Zip Code Profiles

Program #: 1718

Module: System Administration

Overview

Use Zip Code Profiles (program #1718) to define specific zip codes and attach them to the correct:

City
State
County
Tax profile
Response agency

Menus of Zip Codes appear in Marketing Basics, Marketing New, Data Entry Basics, and Billing Account windows.

When you enter new customer information and select a zip code, SBN uses the fields defined in the Zip Code Profile to create defaults for the account. When you change the zip code in an existing account, only the fields with information defined in the zip code profile override the current information.

Use option ba239 to turn off the default of the State field in conjunction with the zip code. To access this program, select Zip Code Profiles (program #1718) from the main menu of SBN.

Use option ba376 to enable the zip code fields to handle a maximum of 30 characters. Without the option on, the maximum number of characters allowed is 10.

The Zip Code Profiles Window

The Zip Code Profiles window contains three panes:

The Search pane (upper) contains fields for selecting search parameters.
The List pane (lower left) displays search results.
The Details pane (lower right) displays details of a selected zip code profile.

The following graphic shows Zip Code Profiles as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Zip Code Profiles.

Field/Column	Description
Zip Range
Zip - From (No label)	You may type a range of zip codes to display; type the beginning zip code of the range.
Zip - To (No label)	You may type a range of zip codes to display; type the ending zip code of the range.
Branch	You may select a branch to limit the search.
City	You may select a city to limit the search. O If you select a city with a broad range of zip codes (for example, 0000 - 9999), SBN returns all zip codes with the selected City name.
Dealer	You may search for a zip code by the ID of the dealer associated with that zip code. (This menu originates from program #1537.)
Zip Code	Zip code of up to 10 characters.
State	Select a state to associate with the zip code. (This menu originates from program #1510.)
TimeZone	Select a time zone to associate with the zip code. (This menu originates from menu #1739.)
City	Type name of city to associate with the zip code.
County	Type the name of the county to associate with the zip code.
Phone	Type the phone prefix to associate with the zip code.
Sales Branch	Select a sales branch to associate with the zip code. (This menu originates from program #1530.)
(Sales) Region	Select a sales region (sub-group of the sales branch). (This menu originates from program #1530.)
Tax Profile	Select the tax profile to associate with the zip code. (This menu originates from program #1514.) O When a user types a zip code in the New Inquiry window of Marketing (program #559), the Tax Profile field in that window defaults to the tax profile associated with that zip code.
Service Branch	Select a service branch to associate with the zip code. (This menu originates from program #1530.)
(Service) Region	Select a service region (sub-group of the service branch). (This menu originates from program #1530.)
Search Mask	Select the check box if you want to indicate that the zip code is a mask for a range of zip codes. O You can use standard wildcards to create a range.
Patrol Branch	Select a patrol branch. (This menu originates from program #1530.)
(Patrol) Region	Select a patrol region (sub-group of the patrol branch). (This menu originates from program #1530.)
Branch 1	Select the installation branch number. (This menu originates from program #1530.)
Branch 2	Secondary installation branch number. (This menu originates from program #1530.) Note: When a zip code contains two defined installation branches, the drop-down list in Data Entry (program #559) shows two entries to represent both branches.
Dealer	You may select a dealer to associate with a zip code. (This menu originates from program #1537.)
Default Sales	Select a Sales ID for the default sales person when using the zip code in Marketing. (This menu originates from program #1811.)
Customer Type	Select a customer type to associate with the zip code. (This menu originates from program #1534.)
Comments	Text area for any comments.
Service Branch 2	Secondary service branch to associate with the zip code. (This menu originates from program #1530.)
Region	Default region based upon the zip code field.
Mon Br	Select the Monitor Branch. (This menu originates from program #1530.) If the zip code is assigned to the installation, the Mon Br dropdown selection copies over to the Data Entry Master and Basics (Program # 559) mon br field. If the Mon Br dropdown remains blank, then the pre-assigned Mon Br field data within the installation does not change.

Searching for a Zip Code Profile

In order to view or change a zip code profile, you must first search that profile.

Use the following steps to search for a zip code profile:

1. In Zip Code Profiles (program #1718), type a range of zip codes.

2. You may narrow the search results by selecting a branch or a city.

3. Choose Search.

â€° SBN displays the search results in the List pane.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel

Zip Code Profiles contains a sublevel in which you can associate agencies with a zip code profile.

The Zip Codes Details Tab

The Zip Code Details tab appears below the main window of Zip Code Profiles.

Field/Column Descriptions

The following table describes the fields and columns used in the Zip Code Details tab.

Field/Column	Description
Agency	Abbreviation that identifies the selected agency. You may either select a defined agency from the menu or type an agency abbreviation. Note: The agency type appears in the drop-down list. Agency types are: Police - 21 Fire - 22 Medical - 23 Patrol - 24 Agency6 - 26 Agency7 - 27 Agency8 - 28 Agency9 - 29
Priority	If you leave this field blank, it defaults with a 1. Note: When option tm006 is on, all agencies with priority 1 appear in the default action plan when creating an installation from Marketing.
Description	Text description of the selected agency. SBN fills this field based on the agency you select.

Note: If you type an agency code that is defined for more than one type of agency - for example, patrol and medical - SBN tells you to select the agency from the menu. SBN fills the Description field based on the agency you select.

Function Button Descriptions

The following table displays the buttons, describes the short-cut keys, actions and functionality.

Button	Name	Short Cut Key	Action	Description
	Get	ALT+F1	1718/ 1	Get record.
	Change	F2	1718/ 2	Change selected record.
	New	F3	1718/ 3	Create new record.
	Delete	SHIFT+F10	1718/ 4	Delete selected record.
	Print	CTRL+F8	1718/ 6	Print selected records.
	Zoom	F10	1718/ 999	Zoom in/out of sublevel.
	Tear	F7	1718/ 999	Display selected zip code details.
	Previous	F4	1718/ 999	Select last record.
	Next	F5	1718/ 999	Select next record.