Owner Copy

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.

Owner From: An existing Owner can be entered or a list of available Owners can be accessed using the List of Values Icon on the toolbar or using the CTRL+L shortcut keys

Options: A List of Parameters that can be copied to the new owner. If Box is checked then the data will be carried over Details of each Description are show further on in the Guide

New Owner: Enter the New Owner Code. A maximum of 10 characters followed by the sub code (001). This is a Mandatory field

Name: The full name of the new Owner. 30 Character Length. This is a Mandatory field

Address: Enter the Owners :- Address: Optional Town: Optional County: Optional Postcode: Optional Country: Mandatory field Telephone: Optional Fax: Optional

Warnings: Information will show in these rows if there are issues with the copy after the Confirm button is pressed. Please note that the owner will still be created but the issues shown will need to be addressed.

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 lsit 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 **	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
Confirm	Button that will create the new Owner code with the selected options	n/a	n/a
Clear Screen	Button that will clear the form ready for the creation of the next record	n/a	n/a
Warnings	Any options or parameters that cannot be copied from the original template will generate a warning/information message	n/a	n/a

Document History

Version	Date	Status	Reason	Initials
Version 1	08/03/2011	Complete	User Guide	LBW

Copyright OBS Logistics © 2008

The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied