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Series 5 Systems Management - User Help

1. Trial Balance Preview Report File View Help G Order by Account Order by Profit Center Order by Description Order by Type Order by F S Code 1 Order by F S Code 2 Order by F S Code 3 EN Order by F S Code 4 Order by F S Code 5 Order by F S Code 6 Order by 5 5 Code 1 Order by 5 5 Code 2 Order by 5 5 Code 3 Order by 5 5 Code 4 Order by 5 5 Code 5 Order by 5 5 Code 6 Build Acco G L Trial Balance Inquiry Report or Fin Stmnt Code 4 Fin Stmnt Code 5 Fin Stmnt Code 6 Sup Sched Code 1 Sup Sched Code 2 Sup Sched Code 3 Sup Sched Code 4 4 Sup Sched Code 5 004 0400 040 011 0518 100 JT 2 UI 043 4010 040 Trial Balance Totals Opening Balance Total Debits Gi for 408 Accounts Total Credits 42 128 pe ee Items listed by G L Account H Fast Button Frame Tasks Push Buttons In all the grid based screen functions the major operations that could be performed are displayed as Push Buttons in a brightly colored frame This is referred to as the Fast Button Frame 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface 35 W P I Invoice Processing Invoice Generation These are the Invoices that have been generated but not yet posted to A R You may choose to view those generated by yourself or for the system as a whole Print Proofs Print Post Finals Paytech Reconcile Post to A R Pr
2. V Save to C Users Larry Documents SHSI PCA Save as Ms WORD Printed D To Captured Printer Browse CanonPortrat Se hp Laserdet 1300 PCL 6 Report Header User Note A list codes for Rembrandt This text will appear at the top of the 1st page and may be used so you can personalize your report Ss 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 83 Selecting Report Generation Options Normally the Print Options screen will be presented with all fields defaulted for typical report handling However you may want to revise how and where the report is to be generated The following steps may be taken 1 Determine where the generated report is to be directed Click the appropriate check box You may choose one or more from the following Output is displayed to ess screen using the Screen Browser Series 5 Report Browser s7 Output is saved as an Archived report may be viewed and reprinted using the Archived to Report Manager Series 5 Report Manager s i It will remain on the system until purged Output will be directed to the selected Series 5 Printer Queue This may be any printer that has been defined on your network When selecting to output to a Print Queue Printer Queue you may select to have up to 9 copies printed as long as that feature is supported by your operating system and printer Saved to Disk as an MS Word The
3. s Payal General Ledger bles in 7 1 1 Printer Queue Maintenance The Series 5 systems provides for the capability to define an unlimited number of Printer Queues that can be accessed from the various applications Each Print Queue has it s own set of properties You can associate a Print Queue to a specific network printer or set it up so the operator can select the printer You can also have more than one Print Queue that prints to a single printer each having their own margins and fonts etc This menu function lets you define these Printer Queues Some of the properties you can set include the following e Assignment to a Windows or network printer e Margins Lines per Inch and Lines per Page Fonts Embedded Graphics Embedded printer controls K Processing Note The Printer Queue Code thatis assigned to each Printer Queue must have been defined in the Series 5 system s Configuration file See the topic Configuration Variables 144 under System Operational Variables in the Appendix for an example of a Printer Queue 2007 2014 by Sentinel Hill Software all rights reserved wm Series 5 Systems Management User Help ez The Printer Queue Maintenance Grid Screen The Printer Queues are managed with the following grid based screen Printer Queue Maintenance Manage the Printer Queues Select to modify or delete or add a new Series V Print Queue You may also generate a report isting
4. Summary of Fixes and Enhancements e For each application a detailed history of the changes that have been made is available from our website at Series 5 Fixes and Enhancements Getting a printed user manual You can download formatted PDF versions of the documentation for each application from our website with the following links i Accounts Payable i Miscellaneous Invoicing amp Accounts Receivable 1 Fixed Assets 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help V i Customer Order Processing Web Access Management i Inventory Management i Series 5 Systems Manager i Purchase Order Processing 1 Professional Invoicing 2007 2014 by Sentinel Hill Software all rights reserved 3 1 32 Series 5 Systems Management User Help The Basic User Interface Throughout the Series 5 system applications there are a number of basic common types of screens to provide a consistent operation These are discussed in this chapter and it s related sub topics Basic User Interface gt Grid Processing Screens z gt Code Lookup Screens 441 gt Date Lookup Screen 43 gt Date Range Lookup Screen s i Grid Processing Screens The Series 5 applications have been developed around the concept that the operator should be able to navigate easily through the master codes data sets or batches of transactions that are being worked with To accomplish th
5. Temporary Data Files Folder Name X 70 The Temporary Files Folder Name is used to specify the pathname to the directory where all temporary work data files for this Company Data System are to be created Subfolders named import private spio and temp will automatically be created within the directory that is specified It is provided so you can separate the temporary files from your permanent ones The directory MUST exist before you define it here You can click on the Browse push button to navigate to the desired folder to have it selected You may click on the Browse button to locate the desired directory Only those folders which are descendants of the root directory of that which is defined by the entry field can be displayed So if you wish to choose a folder on your C drive enter CA in the entry field before clicking the Browse button Setting the entry field blank or to a path that does not have a drive letter designation would result in only being able to browse descendants of the user s default working directory Archived and Saved As Reports Folder Name X 70 The Report Path is used to specify the pathname to the directory where all report files for this Company Data System are to be created Subfolders named arch docs and text will automatically be created within the directory that is specified It is provided so you can separate your archived and saved report files from your permanent ones The directory MUST exist before
6. These functions are available from the Series 5 Main Menu as indicated Se Systems Management sub menu gt Define Broadcast Messages 123 gt Disable Users from Logging Inf gt Force Users to Log Off ss 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 133 Printer Queues Capture Windows Printers tinel H Company Systems Al 08 2 System Control Options System User Functions User Logon Profiles User Signon Audi Define Broadcast Messages Disable Users From Loggin Force Users to Log Off Pro Customize Ma Enu Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence OVS SCH F General Ledger 7 5 1 Define Broadcast Messages The Series 5 system provides for messages to broadcast to all users Three messages can be set up 1 A message is displayed when users sign on to the system 2 A message is displayed when users log out of the system 3 A message can be sent advising all users of some sort of emergency Series 5 Broadcast Messages Properties Screen Define the messages that will be shown with the following screen 2007 2014 by Sentinel Hill Software all rights reserved 134 Series 5 Systems Management User Help Series V Broadcast Messages Maintenance Enter the text for the message that is to be displayed to all users When Logging in to the Acco
7. Company Systems Ae System Control Options System User Functions a E Inquiry Fiscal Years Periods G L Control Preferences My Scheduled TZI wa M USER f fi JONES KEN E KLM404 LARRY SHSI4 LARRY STIG TONYB a D File 29 Trx Inquiry 2 Operations DI Reports A R Aging Report Historic Aging Report Purged Open Items Repo ee Worksbeet M head e Expand the tree under the item s that you wish to assign access rights to Double click any of the items and the Access Properties screen will be displayed in the right hand side of the screen Assign the desired access rights and click the OK push button When Enabling users access to each application make sure that the 1st user added to a given application has either Full Access to All Menu Selections or has Full Access Rights to the User Access privileges menu item found under the Control Options menu set Processing Warning 7 Repeat this process for each application to be set up for the new company For the General Ledger Systems that have multiple G L Companies you must set up a given user in each G L Company that they are allowed access so Series 5 Systems Management User Help General Access Full Access to All Menu Selections ee Print pi ze ber Ly User Elfi 2 Control Op
8. 172 Series 5 Systems Management User Help Setting Up Environment Variables on Windows 7 or VISTA There is only one environment variable that may need to be established This is used to define the user s logon code so the Series 5 logon screen will have the users code already displayed 1 Click on the Windows system Start button then right click Computer From the pop up menu click Properties 2 Click the WOME T Sci Siaullaless in the left side Task list Then click on the Environment Variables push button at the bottom of the window 3 Click the New button and add the following variable SHSI_USER_NAME Variable Name Example Values SHSI LARRY or KLENKDO Setting up Microsoft Word Templates on Windows 7 or VISTA The Series 5 applications offer the option to generate reports and forms as Microsoft Word documents For specific types of forms such as P I and O P Invoices or A R Statements when output each file can have an MS Word Template applied These templates can provide headers and footers with graphics and can set up other formatting properties For any user that might be generating these Word documents they must have the dotx template file installed on their PC in their C Users lt PC UserName gt AppData Roaming Microsoft Templates directory K Word Template dotx files For users that generate Word document forms if templates are used they must be installed on each users PC If using Office
9. Adding Company Systems The following steps are taken to add more Companies to your Series 5 system 1 Have your Systems Manager or Network Manager decide on which directory or folder the data files for the new company are to be stored and create it with the appropriate access rights 2 From the Main Menu s menu bar s click System Maintenance then from the drop down menu click Company Systems to execute the Company System s Maintenancel el routine Then click the New button in the Fast Buttons frame agust 13 2 System Control Options System User Functions cs od wo 3 On the Company Name tab screen 103 enter the code and the name and address 4 On the Data Folders tab screenl enter the EE directory paths to where the files are stored If VE hy es using Acuserver enter the remote name __ Gtavenane dete D ca ety notation as indicated otherwise you can browse to the folder to select it Note that all required sub directories will be created by the system 5 On the Printers tab screen if you want to specify that only certain Printer Queues are to 2007 2014 by Sentinel Hill Software all rights reserved ER Series 5 Systems Management User Help be used select them otherwise just leave it as is and click the Next button 6 On the G L Account Format tab screen a enter or select the definition of the G L Account number After clicking the Finish button this Com
10. main menu under the System Maintenance drop down sub menu Refer to the Systems Management Help if required If chosen to save the report to a disk file you may also select to have an email sent with the generated disk file as an attachment Set the check mark to have the report emailed Report Header User Note X 100 If you need to personalize the report the text you enter here will be printed at the top of the 1st page 6 2 2 Report Browser When selected to direct a report output to the Screen Browser or from the Reports Manager you have selected a particular report the Series 5 Report Browser screen window will be shown 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help pm Report Browser Report ARACOUNT LST Page lof 12 Search for el lol el Go To Page 1 BIBI Click for the Prior or Next Enter a string to be C page to be displayed searched for then click r the binoculars 661 6116 646 CHASE BANK GENERA 661 6266 646 UISA Paymentech Clearing 003 0100 9040 ACCOUNTS RECEIVABLE 664 6166 646 UNBILLED REVENUE 004 0400 0406 INVOICED REVENUE CONTROL 664 9 666 646 INVOICED REV ADJ CLEARING 665 6166 646 UNBILLED REIMBURSABLE EXPENSES 611 6657 666 ALL FIRST BANK DFS 611 6666 626 FIRST UNION BANK DR 611 6661 666 FIRST UNION BANK DFS 611 6696 646 611 6698 646 DEPOSITS iLien 611 6762 646 CHASE HOUSTON COUNTY SEARCH 611 2626 66
11. 0 bytes 4 My Computer Setting Up Environment Variables There is only one environment variable that may need to be established This is used to define the user s logon code so the Series 5 logon screen will have the users code already displayed 1 Click on the Windows system Start button then right click My Computer From the pop up menu click Properties 2 Click the Advanced tab Then click on the Environment Variables push button at the bottom of the window 3 At the top of the displayed window click the New button and add the following variable pf 2007 2014 by Sentinel Hill Software all rights reserved SHSI_USER_NAME Variable Name Example Values SHSBK LARRY or KLENKDO Allowing for Series 5 to Access HTML Help over the Network The Series 5 applications provide on line Help capability There are a number of HTML help files that are provided and in assorted functions Help can be invoked These help files will typically reside on your server in the XX s5 bin help directory K Thin Client Users For thin client users the Help files must reside on either the client PC or a designated Windows server The Help files cannot be accessed if stored on the UNIX server There is however a minor problem It turns out that due to a potential security problem recent updates to Windows XP and VISTA has disallowed users from accessing help files that are stored on network PCs There
12. 2 Enter your User Code and Password If setup by your Systems manager the Username Code will default to that defined by the SHSLUSER_NAME DOS Environment Variable Bese Ss SHSI Series Accounting Systems Username Password Copyright c 2001 2010 SENTINEL HILL SOFTWARE INC For support dial 800 663 8354 e You must enter the correct password to get into the system e You will have five attempts at entering the correct Username and Password combination e Your Systems Manager may have established the rule that passwords must be renewed at some interval of time e every 3 months If this is the case the system will warn you 21 days ahead of time that you will need to change the password If it has expired you will have to contact 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help your System Administrator or your Gatekeeper to set up a new password for you 3 If you have defined more that one Company System select the company to be worked with Haten E Code Sentinel Hill Software Inc Defining a New Password On occasion you may be required to define a new password You can have your Systems Manager or the designated Gate Keeper assign you a new password or you can do that yourself 1 From the Main Menu s menu bar click on My Own Setup and from the drop down menu click on Change My Pa
13. 2003 these files have an dot extension If using Office 2007 or Office 2010 the have a dotx extension You may wish to define templates for the following output forms The Configuration Variable is used to define the properties to assign to the MS Word document generated These include orientation font fontsize and the actual name of the template file to be used See the section on Configuration Variables 4 in the Appendix Application or Form Configuration Variable 2007 2014 by Sentinel Hill Software all rights reserved MSWORD DEFAULT a Any report saved as an MS Word document SPECS P I Invoices generated and from the E Request MSWORD PI INV SPECS Server P I E Request Server generated Recap Reports EE SPECS A P Checks MSWORD AP CHECKS SPECS Statements generated for Dunning Letters MSWORD DUNSTM SPECS MSWORD AR STMT A R Customer PCA Canadian Customer MSWORD AR CD STMT Statements SPECS Custom PCA US Customer Statements MSWORD AR US STMT SPECS 2007 2014 by Sentinel Hill Software all rights reserved 174 Series 5 Systems Management User Help Index A about Series 5 menu screens acknowledgements 143 copyright notice 143 file folder definitions 143 licensing screen 143 access monitoring utility clearing widow records 140 who is using the system right now 95 application data files determining file sizes 42 how many records ina file 42 Series 5 control data filenames 147 B
14. 3 Import Export Functions The import and export function has been enhanced to provide support for Office 2007 EXCEL utility Now when presented with the import export options screen the operator may select to load from or output to either an Excel 2007 Workbook or an Excel 97 2003 Workbook The system will automatically append either the XLSX or the XLS extension and read or write the spreadsheet using the correct file format For users that have Office 2007 installed the default File Type will be the Excel 2007 Workbook but they may choose either Excel format For users that do not have Office 2007 installed the default File Type will be the Excel 97 2003 Workbook and they will not be able to choose Excel 2007 May 03 2010 3 Import Export Functions When the import export screen is presented and a particular directory and file is selected for processing if the operator clicks on the Back push button to go back and change an option of prior screens upon re displaying the import export screen the originally selected file directory was being reset to the program s default This problem has been fixed Mar 24 2010 Generating Sub Documents as MS Word or PDF Files The Series 5 printing routines had the ability to generate a sub document as an MS Word document A sub document might be a single Invoice or Customer Statement generated with a unique filename This functionality has been enhanced to have the sub document generate
15. 5 executes it will automatically re queue itself to Daily Mon Fri execute Note that any date parameters or Eve Dar of the Sock filters associated to the application will automatically be updated based on the given interval chosen Bean 2007 2014 by Sentinel Hill Software all rights reserved Batch Job Management Accessing the S M Batch J ob Manager SHSI Series V General Ledger sl Trx Inquiry Operations Financial Stat G L Company Reselect Reports Manager Batch Job Management 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 71 Ooo T The Batch Job Manager is available to each of the Series 5 applications Whenever an application s function is queued to be executed by the Batch processor an entry is recorded in the Batch Job file The Batch Manager allows you to view the status of the job put it on Hold have it re queued or even delete it From either the S M Main menu or any application select Batch Job Processing from the File drop down menu Series 5 Systems Management User Help Batch J ob Queue Manager Grid Screen Maintenance and monitoring of the Batch Jobs is done with a Series 5 grid screen T Batch Queue Job Maintenance Manage Your Batch Jobs Modify or Hold jobs or view their Execution Log and or Parameter files Jobs are displayed in the order As due to be executed aslo
16. Access Code and the company name and address The name will appear at the top of your application screens and any reports that are generated Access Code Company Name Rembrandt s House of Biscuits Address 463 Gordon Place Field Definitions ronn m This is the code that will be used to access this Company System This code will be displayed in the list box when the Series 5 main menu is launched Company Name X 50 This is the name of the company It will be displayed in a frame at the top of the the Series 5 main menu and each application s menu screen It is also printed at the top of all reports that are generated ms sang 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions m This is the company s address When an address is printed this will be it 7 2 1 2 Data Folders Tab Screen Company Systems Data Folders Properties Screen Define the locations of the accounting data files that are used for the company 2007 2014 by Sentinel Hill Software all rights reserved 112 Series 5 Systems Management User Help Company Systems Maintenance Company System UCC Modify the Properties of Company Name Data Folders Printers GL Account Format Enter the full directory path to the folder where the data files associated to this company are to be stored All appropriate directories will be created for you Paths may contain Acuser
17. Applications presented on the Main Menu are managed with the following grid based screen ltems are displayed in each of 3 rows corresponding to the order that they are displayed in the grid screen 2007 2014 by Sentinel Hill Software all rights reserved 138 Series 5 Systems Management User Help Customize MainMenu Maintenance Customize your MainMenu You can customize the selections that will be available on your Main Menu Change the order the description and include only those applicable You can even specify your own Clear tem Move up Luss Down 3 H Buttons New Add anew or eT Modify the Menu Item SE highlighted in the grid Customer amp Order Processing Accounts amp Receivable PCA amp Cement Shipments Clear or delete the Menu Item highlighted Paid amp Time Off Control in the grid amp UPS USPS Chargebacks amp General Ledger Shift the highlighted Menu Item up one row in the grid Move Shift the highlighted Down Menu Item down one row in the grid ez Main Menu Item Properties Screen The properties for each standard Series 5 application menu item is defined with the following screen Add Edit Main Menu Selection Item Enter the menu description and program name for the Application to be called Menu Description Ier ZE H Ae System Type Series V System User Developed Series System Professional Invoicing Progr
18. Ein eaa eaa aa AAAA aa Pa TA EAEan AAE AENEAS 149 3 Runtime Error Code S aeaa aa a aa e aA aeea mee a aa e aa Arae ier ENEE 160 Application Error Codes cccccesssssessessessessesseeneesessesseeseeseesoeseesaesnesaesaesaesaessessouseesaussevaeusevaneaneanenaesnesaesaneans 161 Microsoft Utility Errors uo cc ccstsseseseeeseeseessessesseeseeseesoesaesaesaevaevaesoneseeseesaesaesaeseesoeseesaesaesaevaevanvanesnennesnesaesaneane 163 Frequently Asked QUeSTIONS 0 ccceeeeceeeee ence ence ee eeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeseeeseeesseeeeeeseeneeeess 163 Setting Up a New Users PC WorkStation cccccceeeseeeeeeeseeeeeeseeeeeeeseeeeeeeseeeeeenseeeeeeeseeneees 163 Index 174 2007 2014 by Sentinel Hill Software all rights reserved Welcome to Series 5 Systems Management 1 Welcome to Series 5 Systems Management The Series 5 Systems Management functions provides the basic management of all the Financial Applications available from Sentinel Hill Software Inc It provides for setting up the data structure for companies for which accounting is being kept defines User Logon rights defines Printer Queues and activates the Series 5 system as a whole The Systems Management functions are accessed from the the Series 5 main menu screen Initially however there is one function that must be be launched directly on i s own Also only selected users will be permitted access to these menu items This help is designed both as
19. It is the intent of these feature to provide tight controls with respect to the access of the different applications and to provide a logging mechanism The following options are provided e Specify that Users passwords must be updated after a specified number of days e Specify that a User s Access rights will be disabled if they fail to correctly logon after a given number of attempts e As an option User Menu Access Logging be activated e As an option automatically log on using the Username used to log on to Windows e Designate a specific user as a Gate Keeper This user will be the ONLY person that can issue access rights to users of the Series 5 applications Although this user will not have access to any other menu items in any of the Series 5 applications 2007 2014 by Sentinel Hill Software all rights reserved 120 Series 5 Systems Management User Help K Important Security Note If you intend on specifying a Gate Keeper keep in mind that you must have in place at least one user that has full System Management Access The Gate Keeper cannot add or modify Logon Users to the system They can only provide access rights to each application to Logon Users that are already established Thus you still need a Super User Logon User that can add or update Logon Users Keep in mind that this Super User will have access to any of the Series 5 systems only if the Gate Keeper issues it Series 5 General System Set
20. Output to disk as an MS Word document and ORD have Archived WO ORD2003 Output to disk as an MS Word 2003 document PRINT amp WOR Output to disk as an MS Word 2003 D2003 document and to the selected Printer ARCHIVE amp W Output to disk as an MS Word 2003 ORD2003 document and have Archived WO ORD2007 Output to disk as an MS Word 2003 document PRINT amp WOR Output to disk as an MS Word 2003 D2007 document and to the selected Printer ARCHIVE amp W Output to disk as an MS Word 2003 ORD2007 document and have Archived PDFDISK Output to disk as a PDF document PRINT amp PDF Output to disk as a PDF document and to the selected Printer Queue ARCHIVE amp PD Output to disk as a PDF document and have F Archived 2007 2014 by Sentinel Hill Software all rights reserved Appendix lt my queue Print Queue used for O P Invoices ccc xxx PACKSLIPS Q ccc xxx PICKS Q ccc xxx QPICKS Q ccc AP CHECK Q ccc AR STATEMENT Q ccc P LINVOICE Q lt my queue Print Queue used for PI Invoices RECREATE PRINT amp W ORD ccc P INV REPRINT lt my queue Print Queue used for PI Reprinted Invoices Q name gt 2007 2014 by Sentinel Hill Software all rights reserved 156 Series 5 Systems Management User Help RECREATE ARCHIVE amp ccc QI INV REPRINT FMnnn DESC For Dual Report Print Form nnn The description of the Page form displayed on the print options screen Dunn
21. Software Defines the Invoice Layout Generation Type and Development Descriptive text printed on P I Invoices for charges that are sub totalled by their WIP Consolidation Flag when set to N where N 1 1 2 3 or 4 Used to determine how E Requests are handled by the Web Management system gt 1 Use AcuConnect on a remote server gt 2 Use AcuConnect initiated from the E Request Server program running on the PC gt 3 Don t use AcuConnect at all Process requests directly from the E Request Server program on the PC gt 4 Use AcuConnect only for requests that don t generate MS Word or Excel documents The Series 5 applications are controlled using a number of system files These files are stored SHSI_CTRL_PATH in the directory path defined here SHSI_JOBQ_PATH When functions are set up to be executed in the Background or Night Job Processor information about the job is stored in a file that is written in the directory path defined here SHSL REMOTE BRANCH10 If entering AP Transactions in a remote branch where the Batch file is to be transmitted to head office this is the 8 character branch code embedded in the A P Batch s created by field SORT_DIR c windows The directory path in which temporary sort files temp are created used by the system On FAT systems this path should be on the users PC 2007 2014 by Sentinel Hill Software all rights reserved lines Series 5 Systems Management
22. System Maintenance for the drop down sub menu They are divided into types of functions Each section following describes each set of common types of functions Le Systems Management Functions gt Printers and Printer Queues o gt Company Systems Maintenancel ion gt System and User Logon Profile Properties s gt Signon Audit Inquiry Function el gt Logon Broadcasting Messages and Control s21 gt Initialization and Setup Functions raa Printer Queues and Captured Printers The topics in this chapter describe functions to manage the Series 5 Printer Queues and establish links to any Windows based network printers The Printer Management functions are available to users that have Full or Restricted Systems Management access These functions are available from the Series 5 Main Menu as indicated Le Systems Management sub menu gt Printer Queue Maintenancel 9s gt Captured Windows Printers tol 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 99 Setup DET Help Printer Queues z Capture Windows Printers tinel H e qust 08 System Control Options System User Functions User Logon Profiles User Signon Audit Inquiry Define Broadcast Messages Disable Users from Laggin Force Users to Log Off Oe Cus e Pro Customize Main Menu Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence AE
23. The user on this PC may have occasion to import or export data to from any of the Series 5 applications or they may wish to generate a report as an MS Word document The system is designed to default the directory path for these functions to a particular directory in the users My Documents folder You need to create the applicable folders 1 Using Windows Explorer position to the users designated My Documents folder 2 Create a new directory named GH 3 For each Company System that is being managed by the accounting system create a directory named with the same code used for the Company System For example this user has to 2 systems named PCA and UCC 2007 2014 by Sentinel Hill Software all rights reserved 166 Series 5 Systems Management User Help Se C Documents and Settings Larry Carlsen Wy Documents SHS See ir Fie Edit View Favorites Tools Help Q sak amp E JO search le Folders Pn Address B C Documents and Settings Larry Carlsen My Documents SHSI v Go Folders X Name El Desktop Pca E B My Documents ucc 4 O Adobe Corel User Files E O Cyberlink h Downloaded Program Updates E O Update Manager My Data Sources D My Google Gadgets My HelpAndManual Projects ch My Music My PageManager EI B My Pictures O My Received Files a E My Videos My virtual Machines O My Webs Updater WebEx My Computer A 314 Floppy 4 Ge Local Disk CH v lt 2 objects
24. a report could be delayed to be executed in the evening when the demands on your computer system are less In order to process jobs in the background a PC terminal running Windows must be dedicated to executing the Batch Job Processor utility Some of the features of Batch processing gt Jobs may be queued to one of 5 different Job Queues gt Jobs may be queued with different Priorities gt Jobs may be queued to execute after a specified time of day for Night Processing gt Jobs may be defined as Re Occurring at a variety of time intervals gt ABatch Job Manager can control and or change individual jobs waiting to be executed gt Each Job has a Parameter Control file that can be edited gt Each completed Job has an Execute Audit Log file that may be viewed gt Multiple Batch Job Processor may execute simultaneously The ability to submit jobs to execute in the Background Job Processor is a privilege granted to 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help individual users for each application s menu functions It is also possible to define the option that a given operation MUST be executed by the Job Processor and alternatively that the job must execute after 6 00 PMin the evening Le Batch Job Processing gt Selecting Jobs for Batch Processing 68 gt Managing Batch Jobs 7 gt The Batch Job Processor 7 6 1 1 Selecting Jobs for Back
