Category Archives: CODIS Tip of the Day

Here, you’ll find a list of CODIS Tip of the Day postings

Creating Order Method Specific Promo Codes

You can create ‘order method’ specific promotional codes. In other words, you can create a promo code that ONLY users ordering via Persona or electronically (EDI, CODIS Access, Web, etc.) can take advantage. Conversely, you can create a promo code specifically for your Customer Care folks.

In the codes file editor when adding a promo code, field 10 has been added to allow you to specify the order methods allowed to use the promo code. In the screenshot below, users ordering via Persona (order method D) and/or via EDI, CODIS Access, Web, etc. (order method E) can benefit from the promotion.


Overriding a Price Matrix at Order Entry

In Order Entry and at the “Number to Change” prompt, type “/P” and press <enter>.

At the “Old price code ……, change to…” prompt, enter the price matrix you want to use to price each of the items on this order and press <enter>. Each item on the order will be priced according to the price matrix you specify. Any backorders resulting from this order will also be priced according to the price matrix you specify. Changing the price matrix on an order constitutes a price override therefore any backorders resulting from the order will NOT be re-priced upon release.

Address Validation

The CODIS address validation mechanism works through an interface with StrikeIron, Inc.

Here’s an overview of what the StrikeIron subscription provides..


  • Validates, corrects, and standardizes addresses, adds ZIP+4, carrier routes, latitude and longitude, and more
  • Can be invoked for a single address or as a batch process (Results are returned in one batch of 100)
  • Easily integrated into websites, applications, and more


  • Enhance lead and contact record data quality
  • Improve deliverability of shipments, direct mail campaigns, and more
  • Reduce costly database scrubbing and maintenance

The CODIS interface to the StrikeIron service is already installed on your CODIS system. Address validation/correction can be activated once you’ve obtained a subscription along with login credentials from StrikeIron, Inc.

Persona Users View of Supersedure Information

When a “Persona” user inquires on the availability of an item in Product Stock Inquiry and that item has been superseded then the user may or may not be able to see all supersedure information.  For example – the user is assigned to shipping warehouse 1 and warehouse 1 is “out of stock” on an item that has been superseded BUT warehouse 2 does have stock in the original item.  By default, the user will be shown the supersedure information relating the original item and it’s superseding number.  The intent is to NOT show supersedure information as long as the item is in stock at any warehouse.  This practice may not be suitable for every user, therefore we’ve made a change to “show all” supersedure information to Persona users that is controlled by the ‘DU’ (dialup parameters) codes record.  Control can be enforced at the default, warehouse, or customer level.  Here’s how – in the respective ‘DU’ codes record, place “/R,” in field #25 of the record.

Flagging a Part – Superseded, Synonymed, Substituted, NLA, etc.

The screen appearance and function of flagging an item as superseded, synonymed, substituted, NLA, etc. has changed. The new process was necessary to provide a standard that will also be incorporated into the new receiving module that is forthcoming.

Here’s an example of the screen.

The top portion of the work area displays the flag functions you can perform.

Select the item flag function you want to perform.

When you’ve select the flag function you want to perform the top portion of the work area displays the history of your session. In the example below, we’ve just superseded BS,27355 to BS,27355S.

Type a period or backslash to display the flag functions menu and perform another flag function.

In the following example, we’ve just added a special message (flag function #5) for BS,399671.

Separate Delinquent Customer Statements

You can separate statements of delinquent customers at month end rather than have the statements go via the normal delivery method (regular print file, email, fax).  Placing the statements in a separate print file with the file name containing “ALL_DELINQ” allows you to print and handle them in any way you see fit.

To enable this feature of the statement program, set field #62 of the Client Options codes record to “Yes”.

From the main CODIS menu, go to 70/50.  The code type is “Client_Option”.  In change mode, set field #62 to “Yes” and press <enter> twice to record the change.

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Historical Part Notes – What are they?

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.

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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.

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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.

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Inventory In-progess Flag

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.

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Change the “Inventory In-progress” flag back to “N” when your physical inventory has been completed and you’re back to shipping orders.

What does ‘SURGE’ mean in an IP Report?

When viewing an IP (Inventory Purchase) Report the word ‘SURGE’ sometimes appears along with an item number.

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‘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 – What is it?

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)