Monster Media 1993 #2/Image.iso/business/incontrl.zip/SALE-X60.EXE/PROSPECT/MIMPORT.DOC

Text File | 1993-06-17 | 12KB | 261 lines

              Base Station/Remote Site Consolidation Feature

                                 Overview:

Thi≤ featurσ give≤ yo⌡ thσ abilit∙ t∩ consolidatσ datß froφ differen⌠ ì
station≤ ont∩ onσ maste≥ station«  Yo⌡ caε thinδ oµ thσ individua∞ station≤ ì
a≤ 'Remotσ Sitesº anΣ thσ maste≥ a≤ thσ 'Basσ Station'«

Thi≤ featurσ wa≤ implementeΣ becausσ man∙ user≤ oµ thi≤ prograφ havσ askeΣ ì
fo≥ thσ abilit∙ t∩ havσ ß rovinτ feature«  Onσ manage≥ ha≤ man∙ peoplσ ì
workinτ fo≥ hiφ iε thσ fielΣ usinτ thi≤ prograφ oε thei≥ individua∞ lapto≡ ì
portables«  Hσ askeΣ iµ hσ coulΣ consolidatσ everyone'≤ datß ont∩ hi≤ deskto≡ ì
computer«  WitΦ thi≤ Consolidatioε Feature¼ hσ no≈ can«

EacΦ Remotσ Sitσ goe≤ t∩ thσ men⌡ fo≥ Basσ Station/Remotσ Sitσ Consolidation«  ì
Thi≤ men⌡ ha≤ 6 selections║

                            1⌐  Outpu⌠ records
                         [useΣ froφ ß Remotσ Site]
                             2⌐  Inpu⌠ records
                       [useΣ froφ thσ Basσ Station]
                3⌐  Changσ Start/Sto≡ datσ oµ Consolidation
               [useΣ onl∙ witΦ outputtinτ records¼ Optioε 1]

                   4)  View 'Log File' for Base Station
                    5)  Category Consolidation Feature:
                         6) Selection Criteria Menu:

Thσá Remotσá Sitσá theεá select≤ thσ rangσ oµá record≤á tha⌠á he/shσá want≤ ì
outputteΣ t∩ thσ consolidatioε disk«á  Thesσ arσ thσ date≤ tha⌠ thσ record≤ ì
fo≥á thσá Maste≥á Filσ anΣ Activit∙ filσ werσ originall∙ entereΣá int∩á thσ ì
system«á  WitΦ thσ abilit∙ t∩ selec⌠ ou⌠ record≤ b∙ datσ oµ entr∙ int∩á thσ ì
system¼ yo⌡ caε makσ incrementa∞ consolidations¼ sa∙ ever∙ ▓ o≥ ┤ weeks«

Aεá unlimiteΣá numbe≥ oµ Remotσ Site≤ caε outpu⌠ thei≥ record≤á ont∩á thei≥ ì
individua∞ consolidatioε disks«á  Thσ Basσ Station¼á iε turn¼á take≤ al∞ oµ ì
consolidatioεá disk≤á anΣ input≤ theφ onσ a⌠ ß timσ usinτ optioεá 2¼á Inpu⌠ ì
records«á  Iµá thσ prograφ detect≤ tha⌠ i⌠ i≤ importinτ ß duplicatσá recorΣ ì
int∩á thσ Maste≥ File¼á i⌠ wil∞ stop¼á displa∙ thσá questionablσá duplicatσ ì
record≤ t∩ you¼ anΣ theε asδ yo⌡ fo≥ ß decision║  t∩ overwritσ thσ origina∞ ì
recorΣá witΦ thσ newl∙ importeΣ one¼á o≥ t∩ abor⌠ thσ consolidatioε oµ tha⌠ ì
onσá recorΣ int∩ thσ file«á   Al∞ activit∙ record≤ froφá thσá consolidatioε ì
disks¼ oµ course¼ arσ addeΣ a≤ is¼ withou⌠ an∙ validation.

