The following control maintenance records belong to the PALM (Palm Applications) category.
Enter a default sales source for orders generated using Pocket Order Entry. This sales source is the default for all Pocket OE users.
Enter the default system ship via to use for each of the following Pocket Order Entry hard-coded ship vias:
Best Way
Our Truck
UPS
FedEx
Airborne
Will Call
Use this control maintenance record to map the Palm application phone codes to your Eclipse system phone codes.
On the Phone Codes screen, the system displays the phone codes defined in the Valid Phone Codes control maintenance record in the left column. For each system code in the left column, select the corresponding Palm phone code in the right column.
When a user transmits an account or contact record from the system to a Palm device, the system converts the system phone code to the corresponding Palm phone code.
When a user transmits an account or contact record from a Palm device to the system, the system converts the Palm phone code to the first system phone code in the control maintenance record list that is mapped to the Palm phone code.
On the Palm Manifest Administrator Settings screen, for each branch that uses Palm manifests, assign the manifest comment and error administrator settings.
In the Branch field, enter the branch number for which to specify administrator settings.
In the Administrator to Receive Manifest Comments field, enter the user or message group to notify if the Palm unit contains comments for a particular stop.
In the Comment Communication Method field, indicate whether the system sends manifest comment notification as a message or a tracker.
In the Administrator to Receive Manifest Errors field, enter the user or message group to notify if any errors occur during the Palm sync routine.
In the Error Communication Method field, select how the system notifies the administrator of manifest errors.
Message - The system sends the user or message group a message. The administrator receives an error message and the signature remains in the MSG-ACK folder.
The benefit of selecting Message is ease of use. After fixing the problem that is causing an image attachment error, the administrator can run the Reprocess Images in MSG-ACK program, which attaches the image to the corresponding invoice.
Tracker - The system sends the user or message group a tracker. The attaches the manifest signature image to the error tracker. The administrator must then attach the image to the correct invoice.
The benefit of selecting Tracker is persistence. That tracker remains in existence until someone closes it. If you select Message, it is possible that the administrator might overlook the message.
On the Palm Pocket Order Entry Administrator Settings screen, for each branch, assign the Pocket OE administrator settings.
In the Branch field, enter the branch number for which to specify administrator settings.
In the Administrator to Receive Errors field, enter the user or message group to notify with any error messages generated from uploading data from Pocket OE. This administrator can also review orders uploaded from Pocket OE to the Remote Order Entry Review Queue.
In the Message Writer On Order Errors (Y/N) field, indicate whether the system notifies the writer of the order with error messages generated from uploading data from Pocket OE.
In the Error Communication Method field, indicate whether the system sends error notification as a message or a tracker.
For each hard-coded basis field in Pocket Order Entry, select a corresponding system global basis field name.
For additional information, see the Global Buy/Sell Basis Names control maintenance record.
Complete this record if your company uses RF. Create a product record named ***PALM PRODUCT NOT FOUND*** in upper case and with the asterisks, which the RDC program can assign to an RDC order in the event that an incoming product number cannot be located in your product file. Once created, assign the product to this control maintenance record.
On the Palm SFA Administrator Settings screen, for each branch, assign the SFA comment and error administrator settings.
Branch - Enter the branch for which to specify Palm SFA administrator settings.
The system notifies the administrator assigned to the user's home branch. If the user does not have a home branch, the system notifies the administrator assigned to the first authorized branch. If no branch is authorized, the system notifies the first non-null administrator listed in this record. Otherwise, the system does not notify anyone.
Administrator to Receive SFA Errors - Enter the user or message group to notify if any errors occur during the SFA sync routine.
Error Communication Method - Indicate whether the system sends error notification as a message or a tracker.
Message Writer with Errors (Y/N) - Indicate whether the system notifies the writer with error messages generated from uploading data from SFA.
Enter the names that identify each of the Palm units used with your delivery vehicles. The system uses these names when setting up Palm units for signature capture and when downloading manifest information to Palm units.
Note: A Palm ID cannot contain a period (.) or space in the name.
Enter a list of buy lines to be used when syncing products in SFA.
When downloading products to SFA on a laptop, the system only sends products in the designated buy lines with the product statuses designated in the Valid SFA Product Statuses control maintenance record.
When downloading products to SFA on a Palm device, the system only sends products in the designated buy lines with the product statuses designated in the Valid Products For Palm Download By Status control maintenance record.
If no buy lines are designated, the system downloads products from all buy lines.
Enter the price lines that users can download to Palm devices or laptops for Palm and SFA applications.
When downloading products to SFA on a laptop, the system only sends products in the designated price lines with the product statuses designated in the Valid SFA Product Statuses control maintenance record.
When downloading products to SFA on a Palm device, the system only sends products in the designated price lines with the product statuses designated in the Valid Products For Palm Download By Status control maintenance record.
If no price lines are designated, the system downloads products from all price lines.
Enter the product statuses that users can download to a Palm unit from the system. Use this record to restrict the products that users can download to a Palm unit to those with a product status that is specified in this record.
Note: If you change the product statuses, do a full refresh of the product file on the Palm unit using the Full option on the Product File Sync Update screen.