Home

SJAMs User Manual

1. Internet Server Select the lt Synchronize across the Internet gt and follow the message prompts Synchronizing using a Dial up or RAS Connection Establish a Dial up connection with your office server Open the Replication Manager and Right click on the line between your Synchronizer and the server A drop down window should offer lt Synchronize Now gt option Click this option and follow the message prompts Viewing Synchronization History and Resolving Conflicts 5 en temeni sima alse imi Leieren beter Danaa ore qei omgi g im as eel ia bed om a 5 Bere Right click on the Synchronizer of choice Chose the lt View Synchronization History gt If there were problems with any of the synchronizations they would be listed in the Problems column If there are problem records follow the instructions to Resolve Conflicts Resolving Conflicts If problems were encountered during the zj synchronization open the SJAMs BE or E TE sjamsbe located in the SJAMs folder aynchionizing changes with a that has the problems You should get the De yous waril Be ne the ees ow following message when the SJAMs BE or sjamsbe file is opened Follow the H instructions to Resolve the Conflicts New SJAMs Revisions Almost always new revisions of SJAMs will be sent or downloaded in a ZIP format If the SJAMs file is not a zip file just Paste it into the SJAMs folder Otherwise I The SJAMs Folder renga Wes f
2. SJAMs User Manual Working with the SJAMs Forms Example Opportunities Log SJAMs Opportunity Tracking o Spree tog m uemei uemei osoo osoo Mea Hew wote __Gusteenar ubini L Nee contacts New Diswouoie Guili GEM Quele __ OEM Guat Lag Samples __ Sarnptes Log Contacts wh Programs __twierstog __twierstog _New OGM Quotes Quotes __Newsampies o Program view wiir biers Caner Filter By Selection Select a value to filter on Example If the Filter Excluding Selection Report Date Important letters ght are highlighted in the word Nightshift This filter will Opposite of Filter By Selection The Report Date filter is used to filter the return all records in that field with the text ght This filter process can be repeated until the desired results are achieved R moveall fieis Note The records on the screen will not be affected by this filter only the records on the date range when generating reports Additonal Repoits reports that are generated Open the SJAMs Print Duplicate Print Screen in a Specialy Mainlenanee Open the TAM SAM form ce ie ne Gre QS Dp ee OY NY QC iew Delete Save Eind Print Screen Dupe Screen Excel B12 Fi p g EH K Reports TAMSAM Close Exit Opptys HEM Customers Contacts HEM OEM Quotes NEH Disty Quotes AEM Orders HEM Samples HEM Forecast Splits Reports Programs Custg SJAMs Oppty Log _ i Do m ee A Field Options Fitter Off Company mA Special
3. e performed will be not recoverable All other data will be restored When you open the SJAMs BE there is an error message that the database is corrupted and needs to be repaired Delete the corrupted SJAMs BE file and create a replica from the SJAMs BE in the SJAMs backup folder and place it in the SJAMs folder Check the Replication Manager for the last time a successful synchronization between the SJAMs BE in the back up folder and the SJAMs BE in the SJAMs folder was successful The data entered after the last successful synchronization may need to restored For additional information check our Website 61802 www sjams com
4. egin foci hh Bek e o ey Gee Croke CH OS oe wn a aTi ad ea la ey D La Unzip Extract the SJAMs file to the SJAMs folder If an older SJAMs revision exists overwrite with eeina the newer revision ih Hi Heat Paces Ha Eomae a an ee ho E a Open the SJAMs application and press the Setup bottom located on the lower left hand side of the initial Switchboard form The following form should be displayed ers ees ran Eee ee eee tee eee F ee i Confirmation coastal only one s BEJG foie a a Make sure the path to the SJAMs folder for the Remote Users and The path to the SJAMs folder for the Office Users are correct It is Recommended to use the Browse buttons whenever possible to enter the Paths to the SJAMs folders If you are a Remote User you may not have access to the SJAMs Office Folder this path can be updated at anytime Be sure to include a backslash after the SJAMs Example C Windows Desktop SJAMs Update the links for the type of user that you are Remote User or Office User SJAMs should now be ready to for use Optional Feel free to use the Company Abbreviation to Customize your SJAMs application The Company abbreviation will be the heading on all reports generated by SJAMs as well as the title for all of the forms in SJAMs Note Ifall of the remote users have the SJAMs folder in the same location the SJAMs admin can set up one copy of SJAMs with the configured f
