Johnson/Diversey DSIS v 7 - Epicor Customer Web...

ACTIVANT STANPAKJohnsonDiversey ManualVersion 7.0

JohnsonDiversey Sales Reporting DSIS

This manual contains reference information about software products from Activant Solutions Inc.The software described in this manual and the manual itself are furnished under the terms andconditions of a license agreement. The software consists of software options that are separatelylicensed. It is against the law to copy the software on any medium, or to enable any softwareoptions, except as specifically permitted under the license agreement. In addition, no part of thismanual may be copied or transmitted in any form or by any means without the prior writtenpermission of Activant Solutions Inc.

From time to time, Activant makes changes to its software products. Therefore, information in thismanual is subject to change, and the illustrations and screens that appear in the manual may differsomewhat from the version of the software provided to you.

Created by:Yardley Technical Communication

2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registeredtrademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company orproduct names are the trademarks or registered trademarks of their respective companies.

Activant Solutions Inc.7683 Southfront RoadLivermore, CA 94551

Version 7Publication Date: 8.22.2007


Contact Information:

Grant GraverIS Consultant - Distributor Sales Intelligence SystemJohnsonDiverseyPhone: [email protected]

Elizabeth A. BerryChannel AdministratorJohnsonDiversey, Inc.Phone 262.631.4834 (Fax 4066)[email protected]

JohnsonDiversey8310 16th StreetP.O. Box 902Sturtevant, WI 53177-0902Attn: Distributor Sales Intelligence SystemMail station 472


Contact your Activant Direct Sales Representative for the current pricing forStanpak/Johnson Diversey DSIS sales reporting integration. JohnsonDiversey hasinformed us that they no longer pay for customer integration programming.


JohnsonDiversey Menu

Above is the JohnsonDiversey menu. These programs replace the SC Johnson programs.Because the use different data files, the JD programs and SCJ programs can be loaded onthe system at the same time.


JDCFM - JD Control Record Maintenance

JDCFM maintains the above fields.

Location Code and Location Name are JohnsonDiversey file requirements.

The abbreviated location code exists because of how Brady has identified locations usingthe User Defined Fields in CM.

Download File Directory specifies the Qicware directory of the export files.

Download File OS Path specifies the Operating System path name of the above directory.This is needed for the EMAIL option to work.

JohnsonDiversey Email Address is the email address for the export files. The DSISprocessor email address is [email protected]

Your Email Address is for the sender mnemonic in Qantel email.


JDCIRM - JD Customer/Item Rebate Maintenance

Above is the initial entry into JDCIRM.

Customer maintenance follows.


JD Master Account Number is assigned by JohnsonDiversey.

JD Rebate Contract Number is assigned by JohnsonDiversey.

Health Industry Number comes from the customer.


Rebate items are, like Stanpak contracts, an association of a customer and an item. Therebate deals are set up by JohnsonDiversey. The rebate calculation for these items isperformed in JDRFB.

Once you have entered the customer, the customer’s JohnsonDiversey Master AccountNumber and JohnsonDiversey Rebate Contract Number, you enter the items for whichthe customer has rebates set up with JohnsonDiversey. If the STANPAK item numberand JohnsonDiversey item number association have been setup in JDVIM (see below),entering the STANPAK item number will cause the JohnsonDiversey item number todisplay.


JDICRR – JD Item Cross-Reference

JDICRR reports out JohnsonDiversey and associated Stanpak item.


JDTIM – JD Transferred Invoice Maintenance

JDTIM is used to delete invoices from the Transferred Invoice file so that an invoice canbe resent for processing.


JDVIM – JD Vendor / Item Maintenance

Initial entry into JDVIM.


This sets up vendors tested for in JDRFB. Vendors in category 1 and 2 are grouped intothe Share of Warehouse report but NOT included in the individual Sales Detail report.Only sales to category 3 vendors are reported in detail to JohnsonDiversey.


Item maintenance relates Stanpak items to JohnsonDiversey items. The JohnsonDiverseyitem number is used in the Sales Detail export file.


JDRFB – JD Report and File Build

JDRFB creates and loads the files for JohnsonDiversey. The report is optional. Invoicespreviously transmitted by JDRFB will not be resent. You will need to run JDTIM (seeabove) if you need to retransmit and invoice or invoices for a selected date range.

JDRFB clears the transmission files sent to JohnsonDiversey. JDRFB should only be runONCE for a selected time period and NOT rerun if there is a problem transmitting thefiles to JohnsonDiversey IT department. JDRFB creates only one set of files fortransmission. Every running of JDRFB erases the old files and creates new files.

JDFT (see below) can be run MANY times to directly email the transmission files toJohnsonDiversey. If your server cannot email the files directly to JohnsonDiversey, youcan use FTP to pull the files to your PC.


JDFT – JD File Transfer

JDFT can email the Sales Detail and Share of Warehouse files directly toJohnsonDiversey if the server has EM1 configured. Otherwise, FTP instructions aredisplayed (see below).


DSIS Participation File Layouts Rev 07/28/03

Sales information should be limited to Johnson Wax Professional brand products. Two electronic files arerequested for the JohnsonDiversey Distributor Sales Intelligence System (DSIS). The first file contains JDsales transaction details and the second contains share of warehouse data.

Note: All files should be in a Fixed Width ASCII text format!!

Sales Detail File:

Length Text/Field Name of Field Required Justify Numeric Description of Field Contents

Location Code 10 Yes Left Text Warehouse ID#

Location Name 50 Yes Left Text Warehouse Name

Master Acct Number 15 Yes* Left Numeric JD Master Acct Number *Required for National Accts,willbe provided to you if you don’t have this number

Transaction Number 30 Yes Left Text Invoice Number or Order Number

JD Rebate

Contract Number2

8 Yes Left Text * Only on Rebated Sales, will be provided toyou if you don’t have this number.

Debit Number 10 No Left Text Debit Memo Number (Reference numberused for rebate claims)

SIC Code 4 No Right Numeric Sector Industry Code (standard industrynumber used to identify class of trade).

Distributor’s Sales

Rep Number 10 Yes Left Text Code used to identify salesrepresentatives

Distributor’s Sales

Rep Name 50 Yes Left Text Name of representative associated withtheir number

Date Shipped 10 Yes Left Text MM/DD/YYYY

Customer Bill-To Code 20 Yes Left Text Distributor's Unique Identifier for the BillingLocation

Bill-To Name 40 Yes Left Text Bill-To Name

Bill-To Address 40 Yes Left Text Bill-To Address

Bill-To Address2 40 No Left Text 2nd Line for the Bill-To Address

Bill-To City 30 Yes Left Text Bill-To City

Bill-To State 2 Yes Left Text Bill-To State

Bill-To Zip 9 Yes Left Text Bill-To Zip

Bill-To Telephone

Number 10 Yes Right Numeric Bill-To Telephone number, Numbers only– please no dashes or spaces

HIN 10 Yes* Left Text Health Industry Number - *Requirementdictated by End Users, used to identifyHospitals

Customer Ship-To Code 20 Yes Left Text Distributor’s Unique Identifier for their End-user

Customer Ship-To Name 40 Yes Left Text End-User Name

Ship-To Address 40 Yes Left Text End-User Address

Ship-To Address2 40 No Left Text 2nd Line for End-User Address

Ship-To City 30 Yes Left Text End-User City

Ship-To State 2 Yes Left Text End-User State

Ship-To Zip 9 Yes Left Text End-User Zip


Number 10 Yes Right Numeric End-User Telephone number, Numbersonly – please no dashes or spaces

Product Code 10 Yes Left Text JD Unique Identifier for Product3

Quantity 7 Yes Right Numeric Number of Units sold or credited (+/-)

Wholesale Price4

9 No Right Numeric Distributor's Purchase Price

Rebate Amount 10 Yes Right Numeric Extended Rebate Amt Requested -*Required only on rebate sales

Rebated Sales UOM5 3 Yes* Left Text *Unit of Measure at time of saleProduct Description 50 Yes Left Text Product Description (with JD SKU in the

description)Conversion Factor-# Units/CS 4 Yes Left Numeric Represents the Number of Units per Case

(i.e. 4 - 1GL)

Share of Warehouse File

Length Char Text/Field Name of Field Space Required Justify Numeric Description of Field Contents

Location Code 10 1-10 Yes Left Numeric Unique Identifier for eachWarehouse (same as Sales)

Vendor Code 4 11-14 Yes Left Text Distributor’s Unique Identifier for theVendor

Vendor Name 40 15-54 Yes Left Text Vendor’s NameVendor Category 1 55 Yes Left Numeric 1=national branded manufacturer/suppliers

2=regional or local or private label3=JD core line

Date 10 56-65 Yes Left Numeric Always use the first of the month.MM/01/YYYY

Factory Dollars 11 66-76 Yes Right Numeric Total Dollars in Inventory at thebeginning of the month

All files should be received by the 10th of the subsequent month. For example, July sales are due August10th. It is preferred that all files are emailed to the DSIS Processor at [email protected]. Otheroptions to send the data are via Electronic Data Interchange (EDI), File Transfer Protocol (FTP) or diskette.Please mail the diskettes to:

JohnsonDiversey8310 16th StreetP.O. Box 902Sturtevant, WI 53177-0902Attn: Distributor Sales Intelligence SystemMail station 472

1 If your data is less than the Length, you must use spaces or 0 to fulfill the Length requirement.2 Contract Number must be a JD Number in order for our system to generate a rebate due.3 JD SKU is preferred. If you use your own Product ID, please include the JD SKU in the ProductDescription.4 All Prices (this includes the Unit Sales Price and the Rebate Amt) must include decimal point and 2decimal places; do not include dollar sign or commas.5 UOM is required if you participate in the JD Rebate Program. Some SKUs can be sold in multiple units ofmeasure (04441 can be CS, EA, CN or CTN, Etc).

Johnson/Diversey DSIS v 7 - Epicor Customer Web...

Documents

Transcript of Johnson/Diversey DSIS v 7 - Epicor Customer Web...