ROSS: Transfers by Zip Code

ROSS:  Transfers by Zip Code

IT Helpdesk will get the data into these tables:

        Load into SCC_ZIP_CODE_BY_RM_BATCHES

        Load into SCC_ZIP_CODE_BY_RM_IMPORT

Manually Copy and Paste these batch headers.

****   Make sure the   T R A N S A C T I O N  D A T E   is correct!!!!   ****

Ferguson, ID-Nichols and ID-Nichols Branch to Branch are already processed

HD 1st half and HD 2nd Half and Neil Medical are yet to process.

1. Tab into the batch
2. 
3. Menu options:
4. 
   1. Zip Code Corrections
      1. change to "SK" if the zip code and city are not found;  it cannot be processed
      2. 
      3. change the Zip Code if it is not a valid zip code
         1. https://tools.usps.com/zip-code-lookup.htm
         2. 
         3. 97258 is invalid change to 97256     
            1. once this is changed, the RM can be assigned to the valid zip code 
         4. 
   2. Maint. unfound Part
      1. correct the part codes
         1. take the option to add to the conversion tables  "Y"
         2. Use 999950 part code for Promo items that you cannot find the real part code
         3. 
   3. Set Use Conversion Factor
      1. this will convert the lines with large differences to assume they did not pass the Case Qty but the inner qty.  single gallons, single quarts, single 2 liter bottles....
      2. 
   4. Calc. No Sales$ Found
      1. 
         
   5. On Batch Qty 0
      1. 
         
   6. Only IF THD:  Skip Neil Medical
      1. Change the Neil Medical records to "SK" transaction type so that they are not processed
         1. these are processed separately as a Neil Medical Batch
      2. 
   7. Only if THD:  Alter Part Codes
      1. Change some known part codes from the regular part to the altered
      2. 
      3. 
      4. 
      5. now check the lines again
      6. now only 19 lines need corrections
      7. 
      8. 
         
   8. Maint. ACCEPT Transaction    
      1. changes that might be needed:
         1. Correct to use the conversion factor "Y" if it was "N" and it should be converted
         2. change the conversion factor from 8 cases of 6 each to 48 individual eaches
         3. change the conversion factor from 6 cases of 12 each to 72 individual eaches
         4. change the conversion flag back to the Case.  The Each 
         5. 
      2. 
      3. For NEGATIVE quantities  ( N O T the Difference.  It could be negative, but LOOK at the line qty/sales ) 
         1. correct the Transaction Type to "ST" where they are within acceptable amount
      4. For Positive quantities and sales
         1. correct the Transaction Type to "SI" where they are within acceptable amounts
      5. 
      6. 
   9. Review > -$800 Transactions
      1. this option is only available once the batch has "PASSED" all the edits
         1. 
         2. it will show the lines over 800 in "ST" negative transfers if they are any
         3. if there are no invoice lines "SI" offsetting the negative transfer,     
            1. reject the line by "SK" in the transaction type
         4. if there are sales offsetting the negatives, 
            1. Keep the line as "ST"
         5. pass this along to Bryan and let him know if they were processed or not.
   10. Review % Diff Transactions    
       1. These are sorted by the Diff percent
       2. look at both the dollar difference and the Diff percent
          1. you may need to make a correction to the Conversion factor or flag.
          2. you may need to make a correction to the part code
             1. check the conversion part code table to see if it needs to be fixed as well
             2. update if these are reasonable
       3. 
   11. Load Batch into SA Detail Tables
       1. 
       2. Look to make sure these were marked as LOADED
       3. 
   12. Verify Website Current Orders
       1. Look in www.spartanchemical.com
          1. use current orders report
             1. select a RM that had zip code transfers in Home Depot
                1. find the transfers and check the dates
   13. Reset ALL Lines
       1. 
          
   14. Delete Batch
       1. this will delete the batch
   15. Validate:  Zip,RM,Parts,Qtys
       1. This is the Edit option to validate the lines that were changed
   16. Done
       1. if someone should look at the database, no updates are applied until AFTER you exit DONE. 
       2. ending the program by taking "X" will NOT ensure that the requested updates are not applied!!!!
       3. return to the batch header selections