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
Elliott Software Manuals
Initial Startup Checklist
Overview

SYMENU System Manager Introduction 2

Installation Procedures
Registration File
Adding Elliott Network Users
Multi-Tasking Sessions
Start Exploring Elliott

SYMENU System Manager Introduction 3

Special Startup Options
Files/Directory Structure
Network File Locations

SYMENU System Manager Introduction 4

File Format Conversions
Elliott Transaction Control Application Overview
Trx Considerations
Record Locking
File Locking

SYMENU System Manager Introduction 5

Getting Started with Elliott - Starting Elliott
Elliott Registry Setting

SYMENU System Manager Introduction 6

Special Considerations
Account Numbers
Inventory Quantity Fields
Dates
Numeric Entries
Back-up
Online Help Application Overview

SYMENU System Manager Introduction 7

Screen User Interface - Keystroke Conventions
Mouse
Toolbar
Context Sensitive Menu
Fonts
Calculator

SYMENU System Manager Introduction 8

Office Automation - Macros Application Overview
External Macros
Internal Macros
Defining an External Macro
Syntax for External Macro Script
Writing and Testing Your External Macro Script

SYMENU System Manager Introduction 9

Defining an Internal Macro
Command Prompt Macro
Bypass User ID and Password with Command Prompt Macro
Special Keys for Internal Macro Inside an Application

SYMENU System Manager Introduction 10

General Events - Application Overview
Programs vs. Events
Run Instructions - E-Mail Actions
General Event Subscription List
Create Subscription

SYMENU System Manager Introduction 11

Run Instructions - Message Boxes
Scenario Variations
Run Instructions - Tickler Actions

SYMENU System Manager Introduction 12

Specific Events Application Overview
Master Event List

SYMENU System Manager Introduction 13

Run Instructions - Customer Notification

SYMENU System Manager Introduction 14

Run Instructions - Salesman Notification
Templates

SYMENU System Manager Introduction 15

Use Existing Template for a New Event
Run Instructions - Buyer Notification
Restrictions

SYMENU System Manager Introduction 16

Run Instructions - Sell More Notification
Advanced Features

SYMENU System Manager Introduction 17

Consolidate Replicates in the Same Batch
Template Variables

SYMENU System Manager Introduction 18

Links Application Overview
Run Instructions
Link Type
Managing Links
Understanding Link Types

SYMENU System Manager Introduction 19

Entry Field Descriptions
Editing and Deletion Issues
Creating a User Hot Link
User Links with Images
User Links with URLs
Creating a System Link

SYMENU System Manager Introduction 20

Run Instructions

SYMENU System Manager Introduction 21

Printing and System Application Overview
Run Instructions
Font
Raw Data Pass Through
Draft Made with Dot Matrix Printer
Font Dialog
How Does Elliott Pick the Best-Fit Font?
Font Selection for Dot Matrix Printers
Report Width
Margins
Page Length
Windows NT, 2000 or XP Workstation's Printing
Laser Form Support
Option Button
Print-to Screen
Temporary Directory for Print to Screen (and E-mail Attachments)
Defer to Disk
When Things Go Wrong

SYMENU System Manager Introduction 22

E-Mail with Printing Application Overview
Run Instructions
Spool Report Manager Application Overview
Run Instructions
View
Archive and Paperless Office
Delete
Options
Exit

SYMENU System Manager Introduction 23

Run Instructions
Process
Run Now
Edit
Delete
Options
Report
Log
Exit
Laser Form and Designer Application Overview
Run Instructions
Set Up Elliott to Use Standard Laser Forms
Customize the Sample Laser Form
Laser Form Designer

SYMENU System Manager Introduction 24

Customer Relationship Management - Notes and Ticklers Application Overview
Notes
Sorting Notes in List Box
Context Menu
Note Type
Folder
Tickler
Setting Up the Tickler Function
Launch Tickler Reminders with Elliott
Setting Up the Organization's Hierarchy Structure
Launch Tickler Reminder
Tickler List Box
Tickler Detail Window
Supervisor's Function

SYMENU System Manager Introduction 25

Notes and Printing Application Overview
Knowledge Base Application Overview
Run Instructions
Who Can Use the Note Function?
Run Instructions - Accessing Notes

SYMENU System Manager Introduction 26

Attributes Application Overview
Run Instructions - Information Attributes
Field Entry Descriptions
Attaching Attributes
Run Instructions - Control Attributes
Entry Field Descriptions - Master Attributes File
Attribute Reporting
Field Entry Description Restricted Attribute File
Attaching Attributes
How An Attribute is Used in COP Add Orders

