User Friendly Item Maintenance A Family of Enhancements For iSeries 400 DMAS from  Copyright I/O International, 2006, 2007, 2008, 2010 Skip Intro Exit

2 Item Master 4 Quicker / easier, more user friendly access to Item Maintenance 4 Initial “work with” screen displays a list of existing items 4 Five alternate views provide the ability to review common item data without leaving the list screen 4 Record selection (search) options available on item list screen and alternate views 4 Search capability allows user to search for items using up to 45 different item fields for searching, individually or in combination with each other

3 Item Master 4 Various options available for browsing and/or working with listed items 4 Option available for creating a new item by copying an existing item, with options to copy or not copy item related records for secondary item files 4 Function keys provided for typical screen navigation including the adding of a new item

4 Item Master 4 A “work with” option for maintaining each separate item maintenance detail screen 4 Options on list screen that take the user directly to item related maintenance functions for secondary item related files 4 Function key to display a screen that contains a list of all new “subset list” options

5 Item Master Summary Using I/O Item User Friendly Maintenance Finding Items Maintaining Existing Items Suspending an Item Accessing Item UF Maintenance Adding a New Item Copying an Item Deleting an Item Back to Title Page Work with Items Screen Using the Subset List Function Exit

6 Accessing Item UF Maintenance 4 Access to Item UF Maintenance is via the same standard menu options 4 Available wherever DMAS item maintenance has been available

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

8 Work with Items 4 The initial Work with Items screen displays a list of existing items 4 User options available to allow user to go directly to any detail item maintenance screen 4 Additional options allow user, for a given item, to go directly to –Item inquiry –Item Relationship maintenance –Work with Bins maintenance –I/O Item Cross Reference maintenance –I/O Item Features & Options maintenance –I/O Manufactured Items maintenance

9 Work with Items 4 Four additional alternate views available for the initial Work with Items list screen 4 Entry capable line for sub-setting the list to include only desired items, available on all alternate views 4 Function keys provided for screen navigation plus additional functions –Refresh –Add new item –Initiate original DMAS item search function –Change standard DMAS session maintenance defaults –Rotate through alternate views –Display subset list options screen –Go to standard DMAS Menu options screen

10 The status of the item record, the item’s description, and the item type is displayed Existing items are listed in item number sequence The list of displayed items may be limited by using the selection fields Work with Items The initial Work with Items screen is a list of all existing items (view 1) Four additional alternate views of this screen may be viewed by pressing the function key. Return to Item Master Summary F11=Alt view F11=Alt view

11 Work with Items View 2 – Displays additional basic item and vendor and/or manufacturer information General item class, sub-class and fine line data is displayed All 10 user item codes are displayed and may be individually selected for search The primary vendor number and manufacturer is displayed and may be used for selection The back order code for each listed item is displayed

12 Work with Items View 3 – Displays general item pricing information The list price, list price U/M, price multiplier, and price divisor are displayed, if any The catch weight code and average weight are displayed Container charge, broken case surcharge and Fed Excise Tax are displayed, if any The tax code for each listed item is displayed

13 Work with Items View 4 – Displays fields describing the item’s physical characteristics The thickness, width length cubes, size, color and style fields are displayed A code is displayed identifying if this item is subject to any warranty information The MSDS code is displayed as well as the G/L Distribution code for each item

14 Work with Items View 5 – Displays 3 of the possible 11 synonym fields The specific synonym fields that display are determined by the user. Return to Work with Items The user determines the column headings that display for each synonym field Selecting which fields display Changing a column heading

15 Selecting Synonym Fields 4 To select which synonym fields display on alternate view 5 –Place the cursor into the input capable synonym number field or the synonym selection field in the column for which you want to select a different synonym –Then press function key F4 –The Item F/M Synonym Field Desc window (W930) will then display

16 Selecting Synonym Fields Select a listed synonym field or Page Down for additional selections Select the desired synonym field by using option 1 on the line of the synonym field that you wan to display on the list screen Then press the Enter key Return to Alternate View 5

17 Changing Synonym Heading 4 To change the heading for synonym fields that display on alternate view 5 –Place the cursor into any input capable synonym number field or any synonym selection field –Then press function key F4 –The Item F/M Synonym Field Desc window (W930) will then display