5. how can I should I use it All opptys that are being tracked Track is checked will be shown on all opptys forms and reports In many cases users want to retain the oppty information but not view it or report it Opptys that are untracked Track is not checked will not show on any oppty views or reports When I try to use SJAMs I get the following error message Microsoft Access E x The Microsoft Jet database engine cannot find the input table or query Make sure it exists and that its name is spelled correctly The path to either the SJAMs BE or sjamsbe file is not correct When I open Replication Manager I get a blank screen Go to lt File gt lt Managed Replicas gt If your sjamsbe or SJAMs BE replica is being managed Open it Your replica map should be visible If the list of managed replicas is blank go to lt Manage New gt and Browse to either the sjamsbe or SJAMs BE in your SJAMs folder Follow the message prompts to begin managing this file Your replica map should now be visible When you open the sjamsbe file there is an error message that the database is corrupted and needs to be repaired The sjamsbe file is corrupted To recover delete this file and rename the sjamsbe bak located in the SJAMs folder to sjamsbe mdb The sjamsbe bak file is created every time the Maintenance function is performed Only the data that has been entered since the last successful synchronization and the last Maintenanc
6. or remote users and then email it to all remote users A correctly configured SJAMs would then only need to be Pasted into Remote Users SJAMs folder Direct Synchronizations SJAMs BE and sjamsbe files can also be synchronized directly In order to synchronize directly open any SJAMs BE or sjamsbe file On the menu bar go to lt Tools gt lt Replication gt lt Synchronize Now gt Follow the message prompts to find the appropriate SJAMs BE or sjamsbe that you are attempting to synchronize with Note A SJAMs BE replica can synchronize with any other replica a sjamsbe file can only synchronize with another SJAMs BE replica Once the target SJAMs BE or sjamsbe file is found click OK and the two replicas will synchronize STAM cccccccccccccccecs The SJAMs Folder For Remote Users the SJAMs will contain the sjamsbe files for Office users the SJAMs folder will contain the SJAMs BE files Deleting Employees In SJAMs all Customers are related to an Employee Deleting an Employee will result in all Customers linked to that Employee also being deleted and all related Customer records Deleting Customers All records in SJAMs are linked to a specific Customer All Customers are related to a specific Employee Ifa Customer is deleted all records related to that Customer will also be deleted Strong consideration should be given to any Customer or Employee deletions Frequently Asked Questions What is the Track field and
7. t synchronizations keeps your database up to date and provide an inherent backup of your information Synchronization Synchronization is the method of keeping the information within each replica set up to date with users of the SJAMs application There are several ways to synchronize Using the Office LAN WAN When connected to the office LAN WAN click the Synch Office Remote Users only button located on the SJAMs Switchboard T oe FREPLMAN Using Replication Manager aka Replman EB a Tolls m B a 5 a um WE 5 a er A Internet Server S 5 ae 7s Blue and Green epe s gt 5 E Globe a ye i Sa e Anette s a ea sel ciel a mK El E a eS e a gt ee o u b isna a are a zaag im m npma a Tii Bnb Synchronizers a D sae N P Fine 5 M n if a s ee aol openers pr ie RUNES es fee UO ee Seles lie ee Sette m Replica Map Normal View Replica Map with all Replica Sites Uncheck to return to normal view The alternative method of synchronizing using the office LAN WAN is by opening the Replication Manager and clicking on the line between your synchronizer and the SJAMs server Your synchronizer name is defined during the Replication Manager setup A drop down window should offer a lt Synchronize Now gt option Click this option and follow the message prompts Synchronizing across the Internet Establish a connection with the Internet Open the Replication Manager Right click on the
8. tH updated status of either Win Design In with their most recent updates Distributor Quotes OEM S Production Forecast Awaiting Records without date stamped history 1 Remote Users should use the Maintenance Function Located on the Quotes Opportunities Ss oo Production Users are able to provide will not be displayed The viewer SJAMs Switchboard as often as possible Maintenance will keep the Samples and Orders in a ee A a monthly forecast for each device allows for quick and easy edit review sjamsbe files compact and create a sjamsbe bak the sjamsbe bak is a Consolidated Form amp Report a M of date stamped opptys before creating reports SS a res oe backup file that can be used to restore the sjamsbe mdb in case it is Synch Office Remote Users accidentally deleted or corrupted Preferred method of Synchronization when connected to the SJAMs Server via the LAN WAN Maintenance Remote Users Compacts and repairs the sjamsbe files The Setup Form Allows for customization of the SJAMs application The Replication Manager The main tool for synchronizing over the Internet The Splits Log track all opportunities where the CEM Split field is checked true Allows tracking for 1 Date Split Entered with Principal 2 Split Confirmation 3 Are commissions being paid 2 All SJAMs Users should synchronize as often as possible SJAMs recommends at least three synchronizations week Frequen
9. ty t Selectable i i Frincipal Filter 7s SAM s SAMs BE sjamebe SJAMs Switchboard rack Follow Up ona Fill Date Salesmap 7 T More Details Report Date Distibutor field display Single click to sort column A Z aaa Criteria double click to sort Z A Program Select Fields Application or Full Replica Partial Replica Front End or Back End Or Back End Company a kek Principal Pit Custo 2r Pun Status Value K s 9 Contact rack Gi rise bet W Office Users Remote Users Jeco C E 2 Tiiroducton o R i Oo A E Disty Quote or OEM quote Value Field Default is Quantity x ASP Black Font Track Records that are being tracked will show on all oppty reports untracked records can be found by using the Track filter SJAMs is comprised of two parts the front end application and the back end data tables The front end application SJAMs contains all of the data entry forms and reports the back end files either SJAMs BE or sjamsbe store the actual data Click in the field to view Weighted Value Red Font Weighted Value Quantity x ASP x Confidence Factor The SJAMs BE or sjamsbe are replicable files Several distributed replicas are referred to as a replica set Data can be updated at any SJAMs BE or W o rki n g with the S J AM s Toolbar sjamsbe replica and synchroni
10. zed with another member of the replica set Follow ca and records within each replica will be updated A SJAMs BE replica can synchronize with any other replica a sjamsbe file can only synchronize FS Opptys HEN Customers Contacts HEM OEM Quotes NEW Disty Quotes NEW Orders HEL Samples HEM Forecast Splits Report Programs Custom views with another SJAMs BE replica The difference between SJAMs BE files replicas and sjamsbe files is Log Log Log Log Log Log The Program Log offers the sjamsbe files are partitioned replicas aka partial replicas with filters set ability to track opportunities to the board level Users have the ability to architect customers as follows Group gt Programs gt Boards for a certain employee or groups of employees All partial replicas are named sjamsbe with different filters set in each All remote users must use sjamsbe files in order for the SJAMs application to function properly The Samples Log tracks all sample requests Sample requests are not automatically logged into opportunities Users can easily convert Samples to Opportunities by using the Create Oppty button located within the Samples Log The SJAMs Switchboard additional forms and features can be accessed via the SJAMs Switchboard The Forecast Form The Report Viewer displays gat aa Will show all opportunities with the last records from the opportunities log Helpful Tip for SJAMs Users The What s New Form

SJAMs User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents