Defining Palm and Imaging User Parameters

Use the User Palm Maintenance window to define the following:

• Parameters for downloading price line and buy line information to user Palm devices.

The system filters the buy lines and price lines users can download to their Palm devices for placing orders using Pocket OE. The Valid Palm Buy Line Product Downloadand Valid Palm Price Line Product Downloadcontrol maintenance records define system-level defaults. You can override the system-level defaults by defining user-specific product download parameters.

The system only downloads products assigned to the buy lines and price lines defined for a user. If no price or buy lines are defined at the user level, the system downloads products assigned to the buy lines and price lines defined in the control maintenance records.

• Default document imaging profiles for users.

If your company uses the Eclipse Document Imaging companion product, you can assign default document imaging profiles to users for attaching documents to records in the system. Document profiles define storage paths and how the system indexes the images using that profile.

To define Palm user parameters:

1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.

2. In the User ID field, enter a user's ID to display the corresponding record.

3. From the Additional menu, select Palm and Imaging Options to display the User Palm Maintenance window.

4. In the Product Price Lines to Download field, select the price lines this user can download to their Palm device.

5. In the Product Buy Lines to Download field, select the buy lines this user can download to their Palm device.

6. In the Product Availability Branch field, select the branches or territory for which to download product availability for this user.

When the user syncs their Palm device, the product availability downloaded to the reorder pad is a cumulative tally of the product’s availability for each branch entered in this field. If you leave this field blank, the system downloads availability for the user’s home branch. Wireless Pocket Order Entry attempts to download availability for the pricing branch entered in the Real Time Preferences screen. If the Pricing branch is blank, the wireless palm functionality downloads availability for the user’s home branch.

When the user requests a wireless price update, the palm device displays the availability at each branch and a total cumulative tally.

7. Click OK to save this information and return to the User Maintenance window.

8. Save the user record.

To define imaging parameters for a user:

1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.

2. In the User ID field, enter a user's ID to display the corresponding record.

3. From the Additional menu, select Palm and Imaging Options to display the User Palm Maintenance window.

4. In the Default Imaging profile field, enter the default document imaging profile for this user.

5. Click OK to save this information and return to the User Maintenance window.

6. Save the user record.

See Also:

Eclipse Document Imaging