Frequently Asked Questions
eSi
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Some of my manufacturers are interested in learning more about
eSi. Where can they find more information?
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I am ready to start eSi with a manufacturer. Do I need to set-up
all the Manufacturer/Customer x-reference records before I import
the first file?
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I imported a file into eSi and now I want to delete this file so I
can import a different file. How do I delete the file?
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Do the X-Reference records apply the same in eSi as they do in
normal Sales Entry?
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If an eSi file has both commission % and commission $ fields,
which is used to figure the commission?
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I want to track sales by Ship-To location. However, the
manufacturer only provides the Sold-To customer number in the
file. Is there still a way to have dynaMACS automatically post
sales to the Ship-To location?
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After I run the "Create Sessions" process in eSi, where did my
file go?
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Some customers for one manufacturer have different commission
rates. How do I change their rate when I use eSi to import the
file?
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My commission rates in the Sales Entry session imported through
eSi don't seem to be correct. How do I fix them?
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The manufacturers' customer codes have zeros at the front. After I
open the file in Excel and save it as a CSV file, the zeros
disappear. How do I prevent this?
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After importing a file, I discovered that most of my commission
amounts are zero, why?
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I opened the file from my manufacturer in Excel and some of the
columns were changed to date format. How do I fix this?
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The spreadsheet we receive from the manufacturer contains subtotal
rows. How do we remove them from the spreadsheet?
Q.1 Some of my manufacturers are interested in learning
more about eSi. Where can they find more information?
They should visit
our website www.dynamacs.com and go to the eSi page from the
Products menu. There are links on the eSi product page specifically for manufacturers.
You may also copy the following link into an email to the
manufacturer:
http://www.dynamacs.com/products/esi.shtml
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Q.2
I am ready to start eSi with a manufacturer. Do I need to set-up
all the Manufacturer/Customer x-reference records before I import
the first file?
No, the easiest
way to implement eSi is to just start processing a file. The
quickest way to setup the manufacturer's customer codes in the
x-reference file is to do it during the correction phase of eSi.
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Q.3
I imported a file into eSi and now I want to delete this file so I
can import a different file. How do I delete the file?
When attempting
to import another file into eSi while another file is already in process a
warning message comes up. The user has the option to delete the
existing file and start over with the new file or cancel out of the
process and then continue processing the existing file.
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Q.4
Do the X-Reference records apply the same in eSi as they do in
normal Sales Entry?
Yes, all the
rules that would normally apply during Sales Entry as they relate
to the X-Reference file will apply during eSi. However, it should
be noted that if there is a commission percent or commission dollars
in the eSi file, it will be used as is and any commission overrides
setup in the X-Reference file will be IGNORED.
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Q.5
If an eSi file has both commission % and commission $ fields,
which is used to figure the commission?
If the file has both a
commission percent and dollar values, the commission
dollars will be used and not the commission percent. If either the
commission % or the commission dollars are in the file, that will
be used to calculate the commission. If both are left blank, then
the normal commission calculations will be done using the mfg
default value or any x-reference values that might be in effect.
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Q.6
I want to track sales by Ship-To location. However, the
manufacturer only
provides the Sold-To customer number in the file. Is there still a
way to have dynaMACS automatically post sales to the Ship-To
location?
Yes, most files
from a manufacturer should have either a ship-to city or a ship-to zip code
or something to indicate where the invoice was shipped. If one of
these fields is "appended" to the sold-to customer
number, then a unique ship-to identifier is created. This unique
field would then be set up in the x-reference file to the
appropriate ship-to location record in the dynaMACS file.
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Q.7
After I run the "Create Sessions" process in eSi, where
did my file go?
A session is
created just as though the entries had been manually entered. This
session can then be listed and edited. When you are satisfied with
the entries in the session, run the Post Sessions program to complete
the updating process.
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Q.8
Some customers for one manufacturer have different commission
rates. How do I change their rate when I use eSi to import the
file?
Refer to the
earlier FAQ regarding commission rates and commission percent. If
the file comes in with either a % or $$ that value is going to be
used. If there is no commission that comes in then any overrides
should be setup using the x-reference file.
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Q.9
My commission rates in the Sales Entry session imported through
eSi don't seem to be correct. How do I fix them?
Go into Sales
Entry and Edit the session. In the edit mode, any of the entries
in the session may be retrieved and changed on screen including
the commission amount.
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Q.10
The manufacturers' customer codes have zeros at the front. After I
open the file in Excel and save it as a CSV file, the zeros
disappear. How do I prevent this?
If a file with a
.csv extension is opened by excel, any fields with numeric values
(i.e. customer numbers with leading zeros) will be treated as
numbers and the leading zeros are dropped. If the file is opened in
Excel by double clicking on the csv file and then saved
again the leading zeros will be lost.
To avoid
this, DO NOT open the file in Excel. Under some circumstances,
this may be necessary to manipulate the data prior to import into
dynaMACS. The only way to "work around" this problem
with Excel is to first rename the file with an extension other
than csv. For example, you could put .eSi. Then start excel, open the file in
Excel and a wizard will come up that will
walk you through opening the file. The import wizard has three
steps.
Step 1 - Tell
the wizard that the file is a a delimited file.
Step 2 - The delimiter should be comma and not
tab.
Step 3 - In the wizard, highlight any of the columns with
leading zeros and change from a general
classification to a text classification. This will retain the
leading zeros in the values when the file is saved after the
manipulation.
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Q.11
After importing a file, I discovered that most of my commission
amounts are zero, why?
It may be that
the commission percent or commission dollars had a zero in the
value and the import program assumed that the zero value was to be
used instead of a calculated value. A zero is treated differently
than a blank value. If the value is blank then the appropriate
calculations are automatically done using default commission
rates.
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Q.12
I opened the file from my manufacturer in Excel and some of the
columns were changed to date format. How do I fix this?
Refer to the
earlier question regarding leading zeros on customer codes. The
same approach may need to be done on Step 3 of the wizard where
the column that is getting changed to a date format should be
highlighted and checked as a text column.
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Q.13
The spreadsheet we receive from the manufacturer contains subtotal
rows. How do we remove them from the spreadsheet?
If
there aren't too many subtotal rows, manually highlight the
rows and then click Delete to eliminate the subtotals rows.
Under some circumstances there are so many subtotal rows that it
may be easier to sort the entire spreadsheet on a column where all
of the subtotals sort to the front or the back or end of the file.
It is then easier to delete the subtotal rows. This same approach
can be taken to get rid of any heading rows where there are multiple
pages in the spreadsheet and each page has a set of headers and
column heading on it.
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