25. and can be segmented into up to four segments The Profit Center may be 3 4 or 5 digits in size You get to define the size as required Di Extensive Import Export from to Spreadsheet capabilities The Series 5 provides for the loading or dumping of data from or to your favorite spreadsheet Data can be read or written directly to Microsoft s Excel or tab delimited text files You can build your Chart of Accounts or maintain Budgets in your spreadsheet and load them into the system very easily Data Import Export is offered for a variety of different transactions and master records or analysis fp transaction Entry All transactions are entered as sets of batches Once a batch of transactions are entered they are posted to their respective data systems With every posting a register is generated AA Support for Multiple Printer Queues The system allows you to define an unlimited number of Print Queues Each Print Queue has it s own set of properties like network printer font forms and margins When any reports or forms are generated and printed the operator can select which Printer Queue the job is to be sent to Grid Based Operator Interface In all Codes Maintenance Transaction Entry and Record Inquiry functions the basic screen presented to the operator is that of a grid The grid is similar to a table like a spreadsheet that displays anywhere from 10 25 rows of the data being updated entered or displayed The operato
26. araoa 125 4 Signon Access Audit Inquiry sssssssssnnunnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mennun EE nnmnnn nnmnnn 129 User Signon Audit INQuiry ccc cc stestesteseeseeseeeeeeseeseuseessessesseuseesoesaesaesaesaesaeesusnneneanaesaesaeeseeseesaesausaesaevanvanse 129 5 Logon Control and Message Broadcasting cccccceesececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 132 Define Broadcast Messages scssccssecsescseerseessnersnecseessneeseenenesseesenesseeseneneeesereneeeseeseesseeeseesseeeseeeans Disable Users from Logging On to Series 5 Force Users Out of Series 5 6 InitialiZation ANd ET BT Gustomize the Main Menu sicsic cescc scccscesteectcccecnctacensteserenctecdi cucetactasds EENEG Re Initialize Access Monitor File sscssscsssseeesseeseesseeeseessneesesennesseeesnesseeeseesenesseeneeesseeseesneeesnsneerseeeseeranes Re Initialize lee Profile Files Zeg eeeedEEee PANE Eas dyn aonan aaee ENEE Eder Re Initialize Se ries 5 License Siini ents ccecsnctecee checeutdeteudecvadeedtesuedsdeceicevoadeetedcecducveddesectdcersdeedaccedes Part VIII Appendix 1 Series 5 System Control Files ccccececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeseeeesesseeeeseeeeeeeseesenenes 147 2 System Operational Variables ccccccsseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeseeeseeeneeeeees 148 Environment Variables veer 149 Configuration Variable Sini aaea a asa aaa aa ea aaa aaa
27. are 2 methods to fix this issue 1 There is a registry entry that you must set to specify the location of safe help files There is a reg script that you can execute on each client s PC the makes a change to the Windows Registry The script currently is assuming every client PC has Q mapped to the servers D s5 bin directory You can find the script and a little README file in D s5 util Edit the file to accommodate your configuration and run the script Registry HKEY_LOCAL_MACHINE SOFTWARE Microsoft HTMLHelp 1 x Variable tssRestrictions Variable Value p s5 bin help or xxx server s5 bin help file 2 For Windows Visa 7 and 8 clients you can create a symbolic link that makes the linked folder appear as a local one This allows the PC to view the Help files without hacking the registry From the command prompt with administrator privilege issue the following command to create a Directory Junction linking a local directory to the one on your network where the Series 5 Help files are stored mklink D C Users Larry Documents SHSI HelpFiles server name D s5 bin help 2007 2014 by Sentinel Hill Software all rights reserved 168 Series 5 Systems Management User Help Setting up Microsoft Word Templates The Series 5 applications offer the option to generate reports and forms as Microsoft Word documents For specific types of forms such as P I and O P Invoices or A R Statements when output
28. been enhanced in the cases where the operator has chosen to search for a given record where a Date is chosen as the search criteria Now the following literal label is displayed mm dd yy indicating the desired format that the date should be entered as As well the date entered may now be as mmddyy mmdadyyyy mm dd yy or mm dd yyyy depending on the mood of the operator May 02 201 1 a New Feature to Attach Supporting Documents to assorted Master Code Records and Transactions You may now attach a variety of different documents to assorted Master Code records and Transactions Up to 15 separate documents may be selected and attached and viewed from the applicable functions in assorted Series 5 systems These documents may also be viewed where applicable The different types of documents supported are as follows es PDF e MS Word 2003 documents e Bitmap BMP files e MS Word 2007 documents e JPEG e MS Excel 2003 documents e TIFF e MS Excel 2007 documents e ASCII Text TXT files e ASCII Text txt files 2007 2014 by Sentinel Hill Software all rights reserved Introduction In Apr 14 201 1 a Printing to Windows Spooler The Series 5 provides for the definition of Printer Queues As a property to each Series 5 Printer Queue you may define a Captured Printer When a report is generated and a given Series 5 Printer Queue is chosen that has a Captured Printer the report prints directly to the associated net
29. describe functions to view the Series 5 Logon Audit records The system maintains a history of when a Logon User accesses any of the Series 5 applications menu items This function is available only to users that have Full Systems Management access These functions are available from the Series 5 Main Menu as indicated Le Systems Management sub menu gt User Signon Audit Inquiry 2 Ele Help Printer Queues Capture Windows Printers Company Systems tinel H qust 08 2 System Control Options System User Functions User Logon Profiles Define Broadcast Messages l Disable Users from Loggin Force Users to Log Off Pro Customize Main Menu Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence 5 Payal General Ledger ble wa User Signon Audit Inquiry If you had selected to enable the Menu Access Logging feature in the Series 5 System Control Option screen you will be able to view the audit records using this menu selection A grid based screen is provided for a variety of display options and lets you navigate through 2007 2014 by Sentinel Hill Software all rights reserved 130 Series 5 Systems Management User Help the audit records Only users with full System Management Access rights or the designated Gate Keeper will be able to view the audit records Some of the features of the Inquiry function are as follows e Select either to d
30. dot and for Office 2007 is saved as whatever dotx On Windows XP clients these must be put on their PC in their C Documents and Settings lt PC UserName gt Application Data Microsoft Templates directory On Windows 7 clients these must be put on their PC in their C Users lt PC UserName gt AppData Roaming Microsoft Templates directory See the discussion on Setting up Word Templates ss in the chapter on Executing as Windows Clients on NT Networks Setting up a New Logon User In order to access any of the Series 5 systems a given user must have a User Logon Profile established Every user that needs to access any of the applications must first sign on to the system with a User Code and Password The Logon Users properties include their name password email address and assorted options associated to use of the system x Setup Warning You must have at least one user with Full System Management Access rights The 1stuser you define in your system should have Full System Management rights Should you fail to set up such a user you will be in deep do do Adding Logon Users The following steps are taken to set up new users access rights to your Series 5 system 1 Have your Systems Manager or Accounting Manager decide on a 15 character user code to be assigned to the employee using Series 5 2007 2014 by Sentinel Hill Software all rights reserved Quick Start Tutorials 59 2 From the Main Menu s menu
31. for the item entered but the next highest item s items were being displayed Feb 03 2009 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help ez For 2008 Using AcuGT Rev 8 1 With the recent release of Rev 8 1 of AcuGT we have discovered that the INTEL native mode on certain occasions cause Memory Access errors The batch file used to compile programs S5 util s5_gcbl bat must be edited to have the variable NATIVE set to nothing Nov 15 2008 User Logon Passwords The Series 5 system now requires all passwords to be made up of at least 8 non space characters at lease one of which must be a numeric digit Also if a users password has expired they will be offered the opportunity to assign a new password after entering the old password The rules for password entry will apply Oct 7 2008 Import and Export and User Interface Applications An error occurred when exporting to an Excel spreadsheet if the 1st character the output string was a or character In this case Excel expected a valid formula If this was not the case a terminating error was displayed The problem has been fixed Now the Series 5 software will automatically insert a single quote character in front of the string before inserting to the cell Oct 7 2008 User Access Maintenance The Series 5 User Access maintenance routine has been enhanced to simplify the steps to establish new user
32. introduced to the Series 5 Main menu Signon process You may now define to have the Series 5 system use the client s Windows Logon Code as the User Code for signing in to Series 5 If set when Series 5 is launched 2007 2014 by Sentinel Hill Software all rights reserved 16 Series 5 Systems Management User Help the Windows Signon Code will be used The User Logon screen will be presented but only the Password field may be displayed for keyboard entry f the given Series 5 User Logon profile had a blank password entered then the User Logon screen will not be presented at all Control will be transferred directly to the Main Menu screen For systems that are set to use the Windows User Logon code user s will ONLY be able to log in to Series 5 using the Windows Logon Code The function to Repeat User s Logon found under the Main Menu s File drop down menu will be disabled Note however if a user has their System Management Access set to Full they will still be able to Repeat User s Logon and sign on as a different user For systems that do not wish to use the Windows logon the default will still be set to that defined by the PC Client user s SHSI_USER_NAME environment variable Feb 28 2012 Bitmapped Images in Series 5 All Series 5 applications that load bitmapped images have been revised to expect the image filenames to be in upper case Feb 28 2012 Le Upper Case Bitmap Files On UNIX systems please make su
33. meantime you may continue with other functions or exit the Series 5 application totally Notice that every job is assigned a unique number This may be used to track the job using the Batch Job Manager Batch Execute Setup Field Definitions Job Name X 30 By default is the name of the Report or Operation The job may easily be tracked by the Batch Job Manager using this name Batch Queue drop list The system provides pre defined Batch REPORTING vl Queue names Each job may be dispatched BATCH INPUT to a particular queue to be processed Your BATCH_INPUT System s Manager may have defined multiple aiui MILLE queues each with different execute priorities RE Ae or on different processors Program DEEN This field defines the name of the Series 5 program this is executed It may not be changed Priority radio buttons The priority will determine how quickly the Low batch request is executed The default setting is determined from the User s access Hidh properties for the given application 19 Should you wish to have this job execute at some designated time of the day set this check box You will then be able to set the Delay Hours and Minutes The delay will default such that the job would executed after 6 00 pm today Re Occurring drop list When a job is initially queued you may set this No w option to have it automatically re occur at one No of the defined intervals After it eventually Hourly 9
34. modify any of the System Control Options screen fields as described in this topic However they will not be able to select any of the other functions provided by the Series 5 applications Note that the Gate Keeper will not be able to add or edit any Logon Users other than their own profiles even if they have Full System Management Access rights Define System User s Menu Functions The Series 5 systems provides for other programs shell macros or Windows utilities to be launched directly from Series 5 These will appear as menu items in the drop down menu presented when User Functions is clicked on the menu bar of the Main Menu or any application menu There are two types of User Menu Functions that may be established The first is a set of up to 15 items that can be defined that will appear on all user s Main and Applications menus These are managed by selecting System User Functions from the System Maintenance drop down menu offered on the Main Menu s menu bar The second is a set of up to 15 items that each user can create that will appear only on that user s Main and Applications menus These are managed by selecting My User Functions from the My Own Setup drop down menu offered on the Main Menu s menu bar These User Functions items will be presented in the drop down menu by clicking User Functions on either the Main Menu or Applications Menus screen menu bar You may wish or need to set up menu items to launch the followin
35. of variable pitch fonts when outputting columns of data ensuring proper alignment e Individual words or sub strings within a print line may now be output as Bold Italic Underlined Shaded or as Reverse Video On a given page up to 50 sub strings may be formatted in this manner On a given line up to 6 sub strings may be formatted in this manner e Single thick or thin and Double Lines may now be inserted at any position within a page As the page is being populated with text the lines are defined to the printing routines with position and sizing set under program control Up to 40 line may be output per page These types of formatting controls could be implemented for Invoices Purchase Orders Customer Statements A P Checks or Customer Quotes In order to take advantage of these features the appropriate applications program must be pro grammatically customized Contact Sentinel Hill Software Inc for more information further details Apr 24 2012 HS5 Enhancements_to ALL_Systems 2011 2013 xmi All Series 5 Applications offering Export Functions When entering export selection options if the operator was to click on the About Exporting information tab an error was being reported that the File did not exits This problem has been fixed Now you may freely select any filtering or output options tab when they are presented without any problems March 09 2012 Using Windows Logon Usernames New functionality has been
36. or an ASCII Text File In either case you need to have specified the folder to which the file is saved The default is the directory that is defined in the Series 5 User s Logon Profile field labeled as the User s My Documents folder Pathname You can click the push button to locate or change the folder where the file is to be stored Mitcopluieu FINE parun DIOU arte Save to C Documents and Settings Larry Carlsen My Documents SHSIXK UCC bh Save as MS WORD Printed v To Captured Printer LASER_LAND Send a copy to E Mail Recipient hp Lasewet 1300 PCL 6 5 4 lf saving to an MS Word Document Printed then after generated the document will be printed from within Word You will need to select a specific Captured Printer Captured Printers are defined by your Systems Manager using the Captured Windows Printers maintenance function available from the Series 5 main menu under the System Maintenance drop down sub menu Refer to the chapter on Defining Series 5 Captured Windows Printers in the Systems Management Help or manuals K Setup Tip If you wish to be able to generate your reports as Word or PDF documents your Systems Manager must have defined pertinent variables in the AcuGT runtime configuration file For simple reports you specifically need to have set up the variable MSWORD DEFAULT SPECS This defines whether the documentis generated as Portrait or Landscape the Font Name and Font Size and an o
37. output is written to an MS Word Document Document in the specified folder The output is written to an MS Word Saved to Disk as an MS Word Document in the specified folder Itis also Document and printed printed to the designated Captured Printer from within Word The output is written as a text file to the Saved to Disk as an ASCII Text Specified folder This would be useful only file if you needed to parse the file with some 3rd party utility Saved to Disk as a PDF The output is written to a PDF Document Document in the specified folder 2 When selected to direct the report output to a Printer Queue you may select a Series 5 Printer Queue from the drop down list The list will contain each of the printers that has been assigned to the particular Company System that you are working in When the Print Queue has been selected the system will echo the Description the Font and if applicable the network assigned printer name of the Captured printer 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help Iw screen Browser Iw ArCMmYe w nupus Manayti Standard Courier 10 pt Compressed PreCaptured Printer LASER_LAND hp LaserJet 1300 PCL 6 N of Copies i ly I Print Queue WPRINT3 WinPrint Courier 10 Compress 3 When selected to direct the report Saved To Disk you must select to save it as an MS Word Document an MS Word Document Printed a PDF Document
38. the Print Queues on fie eo oe oo AAD Fast Buttons Queue Name Description L Sea Captwre Code Fon me 1099FORMS For 1099 2 page forms D APCHECRSTORIT ersten g Add a new Printer Queue CDNLASERCHECK Canadian layout A P Checks LASER_PORT CHECKFORM A P Checks 11 Point Printer rier New LGSLSTATEMENTS A R Statements 45 Ipp k NOVELPRINT Sample Novel Print Queue H D D t D t Gren Ge Modify Modify the P Q PRINTER BEE 1 o I o d e rin er ueue SE Gees SS i highlighted in the grid PRINTERS HP Lasewet6 Directly Accessec d Jel ull PRINTERS LGS Script Controlled Printer THEBIGPRINTERINBACK Sally s big HP Laser Printer in the Back iC jei mare Delete Delete the Printer Queue WDPRINT2 WinDirect Courier 10 rial Nar D D D highlighted inthe grid Items are listed in order by Printer Queue Code A A Generate a report listing the Printer Queues that are already defined Test Page Print a couple of test pages with text and markings on every line of each column for the Print Queue that you can select This function is useful for testing alignment when designing or programming for special forms Once a Print Queue is defined it will be available in the drop down list presented in the Printer Options Screen sz in any application s reporting functions ez Printer Queue Properties Screen The properties for each Printer Qu
39. to set up and manage the Series 5 Company Systems for the Companies of which the accounting is to be set up for Company Systems Maintenance may only be accessed by users that have Full Systems Management access These functions are available from the Series 5 Main Menu as indicated Le Systems Management sub menu gt Company Systems Maintenancel 0s qust 08 2 System Control Options System User Functions User Logon Profiles User Signon Audit Inquiry Define Broadcast Messages H Disable Users From Loggin Force Users to Log Off Pro Customize Main Menu Padt Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence pgs ge HU BA Cows SZ E Cu Payables General Ledger 2007 2014 by Sentinel Hill Software all rights reserved 108 Series 5 Systems Management User Help 7 2 1 Company Systems Maintenance The Series 5 systems provides for the capability to define an unlimited number of Company Systems Each Company System is basically a completely independent set of data files that are used for the account aa single company Each set can be created in a different system directory or folder and the files with a unique filename extension You must have at least one Company System defined in order to use any Series 5 application When users sign on to the Series 5 main menu they will select the Company System with which to work with If you only have one sy
40. to the Batch Job Manager window exit that and do whatever you please without disturbing the Job Processor Processing Status Tab Screen As jobs are executing you can view their status on the Processing Status tab screen It displays the jobs that is currently executing or the last job that was executed Queued Batch Job Service Handler Batch Queue ALL for Company ALL for System ALL Processing Status Execution Log Job Select Filters Status Executing Job 00000075 EXECUTING THIS JOB There are 0 job s waiting to be executed 1 Jobs haye executed so far b Executing gt Job 00000075 Job Name AZR Aging Report Submitted By USER System AR Company PCA Re Occuring No Started at 10 07 09 PM Elapsed time 22 Hrs 7 Min 21 Sec Execution Log Tab Screen A table is kept displaying the last ten jobs that have executed since the Job Processor has started 2007 2014 by Sentinel Hill Software all rights reserved s Series 5 Systems Management User Help B Oueued Batch Job Service Handler Batch Queue ALL for Company ALL for System ALL Processing Status Execution Log Job Select Filters Status Waiting Here are the last 10 Batch jobs that were executed from this Execution Session Job Name Company Finished 00000075 USER A R Aging Report Job Processor Brief Window If you are not interested in view the progress of the batched jobs y
41. you define the Company System You can click on the Browse push button to navigate to the desired folder to have it selected You may click on the Browse button to locate the desired directory Only those folders which are descendants of the root directory of that which is defined by the entry field can be displayed So if you wish to choose a folder on your C drive enter CA in the entry field before clicking the Browse button Setting the entry field blank or to a path that does not have a drive letter designation would result in only being able to browse descendants of the user s default working directory 2007 2014 by Sentinel Hill Software all rights reserved na Series 5 Systems Management User Help File Extension X 3 The Data Files Extension is a 3 character alphanumeric code that will be used as the extension to all files created for this Company s Data System These characters must be valid file name characters for the operating system x Processing Tip Adifferent Data File Extension should be assigned to each newly added Company System This will help you easily distinguish between the different sets of files that are created for your Backup Restore procedures If you wish to use Acucorp s Vision Version 4 or 5 file systems you will need to always specify a File Extension of DAT and you will always have to make sure that each Company File system resides within it s own folder or directory Alter
42. 0 Logon Users Formerly was limited to 100 users Gent 10 2008 Print Manager and Browser The Series 5 reporting and printing routines have been enhanced to handle filenames of up to 30 characters long The UPGRADSM utility must be executed to have the Report Manager file s records rebuilt to accommodate the larger field Aug 25 2008 Import and Export and User Interface Applications In all applications that offer the opportunity to load from or read a text based interface file where a BROWSE button had been provided you will now be able to select files that have a or a SPACE in the filename or the directory path Aug 25 2008 Import Export Functions The import and export function has been enhanced to provide support for Office 2007 EXCEL utility The system will identify Office 2007 utilities by seeing if Excel EXE can be found in the clients s C Program Files Microsoft Office Office12 folder For exporting the files will be created with the XLSX extension and if selected to be launched Office 2007 Excel will now correctly be executed Aug 25 2008 On Line Help The Series 5 systems now have On Line Help You can access these help files from the application In all functions that offer a menu bar clicking Help will display a drop down menu offering General Help Help on the particular function and Help about Grids For menu items that don t have a menu bar if help is available a help icon may be clicked to display Hel
43. 00000061 00000063 050 Mar 10 2006 10 18 17 AM PI Mar 10 2006 11 19 11 AM PI Mar 10 2006 11 19 36 AM PI Clear Al Prior Selections Print Pre Invoicing Report General Select for Biling Dos No Mar 10 2006 11 19 57 AM PI Generate Invoices 00000065 i 00000067 Mar 10 2006 11 52 25 AM PI Mar 10 2006 _11 5244AM PI Mar 10 2006 1 17 27 PM Sep 08 2006 12 27 17 PM PI Print Proof Invoices Post Invoices to A R Batch Load User WIP Recap Charge Modifying aJ ob in the Batch Queue 1 Inthe grid navigate to the row listing the job that is to be modified Fast Buttons Hold Modify Delete Job Params Output Log Purge Select Put a Hold on the Delete the selected Job Job s execution parameters with Notepad View the output log generated when the selected job was executed Have those jobs satisfying a numbe of filters deleted Set filters for the 2 Double click the row or right click the row to have a drop down menu displayed then click Modify properties screen will be displayed or just click on the Modify button in the Fast Button frame The Job s 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 73 mm Batch Queue Job Maintenance Job 00000062 Modify the Properties of Properties Command Line Jobs may be resc
44. 08 An unpublished work by Visit www sentinel hill com orEmail support sentinel hill com ACU GT Rev 7 2 00 On WIN NT Runtime Serial H 351547 Compiled 06 01 2008 at 03 56 29 PM The File Folder Definitions tab screen displays a number of the different data folder directory paths that hold the Series 5 control files and the current Company System s data files 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 145 About Series V Series Accounting Solutions Rey 5 06N from Sentinel Hill Software Inc Licensing File Folder Definitions Acknowledgements Copyright Notice System Directory Paths System Control c s5 test etc System Sorts C WINDOWS TEMP Job Contro o s5 test Shill batchjob WEB Access Ct c s5 test etc WEB e Docs c s4 test UCC WEB Etmp Runtimes Dm c s5 bin runs Company Directory Paths Company UCC UCC Direct DFS Test Company Data Files c s4 test UCC data DAT Temporary C Documents and Settings SHSI SHSI LAPTOP6400 Application Archive Reports c s4 test UCC Rpts Spreadsheet 1 0 USER MY DOCUMENTS OP Interface AR PI Interface c s4 test UCC AR_INTFACE IM ltemOty Log 2007 2014 by Sentinel Hill Software all rights reserved 8 Appendix Ce Appendix gt Series 5 Control Data Files A gt System Operational Variables fs gt Runtime Error Codes eo gt Frequently Asked Questions
45. 5 Systems Management User Help following command FMnnn ccccc Lii lt Printer Control text gt where e nnnis the Form e ccccc is a Series 5 assigned command name e Lii is an optional argument that indicates the string is to be inserted at line ii if applicable e lt Printer Control Command Text gt is the actual text of the printer command enclosed in double quotes See Printer Control Variables in the topic Configuration Variables 143 under System Operational Variables in the Appendix for a list of the form commands available K Processing Note Most of the form command will be automatically inserted when specified However to use the SELECT TRAY and USER CODE commands the software will have to be specially customized to have the applicable print string inserted Contact Sentinel Hill Software Inc for further information Captured Network Windows Printers Maintenance The Series 5 systems provides for the capability to print directly to an MS Windows system network printer using the Windows spooler Typically when a Windows Spool Queue is selected the Windows Print Select dialogue window is presented to the operator A printer may then be selected If you wish to have the system bypass this step or you do not wish the operator the burden of making this decision you may Pre Capture a Windows printer and associate it to a particular Series 5 Printer Queue The Series 5 systems can also output reports or forms as MS
46. 6 DE SOS FILING DEPOSIT 611 2626 166 DE SOS FILING DEPOSIT 811 2021 8060 TX SOS FILING ACH 611 2621 166 TX SOS FILING ACH 611 2622 646 NC SOS FILING ACH 611 2622 666 NC SOS FILING ACH 611 2622 166 NC SOS FILING ACH 611 2623 666 MO SOS FILING ACH 611 2623 166 MO SOS FILING ACH 611 2624 646 MS SOS FILING ACH 611 2624 666 MS SOS FILING ACH 611 2624 166 MS SOS FILING ACH 611 2625 666 AK SOS FILING ACH 611 2625 166 AK SOS FILING ACH 611 2626 666 OK SOS FILING ACH 611 2626 166 OK SOS FILING ACH 611 2627 646 UT SOS FILING ACH 611 2627 666 OK SOS FILING ACH 611 2627 166 UT SOS FILING ACH 611 2628 666 KY SYS FILING DEPOSIT 611 2628 166 KY SOS FILING DEPOSIT Drag the outer slide bar to move through the pages of the report You may navigate around the report in number of ways Position to up or down through the pages f of the report As you drag the slide bar the Slide bar to the right 1st data line of each page is displayed at the bottom of the screen Enter a search string This may be text or a number as it would be printed in the EE for IMAGES VIEWED report The drop down list contains previously entered search strings Search for the entered search string The page where the string is found will be displayed and the line containing the text will be displayed in red Search Forward or Backward for the entered search string 2007 2014 by Sentinel Hill Software
47. Customer Order Packing Slips MSWORD PAKSLIP SPECS Customer Order Invoices MSWORD OP INV SPECS 2007 2014 by Sentinel Hill Software all rights reserved O P Order Entry Picking Tickets MSWORD PICKTIK SPECS Cement Shipments System Invoices MSWORD CS INV SPECS Class Registrations System Invoices MSWORD REG INV SPECS Miscellaneous Invoice System Invoices MSWORD QE INV SPECS Installing 3rd Party Utility to Allow Emails to be Sent from Series 5 Anumber of the Series 5 applications offer the ability to automatically send emails Emails are sent using calls to Microsoft s MAPI DLL library A Microsoft security feature exists with Windows 2000 XP and Vista that warns users that non Microsoft products are attempting to automatically send emails When the following screen is displayed you would have to wait 10 seconds then click the Yes button to have the email delivered Microsoft Office Outlook 4 program is trying to automatically send e mail on your behalf Do you want to allow this If this is unexpected it may be a virus and you should choose No To bypass this annoying security feature their are a number of 3rd party products that can be purchased and installed on the user s PC One such product is called ClickYes Pro that can be purchased by visiting www ContextMagic com If you purchase this utility you must define each of the applications that will be allowed to automatically submit emails without having the wa
