 Copyright I/O International, 2013 Visit us at: A Feature Within from Sales Rep User Friendly Maintenance – with Zip Code Option  Copyright I/O International, 2013 Skip Intro

Sales Rep UFM The User Friendly Maintenance facility for maintaining the DMAS Sales Rep file (included only in I/O DMASPlus! ) Built on the new “work with” architecture Initial screen displays a list of existing Sales Reps (if any) Search/selection functions to Find a specific Sales Rep Find a Sales Rep by searching for the sales rep name (or partial name) Includes additional Zip Code feature (optional) 2

Sales Rep UFM Sales Rep UFM... Options available to Change an existing sales rep Suspend an existing sales rep Delete an existing sales rep Browse an existing sales rep Function keys available to Enter/add a new sales rep 3

Sales Rep UFM Zip Code Sales Rep Feature An optional feature Determines sales rep to use for an order based on zip code of ship-to destination If zip code sales rep is defined, overrides sales rep in customer master Otherwise, uses normal sales rep from customer master Zip code sales reps may be defined as Individual zip codes with sales rep for each Range of zip codes with a single sales rep 4

Sales Rep UFM Zip Code Sales Rep... Options available to Change an existing zip code sales rep Copy an existing zip code sales rep Delete an existing zip code sales rep Insert a new zip code sales rep record that splits an existing zip code range, creating two or three zip code ranges instead Function keys available to Enter/add a new zip code sales rep 5

Return to Title Page 6 Sales Rep UFM Summary (click button to view detail) Sales Rep & Tax Body Zip Code Option for DMAS Work with Sales Rep Work with Zip Code Sales Rep Change a Sales Rep Change a Zip Code Sales Rep Browse a Sales Rep Copy a Zip Code Sales Rep Add a New Sales Rep Insert a Zip Code Sales Rep Add a New Zip Code Sales Rep EXIT Remove a Zip Code Sales Rep Delete a Sales Rep Online Maintenance Log

Sales Rep UFM Maintains the standard DMAS sales rep file The initial Work with Sales Rep screen displays a list of existing sales reps “Change” option available to allow user to change a specific sales rep record Options available to o Delete an existing sales rep record o Browse an existing sales rep record Entry capable line for sub-setting the list o To start with a specified sales rep o To include only those sales reps whose name contains the text keyed by the user Function key available for adding a new sales rep 7

Work with Sales Rep The initial Work with Sales Rep screen Options for working with a specific sales rep Function key for adding new sales rep records Input capable selection fields with which the user can position the list to start with a particular sales rep or search for a sales rep name, city, state, or zip code Continue 8 Return to Sales Rep UFM Summary

Work with Sales Rep The initial Work with Sales Rep screen The content of the Sales Rep file contains new, additional information Complete address fields, home and work phone numbers, and address have also been added (Browse a record to see all sales rep fields) A longer sales rep name field has been added in addition to the previous shorter sales rep name 9 Return to Sales Rep UFM Summary Continue

Work with Sales Rep Searching for a sales rep The user may choose to position the list of sales reps to start with a specific sales rep by entering the desired sales rep number The list will then start with sales rep “10” or if it does not exist, the next higher sales rep number (see next panel) 10 Return to Sales Rep UFM Summary Continue

Work with Sales Rep Starting with sales rep number “10” The list of sales reps now starts with sales rep “10” To search for specific data within the sales rep name field, start by blanking out the previous “10”, then in the “Name” field, key data to search for, such as “MA” 11 The list will then include ONLY those sales rep records that contain the character string of “MA” anywhere within their name field (see next panel) Return to Sales Rep UFM Summary Continue

Work with Sales Rep Searching for sales rep name containing “MA” The list of sales reps displayed is now limited to those that contain the character string of “MA” anywhere within the name field 12 Return to Sales Rep UFM Summary

Change a Sales Rep Provides the ability for a user to make changes to the contents of a sales rep record This function may be used to suspend an active sales rep This function may be used to activate a currently suspended sales rep This function may be used to activate a sales rep that is currently marked for deletion 13

