Special Catalog Mtc (By Product Code)

This program contains options for quickly changing some of the pricing fields in the Catalog Maintenance module, such as the Overbill and Freight fields. It has a couple of additional features you may find useful occasionally. Please Note: Changes made here will not carry over to newly added catalog items. A reminder of that prompts at the bottom of this module. When you enter this module, a Catalog Setup menu will appear as follows:



To edit the Freight field by Product Code or Product Type and then by Vendor, select the Edit Freight By Product menu option. The system will prompt an Enter Product Code box (you will not get a lookup box from this prompt). Type in a Product Code and hit enter, or leave the Product Code field blank and hit enter. The system will prompt an Enter Product Type box. You must type in a Product Type in this box to continue. The system will then prompt a Vendor box (no lookup box will prompt). You can leave this prompt blank to include all Vendors or type a specific Vendor ID. The system will then prompt the following:



If you click Yes at this prompt, you can enter a dollar amount such as “.50” for fifty cents, and the system will then run through all applicable Catalog Items in the previously entered Product Code or Product Type and adjust the Freight field. If you select No at this prompt, the system will prompt you to enter a Percentage of Gross Cost amount. You must type a whole number, such as “10” for 10 percent. Once an option is selected, the system performs internal procedures and returns to the Catalog Setup box. Important Note: This will only update catalog costs. It will not change existing inventory item values. Also, the system will not allow a dollar amount to be added to any Labor Product Code. If you enter a Labor Product Code to add a percentage, the system will prompt the following:


Click the OK button to continue, and the system will place the cursor at the Enter Overbill Percent field for you to add a percentage amount.
To edit an Overbill amount, select the Edit Overbill by Product option and follow the directions described above for editing the Freight field.
The third menu option appears as follows: Change 02/07 Factor to 08. If you wish to change the Factor ID on any of your 02 or 07 Product Codes for the purpose of consolidating and averaging inventory (and more specifically for Barcode customers), you can use this feature to accomplish that task. Please Note: you should only use this for inventory items where you do not want to track roll number, dye lot, and/or shade information. When you hit enter on this option, a message will appear as follows:



If you click Yes, the system will prompt the following: Enter Product Code. Please Note: This program will only accept Product Codes with an existing Factor ID of either 02 or 07. Once you have typed a Product Code and hit enter, the system will prompt the following: Factor has been changed to 08. You will then see the following Fix Results:



During this process, the system will perform the following functions: change the Factor ID on the Product Code to 08; all available inventory under this Product Code will be merged into one record with a Roll Number of 08 and a Dye lot of 08; any inventory that was Reserved on a Job or Quote will remain in the existing inventory record; and the View Pointer Record will show the Available quantity referenced as merged into the 08, 08 record. Please Note: this fix will not merge any Inventory Records that haven’t been previously cost review approved via the A/P Open Item Maintenance module. If you need further assistance, please email Customer Service at support@rmaster.com.

The fourth option in the Catalog Setup menu appears as follows: Edit Cat. Lookup by Prod. This feature was added to allow Users to “Drop” all Catalog Items within a Product Code that are not tied to any inventory. This feature assists in the transition for a client switching to the B2B Catalog Process or because many styles have become obsolete within a Product Code. This will work across multi-companies as well.

The fifth menu option appears as follows: Edit Vendor Catalog Wide. This feature will allow you to change the Vendor ID on all Catalog Items simultaneously. When you hit enter on this feature, the system will prompt the following: Enter Old Vendor ID. Type in the existing Vendor ID you would like changed and hit enter. The system will then prompt the following: Enter New Vendor ID. Type in the new Vendor ID, ensuring it is active in A/P Vendor Maintenance and hit enter. The system will then cycle through your entire catalog replacing the old ID with the new ID. When it has finished, it will prompt you with the number of records that have been changed.

The sixth menu option appears as follows: Edit Cost by Percent. When you click on this option, an Edit Cost by Percent box will appear as follows:


In the Product Type, Product Code, Vendor Type, and Vendor (1) fields, select any applicable combinations to customize the list of catalog items impacted by this percent change. At the Cost % (2) field, choose an integer to multiply all costs, i.e., 1.11 will effectively raise costs by 11%, and .90 would effectively lower costs by 10%. Once programmed, click the Save button to activate the percent change. The system will then read through the catalog and update costs accordingly. The system will also write a history record within each catalog record, displaying the User ID, what was changed, and that the change came from this program. The Log List (3) option at the top right will display a list of the percent changes performed in this feature. When you click on that option, a Log List box will display as follows:



If you highlight and right-click on a “Changed” item in the list, you will see the following option: Restore Pricing. This will revert the pricing back to what it was before the percent change was enacted. The system will also write a new history record for the Restored pricing.

The seventh option appears as follows: Create Inventory for Stocking 08s. This feature was added specifically for BMS Bar-coding Software customers. It must be used in conjunction with a trainer, so please disregard it unless instructed to do something with this feature. It essentially allows for adding inventory and then adjusting with the handheld scanner.


The eighth option appears as follows: Edit Weight / UOM. This option allows you to update the Catalog Weight and UOM (Lb. or Oz) used on the Bill of Ladings and displayed on screens so that shipping weight/quotes can be generated. When you enter this option, an Update Weight/UOM screen will appear as follows:



In the screen above, you can use the Product Type, Product Code, and/or Vendor fields to update only specific Catalog Items. You will then need to enter a Weight amount in the last field. Click the Continue button to start the update process.

The ninth and final option appears as follows: Edit Catalog Lead Time. This option allows you to update the Lead Time (Days) field in the Edit Catalog Item screen at the bottom of the History tab screen, which is the amount of time added to the Ship Date on POs for estimated arrival times. When you enter this option, an Edit Catalog Lead Time screen will appear as follows:



Use the Product Type, Product Code, and/or Vendor fields to make more specific selections for updating Lead Times, and then enter the Number of Days in the last field. Click the Continue button to update the data in the system.