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

2 Customer Master 4 Quicker / easier, more user friendly access to Customer Maintenance 4 Initial “work with” screen displays a list of existing customers 4 Five alternate views provide the ability to review common customer data without leaving the list screen 4 Record selection (search) options available on customer list screen and alternate views 4 Search capability allows user to search for customers using up to 39 different customer fields for searching, individually or in combination with each other

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

4 Customer Master 4 Option on list screen that takes the user directly to Customer Ship-to User Friendly Maintenance 4 Function key to display a screen that contains a list of all new “subset list” options 4 Option available to interactively review historical changes to a given customer master

5 Customer Master Summary Using I/O Customer User Friendly Maintenance Finding Customers Maintaining Existing Customers Accessing Customer UF Maint Adding a New Customer Special Functions for Existing Customers: Pricing Precision Activate Suspend Delete View Maintenance Log Special Functions for Existing Customers: Pricing Precision Activate Suspend Delete View Maintenance Log Back to Title Page Work with Customers Screen Using the Subset List Function Setting Customer Defaults Copying a Customer Exit

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

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

8 Work with Customers 4 The initial Work with Customers screen displays a list of existing customers 4 User options available to allow user to go directly to any detail customer maintenance screen 4 Additional options allow user, for a given customer, to go directly to –Customer inquiry –Customer Ship-To maintenance

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

10 The S=Ship to option is used to work with the ship-to records for a particular customer (takes you to Customer Ship-To UFM) Options are used to perform various actions on an existing customer Function keys are used to navigate to other views and perform functions that do not relate to a specific customer Work with Customers The initial Work with Customer screen is view 1 of a list of existing customers

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

12 Work with Customers View 2 – Displays additional basic customer and A/R related information Open item or Balance forward code Late charge code and late charge percentage Send statement code and monthly / weekly statement code Credit checking, credit rating, and credit limit information

13 Work with Customers View 3 – Displays order entry pricing and invoicing information Discount/Markup code, price book name, and pricing column Contract name and trade discount code Payment terms code followed by the FET tax code Sales tax code followed by the sales tax body Invoicing code (print, EDI, Fax e- mail) and substitution code

14 Work with Customers View 4 – Displays sales rep and general telephone number and address Salesrep assigned to each customer General telephone number General addressSelection fields however, search ALL phone numbers and ALL e- mail addresses

15 Work with Customers View 5 – Displays additional fields used primarily by I/O enhancements to DMAS The industry segment code Return to Work with Customers Additional customer fields used by shipping software and/or I/O enhancements for DMAS

16 Finding Customers 4 Entry capable line for sub-setting the list to include only desired customers, such as –Position the list to start with a particular customer number –A specific A/R account type –Customers whose name and address fields contain a specific character string –All customer 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 customers

17 Finding Customers Position customer list to start with a particular customer number The search could have been for a specific state, zip code, or status

18 Finding Customers Finding all customers within a specific city The selection could have been for a combination of the listed selection fields

19 Finding Customers Displaying customers that all have the characters “INDUSTRIAL SUPPLY” anywhere in their customer names Searching for names that “contain” a specific character string To search for only those customers whose name field starts with “INDUSTRIAL SUPPLY”, the user would key “INDUSTRIAL 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.

20 Finding Customers Searching for customers based on street address This selection shows two customers whose street addresses start with “698”. The “698 may be in either the Address Line 1 field or the Address Line 2 field. Cust # 59:Cust # 109:

21 Finding Customers Displaying all customers that have a specific status This selection shows a group of customers that has been marked for deletion.

22 Finding Customers Displaying customers that are monthly customers and have a specific credit check code This list includes only customers that are monthly customers and have a credit check code of “hold” if they are over their credit limit.

23 Finding Customers Displaying all customers that have Terms 11 and subject to sales tax with a tax body of This selection is made up of 3 selections; Terms = 11, Sales tax code = 0, and Tax body =

24 Finding Customers Displaying all customers that have a Salesrep of 12 and a phone number that starts with an area code / exchange of 803/555 This selection is for customers assigned to salesrep 12 and have at least one phone number that starts with area code of 803/

25 Finding Customers Displays all customers that have at least one phone number that contains the character string Successful searches of this type depend on phone numbers being entered with a consistent syntax

26 Finding Customers Selecting customers that have at least one address This “contains” search finds all e- mail addresses Return to Customer Master Summary Since all addresses must contain one symbol, this search will find all addresses

27 Subset List (customer) 4 The subset list function provides –Similar selection abilities as the Work with Customers selection line –The ability to select customers using the same fields as available on the 5 alternate views but all listed on two screens –Designates which fields are subject to “equals to”, “contains”, and/or “begins with” selection

28 Subset List (customer) Page 1 of the Subset Customer Records screen An asterisk (*) indicates that a selection may be either a “contains” or “begins with” selection An equal sign (=) indicates that the field is an “equals” selection field For an asterisk (*) field, the entry is a “begins with” if the keyed entry begins in the first position. The entry is a “contains” if the first position is left blank, followed by the keyed entry.