Change a Sales Rep Use the 2=Change option on the Work with Sales Rep screen Key the 2=Change option adjacent to the sales rep to be changed Function key for adding new sales rep records Input capable selection fields with which the user can position the list to start with a particular sales rep or search for a sales rep name, city, state, or zip code Continue 14 Return to Sales Rep UFM Summary

Change a Sales Rep The Sales Rep Detail screen is then displayed in Change mode Any input capable field may then be changed To suspend a sales rep, change the Status to an “S” To delete a sales rep, press the F20=Delete function key 15 Return to Sales Rep UFM Summary

Browse a Sales Rep Provides the ability for a user to browse the contents of a sales rep record without the chance of erroneously making changes 16

Browse a Sales Rep Use the 5=Browse option on the Work with Sales Rep screen Key the 5=Browse option adjacent to the sales rep to be viewed Continue 17 Return to Sales Rep UFM Summary

Browse a Sales Rep The Sales Rep Detail screen is then displayed in Browse mode All fields for the selected sales rep record may then be viewed 18 Return to Sales Rep UFM Summary

Add a New Sales Rep Provides the ability for a user to add new sales rep records to the sales rep file 19

Add a New Sales Rep Use F6=Add record to add a new sales rep record Function key F6=Add record for adding a new sales rep record Continue 20 Return to Sales Rep UFM Summary

Press the Enter key, verify your entry, then press the Enter key again to add the new sales rep record to the file Add a New Sales Rep The Sales Rep Detail screen is displayed in Add mode Enter a unique sales rep identifier At minimum, a short AND long sales rep name must be entered All other sales rep fields are optional and not presently used by DMAS 21 Return to Sales Rep UFM Summary

Delete a Sales Rep Provides the ability for a user to delete an existing sales rep If current sales information exists for the sales rep being deleted, the delete will be rejected with an appropriate message A sales rep may only be marked for deletion if no current sales information exists for that sales rep A sales rep marked for deletion will be purged from the DMAS sales rep file the next time that DMAS master file reorganization (UREORG) is run and the sales rep file is selected for reorganization 22

Delete a Sales Rep Use option 4=Delete to mark a sales rep record to be deleted Use option 4=Delete to mark a specific sales rep record for deletion and later purging Continue 23 Return to Sales Rep UFM Summary

Delete a Sales Rep Confirm the deletion of a sales rep record The sales rep record about to be deleted will be displayed in Delete mode Confirm the “delete” by pressing the Enter key one more time 24 Return to Sales Rep UFM Summary Continue

Delete a Sales Rep Deleted sales reps are displayed in RED The deleted sales rep record is displayed in RED 25 Return to Sales Rep UFM Summary

Sales Rep Maintenance Log Provides the ability for a user to review file maintenance activities for any particular sales rep For each sales rep, the log maintains a history log of the contents of that sales rep prior to the last change A new sales rep that has had no maintenance changes will show an empty log The maintenance log is available from either the “Change” mode or the “Browse” mode 26

Sales Rep Maintenance Log The log function is available within either Change or Browse mode To view the maintenance log for sales rep 4, we can use the 5=Browse option Continue 27 Return to Sales Rep UFM Summary

Sales Rep Maintenance Log Function key F22=Log displays the maintenance log Using function key F22=Log will display the maintenance log for the displayed sales rep 28 Return to Sales Rep UFM Summary Continue

Sales Rep Maintenance Log The maintenance log is displayed in a window The current record is displayed at the top of the screen 29 Return to Sales Rep UFM Summary The maintenance log shows previous versions of the displayed sales rep, starting with the most recent history record and going back in time Each log shows the action that was made by the user, the date and time stamp of when the change was made, and the user id of the user that made the change Each previous version of the sales rep record is displayed, 4 lines per sales rep (use Page keys if necessary) In this case, address lines 1 and 2 were changed at 1:08 PM on 09/20/2013

