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Managing Surcharges

Managing Surcharges. ThermaSys Corp And ProStar Software. Presenters. Albin Hess IT Manager ThermaSys Corporation John Campbell VP R&D ProStar Software. About ThermaSys Corp. Supplier of highly engineered copper/brass and aluminum heat exchanger components and assemblies.

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Managing Surcharges

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  1. Managing Surcharges ThermaSys Corp And ProStar Software

  2. Presenters Albin Hess IT Manager ThermaSys Corporation John Campbell VP R&D ProStar Software

  3. About ThermaSys Corp Supplier of highly engineered copper/brass and aluminum heat exchanger components and assemblies. Headquartered in Montgomery Alabama with sites in Europe, China & the USA MFG/PRO V2009SE User since 1998 4 databases ranging from 1 Gig to 30 Gig, 236 named QAD users

  4. About ProStar Software Creators of Non-invasive Customizations Integrated Business Process Control

  5. What We Do PrISM TailorPro eLite Logon / Logoff Credit Card Integration Data Auditing

  6. What Are Surcharges? Many of our products involve materials whose prices fluctuate in a matter of hours or days We have arrangements with customers to add a surcharge to an individual order line (part) if the price has increased since time of order Surcharges are based on the metal component, as well as the weight for a given part They are also based on the customer type: preferred, government, etc.

  7. Where are Surcharges Maintained? Surcharges are controlled at several points: At the item level: components and weight per component At the customer level: is this customer surcharged or not? At the order line level: is this line surcharged or not. At the shipping level

  8. Customer Maintenance Fields are added to the Customer Maintenance Screen They determine whether Metal Surcharges apply to this customer Data is stored in an extended table: xcm_mstr This table is ‘married’ to the cm_mstr using Tailorpro Global Table Rules

  9. Customer Maintenance

  10. Item Master Screen The item master table also has a TP extended table (xpt_mstr) The data is maintained with a TailorPro anchor On GO of the first item master maintenance frame

  11. Item Master Main Screen

  12. Sales Order During Sales Order Maintenance the user can manually turn the surcharge on or off for each line

  13. Sales Order control

  14. Item Master Maintenance The metal components of an item, and the proportion are controlled in 1.4.1

  15. Metal Component Screen

  16. Shipping Control In 7.9.15 Tailorpro activates the Surcharge handling

  17. SO Shipping

  18. Shipping

  19. When leaving the last screen of 7.9.15 the program xcalc_chrg.p is executed if the customer and the SO Line are marked as surchargeable

  20. The Program xcalc_chrg.p field cim_acct like sod_acct field cim_cc like sod_cc field cim_dsc_acct like sod_dsc_acct field cim_dsc_cc like sod_dsc_cc field cim_cmmt as char format "x(70)". define stream soh. define stream sol. define stream cim. {getscrn.i &FieldName = '"so_nbr"' &frameName = '"a"' &variable = vso_nbr} {getscrn.i &FieldName = '"so_cust"' &frameName = '"a"' &variable = vso_cust} vShipDate = today. find first so_mstr where so_domain = global_domain and so_nbr = vso_nbr no-lock no-error. if not available so_mstr then return. vso_ship = so_ship. find first xcm_mstr where xcm_addr = vso_cust and xcm_chargeable = yes no-lock no-error. if not available xcm_mstr then return. /*insert CAT program here if xcm_chg_type = "cat" */ if xcm_chg_type = "" then return. if xcm_chg_type = "CAT" then do: {xcalc_cat.i} end. else do: if xcm_chg_type = "OTHER" then do: {xcalc_other.i} end. if xcm_chg_type = "MNTHLY" then do: {xcalc_month.i} end. end. define variable PriceDelta as decimal no-undo. define variable CustType as character no-undo. define variable SodLine as integer no-undo. define variable NonCatSurcharge as decimal no-undo. define variable v_cimfile as character initial "soivmt.cim“ no-undo. define variable v_outfile as character initial "soivmt.out" no-undo. define variable v_sohfile as character initial "soheader.cim“ no-undo. define variable v_solfile as character initial "soline.cim" no-undo. define variable v_delim as character initial "|" no-undo. define variable v_taxable as logical no-undo. define variable v_multslsp as logical no-undo. define variable v_slspsn as logical no-undo. def var vcommand as char format "x(60)". define variable v_batchrun as logical no-undo. define variable v_acct like sod_acct no-undo. define variable v_cc like sod_cc no-undo. define variable v_dsc_acct like sod_dsc_acct no-undo. define variable v_dsc_cc like sod_dsc_cc no-undo. def var vso_cmtindx like so_cmtindx no-undo. def var ok as logical. def var set-f1 as logical. define temp-table components field c_comp like ps_comp field c_qty_per like ps_qty_per field c_price as decimal format "->>>>>>.99" field c_cmmt as char format "x(70)". def var i as int. def var basedate as date. def var t as char format "x(78)". def temp-table cim field cim_nbr like so_nbr field cim_line like sod_line field cim_part like c_comp field cim_price as decimal format "->>>>>>.99" field cim_qty_per like ps_qty_per

