ROUTING

THE ROUTING SYSTEM IS A FULLY INTEGRATED TRUCK AND DRIVER SCHEDULING SYSTEM.
IT IS DESIGNED TO SUPPLY DRIVERS WITH THE INFORMATION THEY NEED TO SERVICE A
ROUTE. IT ALSO SUPPLIES INFORMATION YOU NEED TO CALL ON YOUR CUSTOMERS
WITHOUT BEING AT THE MERCY OF YOUR ROUTE DRIVERS. ALL INFORMATION ON A ROUTE
AND INDIVIDUAL CUSTOMERS ON THAT ROUTE IS CONTAINED IN THE SYSTEM AND CAN BE
RETRIEVED IN A VARIETY OF WAYS.

THE ROUTING SYSTEM PROGRAM RECOGNIZES TWO DIFFERENT WAYS OF SERVICING
CUSTOMERS.

1) RETURN DATE
2) ROUTE NUMBER

IF YOU ARE BASING YOUR ROUTE STRUCTURE ON RETURN DATES, THE SYSTEM KEEPS
TRACK OF WHEN THE CUSTOMER SHOULD BE CALLED ON NEXT AUTOMATICALLY. ALL YOU
DO IS GIVE THE COMPUTER A REFERENCE DATE TO START TRACKING THE ROUTE FROM,
THE RETURN PERIOD AND RETURN TIME FOR EACH CUSTOMER. A RETURN PERIOD CAN BE
DAILY, WEEKLY, OR MONTHLY. THE RETURN TIME IS HOW MAY RETURN PERIODS ARE TO
BE BETWEEN CALLS. FOR EXAMPLE A CUSTOMER THAT IS CALLED EVERY 14 DAYS HAS A
RETURN PERIOD OF "D" AND A RETURN TIME OF "14".

IF YOU WISH TO USE ROUTE STRUCTURE IN DEFINING ROUTES, YOU SET A CALL LIST
BASED ON ROUTE NUMBER. FOR EXAMPLE IN ROUTE 3 YOU MAY GO TO CUSTOMER 1124
FIRST AND FROM THERE TO 1022 AND FROM THERE TO CUSTOMER NUMBER 1002 THEN TO
CUSTOMER 1211 AND SO ON. WITH THIS TYPE OF DELIVERY TICKET THE RETURN DATE
IS NOT NECESSARY. THE NEXT RETURN DATE IS BASED ON ROUTE RETURN FREQUENCY.

ANOTHER FEATURE OF THE MDS ROUTING SYSTEM IS FLEXIBILITY IN THE PRODUCT THAT
IS TO APPEAR ON A "DELIVERY TICKET" (ALSO CALLED A "CALL TICKET", OR
"DELIVERY INVOICE").

YOU MAY DECIDE THAT ALL PRODUCT THAT IS TO APPEAR ON THE DELIVERY TICKET IS
TO BE PREDEFINED BY THE SYSTEM, OR THAT ONLY PART OF THE PRODUCT IS TO BE
PREDEFINED WHILE ANOTHER PART OF THE PRODUCT IS TO BE DERIVED FROM CUSTOMER
INFORMATION. YOU CAN EVEN DECIDE THAT ALL PRODUCT INFORMATION IS TO BE BASED
ON THE CUSTOMER INFORMATION FILE.

YOU MUST HAVE THE FOLLOWING INFORMATION DEFINED IN THE SYSTEM BEFORE YOU ARE
ABLE TO USE THE MDS ROUTING SYSTEM; CUSTOMER FILES, INVENTORY FILES, AND
CUSTOMER QUOTED PRODUCT FILES. FOR MORE INFORMATION ON CUSTOMER FILES SEE
"ADD/EDIT ACCOUNT" FOR MORE INFORMATION ON THE CUSTOMER QUOTED PRODUCT FILES
SEE "ADD/EDIT QUOTED PRODUCT". FOR INFORMATION ON THE INVENTORY FILES READ
THE INVENTORY MODULE.

SOME FEATURES OF THE ROUTING SYSTEM ARE SET IN "ADD/EDIT COMPANY".

**SCREEN DISPLAY**


7.1 PRINT DELIVERY TICKETS

"PRINT DELIVERY TICKETS" IS ACTUALLY A SERIES OF PROGRAMS THAT PRINT DELIVERY
INVOICES(DELIVERY TICKETS, CALLS SHEET, CALL INVOICE, INVOICE, WHAT EVER) FOR
EACH CUSTOMER THAT SHOULD BE CONTACTED DURING A SPECIFIED TIME PERIOD. THE
PROGRAM SELECTED IS BASED ON THE TYPE OF TICKET TO BE PRINTED. IT IS THE
HEART OF THE MDS ROUTING SYSTEM.

NOTE: "PRINT DELIVERY TICKETS" IS NORMALLY CUSTOMIZED TO EACH
CUSTOMER'S NEEDS. THE FOLLOWING IS AN EXPLANATION OF THE STANDARD
PACKAGE OFFERED.

**SCREEN DISPLAY**

PRESS {1} THEN {ENTER} TO PRINT DELIVERY INVOICES FOR CUSTOMER BY RETURN
DATE. THE "RETURN DATE", "RETURN PERIOD" AND "RETURN TIME" FIELDS MUST BE
SET FOR A CUSTOMER TO PRINT USING THIS OPTION. THESE FIELDS MAY BE EDITED BY
USING "EDIT RETURN DATES" OR "ADD/EDIT CUSTOMER".

PRESS {2} THEN {ENTER} TO PRINT DELIVERY INVOICES FOR CUSTOMERS ON A SINGLE
ROUTE. INFORMATION IS GATHERED ON SPECIFIC CUSTOMERS AND THE DELIVERY
INVOICES ARE PRINTED USING INFORMATION FROM THE CUSTOMERS' ACCOUNTS
RECEIVABLE FILES AND INVENTORY. ROUTES ARE CREATED WITH THE "ADD/EDIT ROUTE"
PROGRAM. WHEN YOU SELECT THIS OPTION YOU ARE ASKED TO:

ENTER ROUTE NUMBER OR PF2 TO EXIT?

ANSWER THE QUESTION WITH THE NUMBER OF THE ROUTE YOU WISH TO HAVE DELIVERY
INVOICES PRINTED FOR AND PRESS {ENTER} OR PRESS {PF2} IF YOU DO NOT WISH TO
EXERCISE THE OPTION.(FOR MORE INFORMATION ON PRE-DEFINED ROUTES SEE "ADD/EDIT
ROUTE")

THE SCREEN DISPLAYS:

WHAT ACCOUNT NUMBER (ENTER FOR ALL)?

