Ask your Siemens sales representative for an EXCEL file with your net price data and any applicable discounts.
Start the Catalog CA 01 and then click on the button Products on the title page.
Select the menu item Customer - Customer conditions. 
A window is presented with two option tabs.
- On the fixed-price register you can manage previously agreed to prices in up to six price boards. A fixed price always refers to certain Order Nos.; use of Order No. groups is not expedient here. Download an example file here.
- On the rebate register you can manage discounts (in percentages) in up to six price boards for an Order No. group, a price group or a list identification code. Example download. Download an example file here.
A description of the import interface (German language only) can be downloaded here.
| Create a spreadsheet table with just 2 columns using MS EXCEL (or a similar program). In the first column, with the heading MLFB, enter the desired order numbers. In the second column, with the heading MENGE, you can enter a quantity or number of units, if required. If no quantity is specified, then CA 01 will later set the quantity to the value 1. If the value 0 is entered under Quantity, then this MLFB will be ignored. |
- The tab of the EXCEL table must always be named "Auftragspositionen".
- It is also required to insert hyphens into the MLFB numbers. Lower-case letters are accepted.
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 Download a sample EXCEL parts list here.
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Save the file and close EXCEL. Start the Catalog CA 01, select the button Products on the title page and switch to Order Management.
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- Either create a new order or click on an existing but not yet completed process.
- Now select the menu item Import Order in the menu Order.
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- Browse to the parts list from which the items are to be imported and then click Continue.
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- Select Parts List as the import format and click Import Order.
- Important note:
When importing from EXCEL you must make sure that the option "First line contains field names"
is activated in the menu Tools/Options - tab Export !
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| When importing the data, the program checks the order numbers it finds against a database. After this check, a confirmation window is displayed in which you can see which order numbers were found. Finished!
Instead of creating an EXCEL table, you can also create the parts list with ACCESS or with a text editor of your own choice. If you use ACCESS, the table must be given the name Order Items (like the tab of the EXCEL worksheet), and the columns are to be named MLFB and QUANTITY. An example of an ACCESS parts list can be downloaded here.
If you prefer to use a text editor (e.g. Notepad) to create your parts list, then proceed as follows: Create a new file with an appropriate tool, insert the order numbers and quantities, separated in each case by a TAB, and save the file with the filename extension .LST.
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The LST file is basically in a CSV data format, which has here been tailored specifically to a parts list. This is why the CSV import filter is displayed before the actual importing.
An example of an LST parts list can be downloaded here. |
| The procedure to import an LST file is effectively the same as that for an EXCEL file.
Proceed as follows: |
- Start the catalog, click on Products and open Order Management.
- Either create a new order or click on an existing but not yet completed process.
- Now select the menu item Import Order in the menu Order.
- Browse to the parts list from which the items are to be imported and then click on Continue.
- Select Parts List as the import format, deselect the option "First line contains field names" (if present) and check the correct settings for the text separator ("none") and the field separator ("tab"). Then click on Import Order.
Finished!
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- Click on the button Products on the title page of CA 01. Select the menu function Catalog - Price List - Export. This calls up an application which you may already know from the past under the name "Convert".
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- At the next step, mark the desired price lists in the left-hand window and transfer them to the right-hand window with the Accept button >.
- Then click on Continue. (The >> button automatically selects all the price lists.)
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- You are now able to select the fields of the price list.
Mark the required fields in the left-hand column and transfer then to the right-hand column with the Accept button >.
- Then click on Continue.
(The >> button automatically selects all the fields.)
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| Select a target format (e.g. EXCEL97), browse to the desired target directory and enter the name to be given to the price list.
Now click on Start Conversion.
Finished!
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How can I use the price list data from CA 01 for my merchandise management system?
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Select one of the formats ASCII (CSV), EXCEL, DBASE or DATANORM via the menu function Export/Print Price List in the product catalog.
If you are working with the DATANORM 4 format, proceed as follows:
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- If a DATANORM file is be created, it is necessary to activate the corresponding option Datanorm Fields in the price list converter.