29 Subset List (customer) Page 2 of the Subset Customers Records screen For code fields, the valid entries are listed Use the Page Up and Page Down keys to move between the two screens When all selections are made (on both pages if necessary) the selection is made by pressing the Enter key Return to Customer Master Summary

30 Setting Customer Defaults 4 Defaults for adding new customers may be set by using the F8=Set defaults function key on the Work with Customers list screen 4 When setting defaults, the first customer maintenance screen is displayed (company, customer number, and branch fields are protected) 4 The user then navigates through the six standard DMAS customer 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

31 Setting Customer 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 customers

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

33 Adding a New Customer 4 Customer “add” mode is started by using the F6=Add customer function key on the Work with Customers list screen 4 When adding a new customer by keying, the first customer maintenance screen is displayed requesting the company, customer number and branch of the customer to be added 4 The user then navigates through the six standard DMAS customer detail entry screens, keying the appropriate customer data on each screen 4 Customer entry screens contain fields of common data 4 When finished, press the F2=Update function key to add the new customer

34 Adding a New Customer The user starts customer “add” mode by using a function key The user presses the F6=Add customer function key to enter a new customer

35 Adding a New Customer The user identifies the customer to be added as well as basic customer information The user defines a unique identifier for the new customer by entering the company, customer number, and branch Other customer information is then entered such as customer name, address, etc. as well as some A/R related data The user may navigate to the next customer maintenance screen by pressing the Page Down key

36 Adding a New Customer The Billing Data screen is displayed next The user keys customer billing information for the new customer The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up Numerous fields are supported as F4=Lookup fields

37 Adding a New Customer The Customer Contact screen is displayed next This screen is used to enter the various pieces of customer contact information The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up

38 Adding a New Customer The Miscellaneous Customer Data screen is displayed next This screen is used to enter data that supports applications that work with DMAS but are supplied by I/O International or other 3 rd party suppliers The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up

39 Adding a New Customer The Sales Statistics screen is displayed next (if not “hidden”) This maintenance screen is normally used ONLY when DMAS is initially being installed The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up This screen may be “hidden” during maintenance (default is “hidden”) by pressing function key F13

40 Adding a New Customer 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 customer master and/or extended customer master files (contact I/O for specific field tailoring) Return to Customer 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 customer

41 Maintaining Existing Customers 4 The user selects which customer AND which of the detail screens for that customer to maintain 4 Once maintaining a customer, the user may navigate through ALL details screens for the customer if desired (similar to Item User Friendly Maintenance)

42 Maintaining Existing Customers Use the desired option for the customer that is to be maintained Use an option to designate which detail customer maintenance screen to start at Using an option from the second row, a user can go directly to functions for other customer related information Return to Customer Master Summary 2=Change 2=Change 6=N&A A/R 6=N&A A/R 7=Billing 7=Billing 8=Contacts 8=Contacts 9=Misc 9=Misc S=Ship to S=Ship to N=Notes N=Notes I=Inquiry I=Inquiry

43 Option 2=Change 4 Entering option 2=Change takes the user to the detail screen that supports the alternate view displayed at the time the option was entered 4 For example, if alternate view “3” is displayed when option 2 is entered, the Billing Date (page 2) screen will be displayed Return to Maintain Existing Customers

44 Select A Customer Select any one of the available detail screens for a specific customer Use any of the available options to view one of the detail screens for a specific customer such as 2=Change, 6=N&A A/R, 7=Billing, 8=Contacts, 9=Misc Once a detail screen is displayed for a specific customer, other options become available via function keys

45 Maintaining Existing Customer The Name & Address / A/R Data screen is displayed as page 1 The user may make whatever changes are necessary Return to Maintain Existing Customers F6=Name/Addr F6=Name/Addr F7=Billing F7=Billing F8=Contacts F8=Contacts F9=Misc F9=Misc F10=Stat F10=Stat F16=Price controls F16=Price controls F20=Delete F20=Delete F22=Log F22=Log F2=Update F2=Update F19=Suspend F19=Suspend F18=Activate F18=Activate The user may navigate to the next customer maintenance screen by pressing the Page Down key

46 Maintaining Existing Customer The Billing Data screen is displayed as page 2 The user may make whatever changes are necessary Return to Maintain Existing Customer The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up

47 Maintaining Existing Customer The Customer Contact Data screen is displayed as page 3 The user may make whatever changes are necessary Return to Maintain Existing Customer The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up

48 Maintaining Existing Customer The Miscellaneous Customer Data screen is displayed as page 4 The user may make whatever changes are necessary Return to Maintain Existing Customer The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up

49 Maintaining Existing Customer The Sales Statistics Data screen is displayed as page 5 Return to Maintain Existing Customer The user may make whatever changes are necessary The user may navigate to the next customer maintenance screen by pressing the Page Down key, or return to the previous screen with Page Up This screen may be “hidden” during maintenance (default is “hidden”) by pressing function key F13

50 Maintaining Existing Customer The User Defined Fields screen is displayed as page 6 Return to Maintain Existing Customer 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 customer

51 Maintaining Existing Customer The Ship-To User Friendly Maintenance function is initiated Return to Maintain Existing Customers For more information about the I/O Customer Ship-To User Friendly Maintenance function, please refer to the Customer Ship-To User Friendly Maintenance PowerPoint presentation

52 Maintaining Existing Customer The DMAS Customer Notes function is initiated Return to Maintain Existing Customers View, add, or maintain notes for this specific customer

53 Maintaining Existing Customer The DMAS Customer Inquiry function is initiated Return to Maintain Existing Customers View existing data for this specific customer via the DMAS Customer Inquiry function

54 Copying a Customer 4 A new customer may be created by copying an existing customer 4 A/R data and sales statistics are not copied

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

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

57 Price Precision Controls Return to Maintain Existing Customer This function is only available if the I/O Pricing Precision enhancement has been installed The Precision Pricing Control widow is displayed The user may maintain the list of precision names or merely select an existing one

58 Activating a Customer 4 Customer 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 Customer

59 Suspending a Customer 4 Customer 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 Customer

60 Deleting a Customer 4 Customer 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 Customer

61 Maintenance Log 4 Provides an interactive tool for viewing historical changes made to an existing customer master record 4 Once any one of the customer 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

62 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)

63 Maintenance Log Return to Maintain Existing Customer 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

64 End of Presentation For more information about the Customer 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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