|
|
| (37 intermediate revisions not shown) |
| Line 2: |
Line 2: |
| | A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is! | | A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is! |
| | | | |
| - | == Goals == | + | == Notes == |
| - | * The intention is to combine NTCC procedures into one area for easy access | + | *The goal is to combine NTCC procedures into one area for easy access |
| - | * The site allows anyone to view and users with the password to edit | + | *This site allows logged in users to view and the Admin user to edit |
| - | * Ability add and edit whenever necessary | + | *With a wiki users add and edit on the fly |
| - | * As editing skills become more advanced, would like to incorporate multiple pages as well as the search function | + | *As editing skills become more advanced, would like to incorporate multiple pages as well as enhance search function |
| | + | *Reference Index for list of sub-pages. Many were created to enhance the 'search' function |
| | | | |
| | == Warning == | | == Warning == |
| Line 12: |
Line 13: |
| | | | |
| | | | |
| - | <h1>NTCC STANDARD PROCEDURES</h1> | + | <h1>NTCC PROCEDURES</h1> |
| - | [[Call Flow Chart]] | + | <h3>[[Call Flow Chart]]</h3> |
| | | | |
| - | [[Routing Orders in UPDS]] | + | <h3>[[Express Warehouse]]</h3> |
| | | | |
| - | [[Serial Number Look-Up In AS400]] | + | <h3>[[No Charge Order]]</h3> |
| | | | |
| | + | <h3>[[Routing Orders in UPDS]]</h3> |
| | | | |
| - | <h1>NTCC ADVANCED PROCEDURES</h1> | + | <h3>[[Serial Number Look-Up In AS400]]</h3> |
| | | | |
| - | == Credit Card Order ==
| + | <h3>[[Variations]]</h3> |
| - | The “Credit Card Transaction Document” is required to be filled out for a NTCC credit card order. The document can be found on the J Drive. You will need the following pieces of information to complete the form:
| + | |
| - | * Customer with enterprise account number
| + | |
| - | * Sales order number and job number
| + | |
| - | * Customer credit card info (type of card, name on card, card#, exp date)
| + | |
| - | * Total amount of sale
| + | |
| - | * Expected ship date of order
| + | |
| | | | |
| | + | <h3>[[Warranty Only Order]]</h3> |
| | | | |
| - | With this information, fill out the Credit Card Transaction Document to include everything but the credit card number (per Sarbanes-Oxley Act). Once completed, forward, via e-mail, to the credit contact for the applicable sales region. The following is a sample note to include on the e-mail to accompany the document:
| + | <h1>Index Of Sub Pages</h1> |
| | | | |
| - | ''”Attached is a credit card transaction document for Jones Heating & Air. At your earliest convenience, please call me and I can provide the credit card number over the phone.”''
| |
| - |
| |
| - |
| |
| - | While waiting for the call, process the order through to FOE. In Lynx, you will proceed as normal with only the following subtle changes in FOE:
| |
| - | * On the credit job window, select “To Follow” for PO Number.
| |
| - | * Under the Credit Terms drop down box, select “CCARD”
| |
| - |
| |
| - |
| |
| - | Do not transmit the order to Kodiak at this time. Depending on circumstances of the order, try to give the credit contact ample time to call. If you have not heard back in reasonable amount of time, call the credit contact to provide the credit card number.
| |
| - |
| |
| - |
| |
| - | If declined, you will need to go back to sales/parts contact and start the credit card process over with a different credit card. If approved, the credit contact should provide you with a six digit credit card approval number. This number now becomes the PO Number. Go back into FOE and change the PO number from “To Follow” to “Credit appr# 000001” with the six digit number provided by Credit.
| |
| - |
| |
| - |
| |
| - | You can now transmit the order from FOE to Kodiak. Once through FOE, the order should be in credit review in Kodiak. (La Crosse can not credit approve the order until it is in Kodiak.) If you need credit approval, advise the credit contact that provided the credit card authorization. Once the order is approved by Credit, process the order in Kodiak as necessary.
