The Dealer Information folder consists of the following subfolders:
Descriptions of the fields and buttons for these Dealer Information subfolders on the System Configuration screen of the Vision Configuration tab are provided in the following table.
Note: To access the Dealer Information maintenances, you must have the proper security privileges. The File Maintenance Admin job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
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Field or button |
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If your system uses the Supplies subsystem of Vision, select this check box. |
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If your system uses the Furniture subsystem of Vision, select this check box. |
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If your system uses the Machines subsystem of Vision, select this check box. |
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This check box determines whether or not the Vision SupplyPoint invoice template should be used. This invoice differs slightly from the standard invoice that you are accustomed to providing your customers. On the SupplyPoint invoice, Order Number replaces Packing Slip, Placed by replaces Dept:, and Department replaces Requisition No. If the SupplyPoint invoice template should be used, select this check box. If you decide to use the SupplyPoint invoice, it will be used for all of your customers. Note: This field is not used to identify SupplyPoint accounts. If the SupplyPoint invoice template should not be used, do not select this check box: all invoices will be printed using the standard invoice format. |
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If your system is an ASP version of Vision, select this check box. If your system is not an ASP version of Vision, clear this check box. |
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If your system uses an automated credit card processing system that automatically calls for authorizations and settlements, select this check box. If your system does not have an automated system, do not clear this check box: if this is the case, it is necessary to manually call for authorization by phone. |
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If your system uses Vertex sales tax calculation, select this check box. |
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If your system uses the Fax-to-Order functionality, select this check box. |
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If your system uses a separate offline reporting account for End-of-Month reporting, select this check box. |
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If your system is integrated with Microsoft Business Solutions Great Plains financial software, select this check box. |
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If your system is integrated with Microsoft Business Solutions Great Plains financial software, type the name of the system running TSH Great Plains Interface. TSH Great Plains Interface is the middleware tool that is used to connect Vision and Great Plains. This field is available only if the Great Plains Account check box is selected. |
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If your system is integrated with Microsoft Business Solutions Great Plains financial software, type the port number for TSH Great Plains Interface. TSH Great Plains Interface is the middleware tool that is used to connect Vision and Great Plains. This field is available only if the Great Plains Account check box is selected. |
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This drop-down list indicates the sort order for the Open Item Aged Trial Balance Report. Select the appropriate option from the drop-down list:
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This drop-down list indicates the sort order for the Open Item Aged Trial Balance Report. Select the appropriate option from the drop-down list:
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This is the password that users need to enter at A/P EOM to run the Accounts Payable End-of-Month process in Vision Back Office. |
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This is the password that users need to enter at G/L EOM to run the General Ledger End-of-Month process in Vision Back Office. |
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This is the password that users need to enter at G/L Inquiry to use the General Ledger Inquiry in Vision Back Office. |
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This is the password that users need to enter to override a price hold during order processing in Vision Back Office. |
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This is the password that users need to enter to override the maximum line amount (the highest dollar amount allowed for a line item) during order processing in Vision Back Office. |
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This is the password that users need to enter during full case verification in order to skip scanning the UPC code and continue on to verify the label in Vision Back Office. |
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If delivery tickets should be released manually, select this check box. Otherwise, tickets are released automatically during Furniture processing. |
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This check box indicates how the purchase order number should be created in the Furniture subsystem. If this option is selected, the customer order number becomes the PO number with a letter appended to the PO number when the order is generated via End-of-Day (EOD) or on demand from the menu in Vision Back Office. |
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This check box indicates whether data for order and purchasing statistics should be collected. If you select this check box, then order and purchasing statistics are collected during End-of-Month processing; you can generate reports showing these statistics in Vision Back Office (on the main menu, select Sales Analysis Reports, and then select Metrics Profit and Productivity Analysis Menu.) If you do not select this check box, then order and purchasing statistics are not collected and the Metrics Profit and Productivity Analysis programs do not operate. |
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This field allows you to set when sales tax will be considered payable to the government. You have two choices:
If this option is selected, the Monthly Tax Register and the Monthly Tax Register Summary are generated during GL EOM processing and on demand; however, the Monthly Tax Collected Register or the Monthly Tax Collected Register Summary cannot be generated.