Thσá Basσá Statioε mus⌠ havσ ß harΣ disk¼á bu⌠ thσ Remotσ Site≤ caε havσá ß ì
harΣá disδá o≥ bσ floppy-based«á  Thi≤ featurσ caε als∩ bσá though⌠á oµá a≤ ì
providinτá thσ functionalit∙ oµ ß Loca∞ Areß Networδ withou⌠ thσ bothe≥ anΣ ì
uncertaint∙ oµ beinτ dependen⌠ oε ß network«á  Let'≤ sa∙ tha⌠ ┤  datß entr∙ ì
peoplσ arσ usinτ thi≤ prograφ t∩ takσ informatioε ove≥ thσ phone«  Iµ thei≥ ì
superviso≥ want≤ acces≤ t∩ thσ consolidateΣ record≤ oµ al∞ ┤ people¼á  eacΦ ì
persoεá coulΣ submi⌠ ß weekl∙ consolidatioε disδ t∩á thσá supervisor«á  Thσ ì
supervisor¼á iε turn¼ woulΣ havσ ß fiftΦ systeφ tha⌠ functioneΣ a≤ thσ Basσ ì
Statioε anΣ containeΣ onl∙ thosσ record≤ brough⌠ iε usinτ optioε 2¼ above.
è                               ==============
                               |  OPTION 1: |
                               ==============
                           "1)  Output records"
                        '[used from a Remote Site]'

                    Choice of Data files to output:

Iεá thi≤ option¼á yo⌡ ente≥ you≥ choicσ oµ whicΦ file≤ yo⌡ wisΦ t∩ oupu⌠ a≤ ì
thσ remotσ site.

Your choices are:

   "1 = Prospect and Activity File"
   "2 = Prospect File only"
   "3 = Activity File only"


      Additional criteria available for outputting Activity records:

B∙á default¼á  thσá prograφ define≤ thσ datσ oµ thσ activit∙ recorΣ a≤á thσ ì
datσ oµ it≤ creation¼ thσ datσ wheε i⌠ wa≤ firs⌠ entereΣ int∩ thσ program.

Yo⌡ havσ aε optioε here¼á however¼á oµ outputtinτ activit∙ record≤ baseΣ oε ì
thσ callbacδ date¼á iµ any«  Thi≤ woulΣ bσ useful¼ fo≥ example¼ iµ yo⌡ havσ ì
createΣ activit∙ record≤ fa≥ iε thσ past¼ witΦ ß curren⌠ callbacδ date.

Your are then asked this question:

--------------------------------------------------------------------------|
áááD∩á yo⌡á wisΦ t∩ usσ thσ callbacδ datσ a≤á aεá additiona∞              |ì
ááácriteriß fo≥ outputtinτ activit∙ records?
                                                                          |
            'T' or 'Y' = True; 'F' or 'N' = False                         |
--------------------------------------------------------------------------|

Iµ you≥ answe≥ ye≤ t∩ thσ abovσ question¼á yo⌡ arσ theε prompteΣ fo≥á thesσ ì
dates:


 -------------------------------------------------------------------------|
          ====  Definition of date range for Appointments  ====           |
                                                                          |
               Input Screen for Beginning and Ending dates


                 Enter the first date of your outputting:
                            XX/XX/1991

                  Enter the last date of your outputting:
                            XX/XX/1991                                    |
                                                                          |
--------------------------------------------------------------------------|

è
Afte≥ havinτ defineΣ thσ datσ rangσ fo≥ outputtinτ thosσ records¼á yo⌡ theε ì
havσ thesσ choice≤ iε outputtinτ Activit∙ record≤:

1 = Output by dates of creation AND callbacks
2 = Output by dates of creation OR callbacks
3 = Output by dates of creation ONLY
4 = Output by dates of callbacks ONLY


                               ==============
                               |  OPTION 2: |
                               ==============

                            "2)  Input records"
                      '[used from the Base Station]'

                  Potential Conflict of Activity Records:

B∙ default¼  thσ prograφ doe≤ no⌠ attemp⌠ t∩ displa∙ o≥ correc⌠ ß potentia∞ ì
conflic⌠  oµ incominτ activit∙ records«   I⌠ assume≤ tha⌠ iµ yo⌡ havσ  madσ ì
multiplσ activit∙ record≤ oε onσ da∙ fo≥ onσ prospec⌠ record¼ theε yo⌡ havσ ì
donσ s∩ intentionally.

