Activant Dimensions Getting Started

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GETTING

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Activant Solutions, Inc.

Dimensions 14

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Page 2 Activant Solutions, Inc. reserves the right to make changes in specifications and other information in this document without prior notice, and you should in all cases consult Activant Solutions, Inc. to determine if such changes have been made. In no event shall Activant Solutions, Inc. be liable for any incidental, indirect, special or consequential damages whatsoever (including but not limited to lost profits) arising out of or related to this document or the information in it.
Page 3: Table Of Contents
GETTING STARTED USER MANUAL DIMENSIONS 14 TABLE OF CONTENTS Introduction to Getting Started ..........1 About This Manual ......................1 Pick a System Manager ....................1 Ordering Forms, Paper & Supplies ................2 Implementation Process ....................3 The Phases of Implementation ..................3 Hotline Support........................
Page 4 Table of Contents M ............................. 35 System Prompts - Unix......................36 exit........................... 36 m............................36 User Groups - SuperDOS ..................... 37 File Structure ......................... 38 File ..........................38 Record ..........................38 Field ..........................39 Key ..........................39 File Maintenance Guidelines ..................... 40 Edit Options (A,V,E,?)....................
Page 5 Table of Contents Deleting Customers ....................... 85 Values Worksheet ......................86 A/R Values Load Form....................94 Entering Values for Customers..................96 Entering Variable File Information................100 Doing A/R Cutover ....................... 112 Customer Inquiry......................130 Sample Customers ....................... 135 Accounts Receivable Exercises..................141 Chapter 5.
Page 6 Table of Contents Flow of G/L Data ......................280 Getting G/L Started......................281 Determining G/L Posting Method for Sales ...............281 Deciding Which Chart of Accounts to Use..............284 Getting into G/L ......................285 Changing GM1 Descriptions ..................287 Adding GM1 Balances ....................289 Printing Financial Statements..................295 Sample General Ledgers....................300 Chapter 8.
Page 7 Table of Contents Menu Selection ......................377 Standard Printer Settings (Okidata emulation)............377 OKIDATA 320/321 ......................378 Menu Selection ......................378 Standard Printer Settings (Okidata emulation)............378 OKIDATA 3410 - PARALLEL & SERIAL ................. 379 Menu Selection ......................379 Standard Printer Settings (Okidata 3410-Parallel & Serial) ........380 Printer Trouble Shooting ....................
Page 8 Table of Contents Print Menus ........................461 Part 3: Error Messages.......................462 System Failures .......................462 Exception Errors......................462 BASIC & SuperDOS Errors ....................463 Program Errors ........................464 Miscellaneous Error ......................464 Part 4: What to Do in Case of … ..................465 Power Failure........................465 Electrical Storm .......................466 Part 5: Variable File Options for Inventory &...
Page 9: Introduction To Getting Started
Getting Started is a comprehensive guide that contains the procedures you need to get the Dimensions system started. To help you learn and use the software efficiently, this manual is organized by module. Each chapter contains information on starting a different module.
Page 10: Ordering Forms, Paper & Supplies
Price stickers and bin labels Mailing labels At the time contracts are signed and processed, a document specialist and inside sales rep from Document Solutions are assigned to you. The document specialists for Dimensions are: Linda Byrne (800) 569-6309 #5533 Bernice Murdock...
Page 11: Implementation Process
These categories are only guidelines. Sometimes circumstances may dictate significant changes to the implementation process. Dimensions will be as flexible as possible and make every effort to perform the installation according to your individual needs.
Page 12: Hotline Support
You will have a special team of support analysts assigned to you during your initial months of training. They are experts in training on all aspects of the Dimensions system. Call hotline support at 1-800-755-5911 and enter extension 173. The support operator will take your call and log it into our call tracking system.
Page 13: Chapter 1. Hardware Training
See the following parts for an introduction to the hardware used in your system: Site Planning Guide Temperature & Humidity Requirements Adequate Air Flow & Cooling Noise Power Requirements Electrical Considerations Phone Requirements Places to Avoid Placing the Computer Cabling Computer Hardware Components Descriptions & Illustrations Care & Cleaning Dimensions 14...
Page 14: Site Planning Guide
Site Planning Guide Temperature & Humidity Requirements With few exceptions, you will find your Dimensions system undemanding in its physical needs. The computer will operate properly at approximately the same temperature that people enjoy. While the hardware is operating, it must be in an area with a temperature range of 41 to 95 degrees Fahrenheit.
Page 15: Electrical Considerations
At times during support calls, you will need to be seated at the main CPU. This is a great help to you and the Dimensions support staff. Dedicated Date Line Requirements Digital point to point leased lines...
Page 16: Places To Avoid Locating The Computer
Compatible modem is MultiTech MT2834BL Other configurations (such as T1 and Frame Relay) using existing equipment or lines are possible and will be judged on a case-by-case basis. Dimensions will work closely with you and the local phone company in such instances to determine solutions.
Page 17: Cabling
6. You may want to consult with your local building inspector or contractor to insure you are meeting all building codes. 7. Each cable must be numbered on each end with stickers or tape. Dimensions prefers that the numbering begin with 3 and go up from there. For example:...
Page 18 10. If the cable run is over 200 feet, you may need a signal booster. If the cable needs to be run outdoors or underground, special cable may be needed. Please consult Dimensions in these circumstances. 11. As a final note, please do not consider these cable runs to be permanent. Even the most careful preparation cannot take into account all possible variables.
Page 19: Computer Hardware Components
The following descriptions and illustrations will help you get a picture of what the computer system will look like and how much room is needed for each piece of equipment. It is a general guide for the dimensions of common computer hardware used in the Dimensions system.
Page 20 The tapes are also portable but they can contain much more information than can be kept on a floppy disk. The backup tapes must be compatible in size and storage capacity depending on the type of tape drive. Dimensions of a typical tape drive 4.00" high 6.50" wide 14.00"...
Page 21 It provides enough time to appropriately shut down the computer if needed. Dimensions of a typical UPS 5.50" high 10.00" wide 16.00"...
Page 22 Chapter 1. Hardware Training Concentrator A concentrator is a complete subsystem with 16 RS-232 asynchronous serial ports for communication with the host CPU that allows terminals and printers to function. Dimensions of 16-port concentrator 2.25"high 12.00"wide 7.00"deep Terminal (CRT) This peripheral device allows information to be sent to the user from the computer and to the computer from the user.
Page 23 A slave printer can print the information showing on the terminal screen from which it is slaved, otherwise known as a “screen dump.” There are many different kinds of printers. Here are examples of the common printers Dimensions uses. Dimensions of Okidata 320/520 6.00" high 17.00" wide 14.50" deep...
Page 24: Care & Cleaning
19.25"wide 9.00"deep Care & Cleaning Your Dimensions hardware is extremely well-constructed and durable. If you provide it with some basic care that your give other office equipment, it will perform satisfactorily for years. Many problems result from improper or inadequate preventative maintenance on your computer equipment. The following procedures will save you time, effort, and money in keeping your equipment in good running order.
Page 25 This may cause the drive to be unable to read the information or data that is stored on a diskette. It is recommended that you clean the drive before loading a Dimensions release or copying any data to a diskette to make sure the drive is functioning properly.
Page 26 Wipe left to right or front to back only. Step 6. Allow the tape drive to dry for 10 minutes after cleaning before inserting a tape cartridge. This will give enough time for all traces of alcohol to evaporate completely. Dimensions 14...
Page 27 Also, it is important to use the proper tape cartridges for your drive. If you are unsure as to which type of cartridge to use, call Dimensions. Using a different type of cartridge can damage the heads on the drive.
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Page 29: Chapter 2. System Training
“Live” data vs. “Play” data Menus Keyboard System Prompt - SuperDOS System Prompt - Unix User Groups - SuperDOS File Structure File Record Field File Maintenance Guidelines Printing Report Batches On-Line Help System Guidelines for Backup Conventions Used in the User Manuals Dimensions 14...
Page 30: Booting Up The System - Superdos
SuperDOS partition (area) which contains the Dimensions system. On rare occasions you might boot to the DOS partition--only if directed by Dimensions support or if you wish to access a program running under DOS. If no response is made within 10 seconds, the computer automatically boots to the SuperDOS system, taking the displayed response.
Page 31 A “cold” boot means to turn off the CPU and turn it back on again. A “warm” boot means to enter the command boot or reboot from the SuperDOS prompt under a level 7 password. Do not sign on until after the system monitor is at the password screen. Dimensions 14...
Page 32: Booting Up The System - Unix
A “cold” boot means to turn off the CPU and turn it back on again. A “warm” boot means to enter the command shutdown +0 –r for AIX or shutdown g0 –y for SCO under the root directory. Do not sign on until after the system monitor is at the login screen. Dimensions 14...
Page 33: Passwords - Superdos
You are provided a set of standard passwords to be used when setting up the system. You must keep track of your passwords especially if you change the standard passwords. Dimensions cannot assume responsibility for changed passwords.
Page 34: Live" Data Vs. "Play" Data
Be sure to know which password you are using. REMEMBER: Live and play passwords are different. They access different sets of files. The play account allows you to practice using the play files. Be sure you know which password you are using. Dimensions 14...
Page 35: Menus
(10.0). The center of the screen contains the body of the menu. Menu option 1 is highlighted in reverse video. Since Dimensions is menu- based software, programs are run by selecting an option from a menu of options.
Page 36 Chapter 2. System Training A Final Note on Menus Dimensions reserves the right to change menus at any time. Therefore when you receive updates to programs or a completely new release of the software, you are most likely to see new menus. The menus must change to include new programs but often they change for other reasons.
Page 37: Passwords - Unix
You must keep track of them especially if you change the standard logins/ passwords. Dimensions cannot assume responsibility for changed logins/ passwords. This is the login screen. AIX Version 4 (C) Copyrights by IBM and by others 1982, 1996.
Page 38: Live" Data Vs. "Play" Data
REMEMBER: Live and play passwords are different. They access different sets of files. The play account allows you to practice using the play files. Be sure you know which password you are using. Dimensions 14...
Page 39: Menus
(10.0). The center of the screen contains the body of the menu. Menu option 1 is highlighted in reverse video. Since Dimensions is menu- based software, programs are run by selecting an option from a menu of options.
Page 40 Chapter 2. System Training A Final Note on Menus Dimensions reserves the right to change menus at any time. Therefore when you receive updates to programs or a completely new release of the software, you are most likely to see new menus. The menus must change to include new programs but often they change for other reasons.
Page 41: Keyboard
You may also see other references to this key on the screen and in the user manuals such as <UpA> or <Up Arrow>. They all mean the same thing. Dimensions 14...
Page 42 The program will always display when this option is valid (i.e., ). You must always press the Enter key after E=END entering E to end. Terminates input for a field but leaves all the remaining characters past the cursor intact. Dimensions 14...
Page 43: System Prompt (>) - Superdos
Make sure to leave a space after BYE and before the new password. “M” stands for menu. When entered at the system prompt and followed by pressing Enter, this command displays the Dimensions Main Menu again (or the last menu displayed before falling out to the system prompt).
Page 44: System Prompts - Unix
One of these symbols appears on the far left side of the screen after you enter a valid password indicating you have logged in successfully or after ending from the Dimensions Main Menu indicating you are ready to log off the password. It indicates that Unix is ready for you to enter the next command.
Page 45: User Groups - Superdos
Some user groups are not used at all. Current data 5:21 Year end data from last year end processing 5:31 Last month’s data from month end processing 5:51 Programs and menus 5:54 Play company data Operating system NOTE: User group can be abbreviated simply “ug.” Dimensions 14...
Page 46: File Structure
Data files contain a variety of information depending on the file: customers, vendors, invoices, payments, inventory items, journal entries, and so forth. A basic understanding of simple file structure is useful as you learn the Dimensions system. The following terms are used when dealing with files.
Page 47: Field
Customer reports can be printed in either customer number or name order. Also you can enter the customer number or name to have t computer display further infor mation about that customer. Dimensions 14...
Page 48: File Maintenance Guidelines
Chapter 2. System Training File Maintenance Guidelines Certain file maintenance programs in the Dimensions system use the following edit options to add, change, delete and view information in the particular file you have selected. When you enter a maintenance function with these options, the...
Page 49 View the PREVIOUS record. You must VIEW a record first before you can go to the previous record. This option allows you to END the program or procedure. You are returned to the previous menu to make another selection. Show HELP message (not available). Dimensions 14...
Page 50: Printing Reports
Enter the last customer you wish to appear on the report. Or press Tab to use all remaining customers. If you wish to print the report showing only one customer, enter the same number (or name) in both Beginning parameters. Ending Dimensions 14...
Page 51 The computer displays a list of printers starting with the closest match to the one you entered. For example: +-------Printer Ports---------+ BRUCE’S OFFICE SYSTEM PRINTER SYSTEM PRINTER #2 +-----------------------------+ Scroll / Select - Printer Ports Jump To Dimensions 14...
Page 52 E and press Enter to end the report and return to Step 1. 7 After the computer prints the report, you are returned to Step 1 to select other input parameters and print again or E to end the report printing process. Dimensions 14...
Page 53: Batches
Check the date as displayed in the upper right hand corner of the screen. All the entries in this batch will be assigned this date. Change if necessary. Enter the number for and press Enter. Then enter the correct date in the Change Date standard date format (mmddyy). Dimensions 14...
