Table of Contents - Jason Industrial...CEFM records that are set up for this account. This will display all contacts found in the PRM contact file first followed by any CEFM records

E-MAIL, FAX AND PRINT FORMATS

Table of Contents

E-MAIL, FAX AND PRINT FORMATS ................................................................ 1

INTRODUCTION INTO EMAILING, FAXING AND PRINTING FORMS ......................................... 4

EXAMPLE- ................SAMPLE OF E-MAILING FORMS. ........................................................... 5

SETUP- .....................HOW TO SETUP E-MAIL, FAX AND PRINT FORMATS .............................. 9 " SENDING" OR " FROM" ADDRESSES FOR EMAILING FORMS ............................................ 9

SETUP- .....................USING LOGO' S (Attached & Embedded) ................................................ 9 ATTACHMENT METHOD- ............................................................................................... 9 EMBEDDED METHOD- ................................................................................................... 9 LOGO SIZES- ........HOW TO SIZE YOUR IMAGE FILE ........................................................10 NAME/ADDRESS- .SUPPRESSING OR PRINTING THE ADDRESS FIELDS ..............................10

SETUP- .....................SPECIFIC SETUP FOR INDIVIDUAL FORMS............................................11 QOP- .....................QUOTE FORM ...................................................................................11 SOP- .....................ORDER ENTRY FORM .........................................................................17 POP- .....................PURCHASE ORDER ENTRY FORM ........................................................24 INVP- ....................INVOICE AND CREDIT MEMO FORM ....................................................30 ARS- .....................STATEMENT OF ACCOUNT ................................................................38 RAP- .....................RETURN AUTHORIZATION FORM ........................................................42 PLP- ......................PACK LIST PRINTING .........................................................................48 PTP- ......................PICK TICKET PRINTING ......................................................................54

SETUP- .....................ESTABLISHING PPM RECORDS FOR FORMS PROGRAMS ........................60

OPERATION- ............ENTERING AND STORING ADDRESSES THROUGH AN EDIT ....................61 CEFM- ...................ENTERING AND STORING ADDRESSES ................................................63 CEFM- ...................UPDATING AND STORING ADDRESSES ...............................................65

OPERATION- ............ENTERING AND STORING ADDRESSES THROUGH ENTRY PROGRAMS ....68

OPERATION- ............HOW TO ENTER COMMENTS ..............................................................78 MEMOA- ...............ENTERING COMMENTS USING THE MEMOA PROGRAM .........................79

OPERATION- ............SENDING FORMS AND REPORTS FROM THE PRINT HOLD SCHEDULER ...80

OPERATION- ............SENDING FORMS IN A BATCH MODE ..................................................81 SENDING FORMS THROUGH SOP ..................................................................................81 SENDING FORMS THROUGH QOP ..................................................................................83 SENDING FORMS THROUGH POP ..................................................................................85 SENDING FORMS THROUGH INVP .................................................................................87

MANAGING THE FAX PROCESS .......................................................................................89 OVERVIEW OF THE FAX MODULE .................................................................................89 SETUP- .................FAX FORMS ......................................................................................91 FAXA- ...................FAX ADMINISTRATION ......................................................................93 FXAM- ..................FAX AUDIT FILE MAINTENANCE ....................................................... 103

Next Generat ion® Forms

Release NGS-6.30 fm - 2

FXQM- ..................FAX QUEUE MAINTENANCE ............................................................. 105 FAXS- ...................FAX STATUS .................................................................................. 108

MANAGING PRINT QUEUE' S .......................................................................................... 110 PTRON- .................PRINTER ON UTILITY ....................................................................... 110

FORMS IMPLEMENTATION CHECKLIST ........................................................................... 112

MODIFYING FORMS - FORMFDM .................................................................................... 114 FORMFDM- ...........FORMS FIELD DESCRIPTION MAINTENANCE....................................... 114



Proprietary Not ice

This manual contains information w hich is proprietary to Munics Information Systems, Inc. and all rights are reserved. No part of this manual or its contents may be used or reproduced by any means w ithout the express w rit ten permission of Munics Information Systems, Inc.

Disclaimer of Warranty The material contained herein is subject to change w ithout not ice. Munics Information Systems, Inc. makes no w arranty, express, implied or by descript ion, regarding the information set forth herein. Munics Information Systems, Inc. does not guarantee, w arrant or make any representat ion regarding the use of, or the results of the use of, the programs in terms of correctness, accuracy, reliability, currency or otherw ise, and the purchaser relies on the programs and the results solely at his/her ow n risk. NEXT GENERATION® is a registered trademark of Munics Information Systems, Inc. Copyright 1987-2001 Munics Information Systems, Inc.



INTRODUCTION INTO EMAILING, FAXING AND PRINTING FORMS There are basically four opt ions available to you for the disposit ion of forms. (Please note that all four opt ions may not apply to each form, so check the documentat ion for each individual form to see if your desired opt ion is available for the part icular form you are you are attempting to use.) The opt ions are: 1) you may print the form to a print queue (printer), 2) you may print the form to the hold f ile, 3) you may fax the form or 4) you may email the form. With several of these forms, they can be set up to e-mail, fax or print one copy to one recipient and email, fax or print another copy to a dif ferent recipient. You can pre-establish addresses or simply type in the addresses " on the f ly" . Faxing and emailing are separate modules. If you are going to fax or email forms, you must f irst have these products properly licensed in your system. Your system has been programmed to include a set of standard laser forms as w ell as dot-matrix forms. Forms have been created for quotes (QOP), sales orders (SOP), picking t ickets (PTP), statements (ARS), packing lists (PLP), invoices and credit memos (INVP), purchase orders (POP), and return authorizat ions (RAP). The emailing of forms is handled through the UNIX sendmail ut ility w hich must be installed and conf igured on your UNIX server. The Unix server must be part of a LAN that has Internet or WAN access via a router. The router must be conf igured to open the SMTP Port (25) to enable the mail to pass through the router. This may require a Netw ork Address Translat ion (NAT) w ithin the router. The forms require Next-Generat ion™ softw are package version 4.08 or above. The faxing of forms is handled through an interface called the FAX Gatew ay, to a third party faxing product and requires that there be at least 1 modem connected to the UNIX Server. This modem must be connected to a Serial (RS232) Port. The Serial port can be one of the Native Serial Ports on the back of the UNIX Server or a port on a Serial Ports Card (8 Port Asynchronous Adapter or RAN). Modem Cables must be used to connect the modem to a serial port . Make sure that the cable you are using has the correct pin-outs for Modems. Each Serial Port Card may require dif ferent pin-outs. The print ing of forms to a print queue requires that at least one print queue is def ined. There are several w ays to set up a print queue. If you are using a Serial (RS-232) Interface, w hich w ill connect to any Serial Port , you must f irst set up a Virtual Printer, then create the queue on top of that Virtual Device. If you are using an Ethernet Card or Print Server (Netw ork Printer), you do not have to create a Virtual Printer. Instead, direct ly from the Spooler, create an HP Direct Queue. You w ill have to provide the hostname and IP address of the Printer. Remote Printers are set up the same w ay as either Serial or Netw ork printers. It means you can have a Serial Remote Device or a Netw ork Remote Device. Just select the Remote Printer opt ion and know the IP Address of the gatew ay w hich is needed so the UNIX Server can communicate w ith the remote device. The follow ing pages of this manual w ill assist you w ith the use of these opt ions. It is organized in three sect ions. The f irst sect ion w ill assist you in describing the setup of these opt ions, the second sect ion w ill describe the operat ion of each opt ion and third sect ion deals w ith the managing of these opt ions.