TYPE IN AN ACCOUNT NUMBER AND PRESS {ENTER} OR PRESS {ENTER} FOR ALL
ACCOUNTS. IF YOU TYPED IN AN ACCOUNT NUMBER, YOU ARE AGAIN ASKED FOR AN
ACCOUNTG NUMBER. TYPE IN ANOTHER ACCOUNT NUMBER AND PRESS {ENTER} OR PRESS
{PF2} TO DISCONTINUE SELECTION. A REPORT SELECTION MENU DISPLAYS.

THE COMPUTER NOW BUILDS THE DELIVERY INVOICES. WHEN IT FINISHES BUILDING THE
INVOICES IT RETURNS TO THE FIRST SCREEN. YOU MAY EXIT THE PROGRAM BY
PRESSING {PF2} OR REQUEST INVOICES FOR ANOTHER ROUTE. WHEN YOU ARE FINISHED
REQUESTING TICKETS PRESS {PF2} TO RETURN TO THE "DELIVERY TICKET MENU". THE
INVOICES PRINT AS SOON AS THE PRINTER IS AVAILABLE.

PRESS {3} THEN {ENTER} TO PRINT BLANK DELIVERY INVOICES USED BY DRIVER'S FOR
OFF-ROUTE DELIVERIES. THIS OPTION PRODUCES DELIVERY INVOICES WITH ASSIGNED
NUMBERS THAT ARE NOT ATTACHED SPECIFICALLY TO A CUSTOMERS ACCOUNT. THE TWO
PRIMARY REASONS FOR USING THIS OPTION ARE, TO ASSIGN DELIVERY INVOICE NUMBERS
AND TO PROVIDE COPIES OF DELIVERY INVOICES THAT HAVE PRODUCT PRINTED ON THEM.
WHEN YOU SELECT THIS OPTION THE COMPUTER ASKS YOU TO:

ENTER SALESMAN NUMBER

TYPE IN THE SALESMAN(DELIVERY PERSON) NUMBER YOU WANT TO PRINT BLANKS FOR AND
PRESS {ENTER}.

THE COMPUTER ASKS:

HOW MANY MANUAL DELIVERY TICKETS?

TYPE IN THE NUMBER OF BLANK DELIVERY INVOICES YOU WANT PRINTED AND PRESS
{ENTER}. THE PREVIOUS SCREEN APPEARS. YOU MAY NOW PRESS {PF2} TO EXIT OR
PRINT MORE INVOICES BY SELECTING OPTIONS 1, 2 OR 3.

THE COMPUTER NOW BUILDS THE DELIVERY INVOICES. WHEN IT FINISHES BUILDING THE
INVOICES IT RETURNS TO THE PREVIOUS SCREEN. YOU MAY EXIT THE PROGRAM BY
PRESSING {PF2} OR REQUEST INVOICES FOR ANOTHER ROUTE. WHEN YOU ARE FINISHED
REQUESTING TICKETS PRESS {PF2} TO RETURN TO THE "DELIVERY TICKET MENU". THE
INVOICES PRINT AS SOON AS THE PRINTER IS AVAILABLE.

NOTE: OPTIONS 1 AND 2 ONLY WORK FOR DELIVERY TICKET TYPES 1, 2, 3 AND
7. OPTION 4 ONLY WORKS FOR DELIVERY TICKET TYPES 4,5, AND 6. DELIVERY
TICKET TYPES ARE SET IN "ADD/EDIT COMPANY" AND "ADD/EDIT ROUTE".

PRESS {4} THEN {ENTER} TO PRINT DELIVERY TICKETS BY ROUTE AND RETURN DATE.
THIS OPTION PRODUCES TICKETS THAT ARE ON THE ROUTE SELECTED AND HAVE THE
RETURN DATE SELECTED. ROUTES ARE CREATED WITH THE "ADD/EDIT ROUTE" PROGRAM.
RETURN DATES MAY BE EDITED WITH THE "EDIT RETURN DATES" PROGRAM.

WHEN YOU SELECT THIS OPTION YOU ARE ASKED TO:

ENTER ROUTE NUMBER OR PF2 TO EXIT?

ANSWER THE QUESTION WITH THE NUMBER OF THE ROUTE YOU WISH TO HAVE DELIVERY
INVOICES PRINTED FOR AND PRESS {ENTER} OR PRESS {PF2} IF YOU DO NOT WISH TO
EXERCISE THE OPTION.(FOR MORE INFORMATION ON PRE-DEFINED ROUTES SEE "ADD/EDIT
ROUTE")

THE COMPUTER ASKS:

ENTER STARTING RETURN DATE

TYPE IN THE DATE THE DRIVER IS MAKING DELIVERIES WITH THESE TICKETS.(NEXT
DELIVERY DAY) AND PRESS {ENTER}.

THE NEXT QUESTION IS:

ENTER ENDING RETURN DATE

TYPE IN THE DATE NEXT DELIVERIES SHOULD BE MADE FOR THIS ROUTE AND PRESS
{ENTER}.

THE COMPUTER NOW BUILDS THE DELIVERY INVOICES. WHEN IT FINISHES BUILDING THE
INVOICES IT RETURNS TO THE FIRST SCREEN. YOU MAY EXIT THE PROGRAM BY
PRESSING {PF2} OR REQUEST INVOICES FOR ANOTHER ROUTE. WHEN YOU ARE FINISHED
REQUESTING TICKETS PRESS {PF2} TO RETURN TO THE "DELIVERY TICKET MENU". THE
INVOICES PRINT AS SOON AS THE PRINTER IS AVAILABLE.


7.2 PRINT ROUTE LIST

THE PRINT ROUTE LIST PROGRAM PROVIDES A HARD COPY OF A ROUTE ON NARROW
COMPUTER PAPER. IF THE SYSTEM IS SET UP WITH PREDEFINED ROUTES, THE COMPUTER
PRODUCES AN IN ORDER LISTING OF THE ACCOUNTS ON A ROUTE. YOU CAN ALSO OBTAIN
LISTINGS OF RETURN DATES, RETURN PERIODS, AND RETURN TIMES BASED ON ALL
ACCOUNTS OR BY SALESMAN.

**SCREEN DISPLAY**

######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
LIST ALL ACCOUNTS PRESSING A {1} THEN {ENTER} STARTS THE REPORT PROCESSING
BY ACCOUNT NUMBER IN ACCOUNT NUMBER ORDER.

LIST ALL ACCOUNTS PRESSING A {2} THEN {ENTER} STARTS THE REPORT PROCESSING
BY ACCOUNT NAME IN ACCOUNT NAME ORDER.