SYMENU System Manager Introduction 27

eContacts Application Overview
Run Instructions
Entry Field Descriptions - Web Access Screen
Entry Field Descriptions - Billing/Credit Window
Managing eContact Information

SYMENU System Manager Introduction 28

Using eContacts in COP
eContacts Review

SYMENU System Manager Introduction 29

Mass E-Mail Application Overview
Run Instructions
Entry Field Descriptions - Content Tab
Entry Field Descriptions - Selection Tab
Entry Field Descriptions - Get Records

SYMENU System Manager Introduction 30

Creating Mass E-Mail Templates
Using Variables
Elliott E-Mail Processor Versus Default E-Mail Client

SYMENU System Manager Introduction 31

E-Mail and CRM Application Overview
Run Instructions
Batch Mode E-Mail Order Acknowledgement
E-Mail Shipping Acknowledgement

SYMENU System Manager Introduction 32

Stock Watch
Using Stock Watch
Web Stock Watch
Links and CRM Application Overview
Events and CRM Application Overview
User Notes and CRM Application Overview
Ticklers and CRM Application Overview
Util-Setup File/Utilities Application Overview
Run Instructions
Export
Import
Rebuild
Initialize

SYMENU System Manager Introduction 33

Company Setup Application Overview
Run Instructions
Entry Field Descriptions

SYMENU System Manager Introduction 34

Printer Setup Application Overview
Password Setup Application Overview
Run Instructions
Entry Field Descriptions

SYMENU System Manager Introduction 35

Main Level Security Control
Salesman Security in 7.3

SYMENU System Manager Introduction 36

Global Security Control
Run Instructions
Entry Field Descriptions
User Global Security
Supervisor Relationships
Event Security

SYMENU System Manager Introduction 37

Print Spooled Reports Application Overview
Deferred Processing Application Overview
Label Code Setup Application Overview
Run Instructions
Entry Field Descriptions
System Code Type File Maintenance Application Overview
Run Instructions
Entry Field Descriptions
System Code Value Application Overview
Run Instructions
Entry Field Descriptions
eContact Processor Application Overview
Zip Code Filed Application Overview
Estimate Field Size Application Overview

SYMENU System Manager Introduction 38

User List Application Overview
Run Instructions
Export Processor Application Overview
Notes Processing Application Overview
Printing Notes
Purge Notes
Note Type
Entry Field Descriptions
System File Maintenance Application Overview
Vertex Interface Application Overview

SYMENU System Manager Introduction 39

Global Setup Overview
System Global Setup
Accounting Global Setup
Distribution Global Setup
COP Control Global Setup
COP Function Global Setup
Add-Ons
Utility Global Setup

SYMENU System Manager Introduction 40

System Global Setup - Additional Search Key Application Overview
Run Instructions
Field Entry Descriptions
Generating Index Keys
Available to Promise Application Overview
Run Instructions
Entry Field Descriptions
Barcode Printing Setup Application Overview
Automatic Label Printing
Run Instructions
Entry Field Descriptions
Using Bar Code Label Printing

SYMENU System Manager Introduction 41

Company Specialized Control Application Overview
Design Your Own Form Application Overview
Run Instructions
Field Entry Descriptions
Hide Cost Control Application Overview
Run Instructions

SYMENU System Manager Introduction 42

Note Function Application Overview
Run Instructions
Field Entry Descriptions

SYMENU System Manager Introduction 43

Printing Control Application Overview
Run Instructions
Field Entry Descriptions

SYMENU System Manager Introduction 44

Serial Number Tracking Control Application Overview
Run Instructions
Field Entry Descriptions
Using Serial Number Tracking

SYMENU System Manager Introduction 45

System Period Control Application Overview
Run Instructions
User Purge Control Application Overview
Run Instructions
Events Handling Application Overview
Run Instructions
Stock Watch Template

SYMENU System Manager Introduction 46

Attribute Handling Application Overview
Run Instructions
Item Hold Processing Application Overview
Run Instructions
eContacts Manager Application Overview
Run Instructions
Link Setup Application Overview
Run Instructions
G/L Global Control Application Overview
Run Instructions
G/L Setup Application Overview
Run Instructions
A/R Global Control Application Overview
Run Instructions

SYMENU System Manager Introduction 47

A/R Setup Application Overview
Run Instructions
A/R Bill To Customer Application Overview
Run Instructions
A/R Sales Tax Audit Trail Application Overview
Run Instructions
A/R Payment Source Application Overview
Run Instructions
A/R Customer/eContact Import Application Overview
Run Instructions
A/P Global Control Application Overview
Run Instructions
A/P Setup Application Overview
Run Instructions
A/P Batch Processing Application Overview
Run Instructions
P/R Setup Application Overview
Run Instructions
P/R Global Control Application Overview
Run Instructions
Backrec Setup Application Overview
Run Instructions
I/M Global Control Application Overview
Run Instructions
I/M Setup Application Overview
Run Instructions