EXAMPLE- SAMPLE OF E-MAILING FORMS. Sample of e-mailing the SOP form The user runs the SOP program and enters their select ion criteria.

Press the OK button and the follow ing screen w ill display

Enter the desired dest inat ion for any records selected that do not have a CEFM record set up. The follow ing summary screen w ill display show ing how many records w ill be e-mailed, faxed or printed.



If the auto mode is selected the records w ill be sent automatically to their designated dest inat ion w ithout any user intervent ion. If the manual mode is selected the user w ill be able to choose how the records are sent.

SEND This w ill send the record as it is displayed on the screen. OVERRIDE This w ill allow the user to override information displayed on the screen. EXIT This w ill exit out of this record and not send it .

TO:

This f ield w ill be populated w ith the value set up in the corresponding CEFM record for this account. The user may click on the lookup button to display all



contacts that are set up for this account in the PRM module as w ell as any CEFM records that are set up for this account. This w ill display all contacts found in the PRM contact f ile f irst follow ed by any CEFM records that are set up for this account. The source f ield w ill display in w hich table the entry is located either PRM or CEFM. The user may enter the e-mail address manually if they desire.

INTERNAL:

This feature allow s the user to send the form to a recipient internally. An “ internal customer needs to be set up in the Customer Master f ile (CM) and that customer ID must be def ined in acf opt ion sys031. All internal user’ s email addresses need to be entered in the PRM contacts sect ion. If the PRM module is not installed the user may enter CEFM records for this “ internal customer” . These records w ould be displayed w hen the user clicks on the internal button.

CC and BCC

The user may select from the lookup button or internal button to populate the value in these f ields or they may enter the e-mail address manually.

FROM:

An email Address can be entered for the Division, through the DVM program, the Department through the DM program, the Branch through the BRM program and each individual User through the UIM program. These addresses can be used as a default for the " from" or " sending" email address on the various forms in the system. There are a series of acf opt ions associated w ith each form that allow you to determine w hich one of these email addresses you desire to use w hen emailing the form. For example, if you w ish to have each user email a copy of the quote using his or her email address, make sure their UIM record has their email address entered, then set acf opt ion qop005 to " 1" . If you w ish to have invoices emailed out w ith a general email address kept in the division record, then make sure the email address is entered in the division record and set acf opt ion invp005 to a " 2" .

SAVE COPY

When emailing forms, the user can save a copy of the email that they are sending. The Save Copy quest ion appears in each email w indow and allow s the user to select w hether or not they w ish to save a copy of the email they are sending. The save copy f ield in the user’ s UIM record controls w hether or not to have that select ion turned on all the t ime or turned off all the t ime w hen the email w indow displays. Note: If an email address exists in a UIM record and the save copy box is checked, the system w ill send the copy to that address. If no email address exists in the UIM record and the save copy box is checked, the system w ill send a copy to w hatever address is in the " FROM" line.

SUBJECT When emailing forms from Order, Quote, Ship or Bill program this w ill use the Fax Subject Line def ined in the " FAXA" program (More/Subject_Default) follow ed by the order, quote, or invoice #. When default ing the subject for each Email Type, the program w ill use the fax subject for the corresponding form. OR1/OR2 w ill use the FAXA record for SOP, IN1/IN2 w ill use the FAXA record for INVP, etc. Note that, if f rom QUOTE, it w ill use the subject from the FAXA record for QOP. User can override this. This w ill be the subject in the generated ordsend records. When converted to order, the subject w ill ALWAYS be altered based on FAXA record for SOP regardless of w hether the subject w as originally overridden w hen the quote w as created. Note that w hen an order is entered, the SN1/SN2 and IN1/IN2 Invoice records are created w ith a subject even though the invoice number is not yet know n.



Example: " SHIPMENT CONFIRMATION FOR ORDER # XXXXXXXXXX" for SN1/SN2 and " INVOICE FOR ORDER # XXXXXXXXXX" for IN1/IN2 records. If the user overrides this subject, then that w ill become the subject used on invoices. If the user does not override the subject , during the SHIP and BILL process, the system w ill check to see if the beginning of the subject matches the ' standard subject ' def ined above, and if they match, the system w ill reset the IN1/IN2 subjects based on the INVP fax subject and the invoice number assigned.

MESSAGE

The user may set up Standard Comments to be displayed in either the body of the e-mail or the cover sheet of the fax by ut ilizing special codes in the SCOM program. Example the user can enter a SCOM code of SOPEM and the comments w ill be displayed on the body of the e-mail for the SOP program. A code of SOPFX w ill display these comments on the cover sheet of the fax. Please see the help in the SCOM program for a full list of codes that may be ut ilized. The user may also manually enter in any comments they w ish to be sent w ith the form



