Operation Guide [Master Maintenance] 7th Edition2011/10/28 4 Change with adding [Send Mail] function in Guide Master ・Screen change of [4.12.1 [Guide Search Condition] Screen] ・Screen

ProChemist

Operation Guide

[Master Maintenance]

7th Edition

NEC Corporation

i

Revision History

Date Editi

on

Revised Reason

2009/07/23 1 New

2010/10/28 2 Modify the typos

2011/02/01 3 Revise the explanation of [2.1 Supported OS] and [2.2 Supported Browser]

Add the explanation of Menu Display Master function in [3. Overview]

Add the explanation of [4.6.4.[ Customer Information Entry] Screen]

Add the explanation of [4.7.4.[ Sendmail Settings] Screen]

Add the explanation of [4.13. Menu Display Master]

2011/10/28 4 Change with adding [Send Mail] function in Guide Master

・Screen change of [4.12.1 [Guide Search Condition] Screen]

・Screen change and explanation adding of [4.12.4 [Guide Register] Screen]

2014/10/31 5 Revise the explanation of [2.1 Supported OS] and [2.2 Supported Browser]

2017/9/1 6 ・ [4.7.3. [User Master Register] Screen]

Screen change and explanation adding with adding items

・ [4.8. Business Partner Master]

Screen change

・ [4.8.3. [Business Partner Master Register] Screen]

Explanation change about survey method with stopping of JAMP survey

・ [4.9. Business Partner Department Master]

Screen change

・ [4.9.3. [Business Partner Department Master Register] Screen]


・ [4.10. Business Partner Group Master]

・ [4.11. Business Partner Contact Person Master]

Screen change

・ [4.11.3. [Register Business Partner Contact Person Master] Screen]


・ [4.12. Guide Master]

Screen change

・ [4.12.4[The Information Register] Screen]

Change of a lack of explanation

・ [4.13. Menu Display Master]

・ [4.13.1.[ Menu Display Master Item Setting] Screen]

Screen change

2020/5/27 7 ・[2.1. Supported OS] Revise the OS

・[2.2. Supported browser] Revise the browser

・[4.10.4. [Register Business Partner] Screen] Screen change

ii

目次

1. Preface ............................................................................................................................................ 1

1.1. Purpose of this Document .................................................................................................... 1

1.2. Contact Information on System Operation ......................................................................... 1

2. Usage Environment ......................................................................................................................... 1

2.1. Supported OS ......................................................................................................................... 1

2.2. Supported Browsers .............................................................................................................. 1

2.3. Screen Size and Character Size ........................................................................................... 1

3. Overview .......................................................................................................................................... 2

4. Operation Instruction for Each Screen ............................................................................................ 4

4.1. Parts Code Conversion Master ............................................................................................. 4

4.1.1. [Parts Code Conversion Master Search Condition] Screen ............................................. 4

4.1.2. [Parts Code Conversion Master Reference] Screen ........................................................ 5

4.1.3. [Parts Code Conversion Master Register] Screen ........................................................... 6

4.2. Item Code Conversion Master .............................................................................................. 9

4.2.1. [Item Code Conversion Master Search Condition] Screen .............................................. 9

4.2.2. [Item Code Conversion Master Reference] Screen ....................................................... 10

4.2.3. [Item Code Conversion Master Register] Screen ............................................................ 11

4.3. Item Series Group Master. ................................................................................................... 13

4.3.1. [Item Series Group Master Search Condition] Screen .................................................... 13

4.3.2. ［[Item Series Group Master Reference] Screen........................................................... 14

4.3.3. [Item Series Group Master Register] Screen ................................................................. 15

4.4. Item Series Master ............................................................................................................... 16

4.4.1. [Item Series Master Search Condition] Screen ............................................................... 16

4.4.2. ［[Item Series Master Reference] Screen ...................................................................... 17

4.4.3. [Item Series Master Register] Screen............................................................................. 18

4.4.4. [Item Series Organization Register] Screen ................................................................... 19

4.4.5. [Item Series User Master Register] Screen .................................................................... 20

4.4.6. [Item Series Standard Number Register] Screen ........................................................... 21

4.4.7. [Item Series Main Customer Master Register] Screen ................................................... 22

4.5. Company Master .................................................................................................................. 23

4.5.1. [Company Master Search Condition] Screen ................................................................. 23

4.5.2. [Company Master Reference] Screen ............................................................................ 24

4.5.3. [Company Master Register] Screen ............................................................................... 25

4.6. Organization Master ............................................................................................................. 27

4.6.1. ［Organization Master Search Condition] Scree ........................................................... 27

4.6.2. [Organization Master Reference] Screen ....................................................................... 28

4.6.3. [Organization Master Register] Screen .......................................................................... 29

4.6.4. [Customer Information Entry] Screen ............................................................................. 31

4.7. User Master ........................................................................................................................... 33

4.7.1. [User Master Search Condition] Screen ......................................................................... 33

4.7.2. [User Master Reference] Screen .................................................................................... 34

4.7.3. [User Master Register] Screen ....................................................................................... 35

iii

4.7.4. [Sendmail Settings] Screen ............................................................................................ 37

4.8. Business Partner Master ..................................................................................................... 39

4.8.1. [Business Partner Master Search Condition] Screen ..................................................... 39

4.8.2. [Business Partner Master Reference] Screen ................................................................ 40