Page 54 9 Update the batch according to normal procedures for the task. The update will make journal entries into the General Ledger. 10 Print the G/L Entries report (GPOST). 11 Print any other reports on the menu and file together. Dimensions 14...
Page 55: On-Line Help System
Flipscreen is optional software that must be purchased. If you do not have Flipscreen and would like more information, contact Dimensions, Inside Sales Department. On-Line Help Files Standard on-line help text is stored in HLPSTND.D and its index HLPSTND.I1.
Page 56: Using On-Line Help Programs
Custom Help The On-Line Help system comes set up with a standard set of information that relates to all Dimensions customers. In addition, you can create your own custom help screens if certain fields require further procedures or instructions specific to your company.
Page 57 Add New Inventory Item IM1 item maintenance program. Dimensions 14...
Page 58: Guidelines For Backup
(CPU, disk, monitor, printers, terminals, and so forth) can be replaced if damaged. The only thing Dimensions cannot replace is your data. We can give you a new operating system and new programs but we cannot replace your data.
Page 59: How Do I Care For The Tapes
2 Sign on with the manager password. 3 Put the next sequenced tape into the tape drive and shut the tape drive door. 4 From the on the computer, select 7 for Dimensions Main Menu Day End/Month End/Year 5 Select 1 for Day End...
Page 60: Conventions Used In The User Manuals
33.Install Pmt 34.SSN # 35.Resale Price Level 36.Delivery Zone 37.Route Difficulty 38.Map Code 39.Ship To 1 40.Ship To 2 41.Ship To 3 42.Builder's Club # 43.Email 44.Cell Phone 45.Message/Note 1 46.Message/Note 2 47.Message/Note 3 <Esc>=End <F1>=Help <UpA>=New Job Dimensions 14...
Page 61 NOTE: An "old" batch has entries in it that have not been updated. Unless you are adding to an old batch, you should be careful to complete an old batch by updating and printing the reports before entering a new batch. Dimensions 14...
Page 62 Chapter 2. System Training This page intentionally left blank. Dimensions 14...
Page 63: Chapter 3. "Go Live" Tracks
This section will help you formulate your plan for the next few weeks. Using the checklists that follow this page, decide when you will “go live” on the Dimensions system for the following areas. Write down your estimated dates.
Page 64: A/R Invoice Posting
3. The Variable File records must be set up (terms, sales tax information, customer classes, assigned and written by salesman numbers/names, etc.). 4. Decide the go live date for A/R invoice posting. You will probably want to do this at the end of a month, quarter, or year. Dimensions 14...
Page 65 Totals File. The easiest way to do this is to clear T2ssyy totals and re-enter the beginning A/R balances (today, MTD, YTD). Contact Dimensions for specific instructions. 8. Run a day end, either manually of with the DE project. Watch carefully for any errors or problems backing up, printing reports, or updating.
Page 66: Point Of Sale (Computer-Generated Invoices)
A/R invoices, just complete the following steps. 2. Enter all inventory items. This can be done through a conversion from a previous computer system, the commodity list provided by Dimensions, or entering each item through file maintenance. 3. Enter and check all prices and costs. Print a price book if desired.
Page 67 If you use the receiving system, you can also create invoices in A/P and write checks (see Accounts Payable). Even though you will not be controlling quantities, sales will reduce stock and receipts will increase stock. These quantities will be meaningless until you take a physical count. Dimensions 14...
Page 68: Inventory Control With Physical Count & Purchasing/Receiving
You are also in a position to bring up other inventory sub-systems such as inventory adjustments, fabrication, serial number control, suggested orders, on-line ordering, multiple vendors, and multiple locations. Dimensions 14...
Page 69: Accounts Payable
At month end, you should print the Invoices Due Report and the Receipts Not Invoiced Report for comparison. Then make sure the calendar month is correct in the new month (gets changed during the Totals month end update). Dimensions 14...
Page 70: General Ledger
“What needs to be done before going live with a new G/L chart of accounts.” 3. Make the minor changes in the G/L Master File (GM1.D) and the G/L Format Master (GM2.D) if necessary. Dimensions 14...
Page 71 D. Inventory, G/L Integration. Identify and enter the G/L account numbers for every group for: Inventory adjustments Inventory adjustments to physical E. Inventory, Other Options, Fabrication. Identify and enter the G/L account numbers for every group for: Inventory fabrication Dimensions 14...
Page 72 You must also perform procedures at year end to prepare the G/L files for the next fiscal year. Dimensions 14...
Page 73: Chapter 4. Accounts Receivable
Assign customers the 8 values defined above. NOTE: If you ordered a file conversion for A/R, this may be done for you automatically depending on whether or not it can be converted. Dimensions 14...
Page 74 DATA LOAD Enter the A/R balances using the A/R Cutover procedure. Print an Aging Report on Dimensions system. Reconcile balances between old system and Dimensions system. Correct any differences. STEPS TO MAINTAIN A/R INTEGRITY Enter invoices and returns daily either through Point of Sale or Invoice Posting.
Page 75: Customer Files
Price Level Address Class Phone Number Terms Contact Person Tax Code A/R Group Credit Limit It also contains customer balances, which are updated during normal invoice and cash receipt processing. The other files in A/R serve other functions: Dimensions 14...
Page 76 (authorized names of - invoices entered name & address buyers) for each as a batch then - original contractor customer. posted to name & address customer - construction lender Checked at POS accounts name & address k d t POS Dimensions 14...
Page 77: Getting A/R Started
Leads you through making the appropriate entries in the Entering Variable File Variable File for “going live”. Information Helps you enter beginning A/R balances for customers on Doing A/R Cutover the Dimensions system in preparation for "going live". Dimensions 14...
Page 78: Basic Customer Data
5. If you ordered a file conversion for A/R, you also won't need to fill out load forms. Dimensions will work with you to make sure your new system will contain the proper information. You should read through this section to gain a basic knowledge of what the customer fields contain, even if you are doing a file conversion.
Page 79 CONTACT__________________________________________ TAX NO____________________________________ CREDIT CONTACT___________________________________ FAX NO____________________________________ CUST NO_________________________ NAME______________________________________________________ ADDR 1 (PO BOX or ATTN) _________________________________________________________________________ ADDR 2 (STREET ADDRESS) ______________________________________________________________________ ADDR 3 (CITY, STATE) ___________________________________________________________________________ ZIP CODE _____________________________ PHONE______________________________________________ CONTACT__________________________________________ TAX NO____________________________________ CREDIT CONTACT___________________________________ FAX NO____________________________________ Dimensions 14...
Page 80: Numbering Accounts
702-222-4444 Numbering Accounts Organizing customer accounts with the Dimensions system helps save you time and effort. Each customer account is assigned a customer number. You type the information once and then when you need to use it you can call it up by number or by name.
Page 81 HELPFUL TIP: You don't have to keep the customers in alphabetical order because the system lets you look up by number or by name, but Dimensions recommends you start out with an organized list as much as possible. Company names are alphabetized by the first letter of the first name. For...
Page 82 Separate cash and charge customers for special quotes such as decks, sheds, houses, etc. Special "spiff" customer to be used when creating a spiff as a quote first. A spiff is a group of items on sale with a specified beginning and ending date. Dimensions 14...
Page 83: Getting Into A/R
1 For SuperDOS systems, start at the screen: PASSWORD WELCOME TO DIMENSIONS SuperDOS Password ..Or for Unix systems, start at the login screen: Enterprise Computer Systems Inc. slc-aix02.slc.ecs-inc.com login: Sign on with the password/login provided by your Dimensions support analyst or installer. Dimensions 14...
Page 84 Chapter 4. Accounts Receivable 2 The computer displays the DIMENSIONS MAIN MENU +-----------------------------------------------------------------------------+ DIM11 DATA === DIMENSIONS MAIN MENU === | 11.0 | +-----------------------------------------------------------------------------+ 1. Sales 2. Inventory 3. Accounts Receivable 4. Purchasing & Receiving 5. Accounts Payable 6. General Ledger 7.
Page 85: Adding Customers
Load Form or whatever source you have for customer information), enter the for the customer you are setting up and press Enter. 4 Next, enter the customer name ( 2. Name 5 Continue entering the rest of the information for the customer up through 9. Tax Dimensions 14...
Page 86 This information comes from the Customer Misc. File (CM2.D). Enter A if you wish to add any signatures (names of customers who are authorized to make purchases for this customer). Or enter E to end this screen and continue to Step Dimensions 14...
Page 87 11 When there are no more customers to be entered, press Esc at to return 1. Cust No to the previous menu. NOTE: For a complete listing of each field on this screen, see Appendix C. Field Definitions, Add New Customers. Dimensions 14...
Page 88: Changing Customer Information
. The cursor moves to field 2, . Enter the new value for this field (C)=Change Name and Enter to move to the next field. Or press Tab to go to the next field without changing the value. Dimensions 14...
Page 89 Step 14. 14 The computer asks: OK to Save Changes (Y/N) Enter Y to save the changes you made or N to not save them. 15 Return to Step 5 to select another option. Dimensions 14...
Page 90: Printing Customers
| 22. Credit Analysis & Sales Report | 23. History Reports | 24. Mechanics Lien Report +----------------------------------------------------------------------------+ Enter 1 for and press Enter. Or you can enter 3 for Name & Address Phone/Contact/Tax and press Enter. These reports contain different kinds of information. Exempt Dimensions 14...
Page 91: Report Screen
5 Then the computer asks if you want to print in compressed print: Compressed Print (Y/N): Enter Y and press Enter. This will fit the report on 8-1/2x11” paper. Dimensions 14...
Page 92 MARSHA REED 1060.000 BRODERICK AND ZARBOCK PLUMBING 572-1258 JOHN ZARBOCK 1070.000 CHRISTENSEN/DAVID 485-1187 1080.000 CLASSY BUILDERS 254-0484 JANICE SMYTHE 1080.899 CLASSY BUILDERS 254-0484 JANICE SMYTHE 1080.900 CLASSY BUILDERS 254-0484 JANICE SMYTHE 1090.000 CONSTRUCTION ADVISORS 583-8043 OLY BENNETT etc. Dimensions 14...
Page 93: Deleting Customers
5 Repeat Steps 2 and 3 for each customer you need to delete. When you are done, press Esc at . You are returned to the previous menu. Customer 6 Add the customer(s) again. See ADDING CUSTOMERS. Dimensions 14...
Page 94: Values Worksheet
Dimensions system. Even though there is a lot of information contained in this file, only certain fields need to be set up initially until you are ready to bring the inventory on line or wish to use more sophisticated features of the Accounts Receivable system.
Page 95 These are the different customer classes you have. You can have up to 99 customer classes. The computer uses customer class information for sales analysis. Categorize the type of customers you normally do business with. Usually pricing strategies are matched to customer classes. Dimensions 14...
Page 96 10-99 and are set up in a price matrix. For now, take your customer classes as entered above and describe your pricing policies for each. A few examples are included to get you started. Dimensions 14...
Page 97 These are the terms you extend to your customers for prompt payment such as 2% 10th, Net 30, COD, etc. You can have up to 99 different types of terms depending on your company policies. Each type of terms is assigned a code number (called “terms code”) and the specifications highlighted below. Dimensions 14...
Page 98 Jun 17, the invoice is due on July 17. Do I charge finance charges on overdue accounts? If yes, you will need to define the next 2 fields for the finance charge calculation. If no, skip the next 2 fields. Dimensions 14...
Page 99 Enter the number of days after the invoice date through which a prompt payment discount is allowed (i.e., 10 which means 10 days from the invoice date). For example if the invoice date is June 17, the discount date is June 27. Dimensions 14...
Page 100 The computer can handle up to 999 different tax codes. It uses taxable and non-taxable data for sales analysis purposes. For now, describe the different ways your business has to deal with sales tax. A few examples are given to get you started. Dimensions 14...
Page 101 If a customer has no credit, make the credit limit= (for $1.00). CAUTION: If you do not specify an amount for a credit limit, the computer interprets that as unlimited credit. Be sure to be thorough when assigning credit limits. Dimensions 14...
Page 102: A/R Values Load Form
You will use these forms to enter the information into the computer. Or if you are coming from a previous computer system, print out your customer lists and make notations of any needed changes and modifications. Dimensions 14...
Page 103 Chapter 4. Accounts Receivable A/R VALUES LOAD FORM ASSIGNED PRICE CREDIT CUST NO CUSTOMER NAME GROUP SALES REP CLASS LEVEL TERMS CODE LIMIT/TYPE Page _______ Dimensions 14...
Page 104: Entering Values For Customers
Load Form is filled out in customer number order, use this method. Your entries will go much faster. . Same as option 2 except uses 3=Automatically Select Next Customer in NAME Order customer name order. End this program and return to the previous menu. E=END. Dimensions 14...
Page 105 10 Repeat Steps 6-9 for all customers needing changes. If you do not wish to change any more customers, press Esc until you return to the Accounts Receivable Menu 11 If you wish, print report #3, Phone/Contact/Tax Exempt, from the A/R Reports Menu to give your work a final check. Dimensions 14...
Page 106 32-Last Pur Dt (MMDDYY) ¦ ¦ 11-AR Type(B,O,R) 22-Class (1-99) 33-Lien Date (MMDDYY) ¦ ¦ 12-TAX Type (R,S) 23-Credit Hold (0-99) 34-Lien Invoice ¦ ¦ 13-Each Pricing (Y/N) 24-Terms (1-99) 35-High Bal Dt (MMDDYY) ¦ +-------------------------------------------------------------------------+ <UpA>= View Additional Fields Dimensions 14...
Page 107 ***Now replacing fields ---PLEASE WAIT *** When completed, the computer returns you to Step 3 ( ) to enter Beginning Cust No another range of customers to change. Or press Esc to end this process and return to the previous menu. Dimensions 14...
Page 108: Entering Variable File Information
See Steps 3-8. 1. Terms Information See Steps 9-19. 2. Statement Information See Steps 20-46. 4. Descriptions See Steps 47-56. 6. G/L Integration See Steps 57-64. 7. Miscellaneous Codes Steps 3-8: TERMS INFORMATION 3 Select 1 for Terms Information Dimensions 14...
Page 109 Enter either the actual discount date (mmddyy) or the 16. Discount Date/Days number of days from the invoice date (see page 90). Enter the discount percent for the prompt pay discount 17. Discount % (#1) calculation (see page 91). Dimensions 14...
Page 110 Enter Y if all entries are correct. Or enter N to not make the changes. You can also change this entry for all stores. After reviewing or changing statement messages, select E for and return to the A/R Statement Information Menu Dimensions 14...
Page 111 Enter up to 5 characters (including spaces) for the late charge description printed in the invoice detail area of the statement. For example: F/C, S.C., LATE. This description also appears in the recap of aging printed below the detail lines on the statement. Dimensions 14...
Page 112 <Esc>=End <F1>=Help The cursor is positioned at If there are some 1. Customer Class Number (1-99). customer classes entered already, the last used number is also displayed. Enter the customer class number you wish to add or change. Dimensions 14...
