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| | 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! |
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| - | == 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 == |
| - | This is a public domain and could possibly be viewed by anyone, so confidential information should not be used. Even if the privacy settings were set to hide the page, there is risk of the page being hacked. | + | 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. |
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| - | <h1>Test Area</h1> | + | <h1>NTCC PROCEDURES</h1> |
| - | You can use this area to test and practice.
| + | <h3>[[Call Flow Chart]]</h3> |
| | | | |
| - | == Example 2nd Level Heading ==
| + | <h3>[[Express Warehouse]]</h3> |
| - | There is a quick button for this or you can use the 'h' tags
| + | |
| | | | |
| - | <h3>Example 3rd Level Heading</h3> | + | <h3>[[No Charge Order]]</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>
| + | |
| - | #Use pound sign for numbers, not the actual number
| + | |
| - | #Like this
| + | |
| - | *Use star for bullet points
| + | |
| | | | |
| - | == Back to 2nd Level ==
| + | <h3>[[Routing Orders in UPDS]]</h3> |
| - | Use this area to add more examples or to practice more
| + | |
| | | | |
| - | <h3>Helpful links</h3> | + | <h3>[[Serial Number Look-Up In AS400]]</h3> |
| - | This site's "Wiki Code" is 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]
| + | |
| | | | |
| | + | <h3>[[Variations]]</h3> |
| | | | |
| - | <h1>NTCC ADVANCED PROCEDURES</h1> | + | <h3>[[Warranty Only Order]]</h3> |
| | | | |
| - | == Credit Card Order ==
| + | <h1>Index Of Sub Pages</h1> |
| - | The attached “Credit Card Transaction Document” is required to be filled out for a NTCC credit card order. 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
| + | |
| - | * Total amount of sale
| + | |
| - | * Expected ship date of order
| + | |
| | | | |
| | + | A |
| | + | *[[AS400]] |
| | | | |
| - | 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:
| + | C |
| | + | *[[Call Flow Chart]] |
| | + | *[[Coatings]] |
| | + | *[[COJO]] (Coordinated Job) |
| | | | |
| - | ''”Attached is a credit card transaction document for Jones Heating & Air. At your earliest convenience, please call me at 866-872-6339 and I can provide the credit card number over the phone.”''
| + | D |
| | + | *[[DOE]] |
| | | | |
| | + | E |
| | + | *[[Express Warehouse]] |
| | | | |
| - | 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:
| + | H |
| - | * On the credit job window, select “To Follow” for PO Number. | + | *[[HTML Codes]] |
| - | * Under the Credit Terms drop down box, select “CCARD”
| + | |
| | | | |
| | + | N |
| | + | *[[No Charge Order]] |
| | + | *[[No Charge]] |
| | | | |
| - | 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.
| + | R |
| | + | *[[Routing Orders in UPDS]] |
| | | | |
| | + | S |
| | + | *[[Seismic Curbs]] |
| | + | *[[Serial Number Look-Up In AS400]] |
| | + | *[[SPA]] |
| | | | |
| - | 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.
| + | U |
| | + | *[[UPDS]] |
| | | | |
| | + | V |
| | + | *[[Variations]] |
| | | | |
| - | 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.
| + | W |
| | + | *[[Warranty]] |
| | + | *[[Warranty Only Order]] |
| | | | |
| - | == 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>
| |
| | | | |
| - | == Warranty Only Orders ==
| + | <h1>Test Area</h1> |
| - | The instructions for entering a warranty alone order using DOE are below. Please read and follow them carefully. Thanks.
| + | You can use this area to test and practice. |
| | | | |
| - | 1. If you are entering the order under an existing job.
| + | == Example 2nd Level Heading == |
| - | # Go to Entered Jobs window in FOE.
| + | There is a quick button for this or you can use the 'h' tags |
| - | # 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.
| + | <h3>Example 3rd Level Heading</h3> |
| - | # 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).
| + | <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> |
| - | # Go to step 3. | + | 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 |
| | + | #Like this |
| | + | *Use star for bullet points |
| | + | :*Colon, Star to indent |
| | | | |
| - | 3. In FOE, go to Activities menu, select Direct Order Entry, New Sales Order
| + | == Back to 2nd Level == |
| - | # Enter a new sales order number
| + | To link to a sub page, enter the code as [[DOE]] |
| - | # 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.)
| + | |
| | | | |
| - | | + | <h3>Helpful links</h3> |
| - | <h1>Default</h1> | + | 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. |
| - | These came with the template. I left them on here in case we need them for later and they have coding examples.
| + | *[http://www.w3schools.com/html/default.asp w3 schools tutorial] |
| - | | + | *[http://vimeo.com/28048764 Basic Editing Video on Vimeo] |
| - | ==First Steps==
| + | *[http://editthis.info/wiki/How_to_make_a_successful_wiki How to make a successful wiki] |
| - | # 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
| + | *[http://editthis.info/wiki/Help:Contents Help Page] |
| - | # 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.
| + | *[[HTML Codes]] |
| - | # 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.
