COMMANDconcrete Configuration

1. COMMANDconcrete Configuration Cindy Bishop Cbishop@commandalkon.com 205-879-3282

2. Session Objective • Hands-on training session designed for intermediate to advanced users of COMMANDseries who want to better understand the configuration options available in the application as it relates to COMMANDconcrete. The session will include a review of the COMMANDseries configuration file and will include hands-on exercises including: pricing setup, minimum load charge tables, configuring the Look-up screens and setting up auditing options. COMMANDconcrete Configuration

3. Agenda • Configuring the Lookup Screens • Order Tree • Required Fields in Order Entry • Configuration Options for Dispatch • Order Auditing • Item Pricing • Surcharge Tables COMMANDconcrete Configuration

4. Lookup Screen Configuration Options

5. Setup of Lookup Screens • Changing Selection Criteria • Changing Sort Criteria • Changing Display Columns • Saving a Configuration COMMANDconcrete Configuration

6. Setup of Lookup Screens • Customer Lookup • Detail into the Customer Lookup screen • Using the main Customer screen • Save Configuration • Item Lookup • Detail into the Item Lookup Screen • Using the main Item screen • Save configuration • Associated Product Lookup • Default setting • Adding criteria • Save Configuration F2 COMMANDconcrete Configuration

7. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

8. Practice - Setup of Lookup Screens • Files>Customer & Project Information>Customers • From the Customer Code Field, access the CUST Lookup Form • Search for customers whose SORT names begin with the letter B • Change the selection criteria to find records whose Customer Code begins with a “1”. (You must ADD the choice then F2) • Change the sort criteria to sort by Customer Code • Change the sort criteria to sort in descending order • Change your columns to show the following: • Column 1 - Customer Code/Rename to Cust Code • Column 2 - Customer name/Rename to Cust Name • Column 3 - SORT Name • Column 4-7 - Phone Numbers 1-4 • Column 8 – Setup Date • Remove a column • Save these settings and close the Select Form COMMANDconcrete Configuration

9. Order Tree

10. Order Tree • “Windows Explorer-like” view of orders in the system • Dispatch > Order Tree • Locate orders by date, customer, project, and more • Retrieve, Edit, Ticket Orders • Configuring the order tree • Sort • Select • Column • Saving and naming configurations COMMANDconcrete Configuration

11. Order Tree Right Click on Order Tree COMMANDconcrete Configuration

12. Order Tree • Create a configuration where all orders for this week are displayed • Select Orders by Order Date • Sort Orders by Order Date and then by Order Code within each day • Sort Root Level – Order Date • Branch Level – Order Code • Column display should include: • Order Code • Customer Name • Delivery Address COMMANDconcrete Configuration

13. Order Tree • Create a configuration where all orders for this week are displayed • Select Orders by Order Date • Sort Orders by Order Date and then by Order Code within each day • Sort Root Level – Order Date • Branch Level – Order Code • Column display should include: • Order Code • Customer Name • Delivery Address COMMANDconcrete Configuration

14. Order Tree • Create a configuration where all orders for this week are displayed • Select Orders by Order Date • Sort Orders by Order Date and then by Order Code within each day • Sort Root Level – Order Date • Branch Level – Order Code • Column display should include: • Order Code • Customer Name • Delivery Address Customize Your Column Headings COMMANDconcrete Configuration

15. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

16. Practice Configuring the Order Tree • Create a Configuration where all orders for this week are displayed • Select Orders by Order Date • Sort Orders by Order Date and then by Order Code within each Day • Sort Root Level – Order Date • Branch Level – Order Code • Column display should include: • Order Code • Customer Name • Delivery Address Customize Your Column Headings Command Series: Configuration Workshop

17. Order Tree Saving and naming configurations Right Click with Mouse Options Menu OR COMMANDconcrete Configuration

18. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

19. Order Tree EXERCISE • Save Your Settings and make the Configuration the Default • Open the Configuration • Change the Column Width of the Order Date • Save the Configuration Again COMMANDconcrete Configuration

