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Billto File Customer Codes Screen

Copy Billto Marketing Program Display Codes

You can use the F14 screen in the Billto File to establish customer participation in specific marketing programs and display programs. You can also assign salespeople by product, either by item class or by manufacturer.

Press F14 on the Billto File Profile screen to go to the Billto File Customer Codes screen, where you can to enter the following types of information:

Marketing programs to which a customer belongs
Salespeople assigned to the customer. If different salespeople are assigned, you can enter this information either by item class or manufacturer.
Salesperson assignments by product, and by item classes or by manufacturer.

You can assign each customer up to 999 marketing programs. These can consist of company trip programs, co-op advertising programs, or can be codes that designate that the customer is part of a group of customers that you need to track in a special way. For example, you could assign a marketing program code that identifies all customers that belong to a certain trade association. The system then automatically tracks composite sales of all members of each marketing program.

You can show up to 999 displays in each customer file as well as up to 18 salesperson assignments. This is pertinent information for your sales force to have. The system automatically tracks composite sales of all customers that have each display. You can also use this field for sample tracking, creating a display code for each major sample category. Marketing programs and displays must first be established in the Classification Codes File - FIL 19. You can use marketing programs and displays for assigning promotional prices and for generating reports, mailing lists, and recurring invoices.

You can also use this screen to assign a salesperson for each item class and override salespeople for specific manufacturers. Use this screen to enter salesperson assignments only if you assign multiple salespeople to a single account depending on product. If not, assign a single overall account salesperson in the Salesperson field on the Billto Profile screen. You can make 99 salesperson assignments per customer.

The following table describes the fields on this screen.

Field Name	Description/Instructions
Marketing Programs	Enter the marketing programs to which the customer belongs. Marketing programs can be set up in the Classification Codes File.
Displays	Displays the sample sets the customer has installed to promote your products. Displays must be first set up in the Classification Codes File.
Itm Cl/Sman	Item classes and the salesperson assigned to the customer for each item class. A blank item class with an assigned salesperson indicates all other item classes. You can assign up to 18 salespeople by item class.
Mfgr/Slmn	Manufacturer codes and the salesperson assigned to the customer for each manufacturer. You can assign up to 18 salespeople by manufacturer.

The following table describes the function keys for this file.

Function Key	Description
F1	Go to the next account.
F2	Go to the Billto File Profile screen.
F3	Go to the Billto File AR Statistics screen.
F4	Go to the Billto File Sales Analysis screen.
F5	Go to the Billto File Notepad screen.
F9	Go to the Pricing Exceptions screen.
F11	This option goes to the Manufacturer Specific Codes Screen which allows you to enter additional, cross-referenced information for specific manufacturers. This information is included when a sales data extract is run. A sales data extract takes information from several Dancik files and imports it into a spreadsheet.
F12	Go to the Special Instructions screen.

You can press F10 for additional entries for any category.

Enter option 1 - display Marketing Programs to select a Marketing Program. You can use this screen to view the descriptions of each assigned marketing program, to remove marketing programs, and to add up to 999 total marketing programs per customer. Press F2 to sort the marketing programs alphabetically by code.
If you enter option 3 - display Salesperson Assignments by Item Class the Salesperson Assignments By Item Class screen appears. You can enter up to 99 salesperson assignments by item class, and an additional 99 per manufacturer.

Note: A salesperson assigned to a blank item class at the end of the list means that the salesperson applies to all other classes or manufacturers that are not specifically listed in the salesperson assignment tables.

Enter Option 5 - to display Salesperson Assignments by Cost Center. to display the cost center/salesperson relationships. Use this screen to assign salespeople based upon the cost center of the items sold.

The Salesperson Codes on the F14 “Codes” screen of the Billto File program are arranged in the following hierarchy:

— Salesperson by Manufacturer Codes are considered first (and override the choices below)

— Salesperson by Item Class Codes are considered second (and override the choices below)

— Salesperson by Cost Center Codes are considered third (and override the choice below)

— Salesperson for a “blank Item Class Code”, which means “for all other products” is considered only if none of the above apply.

Manufacturer-Specific Codes Screen

Use this screen to establish customer participation in specific marketing programs and display programs. You can also assign salespeople by product, either by item class or by manufacturer. It is accessed by pressing F11 on the Billto File Customer Codes Screen.

The fields on this screen are described in the following table.

Field	Description
Mfgr	The internal code for the manufacturer. The codes must be established in the Manufacturer File - FIL 4.
Mfgr Dealer Acct#	The account number assigned by the manufacturer. It can be up to 20 characters long. This entry is the account number for this customer, as used in the manufacturer’s computer system.
Affiliation	This is how the manufacturer wants to see the affiliation/marketing program. This could be a name for some manufacturers and a code for others.
Misc1 Misc2 Misc3	Use these fields to record additional information that manufacturers want transmitted to them about this customer, when sales data is transmitted.

Copy Billto Marketing Program & Display Codes

You must be in the Update mode to use the copy feature on the Billto File F14 Codes screen. Press F23 from the Codes screen to see the copy parameters.

You can use the Copy Marketing Programs and Display Types screen to copy the marketing programs and display types from one account to another.

The following table describes the fields on the above screen.

Field Name	Description/Instructions
From Account	The account number from which entries will be copied.
To Account	The account number to which entries will be copied.
Marketing Programs	Enter Y to copy marketing programs.
Replace or Add	Enter R to replace the marketing programs on the To account. This code clears any marketing programs already there and replaces them with the marketing programs on the From account. Enter A to add only marketing programs that are on the From account, but not already on the To account.
Display Types	Enter Y to copy display types.
Replace or Add	Enter R to replace the display types on the To account. This clears any display types already there and replaces them with the display types on the From account. Enter A to add only display types that are on the From account, but not already on the To account.