Home

DP/DashBoard - Data Pro Accounting Software, Inc.

1. Figure 3 10 DP DashBoard Admin gt DP DashBoard Config To Setup Modify Global Configuration Options 1 From the DP DashBoard Administration Menu screen Figure 3 9 select the Global Configuration Options menu option The Calendar Project Global Configuration screen Figure 3 11 displays Chapter 3 DP DashBoard Admin Page 9 DP DashBoard User Manual E Configuration Microsoft Internet Explorer 3 8 x File Edit View Favorites Tools Help ae Calendar Project Global Configuration Company ID Company Date Back to Previous Back to Main Menu ProjecdTask Configuration Next Event Number he Next Task Number 5 Category 1 Appointment x Task Status 1 New Task Category 2 Meeting nn x Task Status 2 In Progress Category 3 QutofOffice x Task Status 3 OnHold Category 4 FREED x Task Status 4 Completed Category 5 ask Deadline Ox Task Status 5 7 Category 6 Rn O x Task Status 6 7 Category 7 Conference cal x Task Status 7 Category 8 conf Rm iSetup x Task Status 8 7 Category 9 conf Rm 1 No Setup x Task Status 9 es Category 10 conf Rm 2Setup x Task Status 10 sid Category 11 conf Rm 2 No Setup x Task Status 11 AAA Category 12 conf Rm 3 Setup x Task Status 12 7 Category 13 JO x Task Status 13 sis Category 14 x Task Status 14 SEE Category 15 Ox Task Status 15 DOO Category 16 CO x Task Status 1
2. The program Features you selected are being installed Please wait while the InstallShield Wizard installs DP DashBoard This may take several minutes Status Installshield cout mew Tere Figure 2 31 Installing DP DashBoard Window Page 2 24 Installation Chapter 2 DP DashBoard User Manual Once the DP DashBoard installation utility has copied all of the files to your installation directory the DP DashBoard Configuration Utility window Figure 2 32 displays This allows you to specify the connection parameters to your accounting server and the accounting files DP Dashboard Configuration Utility Ioj xj This utility allows you to configure the OPYDashboard settings which specify the connection to the POWER Server system and the SMTP server for email notifications POWERS ener Hostname POWER Server Port Humber f0 Default Company ID ing SMTP Server Hostname Po STMP uth Username fT STMP Auth Password E Figure 2 32 DP DashBoard Utility Window 7 Enter the Hostname or IP address of the server on your network which is running the POWERServer process in the POWERServer Hostname text box 8 Enter the IP port number that the POWERServer module has been configured to listen on in the POWERServer Port Number text box This must be the same exact port that POWERServer is running on The recommended port channel is 9500 The valid range is 1034 to 65000 NOTE Entering a ne
3. OR c Enter the phone number of the customer in the Customer Phone text box lt Click gt the Search button The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Change Customer Profile screen displays Figure 3 183 NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER A R module 1 e use of dashes versus parenthesis Page 176 Customer Support Chapter 3 DP DashBoard User Manual Fie Edk view Favortes Toos Help A Change Customer Profile pany ID Company Dat Back to Previous c gt hange Customer Profile d Baek ia Mets lcd Show or Hide Ship To Profile for Customer ALLE1 Customer Name Aliens Hardware Shops inc Salutation M Address 1 400 E Kennedy Bhd Title Address 2 First Name Tony City Odana MiddieName State FL Zp Baan Last Name Rizo Country poo 7 Alt Phone ho Ext poo Contact ory Pizzo Cell Phone E E Mait Trizzo allens com Taxe Special A Mail Yes No Salesman Number JF Jack Friedman E Mail Yes No Sales Tax Code 33 Exemp O Fax Yes NO seve Customer Aging View Add Notes Payment History Inventory Sales History Schedule New Event Copy Customer to Company Additional Contacts CPI ETT TR 40 434 1288 Orlando FL 33421 Delete Add New Contact Change Customer Profile eee AN ee PAR zi Figure 3 183 Change Customer Pr
4. _ E Event Calendar Perform General Ledger Company Consolidation 2 50 Project Task Menu Balance Sheet ES My Worksheet Income Statement Documentation DP DashBoard Admin Financial Statament oo Y Marketing Documents AE Bank Account Balances aC ra a mo dl Accounts Payable Aging amp Drilldown E Ft I EE Color Styles Setup Accounts Payable Transactions 8 Drilldown Y Support Documents Tips amp Tricks Accounts Receivable Aging amp Drilidown Y Sales Documents 9 Ray Sheds Light Accounts Receivable Sales Reporting amp Drilldown Y Technical Documents Review Add Ticklers Review Add Customer Support Tickets Search for Customer Support Ticket Change Customer Profile Add a New Customer Profile Add New Sales Order View an Existing Sales Order View an Existing Purchase Order Inventory Item Inquiry Custom Applications HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 HE Ii ig ater Figure 2 49 DP DashBoard Menu System Screen Now you can begin to drive your entire company s operations on a daily basis from your new Intranet system It is time to configure DP DashBoard See the DP DashBoard Admin gt DP DashBoard Configuration Options section of Chapter 3 for details on how to completely configure the DP DashBoard system NOTE If your DP DashBoard system does not successfully launch after completing all the installation and configuration procedures refer to
5. es OE ETA nsolidation Maps amp Directions gt Internal Phone List Figure 3 44 DP DashBoard Menu System gt Logo and Phone Numbers To Access the Setup Company Logo and Phone Numbers Screen 1 From the DP DashBoard Administration Menu screen Figure 3 9 select the Setup Company Logo and Phone Numbers menu option The Company Logo and Phone Number Configuration screen Figure 3 45 displays Page 44 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Company Logo amp Phone Number Configuration Microsoft Internet Explorer File Edit view Favorites Tools Help Company Logo amp Phone Number Configuration Company ID Company Date Back to Main Menu Tes Replace Company Logo Image Replace Internal Phone List Menu Image Data Pro Accounting Software Inc 150 Second Avenue North 16th Floor St Petersburg FL 33701 USA Corporate 727 803 1500 Sales 800 237 6377 Fax 727 803 1535 Support None 727 803 1550 Save Address amp Phone Numbers Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 45 Company Logo and Phone Number Configuration Screen To Replace the Company Logo Image This option allows you to replace the existing company logo that displays in the DP DashBoard header throughout the program Perform the following steps to replace your company
6. we Ray Sheds Light E 2 INC Company ID Company Date Back to Previous Back to Main Menu Search Page Document Description File Hame Link Last Update Important Documents Important Upgrade Information importantupgradeinfo pdf 07 17 03 Year End Instructions 07 17 03 E Data Pro Accounting Professional busines Mee ae Year_End doc Important Web Sites http www dpro com 07 17 03 http www pbf com 07 17 03 Price Lists Data Pro Price List Gopy pricelistfront amp back pdf 07 17 03 3rd Party Price List Copy Shortcut 3rdpartypricelist pdf 07 17 03 System Administrato EA ata Sheet SA69Sdatasheeta pdf 08 29 03 Proprietary Disclasun dd to Favorites Proprietarydisclosure doc 12 11 03 General Ledger Data Properties GLdatasheet pdf 01 28 04 If you don t have Excel Word or Adobe Reader on your Microsoft Windows computer you can download and install Microsoft s Excel 97 2000 Viewer Microsoft s Word 97 2000 Viewer or Adobe Reader Back to Previous Back to Main Menu Powered by POWER Server Copyright El 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 108 Ray Sheds Light Print Function Example To Download a Ray Sheds Light Document 1 In the Ray Shed s Light screen lt right click gt the desired document to be downloaded Figure 3 109 and select the Save Target As option The Save As window Figure 3 110 displays Chapter 3
7. 2 Enter a new category in the next available Category text box or type over an existing category definition to modify one Page 10 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 If you want to assign an event color to associate to the category click the radio button next to the desired Category and select the desired color from the Color Palette Figure 3 12 The default 1s no color Calendar Project Global Configuration Company ID Company Date lt Back to Previous Next Event Number 163 Category 1 Appointment Category 2 Meeting Category 3 Dut of Office Category 4 Category 5 Calendar Configuration F Next Task h Task Si Task of Task 5I Task Si Task Si Category b Category Category 6 Category 9 Category 10 Category 11 Category 12 Category 13 Category 14 Category 15 Patonnre 1 Vacation O Conference Call Conf Rm 1 Setup Conf Rm 1 No Setup Conf Rm 2 Setup Conf Rm 2 No Setup Conf Rm 3 Setup c c Select a Color 1 IA A fl Ome il A A a E E Al E H m M E a r ome al In See ee fol HEN a Pal Ean TA E a O E a E 8 E a a a r A 4 i E a a a E M E E E E a _ IA A a lo la latest Y ia al al 1 TAM AAA TA im A E DEN M TAN E E E E E E E a i EE Eee ls E a so CLOSE a E m
8. 100104 8 537 17 01 29 03 96 0013 Inv Bower s Roofing Supplies PO 100099 26 754 87 01 3103 101 Inv NCNB National Bank Mortgage Payment 1 571 33 01 3103 102 Inv NCNB National Bank Ford Payment 459 06 01 3103 103 Inv NCNB National Bank Chevy Payment 400 88 01 31 03 96 0013 Inv Suncoast Concrete Supplies Invoice 19 177 86 hd SS A ntermet Figure 3 152 Accounts Payable Transactions amp Drilldown gt General Ledger Accounts Summary Report example The following table describes the Accounts Payable Transactions General Ledger Accounts Summary report details Date Date of each transaction listed for the specified date range Trans Number associated with transactions listed for the specified date range Type Describes the type of transaction for each one listed Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Vendor Name of the supplier creditor associated with each transaction listed Description Describes the purpose of the transaction Amount Amount due for each supplier creditor associated with each transaction listed Page 144 Reports amp Drilldowns Chapter 3 To Drilldown an Accounts Payable Transactions Drilldown Report DP DashBoard User Manual l lt Click gt a component in the Trans column Figure 3 153 of the General Ledger Accounts Summary report to drilldown by transaction
9. Change System Date You can change the system date that reflects your accounting date from any screen within the DP DashBoard program The following screen Figure 3 4 illustrates this function DP DashBoard Menu System any ID Company Date Reports amp Orilldowns This will allow you ji to change your General Ledger Company Consolidation aie a coer Directions Sheet eg MILE al Phone List itatement Documentation Statement Brilldown ount Balances 5 Pavable Agina amp Drilldown Bd Marketing Documents Corporate Documents Figure 3 4 Change System Date Function To Change the System Date 1 At the top of any DP DashBoard screen lt click gt on the Company Date in the main title bar The Change Accounting Date screen Figure 3 5 displays Page 3 4 Using DP DashBoard Chapter 3 DP DashBoard User Manual Change Accounting Date Company ID Company Date Back to Previous Back to Main Menu Your Date is set to 04 30 03 To change the date please select the calendar icon and select the appropriate date then select Change Date This will update the Accounting Date To reset the clock to today s date select the lower button 043003 Change Date How to use the Change Date feature Set the Accounting Date to today s date Change to Today s Date Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure
10. Check for Conflicts M Save This Event Quit Without Saving Figure 3 84 Select Customer Function gt Schedule New Event Screen Page 82 Calendar amp Tasks Chapter 3 DP DashBoard User Manual To Select a Vendor for an Event This option allows you to select a vendor to add to an event Once a vendor is selected they are added to the event and will receive an e mail notification with the event details You can only select one vendor per event 1 From the Schedule New Event Screen Figure 3 81 lt click gt on the Select Vendor button The Select Vendor by Number or Name screen Figure 3 85 displays E Select Yendor by Number or Name Microsoft Internet Explorer Select Yendor by Number or Name Company ID Company Date Select a Vendor for this Event Please enter the appropriate Vendor Number for this option Vendor Number Select Or Enter the Vendor s Hame to search on Vendor Name Search Close Window HELP Powered by POWER Serwer Copyright 1955 2004 by Data Pro Accounting Software Ine version 6 77 EXIT fe Figure 3 85 Select Vendor by Number or Name Screen 2 Enter the partial or complete vendor number in the Vendor Number text box then lt click gt the Select button The Search Vendor window Figure 3 86 displays listing all the possible results OR 3 Enter the partial or complete vendor name in the Vendor Name text box then lt click gt the Search button The Search Ve
11. DATA PRO yl ACCOUNTING pall s SOFTWARE INC DP DashBoard Enterprise Management System Part 440 User Manual DATA PRO ACCOUNTING SOFTWARE INC Advanced pa Software ES Secure Internet Solutions Version 7 2 Information in this document is subject to change without notice and does not represent a commitment on the part of Data Pro Accounting Software Inc The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of those agreements The purchaser may make one copy of this software for backup purposes No part of this manual or other materials included with the package may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Data Pro Accounting Software Inc 1985 2006 Data Pro Accounting Software Inc Data Pro Accounting Software is a trademark of Data Pro Accounting Software Inc No investigation was made into the common law trademark rights of any word Every effort was made to capitalize or highlight in some manner any word with current registrations All companies products addresses and persons contained herein are intended to be completely fictitious and are designed solely to document and exemplify
12. DP DashBoard User Manual DP DASHBOARD REQUIREMENTS DP DashBoard must be installed on a Microsoft Windows 2000 2003 or XP Professional Server with Microsoft Internet Information Server IIS installed All users accessing the DP DashBoard system are required to have a current version of Internet Explorer or Netscape Navigator If all users accessing the DP DashBoard are located within the same network and behind the same firewall the installation may be done on the same server as the current accounting server providing there are enough resources on the server 1 e processor speed memory and disk space If any users are to be accessing the DP DashBoard from other locations i e Branch Offices Home Offices Portable Users it is recommended that the DP DashBoard be installed on a separate server from the accounting server Further all remote connections to the DP DashBoard should be made through a Virtual Private Network VPN connection for security purposes If supporting your accounting software the DP Dashboard system does require that your internal network system be configured for the TCP IP networking protocol See Chapter 2 Installation Procedures for more detailed information regarding the installation and configuration of your networks servers and DP DashBoard INFINITY POWER REQUIREMENTS DP DashBoard is highly integrated with a wide variety of Infinity POWER accounting modules New and existing users should be aware that they m
13. DP DashBoard User Manual Select Users Computers or Groups Users Groups or Built in security principals Ee E Description Starts with Pe acs Disabled accounts Hon SY DING password Days smece lash logon J Figure 2 45 Select Users or Groups gt Advanced Options 7 lt Click gt the Find Now button and select the JUSR_mymachinename user Page 2 34 Installation Chapter 2 DP DashBoard User Manual Select Users Computers or Groups x Select this object type Users Groups or Built in security principals Object Types From this location dpro com Locations Common Queres Mame Starts with Columns Description Starts with Disabled accounts Stop Hon expirina password Days since last logan Name RON E Mail 4ddress Description In Folder 8 Group Policy Members inthis dpro com Users E Guest Built in account f dpro com Users e Interactive E ISA _GOLIA Built in account f dpro com Users E Par GOL Built in account F dpro com Users Figure 2 46 Select Users or Groups Window Find Now Option 8 lt Click gt the OK button The advanced options close and the selected machine name displays in the Enter Object Names to Select section of the window 9 lt Click gt the OK button The Select Window Users or Groups window closes and retuns to the dpdashboard Properties Window 10 lt Click gt the Allow
14. DP DashBoard User Manual To Remove a Document Heading Link This option allows you to delete documents headings and links that have been added to the list of items in the Setup Documents screen and in the Documentation section of the DP DashBoard Menu System screen ES Setup Marketing Documents Microsoft Internet Explorer File Edit View Favorites Tools Help Setup Marketing Documents Company ID Company Date Back to Previous Back to Main Menu Marketing Documents Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page e1 Web Sites Remove Heading e2 Web Advertising Remove Heading 3 Data Pro Accounting Software Inc http www dpro com Remove View e 4 The Accounting Library Certification acctgcert2 pdf 09 11 03 Remove View e 5 Bump ads Inc http www bumpads com Remove View e6 Web Marketing Sample DealerTrainingblackborder html 07 28 03 Remove View SO S00101 e 7 Legal Remove Heading e8 Law Document legal pdf 08 06 03 Remove View e 9 Price Lists Remove Heading e 10 Data Pro Price List pricelistfront amp back pdf 07 17 03 Remove View e 11 Data Pro s 3rd Party Price List 3rdpartypricelist pdf 08 01 03 Remove View e 12 test Visio WebServers pdf 01 28 04 Remove Yiew e 13 AR Report ARCustytd rpt 02 13 04 Kamas View Add New Document Add New Heading Add New Link Document Templates Click to View
15. ae Add Sales Order Company ID Company Date Add New Sales Order Back to Previous Back to Main Menu Change Shipping Profile for Customer ALLE1 Customer Name Allens Hardware Shops Inc Order Date 020105 Price Level 4 y Discount 5 000 Salesman JF Description invoice Customer PO 11535 E Mail allen ahs com Freight Amount 50 00 Terms Net 30 View Add Notes Detail View Inventory Sales History View Customer Payment History Back to Previous Add Naw Balas Order Back to Main Menu HELP Powered by POWER Serwer Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT internet Figure 3 191 Add New Sales Order Screen The following table describes the Add New Sales Order screen details Change Shipping Click this option to change the customer shipping address for this particular sales order Make any desired changes to the customers shipping address and click the Save amp Continue button Customer Name Name of the selected Customer adding a sales order Clicking the actual customer name displays a customer aging and open items report Price Level Price level you want to assign to that customer Valid selections are 1 10 Salesman Name of the salesman executing the sales order request Customer PO Enter the purchase order number associated with this sales order Freight Amount Enter the freight amount if applicable Order Date Date t
16. gt g Internet Figure 3 9 DP DashBoard Administration Menu Screen Global Configuration Options This configuration option allows you to setup global options for the calendar and project task functions that are viewed from the Calendar amp Tasks section of the DP DashBoard Menu System screen The Global Configuration options section deals with the configuration and design of the Event Calendar and Project Task Manager programs which are included as standard features within the DP DashBoard system These are very powerful tools that are designed to allow for company wide use This includes a single calendaring tool for a single office or even multiple offices as well as a Project Task Management system designed to allow you to keep track of a variety of things to be done both personally and professionally Page 8 DP DashBoard Admin Chapter 3 DP DashBoard User Manual The Calendar Configuration defines the Category pull down menus accessed in the Calendar screen and from the Add New Event screen The Project Task Configuration defines the pull down menu accessed in the Add New Event or Change Event screens The following screen Figure 3 10 illustrates the section in the left right hand corner of the screen where these options are displayed Calendar Task Ee Event Calendar m7 ProjectiTask Menu EEG My Worksheet DP DashBoard Admin a DP DashBoard Config t Color Styles Setup Ls Tips amp Tricks 9 Ray Sheds Light
17. select the Change Customer Profile option from the Customer Support section The Select Customer by Number Name or Phone screen displays Figure 3 182 2 Select Customer by Number Name or Phone Microsoft Internet Explorer a x I Fie Edit View Favorites Tools Help ae Select Customer by Number Name or Phone E Company ID Company Date Change Customer Profile Please enter the Customer Number Name OR Phone for this option Customer Number Search Customer Name Search Customer Phone Search Change Customer Profile Back to Previous g Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Done Internet Figure 3 182 Select Customer by Number Name or Phone Screen Change Customer Profile Screen 2 Perform one of the following search options a Enter the assigned customer number in the Customer Number text box lt Click gt the Search button The Change Customer Profile screen displays Figure 3 183 NOTE The customer number must be entered exactly as it is defined in the Infinity POWER A R module OR b Enter the full or partial name of the customer in the Customer Name text box lt Click gt the Search button The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Change Customer Profile screen displays Figure 3 183
18. 626 339 25 Account Kal 25 467 49 25 467 49 Account Ra lie Feats 0 00 0 00 Account Ralp oats Date amp 33 056 60 33 056 60 Account Range 12620 to 12620 11 981 11 11 981 11 Account Range 12820 to 12820 23 604 17 23 604 17 Account Range 11300 to 11800 1 429 251 82 1 429 251 82 Account Range 21200 to 26999 698 675 43 698 675 43 Account Range 12000 to 12000 53 000 00 53 000 00 Account Range 12100 to 12100 365 681 87 365 681 87 Account Range 12200 to 12200 0 00 0 00 Account Range 12400 to 12400 227 792 10 227 792 10 Account Range 12600 to 12600 27 635 35 27 635 35 Account Range 12800 to 12800 282 675 42 282 675 42 Account Range 11200 to 11200 192 108 37 192 108 37 Account Range 21100 to 21100 515 119 16 515 119 16 Account Range 27100 to 27200 632 897 87 632 897 87 Account Range 30000 to 31000 1 600 000 00 1 600 000 00 Account Range 35000 to 35000 401 280 54 401 280 54 Cash amp Cash Equiv At Beg Of Period P 1 990 276 69 1 990 276 69 Back to Previous ds FIAWS Back to Main Menu Powered by POWERServer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v E http Jdpdashboard dpro comfreports drilldownZ asp BegAcc 400008EndAcc 999998 ineDesc Met Income amp Message Net Income lanten o Figure 3 128 Financial Statement Drilldown gt Cashflow gt Net Income example 40000 40000 1 40000 2 41100 1 41100 2 41200 1 41200 2 4
19. About VirusScan 10 I want to VirusScan Scan My Computer for Viruses ih Thoroughly scan programs and documents to check your computer For viruses Personal Manage Quarantined Files Firewall Quarantine a program or document when you think it might be infected e Find Out About Viruses Pri Is it real or a hoax Look it up in the SEX definitive computer virus information Service database SpamKiller Configure VirusScan Options Review and modify all of your VirusScan options View the World Virus Map Get 4 real time bird s eye view of where the latest viruses are infecting computers worldwide Create a Rescue Disk If your computer is infected by a virus and will not start a Rescue Disk will get your computer up and running Figure 4 1 McAfee Security Center VirusScan Tabbed Page 2 lt Click gt the Configure VirusScan Options button displays The MacAfee VirusScan Options window 3 lt Click the ActiveShield tabbed page and then lt click gt the Advanced button mMcAfee irusScan Options VirusScan LOS McAfee SECURITY ActiveShield Virus Map Reporting Scheduled Scan Windows Start Page 4 2 e Start ActiveShield when Windows starts recommended Specify if you want to be protected when starting your computer Scan e mail and attachments Specify if you want to be protected when using e mail programs W Scan inbound in
20. Add New Department Department ID Description Manager Admin User gt Save Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Figure 3 15 Add New Department Screen 2 Enter the desired department identification in the Department ID text box This is a maximum of eleven 11 alpha numeric characters 3 Enter a description of the department in the Description text box This is a maximum of twenty eight 28 alpha numeric characters 4 Select the appropriate user to assign management responsibilities for the department from the Manager pull down menu 5 lt Click gt the Save button A message displays confirming the database records have been updated The window closes and returns to the Setup Configure Departments screen Figure 3 14 where the new department is now listed Page 14 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Modify a Department This option allows you to change information associated with an existing department e g change the name of the department or assign a new manager 3 Setup Configure Departments Microsoft Internet Explorer a laj x Fie Edit view Favorites Tools Help Setup Configure Departments Company ID Company Date Back to Previous Back to Main Menu Add New Department Admin Administration BILLO1 Delete Graphics Graphics Multimedia Dept
21. Administrator E Mail jsmith dpro com Location Main Office Salesman HOUSE apuser User Name Accounts Payable User Phone Ext Delete Department Admin Cell Phone Position E Mail Location Salesman BM aruser User Name Accounts Receivable User Phone Ext Delete Department Sales Cell Phone Position E Mail Location Salesman BM BENH User Name Ben Hannon Phone 407 555 1216 Ext 604 Delet Department Sales Cell Phone 407 555 1284 Position Sales Representative E Mail bhannon dpro com Location Orlando Office Salesman HOUSE BILLO1 User Name 1234567890123456 789012345678 Phone Ext Delete Department Admin Cell Phone Position E Mail Location Salesman BM dpall User Name All DP Users Phone Ext Delete Department Sales Cell Phone Position E Mail Location Salesman BM ELL1 User Name Elliott Smith Phone 202 803 1896 Ext 896 Delete Department Sales Cell Phone 202 644 1537 Position Sales Representative E Mail esmith dpro com Location New York NY Salesman HOUSE FREDO1 User Name Fred Thompson Phone 303 546 8484 Ext 205 Delete Department Marketing Position Marketing Asst Location Denver CO Figure 3 23 Setup Configure Users Screen Delete Function Cell Phone 303 849 8489 E Mail fthompson dpro com Salesman HOUSE 1 From the Setup Configure Users screen lt click gt Delete from the Delete column Figure 3 23 for the desired user to be deleted A dialog box displays requesting confirmation t
22. DHCP feature that is common within many network configurations which allows for a dynamic assignment of IP Addresses For many companies using DP DashBoard this will be the only issue they need to worry about However if the business intends to allow any remote access for its owners and or employees from outside the internal network then you must assign a fixed IP Address to the server s web address so that all remote users know where to go each time they want to login Otherwise this could become a moving target if you allow your Internet Service Provider to dynamically and periodically assign you different IP Addresses All systems using DP DashBoard must have a broadband connection to the Internet to support the minimum transfer of graphics and access This means you will need an Internet access provider providing high speed access i e T 1 cable modem or DSL connection for the DP DashBoard system to work correctly Do not assume that your provider is automatically providing you a fixed IP Address connection You need to specifically request one Again this outside connection is only required if you want to make the DP DashBoard system available to users who are accessing the system from outside the internal network Remember you may need to configure firewall access and should consider setting up Virtual Private Network VPN access to limit any other users from getting into your private network Chapter 2 Installation Page 2 5 D
23. Drilldowns section The Accounts Receivable Aging amp Drilldown screen Figure 3 156 displays Chapter 3 Reports amp Drilldowns Page 147 DP DashBoard User Manual A Accounts Receivable Aging amp Drilldown Microsoft Internet Explorer g 8 x File Edt view Favorites Tools Help Accounts Receivable Aging Drilldown Company ID Company Date Back to Previous lt Back to Main Menu Aging Criteria Normal y Aging Type Due Date y View Report Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Pame l L nene Figure 3 156 Accounts Receivable Aging amp Drilldown Screen Select the desired report age Normal or Past Due to be run from the Aging Criteria pull down menu Select the desired aging type Due Date or Invoice Date from the Aging Type pull down menu lt Click gt the View Report button The appropriate Aging amp Drilldown report Figure 3 157 displays in the format specified Page 148 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 18 x a E Accounts Receivable Aging amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Receivable Aging Drilldown Company ID Company Date Normal Aging based on Due Date u Beck to Mala Men Back to Previous ALLE1 Allens Hardware Shops Inc 113 013 49 0 00 13 300 00 0 00 0 00 126 313 49
24. Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions Drilldown Accounts Recenable Aging amp Drilldown Accounts Recernahle Sales Reporting amp Drilldown C tomer Support Dira Lae tty Pa ea T irb lmr Figure 3 162 Reports amp Drilldowns gt Accounts Receivable Sales Reporting amp Drilldown To Display an Accounts Receivable Sales Reporting Drilldown Report 1 Inthe center of the DP DashBoard Menu System screen System screen select the Accounts Receivable Sales Reporting amp Drilldown option from the Reports amp Drilldowns section The Accounts Receivable Sales Reporting amp Drilldown screen Figure 3 163 displays Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer File Edit view Favorites Tools Help Accounts Receivable Sales Reporting Drilldown Company ID Company Date Back to Previous Back to Main Menu Select The Date Range for the Report Beginning Date 043003 Ending Date 043003 View Report How to use the Change Date feature Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA l Done 49 Internet Figure 3 163 Accounts Receivable Sales Reporting amp Drilldown Screen Page 154 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 2 lt Click gt the calendar icon next to the Beginning
25. Financial Statement Drilldown Report Company ID Company Date Back to Previous Cash in Bank South Trust Bnk 11110 Back to Main Menu eee trans Amount Beginning Balance 605 125 19 04 02 2003 2 Fla Nat l Bk Fed Depository 10186 AP 6 883 99 04 02 2003 2 Clark Financial Services LLC 10187 AP 4 905 23 04 02 2003 2 Federal Unemployment Office 10188 AP 412 54 04 02 2003 2 State Unemployment Office 10189 AP 1 392 29 04 02 2003 2 State of Florida Tax Dept 10190 AP 2 805 96 04 02 2003 2 Fla Nat l Bk Fed Depository 10191 AP 10 203 14 04 13 2003 2 Bower s Roofing Supplies 10192 AP 1 506 30 04 13 2003 2 Florida Lumber Inc 10193 AP 18 720 45 04 13 2003 2 General Telphone Company 10194 AP 289 48 04 13 2003 2 NCNB National Bank 10195 AP 2 030 39 04 13 2003 2 S S Sub Contractrors 10196 AP 11 070 00 04 13 2003 2 Suncoast Concrete Supplies 10197 AP 1 479 80 04 13 2003 2 Tampa Electric Co 10198 AP 357 19 04 13 2003 2 Tampa Water amp Sewage Co 10199 AP 122 97 04 13 2003 2 Work Place 10200 AP 456 98 04 13 2003 6 Home Depot Inc 61623 ARJ 45 974 64 04 13 2003 6 Sonia Jones Interior Design 2499 ARJ 54 416 06 04 13 2003 6 Tony Swiss Construction 24996 ARJ 5 400 00 04 27 2003 1 Record transfer to payroll 19 000 00 04 30 2003 2 Bower s Roofing Supplies 10201 AP 21 870 00 04 30 2003 2 Florida Lumber Inc 10202 AP 2 080 05 04 30 2003 2 NCNB National Bank 10203 AP 4
26. MIONES Delete MarCom Marketing Communications jsmith Delete TW Marketing MIONES Delete Personnel Personnel FREDO1 Delete Public Rel Public Relations BENH Delete Qual Quality Assurance ELL Delete R and D Research amp Development adminuser Delete Sales Sales ELL1 Delete Add New Department Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT EA Figure 3 16 Setup Configure Departments Screen Modify Function 1 From the Setup Configure Departments screen lt click gt the department in the Department ID column to be modified Figure 3 16 The Changing Department screen Figure 3 17 displays reflecting the name of the department selected Chapter 3 DP DashBoard Admin Page 15 DP DashBoard User Manual Changing Department MarComm Microsoft Internet Explorer File Edit View Favorites Tools Help 18 x Changing Department MarComm Company ID Company Date Back to Previous Back to Main Menu Changing Department MarComm Department ID MarComm Description Marketing Communications Manager Joe Smith y Change Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 17 Changing Department Screen Make desired changes to the department description in the Description text box 3 To assign
27. Windows Explorer dpdownload folder gt DPDashSetup exe OR If you have been provided a CD ROM lt click gt the drive that the CD is loaded 2 lt Double click gt on the DPDashSetup exe file to begin the installation The InstallShield Wizard displays Figure 2 26 InstallShield Wizard Preparing to Install DP DashBoard Setup tt preparing the InstallShield Wizard which will guide you through the program setup process Please wait Configuring Windows Installer ES Cancel Figure 2 26 InstallShield Wizard Chapter 2 Installation Page 2 21 DP DashBoard User Manual When the InstallShield completes configuration the DP DashBoard InstallShield Wizard Welcome Window displays Figure 2 27 e DP DashBoard InstallShield Wizard Welcome to the InstallShield Wizard for DP DashBoard The Installshield Rh Wizard will install DP DashBoard on your computer To continue click Mex WARNING This program is protected by copyright law and international treaties Figure 2 27 DP DashBoard InstallShield Wizard Welcome Window 3 From the DP DashBoard InstallShield Wizard Welcome window lt click gt the Next gt button to proceed to the next step of the installation The License Agreement window Figure 2 28 displays iis DP DashBoard InstallShield Wizard License Agreement Please read the Following license agreement carefully INFINITY POWER amp INFINITY COMME
28. debit memo adjustment statement finance charges retainage deposit advance and payment check Trans Desc Describes the transaction as entered at the time of billing Customer Name of the customer Customer Contact Name of contact for the customer Phone Phone number of the customer Email Email address of the customer contact IM Item Inventory Management item Sales Code Code associated with the selected transaction Description Describes the sale transaction e g Contract Labor Chapter 3 Reports amp Drilldowns Page 157 DP DashBoard User Manual Quantity Describes the cost per item or cost of service for each transaction listed Display the quantity based on the Accounts Receivable Master Configuration settings U M Describes the unit of measure associated with the Quantity column Unit Price Price per unit purchased Displays the unit price decimal places based on the Accounts Receivable Master Configuration settings Extended Price Total price charged for that line item COS Amount Cost of sale amount Amount Total amount due from the customer for the selected transaction Page 158 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual CUSTOMER SUPPORT The Customer Support Management menu options from the DP DashBoard Menu System screen allow you to access and keep track of customer support traffic Ticklers support ti
29. etc Page 3 2 Using DP DashBoard Chapter 3 DP DashBoard User Manual GENERAL FUNCTIONS This section describes features of the DP DashBoard interface that are consistent throughout the program screens Change Active Company You can change the active company from any screen within the DP DashBoard program The following screen Figure 3 2 illustrates this function DP DashBoard Menu System Company ID Company Date Maps Il A Mere Figure 3 2 Change Active Company Function To Change the Active Company 1 At the top of any DP DashBoard screen lt click gt on the Company ID in the main title bar The Change Active Company screen Figure 3 3 displays Change Active Company Company ID Company Date Back to Previous Back to Main Menu 1 Infinity Sample Company Inc ins 2 Orlando Location ind 3 Miami Location in2 4 Consolidated Sample Company ind Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 3 Change Active Company Screen Chapter 3 Using DP DashBoard Page 3 3 DP DashBoard User Manual 2 Select the desired company from the Company Name column A message displays confirming the active company has been changed to the one selected 3 Click the Return to Menu option The Change Active Company Screen closes and returns to the DP DashBoard Menu System screen
30. number customer name or purchase order number The following screen illustrates where the Sales and Purchasing gt View an Existing Sales Order option is located on the DP DashBoard Menu System screen Figure 3 199 Add Hew Sales Order View an Existing Sales Order View an Exi Purchase Order Inventory ttem Inquiry View Inventory Sales History by Customer Custom Applications Figure 3 199 Sales Purchasing gt View and Existing Sales Order Chapter 3 Sales amp Purchasing Page 193 DP DashBoard User Manual To View an Existing Sales Order 1 In the center of the DP DashBoard Menu System screen select the View an Existing Sale Order option from the Sales amp Purchasing section The View a Specific Sales Order gt Enter Sales Order Customer Number Name or Purchase Order screen Figure 3 200 displays Enter Sales Order Customer Number Name or Purchase Order Company ID Company Date View a Specific Sales Order Please enter the Sales Order Customer Number Name OR Purchase Order for this option Sales Order Number 7 Search Customer Number Search Customer Name Search Purchase Order Number ede Search View a Specific Sales Order lt Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT Figure 3 200 Enter Sales Order Customer Number Name or Purchase Order gt View a Spec
31. s mater record The title of this field can vary depending on whether the user renamed this field in the A R master configuration View Inventory Sales Opens the Customer Inventory Sales History screen All invoices related to History the selected customer are displayed From here you can select a specific invoice to drilldown the transaction details Schedule New Event Selecting this option opens the Scheduling New Event window This option allows you to add either private or public events to the calendar Add New Ticket Displays the Change Add Ticket screen 3 lt Click gt the Review All Tickets For option to display the entire history of customer support tickets for the specified customer The Review All Customer Support Tickets window Figure 3 176 displays Page 168 Customer Support Chapter 3 DP DashBoard User Manual E Review All Customer Support Tickets Microsoft Internet Explorer Review All Customer Support Tickets Company ID Company Date support Tickets for Ted s Sheds Inc Region FL gl Go to Bottom of Page x Search Page Ticket Date 06 06 04 serial 1000 12367 support Rep Pub Contact Ted Jackson Bill Ta Cust TEDS1 status 2 Billing Type 1 Billing Quantity 10 Follow Up Problem 1421 Fl sdtsdf solution Ticket Date 06 09 04 serial 1000 12345 support Rep Pub Contact Ted Jackson Bill To Cust HARCA status 2 Billing Type 20 Billing Quantity 0 Follow Up Problem 1421 RE Leak
32. this is checked by default In Windows 2003 this is NOT checked by default 9 If desired change the ASP script timeout to a longer period than the default This value specifies the number of seconds the web server will allow a page to process data before 1t times out e g file timeout or report processing timeout The recommended timeout value 1s 90 seconds 10 lt Click gt the OK button to save the configuration changes to the IIS web server The Application Configuration window closes and returns to the Properties window 11 lt Click gt the Web Site tab and ensure that the TCP Port is set to 80 12 lt Click gt the Documents tab and ensure that the Enable default document check box is checked If Default asp is not one of the options listed in the display window lt click gt the Add button and type Default asp to add this to the list lt Click gt the OK button and confirm Default asp is listed in the display window Figure 2 39 Chapter 2 Installation Page 2 29 DP DashBoard User Manual dpdashboard Properties Ed Director Security HTTP Headers Custom Errors BITS Server Extension Server Extensions 00 Web Site Performance SAP Filters Home Directory Documents Default asp Default htm index htm Default asp Remove Move Up Move Down Enable document footer Append an HTML formatted footer to every document your Web server returns Browse Cancel Apply
33. 0 00 0 00 0 00 0 00 sl KA internet Figure 3 129 Net Income Drilldown Report example Page 124 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 2 lt Click gt a component in either the M T D Account or Y T D Account columns Figure 3 130 to drilldown and display the next report level containing the detailed cashflow information Figure 3 131 3 Financial Statement Drilldown Report Microsoft Internet Explorer i a x File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Net Income Back to Previous Back to Main Menu CTI Yescrintion TATI TIT 40000 Revenue 38 630 47 556 065 37 40000 1 Revenue Commercial 6 832 00 57 941 00 40000 2 Revenue Residential 3 230 00 105 036 95 41100 1 Revenue Concrete Commercial 321 605 57 530 625 00 411002 Revenue Concrete Residential 1 048 80 55 007 55 41200 1 Revenue Electrical Commercial 0 00 0 00 41200 2 Revenue Electrical Residential 0 00 0 00 41300 1 Revenue Framing Commercial 63 789 65 63 789 65 41300 2 Revenue Framing Residential 0 00 76 253 85 41400 1 Revenue Plumbing Commercial 0 00 0 00 41400 2 Revenue Plumbing Residential 0 00 0 00 41500 1 Revenue Roofing Commercial 49 193 11 49 193 11 415002 Revenue Roofing Residential 0 00 87 438 60 44000 Interest Income 0 00 0 00 44000 1 Interest Income 0 00 0 00 440002
34. 00 0 00 04 30 03 10475 Adj Ted s Sheds Inc Record Shipment SO 0 00 0 00 04 30 03 123456 Pay Allens Hardware Shops Inc Payment 500 00 04 30 03 69074 Inv National Auto Parts Invoice 6 413 85 5 328 13 04 30 03 69074 Ret National Auto Parts Retainage 712 65 0 00 04 30 03 69075 Iny University of Tampa Invoice 54 075 60 0 00 04 30 03 69075 Ret University of Tampa Retainage 6 008 40 0 00 04 30 03 69076 Inv University of Tampa Invoice 208 438 84 0 00 04 30 03 69076 Ret University of Tampa Retainage 23 159 87 0 00 04 30 03 69084 Inv Cash Sale Thank You Invoice 57 50 42 95 04 30 03 69101 Inv Ted s Sheds Inc Show Special 632 34 701 42 04 30 03 69176 Inv Home Depot Inc Invoice 9 455 47 5 999 00 Totals 309 157 30 12 071 50 500 00 Sales Code Summary Report Sales Report from 04 30 03 to 04 30 03 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT 4 A a Figure 2 164 Accounts Receivable Sales amp Reporting Drilldown gt Sales Code Summary Report example Chapter 3 Reports amp Drilldowns Page 155 DP DashBoard User Manual The following table describes the Accounts Receivable Sales amp Reporting Drilldown Sales Code Summary report details Date Date of each sales transaction listed for the specified date range Trans Transaction number associated with each sales transaction Type Describes the
35. 00 0 00 Account Range 12400 to 12400 227 792 10 227 792 10 Account Range 12600 to 12600 27 635 35 27 635 35 Account Range 12800 to 12800 282 675 42 282 675 42 Account Range 11200 to 11200 192 108 37 192 108 37 Account Range 21100 to 21100 515 119 16 515 119 16 Account Range 27100 to 27200 632 897 87 632 897 87 Account Range 30000 to 31000 1 600 000 00 1 600 000 00 Account Range 35000 to 35000 401 280 54 401 280 54 Cash amp Cash Equiv At Beg Of Period P 1 990 276 69 1 990 276 69 Statement of Cash Flows Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Bey C internet Figure 3 127 Statement of Cash Flows Report To Drilldown a Statement of Cash Flows 1 lt Click gt a component in the Description column of the cashflow report Figure 3 128 to drilldown and display the next report level e g Net Income The Statement of Cash Flows report screen displays containing the M T D and Y T D balances for the selected component Figure 3 129 Chapter 3 Reports amp Drilldowns Page 123 DP DashBoard User Manual 3 Financial Statement Drilldown Report Microsoft Internet Explorer File Edit view Favorites Tools Help Back to Previous Financial Statement Drilldown Report Company ID Statement of Cash Flows Company Date Back to Main Menu Net Income 80 431 18
36. 04 Bower s Roofing Supplies 100154 04 23 04 Bower s Roofing Supplies 100155 04 27 04 Bower s Roofing Supplies 100156 04 28 04 Bower s Roofing Supplies 100157 04 28 04 Bower s Roofing Supplies 100158 04 28 04 Bower s Roofing Supplies 100160 04 29 04 Bower s Roofing Supplies 100169 04 29 04 Bower s Roofing Supplies 100170 04 30 04 Bower s Roofing Supplies 100173 05 03 04 Bower s Roofing Supplies 100176 05 03 04 Bower s Roofing Supplies 100177 05 04 04 Bower s Roofing Supplies 100178 05 04 04 Bower s Roofing Supplies 100179 05 06 04 Bower s Roofing Supplies 100189 E http d dash dpro comjdash 7 sales ViewPurchaseOrder asp PONumber 100118 la tenet Figure 3 205 Search Vendor Screen 3 Select the desired purchase order to view by clicking on the Purchase Order The View Purchase Order Detail screen Figure 3 206 displays with all the details of the selected purchase order including customer profile shipping address and details on selected inventory items Page 198 Sales amp Purchasing Chapter 3 DP DashBoard User Manual A view Purchase Order Detail Microsoft Internet per Loa v a ACCO j l View Purchase Order Detail Company ID Company Date Back to Previous Purchase Order Y 100118 Back to Main Menu Profile for Vendor BOVWW1 Vendor Name Bower s Roofing Supplies Project Terms Net 30 Days Type Normal Requested By Joe Stanza Discount 3 000 Order Date 04 30 03 Requested
37. 10 2 X 4 Pine Boards 272 10 Boards 305011688 12 2 X 4 Pine Boards 277 12 Boards 305022511 4 X 8 Sheet Plywood 282 Plywood Back to Previous dd TEOM Back to Main Menu HELP Powered by POWER Serwer Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT ES Boo E ene Figure 3 194 Search Inventory Items Screen 7 Choose the desired inventory item from the list and lt click gt the Select button The Get Inventory Item screen Figure 3 195 displays details of the selected inventory item such as item number description U M quantity and price Chapter 3 Sales amp Purchasing Page 189 DP DashBoard User Manual File Edit view Favorites Tools Help ae Get Inventory Item Company ID Company Date Selected Inventory Item Back to Main Menu tem Description Quantity 305011688 12 2 X 4 Pine Boards EA 1 00 8 41 Selected Inventory Item Back to Previous lt Back to Main Menu AZ HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT y Figure 3 195 Get Inventory Item Screen 8 Enter the desired Quantity and Price for the item then lt click gt the Select This Item button The Sales Order Detail screen is updated to include the selected inventory items Figure 3 196 and calculates the order total Continue to add as many inventory items as desired Page 190 Sales amp Purcha
38. 3 171 displays providing all the known customer information in the appropriate fields 181 x 3 Add Change Tickler Microsoft Internet Explorer File Edit View Favorites Tools Help Add Change Tickler Company ID Company Date Cust JONJ1 Customer Aging Phone 813 562 2654 Co Name Sonia Jones Interior Design Fax 813 560 2601 Contact Denise Jones Email sonia indesign com Address 5011 Cleveland Avenue Special Residential Unit 605 Clearwater FL 33612 Region TPA Schedule New Event View Inventory Sales History Back to Previous Back to Main Menu Information on Tickler Tickler Date 031505 Support Rep Pub Customer JONJ1 Customer Name Sonia Jones Interior Design Contact Denise Jones Phone Number 81 3 562 2654 Ticket Number Check Description 1023 Commentt FL Comment2 Save Tickler Save and Create Ticket Save and Complete View Tickets for Sonia Jones Interior Design Review All Prior Year Tickets for Sonia Jones Interior Design lt Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT v fi ttre Figure 3 171 Add Change Tickler Screen Page 162 Customer Support Chapter 3 DP DashBoard User Manual The following table describes the Add Change Tickler screen details Upper Section Cust Number associated with the C
39. 3 23 RETA A sins Puasa A 3 161 3 164 3 166 3 167 3 168 3 169 Customer Support AC a id O A TE A IA a 3 165 3 166 SI AA SEO A II IN 3 160 Pit A ME A ue RN 3 159 3 164 3 165 PREVICW Ce SIC ido ten TO SiO 3 208 S CAN 3 183 Sales Order Add NOW sgsr osne a E E A E A 3 183 VES a a a Os cal a on ciel 3 193 sample Documents ti A ASA AAA ASAS 3 217 Index Page VII DP DashBoard User Manual SOPE BLOCKING ua O 4 1 4 4 4 5 e 180 o A II O E 4 3 A A ET 3 174 Customer support Ticket Dy NUDE a ae Isa 3 174 Customer Support Token ARTE E A E dias 3 173 SCULLY System Groups and USE until lll ita tales loft atrasa ice 2 11 A A E A A NE 2 11 Secuela ras aaa neonates 2 8 2 9 CONIL 2 9 a e A o Stead Nat Ree ee ech cue E endian nase adobe acetates aaah nse ectdemteale 2 1 2 15 2 16 2 20 2 28 o Ee SAW DESC EY A A A A IN IS 2 27 2 28 Contisute POWERS ekaina nea A A A aii 2 15 install DP Dasiboard Om IES VE A 2 20 Install Microsoft Information aa 2 1 Setup POWERServeras a WIN32 Service on Meer a 2 16 SERV ER OBJECT ERROR 0 SS ARA AAA AAA AO 4 6 An uses were ieau E E as oh seer taste anes E E 2 11 2 17 3 12 3 17 3 23 3 28 3 73 PON ANE DN Companh eS ile 3 50 Department a a a de 3 12 MAPS DECIO rd id it ocios 3 28 POWERSEN rita A AAA AR ARA A A A A A 2 17 RESOUICES tl to au sua a A petal esses a A 3 23 Security System Groups and USES ui aii is li A AI E EA d 2 11 setup POWERServer as a WIN32 Service on the een la adi 2 16 US
40. 30 03 2 916 93 05 12 03 69115 Inv Invoice 06 11 03 525 00 05 15 03 69128 Inv Invoice 06 14 03 1 155 00 06 01 03 69107 Inv Purchase for Job 07 01 03 416 94 06 01 03 69108 Inv Invoice 07 01 03 275 00 09 10 03 69147 Inv Invoice 10 10 03 3 090 00 10 31 03 69183 Inv Invoice 11 30 03 20 574 25 11 17 03 69157 Inv Invoice 12 17 03 24 366 00 12 24 03 69161 Inv Invoice 01 23 04 27 854 25 Total 142 772 73 Back to Previous Norma hang ese On DUE Deke Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v A E Figure 3 159 Accounts Receivable Aging Drilldown gt Normal Due Date Aging Report gt Customer Drilldown Report example 2 of 2 Page 150 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual The following table describes the Accounts Receivable customer drilldown report details Customer Name Name of the customer Customer Phone Phone number of the customer Customer Contact Name of contact for the customer Customer E mail E mail address of the customer contact Date Date of the transaction Invoice Invoice number associated with the associated customer name You can drilldown to view detailed transaction data in the format specified for Aging Criteria Normal or Past Due and Aging Type Due Date or Invoice Date Type Describes the transaction type that is defined when creating the initial transaction
41. 675 37 0 00 1 213 794 59 632 897 87 2 001 280 54 80 431 18 Back to Main Menu CURRENT ASSET 3 611 636 88 862 675 37 0 00 1 213 794 59 632 897 87 2 001 280 54 626 339 25 Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y E http dpdashboard dpro comjreports drilldown2 asp BegAcc 100008EndAcc 1 19998 ineDesc CURRENT ASSETS amp Message CURRENT ASSETS Internet L Figure 3 123 Financial Statement Drilldown gt Balance Sheet gt Current Assets Example A Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date CURRENT ASSETS Back to Previous 11100 11105 11110 11120 11200 11300 11310 11320 11350 11355 11360 11390 11400 11405 11406 11410 11420 11430 11440 11450 11600 11700 11800 Cash in Bank Bank of America Petty Cash Cash in Bank South Trust Bnk Cash Payroll South Trust Bnk Notes Receivable Owners Accounts Receivable Customer Accounts Receivable Other A R Employee Receivables A R Tampa Main Office AJR Orlando Warehouse AJR Miami Warehouse Intercompany Account Inventory Tampa Main Office Inv Orlando Warehouse Inventory Miami Warehouse Inventory Supplies Tampa Inventory Finished Products Accrued Inventory Recei
42. 92 NET A MAN A II IE A TD ee OO MS oe ne A 3 88 Mark AS A A A O A cute wis Susioiee 3 92 Eontisurati n OPMOMs TSE TA AAA AAA ACA AAA AA AED 3 8 pasee E TE E E EE ceca eden eealee ahaa rahi cea dace aan Wades cuatde A E ana aden A T E E T E EE ETENN 3 8 COMM OUE a AS eaten avast T AAE T E 2 8 2 9 2 15 2 28 Coniieure Security System OBJECTS E Mat cer A a E 2 8 MES O 2 28 Microso IIS WEEDS CL VEL eaaa ta S 2 27 CW TERS iV O DUO ri di A A A E E bae 2 15 SECUNDARIA SAI AA AAA ESA 2 9 Consolide ati cdi 3 109 3 110 EOD O A A TS 3 110 Perform General Ledger Company Consolidado 3 109 COMA erat sli ti te My ed hasten O tdci teclat 3 181 Add AIN a A A A EA AA a a 3 181 Corporate Docume 11S v2 it A lia aL 2D VERE 3 217 Create Data Piles rd TA A A SA A a 2 6 CREATE DATA PIES taaan lisa dc 2 6 Customer Prorile uta Oi OS 3 175 3 176 3 177 3 178 3 179 3 180 3 181 FAN GG Mpeg te eer ooo oa 3 179 3 180 3 181 VAN Sis ote shee acca cst aia gaa ee ch le a a thle cl S 3 176 Customer opposite eae 3 159 3 165 3 166 3 173 3 175 3 179 SR SO e PrO AA O IT AT 3 179 Change Customer Prone 1 rar AR A RAS A Ii ion a 3 175 Review Add Customer Support Tick id Dia 3 165 ReviewAdd ek ua AAA 3 159 3 183 3 193 3 196 3 199 Ser NACL UM CG gall Lila lt a A a O A TO 3 173 Customer Support TIOS isa AAA SA A a 3 165 3 172 3 174 PN Osa apa nied Sata iats ase Sa asec ena Maa tse wae E tal ice ota ant tee adi tan aurea Ral ea A A ake masees anos eta 3 16
43. A A TA A ica 3 149 ANTIVIRUS gt OE TWARE SETTINGS puscaralerrat lt a soto e caia eds 4 1 B Balane SD a lodo Na 3 111 3 112 3 113 3 119 POES OW AY E Duda ca seantceaDuR OA Lae ia ia A ut E EOE aged 3 119 Display Repara dd E a EA 3 111 O A dna iecanacdted item dca ael N E AEE N EE EONS E 3 119 Balance Sheet RCO OE Caceres sueeta eres a sue ante neat dvr aw duanl aie dana bitdtielraouriusad lied 3 113 3 119 LS ay hates O LCR 3 111 DEL Oy sec o yg tah te siesta eta oak Doves asda c ad Poss aa asic odd Poses CadReceaasal oesacasl tsa ated tives aikedtestadeeaisucgeateieses 3 119 A O ate N S 3 131 Bank A CCOUNL Bilant a A E RE AE A EU io lola 3 131 3 132 Display e 016 ancient dd ca SO Neat ciao lets 3 131 O 3 131 Bank Account Balances DOT DEA A AA ee A E tai 3 131 3 132 DEDA as ce E od emer 3 132 A O Paice E ae aaa ee Paa ws ven e elected nas Sade deanna eananndeaaxes anette 3 132 3 134 C Calida 3 75 3 76 3 77 3 78 3 79 3 80 3 81 3 83 3 85 3 96 3 97 3 98 3 99 Access Calendar ot ccaa 3 76 PROG NeW EVE AS AE AA AE AAA AA 3 78 Change Calendar Event trom My Worksheet Opt Ons aia a adas 3 98 A O 3 85 VIEW SPECIES A stedouraseesSwetsteacoedeeratss 3 78 Calendar Event from the My Worksheet Op MOMs ot at da be 3 95 3 99 PROG remse ASA AAA SAA ASADA DA ARA A AA 3 95 CHINE E O A 3 98 A vite E E N E EA 3 122 3 123 3 125 DISD ay REPO e a es td is toalla atone 3 123 DOGON iio AENA a ida 3 123 Chano erorcen E A ss 3 3 3 4 3 5 3 7
44. Add Ticklers Review ii ustomer Support Tickets search for Customer Support Ticket Change Customer Profile Add a New Customer Profile Sales Purchasing Add New Sales Order Figure 2 168 Reports amp Drilldowns gt Review Add Ticklers Chapter 3 Customer Support Page 159 DP DashBoard User Manual To Review a List of Ticklers 1 Inthe center of the DP DashBoard Menu System screen Error Reference source not found select the Review Add Ticklers option from the Customer Support section The Review Add Support Ticklers screen Figure 3 169 displays listing existing tickler information 3 Review Add Support Tickers Microsoft Internet Explorer E 8 x File Edit View Favorites Tools Help ae Review Add Support Ticklers _ Company ID Company Date Back to Previous Back to Main Menu Add New Tickler Display the Detail of All Ticklers 09 03 2003 o HOUSE 1114 System questions 123456 Bill Smith LM9 00 ea Esn Hs 09 22 2003 o HOUSE ra Having Problems 433456 Bill Smith 813 995 7521 Bill Smith LM 8 15 12 19 2003 o HOUSE 1407 JONJ1 Sonia Jones Interior 813 562 2654 Denise FL Design Jones Add New Tickler Display the Detail of All Ticklers Back to Previous Back to Main Menu Powered by POWER Server Copyright 1935 2003 by Data Pro Accounting Software Inc version 6 5 EXIT a internet Figure 3 169 Review Add Support Ticklers Screen The following table describes the Review Add Supp
45. Adding New Marketing Documents Document Company ID Company Date Back to Previous Back to Main Menu Adding New Marketing Documents Document Description Source File a Browse Security System Module Security System Object CO Add Document The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 66 Adding New Documents Document Screen Marketing Documents Example lt Enter gt a description of the document in the Description text box In the Source File section lt click gt the Browse button The Choose file window displays Select the appropriate folder from the Look in pull down menu from the Choose file window a us Select the desired file or type in the exact filename of the document in the File name text box Chapter 3 DP DashBoard Admin Page 63 DP DashBoard User Manual NOTE The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Files cannot exceed 4 mb for upload If documents are over 4 mb an error will display You can alternatively upload a large document by making it a link on your network Then in DP DashBoar
46. Back to Previous Back to Main Menu Customer NATI1 National Auto Parts Customer Contact Jeff Williams Phone 813 224 5697 E mail jeffw nap com Trans Date 04 30 03 Trans Num 69074 Trans Type Inv Trans Desc Invoice marem sales Codo Description Guantiy UM Unt Price ExtendedPrice COS Amount 51301 Framing 0 00 Each 0 00 1 786 87 0 00 51501 Roofing 0 00 Each 0 00 5 339 63 0 00 Elliot Frank 51361 Framing Labor 70 00 Hrs 0 00 0 00 1 334 38 Elliot Frank 51561 Roofing Labor 10 00 Hrs 0 00 0 00 168 75 Franklin Albert T 51561 Roofing Labor 80 00 Hrs 0 00 0 00 1 275 00 Gordon Jim 51561 Roofing Labor 80 00 Hrs 0 00 0 00 1 275 00 Wright Ron 51561 Roofing Labor 80 00 Hrs 0 00 0 00 1 275 00 Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 A K Pone E D nene Figure 3 166 Accounts Receivable Sales amp Reporting Drilldown gt Sales Code Summary Report gt Trans Drilldown Report example 2of2 The following table describes the Accounts Receivable Sales Code Summary report transaction number drilldown report details Trans Date Date of the transaction Transaction Num Transaction number associated with the selected invoice Trans Type Describes the transaction type that is defined when creating the initial transaction Transaction types include invoice credit memo
47. Calendar screen Figure 3 80 1 From the desired calendar see To View a Specific Calendar lt click gt on the Event to be modified The Changing Event screen Figure 3 88 displays 3 Changing Event 123 for 08 27 04 Microsoft Internet Explorer E lal x Changing Event 123 for 08 27 04 Xx El Company ID Today s Date Changing Event 123 Description Budget meeting Type Attendees y Event Date 082704 Department Sales gt Start End Time 03 004 09 004 Category Appointment User ID sysadm Event Status Open Comments Bring 2005 budget info zi Available Attendees Available Resources l Click to Add or Remove Selected Attendees Clidk to Add or Remove Selected Resources Admin User aj Admin User Main Conference Room a Accounts Payable User Ben Hannon Demo Conference Room Accounts Receivable User Elliott Smith Laptop Notebook 1 Ben Hannon Laptop Notebook 2 12345678901 2345678901 2345678 y North Demo Room he Select Customer xi Select Vendor x Check for Conflicts M Save This Event Quit Without Saving Save As New Event How to use the Change Date feature Refresh Rate Powered by POWER Server Copyright El 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT v Figure 3 88 Changing Event Screen Make any desired changes to the event see To Add a New Event lt Click gt the Save This Event button or Save As New Event button to save any changes The Change Event sc
48. Copy Authority Replace Authority Enable Authority ze A El fo i Force Password Change Security Configuration Maintain Data Files NA A Figure 2 10 Security Administrator Menu gt SetUp and Maintenance gt Create Company Rights The Create Company Rights dialog box Figure 2 11 or the Update Company Rights dialog box displays W Create Company Rights E Ioj xi Tools Launch Use Access Rights from Company li st oe Figure 2 11 Create Company Rights Dialog Box 3 lt Click gt the Start button 4 After performing this function for each company lt click gt the Close button Page 2 10 Installation Chapter 2 DP DashBoard User Manual To Setup Security System Groups and Users These options define the security access to the DP DashBoard configuration option for each group or user Refer to the Advanced Security Administrator manual for instructions on how to setup the security system NOTE The DP DashBoard security objects are defined in the Security Objects Definitions Reference Manual found in your System Administrator User Manual 1 From the Infinity POWER Security Administrator Main Menu options lt click gt the Set Up amp Maintenance menu option and select the Set Up Users or Set Up Group sub menu option Figure 2 12 File Systems Reports Set Up and Maintenance Help Set Up EEN Dy bid J Assign Users to Groups Create Company Rights Update Company Rights El f fi Delet
49. DP DashBoard Menu System screen select the View Historical Sales History by Customer option from the Sales amp Purchasing section The Select Customer by Number Name or Phone screen displays screen Figure 3 212 displays 3 Select Customer by Number Name or Phone Microsoft Internet Explorer File Edit View Favorites Tools Help Select Customer by Number Name or Phone Company ID Company Date View Inventory Sales History by Customer Please enter the Customer Number Name OR Phone for this option Customer Number Search Customer Name Search Customer Phone Search o io View Inventory Sales History by Customer Bari Man Mani HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT As nternet Figure 3 212 Select Customer by Number Name or Phone Screen View Inventory Sales History by Customer 2 Perform one of the following search options a Enter the full or partial assigned customer number in the Customer Number text box lt Click gt the Search button The Search Customer View Inventory Sales History by Customer screen displays Figure 3 213 NOTE The customer number must be entered exactly as it is defined in the Infinity POWER A R module Chapter 3 Sales amp Purchasing Page 203 DP DashBoard User Manual OR b Enter the full or partial name of the customer in the Customer Name text box lt Click gt the Search but
50. DashBoard Admin gt DP DashBoard Config gt Setup Configure Users option Employee information such as name title department location phone numbers and e mail addresses are provided If an e mail address is provided you can send an employee an email directly from this screen The company address contact information and image are all user defined and are setup in the DP DashBoard Admin gt DP DashBoard Config gt Setup Company Logo amp Phone Numbers section This option is accessible in the Maps amp Lists section of the DP DashBoard Menu System screen Figure 3 226 Chapter 3 Maps amp Lists Page 215 DP DashBoard User Manual u system Date Maps Lists consolidation Maps amp Directions ec Internal Phone List Documentation NS Marketing Documents i Corporate Documents TOS ES Support Documents wn MY Sales Documents ig amp Orilldown Bag Technical Documents Figure 3 226 Maps amp Lists gt Internal Phone List Option To Access the Internal Phone List 1 On the right side of the DP DashBoard Menu System screen select the Internal Phone List option from the Maps amp Lists section The Corporate Phone List screen Figure 3 227 displays 181 x 3 Corporate Phone List Microsoft Internet Explorer File Edit View Favorites Tools Help Corporate Phone List Company ID Company Date CORPORATE PHONE LIST Back to Previous Back to Main Menu Data Pro Accounting Software Inc 150 Second
51. Date 04 30 03 Latest Date Description Stock Order Vendor SO 78666 PO Status Shipping Inst Best Way Ship To Address Information 100118 Name Infinity POWER Sample Company Inc Address 5439 Beaumont Center Blvd Suite 1050 City Tampa State FL Zip Code 33634 Country Description Quantity Totals 20 150 2241 Roofing Tar Paper Rall 200 00 Si 5 00 3 166 00 203317 Roofing Tar Gal 20 00 ES 675 00 20 164 6141 Roofing Nails Bag 40 00 10 31 412 40 30 140 2200 Roofing Shingles Box 120 00 46 28 5 553 60 Total 9 807 00 Discount 0 00 Order Total 9 807 00 Purchase Order 100118 u ack to Mein Mani Back to Previous HELP Powered by POWER Serwer Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT ia Bor tg internet Figure 3 206 View Purchase Order Detail Screen Inventory Item Inquiry This option allows you to search for a specific inventory item You can search inventory items by inventory item number or by a keyword description The following screen illustrates where the Sales and Purchasing gt Inventory Item Inquiry option is located on the DP DashBoard Menu System screen Figure 3 207 PETIT A AA ee er OO SFin Add Hew Sales Order View an Existing Sales Order View an Existing Purchase Order Irmentoryjtern Inquiry View ry Sales History by Customer Custom Applications Figure 3 207 Sales amp Purchasing gt Inventory Item Inquiry C
52. Documents and Ray Sheds Light Documents Perhaps your company has a Public Relations Department but not a Marketing Department Perform the following steps to rename the main menu title NOTE Changing the main menu title will automatically update every screen menu option that this name reflects 1 From the Setup Documents screen that you wish to change the title Figure 3 60 lt click gt the Replace Main Menu Title option to change the title as it displays in the Documentation section of the DP DashBoard Menu System screen The Changing Documents Main Menu Title screen Figure 3 61 displays Changing Marketing Category Main Menu Title Company ID Company Date Back to Previous Back to Main Menu Changing Marketing Main Menu Title Main Menu Title Marketing Save Changes Back to Previous Back to Main Menu Figure 3 61 Changing Documents Category Main Menu Title Screen Marketing Documents Example 2 Highlight the existing title in the Main Menu Title text box and lt enter gt the desired new title ex Public Relations 3 lt Click gt the Save Changes button The new title now displays on the selected Setup Documents screen and also in the appropriate Documentation section of the DP DashBoard Menu System screen Figure 3 62 Page 60 DP DashBoard Admin Chapter 3 DP Dashboard Configuration Options Global Configuration Options Setup Configure Departments Setup Configure Users Setup Co
53. Documents Link screen Figure 3 68 displays 3 Adding New Marketing Documents Link Microsoft Internet Explorer 18 x File Edit View Favorites Tools Help ay Adding New Marketing Documents Link Company ID Company Date Back to Previous lt Back to Main Menu Adding New Marketing Documents Link Description PO Link Address ite Security System Module O Security System Object es Add Link The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 68 Adding New Documents Link Screen Marketing Documents Example 2 lt Enter gt a description of the document in the Description text box 3 lt Enter gt the path to the desired website in the Link Address text box Page 66 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 4 lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document 1 e This could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then l
54. EXIT v l i EO da Internet Figure 3 115 Balance Sheet Reports Screen Balance Sheet report formats available are Normal Prints a Balance Sheet in standard format two pages The exact way the report is presented and printed is controlled entirely by the user in setting up Financial Statement Maintenance in the Infinity POWER General Ledger module This normally includes Asset accounts on page one of the report and all Liabilities and Owner s Equity accounts on page two Budget Prints a Balance Sheet that includes any budgeted numbers setup in the SetUp Comparison Accounts option when configuring your Chart of Accounts or the option to setup or enter change budgets in the Infinity POWER GL module The report will compare the budgeted numbers against the actual and print any variance between the two numbers Any over budget amounts will appear as a positive number under budget as a negative number Comparative Prints a Balance Sheet with two printed columns of information The first column Year reflects the current year s information as of the system date This information is identical to printing the normal Balance Sheet The second column reflects the prior year s information configured in the Set Up Accounts option in the Infinity POWER GL module Page 112 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Comparative Prints a Balance Sheet that compares the current month s actual account balance
55. Edit View Favorites Tools Help Accounts Payable Aging amp Drilldown Company ID Company Date Future Due Aging Back to Previous Back to Main Menu vendor Name Bower s Roofing Supplies vendor Contact Tom Hill vendor Phone 813 247 8841 vendor E mail pate finvoicet e Ductate Amount 03 23 03 96 0072 Ret PO 100105 05 07 03 2 430 00 04 20 03 PO 100110 05 20 03 29 520 00 04 20 03 y PO 100110 Suspense 3 280 00 04 30 03 960153 PO 100114 05 30 03 51 840 00 04 30 03 96 0153 for this record PO 100114 Suspense 5 760 00 Total 92 830 00 Future Due Aging Back to Previous Back to Main Menu Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v http d dash66 dpro comfreports aptrans2 asp YendNum B0W18InvDate 0420038InwNum 96 01 128dnvType 1 gg Internet Figure 3 148 Accounts Payable Aging amp Drilldown gt 7 Day Future Aging Report gt Customer Drilldown gt Invoice Drilldown Report example 1 of 2 Page 140 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual E Accounts Payable Transactions amp Drilldown Microsoft Internet Explorer T 2 x File Edit view Favorites Tools Help Accounts Payable Transactions Drilldown Company ID Company Date ay Back to Previous lt Back to Main Menu Trans Date 04 20 03 vendor BOW1 Bower s Roofing Supplies Trans Num 96 0112 ve
56. Heading Link section File Name Link Name of file link of new document System generated based on the document file selected or path to the link provided when you select the Add New Document or Add New Link option in the Setup Marketing Documents screen Last Update Date of most recent update to the file link added This column is automatically updated as files links are revised Remove Hyperlink Allows you to delete a document from the selected Documents screen on the DP DashBoard Menu System screen see the To Remove a Document Heading Link section Chapter 3 DP DashBoard Admin Page 59 DP DashBoard User Manual View Hyperlink Opens the selected document for viewing Headings added to the list of documents in the Setup Documents screen are labeled as such in the View Column Security Object System generated Displays the security permissions allocated to that particular document that were set up when the Add New Document or Add New Link option was selected If security permissions are modified this column will be automatically updated To Replace a Document Main Menu Title This option allows you to rename the main menu title as it appears in the Documentation section of the DP DashBoard Menu System screen Figure 3 58 By default DP DashBoard is configured with the following Documentation main menu titles Marketing Documents Corporate Documents Support Documents Sales Documents Technical
57. Help Figure 2 39 Properties gt Documents To Allow Active Server Pages Windows 2003 Only If you are running Windows 2003 the Active Server Pages option MUST be set to Allow the web server to process active server pages 1 From the Computer Management screen Figure 2 34 under Services and Applications gt Internet Information Services lt click gt on Web Services Extension The contents of the folder display in the right window 2 lt Click gt the Active Server Pages option A pop up menu displays 3 lt Click gt The Allow option The status of the Active Server Pages now displays Allowed Figure 2 40 Page 2 30 Installation Chapter 2 DP DashBoard User Manual CL Computer Management Al ES m File Action View Window Help at S 2 S gt Services and Applications Web Service Extensions E E Telephony z Services BE WMI Control 61 488 Indexing Service EP Internet Information Sers pl Web Service Extension Status Fall Unknown ISAPI Extensions Prohibited F al Unknown Cal Extensions Prohibited G Application Pools aha Ea server Pages isis Allowed Eo web Sites ASP NET v1 1 4322 Allowed 8 Default Web Site Properties BITS Server Extensions Allowed i internal E FrontPage Server Extensions 2002 Allowed ag W l Jash G ET E Internet Data Connector Allowed E custdb E Server Side Includes Allowed H dpdashboard WebDAY Allowed H internaldb Add a new Web se
58. History b E ies 9 Internet Figure 3 213 Search Customer gt View Inventory Sales History by Customer Screen 3 Select the desired customer from the Name column Figure 3 213 The Customer Inventory Sales History screen Figure 3 214 displays details of all the invoices related to that customer Page 204 Sales amp Purchasing Chapter 3 DP DashBoard User Manual 3 Customer Inventory Sales History Microsoft Internet Explorer l 8 x File Edit View Favorites Tools Help Qx X 7 x B A pe Search 52 Favorites yA fe Customer Inventory Sales History Company ID Company Date Cust JONJ1 Customer Aging Phone 813 562 2654 Co Name Sonia Jones Interior Design Fax 813 560 2801 Contact Denise Jones Email sonia indesign com Address 5011 Cleveland Avenue Special Residential Unit 605 Clearwater FL 33612 View Inventory Sales History Region TPA Schedule Event Add Order View Inventory Sales History by Customer Back to Previous Back to Main Menu a Search Page Powe EA ET ema Description TT Ext Price Addto Cart 02 28 03 Invoice 69064 JF Vendor SUN1 Concrete Materials 755 00 26 60 20 083 00 f 03 10 03 Invoice 69066 JF Franklin Albert T Concrete Labor 80 00 18 29 1 463 20 a 03 10 03 Invoice JF Gordon Jim Concrete Labor 80 00 18 29 1 463 20 E 03 10 03 Invoice 69066 fright Ron Concrete Labor 15 00 18 29 274 35 i 03 10
59. Infinity POWER Customer Support Management CSM module P N 275 at no additional charge This module DOES require the Accounts Receivable module P N 104 for full implementation Therefore if you intend to fully deploy the CSM features within the DP DashBoard system that are supported by this product you must have the Accounts Receivable module installed too In future years if you decide not to utilize these advanced product features you may elect not to include this product as part of your Annual License Fee ALF As mentioned in the previous requirements section in Chapter 1 if you intend to utilize the various features such as the Financial Reporting capabilities 1 e Balance Sheet Income Statement you must also have the General Ledger module P N 101 installed and configured Or if you want to be able to access the Accounts Payable transaction reports agings and drilldowns you must have the Accounts Payable module All of these modules MUST exist in the Infinity POWER accounting system for them to appear and be accessible in the DP DashBoard system There is a direct correlation between the existence setup of these products and the availability of these products within DP DashBoard Remember the DP DashBoard system has a broader management use and is not intended to replace the daily transaction processing flow of the normal accounting software For example the printing of checks in Accounts Payable is going to continue to be don
60. Interest Income 0 00 0 00 45000 Sales Returns and Allowances 1 037 45 7 599 46 45000 1 Sales Returns and Allowances 0 00 0 00 450002 Sales Returns and Allowances 0 00 0 00 46000 Cash Discounts Earned 846 80 4 463 00 46000 1 Cash Discounts Earned 0 00 0 00 460002 Cash Discounts Earned 0 00 0 00 47000 Service Charges 202 78 202 78 47000 1 Service Charges 0 00 b 470002 Service Charges 0 00 0 0 This will list the gt http dpdashboard dpro com reports drilldown3 asp AccNum 470002AccDesc Service Charges amp DateRange TD Es Zz m Internet Figure 3 130 Financial Statement Drilldown gt Cashflow gt Net Income gt Service Charges example Chapter 3 Reports amp Drilldowns Page 125 DP DashBoard User Manual A Financial Statement Drilldown Report Microsoft Internet Explorer x File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Service Charges 47000 Back to Previous lt Back to Main Menu SS COI CT CS CCT IT 04 30 2003 National Auto Parts 04302001 AR 202 78 Total Service Charges 47000 202 78 Service Charges 47000 Back Main Meni Back to Previous Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v oT D nteret Figure 3 131 Service Charges Drilldown Report example The following table describes the Service Charges report details
61. Internet Explorer Financial Statement Drilldown Report Company ID Company Date Income Statement Back to Main Menu Figure 3 133 Financial Statement Drilldown gt Income Income Statement gt Operating Expenses example Financial Statement Drilldown Report File Edit View Favorites Tools Help Microsoft Internet Explorer Financial Statement Drilldown Report Company ID Company Date Back to Previous OPERATING EXPENSES Back to Main Menu account peseription MEAN V T Amount 60000 Inter Dept Payroll Transfers 0 00 0 00 60000 1 Inter Dept Payroll Transfers 0 00 0 00 60000 2 Inter Dept Payroll Transfers 0 00 0 00 60100 Wages and Salaries 18 553 32 54 996 61 60100 1 Salaries Commercial 11 018 76 25 753 76 60100 2 Salaries Residential 0 00 16 226 25 60500 OH Expense Allocation 2 203 76 8 747 83 60500 1 OH Expense Allocation 0 00 0 00 605002 OH Expense Allocation 0 00 0 00 61000 Advertising Expense 0 00 0 00 61000 1 Advertising Expense 0 00 0 00 610002 Advertising Expense 0 00 0 00 61500 Automobile Expense 0 00 818 93 61500 1 Automobile Expense 0 00 29 00 615002 Automobile Expense 0 00 17 00 62000 Bad Debt Expenses 0 00 0 00 62000 1 Bad Debt Expenses 0 00 0 00 62000 2 Bad Debt Expenses 0 00 0 00 63000 Insurance 945 79 2 877 80 63000 1 Insurance 6 000 00 24 000 00 63000 2 Insurance 6 000 00 24 000 00 63500 Insurance Worker
62. Maps Directions CIEN eiii 3 29 3 30 Setup Matketino Documents SETE A A A A A A A A A ATA 3 58 3 59 3 60 setup Contioute Depatiments S Creada a A A A a 3 12 Setup Contetre ResQuicEs o Olas cet red E cost decoro ETEN 3 23 3 24 Setup On eure Users Sre a a E AS A AS E E eRe enone 3 18 Account Balance Seenen AAA A A A AA A aa 3 131 Accounts Pay ables ican a 3 135 3 136 3 137 3 138 3 139 3 140 3 141 3 142 3 143 3 144 Display R DOE nara atado o ida ocaso site ONES 3 135 3 142 Pido wr ASNE REDONDA A A AAA DANS 3 138 Accounts Payable Aci Dridown REPO alado 3 135 3 138 DI e ios cual 3 135 Dildo dt iii 3 138 Accounts Payable Transactions ee DAWN A Illia rd 3 142 Accounts Payable Transactions amp Drilldown Report iii a A a ES 3 142 3 145 A tne Men stom acre VEEN Ure oa NERC tury ore ea ee error eT aterm Oe Ere ata rere ere pers ory eneee er ne eere 3 143 DIA WA A IL RIO OS A di 3 145 3 146 ACOOUNS RECE IVA DIE eeraa atetateicdusated engine O 3 147 3 148 3 149 3 153 3 154 3 155 3 156 Binay Repo a a a E T A A ci 3 147 DONdOowr AS ne Re POR tena AA A AA A A A a 3 147 Accounts Receivable Acine g DEl WERE aca 3 147 3 149 O nn O a ea ae Sage aaa a a tes mane er ate e eect 3 147 DIT tddi di dl ii PA T 3 149 3 150 3 151 3 152 3 153 Accounts Receivable Sales Reporting amp Drow Mia a is 3 153 3 154 Accounts Recervable sales Reportino Dirilldowi Report A A A tea 3 154 DISPARA E AAA AA AAA A A resales 3 155 A Sa E FA A E A
63. Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 56 Company Configuration Screen Remove Function 1 From the Company Configuration screen Figure 3 52 scroll down the list of companies displayed and lt click gt the Remove option associated with the desired company to be removed Figure 3 56 A message displays confirming the company will be removed from the menu 2 lt Click gt the OK button to delete the company from the list of available companies The Deleting Company screen displays Figure 3 57 verifying the Company ID and Company Name to be deleted Chapter 3 DP DashBoard Admin Page 55 DP DashBoard User Manual 23 Deleting Company on Line 1 Microsoft Internet Explorer j E laj x File Edit View Favorites Tools Help ay Deleting Company on Line 1 am E Company ID Company Date Back to Previous Back to Main Menu Company ID fins Company Name Infinity Sample Company Inc Delete Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 57 Deleting Company Screen 3 lt Click gt the Delete button to complete the remove function A message displays confirming the company index has been updated The window closes and returns to the Company Configuration screen The company has now been removed from the company list O
64. Mik LUE AEIO OS q PAN NI II O O IA EN 2 1 A LE 2 1 Microso imonning Serve iS a odia ld oa 2 1 MO E 3 15 3 21 3 26 3 38 3 39 3 49 3 53 3 54 3 58 3 67 3 68 3 69 3 165 COMPA aio con salte ic ideo tre 3 53 Company Address and Phone NUDE dista SAA AAA 3 49 DEPARA SE a Des 3 15 Documents Document He adi ia 3 69 Maps Directions Document Head lid E E dd 3 38 LISA O NI O A ID IN IA AE O TA 3 26 3 27 A E E E E EE mates 3 165 O O 3 21 3 22 Modify Document Head La dat Ai A AA ASA EA E EA AA A tle E E A RED 3 67 Modify Documents Docament Head Like idad 3 68 NU A II A IA shea tecied te eee aclu ac tenia tesa tee dated ee ogee 3 93 3 94 3 99 3 101 ACCESS My WOEKSHECISS CEC vais cys A a tato 3 94 PROT A so Seria estates oatnlned a a a balers ae A 3 99 Channo Eventos id Oe APR OE ST drt CRC Pe OTe ere One wer rT Ee Oe ree 3 98 3 99 Change Task T omheen a O LO 3 101 New Customer Prone raid ii dick 3 179 RR RR A 3 179 New Evento a Calendar sis DAA AAA VAL eaten REN 3 78 O ltd es tira oie 3 78 3 80 3 97 Norton ANUV TUS aaran lso 4 1 4 4 4 5 A O 2 8 Coni eure Securty ys tentO DeCS sc lt cda lacio 2 8 A A O E O AL T 3 106 3 215 3 221 Documento MK A AA A A ASA AAA TAE AA NAAA pee sieleet ett 3 221 Maps Directions Document o Ud el dere 3 215 Rays neds Lie ht Document LM A A A ida 3 106 P AYR OUST IVES FUE aS acre ho ee tttee soa sacs ns ilcaow e 3 208 PROROCI fel Dare E toute dai citas rreeen carey Teme E aa 3 48 REPITE ron
65. My Worksheet section Task Lists all tasks entered from the Project Task Manager by Category such as My Tasks Departments Tasks and All Assigned Tasks Priority Specifies the priority assigned to the task when it was added to the system Priorities can be set to Urgent High Normal Low or New Department Specifies the department assigned to the task Project Name of the project the task is associated with Assigned when a new task is added Description Text Box Enter a description of the task Assigned Specifies whom the task is assigned to Type Specifies the type of task Types include Assigned Unassigned Completed and Private Status Specifies the status of the project at the time it is added to the system Status can be set to New Task In Progress On Hold or Completed Start Date Lists the date the project commences End Date Lists the date the project is expected to be completed Chapter 3 Calendar amp Tasks Page 89 DP DashBoard User Manual 2 lt Click gt the Review All Task Detail option to list all details for each task listed The Task Detail Report screen displays listing details To Add a Task This option allows you to add a new task to your personal task list or to a specific department User permissions affect what tasks a user 1s able to view 1 e Only users assigned to the Marketing Department can see tasks related to Marketing 1 From the Review Tasks screen Figure 3 93 cli
66. Opens the My Weekly Calendar and Task Worksheet Screen From here you can add new tasks and then add them to the Event Calendar Calendar Clicking this pull down menu toggles between My Calendar and Corporate Calendar My Calendar shows only your personal events Corporate Calendar shows the entire corporate calendar plus any events you have made public Departments Clicking this pull down menu allows you to select All Departments or a specific department Only the specified events will display on the calendar Categories Clicking this pull down menu allows you to select All Categories or a specific category of events to display on the calendar e g appointments phone calls vacations etc Schedule New Event Selecting this option opens the Scheduling New Event window This option allows you to add either private or public events to the calendar Chapter 3 Calendar amp Tasks Page 77 DP DashBoard User Manual To View a Specific Calendar 1 From the top of the Calendar screen Figure 3 80 click the lt lt option to select the previous month or click the gt gt option to select the next month in the first pull down menu The selected month displays in full view and is listed in the pull down menu From the second pull down menu select the desired Calendar Year The selected calendar year displays in full view and is listed in the pull down menu From the third pull down menu select the Company C
67. Page e 1 Web Sites Remove Heading 2 Web Advertising Remove Heading e 3 Data Pro Accounting Software Inc http www dpro com Remove View e 4 The Accounting Library Certification acctgcert2 pdf 09 11 03 Remove View 5 Bumpads Inc http www bumpads com Remove View e6 Web Marketing Sample DealerTrainingblackborder html 07 28 03 Remove View SO SOO101 7 Legal Remove Heading e8 Law Document legal pdf 08 06 03 Remove View e 9 Price Lists Remove Heading e 10 Data Pro Price List pricelistfront amp back pdf 07 17 03 Remove View e 11 Data Pro s 3rd Party Price List 3rdpartypricelist pdf 08 01 03 Remove View e 12 test Visio WebServers pdf 01 28 04 Remove View e 13 AR ARCustytd rpt 02 13 04 Remove View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 69 Setup Documents Screen gt Modify Function Marketing Documents Example 1 In the Setup Documents screen lt click gt the list item to be modified in the Document Description column Figure 3 69 The Changing Documents Document Heading Link screen Figure 3 70 displays indicating the line number of the item to be modified Page 68 DP DashBoard Admin Chapter 3 E Changing Marketing Documen
68. Payable Customer drilldown report details Vendor Name Name of the supplier creditor Vendor Phone Phone number of the vendor contact Vendor Contact Name of contact for the supplier creditor Vendor E mail E mail address of the vendor contact Date Date of the transaction Invoice Invoice number associated with the associated vendor name You can drilldown to view detailed transaction data in the format specified for Aging Criteria 7 day 30 day and Aging Type Past or Future Type Describes the transaction type that is defined when creating the initial transaction Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Description Describes the purchase order number PO associated with the transaction Due Date Date the amount is owed to the specified vendor Amount Total amount due the to specified vendor Chapter 3 Reports amp Drilldowns Page 139 DP DashBoard User Manual 2 lt Click gt a component in the Invoice column Figure 3 148 to drilldown by invoice and display the next report level containing the specified detailed information The Past Future Due Aging report displays Figure 3 149 NOTE By clicking on the detail headers items listed can toggle between ascending and descending order 3 Accounts Payable Aging amp Drilldown Microsoft Internet Explorer File