SETUP- HOW TO SETUP E-MAIL, FAX AND PRINT FORMATS Before you can email and/or fax any forms you must f irst set ACF opt ions fx001 and/or em001 to a Y/N. In order to start using the forms, you must f irst setup the proper ACF opt ions and ACF values in order to tell the system w hat format you are going to use. At present the only programs that can be e-mailed, faxed and printed are qop, sop, pop, ars, rap, plp and invp. The Program ptp can only be printed or faxed at this t ime. For each program, the ACF opt ions and ACF values are provided on the follow ing pages to help you set up your choices. " SENDING" OR " FROM" ADDRESSES FOR EMAILING FORMS An email Address can be entered for the Division, through the DVM program, the Department through the DM program, the Branch through the BRM program and each individual User through the UIM program. These addresses can be used as a default for the " from" or " sending" email address on the various forms in the system. There are a series of acf opt ions associated w ith each form that allow you to determine w hich one of these email address you desire to use w hen emailing the form. For example, if you w ish to have each user email a copy of the quote using his or her email address, make sure their UIM record has their email address entered, then set acf opt ion qop005 to " 1" . If you w ish to have invoices emailed out w ith a general email address kept in the division record, then make sure the email address is entered in the division record and set acf opt ion invp005 to a " 2" . SETUP- USING LOGO'S (Attached & Embedded) You may store an image of your company' s logo on the system and decide to have that image print, display, email or fax on the original form. The logo should be stored in either a ' .png' or ' .jpg' image f ile format. At this point, w e recommend staying aw ay from the ' .png' image f ile format, the third graphics standard supported by the Web, because it is not supported by all brow sers and you have no control over w hat your customers are using as their brow ser. To use this feature, you must f irst def ine the directory path and f ile name of w here the logo is going to be stored (i.e. w here the image is going to reside on your computer). ATTACHMENT METHOD- If you are going to have the logo displayed over the w eb and send emails as an HTML attachment, then def ine this path in the ACF opt ion sys013. With this opt ion, you can store the logo at any URL address on the w eb or on any w ebserver. EMBEDDED METHOD- If you are going to have the forms embedded in the email body and NOT sent as an attachment, then you w ould use ACF opt ion ays014. The embedded opt ion requires that the logo reside on the server that is sending the email, (i.e. the UNIX server) and not some URL address on the w eb (i.e. the WEBSERVER). EMBEDDED logos must be sent along w ith the email, a URL WEB address w ill not w ork. This opt ion is also used if you are going to have the Fax softw are and the Printer Softw are fax/print the logo and not use pre-printed forms. NOTE: In doing the EMBEDDED version of this, w e have uncovered a quirk in Microsoft Outlook that w ill only allow the embedded form to be in the email body, and not the message. The message itself is sent as an attachment. In other w ords, the w ay this is going to w ork is as follow s: If you send the invoice/PO/etc. as an attachment, the message you send along w ill be in the email body and the form w ill be sent as an attachment, just like you w ould expect. If you send the Invoice/ PO/etc. as embedded in the body, the form w ill be sent in the body but the message w ill be in the attachment (Just the reverse of an attachment). This is true in the Microsoft Outlook



program. Some other email programs w ill actually put the message in the email like it is supposed to do, but puts it at the bottom of the email, not at the top. LOGO SIZES- HOW TO SIZE YOUR IMAGE FILE The ideal height for the image f ile is 44 pixels. The maximum height for the image is 50 pixels. The w idth should not exceed 250 pixels. If you desire to have a larger logo than 50 pixels w ide, then custom modif icat ions may need to be done. NAME/ADDRESS- SUPPRESSING OR PRINTING THE ADDRESS FIELDS If you are using an image f ile to handle your logo and have included the name and address in the image f ile itself , you can suppress the system from print ing the name and address by entering an ' N' in the correct acf opt ion for the part icular form you are w orking on. In other w ords, if you choose to suppress the print ing of the name and address for the Quote forms, you w ould enter an ' N' in the acf opt ion qop011. To suppress the print ing for the Purchase order form, you w ould enter an ' N' in acf opt ion pop011 and so on. If you are going to have the system print the name and address, these acf opt ions (for the specif ic form you are using) also control w here to get the name and address from. For instance, you may w ant to use the Branch address or the Department address. A ' B' or ' D' w ould be entered in that f ield. Helpful hint: If you are going to suppress the text print out of your company' s name and address and have the name and address and other information embedded in the image f ile, it is best to locate that information to the right of the logo and not underneath it .



SETUP- SPECIFIC SETUP FOR INDIVIDUAL FORMS QOP- QUOTE FORM The program QOP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print an invoice form, the QOP program w ill look in QOP001 and read the value. If it ' s a 1, it w ill print out the standard character version; if it ' s a 2, it w ill print out the laser version. If the user w ants to fax an invoice form, the QOP program w ill look at QOP002 and read the value. If it ' s a 1, it w ill fax the standard character version; if it ' s a 2, it w ill fax the laser version. If the user w ants to email an invoice form, the QOP program w ill look at QOP003 and read the value. If it is a 1, it w ill email the standard character (text) version; if it is a 3 or 4, it w ill email the html laser version as either an attachment or embedded in the email. OPTION DESCRIPTION qop001 QOP - Used to def ine w hat Print Format to use Print format: 1 - Standard format 2 - Laser format 3 - Do Not Use qop002 QOP - Used to def ine w hat FAX Format to use Fax format: 1 - Standard format 2 - Laser format 3 - Do Not Use qop003 QOP - Used to def ine w hat Email Format to use Email format: 1 - Standard format 2 - Do Not Use 3 - HTML format attachment 4 - HTML format embedded



In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the quote entry program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis. OPTION DESCRIPTION qop004 QOP - Control Email/Fax Window w hen Run from PPM Control email/fax w indow w hen the program is run from PPM and email address or fax number is know n. 0 - Don' t open the w indow . 1 - Open the w indow . qop005 QOP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname) 1 - Use email address in UIM. 2 - Use email address in DVM. 3 - Use email address in BRM. 4 - Use email address in DM. qop006 Future Use

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION qop007 Program that w ill create the w eb view Program that displays the w eb view of the quote. Value is the program name specif ied in pgc. So if you have a custom program called xqop, for example, that is w hat you put in the value f ield. If the value is null, then the system w ill use the standard program " WEBQOP" to display the quote on the w eb. (It does not use the standard " QOP" program unless you specify QOP in the value f ield) qop008 Control Web Print Price Checkbox Control the w eb print price checkbox.



0 - Don' t ask to print price data. 1 - Ask to print price data; default to ' N' . 2 - Ask to print price data; default to ' Y' . qop009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. qop010 Future Use qop011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. qop012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. qop013 Company Name/Address for Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. qop014 QOP - Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for All Un-printed Quotes. Valid opt ion values are N,Y:



N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. qop014a QOP - Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies to all select ion opt ions except All Un-printed Quotes. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. qop015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions. qop016 Control Dest inat ion & Updating w hen Run from PPM This opt ion controls the output dest inat ion and updat ing w hen the program is executed from PPM. 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. If email or fax is used, don' t set print f lag. If printer is used, set printed f lag. 1 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. 2 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Set print f lag. qop017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead.



