Note: This help system contains standard information only. Click the Help button on the relevant form or menu to display any manufacturer-specific help. Alternatively, a help file may exist in the Table of Contents specific to your manufacturer.
When a new part is entered in Point-of-Sale that is not on the stock file, a prompt is displayed asking if you want to create the part from the price file. If you choose to do this, Autoline automatically updates the stock file from the appropriate record in the price file. You are prompted in the same way when a part number is created via the Stock file maintenance option or input via the New Line function in Purchase Control.
Additionally, you can update the stock file from the master price file using the Update Stock from Price File option. You normally do this after you have uploaded a new release of data to the Autoline system.
Note: Each time you upload a new price file, you must update the stock file for all stock companies used by your franchise.
Before you perform the update, you must select the stock companies used by your franchise, and clear any stock fields that you do not want to update. When you run the update, the system references the part number on the master price file and reads the parts stock file via the Part number (packed) field (PPARTNO).
You must update the stock file each time you upload a new price file.
To update the stock file from the price file:
From the OPERATIONS menu, click Parts price file menu.
The MASTER PARTS PRICE FILE MENU is displayed.
Select the Update stock from price file option.
The Stock File Update - Select Franchises form is displayed.
Select the franchise or franchises to be updated and click OK.
The Stock File Update From Price File form is displayed.
Select the Stock company (or companies) that you want to update, clear any Stock fields that you do not want to update and click Update ....
The Stock Update Summary Form is displayed.
Click Update ....
When the update is complete, the following message is displayed in the status bar at the bottom of the form:
Stock file updates complete OK.
If individual part details need to be updated, click More detail.
The Parts update detail form is displayed.
Click Update ....
When the update is complete, the following message is displayed in the status bar at the bottom of the form:
Stock file updates complete OK.
Click Cancel.
You are returned to the STOCK UPDATE FROM MASTER PARTS PRICE FILE FORM.
Click Exit
You are returned to the MASTER PARTS PRICE FILE MENU.
This form is displayed when you click Update stock from price file from the MASTER PARTS PRICE FILE MENU. On this form you can specify which companies and fields on the stock file you want to update.
Stock company details:
This group box contains a grid listing all available stock companies. Select the stock companies that you want to update.
Co: Stock Management company number.
Update: Select the stock companies that you want to update. A tick symbol indicates that the company will be updated.
Name: Company name.
Parts: Before you update the stock file, this field is set to 0 (zero). When you run the update, the system calculates the total number of parts on the stock file that should be updated for the selected MS company (franchise), and displays the total here.
Changes: Before you update the stock file, this field is set to 0 (zero). When you update the stock file, this figure is automatically updated to indicate the total number of parts changed on the stock file for the selected MS company.
Stock fields to update:
This group box contains a grid listing the fields on the stock file you can update from the master price file. All fields in the grid are selected by default. Clear any stock fields that you do not want to update.
Note: The following table contains a list of the fields on the stock file you can update from the generic master price file in the Autoline MS-00 (global) company, together with comments about which fields are referenced on the master price file. The list of stock fields you can update from the manufacturer's master price file varies from franchise to franchise.
Field Description Comments DESC Description Updated from the Description field (DESC) on the master price file. MANFPART Manufacturer part no Updated from the Manufacturer part no (MANFPART) on the master price file. PRICE <1> Selling price Updated from the Retail price field (RETAIL) on the master price file. PRICE <2> Selling price Updated from the Trade price field (TRADEPRC) on the master price file. PRICE <3> Selling price Updated from the Wholesale dealer nett (WDNPRICE) on the master price file. DISCOUNT Discount code Updated from Discount code field (DISCOUNT) field on the master price file, unless the field is empty, in which case the system uses the discount code entered in the Default disc code field on the Settings tab of the Price file upload and convert record form, accessed via the Generic price file import>System maintenance option.
Field: Name of the field on the stock record you can update from the master price file.
Update?: This cell is selected (ticked) by default to indicate that the field on the stock file will be updated from the price file.
Tip: Click a grid row to select or clear its Update? column.
Description: Description of the stock field
Buttons:
Exit: Returns you to the MASTER PARTS PRICE FILE MENU.
Update: Displays the Stock update summary form.
Help: Displays help on the current application using the default browser.
Franchises: Displays the Stock File Update - Select Franchises form, enabling you to change the list of franchises to be included in the update.
Uploading a Data File via ISDN