Page 113 <F1>=Help The cursor is positioned at If there are some credit hold 1. Credit Hold Number (1-99). descriptions entered already, the last used number is also displayed. Enter the credit hold number you wish to add or change. Dimensions 14...
Page 114 A/R Descriptions Menu ASSIGNED SALES REP 36 Assigned sales rep descriptions are set up in the Variable File for Sales. Press Esc until you see the DIMENSIONS MAIN MENU 37 Select 1 for then 7 for Sales Sales Variable File 38 Select 5 for .
Page 115 Or if the rep number does not already exist, the program continues by displaying: Record Doesn't Exist - (A)dd Record (V)iew Next Record (E)nd Enter A if you wish to add a new record. (Or enter V if you wish to view the next record in the REP.D file.) Dimensions 14...
Page 116 Press Esc again until you get Assigned Sales Rep Number back to the DIMENSIONS MAIN MENU Steps 47-56: G/L INTEGRATION There are 4 areas of G/L integration that need G/L numbers: A/R Groups, Cash Receipts Bank, A/R Discounts, and Finance Charges Applied.
Page 117 G/L asset account. For this example, the standard chart of accounts is used and all bank numbers use the same G/L account. Change if needed. Dimensions 14...
Page 118 The cursor is positioned at . Enter one of the 1. Print Discount Amount on Invoices following options: Print discounts on both invoices and returns at POS. N = Do not print discounts. R = Print discounts on invoices but not returns. Dimensions 14...
Page 119 Enter Y if the entry is correct. Or enter N to not make the changes. You can also change this entry for all stores. 63 Press Esc to return to the previous menu. 64 You are done entering the Variable File information for Accounts Receivable. Press Esc until you return to the DIMENSIONS MAIN MENU. Dimensions 14...
Page 120: Doing A/R Cutover
2. Assigned Sales Rep Descriptions 6. If you will be using POS/Order Entry to enter sales, enter the Variable File information for sales features. See Chapter 8, Point of Sale (POS), for more complete information on setting up for entering sales. Dimensions 14...
Page 121 31-60 days past due 61-90 days past due Over 90 days past due Finance charges (if available) 1 On the Dimensions system, sign on with a manager password provided by your support analyst or installer. 2 The computer displays the Enter 3 for DIMENSIONS MAIN MENU.
Page 122 7 The computer displays the corresponding customer name. Verify it before continuing. Balance Due: Enter the total balance of the account from the old system (total balance = current + 30 days + 60 days + 90 days + over 90 days + finance charges). Dimensions 14...
Page 123 Enter Y only if you are sure you wish to continue. You cannot abandon this procedure in the next step. Dimensions 14...
Page 124 If you have been careful in your data entry, there should be no need to make corrections. If you do need to make corrections, re-do Steps 5-21, making the necessary changes.. 22 Return to the Balance Forward Customers Menu Dimensions 14...
Page 125 Enter the day of the month the majority of your invoices are due (i.e., 10 for the 10th, 25 for the 25th). It is likely that most of your balance forward customers are due on the same day. Dimensions 14...
Page 126 1 for as many transaction as needed. Wait until all customers are processed. 31 You are returned to Step 25 to end this procedure. Return to the Balance Forward Customers Menu. Steps 32-38: PRINT AGING - WITH RECALCULATION 32 Select 5 for Print Aging - With Recalculation Dimensions 14...
Page 127 Step 2: Generate aging buckets for non-revolving customers. Do you wish to continue (Y/N)? Enter Y to continue with the aging process. Or enter N to return to Step 35 to enter another aging date or Esc to exit this program. Dimensions 14...
Page 128 40 Return to the (see Step 4): A/R Cutover Process Menu +-----------------------------------------------------------------------------+ DIM11 DATA A/R CUTOVER PROCESS | 11.0 | +-----------------------------------------------------------------------------+ 1. Balance Forward Customers 2. Open Item Customers 3. Enter Beginning Balances +-----------------------------------------+ Enter 2 for Open Item Customers Dimensions 14...
Page 129 Or press Esc to end this process. 46 Repeat Steps 42-45 to enter the balance due for the remaining open item customers. Press Esc when done and you are returned to the Open Item Customer as in Step 41. Menu Dimensions 14...
Page 130 Enter the invoice number, return number (if applicable), debit or credit memo number for this transaction, up to 7 digits, and press Enter. Type Using the table of types displayed on the screen, enter the corresponding transaction type. Dimensions 14...
Page 131 Any other errors MUST be corrected before continuing. Please enter the drive:user group to copy the file to. 5:31 61 When done, be sure to return to the Open Item Customers Menu Dimensions 14...
Page 132 Step 2: Generate aging buckets for non-revolving customers. Do you wish to continue (Y/N)? Enter Y to continue with the aging process. Or enter N to return to Step 64 to enter another aging date or Esc to exit this program. Dimensions 14...
Page 133 Ex. ). For instructions, see Step 71 below. T20101.D 71 Enter sales totals: A. Still under a manager password, return to the DIMENSIONS MAIN MENU B. Select 1 for Sales C. Select 9 for Sales Special Maintenance D. Select 3 for Totals E.
Page 134 5. Finance Charge Paid 6. Finance Charge Written Off 7. G/L Adjustments 8. Statement Discounts 9. Cash Receipt Bank Totals Include Sales Not Shown Enter Line To Change <Esc>=End , enter 1 for Enter Line To Change Beginning Balance Dimensions 14...
Page 135 E. Verify the due date and discount date for this terms code (fields 5 and 16). These will be the dates assigned to new transactions entered on the Dimensions system. Change if necessary (use C for or F for Change...
Page 136 (1=Jan, 2=Feb, 3=Mar, etc.). Change if necessary. This determines the accounting month for G/L postings from A/R. K. Check for each store. L. Return to the DIMENSIONS MAIN MENU 73 Print a Daily Report: A. From the , select 7 for...
Page 137 Accounts Receivable. * * * * * * * * * * * * * * * * * * * * * * * * Dimensions 14...
Page 138: Customer Inquiry
This option appears only if you are running multiple Press down arrow stores. Change the store number for the search. Or enter 0 (zero) to search all stores. Press Esc to end this option and return to the previous Press Esc menu. Dimensions 14...
Page 139 Depending on the keyboard, there are several ways of paging up: All keyboards Press the comma (,) and Enter IBM 3151 Press Shift-Home Prev PAGE Wyse terminals Press Shift-PAGE Next PCs and monitors Press Page Up Dimensions 14...
Page 140 PO BOX 357 1010.102 F P S, INC. DBA BURGER PO BOX 357 1010.328 * JONES JOB 1010.600 * SCHWEITZER JOB 1010.700 SMITH COTTAGE 1010.800 SMITH HOUSE Then use the arrow keys to highlight the desired account and press Enter. Dimensions 14...
Page 141 - Put On Credit Hold - Take Off Credit Hold - Change Credit Limit Release Code - Change Credit Limit - Credit Notes/History - Credit Contact/Fax# Option displays only if there are lienable invoices entered L)=Lien Data in the Pre-Lien system. Dimensions 14...
Page 142 See the Accounts Receivable User Manual for a complete explanation of each field and option on this screen (Section 1. A/R Procedures, A/R File Inquiry). 6 When you are done viewing the customer, press Esc to return to Step 2 to select another customer or end this process. Dimensions 14...
Page 143: Sample Customers
Example 4. Retail cash customer Terms: Net - Cash (C.O.D.) Price Level: 1 Customer Class: 1 Tax Code: 1 Salesman: 99 (house) There is also a blank load form that can be copied and filled out as needed. Dimensions 14...
Page 144 38.MAP CODE __________ 39.SHIP TO 1 _______________________ 40.SHIP TO 2 _______________________ 41.SHIP TO 3 _______________________ 42.BUILDER’S CLUB# ________________ 43.EMAIL ___________________________ 44.CELL PHONE ______________________ 45.MESSAGE/NOTE1 ________________________________________________________ 46.MESSAGE/NOTE2 ________________________________________________________ 47.MESSAGE/NOTE3 ________________________________________________________ ------------------------Credit Information ------------------------------- 1.CREDIT CONTACT ______GEORGE HILL ______________________________________ 2.FAX NUMBER ______(222)333-5678_______________________________________ Dimensions 14...
Page 145 39.SHIP TO 1 ____LOT 100____________ 40.SHIP TO 2 _MEADOW RIDGE SUBDIV.__ 41.SHIP TO 3 ___717 MEADOW CIRCLE___ 42.BUILDER’S CLUB# ________________ 43.EMAIL ___________________________ 44.CELL PHONE ______________________ 45.MESSAGE/NOTE1 ________________________________________________________ 46.MESSAGE/NOTE2 ________________________________________________________ 47.MESSAGE/NOTE3 ________________________________________________________ ------------------------Credit Information ------------------------------- 1.CREDIT CONTACT ________________________________________________________ 2.FAX NUMBER __________________________________________________________ Dimensions 14...
Page 146 38.MAP CODE __________ 39.SHIP TO 1 _______________________ 40.SHIP TO 2 _______________________ 41.SHIP TO 3 _______________________ 42.BUILDER’S CLUB# ________________ 43.EMAIL ___________________________ 44.CELL PHONE ______________________ 45.MESSAGE/NOTE1 ________________________________________________________ 46.MESSAGE/NOTE2 ________________________________________________________ 47.MESSAGE/NOTE3 ________________________________________________________ ------------------------Credit Information ------------------------------- 1.CREDIT CONTACT ______FRANK ADAMS_______________________________________ 2.FAX NUMBER _____(222)444-6790________________________________________ Dimensions 14...
Page 147 38.MAP CODE __________ 39.SHIP TO 1 _______________________ 40.SHIP TO 2 _______________________ 41.SHIP TO 3 _______________________ 42.BUILDER’S CLUB# ________________ 43.EMAIL ___________________________ 44.CELL PHONE ______________________ 45.MESSAGE/NOTE1 ________________________________________________________ 46.MESSAGE/NOTE2 ________________________________________________________ 47.MESSAGE/NOTE3 ________________________________________________________ ------------------------Credit Information ------------------------------- 1.CREDIT CONTACT ________________________________________________________ 2.FAX NUMBER __________________________________________________________ Dimensions 14...
Page 148 38.MAP CODE __________ 39.SHIP TO 1 _______________________ 40.SHIP TO 2 _______________________ 41.SHIP TO 3 _______________________ 42.BUILDER’S CLUB# ________________ 43.EMAIL ___________________________ 44.CELL PHONE ______________________ 45.MESSAGE/NOTE1 ________________________________________________________ 46.MESSAGE/NOTE2 ________________________________________________________ 47.MESSAGE/NOTE3 ________________________________________________________ ------------------------Credit Information ------------------------------- 1.CREDIT CONTACT ________________________________________________________ 2.FAX NUMBER __________________________________________________________ Dimensions 14...
Page 149: Accounts Receivable Exercises
7. Add a tax code. The G/L account is 2380 and the tax is 5%. 8. Change the credit limit type field on the main account for Angie Smith Construction to use T (total job balances plus on order amount plus account balances) to see if limit has been exceeded. Dimensions 14...
Page 150 Chapter 4. Accounts Receivable This page intentionally left blank. Dimensions 14...
Page 151: Chapter 5. Inventory
Understand the structure of the item number. NOTE: If you ordered a file conversion for inventory, this may be done for you automatically depending on whether or not it can be converted. DATA LOAD Enter department descriptions. Enter group and section descriptions. Dimensions 14...
Page 152 Field to Field. This information is also stored in the Inventory Store File (IM2). Do an inventory file inquiry or print a price book to check prices and costs. If needed, make corrections as determined by the inquiry or price book. Dimensions 14...
Page 153 3. Inventory items are well prepared. 4. Costs and prices are set up. 5. Future items fit easily into the correct group and section. 6. Bid and matrix pricing are much more effective and organized. 7. Suggested ordering is much easier and effective. Dimensions 14...
Page 154: Inventory Files
There is one record per item per store. If you are running with multiple stores, IM2.D will be larger than IM1.D The other files in inventory serve other functions: Dimensions 14...
Page 155 - count quantity - count quantity IM7ss.D as well a - count cost - count cost count update date for - tally by length - etc. history purposes. - location Deleted when next count file is built Dimensions 14...
Page 156 Holds a record for a ticket. inventory items. the changes before each item per trans- updating the items action showing throughout the quantity, cost, and inventory and sales value that was added files. to or subtracted from in entor Dimensions 14...
Page 157: Getting Inventory Started
Shows you how to perform an inquiry on any inventory Inventory Inquiry item, displaying it on the screen. Also explains how to search for and select an item. Presents 7 different items and how they are set up using Sample Items the Add New Items screen. Dimensions 14...
Page 158: Numbering Inventory
60,000 items in your store, it would be impractical to start with number 1 and end with number 60000. So Dimensions has designed the item number to function as an organizational tool for inventory. The item number has some...
Page 159 The groups themselves can be combined into departments for sales reporting purposes. A department number is assigned each group. Then the department descriptions are defined in the Variable File, Misc. Descriptions. You will do this later in Entering Dept, Group, and Section Descriptions. Dimensions 14...
Page 160 For example, group 51, DIMENSIONAL LUMBER, might have the following sections: SECTION DESCRIPTION STUDS-DIM. DOUG FIR-DIM. HEM FIR-DIM. FIR LARCH-DIM. SPRICE/PINE/FIR-DIM. SO. YELLOW PINE-DIM. WHITE WOOD-DIM. MIXED SPECIES-DIM. STRESS RATED-DIM. MISC. DIMENSIONAL Dimensions 14...
Page 161 2x4-10' Hem Fir 51050412 2x4-12' Hem Fir 51050414 2x4-14' Hem Fir 51050416 2x4-16' Hem Fir etc. The last two digits must always be the length. This is used POS and Receiving to relieve and receive the appropriate lengths. Dimensions 14...
Page 162 However, no quantities are relieved or tracked. IMPORTANT: Once you are maintaining a perpetual inventory for the items within a group or section, the miscellaneous item number should only be used for special order items. Dimensions 14...
Page 163: Sample Group/Section Map
1-Lumber TIMBERS Douglas Fir - Timbers Hem Fir - Timbers Fir Larch - Timbers *Temporary holding groups for some file conversions and buying groups. Items in these groups can be rearranged later into the standard groups 51-74. Cont. Dimensions 14...
Page 164 MFD. PANELS Particleboard-Mfd. Panels Hardboards - Mfd. Panels Sidings - Mfd. Panels Misc. Mfd. Panels 1-Lumber MFD. STRUCTURAL Beams - Mfd. Structural Dimensional - Mfd. Structural Trusses - Mfd. Structural Boards - Mfd. Structural Misc. Mfd. Structural Cont. Dimensions 14...
Page 165 Misc. Siding & Fascia INTERIOR COVERINGS Interior Wall Panels-Int. Cov. Ceiling Tile & Access.-Int. Cov. Counter & Sill Coverings-Int. Cov. Wallpaper & Access.-Int. Cov. Window Coverings-Int. Cov. Misc. Interior Coverings MILLWORK Cabinets-Millwork Stair Parts & Access.-Millwork Misc. Millwork Cont. Dimensions 14...
Page 166 Interior Wood Doors Exterior Wood Doors Door Frames & Jambs Storm & Screen Doors Metal Doors Garage Doors Misc. Doors WINDOWS Wood Windows Vinyl Windows Metal Windows Misc. Windows RESERVED RESERVED RESERVED RESERVED RESERVED RESERVED RESERVED RESERVED RESERVED-DIRECTS RESERVED Dimensions 14...
Page 167: Group/Section Worksheet
Chapter 5. Inventory Group/Section Worksheet List your groups and sections here. If you need more room, copy this page or use another sheet of paper. Dept #/Desc Group # Group Description Section # Section Description Page ____________ Dimensions 14...
Page 168: Getting Into Inventory
1 For SuperDOS systems, start at the screen: PASSWORD WELCOME TO DIMENSIONS SuperDOS Password ..Or for Unix systems, start at the login screen: Enterprise Computer Systems Inc. slc-aix02.slc.ecs-inc.com login: Sign on with the password/login provided by your Dimensions support analyst or installer. Dimensions 14...
