This appendix contains the following topics:
Introduction to Conversion of A/R Ship-to’s to POS
The Point of Sale module does not share the same A/R ship-to (deliver-to) file that A/R invoicing and Order Entry uses. Point of Sale has a separate ship-to file.
If you are converting to Point of Sale as your main invoicing application or you have a need to move ship-to information from A/R ship-to’s (deliver-to) to the Point of Sale Ship-to file we have a utility that makes this conversion easy. Also, this utility will allow you to run the conversion multiple times, appending existing ship-to information in POS.
There are fewer fields in the Point of Sale Ship-to file than exist in the A/R ship-to. Therefore some of the data is lost during the conversion. These fields include the Tax exempt no, Ship zone, Contacts, Phone numbers and E-mail addresses. The Point of Sale Ship-to file does not require these fields so losing this data will have no effect.
The conversion process includes exporting the A/R Deliver-to file and then running the POS data conversion utility. These steps are outlined in the next two sections of this appendix.
This section describes the export of the A/R Ship-to (deliver-to) file.
To use the PBS file utilities you must be a PBS administrator. There is a batch and script that you may run.
From a command prompt type:
arutil
Or in Windows, if the administration menu has been installed on your workstation, you can select
Start>Programs>Passport Business Solutions>File utilities>A/R File utilities
Log into the utility. If you are using multiple companies, you must first enter the company number. Then you must enter your User ID and Password (if passwords are used on your system).
Select
1. Export a file
Select
5. Deliver-to file (DLVFILxx)
If Windows, enter a drive letter. If UNIX or Linux you will not have to do this step.
Select C to create a new file.
Select F2 for the Starting (first) and Ending (last) records.
Select Enter
The number or records exported will display and you will see the message
Export completed - <Esc> = return to file selection menu
Then exit the utility by selecting the <Esc> key three times.
This section describes how to convert the export A/R Ship-to (deliver-to) file into the POS ship-to file.
To use this utility you must be a PBS administrator. There is a batch and script that you may run.
From a command prompt type:
artops
Log into the utility. If you are using multiple companies, you must first enter the company number. Then you must enter your User ID and Password (if passwords are used on your system).
If you want to convert a file from one company to another you must rename to company portion of the file name first.
Select
1. Convert the AR deliver to file
Select
1. Ship-to file (PSSHIPxx)
If Windows, enter a drive letter. If UNIX or Linux you will not have to do this step.
Select C to create a new file if you want to delete all existing ship-to’s in POS or if the file is empty or select A to add records to the existing data file.
The number of records converted will display and you will see the message.
Conversion completed - <Esc> = return to file selection menu
Then exit the utility by selecting the <Esc> key three times.
This completes the conversion of Ship-to data from Accounts Receivable to Point of Sale.