Zip Code Sales Rep UFM Maintains the new Zip Code to Sales Rep file Installed with a pre-loaded zip code to sales rep file containing one zip code range record per state User may then sub-divide selected range records o Into shorter zip code range records o Into one record per zip code o Or a combination of the above At order entry time, if a sales rep zip code record is found (including a valid sales rep reference) for the zip code in the sales order ship-to address, the referred to sales rep will be used for the order instead of the sales rep from the customer master 30

Work with Zip Code to Sales Rep Working with zip code to sales rep range records 31 Options for working with a specific sales rep range Function key for adding new sales rep records Input capable selection fields with which the user can search for a specific zip code, zip code description, state code, and/or sales rep identifier The only zip code range records referring to a valid sales rep – all others are ignored and sales rep determination defaults back to the customer master Continue Return to Sales Rep UFM Summary

Work with Zip Code to Sales Rep Working with zip code to sales rep range records One zip code range record is provided for each state 32 The user can provide as many additional zip code range records as are needed for any states desired Any zip code range record that DOES NOT contain a sales rep reference is ignored by order entry Continue Return to Sales Rep UFM Summary

Work with Zip Code to Sales Rep Searching for a zip code To find a zip code record that includes a particular zip code, key the entire desired zip code The list of zip code range records will then be redisplayed 1. If a zip code range record starts with the zip code that was keyed, it will be displayed at the top of the list 2. If the keyed zip code is contained within a zip code range, press the Page Up key to view the zip code range containing the keyed zip code (at the bottom of the list) See next panel 33 Return to Sales Rep UFM Summary Continue

Work with Zip Code to Sales Rep Target zip code contained in to range record The result of the search went past the desired zip code of 51000, so pressing Page Up displays the range record containing the desired zip code 34 Return to Sales Rep UFM Summary Continue

Work with Zip Code to Sales Rep Searching for all zip codes containing a common sales rep Use the “SlsRep” selection field to find all zip code sales rep records that contain a common sales rep (the entire sales rep must be keyed) 35 Return to Sales Rep UFM Summary The list of zip code range records will then be redisplayed (see next panel) Continue

Work with Zip Code to Sales Rep Zip code records that meet the criteria are displayed In this case, two zip code sales rep records meet the search criteria 36 Return to Sales Rep UFM Summary

Change a Zip Code Sales Rep Use this option to change the contents of an existing zip code sales rep record 37

Change a Zip Code Sales Rep Use the 2=Change option to change a zip code sales rep Key the 2=Change option adjacent to the zip code sales rep to be changed 38 Return to Sales Rep UFM Summary Continue

Change a Zip Code Sales Rep The Work with Zip Code Sales Rep is then displayed in Change mode Any input capable field may then be changed To delete a zip code sales rep, press the F20=Remove function key 39 Return to Sales Rep UFM Summary

Copy a Zip Code Sales Rep Use this option to break a zip code sales rep range into smaller zip code range segments This in generally a multi-step process o Use the 2=Change option to change the zip code range that is to be broken up, down to the first of the new range segments – i.e. change RI to 02999, to RI to (this frees up zip codes through 02999) o Then use the 3=Copy option to copy RI to 02849, changing the zip codes in the record being created to RI to o Making sure that there are no gaps between the zip code ranges o See the following example NOTE: If breaking an existing zip code range into pieces, it may be easier using the I=Insert option 40

Copy a Zip Code Sales Rep First, use the 2=Change option to open up some zip codes Use option 2=Change to release zip codes for the zip code record (or records) to be created 41 Return to Sales Rep UFM Summary Continue

Copy a Zip Code Sales Rep First, use the 2=Change option to open up some zip codes In this example, we want to add a new zip code record for RI zip codes thru 02999, so we “free up” these zip codes by changing the existing RI record to end with zip code Return to Sales Rep UFM Summary Continue A sales rep may also be assigned at the same time by either keying the sales rep, or by using the F4=Lookup function