18 Changing Synonym Headings Select the synonym field number for which you want to change the column heading Select the desired synonym field by using option 2 on the line of the synonym field that you want to change Then press the Enter key

19 Changing Synonym Headings Change the text for the field prompt “Desc” The text following the field prompt of “Desc” is the text that appears as the column heading Return to Alternate View 5 Key the text that you want to appear as the column heading for this synonym field Then press the Enter key

20 Finding Items 4 Entry capable line for sub-setting the list to include only desired items, such as –Item numbers starting with specific characters –A specific item type –Items whose description fields contain a specific character string –All item 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 items 4 A function key to utilize standard DMAS item search

21 Finding Items Displaying all items of a specific item type This selection shows a group of items that are all kit parent items

22 Finding Items Displaying items that all have at least one substitution item For this field, the user may use either “Y” or “S” to find all items that have at least on item substitution

23 Finding Items Displaying items that all have the characters “CABLE” anywhere in their item descriptions Searching for descriptions that “contain” a specific character string To search for only those items whose description field starts with “CABLE”, the user would key “CABLE*” (adding an asterisk to the end of the search string)

24 Finding Items Displaying all items that have a quantity multiplier (QMULT) of 24 The search could have been for a specific stocking unit of measure or a specific alternate unit of measure

25 Finding Items Displaying all items that have an “N” as the value in each item’s second user item field The selection could have been for a combination of more than one user item code

26 Finding Items Displaying all items that are catch weight items The selection character could have been either “W” or “Y”

27 Finding Items Displaying all items that have the color “RED” in their color field The selection could have been for more than one field

28 Finding Items Displaying all items that have the characters “GIF” anywhere within their synonym 11 field The ability to search synonym fields may be of significant help to I/O e-DMAS Web Order Entry users

29 Finding Items Selecting items using multiple selection fields Using multiple selection fields can greatly reduce the number of items displayed Return to Item Master Summary This selection displays only those items that are in item class 10 AND item sub-class 01 AND fine line group 0001 AND the first user item code is equal to “A” AND have primary vendors of 2240

30 Subset List (item) 4 The subset list function provides –Similar selection abilities as the Work with Items selection line –The ability to select items using the same fields as available on the 5 alternate views but all listed on two screens –Provides the ability to also use Range Selection for certain fields –Designates which fields are subject to “equals to”, “contains”, and/or “begins with” selection

31 Subset List (item) Page 1 of the Subset Item Records screen An asterisk (*) indicates that a selection may be either a “contains” or “begins with” selection Fields with “range” selection capabilities are listed with a second input capable field A “begins with” selection is a selection character string keyed and followed immediately by an asterisk (*), i.e.”CABLE*”

32 Subset List (item) Page 2 of the Subset Items Records screen A field with range selection with the second input capable field left blank is the same as a single “equals” selection Specific synonym fields may be selected by using function key F4 or by keying the synonym field number When all selections are made (on both pages if necessary) the selection is made by pressing the Enter key Return to Item Master Summary

33 Adding a New Item 4 When adding a new item by keying, a window is displayed requesting the item number of the item to be added 4 The user then navigates through the five standard DMAS item detail entry screens, keying the appropriate item data on each screen 4 Most DMAS item detail screens have not changed by this enhancement

34 Adding a New Item The user identifies the item to be added The user enters the item number of the item to be added

35 Adding a New Item The Basic Data screen is displayed first The user keys item information for the new item in the same way as standard DMAS item maintenance Vendor item information for this item is keyed at the bottom of the screen

36 Adding a New Item The Item Balance screen is displayed next if maintenance defaults are set to display this screen The warehouse records are updated as necessary for this item

37 Adding a New Item The Additional Fields screen is displayed next if maintenance defaults are set to display this screen The item type, inventory and pricing fields are updated if necessary

38 Adding a New Item The Yes/No & Warranty screen is displayed next if maintenance defaults are set to display this screen Various Yes/No fields and Warranty information is entered if necessary

39 Adding a New Item The Additional Search screen is displayed next if maintenance defaults are set to display this screen Additional search information and user item code data is entered if necessary Return to Item master Summary

40 Maintaining Existing Items 4 The user selects which item AND which of the detail screens for that item to maintain 4 Once maintaining an item, the user may navigate through ALL details screens for the item if desired (as with the previous DMAS item maintenance)