(laser format only) 0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead. This opt ion w ill leave addit ional blank space on the upper lef t side of the form. qop018 Combine handling and freight Combine handling and freight. (Show combined amount as freight) 0 - Don' t combine handling and freight. 1 - Combine handling and freight. qop020 Future Use qop021 Future Use qop021a Future Use qop021b Future Use qop022 Control If and Where the Customer’ s Item ID Will Print.

This opt ion w ill be used by the STANDARD Munics Laser Sales Order Print (QOP) program--both print and fax version--and the Quote Order Print (QOP) program--email version to determine how the Customer' s Item ID, as def ined in the Customer/ Item Cross Reference (CIXREF) program, w ill print on the form. Vaild Entries Are 0,1,2,3: 0 - Print the Customer Item ID on the f irst line Print the Item ID below the item desc (Current/Default) 1 - Print the Customer Item ID below the item desc Print the Item ID on the f irst line 2 - Print the Customer Item ID below the item desc w ith leading text " CUST ITEM ID:" Print the Item ID on the f irst line 3 - Do not print the Customer Item ID

Customizat ion: If customizat ion of the form is necessary, the QOP program is copied over to another program (usually named LQOP) and all changes are made in that program, thus preserving the original QOP program. If the changes are desired on mult iple formats (for example, on both the print format and the email format), the programming modif icat ions required need to be done in mult iple places. For example, if you decide to print an addit ional f ield that is not on the standard form, the programming modif icat ions need to be done to the print format you are using (def ined in ACF opt ion QOP001), the fax format you are using (def ined in ACF opt ion QOP002; normally, this w ould be the same format as QOP001) and the email format (def ined in ACF opt ion QOP003).



Procedure From the menu, Enter " ACF" : Type in the Program Passw ord to Access the Program: Select QUERY Enter opt ion key Press Enter To view the Option values. Select UPDATE To change Option values.



SOP- ORDER ENTRY FORM The program SOP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print an invoice form, the SOP program w ill look in SOP001 and read the value. If it ' s a 1, it w ill print out the standard character version; if it ' s a 2, it w ill print out the laser version. If the user w ants to fax an invoice form, the SOP program w ill look at SOP002 and read the value. If it ' s a 1, it w ill fax the standard character version; if it ' s a 2, it w ill fax the laser version. If the user w ants to email an invoice form, the SOP program w ill look at SOP003 and read the value. If it is a 1, it w ill email the standard character (text) version; if it is a 3 or 4, it w ill email the html laser version as either an attachment or embedded in the email. OPTION DESCRIPTION sop001 SOP - Used to def ine w hat Print Format to use Print format: 1 - Standard format 2 - Laser format 3 - Do Not Use sop002 SOP - Used to def ine w hat FAX Format to use Fax format: 1 - Standard format 2 - Laser format 3 - Do Not Use sop003 SOP - Used to def ine w hat Email Format to use Email format: 1 - Standard format 2 - Do Not Use 3 - HTML format attachment 4 - HTML format embedded



In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the order entry program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis. OPTION DESCRIPTION sop004 SOP - Control Email/Fax Window w hen Run from PPM Control email/fax w indow w hen the program is run from PPM and email address or fax number is know n. 0 - Don' t open the w indow . 1 - Open the w indow . sop005 SOP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname) 1 - Use email address in UIM 2 - Use email address in DVM 3 - Use email address in BRM 4 - Use email address in DM sop006 Future Use

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION sop007 Program that w ill create the w eb view Program that displays the w eb view of the order. Value is the program name specif ied in pgc. So if you have a custom program called xsop, for example, that is w hat you put in the value f ield. If the value is null, then the system w ill use the standard program " WEBSOP" to display the order on the w eb. (It does not use the standard " SOP" program unless you specify SOP in the value f ield)



sop008 Control Web Print Price Checkbox Control the w eb print price checkbox. 0 - Don' t ask to print price data. 1 - Ask to print price data; default to ' N' . 2 - Ask to print price data; default to ' Y' . sop009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. sop010 Future Use sop011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. sop011a Include the company logo for Doc' s w hich are PRINTED Include the company logo in print documents. 0 - Don' t include the company logo. 1 - Include the company logo. sop012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. sop012a Include the company logo for Doc' s w hich are FAXED Include the company logo in fax documents. 0 - Don' t include the company logo. 1 - Include the company logo. sop013 Company Name/Address for



Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. sop013a Include the company logo for Doc' s w hich are EMAILED Include the company logo in email documents. 0 - Don' t include the company logo. 1 - Include the company logo. sop014 SOP - Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for All Unprinted Orders. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. sop014a SOP - Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies to all select ion opt ions except All Unprinted Orders. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. sop015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma.



This font w ill not apply to the terms and condit ions. sop016 Control Dest inat ion & Updating w hen Run from PPM This opt ion controls the output dest inat ion and updat ing w hen the program is executed from PPM. 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. If email or fax is used, don' t set print f lag. If printer is used, set printed f lag. 1 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. 2 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Set print f lag. sop017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead. (laser format only) 0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead. This opt ion w ill leave addit ional blank space on the upper lef t side of the form. sop018 Combine handling and freight Combine handling and freight. (Show combined amount as freight) 0 - Don' t combine handling and freight. 1 - Combine handling and freight. sop020 SOP - Control to Print Orders that are On Hold This opt ion w ill allow a user to print sales orders that have a status of ' On Hold' . 0 - Don' t print the document (Default) 1 - Print the document sop021 Future Use sop021a Future Use sop021b Future Use sop022 Contol If and Where the Customer' s Item ID Will Print

This opt ion w ill be used by the STANDARD Munics Laser Sales Order Print (SOP) program--both print



and fax version--and the Sales Order Print (SOP) program--email version to determine how the Customer' s Item ID, as def ined in the Customer/ Item Cross Reference (CIXREF) program, w ill print on the form. Vaild Entries Are 0,1,2,3: 0 - Print the Customer Item ID on the f irst line Print the Item ID below the item desc (Current/Default) 1 - Print the Customer Item ID below the item desc Print the Item ID on the f irst line 2 - Print the Customer Item ID below the item desc w ith leading text " CUST ITEM ID:" Print the Item ID on the f irst line 3 - Do not print the Customer Item ID

Customizat ion: If customizat ion of the form is necessary, the SOP program is copied over to another program (usually named LSOP) and all changes are made in that program, thus preserving the original SOP program. If the changes are desired on mult iple formats (for example, on both the print format and the email format), the programming modif icat ions required need to be done in mult iple places. For example, if you decide to print an addit ional f ield that is not on the standard form, the programming modif icat ions need to be done to the print format you are using (def ined in ACF opt ion SOP001), the fax format you are using (def ined in ACF opt ion SOP002; normally, this w ould be the same format as SOP001) and the email format (def ined in ACF opt ion SOP003). Procedure



From the menu, Enter " ACF" : Type in the Program Passw ord to Access the Program: Select QUERY Enter opt ion key Press Enter To view the Option values. Select UPDATE To change Option values.



