Owner Copy
Owner Copy
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.
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 | Defined by User | |
| Sub code | Sub code of the owner | 1 | |
| Name | Name of the owner | System value | |
| Options | A lsit of options that can be selected or omitted during the copy routine | n/a | n/a |
| 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 | ?? | 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 |
