Monthly Archives: March 2012

Adding a New User

With the appropriate privileges, you can add a new CODIS user from the “main” CODIS menu using your own login whereas logging in with the “manager” login was previously required.

Here’s how:

While at the “main” CODIS menu and at the “Select Function” prompt, type “/USER” and press the <enter> key.

At the “User – (A)dd, (R)emove, (C)hange, (V)iew-settings >” prompt, type “A” and press the <enter> key.

At the “Username to Add:” prompt, type the new username and press the <enter> key.

At the “Full Name of User:” prompt, type the new user’s full name and press the <enter> key.

At the “Select Userclass for:” prompt, type the new user’s userclass and press the <enter> key.

Usersclass option #1, “Dialin Customer” should be selected if your’re adding a customer (Persona user).

Usersclass option #2, “Order Entry Module Access ONLY” should be selected if your’re adding a user that should only have access to the Order Entry Functions menu.

Usersclass option #3, “General Menu Functions” should be selected if your’re adding a user that should have access to the “main” CODIS menu (sub menus can be expanded or limited at the user level).

Usersclass option #4, “Menu and Systems Functions” should be selected if your’re adding a user that should have access to the “main” CODIS menu in addition to “system” level access (the dollar sign prompt).

At the “External Email:” prompt, type the new user’s external email address and press the <enter> key or you can just press the <enter> key if the new user does not have an external email address.

At the “Add Username <please note assigned password – P=change > (Y/N/P) >” prompt, press the <enter> key to add the user with the assigned password. Type “N” and press the <enter> key to NOT add the new user. Type “P” and press the <enter> key to override/manually change the assigned password to a more desirable password.

You can continue adding users or back out of the program. Type a backslash and press the <enter> key to back out.

Restricting Ship-via Methods by Customer

You can restrict the ship-via methods by customer thereby limiting the choices during order entry. Create a “GS”, general string codes record similar to the one in the following screen shot. The codes entered in field 3 define the only valid ship-via codes for the customer identified in field 2 (102691). Field 2 should always begin with “SH_CUST=” followed by the customer account number you are defining.

The ship-via code in the following screen shot is specifically restricted by customer. Field 37 is set to “Yes” which makes this ship-via code available ONLY to those customers with a ‘GS” general string codes record similar to the one defined in the previous screen shot.

The following screen shot displays ONLY those ship-via codes that were defined for this customer in the first screen shot.

Printing a PO from PO Entry

You can now print a PO directly from PO Entry. Previously, the printing a PO was a separate function. When finishing a newly created PO we’ve added a print option at the bottom of the PO Entry screen.

In addition to physically printing the PO, you can email or fax directly from PO Entry as well.

Note – since, at this stage of the PO creation, the PO has not been processed by the PO poster program where sorting and line number assignment occurs. Therefore the PO line number will be blank.