48. D DATE 3 DMY CORRESPONDENT ACCESS F 4 CORP MISCELLANEOUS FEES LO 5 CORP MISCELLANEOUS FEES LO 6 UNBILLED REVENUE Exit EAR VE The Properties Screen displayed shows the names of the files the of records and the size Series V File Properties GL YTD Transaction File Folder d s4 test UCC data Disk File GLYRTRX40 DAT of Records 1 352 128 File Size 636 516 352 Bytes Last Modified Friday July 04 2008 Grid Slide Bar and Full Screen Expand Push Button In most cases the columns of data displayed in the grid can be displayed in the screen s window There are a few functions that have too many columns of data to fit If there are more columns defined that can t all fit on the screen at once there will be a slide bar displayed at the bottom of the grid The operator may slide it over with the mouse to view 2007 2014 by Sentinel Hill Software all rights reserved a Series 5 Systems Management User Help the hidden columns of data If there is an A icon in the lower right corner of the screen clicking on this will expand the screen laterally to it s full size You will need to have a wide screen for this to be effective SAR Period Analysis Inquiry and or Report File View Analysis Help A R Period Analysis Inquiry Report Build and preview summary totals by selected Periods for Customers A R Accounts Customer Types by G L Fiscal Years Sales Reps and Sub Ledger Pro
49. In most cases the import export will just be abandoned May 31 2010 3 Compiling with INTEL Native mode A problem has been discovered when compiling with the Intel native mode This option must be removed from the S5_GCBL BAT compiler macro that can be found in the S5 util directory Basically replace the set NATIVE intel command with set NATIVE command May 21 2010 Generating Standard Forms as MS Word Documents The Series 5 generates a number of different forms For example A P Checks Invoices Picking Tickets Statements and Purchase Orders Variables within the runtime configuration file may be set up that are used to indicate how the forms are to 2007 2014 by Sentinel Hill Software all rights reserved Introduction 21 be generated and or printed Arguments to these variables indicated whether the form was printed archived and or saved as MS Word documents The 2nd argument used to define the output may now have the following values e WORD2003 e WORD2007 es PRINT amp WORD2003 e PRINT amp WORD2007 e ARCHIVE amp WORD2003 e ARCHIVE amp WORD2007 Existing arguments associated to WORD will be interpreted as WORD2003 The applications that generated these forms have been enhanced to now recognize arguments that indicate the forms are to be generated as Office 2007 Word or Office 2003 Word documents May 21 2010 MS Word System Error Recovery The Series 5 printing routines had the ability to generate output
50. Last Quarter Last Year Last 12 Months Last 12 Quarters Last 12 Years U oT considered 2007 2014 by Sentinel Hill Software all rights reserved 4 1 ER Series 5 Systems Management User Help Quick Start Tutorials The tutorials in this section provide a quick introduction to using and setting up your Series 5 system They are intentionally kept brief so that you can actually start using the accounting applications as quickly as possible The objective is not to teach you every single detail but to familiarize you with the basic principles and the way the program works For full details on the procedures and screens described in the tutorials please refer to the applicable sub topics in the Systems Management Menu Functions ai section Tutorials gt Adding a New Printers gt Adding a New Company System ss gt Setting up a new PC Workstationl 57 gt Setting up a New Logon User ss Adding a New Printer The Series 5 systems provides for the capability to define an unlimited number of Printer Queues that can be accessed from the various applications Each Print Queue has it s own set of properties You can associate a Print Queue to a specific network printer or set it up so the operator can select the printer You can also have more than one Print Queue that prints to a single printer each having their own margins and fonts etc The following steps are needed to establish a printer 1 Have your
51. NTS lf you wish to restrict specific printers to this Company System select those that may be used Only these Printers Queue will be displayed in the Print Options Screen If you do not wish to restrict which printers can be used with this Company System do not select anything from the screen 1 Double click an item in the left pane to have it included 2 The codes of those Items that have been chosen are displayed in the right pane 3 Search for a particular code by clicking on the fy binoculars icon E 4 Click on the z push button icons to shift the selected item higher or lower in the list Those pricing codes at the top of the list will be test for first when attempting to assign the price 2007 2014 by Sentinel Hill Software all rights reserved ne Series 5 Systems Management User Help 5 Click to have ALL items selected or unselected 6 When a particular previously selected item is highlighted in the right pane click the button to have it unselected 7 Use the grid navigate buttons to move through the list of possible items 7 2 1 4 G L Account Format Tab Screen Company System G L Account Format Screen Define the format of the G L Account s that are to be used with the Company 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 117 Company Systems Maintenance Company System UCC Modify the Properties of Compa
52. RE d s5 WEB The directory path in which temporary files are CTORY Etmp created used to send attachments as emails on MS Windows platforms 2007 2014 by Sentinel Hill Software all rights reserved Appendix Printer Control Variables The following variables are used to define to define Forms that may be printed The argument strings are printer command strings that are unique to the given types of printers Variable Default or Description Sample Argument lt my queue name 1 gt PRINTER1 Defines a Series 5 Print Queue named PRINTER1 that is designated as a Windows printer When the runtime opens a file assigned to P SPOOLER it automatically initiates a job with the Windows spooler and constructs print pages in accordance with the program The runtime uses the default printer and font If the user looks for the job in the spooler it is named with the current title of the AcuGT GT window Note that you must also set up a Printer Queue named PRINTER1 using the Printer Queue Maintenance function found on the Main Menu under System Maintenance on the menu bar LARRYPRIN Defines a Series 5 Print Queue named LARRYPRINTER2 You would define the queue with P SPOOLER DIRECT if a Series 5 form was to be assigned to this printer output or if the application formatted the printout with embedded control codes In this case the print job to be sent lt my queue name 2 gt to the printer via the Windows spooler
53. SBOOJRN USER November 02 2007 Fri 10 33 31 AM Pl PIUSERIFACJRN PIUSERIFACJAN PI _ PIUSERIFACJAN ern November 02 2007 Fi PIUSERIFACJRN USER November 02 2007 Fri 1 H GENWIPTRXIRN Wee November 02 2007 000204 PIUSERIFACJAN USER November 02 2007 Fi 4 15 33 PM I gt GENWIPTRXJRN USER November 02 2007 Fri 4 17 05 PM Items are listed in order by Sequence Number Search Selection Set filters for the items that are displayed in the grid Viewing an Archived Report 1 Inthe grid navigate to the row listing the report that is to be viewed 2 Double click the row 3 The Report Browserl s window will be displayed K Process Warning The archive report files are stored in a sub directory under the folder specified to be used for the company s data files These files are notin any type of format that can be used other than directly from the Reports Manager utility 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures o Re Printing an Archived Report 1 In the grid Navigate to the row listing the report that is to be printed 2 Right click the row to have a drop down menu displayed then click Re Print or just click on the Re Print button in the Fast Button frame The Re Print options screen will be displayed Archived Reports Manager ele 6 page Archived AR Repot ARDIST RPT Created Thurs
54. SHSI Series V Accounting Systems Systems Management Version 1 0 October 21 14 SENTINEL HILL Y SOFTWARE INC www sentinel hill com 800 663 8354 2007 2014 by Sentinel Hill Software all rights reserved 2 Series 5 Systems Management User Help Table of Contents Part Welcome to Series 5 Systems Management 5 Part Il Introduction 8 T e e TT 8 2 Series 5 FOAturese es ccssecececcisskcdiecvccsiccesnecaeessascocaanecesectsdcceessccuneepusdducedseetscenseccanspatzeceseeegess 9 3 History of Enhancements cccccceeeseeeceeeeeeeeeeseeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeaeeeseeeeeeeseeeaeeeseeeseeess 11 4 Getting Help rinena Ea E ddan sevdeeuceeueddcuevenena deus cdaucex ddcaveteneuasesscdausereeeucts 28 Part Ill The Basic User Interface 32 1 Grid Processing SCree ins ccceececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeseeeeeeseaeseeeseaeeeeeseaeeeeesees 32 2 Code Lookup WindOW s ci 2 cceccccccccet cecvecesecndcaseneradedseevedeesececccuerevddaderedanesesedccuersvddedeeerecaues 44 3 Date LOOKUP Win OW ia ozcciccsecccpttcsedeccceedzecocceaetedanedaeccans cecdcezeasceaavescqans s2cecazsasccaataetteeaes 49 4 Date Range LOOKUP WiNdOW cccceeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeseeeeeeeseeeeeeeseeeaeeees 50 Part IV Quick Start Tutorials 54 1 Adding a New Prinnter ccccceeeeeceeeeeeeeeeeeeeeeeeee ee eeeeeeeeeeeeeeeaseeeaeeeeeeeeeeeeseaesaeeseaeseeeeeeneeeesees 54 2 A
55. Sentinel Hill Software all rights reserved Introduction 13 A new property has been introduced to the Logon User Profile screen that provides for temporary logon rights If set the user will only be able to log in to the system up to a specified date July 2008 User Signon Audit Inquiry A new function has been introduced that provides inquiry to the User Access Audit records Records may be listed and displayed on a grid screen by Application or by User or by date Areport may also be generated The inquiry shows the Date Time User Company Code and Function that was executed July 2008 New and Different Enhancements and Fixes in all Series 5 Systems ez For 2014 Support for Office 365 The printing routines and the import export routines have been enhanced to provide support for MS Word and MS Excel in Office 365 Oct 01 2014 Series 5 User Logon Profile Maintenance A new property has been introduced to the Series 5 Logon User s profile You may now specify the Default Import Export File type for each user When Importing or Exporting data the selected default will now be automatically set The Import Export routines has been revised to use the specified default Mar 26 2014 ez For 2013 a Generating Documents and Reports as MS Word Documents When output is generated as an MS Word Document an entry in the runtime configuration file is used to define the output orientation font name font size and where appl
56. Series 5 132 logon access audit inquiry 129 printer queues maintenance 98 re initializing the Access Monitor File 136 re initializing the Series 5 License 136 re initializing the User Access File 136 system security controls 118 user logon profiles 118 Setting Up a User s PC allowing access to HTML Help 57 77 allowing emails tobe sent 77 build the Series 5 shortcut icon 57 77 define user s environment variables 57 77 defining user s working directories 57 77 SHSILUSER_NAME _ 57 77 SHSIUSER_NAME variable 57 SHSI USER NAME variable 77 system management functions accessing 65 capturing Windows printers 104 customizing the main menu 137 defining network Windows printers 104 defining printer queues 99 defining the Gate Keeper 119 defining user functions 122 defining user logon profiles 125 disable all users from logging in 135 emergency message 133 force all users off the system 135 initializing a company s data files 108 login message 133 logon access audit inquiry 129 176 Series 5 Systems Management User Help system management functions logout message 133 password expirey days 119 re initializing access monitor file 140 re initializing the Series 5 Licenses 142 re initializing the User Logon file 141 system access control options 119 user access logging 119 Ta tutorials Adding a New Company 55 Adding a New Printer 54 Adding a New User 58 U user access logging defining 119 inquiry 129 user access manag
57. Systems Manager or Network Manager define the printer on your network Then on each client PC that will need to access it add it as a new printer 2 Dream up aname for your new printer that s less than 20 alphanumeric characters and define it as a variable in the Series 5 Configuration Del 3 If it s a Windows printer and you wish to access it at runtime without having to select from the list of all your other printers you need to define it as a Captured Windows Printer a 4 Define the new printer as a Series 5 Printer Queuel 991 with it s applicable properties and assigning it to your Captured Windows Printer 5 lf in your Company System s I 14 you have limited access to selected printers then assign your new Printer Queue to those companies that will utilize it 2007 2014 by Sentinel Hill Software all rights reserved Quick Start Tutorials 55 4 2 Adding a New Company System The Series 5 systems provides for the capability to define an unlimited number of Company Systems Each Company System is basically a completely independent set of data files that are used for the account a a single company Each set can be created in a different system directory or folder and the files with a unique filename extension You must have at least one Company System defined in order to use any Series 5 application There are slightly different steps involved when setting up your first company as apposed to your 2nd or 3rd company
58. The application attempted to open a file that could 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help not be found Contact your Systems Manager or Sentinel Hill Software support for assistance 37 07 User does not have The user does not appropriate access rights to permission to access file open the file 37 XX System failure on opening a The application attempted to open the file in the file wrong mode 37 99 Windows runtime not Non Networked runtime attempted to open a file on network enabled a remote system 39 XX_ File Mismatch on OPEN An older version of the file was being accessed or application programming error The secondary code value xx indicates the type of mismatch 41 File Already Open An application programming error Contact Sentinel Hill Software support 42 _ File Not Open An application programming error Contact Sentinel Hill Software support 47 XX_ Pie not opened in the An application programming error Contact correct mode Sentinel Hill Software support 48 XX Pie not opened in the An application programming error Contact correct mode Sentinel Hill Software support 49 XX Pie not opened in the An application programming error Contact correct mode Sentinel Hill Software support 94 10 Too many files opened by The max number of files has been reached The process configuration variable MAX FILES should be increased The file has become co
59. This is the user s password Each time they wish to access the Series 5 system it must be entered When edited you will need to enter the identical code in the Confirm Password field Passwords must contain at least 8 non space characters one of which must be a numeric one of which must be an alpha character and it must be different from the password that the user had the last three times Allow ONLY Temporary Access check box with mmddyy date Set this check box if you wish to limit the time that this Logon User Code will be allowed to be used If set you can set the date up to and including with which it may be used Set this check box if you wish to disable this user from logging in to the Series 5 system If the system is configured with the option to disable users that fail to correctly enter their passwords and this occurs the system will set this check box field System Management Access radio buttons There are are number of functions that deal with the management of the Series 5 system These are functions that can be accessed only by those Logon Users that have System Management Access The following table indicates which functions are allowed to each type of access rights or user K Setup Warning You must hawe atleast one user with Full System Management Access rights Should you fail 2007 2014 by Sentinel Hill Software all rights reserved 128 Series 5 Systems Management User Help to set up such a
60. User Help On THIN ee ee it should be on the UNIX ee ee Set to 1 to enable the workstation s theme in how the Windows controls are displayed This is only available to Windows XP Windows Vista and Windows 7 using Acu GT 8 1 or later V VERSION The default Revision of the type of AcuGT files to be used Must be set to 3 Mail Management Control Variables The following variables are used to define to define Forms that may be printed The argument strings are printer command strings that are unique to the given types of printers Variable Default or Description Sample Argument DOS_MAIL_CMD d sS util RECEIVER_NAME DOSEMAIL RECEIVER_ADDRES S SENDER_NAME SENDER_ADDRESS SUBJECT MESSAGE_FILE ATTACHMENT ATTACHMENT2 The shell command that is executed on Windows systems to have email sent using a mail program other that MS Outlook or other MS mail programs In the Series 5 system is used to access a 3rd party utility to send email to Lotus Notes users Each pseudo variable will be replaced with the applicable string or path DOS_MAIL_PATH The directory path in which the temporary mail messages are created on the Windows PC when mail is sent using the DOS_MAIL_CMD UNIX_MAIL oe ee shell command that is executed on UNIX ee to have email sent eae The directory path in which the temporary mail messages are created on the UNIX server when mail is sent using the UNIX_MAIL_CMD WEB_EDOCS DI
61. WEB COMPANY 5__ AUSI The Series 5 Company code assigned to Web Company 4 az 20 30 40 WEB OP The Inventory Warehouse Location code for LOCATION 1 orders submitted over the Web for Company 1 WEB OP The Inventory Warehouse Location code for LOCATION 2 orders submitted over the Web for Company 2 WEB OP The Inventory Warehouse Location code for LOCATION 3 orders submitted over the Web for Company 3 WEB OP The Inventory Warehouse Location code for LOCATION 4 orders submitted over the Web for Company 4 WEB OP EAST The Inventory Warehouse Location code for LOCATION 5 orders submitted over the Web for Company 5 WEB EDOCS web shweb The directory path in which temporary files DIRECTORY acutemp are created used to send attachments as emails on UNIX web servers WEB MGMT CTRL accserver acctg For CGI service routines on a Web server PATH shsi_ctrl defines the directory path of the location where the Series 5 control files reside Runtime Error Codes These Unfortunately things don t always operate the way they should For a variety of reasons the application will on occasion generate some nasty looking error codes and messages These can be divided up into three categories of errors QO Application generated Errors QO Microsoft Word or Excel generated Errors 2007 2014 by Sentinel Hill Software all rights reserved Generally when an error occurs the application that was executing will bomb out Any of th
62. Word documents that will be printed directly to a specified captured printer Capturing a Windows printer involves the following steps 1 Define your network printer to each client PC that may have cause to generate and print a report or set of forms to that printer using any of the Series 5 systems The name given to each printer on each PC must be identical 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 105 2 On any of the PC that the printer has been installed execute the Series 5 system 3 On the menu bar click System Maintenance then Capture Windows Printers 4 The Windows Printer Maintenance screen is displayed Click the New push button so you can capture a new printer 5 Give it a code and the Windows printer Page Setup screen will be displayed Click on the Printer push button at the bottom of the screen and locate the printer that you have defined from the drop down list or if it s a printer on your network click the Network push button and locate the appropriate printer 6 You may also select any other properties such as Orientation Source Margins etc that may be displayed 7 Click OK and finally click the Finish push button You may now assign this Captured Printer Code to one or more of the Series 5 Printer Queues 93 or select it when generating and printing an MS Word document K Setup Warning When defining a network printers
63. a variable in the runtime Configuration file The variable SHS RPT DESTINATION with a single numeric argument will provide the default target for generated reports where you would set the argument as follows 1 Tothe Printer 17 To Disk as an MS Word 2003 document 2 Archived 26 To Disk as an MS Word 2007 document 3 Both the Printer 35 To Disk as a PDF document and Archived 4 To be just Browsed Note that if the applicable application already determined the target output these defaults will NOT be used Oct 13 2010 a Data File Properties function 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help In all Series 5 applications that maintain master codes records or provide for the entry or inquiry of transaction or history records under File on the menu bar the Properties function will display information about the related files This function has been enhanced to now display 12 numeric digits for both the files size and the number of records in the file Also now the version of the Vision file is displayed along with the number of volumes that are used to hold the data and the index keys for the associated file s Sept 01 2010 Using the Mouse Wheel to navigate Series 5 Grid Screens In all Series 5 applications that use a paged grid screen those showing rows of master codes and or transaction records similar to a spreadsheet the operator may now
64. a course in using the Series 5 Systems Management and as an ongoing reference while you are working with the program Getting started new users e Study the IntroductionI ei and Quick Start Tutorials 54 sections to familiarize yourself with the basics of the application e Check out all the links in the Help tab plenty of help is available Getting started users upgrading from prior revisions e See the History of Enhancements 111 for a quick summary of the major changes and where to find the functions you are looking for e Even if you are an experienced Systems Management user please run through the IntroductionI s and Quick Start Tutorials 54 sections quickly to get up to speed with what has changed in the latest version of the program Copyright Notice e Sentinel Hill Software Inc has made every effort to ensure that the material published in this Help file and or manual is correct and accurate but reserves the right to make changes without notice at it s sole discretion at any time e PROPRIETARY RIGHTS NOTICE All rights reserved This material contains the valuable properties and trade secrets of Sentinel Hill Software Inc of West Vancouver BC Canada Sentinel Hill embodying substantial creative efforts and confidential information ideas and expressions no part of which may be reproduced or transmitted in any form or by any means electronic mechanical or otherwise including photocopying and recording o
65. a later date Direct Generated Document s to Screen Browser Archive to Reports Manager C Print Queue WPRIN T1 Lines Page C Save to C Documents and Settings My Documents SHSI UCC Save as MS WORD Document Send a copy to E Mail Recipient Report Header User Note b O This text will appear at the top of the 1st page and may be used so you can personalize your report Execute as a Batched Background Job f you set the Execute as Batched Background Job check box the following options screen is displayed Batch Execution Setup Job 00000072 You have chosen to have this process executed by the Background Processor You can have it execute later and or you can mark it as a recurring job You may select to have the job Job Name JAZR Aging Report executed in a Ge different job queue Batch Queue BATCH_INPUT e ics O Low Program ARAGERPT h Normal O High Scheduled Processing You also can f Delayed Processin Delay Hours Minutes designate to have Y Delay S T5 HI this job execute on For Afte 6 14 PM Today a re occurring basis or delayed until a specific time Re Occuring 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help Once the OK push button is clicked then the job will be submitted to the Job Batch Queue to wait for it s time to be executed In the
66. abled Note however if a user has their System Management Access set to Full they will still be able to Repeat User s Logon and sign on as a different user Feb 28 2012 ez For 2011 a Systems Maintenance Functions When any of the Series 5 applications are executed one of the steps involves identifying whether it is being executed as a thin client on a Unix system or as a normal Windows Fat client application The routines that are used to provide System Manager Utilities was not performing this step as it was assumed they would always be executing as a Windows FAT client This test is now performed and related printing routines that take different steps depending on whether the user is executing as a Thin client or a FAT client now will work correctly Jan 25 2011 2007 2014 by Sentinel Hill Software all rights reserved 12 Series 5 Systems Management User Help ez For 2010 Company Systems Maintenance The system provides for accounting data files to be kept for each Company separately The Company Systems Maintenance function offers a field used to specify the full pathname to the folder where the data files are stored Up until now this path could not contain any spaces in the folder names The system has been enhanced to allow spaces in the directory pathname Although with AcuGT 8 1 on Windows 7 spaces in the directory path folder names does not work Feb 08 2010 ez For 2009 Each Applications User Acc
67. all rights reserved Basic Processing Procedures 89 Display the select Page Go To Page i Display the Prior or Next page of the report 6 2 3 Archived Reports Management The Reports Manager is available to each of the Series 5 applications Whenever a report is generated the operator may have chosen to direct the output to be Archived These archived reports may be viewed and printed using the Reports Manager Accessing the S M Reports Manager From either the S M Main menu or any application select Reports Manager from the File drop down menu DSHS Series V WEB Management jal Inquiry Operations Reports Codes Batch Job Management d Exit Z Je Web Access 2007 2014 by Sentinel Hill Software all rights reserved 90 Series 5 Systems Management User Help Reports Manager Grid Screen Maintenance of the Archived reports is done with a Series 5 grid screen SR Archived Reports Manager Edi All reports by USER You may browse or re print any of the following reports Lie Fast Buttons DS Re Print Print the selected 000183 PAYTEK_REVIEWJAN USER June 15 2006 Thu 2 15 45 PM 000184 PIARPOST JRAN USER June 15 2006 Thu 2 24 42 PM 000185 USER June 15 2006 Thu 2 48 21 PM P Panonan Le sine 20 2006 Tue 1051 254N ARACOUNT LST USER September 29 2006 Fri 1 08 44 PM Sean PL AUSERIFACAAN Le Novenber012007 Thu 4037 PM GL STD_DRDI
68. am Name PIMENU 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 139 The properties for each User Developed application menu item are defined with the following screen Add Edit Main Menu Selection Item Enter the menu description and program name for the Application to be called Menu Description AGG DH EE System Type Series System User Developed User Menu Program Prefix Program Name PDMENU Ri Field Definitions Menu Description X 30 This is the description that appears in the Financial Systems drop down menu and underneath the large icon that is displayed If you wish to be able to activate the icon by using an Alt character key place the amp character immediately in front of the character that you wish to assign System Type radio buttons Specify the type of menu item whether it is a standard Series 5 application or one that was specially developed and integrated into lt PRODFAMILY Series V For a standard Series 5 application provided by Sentinel Hill System Software Inc For a user s application that was integrated into and developed with the Sentinel Hill Software s GUI Developer s Libraries If selected the User Menu Program Prefix field will be displayed in which you must enter the 1st two characters that has been assigned to the menu In the screen above the name of the menu 2007 2014 by Sentinel H
69. and don t want any users to get into the accounting system There are no screens associated to this function From Main Menu s System Maintenance drop down menu just click the Disable Users from Loggin item A check mark will appear next to this menu item Re click the same menu item to re allow users to log in ctions My Own Setup KOENEN Help Printer Queues S Capture Windows Printers Sentinel H Company Systems Normal users will be presented with the following message when attempting to sign in August 08 lt system Control Options System User Functions User Logon Profiles User Signon Audit Inquiry d Define Broadcast Messages P Force Users to Log Off 1 Users have been disabled from logging in Please try later Prol Customize Main Menu Re Initialize User Files 4 Re Initialize Licence Users with Full Systems Management access will be presented with the following message when signing in i Users have been disabled from logging in Please try later But having Full System Management access you may continue 7 5 3 Force Users Out of Series 5 The Series 5 system provides for the ability to force users out of the system You might wish to implement this function if you have to shut down for some unplanned emergency There are no screens associated to this function From Main Menu s System Maintenance drop down menu just click the Force Users to Log Off item A c
70. are all rights reserved Basic Processing Procedures 77 6 1 3 The Batch Job Processor In order to process any Systems Management function jobs that might have been queued to be run in the background or at night a PC terminal running Windows must be dedicated to executing the Batch Job Processor utility This is basically another Series 5 program that gets launched from the Batch Job Management function Some of the features of Batch Processor Utility gt The Processor Utility is launched from the File drop down menu from the Batch Job Manager gt Multiple instances of the Processor Utility may execute at the same time on different client terminals gt Each Processor Utility may be set up to service jobs sent to a particular Batch Execute Queue gt Each Processor Utility may be set up to service jobs generated for a particular Company Systems gt Each Processor Utility may be set up to service jobs generated for a particular application gt An Execution Log screen is available that displays the last 10 jobs that have executed gt The window within which the Job Processor executes can be toggled between two sizes In Expanded mode it shows the details and log of executing jobs In Brief mode it just shows a small general status screen Launching the Series 5 Batch J ob Processor Utility From the Batch Job Manager screen 1 Click on Start Batch Processor from the File drop down menu A prompt will be displaye
