Owner Copy
From WMS
The form will enable the user to create a new owner by copying an existing owner and all of its requisite data settings and parameters.
| Field Name | Description | Options | Generic Value |
|---|---|---|---|
| Owner From | Owner code of an existing client whose configuration you wish to copy | Look up on Owner table | Defined by User |
| Sub code | Sub code of the existing owner | Enter standard code | 001 |
| Name | Name of the owner | As held against the owner code | System value |
| Options | A list of options that can be selected or omitted during the copy routine | ||
| Owner Level Warehouse Configuration | Will copy Owner System Parameters - WHS0012 | Y or N | Y |
| Owner Level Warehouse Reason Codes | Not yet migrated | Y or N | Y |
| Owner Level Product Classification | Will copy Product Class Maintenance - STKPRCO01A | Y or N | Y |
| Pack Set up | Will Copy Pack Parameter Maintenance - WHS1944 | Y or N | Y |
| Unit of Measure Set Up | Will copy UOM Maintenance - SOS1300 | Y or N | Y |
| Unit of Sale Set up | Will copy Sales Units from Owner Maintenance/Unit of Sale tab - STS1000 | Y or N | Y |
| SOP Invoice Details | Will copy Sales Order Invoicing details | Y or N | Y |
| Client Invoicing - Charge Codes | Will copy the owner associated charge codes - WHS7100 | Y or N | Y |
| Client Invoicing - Invoice Cycle | Will copy the invoice cycle parameters - Owner Maintenance/Charging | Y or N | Y |
| Client Invoicing - Rent Cycle | will copy the rent cycle parameters - Owner Maintenance/Charging | Y or N | Y |
| Printing Formats - Labels | Will copy label formats i.e. Receipt Pallet Labels | Y or N | Y |
| Printing Formats - Reports | Will copy report formats i.e. Pick List and Despatch formats | Y or N | Y |
| Owner Rules | Will copy the Owner Rules table and it settings | Y or N | Y |
| Enable Access for All users | The ower code will be inserted into the profile of all users on the Database - FXMUSER/Owners | Y or N | Y |
| New Owner Details | |||
| New Owner ** | The new owner code followed by the sub code | 10 Character field - Alpha/Numeric | Defined by user |
| Name ** | The name of the new owner | 30 Character field - Alpha/Numeric | Defined by user |
| Address | Address details | Optional | Defined by user |
| Town | Town | Optional | Defined by user |
| County | County | Optional | Defined by user |
| Postcode | Postcode | Optional | Defined by user |
| Country ** | County | Look up on Countries Table | Defined by user |
| Telephone | Telephone | Optional | Defined by user |
| Fax | Fax | Optional | Defined by user |
| Warnings | Any options or parameters that cannot be copied from the original template will generate a warning/information message. Please note that the owner will still be created but the issues shown will need to be addressed. | ||
| Buttons | |||
| Confirm | Button that will create the new owner code with the selected options | ||
| Clear Screen | Button that will clear the form ready for the creation of the next record | ||