Page 169 Chapter 5. Inventory 2 The computer displays the DIMENSIONS MAIN MENU +-----------------------------------------------------------------------------+ DIM11 DATA === DIMENSIONS MAIN MENU === | 11.0 | +-----------------------------------------------------------------------------+ 1. Sales 2. Inventory 3. Accounts Receivable 4. Purchasing & Receiving 5. Accounts Payable 6. General Ledger 7.
Page 170 Also used if you purchase other optional inventory software. Enter set up information to customize your inventory 9. Inventory Variable File system. Allows access to special maintenance functions. 10. Inventory Special Security protected access. Maintenance Dimensions 14...
Page 171: Entering Department, Group, & Section Descriptions
Enter the department number you wish to add or change. See page 150 for more information on department number. 6 If you entered an existing department number, the computer asks: (C)hange (D)elete (N)ext (P)revious (E)nd Dimensions 14...
Page 172 Enter the group number you wish to add or change. See page149 for more information on group numbers. 13 If you entered an existing group number, the computer asks: (C)hange (D)elete (N)ext (P)revious (E)nd Dimensions 14...
Page 173 1. Group Number (1-99). The computer displays the corresponding group description for your verification. 2. Section Number (0-99) Enter the section number you wish to add or change for the selected group. See page 151 for more information on sections. Dimensions 14...
Page 174 Or enter N to not add it. 24 Repeat Steps 19-23 for each section to be entered. 25 Press Esc at when done. You are returned to the Section Number Inventory Descriptions Menu Dimensions 14...
Page 175: Basic Inventory Data
The Inventory Static Data File (IM1.D) holds many fields associated with inventory items which will eventually need to be set up to fully run certain parts of the Dimensions system. The first 31 fields on the screen below show data contained in IM1.D:...
Page 176 1 Gallon Titebond Wood Glue PAINT SPRAYER Paint Sprayer for Rental Remember, make catalog numbers easy to remember or figure out. You can also have the price sticker be printed with the catalog number if you are using price stickers. Dimensions 14...
Page 177 Optional. Can be used for some items and not for others (although the greatest benefit comes if all items have short descriptions). Duplicates allowed. Most inventory reports can be sorted and printed by short description. Can be designated as the primary search key for POS. Dimensions 14...
Page 178 Combined with the unit description, it is shown whenever the item is used. For example: thousand board feet hundred lineal feet thousand square feet Blank Each item Not all items will have both the unit description and the C or M code (or blank for each). Dimensions 14...
Page 179 1/2x4-8 CDX 32.000 3200 NOTE: Item type 2-6 below require additional dimensions to be entered as a tally in POS and Purchasing/Receiving. If the conversion factor is not zero, it will be used in calculating the total units. Items that are purchased and sold by the random length but are controlled by specific lengths.
Page 180 Cat # Desc Fact sold units at POS relieved 5910010 4/4 RWRL .0833 Width: 6 79.97 RED OAK Pieces: 20 (6x20x8x.0833) 44OAK Length: 8 Dimensions and random length. For example: Hardwoods which come in varying thicknesses (5/4 or 4/4). Dimensions 14...
Page 181 10 = Same as price basis 0 except price adjustment levels 6-9 are quantity breaks 11 = Same as price basis 1 except price adjustment levels 6-9 are quantity breaks 12 = Same as price basis 2 except price adjustment levels 6-9 are quantity breaks Dimensions 14...
Page 182 3 (or 13), enter the markup percent that will calculate the price to the desired gross margin. See "Gross Margin % Conversion Table" at the end of this section for a quick reference of markup percentages). Dimensions 14...
Page 183 Use this method if you wish to markup or markdown from List/Base using a gross margin percentage. A change to List/Base will change the calculated price levels accordingly. Gross margin is calculated using this formula: Total Selling Price - Total Cost Total Selling Price Dimensions 14...
Page 184 Same as price basis 2 (actual prices) but also gives quantity breaks as described above for price basis 10. 13= Gross Margin Percentage Markup/Markdown with Quantity Breaks Same as price basis 3 (gross margin percentage markup/ markdown) but also gives quantity breaks as described above for price basis 10. Dimensions 14...
Page 185 = 5.3334 2 x 2 x 14 = 4.6667 1 x 2 x 8 = 1.3333 Square Feet = Number of square feet in one unit Width x length 4 x 4 = 16.0000 4 x 8 = 32.0000 Dimensions 14...
Page 186 Daily Sales by Item Report - There is a report parameter that allows you to print all items above or below the expected range. Dimensions 14...
Page 187 35.50% 46.75% 18.66% 36.00% 47.00% 19.33% 36.33% 47.33% 20.00% 36.75% 47.66% 20.66% 37.00% 48.00% 21.25% 37.50% 48.25% 21.75% 37.75% 48.50% 22.50% 38.25% 48.75% 23.00% 38.66% 49.00% 23.66% 39.00% 49.25% 24.25% 39.33% 49.50% 24.75% 39.75% 49.75% 25.44% 40.00% 50.00% Dimensions 14...
Page 188: Adding Items
Chapter 5. Inventory Adding Items 1 From the shown in Getting Into Inventory, select 2 for DIMENSIONS MAIN MENU . Remember to press Enter after entering your menu selection. Inventory 2 Select 2 for File Maintenance 3 Select 1 for...
Page 189 11 When there are no more items to be entered, press Esc at to return to the 1. Item No previous menu. NOTE: For a complete listing of each field on this screen, see Appendix C. Field Definitions, Add New Items. Dimensions 14...
Page 190: Changing Item Information
26. Price Rounding Code 27. Purchasing Code 28. Print Price Sticker 29. Date Added (MMDDYY) 30. Misc Code 1 31. Misc Code 2 N = Next F = Change By Field P = Previous C = Change <Esc>= First Screen ______________ Dimensions 14...
Page 191 Step 14. 14 The computer asks: OK To Save Changes (Y/N) Enter Y to save the changes you made or N to not save them. 15 Return to Step 5 to select another option. Dimensions 14...
Page 192: Printing Items
Enter E (for End) and press Enter. 9 You are returned to the . Enter E and press Enter Inventory Static Data (IM1) Menu again to return to the INVENTORY MENU 10 See below for a sample report. Dimensions 14...
Page 193 Catalog number MFG/UPC Mfg number SHORT Short description MFG * Mfg name Fab code Non-discountable code (Y/N) Non-taxable code (Y/N) Enter description (Y/N) Item type Price basis Market cost basis FACTOR Conversion factor *Not entered at this time Dimensions 14...
Page 194: Deleting Items
Be sure to press Enter after you enter the item number. After you display and/or delete an item, you can press <Ent>=Next Item Enter to view the next item in item number order. Press Esc to end this procedure and return to the <Esc>=End previous menu. Dimensions 14...
Page 195 6 Repeat Steps 4 and 5 for each item you need to delete. When you are done, press Esc at . You are returned to the previous menu. Item No 7 Add the item(s) again. See Adding Items. Dimensions 14...
Page 196: Costs & Prices
Chapter 5. Inventory Costs & Prices Inventory Costs The Dimensions system allows for the following costs for each item: Average Cost Last Cost Market Cost LIFO (last in first out) These costs are held in the Inventory Store File (IM2.D) which allows for different costs from one store to another.
Page 197 POS/Order Entry. Inventory Prices The Dimensions system allows for 9 price levels for each inventory item. In addition, matrix pricing provides for 90 more price levels, making a total of 99 prices per item. Typically, this many price levels are not used or even needed in normal, day-to-day operations but they are provided.
Page 198 <Esc>=End Program If you have multiple stores, the cursor is at . Enter the Select Store No (0=All) appropriate store number or 0 (zero) for all stores. Then the cursor is at Select Press Enter to bypass. Vendor (0=All). Dimensions 14...
Page 199 NOTE: If you are automatically selecting the next item, the order is determined by what number you enter here. If you want to see the items in item number order, enter the ITEM NO. If you want to see them in catalog number order, enter the CATALOG NO. Dimensions 14...
Page 200 Step 9 to accept or reject all changes to the item. Makes no changes to this item. Go back to Step 7 to select another item (either manually or automatically). Or backs up to the previous field to allow changes. Dimensions 14...
Page 201 These instructions show moving List/Base to Average Cost. 13 Starting at the , select 10 for and press INVENTORY MENU Inventory Special Maintenance Enter. Then select 2 for Store Data IM2 14 Select 11 for Copy Field From/To Field IM2 Dimensions 14...
Page 202 Enter the ending item number of the range. NOTE: To pick up all remaining items with the group/section of the example, enter 72039999. 19 Press Tab through the next 3 fields ( Source Store Number Destination Store Number Select Optional Field Dimensions 14...
Page 203 Normal End of Job - <Ent> = Continue Press Enter to acknowledge this message and return to Step 15. You can set up another range of items to change or press Esc to end this process and return to the previous menu. Dimensions 14...
Page 204 Field # Description List/Base Price Price Adjustment 1 Price Adjustment 2 Price Adjustment 3 Price Adjustment 4 Price Adjustment 5 Price Adjustment 6 Price Adjustment 7 Price Adjustment 8 Price Adjustment 9 Average Cost Last Cost Market Cost Dimensions 14...
Page 205 33 If you wish, print the report Store Data (Costs/Prices) from the INVENTORY REPORTS or a price book from the to give your work a final check. See MENU PRICING MENU the next section for instructions on printing a price book. Dimensions 14...
Page 206: Print Price Book
Beginning Item No report or press Tab to begin with the first item in the file. Either enter the ending item number or press Tab to Ending Item Number accept the default of printing all remaining items in the file. Dimensions 14...
Page 207 Enter the value (1-15, 16, 101-199) you wish to print in the first column. If you wish nothing to print in this column, enter 0. The value codes are listed at the bottom of the screen as follows: Dimensions 14...
Page 208 Retains the description Press Tab Enter up to 8 characters for a customized heading Enter a new heading 7 Enter the desired values for columns 2-7 as described above. 8 Print the report using the standard print routine. Dimensions 14...
Page 209: Inventory Inquiry
Select Item: ¦ <Ent>=Search Options ¦ ¦ Data <Ent>=Exact Match ¦ ¦ F15/N<Ent>=Next Search Item ¦ ¦ <UpA>= ¦ ¦ Data <UpA>=Search Short ¦ ¦ <Esc>=Store Number ¦ ¦ <DnA>= ¦ +-----------------------------+ <Ent>=Display Search Options <Esc>=Store Number (?)=Help Dimensions 14...
Page 210 Enter a beginning number to search and press Enter. Press Enter to start searching at the beginning of the file according to the search method (catalog number, short description, etc.). Press Esc to go back to the search options box in Step 4. Dimensions 14...
Page 211 Jump to ____ Number another beginning number to search. Even though a line number is not displayed, you can Enter a line number enter the line number (1-5) from the displayed items and press Enter to select that item. Dimensions 14...
Page 212 (random length items) to view the sum of the specific lengths 7 When you are done viewing the item, press Esc to return to Step 2 to select another item or end this process. Dimensions 14...
Page 213: Sample Items
Along with each sample load form, there is an inventory inquiry screen showing you the item with its resulting price levels. The last page is a blank load form that can be copied and filled out as needed. Dimensions 14...
Page 214 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 215 Avmar-RK N 0 Net Gmroi-RK N 0 On Ord : AVE : 15.00 EOQ LAST: 15.00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 216 **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ * Specific length lumber=thickness x width x length/12. Plywood=width x length ** Cost per thousand Dimensions 14...
Page 217 2.00 Avmar-RK N 0 Net Gmroi-RK N 0 On Ord : AVE : 250.00 EOQ LAST: 250.00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 218 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ * Thickness x width/12 Dimensions 14...
Page 219 Gmroi-RK N 0 On Ord : AVE : 250.00 EOQ LAST: 250.00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (S)=Sum (G)=Graph (R)=Rsrvd (Q)=Quick Tally (H)=History (T)=Tallies Dimensions 14...
Page 220 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 221 0 On Ord : Prc Adj 5 30.00 55.00 AVE : 20.00 EOQ LAST: 20.00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (F)=Spiff (G)=Graph (R)=Rsrvd (Q)=Quick Tally (H)=History Dimensions 14...
Page 222 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 223 0 On Ord : Prc Adj 5 30.00 55.00 AVE : 20.00 EOQ LAST: 20.00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (F)=Spiff (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 224 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 225 Avmar-RK E 6 Net Gmroi-RK E 5 On Ord : AVE : .00 EOQ LAST: .00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 226 -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ * Purchase quantity 1 = 1 50 lb. box. Selling quantity 1 = 1 lb. ** Cost per pound Dimensions 14...
Page 227 Avmar-RK N 0 Net Gmroi-RK N 0 On Ord : AVE : .40 EOQ LAST: .40 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/0 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 228 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 229 Avmar-RK N 0 Net Gmroi-RK N 0 On Ord : AVE : .00 EOQ LAST: .00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 230 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 231 Avmar-RK N 0 Net Gmroi-RK N 0 On Ord : AVE : .00 EOQ LAST: .00 Dtl-Sale: 00/00/00 Mkt : .00 Dtl-Pur : 00/00/00 Dtl-Ct 00/00/00 Value: .00 Dt Added: 00/00/00 (N)=Next (P)=Prev (O)=Ordrd (V)=Vendor (G)=Graph (R)=Rsrvd (H)=History Dimensions 14...
Page 232 -1 ___________________ 58..Location 2 __________________ 51.Units p/Pkg-1 ___________________ 52.Order Cost -1 ___________________ **** BC1.D - Bar Codes **** 53.Vendor -2 ___________________ 59..Bar Code 1 _________________ 54.Catalog -2 ___________________ 60..Bar Code 2 _________________ 55.Units p/Pkg-2 ___________________ 56.Order Cost -2 ___________________ Dimensions 14...
Page 233: Inventory Exercises
8. Add 2x4-8’ Southern Yellow Pine to group 51, section 11. The item is purchased by MBF and sold by the piece. The expected gross margin is 10 percent. The price for the item will be a markup percent from a base price. Dimensions 14...
Page 234 Chapter 5. Inventory This page intentionally left blank. Dimensions 14...
Page 235: Chapter 6. Accounts Payable
DATA LOAD Enter all vendors, including miscellaneous vendors, using Add New Vendors. Print vendor list and check work. If needed, change vendors with inaccurate information using Change Vendor Data, Change Selected Fields, or Change Fields by Range. Dimensions 14...
Page 236 NOTE: If you ordered a file conversion for A/P, this may be done for you automatically depending on whether or not it can be converted. DATA LOAD Print an Aging Report on the Dimensions system to check that all vendors are starting with zero balances. Enter all outstanding invoices on the Dimensions system.
Page 237: Vendor Files
AM1.D. entry, purchasing, reconciling the bank and receiving Define field Paid invoices kept statement. card #, item # descriptions in the - Fax number until purged. Paid invoices kept A/P Variable File. Dimensions 14...
Page 238: Getting A/P Started
A/P Variable File for “going live.” Information Helps you enter outstanding A/P invoices for vendors in Doing A/P Cutover preparation for “going live.” Presents 4 different vendors and how they are set up Sample Vendors using the Add New Vendors screen. Dimensions 14...
Page 239: Basic Vendor Data
3. If you ordered a file conversion for A/P, you also won't need to fill out load forms. Dimensions will work with you to make sure your new system will contain the proper information. You should read through this section to gain a basic knowledge of what the vendor fields contain, even if you are doing a file conversion.
Page 240 __________________________________________________________ ADDR 1 (PO BOX or ATTN)_________________________________________________________________________________ ADDR 2 (STREET ADDRESS)_______________________________________________________________________________ ADDR 3 (CITY, STATE, ZIP)_________________________________________ PHONE _______________________________ FAX NO __________________________________ CONTACT _________________________________________________ TERMS DESC_______________________________________ DISCOUNT TERMS (1=DAYS/2=DATE) _______________ DISCOUNT DAYS/DATE_________________ DISCOUNT % ___________ G/L DEBIT ACCOUNT ____________________ Dimensions 14...