71. as an MS Word document System error that could be generated while outputting to and or automatic printing of MS Word documents were causing Series 5 applications to terminate with a not too friendly error message The errors that were particularly annoying were as follows e When outputting to an MS Word document that had a template defined and the given template file was not set up for that user a fatal error occurred e When outputting to an MS Word document that was supposed to be automatically printed but the given network printer was either offline or that segment of the network was not active a fatal error occurred e When a user attempted to generate output as an MS Word document but they did not have MS Word installed or it was installed in a location other than the default a fatal error occurred The printing routines have been enhanced to now capture any system errors that were being generated from MS Word A reasonably friendly error message will now be displayed and the particular application will continue processing In most cases the generation of the report will just be abandoned May 21 2010 Generating Reports as MS Word Documents The Series 5 printing routines had the ability to generate output as an MS Word document This function has been enhanced to provide support for Office 2007 Word utility Now when presented with the print options screen and the operator chooses to Save To Disk they may choose to ou
72. at will fit on a page based on the size of the page and margins before issuing a new page Should you wish to have the computed count overridden you can specify the number of lines to be printed on a page in this field Normally this field should be left blank Select the font to be used when this Printer Queue is selected by the operator lf Default is selected then Courjer 10 whatever font was last Courier 10 Compressed ign he printer will be Courier 12 SES Gini Courier 12 Compressed Select a System Font The predefined Courier fonts Select on Printer H are True Type fonts Choosing the Select a System Font will have the Windows Font selection Window displayed from which you can select a font style and size lf Select on Printer Open is chosen then every time this Printer Queue is selected the operator will be able to select a font Printer Control Form 9 2 The Series 5 printing system provide the ability to automatically have printer control commands merged in to any report or form type of output A set of printer control commands may be grouped together to be called a Printer Control Form To have a set of form Control commands output enter the form in this field and select this Printer Queue when the related application s function is executed The set of Form commands must be defined in the Series 5 Configuration file with the 2007 2014 by Sentinel Hill Software all rights reserved 104 Series
73. ata highlighted In the grid Sentinel Hil Sotware PCA __ d sf est PCement data Rembrandt s House of Biscuits _ C s6 test Company10 data ko z Pi E ASS est comparyO4 mmm emmy Ltd REMBRANDT S 2NDINC CASS TEST zeg Seen Delete Delete the Company Old Series IV Test Date Company C s test gs6 data r P Sheny Test Co T sS test shacctng data a h Ig h Ig hted In th e g rid Sentinel Hil Software Inc ENS Mtes Shildata ch er jems are listed in order by Company Code 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 109 Generate a report listing the Company Systems that are already defined Once a Company System is defined it will be available in the drop down list presented in the Main Menu Logon Screen e Se Company Properties Screens gt Company Name tab Screen e gt Data Folders tab Screen gt Printers tab Screen gt G L Account Format tab Screen 7 2 1 1 Company Name Tab Screen zz Company Systems Name Properties Screen Define the Company Code name and address with the following screen 2007 2014 by Sentinel Hill Software all rights reserved 110 Series 5 Systems Management User Help 2 Company Systems Maintenance Company System REMMY Modify the Properties of Company Name Data Folders Printers GL Account Format Enter the company
74. ations menu bar that contains Help as a topic ds User Functions Control Options Window i mesercgem Entry The following is an example of the Monitor display screen 2007 2014 by Sentinel Hill Software all rights reserved 96 Series 5 Systems Management User Help System Access Monitor These are the users currently accessing the system as of 10 35 08 am Company GL Elapsed Username System Function Company Started Time SHSI4 LARRY IM Menu 10 33 42 7 04 08 SHSI4 LARRY Inventory Item Master 10 33 45 7 04 08 USER Monitor System Usage 10 34 38 7 04 08 USER Customers 10 33 01 7 04 08 USER Customer Open Item Inquiry 10 33 06 7 04 08 SHSI4 LARRY GL Menu 10 34 21 7 04 08 SHSI4 LARRY Trial Balance Report 10 34 26 7 04 08 SHSI4 LARRY G L Account Trs Inquiry 10 34 31 7 04 08 R K Processing Tip Should you discover that there are items listed but you know that there are no users in the system ask your Systems Manager to purges these records There is a System Maintenance function that will delete all the records used in displaying the items on this screen 2007 2014 by Sentinel Hill Software all rights reserved 7 1 98 Series 5 Systems Management User Help Systems Management Menu Functions All Systems Management functions are accessed from the Series 5 Main Menu At the top of the screen on the menu bar click
75. ave a data column formatted for Currency where signs will be displayed with 2 decimal places Q For Office 2003 Excel negative numbers are displayed with parenthesis around them LI For Office 2007 Excel negative numbers are displayed in red with parenthesis around them Where applicable in most of the Series 5 applications these new capabilities have been introduced Dec 10 2009 Import and Export functions to Excel Spreadsheets The Series 5 import export function offers the option to output input to an Excel spreadsheet If the user selected to launch Excel after exporting data the system incorrectly assumed Office 2003 was installed and it s Excel utility was being executed If you only have Office 2003 then this would not have been a problem The system now correctly detects the version of Excel to launch Nov 11 2009 DI Selecting Dates from Lookup Calendars When executing under Windows VISTA dates were not properly being returned The year was loaded incorrectly as year ZERO which resolved to a date falling in the year 2000 The problem has been fixed Oct 28 2009 pm Automatic Disabling of User who Fail to Correctly Logon As anew security feature as an option you may select to have users that fail to correctly log in to Series 5 after a specified number of times automatically disabled from logging in again Before they can use the Series 5 system again the System s Manager or Series 5 Gatekeeper must modify th
76. bar s click System Maintenance then from the drop down menu click User Logon Profiles to execute the Logon User Maintenancel d routine Then click the New button in the Fast Buttons frame 3 On the User s properties screen enter the User Code Password Email Address and other required fields 4 At this point you have only created the user s Logon profile The user must be given access rights to each Series 5 application To accomplish this you must execute each Series 5 system From the application s menu bar s click Control Options then from the drop down menu click User Access Privileges to execute the User Access Maintenance routine 5 From the User Access Maintenance screen perform the following steps e Atree structure listing all the User Logon Profiles that have been defined will be displayed Red heads have not been enabled yet The green heads already have access Highlight the red head that is to be set up for access Click the Enable button in the Fast Buttons frame then click the Select User push button e If this user should have full access to All Menu items set the applicable check box Then click the Add It push button in the right hand side of the screen e In the tree structure each menu bar title will be shown under the users now green 2007 2014 by Sentinel Hill Software all rights reserved Sustem Mairtenance Help Printer Queues Capture Windows Printers
77. basic processing screens about 67 background job processor 67 browsing reports 87 dispatching a job to batch 68 generating reports 81 monitoring who is on the system 95 report options screen 82 viewing archived reports 89 batch execution delayed processing 68 enabling users to access 44 job management 71 launching the Batch Job Processor 77 modifying job execution parameters 71 night processing 68 putting jobs On Hold 71 submitting jobs to batch 68 ef ClickYes Pro 77 company systems about 108 assigning printer queues tobe used 114 data files name extension 111 defining the G L Account format 116 defining the name and address 109 defining the use of AcuServer 111 initializing a company s data files 108 location of data fles 111 tutorial Adding a New Company 55 configuration variables 149 De date Lookup window 49 date range Lookup window 50 define user s environment variables 57 77 disable all users from loggin in 135 EE email Series 5 reports 85 emergency broadcast message 133 entering a range of dates 50 entering dates from a calendar 49 environment variables 149 executing jobs in the background about 67 batch job execute screen 68 the Batch Job Processor 77 ae force all users off the system 135 G G L Account numbers defining the layout 116 Gate Keeper 119 generating emails 77 H help getting help 28 HTML Help access 57 77 SE loginmessage 133 2007 2014 by Sentinel H
78. but the program does not use the spooler to format the pages You must use embedded control codes to handle formatting much as you would under UNIX if lt my queue name 3 gt The following variables are used to identify the default settings for the different types of special forms that may be printed Each variable must have 3 arguments as follows providing the Queue Name the Create Option and the Target output lt ccccc gt FORMQ lt Queue Name gt lt Create Option gt lt Output Target gt where 2007 2014 by Sentinel Hill Software all rights reserved 154 Series 5 Systems Management User Help lt ccccc gt is the Series 5 Company System code to which the variable is to be applied to lt Queue Name gt is one of the Series 5 Queues that has been defined lt Create Option gt is either RECREATE APPEND or DISTINCT lt Output Target gt is one of the following PRINTER Output to the selected Printer Queue PRINT Output to the selected Printer Queue ARCHIVE Output only as Archived DISK Output only as Archived PRINT amp ARC Output to the selected Printer Queue and HIVE have Archived BOTH Output to the selected Printer Queue and have Archived BROWSE Output to the Series 5 Browser ASCIIDISK Output to disk as an ASCII Text document WORDDISK_ Output to disk as an MS Word document PRINT amp WOR Output to disk as an MS Word document and D to selected Printer ARCHIVE amp W
79. d as either an MS Word document or a PDF document These sub documents may be generated at the same time totally independent from their normal printed versions When generated as Word documents or PDF documents MS Word Templates may be used to define the properties of the resulting document with watermarks and headers and footers Mar 15 2010 3 Import functions from Excel Spreadsheets The Series 5 import function offers the option to input from an Excel spreadsheet In any application that loaded data in this manner it was difficult to determine when all valid rows of data had been loaded The Excel import function has been enhanced so that it will correctly stop once valid rows of data have been loaded Previously the system would attempt to load up to 65 436 rows of data and when executing any given Import function it would appear as if the system has hanging Mar 03 2010 2007 2014 by Sentinel Hill Software all rights reserved Introduction 23 Printing of Report as PDF Documents All reports and forms that are generated from the Series 5 applications may now be saved as PDF documents This option is available only to users that have Microsoft s Office 2007 installed on their systems When the Print Options screen is presented click the Save To check box and select PDF Document from the associated Save As drop list Feb 23 2010 Browsing to Select Files and or Directories Functions All routines that offer the functi
80. d confirming the launch of the Job Processor 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help Batch Queue Jobs Manager Edit Yiew ShowMe Help Properties Start Batch Processor Terminate Batch Processor Purge Completed Jobs Edit Selection Options 1 00000061 Clear All Prior Queued Batch Job Service Handler All eligible jobs for the Company and Batch Execute Queue that you will select will be executed From this terminal 4re you sure you wish to proceed 2 Click the Yes button then the Job Service Handler screen will be displayed and you will be able to set a number of filters that are used to select particular jobs that are to be accepted By default All jobs wil be processed amp Queued Batch Job Service Handler Processing Status Execution Log Job Select Filters Systems GA O Selected Status Initializing Batch Execute Queue al Selected Company System All O Selected Ca 99 Kr 3 Click OK and the Job Processor will trundle off and wait for a job that it can execute K Processing Note 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 79 The Batch Job Processor when launched is executed as an entirely new task in it s own window You can switch back
81. day June 15 2006 9 38 AM Re Print Options Select where to have this report Re printed to ou may choose any combination of the possible destinations You may also select a range of pages and have the Archived Report deleted afterwards Direct Generated Document s to r Screen Browser Archive to Reports Manager F Print WPRINT3 v WinPrint Courier 10 Compress E WPRINTS G Standard Courier 10 pt Compressed PreCaptured Printer LASER_LAND hp LaserJet 1300 PCL 6 C Save to C Documents and Settings Larry Carlsen My Documents SHSIK UCC Save as MS WORD Document Send a copy to E Mail Recipient Re Print Options Re Print from page WH to e Delete the Archived Report after being printed Reprint Report 3 Enter the reprint options Basically you can either print the report or save it to disk as an MS Word or ASCII text file Notice that you can also specify a range of pages that are to be printed 4 Click the Reprint Report push button at the bottom of the screen 2007 2014 by Sentinel Hill Software all rights reserved 2 Series 5 Systems Management User Help Grid Display Search options You may search for specific records displayed in the grid using a number of relevant fields Click on the sjaje Search icon A search string may be entered for the following fields Sequence Report Name Grid Display Sort options You may c
82. dding a New Company SySteim cccceeeseeeeeeseeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeseeeeneeseeeeneeseeeseaeas 55 3 Adding a New User on a WorkStation cccccceeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeseeeeeeeseeeeeeeeeenseeees 57 4 Setting up a New Logon User eeeRREEEERRREEEERRRREEEEERRREEEEERRREEEEERRREE EE REE nnmnnn nnmnnn nnmnnn nnmnnn 58 Part V Accessing the Series 5 System Management Functions 62 User Og EE 62 2 Series 5 Main MCN wsiccesecs sects de cceestsieccecseecee endo aeaa a aeaa aaa aa aaa eaa aa E raaa yet iiaae Ea aanp acena 65 Part VI Basic Processing Procedures 67 1 Background or Night ProceSSilg cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeseaeeeeesees 67 Selecting Jobs for Background Processing cssscssseeseeeseesseeeseneseessenesseesenenseeseeeseeeseesneeeneneesseeeseersneesensens 68 Batch Job Manage me int 201 71 The Batch Job Process ob Seed SEENEN Eege 77 2 Report Generation and Printing 2 eecceeecece seen ee ee eee ee ee ee ee ee eeeeeeeeeeeeeee ee seeeeeeeeeeeeeeeeeenenes 81 Re port Options Screen cccscssssseveesseeseeseenessessessesseeseesoesaesoeseeevoevseeseeseeseasaesaesaeeseeseusaesaesaesaesaevaneaneanennesaasass 82 Re port BrOWSED EE 87 Archived Reports Manageme nt cccccecestsssesseseeseeseeeseeseessessessevseuseeseeseeseesaesaesaesaesenssaesaesaesaesseusnesnesnennenanse 89 3 Monitor System Usage SEENEN EEN EEN EEN ENEE REENEN REENEN seeaeeeeeseeeeeeeee
83. ds is just one of the many graphical Windows controls that are used 2 4 Getting Help There are a number of different sources of help in Series 5 In addition to this help file you can also access the Power Point tutorials and Sentinel Hill Software support 2007 2014 by Sentinel Hill Software all rights reserved Introduction To get started your main source of information should be this help file We have designed it to provide all the information you will need for using and learning the Systems Management Before contacting support please make sure that you really can t find the information you need here Thanks Displaying the help e The quickest way to display the help is to press shift F1 If context sensitive help is available it will be displayed automatically e Most screens will have a Help button that displays relevant information when clicked e On the Series 5 main menu screen and each application menu screen on the menu bar click Help then On Line Help Contacting Sentinel Hill Software support e Direct email support is available from the Sentinel Hill Software team at support sentinel hill com You can send an email to this address automatically by clicking on the support sentinel hill com graphic on the Licensing tab screen displayed after clicking Help About on each systems menu e If you have a Support Contract you may contact Sentinel Hill support center directly at 1 800 663 8354
84. e It can be found in E s5 util named Series 5 Accounting or copy one from another user s desktop SEWED Accounting 2 Right click the icon and on the pop up menu click Properties 3 You must edit the Target field and make sure the command has the following format e Acucorp AcuGT bin wrun32 exe c e shsi_etc cbicfgui y SM LIB y AR LIB y AP LIB y GL LIB y FA LIB Command Se de Argument lt COMPILERNAME e Acucorp AcuGT bin Is the program that executes gt Runtime wrun32 exe the Series 5 applications Configuration File c e shsi_etc cblconfigui e the location of the Series 5 Configuration file This should be a path to a mapped directory on your server that is accessed by all users System Management y SM LIB This defines the Series 5 Library management and core routines library It is mandatory Application Libraries y GL LIB y AP LIB y These are the Series 5 applications libraries For each application you intend to execute it s associated library must be present as an y argument 2007 2014 by Sentinel Hill Software all rights reserved Establish a Series 5 User on the Windows XP Client PC Once the PC is connected to the network the following steps are needed to provide the user with the ability to execute Series 5 applications x All Client Users These steps are required for both Thin and FAT Clients Creating the User s Personal Series 5 Working Directories
85. e 25 2012 This is accomplished by executing the following command from the designated DOS Command Prompt REGSVR32 EXE S5 UTILIMSCAL OCX where Windows Server 2003 amp C Windows Right click on the Command 2007 2014 by Sentinel Hill Software all rights reserved Introduction 15 2008 64 bit SysWOW64 Prompt and select Run as Administrator Windows XP and 7 C Windows Right click on the Command System32 Prompt and select Run as Administrator C Windows System a Reports and Forms generated as MS Word Documents All reports and forms that are generated as MS Word Documents may now have an assorted formatting properties applied to the text that is generated The following formatting capabilities may be applied e Formatting Regions defined as ranges of lines for a page may be formatted with a particular font type and size and be set as Bold Italic Underlined Shaded or as Reverse Video Up to 5 different regions may be defined and activated under program control as the page is being populated with text e Tab Sets may be defined consisting of up to 10 tab settings per line The types of tabs include Left Tab Right Tab Center Tab and Decimal Aligned Tab Up to 20 different Tab Sets may be defined and activated under program control as the page is being populated with text As the line of reporting text is output the tabs are inserted and any preceding spaces are removed This basically now allows the use
86. e Series 5 system a record is written into this file to indicate the program application being executed the time started and other information pertinent to successful operation PRINTQDF XXX This file holds the definitions of the Series 5 Printer Queues RECENTS XXX A number of maintenance and processing functions remembers the most recently accessed codes These are stored in this file RPTSMNGR DAT For every report that is generated and Archived a record is recorded in this file It holds information such as the name date and time created the author and a pointer to the file that holds the report SYSCNTRL DAT Holds the record that keeps the Series 5 System Control properties USERACC5 Xxx Holds the access rights of all users to all Series 5 systems USERNAME XXX Holds the master Logon User Code records WINPRNTD DAT Holds the Captured WIndows Network printer information WIZARDS DAT Hold the properties of any Wizards that were defined to any of the applications System Operational Variables Some aspects of the Series 5 S M system can be controlled through runtime configuration variables This mechanism provides a great deal of flexibility because these variables can be modified by each site as well as directly by an AcuGT program 2007 2014 by Sentinel Hill Software all rights reserved Configuration variables are maintained in a runtime configuration file This standard text file can be modified by the host s
87. e directory where the data files for this Company System are to be kept This can be a directory on any disk either on the system you are processing or on your network You may define many Company Data Systems and have their respective files all live in the same directory If you do this you need to make sure each Company is 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 113 assigned a unique File Extension It is probably wiser to set up separate directories for each of your company systems though Enter the full pathname to the directory The directory MUST exist before you define the Company System You may click on the Browse button to locate the desired directory Only those folders which are descendants of the root directory of that which is defined by the entry field can be displayed So if you wish to choose a folder on your C drive enter CA in the entry field before clicking the Browse button Setting the entry field blank or to a path that does not have a drive letter designation would result in only being able to browse descendants of the user s default working directory If you are using ACUSERVER on your system then you will need to enter the name of the server and the actual server path to the drive where the files are stored For example if your server was called HAL and the data was in DASHSIDATA you would specify the following Data File Path HAL D SHSIDATA
88. e operator will have the opportunity to select a Printer 2007 2014 by Sentinel Hill Software all rights reserved 102 Series 5 Systems Management User Help Queue from a list box that is displayed on the Printer Options Screen 82 The sequence number entered defines the ascending sort order by which each Printer Queue is displayed lf you do not wish to show this Printer Queue in the list then leave this field blank or set it to ZERO Captured Windows Printer X 12 When generating a report to a Printer Queue that outputs to a Windows or Windows NT networked printer every time selected the operator will be presented with the Windows Print Select dialogue If you wish to set up a Printer Queue dedicated to each one of your network printers or you do not wish to allow the operator to choose which Windows printer the report needs to be queued to you can assign a printer The Series 5 system lets you Capture a Windows Spooled Printer 1 assign a code to it Once you have the name of your pre captured printer you must enter into this field K Processing Note If you want to have any reporting functions execute as a Batch Job or in the Background and are using the Windows spooler you must specify a Print Queue that has a Captured Windows Printer assigned to it When a report is printed to this Printer Queue if this check box is set then a form feed or a blank page will be issued at the beginning of the report This opti
89. e three ways that a given Customer may be selected 1 Enter the Customer Code whose items are to be displayed in the grid 2 Click on the icon to have the Customer Lookup window displayed and select the desired customer 3 Click on the Find Prior or Find Next icons for the prior or next Customer Code on file with items to be displayed K Processing Tip When a grid application that offers a code to be selected is initially displayed that field is is normally blank If you wish to just display items for the 1st code on file click on the Find Next icon push button and the system will do the rest Search Function In all the grid based screen functions a Search function is provided 1 Click on the Search icon 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface ode 3 already defined 2 The Search window will be displayed Enter the string or number to be searched in the Find field and select the particular field of the given record to be tested Search Task Codes Description C M4 Units Charge Rate Omi NonCharge Rate SH Unit Cost Rate Tas Group Flag Invoice Section SA lnvoice Group 3 Set the searching options as desired and click on the Find push button If you rather just get a count of the of records that satisfy the search click on the Count push button 4 lf arecord is found then the grid will be refreshed with that item displayed Also
90. e will be used The User Logon screen will be presented but only the Password field may be displayed for keyboard entry If the given Series 5 User Logon profile has a blank password entered then the User Logon screen will not be presented at all Control will be transferred directly to the Main Menu screen If this option to use the Windows User Logon code is set user s would ONLY be able to log in to Series 5 using the client PC s Windows Logon Code The function to Repeat User s Logon found under the Main Menu s File drop down menu will be disabled Note however if a user has their System Management Access set to Full they would be able to Repeat User s Logon and sign on as a different user If this option is not set the User Logon screen will always be presented In this case the Username field will default to the string value assigned to the Windows user s SHSI_USER_NAME environment variable New Passwords After Days 9 3 Enter the number of days after which users must change their passwords If you don t wish to enforce this option enter ZERO Once the number of days has elapsed the user will have to ask the designated System Manger to issue a new password The user will be warned every time they sign on for a period of 21 days before it expires Disable User s Access after Logon Failures The system has the ability to disable users from logging in to the system if they fail to correctly enter their password a specified n
91. each file can have an MS Word Template applied These templates can provide headers and footers with graphics and can set up other formatting properties For any user that might be generating these Word documents they must have the dot template file installed on their PC in their C Documents and Settings lt PC UserName gt Application Data Microsoft Templates directory x Word Template dot files For users that generate Word document forms if templates are used they must be installed on each users PC If using Office 2003 these files have an dot extension If using Office 2007 the have a dotx extension You may wish to define templates for the following output forms The Configuration Variable is used to define the properties to assign to the MS Word document generated These include orientation font fontsize and the actual name of the template file to be used See the section on Configuration Variables 4 in the Appendix Application or Form Configuration Variable All Any report saved as an MS Word document EE SPECS Invoices generated and from the E Request MSWORD PI INV SPECS Server Di E Request Server generated Recap Reports ho ORD WEB AP SPECS A P Checks MSWORD AP CHECKS SPECS Statements generated for Dunning Letters MSWORD DUNSTM SPECS MSWORD AR STMT A R Customer PCA Canadian Customer MSWORD AR CD STMT Statements SPECS Custom PCA US Customer Statements MSWORD AR US STMT SPECS MSWORD GL FINS SPECS
92. ed the contents of the cell will be highlighted the operator may then key in the new value Bank Account Codes Maintenance File Edit Help Define Bank Account Codes Select to modify or delete or add a new Bank Account Code You may also generate a report listing the codes already defined Ext 3 Go To Bank Code with Code wa il ol l a ARCS afew acount ees es e E e a ee ee E 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface Standard Record Editing Functions Most of the grids in the Series 5 system s applications provide an Edit drop down menu from the menu bar This offers functions to Cut Copy and Paste the associated records belonging to the grid For codes maintenance applications there are also functions to Undo the last deleted item and to Undo the last edited item From the drop down menu under Edit in the menu bar click the desired function In most cases these functions are also available from the pop up menu displayed when a row in the grid is right clicked 5 Customer Type Codes Maintenance File 218 Help A P Accounts Maintenance File Edit Help Define A P Accounts used Select to modify or delete or ade You may also generate a report Select to modify or delete You may also generate ESCRO ESCROWS j ba Jenang RES Cut A P Account Record Copy A P Account Record Modify Delete Cut Fie
93. eeee 95 Part VII Systems Management Menu Functions 98 1 Printer Queues and Captured Printers ccccsecccece cesses ee aeeeeeseeeeeeeeaaeeseseeeseeeaeauenseeeeeeees 98 Printer Queue Maintenance scssssesecessersssssserssseesensnsersnsaeserseseesenaesensesaeseraesaeseeaesensesatseeaesansenaeseestsasserateataes 99 Captured Network Windows Printers Maintenance cccseeseseessssseseesseeseeseesessessevsevenvsneseeneesnesanseneaes 104 2007 2014 by Sentinel Hill Software all rights reserved Contents 3 2 Company Syste MS recicises cet scceews tl eaeecc ese yecetccetewe bd gs RANNAN ENA KAENA RANNA ENR ENEE AA 107 Company Systems Maintenance ccccesessseseeseseessessessevseveesseeseennesaesaesseseessoeseesaesaesaesaevanvaneanennesnesansneaes 108 Company Name Tab E 109 Data Folders Tab Scree finnur i E ethic EENS EES 111 Printers Tab Eet sde eege EE EE eh Eed 114 G l Account Format Tab Screen eer eae eA ENEE 116 3 System and User Logon Prope rties ccccccceeeeeeeeeeeeeeeeeeeeeeeeeneeeeeeeseeeeeeeseeeeeeeseeeeeeeneeeeees 118 System Control Options ou cece sseveeeseeseeseeseessessesseeseesoeseesoeseesaesaesaesaessessoesoesaessesseusevsnesneanesaesaesansaneans 119 Define System User s Menu Function cccesescsstesssesessesseeseesnesaesoesesaesseesesneeseesoesaesaeuseeseesaesaesaesaesanvanse 122 User Logon Profiles Maintenance inncan tao odesa daa kae eean Aaa a teaa aa naa ra Haka aaa
94. eir Logon Properties record This option may be selected with a new field found on System Control Options screen Oct 22 2009 User Logon Passwords Passwords now must contain at least one numeric digit and one alpha character and 2007 2014 by Sentinel Hill Software all rights reserved Introduction 25 be at least 8 characters in length Oct 22 2009 Import and Export functions to Excel Spreadsheets The Series 5 import export function offers the option to output input to an Excel spreadsheet If that output input option is selected and Excel is not installed on the user s workstation a message will now be displayed Previously the system assumed it was installed and when it attempted to call Excel to build read the spreadsheet the program would bomb out with an error This will no longer happen June 02 2009 Outputting Reports and Invoices as MS Word Documents Any Series 5 generated reports invoices statements etc may be output as an MS Word document For any MS Word documents that are generated a Template may also be specified as defined in a Series 5 Configuration file variable These templates must be installed on each users workstation in the C Documents and Settings lt PC UserName gt Application Data Microsoft Templates folder For users with Office 2007 these templates need an extension of DOTX For earlier versions of MS Office the templates need an extension of DOT The system has been enhanced so t
