pressed, press F2=Update to update the master record Return to Maintain Existing Vendor

42. 41 Deleting a Vendor 4 Vendor master records that are presently disabled, suspended, or active may be marked for deletion with this function 4 Once the “Delete” function key has been pressed, press F2=Update to update the master record Return to Maintain Existing Vendor

43. 42 Maintenance Log 4 Provides an interactive tool for viewing historical changes made to an existing vendor master record 4 Once any one of the vendor detail screens is displayed, press F22=Log 4 The most recent history record will be displayed 4 Use the Page Up key to view older log entries 4 Use the Page Down key to view more recent entries 4 At any time, press the Enter key to view the current record

44. 43 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 To view the current record, on any history record, just press the Enter key (example on the next screen)

45. 44 Maintenance Log Return to Maintain Existing Vendor The current record may be viewed by pressing the Enter key The current record is indentified The history log information area is blank when viewing the current record

46. 45 Vendor NEC Master 4 Quicker / easier, more user friendly access to Vendor NEC (Non-Employee Compensation) Maintenance 4 Initial “work with” screen displays a list of existing NEC records for the specific vendor 4 Record selection (search) options available on vendor NEC list screen 4 Search capability allows user to search for vendor NEC records using 2 different NEC fields for searching, individually or in combination with each other

47. 46 Vendor NEC Master 4 Various options available for browsing and/or working with listed vendor NEC records 4 Option available for creating a new NEC by copying an existing NEC 4 Function keys provided for typical screen navigation including the adding of a new NEC

48. 47 Vendor NEC Master 4 A “work with” option for maintaining a specific vendor NEC maintenance detail screen 4 Option to immediately “remove” an NEC record or mark an NEC record as deleted for later purging

49. 48 Vendor NEC Summary (click button to view detail) Using I/O Vendor NEC User Friendly Maintenance Finding Vendor NEC’s Maintaining Existing NEC’s Accessing Vendor NEC UF Maint Adding a New NEC Special Functions for Existing Vendor NEC’s: Activate Suspend Delete Remove View Maintenance Log Special Functions for Existing Vendor NEC’s: Activate Suspend Delete Remove View Maintenance Log Back to Vendor Master Summary Work with NEC Screen

50. 49 Accessing Vendor NEC UF Maintenance 4 Access to Vendor NEC UF Maintenance is via an option within Vendor UF Maintenance 4 Vendor NEC UF Maintenance is automatically installed when the I/O Vendor UF Maintenance enhancement is installed

51. 50 Return to Vendor NEC Summary Accessing Vendor NEC UF Maintenance Vendor NEC UF Maintenance is only accessible from within Vendor UF Maintenance. The user enters Vendor UFM by taking any available vendor maintenance menu option If the command line is available to the user, the UVEND command may also be used. Once within Vendor UFM, then use the E=Non-Employee Compensation option to enter Vendor NEC maintenance for a specific vendor

52. 51 Work with Vendor NEC’s 4 The user must first select a vendor with whose NEC’s he wishes to work (using the E=Non-Employee Compensation) option 4 The initial Vendor Non-Employee Compensation screen displays a list of existing NEC’s for the selected vendor 4 User option available to allow user to go directly to a specific detail NEC maintenance screen 4 Additional options allow user, for a given vendor, to –Browse an NEC –Change or remove an NEC

53. 52 Work with Vendor NEC’s 4 Entry capable line for sub-setting the list to include only desired NEC’s available for the selected vendor 4 Function keys provided for screen navigation plus additional functions –Refresh –Add new vendor NEC

54. 53 The E=Non-Employee Compensation option is used to work with the NEC records for a particular vendor The E=Non- Employee Compensation option is used to enter Vendor NEC UFM Work with Vendor NEC’s Within Vendor User Friendly Maintenance, a specific vendor is selected for whom NEC’s are to be maintained

55. 54 Return to Vendor NEC Summary Options are used to perform various actions on an existing NEC Function keys are used to perform functions that do not relate to a specific vendor NEC Work with Vendor NEC’s The Work with Vendor NEC screen displays a list of NEC’s for a given vendor

56. 55 Finding Vendor NEC’s 4 Entry capable lines for sub-setting the list to include only desired NEC’s, such as –List only NEC’s for a company regardless of vendor –List all NEC’s regardless of vendor or company –List all NEC’s for a specific vendor regardless of company 4 Multiple selection fields may be used at the same time to further limit the displayed list of qualifying NEC’s