Page 241 Standard G/L chart Enter the G/L account number for the debit entry ACCOUNT account number of accounts–store when an invoice is entered for this vendor. It can be overridden at the time of invoice entry. 1312.01=Inventory purchases 6020.01=Utilities Dimensions 14...
Page 242: Numbering Accounts
Chapter 6. Accounts Payable Numbering Accounts Organizing vendor accounts with the Dimensions system helps save you time and effort. Each vendor account is assigned a vendor number. You type the vendor information once and then when you need to use it you can call it up by number or by name.
Page 243: Getting Into A/P
1 For SuperDOS systems, start at the screen: PASSWORD WELCOME TO DIMENSIONS SuperDOS Password ..Or for Unix systems, start at the login screen: Enterprise Computer Systems Inc. slc-aix02.slc.ecs-inc.com login: Sign on with the password/login provided by your Dimensions support analyst or installer. Dimensions 14...
Page 244 Chapter 6. Accounts Payable 2 The computer displays the DIMENSIONS MAIN MENU +-----------------------------------------------------------------------------+ DIM11 DATA === DIMENSIONS MAIN MENU === | 11.0 | +-----------------------------------------------------------------------------+ 1. Sales 2. Inventory 3. Accounts Receivable 4. Purchasing & Receiving 5. Accounts Payable 6. General Ledger 7.
Page 245: Adding Vendors
Step 3. If you pay another vendor, remember to add that vendor to the file also. If you wish to print a check to each invoice for this 20. Separate Check Each Inv vendor, enter Y. Miscellaneous vendors must be Y. Dimensions 14...
Page 246 7 When there are no more vendors to be entered, press Esc at 1. Vendor Number return to the previous menu. NOTE: For a complete listing of each field on this screen, see Appendix C. Field Definitions, Add New Vendors. Dimensions 14...
Page 247: Changing Vendor Information
Esc to back up one field. When you get to a field that needs changing, merely type in the new information and press Enter. NOTE: You cannot change the vendor number using this procedure. You must delete the vendor first and then enter it again correctly. Dimensions 14...
Page 248 2=Automatically Select Next computer automatically selects the next vendor to Vendor in Number Order change, in numerical order one at a time. Same as option 2 except uses vendor name order. 3=Automatically Select Next Vendor in Name Order Dimensions 14...
Page 249 9 Repeat Steps 5-8 for all vendors needing changes. If you do not wish to change any more vendors, press Esc until you return to the ACCOUNTS PAYABLE MENU Dimensions 14...
Page 250: Printing Vendors
Ending Vendor 9999999 Number of Copies Report Date mmddyy Select Optional Field (Y/N) <Ent> = Print Report (E) = End (1) = Input Parameters Do not change any of the report parameters. Press Enter to print the report. Dimensions 14...
Page 251 Enter E (for END) and press Enter. 8 You are returned to the . Enter E and press Enter again to A/P REPORTS MENU return to the ACCOUNTS PAYABLE MENU 9 See the next page for sample reports. Dimensions 14...
Page 252 PUEBLO, CO. 81001 544-0001 9000 PRINCIPAL INSURANCE 1234 LIFELINE RD. COSTLY, CA 45678 9005 UTAH ELECTRIC CO. 123 SPARKY WAY BRIGHTON, UT 45678 9200 OFFICE DEPOT 134 PAPER TRAIL REAM, UT 84115 11000 STORE 1-INTERSTORE PAYABLE 19000 INTERCOMPANY Dimensions 14...
Page 253: Deleting Vendors
4 Repeat Steps 2 and 3 for each vendor you need to delete. When you are done, press Esc at . You are returned to the previous menu. Vendor Number 5 Add the vendor(s) again. See Adding Vendors. Dimensions 14...
Page 254: Entering Variable File Information
2. Type of Invoice Processing Used: A. Double-Entry (Standard) B. Four-Entry 3. Post Invoice Distributions to G/L Summary (Y/N) 4. Purchase Price Percentage Limit 10.00 5. Purchase Price Dollar Limit 500.00 <Esc>=Change Store <Tab>=Go Forward One Field (.)=End <F1>=Help Dimensions 14...
Page 255 The cursor is positioned at Check the store number in 2. A/P Check Print Program field 1. If it is correct, continue to Step 10. If it is incorrect, press Esc to back up one field to change it. Dimensions 14...
Page 256 This controls whether or not you wish to print the 4 Spell Dollar Amount on dollar amount on each check: Checks (Y/N) Y = The computer will spell out the check amount on A/P checks. N = The computer will not spell out the check amount. Dimensions 14...
Page 257 3. A/P Discounts Taken ¦ ¦ 4. Freight/Deduct Payable ¦ ¦ 5. A/P Miscellaneous Accounts ¦ ¦ ¦ ¦ 98. Change Store ¦ +---------------------------------+ <Esc>=End Check the store number. Change if needed (select 98, enter the correct store number). Dimensions 14...
Page 258 20 If needed, check the entries for other stores. Repeat Steps 15-19, entering the appropriate store number. After verifying these fields, press Esc to return to the A/P G/L Integration Menu Dimensions 14...
Page 259 25 If needed, check the entries for other stores. Repeat Steps 15 and 21-24, entering the appropriate store number. After verifying these fields, press Esc to return to A/P G/L Integration Menu Dimensions 14...
Page 260 30 If needed, check the entries for other stores. Repeat Steps 15 and 26-29, entering the appropriate store number. After verifying these fields, press Esc to return to A/P G/L Integration Menu Dimensions 14...
Page 261 35 If needed, check the entries for other stores. Repeat Steps 15 and 31-34, entering the appropriate store number. After verifying these fields, press Esc to return to A/P G/L Integration Menu Dimensions 14...
Page 262 39 If needed, check the entries for other stores. Repeat Steps 15 and 36-38, entering the appropriate store number. After verifying these fields, press Esc to return to A/P G/L Integration Menu 40 You are done entering the Variable File information for Accounts Payable. Return to the DIMENSIONS MAIN MENU Dimensions 14...
Page 263: Doing A/P Cutover
Continue paying old bills off old system. New A/P invoices are entered on Dimensions system. Method 2 Transfer all vendor balances to Dimensions system. Process all A/P transactions on Dimensions system. The day before "going live", do the following: A/P Cutover Process Method 1 - No special procedures are required.
Page 264 BEFORE YOU BEGIN: On your old system, print a list of vendor invoices to obtain the account balances as of the cutover date. Also, find the actual bills those balances represent. 1 On the Dimensions system, sign on with a manager password. See the System Manager for the appropriate password. 2 The computer displays the .
Page 265 Due Date: vendor’s terms and displayed for you. Or enter the correct due date and press Enter. Press Enter to accept A for active. Or enter H for hold if Status: the invoice is to be put on hold. Dimensions 14...
Page 266 14 When done, return to the menu in Step 4 by pressing Esc at Select Vendor (Number or Name). Steps 15-18: PRINT EDIT LIST 15 Select 7 for Print Edit List 16 Without changing the input parameters, print a hard copy of this report. Dimensions 14...
Page 267 Print G/L Entries 28 Without changing the input parameters, print a hard copy of this report. Keep this report on file. 28 Return to the . You should also print an Invoice Register ACCOUNTS PAYABLE MENU to keep on file. Dimensions 14...
Page 268 33 Return to the ACCOUNTS PAYABLE MENU OPTIONAL: If you wish to add year-to-date balances for the vendors on the Dimensions system, follow Steps 34-43 below. 34 From the , select 2 for .
Page 269 Steps 44-52: DELETE GPOST ENTRIES Do these steps if you have started the G/L on the Dimensions system and it contains all A/P expense balances already. This will prevent duplicating entries in both the old and new computer systems.
Page 270 Accounts Payable. * * * * * * * * * * * * * * * * * * * * * * * * Dimensions 14...
Page 271: Vendor Inquiry
Displays vendors alphabetically from the beginning of Press up arrow ( the file. Displays vendors numerically starting from the Enter the account number(s) you entered. number and press Press Esc to end this option and return to the previous Press Esc menu. Dimensions 14...
Page 272 REMEMBER: Once you find the needed vendor in the search mode, you still need to select it. If it is highlighted, merely press Enter. Or if it is not highlighted, enter the line number and Enter. Dimensions 14...
Page 273 Shows invoices that have been paid but 3. Paid Invoices not purged from AM3.D only. See Steps 5-6. Shows all receipts for the selected 4. All Receipts vendor. See Steps 7-10. Shows receipts not invoiced only. 5. Receipts Not See Steps 7-10. Invoiced Dimensions 14...
Page 274 Press Esc to end this routine and return to the previous <Esc>=Exit screen (Step 4). Enter the line number from the left column to select a L# <Ent>=Select specific invoice. Enter ? and press Enter to return to the list of options in (?)=Options Step 4. Dimensions 14...
Page 275 265.40 265.40 2037 101599 240.00 56.40 56.40 2023 80199 1789.33 402.62 402.62 2021 82599 262233.20 59005.15 59005.15 2019 82399 293.33 66.00 66.00 2017 81999 6466.67 1455.08 1455.08 2016 20005.00 81799 1.00 60.00 60.00 2014 81399 599.99 150.01 150.01 Dimensions 14...
Page 276 ¦ 7. Open P.O.s ¦ ¦ 8. Received P.O.s ¦ ¦ ¦ ¦ 9. Vendor Information ¦ +----------------------------+ Enter the store number for the purchase order(s) you wish to view. You must enter a store number to continue. Dimensions 14...
Page 277 :. If you need to display different lines on Line # the P.O., enter the line to begin the review list. 14 After you review the purchase order, press Esc to end this screen and return to (Step 12). Select P.O. Dimensions 14...
Page 278 1. Calculate Exchange (Y/N) 2. Calculate Duty (Y/N) 3. Minimum Order Weight 4. Minimum Order Volume 5. Order by Units p/pk Only (Y/N) 6. Require Minimum Units (Y/N) <Esc>=Continue Press Esc to return to the AM1.D screen in Step 15. Dimensions 14...
Page 279: Sample Vendors
Materials vendor No separate checks each invoice Terms 1% 10th G/L debit account 1312.01 (Inventory Purchases) Not using Purchasing & Receiving system The last page is a blank load form that can be copied and filled out as needed. Dimensions 14...
Page 280 20. Separate Check Each Inv# _Y____ 27. Catalog Default (I,M,V) __________ 21. Disc Terms (1=#Days,2=Day)_1___ 28. Cost Default (A,M,L,B,V,O,U) ________ 29. Message 1 ______________________________________________________________ 30. Message 2 ______________________________________________________________ 31. Message 3 ______________________________________________________________ * If miscellaneous vendors are maintained by terms, these fields must be entered. Dimensions 14...
Page 281 20. Separate Check Each Inv# _Y____ 27. Catalog Default (I,M,V) __________ 21. Disc Terms (1=#Days,2=Day)_2___ 28. Cost Default (A,M,L,B,V,O,U) ________ 29. Message 1 ______________________________________________________________ 30. Message 2 ______________________________________________________________ 31. Message 3 ______________________________________________________________ * If miscellaneous vendors are maintained by terms, these fields must be entered. Dimensions 14...
Page 282 19. Pay To Vendor _________________ 26. Add OM4.D Auto (Y,N,P,S,C) _________ 20. Separate Check Each Inv# _N____ 27. Catalog Default (I,M,V) __________ 21. Disc Terms (1=#Days,2=Day)_2___ 28. Cost Default (A,M,L,B,V,O,U) ________ 29. Message 1 ______________________________________________________________ 30. Message 2 ______________________________________________________________ 31. Message 3 ______________________________________________________________ Dimensions 14...
Page 283 19. Pay To Vendor _________________ 26. Add OM4.D Auto (Y,N,P,S,C) _________ 20. Separate Check Each Inv# ______ 27. Catalog Default (I,M,V) __________ 21. Disc Terms (1=#Days,2=Day)_____ 28. Cost Default (A,M,L,B,V,O,U) ________ 29. Message 1 ______________________________________________________________ 30. Message 2 ______________________________________________________________ 31. Message 3 ______________________________________________________________ Dimensions 14...
Page 284: Accounts Payable Exercises
5. Change Local Telephone’s address to PO Box 5468. 6. Print a list of vendors’ names and addresses. 7. During the cutover process for A/P, you want to enter YTD purchases, discounts and amount paid to each vendor. Enter some figures for Stanley Tool. Dimensions 14...
Page 285: Chapter 7. General Ledger
General Ledger is similar to inventory in that if it is accurate only once a year (for tax purposes), it has very limited value. You need to know on a monthly basis at least or daily basis at most how the company is doing. The Dimensions G/L system can help keep up with these demands.
Page 286 STEPS TO MAINTAIN G/L INTEGRITY Print and review G/L postings created automatically by the various modules on the Dimensions system. Prepare and enter manual journal entries not created automatically. Merge the G/L postings to the G/L Master File (GM1.D) and G/L Yearly Transactions File (GM4.D).
Page 287: G/L Files
- G/L account number Kept until after year end when it is - Transaction date deleted and rebuilt for the new - Reference number accounting year. - Description & source - Period code - Debit/credit amount Transactions kept until merged. Dimensions 14...
Page 288: Flow Of G/L Data
GM1.D balances with transaction activity by accounting month. Financial statements print using the data in GM1.D. The merge can be done any time--monthly, weekly, or even daily--whenever you wish to print a current P&L or Balance Sheet. Dimensions recommends the merge be done monthly. Dimensions 14...
Page 289: Getting G/L Started
Determining G/L Posting Method for Sales Dimensions offers 5 different ways of posting sales and cost of sales to the General Ledger. It is important to decide at the outset which method to use because it determines which chart of account numbering scheme to use.
Page 290 Ledgers. Enter G/L Sales Accounting Method 1 Sign on with a manager password. 2 From the , select 1 for DIMENSIONS MAIN MENU Sales 3 Select 7 for Sales Variable File 4 The computer displays the Sales Variable File Maintenance Menu...
Page 291 8 If needed, check the entries for other stores. Repeat Steps 3-7, entering the appropriate store number. After verifying these fields, press Esc to return to the Sales Variable File Maintenance Menu Dimensions 14...
Page 292: Deciding Which Chart Of Accounts To Use
If you add a new store, updating the G/L chart of accounts is very simple. If you decide to operate with a custom G/L, you must contact Dimensions to get additional training to make sure the set up is correct. To use a custom G/L, you must make sure the following areas are completed: 1 Enter all accounts into the G/L Master File (GM1.D).
Page 293: Getting Into G/L
1 For SuperDOS systems, start at the screen: PASSWORD WELCOME TO DIMENSIONS SuperDOS Password ..Or for Unix systems, start at the login screen: Enterprise Computer Systems Inc. slc-aix02.slc.ecs-inc.com login: Sign on with the password/login provided by your Dimensions support analyst or installer. Dimensions 14...
Page 294 Chapter 7. General Ledger 2 The computer displays the DIMENSIONS MAIN MENU +-----------------------------------------------------------------------------+ DIM11 DATA === DIMENSIONS MAIN MENU === | 11.0 | +-----------------------------------------------------------------------------+ 1. Sales 2. Inventory 3. Accounts Receivable 4. Purchasing & Receiving 5. Accounts Payable 6. General Ledger 7.
Page 295: Changing Gm1 Descriptions
7 If the account is found, the computer fills in the fields and displays the following options at the bottom of the screen: (V)=View (A)=Add (C)=Change (N)=Next (P)=Prev (D)=Delete (E)=End Column# Enter C for Change Dimensions 14...
Page 296 12 Enter E to End the procedure and return to the previous menu. 13 If you wish, print another Trial Balance to verify the changes. NOTE: For a complete listing of each field on this screen, see Appendix C. Field Definitions, Add/Maintain G/L Master (GM1). Dimensions 14...
Page 297: Adding Gm1 Balances
1 On your old accounting system, make sure you have an accurate Trial Balance with beginning fiscal year balances. 2 On the Dimensions system, sign on with a manager password and go to the GENERAL LEDGER MENU 3 Select 8 for...
Page 298 Then enter the store number you wish to include for this procedure. 9 The computer then asks: +---------------------------------------------------------+ Select Method of Adjustment: +---------------------------------------------------------+ 1 = Manually Select Each Account 2 = Automatically Select Next Account Enter one of the following options: Dimensions 14...
