Owner Copy: Difference between revisions

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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 Copy'''==
<center>[[Image:own-001g.PNG | Owner Copy]]</center>




The form will enable the User to Create a New Owner with as much ease as possible by Copying an existing Owner and all required data settings and parameters.
{| class="wikitable" border="1" width="100%"
 
 
<center>[[Image:own-001g.PNG ]]</center>
 
 
 
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.
 
 
 
{| border="1"
|-
|-
| Field Name || Description || Options || Generic Value
!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
| ''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
| ''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
| ''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 || n/a || n/a
|'''''Options'''''|| colspan="3" |'''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 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 Warehouse Reason Codes''|| Not yet migrated || Y or N || Y
|-
|-
| Owner Level Product Classification || Will copy Product Class Maintenance - STKPRCO01A || 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
| ''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 Measure Set Up''|| Will copy UOM Maintenance - SOS1300 || Y or N || Y
|-
|-
| Unit of Sale Set up || ?? || 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
| ''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 - 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 - 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
| ''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 - 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
| ''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
| ''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
| ''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
|-
|-
| || || ||
| colspan="4" |''' ''New Owner Details'''''
|-
|-
| New Owner ** || The new owner code followed by the sub code || 10 Character field - Alpha/Numeric || Defined by user
| ''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
| ''Name **''|| The name of the new owner || 30 Character field - Alpha/Numeric || Defined by user
|-
|-
| Address || Address details || Optional || Defined by user
| ''Address''|| Address details || Optional || Defined by user
|-
|-
| Town || Town || Optional || Defined by user
| ''Town''|| Town || Optional || Defined by user
|-
|-
| County || County || Optional || Defined by user
| ''County''|| County || Optional || Defined by user
|-
|-
| Postcode || Postcode || Optional || Defined by user
| ''Postcode''|| Postcode || Optional || Defined by user
|-
|-
| Country ** || County || Look up on Countries Table || Defined by user
| ''Country **''|| County || Look up on Countries Table || Defined by user
|-
|-
| Telephone || Telephone || Optional || Defined by user
| ''Telephone''|| Telephone || Optional || Defined by user
|-
|-
| Fax || Fax || 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
| ''Warnings''|| colspan="3" | 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'''
| colspan="3" |
|-
|-
| Clear Screen || Button that will clear the form ready for the creation of the next record || n/a || n/a
| '''Confirm'''|| colspan="3" | Button that will create the new owner code with the selected options
|-
|-
| Warnings || Any options or parameters that cannot be copied from the original template will generate a warning/information message || n/a || n/a
| '''Clear Screen'''|| colspan="3" | Button that will clear the form ready for the creation of the next record
 
|}
|}

Latest revision as of 10:26, 1 July 2025

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 Copy


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
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