VISION ERP – Training Guide

NOTE: This is only intended to be informational

At the present time all items are being set up in NS with the Department and Product Line at the item level.  Only in very rare occasions, would the CSR have to change those settings. (example: a part that could be used for either a softener or RO. The item would be defaulted for the most common use. If not being used for the defaulted Product Line, CSR would have to change it when invoicing it.)

Dept: None & Product Line: None

1. There are only 2 product types in our current item list that should ever have a selection of None and None, BW Deposits and Fuel Surcharges…
   1. 600                        BW Deposit
   2. 601                        BW Empty Return
   3. 919                        PE Delivery Fee
   4. 920                        Delivery Fee NT
   5. 921                         Delivery Fee Tax
   6. 922                        Fuel Surcharge DI NT
   7. 924                        Fuel Surcharge Dealer
2. Any other product that has None in the Dept or Product Line selected on a Cash Sale, Sales Order, Field Service Order, Credit Memo or Invoice should never be transacted without selecting a different value.

Dept: SG&A & Product Line: SG&A

1. There are a few products where SG&A would be selected.  These should already be defaulted on the item record.  If an item comes on to a transaction with SG&A listed, do not change it.
   1. LateFee               Late Fee
   2. StmtFee              Statement Fee
   3. 959                        Customer Refund

Division vs Dept vs Product Line: 

1. Starting January 1, 2017, the original Department designations have been split into 2 categories.  Division was created to determine the customer category, Residential, Commercial, or Industrial.  This has been added to the customer record and will flow to the

other forms.  Division should only need to be entered one time when setting up the customer record.

1. For Department, the list has been shortened to only include 1 instance of Delivery, Sales, Rental, etc.  In addition, a default value has been set on every item record.  This was determined selecting the department most used for that specific item.  Though you will not have to change the department most of the time going forward, it is imperative that Dept. is reviewed on each line for each transaction.   This will help us ensure that in the instances where there is less frequent department use, you will be able to review and make the needed change.
2. In a similar fashion, Product Line will almost never need to be changed.  Almost all products and equipment parts are exclusively dedicated to a single product line, while supply parts have been select for their most common use.  PL should also be reviewed for each line for each transaction to ensure accuracy, though the instances for modifying this field will be minimal.  If you feel that a field needs to be changed, contact the Data Process Owner (Stacy) and she will review the change to determine if a modification should be made.