Sales Rep Code Maintenance

Purpose:To update Sales Rep Codes from external sources, e.g. Flightdeck, Framework.

Process:
In \Automation\Pending\, Prelude Desktop will scan for CSV files named.
“YYYYMMDDHHMMSSMMM-CC-TTT.CSV” where –

• CC – Company Number – the two-alphanumeric code
• TTT – “SRC” – Sales Rep Code
• YYYYMMDDHHMMSSMMM – Date/Time – date/time stamp
• REPCODE – Char(4) – Sales Rep Code in Prelude Desktop (validated – Unique)
• NAME – Char(20) – Sales Rep Name in Prelude Desktop

Validation:

Text fields must satisfy format specification

Processing:

If REPCODE exists in SPNAME.DBF

If NAME = [DELETE], delete the SPNAME.DBF records

Else update existing record with these details

If REPCODE doesn’t exist in SPNAME.DBF

If NAME = [DELETE], do nothing

Else, add a new record with these details

For multiple records –

If all validation is passed for all records, process all records.

If at least one validation test fails for at least one record, process no records.