Customers: Set up tables

To derive the most benefit from the iMIS Customer Management system, you need to customize it to meet the unique requirements of your organization. A large part of the iMIS Customer system is customized through its system tables, which support customer data entry and processing. Once built, these tables supply pertinent information to iMIS about your organization's processing requirements. These tables fill the following important roles:

■    Data validation - Most of the tables verify specific data elements during data entry. For all fields or data elements for which a supporting table exists, iMIS performs a look-up and refuses any codes not found in the table.

■    Clarification - Most tables provide full descriptions of the codes to which they correspond, which display on windows and print on reports.

■    Processing controls - Some tables have characteristics that guide or alter iMIS's processing, let you activate features under a certain set of circumstances, or help you establish data organization and hierarchy.

■    Typing shortcuts - To keep keystrokes to a minimum, some tables enable expansion that replaces codes with expanded text.

iMIS's tables are powerful and important elements of your customized system. Building these table entries in line with your processing needs is an important prerequisite to beginning live operations with customer data.