  21. Automated Email of PO There is a TailorPro anchor on ENTRY of the first PO frame which will read a file written by the previous program and executes the emailing of the PO last entered

  22. Automated Email of PO This is a TailorPro anchor on the GO of the last PO frame

  23. Program mail-po.p if action = "C" then do: find first cd_det where cd_domain = global_domain and cd_ref = vpo_vend and cd_type = "EM" no-lock no-error. if available cd_det then email = cd_cmmt[1]. if email matches "*@*" then do: output stream email to email.prn. find first cd_det where cd_domain = global_domain and cd_ref = "cpl-message" no-lock no-error. if available cd_det then do: do i = 1 to 15: put stream email cd_cmmt[i] skip. end. output stream email close. command = 'mailx -v -s "TTP Order Alert" ' + email + " < email.prn". unix silent value(command). end. else do: message "No CPL Message Text set-up in 1.12" skip(1) "CPL Supplier cannot be informed" skip(1) view-as alert-box title "CPL Message Text Missing". end. end. else do: message skip(1) "No Email setup in 1.12 for CPL Supplier" skip(1) view-as alert-box title "No Email setup". end. end. if action = "e" then do: tailored = vpo_nbr. output stream t to mail-po.last. put stream t tailored skip. output stream t close. end. def new shared var tailored like po_nbr. def var vpo_nbr like po_nbr. def var vpo_vend like po_vend. def var command as char format "x(60)". def var email like command. def var i as int. def stream t. db1 = pdbname("qaddb"). find first usr_mstr where usr_userid = userid("qaddb") no-lock no-error. def stream email. def new shared var action as char format "x". {mfdeclre.i} form skip(1) action at 5 label "Action" " (C)PL (E)mail or Blank=No Action" skip(1) email at 1 no-label skip(1) with frame action width 80 row 5 overlay side-labels title "PO Action Acknowlegde (C)PL, (E)Mail or Nothing". {getscrn.i &fieldname = '"po_nbr"' &framename = '"a"' &variable = vpo_nbr } {getscrn.i &fieldname = '"po_vend"' &framename = '"a"' &variable = vpo_vend } vpo_vend = trim(vpo_vend). action = “E“. find first ad_mstr where ad_domain = global_domain and ad_addr = vpo_vend no-lock no-error. if available ad_mstr and ad_name matches "*CPL*" then action = "C". find first cd_det where cd_domain = global_domain and cd_ref = vpo_vend and cd_type = "EM" no-lock no-error. if available cd_det then email = cd_cmmt[1]. if not email matches "*@*" then email = usr_mail_address. disp email with frame action. update ACTION with frame action. hide frame action. end.