69. Pop Up Menu Function Example To Access the Pop Up Menu 1 Up Menu displays At the top right of any DP DashBoard screen lt click gt on the Company Logo in the title bar The Pop Pop Up Menu Company 10 Today s Date Page 3 6 Using DP DashBoard Reports Drilldowns Perform General Ledger Company Consolidation Balance Sheet Income Statement Financial Statement Dnlldown Bank Account Balances Accounts Payable Aging amp Onlldown Accounts Payable Transactions amp Drilldown Accounts Receivable Aging amp Drilldown Accounts Receivable Sales Reporting amp Drilldown Customer Support Review Add Ticklers Review Add Customer Support Tickets Search for Customer Support Ticket Change Customer Profile Add a New Customer Profile Figure 3 7 Pop Up Menu Chapter 3 DP DashBoard User Manual DP DASHBOARD ADMIN The DP DashBoard Admin section of the DP DashBoard Menu System screen consists of the DP DashBoard Config and Color Styles Setup options Users MUST have administration rights to access these menu options Keep in mind that most options may be removed through Advanced Security limitations which are turned on and off through the Advanced Security Administrator module If you wish to specifically tune these features at this time go to the Infinity POWER System Administrator module and check the documentation on how to control user and group rights to specific options Otherwise this se
70. Price List pricelistfront amp back pdf 07 17 03 Remove View e 11 Data Pro s 3rd Party Price List 3rdpartypricelist pdf 08 01 03 Remove View e 12 test Visio WebServers pdf 01 28 04 Remove Yiew 13 AR Report ARCustytd rpt 02 13 04 Remove View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWER Server Copyright 1935 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 60 Setup Documents Screen Marketing Documents Example As documents are added they are displayed in a consecutively numbered list including the following document details Line Line number System generated and automatically increments to the next highest number as documents links are added You can lt click gt on a bullet and drag drop within the column to rearrange the order items appear in the list Document Hyperlink Description of document that you enter when you select the Add New Description Document or Add New Link option Clicking on an item in this column will open the Changing Documents Document window for the line item you selected This window allows you to modify the description source file and security information for that document This description also displays in the Documents screen in the DP DashBoard Menu System screen see the To Modify a Document
71. Purchase Order Please enter the Purchase Order Vendor Name OR Vendor Sales Order for this option Purchase Order Number E Search Vendor Number 7 Search Vendor Name WE Search Vendor SO Number E Search View a Specific Purchase Order lt Back to Previous lt Back to Main Menu HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 A C intermet Figure 3 204 Enter Purchase Order Vendor Number Name or Vendor SalesOrder gt View a Specific Purchase Order Screen 2 Enter the desired Purchase Order Vendor Number Name or Vendor Sales Order then lt click gt the Search button The Search Vendor screen Figure 3 205 displays listing the search results including the following details order date customer name purchase order and sales order Chapter 3 Sales amp Purchasing Page 197 DP DashBoard User Manual 3 Search Vendor Microsoft Internet Explorer l 18 x Fie Edt View Favorites Tools Help Search Yendor Company ID Company Date View a Specific Purchase Order Back to Previous Back to Main Menu Search Page VENDOR INFORMATION Select a Purchase Order by clicking the Purchase Order Order Date Vendor 0 Purchase Order 04 30 03 Bower s Roofing Supplies 78666 10011 04 30 03 Bower s Roofing Supplies il 04 16 04 Bower s Roofing Supplies 100152 04 21 04 Bower s Roofing Supplies 100153 04 23
72. Reconciliation Data She coat alba isa CRdatasheet pdf 07 06 05 Remove View e 7 Customer Support Manageme Print Target CSMdatasheet pdf 07 06 05 Remove Yiew e 8 General Ledger Data Sheet Cut GLdatasheet pdf 07 06 05 Remove Yiew 9 Inventory Management Data Copy IMdatasheet pdf 07 06 05 Remove View e 10 Job Cost Data Sheet Copy Shortcut JCdatasheet pdf 07 06 05 Remove View e 11 Purchase Order Data Sheet Bete POdatasheet pdf 07 06 05 Remove View e 12 Point of Sale Data Sheet Add to Favorites POSdatasheet pdf 07 06 05 Remove View e 13 Payroll Data Sheet Properties PRdatasheet pdf 07 06 05 Remove View e 14 Report Writer Data Sheet RWdatasheet pdf 07 06 05 Remove Yiew Figure 3 74 Setup Documents gt Download Document Template Function Marketing Documents Example Page 72 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Saveas a Save in E Documents gt O Pc My Recent Documents Desktop e My Documents sE My Computer S My Network File name EmployeeM anual doc Places Save as type Microsoft Word Document y Cancel Ze Figure 3 75 Save As Window 2 Select the desired directory to download the file into from the Save In pull down menu 3 If desired rename the document in the File Name pull down menu 4 If appropriate change the file type in the Save as type pull down menu 5 lt Click gt the Save button The document saves in the selected directory as the file name
73. Resources Microsoft Internet Explorer File Edit View Favorites Tools Help Setup Configure Resources Company ID Company Date Back to Previous Back to Main Menu Add New Resource Conference Main Conference Room adminuser Delete Demo Room Demo Conference Room adminuser Delete LAPTOP1 Laptop Notebook 1 adminuser Delete LAPTOP2 Laptop Notebook 2 adminuser Delete NDEMORM North Demo Room adminuser Delete P SCREEN1 Portable Screen 1 adminuser Delete P SCREEN2 Portable Screen 2 adminuser Delete PODIUM1 Portable Podium 1 adminuser Delete PROJ1 Video Projector 1 adminuser Delete PROJ2 Video Projector 2 adminuser Delete Add New Resource Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 24 Setup Configure Resources Screen The following table describes the Setup Configure Resources screen details Resource ID Maximum of 11lalpha numeric characters Abbreviation of the resource e g Projl for Projector 1 Resource Description Maximum of 28 alpha numeric characters Name of the resource Manager Name of user with manager permissions assigned to keep track of the resource Select to Delete Selecting a component in this column deletes the associated resource from the DP DashBoard system database To Add a Resource This option allows you to add resources to the DP DashBoard sys
74. Setup Maps Directions screen Figure 3 30 lt click gt the Add New Link option The Adding New Maps Link screen Figure 3 36 displays 3 Adding New Maps Link Microsoft Internet Explorer i l EE xj File Edit View Favorites Tools Help ae Adding New Maps Link El Company ID Company Date Back to Previous Back to Main Menu Description Cn S Link Address teh Security System Module Security System Object PO Add Link The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 36 Adding New Maps Link Screen 2 lt Enter gt a description of the document in the Description text box lt Enter gt the path to the desired website in the Link Address text box lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document 1 e This could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then leave this option blank See Step 6 NOTE in the To Add a New Maps amp Direc
75. State rea Zip Code Country 7 Contact 7 Phone ss Fax is E Mail Special 7 Seve View Customer Aging View Add Notes Detail View Customer Payment History Additional Contacts Add New Contact APS Add New Customer Information A a eee Y E Internet Figure 3 186 Change Customer Profile Screen Add New Customer Information Enter the Contact Information for the customer in the appropriate text boxes and pull down menus Select the additional customer contact preferences from the Mail E mail and Fax radio buttons These fields can be used in sorting customer lists to include for mailings and such 7 lt Click gt the Save button A message displays confirming that the customer record has been updated closes and returns the DP DashBoard Menu System screen To Add Additional Contacts 1 From the Change Customer Profile screen Figure 3 183 lt click gt the Add New Contact in the Additional Contacts section of the lower portion of the screen The Add Change Customer Contact screen Figure 3 187 displays Chapter 3 Customer Support Page 181 DP DashBoard User Manual Add Change Customer Contact Company ID Company Date Contact for Customer DFLWR1 Contact Name hina Address 1 FAA Address 2 City 7 state STE fip Code Country Phone Figure 3 187 Add Change Customer Contact Screen 2 Enter the Contact Information for the additional customer contact in th
76. T M Figure 3 12 Select Event Color Color Selection Radio Button Click the color selection radio button next to the associated event to assign an event color ex Select blue for Vacation These event colors display in the Event Calendar when you select the Category pull down menu when scheduling an event Scheduled events display in the assigned category color so that events are easy to recognize Remove Color no color EOS the red x to remove the color selection and return to the default of Chapter 3 DP DashBoard Admin Page 11 DP DashBoard User Manual A DP DashBoard Event Calendar Microsoft Internet Explorer 3 i 591 x Fie Edit view Favorites Tools Help Ar February 2006 _ Company ID Today s Date Monday Tuesday Wednesday Thursday 2 DL Vacation O Meet with Ted O Vacation category cimtays E the assigned event color in the Category pull down list and on scheduled calendar events associated with that category Previous Month Schedule New Event Next Month Refresh Rate Powered by POWER Se Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 0 EXIT el mal Internet Figure 3 13 Example Color Event Vacation Category 4 Enter a new task in the next available Task Status text box or type over an existing task status definition to modify one 5 lt Click gt the Save button A message dis
77. The customer number must be entered exactly as 1t 1s defined in the Infinity POWER program OR b Enter the full or partial name of the customer in the Customer Name text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets OR c Enter the phone number of the customer in the Customer Phone text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER program 3 lt Click gt the Add New Ticket option The Change Add Ticket screen displays Figure 3 177 listing customer contact il EEO Change Add Ticket Tie AR iC Company ID Company Date Cust TEDS1 Customer Aging Phone 813 985 1121 Co Name Ted s Sheds Inc Fax 813 985 1684 Contact Ted Jackson Email ted sheds com Address 15001 Fowler Ave Special Commercial TABS FAA View Inventory Sales History Region FL Schedule New Event Review All Tickets for Ted s Sheds Inc Review All Prior Year Tickets for Ted s Sheds Inc Back to Previous Back to Main Menu Ticket Date 031505 Serial y Support Rep Pub Contact Bill
78. Tips amp Tricks Page 107 DP DashBoard User Manual 3 Ray Sheds Light Microsoft Internet Explorer l a x File Edt view Favorites Tools Help ay Ray Sheds Light E Company ID Company Date Back to Previous Back to Main Menu Search Page Important Upgrade Information importantupgradeinfo pdf 07 17 03 Year End Instructior 3 Year_End doc 07 17 03 pen z E os PNTE Data Pro Accountinc http www dpro com 07 17 03 Professional Busines Print Target http www pbf com 07 17 03 Data Pro Price List Copy pricelistfront amp back pdf 07 17 03 3rd Party Price List si Shortcut 3rdpartypricelist pdf 07 17 03 aste System Administratc Data Sheet SA69Sdatasheeta pdf 08 29 03 Proprietary Disclosur 444 to Favorites Proprietarydisclosure doc 12 11 03 General Ledger Data Properties GLdatasheet pdf 01 28 04 If you don t have Excel Word or Adobe Reader on your Microsoft Windows computer you can download and install Microsoft s Excel 97 2000 Viewer Microsoft s Word 97 2000 Viewer or Adobe Reader Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 109 Setup Ray Sheds Light Download Document Function ux Save in lo Documents OPE Fe My Recent Documents Desktop 2 My Documents e SE My Computer Cn a l My Network File name EmployeeManual doc a Places Save
79. Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Description Describes the purchase order number PO associated with the transaction Due Date Date the amount is owed to the specified customer Amount Total amount due the to specified customer 2 lt Click gt a component in the Invoice column Figure 3 160 to drilldown by invoice and display the next report level containing the specified detailed information The appropriate Accounts Receivable Aging report Figure 2 161 displays NOTE By clicking on the detail headers items listed can toggle between ascending and descending order Chapter 3 Reports amp Drilldowns Page 151 DP DashBoard User Manual E Aging amp Drilldown Microsoft Internet Explorer l a x Fie Edt view Favorites Tools Help a Accounts Receivable Aging Drilldown Company ID Company Date Normal Aging based on Due Date Back to Previous Back to Main Menu Customer Name Sonia Jones Interior Design Customer Contact Denise Jones Customer Phone 813 562 2654 Customer E mail sonia indesign com Date invoice Type Description uetate Trout 02 28 03 69174 Inv Invoice 03 30 03 4 060 00 03 12 03 69070 Ret Retainage 04 11 03 2 117 69 03 31 03 69071 Inv Invoice 04 30 03 55 421 67 03 31 03 690742 Ret Retainage 04 30 03 2 916 93 05 12 03 69115 Inv Invoic
80. User ID User Name E Department Administration y Position Location FT Phone O Extension Cell Phone A E Mail A AR Salesman ID Bill Maguire Save Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Figure 3 20 Add New User Screen The following table describes the Add New User screen details User ID Maximum of 11 alpha numeric characters Abbreviation of the user s name for login and identification purposes User Name Detailed information about the user such as name position contact and location information Department Pull down menu Select the department the user is associated with Position Maximum of 20 alpha numeric characters Describes the employee s position or title within the company Phone Maximum of 20 alpha numeric characters Allows for the entry of the contact phone number for the employee This can include a country code if outside the country It is recommended that a standardized format be established within your company e g use of hyphens versus parenthesis for entering phone numbers Chapter 3 DP DashBoard Admin Page 19 DP DashBoard User Manual Extension Maximum of 11 alpha numeric characters The extension 1s separate so that each user s private phone number can be stored separately Cell Phone Maximum of 20 alpha numeric
81. WAV files and much more The objective is to allow each organization to create a central location where staff may always know they can find the latest and greatest source of a specific document regardless of which department they may be in For instance that could be the Policy Manual for the company as mentioned earlier Or it could be a document related to filling out an insurance claim for worker s comp However the Sales Department may have a wide range of Product Literature it wants available for the entire company so they may be easily faxed or sent via e mail from everyone s desktop If you were a large automotive dealership with multiple lines of cars that you deal with it would not be uncommon to set up several different sections specific to each brand i e Nissan Mercedes Jaguar Ford Toyota and more This way the information would be instantly available to all of your staff by brand including all of the credit applications financing documents lien papers mileage documents and more that may be required on each sales transaction Every business is different and that is why the DP DashBoard product was designed the way it was Flexibly This includes options with almost everything including all of the icons having the ability to be changed by each company And don t forget to put a map with directions to each of your locations on your site so your staff vendors and customers can easily find you There s much more Fin
82. amp Directions Document Heading Link This option allows you to view documents and links that have been added to the list of items in the Setup Maps amp Directions screen and in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Selecting the view function will automatically open the selected document or launch the website associated with the selected link NOTE Headings can only be viewed by selecting the Maps amp Lists gt Maps amp Directions menu option from the DP DashBoard Menu System screen Chapter 3 DP DashBoard Admin Page 41 DP DashBoard User Manual E Setup Maps amp Directions Microsoft Internet Explorer e x File Edit View Favorites Tools Help ay Setup Maps amp Directions E Company ID Company Date Back to Previous Back to Main Menu Maps amp Directions HZ Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page e 1 Company Map doctemplates CompanyMap html Remove e 2 Data Pros Map http www dpro com dpro center areamap html Remove View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html lt Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 41 Setup Ma
83. as type Microsoft Word Document y Cancel Figure 3 110 Save As Window Select the desired directory to download the file into from the Save In pull down menu If desired rename the document in the File Name pull down menu If appropriate change the file type in the Save as type pull down menu a A O lt Click gt the Save button The document saves in the selected directory as the file name type specified Page 108 Tips amp Tricks Chapter 3 DP DashBoard User Manual REPORTS AND DRILLDOWNS The Reports and Drilldown menu options from the DP DashBoard Menu System screen allow you to access Report functions and Drilldown capabilities based on the Infinity POWER accounting modules installed You must have the following Infinity POWER modules installed for all DP DashBoard features to be accessible General Ledger GL Accounts Payable AP Accounts Received AR Check Reconciliation CR and Customer Support Management SD NOTE If these modules are not installed these features will not be available in the DP DashBoard application Although the Customer Support Management Module is included in the purchase price of DP DashBoard it does require the additional purchase of the A R module to take full advantage of this system The special reporting features are accessible in the Reports amp Drilldowns section of the DP DashBoard Menu System screen Figure 3 111 Perform General Ledger Company Consol de ion Balan
84. check box for the Full Control option in the Permissions section of the dpdashboard Properties window Verify a check mark displays in the check box Chapter 2 Installation Page 2 35 DP DashBoard User Manual General Sharing Securty Web Sharing Customize Group or user names EE CREATOR OWNER EE INTERACTIVE p E Internet Guest Account LOC3B USA LOC 36 IUSR_GOLIATH DPROMUSA_GOLIATH hd ll a Ganr ala rn aran nara Add Remove Permissions for USAR GOLIATH Allow Deny Full Control mi O Modify C Read amp Execute O List Folder Contents C Read E WTE C For special permissions or for advanced settings Advanced click Advanced caca am Figure 2 47 dpdash Properties Allow Full Control Option 11 lt Click gt the OK button LAUNCH BROWSER AND ENTER URL OF DP DASHBOARD SERVER At this point you are ready to configure DP DashBoard and begin using it Like the rest of the Infinity POWER accounting software product line the DP DashBoard system is controlled by the Advanced Security Administrator module Users throughout the system only see what management decides that they should see if anything at all However when you are in the setup phase it is recommended that you login as the SYSADM user to ensure you have the security access necessary to completely configure the DP DashBoard program It is also recommended that once the setup phase is complete that you res
85. customer name in the Customer Name text box then lt click gt the Search button The Search Customer window Figure 3 83 displays listing all the possible results EE Microsoft Internet Explorer Search Customer Company ID Company Date Select a Customer for this Event E 4 Back to Previous Back to Main Menu CUSTOMER INFORMATION Select a Customer by clicking the Name Clearwater FL 33612 TRA JON Sonia Jones Interior Design Select a Customer for this Event Back to Previous Back to Main Menu Close Window HELP Powered by POWER Serwer Copyright 1985 2004 by Oata Pro Accounting Software Ine version 6 74 EXIT Figure 3 83 Search Customer Screen 3 lt Click gt the Select button of the desired customer to be added to the event The window closes and returns to the Scheduling New Event screen The selected customer now displays in the Select Customer Figure 3 84 display box To remove the selected customer click the red X next to the displayed name NOTE You can lt click gt on the selected customer s name in the text box to display the Customer Information window Awallable Attendees Available Fesc Click to Add of Remove Selected Attendees Click ta Add or R Admin User Accounts Payable User Demo Confere Accounts Receivable User Laptop Motebe Ben Hannon Laptop Motebe Don Langly Morth Derma E Select Customer Ted s Sheds Inc p Select vi Main Conterer
86. date for the event Hint lt Click gt on lt lt to change the month year prior to the current date or lt click gt gt gt to change the month year after the current date The calendar closes and the selected event date displays Selected the desired event options from the Type Department Category and Status pull down menus Enter a description of the event details in the Comments text box From the Available Attendees scroll list click the desired attendees for the event As attendees are selected they are displayed in the Selected Attendees display box Page 80 Calendar amp Tasks Chapter 3 DP DashBoard User Manual 7 From the Available Resources scroll list click the desired resources to be reserved for the event As resources are selected they are displayed in the Selected Resources display box 8 If desired select a Customer or Vendor to add to the event Customers and or vendors selected will receive an e mail confirmation of the event NOTE If resources are selected for an event and the event is saved the administrator for each selected resource will receive an e mail notification of the event and the resources to be reserved 9 Select the Check for Conflicts check box to automatically verify all selected attendees are available during the selected date time of the event 10 Click the Save This Event button or Save As New Event button to save the event and update the calendar The Schedule New Even
87. displayed in the Upload your own image text box lt Click gt the appropriate radio button to select one of the available Template Images C Template Image 1 54 2 Template Image 2 s r Template Image 3 cd Figure 3 49 Phone List Template Images lt Click gt the Upload Phone List Menu Image button The Uploading File screen displays confirming the image was uploaded successfully lt Click gt the Return to Main Menu option The Uploading File screen closes The new image is updated in the Maps amp Lists gt Internal Phone List section of the DP DashBoard Menu System screen To Replace the Phone List Image This option allows you to replace the existing phone list image that displays in the Maps and List gt Internal Phone List section Figure 3 47 of the DP DashBoard Menu System screen Perform the following steps to replace the internal phone list image 1 Page 48 From the Company Logo and Phone Numbers Configuration screen lt click gt the Replace Company Logo Image option to select a new image icon The Uploading the Image File in the Phone List Category screen displays Figure 3 50 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Z Uploading the Image File in the Phone List Category Microsoft Internet Explorer l 18 x File Edit View Favorites Tools Help ae Uploading the Image File in the Phone List Category E Company ID Company Date Back to Previous B
88. get specific financial data on those selected items i e Balance Sheet gt Current Assets gt Y T D Amount The Drilldown function provides the capability to tailor financial statements to display only the content you are interested in viewing The following screen illustrates where the Reports amp Drilldowns gt Financial Statement Drilldown option is located on the DP DashBoard Menu System screen Figure 3 120 Chapter 3 Reports amp Drilldowns Page 117 DP DashBoard User Manual 1 Perform General Ledger Company Consolidation Balance Sheet Income Statement Financial ement Drilldown Bank Acc Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Accounts Recemwable Aging amp Drilldown Accounts Recewable Sales Reporting amp Drilldown Customer Support Dira PA yb risa Tirbi r Figure 3 120 Reports amp Drilldowns gt Income Statement To Access the Financial Statement Drilldown Option 1 In the center of the DP DashBoard Menu System screen System screen select the Financial Statement Drilldown option from the Reports amp Drilldowns section The Financial Statements Drilldown Reports screen displays Figure 3 121 3 Financial Statement Drilldown Reports Microsoft Internet Explorer File Edit view Favorites Tools Help Financial Statement Drilldown Reports Company ID Company Date Back to Previous Back to Main Menu Select The Financial Stat
89. gt the desired component GL Cash Account Cleared Checks Cleared Deposits Outstanding Checks or Outstanding Deposits Figure 3 141 to drilldown and display the next report level containing the specified detailed information The appropriate report displays Figure 3 142 Bank Account Balances Microsoft Internet Explorer E f i laj x Fie Edit View Favorites Tools Help A z Bank Account Balances Company ID Company Date Back to Previous Back to Main Menu Acct 1 Last Statement Date 03 31 03 Description Default Bank Account Statement Balance 176 541 72 Bank Routing Cleared Checks 0 00 Bank Account Cleared Deposits 0 00 GL Cash Account 11110 Bank Balance 176 541 72 GL Account Balance 214 079 92 Outstanding Checks k Outstanding Deposits Book Balance Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v E http d dash66 dpro com reports crbalance2 asp Num 1 amp Cleared No amp TransType Checks z E o Internet Figure 3 141 Bank Account Balances Screen gt Default Bank Account lt Outstanding Checks example 3 Bank Account Balances Microsoft Internet Explorer File Edit View Favorites Tools Help Bank Account Balances Company ID Company Date Outstanding Checks for account Default Bank Account 1 Back to Previous Back to Main Menu a ce 10186 0
90. ite ena 3 127 3 128 3 129 MENY POWER ah ceca tae Sao acl iaa Todas 1 7 2 6 REQUIERES tr AA AAA AS 1 7 A O A ida cihicn iehan Gaaiiaat ena Gaa Na hinteat sonnets ad hate taisl A an eaeasniaeeauns 2 1 2 6 2 21 DP Dashboard onthe IS Server a A AAA A a 2 21 Mny LOWER Verion Gror FIO NCE daa ria N Ed 2 6 Install Microsott Information Server US ia da AA AA ES AAA DA 2 1 NMicrosott os A O A A a baste 2 1 istallation POC ULSA lcd 2 1 2 6 2 8 2 15 2 16 2 21 2 27 2 37 ContisutreNicrosott LES WED SST A tii 2 27 Contisute POWER Server ODIOS A A A e 2 15 Contisut Secutity System OD SCS A daria adi 2 8 Create DE Dash B ard Dita Pleno iA ao Racol O A E id 2 6 Install DP Dashboard on the TS Sei A it 2 21 stall att POWER Versiot 6 5 OF E et a lla io 2 6 Install VECtOSO TORTAS AV TS acia 2 1 Lauch Browser and Enter URL of DP Dash Board SV iaa A A 2 37 setup POWERServeras a WIN32 Service on Me Servete anioien deer ie li iii e lotto 2 16 iternal Phone Last A ec ee bce Seber ee sa ets ESAs a eed hs 3 47 3 48 3 216 PSCC S PEE cease ia caer carla A E A A EAE IA ard aaah EAN A E a Seat 3 216 FRG BI LETS AANE E AOE E cree re ect A E E E E AE A EE T 3 48 Replace Internal Phone List Menu Imate Cosa a dida ia 3 47 Setup Company Los0s and Phone Nubira A AER AAA A AA AAA 3 44 Inventory Item HOU sy Rey rey usm a Pen IID eNO ES POT AION Mame eR ESOT TSR fe Pn IN ENE Renn Tmt Geers TT oT Saar eT OTT OTT Ts a 3 199 L a RN te aaa ea 3 213 MAPS LS A A da 3 21
91. lt Back to Previous lt Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 7 0 oo o aa ar Figure 3 230 Corporate Documents Example General Documentation Functions The following sections describe procedures on how to open documents from the DP DashBoard Menu System screen print documents on demand and download documents These procedures can be performed from any of the Document screens 1 e Marketing Document Corporate Documents etc under the Documentation section of the DP DashBoard Menu System screen To Download a Document 1 In the appropriate Documents screen lt right click gt the desired document to be downloaded Figure 3 231 and select the Save Target As option The Save As window Figure 3 232 displays Chapter 3 Documentation Page 219 DP DashBoard User Manual Marketing Company ID Company Date Back to Previous Back to Main Menu Search Page About US aboutus pdf 07 14 03 Version 6 8 Feature List 68FEAT pdf 07 06 05 Accounts Payable Data Sheet APdatasheet pdf 07 06 05 Accounts Receivable Data Sh ll ARdatasheet pdf 07 06 05 Open in New Window Check Reconciliation Data Shi CRdatasheet pdf 07 06 05 Customer Support Manageme Print Target CSMdatasheet pdf 07 06 05 General Ledger Data Sheet Cut GLdatasheet pdf 07 06 05 Inventory Management Data Copy IMdatasheet pdf 07 06 05 Job Cost Data Sheet oo JCdata