LIST BY SALESMAN TO SELECT A LIST BY SALESMAN, PRESS {3} THEN {ENTER}.
YOU NOW MAY SELECT A LISTING BY THE PRIMARY SALESMAN BY
PRESSING {1} THEN {ENTER} OR THE SECONDARY SALESMAN BY
PRESSING {2} THEN {ENTER}. THE REPORT PROCESSES IN
SALESMAN NUMBER ORDER.

LIST BY ROUTE TO SELECT A LISTING OF A SINGLE ROUTE, PRESS {4} THEN
NUMBER {ENTER}. TYPE IN THE ROUTE NUMBER AND PRESS {ENTER}.
THE REPORT PROCESSES IN ROUTE NUMBER ORDER.

PRINT WITH/WITHOUT DEFAULT IS "WITHOUT". PRESS {5} THEN {ENTER} TO CHANGE
ADDRESSES TOGGLE THE DISPLAY TO "WITH". THIS TELLS THE SYSTEM IF YOU WANT
ADDRESSES OF CUSTOMERS PRINTED ON THE REPORT.

INCLUDE SUGGESTED DEFAULT IS "NO". TO INCLUDE SUGGESTED PRODUCT NUMBERS ON
PRODUCT NUMBER THE REPORT PRESS {6} THEN {ENTER}.

INCLUDE LOADSHEET DEFAULT IS "NO". TO INCLUDE A LOADSHEET SUMMARY ON THE
SUMMARY REPORT PRESS {7} THEN {ENTER}.

SELECT BY RETURN DEFAULT IS "NO". TO SELECT BY RETURN DATE PRESS {8} THEN
DATE(S) {ENTER}. THE COMPUTER ASKS IF YOU WISH TO "UPDATE RETURN
DATE (Y/N)". TYPE IN "Y" OR "N" DEPENDING ON WHETHER YOU
WANT RETURN DATES UPDATED AND PRESS {ENTER}. THE
COMPUTER ASKS: "ENTER <A STARTING DATE> OR <ALL> FOR THE
DATE SELECTION". TYPE IN YOUR SELECTION AND PRESS
{ENTER}. THE NEXT QUESTION ASKED IS: "HOW MANY DAYS(MAX
6)". TYPE IN THE NUMBER OF DAYS AND PRESS {ENTER}.

ROUTE LIST /ROUTE DEFAULT IS "ROUTE LIST". IF YOU WISH A CALENDAR TO PRINT
CALENDAR SCHEDULE OF THE NEXT DELIVERY DATES FOR THIS MONTH. PRESS {9} THEN
{ENTER}. THE DISPLAY CHANGES TO "ROUTE CALENDAR
SCHEDULE"

END PRESS {PF2} TO EXIT THIS PROGRAM.

ONCE THE PROGRAM FINISHES PROCESSING THE "REPORT SELECTION MENU" APPEARS.

7.3 EDIT DELIVERY TICKET

THE EDIT DELIVERY INVOICE PROGRAM TELLS THE COMPUTER WHAT PRODUCT IS TO BE
PRINTED ON A BLANK DELIVERY INVOICE. IF IS ALSO USED TO DETERMINE WHAT
PRODUCT IS TO BE PRINTED ON THE RIGHT SIDE OF A TYPE 2 DELIVERY TICKET.
TYPES OF TICKETS ARE SET IN "ADD/EDIT COMPANY".

WHEN YOU ENTER THE PROGRAM THE SCREEN DISPLAYS:

ENTER THE DELIVERY TICKET TYPE ?

TYPE IN THE DELIVERY TICKET TYPE NUMBER(1-7) AND PRESS {ENTER}.

THE EDIT DELIVERY TICKET INPUT SCREEN DISPLAYS.

**SCREEN DISPLAY**

TO CHANGE THE DELIVERY TICKET, PRESS {ENTER} TO MOVE TO THE LINE YOU WISH TO
ADD OR CHANGE A PRODUCT TO OR FROM. TYPE IN THE PRODUCT NUMBER AND PRESS
{ENTER}.

THERE ARE UP TO 48 LINES AVAILABLE FOR PRINTING.

TYPE 1 SHOWS 10 LINES 2 COLUMNS CURSOR LINE 1 COL 1HOW GET AROUND IN?
TYPE 2 SHOWS 10 LINES 2 COLUMNS CURSOR LINE 1 COL 2 F2 IS EXIT AND OR SAVE
TYPE 3 CANT ENTER
TYPE 4 SAME AS 1
5,6,7 CANT ENTER

PRESS {PF2} TO EXIT THE PROGRAM AND SAVE THE INFORMATION ENTERED. IF YOU DO
NOT WANT TO MAKE ANY CHANGES OR ADD ANY INFORMATION, PRESS {PF3} TO EXIT
WITHOUT SAVING.

7.4 ADD/EDIT ROUTE

THE ADD/EDIT ROUTE PROGRAM IS USED TO SET UP PRE-DEFINED ROUTES. A ROUTE
CONSTRUCTED USING THIS PROGRAM DOES NOT ABIDE BY RETURN DATES, BUT INSTEAD
PRINTS OUT ALL ASSOCIATED ACCOUNTS IN ORDER WHEN REQUESTED.

ADD ROUTE

TO BUILD A NEW ROUTE, YOU NEED A LIST OF THE ACCOUNTS(BY NUMBER) IN THE ORDER
THEY ARE DELIVERED.

**SCREEN DISPLAY**

THE COMPUTER ASKS YOU TO SELECT THE ROUTE NUMBER YOU WISH TO EDIT OR PRESS
{ENTER} FOR NEW ROUTE.(TO ADD A ROUTE OTHER THAN THE NEXT NEW ROUTE NUMBER,
TYPE IN A NEW ROUTE NUMBER NUMERICALLY BELOW THE NEXT ROUTE NUMBER AND PRESS
{ENTER}.)

THE NEXT SCREEN IS THE FIRST CUSTOMER SCREEN.

**SCREEN DISPLAY**

IF YOU ARE ADDING A NEW ROUTE THE FIRST CUSTOMER NUMBER FIELD MUST BE A
BLANK, ZERO, OR ONE. IF IT IS NOT THE ROUTE YOU HAVE SELECTED ALREADY
EXISTS.

WARNING! DO NO TYPE OVER A FIRST CUSTOMER NUMBER! IF YOU DO SO THE
CUSTOMER NUMBER YOU TYPED OVER IS LOST AND INCORRECT LINKING OF
CUSTOMERS OCCURS.

