Transcript Efficiency Training - Johnstone DS`s Real

Efficiency Training
Covering a range of topics
from recently added upgrade
efficiencies to specific system
standard efficiency tasks
Sept. 25, 2004
Class Goals
Go away from this class
…with some cool stuff you can use
every day.
 Provide quick, yet valuable information
to help with common day-to-day DST
tasks.

Class Agenda

Shortcuts
– Shortcut help
Store Recommended Tips
 Paperless EOD/EOM
 Screen Shots
 FT’ing Reports

Shortcuts
? -When in doubt question it.
 Quick Menu path access.

– Web references

Stock Status
JX
?
SP
DST
DOC
C
U
CPR
JO
B
FKeys
? –when in doubt, question it.

Where you can use it.
– Menu prompt
– Stock status
– Maintenance screen

What it tells you.
? –Menu Options

Menu Hot-Key, I/INQ, S, OE, V, DQ
? –Maintenance Screen

Shows help and and selectable
options. Another ? Will show you the
file attributes
Stock Status Short Cuts
?
 SP
 JX
U
 C/CPR

Stock Status ?

Here are the options displayed
SP –SharePoint Integration
SP -SharePoint is available from Stock
Status*.
 How it works*:

– Go to Menu 19.6 and enter a part number.
Type in SP and press <enter>
– Then select document type from the list.
*Must have AccuTerm 2k2 to use this feature
SP –Sharepoint Options
Enter Username and Password or
<enter> to use existing info. Will
automatically perform the
search based on the document type
(a.k.a. bulletin class) you selected
and either the part number or the
vendor number, whichever is more
appropriate for the document type
you are searching for, and display the
results on the screen.
SP-Results
JXI Integration
JXI –Web-based cross-reference
system*.
 Where:

– M-1.2 prod# prompt
– M-19.6 prod# prompt

How:
– Enter ‘JX’ to short cut directly to login
screen.
*Must have Accuterm 2K2 installed
JXI -Sample

JX from Order Entry

JX from Stock Status
U option
This feature allows you to pull up a
Johnstone Supply on-line catalog page
for the specific product *.
 How:

– Go to Stock Status M-19.6
– Put in a Johnstone Product
– Then enter ‘U’
*Must have Accuterm 2K2 installed.
U -Samples

M-19.6 Stock Status
C –CPR Customer Pricing



New ‘C’ option in stock status to get to CPR
After entering a part number in stock status, you may enter
either ‘C’ or ‘CPR’ (Customer Pricing) <enter>. This will take
you directly to the Customer Pricing screen. You can enter or
lookup the customer number, then it will automatically bring
over the part number from stock status and display your
customer specific price.
This feature is a time saver when your customer asks first if
you have a part, then they want to know how much. This will
allow your sales staff to quickly get to Customer Pricing, and
that customer's price, without having to back out of stock
status and enter CPR and it keeps them quoting off of the
stock status screen.
More Shortcuts
DST
 DOC
 JOB
 Menu Help Reference

– Menu Path quick ref guide and other
important shortcuts:
http://dst.sitemax.com/Application_Docs.asp
– Site Searching

F-Key Programming
DST Shortcut

DST takes you here
DOC Shortcut

DOC takes you here
JOB Shortcut

JOB takes you here
F-Key Programming
2 types -manual and by program upon
login
 Real time-saver for repetitive keystroke
type functions. EX: forecasting
 ^M is <enter>
 You can string out multiple key-strokes
into one string
 EX: inq^m4^m

F-Key Manual Programming



Click the settings
icon, then select the
keyboard tab.
^M is <enter>
Keys with data may
be loaded upon
each login and
overwrite your
custom entries.
Store Suggested Tips

M-8.9.15 Inventory By Vendor
– Here's the scenario: You need to purchase a part from a
vendor that only cost $25 but the vendor has a $100
minimum. You need to add something to the PO that sells
in your store but you can't remember any of the part
numbers. Enter warehouse and vendor number to show
you all the part numbers for that vendor along with sales
ytd plus qty on hand rop etc.. A fast, easy method to find
parts to fill in the gap(s). If you want the printed version
just do 8.9.14

M-11.10 List of Items Sold by Customer
– Great report for printing out how much a customer
purchases from a vendor.
Flag Prod for Certification
M-12.3.2.12, field 3
 M-12.3.6 to edit Haz. codes
 M-12.3.27 for listing of codes

More S.S.T.