POP- PURCHASE ORDER ENTRY FORM The program POP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print a purchase order, the POP program w ill look in POP001 and read the value. If it ' s a 2, it w ill print out the standard character version; if it ' s a 3, it w ill print out the laser version. If the user w ants to fax a purchase order, the POP program w ill look at POP002 and read the values. If it ' s a 2, it w ill fax the standard character version; if it ' s a 3, it w ill fax the laser version. If the user w ants to email a purchase order, the POP program w ill look at POP003 and verify that the value is set to a 4 or 5 (if it ' s a 4 or 5 value, it w ill email an Attached or Embedded html version). OPTION DESCRIPTION pop001 POP - Used to def ine w hat Print Format to use Print format: 1 - Pre-printed PO Form 2 - Blank Paper 8-1/2 X 11 inch format 3 - Laser format 4 - Do Not Use pop002 POP - Used to def ine w hat FAX Format to use Fax format: 1 - Pre-printed PO Form 2 - Blank Paper 8-1/2 X 11 inch format 3 - Laser format 4 - Do Not Use pop003 POP - Used to def ine w hat Email Format to use Email format: 1 - Standard format 1 2 - Standard format 2 3 - Do Not Use 4 - HTML format attachment 5 - HTML format embedded



In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the purchase order entry program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis. OPTION DESCRIPTION pop004 POP - Control Email/Fax Window w hen Run from PPM Control email/fax w indow w hen the program is run from PPM and email address or fax number is know n. 0 - Don' t open the w indow . 1 - Open the w indow . pop005 POP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname) 1 - Use email address in UIM. 2 - Use email address in DVM. 3 - Use email address in BRM. 4 - Use email address in DM. pop006 Future Use

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION pop007 Program that w ill create the w eb view Program that displays the w eb view of the purchase order. Value is the program name specif ied in pgc. So if you have a custom program called xpop, for example, that is w hat you put in the value f ield. If the value is null, then the system w ill use the standard program " WEBPOP" to display the P/O on the w eb. The WEBPOP program w ill display quantity received, as w ell as the extension, for closed purchase orders. It does not use the standard " POP" program unless you specify



POP in the value f ield) pop008 Future Use pop009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. pop010 Future Use pop011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. pop012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. pop013 Company Name/Address for Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. pop014 POP - Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for All Un-printed PO' s. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user.



Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. pop014a POP - Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies to all select ion opt ions except All Un-Printed PO' s. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. pop015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions. pop016 Control Dest inat ion & Updating w hen Run from PPM This opt ion controls the output dest inat ion and updat ing w hen the program is executed from PPM. 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. If email or fax is used, don' t set print f lag. If printer is used, set printed f lag. 1 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. 2 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Set print f lag. pop017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead. (laser format only) 0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead.



This opt ion w ill leave addit ional blank space on the upper lef t side of the form. pop018 Future Use pop019 POP - Laser and HTML Format- Optional Fields to Print This opt ion def ines opt ional f ields that w ill be included on the Laser Print form, Laser Fax form and the Email HTML form. Opt ion values are 0,1,2: 0 - Print the Confirming and Confirm To information to the right of the Taxable indicator direct ly below the Wanted Date and Remarks, respect ively. 1 - Do not print the Confirming or Confirm To information. Print the Vendor Customer ID to the right of the Taxable indicator direct ly below the Remarks. 2 - Do not print the Confirming or Confirm To information or the Vendor Customer ID. pop020 Future Use pop021 Future Use pop021a Future Use pop021b Future Use

Customizat ion: If customizat ion of the form is necessary, the POP program is copied over to another program (usually named LPOP) and all changes are made in that program, thus preserving the original POP program. If the changes are desired on mult iple formats (for example, on both the print format and the email format), the programming modif icat ions required need to be done in mult iple places. For example, if you decide to print an addit ional f ield that is not on the standard form, the programming modif icat ions need to be done to the print format you are using (def ined in ACF opt ion POP001), the fax format you are using (def ined in ACF opt ion POP002; normally, this w ould be the same format as POP001) and the email format (def ined in ACF opt ion POP003).



INVP- INVOICE AND CREDIT MEMO FORM The program INVP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print an invoice form, the INVP program w ill look in INVP001 and read the value. If it ' s a 1, it w ill print out the standard character version; if it ' s a 2, it w ill print out the laser version; if it ' s a 5, it w ill print out the laser version w ith line numbers. If the user w ants to fax an invoice form, the INVP program w ill look at INVP002 and read the value. If it ' s a 1, it w ill fax the standard character version; if it ' s a 2, it w ill fax the laser version; if it ' s a 5, it w ill fax the laser version w ith line numbers. If the user w ants to email an invoice form, the INVP program w ill look at INVP003 and read the value. If it is a 1, it w ill email the standard character (text) version; if it is a 3 or 4, it w ill email the html laser version as either an attachment or embedded in the email; if it ' s a 5 or 6, if w ill email the html laser version w ith line numbers, as either an attachment or embedded in the email. OPTION DESCRIPTION invp001 INVP - Used to def ine w hat Print Format to use Print format: 1 - Standard format 2 - Laser format 3 - Do Not Use 4 - Do Not Use. 5 - Laser Format 2 - Including Line Numbers. 6 - Do Not Use. 7 - Do Not Use. invp002 INVP - Used to def ine w hat FAX Format to use Fax format: 1 - Standard format 2 - Laser format 3 - Do Not Use 4 - Do Not Use 5 - Laser Format 2 - Including Line Numbers. 6 - Do Not Use. 7 - Do Not Use. invp003 INVP - Used to def ine w hat Email Format to use Email format: 1 - Standard format (character text format) 2 - Do Not Use 3 - HTML format attachment 4 - HTML format embedded 5 - Do Not Use 6 - HTML Format 2 Attachment - Including Line #' s. 7 - HTML Format 2 Embedded - Including Line #' s.