| |
| - |
| |
| - | == No Charge Order ==
| |
| - | <p>To enter a no charge order, the “no charge form” must be completed and sent to Clarksville Product Support for approval.</p>
| |
| - | <p>Each sales office has its own individual form, NTCC does not have one. So the form must be filled out by the sales office. They will need a job number and sales order number to complete the form. The new order can be placed on the original job if need be.</p>
| |
| - | <p>Once the form is complete and sent to product support, product support will approve the request by sending a Design [[SPA]]#.</p>
| |
| - | <p>The new order will need to be entered in [[DOE]]. Proceed with the required order information needed before entering [[DOE]]. Once complete, continue to [[DOE]].</p>
| |
| - | Once in [[DOE]]:
| |
| - | # Check the ‘No Charge’ box (This is very important, as it cannot be changed once the order is entered. If it is forgotten, a new order will need to be entered)
| |
| - | # Enter the Design [[SPA]]# supplied by product support in the ‘Design Auth’ box.
| |
| - | # Enter Sales Order #
| |
| - | # Select Requested Delivery Window
| |
| - | # Add the items that need to be ordered
| |
| - | # Select OK
| |
| - | <p>In the Sales Order Summary you will notice the ‘Ent $’ is $0.00, this is the desired outcome.</p>
| |
| - | <p>Transmit order and proceed as normal.</p>
| |
| - |
| |
| - | == Serial #'s in AS400 ==
| |
| - | Follow these steps to find a serial number in AS400.
| |
| - | #Hit Esc and type ‘GO WHSEMNU’.
| |
| - | #Type ‘1’, then hit Enter for Serial No. Entry.
| |
| - | #Type the MS# into the MS# field.
| |
| - | #In the model number field, type in '1P' followed by the model# (no spaces).
| |
| - | #Hit F5 and the serial #(s) should display.
| |
| - | #Hit F3 to exit.
| |
| - |
| |
| - | == Warranty Only Order ==
| |
| - | The instructions for entering a warranty alone order using [[DOE]] are below. A quote from the warranties group must be obtained first. Quote request are submitted using the 'EW Request Link'.
| |
| - |
| |
| - | 1. If you are entering the order under an existing job.
| |
| - | # Go to Entered Jobs window in FOE.
| |
| - | # Highlight related Credit Job (do NOT put your Design [[SPA]] in the credit job [[SPA]] field)
| |
| - | # Go to step 3.
| |
| - |
| |
| - | 2. If you are creating a new job for the warranty order.
| |
| - | # Go to Job Center and create your Credit Job (Independent offices) or Go to CRM and create the opportunity (do not configure anything, only create the job and do NOT put your Design [[SPA]] in the credit job [[SPA]] field).
| |
| - | # Go to step 3.
| |
| - |
| |
| - | 3. In FOE, go to Activities menu, select Direct Order Entry, New Sales Order
| |
| - | # Enter a new sales order number
| |
| - | # Select product family (WARRANTY - Extended Warranties). Click on "Search"
| |
| - | # If ordering number is listed EXACTLY as shown on your [[SPA]], select the ordering number from the field and click Add Item(s)
| |
| - | # If ordering number is not listed EXACTLY as shown on your [[SPA]], you need to select Manual Entry "Add Row" radio button (Note warning message that: all Manually keyed items will be reviewed and approved by the Manufacturing Location).
| |
| - | # In Add Row, enter quantity, ship cycle, ordering number, description, 0.00 in List Price (required field), enter dollars in Net Price, and finally the product code (4 digits). The Product Code and Net Price are provided in the [[SPA]]. Do this for each Warranty item listed, refrigeration, compressor, labor etc. Click OK.
| |
| - | 4. From Sales Order Detail window, go to Activities menu, select Sales Order Notes & enter:
| |
| - | *[[SPA]]#
| |
| - | *Original sales order #
| |
| - | *Serial # (if available)
| |
| - | *Model # and any other necessary info into note
| |
| - | 5. Release, then Transmit the order (please note that Warranty orders held at "COMMITTED" are not price-protected, they must be "Released" however in cases like this, we do not 'ship' or invoice the warranty order until just after the unit has shipped.)
| |
| - |
| |
| - |
| |
| - | <h1> Index of Sub-pages </h1>
| |
| | A | | A |
| | *[[AS400]] | | *[[AS400]] |
| Line 105: |
Line 35: |
| | C | | C |
| | *[[Call Flow Chart]] | | *[[Call Flow Chart]] |
| - | *[[COJO]] | + | *[[Coatings]] |
| | + | *[[COJO]] (Coordinated Job) |
| | | | |
| | D | | D |
| | *[[DOE]] | | *[[DOE]] |
| | + | |
| | + | E |
| | + | *[[Express Warehouse]] |
| | + | |
| | + | H |
| | + | *[[HTML Codes]] |
| | + | |
| | + | N |
| | + | *[[No Charge Order]] |
| | + | *[[No Charge]] |
| | | | |
| | R | | R |
| Line 114: |
Line 55: |
| | | | |
| | S | | S |
| | + | *[[Seismic Curbs]] |
| | *[[Serial Number Look-Up In AS400]] | | *[[Serial Number Look-Up In AS400]] |
| | *[[SPA]] | | *[[SPA]] |
| Line 119: |
Line 61: |
| | U | | U |
| | *[[UPDS]] | | *[[UPDS]] |
| | + | |
| | + | V |
| | + | *[[Variations]] |
| | | | |
| | W | | W |
| | *[[Warranty]] | | *[[Warranty]] |
| | + | *[[Warranty Only Order]] |
| | | | |
| | | | |
| Line 132: |
Line 78: |
| | <h3>Example 3rd Level Heading</h3> | | <h3>Example 3rd Level Heading</h3> |
| | <p>If there are more than 1 paragraphs, you can use the 'p' tags to create paragraphs or double space. Otherwise all the sentences will run together.</p> | | <p>If there are more than 1 paragraphs, you can use the 'p' tags to create paragraphs or double space. Otherwise all the sentences will run together.</p> |
| | + | Or use a br/ at the end of the sentence <br/> |
| | + | It will take you to the next line without a space like /p.<br/> |
| | + | Like this<br/> |
| | #Use pound sign for numbers, not the actual number | | #Use pound sign for numbers, not the actual number |
| | #Like this | | #Like this |
| | *Use star for bullet points | | *Use star for bullet points |
| | + | :*Colon, Star to indent |
| | | | |
| | == Back to 2nd Level == | | == Back to 2nd Level == |
| Line 142: |
Line 92: |
| | This site's "Wiki Code" is [http://en.wikipedia.org/wiki/HTML HTML]. If you need help or would like to go more advanced on the coding, below are some helpful links. | | This site's "Wiki Code" is [http://en.wikipedia.org/wiki/HTML HTML]. If you need help or would like to go more advanced on the coding, below are some helpful links. |
| | *[http://www.w3schools.com/html/default.asp w3 schools tutorial] | | *[http://www.w3schools.com/html/default.asp w3 schools tutorial] |
| - | | + | *[http://vimeo.com/28048764 Basic Editing Video on Vimeo] |
| - | | + | *[http://editthis.info/wiki/How_to_make_a_successful_wiki How to make a successful wiki] |
| - | <h1>Default</h1>
| + | *[http://editthis.info/wiki/Help:Contents Help Page] |
| - | These came with the template. I left them on here in case we need them for later and they have coding examples.
| + | *[[HTML Codes]] |
| - | | + | |
| - | ==First Steps==
| + | |
| - | # An administrative user has already been created for you with all rights over this wiki. You should first [[Special:UserLogin|log in]] using <br>'''Username:''' admin<br>'''Password:''' changeme
| + | |
| - | # Click on [[Special:Preferences|my preferences]] and change the admin password. <font color="red">Critical:</font> If you don't do this, other users can take over your wiki.
| + | |
| - | # Click on the Control Panel link under "editthis.info tools" in on the left hand side of this page. From here you can set the Logo Image for your wiki that appears in the upper left of all pages.
| + | |
| - | | + | |
| - | ==Optional Secondary Steps==
| + | |
| - | # Add your wiki to the [http://editthis.info/wiki/Categorized_Wiki_List Categorized List of Wikis]
| + | |
| - | # Promote your wiki by posting to your favorite social networks
| + | |
| - | # Create another user with a more personalized username (first log out, then click create an account).
| + | |
| - | # Join the [http://groups.google.com/group/editthisinfo EditThis.info News Group]
| + | |
| - | # Edit this page and replace it's content with something more interesting for new visitors.
| + | |
| - | # Read [http://editthis.info/wiki/How_to_make_a_successful_wiki How to make a successful wiki]
| + | |
| - | # Read the [http://editthis.info/wiki/Help:Contents Help Page]
| + | |
A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is!
This is a public domain and could possibly be viewed by anyone, so confidential information should not be used. Even when the privacy settings are set to hide the page, there is risk of the page being hacked.
If there are more than 1 paragraphs, you can use the 'p' tags to create paragraphs or double space. Otherwise all the sentences will run together.
