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Mailing List System Menu

The latest version of the Mailing List System menu by Legler Systems in CA identifies 12 separate mailing list (ML) computer procedures plus three procedures (9x) common to all accounting applications that can be run by the user, provided the user has access to these online procedures. Access control to the Mailing List application is specified in the User Control Record (DB08). Each end-user procedure shown on the ML menu corresponds to a separate computer program.

Any online mailing list procedure is started at any time from the ML Menu Screen by entering a 2-digit procedure number or single-click on the procedure name with the mouse. For all ML inquiry and reporting procedures, a selection screen is displayed so the user can enter various data selection parameters to retrieve specific data records from the online Master File and to format the output, including a report sort option. Reporting procedures print information in hardcopy ML reports on letter-size paper, while inquiry procedures display information in a results screen. Active keyboard function keys are shown at the bottom of all ML screens.

ML Menu Screen:

|       Mailing List System Menu  (2016)                 TST   01-09-14 16:53  |
|                                                                              |
| No     Procedure Name                  No     Procedure Name                 |
| --   ---------------------------       --   ----------------------------     |
| 01 - Enter Name Address Record         08 - Process ML Batch Input           |
| 02 - Select And Sort Names             09 - Reformat AR AP PR Records        |
| 03 - Print Label Counts By ZIP         10 - Build Mailing Chains             |
| 04 - Print Mailing List Report         11 - Purge Old ML Records             |
| 05 - Print Mailing Labels              12 - Import/export PC Text File       |
| 06 - Inquire By Name                   92 - Redefine System Printer          |
| 07 - Print Computer Letters            94 - Search ML System                 |
|                                        96 - Inquire Latest ML Changes        |
|                                        99 - End ML Menu                      |
|                                                                              |
|   Enter ML Procedure Number.......[    ]                                     |
|                                                                              |
|                                                                              |
|                  Dashboard 1 - Number of Names Changed in ML01               |
|             ----------------------------------------------------             |
|              10 |                                               |            |
|               9 |                                               |            |
|               8 |-----------------------------------------------|            |
|               7 |                                               |            |
|               6 |-----------------------------------------------|            |
|               5 |                         XX                    |            |
|               4 |-------------------------XX--------------------|            |
|               3 |                   XX    XX                    |            |
|               2 |-------------------XX----XX----XX--------------|            |
|               1 |                   XX XX XX    XX              |            |
|             ----|---|-------------------------------------------|            |
|              MO | 01 01 01 01 01 01 01 01 01 01 12 12 12 12 12  |            |
|              DA | 10 09 08 07 06 05 04 03 02 01 31 30 29 28 27  |            |
|              YR | 14 14 14 14 14 14 14 14 14 14 13 13 13 13 13  |            |
|                                                                              |
|                   Total transactions = 11 (7 per day)                        |
|                                                                              |
|F1=Help  F2=Enter F9=Print F10=Exit                       Dashboard=F4/F5/F6  |
|                                                                              |

Real-Time Mailing List Dashboard:

One of four different real-time transaction dashboards for the Mailing List System are displayed below the ML Menu Screen depending on the user's Dashboard-ID setting in procedure DB08. Dashboard 1 displays a bar chart of the number of mailing names changed for the last 15 days, last 15 months or last 15 years. Dashboard 2 displays a bar chart of the number of names changed in OE19 for the last 15 days, last 15 months or last 15 years over a specific dollar amount set in procedure DB08. Function key F4 is used to switch between days, months or years. Dashboard 3 displays a list of the latest names changed in ML01. Dashboard 4 displays a list of the latest names changed in OE19. To toggle between these four real-time mailing list dashboards, use function key F5 (back) or F6 (forward).

A Report History Dashboard is displayed under the data selection parameters for all ML end-user procedures except data entry procedure ML01. The last 12 runs are shown in the Report History Dashboard. The display of the Report History Dashboard is determined by the setting of the Dashboard-ID field in procedure DB08. To review a detail activity report of all prior runs, run procedure DB13 with a Report Option of "P".

ML01 - Enter Name Address Record:

Data entry procedure ML01 is used to enter name and address information for a specific List-Code and Name-ID number. This mailing address data is stored in Name Address Records (ML01). One name address transaction is processed at a time. Procedure ML01 supports dynamic linking to procedure DB17 when function key F7 is pressed. To view a sample Name Address screen, click ML01 screen.

ML02 - Select and Sort Names:

Report procedure ML02 is used to select a group of Name Address Records (ML01) to be sorted for subsequent printing by ML03, ML04, ML05 and ML07. The selected Name Address Records are sorted and written to a temporary work file. The Selection Control Report is printed for audit documentation along with the elapsed run time in seconds. Computer procedure ML02 must be run before procedures ML03, ML04, ML05 and ML07 can be run, since they reference this temporary work file.

ML03 - Print Label Counts By ZIP:

Report procedure ML03 prints the Label Counts by ZIP Report showing the number of names within each ZIP code in the temporary work file created by procedure ML02. The Label Counts by ZIP Report (ML03) is used to identify the ZIP code range to be used in print mailing labels by procedure ML05.

ML04 - Print Mailing List Report:

Report procedure ML04 prints the Mailing List Report for operator verification of the online entries made in online procedure ML01, procedure ML08 or procedure ML09. Only the selected names created and sorted by procedure ML02 appear in the Mailing List Report (ML04). A separate Mailing List Summary report of several pages can be requested and printed. To manually lookup a Name-ID number, the Mailing List Report should be sorted by name (Alpha-Sort) or name initials.

