Remote User Set-Up Procedures (SOS550)

1. Choose which customers are to be remote users.

2. Carefully discuss recovery procedures with each remote user.

3. Set up each remote user in the User Code F/M with the following parameters:

• Valid Companies must be set correctly
  
• Security Codes must be the same as that used by the Remote Order Entry programs and menu system.
  
• Initial Menu must be the Remote Order Entry Menu (SOS250).
  
• Escape Code must be set to Y.
  

4. Set up each remote user in the AR Customer F/M. Each user code may only be assigned to one customer, and each customer may only have one user code.

5. Set up each remote user in the SO Remote Customer/User F/M (this program) with the proper parameters.

6. Enter the customer’s item numbers in the SO Remote Customer/Item F/M and link them to standard FACTS item number (optional).

7. Set up the proper warehouse security for the remote user in the Warehouse F/M. There must be at least one initiating warehouse. Shipping warehouses are not required, but may be set up as per the owner’s requirements. This is required even if you do not use multiple warehouses on an order.

8. Set up the next remote order document number in the SO Nonstatic Control Record.

9. Set up the appropriate options in the SO Print Control F/M.

10. If you require a DSR recap of the remote sales, select that option in the SO Static Control Record.

11. Activate the Remote Order Entry sub-system in the SO Static Control Record.

Error Codes

Note: Remote users may report the following error codes:

Code 01 No initiating warehouse
Code 02 Inactive or on-hold customer
Code 03 Customer failed credit check and credit check flag set to reject
Code 04 Customer not set up in the AR Customer F/M

User Disconnects

If, at any time, a user disconnects without properly logging off (e.g., power outage, turning computer off, problem with phone line or modem, etc.),