41 Maintaining Existing Items Use the desired option for the item that is to be maintained Use an option to designate which detail item maintenance screen to start at Using an option from the second row, a user can go directly to maintenance functions for other item related master files Return to Item Master Summary Some options are available only if certain I/O Enhancements are installed 2=Change 2=Change 6=Item bal 6=Item bal 7=Addl flds 7=Addl flds 8=Y/N 8=Y/N 9=Addl search 9=Addl search R=Item relationship R=Item relationship B=Work bins B=Work bins X=Item Xref X=Item Xref F=Feat & Opt F=Feat & Opt M=Mfrd item M=Mfrd item

42 Maintaining Existing Items The Basic Data screen has not changed from standard DMAS item maintenance The user may make whatever changes are necessary Return to Maintain Existing Items

43 Maintaining Existing Items The Item Balance screen is the same except for a new option A new option has been entered that allows the user to go directly to the Work with Bins maintenance function for a given warehosue The user may make whatever changes are necessary Return to Maintain Existing Items

44 Maintaining Existing Items The Additional Fields screen has not changed from standard DMAS item maintenance The user may make whatever changes are necessary Return to Maintain Existing Items

45 Maintaining Existing Items The Yes/No & Warranty screen has not changed from standard DMAS item maintenance The user may make whatever changes are necessary Return to Maintain Existing Items

46 Maintaining Existing Items The Additional Search screen has not changed from standard DMAS item maintenance Return to Maintain Existing Items The user may make whatever changes are necessary

47 Maintaining Existing Items The Item Relationship Maintenance function is initiated Return to Maintain Existing Items If an option of “R” was used for item 1015, the Work with Item Relationship maintenance screen is displayed with item 1015 positioned at the top of the list The above “Work with” screen is displayed if the I/O Item Relationship User Friendly Maintenance enhancement is installed. Otherwise, standard DMAS item relationship maintenance screens will be displayed. The remainder of item relationship maintenance is not shown at this time

48 Maintaining Existing Items The Work with Bin Locations Maintenance function is initiated Return to Maintain Existing Items If an option of “B” was used for item 1019, the Work with Bin Locations maintenance screen is displayed with item 1019 entered as a selection The remainder of work with bin location maintenance is not shown at this time

49 Maintaining Existing Items The Work with Item Cross Reference Maintenance function is initiated Return to Maintain Existing Items If an option of “X” was used for item 1019, the Work with Item Cross Reference maintenance screen is displayed with item 1019 positioned at the top of the list The above “Work with Item Cross Reference” screen is displayed only if the proper I/O Enhancement is installed The remainder of the work with item cross reference maintenance is not shown at this time

50 Maintaining Existing Items The Item Features & Options Maintenance function is initiated Return to Maintain Existing Items If an option of “F” was used for item 1022, the Work with Item Feature maintenance screen is displayed with item 1022 positioned at the top of the list The above “Item Feature Maintenance” screen is displayed only if the proper I/O Item Features & Options enhancement is installed The remainder of item feature maintenance is not shown at this time

51 Maintaining Existing Items The Work with Manufactured Items Maintenance function is initiated Return to Maintain Existing Items If an option of “M” was used for item 1019, the Work with Manufactured Item maintenance screen is displayed with item 1019 positioned at the top of the list The above “Work with Manufactured items” screen is displayed only if the proper I/O Enhancement is installed The remainder of work with manufactured item maintenance is not shown at this time

52 Copying an Item 4 A new item may be created by copying an existing item 4 Inventory quantities and sales statistics are not copied 4 The user may optionally also copy –The Item Balance records –Item Relationship records –I/O Feature & Options records –Vendor / Item records

53 Copying an Item The user may create a new item by copying an existing item The user enters the item number of the new item Return to Item Master Summary The user may optionally copy records from one or more of the listed secondary item files

54 Suspending an Item 4 Item master records continue to be suspended as they were with standard DMAS item maintenance 4 Disabling and reactivating an item also continues to be done as it has in the past Return to Item Master Summary

55 Deleting an Item 4 Item master records continue to be markeed for deletion as they were with standard DMAS item maintenance Return to Item Master Summary

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

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