92. number for the sales order NOTE If a deposit is required for a particular order you will be prompted to provide the appropriate payment information such as Payment Type Credit Card Expiration Date and Cardholder s Name You will then be prompted to post the deposit Sales amp Purchasing Page 191 DP DashBoard User Manual File Edit View Favorites Tools Help ae Save Sales Order YE E Company ID Company Date Customer Name Allens Hardware Shops Inc Order Date 02 01 05 Salesman JF Price Level 4 Description Invoice Terms Net 30 Customer PO 1535 Back to Previous Back to Main Menu Sales Order number 10590 has been added Return to the Menu HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT KA E Done gg Internet Figure 3 197 Save Sales Order Screen The following table describes the Save Sales Order screen details Customer Name Name of the selected Customer adding a sales order Clicking the actual customer name displays a customer aging and open items report Salesman Name of the salesman executing the sales order request Description Description of the sales order Order Date Date the sales order is entered into the system Price Level Price level you want to assign to that customer Valid selections are 1 10 Terms Payment terms for this order Defaults to standard terms defined in customer s file Cus
93. oie tenant nine Niches sec as T tac Nu at dae eh Ara eae a coe NN a NA E ENS 3 48 Phone IN UTD CE id sale 3 215 3 216 Access Internal Phone it A iS 3 216 Pop Up Mena ia 3 5 3 6 PCC Ei 3 6 POWELL una ues tans el Ed IN RNA AAN AA aaa 2 19 PowerServer O eran tu kswina au cuenta E A Pou suldid ARA lauve iu eanenanendemvaniitocsause 2 17 POWER SO obtain 2 15 2 16 2 17 4 3 A II O RC 2 15 SUP A E AA T 2 17 Page VI Index DP DashBoard User Manual Setups a WINI 2 Ser yicecOn TS EIC si AA IA E A 2 16 POWER SES Ec OPUS usted nta etre ae eo E E lata lo tas 2 15 A O 2 15 Contisure POWERS EVE ODIA dile 2 15 A ON 3 106 3 107 3 222 DOCM ecos oct a decis 3 222 Ray sheds ere ne Docamentii A AA AI arisen une 3 106 Prone Ol a CuSO ier aoc eas caret ose cia Wasa acta ios 3 176 A Cia tac Y 3 176 PUG CCU A IE tects ANE I day ad AAS E A E tent cad ceeca tee A EE diet cta coat cence T nec ee 3 85 3 87 3 88 PXCCCSSETOJCCH MASK UVI CHU SCM ee lace AAA IN A leas seins ommactenre menu A 3 86 Ad li r E E E 3 87 Mark Compe AA a E A 3 88 PUNA ro T A AA AAA E E T S 3 183 Purchasing Order VEW EXISTO una AAA ESA AAA ASIA E DA E 3 196 R ENS US AAA O RARO RA RAR 3 58 o O E E 3 58 Ray heads Licht Docume ii arrsa sii o ad io toa is 3 106 General PUNCUONS iaa E r a id ode 3 105 A PS O A ANEN O A A EA ee 3 106 tc te eA RT Re eee A ne ere rer ene 3 106 REMOVE A A A A A ie cuseees 3 40 3 41 3 55 3 56 3 70 3 71 3 93 COMA ts Maaanea ae 3 55 3 56 Docu
94. option allows you to review the support ticket history for a specified customer You have the option of viewing all the tickets or just tickets from the prior year 1 In the center of the DP DashBoard Menu System screen Error Reference source not found select the Review Add Customer Support Tickets option from the Customer Support section The Select Customer by Number Name or Phone screen Figure 3 174 displays 3 Select Customer by Number Name or Phone Microsoft Internet Explorer File Edit View Favorites Tools Help Select Customer by Number Name or Phone Company ID Company Date Change Customer Profile Please enter the Customer Number Name OR Phone for this option Customer Number Search Customer Name Search Customer Phone Search Back to Previous A CUSTOMOP POME Back to Main Menu Powered by POWERS opynght 1985 2003 by Data Pro Accounting Soft EXIT el a Internet Figure 3 174 Select Customer by Number Name or Phone Screen Review Add Customer Support Tickets Page 166 Customer Support Chapter 3 DP DashBoard User Manual 2 Perform one of the following search options a Enter the assigned customer number in the Customer Number text box lt Click gt the Search button The Review Customer Support tickets screen displays Figure 3 243 listing any tickets NOTE The customer number must be entered exactly as 1t 1s defined in the Infinity POWER program OR b Enter the full or pa
95. out on site to insi 3 lt Click gt the ES icon at the top of the screen to open the Calendar screen Figure 3 80 The calendar Page 104 Calendar amp Tasks displays in the current month defaulting to the company calendar view see the Event Calendar section for all functions related to this screen Chapter 3 DP DashBoard User Manual TIPS 8 TRICKS Do you have a Jack of All Trades employee in your company or IT department Well we do and it s Ray Ray is the guy that knows it all can get it all and helps all When Ray gets around to it he ll write documents such as troubleshooting suggestions helpful hints lessons learned short cut functions voice mail setup procedures etc The Tips amp Tricks section of the DP DashBoard Menu System screen is where various different helpful documents and links can be housed so that they are easily accessed managed and ready on demand This option functions exactly like the Documentation section on the right side of the DP DashBoard Menu System screen All these menu options are user defined in the DP DashBoard Admin gt DP DashBoard Config options Titles headings images and main menu icons can all be customized to what you want them to be You can also limit who has the ability to view these documents see the To Add a New Document section of the DP DashBoard Admin gt DP DashBoard Config Options gt Setup Ray Sheds Light section These features are accessible in the Tips amp
96. printer and lt click gt the Print button Marketing Company ID Company Date Back to Previous Back to Main Menu Search Page About US aboutus pdt 0741403 version 6 8 Feature List BSFEAT pdf oF 06 05 Accounts Payable Data Sheet APdatasheet pdf O7 06 05 Open Accounts Receivable Data Sh e A Rdatasheet pdf 07 06 05 Check Reconciliation Data Shi Save Target As C Adatasheet pdf 07 06 05 Customer Support Manageme aon CSMdatasheet pdf O7 06 05 General Ledger Data Sheet Gut GLdatasheet pdf O7 7 06 05 Inventory Management Data Copy IMdatasheet pdf 0706 05 Copy Shortcut Job Cost Data Sheet a JCdatasheet pdf 07 06 05 Purchase Order Data Sheet Podatasheet pdf 07 06 05 Add to Favorites Point of Sale Data Sheet Posdatasheet pdf Oo7 06 05 Payroll Data Sheet li PRdatasheet pdf 07 06 05 Report Writer Data Sheet Rivwdatasheet odt O7 06 05 Figure 3 235 Print Function Marketing Documents Example Page 222 Documentation Chapter 3 DP DashBoard User Manual CHAPTER 4 DP DASHBOARD TROUBLESHOOTING GUIDE This troubleshooting guide is designed to help you the user find solutions to common problems concerning the installation and configuration of this software and its related products This document currently includes troubleshooting procedures for AntiVirus Software Settings This document will be updated frequently as Microsoft Windows network and security functions evolve and impact the current installatio
97. returns to the Customer Support Ticket screen which now displays the new ticket To Change a Customer Support Ticket 1 In the center of the DP DashBoard Menu System screen Error Reference source not found select the Review Add Customer Support Tickets option from the Customer Support section The Select Customer by Number Name or Phone screen displays Figure 3 174 Perform one of the following search options Page 172 Customer Support Chapter 3 DP DashBoard User Manual a Enter the assigned customer number in the Customer Number text box lt Click gt the Search button The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets NOTE The customer number must be entered exactly as 1t 1s defined in the Infinity POWER A R module OR b Enter the full or partial name of the customer in the Customer Name text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets OR c Enter the phone number of the customer in the Customer Phone text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets NOTE The customer phone number must be entered exactly as it is defined in the I
98. same parent company and are subject to the same rules and you would want them on the same company phone list This is completely different than our previous example Likewise our third example could include a CPA firm who would like to host a DP DashBoard for each of its clients Each client would have its own General Ledger unique Company Policy Manual tax returns calendars and much more Therefore the CPA firm would need to install a separate installation of the DP DashBoard system for each client The result would mean that each firm would not be mixing the variety of documents and financial statements into one system All of these scenarios are possible with Data Pro s Infinity POWER applications and DP DashBoard What is necessary before you proceed with this installation is for you to decide which variation 1s closer to your firm s specific needs The Infinity POWER applications support up to 47 000 different companies Therefore you should not face a realistic restriction in this regard To Create Data Files If you are going to process books for multiple companies this step will be repeated for each company This procedure is performed only once per company Thereafter your data files may be packed or re indexed through each accounting module s option Maintain Data Files NOTE The COA check box allows you the option to NOT include the default General Ledger Chart of Accounts Uncheck the box to opt out of including t
99. sete AAST A E A A ET A E A A S A AT A E A CRE 3 17 Setup DOUME ME 0 E NAAA AE AA T 3 67 SA era E E E E A d aca Ne eae da aceasta ra dre Aad a rnd dh estas tan seem ay 2 17 Powerserver TORFS ETIE id A TA ey tow tiie inte ts ees dss 2 17 A EEN 3 114 3 115 3 116 3 123 3 127 Displa Icom tt a a Os aia 3 114 Display IA come babe Mae Gs ae as a lo 3 127 Statement OF Cash FIOWS 2 A AAA A AA ASA AAA AA ASAS O 3 123 DAS lid idea 3 123 NA A O TOS 3 123 3 124 3 125 3 126 SUPPO DOCUMEN Sita AR A E E TINTA 3 217 BV SUC 1018 Dae PARE PORO as ese S sale a tah es baal Na a ec a coal ease Carat lesb Macrae ene olds asda reece acer aden ee 3 4 ME AAA a stewed Madea sneeweeaee 3 4 T ED GAS Ie ats ets aes seo as esa le ane te ec TEEN O 3 90 3 91 3 92 3 93 3 102 O E 3 90 RR A RARO 3 92 Mark Completed pia A AT A A A ia 3 92 AA O RN 3 93 Task Mit om E o docs e lo a tot le teclea AT 3 102 Task tromtie My Worksheet OPM yaa ASIS AA AAA ASADAS 3 99 3 101 3 103 AU soii 3 99 A NN 3 101 REMOS iaa 3 103 SI O VA REEN ETOSAN DAAE EDEN PETEA vous tad TANTE Y 3 75 3 85 3 88 3 92 3 101 Add Tonm My W OLESDEE Lisa a A A E A ES A Beles mae AS A E IS 3 99 Chance trom the My Worksheet OPA A A a e 3 101 O 3 88 Si NO 3 217 TEMPS AS AAA AAA IDA AA IA AI 3 72 3 107 3 215 Download Documentar tata tdo ido iaa col rallada 3 72 Download Maps CDC CONG iee See acacia E tens orale cuaemiaK ee eaatveme es eieedaes 3 215 Download Ray Sheds Liu tt tt dsbbr 3 107 A AT E E S
100. side of the DP DashBoard Menu System screen select the Project Task Menu option Figure 3 89 from the Calendar amp Tasks section The Project Task Menu screen Figure 3 90 displays Project Task Menu Company ID ins Company Date 04 30 03 Back to Previous View Tasks by Category My Tasks Administration Department Tasks Graphics Multimedia Dept Department Tasks Marketing Communications Department Tasks Marketing Department Tasks Personnel Department Tasks Public Relations Department Tasks Public Relations Department Tasks Research amp Development Department Tasks Sales Department Tasks All Assigned Tasks Create new Sample Data Complete Dashboard Presentation Plan Complete Dpro Newsletter Complete Insurance Manual Complete Train On Data Pro CRM Complete Training Complete Add New Project Back to Previous Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 Figure 3 90 Project Task Menu Screen Page 86 Calendar amp Tasks Back to Main Menu Back to Main Menu EXIT ia Chapter 3 DP DashBoard User Manual The following table describes the Project Task Menu screen details View Tasks By Category Lists all tasks entered from the Project Task Manager by Category such as My Tasks Departments Tasks and All Assigned Tasks View Tasks by Project Lists all tasks by project headings Select if Completed Selectin
101. the POWERServer service and select the Properties option lt Click gt the Log On tab Figure 2 22 and enter the network account user name and password Installation Chapter 2 DP DashBoard User Manual POWERServer Properties Local Computer E 2 x General Log Un Recovery Dependencies Log on az Local System account Allow service to interact with desktop e This account liane Browse Pazsunord AL A AL Confim password AL ou can enable or disable this service for the hardware profiles listed below Hardware Profile Profile 1 Enabled Enable Disable caca on Figure 2 22 POWERServer Properties gt Log On Tab 3 Scroll down to the POWERServer service lt right click gt and then select the Start menu option Figure 2 23 The POWERServer utility starts and returns to the Computer Management window al Computer Management m File Action View Window Help e pm eABR Al mw Computer Management Local sa System Tools i o Hg Event Viewer a Shared Folders 15 x Services Mame Description a ERANT LM Security Sup Provides 5 Sa Performance Logs 4 Collects pe 884 Plug and Play Enables a c Description En Portable Media Seri Retrieves t POWERServer H 4 Local Users and Groups l Start the service a Performance Logs and Alerts Device Manager 3 Storage 1 2 Removable Storage Runs powerd exe as a Win
102. the item to be deleted The Deleting Maps Document Heading Link screen Figure 3 40 displays indicating the line number of the item to be deleted Page 40 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Deleting Maps Link on Line 1 Microsoft Internet Explorer S la x File Edit View Favorites Tools Help a Deleting Maps Link on Line 1 El Company ID Company Date Back to Previous Back to Main Menu Description Company Map Link Address doctemplates CompanyMaphtml Security System Module Security System Object el Delete Link The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Server Copyright E 1935 2003 by Data Pro Accounting Software Inc version 6 5 A y Figure 3 40 Deleting Maps Document Heading Link Screen Remove Function 2 lt Click gt the Delete Document Heading Link button A message confirms the document index has been updated 3 lt Click gt the Return to Menu option The window closes and returns to the Setup Maps amp Directions screen The selected item has been deleted from the document list in the Setup Maps amp Directions screen and in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen To View a Maps
103. type of transaction for each one listed Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Customer Name of the customer associated with each transaction listed Description Describes the purpose of the transaction Sales Amount COS Amount Amount due from the customer associated with each transaction listed Cost of sale amount Pay Dep Amount Payment amount that has been received by the customer to the associated sales transaction listed To Drilldown by Transaction Number 1 lt Click gt a component in the Trans column Figure 3 165 of the Sales Code Summary report to drilldown by transaction number and display the next report level e g 69073 The Accounts Receivable Sales Reporting amp Drilldown screen Figure 3 166 displays with details on the selected transaction 3 Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer 181x File Edit View Favorites Tools Help Accounts Receivable Sales Reporting Drilldown Company ID Company Date Sales Report from 04 30 03 to 04 30 03 lt Back to Previous Back to Main Menu 04 30 03 04302001 FC National Auto Parts 18 APR 202 78 0 00 04 30 03 10470 Adj Allens Hardware Shops Inc Record Shipment SO 0 00 0 00 04 30 03 10475 Adj Ted s Sheds Inc Record Shipment SO 0 00 0 00 04
104. version 6 5 i Figure 3 34 Adding New Maps Documents Document Screen lt Enter gt a description of the document in the Description text box In the Source File section lt click gt the Browse button The Choose file window displays Select the appropriate folder from the Look in pull down menu from the Choose file window oe o a Select the desired file or type in the exact filename of the document in the File name text box NOTE The file types available to be uploaded are txt jpg gif html doc pdf xls CSV ppt pps swf and rpt Files cannot exceed 4 mb for upload 6 lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document 1 e This could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then leave this option blank See the Security Objects Definitions Reference Manual found in your System Administrator User Manual for a listing of security objects by module and their definitions NOTE If certain documents are sensitive like certain accounting functions then grant similar security rights from the accounting system s Advanced Security Administrator module If only people who have rights to G L should see this document then assign a GL security object If A R users should o
105. width 5 lt Click gt the Open button The Choose File window closes and the selected path and file name are now displayed in the Upload your own image text box 6 lt Click gt the Upload Company Logo Image button The Upload Image Screen displays confirming the file was uploaded successfully 7 lt Click gt the Return to Main Menu option The Upload Image Screen closes The new image is updated in the Company Logo and Phone Number Configuration screen and in the DP DashBoard Menu System screen header that displays throughout the program Page 46 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Replace the Internal Phone List Menu Image Icon This option allows you to replace the existing internal phone list image icon that displays in the Maps and List gt Internal Phone List section Figure 3 47 of the DP DashBoard Menu System screen Perform the following steps to replace the internal phone list image icon system es MTL nsolidation Maps amp Directions nternal Phone List Figure 3 47 Internal Phone List Menu Option Image Icon 1 From the Company Logo and Phone Numbers Configuration screen lt click gt the Replace Company Logo Image option to select a new image icon The Uploading the Image File in the Company Logo Category screen Figure 3 48 displays 3 Uploading the Image File in the Phone List Menu Category Microsoft Internet Explorer File Edit view Favorites Tools Help Uploading t
106. www dpro com 07 17 03 Professional Business Forms http www pbf com 07 17 03 Data Pro Price List pricelistfront amp back pdf 07 17 03 3rd Party Price List 3rdpartypricelist pdf 07 17 03 System Administrator Client Server SQL Data Sheet SA695datasheeta pdf 08 29 03 Proprietary Disclosure Proprietarydisclosure doc 12 11 03 General Ledger Data Sheet GLdatasheet pdf 01 28 04 If you don t have Excel Word or Adobe Reader on your Microsoft Windows computer you can download and install Microsoft s Excel 97 2000 Viewer Microsoft s Word 97 2000 Viewer or Adobe Reader Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 107 Ray Sheds Light Open Document Function NOTE You must have the associated application loaded on your system in order for the document to open 1 e if you are trying to open an x s file you need to have Microsoft Excel loaded on your system To Print a Ray Sheds Light Document 1 From the Ray Sheds Light screen lt right click gt the document you want to print from the Document Description column and select the Print Target option Figure 3 108 The Print window displays 2 Select the desired printer and lt click gt the Print button Page 106 Tips amp Tricks Chapter 3 DP DashBoard User Manual ELA Microsoft Internet Explorer s laj x File Edit View Favorites Tools Help ay
107. 0 Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v E gg Internet Ui Figure 3 136 Financial Statement Drilldown gt Income Income Statement gt Operating Expenses gt Wages and Salaries Report example The following table describes the Wages and Salaries report details Check number associated with the listed components Date Date of transaction of the listed components Journal Displays journal entry number assigned in the Infinity POWER GL module It may be up to five 5 alpha numeric characters Description Description of transaction type of the listed components Check Transaction Transaction number associated with listed components Amount Y T D Total accrued balance for the selected component either M T D or Page 130 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Bank Account Balances This option displays the true balance for associated General Ledger Cash Accounts The cash balance in your books never agrees with the balance shown on the bank statement due to the delay of unrecorded transactions checks deposits and errors The Bank Account Balance function performs a bank reconciliation on the specified account Such information includes both the account balance balance without consideration for deposits debits to the account and the book balance balance after considera
108. 0 0 00 0 00 0 00 6 102 18 36 800 30 0 00 0 00 5 249 00 0 00 0 00 Totals 635 495 73 0 00 31 404 88 Normal Aging based on Due Date Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 http idpdashboard dpro com reports araging2 asp AgingCriteria Normal amp AgingT ype Due amp CustNum JONI1 18 x a Y al Back to Main Menu 0 00 0 00 126 313 49 0 00 0 00 102 737 91 0 00 0 00 37 121 58 0 00 5 034 62 142 772 73 0 00 15 860 77 141 021 09 0 00 0 00 87 198 77 0 00 0 00 8 581 13 0 00 29 168 27 65 968 57 0 00 0 00 5 249 00 0 00 50 063 66 716 964 27 Back to Main Menu EXIT v 8 Internet Figure 3 158 Accounts Receivable Aging amp Drilldown gt Normal Due Date Aging Report gt Customer Drilldown Report example 1 of 2 Accounts Receivable Aging amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Receivable Aging amp Drilldown Company ID Company Date Back to Previous Customer Name Sonia Jones Interior Design Customer Phone 813 562 2654 Normal Aging based on Due Date Back to Main Menu Customer Contact Denise Jones Customer E mail sonia indesign com pte invoice e ree mount 02 28 03 69174 Inv Invoice 03 30 03 4 060 00 03 12 03 69070 Ret Retainage 04 11 03 2 117 69 03 31 03 69071 Inv Invoice 04 30 03 55 421 67 03 31 03 69071 Ret Retainage 04
109. 00 88 04 30 2003 2 S S Sub Contractrors 10204 AP 21 150 00 na sn nny Scott s Ruildina Siunnlios 102045 AP 41 R17 31 El TL a meme Figure 3 126 Cash in Bank Drilldown Report example The following table describes the details in the lowest level drilldown report Date Date of transaction of the listed components Journal Displays journal entry number assigned in the Infinity POWER GL module It may be up to five 5 characters alpha numeric Description Description of transaction type of the listed components User definable 15 20 alpha numeric characters Check Check number associated with the listed components Transaction Transaction number associated with listed components Amount Total accrued balance for the selected component either M T D or Y T D Cashflow This Financial Statement Drilldown option displays a financial report in Cashflow format providing the month to date M T D and year to date Y T D cashflow amounts for Net Income numerous account ranges and Cash amp Cash Equivalent at Beginning of Period Cashflow is a summary of your business inflows and outflows over a specified period of time This will give you some indication of your business ability to create the resources necessary for expansion or ability to support the business owner as well as recognize excessive cash flow gaps Page 122 Reports amp Drilldowns Chapter 3 DP DashBoa
110. 03 Invoice 69066 transaction detail endor S3S Concrete Sub Contract 125 00 79 80 9 975 00 T 03 12 03 Invoice 69070 Vendor FLO1 Framing Materials 1 00 28 229 25 28 229 25 i 03 12 03 Invoice 69070 JF Vendor S amp amp Framing Sub Contract 177 00 79 80 14 124 60 E 03 31 03 Invoice 69071 JF Vendor BOW1 Roofing Materials 1 00 32 319 00 32 319 00 03 31 03 Invoice 69071 JF Vendor S s Roofing Sub Contract 202 00 79 80 16 119 60 a 03 31 03 Invoice 69071 JF Conners Charles Framing Labor 80 00 Hrs 0 00 0 00 E 03 31 03 Invoice 69071 JF Elliot Frank Framing Labor 40 00 Hrs 0 00 0 00 E n221M2 Invnira 49NM71 IE Eranktlin Alhart T Eramina ahar An nn Hre tn nn tn nn x http id dash dpro com dash 1 reports arsales2 asp CustNum JONIJ1 amp InvDate 031003 amp InvNum 690668InvType 1 a eS r Internet Figure 3 214 Customer Inventory Sales History Screen The following table describes the Customer Inventory Sales History screen details UPPER SECTION Cust Customer for the selected customer Co Name Name of the selected Customer adding a sales order Clicking the actual customer name displays a customer aging and open items report Contact Name of main contact person for the selected company Address Address associated with the selected company Region 5 digit alpha numeric text string defining the region the customer is located Phone Phone number of the customer Fax Fax number of the customer Email E mail address of the custo
111. 030 39 400 88 0 00 2 431 27 s s S amp S Sub Contractors 0 00 0 00 15 084 00 64 692 00 8 616 00 88 392 00 SUN1 Suncoast Concrete Supplies 0 00 2 050 00 0 00 61 196 94 8 930 53 72 177 47 Totals 0 00 30 310 00 17 114 39 252 919 82 34 486 53 334 830 74 Future Due Aging Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT SA emne Figure 3 145 Accounts Payable Aging amp Drilldown gt 7 Day Future Aging Report example The following table describes the Accounts Payable Past Future Due Aging report details Vendor Number associated with the Vendor Name as defined in the Infinity POWER Accounts Payable module Name Name of the supplier creditor owed payment Current Due Current balance owed to the specified vendor 1 7 Days For Past Aging Lists the amount owed to specified vendor in the previous week For Future Aging Lists amount owed to specified vendor in the following week 8 14 Days For Past Aging List the amount owed to specified vendor in the previous two weeks For Future Aging Lists the amount owed to specified vendor in the following two weeks Over 14 For Past Aging Lists the amount owed to specified vendor over two weeks prior For Future Aging Lists the amount owed to specified vendor beyond the following two weeks Other Summary column for all other open items that a
112. 1300 1 41300 2 41400 1 41400 2 41500 1 41500 2 44000 44000 1 44000 2 45000 45000 1 45000 2 46000 46000 1 46000 2 47000 47000 1 47000 2 3 Financial Statement Drilldown Report Microsoft Internet Explorer File Edit view Favorites Tools Help Financial Statement Drilldown Report Company ID Back to Previous Revenue Revenue Commercial Revenue Residential Revenue Concrete Commercial Revenue Concrete Residential Revenue Electrical Commercial Revenue Electrical Residential Revenue Framing Commercial Revenue Framing Residential Revenue Plumbing Commercial Revenue Plumbing Residential Revenue Roofing Commercial Revenue Roofing Residential Interest Income Interest Income Interest Income Sales Returns and Allowances Sales Returns and Allowances Sales Returns and Allowances Cash Discounts Earned Cash Discounts Earned Cash Discounts Earned Service Charges Service Charges Service Charges Company Date Net Income Back to Main Menu 38 630 47 556 065 37 6 832 00 57 941 00 3 230 00 105 036 95 321 605 57 530 625 00 1 048 80 55 007 55 0 00 0 00 0 00 0 00 63 789 65 63 789 65 0 00 76 253 85 0 00 0 00 0 00 0 00 49 193 11 49 193 11 0 00 87 438 60 0 00 0 00 0 00 0 00 0 00 0 00 1 037 45 7 599 46 0 00 0 00 0 00 0 00 846 80 4 463 00 0 00 0 00 0 00 0 00 202 78 202 78
113. 2 Checking Account 2 11110 3 Checking Account 3 11110 4 Checking Account 4 11110 5 Checking Account 5 11110 Back to Previous Bank Account Balances Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v IA D nene Figure 3 138 Bank Account Balances Screen The following table describes the Bank Account Balances screen details Acct Incrementally numbers accounts as they are added Newer accounts display at the bottom of the list Description Selecting a component in this column allows you to view the reconciliation on that account Bank Account Actual account number assigned by the bank GL Cash Account General Ledger Cash Account number Date Reconciled Date in which the specified account is balanced To Drilldown a Bank Account Balances Report l lt Click gt a component in the Description column of the Bank Account Balances report Figure 3 139 to drilldown and display the next report level e g Default Bank Account The Bank Account Balances screen displays containing the detailed account information for the selected component Figure 3 140 Page 132 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 3 Bank Account Balances Microsoft Internet Explorer File Edit View Favorites Tools Help Bank Account Balances Company ID Company Date Bank Account Balances Back to Previous