4.8.3. [Business Partner Master Register] Screen ................................................................... 41

4.9. Business Partner Department Master ................................................................................ 43

4.9.1. [Business Partner Department Master Search Condition] Screen ................................. 43

4.9.2. [Business Partner Department Master Reference] Screen ............................................ 44

4.9.3. [Business Partner Department Master Register] Screen ............................................... 45

4.10. Business Partner Group Master ......................................................................................... 47

4.10.1. [Business Partner Group Master Search Condition] Screen .......................................... 47

4.10.2. [Business Partner Group Master Reference] Screen ..................................................... 48

4.10.3. [Register Business Partner Group Master] Screen ........................................................ 49

4.10.4. [Register Business Partner] Screen ............................................................................... 50

4.11. Business Partner Contact Person Master ......................................................................... 51

4.11.1. [Business Partner Contact Person Master Search Condition] Screen ........................... 51

4.11.2. [Business Partner Contact Person Master Reference] Screen ...................................... 52

4.11.3. [Register Business Partner Contact Person Master] Screen ......................................... 53

4.12. Guide Master......................................................................................................................... 55

4.12.1. [The Information Reference] Screen .............................................................................. 56

4.12.2. [Information Master Reference] Screen ......................................................................... 57

4.12.3. [Guide Confirmation Status] Screen ............................................................................... 57

4.12.4. [The Information Register] Screen .................................................................................. 58

4.13. Menu Display Master ........................................................................................................... 60

4.13.1. [Menu Display Master Item Setting] Screen ................................................................... 60

1

1. Preface

1.1. Purpose of this Document

This document describes operating procedure of master maintenance screens for

ProChemist.

1.2. Contact Information on System Operation

If you have any concerns regarding the system operation, contact the following

Helpdesk.

NEC Soft ProChemist/AS Helpdesk < [email protected] >

2. Usage Environment

2.1. Supported OS

This system is available on the following OS.

- Windows 10

2.2. Supported Browsers

This system is available on the following browsers.

- Internet Explorer 11

- Microsoft Edge based on Chromium

2.3. Screen Size and Character Size

All layouts are based on the 1024*768 full screen sizes.

Character size is set to medium as a standard. When you specify other than the

medium character size, the screen display may become fuzzy.

When you use non-Japanese OS, install Japanese fonts. (If Japanese is set for the

displayed items, characters may get garbled when Japanese fonts are not

installed).

2

3. Overview

The following masters are available on this system.

１）Parts Code Conversion Master

This is a master to convert Parts Code managed by own department into Parts

Code managed by suppliers to conduct Survey Request.

２）Item Code Conversion Master

This is a master to convert Item Code managed by own department into Item

Code for customers to conduct Survey Reply.

３）Item Series Group Master

This is a master to manage categories of Item and Item Series.

Item Series must belong to any of Item Series groups.

４）Item Series Master

This is a master to manage categories of Item.

Item must belong to any of Item Series.

５）Company Master

This is a master to manage own company information.

６）Organization Master

This is a master to manage own Organization Information.

７）User Master

This is a master to manage user information of the system.

Users must belong to any of organizations.

８）Customer Master

This is a master to manage customers, suppliers, and manufactures

information.

９）Business Partner Department Master

This is a master to manage department information in order to register contact

persons of Business Partners.

Information set can be used as default values at the time of survey request.

10）Business Partner Contact Person Master

This is a master to manage Contact Person of Business Partners.

Information set can be used as default values at the time of Survey Request.

11）Business Partner Group Master

By grouping Business Partners, a Guide can be sent to multiple business

partners collectively using Guide Master.

Business Partner group can be specified as Disclosure Destination of reply data.

3

This procedure can save time to deal with the time-consuming tasks to specify

Business Partners one by one.

12）Guide Master

Guide can be sent to the users of this system.

13）Menu Display Master

Menu screen display of this system can be changed in department.

4

4. Operation Instruction for Each Screen

4.1. Parts Code Conversion Master

Register, Correction, Deletion and Reference of the Parts Code Conversion Master can be

conducted.

4.1.1. [Parts Code Conversion Master Search Condition] Screen

Click New Register to register.

To refer, correct, or conduct Quotation Register, enter search condition and click Search.

(1) (1 Click Menu to display 4.1.1 [Parts Code Conversion Master Search Condition] screen. Click Menu to display 4.1.1[Parts Code Conversion Master Search Condition] screen

2) Click New Register to register.

4.1.3. [Parts Code Conversion

Master Register] screen is

displayed.

(3) Click Search to refer or to

correct. 4.1.2. [Parts Code

Conversion Master Reference]

screen is displayed

5

4.1.2. [Parts Code Conversion Master Reference] Screen

When clicking Search, the following screen is displayed and the registered contents can be

referred to.

To correct or conduct Quotation Register, select Parts and then click the corresponding

button.

(4) Click to conduct

Quotation Register.

Quotation source

information is set and

4.1.3. [Parts Conversion

Master Register] screen

is displayed.

(5) Click to correct.

The information prior to

correction is set and 4.1.3.

[Parts Conversion Master

Register] screen is

displayed.

6

4.1.3. [Parts Code Conversion Master Register] Screen

When the following register screen is displayed, enter each item and click Register.

(6) Click Register.

7

<Description of Input Item> Underlined items are required to enter.

- System Code : Enter System Code the Item Number is numbered.

- Own Item Number : Enter item numbers of the parts.

- Own Item Number Version: Enter Version of the parts.

- Supplier Code: Enter Supplier Code of corresponding parts as own management code.

- Own Item Number Name (English): Enter the Parts Name in English.

- Own Item Number Name (Local): Enter the Parts Name in Japanese.

- Manufacturer Code (Own): Enter manufacture information of the parts with an own

management code.

- Manufacturer Item Number (Own): Enter a Manufacture Item Number of the parts with an

own management code.

- Manufacturer Code: Enter a Manufacturer Code of the parts.

- Manufacturer Item Number (Single Part): Enter previously surveyed Manufacturer Item

Number.

- Manufacturer Item Number (JAMP): Enter a Manufacturer Item Number when conducting

the survey to business Partner Company.

- Manufacturer Item Name: Enter the name of the parts managed by the manufacture in

local language and English.

- Manufacturer Remarks: Enter the contents of reply on Manufacturer Item Number of the

previous Survey as a memo.

- Manufacturer Item Number Setting Reason: Select either”Supplier Reply” or “Own

Judgment” regarding the reason for setting Manufacturer Item Number (Manufacturer).

- Design Department Remarks: Enter additional comments, etc. for Design Department

when required.

- Design Department Remarks Update User’s Company Code: Enter Company Code of a

user who entered Design Department Remarks.

- Design Department Remarks Update User’s Dept. Code: Enter Department Code of a user

who entered Design Department Remarks.

- Design Department Remarks Update User's Code: Enter Employee Number of a user who

entered Design Department Remarks.

- Material Department Remarks: Enter additional comments for Material Department when

required.

- Material Department Remarks Update User’s Company Code: Enter Company Code of a

user who entered Material Department Remarks.

- Material Department Remarks Update User’s Dept. Code: Enter Department Code of a

8

user who entered Material Department Remarks.

- Material Department Remarks Update User Code: Enter Employee Number of a user who

entered Material Department Remarks.

- Delete Flag: Check the box when deleting parts.

- Remarks: Enter other comments, etc. regarding parts

When the following screen is displayed, Register is completed.

(7) Back to 4.1.3. [Parts Code Conversion


9

4.2. Item Code Conversion Master

Register, Correction, Deletion and Reference of Item Code Conversion Master can be

Conducted.

4.2.1. [Item Code Conversion Master Search Condition] Screen


To refer, correct or conduct Quotation Register, enter Search Condition and click Search.

(1) Click Menu to display

4.2.1[Item Code Conversion

Master Search Condition]

screen.

(2) Click New Register to

register. 4.2.3. [Item Code

Conversion Master Register]

screen is displayed.

(3) Click Search to refer to or

correct. 4.2.2 [Item Code

Conversion Master Reference]


10

4.2.2. [Item Code Conversion Master Reference] Screen

When clicking Search, the following screen is displayed and registered contents can be

referred to.

To correct or conduct Quotation Register, select an item and then click the corresponding

button.

(4) Click to conduct Quotation

Register. Quotation source

information is set and 4.2.3.

[Item Code Conversion


displayed


The Information prior to


[Item Code Conversion


displayed.

11

4.2.3. [Item Code Conversion Master Register] Screen

When the following register screen is displayed, enter each item and click Register.

(6) Click Register.

12


- System Code : Enter System Code the Item Number is numbered.

- Own Item Number : Enter Item Number of the item.

- Own Item Number: Enter a Version of the item.

- Manufacturer Code : Enter Manufacture Code (Own Code) when disclosing to business

partner company.

- Manufacturer Item Number (Single Part) : Enter previously surveyed Manufacturer Item

Number.

- Manufacturer Item Number (JAMP) : Enter Manufacturer Item Number when disclosing to

business partner company.

- Manufacturer Item Name: Enter the name of parts in local language and English.

- Item Series Code : Enter Item Series Code of the item.

- Delete Flag: Check the box when deleting the item.


(7) Back to 4.2.3. [Item Code Conversion


13

4.3. Item Series Group Master.

Register, Correction, Deletion and Reference of Item Series Group Master can be

conducted.

4.3.1. [Item Series Group Master Search Condition] Screen


To refer, correct or conduct Quotation Register, enter Search Condition and click Search.

(1) Click Menu to display 4.3.1

[Item Series Group Master

Search Condition] screen.


register.4.3.3. [Item Series

Group Master Register] screen

is displayed.

(3) Click Search to refer or

correct. 4.3.2. [Item Series

Group Master Reference]


14

4.3.2. ［[Item Series Group Master Reference] Screen


referred to. To correct or conduct Quotation Register, select Item Series Group and click the

corresponding button


Quotation Register.

Quotation Source

Information is set and

4.3.3. [Item Series Group


displayed.


The information prior to

correction. 4.3.3. [Item

Series Master Register]


15

4.3.3. [Item Series Group Master Register] Screen

When the following register screen is displayed, enter each item and then click Register.


- Item Series Group Code: Enter the Item Series Group Code.

- Administrator’s Company Code: Enter Company Code to which the Item Series Group

administrator belongs to.

- Administrator’s Department Code: Enter Department Code to which the Item Series

Group administrator belongs to.

- Administrator Code: Enter Employee Number of the Item Series Group administrator.

- Delete Flag: Check the box when deleting the Item Series Group.

- Remarks: Enter Remark on Item Series Group when required.

- Item Series Group Name: Enter the name of the Item Series Group in Japanese, English

and Chinese.

- Item Series Group Abbreviated Name: Enter the abbreviated name of the Item Series

Group in Japanese, English and Chinese.


(6) Click Register.

(7) Back to 4.3.3. [Item Series Group

Master Register] screen.

16

4.4. Item Series Master

Register, Correction, and Deletion in Item Series Master can be conducted.

4.4.1. [Item Series Master Search Condition] Screen


To refer, correct and conduct Quotation Register, enter Search Condition and click Search.

(1) Click Menu to display

4.4.1[Item Series Master

Search Condition] screen.

(2) Click Search to refer to or

correct.4.4.2. [Item Series

Master Reference] screen is

displayed.


register. 4.4.3. [Item Series


displayed.

17

4.4.2. ［[Item Series Master Reference] Screen


referred to.

To correct or conduct Quotation Register, select Item Series and then click the

corresponding button.

To register or correct an organization which controls Item Series, Standard Item Number

related to users and Item Series, and a Business Partner, click the corresponding button

after selecting Item Series.


Quotation Register.

Quotation source


4.4.3. [Item Series Master

Register] screen is

displayed.


The Information prior to

correction is set and

4.4.3.

5) Click to correct. The

Information prior to


[Item Series Master

Register] screen is

displayed.

(6) Click to register

related organizations.

4.4.4. [Item Series

Organization Register]


(7) Click to register related

users.4.4.5. [Item Series

User Register] screen is

displayed.

(8) Click to register related

standard item number. 4.4.6.

[Item Series Standard

Number Register] screen is

displayed.

9) Click to register related

business partners.

4.4.7. [Item Series Business

Partner Register] screen is

displayed.

18

4.4.3. [Item Series Master Register] Screen



- Item Series Group Code : Enter the Item Series Group Code related to the item series.

- Item Series Code : Enter the item series code.

- Inquiry Section: Input is not required. (Currently unused item)

- Standard Item Number Check: Input is not required. (Currently unused item)

- Check Main Business Partner: Input is not required. (Currently unused item)

- Delete Flag: Check here when deleting the item series.

- Remarks: Enter remarks on the Item Series Group when required.

- Item Series Name: Enter the name of the Item Series in Japanese, English and Chinese.

- Item Series Abbreviated Name: Enter the abbreviated name of the Item Series in

Japanese, English and Chinese.


(11) Back to 4.3.3. [Item Series Group

Master Register] scree

(10) Click Register

button

19

4.4.4. [Item Series Organization Register] Screen

When the following register screen is displayed, click Add Organization. When a single row

of the entry field for organization information is displayed, enter each item and then click

Register. When registering multiple organizations, click Add Organization again to enter

organization information.

*This setting allows allocating the requests to the registered Contact Persons automatically

when there are requests from the Business Partner about the Item Number.

There must be at least one organization that Department Privilege is set as Item

Superintendence. If it is not set accordingly, Item Series function cannot be used. For

Nondisclosure Item, only the users of the Department registered in Item Series can refer to.

<Description of Input Item> Underlined items are required to enter. - Delete: Check when deleting the organization information. - Company Code : Enter Company Code of the organization. - Department Code : Enter Department Code of the organization. - Department Privilege: Enter Privilege of the department.

Item Superintendence: System operations related to items can be performed such as Item Composition Register, Item Aggregation, Item Register, Disclosure Approval, Survey Reply, etc. Design: Same as above. Sales: Only Item Disclosure Approval and Survey Reply can be performed.

- Remarks: Enter Remark on the organization information when required. When the following screen is displayed, Register is completed.

(12) Single row to enter organizations is

added

(13) Click Register button

(14) Back to 4.4.4. [Item Series

Organization Register] screen.

20

4.4.5. [Item Series User Master Register] Screen

When the following register screen is displayed, click Add User. When a single row of the

entry field for user information is displayed, enter each item and then click Register. When

registering multiple users, click Add User again to enter user information.

*It is recommended to manage using Organization Register for Item Series. This function is

assumed to give privileges to refer or update the items in the Item Series to the particular

individual users unable to be managed by the above organizations.

<Description of Input Item> Underlined items are required to enter. - Delete: Check when deleting the user information. - Company Code : Enter Company Code of the user. - Employee Number: Enter Employee Number of the user. - Department Privilege :Enter privilege of the user.

Item Superintendence: System operations related to items can be performed such as Item Composition Register, Item Aggregation, Item Register, Disclosure Approval, Survey Reply, etc. Design: Same as above Sales: Item Disclosure Approval and Survey Reply can only be performed.

- Remarks: Enter Remarks on the user information as necessary. When the following screen is displayed, Register is completed.

(15) One row to enter users is added

(16) Click Register button.

(17) Back to 4.4.5.[Item Series User


21

4.4.6. [Item Series Standard Number Register] Screen

When the following register screen is displayed, click Add Standard Item Number.

When a single row of the entry field for Standard Item Number information is displayed,

enter each item and then click Register.

When registering multiple Standard Item Numbers, click Add Standard Item Number again to

enter Standard Item Number information.


- Delete: Check when deleting Standard Item Number information.

- Standard Item Number: Enter Standard Item Number.

- Remarks: Enter remarks on the Standard Item Number information when required.


(18) One row to enter standard item

number is added

(19) Click Register button.

(20) Back to 4.4.6.[ Item Series Standard

Number Register] screen.

22

4.4.7. [Item Series Main Customer Master Register] Screen

When the following register screen is displayed, click Add Business Partner.

When a single row of entry field for Business Partner information is displayed, enter each

item and then click Register.

When registering multiple Business Partners, click Business Partner again to enter

Business Partner information.


- Delete:

Check when deleting the Business Partner information.

- Customer Code : Enter Customer Code of Business Partner.

- Remarks: Enter remarks on Standard Item Number information when required.


(21) One row to enter business partners is

added。

(22) Click Register

(23) Back to 4.4.7. [Item Series Main

Customer Master Register] screen

23

4.5. Company Master

Register, Correction, and Deletion in Company Master can be conducted.

4.5.1. [Company Master Search Condition] Screen

Enter search condition to refer, correct and then click Search.

(1) Click Menu to display 4.5.1

[Company Master Search

Condition] screen.


correct.

4.5.2. [Company Master

Reference] screen is displayed.

24

4.5.2. [Company Master Reference] Screen

When clicking Search, the following screen is displayed to refer to the registered contents.

To correct, please select a company and then click the corresponding button.

(3)Click to correct. The Information prior to

correction is set and 4.5.3.[Company Master

Register] screen is displayed.

25

4.5.3. [Company Master Register] Screen

When the following register screen is displayed, enter each item and then click Correct.


- Company Code : Enter Company Code（Non-editable）.

- JAMP Member Company ID: When a business partner is a JAMP Member, enter the

member number.

- CII Company ID: When a business partner is registered in CII, enter the company ID.

- DUNS Company ID: When a business partner is registered in DUNS, enter the company

ID.

- Teikoku Databank Company ID:Databank, enter the company ID.

When a business partner is registered in Teikoku

- Supplier WEB Company ID: When a business partner uses ProChemist/AS, enter ID

issued by NEC Soft, Ltd.

- GP Company ID (Issuing Organization ID/Company ID): When a business partner is

(4) Click Correct button.

26

JAMP-GP member, enter the ID with the format [Issuing Organization Code registered in

JAMP-GP + “/” + ID].

- Company Telephone Number: Enter Company Telephone Number.

- Company FAX Number: Enter Company FAX Number.

- Language Company Section: When the displaying language of the system is set for

each company, select a language.

- Delete Flag: Check the box to delete the company data.

- Remark: Enter remarks when required.

- Company Name: Enter the Company Name in Japanese, English and Chinese.

- Company Abbreviation: Enter the Company Abbreviation in Japanese, English and

Chinese.

- Company Address: Enter the Company Address in Japanese, English and Chinese.


(5) Back to 4.5.3. [Company Master

Register] screen.

27

4.6. Organization Master

Register, Correction, and Deletion of Organization Master can be conducted.

4.6.1. ［Organization Master Search Condition] Scree


To refer, correct or conduct Quotation Register, enter search condition and then click

Search.

(1) Click menu and 4.6.1

[Organization Master Search

Condition] screen is displayed.


correct. 4.6.2. [Organization

Master Reference] screen is

displayed.


register.

4.6.3. [Organization Master


28

4.6.2. [Organization Master Reference] Screen


referred to.

To correct or conduct Quotation Register, select an organization and click the corresponding

button.


Quotation Register.

Quotation source


4.6.3. [Organization


(5) Click to correct. The

information prior to


[Organization Master

Register] screen is

displayed.

（6）Click when

connecting customer to

department. Then

4.6.4.[Customer

Information Entry] screen

is displayed

29

4.6.3. [Organization Master Register] Screen



- Company Code : Enter Company Code.

- Department Code : Enter Department Code.

- Belonging Organization Code: Input is not required.

- Belonging Organization Level: Input is not required.

- Language Section: When setting the display language of the system for each organization,

select a language.

- Organization Telephone Number: Enter Organization Telephone Number.

- Organization FAX Number: Enter Organization FAX Number.

- Representative E-mail Address: Enter E-mail Address of the organization representative.

(7) Click Register

30

- Upper Level Dept. Code: Input is not required.

- Delete Flag: Check the box when deleting the department data.

- Remarks: Enter Remarks when required.

- Department Name: Enter the Department Name in Japanese, English and Chinese.

- Abbreviated Department Name: Enter the Abbreviated Department Name in Japanese,

English and Chinese.

- Organization Address: Enter the Organization Address in Japanese, English and Chinese.


(8) Back to 4.6.3. [Organization Master

Register] screen.

31

4.6.4. [Customer Information Entry] Screen

When clicking Customer Information Entry button, the following screen is displayed and

register customer in every department. Count E-mail notification and menu guide number

when connected customer send survey request to users of responsible department.


- Delete: Check the box when deleting the customer information。

- Supplier Code：Enter Supplier Code。

- Remarks: Enter Remarks of the customer information when required.


(9).A row to enter customer information

is added.

(10) Click Register.

(11) Back to 4.6.4 [Customer

Information Entry] Screen

32

Department Code Supplier Code Explanation

001(○×Sales

department)

A001(A Electric)

When A Electric send survey request, item

survey request E-mail will be sent to users

of ○×Sales department

002(○△Sales

department)

B001(B Business)

When B Business send survey request,

item survey request E-mail will be sent to

users of ○△Sales department.

※Besides, when C001(C company) which didn’t register above-mentioned connection send

survey request, item survey request E-mail will be sent to users of both ○×Sales department

and ○△Sales department.

<Setting Example>

Notification example when registering customer information as follows

33

4.7. User Master

Register, Correction, and Deletion of User Master can be conducted.

4.7.1. [User Master Search Condition] Screen

To refer, correct, enter search condition and click Search.

(1) Click the menu and 4.7.1

［User Master Search

Condition] screen is displayed.

(2) Click to refer or correct.

4.7.2. [User Master Reference]


34

4.7.2. [User Master Reference] Screen


referred to.

To correct, please select a user and then click the corresponding button.



information is set and 4.7.3. [User.


displayed.

(4) Click to correct the

information prior to


[User Master Register]


35

4.7.3. [User Master Register] Screen



- Company Code : Enter Company Code.

- User CD : Enter Employee Number.

- Language Type for Usage : When setting the displaying language on the system for each user,

select a language.

- E-mail Address : Enter E-mail Address of the user.

- Department Code : Enter Department Code of organization which the user belongs to.

- Organization Telephone Number: Enter Telephone Number of organization which the user

(5) Click Register.

36

belongs to.

- Organization FAX Number: Enter Organization FAX Number which the user belongs to.

- Department Name: Enter the Department Name of organization which the user belongs to.

n Japanese, English and Chinese.

- Organization Address: Enter the organization location which the user belongs to in


- User Privilege: Select the corresponding User Privilege from the followings; 1: Contact

Person, 2: Department Manager, 8: Company Group Manager, 9: System Administrator.

- Delete Flag: Check the box when deleting the corresponding user.

- Remarks: Enter remarks when required.

- User Name: Enter the corresponding User Name in Japanese, English and Chinese.

- User Abbreviation: Enter the corresponding User Abbreviation in Japanese, English and

Chinese.

-Office Code: Enter the corresponding User Office Code.

-Office Code Type: Enter the corresponding User Office Code Type.


(6) Back to 4.7.3. [User Master Register]

screen

37

4.7.4. [Sendmail Settings] Screen

Set Send mail Interval, Send mail Count in notification E-mail and click Register.


- Sendmail Interval: Select Sendmail Interval (Specify day).

- Sendmail Count: Notice by specified count.

※When not specifying Sendmail Count, it will be sent continually until the reply of survey

request is completed.


(7) Click Register.

(8) Back to 4.7.4.[Sendmail Settings]

Screen.

38

Date Item

Number

Explanation

4/1 A-001 Receive “Distribution Waiting Report” mail with Item Number

“B-001” in 4/2

4/2 B-001 Receive “Distribution Waiting Report” mail with Item Number

“B-001” in 4/2

4/8 A-002 Receive “Distribution Waiting Report” mail with Item Number

“A-001”, “A-002”in 4/8

4/9 Receive “Distribution Waiting Report” mail with Item Number

“B-001” in 4/9

4/15 Receive “Distribution Waiting Report” mail with Item Number

“A-002” in 4/15

<Setting Example>

Setting Example of a case that set Sendmail Interval as “7 interval” and

Sendmail Count as “2 times” for Mail Title “Distribution Waiting Report”

39

4.8. Business Partner Master

Register, Correction, and Deletion of Business Partner Master can be conducted.

4.8.1. [Business Partner Master Search Condition] Screen


To refer to, correct, or conduct Quotation Register, enter search condition and click Search.

(1) Click menu and 4.8.1[Business

Partner Master Search Condition]



correct.

4.8.2. [Business Partner Master

Reference] screen is displayed.

(3)Click New Register to

register.

4.8.3. [Business Partner Master


40

4.8.2. [Business Partner Master Reference] Screen


referred to.

To correct or conduct Quotation Register, select Business Partner and click the

corresponding button.




[Business Partner


displayed.




[Business Partner Master

Register] screen is

displayed.

40

41

4.8.3. [Business Partner Master Register] Screen



- Business Partner Company Code : Enter Company Code of Business Partner.

- Company ID : Select a section of Business Partner from “Supplier”, “Supplier and

Customer” or “Customer”.

- JAMP Member Company ID: Enter a Member Company ID when business partner is a

JAMP Member.

- CII Company ID: Enter the Company ID when business partner is registered in CII.

- DUNS Company ID: Enter the company ID when business partner is registered in DUNS.

- Teikoku Databank Company ID: Enter the Company ID when business partner is registered

in Teikoku Databank.

(6) Click Register.

42

- Supplier WEB Company ID: Enter the ID issued by NEC Soft, Ltd when business partner is

using ProChemist/AS.

- GP Company ID: When a business partner is JAMP-GP member, enter the ID with the

format [Issuing Organization Code registered in JAMP-GP + “/” + ID]. (Refer to 4.5.3.

[Company Master Register] Screen)

- Survey Method: When business partner is “Supplier” or “Supplier and Customer”, select

Survey Method from the followings: “Supplier WEB Survey”, “E-mail Address Survey”,

“Internal Survey” or “Individual Survey”. It can be changed individually at the time of Survey

Request.

- Contact E-mail Address: Up to 5 E-mail Addresses can be input. A reminder can be sent

via E-mail.

- Language Section: Select Using Language of Business Partner.

Survey Slip can be created with the Using Language selected at the time of Individual

Survey.

It can be changed individually at the time of Survey Request.

- Delete Flag: Check the box when deleting the business partner.


- Business Partner Company Name: Enter the Business Partner Company Name in


- Business Partner Abbreviated Name: Enter the Business Partner Abbreviated Name in



(7) Back to 4.8.3. [Business Partner


43

4.9. Business Partner Department Master

Register, Correction, and Deletion of Business Partner Department Master can be

conducted.

4.9.1. [Business Partner Department Master Search Condition] Screen



(1) Click menu and

4.9.1[Business Partner

Department Master Search

Condition] screen is

displayed.


correct .9.2. [Business Partner

Department Master Reference]



register.4.9.3. [Business

Partner Department Master


44

4.9.2. [Business Partner Department Master Reference] Screen


referred to. When correct or conduct Quotation Register, select Business Partner

Department and click the corresponding button.




[Business Partner Department


displayed.

(5) Click to correct. The Information

prior to correction is set and 4.9.3.

[Business Partner Department Master


45

4.9.3. [Business Partner Department Master Register] Screen



- Business Partner Code : Enter Company Code of Business Partner.

- Business Partner Department Code : Enter Department Code of Business Partner.

- Survey Method: When business partner is “Supplier” or “Supplier and Customer”, select

Survey Method from the followings “Supplier WEB Survey”, “E-mail Address Survey”,

“Internal Survey” or “Individual Survey”.

Though this is the default value at the time of Survey Request, this can be changed

individually. - Survey Format: Select a Survey when Business Partner is “Supplier” or

“Supplier and Customer”.

Though this is the default value at the time of Survey Request, this can be changed

individually.

- Contact E-mail Address: Up to 5 E-mail Addresses can be input.

A reminder can be sent via E-mail.

- Delete Flag: Check the box when deleting the corresponding business partner department.


- Contact Department Name: Enter Business Partner Department Name in Japanese,


(6) Click Register.

46

- Business Partner Abbreviated Department Name: Enter the Business Partner Abbreviated

Department Name in Japanese, English and Chinese.


7) Back to 4.9.3. [Business Partner

Department Master Register] screen.

47

4.10. Business Partner Group Master

Register, Correction, and Deletion of Business Partner Group Master can be conducted.

4.10.1. [Business Partner Group Master Search Condition] Screen



(1) Click menu to display 4.10.1

[Business Group Master Search

Condition] screen.

(2) Click Search to refer or correct

4.10.2. [Business Partner Group

Master Reference] screen is displayed.

(3) Click New Register to register. 4.10.3.

[Business Partner Group Master Register]


48

4.10.2. [Business Partner Group Master Reference] Screen


referred to.

To correct, conduct Quotation Register or register Business Partner, select Business Partner

Group and click the corresponding button.


Register Quotation source


[Business Partner Group


displayed.




[Business Partner Group


displayed.

(6) Click to register

Business Partner. 4.10.4.

[Register Business

Partner] screen is

displayed.

49

4.10.3. [Register Business Partner Group Master] Screen


<Description of Input Item> Underlined item is required to enter

- Business Partner Group Code : Enter Business Partner Group Code.

- Delete Flag: Check it when deleting the Business Partner Group.

- Remarks: Enter Remarks as necessary.

- Business Partner Group Name: Enter Business Partner Group Name in Japanese,



(7) Click Register.

(8) Back to 4.10.3. [Register Business

Partner Group Master] screen.

50

4.10.4. [Register Business Partner] Screen



- Delete: Check it when deleting the Business Partner Information.

- Business Partner Code : Enter Customer Code for Business Partner.

Remarks: Enter Remarks of the Business Partner Information when required.


(9) Add Business Partner CD

(11)Click Register button.

(12) Back to 4.10.4. [Register Business

Partner] screen.

(10) Click Batch Register button.

51

4.11. Business Partner Contact Person Master

Register, correction and deletion of Business Partner Contact Person Master can be

conducted.

4.11.1. [Business Partner Contact Person Master Search Condition] Screen



(1) Click the Menu. 4.11.1. [Business Partner

Contact Person Master Search Condition] screen

is displayed.


correct. 4.11.2. [Business

Partner Contact Person

Master Reference] screen

is displayed.


register 4.11.3 [Register

Business Partner Contact

Person Master] screen is

displayed.

52

4.11.2. [Business Partner Contact Person Master Reference] Screen


referred to.

To correct or conduct Quotation Register, select Business Partner Contact Person and click

the corresponding button.


Register.

Quotation Source Information

is set and 4.11.3 [Register



displayed.

(5) Click to correct. The

information prior to correction

is set and 4.11.3 [Register



displayed.

53

4.11.3. [Register Business Partner Contact Person Master] Screen



- Business Partner Code : Enter Company Code for Business Partner.

- Business Partner Department Code : Enter Department Code for Business Partner.

- Business Partner Contact Person Code : Enter contact person code for Business Partner.

- Survey Method: When Business Partner is “Supplier and Customer”, Survey Method is

selected from “Supplier WEB Survey”, “E-mail Address Survey”, “Internal Survey” or

“Individual Survey”.

Though it is the default value at the time of Survey Request, it can be changed individually.

- Survey Format: Select Survey Format when Business Partner is “Supplier” or “Supplier

and Customer”.