Notes: prods, custs, vends, PO’s,
warranty claims and return info…
Auto-Logoff
Auto-Logoff -this helps prevent ‘too
many users’ problem. It automatically
logs off ports that aren’t in use for over
15 mins *.
 Where:

– M-12.10, newly added field 8.
Y = auto-logoff port
 N = do not auto-logoff port

*only logs them off from the menu (not when in a program)
Auto-Logoff
Locked Records
What to do when your terminal is locked
and beeping.
 Go to another terminal to M-20.3
 DO NOT BREAK OUT

Paperless EOD/EOM
Why use it?
 How to use it.

– List the reports
– Program the reports
– Turn control over to paperless
Why you should use
Paperless EOD
Because…
 …it will help save a lot of trees .
 …it will save money $$$.
 … report storage is more efficient, cost
effective and retrieval is easy.
 …it is a really, really good thing.
What it does for you!
Reduce costs associated with EOD
 Eliminate wasted resources (paper,
printer, ink, etc) associated with EOD
 Increased Store Level control of
reports
 Enable Electronic report storage

– Virtually indefinite retrieval potential of lost
reports
All you have to do…

4 Simple Steps
1. Review Standard EOD Reports.

Email custom EOD report titles to DST to
include in your EOD XREF.
2. Maintain EOD XREF Listing.
3. Confirm things are printing and emailing
correctly.
4. Suppress traditional printing.
Making it Happen
1.
Print EOD Xref listing (M-16.6)
– Check EOD Xref listing for any custom
EOD reports. Contact DST to get custom
reports included in your XREF file.
Making it Happen…cont.
2.
Edit the EOD Xref assignments
–
(M-16.5 -)
Making it Happen…cont.
3.
Monitor nightly printing to make
sure things are emailing and/or
printing correctly. (there will be duplicates
until standard EOD reporting is turned off)
4.
Turn off standard printing (M-12.1.1,
change field 38 to HS, letting the eod xref
control report output)
Paperless EOM
Follow the same steps as Paperless
EOD except login to menu 17 using
‘MONTH-END’
 M-17.5 to maintain entries
 M-17.6 to print the EOM.XREF items
 M-12.1.1, field 14 to change printer
assignment to ‘HS’

Creating Screen Shots

Why are screen shots important?
– Picture says 1000 words.
Accuterm session History
 Capture the data
 Paste into doc
 Attach to email or upload to support job

AccuTerm Session History

History allows you to go back to
previous screens for review or copying
and pasting (into jobs).
Screen Shots –Capture it
ALT+Print Screen -prints the active
window only (copies to your clipboard).
 Print Screen –prints the whole screen
(copies to your clipboard).
 Save document to hard drive or send
email

Screen Shots –Paste it
Open word, Outlook or some other
program.
 Paste contents of clipboard into email
or word document (CTRL+V to paste)

Screen Shots –Attach Upload
Attach newly created doc to email
 To upload doc onto your job go to the
support site, open the job, click browse
to locate the doc and then click upload
to attach it to the job.

FT’ing Report
Why would you do it?
 System Requirements
 Printer Select Screen
 Creating the text file
 Finding the text file
 Opening (importing) the text file

Requirements
Must run on PC
 PC must have folder on C:\drive named
PICK EX: C:\PICK

FT-Select printer

Instead of selecting printer use ‘FT’
FT –Sample transfer
– Sample Transfer
FT- Find the file



Browse to your PICK
folder on the C:/drive
and find the file
‘FT.TXT’
Open in word or
excel.
May need to use
import wizards built
into programs.
Thank you for coming!
Jeff Dobyns
 Email:
[email protected]
 Phone: 503.419.9016