20. Order Entry Required Fields

21. Required Fields in Order Entry • Files>General Information>Configuration>Dispatch Tab • Map Pages & Zones – Show, Don’t Show, Required • Delivery Method – Show, Don’t Show • Files>Customer & Project Information>Projects or Customer>Accounting Tab • Job Number & PO Number – Required, Not Required • Files>Customer & Project Information>Credit Codes • Require Project on all Orders COMMANDconcrete Configuration

22. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

23. Practice A – Required Fields • Practice Scenario – Configuration Settings • Set the Map Page and Zone Code as Required Fields • Set the form to display the Delivery Method • Save Configuration • Open Order Entry Screen and confirm changes • Practice Scenario – Project Settings • Customer ABC4, Project ABC4 • Add PO Required and Save • Practice Scenario – Order Entry • Enter a Project Order for Customer ABC4, Project ABC4 • Confirm PO is a required field • Schedule 100cy from one plant • Save order and remember your Order Code COMMANDconcrete Configuration

24. Practice B – Required Fields • Create New Credit Code • Code: 99, Description: Project Required • Credit Type: Charge Only • Check the flag to Require Project • Retrieve Customer ABC4/Project ABC4 • Accounting Tab • Change Credit Code to Code 99 • Save the changes to the Project • Create an Order for Customer ABC4 • Confirm that the Project Field is required for all orders COMMANDconcrete Configuration

25. Configuration Options for Dispatch

26. Configuration Distribution Tab • Files>General Information> Configuration> • Distribution tab • Number of Days Back to Allow Dispatch • Use Shipping Address & Require Postal Code • Update Schedule Qty Based on Ordered Qty • Show Notes and Displays COMMANDconcrete Configuration

27. Configuration Distribution Tab • Files>General Information> Configuration> • Distribution tab • Number of Days Back to Allow Dispatch • Use Shipping Address & Require Postal Code • Update Schedule Qty Based on Ordered Qty • Show Notes and Displays COMMANDconcrete Configuration

28. Configuration Distribution Tab • Files>General Information> Configuration> • Distribution tab • Number of Days Back to Allow Dispatch • Use Shipping Address & Require Postal Code • Update Schedule Qty Based on Ordered Qty • Show Notes and Displays COMMANDconcrete Configuration

29. Configuration Dispatch Tab • Files>General Information> Configuration> • Dispatch tab • Truck Tracking First Status • Truck Tracking Orders to Load Lead Time • Truck Tracking Messages Allowed • Earliest Pre-Ticketing Status • Allow PO Change on Ticket • Show Map Page in Orders/Tickets • Show Zone Code in Orders/Tickets • Default Schedule Load Size From • Truck Tracking Plant/Order Line Quantity COMMANDconcrete Configuration

30. Configuration Dispatch Tab • Files>General Information> Configuration>Distribution tab • Number of Days Back to Allow Dispatch • Use Shipping Address & Require Postal Code • Update Schedule Qty Based on Ordered Qty • Show Notes and Displays • Files>General Information> Configuration>Dispatch tab • Truck Tracking First Status • Truck Tracking Orders to Load Lead Time • Earliest Pre-Ticketing Status • Truck Tracking Messages Allowed • Allow PO Change on Ticket • Show Map Page in Orders/Tickets • Show Zone Code in Orders/Tickets • Default Schedule Load Size From • Default Schedule Rate Type • Truck Tracking Plant/Order Line Quantity COMMANDconcrete Configuration

31. Configuration Dispatch Tab • Files>General Information> Configuration>Distribution tab • Number of Days Back to Allow Dispatch • Use Shipping Address & Require Postal Code • Update Schedule Qty Based on Ordered Qty • Show Notes and Displays • Files>General Information> Configuration>Dispatch tab • Truck Tracking First Status • Truck Tracking Orders to Load Lead Time • Earliest Pre-Ticketing Status • Truck Tracking Messages Allowed • Allow PO Change on Ticket • Show Map Page in Orders/Tickets • Show Zone Code in Orders/Tickets • Default Schedule Load Size From • Default Schedule Rate Type • Truck Tracking Plant/Order Line Quantity COMMANDconcrete Configuration

