Setting Up Terminals

Use the Terminal Setup screen to define the defaults that terminals use when running Eclipse. When users enter transactions from a terminal, the system uses the defaults set up for that terminal.

For example, if a terminal's defined pricing branch is branch 1, when a user enters a transaction on that terminal, the system applies branch 1 pricing to the transaction. Users can override defaults, as needed.

After you set up terminal defaults for a user, you must log that user out of Eterm and then back on for the terminal defaults to take effect. You must also assign the port ID to the user's terminal from Eterm's Configure menu. If you do not assign the port ID, the terminal defaults do not take effect.

Use the following tasks to:

Set up terminals.
Apply terminal defaults to a user.

To set up terminals:

From the System > System Files menu, select Terminal Setup to display the Terminal Setup screen.
In the Search Criteria field, do one of the following:

To display all terminals, press Enter.
To display a specific terminal, enter a terminal ID and press Enter.

In the ID column, select one of the following:

A terminal ID for which to set up defaults. Use the Find hot key to locate a terminal in a long list. At the prompt, enter all or part of the name to find. This field is case-sensitive.

A blank line. Type an ID to identify a new terminal ID. This field is case-sensitive.

Note: This field is case-sensitive.

The terminal ID is also the port ID. This ID identifies the port the terminal uses to connect to the host system.

In the Prc Brch field, enter the default pricing branch that the system should assign to sales transactions entered from this terminal.

If you do not enter a default pricing branch, the system prompts the user to specify a pricing branch during order entry.

In the Shp Brch field, enter the default shipping branch that the system should assign to sales transactions entered from this terminal, unless a Shipping Branch Override is assigned to the customer.

If you do not enter a default shipping branch, the system uses the branch entered in the Shipping Branch Override For SOEcontrol maintenance record. If that record is blank, the system uses the pricing branch.

Note: If you change the shipping branch on an order and then procure an item, the system assigns the shipping branch entered here to the procurement transaction.

In the Location field, press F10 and select the printer location associated with this terminal ID.
If this is a modem or hand-held terminal, in the T field, enter one of the following:

R – The port is for a hand-held radio frequency terminal used in a warehouse for picking and putting away a product.
M – The port is for a modem connection used for dialing into your system.

Note: A user must have Remote Logon OK flagged in User Maintenance to use this port to log on to the system.

If this is a counter terminal, in the RL field indicate whether to prevent employees from creating orders at a counter terminal under someone else's login name.

Y – The system logs users completely off each time they complete a sales order with a Pick Up Now status. The next user must enter a user name and password to access the system. If an order is still open and displayed on the screen, the system does not log the user off.

In addition, the system logs the user off after the terminal is inactive for the time specified in the Seconds Of Inactivity Before Requiring Relogcontrol maintenance record.

N – The system does not log users off each time they complete a sales order.

Note: There is also an L option in the RL field. L applies to the counter terminals that are running the Solar Eclipse interface. If you set those terminals to L, the system locks the terminal after the user completes a Pick Up Now order without logging the user completely off of the system. When the user enters their password to log back in, the system returns the user to the window they were in when the terminal locked. Setting the RL field to L for Eterm terminals acts the same as setting it to Y.

In the Sales Source field, press F10 and select the primary sales department, such as counter sales, inside sales, or outside sales, that will use this terminal.

If left blank, the system prompts the user to choose a sales source at order entry.

In the Ship Via field, press F10 and select the default method for transferring products ordered from this terminal to the customer. For example, a counter terminal may use Pickup as the default ship via.

If a customer does not have a default ship via assigned in Customer Maintenance and you leave this field blank, the system prompts the order taker at this terminal to enter a ship via for the customer's order.

Use these additional hot keys as needed:

Hot Key	Function
Slave Printer	Displays the Slave Printer Assignment screen, where you assign a default printer to a terminal ID, based on the defined printer location. If you do not define a printer location for a user, the system uses the default printer assigned to the terminal. If you do not select a printer location default for a terminal, or if you try to change a location, the user is prompted to select from the locations assigned to the physical branch in which the terminal is located.
Branch	Assigns branches associated with the terminal. In the Local Storage Branch field, enter the branch that determines the image storage locations and physical areas available to this terminal. If the system cannot find a place to store an image, it uses the default storage location defined for the branch. The default branch is the user's home branch. In the Physical Branch field, enter the branch where the terminal resides. Note: This setting does not determine where documents print.
Solar Reporter	Reserved for future use.

Press Esc to save your changes and exit the Terminal Setup screen.

To apply terminal defaults to a user:

After setting up a terminal's defaults on the Terminal Setup screen, log the user off the system.
From the Eterm > Configure menu select Communications to display the Configure Communications screen.
In the ID field, enter the port ID assigned to the user's terminal for which you are applying the terminal settings.
Click OK.
Log the user back onto the system to apply the terminal defaults to the user.