Toshiba Strata Dk Dkquote User Guide
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––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Pricing Menu Customizing DKQuote59 Hiding Obsolete Parts An obsolete part is an older part that has been replaced by other parts and is no longer available from Toshiba. Obsolete Parts Setup enables you to include or hide listings for these parts. If the item is not hidden, it can be selected for use in a configuration from the Existing Parts screen. Changing National Accounts Description and Price National Accounts Installation Setup enables you to change the National Account Installation item description and/or price. You can also hide the item from view during the quote process. If the item is not hidden, it appears on the quote Installation Charges screen when a National Accounts or GSA price schedule is selected for use with the quote.1. Click Pricing from the Main Menu and Obsolete Parts Setup from the drop-down menu. 2. Click in the Hide column, opposite any obsolete part.Item is not displayed on the Existing Parts screen in the quote. 3. Click Save. The changes are saved and the screen closes. 1. Click Pricing from the Main Menu and National Accounts Installation Setup from the drop-down menu. 2. Click in the Hide column, opposite any part.The item is not displayed on the Installation Charges screen when generating a quote. 3. Change any prices you want. 4. Click Save all Changes. The changes are saved and the screen closes. 3137 3138
Pricing Menu––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 60Strata DKQuote 5/99 Dealer Installation Setup The Dealer Installation Setup screen enables you to add, modify, or delete Dealer Installation items. You can also hide an item from view during the quote process. If no installation items are added to this screen, the Installation Selection screen does not display during the quote process. When the Regular Account, Dealer Column account category or one of the Dealer special price schedules (Cat07~Cat10) are selected for use with the quote, added items are displayed on the quote Installation Charges screen. ä To change the dealer installation setup 1. Click Pricing from the Main Menu and Dealer Installation Setup from the drop-down menu. 2. Click Add. 3. Enter the part description and Dealer Cat07~Cat10 price in the pop-up dialog box. 4. Click OK. The information displays on the Dealer Installation Setup screen. ...or highlight the item and click DeleteYou are asked to confirm the deletion, and the item is deleted from the list. 3139 2247
––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Update Menu Customizing DKQuote61 Question File Setup The Question File Setup option enables you to hide any questions from view. If you hide a question, it does not display at any time during the quote process. Where questions are a part of a group of questions (for example, AA01, AA01a, AA01b), only the main question, which is “AA01” in our example, is displayed on this screen. If you hide the main question, all other questions in the group are also hidden during the quote process. ä To change the question file setup Update Menu The Update Menu enables the backup of a customized dealer database, price categories, and company general information to DKQuote Installation Disk #5. Your dealers and sales staff can use the customized disk to generate parts and prices (less hidden parts and questions) after DKQuote is installed. You can also use this option to copy updated information to a blank floppy disk. The updated floppy disk can be used to install up-to-date pricing and parts information on the dealer and sales staff PCs....or click in the Hide column, opposite any item.Item is not displayed on the Installation Charges screen during the quote process. 5. Click Save all Changes. The changes are saved and the screen closes. 1. Click Pricing from the Main Menu and Question File Setup from the drop-down menu. 2. Click in the Hide column, opposite any question that you want hidden.The question does not appear in the quote process. 3. Click Save. The changes are saved and the screen closes. 3140 3141