Page 299 Select either field 5, CURRENT BEGINNING BALANCE or the accounting month prior to the first accounting period you are going to use on the Dimensions system. For example, if you are starting up the G/L in June (month 6), select field 10, CURRENT MONTH 5.
Page 300 Step 12 so you can make changes to it. • Press Tab to display the next 5 accounts. • Press Esc to back up to SELECT: ACCT NO Press Esc to end this process and return to Step 5. Dimensions 14...
Page 301 METHOD 3 - Middle of Fiscal Year Using MTD Net Change BEG BAL and other accounting periods = The current year’s beginning balance and MTD net changes for the selected account. If it is a credit amount, also enter the negative sign before the dollar amount. Dimensions 14...
Page 302 15 When you do not wish to change any more accounts, press Esc until you return to the previous menu. 16 Print a Trial Balance to make sure the G/L is in balance. If you entered MTD net changes, be sure to print a Trial Balance for each accounting period entered. Dimensions 14...
Page 303: Printing Financial Statements
2 = Previous Year 3 = Current Budget 4 = Working Budget Print Program Headings (Y/N) Round to Nearest Whole Dollar (Y/N) Print Current Month Change (Y/N) Store Within G/L (Y/N) Optional Heading <Ent>=Print Report (E)=End (1)=Input Parameters Dimensions 14...
Page 304 7 Wait while the report is printed. When it is finished, you are returned to Step 3 so you can end the report printing process. Enter E (for END) and press Enter. 8 You are returned to the . See the next page for sample reports. G/L REPORTS MENU Dimensions 14...
Page 305 TOTAL LIABILITIES 0.00 0.00 STOCKHOLDER'S EQUITY COMMON STOCK 0.00 0.00 PAID-IN CAPITAL 0.00 0.00 RETAINED EARNINGS 0.00 0.00 NET INCOME - CURRENT YEAR 0.00 0.00 -------------- -------------- TOTAL STOCKHOLDER'S EQUITY 0.00 0.00 TOTAL LIABILITIES & EQUITY 0.00 0.00 Dimensions 14...
Page 306 0.00 0.00 ADJUSTMENT TO PHYSICAL 0.00 0.00 FREIGHT CHARGES 0.00 0.00 ----- ------------- ----- ------------- COST OF SALES - OTHER 0.00 0.00 ----- ------------- ----- ------------- TOTAL COST OF GOODS SOLD 0.00 0.00 GROSS MARGIN 0.00 0.00 cont. Dimensions 14...
Page 307 PAYMENT DISCOUNT ALLOWED 0.00 0.00 BAD DEBT EXPENSE 0.00 0.00 INTEREST EXPENSE 0.00 0.00 ----- ------------- ----- ------------- TOTAL OTHER EXPENSES 0.00 0.00 NET INCOME BEFORE TAXES 0.00 0.00 PROVISION - INCOME TAXES 0.00 0.00 NET INCOME (LOSS) 0.00 0.00 Dimensions 14...
Page 308: Sample General Ledgers
Multi Store - by Transaction Type (cash vs. charge) It shows a sample for the following reports: Trial Balance Profit & Loss -- Income Statement (report 1) Balance Sheet (report 2) Format Master for reports 1 & 2 (GM2.D) Dimensions 14...
Page 309 0.00 0.00 3910.00 1 DELIVERY CHARGES 0.00 0.00 3920.00 1 LABOR CHARGES 0.00 0.00 3930.00 1 RESTOCKING CHARGES 0.00 0.00 3940.00 1 SALES DISCOUNTS & ALLOWANCES 0.00 0.00 * Bold type indicates accounts used for sales accounting method Dimensions 14...
Page 310 0.00 0.00 8520.00 1 BAD DEBT EXPENSE 0.00 0.00 8530.00 1 INTEREST EXPENSE 0.00 0.00 9850.00 1 FEDERAL INCOME TAXES 0.00 0.00 9860.00 1 STATE INCOME TAXES 0.00 0.00 STORE 01 TOTALS 0.00 0.00 GRAND TOTALS 0.00 0.00 Dimensions 14...
Page 311 0.00 ----- ------------- ----- ------------- COST OF SALES - OTHER 0.00 0.00 ----- ------------- ----- ------------- TOTAL COST OF GOODS SOLD 0.00 0.00 GROSS MARGIN 0.00 0.00 * Bold type indicates accounts used for sales accounting method cont. Dimensions 14...
Page 312 PAYMENT DISCOUNT ALLOWED 0.00 0.00 BAD DEBT EXPENSE 0.00 0.00 INTEREST EXPENSE 0.00 0.00 ----- ------------- ----- ------------- TOTAL OTHER EXPENSES 0.00 0.00 NET INCOME BEFORE TAXES 0.00 0.00 PROVISION - INCOME TAXES 0.00 0.00 NET INCOME (LOSS) 0.00 0.00 Dimensions 14...
Page 313 TOTAL LIABILITIES 0.00 0.00 STOCKHOLDER'S EQUITY COMMON STOCK 0.00 0.00 PAID-IN CAPITAL 0.00 0.00 RETAINED EARNINGS 0.00 0.00 NET INCOME - CURRENT YEAR 0.00 0.00 -------------- -------------- TOTAL STOCKHOLDER'S EQUITY 0.00 0.00 TOTAL LIABILITIES & EQUITY 0.00 0.00 Dimensions 14...
Page 314 6530.00 14100 6540.00 14300 6550.00 14500 6560.00 14700 6570.00 14900 6580.00 15100 6590.00 15300 6600.00 15500 6620.00 15700 6630.00 15900 6640.00 16100 6650.00 16300 6900.00 16500 16700 TOTAL OTHER OPERATING EXPENSES 0 16900 17100 TOTAL OPERATING EXPENSES cont. Dimensions 14...
Page 315 LONG-TERM LIABILITIES 12400 2710.00 12600 12800 TOTAL LONG-TERM LIABILITIES 13000 TOTAL LIABILITIES 13200 STOCKHOLDER'S EQUITY 13400 2910.00 13500 2920.00 13600 2940.00 13800 NET INCOME - CURRENT YEAR 14000 14200 TOTAL STOCKHOLDER'S EQUITY 14400 TOTAL LIABILITIES & EQUITY 14600 Dimensions 14...
Page 316 3330.00 1 SALES - NON-PROFIT GROUPS 0.00 0.00 3335.00 1 SALES - EMPLOYEES 0.00 0.00 3910.00 1 DELIVERY CHARGES 0.00 0.00 3920.00 1 LABOR CHARGES 0.00 0.00 3930.00 1 RESTOCKING CHARGES 0.00 0.00 3940.00 1 SALES DISCOUNTS & ALLOWANCES 0.00 0.00 cont. Dimensions 14...
Page 317 4325.00 1 COST - COMMERCIAL 0.00 0.00 4330.00 1 COST - NON-PROFIT GROUPS 0.00 0.00 4335.00 1 COST - EMPLOYEES 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 300. Dimensions 14...
Page 318 COST OF SALES - OTHER 0.00 0.00 ----- ------------- ----- ------------- TOTAL COST OF GOODS SOLD 0.00 0.00 GROSS MARGIN 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 302. Dimensions 14...
Page 319 2500 TOTAL SALES 2700 COST OF GOODS SOLD 2900 4310.00 3100 4315.00 3200 4320.00 3300 4325.00 3400 4330.00 3500 4335.00 3900 4100 TOTAL COST - ALL CLASSES 4300 4901.00 4909.00 Remaining report similar to sample on page 305. Dimensions 14...
Page 320 3940.00 1 SALES DISCOUNTS & ALLOWANCES 0.00 0.00 4310.00 1 COST - YARD SALES 0.00 0.00 * 4320.00 1 COST - DIRECT SALES 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 300. Dimensions 14...
Page 321 COST OF SALES - OTHER 0.00 0.00 ----- ------------- ----- ------------- TOTAL COST OF GOODS SOLD 0.00 0.00 GROSS MARGIN 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 302. Dimensions 14...
Page 322 3940.00 2250 2260 OTHER SALES REVENUE 2300 2500 TOTAL SALES 2700 COST OF GOODS SOLD 2900 4310.00 3100 4320.00 3200 3300 TOTAL COST - YARD & DIRECT 4300 4901.00 4909.00 Remaining report similar to sample on page 305. Dimensions 14...
Page 323 0.00 1560.02 2 LEASEHOLD IMPROVEMENTS 0.00 0.00 1610.01 2 ACCUM DEPREC-BUILDINGS 0.00 0.00 1610.02 2 ACCUM DEPREC-BUILDINGS 0.00 0.00 1620.01 2 ACCUM DEPREC-MACHINERY/EQUIPMENT 0.00 0.00 1620.02 2 ACCUM DEPREC-MACHINERY/EQUIPMENT 0.00 0.00 1630.01 2 ACCUM DEPREC-FURNITURE/FIXTURES 0.00 0.00 cont. Dimensions 14...
Page 324 4320.02 1 COST - CHARGE SALES 0.00 0.00 4325.01 1 COST - CHARGE RETURNS 0.00 0.00 4325.02 1 COST - CHARGE RETURNS 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 300. Dimensions 14...
Page 325 COST OF SALES - OTHER 0.00 0.00 ----- ------------- ----- ------------- TOTAL COST OF GOODS SOLD 0.00 0.00 GROSS MARGIN 0.00 0.00 * Bold type indicates accounts used for sales accounting method Remaining report similar to sample on page 302. Dimensions 14...
Page 326 TOTAL COST - CASH SALES 6900 4320.01 4320.99 7100 COST - CHARGE SALES 7300 4325.01 4325.99 7500 COST - CHARGE RETURNS 7700 7900 TOTAL COST - CHARGE SALES 8100 4901.01 4909.99 Remaining report similar to sample on page 305. Dimensions 14...
Page 327: Chapter 8. Point Of Sale (Pos)
You will find more detailed instructions later in this section. LOADING CUSTOMER DATA GETTING A/R STARTED Use Chapter 4, Accounts Receivable, to set up the Accounts Receivable system. LOADING INVENTORY DATA GETTING INVENTORY STARTED Use Chapter 5, Inventory, to set up the inventory system. Dimensions 14...
Page 328 4. POS Back Screen Addons Sales Tax Print Options Descriptions Messages Transaction Numbers G/L Integration 10 Miscellaneous Codes 1. History Accounts Receivable Terms Information General Ledger Basic Store Information System Manager Basic Company Information Port Information Store Name & Address Dimensions 14...
Page 329: Sales Files
Master File and the work file is cleared out, ready to process another transaction. They contain the exact same information as the Sales Master File except for only one transaction at a time. WSMpp.D Work File Transaction heading (same as Sales Master File) Line item detail (same as Sales Master File) Dimensions 14...
Page 330: Getting Pos Started
The last step before “going live” with POS is to run a day end. This process checks the day end report and file sizes to make sure the files are ready to begin processing Point of Sale transactions. Dimensions 14...
Page 331: Getting Into The Sales Variable File
Chapter 8. Point of Sale (POS) Getting into the Sales Variable File 1 Sign on with a manager password. 2 From the , select 1 for Sales. DIMENSIONS MAIN MENU 3 The computer displays: +----------------------------------------------------------------------------+ ¦ DIM11 DATA ¦ === SALES === | 11.0 ¦...
Page 332 Position the cursor on the desired field and press the F1 key (function key 1). A box will be displayed, explaining the field. Use the up and down arrows to scroll through the help box. When done, press Esc to return to the same field. Dimensions 14...
Page 333 When done, press Esc to return to the same field. 8. Verify On-Hand Exceeded This option allows you to specify what to do when on hand is exceeded after entering the quantity of a line item. Enter one of the following: Dimensions 14...
Page 334 Store 01 POS BACK SCREEN: 1. Require Ship To Address on Invoice (Y/N) 2. Print Discount Amount on Invoice 3. Print Backorder/Cancelled Lines (Y/N) 4. Billing Type 5. Quote Expiration Date (Y/N) <Esc>=End <Tab>=Go Forward One Field <F1>=Help Dimensions 14...
Page 335 Addons are used to track non-sale charges. They are posted to different G/L income accounts. A number is assigned to correspond with each type of addon charge you may have. For example: 1 = Delivery 2 = Freight 3 = Restocking fee 4 = Labor 5 = Returned check fee Dimensions 14...
Page 336 F = Flat amount. The amount is entered in the next field. P = Percentage of subtotal. The percentage is entered in the next field. M= Manually enter amount. At POS, the computer will stop and allow the operator to enter the addon amount. Dimensions 14...
Page 337 91 Rt Check Fee 8190.01 15.00 _____________________ _________ ______ ______ ____ ____ _________ _____________________ _________ ______ ______ ____ ____ _________ _____________________ _________ ______ ______ ____ ____ _________ _____________________ _________ ______ ______ ____ ____ _________ _____________________ _________ ______ ______ ____ ____ _________ Dimensions 14...
Page 338 5 Fill in the fields as determined on the worksheet above for each addon code. 6 If needed, check the entries for other stores. Repeat Steps 4-5, entering the appropriate store number. 7 After verifying these fields, return to the Sales Variable File Maintenance Menu. Dimensions 14...
Page 339 Y = Discount will be taken on this amount. Allow Discount on N = Discount will not be taken on this amount. Tax (Y/N) NOTE: If you require a multiple tax set up, contact your Implementation Specialist or support analyst. Dimensions 14...
Page 340 Choose Selection: +---------------------------------+ 1. Sales Tax Options 2. Multiple Tax Descriptions + 98. Change Store +---------------------------------+ <Esc>=End Check the displayed store number. Change if necessary (select 98 and enter the appropriate store number). Select 1 for Sales Tax Options Dimensions 14...
Page 341 DIM11 DATA Date mm/dd/yy Rev10.0.1 Port Store 01 Store Number Choose Selection: +-------------------------------------+ 1. Default Printer Programs 2. Alternate Printer Programs 3. Password Account Print Programs | 4. Custom Transaction Descriptions | | 98. Change Store +-------------------------------------+ <Esc>=End Dimensions 14...
Page 342 Enter Y if all entries are correct. Or enter N to not make the changes. You can also save the changes to all other stores. 7 Press Esc when the cursor is at to return to the 1. Invoices Sales Print Options Menu Dimensions 14...
Page 343 Enter Y if all entries are correct. Or enter N to not make the changes. You can also save the changes to all other stores. 12 Press Esc when the cursor is at to return to the 1. Invoices Sales Print Options Menu Dimensions 14...
Page 344 Slip printer (NCR & Merit). Preprinted form has company name and address already printed on it. ** Blank form does not have company name and address already printed on it. The computer will print the company name and address on each ticket. Dimensions 14...
Page 345 Same as DS04005. Prints 2 copies. Preprinted form has company name and address already printed on it. ** Blank form does not have company name and address already printed on it. The computer will print the company name and address on each ticket. Dimensions 14...
Page 346 Preprinted form has company name and address already printed on it. ** Blank form does not have company name and address already printed on it. The computer will print the company name and address on each ticket. Dimensions 14...
Page 347 Prints amount of line instead of “ORDER”. Preprinted form has company name and address already printed on it. ** Blank form does not have company name and address already printed on it. The computer will print the company name and address on each ticket. Dimensions 14...
Page 348 Both areas need to be checked: See Steps 3-7. 1. Payment Methods See Steps 8-22. 2. Rep Number Descriptions Steps 3-7 : PAYMENT METHODS 3 From the , select 1 for Sales Descriptions Menu Payment Methods Dimensions 14...
Page 349 11 Print the report on paper and check the assigned sales rep codes and descriptions. 12 If needed, add or change any assigned sales rep descriptions. Return to the Sales and select 5 for Variable File Maintenance Menu Descriptions Dimensions 14...
Page 350 The POS program asks for Loaded By only if you are saving loaded by totals (set up in Sales Variable File, Miscellaneous Codes, History). Identify each person who can load orders with a rep number and description (name). Dimensions 14...
Page 351 (V)iew Next Record (E)nd Enter A if you wish to add a new record. (Or enter V if you wish to view the next record in the REP.D file.) The program continues by asking for the Rep Name Dimensions 14...
Page 352 (POS/PO written by, delivered by, loaded by, checked by, and PO received by) except trucks: Add record to all other types but trucks <Y/N>? Or change it if you were in the change mode: Save field 4 & 5 changes to all other types but trucks <Y/N>? Dimensions 14...
Page 353 1. Cash Invoice Message Lines: LINE 1 (THESE THREE LINES ARE DEFINED BY THE USER)_ 2. Charge Invoice Message Lines: THANKS FOR SHOPPING WITH DIMENSIONS MESAGE LINE 2 THESE LINES ARE USER DEFINED!!! 3. Cash Return Message Lines: INSERT 1ST LINE OF CASH RETURN MESSAGE HERE 4.
Page 354 8. Transfers invoice. +----------------------------------+ 9. POS Batch Number Scroll / Select - Separate Transactions <Esc>=Change Store Check the displayed store number. Change if necessary (press Esc to back up on line and enter the appropriate store number). Dimensions 14...
Page 355 5 After changing the entries, the computer asks: Save Changes <Y/N>? Enter Y if all entries are correct. Or enter N to not make the changes. 6 Press Esc when done to return to the Sales Variable Maintenance Menu Dimensions 14...
Page 356 +---------------------------------+ Scroll / Select - G/L Posting Method See Chapter 7, General Ledger, Determining G/L Posting Method for Sales, for information on this field. Enter the code corresponding to the desired method of posting sales to the G/L. Dimensions 14...
Page 357 Store 01 Store Number Choose Selection: +----------------------------+ 1. History 2. Transfers 3. Foreign Exchange 4. Purge/Update Dates | 98. Change Store +----------------------------+ <Esc>=End Check the displayed store number. Change if necessary (select 98 and enter the appropriate store number). Dimensions 14...
Page 358 6. Save Written by Group sell by inventory group. It will be printed on the Group Totals-Written By report found under Sales Analysis. It comes from the TOTG0.D file. N = Do not save written by sales rep by group information. Dimensions 14...
Page 359 Enter Y if all entries are correct. Or enter N to not make the changes. You can also save the changes to all other stores. 6 Press Esc when the cursor is at to return to the 1. Reprint/Delete Code Sales Miscellaneous Menu Dimensions 14...
Page 360: Getting Into The Accounts Receivable Variable File