Yo⌡  havσ thσ optioε here¼  however¼  oµ thσ prograφ alertinτ yo⌡ t∩  thosσ ì
case≤ wherσ aε incominτ activit∙ recorΣ contain≤ thσ samσ callbacδ datσ anΣ ì
compan∙ namσ a≤ onσ alread∙ iε thσ program.

Iµá you≥ exercisσ tha⌠ option¼á thσ prograφ wil∞ theε displa∙ thi≤á messagσ ì
wheε i⌠ observe≤ contentioε iε thσ incominτ datß witΦ thσ existinτ activit∙ ì
file:

--------------------------------------------------------------------------|
                  Similar Activity Record Found:                          |
                                                                          |
A⌠ thi≤ screen¼ yo⌡ wil∞ decidσ wha⌠ t∩ d∩ witΦ thσ simila≥ activit∙ recorΣ ì
tha⌠á ha≤ beeε identified«á  Yo⌡ caε overwritσ thσ olΣ onσ witΦ thσ ne≈á o≥ ì
leavσ thσ origina∞ onσ intact.

       "You have 3 choices:

1 = Delete old activity, append new one.
2 = Keep old activity, append new one
3 = Keep old activity, ignore new one.                                    |
                                                                          |
--------------------------------------------------------------------------|

Thσ activit∙  record≤ iε questioε arσ displayeΣ t∩ yo⌡ sidσ b∙ sidσ s∩ tha⌠ ì
yo⌡ caε seσ wha⌠ datß i≤ involved«

Regardles≤ oµ whethe≥ yo⌡ elec⌠ t∩ usσ thi≤ 'Potentia∞ Conflic⌠ oµ Activit∙ ì
Recordsº logic¼á thσ prograφ wil∞ identif∙ iµ an∙ incominτ prospec⌠ record≤ ì
alread∙ exis⌠ iε thσ Prospec⌠ file«á  Iµ ß duplicatσ entr∙ i≤ detected¼ thσ ì
followinτ messagσ i≤ displayeΣ t∩ you:
è

--------------------------------------------------------------------------|
                  Duplicatσ RecorΣ Found║  Prospec⌠ File                  |
                                                                          |
A⌠á thi≤á screen¼á yo⌡á wil∞á decidσ wha⌠á t∩á d∩á witΦá thσ ì
duplicatσáá recorΣá tha⌠á ha≤á beeεá identified«áá  Yo⌡á caε ì
overwritσ thσ olΣ onσ witΦ thσ ne≈ o≥ leavσ thσ origina∞ onσ
intact«                                                                   |
                                                                          |
--------------------------------------------------------------------------|

A≤á witΦ thσ activit∙  record≤ thσ prospec⌠ record≤ arσ theεá displayeΣá t∩ ì
yo⌡ sidσ b∙ sidσ s∩ tha⌠ yo⌡ caε read the data.


                               ==============
                               |  OPTION 3: |
                               ==============
               "3)  Change Start/Stop date of Consolidation"
              '[used only with outputting records, Option 1]'

Optioε 3 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
thesσ dates:

                         STAR╘ DAT┼ :'01/01/1901'
                         STO╨ DAT┼  :'12/12/2999º

Thi≤á mean≤á tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ßá 109╕á yea≥ ì
period«á Let'≤ sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩ weeδ ì
period¼á durinτá whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á  Iεá tha⌠ ì
case¼á g∩ t∩ optioε │ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε ì
a≤á thσ STAR╘ date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσ ì
EN─ date«  No≈ you≥ outputtinτ wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.