95. em failure of some kind widowed records will be left in this Monitor Access file and they will be displayed whenever the Monitor Utility is evoked If you would like to have these items removed there is a System Management function that will 2007 2014 by Sentinel Hill Software all rights reserved 7 6 3 Systems Management Menu Functions 141 do this for you From the Main Menu s System Maintenance drop down menu just click the Re Init Access Montior Files item You will first be prompted to verify that you really want to proceed Click the Yes push button if you want to proceed Note that all users should be off the system when you execute this menu item The prompt to re initialize the Access Monitor files SHS Series V Main Menu Selecting this option will recreate your system Program Usage file All records displayed by the Monitor Usage utility will be deleted All other users must be logged off the system at this time Do you really wish to proceed Re Initialize Use Profile Files In the unlikely event that your User Logon file needs to be recreated there is a System Management function that will do this for you From the Main Menu s System Maintenance drop down menu just click the Re Init User Logon Files item You will first be prompted to verify that you really want to proceed Click the Yes push button if you want to proceed The main reason you may want to execute this function is to delete the User Logon f
96. ement user menu access logging 119 who is using the system right now 95 user functions defining 122 executing 122 user logon entering anew passwords 62 expired passwords 62 logging user menu access 119 passwords 62 user logon profiles about 125 defining new users 125 forgot to set up a user with System Management access 141 passwords 125 purging allusers 141 setting temporary access 125 tutorial Adding a New User 58 W Windows printers about 104 capturing 104 network printer 104 Windows shortcuts 57 77 Windows VISTA environment variables 172 MS Word templates 172 user s default working folders 171 Windows XP environment variables 166 MS Word templates 168 user s default working folders 165 working with grids Fast Button frames 34 copy cut and paste 41 display items with different sorts 33 editing grid row fields 40 file properties 42 most recently accessed items 42 navigating through the data files 38 pop up menus 40 searching for particular items 36 selecting items for display 35 Undo deleted records 41 Undo modified records 41 2007 2014 by Sentinel Hill Software all rights reserved
97. equity revenue or expense etc 9999 gt Further classifies the account by description 999 gt Represent the Profit Center The Profit Center is defined as an entity within a company for which separate 2007 2014 by Sentinel Hill Software all rights reserved ns Series 5 Systems Management User Help 7 3 accounting records are maintained This includes profit centers cost centers or even divisions It is generally regarded as an internal component of a company which has income and expenses In the Series 5 applications the account number is made up of two parts the Main Account number and the Profit Center In the example 999 9 9999 is the Main Account number and the last three digits is the Profit Center The Main Account number can have from 4 to 18 digits and the Profit Center from 3 to 5 digits The Main Account number can be further divided into four segments In the example 999 9 9999 is made of three segments x Processing Tip In all Series 5 data records where G L Account Number fields are kept 23 digits of numeric data storage is assigned Regardless of the defined format the Main Number and the Profit Center are each stored right justified in 18 and 5 digit numeric fields respectively Field Definitions Main Account Number drop down list This is the main segment of the G L account number You can enter the definition of the code you wish to use with the numeric GC character 9 and the da
98. es the data files used and system variables that are needed for the system 2 1 Product Overview The Systems Management routines represent the heart and soul of the Series 5 applications The associated functions define the directory structure for storing your company s data files any Printer Queues to be used and the list of Logon Users that will be allowed to sign in to the the Series 5 applications Specifically the following features and controls are managed QO Entry of the Series 5 Activation Key LU Customization of the Series 5 Main Menu 2007 2014 by Sentinel Hill Software all rights reserved 2 2 Introduction 9 LI Define Printer Queues LI Define Captured Windows Network Printers LI Define Company Systems for Companies or Branch Offices that will be reported for LI Setting up User Logon Profiles Access to the User Logon Audit Inquiry Function O Setting Up system wide Access Properties LI Sending Broadcasting Messages to Users LI Disabling or Forcing Users Off the System The Systems Management routines are prerequisite to use of any of the the Series 5 applications Series 5 Features A brief summary of some of the major features of the Series 5 systems Accumulate data for Multiple Companies or Divisions The Series 5 applications provides support for multiple companies Separate set of data files are maintained totally independent from one another Within the G L system though multip
99. ese errors should be immediately reported to you System Manager or to Sentinel Hill Software s support team When reporting an error please attempt to record the following bits of information e What application you were executing e What menu item you were executing e What screen was being displayed just before the error was reported e What field or control your mouse was position on when the error occurred e What key or control was struck or clicked when the error occurred e If possible identify the Transaction record or Master Code record that was being operated on at the time e The error code along with the accompanying descriptive text if any K Please Take Note Ifitis at all possible you should get a screen shot of your screen with the error message displayed This would greatly assist in identifying the cause of the error 8 3 1 Application Error Codes Here is a description of the assorted errors generated from the application that will cause it to terminate abnormally Message Possible Problem Cod or e 24 Disk full for Indexed file There is not enough disk space allocated to the WRITE data folder the data file resides in 34 35 30 XX Hardware Error Failure There is a serious hardware failure The secondary code value xx is set by the operating system Disk full for Sequential file There is not enough disk space allocated to the WRITE data folder the data file resides in 35 File not found for Open
100. ess Maintenance The function to export User access summary rights to Excel spreadsheets has been enhanced Dec 15 2009 e When titles are output they will be formatted as bold in 14 point e When legends are output they will be formatted as bold in 12 point e When headers are output they will be formatted as bold and italic Automatic Disabling of User who Fail to Correctly Logon As anew security feature as an option you may select to have users that fail to correctly log in to Series 5 after a specified number of times automatically disabled from logging in again Before they can use the Series 5 system again the System s Manager or Series 5 Gatekeeper must modify their Logon Properties record This option may be selected with a new field found on System Control Options screen Oct 22 2009 User Logon Profiles Disable Logon Access As new property has been introduced to the User Logon Profile screen User is Disabled from Logon Access offers a check box which when set disables that user from logging into the Systems Management system This option is set by the system when a user fails to enter the correct password a given number of times see preceding enhancement entry Oct 22 2009 ez For 2008 On Line Help The Systems Management functions now have On Line Help You can access these help files from the assorted functions screens or menu bars Aug 2008 a Logon User Temporary Access Rights 2007 2014 by
101. eue are defined with the following screen 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 101 Printer Queue Maintenance Printer Queue PRINTER Modify the Properties of Enter the Printer Queue Code and it s description along with specific properties you wish to be assigned when chosen for reports that are generated The Queue Code M U S T be defined in the Series Y Configuration file Printer Queue Code PRINTER P SPOOLER k Lookup Sequence fi Description a GN Leave ZERO if printer not to be listed r Printer Open Options m 7 Captured Windows Printer th C Blank Page at Start of Report Canon MP780 Series Printer C Output System Generated Title Page Page and Format Options m Margins r Lines Per Page Override Use Printer s Defaults Physical Establish Lines Inch Set to ZERO for the Maximum Lines to Print Page WEEN RSR re fw Ts Printer Control Form o E tem Font Field Definitions Printer Queue Code X 20 This is the code that will be used to access this printer queue This must have already been defined in the Series 5 Configuration file This code will be displayed in the list box on the printer output options screen e o This is your description of the printer queue that will be displayed on the printer output options screen when selected Lookup Sequence 9 3 When a report is generated th
102. f 2 days After that it will no longer be valid You must request the key only when you are actually ready to proceed with the installation Should you receive an error when the Activation Code is entered you can identify the problem by looking up the error codes from the following table 1 heist EE of the key was incorrectly entered 2 The 2nd character of the key was incorrectly entered 8 Line key entered as expired It s too old ez The Series 5 About Screens Following the entry of the Activation Key the Licensing About screen will be displayed It displays the following bits of information QO Accounting Applications O License and of Users UO Installation Date QO Revision of Acu GT that is being executed along with it s serial O The date and time the executable runtimes were last compiled Q Email address graphic which when clicked will setup for an email to be sent 2007 2014 by Sentinel Hill Software all rights reserved m Series 5 Systems Management User Help About Series V Series Accounting Solutions Rey 5 06N from Sentinel Hill Software Inc Licensing File Folder Definitions Acknowledgements Copyright Notice Accounting Systems WM UP OP PO GL AP AR IM Licensed to Sentinel Hill Software Inc License 90001 of Users 10 Installed 871272008 by USER Sentinel Hill Software Inc of West Vancouver B C Canada p Copyright c 2005 20
103. ferent runtime configuration files In this case the different environments would execute totally independent of one another In particular the two variables that would provide total independence are SHSI_CTRL_PATH and CODE PRERX 2007 2014 by Sentinel Hill Software all rights reserved ep Series 5 Systems Management User Help Control and File Management Variables The following variables are used to define the location of different sets of files used by the Series 5 applications Those in red are critical to proper execution Variable Default or Description Sample Argument E wrun32 The name of the AcuGT runtime Used to build the command line for Background Job Execution d acctg comp The default directory used for import export for spiodir Series 5 Company System ccc This is also used as the directory where the form letters for Qo D oj 0O Ve oO H VD C ol Z 4 gt 2 SS A R Dunning Letters are stored ccc_ORTXT_PATH d acctg comp_ The default directory used for importing O P txtorders Text Orders for Series 5 Company System ccc ccc_TRXTXT_PATH d acctg comp__ The default directory used for importing A R and trxinput A P transactions for Series 5 Company System ccc ccc_IMAUDIT_PATH d acctg comp The default directory used for maintaining O P imaudit Inventory Audit files for Series 5 Company System ccc ccc_DUNLETTER_ d S5 dun The default directory used for maintaining A R PATH te
104. g types programs 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 123 e Windows utilities e DOS scripts V Main Menu for launching ystems E EEN My Own Setup System Maintel some type of Notepad d ata Calculator e e Excel transmission Word e Special ial Syst Upgrade Class Registrations customized TTT Color Tests These are User reporting SE ep E Functions defined for a DD Archive ransactions program to Upgrade Fish Assets particular user and are N Upgrade G L 2 IL displayed only on that compliment A Excel Interface test j users menu screens those ssets Upgrade PI provided Peace nik within the Glace gt S d XML Invoice Testing These are Syst em Series 5 Solitare User Functions applications aimed Systems Mgmt Files displayed on all user s e Upg rade ccess ma Accounts Payables menu Screens ament Management programs supplied by WW Sentinel Hill Software Inc ex The Define Users Functions Grid Screen The User Functions are managed with the following grid based screen Items are stored and displayed in the grid in the order that they will be shown in the User Functions drop down menu User Defined Function Maintenance Define System User Functions Specify utilities or programs that may be selected from the User Functions drop down menu off the MainMenu menu bar These will be made available to All users NewModiy ciear nem Move
105. ground Processing Only certain jobs have been set up to optionally execute using the Batch Job Processor These are mainly functions that generate reports or functions that need to be executed every night or those functions requiring extensive CPU processing K Processing Note Batch Processing is a feature that carried over from the days when processors were relatively slow compared to today As such only a limited number of functions have been setup to execute in this manner If there are any functions that you feel should be revised to execute in the Batch please make your request to the development team at Sentinel Hill Software Inc If an application has been set up for Batch Processing then typically on the last screen used to enter processing options there will be a prompt at the bottom Set the check box if you wish to execute the job in Batch If the user s access for the given menu item is set such that the job must be executed as a batch job the check box wll be set and disabled 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 69 Report ARAGING RPT Print an A R Aging Report Sc Report Options Good Bad Customers Customer Selects Demographic Selects Print Options i Select where to have this report printed to You may choose any combination of the possible destinations Reports that are Archived to the Reports Manager can be browsed or reprinted at
106. gt lt Template Name gt e The font must be defined on the clients PC e Orientation must be LANDSCAPE or PORTRAIT e The Template is an MS Word defined template and must be stored in MS Word s Template directory MSWORD AR STMT LANDSCAP Defined specifications for outputting A R SPECS E Courier Statements to an MS Word Document New 8 MSWORD CS INV PORTRAIT Defined specifications for outputting Cement SPECS Courier Shipment Invoices to an MS Word Document New 8 Invoice 2007 2014 by Sentinel Hill Software all rights reserved 158 Series 5 Systems Management User Help enges Te LANDSCAP Defined specifications for outputting A R Dunning E Arial Letters to an MS Word Document Courier New 8 Courier New 10 requisition d MSW ORD QEINV SPECS MSWORD WEB LANDSCAP Defined specifications for outputting E Request RPT SPECS E Courier server reports to an MS Word Document New 7 2007 2014 by Sentinel Hill Software all rights reserved For Series 5 Printer Queue XXX Outputs the speciifed bitmap file to the given row column of the Pixel Height page at the specifed pixel Height Width on every Pixel Width page of the report Filename Sets the default output target selection for all reports generated in Series 5 that are not programatically targeted The argument is an integer digit representing the desired target as follows To the printer Archived Both the prin
107. h the ability to execute Series 5 applications K All Client Users These steps are required for both Thin and FAT Clients 2007 2014 by Sentinel Hill Software all rights reserved Creating the User s Personal Series 5 Working Directories The user on this PC may have occasion to import or export data to from any of the Series 5 applications or they may wish to generate a report as an MS Word document The system is designed to default the directory path for these functions to a particular directory in the users designated Documents folder You need to create the applicable folders 1 Using Windows Explorer position to the users Documents folder in their Favorite Links 2 Create a new folder named SHSI 3 For each Company System that is being managed by the accounting system create a folder named with the same code used for the Company System For example this user has to 2 systems named PCA and UCC GO gt Larry Documents SHSI gt Bu Organize e ze Views e Burn Date modified Type 8 28 09 10 30 PM File Folder 8 28 09 10 30 PM File Folder E Pictures 9 02 09 7 43 PM File Folder D Music More Folders 4 Larry gt A AppData gt ap Application Data EB Contacts a Cookies E HU Desktop 4 E Documents Ai My HelpAndManual Projects b Ki My Music t ks My Pictures b Bl My Videos t mM Downloads A 3 items 2007 2014 by Sentinel Hill Software all rights reserved
108. hat if from the Series 5 Print Options screen MS Word output is chosen it will test for the occurrence of the designated template file for the particular type of output being generated If the template cannot be located an error message is displayed Previously if when generating the output the MS Word utility could not find the template the system displayed an evil looking message and would abort June 02 2009 Main Menu User Logon When a user fails to logon after 5 attempts of entering their User Code and Password the system exits Now as well an entry will be recorded in the User Access Log file April 04 2009 Encryption Decryption Function A new subroutine has been developed that provides the functionality to encrypt and decrypt data fields The algorithm used is based on a Vigenere Cipher This would be considered a strong encryption The subroutine is made available to any Series 5 application that requires encryption of any given data record field March 11 2009 Series 5 Grid Management Screens In any of the Maintenance or Transaction Inquiry routines that listed items in a grid whereby a given item such as a Customer Code or a G L Account could be selected lf there were no item on file to be listed sometimes transactions for the next item on file were being displayed but the entry field was not being updated This problem has been fixed Also now a message will be displayed indicating that no records were found
109. heck mark will appear next 2007 2014 by Sentinel Hill Software all rights reserved 7 6 136 Series 5 Systems Management User Help to this menu item Re click the same menu item to reset the function Whenever a transaction or master code is entered or edited the system will test to see if this condition has been set After 8 tests the following message is displayed After this message has been displayed 5 times the system will automatically back out the user from whatever menu screen they are working in My Own Setup EVER NOEs Help Printer Queues Capture Windows Printers Sentinel H Company Systems August 08 4 System Control Options System User Functions User Logon Profiles User Signon Audit Inquiry d Define Broadcast Messages Y l Disable Users from Loggin Sus E System Administrator Forced Logoff Customize Main Menu Re Initialize User Files I Gefr iss Licence The Series System Administrator is requesting that you stop whatever you are doing and log off the system immediately You will be terminated after 5 warnings Initialization and Setup The topics in this chapter describe functions to Customize the Series 5 Main Menu and to have the System s Licence established Users must have Full Systems Management access to execute these functions K Processing Note When the Series 5 system is first installed you will have to enter a Licence Activat
110. heduled to be executed at a different time and priority And they may also be marked as Re Occurring JobName General Select for Billing System Pl Submitted Du USER Company UCC Program BILLSELECT Batch Queue BATCH_INPUT F Priority Re Occuring No w C3 Low Nomal High Queued for Execution On faviovo6 Jra it ig Reset Status to WAITING Last Executed On Friday March 10 2006 at 1 22 37 PM gt 3 Edit any given field as required Note in particular that if a job has been placed on Hola or if it has completed you can click on the Reset Status to WAITING check box and the job will be executed at the next opportunity after the specified execution time 4 You can also view and edit the system command line that is used to launch the particular job This is the shell or Command Prompt command that is issued YOU SHOULD NOT NORMALLY EVER NEED TO EDIT THIS COMMAND LINE 5 Click the Update push button at the bottom of the screen Batch J ob Properties Screen Field Definitions Batch Queue drop list 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help The system provides pre defined Batch REPORTING v Queue names Each job may be dispatched BATCH INPUT to a particular queue to be processed Your BATCH_INPUT System s Manager may have defined multiple REPORTING queues each with different execute priorities Bac EEN or
111. hoose to have the items in the grid displayed using a number of sorts These include By Sequence By System then Report Name By Report Name Extension then System then most recent date By the date created with the most recent ones listed first To change the displayed sort order 1 Click on the heading of the column of data which is to be used for the sort Only those columns with a canbe used The column that is currently used for the sort has displayed DEK K CS Re E Serr we Le eme Grid Display and Purge Filters Screen Over a period of time your users will probably be generating a great number of Archived reports You can limit the number of items that are displayed in the grid The same filter fields are also available to the Purge function 1 Click on Selections in the Fast Button frame The Archive Report selection filters screen will be displayed 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 93 Archived Reports Manager Archived Reports Inquiry Selection Parameters You may specify selected parameters to limit the list of Archived Reports that are displayed r Systems Users CA Oal USER Selected O Selected gt Report Types 7 Date Generated Oall Oall From 4701 08 Selected Selected To 6730708 r Report Name s Matching Template D Enter the name of report s t
112. icable a Template The system has been enhanced to now provide for 40 character font names and template filenames Increased from 25 characters July 03 2013 Attach Supporting Documents function The ability to attach documents to different Series 5 Transactions Master Code records has been enhanced You may now attach an HTML file or a link to a Web Page Also when displaying JPEG or Bit Map files the Microsoft Office Picture Viewer Utility will be employed Also when adding a new attachment the system will default the path to a folder that should exist in the directory designated to be the Temporary directory associated to each Company System You should create a directory named Attachments in that directory if it s not already there Jun 27 2013 2007 2014 by Sentinel Hill Software all rights reserved m Series 5 Systems Management User Help a Series 5 Outlook Email Reading Series 5 applications may now make use of a new routine that provides the ability to read email from MS Outlook Currently used by the A P and O P Manager Approval functions emails are read that were sent from designated approval managers The internal driver used to read emails using calls to Microsoft Office Outlook The following capabilities associated to reading emails are now possible e Emails are read from program selected in boxes e Filters may be set to read only emails from selected Senders or emails with a specified characte
113. identify errors associated to the use of AcuServer Previously 9D 104 errors were reported as an AcuServer Connection Failure Now all 9D XX errors are identified and the 2007 2014 by Sentinel Hill Software all rights reserved Introduction applicable message displayed Jan 10 2012 a Reports and Forms generated as MS Word Documents All reports and forms that are generated as MS Word Documents are now created protected as Read Only documents A password may be used to un lock them Refer to the applicable documentation for further details Jan 10 2012 ez For 2011 Series 5 Import Export Routine The generic routine to handle importing and exporting of data to spreadsheet or character delimited files has been enhanced to provide for CSV files that do not have allow quotes around character strings Dec 12 2011 CALLEREQ Program The CALLEREQ program has been revised to call either the W M s E Request Service routine or the new P I s On Demand Billing Service routine It no longer resides as a program belonging to the W M system rather it has been moved into the S M System s Management directory and library Please ensure the correct compile script files are installed Nov 11 2011 Interfacing with MS Office Excel and Word The logic provided to launch MS Excel or MS Word has been expanded to handle the case where MS Office was installed in C Program Files x86 Microsoft Office Office Previously the sys
114. iles because you have defined a number of users but you do not have any Logon User that was designated with full Systems Managers access rights If you had reached such a state you basically would not be able to manage the Series 5 system The only way out would be to delete the User Logon file and start again to add your users Not forgetting to set up the 1st user with full System Management rights The prompt to re initialize the User Logon files SHS Series V Main Menu Selecting this option will recreate your system User Logon file Al User Logon records will be lost Do you really wish to proceed at this time Yes 2007 2014 by Sentinel Hill Software all rights reserved u Series 5 Systems Management User Help 7 6 4 Re Initialize Series 5 Licenses The system is controlled by a License Activation Key that defines the number of users and the Series 5 systems that have been purchased This key is provided by Sentinel Hill Software Inc at the time of installation or when additional licenses are purchased Initially when launching the Series 5 system for the first time you will automatically be prompted to enter the Activation Key If you purchase more licenses at a later date you must select this function to enter your new key From the Main Menu s System Maintenance drop down menu click the Re Initialize License item You will first be prompted to verify that you really want to proceed Click the Yes push but
115. ill Software all rights reserved 140 Series 5 Systems Management User Help 7 6 2 ae enter PD in the field Series 5 System drop down list Select the application which this menu item will be used to launch Accounts Payable Accounts Receivable General Ledger Proj Analysis Sub Ledger Professional Invoicing Inventory Management Order Processing Purchasing Order Control Fixed Assets Quick Invoicing WEB Access Management User Menu Program Prefix X 2 This 2 character prefix is used to determine the name of the application s menu program For a prefix of XX the menu program called is XXMENU When selecting any of the standard Series 5 applications the 2 character prefix is automatically assigned You can use any 2 character combination except for the following as they are used by the standard Series 5 applications AP AR GL PI IM OP PI PR FA QI and WM K Processing Tip Secret This icon thatis displayed for each defined XXMENU application on the Main Menu is loaded from a file named XXMENU BMP and resides in the designated S5 bin images folder Re Initialize Access Monitor Files The system attempts to keep track of all Logon Users that are currently accessing any of the Series 5 system applications and what menu function they are working with There is a Monitoring Utility that can be executed showing the users activity This information is kept ma file On occasion when there is a syst
116. ill Software all rights reserved logout message 133 main menu icons 137 master code Lookup window 44 MS Word Templates on VISTA and Windows 7 172 on Windows XP 168 P printer queues lt P SPOOLER gt or lt P SPOOLER DIRECT gt 99 about 99 adding 99 assigning to a network printer 99 captured Windows printers 99 embededed print control commands 99 lines per page settings 99 setting fonts 99 setting page margins 99 tutorial Adding a New Printer 54 R report generation about 81 archived reports 82 displaying to the screen 82 having reports emailed 82 85 outputting to a printer 82 report options screen 82 saving as a PDF document 82 saving as an ASCII text file 82 saving as an MS Word document 82 84 runtime errors about 160 Microsoft utility errors 163 system error codes 161 DE S M Menu Help menu functions 28 Sentinel Hill Software contacting 29 2007 2014 by Sentinel Hill Software all rights reserved Index 175 Series 5 activation key adding new licenses 142 re initializing 142 Series 5 Main Menu about 65 accessing System Management functions 65 entering anew password 62 expired passwords 62 loging in to the system 62 selecting a Company 62 Series 5 Systems Maintenance sub menu building broadcast messages 132 capturing network printers 98 company systems maintenance 107 customizing the main menu 136 define Users functions 118 disable users from loggingon 132 force users out of
117. ing Letters FMnnn INIT lt text string gt Report Print Form nnn Printer command string to Initialize print job FMnnn RESET lt text string gt Report Print Form nnn Printer command to reset printer FMnnn SELECT lt text string gt Report Print Form nnn Printer command string TRAY 1 to select paper from tray 1 FMnnn SELECT lt text string gt Report Print Form nnn Printer command string TRAY 2 to select paper from tray 2 FMnnn SELECT lt text string gt Report Print Form nnn Printer command string TRAY 3 to select paper from tray 3 FMnnn ODD PAGE _ lt text string gt Report Print Form nnn Printer command string HEAD for odd page headers FMnnn ODD PAGE _ lt text string gt Report Print Form nnn Printer command string FOOT for odd page footers FMnnn EVEN PAGE lt text string gt Report Print Form nnn Printer command string HEAD for even page headers FMnnn EVEN PAGE lt text string gt Report Print Form nnn Printer command string FOOT for even page footers FMnnn RPT DATE lt text string gt Report Print Form nnn Printer command string LINE for report date line 2007 2014 by Sentinel Hill Software all rights reserved FMnnn RPT TITLE lt text string gt Report Print Form nnn Printer command string for report title line FMnnn RPT lt text string gt Report Print Form nnn Printer command string LEGENDS for report legends lines FMnnn RPT lt text st