TYPE IN THE ACCOUNT NUMBER OF THE FIRST CUSTOMER ON YOUR LIST AND PRESS
{ENTER}. NEXT TYPE IN THE NUMBER OF THE DRIVER AND PRESS {ENTER}.(FOR
INFORMATION ON DRIVER NUMBERS SEE 4.B.C ADD/EDIT SALESMAN.) THE NEXT LINE ON
THIS SCREEN DETERMINES THE DELIVERY INVOICE TYPE FOR THIS ROUTE. TYPE IN THE
DELIVERY INVOICE TYPE NUMBER THEN PRESS {ENTER}.(DELIVERY TICKET TYPE MUST
MATCH THAT SET UP IN "ADD/EDIT COMPANY" THE ROUTE NAME FIELD IS USED FOR A
SHORT DESCRIPTION OF THE ROUTE. TYPE IN THE DESCRIPTION AND PRESS {ENTER}.
PRESS {PF2} TO GO TO THE NEXT SCREEN.

**SCREEN DISPLAY**


TO FINISH ENTERING THE ROUTE, PRESS {F}. TYPE IN THE NUMBER OF THE NEXT
ACCOUNT ON YOUR LIST AND PRESS {ENTER}. CONTINUE DOING THIS UNTIL ALL
NUMBERS FOR THE ROUTE ARE ENTERED. WHEN ALL OF THE ROUTE IS INPUT, PRESS {E}
TO EXIT. THE FIRST CUSTOMER NUMBER SCREEN APPEARS. YOU MAY PRESS {PF2} TO
EXIT BACK TO THE "ROUTING" MENU OR YOU MAY ADD ANOTHER ROUTE.


EDIT ROUTE

EDIT ROUTE MAKES CHANGES TO EXISTING ROUTES. COMMON CHANGES ARE ADDING IN
NEW CUSTOMERS, MOVING EXISTING CUSTOMERS TO ANOTHER ROUTE, OR DELETING
CUSTOMERS THAT HAVE CANCELED SERVICE.

**SCREEN DISPLAY**

TO EDIT AN EXISTING ROUTE, TYPE IN THE NUMBER OF THE ROUTE YOU WISH TO EDIT
AT THE FIRST SCREEN OF THE PROGRAM AND PRESS {ENTER}.

THE FIRST CUSTOMER NUMBER SCREEN APPEARS.

**SCREEN DISPLAY**

IF THE SALESMAN FOR A ROUTE HAS CHANGED, TYPE IN THE NEW SALESMAN NUMBER AT
THE "DRIVER #" FIELD AND PRESS {ENTER}. THE NEXT TIME THE "ASSIGN SALESMAN
TO ROUTE" PROGRAM IS RUN, THE SALESMAN NUMBER FOR ALL CUSTOMERS IN THE ROUTE
IS CHANGED.

CHECK THAT THIS IS THE ROUTE YOU WISH TO EDIT AND PRESS {PF2}.

A LISTING OF THE ROUTE WITH OPTIONS AT THE BOTTOM APPEARS.

**SCREEN DISPLAY**

######################################################################
SCREEN OPTIONS DESCRIPTION
######################################################################
(M) -MORE MOVES THE DISPLAY FORWARD ONE SCREEN TO SHOW ADDITIONAL
SCREENS OF CUSTOMERS ON THE ROUTE.

(E) -EXIT EXITS BACK TO THE ENTER ROUTE SCREEN

(F) -ADD TO FIRST THE CUSTOMER NUMBER INPUT IS ADDED TO THE FRONT OF THE
ROUTE AND BECOMES THE FIRST CUSTOMER NUMBER(STOP) ON THE
ROUTE.

(L) -ADD TO LAST THE CUSTOMER NUMBER INPUT IS ADDED TO THE END OF THE
ROUTE AND BECOMES THE LAST CUSTOMER NUMBER(STOP) ON THE
ROUTE.

(I) -INSERT BETWEEN THE CUSTOMER NUMBER INPUT IS INSERTED AFTER ANY CUSTOMER
NUMBER ON THE ROUTE THAT YOU CHOOSE FOR IT TO FOLLOW. IT
ASKS YOU FOR THE NUMBER OF THE CUSTOMER YOU WANT THE
ACCOUNT TO FOLLOW.

(R) -REMOVE THE CUSTOMER NUMBER INPUT IS DELETED FROM THE ROUTE

NOTE: THE SYSTEM WARNS YOU IF A NUMBER YOU INPUT IS
CURRENTLY ON ANOTHER ROUTE AND ASKS YOU IF YOU WISH TO
DELETE IT FROM THAT ROUTE.

7.5 EDIT RETURN DATES

THIS PROGRAM ALLOWS EDITING OF THE RETURN DATE, RETURN PERIOD AND RETURN TIME
FOR A CUSTOMER FROM THE ROUTING SYSTEM. YOU DO NOT HAVE TO EXIT THE ROUTING
SYSTEM AND ENTER THE ACCOUNTS RECEIVABLE SYSTEM TO MAKE CORRECTIONS TO THESE
FIELDS.

**SCREEN DISPLAY**

###########################################################################
SCREEN FIELDS DESCRIPTION
###########################################################################
CUSTOMER NUMBER TYPE IN THE CUSTOMER NUMBER AND PRESS {ENTER}. THE
COMPUTER DISPLAYS INFORMATION FOR THE CUSTOMER SELECTED.

CUSTOMER NAME DISPLAY OF THE CUSTOMER NAME FOR THE CUSTOMER NUMBER
SELECTED.

RETURN DATE IF YOU ARE EDITING THIS FIELD, TYPE IN THE RETURN DATE
AND PRESS {ENTER}. THIS IS THE NEXT DELIVERY DAY OR NEXT
DAY THE CUSTOMER SHOULD BE CONTACTED. THE COMPUTER
AUTOMATICALLY UPDATES THE FIELD TO EACH NEW CONTACT
PERIOD WHEN TICKETS ARE PRINTED USING THE INFORMATION
FROM THE RETURN PERIOD AND RETURN TIME FIELD.

LAST DELIVERY MONTH DISPLAY OF THE LAST MONTH THAT A TICKET WAS PRINTED FOR
THE CUSTOMER.

RETURN PERIOD IF YOU ARE EDITING THIS FIELD, TYPE IN THE RETURN PERIOD
AND PRESS {ENTER}. THE RETURN PERIOD MAY BE D-DAILY, W-
WEEKLY OR M-MONTHLY. IT IS USED ALONG WITH THE RETURN
TIME TO DETERMINE HOW OFTEN THE COMPUTER GENERATES A
DELIVERY INVOICE FOR THE CUSTOMER. FOR EXAMPLE, IF THE
DELIVERY CYCLE FOR THIS CUSTOMER IS EVERY 21 DAYS, SET
"RETURN PERIOD" TO "D" AND "RETURN TIME" TO "21". IF YOU
WISH THE CUSTOMER TO BE CALLED ON ONCE A MONTH, SET THE
"RETURN PERIOD" TO "M" AND THE "RETURN TIME" TO "1".