If this option is selected, Monthly Tax Collected Register and the Monthly Tax Collected Register Summary are generated during GL EOM processing. In addition, those registers, as well as the Monthly Tax Register and the Monthly Tax Register Summary, can be generated on demand. To run the reports on demand, use Vision Back Office: on the Main Menu, select Accounting Reports, and then select Tax Register Menu. |
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This setting specifies whether to display the companion products dialog, and at what point in the order entry process to display it. For detailed information about this setting, see Enabling the Companion Products Dialog. For complete information about this feature, see About Alternates and Companions. |
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When you create a new part during order entry, this setting determines the stocking indicator value for that part in the warehouse in which you create the part. The choices are:
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Your Vision system collects statistics regarding the movement of products within your warehouses. When it is possible, the system links the movement to warehouse employees to help you determine the productivity and efficiency of your individual warehouse employees and your organization overall. This Days to hold Warehouse Statistics field indicates how many days warehouse statistics should remain in the system for your organization. The minimum number of days is 1, and the maximum is 500; the default is 400. Warehouse statistics that are this number of days old are purged automatically during End-of-Day processing. For more information, refer to Overview of warehouse productivity. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This message will appear on all of your invoices and statements. You can type a maximum of three lines of free-form text, with a maximum of 58 characters on each line. Also, you can type the From and/or To dates (or click the arrow to select a date from the calendar) that you wish to have this message appear on invoices and statements. If you enter dates, you need to select the date by clicking the check box so that a check appears next to the date. If you no longer want to use a date that is selected, clear the check box. If an invoice message has been entered at the warehouse level, the warehouse invoice message is printed instead of the global message. The warehouse invoice message is entered in the Invoice Message field in the Warehouse maintenance on the Vision Configuration tab. |
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This field contains a block of text that prints on the bottom of every quote. You can enter any desired text, such as terms for payment, terms for returns, and so on. |
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You can type up to 50 characters of free-form text to print on your customers' invoices. This savings information, which prints above any global message, includes either the discount percentage or the discount dollar amount, depending on how the Savings Flag is set. The Savings Message is printed on invoices when all of the following conditions are met:
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This drop-down list is where you specify how a discount should be listed on invoices. Valid options are as follows:
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Enter the company news message that should be displayed on the Home Page screen of the Home Page tab. This text box field uses the same font style and size as the Company News message on the Home Page screen, so you'll be able to see exactly how the Company News will look on the Home Page when you enter it in this field. |
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Enter the Special Alert message that should be displayed on the Home Page screen of the Home Page tab. This text box field uses the same font style and size as the Special Alert message on the Home Page screen, so you'll be able to see exactly how the Special Alert message will look on the Home Page when you enter it in this field. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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Select how often you would like individual invoices printed from the menu or during an end-of-period jobstream. The valid options for this field are as follows:
The option you select here is used as the default for the 001 ship to record for a new customer if a cycle type is not selected on the Ship To Main screen on the Customer Maintenance tab. |
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To include a packing list in the box, select this check box. This setting is used as the default for the 001 ship to record for a new customer on the Ship To Preferences screen on the Customer Maintenance tab. |
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To include the pricing information on the printed packing list, select this check box. |
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To have barcodes printed on pick tickets, select this check box. |
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This field indicates the number of delivery tickets that should be printed in the batch delivery ticket print. The maximum allowed is nine. The delivery tickets print in addition to the invoice or packing list. If this field contains 0, no delivery tickets print in addition to the invoice or packing list. This value is used as the default for the 001 ship to record for a new customer on the Ship To Preferences screen on the Customer Maintenance tab. |
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This is the queue name of the fax queue used for fax invoices. It is not an actual printer or fax; it simply allows properly formatted invoices to be faxed to customers during End-of-Day processing. |
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This drop-down list is used to indicate the default order source for two areas of Vision:
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The Consolidated Vendor is applicable if you are using Vision's Retail (counter sales) or Field Service software. For Retail, type the vendor number (use Vendor Master Maintenance and Vendor Detail Maintenance in Vision Back Office to set up the main warehouse as a vendor) to which you want all of your retail store purchases to be consolidated. For Field Service, type the vendor number (use Vendor Master Maintenance and Vendor Detail Maintenance in Vision Back Office to set up the parts warehouse as a vendor) used on the replenishment warehouse's daily pending PO report. When you enter a number in this field, the system checks to make sure that it is a valid vendor number, and the name associated with the vendor number is shown. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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Select the warehouse that should be used as the default to process inventory returns on the Customer Service tab. If you do not specify a warehouse for core and warranty returns, then this warehouse also receives core and warranty returns. For more information about inventory returns, refer to Select the appropriate Action option for a line item. See also Core and Warranty Warehouse by Product Class for information about configuring core and warranty warehouses. |
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Select the reason code that should be used when customers return cores to you. For more information on core returns, refer to Select the appropriate Action option for a line item. |
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This field is not currently used. |
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This field is not currently used. |
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This field is not currently used. |