This automatically selects all the fields required for this format. The file created complies with the DATANORM 4 format.
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A ready-processed DATANORM 4 file of all catalog price lists is to be found in the directory PL_Data on the CA 01 CD-ROM. The format conformity of this file has been tested with the official DATANORM working group diagnostics program PAULA.
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- If you only want to transfer new prices for the SIEMENS article database already integrated into your merchandise management system, it is sufficient to create a price list in DATPREIS format. In this case, select the option DATANORM FIELDS and then the Datanorm setting DATPREIS.
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What must be done in the case of articles not contained in CA 01?
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If you cannot find certain articles in CA 01, you can add these articles via a so-called customer price list (to be called via the menu function "Edit >
Customer Price List").
The articles in the customer price list are displayed in the catalog via the contents table "...
and everything else you need > Customer Price List". Note: The prices given in the customer price list are fixed prices (preset discounts have no effect on these prices).
If you use CA 01 to submit an electronic order, the order numbers used for articles in the customer price list must be known to Siemens. |
How can I create an order on one PC and send it from a different PC?
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| Create a new archive under Archive Management and move all fully prepared orders to this archive. The archive is now to be found on your PC in the sub-directory \bt\Archiv under the Catalog installation directory (e.g. C:\CA 01\04_2001.13d\bt\Archiv\Order1.mdb). This archive file can be copied to another PC or stored under a network path. The archive is read in at the other PC via the Archive Management using the menu function "Edit > Import Archive" and can then be sent. 
A similar procedure is possible if a central customer database is installed as part of a network installation of the catalog.
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How do I send CA 01 orders via the Siemens Mall?
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- In the Shopping Basket or under Order Management, select the menu function Order / Create Online Order File or else click on the icon
 and select "in file". This creates a file with the filename extension .MAL, which you can then place in the Siemens Mall.
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- If you select a direct Mall upload, your order will be transmitted online to the Mall Shopping Basket via XML file. You can then complete your order with the Mall Shopping Basket.
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How can I create and print out offers containing gross prices for customers?
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To convert orders (to Siemens) into offers containing gross prices for your customers, proceed as follows:
Copy the order under Order Management using the right-hand mouse button. Paste this order as an offer, again with the right-hand mouse button. Finally, define the surcharge factor under Project Data so that the customer is presented gross prices and print out the offer. |
Reading in customer product numbers
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- It is best to use a text editor (e.g. Notepad) to create a customer product number import file.
- The file structure must be as follows: <Siemens order number>
<TAB> <Customer product number> [<TAB> <Product designation>].
Column headings are not necessary. The Siemens order numbers must be entered in the correct form with hyphens and without spaces.
- Save the file with the filename extension .KEZ.
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 An example of such a file can be downloaded here. |
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- Start CA 01, and then click on the button Products on the title page.
- Select the menu function Catalog - Presettings - Customer Product Numbers. You are presented a window via which you can import the table of customer product numbers.
- In the menu of this window, click on Customer Product Numbers - Import and open the previously saved KEZ file
Finished! |
| You can enter offers under Order Management using the menu
"Order" or else use the right-hand mouse button to copy and re-paste the offer as an order. |
| The most important paths saved in the Registry can be displayed using the menu item Tools / Options. Internet addresses and paths to external programs can also be modified here, if necessary. |
Saving and modifying data sheets
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| Data sheets can be printed out, or else saved as a file for further editing (menu function "File > Save As" in the page layout view of the data sheet). |
Simple changing of the quantities specified in the Shopping Basket
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| If you double-click on the article concerned in the Shopping Basket, you will jump directly to the dialog box "Edit order data", and the input field "Quantity"
will already be selected. 
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How do I delete several orders at once?
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| Under Archive Management it is possible to select and delete several entries at once both in the customer database and in the selected archive. To select more than one entry, hold the CTRL key pressed while clicking on the entries with the left-hand mouse button. |
Printing data sheets in landscape format
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The data sheet is always printed with the settings of the default printer.
