-to search. Note that this TEMP Ship-To Tax Code applies only to web orders created without using a pickup location.
Use this program to create and maintain control parameters for a company.
General tab Security tab Modules Used tab Case Control tab SQL Server tab API Publish tab
CAUTION! Virtually every program in the system checks this control record during live processing. We seldom recommend that you make changes to this program after initial installation. Changes to certain fields, especially those dealing with GL numbers and number lengths, will adversely affect the system.
For more information how to use maintenances, refer to the following topics:
How to use file maintenance programs
M1. Length Of G/L #
Enter the length of the general ledger account number (4-10 digits). The length includes digits only and does not include possible dashes that may be part of the general ledger number. For example, if the G/L # is 000-00-0, the length is 6.
2. G/L # Print Mask
Enter the general ledger number print mask (4-14). For example, if five digits are chosen as GL number length with a mask of 000-000, the GL number 15505 would be displayed as 155-05 when entered in the system. The length must be at least as long as the general ledger number.
This determines the position of the branch within the general ledger number. Even if the company does not use part of its general ledger number to designate branch, this record must be set up. If branches are not used, enter zero. If branches are used, enter the position of the first character of the branch in the general ledger number. Assume, for example, in GL numbers 100-01 and 100-02, 01 and 02 indicate the branch. The entry would then be 4, meaning the branch starts in the fourth position of the general ledger number.
This determines the position of the department within the general ledger number. Even if the company does not use part of its general ledger number to designate departments, this record must be set up. If departments are not used, set this to zero. If departments are used, enter the position of the first character of the department in the general ledger number. Assume, for example, in GL numbers 100-01 and 100-02, 01 and 02 indicate the department. The entry would then be 4, meaning the department starts in the fourth position of the general ledger number.
M5. Length of Dept.
Enter the length of the department number (1-4). As in the example above, the length of the department number is 2. Any entry from the first digit to the last digit in the GL number is accepted.
M6. Length Of Item #
Enter the length of the item number (4-20). Press Enter (CR) to initially default to 20.
M7. Item # Pad
Enter whether to pad the item number with blanks on the 1-left or 2-right. Press Enter (CR) to initially default to 1.
M8. # Of Periods/Year
Enter the number of periods in a year (4-13). Twelve is the standard entry. Press Enter (CR) to initially default to 12.
9. Commission Flag
Indicate whether the system should L-always choose the lowest commission in the hierarchy, H-always choose the highest commission in the hierarchy, or X-calculate (always choose the commission that the hierarchy determines). The X-calculate option means to not give preference to the highest or lowest commission in the hierarchy, but simply follow the hierarchy order.
Enter in priority order how to calculate commissions using S-salesperson, C-customer I-item and P-contract price percentages (all must be entered). Note that the P-contract price option only applies to contract prices, not level and quantity prices.
Calculating Commissions
When calculating commissions, the system first checks the value of the Commission Flag. If the Commission Flag is set to H- always choose the Highest commission in the hierarchy, the system returns the highest commission %, excluding the line’s commission %, after replacing the item’s commission with the price’s commission if necessary. If the Commission flag is set to "L- always choose the Lowest commission in the hierarchy", it returns the lowest, non-blank, commission %, excluding the line’s commission %, after replacing the item’s commission with the price’s commission if necessary.
If the value of the Commission Flag is set to X-calculate (always choose the commission that the hierarchy determines), the system checks the Commission Basis for the first priority to determine which commission percentage to use. As the priority string is being navigated, the first entry that has a commission other than "No Priority" (or blank) will be returned as the correct commission %. If set to SCIP the system would calculate the commission using the percentage assigned to the salesman who sold the merchandise. If no priority is assigned to the salesman, the second priority is checked. The system would then calculate the commission using the percentage assigned to the customer the merchandise was sold to. If no priority is assigned to the customer, the third priority is checked. The system would then calculate the commission using the percentage assigned to the item that was sold.
If the price type is not a contract price, the position of the Price’s Commission % in the hierarchy will be ignored, and if a Price Commission is present, it will replace the Item’s Commission % (regardless of whether the Item’s Commission was "No Priority").
If the user override flag is set for the line-item during order entry processing, the system returns the Line’s Commission as the correct commission %.
Enter whether to use C-cost or P-price as the basis for gross margin percent calculations. Press Enter (CR) to initially default to C. This flag affects the calculation of gross margin in all programs using it .
Enter whether the date format to be used throughout the system is MMDDYY - American or DDMMYY - European. Press Enter (CR) to initially default to MMDDYY.
Enter a password (up to 6 characters) that is used for two purposes:
14. Credit Card Processor
Choose the method of processing credit cards. You can select from: Manual, ICVerify, or PayflowPro. Press Enter to default to Manual. If you attempt to modify this field and any non-processed credit card transactions exist in the SORSOP file, the system displays a message that the Credit Card Processor method cannot be changed until all pending transactions are processed.
Indicate whether substitute items set up in Item F/M are uploaded to eCatalog. There is no ability to select or unselect these at the item level.
