A CODIS Parts Connection / Persona user guide is available in pdf format. Click on “CODIS Online Help” in the header section of your myCodis home page. Click on “Other Topics”. Click on “CODIS Parts Connection / Persona User Guide”. Click on the “CODIS Parts Connection hyperlink.
Historical part notes are annotations relative to a part number that are kept indefinitely and displayed in reverse chronological order (newest to oldest). Uses for historical part notes may include any information provided by a vendor such as production schedules, ship dates, installation particulars, etc. The screen shot displays a part that has historical part notes associated with it.
Notice the indicator in the lower right corner. “/PT” means there are historical part notes for the number displayed. “<29-Sep-10>” means the most recent note for the number displayed is from September 29, 2010. If the most recent note was not very current you may opt to not display the actual note text. To display the notes text type “/PT” <enter> at the part number prompt.
The most recent note text is displayed at the top of the upper scrolling region of the screen along with the user’s CODIS login that created the note. Each note is date and time stamped as well. All notes for the number are displayed in the upper scrolling region in reverse chronological order. Type “A” <enter> to add an additional note to the number displayed. Type a period, backslash, or /E <enter> to exit the part note and return to the Product Stock Inquiry screen.
Historical part notes can also be viewed from Order Entry. At the “V?” prompt (end of line), type PT <enter> to display the note text.
Most all CODIS clients are taking advantage of the IC-COM (Inter CODIS Communications) protocol that allows CODIS clients to share inventory. In the past, inventory sharing was a problem when one or more locations were not shipping product in a timely manner due to physical inventory. CODIS has added an “Inventory In-progress” flag to the warehouse options codes record that will pass back a message stating “Inventory in Progress – No Information Available”. Here’s how and where to set the flag when your location is doing inventory.
In the Codes File Editor (70/50 from the main CODIS menu), type “whse” <enter>. Type “C” <enter> for change mode. Type the warehouse code of the warehouse that’s doing inventory and press <enter>. Type “WHSE-OPTION1” <enter>. Type “13” <enter>. Type “Y” <enter>. Now press <enter> to save your changes. Here’s what the record should look like when you’ve turned the “Inventory In=progress” flag on.
Change the “Inventory In-progress” flag back to “N” when your physical inventory has been completed and you’re back to shipping orders.
When viewing an IP (Inventory Purchase) Report the word ‘SURGE’ sometimes appears along with an item number.
‘SURGE’ identifies an item when more than 50% of the item’s movement for the last 12 months occurred in a single month if there was movement in at least 3 separate months. In the screen shot, the item had movement of 58 pieces in 5 separate months. Thirty two pieces (55.17% of 58 pieces) were sold in a single month so the item is identified with ‘SURGE’.
CODIS-Access is an electronic business-to-business e-commerce protocol developed by Consolidated Data that enables electronic transactions to be sent from computer to computer within a supply chain. The CODIS-Access technology creates standards for electronic documents such as purchase orders, “real time” stock inquiry, order confirmation receipts and much more. CODIS-Access simply acts as the common language between two business systems. In simple language, your customer’s computer talks directly to your CODIS system with the push of a button – it’s that simple.
Want to learn more?
View the complete CODIS Access Information page (pdf)
Sometimes you have a tracking number and you need to identify the order that belongs to the tracking number.
From the Order Entry Functions menu, type “MSG” <enter>.
Enter the tracking number and press <enter>.
Enter the number of months back you want to search and press <enter>.
The system will search the specified number of month’s orders for the text (tracking number) specified and display any orders matching the criteria as indicated in the screen shot below.
We’ve added functionality when displaying Sales and MTD Sales from the Order Entry Functions menu.
At the Order Entry Functions menu, when typing “SALES” to display the current day sales information you were limited to displaying a single billing warehouse or ALL warehouses. You can now specify a string or warehouse codes separated by commas at the Billing whse(s) prompt to combine the information for select warehouses. The same functionality has been added to the “MTD“, display of month to date sales information option.
Creating a password protected Personal FTP Server using
Microsoft Internet Information Services 5.x and 6.x
Installation steps apply only to Microsoft Windows 2000, XP Professional, Media Center Edition, Tablet PC Edition or Windows Server 2003. If you are using Windows XP Home Edition you will need to install a 3rd Party FTP server as the components used in this guide are not available on Home Edition Machines. It should be noted that there is a 10 connection limit and a maximum file size limit of 2 Gb in IIS on non Server editions of Windows.
First of all you would need to create a new limited password protected user
which will be used to logon to the ftp server. In Windows XP you can do this via Users in the control Panel
Next go to add/remove programs, then add/remove windows components from the left bar, an item called ‘Internet information services (IIS)’ will be listed, select this and click the details button. For an FTP server you only require ‘common files’, ‘file transfer protocol (FTP) service’ and ‘Internet Information Services Snap-in’, click ok and then next (you’ll be prompted for your Windows installer CD at this point). If you wish to host web pages you will need common files and the world wide web service item within the details of world wide web service.
After IIS has installed go to administrative tools in the control panel (classic view) and open Internet Information Services.
Expand <Your PC Name> (Local Computer) and do the same for FTP Sites. Now
right click on ‘default ftp site’ and view its properties. Change the TCP Port from 21 to 1021.
security accounts tab and uncheck ‘allow anonymous connections’.
If your using the Windows XP firewall or 3rd Party firewall you will need to open port 21 for to allow users to connect to the server.The area files will be read and written to on your hard disk is C:Inetpubftproot. The FTP service logs are stored in %windir%system32LogfilesMSFTPSVC1 in the
default configuration. These locations can be changed on the Home Directory and FTP Site tabs of the default ftp site properties respectively.
How do I create mixed lot (mix and match) pricing in CODIS?
Step 1: Create the Item Group Code for Mixed Lot Pricing.
From the Main Menu: select SYSTEM UTILITY PROGRAMS (OPTION #70).
From the System Utility Programs Menu: EDIT CODES FILE RECORDS (OPTION #50).
At The Code Type prompt, type ITEM <CR> then type A <CR> to add a new Item Group Code for mixed lot pricing.
At the Item Group Code prompt, type a three-character group code <CR>.
At the Code Description prompt, type your description for the item group code <CR>.
Step 2: Create the Mixed Lot Program Price Schedule.
From the Main Menu: select ORDER ENTRY (OPTION #10).
From the Order Entry Menu: select ORDER ENTRY FILE MAINTENANCE (OPTION #50).
From the Order Entry File Maintenance Menu: PRICE MATRIX EDITOR (OPTION #20).
Type “A” <enter> to add a system wide matrix.
Type “S” <enter> if the matrix will be used by all warehouses or type “W” <enter> (whse code) <enter> if it will be warehouse specific.
Enter the new price matrix number <enter>.
At the “Enter FALLBACK-MATRIX# for new price matrix (new matrix#) or ? >”prompt, type “0” <enter>.
At the “Enter New Description (Line 1 of 2) >” (enter your description of the program price matrix) <enter> <enter>.
At the “Add (G)roup-code, (M)fg, (P)rod-cd or pa(R)t# record >” prompt, type “G” <enter>.
At the “Enter Item-Group Code (or ?) >”type the group code you created in step 1 <enter>.
At the “6) Qty Dsc# :”prompt , type “A” to add a quantity discount to the file.
At the quantity discount number prompt, type <enter> and a number will be assigned.
Enter a description for the quantity discount.
At the Break Type prompt, type “1” <enter> to create a mixed lot based on order quantity.
At the Discount Type prompt, type the scenario number you want to implement from the popup box.
1 Line discount replaced with VALUE percentage (changes the line item discount percentage to the value percentage you enter in this Qty Discount).
2 Unit price discounted by VALUE percentage (discounts the line item by an additional percentage you enter in this Qty Discount).
3 Unit price reduced by VALUE amount (reduces the line item price by the value amount you enter in this Qty Discount).
4 Unit price replaced by VALUE amount (changes the line item price to the value amount you enter in this Qty Discount).
5 Unit price replaced by VALUE price level (1-5) (changes the line item price to the price level, 1 = List, 2 = Dist, 3 = Dealer, 4 = Trade, 5 = Cost, you enter in this Qty Discount).
6 Line discount increased by VALUE amount (changes the line item discount to the customer’s default discount plus the amount you enter in this Qty Discount).
7 Line discount increased by VALUE percentage (ADD-ON) (not yet implemented).
For example: Your promotion states that for the selected items, order 50 – 99 (mix or match) and receive an additional 10% off your regular cost or order 100+ and receive an additional 15% off your regular cost. In this example you would select #2 to decrease the customer’s cost by the amount you enter in the value field after specifying Break A (low).
At the Break A (low) quantity prompt, enter the order quantity lower limit of your first break point. In our example you would enter 50.
At the Break A (low) value prompt, enter the value amount of your first break point. In our example you would enter 10 (as in 10%).
At the Break A (low) ORD Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Order discounts. Otherwise enter “N”.
At the Break A (low) AR Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Accounts Receivable discounts. Otherwise enter “N”.
At the Break B quantity prompt, enter the quantity of your next break point. In our example you would enter 100.
At the Break B value prompt, enter the value of your next break point. In our example you would enter 15 (as in 15%).
At the Break B ORD Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Order discounts. Otherwise enter “N”.
At the Break B AR Disc prompt, enter “Y” if you want this quantity discount to ALSO be considered for additional Accounts Receivable discounts. Otherwise enter “N”.
It is possible to have up to twelve break points in a quantity discount scenario.
Type “” <enter> <enter> when you are finished defining the quantity discount and want to save it.
Enter the Price Code you want the quantity discount scenario to use as a fallback.
Select field #2 if you want a beginning date for your promotion. Enter the date as MMDDYY. The program will prompt you for an ending date.
Type “U” <enter> to save the record.
Step 3: Linking the price matrix to parts that qualify for the promotion.
If the parts to be considered are in different manufacturer codes or product codes then you will have to identify them one at a time.
From the Main Menu: INVENTORY MANAGEMENT (OPTION #20).
From the Inventory Management Menu: INVENTORY FILE MAINTENANCE (OPTION #30).
From the Inventory File Maintenance Menu: PRODUCT FILE CHANGES (OPTION #70).
Enter the Manufacturer code of the part you want to include.
Enter the part number of the part you want to include.
At the line# to edit prompt, type “19” <enter>.
On line# 19 type the Item Group Code you created in step 1 and press <enter> <enter>.
Repeat the process for each part number that is part of the mixed lot pricing scenario.
If the parts to be considered are all parts in a specific product code then the process can be handled by a program.
From the Main Menu: SYSTEM UTILITES (OPTION #70).
From the System Utilities Menu: CHANGE FLAGS FOR PRODUCT CODE (OPTION #110).
At the product code prompt, type the product code you want to include in the mixed lot pricing scenario.
At the number to change prompt, type “8” <enter>.
Enter the Item Group Code you created in step 1.
The program will notify you that it is about to make the necessary changes to the product file records and ask for verification to continue.
Step 4. Once a customer qualifies for a program price you must add the program price to the customer’s master record in “Customer file Maintenance”.
From the Main Menu: SELECT ORDER ENTRY (OPTION #10).
From the Order Entry Menu: SELECT ORDER ENTRY FILE MAINTENANCE (OPTION #50).
From the Order Entry File Maintenance Menu: CUSTOMER FILE EDITOR (OPTION #10).
At the “Customer Number” prompt, type the customer number you want to get the program prices <enter>.
At the “Number to change?” prompt, type “/5” <enter> to advance to screen #5 of the maintenance program.
When on screen #5 and at the “Number to change?” prompt, type “17” <enter>.
To add a new program price code to the customer type “A” <enter> then type the line number you want to add. Type the program price code when you are at the line number <enter>. Program prices are determined in ascending order therefore those prices defined in program price code found on line number 1 will override those found defined on line 2 and so forth. A customer can have up to ten program price codes in effect at any one time.
When running a Cash Requirement you can choose to NOT select vendor invoices for payment that were auto vouched but have NOT yet been reconciled to the priced receiver .
At the “Omit ‘UNRECONCILED’ auto vouchers (Y/N) ? prompt, type “Y” enter to NOT select vouchers that were automatically created by CODIS from incoming electronic vendor invoices that have NOT been reconciled to their respective priced receiver(s). Type “N” if you want to select them for payment regardless of their reconciliation status.