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This field indicates the percent increase or decrease that the product update program allows for updates to the Product Master records. This is used for wholesaler conversions and substitutes. When a wholesale order uses a different unit of measure than that normally associated with the product, this field helps determine whether to add or update the unit of measure. If the order generates a percentage in excess of the entry in this field, the system should create an error and allow the situation to be handled manually. If the units of measure have costs within this percentage, they are considered the same for wholesaler conversion and substitute logic purposes. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This field is used to set up the maximum sales dollar amount shown in the Sales thermometer in the Customer Compare area on the following screens: |
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This field is used to set up the average sales dollar amount shown in the Sales thermometer in the Customer Compare area on the following screens: |
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This field is used to set up the maximum gross profit percent amount shown in the Profit thermometer in the Customer Compare area on the following screens: |
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This field is used to set up the average gross profit percent amount shown in the Profit thermometer in the Customer Compare area on the following screens: |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This field contains the name of the costing program. This field should not be changed. |
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This field contains the name of the pricing program. This field should not be changed. |
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This field contains the name of the program that logs and shows the flow of order processing activity. This field should not be changed. |
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This field contains the name of the program that logs and shows the flow of order processing activity. This field should not be changed. |
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This field contains the name of the program that logs and shows the flow of order processing activity. This field should not be changed. |
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This field contains the name of the program that logs and shows the flow of order processing activity related to Furniture processing. This field should not be changed. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This check box indicates whether wrap-and-label logic is to be used for S.P. Richards. If wrap-and-label logic should be used for this wholesaler, select this check box. |
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This check box indicates whether wrap-and-label logic is to be used for United. If wrap-and-label logic should be used for this wholesaler, select this check box. |
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If End-of-Day (EOD) should automatically kick off the Allocate Against Stock Backorders process, select this check box. Timing issues on second and third shift operations in a warehouse can sometimes create a situation where stock shortages (which create unfilled stock backorders at bulk verification) are not adjusted before EOD runs and creates new (and undesired) releases. The result is a repeated cycle of stock shortages without an opportunity to correct the quantity-on-hand error, and the customer never receives the merchandise. In facilities that have this timing problem, you can clear this Stock BO Alloc in EOD check box to prevent EOD from running the Allocate Against Stock Backorders process. This will leave the unfilled stock backorders untouched (and not create new releases) until the inventory adjustments are complete to remove the on-hand quantity that was discovered via the stock short. This will allow Purchasing to fill the stock backorder from other sources such as the wholesaler. For systems that have this check box cleared, each warehouse will need to always run the Allocate Against Stock Backorders process manually after purchase order receiving. If you forgot to do so, stock backorders could remain unfilled and attached to purchase orders for weeks (until the next reorder) when the backorder could be filled immediately. Note: Because EOD runs for all warehouses, the Stock Backorder Alloc in EOD check box will necessarily control whether or not the Allocate Against Stock Backorders process runs during EOD for all warehouses. There is a risk that more than one warehouse on the same Vision system may have different expectations. If one warehouse requires that EOD allocation be turned off, it should be done for ALL warehouses, and all warehouses will need to remember to run the Allocate process manually. (To run the Allocate Against Stock Backorders process in Vision Back Office manually, on the main menu, select Purchasing, and then select Backorder Release Processing, and then select Allocate Against Stock Backorders.) |
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Type the number of characters that the Physical Inventory Count Sheet Report breaks on for the warehouse location. So, if your warehouse location specifies aisle/bin/shelf, you can specify that you want the report to break on aisle, aisle/bin, and so on. |
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This field identifies the text identified as the version of Vision creating EDI transmissions to United Stationers. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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If you would like your Vision system to use the product locator logic to track inventory of furniture products in multiple locations, select this check box. This special logic is invoked to build cross-reference files for product numbers and product descriptions, based on a 3- to 9-character partial word search capability, available in various areas of the system. Product Locator is used in furniture warehouses for product staging purposes. Furniture order processing is slow, and usually multiple vendors are used for each specific order. As each vendor delivers product, the warehouse receives the purchase order and the product locator can be updated, indicating where the product will be staged. When the order is ready to ship, the picking document contains the furniture staging location for the product(s) to pull. |
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When an electronic catalog is used, several pricing plans are available. In the Catalog Zone box, type or select which pricing plan is loaded. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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The Service Call Entry routine identifies customer calls using the sequential counter set in this field. Type the starting service call number in this field. Once you begin using the Service Call Entry routine, this field always displays the next number to be assigned to a service call. |
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The Service Contract Entry routine identifies customer service agreement numbers using the sequential counter set in this field. Type the starting service contract number in this field. Once you begin using the Service Contract Entry routine, this field always displays the next number to be assigned to a service contract. |
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This field indicates the next number sequence that is used as a serial number for a Main Machine at a specific ship to location. You can change this number. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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