118. inment 168 Travel amp Entertainment Travel amp Entertainment Utilities Utilities Utilities Utilities Utilities Corp O H Utilities 168 Payroll Cahuenga Syndication Payroll T Guest Svcs Payroll TY Op s Admin Payrall T Post Coordinators Payroll T Account Managers Payroll T Reception Payroll Studio Guest Svcs Payroll Studio Op s Admin Use 710 80 202193 00 200 only Payroll Studio Client Svcs Payroll Stu Client Ser Rep wB GoTo Key 0730 00 900000 00 The main difference is the entry of the GoTo Key As each numeric digit is entered the system will attempt to redisplay showing the Li Ze Li Ze closest Goto Key account For systems with more than one G L Account Main segment enter either the Space Bar or the character to indicate entry of the next Account Bank segment Only the G L Account Main number is recognized Don t bother trying to enter the Profit Center portion In the above screen example you could have entered 730 or 073090 to have the system position itself in the grid as shown Once the number of digits in the G L Account s Main number has been entered the GoTo Key fields is cleared and a different number may be started 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface a 3 3 Date Lookup Window Throughout the Series 5 applications there is the need to enter dates With each date entry D field there will be a
119. inters Maintenance and the Company System Select if the user is to have System Management Access or not Bee ET Maintenance functions from the System Maintenance menu drop down sub menu You must have at least one As the System Manager be sure to give yourself FULL access user with Full Access rights Email Address larryc sentinel hill com The users email address and Email Ful Name Larry Carlsen name must be included it they intend on sending email from S gend User s My Documents folder Pathname a 2 any of the Series V applications This is the default folder when Exporting or Importing E Users Larry D ocuments SHSI data and when saving reports as Word or ASCII text files Default Import Export File Types EXCEL 2007 2010 Workbook You must define the user s UNIX home directory when Thin Client UNIX home directory Pathname On the UNIX system this directory is used to temporarily hold files executing as a thin client user with a UNIX server that are written or read from Series 5 that actually reside on the client s PC Files are copied to from the PC before after processing Des fea 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 127 Field Definitions Logon User Code X 15 This is the user s Logon Code Each time they wish to access the Series 5 system it must be entered Password Confirm New Password X 15
120. ion Key This is a code that will be provided to you from Sentinel Hill Software Inc If you purchase additional Series 5 applications a new Activation Key will have to be entered These functions are available from the Series 5 Main Menu as indicated 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 137 Le Systems Management sub menu gt Customize the Main Menuhin Maintenance d 1 1 EE gt Re lnitialize Access Monitor Files 140 Printer Queues S Capture Windows Printers tinel H Company Systems gt Re Initialize User Deel qust 08 System Control Options System User Functions User Logon Profiles gt Re lnitialize Series 5 License 2 User Signon Audit Inquiry amp Define Broadcast Messages t Disable Users from Loggin Force Users to Log Off Customize Main Menu Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence s Payal General Ledger ef 7 6 1 Customize the Main Menu Once a user has signed on the the Series 5 system the Main Menu is the first major screen presented It provides a menu bar and up to 15 larger icons that may be used to launch a given application The icons presented the accompanying descriptions and their placement are defined by a set of properties that your systems manager can manipulate ez The Main Menu Properties Grid Screen The
121. is the assorted accounting systems have made use of a graphical control known as a grid The grid control is basically a table that provides the operator with a list of the data records being worked with and controls to navigate through the associated file Individual fields may be edited pop up menus may be displayed for related functions and the cursor up down and Page up down keys may be used to move around rows and columns of data The screens that display these grids also offer a number of functions that the operator can manage or manipulate the particular records information These are fairly consistent throughout the Series 5 accounting systems Grid screens are typically developed for the following types of menu functions QO Master Code Maintenance routines QO Transaction Entry routines Data Inquiry routines QO Operations that require the operator to perform some type of function to easily set or edit properties of a specific type of data record Here is an example of a grid based screen that offers most of the controls typical of a Transaction Entry function In this case there are 2 rows in information for each data item being displayed 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface 33 Pm Standard Journal Transaction Entry Click to hide File Edit vi Hel e ee Coloured frame of Push Buttons of lt a the Window Standard Journal Trap i Menu Bar of ee 3 d J Entry Ses
122. isplay for selected Logon User or Series 5 application or just by Date e A Filters screen may be selected to limit the number of records displayed e A report may be generated e A Purge function is also provided ez The User Access Audit Inquiry Grid Screen The Access Audit records are displayed with the following grid based screen lt lt SS Fast Buttons me sins wins pi SU Set Filters for the records to ee mn jusen e Company Sytems Maatenanes KG i sosa oe ae ee ust 3 w sie en re e Bei usen CO 2 USER vum mr USER as een e Generate a report listing the Audit records Purge Purge Audit records for a History specified date range amp Access Audit Filter Screen The filters screen will be displayed for limiting the records displayed printer or purged 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 131 User Access Audit Inquiry Access Audit Items Inquiry Display Options Specify selection options to determine the items that will be displayed Audit Items Dated Include Audit History Items Matching For Company System Ir Foi g es Between 1701 01 H 12731706 For Logon User USER il Application Systems Management v Fields left blank are NOT considered in the select process Field Definitions Audit Items Dated radio buttons amp mmddyy entry fields Clic
123. it will be available to be assigned to a Printer Queue in the Printer Queue Maintenancel s i function ez Captured Windows Printerer Properties Screen The properties for each captured Printer are defined with the following screen a Captured Windows Printer Maintenance Dj x Captured Printer Code GLENDALE Modify the Properties of Using Captured WINDOWS Printers and assigning them to Series Y Print Queues relieves the operator from haying to select network printers each time a report is generated Captured printers must be available to all users on the network Series VM Capture Code GLENDALE Description Glendale Invoice Printer Port Glendale_Lexmark_S2455 Last Captured 3 30 06 Field Definitions Series 5 Capture Code X 12 This is the code that will be used to access this captured Windows Printer It can be any name you wish to dream up It should be a unique code that is associated in some way to the printer being selected This code will be used in the definition of a Series 5 Printer 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 107 Queue to associate this Captured printer with it eon mm This field is returned from the Windows System It will hold the description of the printer that has been captured as defined by your network administrator 7 2 Company Systems The topics in this chapter describe functions
124. jects From the display generate either a report or a spreadhsheet Pint Analysis Report Wee Show Totals for A R Accounts ei ajaj Go to Main Account C7 ACCOUNT NOT ON FILE CHASE BANK GENERAL ACCO 1 065 00 4 029 95 140 00 CHASE BANK GENERAL ACCO 152 594 86 221 305 21 346 083 58 ISA Paymentech Clearing Acc 0 00 L 101 00 ACCOUNTS RECEIVABLE ACCOUNTS RECEIVABLE 0 00 ACCOUNTS RECEIVABLE 9 996 00 INVOICED REVENUE CONTRC 9 996 00 FIRST UNION BANK DFS 93 701 10 WA FIL e FILING DISB PA SOS FILING DEPOSIT iLien CL DEPOSITS ON ACCO ALLOWANCE BAD DEBT d or display last accumulated 3 31 08 t Date Items listed by A R Account Code Lookup Window Throughout each of the Series 5 applications there may be master codes that must be entered into a field on a screen In most cases there will be an icon d of a pair of binoculars located to the right of the field If you click on the binoculars a Codes Lookup window will be displayed from which you can browse for and select a code Here is an example of fields with the binoculars icon for entering master codes in the Professional Invoicing system 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface 45 h m ma Aaa Project 10086 CITY BANK FORNEY E Click on the Enter the Project Code Descriptig binoculars or strike This project belo
125. k the Not Considered button or the Inclusive button with a date range Only those items within the date range specified will be processed printed or displayed For Company System X 8 Select only those audit records that were generated for users that selected functions while working in the selected Company System Leave the field blank if it is NOT to be considered as a filter For Logon User X 15 Select only those audit records that were generated for the selected Logon User Leave the field blank if it is NOT to be considered as a filter 2007 2014 by Sentinel Hill Software all rights reserved 132 Series 5 Systems Management User Help list Select the application for which it s audit records are to be viewed or processed Select the All Applications entry if not considered as a filter 7 5 Logon Control and Message Broadcasting All Applications Accounts Payable Accounts Receivable Customer Order Processing Fixed Assets Inventory Management Payroll Professional Invoicing Purchasing Receivings WEB Management Systems Management Class Registration Cement Shipments The topics in this chapter describe functions to have the system Broadcast messages to users to Disable Users from logging on to the Series 5 system and to actually Force a User off the system Users with Restricted Systems Management access can set Broadcast Messages but will not be able to control logging on off functions
126. l match any single character Use the character immediately before or after the or as the 1st character to match a string of characters Delete an Archived Report 1 In the grid navigate to the row listing the report that is to be deleted 2 Right click the row to have a drop down menu displayed then click Delete or just click on the Delete button in the Fast Button frame 3 A delete verification screen will be displayed Click the Remove lIt button to proceed 4 Both the entry in the tables and it s corresponding Archive file will be deleted Purging old Archived Reports Over a period of time your users will probably be generating a great number of Archived reports If you wish you may delete them to reduce the overhead make available more disk space or just to get rid of them 1 Click on the Purge button in the Fast Button frame 2 The Purge options screen will be displayed This is the same screen as used for the Grid Display filters 3 Click the OK push button The system will remove all reports satisfying the selected filters 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 95 6 3 Monitor System Usage TheSeries 5 keeps track of which users are currently logged into the system and what menu function they are executing This screen may be displayed by selecting Monitor System Usage from the drop down menu under any applic
127. ld Copy Field Paste Field K Warning The Undo Delete Undo Modify Cut Copy and Paste functions are only operable while working in the particular function If you exit the function associated to the grid when you return any Cut Modified or Deleted record may not be Pasted or Undone 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help Most Recently Accessed I tems Menu In the drop down menu under File in the menu bar most grid screens will provide a list of the last 6 items that were added or edited You can click on any one these to position to it Customer Maintenance Edit View Help Properties Print Import Export Bulk Email to Customers 1 000000 2 W17428 LASALLE NATIONAL 3 017930 LASALLE BANK NATI 4 017931 ABN AMRO SERVICES 5 017938 ABN AMRO SERVICES 6 266366 1346 RAILROAD 455 Exit Grid File Properties Menu Function In almost all applications using a grid screen the rows of data displayed represent a data record in a file The Properties function found In the drop down menu under File in the menu bar when clicked will display some properties about the displayed file 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface as G L Journal Entry Inquiry SIE Reports Edit view Help 1 ASSETS gt 2 LEDGEN
128. le companies may be combined for purpose of consolidation When users sign onto the system they select which Company System is to be worked with L Full User Access Security All users of the system will require a system Logon Profile record to be defined before they can log into the system using a password Passwords may be defined to timeout and be updated within a specified period of time Users must also have an User Access record defined for each of the Series 5 applications being run These User Access records provide access rights down to the menu level of the applications menu There is also the concept of a Gatekeeper When configured this user is the only Logon User that is permitted to update User Access rights but who cannot execute any accounting functions Q Batch or Background Execution Anumber of the Series 5 applications have functions that may be executed as a background or delayed night jobs These also can be set up to be re occurring at different time frames Jobs are executed using a Job Processor that can be 2007 2014 by Sentinel Hill Software all rights reserved 10 Series 5 Systems Management User Help A configured to service different Job Queues and run as multiple instances on different client computers User Defined G L Account ie 9999 99 9999999 999 The G L Account number is divided into two parts The Main Account and the Profit Center The Main Account can have up to 18 digits
129. le or MS Word file Emailed to specified recipients VV VV V WV Any combination of the above When a report is to be actually printed any of the Series 5 defined Print Queues may be selected An unlimited number of Printer Queues may be set up by your System Administrator Each Queue has a variety of properties associated that means you can pretty well print to any of your network defined printers using different fonts or margin settings Refer to the chapter on Defining Series 5 Print Queues in the Systems Management Help or manuals 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help Se Report Generation gt Report Options Screen s2 gt Report Browserl ei gt Archived Reports Management es 6 2 1 Report Options Screen When any kind of report or form output is to be generated the following window screen is displayed Repot VENDTYPE LST Print a list of the Vendor Type Codes currently on file Print Options Select where to have this report printed to ou may choose any combination of the possible destinations Reports that are Archived to the Reports Manager can be browsed or reprinted at a later date Direct Generated Document s to Iw Screen Browser Iw Archive to Reports Manager V Print Queue WwPRINT3 WinPrint Courier 10 Compress Standard Courier 10 pt Compressed PreCaptured Printer LASER_LAND hp LaserJet 1300 PCL 6 of Copies m
130. mplates Dunning Letter template files for Series 5 Company System ccc Ed d S5 bin runs The directory path in which the executable programs reside IAMESS _ x1 OK to Sell Text Lines of text displayed in O P when an item is out of stock and operator is prompted These are the 3 lines used in the prompt The x is used to allow for different sets of texts for different Inventory Activity Codes that may have been set up for the Inventory Item in question e A e0 eD e Active Obsolet Disconti Needs eF e nued Informat Foreca F eC ion sted Planned Cancel S ed Suppre ssed line 2 IAMESS_x3 OK to Sell Text isee above CO oO D m v JI m u x lt 2007 2014 by Sentinel Hill Software all rights reserved Appendix fines Pd HELP_PREFIX d S5 bin help The directory path in which the Help files reside een d S5 bin The directory path in which all bitmapped images images are stored LAUNCH_BCKGRN iwrun32 d c d This is the shell command that is used to D CMD s5 etc cblcfgui execute jobs submitted for execution in the Background Job Processor m THIN DRIVE MAP user larry data On thin client systems when attempting to print to or save text export to a file on mapped drive M which is mapped to a directory on the UNIX server then the file will actually be written to the directory path specified as the argument MANIFEST_IN_PAT d acct comp manif dir PI INV DESCN B
131. n client or one for execution as a FAT client or maybe both 7 Define any of the required environment variables lused for assorted defaults when the Series 5 applications are executed In particular the variable SHSI_USER_NAME is used to default the Signon User Code 8 Modify the Windows Register for the PC to specify the location of the HTML Help files on your network This is needed to bypass a Microsoft security feature found in Windows XP and Vista 9 If the user of this PC is going to be generating emails from the Series 5 applications you must install a 3rd party utility that deals with an emailing security 2007 2014 by Sentinel Hill Software all rights reserved 4 4 ER Series 5 Systems Management User Help feature found in Windows XP and Vista Basically unless the application is a Microsoft product when an email is submitted to Outlook a screen will be displayed warning the operator and asking them if it s OK to send the email There area number of 3rd party products that can be installed with which you can disable this message from appearing One such product is called ClickYes Pro that can be purchased by visiting www ContextMagic com 10 If the user of this PC is going to be generating reports or forms that are saved as MS Word documents then the MS Word Templates files with a DOT or DOTX extension must be copied to their system For users with Office 2003 the template is named as whatever
132. n icon of a calendar located to the right of the field vatos itAmount 2723708 f 2729708 Original Trs Entry Reference Fields a Code If you click on the calendar a Date Lookup window will be displayed from which you can choose a date Ledger Date wcument Date Date entry Lookup Window Here is the Date Lookup window Select Ledger Date Feb 2008 Feb x 2008 x Select a particular date by double clicking it on the calendar Select a particular Month or Year by selecting it from the given drop down list fields Move to the next or previous Years and Months by clicking on the navigate buttons at the bottom 2007 2014 by Sentinel Hill Software all rights reserved so Series 5 Systems Management User Help Exit without selecting a date by clicking on the Cancel push button 3 4 Date Range Lookup Window Throughout each of the Series 5 applications there may be a need to enter a range of dates In most cases there will be an icon D of a small calendar located to the right of the fields Here is an example of selecting a range of Ledger dates in one of the G L system s functions Set Display Filters Set G L Transaction Selection Filters __ G L Transaction Select Filters Transactions for this function will be included based on whether their respective De With Ledger Date O All Inclusive With Doc
133. n reorganized slightly to accommodate the new field Fields and display prompts associated to outputting reports to a Print Queue are now enclosed within a frame Where applicable in all Series 5 applications the size of display windows and or tab sub screens have been adjusted accordingly Dec 22 2009 Export functions to Office 2007 Excel Spreadsheets The Series 5 import export function offers the option to output input to an Excel spreadsheet Office 2003 Excel had allowed for 65 500 rows and Office 2007 Excel allows for 1 000 000 rows When exporting data the Series 5 system would 2007 2014 by Sentinel Hill Software all rights reserved 2 Series 5 Systems Management User Help automatically start outputting to a 2nd worksheet when 65 500 rows were reached The system will now switch to a 2nd worksheet depending on which version is being used As well the Spreadsheet VO routines have been enhanced to support up to 999 999 rows of data Dec 16 2009 Exporting to Excel Spreadsheets functions The logic used to export to Excel spreadsheets has been enhanced In the assorted Series 5 applications those functions that offer functions to export to an Excel spreadsheet have the ability to perform the following e Create multiple worksheets e Select a specific worksheet to be populated e Format titles legends and headers in larger fonts as bold and or as italic e Have data columns justified left center or right e H
134. nate G L Company System Code X 8 The Series 5 system allows you to maintain multiple Company Data Systems each with their own set of application files including G L If you wish to set up a common G L for all or anumber of the Company Systems you can do so You must initialize a G L for one of your Company Systems then you can have that G L used by all the other Company Systems This Alternate G L Company System field is used to specify the Company System Code of the Company System that contains the G L If the Company System you are defining will be the one that has the G L leave this field blank 7 2 1 3 Printers Tab Screen zz Company Systems Printers Properties Screen Define the valid Series 5 Printer Queues that may be used for this Company 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 115 Company Systems Maintenance Company System UCC Modify the Properties of Company Name Data Folders Printers GL Account Format You may designate that only specific Printer Queues can be used with this Company System If you wish to allow the use of all printers don t specify any and make sure you check the box below Available Printer Queues Selected w PRINTER PRINTER WPRINT3 CHECKFORM PIINVOICES CONLASERCHECK Select All lt Clear All Add gt APCHECKS12PNT of PIINVOICES lt Remove THEBIGPRINTERINBACK1 WDPRINT3 WDPRINT4 WDPRI
135. navigate forwards and backwards through the records using the Mouse Wheel If the Ctrl Key is also pressed while twirling the mouse 4 rows of data are skipped instead of just 1 If when you spin the mouse too fast and a Stack Overflow error occurs in the runtimes Configuration file add the variable PERFORM STACK 384 and it should work OK Note that this new feature is only available for systems with at least AcuGT Rev 8 1 3 July 27 2010 MS Excel System Error Recovery The Series 5 family of applications offers the ability to import to and export from an MS Excel Workbook document System error that could be generated while outputting to and or inputting from MS Excel documents were causing Series 5 applications to terminate with a not too friendly error message The errors that were particularly annoying were as follows e When importing from an Excel document with a filename selected from the application that did not actually exist and the operator had forgotten to Browse to choose the particular file e When a user attempted to generate output as an MS Excel document but they did not have MS Excel installed or it was installed in a location other than the default a fatal error occurred The import export routines have been enhanced to now capture any system errors that were being generated from MS Excel A reasonably friendly error message will now be displayed and the particular application will continue processing
136. nction DI User Access Gate Keeper The system now supports the idea of a Gate Keeper If turned on this user will be the only person that can access each of the Series 5 systems User Access Maintenance function However this use will not have any access to any of the applications functions The reasoning is to be able to provide extra control as to who will be permitted into the accounting software User Logon Profiles New properties include the option to allow temporary access through to a specified date the location of the user s home directory referred to as their My Documents folder and for thin client users the location of the users temporary home directory Thin Client aware The Series 5 has been implemented to offer the functionality of running under a thin client environment In particular the the thin client server may be a UNIX or LINUX server with the clients executing on MS Windows platforms Grid Screen Processing All master Code Maintenance and most operations are now executed making use of a Window s grid screen A grid is basically a table of rows that display anywhere from 10 to 25 records of data on the screen at atime The operator can easily navigate through the data files using a number of graphic buttons For these grid based functions there are searching capabilities editing functions menu bars and in most cases the ability to display records sorted in different ways The use of gri
137. ng Excel thinks this is the start of an equation that does not make sense If possible insert the Single quote character as the 1st character of the string being output Excel Class is not licensed for use When outputting a string to a spreadsheet there error 800A03EC was a or character in the 1st characte 8 4 Frequently Asked Questions No questions are currently on record 8 5 Setting Up a New Users PC WorkStation The Series 5 systems provides support for multiple simultaneous users Users may either be connected as a FAT Client or as a Thin Client In either case they will be sitting at a Windows based personal computer This topic discusses the steps to set up a FAT client executing from a Microsoft NT Server based system Installing FAT Client on a Windows PC In the lt COMPILERNAME gt FAT client environment the application is executed on the Windows PC The data is located on one of the servers on the network and is accessed on that server using AcuServer Building the FAT Client Shortcut ICON The user will be executing as a FAT client if the lt COMPILERNAME gt runtimes are to be executed on their PC and you do not have the thin client service software You must create 2007 2014 by Sentinel Hill Software all rights reserved 164 Series 5 Systems Management User Help a shortcut on the users desktop 1 Copy the shortcut that is provided with the Series 5 releas
138. ngs to the Locg the FE function key for the Lookup window Project Code aT Client Code 910086 Ei CITY BANK FORNE PO BOX 5 FORNEY TX PO Number Project Type Regular O Master Sub Ordinate Partner In Charge 40RGT fh RG THOMSON Project Leader al 006 TSM KL f wl Fie J Code Lookup Window All Lookup windows basically have the same characteristics and controls 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help Employee Codes Lookup Li Ze Li Ze 106 RM TSM 107 RM TSM 108 RM TSM 109 RM TSM A N HOLMES C H AGUERO E J ROBINSON E L MAGUSIAK F M CANCINO G G SORENSEN G L CONRAD J A MCDONELL J P CASEY LAURA ROBINSON LM BONILLA 110 RM TSM 200 DNA DOCUMENT RESOURCES ASSUMED N amp ME LOCAL ASSUMED NAME REMOTE BANKRUPTCY LOCAL BANKRUPTCY REMOTE CTY COURT RECORDS LOCAI GoTo Key Select a particular code by navigating to it in the window and double clicking the row or clicking the Select push button To exit the Lookup window without selecting an item click on the Cancel push button gt A Search window may be activated by clicking on the o binoculars icon Move through the codes in the window by clicking on the grid navigate bar icons on the right or the cursor up down keys or the Page Up Down keys If you know the 1st few letters of the code y
139. nt a PDF Document or a simple ASCII text file Save To 3 ZS Enter the name of the directory folder to which the saved to disk report is to be written This will default to the directory path defined in the Users Logon Profile established by your Systems Manager You may click on the Browse button to locate the desired directory Only those folders which are descendants of the root directory of that which is defined by the Save To field can be displayed So if you wish to choose a folder on your C drive enter CA in the Save To field before clicking the Browse button Setting the Folder field blank or to a path that does not have a drive letter designation would result in only being able to 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 87 browse descendants of the user s default working directory Save As drop down list Select to have the output saved as an Office Word document an Office Word document that is printed from Word as a PDF document or as an ASCII text file If chosen to Save to MS Word Printed then you must select the Captured Printer to which the report is to be printed To Captured Printer X 12 If chosen to Save to MS Word Printed then you must select the Captured Printer to which the report is to be printed This must be a valid network printer that was captured using the Captured Windows Printers maintenance function available from the Series 5
140. ny Name Data Folders Printers GL Account Format Define your own GL Account Number Format for this company Select a pre defined Template or specify your own Main Account Number i Profit Cost Center EEEE si 939 h The format for the G L Account may defined with up to 18 Main Number digits and either 3 4 or 5 Profit Cost Center digits The Main Number may be further divided into four sub account numbers which are indicated by inserting the character as desired The Main Number must be at least 4 digits long The 9 character is used to indicate valid account digits Spaces within the number will not be permitted Each of the Series 5 Financial Applications generate transactions that eventually are assigned to General Ledger Accounts In all system these accounts are referenced using Account Numbers General Ledger Accounts may be structured to facilitate various levels of accounting detail This might include multiple corporate entities departmental breakdowns by profit or cost center components or even financial statement classification For example you might have an account defined where sets of digits have significant meaning in the General Ledger Let s for discussion consider an account defined with the following format 999 9 where gt Represents the code for specific geographical regions 9999 999 gt Indicates the type of account classification asset 999 9 liability owner
141. o be selected where matches any character and a single may be placed before and or after the 7 to match any string le CASH JRAN 110507JRN or CASH_ 04 2 Set the applicable filters 3 Click the OK push button The grid will be redisplayed showing only those reports satisfying the selected filters Filters Screen Field Definitions Systems radio buttons amp drop down list Click the All button or the Selected button with a specific application from the drop down list Only those reports generated from the selected system will be listed Report Types radio buttons amp drop down list Click the All button or the Selected button with a specific report name extension from the drop down list Only those reports with their report name extension matching that which was selected will be listed 2007 2014 by Sentinel Hill Software all rights reserved o Series 5 Systems Management User Help Users radio buttons amp drop down list Click the All button or the Selected button with a specific user from the drop down list Only those reports generated by the selected user will be listed Date Generated radio buttons amp mm dd yy entry fields Click the All button or the Selected button with a date range Only those reports generated within the range of dates entered will be listed Report Name Template X 20 Enter a template to be used to match the report names to be listed The wil
