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Activant DISC The System Administrator's Guide to Supporting Your Disc Solution

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Page 1: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Activant DISC

The System Administrator's Guide to Supporting Your Disc Solution

Page 2: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

This class is designed for…

System AdministratorsControllersPresident of the company

Page 3: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Objectives

Provide information regarding useful utilitiesKeeping you comfortable in using administrative tasksTips and tricks to keep the system running smooth

Page 4: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

This course will NOT cover…

O/S commandsFile expansionsPrinter and Fax topics

Page 5: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Terminations

Safely terminate out of without repercussions

301303304306307309310322334336337

527528601603610702703704714726727

504505508509510511513515521523524525

101102103104105106107108109110

Page 6: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Terminations

Need to clear the work areas from task 905

202302305308311312323324325

326408502503506507512514516

522526529602608609611612728

Page 7: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Quick Fix Termination and Errors

Task 201: In use by operator XXX - PROCEEDTask 401: In use by operator XXX - PROCEEDTask 508: Part is on another counting run –RUN”AU.CYCLERUNFIX”

ERROR 0 – RUN

Page 8: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Reconstructs

When?Month End/Year EndIn-Process counts are off

Why?Cleans the system up

How?RebootTask 911

Options 1 and 2Task 203 and 515 with control seized

Tasks need to be run before you can do them

Page 9: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

What tasks need to be run?

202203

Run 203 with control seized

206207405407

Page 10: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Shutdown and Reboot

!su !su

shutdown -F halt

To reboot the system shutdown -Fr reboot

Description AIX LINUX

To shutdown the system

To get to a super user #

Page 11: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

DoubleVision

Need to be the root user!su

!pg /u/bbx/config.bbx | grep TYou will need to know the terminal the user is on.

Page 12: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Full Filesystems

Task 904 option 3Please call Disc Technical support for expansions

Page 13: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing
Page 14: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

System Updates

How do I know when the last time I did an update?

Task 913 option 1

Page 15: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing
Page 16: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Tasks that automatically dedicate to the printers

202 Print Shipping Papers and Factory Orders203 Print Booked Customer Order Report 206 Print Invoices and Booked Invoice Reports208 Enter Cash Receipts301 Customer Statements306 Customer Labels309 Customer Interest Invoices324 Salesman Call Reports402 Print Inventory Purchase Orders

Page 17: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Tasks that automatically dedicate to the printers

405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing List - Print705 Enter Transactions 706 Automatic Update 707 Purge - Month and Year 722 Accounts Payable Entry723 Print and Book Entered Payables 725 Print and Book Checks

Page 18: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Locking out tasks

How can I stop users from getting into tasks during month end?

Page 19: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

ODBC files

http://wdncustomer.activant.com/webdocu/disc/stdcontent2pdf/dfd.pdfEverything has its own naming convention

CU_ = Customer filesIN_ = Inventory filesA2_, GL_, AC_, and AP_ = Accounting filesM2 and FA = Manufacturing files

Page 20: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Setting up new users

PermissionsProfileLogin

Page 21: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Utilities

AU.CLEARTERMChange the Task Status screen to correct the current task of a terminal

AU.CHANGEWHChange the warehouse code for a specific terminal

AU.DELFAXMESSRemove all messages to terminal zero from the Fax Managers, 903, and EDI

AU.PRTLEADTIMEPrint a report of parts and their lead times from 804

Page 22: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Utilities

AU.CYCLERUNFIXClears out cycle count runs after a 508 termination

HU.UNDEDPTRChange the printer control file to un-dedicate a printer that is not really dedicated

AT.FIXSALESMANReplace existing salesman codes in action track with a sales code of our choice or the sales code in the customer master file

HU.LPTESTPrinter control and test utility

Page 23: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Utilities

AC.SUM728Sums up your open accounts payable invoices and compares the total to the balance of your ALC202 + ALC204 accountsTells you if your 728 isn’t going to balance the GL

AU.VENDORDISCCan update the following fields for a range of items

Vendor DiscountIndustrial User DiscountJobber/Resaler DiscountOEM Discount

Page 24: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Utilities

IN.COPYCopies a range of inventory items and BOMs from one warehouse to another.

AU.T608COMBINERealigns sales from old salescode under the new salescode in the customer master file

Page 25: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

Summary

Provide information regarding useful utilitiesKeeping your comfortable in using administrative tasksTips and tricks to keep the system running smooth

Page 26: Support Your DISC System · Tasks that automatically dedicate to the printers 405 Print Inventory Receipts Report 427 Print and Purge Completed Jobs 613 Purge - Year End 702 Mailing

For More Information…

http://distribution.activant.com/View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case

E-mail Professional Services [email protected]