  24. Program mail-exe.p {mfdeclre.i} def new shared var action as char. def var command as char. def stream t. def new shared var tailored like po_nbr. def var t as char format "x(40)". t = "mail-po.last". if search(t) <> ? then do: input stream t from mail-po.last no-echo. set stream t t. tailored = t. action = "e". input stream t close. command = "rm mail-po.last". unix silent value(command). {gprun.i ""x3p-order2.p""} /* this is a custom PO print program*/ output to terminal. /* which selects the Optio printer to send emails*/ end.

  25. Customized Returns Maintenance Screen QAD Original Screen TailorPro modified Screen

  26. Customized Returns Maintenance Screen QAD Original Screen TailorPro modified Screen

  27. Request from Accounting During Sales Order Shipment Processing We have to check the system if the Customer is on Credit-Hold and make this a hard stop!! Let’s do it !!!

  28. /*Program credithold.p will stop Shipping if Customer is on credit-hold*/ {mfdeclre.i} /* include required to fill variable global_domain*/ def var vso_nbr like so_nbr. /* variable to hold the SO number*/ Def var name like ad_name. {getscrn.i &fieldname = '"so_nbr"‘ /* TailorPro include to fill variable with entered SO #*/ &framename = '"a"' &variable = vso_nbr } find first so_mstr where so_domain = global_domain /*check if entered SO # is valid*/ and so_nbr = vso_nbr no-lock no-error. if available so_mstr then do: find first cm_mstr where cm_domain = global_domain /*find the customer and check credit-hold flag */ and cm_addr = so_cust and cm_cr_hold = true no-lock no-error. if available cm_mstr then do: name = so_cust. find first ad_mstr where ad_domain = global_domain /* find customer name*/ and ad_addr = cm_addr no-lock no-error. if available ad_mstr then name = name + “: “ + ad_name. message "Customer: " ad_name skip(1) /*message for user*/ "**********On Credit Hold***********" skip(1) "Please contact Accounting" skip(1) view-as alert-box. {scrnvalu.i /* TailorPro include to enter a value to a field*/ &FieldName = '"so_nbr"‘ /* on the screen, in this case field so_nbr*/ &FieldValue = ''} /* create an error by putting a BLANK into the SO Nbr*/ end. end.

  29. Execute TailorPro TOOLBAR Activate Design Mode From the TailorPro TOOLBAR

  30. When in Design Mode hit CTRL-T And select Anchor

  31. Enter the program name on the GO Execute This will activate the program to run Every time the 7.9.15 screen is exited

  32. On the GO event of Order selection frame (a) the Program credithold.p will be executed by TailorPro and checks if the customer is on credit hold And give the user this message!!

  33. The program credithold.p enters a BLANK in the SO Nbr And cause this error!!

  34. This anchor is linked to the ENTRY eventof the PO Receipt screen and will print labels for the receiver entered. When you first enter this screen the Receiver Field is blank and Nothing happens --- but

  35. When the program returns to the screen after a receipt is done, The receiver number is filled and the label print starts.