Though it is the default value at the time of Survey Request, it can be changed individually.

- Contact E-mail Address: Up to 5 E-mail Addresses of Business Partner Contact Person

(6)Click Register.

54

can be entered. Remainder can be sent by E-mail.

- Delete Flag: Check it when deleting relevant Business Partner Contact Person.


- Business Partner Contact Person Name: Enter the Business Partner Contact Person

Name in Japanese, English and Chinese.

- Abbreviated Business Partner Contact Person Name: Enter the Abbreviated Business

Partner Contact Person Name in Japanese, English and Chinese.


(7) Back to 4.11.3 [Register Business

Partner Contact Person Master] screen.

55

4.12. Guide Master

Registering, correcting and deleting Guide can be conducted or Browse Status can be

checked.

(1) When clicking Menu, 4.12.1

[The Information Reference]


56

4.12.1. [The Information Reference] Screen

Click New Register to register. To conduct Quotation Register, refer, correct, or browse,

enter search condition and click Search.


register. 4.12.4.

[The Information Register]


(2) Click Search to check

Reference, Correction and Browse

Status.

4.12.2. [Information Master

Reference]

screen

is displayed

57

4.12.2. [Information Master Reference] Screen


referred to.

To correct or conduct Quotation Register, select Guide and click Quotation Register. When

checking Browsing status, select Guide and click Confirm Browse Status.

4.12.3. [Guide Confirmation Status] Screen

Users browsing Guide can be confirmed.

(4) Click when conducting

Quotation Register.

Quotation source


4.12.4. [The Information

Register screen is

displayed.

(5) Click when correcting.

Information before

correction is set and

4.12.4.[The Information

Register] screen is

displayed.

(6) Click when confirming

Browse Status.

4.12.3.[Guide

Confirmation Status]


58

4.12.4. [The Information Register] Screen


<Description of Entry Items> Underlined items are required to enter.

- Guide Range : Select sending Guide Range.

Guide for All Users: Send to all the system users.

Guide for Entire Company: Send to particular company in a corporate entity

Guide for Department: Send to all users in particular users.

Guide for Business Partner: Send to Business Partner group created on

Business Partner Group Master Maintenance.

- Guide Target Corporation: Available when “Guide to Entire Company” is selected on Guide

Range.

When Select is clicked, a company in a corporate entity is displayed in

“Select” area.

Then select a receiving company and click [<] button. The selected company is displayed

in “Guide Target” area.

(7) Reflects to the Screen Display

Master when clicking Register.

59

- Guide Target Department: Available when “Guide to Department” is selected.

When select [Guide Target Corporation], click [Guide Target Department], then

department in company is displayed in “Select”. Select send target department and

click [<] button. Selected Department is displayed in “Guide Target”.

- Guide Target Business Partner Group: Available when “Guide to “Guide to Business

Partner” is selected in Guide Range.

When Select is clicked, Business Partner Group is displayed in “Select”.

Select send target Business Partner group and click [<] button. Selected

Department is displayed in “Guide Target”.

- Guide Start Date: Input the start date of period to display Guide on send target screen.

- Guide End Date: Input the end date of period to display Guide on send target screen.

- Title: Input Title of Guide.

Title is displayed on the top screen after logging in.

- Detail: Input contents of Guide.

- Attached File: When you want to send Excel or Word file in addition to “Detail” sentence or

messages, click Browse to select the file to be sent.

- Reply Necessity: Check this when requesting Reply to send Guide.

- Send Mail: Check this when you want to notice send target about guide sent.

※Mail will not be sent immediately after guide registered. It will be sent by batch

processing in Guidance Start Date.

- Delete Flag: Check this when you want to delete registered Guide.


<Example: View from Guide Target User side>

(8) Back to 4.12.4. [The Information

Register] screen.

Sender Company

Name is displayed.

Title entered on

Register Screen is

displayed “ Detail” entered on

Register Screen is

display

60

4.13. Menu Display Master

Set display, non-display, display order of menu screen items.

It can be set in [Department Code]

4.13.1. [Menu Display Master Item Setting] Screen

Select changing menu and then click Search.

＜Object items of menu selecting＞

1) When clicking the Menu,

4.13.1. [Menu Display Master

Item Setting] screen is

displayed.

(2) Select changing menu on

[Menu Select] and then click

Search.

When selecting <Task Menu>, it

can be changed.

When selecting <Guidance>, it

can be changed.

61

＜Change Method＞

(1)Select the items you want to change from Menu List and then click Edit.

Perform operations on lower layer.

(2) Process items displayed on Display Item.

Non-display: Select items you want to make it non-display from Display Item, then click [＞].

It will be shifted to Non-display Item.

(Menu part with * can't be made non-display.)

Display: Select items on Non-display Item, then click [＜].

It will be shifted to Display Item.

Change order: Select item on Display Item, then click [↑] or [↓].

The upper (lower) item can be replaced.

(3)When click Update, it will be reflected.

When click Reset, all become initial states.

62

<Setting Example>

With business contact person replying survey request setting not using functions

as non-display, the screen can be displayed as follows.

Documents

Operation Guide [Master Maintenance] 7th Edition2011/10/28 4 Change with adding [Send Mail] function in Guide Master ・Screen change of [4.12.1 [Guide Search Condition] Screen] ・Screen