Monthly Archives: July 2010

Added Ability to Rename a Barcode Scansheet

We’ve added the ability to rename a barcode scansheet.

The program, 10/60/160 from the main CODIS menu has been modified to allow renaming a barcode scansheet.  At the “Enter sheet name” prompt, type the old sheet name and new sheet name separated by a ‘slash’, i.e. FASCOR/PROSHIP.

How do I ‘Quarantine’ a part in CODIS

This function is used to block the sale of a specific number of items or units at a specific location.  Parts can be quarantined to block the sale and later un-quarantined to free them to be sold at a later time.  Below are the steps you take to accomplish these two tasks.

Quarantining a part:

You will begin by going to the ‘Inventory Management’ menu.  Once there run the ‘Inventory Transaction/Adjustment Entry’ menu option.  Here you will enter the warehouse, manufacturer code, and part number for the part(s) you would like to quarantine.

At the TXN code you may type a ‘?’ to see the available options or just enter ‘QUA’ to Quarantine stock.

Next you will enter the number of parts you would like to quarantine.

You will then be asked for a note/explanation.  Fill one in if possible and type ‘CTRL-Z’ and your transaction will be posted.  You have now quarantined those parts.

To reverse quarantine follow these steps below.  They are basically the same steps but entering a negative quantity.

Here you see we have entered another quarantine transaction for warehouse 1 on MFG,Part Number BS,4101.  This time however we are entering a negative quantity.  This action will reverse quarantine 5 parts from warehouse 1.  You will also be prompted for a reason/explanation.  Enter the reason and type ’CTRL-Z’ then enter and the parts will become available to sell once again.

Fulfillment Customer Maintenance (Menu 10/50/210)

Fulfillment Customer Maintenance

This program is designed to allow a user to set-up or modify all the necessary records that are used for a “Fulfillment customer”.  This program will prompt the user for the account number to modify and then you will have the option to create or modify existing records for this fulfillment account.

Once the fulfillment account number is entered you will see the following 7 options.

It is recommended if you are setting up a new fulfillment account to follow the options in numerical order to ensure you do not skip any records.  Once a record has been set up the next time you select that option you will be able modify that specific record.

Here I have chosen option 1.  This will be the condition of sale text that appears at the bottom of an invoice for this fulfillment account.

If Invoice text file is not already set up for this specific fulfillment account the program will choose the text from the file: “BATCOM:COND_OF_SALE_PAKDRP.DAT

If a customer specific text file does exist that file will be displayed for you to edit.  Once you are finished press ‘Ctrl-Z’ to save changes or ‘Ctrl-A’ to abort without saving any changes.

Next I have chosen option 2 to edit/create an order add on codes record.  Here you may add messages or DC codes to apply to a specific type of order keyed for this fulfillment account.  There are also a few more options available for order add-ons.

Note: If no record currently exists the default values will be pulled from an ‘Order add-on’ codes record defining the default order options set for fulfillment accounts (FF_SHIP_OA).

Once you have finished press ‘enter’ to continue.

Option 3 will allow you to specify the allowed ship warehouses for this fulfillment account.  You may edit to change the allowed warehouses or you may delete this codes record if it currently exists.  Deleting the record will cause Codis to not limit the ship warehouses for this account.

Note: If no record currently exists the values will be pulled from a ‘Strings’ codes record defining the default ship warehouses allowed for fulfillment accounts (FF_SHIP_WHSE).

Once you have finished editing or adding type ‘F’ to complete the changes.

Option 4 will allow the user to create a codes record that specifies the ticket printer for the fulfillment account.  You may add a record, edit, or delete that record in the same manner as the ship-warehouse(s) record previously.

Once you have completed your additions or changes type ‘F’ to complete the changes.

Option 5 will allow the default order options for the fulfillment account to be changed.  Here you may toggle an order option on or off by typing the character you wish to add or remove from the defaults for the fulfillment account.

Once you have finished these changes press ‘enter’ to complete the changes.

Option 6 allows the user to add, edit, or delete the codes record that specifies the allowed ship-vias for the fulfillment account.

Note:  If no record currently exists the values will be pulled from a ‘Strings’ codes record defining the default ship-vias allowed for fulfillment accounts (FF_SHIP_DEF).

Once you have finished making changes type ‘F’ to complete the changes.

Option 7 is used to define the address and name information that will display on the tickets and invoices keyed for the fulfillment account.  This will set up the ‘IA’ codes record.  You may set-up one per warehouse or use “***” to apply the address to all warehouses for this fulfillment account.

Once you have finished making changes type ‘F’ to complete the changes.

This completes the 7 fulfillment customer options.  You may now go back and modify or inspect any records for this account by selecting the option that applies.

Requiring Ticket Notes

We’ve made a change to allow for “requiring” ticket notes for specific users.  Here’s how it works:

Set field 28 of the Client Options codes record to ‘Yes’.

Add an E-Mail Group codes record with code key TKNOTE_REQ1 that contains the usernames of those required to enter ticket notes.

Once you’ve set the Client Option codes record to require ticket notes and added the E-Mail Group codes record identifying the specific users, then CODIS will display a “Ticket Notes Required”  message at the bottom of the screen when one of the specified users is viewing a ticket.

If the user chooses to exit here the program will display ticket notes and expect the user to add a note.  If the user chooses to exit without adding a note then a note will be added for them stating username, date and time, and a “Viewed Ticket ONLY” message.

Welcome

Welcome to ‘myCodis’, a site containing information about Consolidated Data, Inc., the CODIS Community, and online help in using the CODIS system.  Our goal is to provide a useful online tool that provides our valued customers with the information necessary to get the most from ‘their’ CODIS system.