57. 56 Finding Vendor NEC’s Displaying all NEC’s for a specific vendor regardless of the company number This selection shows all NEC’s for vendor 2240, regardless of the company number To view all NEC’s regardless of company for a specific vendor, blank out the company number

58. 57 Finding Vendor NEC’s Finding all NEC’s for company “01” regardless of vendor The selection is for all NEC’s for company “01” This selection ignores vendor number

59. 58 Finding Vendor NEC’s Displaying all NEC’s regardless of vendor or company In this case, both vendor and company numbers are blanked out Return to Vendor NEC Summary

60. 59 Adding a New Vendor NEC 4 Vendor NEC “add” mode is started by using the F6=Add record function key on the Vendor Non- Employee Compensation list screen 4 When adding a new vendor NEC by keying, the NEC maintenance screen is displayed, requesting the company for which the NEC is to be added 4 When finished, press the F2=Update function key to add the new vendor NEC record

61. 60 Adding a New Vendor NEC The user starts vendor NEC “add” mode by using a function key The user presses the F6=Add record function key to enter a new vendor NEC

62. 61 Adding a New Vendor NEC The user identifies the NEC to be added as well as basic NEC information The user enters the vendor’s tax ID Other NEC information is then entered such as 1099 print flag The company number must be entered for the new NEC

63. 62 Adding a New Vendor NEC The user identifies the NEC to be added as well as basic NEC information Return to Vendor NEC Summary Press F2 to add the vendor NEC The user enters the vendor’s tax ID Other NEC information is then entered such as 1099 print flag The company number must be entered for the new NEC

64. 63 Maintaining Existing NEC’s 4 The user selects which existing vendor NEC to maintain 4 Once maintaining an NEC record, the user can change the record status

65. 64 Maintaining Existing NEC’s Use the desired option for the NEC that is to be maintained Use an option to designate the maintenance function to be performed Return to Vendor NEC Summary 2=Change 2=Change R=Remove R=Remove

66. 65 Maintaining Existing NEC The Vendor Non-Employee Compensation Detail screen is displayed The user may make whatever changes are necessary Return to Maintain Existing NEC’s Press F2 to update the ship-to F20=Delete F20=Delete F22=Log F22=Log F2=Update F2=Update F19=Suspend F19=Suspend F18=Activate F18=Activate

67. 66 F2=Update 4 Use this function key to add a new vendor NEC from any NEC “Add” screen after you have keyed all NEC data 4 Use this function key to update an existing vendor NEC from any NEC “Change” screen after all of your changes have been made Return to Maintain Existing NEC

68. 67 Press F2 to add the vendor NEC Activating an NEC To activate a disabled, suspended or NEC marked for deletion, change the record status Return to Maintain Existing NEC To activate an NEC, change the record status to “A”

69. 68 Suspending an NEC To suspend a disabled, suspended or NEC marked for deletion, change the record status Return to Maintain Existing NEC Press F2 to add the vendor NEC To suspend an NEC, change the record status to “S”

70. 69 Remove an NEC 4 Vendor NEC master records that are presently disabled, suspended, or active may be physically and immediately removed with this function 4 Once the “Remove” function key has been pressed, and the user confirms the removal, the NEC record is physically erased and CAN NOT be recovered Return to Maintain Existing NEC’s

71. 70 Deleting an NEC To mark a disabled, suspended, or active NEC for deletion, change the record status Return to Maintain Existing NEC Press F2 to add the vendor NEC To mark an NEC for deletion, change the record status to “D”

72. 71 Maintenance Log 4 Provides an interactive tool for viewing historical changes made to an existing vendor NEC master record 4 Once the NEC detail screen is displayed, press F22=Log 4 The most recent history record will be displayed 4 Use the Page Up key to view older log entries 4 Use the Page Down key to view more recent entries 4 At any time, press the Enter key to view the current record

73. 72 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 To view the current record, on any history record, just press the Enter key (example on the next screen)

74. 73 Maintenance Log Return to Maintain Existing NEC The current record may be viewed by pressing the Enter key The current record is indentified The history log information area is blank when viewing the current record

75. 74 End of Presentation For more information about the User Friendly File Maintenance Vendor Enhancement for iSeries 400 DMAS, call I/O International, Inc. at (914) 232-2233 Thank you for your interest Suite 2002 Pinewood Business Center Somers, New York 10589 Return to User Friendly Summary Exit

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