In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the invp program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis. OPTION DESCRIPTION invp004a INVP - Control Email/Fax Window w hen Run from PPM(SHIP) Control email/fax w indow w hen the program is run from the PPM w indow in the Shipment Confirmation Entry program (SHIP) and email address or fax number is know n. 0 - Don' t open the w indow . 1 - Open the w indow . invp005 INVP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname) 1 - Use email address in UIM. 2 - Use email address in DVM. 3 - Use email address in BRM. 4 - Use email address in DM. invp006 Future Use

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION invp007 Program that w ill create the w eb view Program that displays the w eb view of the invoice. Value is the program name specif ied in pgc. So if you have a custom program called xinvp, for example, that is w hat you put in the value f ield. If the value is null, then the system w ill use the standard program " WEBINVP" to display the invoice on the w eb. (It does not use the standard " INVP" program unless you specify INVP in the value f ield)



invp008 Control Web Print Price Checkbox Control the w eb print price checkbox. 0 - Don' t ask to print price data. 1 - Ask to print price data; default to ' N' . 2 - Ask to print price data; default to ' Y' . invp009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. invp010 Select ion Options Default sett ing

This opt ion w ill def ine the default value of the " Select ion Options" prompt in the STANDARD Munics Invoice Print (INVP) program. Valid Entries Are 1,2,3,4,5,6: 1 - All unprinted invoices 2 - Selected Invoice Reference Numbers 3 - Selected Invoice History Reference Numbers 4 - Selected Duplicate Copy Reference Numbers 5 - Print Duplicate Copies and ALL Unprinted Invoices 6 - All invoices by control number NOTE: If opt ion set to an opt ion value of 2,3,4, or 6, user w ill be required to enter a valid invoice number or control number, or an entry of " * " , signifying all invoices or all controls.

invp011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. invp012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address.



B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. invp013 Company Name/Address for Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. invp014 INVP-Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for All Unprinted Invoices. Valid Option Values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. invp014a INVP-Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies to all select ion opt ions except All Un-printed Invoices. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. invp015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions.



invp016 Control Dest inat ion & Updating w hen Run from PPM This opt ion controls the output dest inat ion and updat ing w hen the program is executed from PPM. 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. If email or fax is used, don' t set print f lag. If printer is used, set printed f lag. 1 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. 2 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Set print f lag. invp016a Control Dest inat ion w hen Run from PPM (SHIP). This opt ion controls the output dest inat ion w hen the program is executed from the PPM w indow in the Shipment Confirmation Entry program (SHIP): 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. Don' t set print f lag. If email, direct to IN1,IN2 entries. 1 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. If email, direct to IN1, IN2 entries. 2 - Use the printer f ield def ined in PPM for the output dest inat ion. Opt ions are email, fax or a valid printer ID. Don' t set print f lag. If email, direct to SN1, SN2 entries. 3 - Use the transact ion sett ings (CEFM) for the output dest inat ion. Don' t set print f lag. If email, direct to SN1, SN2 entries. invp017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead. (laser format only)



0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead. This opt ion w ill leave addit ional blank space on the upper lef t side of the form. invp018 Combine handling and freight Combine handling and freight. (Show combined amount as freight) 0 - Don' t combine handling and freight. 1 - Combine handling and freight. invp020 Future Use invp021 INVP - Sort By Options Default This opt ion def ines the default value for the Sort By Options prompt in the STANDARD Munics Invoice Print (INVP) program. Valid Entries Are 1,2,3,4: 1 - By Division By Reference No. 2 - By Branch By Reference No. 3 - By Reference No. 4 - By SoldTo By Reference No. invp021a INVP - Select By Options Default This opt ion def ines the default value for the Select By Options prompt in the STANDARD Munics Invoice Print (INVP) program. Valid Entries Are 1,2,3,4: 1 - Select All records 2 - Select specif ic Divisions 3 - Select specif ic Branches 4 - Select specif ic Departments invp021b INVP - Print Options Default This opt ion def ines the default value for the Print Options prompt in the STANDARD Munics Invoice Print (INVP) program. Valid Entries Are 1,2: 1 - Print All Lines 2 - Print Only Lines Where Qty Shipped is Present invp022 Control If and Where the Customer’ s Item ID Will Print.

This opt ion w ill be used by the STANDARD Munics Laser Invoice Print (INVP) program--both print and fax version--and the Invoice Print (INVP)



program--email version to determine how the Customer' s Item ID, as def ined in the Customer/ Item Cross Reference (CIXREF) program, w ill print on the form. Vaild Entries Are 0,1,2,3: 0 - Print the Customer Item ID on the f irst line Print the Item ID below the item desc (Current/Default) 1 - Print the Customer Item ID below the item desc Print the Item ID on the f irst line 2 - Print the Customer Item ID below the item desc w ith leading text " CUST ITEM ID:" Print the Item ID on the f irst line 3 - Do not print the Customer Item ID

Customizat ion: If customizat ion of the form is necessary, the INVP program is copied over to another program (usually named LINVP) and all changes are made in that program, thus preserving the original INVP program. If the changes are desired on mult iple formats (for example, on both the print format and the email format), the programming modif icat ions required need to be done in mult iple places. For example, if you decide to print an addit ional f ield that is not on the standard form, the programming modif icat ions need to be done to the print format you are using (def ined in ACF opt ion INVP001), the fax format you are using (def ined in ACF opt ion INVP002; normally, this w ould be the same format as INVP001) and the email format (def ined in ACF opt ion INVP003).