32. Configuration Slump Options COMMANDconcrete Configuration

33. Configuration Default Schedule Rate Type COMMANDconcrete Configuration

34. Configuration Order Copy Revalidation COMMANDconcrete Configuration

35. Customer & Project Config Options • Files>Customer & Project Information> Customers > • Pricing tab • Print Prices on Tickets • Allow Price Change in O/E? • Restrict Orders to Customer Products • Files>Customer & Project Information>Projects> • Pricing tab • PO Required in Order Entry • Customer Job Required in Order Entry COMMANDconcrete Configuration

36. Customer & Project Config Options • Files>Customer & Project Information> Customers > • Pricing tab • Print Prices on Tickets • Allow Price Change in O/E? • Restrict Orders to Customer Products • Files>Customer & Project Information>Projects> • Accounting tab • PO Required in Order Entry • Customer Job Required in Order Entry • Files>Customer & Project Information>Projects> • Distribution tab • Print Mix Weights on Tickets • Tracking Order Color COMMANDconcrete Configuration

37. Customer & Project Config Options • Files>Customer & Project Information> Customers > • Pricing tab • Print Prices on Tickets • Allow Price Change in O/E? • Restrict Orders to Customer Products • Files>Customer & Project Information>Projects> • Accounting tab • PO Required in Order Entry • Customer Job Required in Order Entry • Files>Customer & Project Information>Projects> • Distribution tab • Print Mix Weights on Tickets • Tracking Order Color COMMANDconcrete Configuration

38. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

39. Practice – Customer/Project Settings • Retrieve a Customer record • Files>Customer and Project Info>Customer • Edit the Pricing Tab • Create a Customer order and verify the changes • Retrieve a Project record • Files>Customer and Project Info>Projects • Edit the Pricing Tab • Edit the Accounting Tab • Edit the Distribution Tab • Create a Project order and verify the changes COMMANDconcrete Configuration

40. Order Audit Log

41. Order Audit Log • Used to Track Changes to Orders • An “audit” is stored any time an order is accessed and saved • Tracks actual username and date/time of order entry • Tracks previous and current value for all changes • Specific fields to audit can be defined by the System • Administrator • Fields can be required • Files>General Information> Configuration>System • Tab>Order Audit Log COMMANDconcrete Configuration

42. Order Audit Log Turns on Order Audits Choose Your Own Questions to Ask. These can be Required Fields as Well. . COMMANDconcrete Configuration

43. Order Audit Log • Options>Order Audit Log History • Detail displays current and previous values • Dispatch>Dispatching Reports>Order Audit Log • Displays the Order Audit information for report style viewing • Purge Order Audit Log Records • Only purged when Orders and Tickets are purged COMMANDconcrete Configuration

44. HANDS – ON PRACTICE COMMANDtrack for COMMANDseries

45. Practice Order Audit Log • Turn on the Order Audit Log in your Configuration File • Retrieve your 100 yard order for today • Change the order quantity to 200 yards and split the schedule between 2 plants • Save the order • Retrieve the order again. • Retrieve the Audit Information and review the change history for the order COMMANDconcrete Configuration

46. System Wide Auditing • General Auditing • Licensed option to audit any table in the database for additions, deletions and edits • Audit file is continuously added to throughout the day • To limit the size of the audit file being generated, only audit files that you need to review, not all files. COMMANDconcrete Configuration

47. Pricing Setups

48. Item Pricing COMMANDconcrete Configuration

49. Item Pricing • Price Categories • Used to divide Customers and Projects into pricing groups • Referenced only when there is no quoted price COMMANDconcrete Configuration

50. Item Pricing • Price Categories at Item Level In Command Series, the # Sign is a Wildcard. Here, it means All Other Price Categories, pay $70.00. COMMANDconcrete Configuration