User Password Level–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 62Strata DKQuote 5/99 ä To backup to the installation disk User Password Level The Setup Menu (shown at right) enables you to setup the user password levels. There are three default levels: ©Level 1 – Master (Administrator) ©Level 2 – Sales ©Level 3 – Technical You can also add, delete, or modify user IDs, names, and passwords. NoteIn DKQuote, only the Level 1 user ID can execute all functions and access all screens. ä To add a user1. Click Update from the Main Menu and Backup to Installation Disk from the drop-down menu. 2. Insert Installation Disk #5 into the floppy-disk drive. 3. Select the drive (A: or B:) that contains Installation Disk #5. 4. Click Start. The files are backed up to Installation Disk #5. 1. Click Setup from the Main Menu and User Password Level from the drop-down menu. 2284 3142 3143
––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––User Password Level Customizing DKQuote63 ä To change user ID, password, or level2. Click Add. 3. Enter the User ID. Alphanumeric characters (up to eight maximum). 4. Enter the User Name.Also appears on “Prepared by” line for the Final Quote Sheet printout. 5. Enter the Password. Alphanumeric characters (up to eight maximum). 6. Enter the Level. A pull-down menu enables you to choose 1~3. 7. Click Close The changes are saved and the screen closes. 1. Click Setup from the Main Menu and User Password Level from the drop-down menu. 2. Click Modify. A pop-up dialog box displays. 3. Change the User ID. Alphanumeric characters (up to eight maximum). 4. Change the User Name. Also appears on “Prepared by” line for the Final Quote Sheet printout. 5. Change the Password. Alphanumeric characters (up to eight maximum). 6. Change the Level. A pull-down menu enables you to choose 1~3. 7. Click Close. The changes are saved and the screen closes. 3144 3145
Customized Splash Screen––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 64Strata DKQuote 5/99 ä To delete a user Customized Splash Screen You can specify your company logo as the log ON screen instead of the Toshiba logo. The logo can be any MS Paint® picture file (.bmp) at a recommended size of 640 x 480 pixels. ä To change the company/system logo1. Click Setup from the Main Menu and User Password Level from the drop-down menu. 2. Highlight the user ID and click Delete.A pop-up dialog box displays asking you to confirm the deletion. 3. Click Close. The changes are saved and the screen closes. 1. Click Setup from the Main Menu and Select Customized Splash Screen from the drop- down menu. 2. Highlight one of the available logos.The file name in the File Name box. 3. Click Select. The change is saved, the screen closes, and the logo appears on the screen at the next log ON. 3145 3146 2279
65Appendix Appendix – Final Quote Printout If you selected All on the Print Quote screen, a quote cover sheet, Selection List, Parts List, Installation Charges List (if applicable), and two pages of PCB Placement Guides are printed. Examples are shown below and in the following pages. Cover Sheet Ê Dealer’s Name 8090 Anywhere Street Anywhere, CA 92714 (714) 832-3434 Prepared By : Mary Smith ËDate : 05/13/97 Sys. Name : DK424 Ê Prepared For : XYZ Company, Inc.ÌQuote No : ExampleÌ Contact : Frank HugoÌQuote Date : 05/06/97 Total Price of Configurated Parts $63,428.00 Total Price of Spare Parts $730.00 Total Price of Add On Parts $0.00 Parts Subtotal (Taxable) $64,158.00 Installation (Refer to next page) $8,300.00 Other Installation Charges $450.00 Database Preparation $200.00 Training$0.00 First Year Warranty $0.00 Maintenance Agreement $0.00 Other Hardware (Taxable) $0.00 Other Software (Taxable) $0.00 Parts Tax at Percentage Rate (8.00) $5,132.64 Labor Tax at Percentage Rate (0.00) $0.00 Total Price of This Quote $78,240.64 ÊEntered in the Company General Information screen. ËEntered in the User Password Record screen. ÌEntered in the Customer Record screen when creating a quote.
Parts List (Quote Number: Example)–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 66Strata DKQuote 5/99 Parts List (Quote Number: Example) *Part Number Qty Chg Price Extension E 10KEY-H DKT 2 $0.00 $0.00 E 10KEY-S DKT 2 $0.00 $0.00 R ACD ANNOUNCER 3 $0.00 $0.00 A BATTERY 2 $0.00 $0.00 DDCB 1 $115.00 $115.00 DK-PCATT 1 $1,200.00 $1,200.00 DKSUB424 1 $555.00 $555.00 E DKSUE280 1 $0.00 $0.00 DKSUE424 4 $545.00 $2,180.00 DKT2004CT 2 $700.00 $1,400.00 DKT2010-H 40 $135.00 $5,400.00 DKT2010-H(W) 40 $135.00 $5,400.00 DKT2010-SD 40 $185.00 $7,400.00 DKT2020-SD 20 $225.00 $4,500.00 I12527 82 $100.00 $8,200.00 I29911 1 $100.00 $100.00 MDFB 2 $40.00 $80.00 NDTU CABLE 3 $75.00 $225.00 PDKU2 19 $365.00 $6,935.00 S PDKU2 2 $365.00 $730.00 PIOU 1 $570.00 $570.00 RATU 1 $585.00 $585.00 RCIS 2 $200.00 $400.00 RCIU2 3 $290.00 $870.00 RCOS 6 $228.00 $1,368.00 RCOU 7 $265.00 $1,855.00 RCTUE3 1 $2,800.00 $2,800.00 RCTUF3 1 $4,900.00 $4,900.00 RDTU 3 $2,875.00 $8,625.00 RKYS4 1 $3,000.00 $3,000.00 RMDS 1 $150.00 $150.00 RPSB1 2 $60.00 $120.00 RRCS-12 1 $630.00 $630.00 RSIS 1 $100.00 $100.00 RSIU 1 $280.00 $280.00 RSTU2 3 $595.00 $1,785.00 R STANDARD TELSET 20 $0.00 $0.00 R X-PROTECTOR LO 4 $0.00 $0.00 Total Parts:$64,158.00 S = Spare or Additional Parts A = Optional Add-on Parts, not supplied by Toshiba E = Existing and.or Special Priced Parts R = Required Add-on Parts, not supplied by Toshiba
–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Installation Charges 67Appendix Installation Charges PCB Placement Guide Installation Description Qty Price Extension Cable Runs 82 $100.00 $8,200.00 External Paging System 1 $100.00 $100.00 Installation Charges:$8,300.00 Cabinet 1 (Type: DK424*) R11 RCTU S11 S12 S13 S14 S15 S16 PCB TypeRCTUE3 RCTUF3 RSIU PDKU2 PDKU2 PDKU2 RCOU RCOU Port Nos.000 - 007 008 - 015 016 - 023 Line Nos.001 - 008 009 - 016 Option/NoteRRCS-12 Table 3 DDCB RCOS RCOS Cabinet 2 (Type: DK280*)S21 S22 S23 S24 S25 S26 S27 **S28** PCB TypeRCOU PDKU2 PDKU2 PDKU2 RCOU RCOU XXXXX XXXXX Port Nos.024 - 031 032 - 039 040 - 047 Line Nos.017 - 024 025 - 032 033 - 040 Option/NoteRCOS RCOS RCOS Cabinet 3 (Type: DK424*)S31 S32 S33 S34 S35 S36 S37 **S38** PCB TypeRCOU PDKU2 PDKU2 PDKU2 RCOU PDKU2 PDKU2 PDKU2 Port Nos.048 - 055 056 - 063 064 - 071 072 - 079 080 - 087 088 - 095 Line Nos.041 - 048 049 - 052 Option/NoteRCOS Cabinet 4 (Type: DK424*)S41 S42 S43 S44 S45 S46 S47 **S48** PCB TypePDKU2 PDKU2 PDKU2 PDKU2 PDKU2 PDKU2 RDTU Vacant Port Nos.096 - 103 104 - 111 112 - 119 120 - 127 128 - 135 136 - 143 144 - 167 Line Nos.053 - 076 Option/Note24-D Cabinet 5 (Type: DK424*)S51 S52 S53 S54 S55 S56 S57 **S58** PCB TypePDKU2 RSTU2 RSTU2 RSTU2 RATU Spare RDTU Vacant Port Nos.168 - 175 176 - 183 184 - 191 192 - 199 200 - 203 204 - 227 Line Nos.077 - 100 Option/Note24-D Cabinet 6 (Type: DK424*)S61 S62 S63 S64 S65 S66 S67 **S68** PCB TypeSpare Spare RCIU2 RCIU2 RCIU2 PIOU RDTU Vacant Port Nos.228 - 299 Line Nos.001 * 008 009 * 016 017 * 020 021- 044 Option/NoteRCIS RCIS Table 3 24-D Cabinet 7 (Type: NR*)S71 S72 S73 S74 S75 S76 S77 **S78** PCB Type Port Nos. Line Nos. * Type = DK280, DK424, or NR (not required) ** Cabinets 2-7: Last two slots are available on the DK424 using RCTUE/F processor with MBJU removed. *** EOCU/AMP/HDSB Notes lCheck Worksheet 5 - System Power Factor Check in the DK424 Configuration section of the Strata DK I/M Manual. lMaximum Digital Telephone per Cabinet = 62. lMaximum Digital Telephone with RPCI per Cabinet = 40.