ARS- STATEMENT OF ACCOUNT The program ARS contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print a statement form, the ARS program w ill look in ARS001 and read the value. If it ' s a 2, it w ill print out the standard character version, if it ' s a 4, it w ill print out the laser version. If the user w ants to fax a statement form, the ARS program w ill look at ARS002 and read the values. If it ' s a 2, it w ill fax the standard character version, if it ' s a 4, it w ill fax the laser version. If the user w ants to email a statement form, the ARS program w ill look at ARS003 and verify that the value is set to a 5 or 6 (if it ' s a 5 or 6 value, it w ill email an Attachment or Embedded html version). OPTION DESCRIPTION ars001 ARS - Used to def ine w hat Print format to use Print format: 1 - Print on plain paper - no form required. 2 - Print on standard 7" long x 8 1/2" w ide MIS statement form. 3 - Print on 11" X 8 1/2" tear strip statement form. 4 - Laser format 5 - Do Not Use ars002 ARS - Used to def ine w hat FAX Format to use Fax format: 1 - Print on plain paper - no form required. 2 - Print on standard 7" long x 8 1/2" w ide MIS statement form. 3 - Print on 11" X 8 1/2" tear strip statement form. 4 - Laser format 5 - Do Not Use ars003 ARS - Used to def ine w hat Email Format to use Email format: 1 - Print on plain paper - no form required. 2 - Print on standard 7" long x 8 1/2" w ide MIS statement form. 3 - Print on 11" X 8 1/2" tear strip statement form. 4 - Do Not Use 5 - HTML format attachment 6 - HTML format embedded



In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the ars program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis. OPTION DESCRIPTION ars004 Future Use ars005 ARS - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname). 1 - Use email address in UIM. 2 - Use email address in DVM. 3 - Use email address in BRM. 4 - Use email address in DM. ars006 Future Use

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION ars007 Future Use ars008 Future Use ars009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. ars010 Future Use ars011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. N - Do NOT use any of the above. ars012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address. N - Do NOT use any of the above. ars013 Company Name/Address for



Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. ars014 Use Dest inat ion Sett ings default value This opt ion def ines the default value for Use Dest inat ion Sett ings (CEFM)? w hen the program is run standalone. N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. ars015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions. ars016 Future Use ars017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead. (laser format only) 0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead. This opt ion w ill leave addit ional blank space on the upper lef t side of the form. ars018 Future Use ars020 Future Use ars021 Future Use ars021a Future Use ars021b Future Use

Customizat ion: If customizat ion of the form is necessary, the ARS program is copied over to another program (usually named LARS) and all changes are made in that program, thus preserving the original ARS program. If the changes are desired on mult iple formats (for example, on both the print format and the email format), the programming modif icat ions required need to be done in mult iple places. For example, if you decide to print an addit ional f ield that is not on the standard form, the programming modif icat ions need to be done to the print format you are using (def ined in



ACF opt ion ARS001), the fax format you are using (def ined in ACF opt ion ARS002; normally, this w ould be the same format as ARS001) and the email format (def ined in ACF opt ion ARS003). Procedure From the menu, Enter " ACF" : Type in the Program Passw ord to Access the Program: Select QUERY Enter opt ion key Press Enter To view the Option values. Select UPDATE To change Option values.



RAP- RETURN AUTHORIZATION FORM The program RAP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print a return form, the RAP program w ill look in RAP001 and read the value. If it ' s a 1, it w ill print out the standard character version; if it ' s a 2, it w ill print out the laser version. If the user w ants to fax a return form, the RAP program w ill look at RAP002 and read the values. If it ' s a 1, it w ill fax the standard character version; if it ' s a 2, it w ill fax the laser version. If the user w ants to email a return form, the RAP program w ill look at RAP003 and verify that the value is set to a 3 or 4. If it ' s set at 3, it w ill email an attached HTML version and 4 w ill embedded the HTML w ithin the email. OPTION DESCRIPTION rap001 RAP - Used to def ine w hat Print Format to use Print format: 1 - Standard format 2 - Laser format 3 - Do Not Use rap002 RAP - Used to def ine w hat FAX Format to use Fax format: 1 - Standard format 2 - Laser format 3 - Do Not Use rap003 RAP - Used to def ine w hat Email Format to use Email format: 1 - Standard foramt 2 - Do Not Use 3 - HTML format attachment 4 - HTML format embedded

In addit ion to determining w hat forms you are print ing, faxing and emailing, you may also set up an acf opt ion to determine w hether you open the email/fax/print w indow in the rap program w hen the email address or fax number is already know n. Another acf opt ion w hich may be set up w ill determine w hether the sender' s email address is on a user, division, branch, department or default basis.



OPTION DESCRIPTION rap004 RAP - Control Email/Fax Window w hen Run from PPM Control email/fax w indow w hen the program is run from PPM and email address or fax number is know n. 0 - Don' t open the w indow . 1 - Open the w indow . rap005 RAP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname). 1 - Use email address in UIM. 2 - Use email address in DVM. 3 - Use email address in BRM. 4 - Use email address in DM.

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). OPTION DESCRIPTION rap006 RAP - Default Sort by Option This opt ion controls the Sort By Option in the Return Authorizat ion Order Print Program. The follow ing are the Valid Options: 1 = By Sales Order No. 2 = BY Division. 3 = By Branch. rap006a RAP - Default Sort Line Items By This opt ion control the Sort Line Items By Option in the Return authorizat ion Order Print Program. The follow ing are the Valid opt ions: 1 = Line No. 2 = Locat ion rap007 Program that w ill create the w eb view Program that displays the w eb view of the return authorizat ion order.



Value is the program name specif ied in pgc. So if you have a custom program called xrap, for example, that is w hat you put in the value f ield. If the value is null, then the system w ill use the standard program " WEBRAP" to display the order on the w eb. (It does not use the standard " RAP" program unless you specify RAP in the value f ield) rap008 Future Use rap009 Control Highlight ing & Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. rap010

This opt ion w ill def ine the default value of the " Select ion Options" prompt in the STANDARD Munics Return Authorizat ion Print (RAP) program. Valid Entries Are 1,2,3: 1 - All unprinted RMs 2 - Selected RMs 3 - All RMs by Control (Any other value w ill default to opt ion 1) If opt ion value is set to ' 2' or ' 3' , user w ill not be able to bypass the entry of criterial for the RM Number (if opt ion 2) or Control Number (if opt ion 3). An entry must be made. An ' * ' w ill be accepted indicat ing to ' Print All' .

rap011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. rap012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address.



B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. rap013 Company Name/Address for Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. rap014 RAP - Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for All Unprinted RM' s. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. rap014a RAP - Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies to all select ion opt ions except All Unprinted RM' s. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. rap015 Email Font To Use (except for terms & condit ions) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions.



rap016 Control Dest inat ion & Updating w hen run from PPM. This opt ion controls the output dest inat ion and updating w hen the program is executed from PPM. 0 - Use the printer f ield def ined in PPM for the output dest inat ion. Options are email, fax, or a valid printer ID. If email or fax is used, don' t set print f lag. If printer is used, set print f lag. 1 - Use the transact ion sett ing (CEFM) for the output dest inat ion, Don' t set print f lag. 2 - Use the transact ion sett ing (CEFNM) for the outout dest inat ion. Set print f lag. rap017 Documents With Pre-Printed Letterhead This opt ion def ines w hether the documents w ill print on blank forms w ith pre-printed let terhead. (laser format only) 0 - Use blank paper. 1 - Use paper w ith pre-printed let terhead. This opt ion w ill leave addit ional blank space on the upper lef t side of the form. rap018 Combine handling and freight Combine handling and freight. (Show combined amount as freight) 0 - Don' t combine handling and freight. 1 - Combine handling and freight. rap020 Future Use rap021 Future Use rap021a Future Use rap021b Future Use rap022 Control If and Where the Customer’ s Item ID Will Print.

