Sales Orders File Maintenances (SOS900)

Using File Maintenances

The File Maintenance programs allow you to enter, change and delete data. These programs are used to enter the initial data required to set up the system. You can also add, change and delete the records in a file.

File maintenance programs create the foundation of the FACTS system. They enable users to enter file information (such as customer, item and vendor files) and control how the system processes information, as in SO Static Control.

File Maintenance programs are also referred to as F/Ms for short, these programs often function the same way.

You will use some file maintenance programs, such as Vendor/Item F/M, more often than you use others. In fact, some file maintenance programs, such as SO Static Control F/M, are only used during installation. These programs are accessible from the Infrequent File Maintenances menu.

These file maintenances can be accessed from this menu.

• Past Sales F/M (SOF910), which is used to maintain records in the Past Sales History File during initial installation and setup.
  
• Sales Register Recap F/M (SOF920), which is used to create and maintain records in the Sales Register Recap File.
  
• Lost Sales F/M (SOF930), which is used to enter lost sales information during initial installation and setup.
  
• Unbilled Freight F/M (SOF940), which is used to create records in the Unbilled Freight File during initial installation and setup.
  
• DOT Code F/M (SOF530), which is used to create and maintain Department of Transportation (DOT) Codes for hazardous materials.
  
• Remote Customer/User F/M (SOF540), which is used to maintain information of customers who use the Remote Order Entry System.
  
• Customer Item F/M (SOF545), which is used to set up cross-references for the item numbers that customers use to ID items and the item codes used in FACTS.
  
• Companion Item Entry (SOE150), which is used to designate item to import when a specified item is entered in Order Entry, Quotes, Confirmation, Direct Invoices or Counter Sales.
• Standard Order Entry, which is used to manage item standard orders for a customer.
• Freight Schedule Entry, which is used to set up various freight rate schedules that can be used in FACTS to calculate the freight charges on an order.
• Ship Via F/M, which is used to create and maintain ship via codes and link those codes to Clippership carrier codes if FACTS is integrated with the shipping package.
  

See also

For more detailed information on file maintenance programs, refer to this topic.

Using File Maintenance programs

Information for entering past sales history data

Information for creating records in the Sales Register Recap File

Information for creating lost sale reason codes for items by warehouse

Information for setting up the initial unbilled freight record

Information for creating and maintaining DOT codes

Information for maintaining Remote Order Entry customers

Information for setting up customer item cross-references

Information for setting up companion items

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