114. 3 630s and Phone Numbers asar ii sas pnl isaac acacia doo 3 44 3 45 Access Setup Company Loso and Phone Numbers SCreen iria in A A AAA 3 44 Replace compar Lo O tia acord 3 45 M Maps Se Dicc ies 3 28 3 31 3 32 3 33 3 35 3 36 3 37 3 38 3 39 3 41 3 42 3 43 3 214 ACCESS Setup Maps cc Directions CEA E A E 3 214 AGO DIC Ni E ES PTT SPEEA Ered een re ae 3 33 3 39 yee oll A O A 3 35 AO AAA AAA AAA A ASAS AAA 3 37 Download Documentor Template ses en atico aa ali 3 215 Modity Document Head O ion 3 38 Replace Mam Menu Image Icom A A A AAA A A A 3 30 Replace Main Men Tierens n odo A Deseo eae retells EA Mice ME tae deca erate Meee Atle bea 3 32 COU ii e T EI TA EA IO AI AA Oc sein 3 28 View Document Head easter loa 3 41 Maps A A AN 3 213 Internal Phones ts Asa acera aci 3 213 Maps DIE CHLONS ur o Das 3 213 Marketing Doc mentS dit ita 3 56 3 58 3 59 3 60 3 61 3 62 3 63 3 64 3 65 3 66 3 67 3 217 ACCESS Setup Marketing Documents Cd oa 3 58 ACUDA ta tii Did ta laicos 3 63 PROM e A E E EAT PET EEN EYTT EAN PEATE VA EI IN 3 64 Index Page V DP DashBoard User Manual AAA A OA 3 66 Replace Man Meno made ICO ii di iS rial 3 61 Replace Main Mente lied O IS A DA A AA A RA RES ASES 3 60 O SA 3 56 MICATESAMUIN MUS AAA ID AA E E AAA OEA abla 4 1 Ie E E EIEEE E aro tati et 3 5 3 85 3 86 LODO Memri E A Meme inte E TA 3 5 3 6 Pored ko EN AAA o A a A 3 85 Microso US Web er E a E 2 27 CON U Oan o A A A A A a a a ad 2 27 IAG T SOU
115. 3 Documents Section Select Marketing Documents Example 2 lt Click gt the desired document or link to open from the Document Description column Figure 3 234 The document link opens in the appropriate associated program Marketing Company ID Company Date Back to Previous lt Back to Main Menu Search Page About US aboutus pdf 071403 Version 6 8 Feature List BSFEAT pdf O7 06 05 Product Data Sheets Accounts Payable Data APdatasheet pdf 07 06 05 Accounts Receivable Data S t ARdatasheet pdf 07 06 05 Check Reconciliation Data Sheet CRdatasheet pdf 07 06 05 Customer Support Management Data Sheet CSMdatasheet pdf 070605 General Ledger Data Sheet Gldatasheet pdf 070605 Inventory Management Data Sheet IMdatasheet pdf O7 06 05 Job Cost Data Sheet JOdatasheet pdf O7 06 05 Purchase Order Data Sheet Podatasheet pdf 07 06 05 Figure 3 234 Documents Section gt View Function Marketing Documents Example NOTE You must have the associated application loaded on your system in order for the document to open i e if you are trying to open an xls file you need to have Microsoft Excel loaded on your system Chapter 3 Documentation Page 221 DP DashBoard User Manual To Print a Document 1 From the desired Documents screen lt right click gt the document you want to print from the Document Description column and select the Print Target option Figure 3 235 The Print window displays 2 Select the desired
116. 3 5 Change Accounting Date Screen 2 lt Click gt the calendar icon next to the date display box to select the desired system date Hint lt Click gt on lt lt to change the month year prior to the current date or lt click gt gt gt to change the month year after the current date The calendar closes and the selected event date displays 3 lt Click gt the Change Date button The Change Accounting Date screen closes and returns to the DP DashBoard Menu System screen reflecting the new date at the top of the screen OR 4 lt Click gt the Change to Today s Date button to change the system date to the current date The Change Accounting Date screen closes and returns to the DP DashBoard Menu System screen reflecting the current date at the top of the screen Pop Up Menu You can access a pop up menu from any screen within the DP DashBoard program The pop up menu provides quick access to all the features of the DP DashBoard Menu System screen including Reports Drilldowns Customer Support Custom Applications Calendar Admin Tips amp Tricks Maps amp Lists and Documentation The following screen Figure 3 6 1llustrates this function Chapter 3 Using DP DashBoard Page 3 5 DP DashBoard User Manual re Maps amp Directions gt Internal Phone List bg Marketin Pop Up Menmu Data Fro DashBoard Click For Popup Menu Maps Lists Documentation q Documents Figure 3 6 Access
117. 30 03 123456 Pay Allens Hardware Shops Inc Payment 500 00 04 30 03 6907 Inv National Auto Parts Invoice 6 413 85 5 328 13 04 30 03 onal Auto Parts Retainage 712 65 0 00 04 30 03 69075 Wis in show the hersity of Tampa Invoice 54 075 60 0 00 04 30 03 69075 fer this record ersity of Tampa Retainage 6 008 40 0 00 04 30 03 69076 Inv University of Tampa Invoice 208 438 84 0 00 04 30 03 69076 Ret University of Tampa Retainage 23 159 87 0 00 04 30 03 69084 Inv Cash Sale Thank You Invoice 57 50 42 95 04 30 03 69101 Inv Ted s Sheds Inc Show Special 632 34 701 42 04 30 03 69176 Inv Home Depot Inc Invoice 9 455 47 5 999 00 Totals 309 157 30 12 071 50 500 00 Sales Code Summary Report Sales Report from 04 30 03 to 04 30 03 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 A ES http idpdashboard dpro com reports arsales2 asp CustNum NATI1 amp InvDate 0430038InvNum 690748InyType 1 Figure 3 165 Accounts Receivable Sales amp Reporting Drilldown gt Sales Code Summary Report gt Trans Drilldown Report example 1 of 2 Page 156 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual A Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer i l x File Edit View Favorites Tools Help Accounts Receivable Sales Reporting Drilldown Company ID Company Date
118. 4 3 194 3 197 3 200 3 203 3 219 Documents Document or Template ita A ld 3 72 Maps Directions Document OF Template mersini enan E A A ES Es ia it Sona 3 215 Ray Sheds Licht Documentor Templates dl E AA A a 3 107 DE Dashboatd anta ls 1 7 2 6 2 37 2 38 2 39 3 7 3 8 COMA PEDO INS ES A AAA AA AA AAA AAA ATA 3 8 Cee DE pmemnerene tern aa tr eae erupt acer eaten ney eal ermn nena Tn Tne Tienrecrd ren E enn eta ty eer tere 2 6 sta on WS Ser i A arcs gue esting roby a ASA AA AA AAA UA a 2 20 Launch Browser and Enter URL of DP DashBoard ServVeT occccccccccccnnonononononononnnnnonononononononnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnncnnnnnonononnns 2 37 A O A A SO N eS eens 1 7 SU Aa ease A A do 2 38 PD asi Oat DAA EES er A iio 2 6 DP DashBoacd on ISSN AA DAA AS AAA A A A A SA ities 2 20 IC LOLS WOU a COM aro loable lid 2 20 A tidus ui icpbemdiensiben sneha 2 20 DP DashBoard On S Sres O E 2 20 DAD ae Om CC MUS Sy Ci ast aerator nr lt a E 2 21 Drilldown 3 109 3 117 3 119 3 120 3 121 3 122 3 123 3 127 3 132 3 135 3 136 3 137 3 138 3 139 3 140 3 141 3 142 3 143 3 144 3 147 3 148 3 149 3 154 3 155 3 156 Accounts Payable Acto Y DrilldOwit REPO ida A AA E A AA A A A 3 138 Accounts Receivable Aging amp Drilldown Reprod dade Madera a Muuetstiauisien 3 149 Accounts Receivable Sales Report by Transaction NUMDECL uti aiii AA AAA 3 156 AACE OMe dsd e es do austen as e 3 119 Bank Account Balances Ropa A A AAA A A A 3 132 eom
119. 4 3 85 3 92 3 98 3 102 3 173 3 176 3 177 ACUSA n 3 3 3 4 Calendar EXE A dd di a ltd E 3 85 Calendar Event trom the My Worksheet Option urna iia 3 98 Color styleor the DP Dash Oar SCrCens eisai vedas deceiver a E Micke ds 3 74 Customer Prol O E E dee sticssauiaen A 3 176 Customer Support Toke ore S A AAA AAA A AAA AS 3 172 System Dale td tdi 3 5 ES AA A NS AI A RI II EEN II IA 3 92 Task trom the My Worksheet OPIO A A A de ace 3 101 ColorStules SE o deseas 3 73 3 74 CO A A A IA AA AAA AA E 3 74 CONDA A eeer erent rer crrntrer 3 3 3 4 3 44 3 45 3 46 3 49 3 50 3 51 3 52 3 53 3 54 3 55 3 109 3 110 ACCESS Setup Available Companies Screen na ADA AIDA ASS AS A abe 3 50 Access Setup Company Loco and Phone Numbers Sotelo il a aaa 3 44 Add Company Address and Phone NUMDErS A ia 3 49 PAGING WC Ota at A A II AA LASA 3 52 ANY A A 3 3 Consolidate nn a a A A A A A A E 3 109 Page II Index DP DashBoard User Manual Modi COT ANY id e 3 53 Modit Company Address and Phone NUDOS uta A ia 3 49 REMOVE COMPANY AA AAA A E A A ISS 3 55 EN A Sob a a epesieti aducade a anleniemamealests 3 45 Setup locos and Prope Numbers ta E Milas ES A vides bis A e 3 44 Coimpany AGdress and Phone NUDE ea si is tras llar aeb cross 3 49 Ad A A O rd 3 49 Mod a o o mre ROTC un eT Een RTC eS UT NR aN re re ROT te TO IR ae ETT RO UIST ee nee ee Mean ere 3 49 Company LOLO IM e a tea 3 45 Replace Ai eeeiai is 3 45 Gio 130 E EI A O Int eur an eee tT 3 88 3
120. 4 02 03 Check Vendor FLA NAT L 6 883 99 10187 04 02 03 Check CR Vendor CFS 4 905 23 10188 04 02 03 Check CR Vendor FED UNEMP 412 54 10189 04 02 03 Check CR Vendor STATE UNEM 1 392 29 10190 04 02 03 Check CR Vendor State Fl 2 805 96 10191 04 02 03 Check CR Vendor FLA NAT L 10 203 14 10192 04 13 03 Check CR Vendor BOW1 1 506 30 10193 04 13 03 Check CR Vendor FLO1 18 720 45 10194 04 13 03 Check CR Vendor GEN1 289 48 10195 04 13 03 Check CR Vendor NCNB 2 030 39 10196 04 13 03 Check CR Vendor S amp S 11 070 00 10197 04 13 03 Check CR Vendor SUN1 1 479 80 10198 04 13 03 Check CR Vendor TECO 357 19 10199 04 13 03 Check CR Vendor WATER 122 97 10200 04 13 03 Check CR Vendor WORK 456 98 10201 04 30 03 Check CR Vendor BOW1 21 870 00 10202 04 30 03 Check CR Vendor FLO1 2 080 05 10203 04 30 03 Check CR Vendor NCNB 400 88 10204 04 30 03 Check CR Vendor S amp S 21 150 00 10205 04 30 03 Check CR Vendor SCO1 1 617 33 10206 04 30 03 Check CR Vendor SUN1 18 081 00 12204 04 13 03 Check CR Emp CON 106 652 00 12205 04 13 03 Check CR Emp ELL 104 824 98 12206 04 13 03 Check CR Emp FRA 102 867 74 12207 04 13 03 Check CR Emp GOR 107 481 66 y bone intea Figure 3 142 Bank Account Balances Screen gt Default Bank Account lt Outstanding Checks Displayed example Page 134 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Accounts Payable Aging amp Drilldown This option lists the balances due to
121. 5 COAST AN EEES DA ERIN AAA AS 3 172 ROVE A O O PEC EE E A E as 3 165 Customer Support Tickets Ei ED A A AI AAN AA NS 3 174 D Dita IS Dates nb ato Stade ca tec assi cia 3 4 3 5 Clam SC Sy Stem Ale scarcer cei EP tata i amit cell ou ee aera eal aunt aie et aera yaoi alana 3 4 DS Le eer A ie occa enc luau tg S 3 17 3 23 3 28 Department Aid maa esa ane Miata a TA A dad 3 17 LIS A O A IT O MMIC TE DIU RPA TE ETT CRP RTT E Tannen 3 27 USE la y ela lene A A E AA AAA A 3 22 DEAN oro ea 3 13 3 14 3 15 3 16 3 17 AA ANS 3 13 PA merits aren ran ener ctr maet Mn eRe Ty Wier ent trey en eats Cree rrrtTT Mets ene eT neU tT Srenerinee Maer tnt mUNUr Try En a rertee mame ene trey te eer er 3 17 IMI OGY sien sina set eating E O RO 3 15 DECS a e ade eds atone ds 3 29 3 30 3 213 3 214 Access Sctup Maps Directions A iS 3 29 ale dlh AAA o A O O A a O 4 6 PR A a a lesen a e e S E amelocas 3 107 3 108 3 217 3 220 3 221 3 222 Doy moade IO E IN IN II II A EA 3 220 Index Page III DP DashBoard User Manual General Ponciano 3 219 A a E ER RO 3 221 AC A SS AAA AA E ASAS AAA RA AE A E EE helo E E EET 3 222 A e a bcs oa teeantdas nde educa laden bss deeds Gt adecaiatanuseseuars 3 67 3 68 3 69 3 70 3 71 3 72 Downloand Document or Tenplate ni A A A AAA AE 3 72 Remove Document Headino Llerena cdi ltasas cesado 3 70 View Document Acadin Ek tn IS A E ASS 3 71 Dowilord taco 3 42 3 43 3 72 3 73 3 108 3 184 3 194 3 197 3 200 3 203 3 219 O 3 18
122. 5 Remove Vie eS Accounts Receivable Data Sheet ARdatasheet pdf 0706 05 Remove view 6 Check Reconciliation Data Sheet CRdatasheet pdf 070605 Remove Yiew Back to Main Menu Add New Link Replace Main Menu Image above Figure 3 73 Setup Documents Screen gt View Function Marketing Documents Example 1 Inthe Setup Documents screen lt click gt the View option from the View column Figure 3 73 for the item to be opened The document or website automatically opens for viewing To Download a Document Template This function allows you to download documents that are listed in any of the Setup Documents screens or templates from the Document Templates section at the bottom of the screen la In the selected Setup Documents screen lt right click gt the desired document or template to be downloaded Figure 3 74 and select the Save Target As option The Save As window Figure 3 75 displays Setup Marketing Company ID Company Date Back to Previous Replace Main Menu Title above Add New Document Add New Heading Add New Link Back to Main Menu Replace Main Menu Image above Search Page e 1 About US aboutus pdf 07 14 03 Remove View e2 Version 6 8 Feature List 68FEAT pdf 07 06 05 Remove View 3 Remove Heading e 4 Accounts Payable Data Sheet APdatasheet pdf 07 06 05 Remove View 5 Accounts Receivable Data She OPen ARdatasheet pdf 07 06 05 Remove Yiew e6 Check
123. 6 A Category 17 JO x Task Status 17 NI Category 18 JO x Task Status 18 1 Category 19 CO x Task Status 19 zi le Pf fi internet Figure 3 11 Calendar Project Global Configuration Screen The following table describes the Calendar Project Global Configuration screen details Next Event Number Text box that defines the next event number Automatically increments to the next consecutive number When performing the configuration for the first time the event number begins with 1 Category Tex box that defines the listed items in the Category pull down menu in the Calendar and the Add Change Event screens Next Task Number Text box that defines the next task number Automatically increments to the next consecutive number When performing the configuration for the first time the task number begins with 1 Task Status Tex box that defines the listed items in the Task Status pull down menu in the Add Change Event screens Color Selection Radio Click the color selection radio button next to the associated event to assign Button an event color ex Select blue for Vacation These event colors display in the Event Calendar when you select the Category pull down menu when scheduling an event Scheduled events display in the assigned category color so that events are easy to recognize Remove Color Click the red x to remove the color selection and return to the default of no color
124. Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Accounts Recenable Aging amp Drilldown Accounts Recewable Sales Reporting amp Drilldown Customer Support Dira several we Tele rr Figure 3 117 Reports amp Drilldowns gt Income Statement To Display an Income Statement 1 In the center of the DP DashBoard Menu System screen select the Income Statement option from the Reports amp Drilldowns section The Income Statement Reports screen displays Figure 3 118 Page 114 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 3 Income Statement Reports Microsoft Internet Explorer e la x File Edit View Favorites Tools Help ae Income Statement Reports Company ID Company Date lt Back to Previous lt Back to Main Menu Select The Income Statement Format to Print Income Statement Format Income Income Statement Report Type Normal y View Report Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v HO i internet Figure 3 118 Income Statement Reports Screen Income Statement report formats available are Normal Prints an Income Statement in standard format two pages The exact way the report is presented and printed is controlled entirely by the user in setting up Financial Statement Maintenance in the Infinity POWER General Ledger module Budget Prints an Income
125. Avenue North 16th Floor St Petersburg FL 33701 USA Corporate 727 803 1500 Sales 800 237 6377 Fax 727 803 1535 Support None 727 803 1550 Search Page Admin User Administrator Sales Main Office 727 803 1500 813 918 8891 jsmith dpro com Ben Hannon Sales Representative Sales Orlando Office 407 555 1216 604 407 555 1284 bhannon dpro com Elliott Smith Sales Representative Sales New York N 202 803 1896 896 202 644 1537 esmith dpro com Fred Thompson Marketing Asst Marketing Denver CO 303 546 8484 205 303 849 8489 fthompson dpro com Joe Smith Marketing Assistant Marketing St Pete office 803 1500 515 jsmith dpro com Mary Jones Sales Representative Sales Atlanta Office 404 555 1212 400 404 651 8434 mjones dpro com Mary Smith Sales Representative Sales St Pete office 803 1500 516 msmith dpro com Paula Strong Public Relations Mgr Publix Rel Dallas TX 214 564 3143 5143 214 351 8591 pstrong dpro com Pauline Strach Sales Manager Sales Tampa 727 803 1500 513 727 888 9969 pstrach dpro com Pauline Strach Manager Sales St Petersburg 800 237 6377 513 dpasales dpro com Ron Smith Legal Counsel Admin Chicago IL 708 651 8181 181 708 659 8121 rsmith dpro com Sean O Day President Admin Miami FL 305 851 5115 5115 305 611 5151 soday dpro com Sheila Smith Marketing Asst Marketing Miami 305 888 9987 325 System Administrator Administrator Sales St Pete Office 727 803 1500 505 913 917 5516 admin dproa com Back to Previous IE Back to Main Me
126. Back to Main Menu Acet oescrintion Bank accounta o cash account DateReconciled 1 Default Bank Account 11110 03 31 03 2 Checking Account 2 11110 3 Checking Account 3 11110 4 Checking Account 4 11110 5 Checking Account 5 11110 Back to Previous Bonk Arnes Back to Main Menu Powered by POWER Server Copyright 1935 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v E http d dash 66 dpro comfreports crbalancel asp MNum 1 a m E r Internet Figure 3 139 Reports amp Drilldowns gt Bank Account Balances gt Description Drilldown 1 of 2 3 Bank Account Balances Microsoft Internet Explorer File Edit view Favorites Tools Help Bank Account Balances Company ID Company Date Back to Previous Back to Main Menu Acct 1 Last Statement Date 03 31 03 Description Default Bank Account Statement Balance 176 541 72 Bank Routing Cleared Checks 0 00 Bank Account Cleared Deposits 0 00 GL Cash Account 11110 Bank Balance 176 541 72 GL Account Balance 214 079 92 Outstanding Checks 146 835 12 Outstanding Deposits 0 00 Book Balance 29 706 60 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT ie SI Figure 3 140 Reports amp Drilldowns gt Bank Account Balances gt Description Drilldown 2 of 2 Chapter 3 Reports amp Drilldowns Page 133 DP DashBoard User Manual 2 lt Click
127. Change Color Scheme button The color scheme display box changes to the primary color selected 4 lt Click gt the Return to Main Menu option to return to the DP DashBoard Menu System screen The selected color scheme is applied throughout the program Page 74 DP DashBoard Admin Chapter 3 DP DashBoard User Manual CALENDAR amp TASKS The Calendar amp Tasks section of the DP DashBoard Menu System screen consists of the Event Calendar Project Task Menu and My Worksheet options These are very powerful tools that are designed to allow for company wide use This includes a single calendaring tool for a single office or even multiple offices as well as a Project Task Management system designed to allow you to keep track of a variety of things to be done both personally and professionally Configurable items in the section can be defined in the DP DashBoard Admin section of the DP DashBoard Menu System screen These features are accessible in the Calendar amp Tasks section of the DP DashBoard Menu System screen Figure 3 78 NOTE lt Clicking gt the company logo in the left top corner of the screen from any of the Calendar amp Tasks menu option screens brings you back to the DP DashBoard Menu System Screen This function applies to this section only The logo defaults to the Data Pro logo and should be replaced by your company s logo from the DP DashBoard Admin gt DP DashBoard Config option of the Menu System screen Calend
128. Chapter 3 DP DashBoard Troubleshooting Guide section for solutions to common problems The Troubleshooting Guide section will be frequently updated Congratulations Page 2 38 Installation Chapter 2 DP DashBoard User Manual This page intentionally left blank Chapter 2 Installation Page 2 39 DP DashBoard User Manual CHAPTER 3 USING DP DASHBOARD This chapter describes the steps necessary to configure your DP DashBoard and how to use its incredible features The DP DashBoard Menu System Screen Figure 3 1 is divided into sections based on functionality File Edit view Favorites Tools Help ae DP DashBoard Menu System Company ID Company Date Calendar amp Tasks Reports amp Drilldowns Maps amp Lists EX Event Calendar Perform General Ledger Company Consolidation Maps amp Directions 50 Project Task Menu Balance Sheet gt Internal Phone List ES My Worksheet Income Statement Documentation DP DashBoard Admin Id Siamani ee Y Marketing Documents Bank Account Balances mO DP DashBoard Config Accounts Payable Aging amp Drilldown Corporate Documents Color Styles Setup Accounts Payable Transactions amp Drilldown Y Support Documents Tips amp Tricks Accounts Receivable Aging amp Drilldown Sales Documents Accounts Receivable Sales Reporting amp Drilldown Y Technical Documents Review Add Ticklers Review Add Customer Support Tickets Search for Customer Support Ticket Change Customer P
129. Consolidation Maps amp Directions 50 Project Task Menu Balance Sheet 89 Internal Phone List Es My Worksheet Income Statement Documentation DP AlaahBoerd Adnin Financial Statement Drilldown Bank Account Balances mo DP DashBoard Config Accounts Payable Aging amp Drilldown Corporate Documents Color Styles Setup Accounts Payable Transactions amp Drilldown Y Support Documents Tips amp Tricks Accounts Receivable Aging amp Drilldown Sales Documents Ray Sheds Light Accounts Receivable Sales Reporting Drilldown Y Technical Documents Review Add Ticklers Review Add Customer Support Tickets Search for Customer Support Ticket Change Customer Profile Add a New Customer Profile Add New Sales Order View an Existing Sales Order View an Existing Purchase Order Inventory Item Inquiry View Inventory Sales History by Customer Review Add Timesheets Timesheet Report Custom Applications Y Marketing Documents HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 7 0 ExIT y A EI Figure 1 1 DP DashBoard Menu System Screen Full Option Notice down the center of the screen how all of the financial statement options such as Balance Sheet Income Statement Financial Statement Drilldown and more are shown Now compare this with the following screen that you may see for a user in the Accounts Receivable Department who does not have the same access rights Page 1 2 Int
130. DP DashBoard Admin Page 7 DP DashBoard User Manual DP DashBoard Config Options The DP DashBoard Config Options section of the DP DashBoard Menu System screen provides the capability to setup global configurations departments new users corporate resources company documents and other customizable options This section assumes that you have logged into the DP DashBoard program with complete rights and intend to view all options To Access the Configuration Options Screen 1 On the left side of the DP DashBoard Menu System screen select the DP DashBoard Config option from the DP DashBoard Admin section The DP DashBoard Administration Menu screen Figure 3 9 displays 4 DP DashBoard Administration Menu Microsoft Internet Explorer la x File Edit view Favorites Tools Help ae DP DashBoard Administration Menu Company ID Company Date Back to Previous Back to Main Menu DP Dashboard Configuration Options Global Configuration Options Setup Configure Departments Setup Configure Users Setup Configure Resources Setup Company Maps Directions Setup Company Logo and Phone Numbers Setup Available Companies Setup Technical Documents Setup Sales Documents Setup Support Documents Setup Corporate Documents Setup Marketing Documents Setup Tips amp Tricks Documents Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT X E
131. Date Date of transaction of the listed components Journal Displays journal entry number assigned in the Infinity POWER GL module It may be up to five 5 characters alpha numeric Description Description of transaction type of the listed components Check Check number associated with the listed components Transaction Transaction number associated with listed components Amount Total accrued balance for the selected component either M T D or Y T D Page 126 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Income Statement This Financial Statement Drilldown option displays a financial report in Income Statement format providing the month to date M T D and year to date Y T D income for the following components Revenue COGS ACCTS OPERATING EXPENSES and specified account ranges To Display an Income Statement 1 From the Financial Statement Drilldown Reports Screen select a Financial Statement format defined in your system In the INS Sample Co this would appear as Income Income Statement or Income2 Income Statement Whole Dollars in the Financial Statement Format pull down menu The appropriate Income Statement report displays Figure 3 132 3 Financial Statement Drilldown Report Microsoft Internet Explorer lol x Fie Edit Yiew Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Income Statement Back to Previous Back to Ma
132. Date display box to open the calendar and select the desired date for the report date range The calendar closes and the selected beginning date displays Hint lt Click gt on lt lt to change the month or year prior to the current date or lt click gt on gt gt to change the month or year after the current date 3 lt Click gt the calendar icon EH next to the Ending Date display box to open the calendar and select the desired date for the report date range The calendar closes and the selected ending date displays Hint lt Click gt on lt lt to change the month or year prior to the current date or lt click gt on gt gt to change the month or year after the current date Select the desired report type vouchers or checks from the Report Type pull down menu 5 lt Click the View Report button The Sales Code Summary report Figure 2 164 displays listing all receivable sales items for the specified date range Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer 3 x File Edit View Favorites Tools Help ae Accounts Receivable Sales Reporting amp Drilldown Company ID Company Date Sales Report from 04 30 03 to 04 30 03 Back to Previous Back to Main Menu Date iranse type customer Description Sale Amount COS Amount Payfep Amount 04 30 03 04302001 FC National Auto Parts 18 APR 202 78 0 00 04 30 03 10470 Adj Allens Hardware Shops Inc Record Shipment SO 0
133. Debt Expenses Insurance Insurance Insurance Insurance Worker s Comp Insurance Worker s Comp Insurance Worker s Comp Nffice Cleanina Fynence OPERATING EXPENSES Back to Main Menu 0 00 0 00 0 00 0 00 0 00 0 00 18 553 32 54 996 11 018 76 25 753 0 00 16 226 25 2 203 76 8 747 83 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 818 93 0 00 29 00 0 00 17 00 0 00 0 00 0 00 0 00 0 00 0 00 945 79 2 877 80 6 000 00 24 000 00 6 000 00 24 000 00 1 305 48 3 816 25 0 00 0 00 0 00 0 00 n nn n nn for account 60100 Es meme z Figure 3 135 Financial Statement Drilldown gt Income Income Statement gt Operating Expenses gt Wages and Salaries example Chapter 3 Reports amp Drilldowns Page 129 DP DashBoard User Manual ES Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Back to Previous Wages and Salaries 60100 Back to Main Menu SS Se 01 31 2003 Net Effect J E for January 960131 01316 10 851 58 02 28 2003 1 Net Effect J E for February 10 866 08 03 31 2003 1 Net Effect J E for March 14 725 63 04 13 2003 4 Bi Weekly PR 1 180 00 04 30 2003 4 Monthly PR 17 373 32 Total Wages and Salaries 60100 54 996 61 Back to Previous Wages and Salaries 6010
134. Document or Link 1 From the Maps Directions screen lt click gt the desired document or link to open from the Document Description column The document link opens in the appropriate associated program NOTE You must have the associated application loaded on your system in order for the document to open 1 e if you are trying to open an xls file you need to have Microsoft Excel loaded on your system To Download a Maps amp Directions Document 1 From the Maps amp Directions screen lt right click gt the desired document to download from the Document Description column and select the Save Target AS option Figure 3 225 The Save As window displays A ES Save in E Documents a E My Recent Documents Desktop SD My Documents My Computer T biy Network File name E mployeeh anual doc ne Places Save as type Microsoft Word Document Cancel EZ Figure 3 225 Save As Window Select the desired directory to download the file into from the Save In pull down menu If desired rename the document in the File Name pull down menu If appropriate change the file type in the Save as type pull down menu oo lt Click gt the Save button The document saves in the selected directory as the file name type specified Internal Phone List It is always important to have a current company phone list The internal phone list is automatically updated when new users are added or removed in the DP
135. EES E TAA A T 3 165 3 166 3 167 3 168 3 169 3 170 3 173 3 174 A E A AI AAA A A A A ta 3 169 Page VIII Index DP DashBoard User Manual CARES Customer OO PO O A sc 3 172 JESE E AETIA RT A TE 3 165 Review Customer Suppl tann A A E 3 167 3 168 3 169 BS O E E A E A E Tica io 3 173 Search Customer SUP POLE ers A A A dae unt avemntecnronasbubduns 3 174 A E N E aes tetamyastteauatilaaGhs 3 160 3 161 3 162 3 163 3 164 3 165 8 6 Mente ere ee N EEE T E T Meter meme EA E O E 3 161 Mod getter ince OTRO ten ner RPC SOME rome EPO CNPIR ORIEN ETE mire ee nee Omran re itary anor ere meee 3 165 REVIEW RO 3 160 O O O cata tac E AE AE E I E AE teases uae 3 159 3 164 3 183 3 193 3 196 3 199 ELEN LS ge aE OOP RMT O UE eel AA NCR ARENT PORT OTA Me aera IL T 3 159 3 164 3 183 3 193 3 196 3 199 Timesheet IK COON usara EI seas wean A S a 3 211 BRN oper ocd Wiel acetone men ee O A A EME OR CONE UNE tytn tater 3 105 Lo Display a Time Sheet REPO A AAA AA AAA DA AA ESE 3 212 To Revienadd a INE aos 3 209 EAS ACM ati a ds AS RA A ARANDAS ARA 3 142 3 145 3 146 Drilldown Accounts Payable Transactions Report oooooonnnnccccnnnnnnncnnnnnnnnnonnnnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnncnnnnninoss 3 145 A ee tai 3 156 3 157 Dildo WT ita iii biza 3 156 3 157 o A A RR O 3 105 U Urna ela 3 18 3 19 3 20 3 21 3 22 3 23 Dalt ali 3 22 MO a SA A A AE AE E A AA AA T 3 21 SO RO 3 1 USING DP DASHEBOARD da a adds 3 1 V MIEN