This opt ion w ill be used by the STANDARD Munics Laser Return Authorizat ion Print (RAP) program--both print and fax version--and the Return Authorizat ion Print (RAP) program--email version to determine how the Customer' s Item ID, as def ined in the Customer/ Item Cross Reference (CIXREF) program, w ill print on the form. Vaild Entries Are 0,1,2,3: 0 - Print the Customer Item ID on the f irst line



Print the Item ID below the item desc (Current/Default) 1 - Print the Customer Item ID below the item desc Print the Item ID on the f irst line 2 - Print the Customer Item ID below the item desc w ith leading text " CUST ITEM ID:" Print the Item ID on the f irst line 3 - Do not print the Customer Item ID




PLP- PACK LIST PRINTING The program PLP contains all the dif ferent formats (print ing, faxing, e-mailing) w ithin the program itself and reads three acf opt ions to determine w hat format to use w hen performing these funct ions. In other w ords, if the user w ants to print a pack list form, the PLP program w ill look in PLP001 and read the value. If it ' s a 1, it w ill print out the standard character version; if it ' s a 2, it w ill print out the laser version. If the user w ants to fax a pack list form, the PLP program w ill look at PLP002 and read the values. If it ' s a 1, it w ill fax the standard character version; if it ' s a 2, it w ill fax the laser version. If the user w ants to email a pack list form, the PLP program w ill look at PLP003 and verify that the value is set to a 3 or 4 (if it ' s a 3 or 4 value, it w ill email an Attached or Embedded html version). OPTION DESCRIPTION plp001 PLP - Print Format Print format: 1 - Standard format 2 - Laser format 3 - Do Not Use plp002 PLP - Used to def ine w hat FAX Format to use Fax format: 1 - Standard format 2 - Laser format 3 - Do Not Use plp003 PLP - Used to def ine w hat Email Format to use Email format: 1 - Do Not Use 2 - Do Not Use 3 - HTML format attachment 4 - HTML format embedded

We also have a range of other acf opt ions that can be used that allow s the user to change the form format to suit (for the w eb, name/address sett ings and dest inat ion sett ings). plp004 PLP - Default Sort By Option This opt ion controls the Default Sort By Option in the Packing List Print program. Valid entries are 1,2,3: 1 - By Sales Order No. 2 - By Division 3 - By Branch plp005 PLP - Default Sort Line Items By Option This opt ion controls the Default Sort Line Items By Option in the Packing List Print program.



Valid entries are 1,2,3: 1 - Line No. 2 - Locat ion 3 - Item plp005a SOP - Source of Sender' s Email Address Use the email address as specif ied below as the sender' s email address. 0 - Use email system address (user@hostname). 1 - Use email address in UIM 2 - Use email address in DVM 3 - Use email address in BRM 4 - Use email address in DM plp006 PLP - Default Print Option This Option controls the Default Print Option in the Packing List Print program. Valid Entries are 1,2: 1 - Print Only Lines w here Ship Qty is Greater than Zero. 2 - Print ALL Lines Ordered. plp006a PLP - Quantity Back-Ordered Print Option This opt ion def ines w hether the quantity back- ordered w ill be printed on the packing list and the calculat ion to use to print it . Note: If the quantity back-ordered to be printed is zero, the quantity back-ordered w ill not print . This opt ion only applies to the Laser Print/Fax opt ions and the HTML Email opt ions. Valid opt ion values are 0,1,2: 0 - Do not print quant ity back-ordered. 1 - Print the quantity back-ordered and alternate quant ity back-ordered w hen they are not zero. 2 - Calculate and print the quantity back-ordered and alternate quantity back-ordered based on the total of the quantity & alternate quant ity back-ordered and the quantity committed remaining (not shipped) w hen the calculated amounts are not zero. plp007 Future Use plp008 Future Use plp009 Control Highlight ing &



Shading on Laser Format Control highlight ing & shading on the laser format. 0 - Don' t use highlight ing & shading. 1 - Use highlight ing & shading. plp010 PLP Select ion Options Default Sett ing

This opt ion def ines the default value for the Select ion Options prompt in the STANDARD Munics Packing List Print (PLP) program. Valid Entries Are 1,2: 1 - All unprinted Sales Orders 2 - Selected Sales Orders (Any other value w ill default to opt ion 1) If opt ion value is set to ' 2' , user w ill not be able to bypass the entry of criteria for the Sales Order Number. An entry must be made. An ' * ' w ill be accepted indicat ing to ' Print All' .

plp011 Company Name/Address for Doc' s w hich are PRINTED This opt ion controls w hich Name/Address w ill be used on documents w hich are PRINTED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. plp012 Company Name/Address for Doc' s w hich are FAXED This opt ion controls w hich Name/Address w ill be used on documents w hich are FAXED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. N - Do NOT use any of the above. plp013 Company Name/Address for Doc' s w hich are EMAILED This opt ion controls w hich Name/Address w ill be used on documents w hich are EMAILED. Y - Use Division Name/Address. B - Use Branch Name/Address. D - Use Department Name/Address. P - Use Picture def ined by acf ' s sys013/sys013a. N - Do NOT use any of the above. plp014 PLP - Use Dest inat ion Sett ings Default Value (All Un-printed) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the



program is run standalone. This opt ion applies only w hen user selects opt ion for All Unprinted Sales Orders. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. plp014a PLP - Use Dest inat ion Sett ings Default Value (Selected) This opt ion def ines the default value for ' Use Dest inat ion Sett ings (CEFM)?' prompt w hen the program is run standalone. This opt ion applies only w hen user selects opt ion for Selected Sales Orders. Valid opt ion values are N,Y: N - Use the Output Dest inat ion specif ied by the user. Y - Use the Transact ion' s Output Dest inat ion(s) specif ied in CEFM. plp015 Email Font To Use (except for terms & conditoins) This opt ion def ines the font to use w hen transact ions are emailed. Mult iple fonts are separated by a comma. This font w ill not apply to the terms and condit ions. plp016 Control Dest inat