Chapter 8. Point of Sale (POS) Getting into the Accounts Receivable Variable File 1 Sign on with a manager password. 2 From the , select 3 for DIMENSIONS MAIN MENU Accounts Receivable 3 The computer displays: +----------------------------------------------------------------------------+ DIM11 DATA ACCOUNTS RECEIVABLE | 11.0|...
Page 361 6 You are returned to Step 3 to enter another terms code to check due and discount dates. Repeat Steps 3-5 for each terms code. 7 When done, press Esc when the cursor is at to return to the 2. Terms Number Variable File Maintenance Menu Dimensions 14...
Page 362: Getting Into The General Ledger Variable File
Chapter 8. Point of Sale (POS) Getting into the General Ledger Variable File 1 Sign on with a manager password. 2 From the , select 6 for DIMENSIONS MAIN MENU General Ledger 3 The computer displays: +----------------------------------------------------------------------------+ DIM11 DATA === GENERAL LEDGER MENU === | 11.0|...
Page 363 Enter Y if all entries are correct. Or enter N to not make the changes. 5 You are returned to Step 2 to enter another store to check. Repeat Steps 2-4. 6 When done, press Esc when the cursor is at to return to the 1. Store Number Variable File Maintenance Menu Dimensions 14...
Page 364: Getting Into The System Manager Variable File
Chapter 8. Point of Sale (POS) Getting into the System Manager Variable File 1 Sign on with a manager password. 2 From the , select 8 for DIMENSIONS MAIN MENU System Manager 3 The computer displays: +----------------------------------------------------------------------------+ DIM11 DATA === SYSTEM MANAGER === | 11.0|...
Page 365 See on line help for more information on this screen. This name appears at the top of every menu and most 1. Company Name screens in the Dimensions system. Check the number of stores. 2. Number of Stores (1-999) Enter the current fiscal year, 4 digits. The current Totals 3.
Page 366 NOTE: Port Options and Printer Assignments should be checked by your Implementation Specialist. Because of the vast array of software options, hardware configurations, and different operating systems, these entries are best set up by Dimensions for your initial installation. SYSTEM MANAGER—3. STORE NAME & ADDRESS...
Page 367: Run A Partial Day End
System Manager Variable File Maintenance Menu Run a Partial Day End 1 Sign on with a system manager password. 2 From the , select Dimensions Main Menu Day End/Month End/Year End 3 Select 1 for Day End 4 Select 3 for Display File Status 5 Print the File Status report and check all file size.
Page 368 Chapter 8. Point of Sale (POS) This page intentionally left blank. Dimensions 14...
Page 369 Appendix A APPENDIX A. TERMINALS & PRINTERS Dimensions 14...
Page 370: Appendix A: Terminals & Printers
Appendix A APPENDIX A: Terminals & Printers Terminals IBM 3151 IBM 3153 Wyse 50 Wyse 55 Wyse 60 Wyse 150 Terminal Trouble Shooting Printers Okidata 292 Okidata 320/321 Okidata 3410 - parallel & serial Printer Trouble Shooting Dimensions 14...
Page 371: Terminals
S E T U P M E N U GENERAL COMMUNICATION PRINTER FUNCTION Line Speed (bps) 19200/9600 Word Length (bits) Parity Stop Bit S E T U P M E N U GENERAL COMMUNICATION PRINTER FUNCTION Recall Save Default Reset Terminal Clear Status Mode Adjust Dimensions 14...
Page 372: Function Key Setup
Function Key Setup You can define function keys F5 through F32 from the keyboard. F1 through F4 are reserved for Dimensions’ use and must not be changed. F17 through F32 are selected when the respective key (F1 through F16) is pressed with the Shift key.
Page 373: Ibm 3153
N = Exit setup. The changes will take effect but will be lost if the terminal is reset or turned off (except for function keys and answerback message programming which are saved regardless of the way you exit setup). Dimensions 14...
Page 374: Default Parameters
= ON F10 = TABS AUTO INIT TABS = OFF DEFAULT TABS = DEFAULT F11 = ANSBK ANSWERBACK MODE = OFF REST ARE DEFAULTS F12 = PROG (FUNCTION KEYS) ALL DEFAULTS or PROGRAM AS NEEDED (see Function Key Setup) Dimensions 14...
Page 375: Function Key Setup
Select the function key you Choices wish to program by pressing Enter. NOTE: Do not use 01-04. They are reserved for Dimensions’ use. 5 Go to the area and enter the appropriate data that you obtained above.
Page 376: Wyse 50
This is for the F1 function key. Do not program the F1 function key. It is used in SDEDIT and EDIT and cannot be used for anything else. Press the actual function key you want to program (F2 through F16). Dimensions 14...
Page 377 8 Enter A to save the function keys. The terminal will take a few seconds to adjust its memory and then returns to the original program. 9 Go to the play company and test your new function key settings before using them in your live data. Dimensions 14...
Page 378: Wyse 55
FKEY LOCK = OFF NEWLINE = OFF PRINT = ASCII PRINT AREA = PAGE PRINT TERM = NONE SEND = ALL SEND AREA = PAGE SEND TERM = NONE XFER TERM = EOS AUTO ANSWERBACK = OFF KEYS = TYPEWRITER Dimensions 14...
Page 379: Function Key Setup
7 The computer asks Press the Space Bar to change the displayed SAVE? response to All. 8 Press F12 to exit. 9 Go to the play company and test your new function key settings before using them in your live data. Dimensions 14...
Page 380: Wyse 60
LABELS = OFF WPRT INTENSITY = DIM AUTO PAGE = OFF SAVE LABELS = OFF WPRT REVERSE = OFF TVI955 = NO SPACE PAGE EDIT = OFF WPRT UNDERLINE = OFF VP 60 BLK END = NONE TEST = OFF Dimensions 14...
Page 381: Function Key Setup
The terminal will take a few seconds to adjust its memory and then returns to the original program. 9 Go to the play company and test your new function key settings before using them in your live data. Dimensions 14...
Page 382: Wyse 150
SEND AREA = SCREEN SEND TERM = NONE XFER TERM = EOS AUTO ANSWERBACK = OFF KEYS = TYPEWRITER BAUD RATE = 19200/9600 DATA/PARITY = 8/NONE STOP BITS = 2/1 PRINTER = SERIAL (unless otherwise specified to be parallel) Dimensions 14...
Page 383: Function Key Setup
7 The computer asks Press the Space Bar to change the displayed SAVE? response to Yes. 8 Press F12 to exit. 9 Go to the play company and test your new function key settings before using them in your live data. Dimensions 14...
Page 384: Terminal Trouble Shooting
9 Move terminal to a working terminal port to verify that the terminal is bad and not the port. If the port is bad, call Dimensions hardware support. 10 If possible, re-boot the system. All users must be signed off the system.
Page 385: Printers
DATA BITS 7 / 8 PRTCL RDY/BSY / XON/XOFF DIAG TEST BUSY LINE SSD- / DTR BAUD RATE 19.2 / 9.6 DSR SGNL INVALID DTR SIGNL RDY ON PWR UP BUSY TIME FORM TEAR OFF 11/12” AUTO LOAD Dimensions 14...
Page 386: Okidata 320/321
Serial Data 7 or 8 Bits Protocol RDY/BSY / XON/XOFF Diagnostic Test Busy Line SSD- / DTR / RTS Baud Rate 19200 BPS / 9600 BPS DSR Signal INVALID DTR Signal READY ON POWER UP Busy Time 200 ms Dimensions 14...
Page 387: Okidata 3410 - Parallel & Serial
Press SET until you come to the setting you want (see the standard printer settings below). Then press ITEM to move to the next item. Exit Menu Select mode Press EXIT. This saves your changes and exits the menu. Dimensions 14...
Page 388: Standard Printer Settings (Okidata 3410-Parallel & Serial)
Serial Data 7 or 8 Bits Protocol RDY/BSY / XON/XOFF Diagnostic Test Busy Line SSD- / DTR / RTS Baud Rate 19200 BPS / 9600 BPS DSR Signal INVALID DTR Signal READY ON POWER UP Busy Time 200 mS Dimensions 14...
Page 389: Printer Trouble Shooting
8 Move printer to a working printer port to verify that the printer is bad and not the port. If the port is bad, call Dimensions hardware support. 9 If possible, re-boot the system. All users must be signed off the system.
Page 390 Appendix A This page intentionally left blank. Dimensions 14...
Page 391 Appendix B APPENDIX B. EXERCISE SOLUTIONS Dimensions 14...
Page 392: Appendix B: Exercise Solutions
Appendix B APPENDIX B: Exercise Solutions Accounts Receivable Exercises Inventory Exercises Accounts Payable Exercises Dimensions 14...
Page 393: Accounts Receivable Exercises
33.Install Pmt 34.SSN # 35.Resale Price Level 36.Delivery Zone 37.Route Difficulty 38.Map Code 39.Ship To 1 40.Ship To 2 41.Ship To 3 42.Builder's Club # 43.Email 44.Cell Phone 45.Message/Note 1 46.Message/Note 2 47.Message/Note 3 <Esc>=End <F1>=Help <UpA>=New Job Dimensions 14...
Page 394 They now have a P.O. Box 3526 in addition to their street address. Change the accounts to have the new mailing address. 1.Cust No 8700.002 2.Name ANGIE SMITH CONSTRUCTION 3.Addr 1 PO BOX 3526 4.Addr 2 3215 SOUTH DIVISION ST. 5.Addr 3 INDIANAPOLIS, IN 6.Zip 45987 Dimensions 14...
Page 395 25. Allow Spiff Pricing 14. Charge FC if Payment Recvd (Y/N) 26. Customer Return Hold #(0-99) 15. Calculate FC on Fin Charges (Y/N) 27. Special Flag 28. Volume Discount Code (0-99) 29. Vol Disc on Discbl Amt (Y/N) Dimensions 14...
Page 396 33.Install Pmt 34.SSN # 35.Resale Price Level 36.Delivery Zone 37.Route Difficulty 38.Map Code 39.Ship To 1 40.Ship To 2 41.Ship To 3 42.Builder's Club # 43.Email 44.Cell Phone 45.Message/Note 1 46.Message/Note 2 47.Message/Note 3 <Esc>=End <F1>=Help <UpA>=New Job Dimensions 14...
Page 397: Inventory Exercises
Print Group Totals (Y/N) Type 2 Items Only (where applicable) Print Items Not in IM2 (Y/N) Number of Copies Store Number Report Date mmddyy Select Optional Field (Y/N) <Ent> = Print Report (E) = End (1) = Input Parameters Dimensions 14...
Page 398 47. Price Adj 8 17. Ex Gross Marg 20.00 30. Misc Code-2 48. Price Adj 9 18. Cost Percent . 00 31. Assoc # 19. Second Desc <UpA> = Enter Group/Section <Esc> = Change Store <Ent> = Next Sequence Dimensions 14...
Page 399 47. Price Adj 8 17. Ex Gross Marg 20.00 30. Misc Code-2 48. Price Adj 9 18. Cost Percent . 00 31. Assoc # 19. Second Desc <UpA> = Enter Group/Section <Esc> = Change Store <Ent> = Next Sequence Dimensions 14...
Page 400 47. Price Adj 8 17. Ex Gross Marg 20.00 30. Misc Code-2 48. Price Adj 9 18. Cost Percent . 00 31. Assoc # 19. Second Desc <UpA> = Enter Group/Section <Esc> = Change Store <Ent> = Next Sequence Dimensions 14...
Page 401: Accounts Payable Exercises
18. 1099 - ID 25. Minimum Order 19. Pay To Vendor 26. Add OM4.D Auto (Y,N,P,S,C) 20. Separate Check Each Inv# 27. Catalog Default(I,M,V) 21. Disc Terms (1=#Days,2=Day) 28. Cost Default(A,M,L,B,V,O,U) 29. Message 1 30. Message 2 31. Message 3 <Esc>=End Dimensions 14...
Page 402 18. 1099 - ID 25. Minimum Order 19. Pay To Vendor 26. Add OM4.D Auto (Y,N,P,S,C) 20. Separate Check Each Inv# 27. Catalog Default(I,M,V) 21. Disc Terms (1=#Days,2=Day) 28. Cost Default(A,M,L,B,V,O,U) 29. Message 1 30. Message 2 31. Message 3 <Esc>=End Dimensions 14...
Page 403 P. O. BOX 5111 ATLANTA, GA 30333 (416)5551222 1018 GEORGIA PACIFIC -DENVER PO BOX 1497 DENVER CO 54691 303-415-1434 1019 STANDARD DOOR SUPPLY 4588 SOUTH 330 EAST PROVO,UTAH 84660 5551234 2000 BEST MILL COMPANY 12345 MAPLE STREET WESTMILL, WA 94166 206-555-3265 Dimensions 14...
Page 404 20. Disc Terms (1=#Days,2=Day) 32. Last Check Date 21. Discount: Days10 Percent 33. Add OM4.D Auto (Y,N,P,S,C) 23. Lead Time 34. Catalog Default (I,M,V) 24. G/L Debit Account 1312.00 35. Cost Default (A,M,L,B,V,O,U) 25. Minimum Order Enter Option (A,V,C,E,?): Dimensions 14...
Page 405 Appendix C APPENDIX C. FIELD DEFINITIONS Dimensions 14...
Page 406: Appendix C: Field Definitions
Appendix C APPENDIX C: Field Definitions Add New Customers Add New Items Add New Vendors Add/Maintain G/L Master (GM1) Dimensions 14...
Page 407: Add New Customers
4. Other methods of numbering sometimes used: - Use last 6 digits of phone number - Give often-used customers easy to remember account numbers (i.e., "5555" or “123”) Dimensions 14...
Page 408 2. The A/R groups set up in the standard G/L chart of accounts are: 1 - A/R Trade (1210.00) 2 - A/R Other (1220.00) 3 - A/R Employees (1230.00) 4 - A/R Affiliate Co. (1240.00) 3. If no special groupings are required, enter 1 for all accounts. Dimensions 14...
Page 409 Sales Variable File option which makes it a company-wide feature. See Sales Variable File, Entry Options, POS Back Screen, field 1 (Require Ship To Addresses on Invoice = Y). This works only if PO Req=S or B here in CM1.D. Dimensions 14...
Page 410 POS. Sales information by assigned and written by salesmen is found on the Sales Analysis Report. 4. If you do not use rep numbers, set up salesman number 1 as HOUSE ACCOUNT and assign it to all customers. Dimensions 14...
Page 411 2. 1-31=Send statement on a certain day of the month different from your normal month end run of statements. The statement programs allow you to enter a statement day to match the day entered here so only the accounts matching the statement day are printed. Dimensions 14...
Page 412 This will work only if you are saving sales history because the invoice detail comes from Sales History (SH0.D). N= Will not print the invoices after printing the customer's statements. Dimensions 14...
Page 413: Customer Misc. File (Cm2.D) Fields
Social Security Number – up to 11 characters 34. SSN # (CM2.D). Used in custom software only. Contact Dimensions 35. Resale Price Lvl for further information. Customer Misc. File (CM2.D) Fields: Used in Dispatch & Delivery system. See DDS 36.
Page 414: Extra Signatures File (Cm14.D) Fields
Repeat until all names are entered. This first screen allows up to 54 names. After pressing to end this extra signatures entry process, the computer asks: Enter=Accept Signatures <Esc>=Reject Signatures Press Enter to accept them. Or press Esc to reject them. Dimensions 14...
Page 415: Customer Credit File (Cm10.D) Fields
Enter the credit contact person. This could be 1. Credit Contact different from the contact person you entered above. It can be up to 20 characters. Enter up to 12 characters for this customer's fax 2. Fax Number number. Dimensions 14...
Page 416: Add New Items
4 digits allow you to make each item number unique. The last 4 digits keep items in a logical sequence. The unique number can be used 2 different ways-- numbering dimensional lumber and non- lumber items. Dimensions 14...
Page 417 3. It is required for all items. There can be no duplicate catalog numbers. 4. If you are using price stickers, the stickers can be printed with the catalog number. 5. Most inventory reports can be sorted and printed in catalog number order. Dimensions 14...
Page 418 (invoices, returns, quotes, orders), purchase orders, receipts, inventory reports, item searches, and inventory file inquiries. 2. If the description needs to be longer than 31 characters, use the second description line. See below. 19. Second Desc 20. Second Desc Use Dimensions 14...
Page 419 Variable File for Inventory, Other Options, Running Balance, field Also, the item must Keep Running Balance (Y/N) = Y. be set up to be a perpetual item (field 32, Perpetual = N Dimensions 14...
Page 420 Appendix C T = tagged item. Used in conjunction with the wholesale system (optional software). Contact Dimensions to use this feature. D = description only item (no cost will be entered). In Purchasing and POS, this item will create a...
Page 421 32.000 3200 (The following item types require additional dimensions to be entered as a tally in Point of Sale and Purchasing and Receiving. If the conversion factor is not zero, it will be used in calculating the total units. Inventory is controlled by units.)
Page 422 4 = Random length and random width. Tally at POS will call for the width, number of pieces, and length. 5 = Dimensions - random length. Tally at POS will call for the number of pieces and length. An example of this item type would be oak lumber which comes in varying thicknesses (5/4 or 4/4).
Page 423 For example, if an item’s cost is $10.00 and you want to mark up from cost, enter 10.00 in List/Base. Then enter the percentages to mark up in Price Adjustments 1-9: Dimensions 14...
Page 424 Price Actual Level Price Selling price Adjustment for: Price Adj 1 $20.00 PL 1 = 20.00 Price Adj 2 $18.00 PL 2 = 18.00 Price Adj 3 $16.00 PL 3 = 16.00 Dimensions 14...
Page 425 NOTE: DO NOT assign customers Price Levels 6-9 if you have inventory items with a Price Basis of 10-13. This is because Price Adjustments 6-9 will hold quantity breaks rather than percentages or dollar amounts. Dimensions 14...
Page 426 Same as price basis 3 (gross margin % markup/markdown) but also gives quantity breaks as described above for price basis 10. The market cost of an item depends on the option 15. Mkt Cst Bas you select here. There are 7 options. Dimensions 14...
Page 427 2. On type 2 items, you must enter a conversion factor for 1 foot. 3. Leave this field blank if there is no conversion factor for this item and you wish the item to be priced and controlled by each. Dimensions 14...