PCB Placement Guide––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 68Strata DKQuote 5/99 lRefer to Ta b l e 1 and 2 on the following page for Designated Speaker OCA, DIU, RPCI and T1 slots. lDK424 requires PDKU2 PCBs that support Speaker Off-Hook-Call-Announce (OCA) and PDIU-DS/RPCI-DI data applications be placed in the designated slots shown in Ta b l e 1 and 2 on the following page. Handset OCA and RPCI- DI TAPI applications can operate in any slot. lRDTU PCBs must be placed in designated slots per Ta b l e 1 and 2 on the following page, the next higher slot adjacent to the RDTU must be vacant to enable channels 17~24 to operate. lAlways calculate the system power factor using the DK424 configuration worksheets when installing older electronic telephones or RPCI-DI interface units. See the Strata DK I/M Manual, DK424 Configuration section for Power Factor Worksheets. Worksheets. Table 2 Interface Port Assignments RSIU RSIS RMDS PIOU PIOUS IMDU RSSU SMDRS66 SMISS11 S11 SMDIS66 DKADMINS11 S11 OAIS11 Table 1 DK424 Base with RCTUE/F with MBJU Removed CabinetPDKU2 Data & Speaker OCA SlotsRPTU or RDTU Vacant = XX/YY* Cab1 = DK424 11, 12, 13, 14, 15, 1613*/14** 15*/ 16** Cab2 = DK280 21, 22, 23, 24, 25, 2621*/22** 23*/ 24** 25*/26** Cab2 = DK424 21, 22, 23, 24 21*/22** 23*/ 24** Cab3 = DK280 31, 32 31*/32** Cab3 = DK424 31, 32, 37, 38 31*/32** 37*/ 38** Cab4 = DK280 41, 42 41*/42** Cab4 = DK424 41, 42, 47, 48 41*/42** 47*/ 48** Cab5 = DK280 61, 62 51*/52** Cab5 = DK424 51, 52, 57 58 51*/52** 57*/ 58** Cab6 = DK280 61, 62 61*/62** Cab6 = DK424 61, 62, 67, 68 61*/62** 67*/ 68** Cab7 = DK280 Cannot be 7th Cabinet Cab7 = DK424 no Data & Speaker OCAnone * RDTU or RPTU can only be installed in XX; Slot YY must be vacant if RPTU or RDTU is installed and if channels 17-24 are operational. ** Vacant Slot Table 2 DK424 Base Cabinet with RCTUA, BA/BB, C/D with MBJU or DK280 Base with RCTUA, BA/BB, C/D, or E/F CabinetPDKU2 Data & Speaker OCA SlotsRPTU or RDTU Slots Cab1 = DK280 or DK42411, 12, 13, 14, 15, 1613*/14** 15*/ 16** Cab2 = DK280 or DK42421, 22, 23, 24, 25, 2621*/22** 23*/ 24** 25*/26** Cab3 = DK280 or DK42431, 32 31*/32** Cab4 = DK280 or DK42441, 42 41*/42** Cab5 = DK280 or DK42451, 52 51*/52** Cab6 = DK280 or DK42461, 62 61*/62**