SYMENU System Manager Introduction 48

Display Item History Information Application Overview
Run Instructions
Substitute Item Control Application Overview
Run Instructions
Inventory Transfer Control Application Overview
Run Instructions
COP Setup Application Overview
Run Instructions
P/O Global Control Application Overview
Run Instructions
P/O Setup Application Overview
Run Instructions
P/O Requisition Process Application Overview
Run Instructions
BOMP Global Control Application Overview
Run Instructions
BOMP Setup Application Overview
Run Instructions
Manufacturing Global Control Application Overview
Run Instructions
Bill of Lading Application Overview
Run Instructions
Copy Order Application Overview
Run Instructions
Customer Item Cross Reference Application Overview
Run Instructions
Freight Calculation Application Overview
Run Instructions

SYMENU System Manager Introduction 49

Order Invoice Inquiry Application Overview
Run Instructions
Price by Whole Order Application Overview
Run Instructions
Price List by Customer Application Overview
Run Instructions
Print COD Tag Application Overview
Run Instructions
Credit Check and Release Application Overview
Run Instructions
Salesman Commission Control Application Overview
Run Instructions
User Defined Code Application Overview
Run Instructions
Stock Status Inquiry Application Overview
Run Instructions
Sales Desk Application Overview
Run Instructions
Change Customer Screen Layout Application Overview
Run Instructions
Contract Pricing Application Overview
Run Instructions
Recurring Order Application Overview
Run Instructions
Change Quote to Order Application Overview
Run Instructions

SYMENU System Manager Introduction 50

Invoice Printing Application Overview
Run Instructions
Print Order/Quote/RMA Application Overview
Run Instructions
Order Billing Screen Application Overview
Run Instructions
Order Header Screen Application Overview
Run Instructions
Order Line Item Screen Application Overview
Run Instructions
Picking Ticket/Shipping Label Application Overview
Run Instructions
Post Invoice to A/R Application Overview
Run Instructions
Purge Posted Orders Application Overview
Run Instructions
Future Price Screen Application Overview
Run Instructions
Shipping Manifest Report Application Overview
Run Instructions
Shipping Email Acknowledgement Application Overview
Run Instructions
Shipping Data Update Application Overview
Run Instructions
Shipping Confirmation Application Overview
Run Instructions
Customer Delivery Performance Report Application Overview
Run Instructions
Multi-Bin Control Application Overview
Run Instructions
Style Group Control Application Overview
Run Instructions

SYMENU System Manager Introduction 51

Vertex Sales Tax Interface Application Overview
Run Instructions
Sales Order Export Application Overview
Run Instructions
Sales Order Import Application Overview
Run Instructions
Shipping Verification Application Overview
Run Instructions
Purchase Order Import Application Overview
Run Instructions
Take An Order Interface Application Overview
Run Instructions
ActiveX Component Application Overview
Run Instructions
Online Credit Card Processing Application Overview
Run Instructions
Customer Scanner Interface Application Overview
Run Instructions
Radio Beacon Interface Application Overview
Run Instructions

SYMENU System Manger Introduction 52

Item Import Utility Application Overview
Run Instructions
Warehouse Receiving Application Overview
Run Instructions
A/P Invoice Import Interface Application Overview
Run Instructions
Generate User Index Application Overview
Run Instructions
Convert Ship-To To Customer Application Overview
Run Instructions
Field Entry Descriptions
Run Instructions
Reset Last Access User and Date Application Overview
Run Instructions
Switch FOB and Landed Cost Application Overview
Run Instructions
Copy FOB to Landed Cost Application Overview
Run Instructions
Event Alert and Purge Application Overview
Run Instructions
eContact Integrity Check Application Overview
Run Instructions
eContact Password Generate Application Overview
Run Instructions
Set CC Master Password Application Overview
Run Instructions
Preauthorize User CC Access Application Overview
Run Instructions
Preauthorize Server CC Access Application Overview
Run Instructions
COP Order Integrity Check Application Overview
Run Instructions

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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 40
System Global Setup Additional Search Key Application Overview This enhancement offers increased search option criteria for customer, employee, item, ship-to, vendor and service invoice searches. For example, users can search a customer by address, ...
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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 ...

SYMENU System Manager Introduction: Index

SYMENU System Manager Introduction: Index

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