RETURN TIME IF YOU ARE EDITING THIS FIELD, TYPE IN THE RETURN TIME
AND PRESS {ENTER}. (SEE EXPLANATION OF "RETURN PERIOD"
ABOVE.) THIS FIELD IS THE FREQUENCY OF RETURN PERIODS.

WHEN ALL CORRECTIONS ARE MADE PRESS {PF2}. EDIT ANOTHER CUSTOMER OR PRESS
{PF2} TO EXIT THE PROGRAM.

7.6 EDIT TRUCK INVENTORY

NOTE: THE "EDIT TRUCK INVENTORY" OPTION IS NOT CURRENTLY AVAILABLE.

"EDIT TRUCK INVENTORY" IS ONLY FUNCTIONAL IF YOU ARE USING THE "CONSIGNED
INVENTORY" SYSTEM. THIS AND THE "PRINT LOAD SHEET" PROGRAM HELP DETERMINE
WHAT PRODUCT SHOULD BE LOADED ON A TRUCK.

WHEN A TRUCK IS LOADED THERE ARE TWO THINGS THAT MUST BE CONSIDERED. ONE OF
THESE IS THE PRODUCT REQUIRED FOR THE ROUTE BASED ON THE SUGGESTED QUANTITY
OF ALL PRODUCT QUOTED FOR THE ROUTE, THE OTHER IS THE PRODUCT THAT MUST BE
LOADED AS A BASIC LOAD.

THE BASIC LOAD IS THE PRODUCT THAT SHOULD BE ON THE TRUCK REGARDLESS OF THE
ROUTE THAT IS BEING RUN OR THE AMOUNT OF PRODUCT THAT IS REQUIRED TO RUN THE
ROUTE. THIS PROGRAM IS USED TO DEFINE THE BASIC LOAD OF A TRUCK. THE BASIC
LOAD IS ASSUMED TO BE CONSIGNED TO THE TRUCK CONTINUOUSLY.

TO KEEP THIS INFORMATION CORRECTLY, WHEN THE DRIVERS COUNT THEIR TRUCKS, THEY
SHOULD BRING THE BASIC LOAD UP TO THE POINT INDICATED FOR THEIR TRUCK AND
INDICATE THE AMOUNT OF PRODUCT REQUIRED TO BRING THE TRUCK OF TO THIS BASIC
LOAD ON THE LOAD SHEET.("PRINT LOAD SHEET") THIS LOAD SHEET SHOULD THEN BE
GIVEN TO THE COMPUTER OPERATOR IN CHARGE OF "CONSIGNED INVENTORY" WHO USED
THE "CONSIGN PRODUCT" PROGRAM TO ADD THE PRODUCT TO THE TRUCK.

THE FIRST THING YOU NEED TO DO IN DEFINING A BASIC LOAD (OTHER THAN CREATING
THE TRUCK ON THE COMPUTER USING THE "DEFINE TRUCK" PROGRAM) IS TO SELECT THE
TRUCK NUMBER WHEN THE THE COMPUTER ASKS YOU TO:

ENTER TRUCK NUMBER TO EDIT ?

TYPE IN THE NUMBER OF THE TRUCK YOU WISH TO EDIT AND PRESS {ENTER}.

AN INPUT PAGE FOR THE TRUCK DISPLAYS.

**SCREEN DISPLAY**

######################################################################
SCREEN FIELDS DESCRIPTION
######################################################################
TRUCK NUMBER DISPLAY OF THE TRUCK NUMBER SELECTED.

DRIVERS NAME DISPLAY OF THE DRIVERS NAME ASSOCIATED WITH THE TRUCK
SELECTED.

PRODUCT NO. TYPE IN THE NUMBER OF THE PRODUCT YOU WISH TO ADD OR
REVISE IN THE BASIC LOAD FOR THIS TRUCK. THE COMPUTER
PULLS UP THE QUANTITY AND UNIT FLAG FOR THIS PRODUCTS
BASIC LOAD.

SUGGEST QTY IF THIS FIELD IS "0", THEN NO PRODUCT HAS BEEN SPECIFIED
FOR THE TRUCK. TYPE IN THE QUANTITY YOU WISH TO HAVE FOR
THIS TRUCK.

UNIT (C/U/N) TYPE IN THE UNIT TYPE FOR THE PRODUCT AND PRESS {ENTER}.

C - FOR CASES
U - FOR UNITS
N - IF CASE PRICING IS NOT ENABLED FOR THE PRODUCT.

PRESS {PF2} TO ACCEPT THE INFORMATION ENTERED AND DISPLAY THE NEXT PRODUCT
INPUT SCREEN.

CONTINUE ENTERING OR EDITING PRODUCT UNTIL THE BASIC LOAD FOR THE TRUCK IS
DEFINED. WHEN ALL PRODUCT IS ENTERED PRESS {PF2} TO EXIT THE PROGRAM.

REMEMBER THAT JUST BECAUSE A PRODUCT IS NOT IN THE BASIC LOAD OF A TRUCK AND
IS NOT INDICATED BY THE ROUTE, THIS DOES NOT MEAN THAT IT CANNOT BE LOADED
ONTO THE TRUCK. WHAT THE BASIC LOAD IS DESIGNED TO DO IS REDUCE THE NUMBER
OF TIMES A DRIVER IS NOT ABLE TO FILL AN ORDER AT THE CUSTOMER LOCATION. THE
CUSTOMER ASKS FOR SOMETHING THEY DO NOT NORMALLY BUY OR THEY ASK FOR MORE OF
THE PRODUCT THAN THEY NORMALLY BUY.


7.7 PRINT LOAD SHEET

THE PROGRAM PRINTS THE LAST TIME THE ROUTE WAS RUN, WHAT WAS SOLD, AND AN
AVERAGE OF THE LAST 6 DELIVERIES FOR THIS ROUTE. IT ALSO PRINTS A DIAGRAM OF
A TRUCK FOR BAY LOADING AND HAS COLUMNS TO ACCOMMODATE PHYSICAL LOAD,
RETURNS, AND SOLDS.

**SCREEN DISPLAY**

######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 ALL ROUTES PRESS {1} THEN {ENTER} IF YOU WISH TO PRINT LOAD SHEETS
FOR ALL ROUTES IN THE SYSTEM. TYPE IN THE DATE TO START
PROCESSING AND PRESS {ENTER} OR PRESS {PF2} TO EXIT
WITHOUT PROCESSING.