136. Explorer screen lt right click gt the installation directory C inetpub dpdash and select the Properties menu option The dpdashboard Properties window displays 3 lt Click gt on the Security tab and lt click gt the Add button window displays Page 2 32 Installation dpdash Properties General Sharing Securty Web Sharing Customize Group or user names A droinistrators LOCS6 Administrators EE CREATOR OWNER e EE INTERACTIVE E Internet Guest Account LOC3B USA LOC 35 ha ania Rornzala gt ro aran ara Add Remove Permissions for Administrators Allow Deny Full Control Modify Read amp Execute List Folder Contents Read Yi rite g 8 E 8 E El naad j For special permissions or for advanced settings Advanced click Advanced caca a Figure 2 42 dpdash Properties Window Security Tab 21 xi The Select Windows Users or Groups Chapter 2 DP DashBoard User Manual Figure 2 43 Select Users Computers or Groups Window 4 lt Click gt the Locations button The Locations window displays Locations ON LOC206 2 Entire Directory E dpro com Figure 2 44 Locations Window 5 Select your local machine name and lt click gt the OK button The Locations window closes and returns to the Select Windows Users or Groups window 6 lt Click gt the Advanced button Additonal options display Chapter 2 Installation Page 2 33
137. HARC1 Fred Hart 100 737 91 0 00 2 000 00 0 00 0 00 102 737 91 HOME1 Home Depot Inc 31 178 88 0 00 5 942 70 0 00 0 00 37 121 58 JONJ1 Sonia Jones Interior Design 133 678 11 0 00 4 060 00 0 00 5 034 62 142 772 73 NATI National Auto Parts 125 160 32 0 00 0 00 0 00 15 860 77 141 021 09 SWIS1 Tony Swiss Construction 87 198 77 0 00 0 00 0 00 0 00 87 198 77 TEDS1 Ted s Sheds Inc 2 478 95 0 00 6 102 18 0 00 0 00 8 581 13 UNIV University of Tampa 36 800 30 0 00 0 00 0 00 29 168 27 65 968 57 Z CASH Cash Sale Thank You 5 249 00 0 00 0 00 0 00 0 00 5 249 00 Totals 635 495 73 0 00 31 404 88 0 00 50 063 66 716 964 27 Back to Previous AI UN UNS USEN Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 ZAU v Doe O internet Figure 3 157 Accounts Receivable Aging amp Drilldown gt Normal Due Date Aging Report example The following table describes the Accounts Receivable Aging report details Customer Number associated with the Customer Name as defined in the Infinity POWER Accounts Receivable module Name Name of each customer with an accounts receivable balance Current Due Amounts due from customers for sales made during the current month 1 30 Days Lists the unpaid amount due from customers for sales made in the previous month These are the customers with accounts 1 to 30 days past due 31 60 Days Li
138. MY Sales Documents ig amp Drilidown ba Technical Documents Figure 3 228 Documentation Section Sample Documents The following screen Figure 3 229 is an example of the types of documents you may consider adding to the Marketing Documents section Price lists product data sheets order forms references etc are all documents that are beneficial to have handy for employees and for potential customers Notice how headings break up the different types of data sheets into categories These are features you define Chapter 3 Documentation Page 217 DP DashBoard User Manual File Edit View Favorites Tools Help Company ID Marketing Company Date Back to Previous Back to Main Menu Search Page About US aboutus pdf 07 14 03 Version 6 8 Feature List 68FEAT pdf 07 06 05 Product Data Sheets Accounts Payable Data Sheet APdatasheet pdf 07 06 05 Accounts Receivable Data Sheet ARdatasheet pdf 07 06 05 Check Reconciliation Data Sheet CRdatasheet pdf 07 06 05 Customer Support Management Data Sheet CSMdatasheet pdf 07 06 05 General Ledger Data Sheet GLdatasheet pdf 07 06 05 Inventory Management Data Sheet IMdatasheet pdf 07 06 05 Job Cost Data Sheet JCdatasheet pdf 07 06 05 Purchase Order Data Sheet POdatasheet pdf 07 06 05 Point of Sale Data Sheet POSdatasheet pdf 07 06 05 Payroll Data Sheet PRdatasheet pdf 07 06 05 Report Writer Data Sheet RWidatasheet pdf 07 06 05 Report Writer Run Time Data Sheet RWRdatasheet
139. Manual Norton AntiVirus This section documents problems related to using Norton AntiVirus software This procedure reflects Norton AntiVirus 2004 Depending on what version you are running the following steps may differ slightly Disable Script Blocking in Norton If the script blocking feature is enabled all necessary scripts will be halted and the DP DashBoard system will not execute properly 1 Page 4 4 In the Norton AntiVirus main screen confirm if Script Blocking is set to ON or OFF If set to OFF then stop here and do not continue with the following steps If Set to ON then follow the remaining steps to disable this setting x Morton Antivirus 100 j y J Status 4 Security Scanning Features scan for Viruses al Auto Protect On Panorte A Email Canon On aparts S Full System Scan Not completed Norton Antivirus Subscription al Virus Definitions 4 5 2004 Activate by 4 21 2004 A Automatic LiveUpdate On r AntiVirus gt 9 symantec Figure 4 5 Norton AntiVirus Main Window If Script Block is set to ON then lt click gt the Options button The Norton AntiVirus Options window displays VirusScan Settings DP DashBoard User Manual Norton AntiYirus Options Script Blocking Manual Scan Internet l W Stat Auto Protect when Windows starts up recommended Instant Messenger Wo Show the Auto Protect icon in the tray LiveUpdate FP o How to respond
140. Maps amp Directions section of the DP DashBoard Menu System screen To Remove a Maps Directions Document Heading Link This option allows you to delete documents headings and links that have been added to the list of items in the Setup Maps amp Directions screen Figure 3 30 and in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Chapter 3 DP DashBoard Admin Page 39 DP DashBoard User Manual 3 Setup Maps amp Directions Microsoft Internet Explorer y la xj File Edit View Favorites Tools Help Setup Maps amp Directions Company ID Company Date Back to Previous Maps amp Directions Ha Replace Main Menu Title above Replace Main Menu Image above Back to Main Menu Add New Document Add New Heading Add New Link Search Page e 1 Company Map doctemplates CompanyMap html Remove View e2 Data Pros Map http www dpro com dpro center areamap html Tk View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 39 Setup Maps amp Directions Screen Remove Function 1 In the Setup Maps amp Directions screen lt click gt the Remove option from the Remove column Figure 3 39 for
141. New Timesheet The following table describes the Add Timesheet data items Employee The name of the employee id for which the timesheet is being added Date Ref Number Date the new timecard is added Dept Project Select the department the employee is assigned Job Select a job description from the pull down menu if a job Cost Code No This data item will only be used if you selected Job as the Entry Type described earlier If this entry 1s to be applied to a Job Cost project job you must select a cost code for the system to use when your Time Sheet Entry is posted Bill Description If the option to allow Entry of JC TB Transaction Description is turned off in the Master Configuration this data item will not be displayed The transaction description will be passed to the Job Cost transaction file when you post the entry Page 210 Payroll Timesheets Chapter 3 DP DashBoard User Manual Worker s Comp Class If the option to Allow Workers Comp Classes is turned off in the Payroll Master Configuration this data item will not be displayed This item specifies which Workers Compensation class the hours and dollars for this entry should be accumulated under For hourly employees it may also determine the default pay rate for this entry This option can be used to define multiple pay rates per employee for specific types of work The Workers Comp classes are defined in the Payroll module P
142. OTE A warning will display if the customer has a past due balance or if they are over their credit limit File Edit View Favorites Tools Help ae Sales Order Detail Company ID Company Date Customer Name Allens Hardware Shops Inc Order Date 02 01 05 Salesman JF Price Level 4 Description Invoice Terms Net 30 Change Order Header Info Customer PO 1535 Back to Previous Back to Main Menu Description Quantity Total 0 00 Discount 0 00 Tax 0 00 Freight 50 00 Order Total 50 00 Add New Inventory Item Clear Order Detail Save Order View Add Notes Detail View Inventory Sales History View Customer Payment History lt Back to Previous lt Back to Main Menu HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT y A E Figure 3 192 Sales Order Detail Screen Page 186 Sales amp Purchasing Chapter 3 DP DashBoard User Manual The following table describes the Sales Order Detail screen details UPPER SECTION Customer Name Name of the selected Customer adding a sales order Clicking the actual customer name displays a customer aging and open items report Salesman Name of the salesman executing the sales order request Description Description of the sales order Order Date Date the sales order 1s entered into the system Price Level Price level you want to assign to that customer Valid select
143. P DashBoard User Manual INSTALL OR UPGRADE INFINITY POWER AND RELATED PRODUCTS If Infinity POWER is already installed on your system including the POWERServer application and the Customer Support Management CSM module P N 275 and other licensed modules skip to the next section Configure the IIS Web Server If you are running a lower version of Infinity POWER and you need to upgrade to Version 7 2 or you just need to install the POWERServer application and the CSM module ensure that these options are selected on the Installation CD ROM when prompted to select modules applications for installation To Install or Upgrade Infinity POWER and Related Products 1 Install Infinity POWER including the POWERServer application CSM module and other licensed modules refer to the Infinity POWER Installation Guide for installation instructions Either version of the System Administrator module P N 100 or P N 695 MUST be installed at a minimum to ensure that the Advanced Security Administrator module and the POWERServer modules are implemented These modules are mandatory for the DP DashBoard system to operate The DP DashBoard system will support the accounting software and the POWERServer module installed on an SCO UNIX Linux system or the Windows Graphical or Character Based system The DP DashBoard system does require that your internal network system be configured for the TCP IP networking protocol The DP DashBoard system includes the
144. R 4 lt Click gt the Cancel button to terminate the Remove function without saving any changes Setup Documents The Setup Documents options are designed to allow an Administrator to add remove and view documents headings and links to other websites that are displayed in the Documentation section of the DP DashBoard Menu System screen The following screen illustrates the section in the upper right hand corner of the screen Figure 3 58 where these options are found once documents heading and links have been added 1 5ystem BS ES nsolidation Maps amp Directions Internal Phone List Documentation B Marketing Documents Corporate DS QE Support Documents down ale m Yf Sales Documents amp Drilldowen Ls Technical Documents SA Page 56 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Figure 3 58 Documentation Section From the DP DashBoard Administration Menu screen Figure 3 59 the following configurable documents options are available Setup Marketing Documents Setup Corporate Documents Setup Support Documents Setup Sales Documents Setup Technical Documents and Setup Ray Sheds Light Fie Edt View Favores Tools Help _ ara Pry x 3 a e ze gt DP DashBoard Administration Menu SOFTWARI IN Company ID 1 Lompanry Date Back to Previous Back to Main Menu lDP Dashboard Configuration Options Global Configuration Options Setup Configure Departments Setup Configure
145. R One of the servers or workstations on your network must now be chosen as the POWERServer server This is the server that runs the POWERServer process in the background listening for connection requests from the DP DashBoard and then accessing the accounting system It is recommended that you choose the same network server that the accounting system is installed on If you are using a Novell server as your accounting server then you must choose a Windows XP Windows 2000 or Windows 2003 workstation as the system to configure the POWERServer module Page 2 16 Installation Chapter 2 DP DashBoard User Manual To Setup POWERServer 1 From the Accounting Server lt click gt the Start button and select the Run menu option from your desktop The Run window Figure 2 20 displays Ro a Type the name of a program Folder document or F Internet resource and Windows will open it For You Open Cancel Browse Figure 2 20 Run Window Type cmd in the Open text box lt Click gt the OK button The Command Prompt window displays Change the directory to where the accounting system is installed 1 e cd cApower The prompt changes to the accounting software directory 5 From the command prompt in the accounting software directory type POWERService install and press Enter on the keyboard This command installs the POWERServer module as a Windows Service which automatically starts whenever your
146. RCE REGISTRATION FORMILICENSE AGREEMENT This is a contract Carefully read all terms and conditions of this agreement prior to receiving any Registekon File for the software products By accepting the Registration File you acknowledge that you have read and understood this agreement and agree to be bound by its terms and conditions If you do not agree to the terms of this agreement return the products Gacludng writer matenals and binders ar other containers TO THE PLACE YOU OBTAINED THEM WITHIN 14 DAYS OF PURCHASE FOR A FITI RETIN NA REPTINNS WILT RE GIVEN OR RETIRNS hd T accept the terms in the license agreement Print Ido not accept the terms in the license agreement InstallShield lt Back Cancel Figure 2 28 License Agreement Window Page 2 22 Installation Chapter 2 DP DashBoard User Manual 4 Make sure to read through the entire Software License Agreement If you agree to accept the terms of the Software License Agreement then click on the accept button and then click the Next gt button to proceed with the next step of the installation The Destination Folder window displays Figure 2 29 This defines to the system where the program files will be loaded on your computer system 2 DP DashBoard InstallShield Wizard Destination Folder Click Mext to install to this Folder or click Change to install to a different Folder Install DP DashBoard to Cujinetpubld
147. Reports Productivity Tools i ee TR aa Form Generator Dig Pro POWER Upgrade Utility Figure 2 18 System gt System Administrator gt POWERServer Module 2 From the Infinity POWER POWERServer Main Menu options lt click gt the POWERServer Options menu option and select the POWERServer Configuration sub menu option The POWERServer Configuration window displays Chapter 2 Installation Page 2 15 DP DashBoard User Manual MM POWERServer Configuration _ Oj x Tools Launch Login User Password ower loo Login User Name fret IF Socket Port 3500 Activity Logging coca __ Figure 2 19 POWERServer Configuration Window 3 Specify the login name in the Login User Name text box and password in the Login User Password text box for the POWERServer s initial login This is the same User ID and Password that you defined in the Security System in the previous procedure 4 Specify the channel port number in the IP Socket Port text box This is the number or channel that the POWERServer will be listening for connections on NOTE Port number MUST be between 1025 and 65000 however there can only be one installed listening process on each port number The default recommended number is 9500 The port number you specify here must also be specified exactly the same when installing the DP DashBoard system or a connection cannot be made on the same channel SETUP POWERSERVER AS A WIN32 SERVICE ON THE SERVE
148. Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 71 Setup Documents Screen gt Remove Function Marketing Documents Example 1 In the Setup Documents screen lt click gt the Remove option from the Remove column for the item to be deleted Figure 3 71 The Deleting Documents Document Heading Link screen Figure 3 72 displays indicating the line number of the item to be deleted Page 70 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Deleting Marketing Documents Document on Line 13 Microsoft Internet Explorer File Edit view Favorites Tools Help Deleting Marketing Documents Document on Line 13 Company ID Company Date Back to Previous Back to Main Menu Description AR Report Source File CT Browse Current File Name ARCustytdrpt Last Date Updated 0213 04 security System Module PRES security System Object Delete Document The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT 4 Figure 3 72 Deleting Documents Docu
149. Sales Cell Phone 407 555 1284 Position Sales Representative E Mail bhannon dpro com Location Orlando Office Salesman HOUSE BILLO1 User Name 1234567890123456 789012345678 Phone Ext Delete Department Admin Cell Phone Position E Mail Location Salesman BM dpall User Name All DP Users Phone Ext Delete Department Sales Cell Phone Position E Mail Location Salesman BM ELL1 User Name Elliott Smith Phone 202 803 1896 Ext 896 Delete Department Sales Cell Phone 202 644 1537 Position Sales Representative E Mail esmith dpro com Location New York NY Salesman HOUSE FREDO1 User Name Fred Thompson Phone 303 546 8484 Ext 205 Delete Department Marketing Position Marketing Asst Location Denver CO Cell Phone 303 849 8489 E Mail fthompson dpro com Salesman HOUSE Figure 3 21 Setup Configure Users Screen Modify Function l From the Setup Configure Users screen Figure 3 19 lt click gt the user in the Figure 3 21 to be modified The Changing User screen displays Figure 3 22 Chapter 3 DP DashBoard Admin User ID column Page 21 DP DashBoard User Manual e Changing User BENH Microsoft Internet Explorer Fie Edt View Favorites Tools Help Changing User BENH Company ID Company Date Back to Previous lt Back to Main Menu Changing User BENH User ID JBENH User Name Ben Hannon Department Sales y Position Sales Representative Location Orlando Office P
150. Save Add Ticket screen displays see the following section Review Add Customer Support Tickets OR c lt Click gt the Save and Complete button to save the tickler and close it out The tickler is removed from the list of ticklers in the Review Add Support Tickets screen Figure 3 169 NOTE When a tickler is removed from the list of open ticklers 1t still remains in the DP DashBoard system The history can be retrieved for a specified customer only if it has been converted to a support ticket Support tickets may be billable to a customer or not 1 e warranty or pre sale inquiries Review Add Customer Support Tickets Customer Support tickets are generated when the decision has been made that 1t is necessary to take action to satisfy a tickler The time of each support call is recorded to manage billable support issues or for better call tracking purposes The following screen illustrates where the Reports amp Drilldowns gt Review Add Customer Support Tickets option is located on the DP DashBoard Menu System screen Figure 3 173 Chapter 3 Customer Support Page 165 DP DashBoard User Manual Accounts Recenable Sales Reporting Drilidown Review Add Ticklers Rewew Add Customer Support Tickets Search for We Support Ticket Change Customer Profile Add a New Customer Profile Add New Sales Order Figure 3 173 Reports amp Drilldowns gt Review Add Customer Support Tickets To Review a Customer Support Ticket This
151. Search Purchase Order Number Search i View a Specific Sales Order i Back to Previous P Back to Main Menu HELP Powered by POWER Server Copyright El 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT i ES aB Internet t Figure 3 190 Add New Sales Order gt Select Customer by Number Name or Phone gt Add New Sales Order Screen 2 Perform one of the following search options a Enter the assigned customer number in the Customer Number text box and lt click gt the Search button NOTE The customer number must be entered exactly as it is defined in the Infinity POWER program OR b Enter the full or partial name of the customer in the Customer Name text box and lt click gt the Search button The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list OR c Enter the phone number of the customer in the Customer Phone text box and lt click gt the Search button The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER program Page 184 Sales amp Purchasing Chapter 3 DP DashBoard User Manual The Add New Sales Order screen Figure 3 191 displays providing all the known customer information in the appropriate fields File Edit View Favorites Tools Help
152. Setup Configure Departments screen lt click gt Delete from the Select to Delete column for the desired department to be deleted Figure 3 18 A dialog box displays requesting confirmation to delete the selected department 2 lt Click gt the OK button in the dialog box to complete the delete function The dialog box closes and returns to the Setup Configure Departments screen where the department is now deleted Setup Configure Users This option is essential in configuring new users in the system Adding users automatically includes their information in the Company Phone List It also provides them rights to use the Event Calendar and Project Management System NOTE If the Customer Support Management system is deployed it also needs to be configured to synchronize with the salesman file in the Accounts Receivable system so that accurate billing credits are reported between the two systems Chapter 3 DP DashBoard Admin Page 17 DP DashBoard User Manual To Access the Setup Configure Users Screen 1 From the DP DashBoard Administration Menu screen Figure 3 9 select the Setup Configure Users menu option The Setup Configure Users screen Figure 3 19 displays E Setup Configure Users Microsoft Internet Explorer File Edit view Favorites Tools Help Setup Configure Users Company ID Company Date lt Back to Previous Back to Main Menu Add New User Search Page adminuser apuser aruse
153. Software Inc version 7 1 EXIT v Figure 3 202 View Sales Order Detail Screen From here you can view the sales order details create a new order from this sales order or return to the main menu View an Existing Purchase Order This option allows you to view existing purchase orders You can search sales orders by sales order number customer number customer name or purchase order number The following screen illustrates where the Sales and Purchasing gt View an Existing Sales Order option is located on the DP DashBoard Menu System screen Figure 3 203 PETIT Ll AA ee rl OO Pe Add New Sales Order View an Existing Sales Order View an Extsting Purchase Order Inventory tt Inquiry View Inventory Sales History by Customer Custom Applications Figure 3 203 Sales amp Purchasing gt View and Existing Purchase Order Page 196 Sales amp Purchasing Chapter 3 DP DashBoard User Manual To View an Existing Purchase Order 1 In the center of the DP DashBoard Menu System screen select the View an Existing Purchase Order option from the Sales amp Purchasing section The View a Specific Purchase Order gt Enter Purchase Order Vendor Number Name or Vendor Sales Order screen Figure 3 204 displays 4 Enter Purchase Order Vendor Number Name or Vendor Sales Order Microsoft Internet Explorer Enter Purchase Order Yendor Number Name or Yendor Sales Order Company ID Company Date View a Specific
154. Statement that includes any budgeted numbers setup in the Comparison SetUp Accounts option when configuring your Chart of Accounts or the option to setup or enter change budgets in the Infinity POWER GL module The report will compare the budgeted numbers against the actual and print any variance between the two numbers Any over budget amounts will appear as a positive number under budget as negative numbers Comparative Prints an Income Statement with two printed columns of information The first Year column reflects the current year s information as of the system date This information is identical to printing the normal Balance Sheet The second column reflects the prior year s information configured in the Set Up Accounts option in the Infinity POWER GL module Comparative Prints an Income Statement that compares the current month s actual account Month Year balances with both the prior month s actual account balances and the prior year s actual account balances for the same month Chapter 3 Reports amp Drilldowns Page 115 DP DashBoard User Manual 6 Month Trend Prints an Income Statement that compares the current month s actual account balances with the previous five 5 month s actual account balances even if the previous months occurred in a prior year To run this version of the report you must have data files in the prior year 1f the date range selected crosses back into a prior year Otherwise a warming
155. Stock E mail GL account GL Deseription scription NT 11400 Inventory Tampa Main Office Inventory Stock 928 34 Totals 928 34 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v E Done Internet Figure 3 154 Accounts Payable Transactions amp Drilldown gt General Ledger Accounts Summary Report gt Trans Drilldown Report example 2of2 The following table describes the Accounts Payable Transactions General Ledger Accounts Summary transaction number drilldown report details Trans Date Date of the actual selected transaction Trans Num Number associated with selected transaction Trans Type Describes the type of transaction for the transaction selected Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Trans Description Describes the purpose of the transaction selected Vendor Name of the supplier creditor Vendor Contact Name of contact for the supplier creditor Phone Phone number of the vendor contact Email Email address of the vendor contact GL Account Account number of the associated General Ledger cash account GL Description General description of the transaction selected Description Specific description of the transaction selected Amount Total amount owed to the supplier vendor for th
156. TE AE E EEEE desires aha EEE EAEE Ua O E ATETEA 3 3 ENAMORA UE A ASA SACARA AA A EE TS 3 3 A ene oaendaiars sou te esc cumadeseeanetuns dussdaecune unt a S E omeceusue tes 4 2 Add 3 13 3 14 3 19 3 20 3 24 3 25 3 33 3 35 3 36 3 37 3 38 3 49 3 52 3 63 3 64 3 66 3 67 3 87 3 90 3 95 3 99 3 161 3 164 3 170 3 181 PROGR OMe AA II O O A 3 181 3 182 Calendar Event trom the My Worksheet Opa id A AS a 3 95 A O enter esennir er tnny rier tere ratte 3 52 Company Address and Phone NumDe S nudillos A E A EA AA A ARAS AE E id 3 50 Es AA e oo a a O 3 172 BED hile 1 Sere it da o ls li e tales 3 13 Maps amp Directions DOCUMENT AI AA AIR AAA TIENDAS 3 33 Maps ce Directions Head de ie ia 3 35 Maps Directions kt A E A A a A eects 3 37 Marketine Documents Document merer ngen E r R ondo 3 63 3 64 Marketina Documents CAC iin ssia TA A ETENE 3 64 3 65 3 66 Markem Documents Mt a iio 3 66 NES scares ON E pean A A O ena reeves IOA N OE NANOA ee O O ee eae 3 20 Index Page I DP DashBoard User Manual POY y e RARO o A O o o e O SON OO E A A AA T 3 87 LIS O EN NN ET CN 3 24 3 25 o gon E TA tat ne E E A N E E 3 90 Task fonmi the My Worksheet Opioaren in ibi 3 99 TERIER e E A E E A A S 3 161 AAA ao 3 181 A ita oda 3 181 ACE S oaes nas aie tau sees eet ecto 3 135 3 136 3 137 3 138 3 139 3 140 3 141 3 147 3 148 3 149 Diilidown Accounts Payable ADIOS REPO A a bees lada 3 138 Durlidownam Accounts Receivable Aime Repo aii
157. To Access the Project Task MENU Screen dt dd end e 3 86 NS A A O O A IO 3 87 Page 1v TABLE OF CONTENTS continued Description Page To Mara brojectas Completed ana lla 3 88 LO VIS Ti 3 88 aD ONAL AG AAA A O 3 90 TOC homme e A O O O 3 92 To Mateo Tasio Completo si cto ca 3 92 TO REMOVE a Tas clan 3 93 MYW OKS e bc loc oo 3 93 TO ACCESS the My Worksheet SCICON aa aca 3 94 To Schedule a New Calendar Event from the My Worksheet Option cccccccccnnononoccccnnnncnnnnnnnnnos 3 95 To Change a Calendar Event from the My Worksheet Option occcccccncccnnnccnnonnoooncnnnnnnnnnnnnnnnnnnnos 3 98 To Add a New Task from the My Worksheet Option ooooooooooonnnncnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnos 3 99 To Change a Task from the My Worksheet Opti0M ooooooooonnnnccccnnnnnnnnnnnnnnnnononcncnnncnnnnnnnononnnnnnnnos 3 101 To Mark a Task Complete from the My Worksheet OptI0N occcccccccccnccnnnonoonncnnnnncnnnnnonononnnnnnnnos 3 102 To Remove a Task from the My Worksheet OptiON ooooooooooononcccnnnnnnnonononononononononnnnnnnnnnnnnnnnnnnnos 3 103 To View Weekly Calendar Events from the My Worksheet Option cccccceeeeeeeeeeeeeeeeees 3 104 TES TRICK O vissresies coscasessecsscesnscowsosteccevcess toes casesevevcecdensoaetevecececsuossbetevsceseceuscssecevecosesusssuuseseeceness 3 105 General Ray Sheds L 19h PUNCH ONS ia illa 3 105 To Open a Ray Sheds Light Document or Li a 3 106 To Prnt a Ray She
158. To Cust TEDS1 Name Ted s Sheds Inc New Status Resolved gt Problem a Ea Solution a El Follow Up Problem Resolved Billing Type Normal Billing Start Time 10 264 Total Qty o Calculate End Time Set Time Billing Qty o Save This Ticket Contract Status Check Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT v ooo oo fl internet Figure 3 177 Change Add Ticket Screen expanded to show all details Page 170 Customer Support Chapter 3 DP DashBoard User Manual The following table describes the Change A dd Tickets screen details Cust Number associated with the Customer Clicking the actual customer number displays a payment history report for that customer Clicking the Customer Aging option displays an aging report for that customer Co Name Name of the customer Clicking on this option opens a View Add notes window for that customer Previously written notes on that customer can be viewed or new ones can be added Contact Name of the main contact person for the customer account Address Mailing or Physical address of the company Bill to Address Region 5 digit alpha numeric text string defining the region the customer is located CON Min Minutes available in customer s technical support contract Phone Phone number of the customer Fax Fax number of the custo