Copy a Zip Code Sales Rep Then, use the 3=Copy option to copy the existing zip code record We now create a new RI zip code record by copying the existing RI ship to record that now has a shorter zip code range 43 Return to Sales Rep UFM Summary Continue

Copy a Zip Code Sales Rep The new zip code record is displayed in Add mode Since the new record was created by copying the existing RI record, we can now change the zip code range to the new range that we are creating by keying as the first of the range, and as the highest of the range 44 Return to Sales Rep UFM Summary Continue The tax body may also be changed at the same time for the new tax body record by either keying the tax body, or by using the F4=Lookup function

Copy a Zip Code Sales Rep There are now two zip code records for Rhode Island The new record is inserted so that all records are in ascending zip code sequence 45 Return to Sales Rep UFM Summary Each zip code range now has its own sales rep assigned to it

Insert a Zip Code Sales Rep Use this option to automatically split a zip code tax body range into a lower zip code range and/or a higher zip code range, allowing the user to define the new range to be inserted The zip code ranges for the lower zip codes and the higher zip codes will automatically be adjusted, depending on the new range being inserted 46

Insert a Zip Code Sales Rep Use the I=Insert option to define the range to be split Use option I=Insert to define which zip code range is to be split with the new zip code range to be inserted between them if the new range does not include either the beginning zip code or ending zip code of the existing zip code range 47 Return to Sales Rep UFM Summary Continue

Insert a Zip Code Sales Rep Enter the zip code range for the new zip code record The existing zip code range to be split is identified 48 Return to Sales Rep UFM Summary Continue The user enters the zip codes of the new zip code range to be inserted A sales rep may also be assigned at the same time by either keying the sales rep, or by using the F4=Lookup function

Insert a Zip Code Sales Rep The previous zip code range is split and the new range entered The existing zip code range now has a short zip code range 49 Return to Sales Rep UFM Summary The new zip code range includes the previous high end of the range A sales rep was also entered for the new zip code range

Add a New Zip Code Sales Rep Provides the ability for a user to add new zip code sales rep records to the zip code to sales rep file NOTE: Please note that when adding a new zip code sales rep record, the zip code range in the record being added MAY NOT OVERLAP and existing zip code range 50

Add a New Zip Code Sales Rep Use F6=Add record to add a new zip code sales rep record Function key F6=Add record for adding a new zip code sales rep record Continue 51 Return to Sales Rep UFM Summary

Press the Enter key, verify your entry, then press the Enter key again to add the new zip code sales rep record to the file Add a New Zip Code Sales Rep The Work with Zip Code to Sales Rep screen is displayed in Add mode Enter a zip code range that does not overlap an existing zip code range At minimum, a state and zip description must be entered – A sales rep is only necessary if this range is expected to be used for sales rep assignment The general sales rep information is only displayed if a sales rep is assigned 52 Return to Sales Rep UFM Summary

Remove a Zip Code Sales Rep Provides the ability for a user to immediately remove an existing zip code sales rep NOTE: This is an “immediate remove” of the zip code sales rep record from the file and may not be “re- activated” once it is removed 53

Remove a Zip Code Sales Rep Use option 4=Remove to immediately remove a zip code sales rep Use option 4=Remove to immediately remove a zip code sales rep record from the file Continue 54 Return to Sales Rep UFM Summary

Remove a Zip Code Sales Rep Confirm the removal of a zip code sales rep record The zip code sales rep record about to be removed will be displayed in Delete mode Confirm the “removal” by pressing the Enter key one more time 55 Return to Sales Rep UFM Summary Continue A “removal” is an IMMEDIATE removal of the record from the file and cannot be re-activated

Remove a Zip Code Sales Rep Removed zip code sales reps are displayed in RED The removed zip code sales rep record is displayed in RED 56 Return to Sales Rep UFM Summary The removed record will be removed from the zip code sales rep list when the F5=Refresh key is pressed or when the user exits the maintenance function

57 End of Presentation For more information about the Sales Rep 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 Sales Rep UFM Summary EXIT