SYMENU System Manager Introduction 52
Item Import Utility
Application Overview
This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Add-Ons > Item Import Utility
Procedure: Enter values for the prompted fields.
Warehouse Receiving
Application Overview
This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Add-Ons > Warehouse Receiving
Procedure: Enter values for the prompted fields.
A/P Invoice Import Interface
Application Overview
This setup screen allows you to set certain global variables for vertical add-ons used throughout Elliott.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Add-Ons > A/P Invoice Import
Procedure: Enter values for the prompted fields.
Utilities
Generate User Index
Application Overview
This is the utility function used to index the user defined Additional Search Keys when they have been modified or have become corrupt.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Generate User Index
Procedure: Click Generate and select “All” or the index key from the drop down menu. This is an internal process and when completed will prompt the user for a printer destination for the Index Log and will list how many records were indexed.
Convert Ship-To To Customer
Application Overview
For a Ship-To, the basic information available is name, address, ship via, salesman and tax code. As a result, sales history and pertinent business information is contained in the Customer master record. This utility allows you to convert Customer Ship-To’s to a new customer allowing you to maintain and track customer file information, sales history and statistics independently from the previous master record.
For sort ability and grouping purposes, all converted customers are tied to the master record via the new Customer Number generated.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Convert Ship To customer
Field Entry Descriptions
Name | Description |
1. Customer No. | Enter Customer Number of the Ship-To’s Note: This converts all Ship-To addresses to new customers. |
2. 2 Digit Prefix | 2 digit alpha numeric field This is the key in assigning new customer numbers. If a customer has 20 Ship-To’s ranging from 100 – 120, the new customers numbers will be JW0100 – JW0120. |
3. Bill To | Enter the Bill To Customer Number. Normally, this is same Bill To as the master record. |
4. Use Bill To Address On Order | Select “Y” to use the above Field 3, Bill To address, for orders of the new customers. Select “N” to use Bill To address of new customer. This case usually applies when the customers review and approve their invoices for payment by the HQ office. Regardless of “Y” or “N” the Customer of Record in field 3 is the responsible party for payment of invoices. Any changes to this must be done in A/R Customer File Maintenance. |
NOTE: | Although the Ship-To’s are converted to new customers, they still remain in the Ship-To file of the master record. |
Reset Last Access User and Date
Application Overview
This utility function will reset the last user access for each item in the Item File. The user ID will be set to blank and the date to zero.
Run Instructions
Elliott Main Menu -> Util-Setup -> Global Setup -> Utilities -> Reset Last Access User & Date
Procedure: Type Y to continue and the utility will begin to run. No other entry is necessary. Each item number will be displayed as it is processed.
Switch FOB and Landed Cost
Application Overview
This utility function will switch FOB and Landed Cost in the Item File.
Run Instructions
Elliott Main Menu -> Util-Setup -> Global Setup -> Utilities -> COP Order Integrity Check
Procedure: There is no input associated with this function. Once you choose the menu option, a standard print options window will appear asking for the destination of the report.
Copy FOB to Landed Cost
Application Overview
This utility function will copy the FOB Cost to Landed Cost for each item in the Item File.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Copy FOB Cost to Landed Cost
Procedure: Type Y to continue and the utility will begin to run. No other entry is necessary. Each item number will be displayed as it is processed.
Event Alert and Purge
Application Overview
This utility function will copy the FOB Cost to Landed Cost for each item in the Item File.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Event Alert and Purge
Procedure: Type Y to continue and the utility will begin to run. No other entry is necessary. Each item number will be displayed as it is processed.
eContact Integrity Check
Application Overview
This utility function will read through the eContact Relationship file and check to see if the Elliott record still exists for the relationship (say a COP order) and will delete any relationships where record is missing.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > E-contact Integrity Check
Procedure: There is no input associated with this function. Once you choose the menu option, a standard print options window will appear asking for the destination of the report.
eContact Password Generate
Application Overview
This utility function will assign a password to each eContact.
Run Instructions
Elliott Main Menu à Util-Setup à Global Setup à Utilities à E-contact Password Generate
Procedure: Type Y to continue and the utility will begin to run. No other entry is necessary. Each eContact will be displayed as it is processed.
Set CC Master Password
Application Overview
This utility function will allow the user to assign a master password for credit card encryption.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Set CC Master Password
Procedure: Enter the desired password in each box. You are prompted twice to insure that you typed the password correctly. If the two entries do not match, then you are prompted again.
If a password already exists, then the following window will appear:
Preauthorize User CC Access
Application Overview
This utility function will grant credit card access to the user on this workstation.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Preauthorize User CC Access
Procedure: Enter the credit card master password and click on the appropriate button to grant or revoke credit card access.
Preauthorize Server CC Access
Application Overview
This utility function enables the Web Server to have full encryption access to credit card numbers.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > Preauthorize Server CC Access
Procedure: Enter the credit card master password and click on the appropriate button to grant or revoke credit card access.
COP Order Integrity Check
Application Overview
This utility function will read through the COP Order Line Item File and check to see if the header record still exists and will delete the line item record if the header is missing.
Run Instructions
Elliott Main Menu > Util-Setup > Global Setup > Utilities > COP Order Integrity Check
Procedure: There is no input associated with this function. Once you choose the menu option, a standard print options window will appear asking for the destination of the report.
Related Articles
SYMENU System Manager Introduction: Index
Due to the size of the document entitled "SYMENU System Manager Introduction," we have divided it into several separate sections within the Knowledge Base. What follows is an index listing the contents of each section, along with a link to each one. ...SYMENU System Manager Introduction 1
Introduction Welcome! The Elliott System Manager manual provides information on how to install and set up your Elliott System, features found in all the Elliott packages, and utilities located on the Util_Setup pull-down menu on the Elliott main ...SYMENU System Manager Introduction 39
Global Setup Overview There are a vast number of features and functions in the Elliott Software that we let you Pick & Choose rather than install them by default. This way, you can select what best suits your needs and that which can improve your ...SYMENU System Manager Introduction 35
Menu Level Security Control For User Name SUPERVISOR, all flags for menu items are set to Y. At this point, SUPERVISOR is the only person that can add, change, or delete password information. Users must have SYS rights before they can access any of ...SYMENU System Manager Introduction 22
E-mail w/Printing Application Overview Elliott gives you the flexibility and power to e-mail a text version (*.txt) of virtually anything you can print in the system. Useful e-mails could be price lists, invoices and statements to customers, purchase ...