$image\FLM_shg.gif$ SO Infrequent File Maintenances (SOS910)

Infrequent file maintenance programs are used most often during initial system installation and setup; they primarily allow you to control overall operation of other programs in the Sales Orders Modules. Once set up, these programs are often maintained by the system and rarely require editing. However, if you are not getting the desired results from entry programs, reports or inquiries, certain file maintenance programs may need to be modified.

You can access the following file maintenance programs from the Sales Orders Infrequent F/M subsystem:

Document Print Control, which is used to handle print specifications for quotes, pick tickets, invoices, counter sale slips and bills of lading.

Route F/M, which is used to maintain delivery route information for use in various order and invoice headers. This feature is helpful to users who offer delivery services.

Deposit Earned Reason Code F/M, which is used to set up and maintain user-defined "reasons" codes used in the SO deposit entry program.

Returns Code F/M, which is used to manage codes used in Credit Memo entries that determine whether goods sent back by the customer, should be entered as returns or allowances.

Package F/M, which is used to calculate and maintain dimensional measurements of shipping containers, based on UPS definitions (not used in systems integrated with Clippership).

Shipping Control F/M, which is used to set up the defaults used in Freight Entry and contains flags that affect C.O.D. label printing and UPS Weight F/M (not used in systems integrated with Clippership).

UPS Weight F/M, which is used to store UPS weight tables for users who wish to add UPS charges into freight (not used in systems integrated with Clippership).

UPS Zone F/M , which is used to set up UPS zones by warehouse for users who wish to add UPS charges into freight (not used in systems integrated with Clippership).

Lost Sales Reasons Code F/M, which is used to manage user-defined reason codes used in order entry to track lost sales.

Warehouse Code F/M, which is used to indicate which users can access the initiating or shipping warehouse in the Order Entry Program.

Terms Code Order Setup, which is used to manage the display of multiple terms codes in the ending routines of direct invoice and counter sale entries.

Order Activity Cost Code Entry (SOE620), which is used to enter cost codes; you can use cost codes to associate cost activities with orders, shipping warehouses, or order lines.

SO Entry Options F/M, which is used to define which header prompts users can edit in SO Order, Credit Memo, Invoice and Confirmation entry programs. This file maintenance builds on flags formerly available in the SO Static Control F/M in FACTS 6.06 and earlier.

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.

Document Import Control F/M program, which is used to set up and maintain a record for each importable document type, including Quote, Open Order, and Past Documents.

SO to GL Posting F/M, which is used to determine how the Daily Sales Register posts to the General Ledger.

Static Control F/M, which is used to control how Sales Order programs process information for you. For example, you can set up or disable the system’s ability to use contract pricing, invoice history or line discounts, or allow backorders in order entry programs. The information in the Static Control F/M stays the same.

Nonstatic Control F/M, which is used to maintain flags that the system updates periodically, such as the current Sales Order period, last quote number and date of last release register.

Rebuild SO Sort Files, which is used to clean out faulty data in the sort files that may have been caused by system crashes. FACTS Affiliates should run this program, rather than the end user.

$image\FLM_shg.gif$ SO Infrequent File Maintenances (SOS910)

See Also

How to use File Maintenance programs