If the AT module is used and the Substitutes to eCatalog checkbox is changed from "selected" to "unselected", the program deletes any substitute item records from the log file that have not yet been uploaded to eCatalog
Indicate whether companion items set up in Item F/M are uploaded to eCatalog. There is no ability to select or unselect these at the item level. Companion item memo lines do not upload to eCatalog at all.
If the AT module is used and the Companions to eCatalog checkbox is changed from "selected" to "unselected", the program deletes any substitute item records from the log file that have not yet been uploaded to eCatalog.
Enter the tax code to use for temp ship-to’s of web orders when no other tax code can be found. Press F2 or
-to search. Note that this TEMP Ship-To Tax Code applies only to web orders created without using a pickup location.
Processing Note for Orders Imported from eStorefront
When a temporary ship-to is created for a web order that was not entered for a pickup location, then the tax code to be used is determined with the following hierarchy:
1. Template Security
Define the security code that authorizes users to create System Templates in reports. Enter a character from a-z, A-Z or 0-9.
To authorize a user for system template creation, make sure this code appears in the Security Code field of that user’s record in User Code F/M.
2. Export Security
Define the security code that authorizes users to export search results to ASCII or Microsoft Excel files. Enter a character from a-z, A-Z or 0-9.
To authorize a user for search exports, make sure this code appears in the Security Code field of that user’s record in User Code F/M.
3. DW Security
Define the security code that authorizes users to access the data warehouse system. Enter a character from a-z, A-Z or 0-9.
To authorize a user for data warehousing, make sure this code appears in the Security Code field of that user’s record in User Code F/M.
1. Use Modules
Select the checkbox for each module that the selected company uses. The module code must appear on the FACTS Authorization Sheet.
Use the Case Control tab to control functionality related to the use of upper or lower case of letters in item and customer numbers.
Use the four checkboxes described below to determine how the upper and lower case letters are treated during customer and item number creation. Note that you should be sure and unselect the Allow Duplicate Customers and Allow Duplicate Items checkboxes to eliminate customers and items that have the same alphanumeric string as their ids except for different case (like I100/i100)
1. Force Uppercase Item Numbers
Indicates you want newly created items to have upper case item numbers, regardless of whether the user keys them in as lower case.
2. Force Uppercase Customer Numbers
Indicates you want newly created new customers created will have upper case customer numbers, regardless of whether the user keys them in as lower case.
3. Allow Duplicate Items
Indicates whether users are prevented from creating an item that would be a duplicate if case is not considered. If you unselect the Allow Duplicate Items checkbox, users are prevented from creating an item that would be a duplicate if case is not considered. For instance, if I100 exists in Item F/M, if the user tried to create item i100, a message would given and the item would not be created.
4. Allow Duplicate Customers
Indicates whether users are prevented from creating a customer that would be a duplicate if case is not considered. If you unselect the Allow Duplicate Customers check box, users are prevented from creating a customer that would be a duplicate if case is not considered. For instance, if C100 exists in Customer F/M, if the user tried to create customer c100, a message would given and the customer would not be created.
Case Issues button
The Case Issues button displays the Find Case Issues (SMF920C) browser, which is used to locate case related conflicts prior to eStorefront going live.
Use the SQL Server tab to hold the Data Source Name (DSN) being used for this company. If you change the DSN FACTS will warn and prompt you to rebuild the prefix file when you attempt to save the Company Control F/M record.
1. Data Source Name
The data source name being used for this company. This is a display-only field. Use the Rebuild Prefix File (SMU820) program to change the data source name for this company.
2. Modules for SQL Server Use
In the Modules for SQL Server Use section of the screen, each module that is available for use in SQL will have a place to indicate where the database for this module is located. After initial setup this field is read only and can only be changed by the FACTS SQL conversion program.
For the SA module, enter the database name and directory location for the Sales Analysis module in the Database Name field.
Use the API Publish tab to control the publication of transactions.
In the External Publish Options Section, enter:
1. Publish To
Indicate where the API should publish external transactions. You can select from T-TCP/IP address or D-Directory. .
2. Publish Directory
Enter the folder name and directory location for the Publish directory for transactions if you indicated the Publish To method was Directory in field #1. Note that you must run SMU954 to upload information in the Publish Directory. You can run multiple copies of SMU954; run it a as a service or CRON job.
3. Response Directory
Enter the folder name and response location for the Publish directory for transactions if you indicated the Publish To method was Directory in field #1. Note that you must run SMU954 to publish information in the Response Directory. You can run multiple copies of SMU954; run it a as a service or CRON job.
4. TCP/IP Addr/Port
Enter the TCP/IP address or port number for the location for the API to publish transactions if you indicated the Publish To method was TCP/IP in field #1.
In the Internal Publish Options Section—Those Used By FACTS Itself, enter:
1. Publish To
Indicate where the API should publish external transactions. You can select from T-TCP/IP address or D-API Polling Directories from System F/M.
2. TCP/IP Addr/Port
Enter the TCP/IP address or port number for the location for the API to publish transactions if you indicated the Publish To method was TCP/IP in field #1.