Page 428 1. If no other cost value is present (average, last, 18. Cost Percent market), the percentage in this field (9999.99) is multiplied by the selling price to compute a cost. For example: Selling Price = 2.00 Cost Percent = 80.00 Cost is computed as 1.60 Dimensions 14...
Page 429 2. This works on selected POS print programs only (see above). Contact Dimensions if 19. Second Desc you wish to request custom print programs for invoices and/or quote and order pre-printed forms.
Page 430 1. This field works in conjunction with the 26. Purchasing Code purchasing function. It allows you to purchase at one unit of measure and sell at another. You can use one of the following codes or leave blank for no special purchasing features. Dimensions 14...
Page 431 3. It is also used in conjunction with the delivery system. Y = this item will be selected when printing price 28. Prt Price Stckrs stickers and/or bin labels. N = this item will not be selected when printing price stickers and/or bin labels. Dimensions 14...
Page 432: Inventory Store Data File (Im2.D) Fields
Conv Factor = per 1000 Price do not save the 13 month history for this item. 33. No History N = save the 13-month history for this item. Most items will probably be kept in this history (IM3.D). Dimensions 14...
Page 433 4. It is especially important to have a correct average cost for your inventory items. The average cost not only affects your inventory Dimensions 14...
Page 434 3. If you use average cost, do not enter a LIFO cost. 4. This value is manually maintained. The computer does not calculate a LIFO cost for you. You would enter or change this value through file maintenance for Inventory Store Data (IM2.D). Dimensions 14...
Page 435 . They are both related to List/Base Price Adj 1-9 Enter a value for Price Adjustment 2 (price level 2). 41. Price Adj 2 Enter a value for Price Adjustment 3 (price level 3). 42. Price Adj 3 Dimensions 14...
Page 436: Multiple Vendor File (Om4.D) Fields
Press Tab to accept or enter the vendor’s catalog number for this item. 2. This vendor’s catalog number will not affect the catalog number stored in IM1.D. Different vendors may have different catalog numbers for the same time. Dimensions 14...
Page 437: Multiple Location File (Im9.D) Fields
.0000 29. Misc Code-1 60. Location 2 _______ 17. Ex Gross Marg 30. Misc Code-2 **** BC1.D - Bar Codes **** 18. Cost Percent 31. Assoc # 61. Bar Code 1 19. Second Desc 62. Bar Code 2 Dimensions 14...
Page 438: Bar Code File (Bc1.D) Fields
2. Or press Enter to bypass entering any bar codes. 1. Enter a second bar code if needed for this item. 62. Bar Code 2 2. If you had pressed Enter at , skip this Bar Code 1 field. Dimensions 14...
Page 439: Add New Vendors
Enter the name as you wish it to appear on the screen on printed on reports (i.e., INTERMOUNTAIN SUPPLIERS or Intermountain Suppliers. 2. Company names are alphabetized by the first letter of the first name. For example: FRANDSOM CONTRACTORS FRANK WHITE INDUSTRIES, INC. FULLER ELECTRIC Dimensions 14...
Page 440 12 characters. For example: 800/222-3333 800-222-3333 222-3333 X45 Enter the vendor’s fax number, up to 12 characters. 10. Fax Enter the name of the contact person for this 11. Contact vendor, up to 20 characters. This is optional. Dimensions 14...
Page 441 YTD amount paid, YTD discounts taken, YTD discounts lost, and vendor balance) will be stored under vendors 305, 310, 315, and 320. 2. If you pay another vendor, remember to add that vendor to the file also. Dimensions 14...
Page 442 2. This is optional and for your information only. 1. The Multiple Vendor File (OM4.D) is used in 26. Add OM4.D Auto inventory for holding vendors by item. It is also (Y,N,P,S,C) used in purchasing and receiving inventory items. Dimensions 14...
Page 443 Otherwise it is the purchase price. U = vendor’s ordering cost updated with package cost for each receipt from OM4.D. (O and U refer to OM4.D. Vendor cost is updated by PO receipts for the item from that vendor only.) Dimensions 14...
Page 444: Vendor Message/Fax File (Am2.D) Fields
2. These messages appear at File Inquiry and when entering invoices after you select a vendor. Enter the second line of vendor message, up to 40 30. Message 2 characters. Enter the third line of vendor message, up to 40 31. Message 3 characters. Dimensions 14...
Page 445: Add/Maintain G/L Master
Petty Cash Store 2 etc. Enter 1 if the account is to appear on the P&L (an 3. Type (1=In/Exp 2+As/Liab) income or expense) or 2 if it is to appear on the Balance Sheet (an asset or liability). Dimensions 14...
Page 446 6. If this account does not require a current monthly balance, press Enter through each field. Or you can press . (period) and Enter to end entering all balances at any time. The account will be added or changed and you will return to 1. Control # Dimensions 14...
Page 447 3. If this account does not require a budget amount, press Enter through each field. Or you can press . (period) and Enter to end entering all budgets at any time. The account will be added and you will return to 1. Control # Dimensions 14...
Page 448 . (period) to end entering further budget information at any time. The account will be added and you will return to 1. Control # Working Bud - Period 02: Working Bud - Period 01 through Working Bud - Period 14: Dimensions 14...
Page 449 Appendix D APPENDIX D. SYSTEM MANAGER HANDBOOK Dimensions 14...
Page 450: Appendix D: System Manager Handbook
As the system manager, you are responsible for distributing and controlling the passwords being used for access into the Dimensions system. The standard passwords come set up already. However, you may feel it necessary or desirable to change these standard passwords. The information in this handbook will help you maintain the password file.
Page 451: Part 1: Passwords
5:54, 5:51, DM0001 Installation- INSTALL 2nd level XMARS MGR1 MANAGER 5:54, 5:51, DM0000 System Manager XSNOW SECOND 5:54, 5:51, DM0000 System Manager-2nd level XFLY INVCON INV. CNTRL 5:54, 5:51, DM0000 Operations XDRINK CNTR COUNTER 5:54, 5:51, DM1000 Transaction Entry Dimensions 14...
Page 452 NAME LEVEL LIST NAME BEGIN BEGIN BEGIN GEN1 Operating system access OPERATING SYSTEM NEVER use these passwords unless directed by a Dimensions support analyst. Never change or delete them. PASSWORD ACCOUNT / USER USER SEARCH MENU INITIAL PROGRAM SIGNON NAME...
Page 453: Passwordfm - How To Create New Password
NOTE: If the first character is “/”, the system does not allow the user signed on with that password to gain access to the SuperDOS prompt. NOTE: Cursor movement on this screen includes the arrow keys and the Enter key. Pressing Enter does not erase the field as it does in the Dimensions programs. Dimensions 14...
Page 454 This field determines the relative level of the user signed on to this password. The highest level is 7 which should only be used for actual system passwords and the password used to maintain the password file. Dimensions software contains some security features tied to the user level. They are: a.
Page 455 1. Type an “X” under the desired user group numbers. Use the arrow keys to move around. For most installations, enter an “X” under 1 (data files), 51 (Dimensions programs and jobs), and 31 (month end files). If the password does not have an access flag in a specific user group, the user will not be able to see any files in that user group with a directory listing nor will they be able to access files in that user group in any way.
Page 456 PASSWORDS AS SHOWN ON THE PASSWORD LIST! 13 After you add a new password containing MG200 in the Initial Program Command , you must log the password to a menu using MG500. See the next part. Line NOTES: Dimensions 14...
Page 457: Mg500- How To Assign A Menu To A Password
PRINTER QUE: Press Enter. 11 The cursor moves to If you would like this password to FUNCTION (C,D,E,?). Auto Bye Off, enter C for Change. 12 Press Enter at (this does not erase your entries). PRIORITY DEFAULT MENU Dimensions 14...
Page 458 Enter Y and press Enter. 14 Press Enter at PRINTER QUE 15 At , enter E and press Enter. FUNCTION 16 At , enter E and press Enter. You are returned to the SIGNON NAME SuperDOS prompt. NOTES: Dimensions 14...
Page 459: Print A Password List
Default Menu From XSECUR Auto Bye Off From XSECUR PRINT Q Printer Que From XSECUR User Level From PASSWORDFM SEARCH LIST Search List From PASSWORDFM 4 After you print the report, you are returned to the SuperDOS prompt. NOTES: Dimensions 14...
Page 460: Expand A Password File
(i.e., 10). Do not change the filename (PASSWORD). Merely press Enter. 13 While still in the rename utility, rename 5:1:PASSWORD to 5:0:PASSWORD using the same method as in Step 11. Dimensions 14...
Page 461: Part 2: Menus
Like passwords, menus can be changed as well. You could design customized menus but you need to keep track of the changes you make. When Dimensions sends out program update and software releases, we may send the menu file again to accommodate new programs. If you have changed your menus, be sure you can recreate them.
Page 462: Maintain Menu File
2 If you enter a menu I.D. that does not already exist, the computer asks: MG100 REV 1.0 MENU FILE MAINTENANCE MENU: DESCRIPTION TYPE PRIORITY CALLS PROGRAM ENTER MENU ID (OR 'E' TO END): DM88888 THIS MENU DOES NOT EXIST - DO YOU WISH TO CREATE IT? Dimensions 14...
Page 463 3 If you entered an existing menu I.D. above, the computer displays at the bottom of the screen: MG100 REV 1.0 MENU FILE MAINTENANCE MENU: DM00000 === DIMENSIONS MAIN MENU === DESCRIPTION TYPE PRIORITY CALLS PROGRAM FUNCTION (C D E H I V X ?): Enter one of the following options: Change the selected menu.
Page 464: Change
Press Enter after entering new information in a field to go to the next field. 8 After you make all the desired changes, the cursor is positioned under Enter “.” (period) and press Enter to end the change mode. Dimensions 14...
Page 465: Delete
This field holds up to 30 characters describing the DESCRIPTION menu option. The Dimensions system uses an upper/lower case style for the standard menus. Enter the description exactly the way you wish it to appear as the menu option.
Page 466 . For example: MG100 REV 1.0 MENU FILE MAINTENANCE MENU: DMTEST DIMENSIONS TEST MENU DESCRIPTION TYPE PRIORITY CALLS PROGRAM Enter the sequence number you wish to delete from the menu. 14 The computer displays the detail for the selected sequence number. For example: MG100 REV 1.0...
Page 467: Heading
ENTER NEW MENU HEADING: Enter up to 40 characters for the new heading or press Tab to leave unchanged. Dimensions uses all capital letters for the standard menu headings. 19 You are returned to the options in Step 3 ( .
Page 468: View
FUNCTION (C D E H I V X ?) fits on one screen, the computer displays . Press Enter to NO MORE RECORDS acknowledge this message and get to the options FUNCTION (C D E H I V X ?) NOTES: Dimensions 14...
Page 469: Print Menus
Starting Menu ID Enter the first menu I.D. you wish to print or press Tab to begin with the first menu. Dimensions menus are identified with DM followed by 5 or more numbers. The main menu is DM00000. Ending Menu ID Enter the last menu I.D.
Page 470: Part 3: Error Messages
EXCEPTION ERROR # CAUSE COMMENTS EXCEPTION ERROR 02 Power, memory Reboot system. Call Dimensions support if getting frequent exception errors. EXCEPTION ERROR 06 Power, memory Reboot system. Call Dimensions support if getting frequent exception errors.
Page 471: Basic & Superdos Errors
This message can indicate a possible hardware problem. Call Dimensions support. ERR BASIC -150 SD 23 File not found Call Dimensions support. ERR BASIC -163 SD 36 Bad FCB validation code Indicates an error in a file. Call Dimensions support.
Page 472: Program Errors
Appendix D Program Errors These errors occur while in the Dimensions programs if there is invalid input or information missing in a file. ERROR CAUSE COMMENTS nn:nn:nn NOT FOUND VM0 Missing information in the The first two digits stand for the...
Page 473: Part 4: What To Do In Case Of
They can answer Y and finish the transaction or N to cancel the previous transaction and not work on it. 4 Enter any hand-written sales tickets to record the transactions, which occurred during the power failure. You can return to normal processing. NOTES: Dimensions 14...
Page 474: Electrical Storm
5 When it is safe to bring the system up, plug in everything you unplugged earlier and turn the peripherals on. Turn on the computer (CPU) and resume processing. Enter any hand-written sales tickets. NOTES: Dimensions 14...
Page 475: Part 5: Variable File Options For Inventory & A/R
1 From the , select 2 for Dimensions Main Menu Inventory 2 Select 9 for Inventory Variable File 3 Select 6 for...
Page 476: Add/Maintain Cm1/Cm2 Fields
If this record does not exist or if no fields are checked, then all fields will be available for the password account. 1 From the , select 3 for Dimensions Main Menu Accounts Receivable 2 Select 6 for A/R Variable File...
Page 477 | [V] NoChg, View, Def | [X] 17. Save History [X] 34. Temp Terms | [D] NoChg, NoView, Def | [X] 18. Save Lien [X] 35. Resale Price Lev 0+--------------------------+ <Esc>=Go Back One Field <Tab>=Go Forward One Field (.)=End <F1>=Help Dimensions 14...
Page 478 “.” (period) and Enter. 9 You are returned to . To end this procedure, press 1. Enter Password Account Esc. You are returned to the previous menu. 10 Repeat for option 2, Add/Maintain CM2 Fields Dimensions 14...
Page 479: A/R Inquiry Fields
4 When you are done selecting fields, you can either press Enter through the remaining fields or enter “.” (period) and Enter. 5 You are returned to . To end this procedure, press 1. Enter Password Account Esc. You are returned to the previous menu. NOTES: Dimensions 14...
Page 480 Appendix D This page intentionally left blank. Dimensions 14...
Page 481: Index
CM1 · 96 detail · 134 change selected fields CM1.D · 96 item pricing · 133 exercises · 141 lien data · 133 solutions · 385 misc · 134 file maintenance signatures · 133 adding customers · 77 Dimensions 14...
Page 482 A/R group account numbers · 109 calendar month · 45 cash receipts bank account numbers · date · 45 store number · 45 miscellaneous codes · 110 bid · 404 print discount amount on invoices · 110 Bid/Spiff/Matrix Detail File BD0.D · 147 Dimensions 14...
Page 483 Bid/Spiff/Matrix Header File BH0.D · 147 price/adjustment changes · 190 billing type · 327 market cost · 189 boot price levels · 189 SuperDOS · 22 print price book · 198 cold/hard · 22 cost percent · 189, 420 warm/soft · 22 costs ·...
Page 484 MTD net edit options (A,V,E,?) · 40 change · 289 electrical storm · 466 middle of fiscal year using YTD balances · enter description · 412 Enter key · 33 beginning balances · 278 Dimensions 14...
Page 485 changing GM1 descriptions · 281, 287 13-Month Transfer History File IM12.D · chart of accounts · 277, 281, 284 files · 279 Associated Items IM10.D · 148 G/L Format Master File GM2.D · 279 Bar Code File BC1.D · 148 G/L Master File GM1.D ·...
Page 486 Variable File · 47 delete · 457 open item · 401 heading · 459 Open Items Applied File CM5.D · 68 insert · 459 Open Items Applied History File CM5H.D · 68 view · 460 manual conventions · 52 Dimensions 14...
Page 487 optional statement late charge descriptions · type · 328 worksheet · 329 order entry · 327 descriptions · 340 payment methods · 340 rep number descriptions · 341 assigned salesperson · 342 checked by · 343 delivered by · 342 PASSWORDFM ·...
Page 488 · 152, 155 quantity break · 173 worksheet · 159 separate check each invoice · 434 Serial Number File SN0.D · 148 ship to address · 327 short description · 169, 410 signature · 402, 406 signatures · 133 Dimensions 14...
Page 489 site planning guide · 6 adequate air flow & cooling · 6 electrical considerations · 7 unique number · 150, 153 noise · 6 dimensional lumber · 153 phone requirements · 7 non-lumber items · 154 places to avoid locating the computer · 8 unit description ·...
Page 490 Work File WSMpp.D · 321 printing · 230, 242 written by group · 350 verify on-hand exceeded · 325 Wyse 150 · 374 vol/weight · 423 Wyse 50 · 368 Wyse 55 · 370 Wyse 60 · 372 Dimensions 14...

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Dimensions 14

Activant Dimensions Getting Started

Chapter 1. Hardware Training

Chapter 2. System Training

Chapter 3. "Go Live" Tracks

Chapter 4. Accounts Receivable

Chapter 5. Inventory

Chapter 6. Accounts Payable

Chapter 7. General Ledger

Chapter 8. Point of Sale (POS)

APPENDIX A: Terminals & Printers

APPENDIX B: Exercise Solutions

APPENDIX C: Field Definitions

APPENDIX D: System Manager Handbook

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Summary of Contents for Activant Dimensions