It is necessary, therefore, to first use the printer setup under Start / Control Panels / Printers to modify the default settings of the printer in accordance with the desired appearance of the data sheets to be printed from CA 01.
If you are working with a network printer, you must possess the corresponding access rights to be able to change the printer settings.
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Hiding the tree structure in the Shopping Basket
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| If your screen is too small to be able to access all the operating elements in the order header, then the list of all orders can be hidden using the button ">" on the left-hand edge if an order has already been selected. |
History of the last 10 products accessed
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| CA 01 remembers the last 10 products accessed and displays this "History" in a list box above the actual product tree. 
By selecting a product from the list, you can jump directly to the product in question.
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Linear or project-oriented creation of Shopping Basket or Order Management processes
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| In CA 01 you can sort processes linearly into offers, orders and templates, or else you can apply your own (complex) structure for project-oriented organisation. |
Linear order structure:
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Complex order structure:
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| With the menu function Tools / Options / Order / option "Complex Structure Order Tree" you can switch between the two display types. The default setting is for a complex order structure. This setting is necessary to be able to import orders which were created with a complex order structure in one of the previous versions of CA 01. |
Updating discounts for existing processes
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| If your purchasing terms change, you can also apply new discounts to existing orders (e.g. order templates). In this case, select the order concerned in the Shopping Basket or under Order Management and then activate the menu function Items / Update Discount. 
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How do I perform a correct admin or network setup?
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The following procedure shows you how to perform an admin setup:
- Switch to the directory "Admin" on the CA 01 CD-ROM and start the program "netsetup.exe".
- Select a destination directory on the server, making sure to observe the 8.3 naming convention.
- You must now decide whether your customer database is to be installed centrally or locally for each computer. The advantages of a central installation are firstly that all clients are able to view the current order status of all processes, and secondly that discount updates only need to be entered once to become immediately available to all the clients.
Click on "Yes" to confirm your choice of a central installation.
- Now specify whether your clients are to be updated automatically. An automatic update is only meaningful if you already have an older or previous version of CA 01 installed on the server.
Note: The dialog box for automatic updating of the clients always appears, even if there is no previous version of CA 01 installed on the server.
To select automatic client updating, click on "Yes".
- The following step is only of interest if you have selecting automatic client updating:
Browse to the installation directory of the PREVIOUS VERSION of CA 01 on the server and click on "OK". The setup program will now automatically add the update information to the Netsetup.ini file of the previous version. This is necessary to enable the clients to be informed of the availability of a new CA 01 version at the next start-up.
It is also possible to specify an "expiry date" for the old version, in order to terminate use of the previous version of CA 01 and to force a client update.
- The actual installation process is now started (the full CA 01 CD-ROM is copied to the server).
To install the catalog on the individual clients, switch to the corresponding directory on the server and start "setup.exe". In the case of an automatic client update, a corresponding message will be displayed and the installation is started.
Important note:
If a previous version of CA 01 is already installed on the server and you wish to perform an automatic client setup, then it is best to perform the admin setup from a client PC, i.e. you insert the CA 01 CD-ROM into your local PC, start
"netsetup.exe" and follow the points described above. This has the advantage that the UNC path (Universal Naming Convention) of the server is guaranteed to be entered correctly in the "netsetup.ini" file of the PREVIOUS VERSION of CA 01 (see
screenshot above). If, instead, you perform the installation directly at the server, it can happen that it is not the UNC path but only the local path (e.g.
F:\CA 01\042001.net\setup\setup.exe) to the server which is entered. This specification then needs to be changed manually before proceeding.
Further general information on network setups and on the "netsetup.ini" file are to be found in the file "net.wri" in the directory "Admin" on the CA 01 CD-ROM. This info file can also be downloaded here.
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VB6-Runtime, Vercheck, OCXReg...
are to be found on the CA 01 CD-ROM in the directory "Addon". |
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