[Note║á  Thσá datσá selectioεá featurσá refer≤á t∩á wheεá thσá record≤á wa≤ ì
originall∙ entereΣ int∩ thσ system.]

                               ==============
                               |  OPTION 4: |
                               ==============


                  "4)  View 'Log File' for Base Station"


Ever∙ timσ yo⌡ usσ optioε ▓ a≤ thσ Basσ Statioε t∩ impor⌠ data¼ thσ prograφ ì
keep≤ ß loτ oµ eacΦ procedure¼ 'LOG.DBF'¼ iε thi≤ form:


ááá--------------------------------------------------------------
áááBasσ Statioε Importinτ performeΣ oε 06/28/1989               |
ááá    Star⌠ Date║ 01/01/190▒   EnΣ Date║ 12/12/2999            |
ááá    Categor∙ Selected║ ALL                                   |
ááá    Numbe≥ oµ record≤ importeΣ froφ Prospec⌠ file║       5èááá    Numbe≥ oµ record≤ importeΣ froφ activit∙ file║     178
ááá    Datß importeΣ fo≥ EΣ Zung¼ salesmaε fo≥ thσ Ba∙ area

áááBasσ Statioε Importinτ performeΣ oε 06/30/1989
ááá    Star⌠ Date║ 01/01/190▒   EnΣ Date║ 12/12/2999
ááá    Categor∙ Selected║ ALL
ááá    Numbe≥ oµ record≤ importeΣ froφ Prospec⌠ file║       3   |
ááá    Numbe≥ oµ record≤ importeΣ froφ activit∙ file║     288   |
ááá    Datß importeΣ fo≥ Southerε Distric⌠ salesman¼ Phi∞ Smith |
ááá--------------------------------------------------------------


Wheεá yo⌡á impor⌠ datß a≤ thσ basσ station¼á thσ prograφ wil∞ creatσ ßá si° ì
linσ entry¼á startinτ witΦ 'Basσ Statioε Importing...º anΣ endinτ witΦ you≥ ì
comment«  Thσ prograφ create≤ thσ firs⌠ fivσ line≤ automatically¼ whilσ yo⌡ ì
ente≥ you≥ commen⌠ fo≥ linσ six.

'LOG.DBFºá i≤á aεá ASCI╔ filσ tha⌠ yo⌡ caε manipulatσá externall∙á witΦá aε ì
externa∞ worΣ processor¼ iµ s∩ desired.

                               ==============
                               |  OPTION 5: |
                               ==============

                        Category Consolidation:

A⌠ thi≤ option¼á yo⌡ caε basσ you≥ datß outputtinτ iε selectioε ▒ oε eithe≥ ì
ßá rangσá oµ categorie≤ o≥ ß lis⌠ oµ non-continuou≤ individua∞á categories«   ì
Fo≥á example¼á iµá yo⌡ haΣ selecteΣ ß range¼á theε yo⌡á coulΣá combinσá al∞ ì
record≤ froφ categorie≤ ▒ througΦ 50«á  Yo⌡ caε selec⌠ an∙ sizσ range¼ froφ ì
ßá rangσá oµ 5░ t∩ ß rangσ oµ 50,00░ categories«á   Iµ yo⌡ haΣ selecteΣá t∩ ì
inpu⌠ ß non-continuou≤ lis⌠ oµ categories¼á theε yo⌡ coulΣ ente≥ u≡ t∩á 20░ ì
categorie≤ fo≥ consolidation¼ sucΦ a≤ t∩ combinσ categorie≤ 10¼ 11¼ 15¼ anΣ ì
20.

                               ==============
                               |  OPTION 6: |
                               ==============

6⌐  Selec⌠ ou⌠ an∙ comment¼ city¼ state¼ zip¼ person¼ o≥ taggeΣ statu≤ fo≥ ì
Consolidation«  Whateve≥ codσ o≥ commen⌠ yo⌡ select¼ thi≤ criteriß wil∞ bσ ì
applieΣ t∩ optioε ▒ iε thi≤ menu.