142. oblem has been identified and fixed when importing formatted columns of data from spreadsheet If any headings were specified and they exceeded 22 characters in length the number being input and recorded was ZERO The problem has been fixed July 25 201 1 Generating Reports as MS Word Documents The Series 5 printing routines had the ability to generate output as an MS Word document This function has been enhanced to provide support for Office 2010 Word utility Now when presented with the print options screen and the operator chooses to Save To Disk they may choose to output as an Office 2007 2010 or Office 2003 Word document The system will automatically append either the DOCX or the DOC extension and generate the document using the correct file format June 14 2011 a Import Export Functions The import and export function has been enhanced to provide support for Office 2010 EXCEL utility Now when presented with the import export options screen the operator may select to load from or output to either an Excel 2007 2010 Workbook or an Excel 97 2003 Workbook The system will automatically append either the XLSX or the XLS extension and read or write the spreadsheet using the correct file format June 14 2011 Generic Search Function In all Series Series 5 applications where a grid screen is presented for the entry of transactions or the maintenance of master codes a Search function is provided This function has
143. ocessing Invoices For alese O Private Access Local Only to this PC Go To Invoice v fh el el Public Access Server Side to All Users Or for another example W Chart of Accounts Maintenance File Reports Edit View Help Define G L Accounts Select to modify delete or add G L Accounts for recording General Ledger transactions Accounts are also used for formatting Financial Statements List by Account Number G Go To the Account with Number he HI al el Note that different types of functions have different frame background colors BW Blue Active data Inquiry or Analysis E Burgundy Codes Maintenance RB Olive Green Archived transaction Inquiry E Aqua Marine Green Transaction Entry Selecting to Display Items Associated to a Particular Code In certain grid based applications you will be able to display only those items associated to a particular master code There is a field in which you can enter the desired code In the example the screen displays all Open Items for a selected Customer 2007 2014 by Sentinel Hill Software all rights reserved 36 Series 5 Systems Management User Help AR Open Item Inquiry Open Item Inquiry These are the un Purged Invoices and Payments associated to eag will appear on each Customers Statement eine J Payer ton RESEARCH INC Customer 901461 v ol tat ral HOUSTON TX TEE REECH ee e ee In this example there ar
144. on different processors Re Occurring drop list A job that has already completed may be set Ma w l up to have it automatically re occur at one of No the defined intervals After it eventually Hourly 9 5 executes it will automatically re queue itself to Daily Mon Fri execute Note that any date parameters or at Dag ci e aa kl filters associated to the application will Mannie automatically be updated based on the given Priority radio buttons interval chosen The priority will determine how quickly the batch request is executed The default setting is determined from the User s access properties for the given application Queued for Execution Date and Time mm dd yy You can set to have this job execute at some designated time of a particular date If a job has completed or if it has been placed On Hold then you can reactivate it and have it execute again Depending on the function you may have to re edit the Job Parameters to set up correct dates of report options Grid Display Search options You may search for specific records displayed in the grid using a number of relevant fields Click on the a oi Search icon Asearch string may be entered for the following fields Job Name Job Number 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 75 Grid Display and Purge Filters Screen If your company makes use of Batched Jobs o
145. on different servers or to each of the client PCs you must assign exactly the same name in each case ez The Captured Windows Printers Maintenance Grid Screen The Captured Printers are managed with the following grid based screen Eile Edt Help Capture your WINDOWS printers Select to modify or delete or add a new Captured Printer You may also generate a report listing your Captured Printers Exit mame Fast Buttons Albany Invoice Printer 3 30 06 BALTIMORE Baltimore Invoice Printer 3 30 06 CHICAGO nastvi26001 CH T644 03 3712 08 COLUMBUS Cant ice Printer 12 14 07 GLENDALE Glendale Invoic R 3 30 06 LARRYTEST HN T616 03 11 28 07 NEWYORK Men York Invoice Printer 12 14 07 PRINTERS HP Laseset5 10 26 07 SACRAMENTO Sacramento Invoice Printer 7 25 08 Add a new Captured Printer Code laser55 HN T616 03 12 04 07 laser59 HN 7616 09 12 04 07 laser59check HN T61609 12712707 Modify Modify the Captured Printer highlighted in the grid D elete Delete the Captured Printer highlighted in the grid items are listed in order by Capture Code Print Generate a report listing the 2007 2014 by Sentinel Hill Software all rights reserved 106 Series 5 Systems Management User Help Captured Printers already defined Re Have the printer re Capture Captured Once a captured Windows Printer has been defined
146. on is only applicable for older drum type tractor feed printers Output System Generated Title Page check box You may have defined the Printer Queue Code in the Series 5 systems Configuration file to designate a Command Prompt command or utility to be used to print a report If that command provides an argument that causes a banner page to be generated setting this check box will turn on that switch to have it printed If using the P SPOOLER or P SPOOLER DIRECT designation this option does not apply Lines Per Page Physical 9 2 Setting a value to this field will define the number of lines that physically will be able to print on the page The system uses this number to adjust the height of the printed font of a given line Note that the font is not scaled but it is simply printed in the specified vertical space The value entered basically establishes the number of lines that will print per 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 103 inch The printable area is based on the page height minus the physical margins of the page For an 11 inch page with 1 2 inch margins at to the top and bottom entering 60 lines per page yields 6 lines per inch If using the P SPOOLER DIRECT designation this option does not apply Lines Per Page Max of Lines per 9 3 Page logical When generating reports or forms the Series 5 system generally determine the number of lines th
147. onE LsT DOC 20 KB Attachment Options Attached to this email is the AR report TERMCODE LST as a Microsoft WORD document generated by USER at 4 00 pm on 7 03 08 for Company UCC K Protected MS Word Documents When reports of forms are output as MS Word Documents they are generated in protected Read Only mode If you really need to un protect it the password is SENTINELHILL 2007 2014 by Sentinel Hill Software all rights reserved s Series 5 Systems Management User Help Field Definitions Screen Browser check box Set the check mark to have the report displayed to the screen using the Screen Browser utility Set the check mark to have the report output as an Archived Report This may later be viewed and or reprinted from the Reports Manager Print Queue check box Set the check mark to have the report output to a printer Print Queue drop down list Select the the Series 5 Printer Queue to which the report is to be output to of Copies When outputting to a Printer Queue you may specify how many copies are to be printed You can print up to 9 copies This is a feature that is offered only on WIndows XP Vista and Windows 7 and is dependant on the type of printer and it s drivers When multiple copies are chosen they are printed collated Save To check box Set the check mark to have the report output to a disk file or folder on your system as either an MS Word Docume
148. onality to click a Browse button to present the operator with a window from which a directory or a file can be selected have been revised Under Windows 7 the clicking of the Browse caused a nested input of events syndrome to occur In effect repeatedly displaying the browse window The logic for these routines have been revised to avoid this problem Jan 28 2010 Encryption Decryption Function The subroutine has been revised to now handle 8 digit numeric seeds This was done to accommodate the A R system that now has 8 digit documents numbers All existing encrypted fields will still be able to be decrypted Jan 24 2010 ez For 2009 Printing of Reports in Series 5 The Series 5 printing function has been enhanced to offer the option of printing multiple copies of reports forms invoices orders etc A new entry field has been added to the print options sub screen labeled of Copies You may select to have up to 9 copies printed These copies printed will be automatically collated K Multiple Copies The ability to have the system print multiple copies is a a feature thatis provided as a function of the Windows operating system and the driver for your printer If either does not support multiple copies then setting a value other than 1 will have no effect This feature is available only to users executing on Windows system either directly or as thin clients As well fields on the Print Options sub screen have bee
149. ose jobs generated and processed by by the selected queue will be listed Execute Date radio buttons amp mm dd yy entry fields Click the All button or the Selected button with a date range Only those jobs that executed within the range of dates entered will be listed Putting a Job On Hold If a job has not yet executed and for whatever reason you want to put it on hold you can do so Perhaps to change a parameter or priority 1 In the grid navigate to the row listing the Job to be put on hold 2 Right click the row to have a drop down menu displayed then click Hold or just click on the Hold button in the Fast Button frame 3 Ahold verification screen will be displayed Click the Put On Hold button to proceed 4 The Job s status will be set accordingly 5 To re activate the Job you will have Modify it and click the Rest Status to WAITING check box Purging old Completed J ob Control Records Over a period of time your users may have generated a great number of Job records If you wish you may delete them to reduce the overhead make available more disk space or just to get rid of them 1 Click on the Purge button in the Fast Button frame 2 The Purge options screen will be displayed This is the same screen as used for the Grid Display filters 3 Click the OK push button The system will remove all those jobs satisfying the selected filters 2007 2014 by Sentinel Hill Softw
150. ou are wanting you can type these and the grid will redisplay showing the item closest to the Goto Key that you have typed To reset the Goto Key string strike the ESC key of click the Reset pushbutton 2007 2014 by Sentinel Hill Software all rights reserved 1 D I 108 RM TSM T 109 109 RM TSM 10ANH AN HOLMES 1OCHA CH AGUERO 10EJR EJROBINSON 10ELM E LMAGUSIAK 10FMC F M CANCINO G L CONRAD LAURA ROBINSON LM BONILLA 110 AM TSM Key 40 The Basic User Interface se oTo o m G L Account Lookup Window For Lookup windows offering a G L Account to be selected a similar window with the same characteristics and controls is displayed 2007 2014 by Sentinel Hill Software all rights reserved ER Series 5 Systems Management User Help re F A Accounts Lookup 0 m 0725 95 001700 00 900 0725 99 000355 00 100 0725 99 000355 00 200 0725 99 000355 00 300 0725 99 000355 00 400 0725 99 000355 00 900 0725 99 000360 00 100 0725 99 000360 00 200 0725 99 000360 00 300 0725 99 000360 00 400 0725 99 000360 00 900 0725 99 000365 00 300 0730 90 303020 00 400 0730 95 101012 00 100 0730 95 101014 00 100 0730 95 101016 00 100 0730 95 10101 7 00 100 0730 95 101018 00 100 0730 95 20201 2 00 200 0730 95 20201 4 00 200 0730 95 202015 00 200 0730 95 202022 00 200 0730 95 202023 00 200 Projrct Expense R amp D Travel amp Entertainment Travel amp Entertainment Travel amp Enterta
151. ou can switch the window to a Brief display From which you can switch back to an Expanded display Queued Batch Job Service Handler Status Waiting Started 9 50 pm on Tuesday July 15 2008 Total Requests serviced 1 C Show the detail for requests being serviced Enable Night Time Hibernation 11 45 pm 5 30 am Switch to Expanded Display Job Select Filters Screen Field Definitions 2007 2014 by Sentinel Hill Software all rights reserved 6 2 Basic Processing Procedures 81 Click the All button or the Selected button with a specific application from the drop down list Only those jobs generated from the selected system will be executed Company System radio buttons amp drop down list Click the All button or the Selected button with a specific Company for which job records are to be executed Batch Execute Queue radio buttons amp drop down list Click the All button or the Selected button with a specific Batch Queue Only those jobs submitted to the selected queue will be executed Report Generation and Printing Most of the Series 5 applications generate reports or forms that need to be printed The system offers a variety of options for selecting the format in which reports are generated and how they are actually to be printed Reports may be generated as follows Viewed by the Series 5 Report Browser Printed to a selected printer Archived for later reference Saved as an ASCII text fi
152. p about the particular screen Note that help may not actually be available in all cases where offered in the drop down menus Aug 10 2008 Broadcast Messages The Series 5 Broadcast messages have been increased in size You may now specify 3 lines of 80 character lines of message text to be displayed The files used to hold these messages have been renamed to be EMERGENCY DAT and BROADCASTS DAT Aug 10 2008 Application User Access Analysis Export A new function has been introduced to each applications User Access Maintenance function You may now Export to a spreadsheet an analysis table of users access rights Each row of the table is a menu item and each column is a Logon User It provides a quick snapshot of which users have access to any particular function July 15 2008 User Access Logging 2007 2014 by Sentinel Hill Software all rights reserved z Series 5 Systems Management User Help As an option your systems manager can turn on the option to log user access to all the systems menu items June 15 2008 Major Systems Management Features not Found in Series 4 a New Storage of Archived reports When a report is generated and Archived it is stored as an ISAM file rather than as an ASCII text file You will only be able to access and reprint the report using the Reports Manager The plus for this is that when browsed after the fact it is easier to navigate through the file and make use of a search fu
153. pany may then be selected when logging in to Series 5 7 At this point you have only created the Company System The files for each Series 5 application must now be established To accomplish this you must start the Series 5 main menu for the new Company System Then for each accounting application to be used perform the following steps SHSI Series V Main Menu p The AR Control File is not available Either you are positioned in r the wrong directory or the AR system has not yet been initialized e Click on the application s icon Execute the 4 R Control File Maintenance now e A message will be displayed advising that the given Control File is not available and asking if the Control File Maintenance should be executed Click on the Yes push button Another message will be displayed indicating an error 35 Click the Yes push button to proceed e The Control Preferences function for the selected application will automatically start Enter the applicable properties for your accounting environment e When finished execute that application s menu to return back to the Series 5 main menu Repeat this process for each application to be set up for the new company x Processing Tip 2007 2014 by Sentinel Hill Software all rights reserved 4 3 Quick Start Tutorials You can create a Test Environment by adding a company system called TEST Then copy all the files from one of your live companies to
154. ptional Template that might be applied to the document when itis created Refer to the chapter Setting up for MS Wordin the Systems Management Help or manuals If templates are used to format the output to MS Word or PDF documents they must be installed on each user s individual client PC On Windows XP clients these must be saved to the C Documents and Settings 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 85 lt PC UserName gt Application Data Microsoft Templates folder On Windows VISTA and Windows 7 clients these must be saved to the C Users lt PC UserName gt AppData Roaming Microsoft Templates folder For users of Office 2003 the file must be named witha xxxx dot extension For users of Office 2007 or later the file must be named with a xxxx dotx extension 5 When a report is saved to disk you may also select to have the generated disk file email to a given recipient Set the check box accordingly After the report is generated the window to send an email will be displayed You can select the recipient s and edit the text of the message and click the Send button to send the email S Report TERMCODE LST 4 00 pm on 7 03 08 Message Plain Text Efx File nsert Format Tools Actions Help This message has not been sent larryc sentinel hill com X Subject Report TERMCODE LST 4 00 pm on 7 03 08 Attach E rermc
155. r can navigate through the particular data set perform a variety of different functions execute sorts and choose different display sorts all from these grid based screens Ka Using the Series 5 Systems Management can be fun 2007 2014 by Sentinel Hill Software all rights reserved 2 3 Introduction d Don t believe it Give it a try History of Enhancements Over the lifespan of the Systems Management system a number of major enhancements and minor fixes have been applied Following is a brief summary New and Different Enhancements and Fixes to the Systems Management Functions ez For 2012 a Using Windows Logon Usernames Anew option has been introduced to the General System Settings properties screen You may now define to have the Series 5 system use the client s Windows Logon Code as the User Code for signing in to Series 5 If set when Series 5 is launched the Windows Signon Code will be used The User Logon screen will be presented but only the Password field may be displayed for keyboard entry f the given Series 5 User Logon profile had a blank password entered then the User Logon screen will not be presented at all Control will be transferred directly to the Main Menu screen For systems that are set to use the Windows User Logon code user s would ONLY be able to log in to Series 5 using the Windows Logon Code The function to Repeat User s Logon found under the Main Menu s File drop down menu will be dis
156. r in connection with any information storage retrieval system without the permission in writing from Sentinel Hill Software Inc 2007 2014 by Sentinel Hill Software all rights reserved 6 Series 5 Systems Management User Help e Copyright 2008 2014 An Unpublished Work by Sentinel Hill Software Inc Printed in Canada 2007 2014 by Sentinel Hill Software all rights reserved 3 Series 5 Systems Management User Help 2 Introduction The topics in this section provide some basic information about the Systems Management system what it is for and what you can do with it CO How to get started gt See Getting help z for details on using this help and getting more information gt Study this Introduction chapter and The Basic User Interfacels2 sections to familiarize yourself with the basic screen operating controls gt Then work through the Quick Start Tutorials 541 to familiarize yourself with some basic operations you will need to perform Learning more gt See the Basic Processing Procedures ei section for detailed instructions on the options available for generating reports importing exporting data background processing building Wizards and User Access rights gt See the lt APP gt Menu Functions s i you guessed it for the the detailed instructions on each of the Systems Management Menu items gt If you really want to see the Appendix A section for a list of error cod
157. r string within the Subject line e Up to 3 attachments may be read and passed to the S5 application e Sub folders withing a designated In Box may be created by the system e Emails may be deleted or moved to different sub folders May 26 2013 ez For 2012 Series 5 Import Export Functions D When importing or exporting data fields from to MS Excel after the process has been completed the EXCEL EXE process was not being terminated due to a problem with Windows or there is some secret function to do so The problem has been fixed Now when Excel is launched from Series 5 it s Process Id is detected and once the import export is completed the process is Killed using a system call using the TASKKILL DOS command Nov 12 2012 Series 5 Import Export Functions When importing or exporting data fields from MS Excel tab delimited or CSV data files the system will now handle text fields up to 200 characters in length Sept 18 2012 Series 5 Launching Microsoft Calendar The Series 5 Applications make calls to the Microsoft Calendar routine to display a calendar and accept the operator s selection of a date In order to make use of this feature the Microsoft Calendar must be registered on all client computers executing Series 5 MSCAL OCX may be found in ms ocx on the AcuGT Extend 9 xx installation CD for Windows If you cannot locate it on the release CD a copy is included in the Series 5 release directory in S5 UTIL Jun
158. re that all bitmap files in the bin images folder have uppercase file names Series 5 File Error Handling Routine The logic used to report serious file VO errors has been enhanced to correctly identify the full folder path for any sequential text files that might be generated Previously in some cases the error message displayed incorrectly showed the path that was assigned as the Data Files Directory assigned to the Company System This problem has been fixed Jan 30 2012 Series 5 Directory Folder Selection Browse Feature For any application that requires entry or selection of a directory path a Browse push button is presented The operator could click this button and the Windows Folder browse dialogue window would be presented Previously only descendants of the user s default working folder are shown The system has been revised to now display only those folders which are descendants of the root directory of the Directory Path field associated to the Browse button So now if you were to enter C in the Directory Path when the Browse button is clicked you would be able to browse any directory on your computer s C drive Setting the Directory Path blank or to something other that a drive letter designation would result in only being able to browse descendants of the user s default working directory Jan 18 2012 Series 5 File Error Handling Routine The logic used to report serious file VO errors has been enhanced to
159. ries 5 systems a given user must have a User Logon Profile established Every user that needs to access any of the applications must first sign on to the system with a User Code and Password The Logon Users properties include their name password email address and assorted options associated to use of the system Only users with full System Management Access rights will be able to maintain the User Logon Profile records This properties that are associated to each User Logon include the following the following e Logon User Code and Password e Temporary Access e Disabled Access to the System e System Management Access Rights flag e Email Address and Full Email Name e The path to the user s My Documents folder e Thin Client user s UNIX home directory x Processing Note Having a Logon Access record only guarantees access to the Series 5 Main Menu To select any particular application a User Access record must also be defined for that application In each application s Help see the topic Defining User Access Rights under User Access Managementin the chapter titled Basic Processing Procedures 2007 2014 by Sentinel Hill Software all rights reserved me Series 5 Systems Management User Help The Logon User Maintenance Grid Screen The Logon User records are managed with the following grid based screen P Series V Logon User Maintenance Manage your Users Logon Info Select to madly or delete or add a new Se
160. ries V Logon User You may ao generate a repat stna the Users dened onle Et _ Fast Buttons COMDEX GATEKEEPER aen E E i Add a new Logon User Modify the Logon User highlighted in the grid Delete the Logon User highlighted inthe grid Generate a report listing the Logon Users that are already defined Once a Logon User is defined it may be used for logging in to the Series 5 Main Menu Logon User Properties Screen The properties for each Logon User are defined with the following screen Se E Series V Logon User Maintenanc arim Logon User Code LARRY Modify the Properties of Si Set this check box if the user Last Signon will be allowed access to the system only for a short period of time A User Logon profile needs to be created before a user can access the Series V Accounting systems Maintain their password and of most importance set the System Manangement Access rights for normal users should be NONE 4 01 13 10 57 47 AM z L User Code This check box gets set by the ee BO system if the user fails repeatedly to enter his correct password when loggin in Allow ONLY Temporary Logon Access Password e ee ee ee e e E User is DISABLED from Logon Access to the system System Management Access Users with Restricted Access will be able to select only the Printer Queue Maintenance the Captured Windows Pr
161. ring gt Report Print Form nnn Printer command string HEADERS for report headers lines FMnnn USER CODE Report Print Form nnn Printer command string 1 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 2 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 3 string gt for User defined action at Line ii FMnnn USER CODE Lii lt text Report Print Form nnn Printer command string 4 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 5 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 6 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 7 string gt for User defined action at Line ii FMnnn USER CODE Lii lt text Report Print Form nnn Printer command string 8 string gt for User defined action at Line ii FMnnn USER CODE Report Print Form nnn Printer command string 9 string gt for User defined action at Line ii FMnnn USER CODE Lii lt text Report Print Form nnn Printer command string 10 string gt for User defined action at Line ii MSW ORD DEFAULT SPECS LANDSCA Defined specifications for outputting Series 5 PE reports to an MS Word Document Courier Arguments are lt Orientation gt lt Font gt New 8 lt Fontsize
162. rning screen displayed The following screens show the ClickYes Pro display screen and the setup screen for the lt COMPILERNAME gt system 2007 2014 by Sentinel Hill Software all rights reserved 170 Series 5 Systems Management User Help WK_Accounting cyp ClickY es Pro Bisi x Eile Application View Help Oe bel 3 2 Old Application Name State Functions Executable File Active Read sen C Program Files Microsoft Office OFFICE1 1 EXCEL EXE KI Active Read sen C Program Files Microsoft Office OFFICE11 OUTLOOK EXE E Read sen C Acucorp Acucbl 720 4cuGT bin wrun32 exe W WINWORD Active Read sen C Program Files Microsoft Office OFFICE1 1 WINWORD EXE Process ID Status O 4176 Process enabled Outlook enabled CDO enabled 9780 Process enabled Outlook enabled CDO enabled Application Properties 2 Ea Application Application Name bet 55 Get Application executable file C Acucorp Acucbi720 AcuGT bin wrund2 exe CS Email Functions JW Allow access to e mail addresses JV Allow sending e mails on your behalf k JW Allow recipient name resolution JV Allow Outlook automation and scripting JV Allow CDO messaging Run JV Enable this application when Click es starts e a Establish a Series 5 User on a VISTA or Windows 7 Client PC Once the PC is connected to the network the following steps are needed to provide the user wit
163. rrupt The file has become corrupt for some reason You must use the AcuGT s vutil utility to rebuild the file Contact your Systems Manager or Sentinel Hill Software support for assistance From a DOS or UNIX prompt you will need to issue the command vutil32 rebuild filename OC Max number of locks The max number of files that can be locked has specified been reached Either the configuration variable MAX LOCKS should be increased or an application programming error has caused the By default MAX LOCKS is the same as MAX FILES Internal error from host file An internal error has occurred when attempting to system access a file over the network using AcuGT s 2007 2014 by Sentinel Hill Software all rights reserved Acuserver running on the primary server The most likely problem is that the host server network is down or the host server file server process has failed Contact your Systems Manager The xx is the host system s error code 8 3 2 Microsoft Utility Errors TheSeries 5 systems internally makes calls to Microsoft s Word and Excel utilities On occasion these utilities will report an error which causes the application to abort Here are the documented errors that have been encountered to date From Possible Problem Word Unable to satisfy the When attempting to print a document directly from Word and a problem exists on the network or the remote printer is probably not turned on of the stri
164. s and give deny access rights Sept 24 2008 e The Enable and Enable Like functions have been simplified In each case you now just highlight the Red head that is to be given access rights and click the Enable or Enable Like push button or right click and select the desired function from the pop up menu For the Enable Like function a drop down list will be presented from which you can select the user that already has access rights whose rights are assigned to the new user The Copy function has been simplified If you highlight a Green head user that is already enabled and select Copy from the Edit menu s drop down menu you will be able to select one of the users that has no access rights in drop down list that is presented The Copy is basically the reverse of the Enable Like function e For Green head users that are already enabled when right clicked the pop up menu has 2 new functions Set All Items to Full Access Set All Items to No Access These will make it easier to set up and maintain the users access rights e A pop up window will now be displayed when any given menu item in the tree is right clicked You will be able to set the access to either No Access or to Full 2007 2014 by Sentinel Hill Software all rights reserved Introduction Access directly without having to edit the properties sub screen User Access Maintenance The Series 5 User Access has been enhanced to support up to 25
165. sh character You can also select one of 39399999 9999 99999 99 the pre defined codes from the drop down list OTHER Profit Cost Center drop down list This is the Profit Center segment of the G L account number Select the desired of digits from the drop down list System and User Logon Properties The topics in this chapter describe functions to manage the Series 5 Control Options define Logon Users and set up links to custom developed routines and or other Windows utilities 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 119 These functions are available from the Series 5 Main Menu as indicated Deeg Help Le Systems Management sub menu Printer Queues gt System Control Options r S Capture Windows Printers S tnel tl Company Systems h gt Define System User Functions 221 Just 08 4 EE gt User Logon Profiles Maintenancel d System Control Options gt System User Functions User Logon Profiles User Signon Audit Inquiry d Define Broadcast Messages l Disable Users from Loggin Force Users to Log Off Paid Tiny Pro Customize Main Menu Control Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence LNG Tj OG d eneral Ledger 7 3 1 System Control Options The Series 5 system provides for a number security issues that enables it to meet certain levels of certification
166. sion APA eee coe Se Transaction Ledger Date 2 29 08 List by Joumal ID GoToTraswithJID Transaction Document Date 2 29 08 q transaction ate Refresh the grid display with the record of the key that is entered here List By drop down list to have he tems MESSENG APACCR 2 29 08 Get dal aca displayed sorted in window to enter a search string different orders search Click to Refresh the grid display to the 1st record satisfying and filters and update any applicable status fields Grid Navigation Push Buttons to position to the next prior Item or Screen of to the Start End of the list aa Dauke riek a aven en 2308 gt Right click a field in ary 7 tow to have the to have a pop up menu displayed associated record edited offering applicable functions that E APACCR 2230 can be executed Aen DEES Kales ae z ees Ikea SD E A A items displayed in the grid PT Z T T Stats barcisplays the Sot ll Option and the current Search ECH Field and String Items are listed by order entered List By or View Options Menu In those grid applications where the items may be displayed using different sort criteria click on View in the menu bar for a drop down menu of selections or make the selection from the List By drop down list 2007 2014 by Sentinel Hill Software all rights reserved s Series 5 Systems Management User Help Trial Balance Preview Report
167. ss gt Setting Up a new Users PC Workstation 8 1 Series 5 System Control Files These files are used to hold the control information to manage the Series 5 systems The are found in the directory specified for by the Configuration variable SHSI_LCTRL_PATH Series 5 System Control files Filename Description ACCESAUDIT DAT Holds the Users Signon Audit Log records BROADCASTS DAT Holds the Broadcast messages that are displayed when users sign in or out of the system COMPANY DAT Holds the Company Systems master control records There is one record for each company defined in Series 5 EMERGENCY DAT Holds the Emergency message that may have been defined JOBQUEUVE DAT Holds information about each Job that has been queued to be executed using the Batch Background Processor CODSELCT XXX Used by those applications that offer record filtering screens If aset of random codes are selected as filters they are stored temporarily in this file 2007 2014 by Sentinel Hill Software all rights reserved 8 2 ms Series 5 Systems Management User Help T WEE FLEXCTRL XXX Holds the definition of the G L Account Number LINUSEAG XXX Created when the Series 5 system is first installed and created Records in this file are allocated to users to guarantee they receive a unique processing ID number This number is used in temporary files and or keys that might be created fo this user PRGUSEAG XXX When users sign on to th
168. ssword The following screen will be displayed eben e New Password Confirm New Password Passwords must contain at least 8 non space alphanumeric characters with at least one being a numeric digit and one an alpha character You cannot use the same password you have had for the past 3 times 2 Enter your old password 3 Enter your new password in both fields presented There are a few rules about the password you are allowed to use v The password must contain at least 8 non space characters v The password must contain at least 1 numeric digit and 1 alpha character 2007 2014 by Sentinel Hill Software all rights reserved Accessing the Series 5 System Management Functions 65 v You cannot use the same password that you have used for the last 3 times v The password will time out after a pre determined period of time As setup by your Systems Manager v Ifyou fail to enter the password correctly after a number of tries as setup by your Systems Manger you will be disabled from logging in You will have to contact your System Manager to have your profile re enabled 4 Click OK to proceed 5 2 Series 5 Main Menu The Series 5 Main Menu screen provides each of the bitmap buttons for each application that has been defined on your system The System Management functions are accessed from the System Maintenance menu bar item amp Series 5 Main Menu Printer Queues Capture Windows Prin
169. stem defined then it will automatically be selected for them When defining a Company System you will be supplying the following information e Company name and address e Data directory folders where data temporary files and archived reports are to be stored e Filename extension to be used for the data files e The Series 5 Printer Queues that may be used for this Company System e The definition of the G L Account that is to be used K Processing Note If you intend or managing the accounting for more than one company then be sure to assign a Company Code that will make it easy to identify the particular company These codes will be presented in a drop down listwhen users start up the Series 5 system ez The Company Systems Maintenance Grid Screen The Company Systems are managed with the following grid based screen 8 Company Systems Maintenance Fie Edt Help Manage your Company Systems Select to modify or delete or add a new Company System Em You may also generate a report listing the Companies on file arer Los Low Kee Fast Buttons fall Rapai eeben Decssing Code company ata Directoy rath el ieee Add a new Company Comdex Visitors Customers _ s4 est comden 2SYSTEM2 a Test Company 1 C s5 test company0l data Test Company 2 C sSMtest comparyl2 dats company Test C As8Mest companyO2 D H n Ge Modify Modify the Company DAVES BOOKSTORE C s5 accting data D D Modem Software Inc d eM test moder d
170. tem only looked in in C Program Files Microsoft Office Office Oct 03 2011 Series 5 Email Generation A number of different application functions offer the ability to automatically generate and send emails This includes the emailing of invoices purchase orders statements customer quotes reports and other messages The internal driver used to send emails has been enhanced to generated and send emails using calls to Microsoft Office Outlook rather than to the MAPI library As a result the following capabilities associated to sending emails are now possible e Emails may be sent as Plain Text Rich Text or as HTML e Emails may be generated when executing as either a thin client of FAT client e Emails may now be sent with copies going to Cc users and Bcc e The text message associated to emails are now loaded from user created maintained data files rather than being coded from within the application software These text files may be either plain ASCII text or HTML files and contain up to 8192 characters Except for specific types of emails these files MUST BE LOCATED in the directory named Email Templates located in each Company System s designated reports directory e Provides support for 120 character email addresses and 140 character subject line 2007 2014 by Sentinel Hill Software all rights reserved 1 Series 5 Systems Management User Help Sept 20 201 1 Importing Numeric Cells from Spreadsheet A pr
171. ter amp Archived to be Browsed Only to disk as an ASCII file 17 Todisk as an MS Word 2003 document 19 Todisk as an MS Word 2003 document amp Archived 26 To disk as an MS Word 2007 document 30 To disk as an MS Word 2007 document amp Archived 35 To disk as an MS Word 2007 saved as a PDF file You would typically have the argument set to either 1 2 or 4 Web Server Control and File Management Variables The following variables are used to define the location of different sets of files used by the Series 5 CGI service routines executing on a Web Server eee Default or ee pa ee Gees ument P DEPRE PREFIX oe shweb Kee DEE path in which the executable oe Pa BEER programs reside The full path and filename which is used to log messages generated by the system by CGI service routines executing on a Web server lf 1 then messages are output to the execution error log file Should be set to zero unless specifically need to debug the 2007 2014 by Sentinel Hill Software all rights reserved 10 Series 5 Systems Management User Help execution of CGI service routines WEB COMPANY 1_ 40 The Series 5 Company code assigned to Web Company 1 Code embedded in Web Page ID codes WEB COMPANY 2_ 50 The Series 5 Company code assigned to Web Company 2 WEB COMPANY 3__ SHSI The Series 5 Company code assigned to Web Company 3 WEB COMPANY 4 The Series 5 Company code assigned to Web Company 4
172. ters Company Systems Sentinel H August 08 4 System Control Options System User Functions vailable User Logon Profiles User Signon Audit Inquiry 3 d Define Broadcast Messages k f Disable Users from Loggin LA Force Users to Log Off Pro Customize Main Menu Re Init Access Monitor Files Re Init User Logon Files Re Initialize Licence oF gt yu aw W ie General Ledger Select the desired S M application by clicking it s associated graphic or choose a Systems Management function from the drop down menu 2007 2014 by Sentinel Hill Software all rights reserved Basic Processing Procedures 67 Basic Processing Procedures Throughout the Series 5 system applications a variety of functions provide standard processing options screens Those that apply directly to the management of the systems are are documented in this chapter and it s related sub topics A description of other Basic Procedures are found in the Help provided for specific Series 5 systems Basic Processing Options gt Background Processing 67 gt Report Generation and Printingl si Background or Night Processing Many of the Series 5 applications provide the ability to execute a number of their reporting and processing functions in the background as a batch job You might choose to execute an application as a Batch Job so that your terminal may be free to be used for other activity or so that
173. the Search Backward Forward icons will be enabled and you could then search back or forward by clicking on the appropriate buttons op at eat al 2007 2014 by Sentinel Hill Software all rights reserved 3 Series 5 Systems Management User Help 5 The current search string and name of the field tested is displayed in the status bar at the bottom of the screen Total Debits 42 128 369 07 Net Change Total Credits 42 128 369 07CI Closing Balance Grid Navigation Buttons To move through a file of records that are accessed or displayed using the grid use the Navigation Buttons found at the right side of the screen Click The next grid row Cursor Down Key or rotate the mouse wheel towards you 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface 39 Down 4 grid rows Hold the Ctrl key and rotate the mouse wheel towards you eae EE the mouse wheel awa Hold the Ctrl key and rotate the mouse wheel The prior grid row Up 4 grid rows awa Click bottom down button The 1st row of the next screen The 1st row of the current screen or the row just before the 1st row of the current screen The last row of the next screen Page Down key or click the lower dl down button The 1st row of the prior screen Page Up key or click the top upper dbl down button The 1st record on file Hold the shift key and click the
174. the test directory This way you can test new releases of software without affecting your day to day accounting files Adding a New User on a WorkStation The Series 5 systems provides support for multiple simultaneous users Users may either be connected as a FAT Client or as a Thin Client In either case they will be sitting at a Windows based personal computer The following steps are needed to establish a PC for use with the Series 5 applications 1 Have your Systems Manager or Network Manager define the network printers that need to be accessed from the PC 2 For FAT Clients if the lt COMPILERNAME gt runtimes are to be kept on each PC load the lt COMPILERNAME gt product from the Acucorp s release CD 3 For thin Clients load the lt COMPILERNAME gt thin client program atcinst exe from the Acucorp s release CD or from the Acucorp s web site 4 Establish any mapped drives that point to directories where the data files the lt COMPILERNAME gt executables or the Series 5 runtimes live 5 Create the user s personal Series 5 working sub directories sl in their designated My Documents folder There needs to be a directory named SHSI and underneath that a separate sub directory for each Series 5 Company System that will be accessed by the user 6 Create the Windows screen shortcuts that will be used to launch the Series 5 applications You would have either one for execution as a thi
175. tings Properties Screen Define the Security control properties with the following screen Security Set control properties associated to the type of security that you need to establish for your accounting users V Use the Windows client Logon Username for access to Series 5 New User Logon Passwords are required afte 60 days e Set to ZERO if to leave to the descretion of the user Disable a User s Access Rights after repeated Logon failure attempts of Logon Attempts ER D J Enable User Menu Access Logging Next Access Log ID H 22278 Designated Gate Keeper Specify the Logon Username of the individual that will be designated as the ONLY person that will be able to access each applications User Access Privileges function This user WILL NOT have access to any other menu items in any of the Series 5 applications Also this user will be the only one that can update this Security tab s options Gate Keeper Logon Username JOEGATEKEEPER E Leave blank if you do not wish to establish this security feature 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 121 Field Definitions Use the Window s client Logon Username checkbox You may choose to have the Series 5 system use the client s Windows Logon Code as the User Code for signing in to Series 5 If set when Series 5 is launched the Windows Signon Cod
176. tions A R Control Preferences Define Demographic Codes JUser Access Privileges he My Scheduled Menu Items e D Window tenu ltem Access Properties Zontrol Options Sub menu Item User Access Privileges S _ Access Rights Full d O None h 2007 2014 by Sentinel Hill Software all rights reserved e Series 5 Systems Management User Help 5 Accessing the Series 5 System Management Functions In order to use any of the Series 5 system applications each user must go through a sign on process The following steps are required 1 Signon using the users assigned User Code and Password 2 Select the Company System that is to be processed lf only one Company system is defined then this step is not required 3 From the Main Menu screen click the appropriate icon of the system to be executed Ce Using the Series 5 System gt User Logon Screensl 62 gt Series 5 Main Menul 6s 5 1 User Logon Each user must first log in to use any of the Series 5 applications Wi Key Information Your Systems Manager or designated Gate Keeper must first create a User Profile before any user can sign on to the system ez User Logon Screens 1 Click onthe Series 5 application icon that has been set up on your desktop 2007 2014 by Sentinel Hill Software all rights reserved Accessing the Series 5 System Management Functions 63 SE Series 5 Accounting
177. ton if you want to proceed You will then be required to enter a password The prompt to re initialize the Access Monitor files SHSI Series V Main Menu 9 You will need an Activation Key For this Function Are you we sure you wish to Re Initialize the system Line Useage files and the Series Licensing file at this time mmm mmm Enter the appropriate password to proceed Re Initialization Authorization Please enter the Re Initialize Password o CRIN Try the SHS 800 phone number The SHSI Activation Key Entry Screen An Activation key must be entered in order to initialize the Series 5 system This key will be supplied to you by Sentinel Hill Software Inc when you wish to install the software It is case sensitive and must be entered exactly as supplied 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 143 Enter SHSI Activation Key SHSI Activation Key M_ IUUE 82GTj amp 7 Licensed Company Name Sentinel Hill Software Inc e Processing Tip In order to activate the Series Y application software you must enter an ACTIVATION Ke This alphanumeric key code Secret can be obtained by contacting Sentinel Hill Software Inc at 1 800 863 8354 Please ensure that you enter each character correctly This Activation Key is encoded with the date issued From the date received it will be valid only for a period o
178. top up button The last record on file Hold the shift key and 2007 2014 by Sentinel Hill Software all rights reserved elle KAES awe 63 Ge d ted en TS GC 31 07 lt Period 03 Year End Dec 2007 al 7 Lt THE REYNOLDS amp REYNOLC GREAT AMERICA LEASING A CE CITICAPITAL BTF MAHWAH Net Change 15 104 00CR 4 Series 5 Systems Management User Help E Grid Row Pop Up Menus For most of the grid based menu item screens you can right click a given row to have a pop up menu of the functions that would be applicable to the record represented in the row E GA Journal Entry Inquiry File Reports Edit View Help G L Transaction Journal Inquiry View Ledger Transactions using a variety of methods Print or export transactions for selected D Accounts or Projects Add attachments Comments or Follow Up flags to individual items E Wm os Espen G L Account 008 5100 040 x Al gl Gees Le Go To Tras Dated Wi List by Account Date Newest first al la E KEREN View Original Document Add view Comments SetjClear Flags Jn Tas aL Fn a Sub Query by JE Source For Fiscal Period 3 01 07 3 31 07 lt Period 03 Year End Dec 2007 O For Selected Dates e Editing Cell Contents Directly on the Grid In a number of code maintenance applications descriptive fields may be edited directly on the grid If this is allowed when those particular cells are double click
179. tput as an Office 2007 or Office 2003 Word document The system will automatically append either the DOCX or the DOC extension and generate the document using the correct file format For users that have Office 2007 installed the default File Type will be the Office 2007 Word but they may choose either Office formats For users that do not have Office 2007 installed the default File Type will be the Office 2003 Word and they will not be able to choose Word 2007 or the PDF formats May 20 2010 a Automatic Sending of Emails 2007 2014 by Sentinel Hill Software all rights reserved 22 Series 5 Systems Management User Help The Series 5 system has the capability of automatically sending emails Emails are sent by making a call to a MAPI Library which in turn sends the email using Microsoft Outlook If the receiver s email address is prefixed with LN or Ln indicating that they are Lotus Notes users then instead of using MAPI a DOS command call is made using the command line defined by the runtime configuration variable DOS _MAIL_CMD to actually send the email Within this command line there are pseudo variables that would be replaced with the Subject Receivers Name and Address and the path to an Attachment This capability has been enhanced to now provide for sending the email with 2 attachments The new pseudo variable ATTACHMENT2 will be replaced with the full path to a 2nd attachment if applicable May 03 2010
180. umber of times If checked a field is displayed offering you to enter the of failures before the user is disabled Their Logon Properties will have to be edited by the Systems Manager or Gatekeeper to allow them to log in again of Failed Logon Attempts 9 1 lf a user attempts to Logon but fails to enter their User Code Password correctly this number of times then they will be disabled from logging in The system has the ability to log every time a user selects any the Series 5 application s menu functions It records the date time User Code Company application and menu ltem There is a User Signon Audit Inquiryl 291 function that displays these records If you turn this option on be aware that after a period of time the access log file will 2007 2014 by Sentinel Hill Software all rights reserved 122 Series 5 Systems Management User Help 7 3 2 grow quite large Make sure that it is purged at least once a year Next Access Log ID 9 12 This is a number assigned to each log entry so as to provide each with a unique key Designated Gate Keeper X 15 The Gate Keeper if specified is one of your Logon Users that has been chosen to be the person who manages the access rights to all of the Series 5 application s menus If set up they are the ONLY user that will be able to access the User Access Maintenance functions of each of the applications The Gate Keeper will be the only user that will be able to
181. ument P BO BCC Between Entered as Credits If you click on the calendar a Date Range Lookup window will be displayed from which you can enter the starting ending dates or choose from a variety of different date range possibilities from a drop down select field Date Range Lookup Window The window for entering a range of dates or selecting one form a drop down list 2007 2014 by Sentinel Hill Software all rights reserved The Basic User Interface 51 2 Select Ledger Dates Date Range v From To j 7701208 7 7731 08 7s You may choose or set a given date range using a variety of methods Enter the dates in the From and To fields Click on the little calendar icons to have a calendar displayed from which a data can be chosen e Click on the Prior or Next push buttons to adjust the dates accordingly e Choose a particular date range from the drop down list 2007 2014 by Sentinel Hill Software all rights reserved 52 Series 5 Systems Management User Help Select Ledger Dates Date Range Current Month v ALL Dates Dates Entered From To 7 01 08 el 7731 08 Earliest T o Date Today Current Week Current Month Current Month Last Year Current Quarter Current Quarter Last Year Current Year Month To Date Quarter To Date ith Year T o Date Year To Date Last Year Last Month
182. unting System Please be advised that the network will be shutting down today at 2 00 pm Central Time Please make sure you finish your work and are logged off by then We are installing new routers to imporve the speed over the network When Logging Out As the holiday season approaches we wish you all a Happy Holiday and a Prosperouse New Year See you bright and early next Tuesday morning At the Next Earliest Opportunity for a System Emergency There has been a major security breach in our system Exit the Series 5 Accounting system AS SOON AS POSSIBLE Thankyou Field Definitions When Logging In 3 lines X 80 This message is displayed after a user has logged on to the system Leave the field blank if no message is to be displayed When Logging Out 3 lines X 80 This message is displayed when users exit the Main Menu Leave the field blank if no message is to be displayed System Emergency 3 lines X 80 This message is displayed at the earliest opportunity when users select a function from an application s menu Leave the field blank if no message is to be displayed 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 135 7 5 2 Disable Users from Logging On to Series 5 The Series 5 system provides for the ability to restrict any new users from signing in to the system You might wish to implement this function if you have a planned shutdown
183. up Move Down SC Sereno Buttons Solitare Modify the Function highlighted in the grid Function up one row in the grid 2007 2014 by Sentinel Hill Software all rights reserved 12 Series 5 Systems Management User Help Move Shift the highlighted Down Function down one row in the grid Once a User Function is defined it will be displayed in the drop down menu of the Main Menu ez User Function Properties Screen The properties for each User Function are defined with the following screen B Add Edit User Function Definition Enter the menu description and program name for this User Function Menu Description TAMER Rene ECO ES Program BAT File UPGRADSM Call Type Program Call DOS PromptCall O Windows App Field Definitions Menu Description X 30 This is the description that appears in the drop down menu Program or BAT File X 20 Enter the name of the Acu GT program that is to be called or enter the name of the script or system program that is to be executed 2007 2014 by Sentinel Hill Software all rights reserved Systems Management Menu Functions 125 Call Type radio buttons Specify the type of function or the manner in which the program is to be executed Program Call For a compiled Acu GT program executed launched in it s own window 7 3 3 User Logon Profiles Maintenance In order to access any of the Se
184. user you will be in deep do do User Logon Profile Maintenance Ge ee x x Inquir Message ES Disable Users from Force Users to Log o Off Menu ES Re initialize User EJEN xX xX Files i xX xX Files Email Address Email Full Name X 50 X 30 When a user selects to send an email from any of the Series 5 applications their returning email address and their full name is required My Documents Folder Pathname X 90 When the user executes a function and they choose to export or import data or to save a report as an ASCII text file or MS Word Document the pathname specified here will be presented as the default directory to from which the data will be written read Default Import Export File Type drop down list Thin Client UNIX Home Directory X 90 Pathname If you are executing in a Thin Client environment with the server being UNIX system you must enter the directory path based from the UNIX root directory to the user s designated home directory Should the user execute a function that reads or writes a file that is read from or written to the clients PC this directory will be where the applicable temporary file is copied to Leave this field blank if not running thin client eleje x e ESES elejti ES 2007 2014 by Sentinel Hill Software all rights reserved ZA 7 4 1 Systems Management Menu Functions 129 PO Signon Access Audit Inquiry The topics in this chapter
185. ver a period of time you may have a great number of Job History records You can limit the number of items that are displayed in the grid The same filter fields are also available to the Purge function 1 Click on Selections in the Fast Button frame The Archive Report selection filters screen will be displayed pm Batch Queue Job Maintenance Batch Job P U R G E Selection Parameters Enter the appropriate parameters to select those Jobs that are to be deleted Systems Batch Execute Queue All GA O Selected O Selected Company System Execute Date GA D all From ER E Selected pi O Selected To E 2 Set the applicable filters 3 Click the OK push button The grid will be redisplayed showing only those reports satisfying the selected filters Filters Screen Field Definitions Systems radio buttons amp drop down list Click the All button or the Selected button with a specific application from the drop down list Only those jobs generated from the selected system will be listed 2007 2014 by Sentinel Hill Software all rights reserved Series 5 Systems Management User Help Company System radio buttons amp drop down list Click the All button or the Selected button with a specific Company for which job records are to displayed or processed Batch Execute Queue radio buttons amp drop down list Click the All button or the Selected button with a specific Batch Queue Only th
186. ver remote notation drive mappings or environment variables Data Directory Path Names and Filename Extension r Accounting Data Files d s4 test UCC data For files stored on a server accessed using AcuServer enter the remote name notation as servername drive letter pathname Otherwise enter the full path to the appropriate directory Temporary files Users Private files or Windows Client PC Resident files D S4 test UCC temp Subfolders import private temp and spio will automatically be created and used as defaults for data Imports users Private Local to a PC files Temporary work files and application processed Spreadsheets r System Generated Archived and Saved As Reports d s4 test UCC Rpts Subfolders arch docs and text will automatically be created and used to store Archived reports reports and forms created as Word Documents and reports saved as ASCII Text documents File Extension This will be the filename extension used for this Company s files If you wish to use Vision 4 5 files use DAT filenames Alternate GL Company System If GL Distributions from this company s financial sub systems are to be Company Code recorded to an alternate common G L company then enter that company s System Company Code here Normally this field would be left blank Field Definitions Accounting Data Files Folder Name X 70 Enter the full path to th
187. work printer If the Printer Queue does not have a Captured Printer defined then a Windows Printer Select dialogue box window is displayed Previously the the Series 5 system made a call to have the Printer Select window displayed which was an older style compatible with older versions of Windows Now anew call is made displaying a modern Windows XP 7 Printer Select Window Feb 09 2011 System Captured Windows Maintenance The Series 5 provides for the definition of Printer Queues As a property to each Series 5 Printer Queue you may define a Captured Printer When a report is generated and a given Series 5 Printer Queue is chosen that has a Captured Printer the report prints directly to the associated network printer The routine used to capture a Windows printer was not working correctly under Windows 7 This problem has been fixed Feb 09 2011 ez For 2010 a Default Reporting Output Destination In all Series 5 applications that generate reports that might normally be printed a Print Options screen is presented From this screen the operator may choose to have the output directed to a printer to be Archived to be just displayed to the screen to Browse or output as an MS Word or PDF file The default output has been changed to be just displayed to the screen to be Browsed Previously it was defaulted to be output to a printer Additionally should you desire to set the default output you may do so by inserting
188. ystem s text editor Each entry in the runtime configuration file consists of a single line All entries start with a keyword followed by one or more spaces or tabs and then one or more values These variables may also be defined in each operators execution environment On both UNIX and Windows systems these would be defined as environment variables 8 2 1 Environment Variables The following variables may be defined for the operator s environment Under UNIX these may be seen by entering the shell env command Under Windows these may be seen by entering the DOS set command Variable Description Description APPDATA C Documents and Settings The 1st 2 characters are used to determine xxxxxx Application Data the users Home Drive on their PC ls set up by Windows SHSIUSER_ SHSI5 LARRY The default Signon User code used when NAME signing onto the system from a client PC USERNAME SHSI The Windows client signon name Used to determine the operators actual My Documents folder pathname e set up by S5_DIR D S5 Required ONLY by the user building the Series 5 executables 8 2 2 Configuration Variables The following variables may be defined in the runtime configuration file These variables can only be defined or updated by your Systems Manager or support staff from Sentinel Hill Software Inc x Processing Tip If you need to maintain different sets of operating environments on your system you may do so by setting up dif

Series 5 Systems Management - User Help

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