  36. Program: print-rec.p Prints Receipt Labels of entered receiver def new shared temp-table r field r_nbr like prh_nbr field r_receiver like prh_receiver field r_line like prh_line field r_recid as recid field r_part like prh_part field r_label as int init 1 field r_desc1 like pt_desc1 format "x(20)" field r_qty_open like tr_qty_loc field r_qty like tr_qty_loc field r_loc like loc_loc extent 10 field r_certi as char format "x(8)" field r_qty_loc like tr_qty_loc extent 10 index r r_part r_nbr. def var i as int. def var print-date as logical. def var t as char format "x(30)". def var desc1 like pt_desc1. def var vreceivernbr like format_length. {getscrn.i &fieldname = '"receivernbr"' &framename = '"a1"' &variable = vreceivernbr } /*vreceivernbr = "RC160237".*/ if vreceivernbr > "" then do: create r. r_receiver = vreceivernbr. end. if vreceivernbr > "" then message "Do Not Print Item Labels??" view-as alert-box buttons YES-NO update choice as logical. find first prd_det where prd_dev = "ttprclbl". if not available prd_det then return. find first r no-error. if not available r then return. output thru value(prd_path). r: for each r where r_receiver > "". do i = 1 to r_label: find first prh_hist where prh_receiver = r_receiver no-lock no-error. if not available prh_hist then next r. find first po_mstr where po_nbr = prh_nbr no-lock no-error. if available po_mstr then do: print-date = false. find first vd_mstr where vd_addr = po_vend no-lock no-error. if available vd_mstr then do: if vd_buyer = "CERT" then R_CERTI = '"C"'. if vd_type = "DATE" then print-date = true. end. end. find first pt_mstr where pt_part = prh_part no-lock no-error. if not available pt_mstr and r_certi = "" then r_certi = po_rmks. put "^XA^CFD" skip "^FO 410,10^A0N,20,10^FDDate/Time:^FS" skip "^FO 410,30^A0N,20,20^FD" today "^FS" skip "^FO 410,50^A0N,20,20^FD" string(time,"HH:MM:SS") "^FS" skip "^FO 500,10^A0N,20,10^FDPO:^FS" skip "^FO 500,30^A0N,50,30^FD" prh_nbr "^FS" skip "^FO 230,10^A0N,20,10^FDReceiver:^FS" skip "^FO 230,40^A0N,60,40^FD" r_receiver "^FS" skip "^FO 230,90^B3N,N,40,N,N^FD" r_receiver "^FS" SKIP "^FO 230,140^A0N,40,40^FD" r_certi "^FS" skip. put "^XZ" skip. find first prd_det where prd_dev = "ttprclb1". if not available prd_det then return. if choice then return. output thru value(prd_path). parts: for each prh_hist where prh_receiver = r_receiver no-lock. find first pt_mstr where pt_part = prh_part no-lock no-error. if not available pt_mstr then next parts. put "^XA^CFD" skip. find first vp_mstr where vp_vend = prh_vend and vp_part = prh_part no-lock no-error. if available vp_mstr then put "^FO 95,100^A0R,30,30^FDV-Part:^FS" skip "^FO 95,300^A0R,90,90^FD" vp_vend_part "^FS" skip. put "^FO 45,10^A0R,30,30^FDDate:^FS" skip "^FO 45,100^A0R,30,30^FD" today "^FS" skip "^FO 35,550^A0R,60,60^FDQTY: ____ CHKD: ______^FS" skip "^FO 15,10^A0R,30,30^FDReceiver:^FS" skip "^FO 15,150^A0R,30,30^FD" r_receiver "^FS" skip. t = trim(pt_draw) + "/" + trim(pt_rev). if t <> "/" then put "^FO 45,220^A0R,30,30^FDDwg/Rev:^FS" skip "^FO 45,350^A0R,30,30^FD" t "^FS" skip. put "^FO 700,10^A0R,30,30^FDItem:^FS" skip "^FO 300,10^A0R,400,140^FD" prh_part "^FS" skip "^FO 190,300^A0R,60,60^FD" pt_desc1 "^FS" skip "^FO 270,300^B3R,N,80,N,N^FD" prh_part "^FS" SKIP "^FO 200,10^A0R,120,120^FD" r_certi "^FS" skip. if (pt_desc1 matches "*ASME*" or pt_desc2 matches "*ASME*") then put "^FO 280,600^A0R,120,120^FD*ASME*^FS" skip. put "^XZ" skip. if print-date then put "^XA^CFD" skip "^FO 15,30^A0R,30,30^FDReceiver:^FS" skip "^FO 10,160^A0R,40,40^FD" caps(r_receiver) "^FS"skip "^FO 10,10^A0R,800,340^FD" prh_rcp_date "^FS" skip "^XZ" skip. end. end. end. output to terminal.

  37. Questions? If time is available, we will do a live demo

  38. Thank You Albin Hess ahess@thermasys.com John Campbell john@prostarsoftware.com

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