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Mail Merge Customer

General Info:

This tool provides all customer information in a mailmerge format. It is designed for you to keep closer contact with your customers and to provide an easy way to send many customers the same basic type of letter with some different individual information. You are presented with a screen of criteria to select the group of customers you would like to do a mailing to. Once you have selected the customers the program will generate a mailmerge file in the format of your word processor.

To extract the information for the mailmerge file, you have an option grid which allows you to select the customers for the merge based upon ten different criteria. These criteria include:

  • Customer number
  • Zip code
  • Phone number
  • Territory
  • Sales Person
  • Customer Code
  • Source
  • Customer Type
  • Period to date sales
  • Year to date sales

Once the customers have been selected, you are prompted for the word processor and the location where the mailmerge file is to reside. All data in the customer file is then transferred to the mailmerge file. The data in the file is labelled in an easy to use fashion that is well documented.

Once you have defined the letters in your word processor, you could easily send letters to any of your customers for a variety of reasons. This enhancement will provide you an easy to use tool for staying in contact with your customers. Special events, sales, area specific information, delinquency letters, sales follow-ups and many other uses will develop as you see how easy it is to provide them with this enhancement.

Laser Tools
Description:

If the programs are previously unmodified and the same versions, these new programs may just be copied over. As with all modifications, it is recommended that the ACCPAC versions be checked to assure they are the same. Programs that have been modified are distributed in the same manner as described in the ACCPAC Installation Guide. Programs beginning with "TO", "T0", and "P0" should be treated the same as "SYS" files in ACCPAC, and should be located in the same directory as "SYSDATA.DBF". If there are any databases on the distribution disk that begin with "TO" they should also be located in the system directory. Please refer to the installation instructions. The TOINST program will normally rename and locate programs as required, but some files may need to be moved depending on the individual system configuration.

       
Program and Form Changes:

The following programs and forms have either been changed or added:

TYPE FILE NAME DESCRIPTION
MENUS
ARMAIN.MPR AR Menu Display
POMAIN.MPR PO Menu Display
SOMAIN.MPR SO Menu Display
PROGRAMS
ARCREA.PRG Set up variables, delete files, create files
ARMENU.PRG AR Menu Program
ARPAKH.PRG Print the header information of the packing lists
ARPAKS.PRG Print Packing slip
ARPSTM.PRG Print Invoice & Credit Memo
ARPSTMD.PRG Print the detail of the invoice
ARPSTMH.PRG Print the form and header of the invoices on laser
ARPSTMM.PRG Print the body of the invoice
ARSTAT.PRG Print Customer Statements
ARSTATL.PRG Print Statement on Laser
LTUPDATE.PRG Laser Forms Update Program
POCREA.PRG Set up variables, delete files, create files
POMENU.PRG PO Menu program
POPSTM.PRG Print Purchase Orders
POPSTMD.PRG Print Detail of the Purchase order
POPSTMH.PRG Print Form and header of the purchase orders
POPSTMM.PRG Print the body of the Purchase Order
SOCREA.PRG Set up variables, delete files, create files
SOMENU.PRG SO Menu program
SOPAKS.PRG Print Sales Order Packing Lists
SOPSTM.PRG Print Sales Orders
SOPSTMD.PRG Print Detail of Sales Orders
SOPSTMH.PRG Print the form and header on the laser
SOPSTMM.PRG Set up Sales Order for Printing
TOCREA.PRG Set up variables, delete files, create files
TOINST.PRG Installation Program
TOLASR.PRG Set up LASER for printing
TOLIST.PRG List Choices and provide selection
TOLTSET.PRG Set up laser forms
TOPRTPK.PRG Select Printers
BAUPDATE.PRG Update program for BA
SMCREA.PRG Create/Delete and Setup Datafiles
SMDTBL.PRG Table Maintenance
TOBOX.PRG Draw a box with optional shading
TOCRE1.PRG Create Databases for a module
TODBCK.PRG Build/Update Fields for Database Files
TOFLOC.PRG Locate Directory Placement of Files
TOMNB9.PRG Custom Bar Menu
TOMNU9.PRG Custom Menu selections
TOTGPK.PRG Browse Assistance Setup

Database Changes

SYLTFMnn.DBF

Lasertools Form Setup

Tags:

FORMCODE Key: formcode+STR(100+copyno,3,0)

FORMNO Key: formno

Name TYPE WID DEC DESCRIPTION
COPYNO N 3 0 Copy number of the form
DEPOSITS C 1 0 Show Deposit amounts on the invoices (Y/N)
FOOTLOC C 1 0 Footer Location (Left/Center)
FORMCODE C 8 0 Form Name (INVOICE/SORDER/PORDER/PAKSLIP/STATMNT)
FORMNAME C 20 0 Form Name to print in top right corner
FORMNO C 12 0 Form Number (Included form type & copy number)
INFOLN C 70 0 Information Line at bottom of form
LSRCOMP C 1 0 Laser compatible with HPIII or better (Y/N)
MODULE C 2 0 Key program id for the form
PNAME C 10 0 Printer Name for this copy. Leave blank to use pre-selected default.
SHOWCONT C 1 0 Show Contact Name in Header (Y/N)
SHOWFAX C 1 0 Show Fax Number on Header
SHOWLNS C 1 0 Print lines between detailed lines on Pack lists
SHOWLOGO C 1 0 Show Logo on copy (Y/N)
SHOWMSG C 1 0 Show Message line in the header
SHOWPHN C 1 0 Show Phone Number on Form
SHOWPRC C 1 0 Show Prices and costs (Y/N)
SIGNATURE N 2 0

SYSPIKnn.DBF

Browse Assistance Database

Tags:

SEQNO Key: tablid + tagnm + STR(seqno)

TABLID Key: tablid + tagnm + fieldname

Name TYPE WID DEC DESCRIPTION
FHEADING C 20 0 Browse field heading
FIELDNAME C 10 0 Field name to display
PICCLS C 30 0 Picture Clause for the numeric fields
SEQNO N 3 0 Sequence number to display browse
TABLID C 8 0 Database name for the browser
TAGNM C 8 0 Tag name for the order the file is displayed in
WFONT C 10 0 Windows Font
WIDTH N 3 0 Width of field display for Character Fields
WSTYLE C 10 0 Windows Style for the list

SYSTOMnn.DBF

Extension Menu Selections for Vision Point

Tags:

MODULE Key: module + prgid

SEQ Key: module + STR(seq,3,0) + prgid

Name TYPE WID DEC DESCRIPTION
COND L 1 0
MENUID C 1 0
MODULE C 2 0
PRGAR C 40 0
PRGID C 8 0
REPBOTT N 5 0
REPDISP C 1 0
SEQ N 3 0
TITLE C 30 0

 



Integrated Business Solutions
P:619-462-7797
F:619-462-7698
4177 Yale Avenue - La Mesa, CA 91941-7717
www.ibsweb.com