ML05 - Print Mailing Labels:

Report procedure ML05 prints the mailing labels for the names in the temporary work file created by ML02. Various size mailing label forms are supported by procedure ML05. To view a sample of the ML05 data selection prompts and mailing labels, click ML05 screen.

ML06 - Inquire by Name:

Inquiry procedure ML06 selects names from the online database that match any text entered by the user and displays information in the results screen based on the data selection parameters entered by the user. The name, city, ZIP code and name initial fields are tested in the Name Address Record (ML01). The ML94 search procedure differs from ML06 in how the information is displayed. Procedure ML06 supports dynamic linking to the ML01 screen when function key F7 is pressed. This procedure can be run at any time to display name and address information in the ML System. To view a sample of the ML06 data selection prompts and output results screen, click ML06 screen.

ML07 - Print Computer Letters:

Report procedure ML07 prints the same letter or memo to each name in the temporary work file created by ML02. The letter or memo is defined as a separate text file that the user previously created. Different form letters can be handled by procedure ML07. Where the name prints in the letter is dependent on the location of special control characters ($N, $D, $S, $T and $E).

ML08 - Process ML Batch Input:

Auxiliary data input of name address transactions (Name Address Record) are processed at one time by procedure ML08. These name address transactions are stored in the import Transfer File (fixed format) and were created by an external software application or by procedure ML12 or by procedure DB18. Procedure DB18 reads a comma separate values (csv) file of name address transactions to reformat and write them to the import Transfer File. The ML08 program edits each Name Address Record, similar to online procedure ML01, before adding them to the online database. Multiple name address transactions are processed at one time. The Batch Input Report (ML08) is printed identifying any input errors and record counts for audit documentation, along with the elapsed run time.

ML09 - Reformat AR/PR/AP Records:

Update procedure ML09 reformats Customer Master Records (AR System), Employee Master Records (PR System), Customer Order Records (Ship-To names and Bill-To names in the OE System), or Vendor Master Records (AP System) into Name Address Records (ML01) and adds them to the online database. The Reformat Control Report is printed to document the record counts for audit control.

ML10 - Build Mailing Chains:

Update procedure ML10 is used to setup a tree relationship between different Name Address Records for network marketing lists. The Rebuild Chain Control Report is printed to document the number of records updated in the online ML System for audit documentation. Computer procedure ML10 is optional.

ML11 - Purge Old ML Records:

Update procedure ML11 deletes old Name Address Records (ML01) from the online database or prints just record counts by List-Code. The Purge Control Report is printed for audit documentation and includes record counts and the elapsed run time in seconds. Only supervisory personnel should perform this procedure.

ML12 - Import/Export PC Text File:

Update procedure ML12 imports address data from a comma separated value (csv) file, reformats the name data to the Name Address Record format and stores it in the import Transfer File. Imported name transactions in the import Transfer File must then be processed by procedure ML08 to edit and add them to the online database. Also, procedure ML12 can export selected name data to a csv file for use by other computer software, such as MS Excel. The MLS Control Report (ML12) is printed for audit documentation and includes the elapsed run time in seconds. Procedure DB18 performs the same basic import and export functions with additional options.

ML92 - Redefine System Printer:

Redefine system printer procedure ML92 allows the user to redefine where management reports are to be printed. If a disk file is specified, the ML report is written to a disk file from which it can be displayed in a pop-up report window (92V) and then printed on paper by pressing function key F9. The computer program DBS892 associated with procedure ML92 is the same for all accounting modules. Computer procedure ML92 can be done at any time.

ML94 - Search ML System:

Search procedure ML94 is used to search the ML System for any dollar amount, code value or text in the last x months and display a results screen of the search findings along with the database records searched and found. Both uppercase letters and lowercase letters are tested to identify a match. The computer program DBS894 associated with procedure ML94 is the same for all accounting modules. This ML end-user procedure can be started at any time to lookup name and address information, as well as numbers and dates.

ML96 - Inquire Latest ML Changes:

Inquiry procedure ML96 displays a list of the latest Name Address Records (ML01) in descending chronological sequence by date and time. The computer program DBS896 associated with procedure ML96 is the same for all accounting modules. This online procedure can be started at any time to identify the most recent changes in the ML System.

ML99 - End ML Menu:

Exit procedure 99 ends the Mailing List System menu and displays the main Financial Menu. To switch directly to a different accounting procedure, just enter the System-ID plus procedure number, such as AP01, rather than three entries: 99 (end ML), AP (menu) and 01 (Enter Vendor Master).

More Information on the MLS Software:

The MLS Procedure Manual provides complete written user documentation of over 200 pages about all accounting procedures of the Mailing List System software by Legler Systems. The MLS Systems Manual describes the technical aspects of the mailing list application programs and is included with the cobol source programs (optional). In addition to the written documentation, the online Help File of all text messages (displayed by F1) is included with the MLS executable programs.

For additional information on the MLS software and a free CD-ROM demo for Microsoft Windows XP, e-mail Bill Legler in the SF Bay Area, California or go to the Mailing List System main page.

Version 11.7 (2017). All rights reserved by Legler Systems Company.