2 RANGE OF ROUTES SELECT THIS OPTION TO PRINT LOADSHEETS FOR A RANGE OF
ROUTES. PRESS {2} THEN {ENTER}. TYPE IN THE BEGINNING
ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE ENDING ROUTE
NUMBER AND PRESS {ENTER}.} NEXT TYPE IN THE DATE TO
START PROCESSING AND PRESS {ENTER} OR PRESS {PF2} TO EXIT
WITHOUT PROCESSING.

3 SPECIFIC ROUTES PRESS {3} THEN {ENTER} TO CHOOSE MULTIPLE ROUTES IN ANY
ORDER- THESE ARE PRINTED IN THE ORDER YOU ENTER THEM IN
THE LIST. TYPE IN THE ROUTE YOU WISH TO ADD AND PRESS
{ENTER}. CONTINUE ADDING ROUTES UNTIL ALL ROUTES HAVE
BEEN ADDED. WHEN YOU ARE FINISHED PRESS {0} THEN {ENTER}
TO END THE LIST. NEXT TYPE IN THE DATE TO START
PROCESSING AND PRESS {ENTER} OR PRESS {PF2} TO EXIT
WITHOUT PROCESSING.

4 PRINT LOAD LIST DEFAULT IS "YES". PRESS {4} THEN {ENTER} IF YOU DO NOT
WANT THE LOAD LIST TO PRINT. THE DISPLAY CHANGES TO
"NO". THIS IS THE SUGGESTED LOAD TO SUPPLY A ROUTE AS
THE DRIVER DELIVERS IT BASED ON PREVIOUS SALES.

5 PRINT PRODUCTION DEFAULT IS "NO". PRESS {5} THEN {ENTER} IF YOU DO WANT
REPORT TO PRINT THE PRODUCTION REPORT. THE DISPLAY CHANGES TO
"YES". THIS PRINTS A SUMMARY TELLING THE PRODUCTION
MANAGER HOW MUCH PRODUCT MUST BE PRODUCED TO SUPPLY ALL
CUSTOMERS ON THE ROUTE.

PF2 TO EXIT

ONCE THE LOAD SHEET FINISHES PROCESSING THE "REPORT SELECTION MENU" APPEARS.


7.8 PRINT DELIVERY TICKET REPORT

THIS PROGRAM PRINTS A LISTING OF DELIVERY TICKET NUMBERS AND THE ACCOUNTS
THEY WERE PRINTED FOR.

**SCREEN DISPLAY**

#############################################################################
REPORT OPTIONS DESCRIPTION
#############################################################################
1 RETURN DATE DEFAULT IS "ALL". IF YOU WISH THE REPORT TO PRINT FOR A
SPECIFIC DATE, PRESS {1} THEN {ENTER}. TYPE IN THE DATE
AND PRESS {ENTER}.

3 ROUTE DEFAULT IS "ALL". TO SELECT A RANGE OF ROUTES OR A
SINGLE ROUTE, PRESS {3} THEN {ENTER}. TYPE IN THE
BEGINNING ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ROUTE NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ROUTE, THE BEGINNING AND
ENDING ROUTE NUMBER MUST BE THE SAME.

4 SALESMAN DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SINGLE SALESMAN, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}.} IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

5 DELIVERY TICKET# DEFAULT IS "ALL". TO SELECT A RANGE OF INVOICES OR A
SINGLE INVOICE, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING INVOICE NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING INVOICE NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE INVOICE, THE BEGINNING AND
ENDING INVOICE NUMBER MUST BE THE SAME. }

6 BEGIN PRINTING WITH OPTION SHOWN

PF2 EXIT WITHOUT PRINTING

7.9 SET NEXT DELIVERY TICKET NUMBER

THIS PROGRAM ALLOWS YOU TO CHANGE THE DELIVERY INVOICE NUMBER. THIS IS NOT
A RECOMMENDED PRACTICE. IF THERE IS A NEED TO CHANGE THE NUMBER IT SHOULD BE
DONE BY THE SYSTEM ADMINISTRATOR.

NEXT DELIVERY TICKET #}

THE COMPUTER DISPLAYS THE NUMBER OF THE NEXT DELIVERY INVOICE. TO CHANGE,
TYPE IN THE NUMBER YOU WANT THE NEXT DELIVERY INVOICE NUMBER TO BE CHANGED TO
AND PRESS {ENTER}. PRESS {PF2} TO EXIT THE PROGRAM.


7.A SET/CHANGE RETURN DATES

THIS PROGRAM ALLOWS YOU TO SET OR CHANGE RETURN DATES. THIS IS GENERALLY
USED TO RESET ROUTE DELIVERY DAYS WHEN A HOLIDAY INTERRUPTS THE DELIVERY
SCHEDULE.

**SCREEN DISPLAY**

######################################################################
SCREEN OPTIONS DESCRIPTION
######################################################################
1 INSTALL DATE DEFAULT IS "00/00/00-12/31/99". TO CHANGE THE DATES,
PRESS {1} THEN {ENTER}. TYPE IN THE BEGINNING DATE AND
PRESS {ENTER}. TYPE IN THE ENDING DATE AND PRESS
{ENTER}. IF YOU WANT THE REPORT TO PRINT FOR A SINGLE
DATE, THE BEGINNING AND ENDING DATE MUST BE THE SAME.

2 ACCT TYPE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNT TYPES OR
A SINGLE ACCOUNT TYPE, PRESS {2} THEN {ENTER}. TYPE IN
THE BEGINNING ACCOUNT TYPE AND PRESS {ENTER}. TYPE IN
THE ENDING ACCOUNT TYPE AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE ACCOUNT TYPE, THE
BEGINNING AND ENDING ACCOUNT TYPE MUST BE THE SAME.

3 ROUTE DEFAULT IS "ALL. TO SELECT A RANGE OF ROUTES OR A SINGLE
ROUTE, PRESS {3} THEN {ENTER}. TYPE IN THE BEGINNING
ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE ENDING ROUTE
NUMBER AND PRESS {ENTER}. IF YOU WANT THE REPORT TO
PRINT FOR A SINGLE ROUTE, THE BEGINNING AND ENDING ROUTE
NUMBER MUST BE THE SAME.

4 PRIMARY SALESMAN DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SINGLE SALESMAN, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

5 SECONDARY DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

6 ACCT RANGE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNTS OR A
SINGLE ACCOUNT, PRESS {6} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.

7 ALPHA / NUMERIC DEFAULT IS "NUMERIC". PRESS {7} THEN {ENTER} IF YOU WANT
THE REPORT TO BE PRINTED IN ALPHABETIC ORDER INSTEAD OF
NUMERIC BY ACCOUNT NUMBER. THE DISPLAY CHANGES TO
"ALPHA".

8 BEGIN PRINTING WITH OPTIONS SET

A PRINT ACCOUNT DEFAULT IS "NO". IF YOU WANT THE ADDRESSES OF THE
ADDRESSES CUSTOMERS TO PRINT ON THE REPORT PRESS {A} THEN {ENTER}.
THE DISPLAY CHANGES TO "YES".

B PRINT ACCOUNT DEFAULT IS "NO". IF YOU WHAT THE TWO LINES OF COMMENT IN
2-LINE COMMENTS THE CUSTOMERS MASTER FILE TO PRINT ON THE REPORT, PRESS
{B} THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

C PRINT SECOND DEFAULT IS "NO". IF YOU WANT THE SECOND TELEPHONE NUMBER
TELEPHONE NUMBER FIELD OF THE CUSTOMERS MASTER FILE TO PRINT, PRESS {C}
THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

D RETURN DATE DEFAULT IS "ALL". TO RESTRICT CHANGES OF RETURN DATES,
RESTRICT PRESS {D} THEN {ENTER}. TYPE IN THE STARTING DATE AND
PRESS {ENTER}. TYPE IN THE ENDING DATE AND PRESS
{ENTER}. ONLY RETURN DATES WITHIN THE BEGINNING AND
ENDING DATES SET ARE CHANGED.

E SET TO A GIVEN DEFAULT IS "NO". IF YOU WISH TO SET THE RETURN DATE TO
DATE A GIVEN DATE, PRESS {E} THEN {ENTER}. TYPE IN THE DATE
AND PRESS {ENTER}.

F ADD DAYS DEFAULT IS "NO". IF YOU WISH TO ADD DAYS TO RETURN DATES
PRESS {F} THEN {ENTER}. TYPE IN THE NUMBER OF DAYS YOU
WISH TO ADD AND PRESS {ENTER}.

G SUBTRACT DAYS DEFAULT IS "NO". IF YOU WISH TO SUBTRACT DAYS FROM THE
RETURN DATES PRESS {G} THEN {ENTER}. TYPE IN THE NUMBER
OF DAYS YOU WISH TO SUBTRACT AND PRESS {ENTER}.

H ADD CYCLES DEFAULT IS "NO". IF YOU WISH TO ADD CYCLES TO THE RETURN
DATES PRESS {H} THEN {ENTER}. TYPE IN THE NUMBER OF
CYCLES YOU WISH TO ADD AND PRESS {ENTER}.

I SUBTRACT CYCLES DEFAULT IS "NO". IF YOU WISH TO SUBTRACT CYCLES TO THE
RETURN DATES PRESS {I} THEN {ENTER}. TYPE IN THE NUMBER
OF CYCLES YOU WISH TO SUBTRACT AND PRESS {ENTER}.

J SIERRA OPTION DEFAULT IS "NO". THIS ALLOWS YOU TO SET A DATE FOR EACH
DAY SELECTION AND RESET ALL CUSTOMERS BY THOSE DAY
OPTIONS. THIS IS THE MOST COMMONLY USED OPTION FOR
SETTING RETURN DATES. TYPE IN THE DATE YOU WANT THE NEXT
DELIVERY DATE CHANGED TO FOR THAT ROUTE DAY AND PRESS
{ENTER}. CONTINUE ENTERING NEW DELIVERY DATES UNTIL ALL
15 ARE FINISHED. IF YOU DO NOT WISH TO CHANGE A DAY OR
YOU DO NOT HAVE THAT DAY, PRESS {ENTER} TO SKIP THE DAY.

ONCE THE REPORT FINISHES PROCESSING THE "REPORT SELECTION MENU" APPEARS.


7.B AGED ROUTE LIST

THE AGED ROUTE LIST WAS DEVELOPED TO MEET THE NEEDS OF THE DRIVER WHILE ON
THE ROUTE. THE LIST IS PRINTED FOR EACH ROUTE AND IS USED BY THE DRIVER TO
NOTE CHANGES ON THE ROUTE AND TO ANSWER CUSTOMER QUESTIONS. ALL CUSTOMERS ON
THE ROUTE ARE PRINTED WITH THEIR ADDRESS AND PHONE NUMBER IN THE ORDER THEY
ARE SERVICED. AGING AND OUTSTANDING INVOICES ARE PROVIDED FOR PAST DUE
CUSTOMERS.

**SCREEN DISPLAY**

######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 AGING DATE DEFAULT IS THE SYSTEM DATE. TO SELECT ANOTHER AGING
DATE, PRESS {1} THEN {ENTER}. TYPE IN THE NEW AGING DATE
AND PRESS {ENTER}.

2 ACCT TYPE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNT TYPES OR
A SINGLE ACCOUNT TYPE, PRESS {2} THEN {ENTER}. TYPE IN
THE BEGINNING ACCOUNT TYPE AND PRESS {ENTER}. TYPE IN
THE ENDING ACCOUNT TYPE AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE ACCOUNT TYPE, THE
BEGINNING AND ENDING ACCOUNT TYPE MUST BE THE SAME.

3 ROUTE DEFAULT IS "ALL". TO SELECT A RANGE OF ROUTES OR A
SINGLE ROUTE, PRESS {3} THEN {ENTER}. TYPE IN THE
BEGINNING ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ROUTE NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ROUTE, THE BEGINNING AND
ENDING ROUTE NUMBER MUST BE THE SAME.

4 PRIMARY SALESMAN DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SINGLE SALESMAN, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

5 SECONDARY DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

6 ACCT RANGE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNTS OR A
SINGLE ACCOUNT, PRESS {6} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.
8 ROUTE DAY DEFAULT IS "NO". THIS ALLOWS YOU TO PRINT A LISTING FOR
SELECTION ONE ROUTE DAY. IF YOU SELECT "ALL" FOR OPTION 3 ROUTE AND
THEN ENTER A DAY FOR THIS OPTION, A LISTING FOR ALL
ROUTES DELIVERED ON A DAY PRINT. TO SELECT A DAY, PRESS
{8} THEN TYPE IN THE DAY AND PRESS {ENTER}.

9 BEGIN PROCESSING WITH OPTIONS SHOWN

A MIN. BALANCE DEFAULT IS "O.OO" ON "TOTAL". TO CHANGE THE MINIMUM
BALANCE SHOWN THAT PRINTS ON THE REPORT PRESS {A} THEN
{ENTER}. TYPE IN THE AMOUNT AND PRESS {ENTER}.

B AGING RANGES DEFAULT IS "28- 56- 84". TO CHANGE THE AGING RANGES
PRESS {B} THEN {ENTER}. TYPE IN THE AGING RANGES YOU
WISH TO PRINT ON THE REPORT AND PRESS {ENTER}.

C INCLUDE TERMS DEFAULT IS "NO". IF YOU WISH TERMS TO BE INCLUDED WHEN
DAYS IN AGING CALCULATING THE AGING PRESS {C} THEN {ENTER}. THE
DISPLAY CHANGES TO "YES".

D OUTPUT W/P MERGE DEFAULT IS "NO". IF YOU WISH THE REPORT TO GENERATE A
FILE FILE TO BE USED AS A WORD PROCESSING MERGE FILE, PRESS
{D} THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

E DETAIL OR DEFAULT IS "DETAIL". IF YOU WISH THE REPORT TO PRINT A
SUMMARY SUMMARY INSTEAD OF DETAIL ON THE CUSTOMERS PRESS {E} THEN
{ENTER}. THE DISPLAY CHANGES TO "SUMMARY".

F PRINT A/R DEFAULT IS "NO". IF YOU WISH ANY ACCOUNTS RECEIVABLE
COMMENTS COMMENTS THAT HAVE BEEN ENTERED TO THE CUSTOMERS FILE TO
PRINT ON THE REPORT, PRESS {F} THEN {ENTER}. THE DISPLAY
CHANGES TO "YES".

G PRINT FORM DEFAULT IS "NO". IF YOU WISH A FORM LETTER TO BE PRINTED
LETTER FOR ALL CUSTOMERS THAT FIT THE AGING CRITERIA, PRESS {G}
THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

PF2 EXIT WITHOUT PRINTING

ONCE THE REPORT FINISHES PROCESSING THE "REPORT SELECTIONS MENU" APPEARS.

7.C CHECK ROUTE LINKS

THE "CHECK ROUTE LINKS" PROGRAM CHECKS THE RECEIVABLES FILES FOR THE ROUTE OR
ROUTES SELECTED TO SEE IF THE PREVIOUS AND NEXT ACCOUNT POINTERS ARE CORRECT
AND GENERATES A REPORT. THIS PROGRAM LETS YOU FIND BAD ROUTE LINKS.

**SCREEN DISPLAY**

######################################################################
REPORT OPTIONS DESCRIPTION
######################################################################
1 INSTALL DATE DEFAULT IS "00/00/00-12/31/99". TO CHANGE THE DATES,
PRESS {1} THEN {ENTER}. TYPE IN THE BEGINNING DATE AND
PRESS {ENTER}. TYPE IN THE ENDING DATE AND PRESS
{ENTER}. IF YOU WANT THE REPORT TO PRINT FOR A SINGLE
DATE, THE BEGINNING AND ENDING DATE MUST BE THE SAME.

2 ACCT TYPE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNT TYPES OR
A SINGLE ACCOUNT TYPE, PRESS {2} THEN {ENTER}. TYPE IN
THE BEGINNING ACCOUNT TYPE AND PRESS {ENTER}. TYPE IN
THE ENDING ACCOUNT TYPE AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE ACCOUNT TYPE, THE
BEGINNING AND ENDING ACCOUNT TYPE MUST BE THE SAME.

3 ROUTE DEFAULT IS "ALL. TO SELECT A RANGE OF ROUTES OR A SINGLE
ROUTE, PRESS {3} THEN {ENTER}. TYPE IN THE BEGINNING
ROUTE NUMBER AND PRESS {ENTER}. TYPE IN THE ENDING ROUTE
NUMBER AND PRESS {ENTER}. IF YOU WANT THE REPORT TO
PRINT FOR A SINGLE ROUTE, THE BEGINNING AND ENDING ROUTE
NUMBER MUST BE THE SAME.

4 PRIMARY SALESMAN DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SINGLE SALESMAN, PRESS {4} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

5 SECONDARY DEFAULT IS "ALL". TO SELECT A RANGE OF SALESMEN OR A
SALESMAN SINGLE SALESMAN, PRESS {5} THEN {ENTER}. TYPE IN THE
BEGINNING SALESMAN NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING SALESMAN NUMBER AND PRESS {ENTER}. IF YOU WANT
THE REPORT TO PRINT FOR A SINGLE SALESMAN, THE BEGINNING
AND ENDING SALESMAN NUMBER MUST BE THE SAME.

6 ACCT RANGE DEFAULT IS "ALL". TO SELECT A RANGE OF ACCOUNTS OR A
SINGLE ACCOUNT, PRESS {6} THEN {ENTER}. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS {ENTER}. TYPE IN THE
ENDING ACCOUNT NUMBER AND PRESS {ENTER}. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE ACCOUNT, THE BEGINNING AND
ENDING ACCOUNT NUMBER MUST BE THE SAME.

7 ALPHA / NUMERIC DEFAULT IS "NUMERIC". PRESS {7} THEN {ENTER} IF YOU WANT
THE REPORT TO BE PRINTED IN ALPHABETIC ORDER INSTEAD OF
NUMERIC BY ACCOUNT NUMBER. THE DISPLAY CHANGES TO
"ALPHA".
8 CANCEL RANGE

9 BEGIN PRINTING WITH OPTIONS SET

PF2 EXIT WITHOUT PRINTING

A PRINT ACCOUNT DEFAULT IS "NO". IF YOU WANT THE ADDRESSES OF THE
ADDRESSES CUSTOMERS TO PRINT ON THE REPORT PRESS {A} THEN {ENTER}.
THE DISPLAY CHANGES TO "YES".

B PRINT ACCOUNT DEFAULT IS "NO". IF YOU WHAT THE TWO LINES OF COMMENT IN
2-LINE COMMENTS THE CUSTOMERS MASTER FILE TO PRINT ON THE REPORT, PRESS
{B} THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

C PRINT SECOND DEFAULT IS "NO". IF YOU WANT THE SECOND TELEPHONE NUMBER
TELEPHONE NUMBER FIELD OF THE CUSTOMERS MASTER FILE TO PRINT, PRESS {C}
THEN {ENTER}. THE DISPLAY CHANGES TO "YES".

1 LINE FORMAT ??

INCLUDE ONLY INACTIVE/DELETED

ZIP CODE

ADDRESS LINE 1

ADDRESS LINE 2

PHONE NUMBER
^L
7.E PRINT ROUTE SET-UP

THE "PRINT ROUTE SET-UP" PROGRAM PRINTS A SHORT LISTING OF THE ROUTES SET UP
IN THE SYSTEM WITH THE FIRST CUSTOMER NUMBER AND NAME FOR EACH ROUTE.

THE PROGRAM EXECUTES WHEN SELECTED.

AS SOON AS THE LISTING FINISHES PROCESSING THE "REPORT SELECTIONS MENU"
APPEARS.