159. Tricks section of the DP DashBoard Menu System screen Figure 3 106 Calendar Tasks Fe Event Calendar Perfor uy ProjectiTask Menu Balanc ES My Worksheet Incomi DP DashBoard Admin iene 5 DP DashBoard Config Acco 5s Color Styles Setup Accoul Tips amp Tricks Accoul ACCOU 4 Ray Sheds Light Review Revien Searct Chang Add al Figure 3 106 Tips amp Tricks Section gt Ray Sheds Light General Ray Sheds Light Functions The following sections describe procedures on how to open documents from the DP DashBoard Menu System screen print documents on demand and download documents These procedures can be performed from the Ray Shed s Light screen under the Tips amp Tricks section of the DP DashBoard Menu System screen Chapter 3 Tips amp Tricks Page 105 DP DashBoard User Manual To Open a Ray Sheds Light Document or Link 1 From the Ray Sheds Light screen select the desired document or link from the Documentation Description column Figure 3 107 The document link opens in the appropriate associated program 3 Ray Sheds Light Microsoft Internet Explorer File Edit View Favorites Tools Help Ray Sheds Light Company ID Company Date Back to Previous Back to Main Menu Search Page Document Description File Hame Link Last Update Important Upgrade Information importantupgradeinfo pdf 07 17 03 Year End Instruction Year_End doc 07 17 03 Data Pro Accounting Software Inc http
160. Users Setup Configure Resources Setup Maps amp Directions Setup Company Logo and Phone Numbers Setup Available Companies Setu p Setup Marketing Documents Setup Corporate Documents Setup Support Documents O pti ons Setup Sales Documents Setup Technical Documents Setup Ray Sheds Light Back to Previous Back to Main Menu Figure 3 59 DP DashBoard Admin Menu Setup Documents Options The main menu titles of all these categories are all configurable by a user with Administrator rights Changes made to these options will be reflected in both the DP Dashboard Admin menu and in the Documentation section of the DP Dashboard Menu System screen Figure 3 58 As your company initiatives and styles evolve you can update the main menu title and main menu image to reflect these changes Adding new headings can categorize your growing list of links and documents into groups and subgroups so that they are more effectively organized and accessible There are even full content document templates that come standard with DP DashBoard i e an Employee Manual and Company Map Simply download these templates customize the information for your company s needs then add the documents to your Documentation section so that your staff can access them whenever they need to Chapter 3 DP DashBoard Admin Page 57 DP DashBoard User Manual The following table describes documents you may consider for each category Document Type Samp
161. View Favorites Tools Help ae Adding New Company Company ID Company Date Back to Previous Back to Main Menu Company ID Company Name Save Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 53 Adding New Company Screen 2 Enter the user defined company identification in the Company ID text box The Company ID is an alpha numeric text string that consists of three characters You cannot use one or two characters only NOTE Consider making the Company ID an abbreviation of the actual company name so that 1t will be easily recognized It must be a valid company that exists with the Infinity POWER programs already 3 Enter the company name in the Company Name text box lt Click gt the Save button A message displays confirming the company index has been updated The window closes and returns to the Company Configuration Screen The new company name and company ID displays in the Add New Company list Page 52 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Modify a Company This option allows you to modify the properties set up for companies once they have been added to the list of items in the Company Configuration screen accessed when you select the Setup Available Companies configuration option 3 Company Configuration Microsoft Internet Explorer File Edit View Favo
162. X EXIT v Figure 3 99 Scheduling New Event Window gt My Worksheet Option The following table describes the Scheduling New Event screen details Description Text box Enter a description of the new event i e appointment meeting conference call etc Event Date Display box Click the calendar icon to select the date of the event Defaults to the current date Start End Time Pull down menus Displays the start end time of the event Defaults to 8 00 am for both time options Increments in five minute intervals User ID Defaults to the User ID currently logged into the DP DashBoard program Type Pull down menu The following options describe the event type Public Event is open to anyone with access to the calendar Depart Only Event is to be viewed only by those who have access to a specified department Attendees Viewed only by selected attendees Attendees receive an invitation to the event via email Accepting the event will update the attendees personal calendars Private Event can only be viewed by the user adding the event Department Pull down menu Options describe the department the event is associated with Defaults to the department the current user is associated with Page 96 Calendar amp Tasks Chapter 3 DP DashBoard User Manual Category Pull down menu Options describe the category of the event e g appointment meeting phone call Defa
163. a different manager to the department select another user from the Manager pull down menu lt Click gt the Change button A message displays confirming the database record has been updated The window closes and returns to the Setup Configure Departments Figure 3 14 screen where the changes are now listed Page 16 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Delete a Department This option allows you to delete an existing department from the DP DashBoard database Once a department is deleted 1t is not longer available throughout the system where departments are applicable 3 Setup Configure Departments Microsoft Internet Explorer l x File Edit View Favorites Tools Help ae Setup Configure Departments E Company ID Company Date Back to Previous Back to Main Menu Add New Department Admin Administration BILLO1 Delete Graphics Graphics Multimedia Dept MIONES Delete MarComm Marketing Communications jsmith 4 Marketing Marketing MIONES Delet Personnel Personnel FREDO1 Delete Public Rel Public Relations BENH Delete Qual Quality Assurance ELL1 Delete Rand D Research amp Development adminuser Delete Sales Sales Ep Delete Add New Department Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 18 Setup Configure Departments Screen Delete Function 1 From the
164. a e a no Urgent RandD Create AP Sample Data msmith Assigned NewTask 092203 101503 i dD Create new RESET GES Data Create GL Sample Data apuser Assigned NewTask 092203 101503 Create AP Sample Data Completes 361699 Add New Task Review All Task Detail My Worksheet Back to Previous Back to Projects Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 95 Review Tasks Screen Change Task Function 1 From the Review Tasks screen click the task number of the task you want to change in the Task column Figure 3 95 The Add Change Task screen Figure 3 94 displays listing all the tasks associated with the category or project Make any desired changes to the task lt Click gt the Save Task button The Add Change Task screen closes and returns to the Review Tasks screen The list of tasks is updated with the changes To Mark a Task Complete 1 From the Review Tasks screen Figure 3 93 click the task number of the task you want to mark as complete from the Task column The Add Change Task screen Figure 3 94 displays 2 lt Click gt the calendar icon next to the Completion Date display box to select the date the task is completed Hint lt Click gt on lt lt to change the month year prior to the current date or lt click gt gt gt to change the month year after the current date 3 lt Click gt the Save Task button The calendar clo
165. a truly seamless process Add New Contact Select this option to add another customer contact 3 Make any desired changes to the customer profile lt Click gt the Show or Hide Ship To option to modify the customer s shipping address The Ship To window displays Clicking the Save button in this window saves the changes and returns you to the DP DashBoard Menu System screen 5 lt Click gt the Save button to update the system with the new customer information A message displays confirming the record has been updated and returns to the DP DashBoard Menu System screen Add a New Customer Profile This option allows you to add new customers into the DP DashBoard system Customers added here are automatically added to the Data Pro Infinity POWER A R module The following screen illustrates where the Reports amp Drilldowns gt Add a New Customer Profile option is located on the DP DashBoard Menu System screen Figure 3 184 Accounts Rhecernable sales ReEponing amp Drillaown Review Add Ticklers Review dd Customer Support Tickets search for Customer Support Ticket Change Customer Profile Add a Hey Customer Profile Add New Sales Order Figure 3 184 Reports amp Drilldowns gt Add a New Customer Profile To Add a New Customer Profile 1 In the center of the DP DashBoard Menu System screen Figure 3 235 select the Add a New Customer Profile option from the Customer Support section The Add a Customer sc
166. ack to Main Menu Uploading the Image File in the Phone List Category Upload your own image Browse Upload Phone List Image File types available for upload are gif and jpg Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 50 Uploading the Image File in the Phone List Category 2 To select a different image lt enter gt the path and file name of the desired image in the Upload your own image text box or lt click gt the Browse button to select a path from your network The Choose File window displays Select the appropriate folder from the Look in pull down menu 4 Select the desired image or type in the exact filename of the image in the File name text box NOTE Images must be in jpg or gif format and not exceed 30 pixels in width 5 lt Click gt the Open button The Choose File window closes and the selected path and file name are now displayed in the Upload your own image text box 6 lt Click gt the Upload Phone List Image button The Uploading File screen displays confirming the image was uploaded successfully 7 lt Click gt the Return to Main Menu option The Uploading File screen closes The new image is updated in the Maps amp Lists gt Internal Phone List section of the DP DashBoard Menu System screen To Add Modify Company Address and Phone Numbers This option allows you to add modi
167. ack to Preere Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT ea Figure 3 42 Setup Maps amp Directions Download Document Function saves ees Save irc 5 Documents y gt E My Recent Documents o BE k to p ar My Documents i sr My Computer E My Network File name setupdoc him Places Save as type HTML Document Cancel Figure 3 43 Save As Window 2 Select the desired directory to download the file into from the Save In pull down menu 3 If desired rename the document in the File Name pull down menu 4 If appropriate change the file type in the Save as type pull down menu Chapter 3 DP DashBoard Admin Page 43 DP DashBoard User Manual 5 lt Click gt the Save button The document saves in the selected directory as the file name type specified Setup Company Logos and Phone Numbers This configuration option allows you to add and modify your company address contact information phone and fax numbers and Phone List image that are displayed in the Maps Lists gt Internal Phone List section of the DP DashBoard Menu System screen You can also change your company logo which will globally update wherever the current logo displays throughout the system The following screen Figure 3 44 illustrates the section in the upper right hand corner of the screen where these options are displayed system
168. acusevenscsceacsaesveueaberensavenss 4 6 To Locate and Copy dll File into System Directory I ooooooonnnnccnnnnnnnnnnnnnnonnnononnnnnnnnnnnnnnnnnnnnononnnnnnnos 4 6 INDE A a soacnuatseacateldeomueuaee 1 Page vii This page intentionally left blank Page vin DP DashBoard User Manual CHAPTER 1 INTRODUCTION Data Pro Accounting Software s DP DashBoard is a revolutionary new technology that extends its Infinity COMMERCE technology in many exciting new ways which allows firms of all sizes and shapes to manage their business from a completely new point of view Depending on the company s specific needs this product is targeted to address a wide range of internal needs for management and its staff alike As such where Data Pro s e commerce technology is easily used for doing business of the web with a company s customers the DP DashBoard system is primarily targeted for a company to use with its internal customers In other words this is primarily about doing business with a company s employees With this thought in mind management has to be engaged from the beginning for any successful implementation of this product to occur For those responsible with the task of deploying this product for the company it is important to know from the beginning what the target is or the primary mission that you are trying to achieve before you start setting up the variety of features you will find throughout this product DP DashBoard is n
169. al Contisuration OP Ome ta 3 8 To Setup Modify Global Configuration Options cccccccccccececccceeeaeeeeeseseeeececeeeeeeeeeeeeeeaeeaeaeeeees 3 9 Setup Contisure De pare st a it A R 3 12 To Access the Setup Configure Departments Screen ooooooooooooooocccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 3 12 AA A A e ora tace heed ulacaatentacmeendes 3 13 To Modifya Department td dd tds 3 15 Fo Delete a DEPA nE ta ridad da dica 3 17 Sep COMMUNE US ai ias 3 17 To Access the Setup Contigure Users Screen siic c ccc ccdcctec secdeceldeidebiee aa ad idad 3 18 TO Adda INC WU SC lee Sia eta bas deere tr riada 3 19 Page 111 TABLE OF CONTENTS continued Description Page AA E A O tm E cuales 3 21 To Delta a US as 3 22 SUPC ONI Ure Resouico Saa ico ola iia ri cid 3 23 To Access the Setup Configure Resources Screen ccccccccccccccconnnnnnocnnnnnnnnnnnnnnnnnnnnnonnnnonrnnnnnnnnnnnnnnoss 3 23 TOA RE a a oli Oa od 3 24 TO Modify a RESOU E ld dise oole east c rasa 3 26 TO DOE ROI dc dos di ndo 3 27 Scump Maps IDITCC MOMS AAA O A uious Stanarnsa ch etamhnaanaemserakts 3 28 To Access the Setup Maps amp Directions SEO as 3 29 To Replace the Maps amp Directions Main Menu Image ICON occcccccnccncnnnnnonnnnonnnnnnnnnnnnnnnnnnnnnnos 3 30 To Replace the Maps amp Directions Main Menu Title oooooonnnnnnnnnnnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnos 3 32 To Add a New Maps amp Directions Document ooccccnn
170. alendar event from this screen also updates the Calendar screen when viewed from the Event Calendar option from the Calendar amp Tasks section of the DP DashBoard Menu System screen 1 From the My Weekly Calendar amp Task Worksheet screen Figure 3 98 lt click gt on the Schedule Event radio button or the Schedule New Event option at the bottom of the screen The Scheduling New Event window Figure 3 99 displays Chapter 3 Calendar amp Tasks Page 95 DP DashBoard User Manual EE for 08 24 04 Microsoft Internet Explorer o l 18 x Scheduling New Event for 08 24 04 E Company ID Today s Date Scheduling New Event Description A Type Public y Event Date 082404 Department Administration y Start End Time 08 004 y 08 004 y Category Appointment y User ID sysadm Event Status Open z Comments Available Attendees 3 Available Resources 3 Click to Add or Remove Selected Attendees Click to Add or Remove Selected Resources Admin User Main Conference Room a Accounts Payable User Demo Conference Room Accounts Receivable User Laptop Notebook 1 Ben Hannon Laptop Notebook 2 123456789012345678901 2345678 y North Demo Room x Select Customer xi Select Vendor x Check for Conflicts M Save This Event Quit Without Saving How to use the Change Date feature Refresh Rate Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7
171. alendar option to view the full corporate calendar or the My Calendar option to view only your personal calendar entries The selected calendar displays in full view and is listed in the pull down menu From the fourth pull down menu select the desired Department to only view that department s calendar entries The selected department calendar displays in full view and is listed in the pull down menu From the fifth pull down menu select the desired Category to only view entries related to the specified category The selected category entries display in full view and are listed in the pull down menu and in the calendar below NOTE These combinations of pull down menus are a great way of isolating just the information you want to see at once You may see everything combined or just one group To Schedule a New Event This option allows you to schedule a new event to the calendar User permissions determine which users can view certain events from the corporate calendar When scheduling an event to the calendar you can invite attendees such as internal staff as well as prospects customers or vendors All invitees will receive an e mail confirmation of the event You can also reserve resources such as conference rooms and media equipment 1 Page 78 NOTE Events added to your personal calendar cannot be viewed by anyone but you From the Calendar screen Figure 3 80 click the Schedule New Event option The Scheduling New E
172. ally the DP DashBoard is a beginning of your company s Intranet implementation not an ending The more you deploy the product you will probably find that you will want to do more All Data Pro customers already have the technology that allows them to implement e commerce over the web if they desire DP DashBoard is your beginning of your Internal implementation The technology this product is based on allows you to continue to expand the number of options and features you want to add for years to come Therefore you will only be limited by your imagination as to the options that may be deployed for your firm If you need customized reports specific web options order processing time sheet entry for Payroll and Job Cost purposes and more this is all possible and with a high level of creativity to be had Don t forget that like all Infinity POWER products DP DashBoard allows for multi company processing Therefore it is not uncommon to implement this product several times on the same server to support multiple companies and multiple sets of financial Statements Or you may install the system once and consolidate all financial statements The method in which you choose will be based on the goals you seek and will be discussed later in this manual so that you may make an informed decision as to what is right for your firm s The key is that you have the choice Welcome to a new way of managing a company with DP DashBoard Page 1 4 Intro
173. ar amp Tasks E Event Calendar Per aa Project Task Menu Bal ES My Worksheet Inci DP DashBoard Admin pda m DP DashBoard Config Acc Color Styles Setup ea Tips amp Tricks ACC ACC coe Ao Figure 3 78 Calendar amp Tasks Section Chapter 3 Calendar amp Tasks Page 75 DP DashBoard User Manual Event Calendar The Event Calendar system is designed to allow each individual to maintain their own personal schedules on the system in private so that when other users are booking events that include them the system has the ability to determine whether they are available or not to be included Events are meetings appointments conference calls To Do s demos and more NOTE With the integration of the event triggering system DP Auto a daily notification of the calendar events can be sent to specified e mail addresses set up in DP Dashboard by utilizing the calendaralerts script See the DP Auto User Manual for further details The following screen illustrates where the Calendar amp Tasks gt Event Calendar option Figure 3 79 is located on the DP DashBoard Menu System screen Calendar amp Tasks H Event Calendar Per mae Project Task M nu Bal fea My Worksheet Inci DPDashBoard Admin de mi DP DashBoard Config pr 2 Color Styles Setup fcc Tips amp Tricks Acc Ray Sheds Light ps Ee Dm Figure 3 79 Calendar amp Tasks gt Event Calendar To Access the Calendar Scr
174. ard User Manual MAPS 8 LISTS The Maps amp Lists section of the DP DashBoard Menu System screen consists of the Maps amp Directions and Internal Phone List options The benefits of centralizing information such as corporate maps directions and phone lists are extremely valuable Common information such as this can now be accessed quickly and accurately Both of these options are user defined meaning you can change the main image icons titles and other attributes associated with these options The following screen Figure 3 222 illustrates the section in the upper right corner of the screen where these options are displayed Internal Phone List Documentation BJ Marketing Documents Corporate Documents ie Support Documents rilldown wh M Sales Documents iG amp Drilldown ae Technical Documents Figure 3 222 Maps amp Lists Section Maps amp Directions The Maps amp Directions section is where you would keep company maps and directions so that your employees can quickly download and or email them directly to a client that would like to visit your facility This option is user defined which means you can change the title and main menu image icon See the DP DashBoard Admin gt DP DashBoard Config gt Setup Maps amp Directions section of this manual for detailed steps on these configuration options This option is accessible in the Maps amp Lists section of the DP DashBoard Menu System screen Figure 3 223 C
175. ation KI qa P SCI el System fa Detail lem Ferm Option ID Auth Total Authorities Option Description E Authorities E 7 Customer Quick dd Authorities 3 Aroz r A Customer Quick Change Authorities Enable Perm Disable Perm Enable Auth Disable Auth User Group Rights Save Cancel Close Figure 17 Options Rights gt Support Management System 9 Check the security options you wish to grant the user rights to and lt click gt the Save button Page 2 14 Installation Chapter 2 DP DashBoard User Manual CONFIGURE POWERSERVER OPTIONS After configuring the security system objects the next step is to configure your POWERServer options To Configure POWERServer Options 1 From the Infinity POWER Security Administrator Main Menu options lt click gt the System menu option and select the System Administrator gt POWERServer Module sub menu option Figure 2 18 The Main Menu options update to reflect the POWERServer function File Systems Reports Set Up and Maintenance Help General Ledger Accounts Payable Pa el es Purchase Order Entry E iy EA if i T ul Accounts Receivable Inventory Management L Order Entry iB p oint of Sale E if Payroll Job Cost Main Module Time Sheet Entry e Check Reconciliation Hoy f EE i El iF Report Writer 7 i Report Writer Run Time Customer Support Management Security Administrator POWER Server Module Run Crystal
176. ation A check displays in the check box NOTE If this option is already checked then some of these features have already been installed It is recommended that you review the details of this installation to ensure everything 1s installed to your satisfaction 5 lt Click gt the Details button to review all of the sub components that will be installed as part of this installation The Internet Information Services IIS details window displays Figure 2 3 Internet Information Services 115 X To add or remove a component click the check bos 4 shaded bos means that only part of the component will be installed To zee what s included in a component click Details Subcomponents of Internet Information Services 115 El Common Files E A Decumentation SN ETA El Ea File Transfer Protocol FTP Service 0 1 MB E go FrontPage 2000 Server Extensions 43 MB 4 Internet Information Services Snap ln 1 3 ME sa SMTP Service 3 6 MB if World Wide Web Service 2 3 MB Description Installs Required IS program files Total disk space required 54 E MB Details Space available on disk 0314 58 MB Figure 2 3 Internet Information Services IIS Details Window WARNING It is not recommended by Data Pro that you add the File Transfer Protocol FTP Service subcomponent to your system unless you have other specific reasons outside of the scope of DP DashBoard The DP DashBoard system does not utilize the FTP featur
177. ations Figure 2 34 Computer Management Window Configure Web Server Function 2 In the left screen menu lt click gt the Services and Applications option and then select the Internet Information Services sub option A list of internet applications installed on your system displays in the right window Figure 2 35 rT Computer Manapement e Be FAD 2 gt mn TS Computer Management Local ML System Took m Eile Action View Window Help 19 Event Viewer 4 gt A E E Shared Folders meee Local Lisare and Groups Bi System Toni Performance Logs and Aeri E N System Tools i Bar ep Shared Folders storage z a ie al F Local Users and Groups Tas a F y storage E a Performance Logs and Ale Secon a Removable Storage fill Device Manager Disk Defragmenter E Pig Storage Dish Mara gemernt 2 Removable Storage zs Services and Applications Disk Defragmenter Services 8 Disk Management BN mL Control Ea Services and Applications HE indexing Service Telephony Wy internet Information Servic P a E 3 wbs NU o WI Control 1 48 Indexing Service E ay Default Web Ste Ea Internet Information Sers 5 Detauk SMTP Virtual Se le Application Pools f le Web Sites Windows i 3 le Web Service Extensic XP H 4 Default SMTP Virtual Windows 2003 Figure 2 35 Internet Information Service gt Web Sites Folder gt Default Web Site Chapter 2 Installation Page 2 27 DP DashBoard U
178. ations BENH Delete Qual Quality Assurance ELL1 Delete Rand D Research amp Development adminuser Delete Sales Sales EPIA Delete Add New Department Back to Previous Back to Main Menu Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 14 Setup Configure Departments Screen The following table describes the Setup Configure Departments screen details Department ID Maximum of lalpha numeric characters Abbreviation of the department e g PubRel for Public Relations Department Description Maximum of 28 alpha numeric characters Full name of the department e g Marketing Manager Name of user with manager permissions assigned to the department Select to Delete Selecting a component in this column deletes the associated department from the DP DashBoard system database To Add a Department This option allows you to add a new department to the database This is immediately reflected throughout the DP DashBoard system 1 From the Setup Configure Departments screen Figure 3 14 lt click gt the Add New Department option The Add New Department screen Figure 3 15 displays Chapter 3 DP DashBoard Admin Page 13 DP DashBoard User Manual E Microsoft Internet Explorer l a l 8 x File Edit view Favorites Tools Help ay Add New Department E Company ID Company Date Back to Previous Back to Main Menu
179. been updated The window closes and returns to the selected Setup Documents screen The new document link now displays in the list of documents and also in the selected Documentation section of the DP DashBoard Menu System screen To Modify a Documents Document Heading Link This option allows you to modify the properties set up for documents headings and links that have been added to the list of items in the Setup Documents screen Figure 3 60 and accessible in the Documentation section of the DP DashBoard Menu System screen The following table describes the associated properties that can be modified for each of the item types listed in the Setup Documents screen Item Type Properties to Modify Document Description Source File Security System Module Security System Object The current file name is displayed as well as the date of last update Heading Description Security System Module Security System Object Link Description Link Address Security System Module Security System Object Chapter 3 DP DashBoard Admin Page 67 DP DashBoard User Manual E Setup Marketing Documents Microsoft Internet Explorer o 8 x File Edit View Favorites Tools Help ay E a E Setup Marketing Documents Company ID Company Date Back to Previous Back to Main Menu Marketing Documents Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search
180. bes the transaction type that is defined when creating the initial transaction Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Trans Desc Describes the transaction as entered at time of billing Customer Name of the customer Customer Contact Name of contact for the customer Phone Phone number of the customer E mail E mail address of the customer contact IM Item Inventory Management item Sales Code Sales code associated with item Description Description of the sale item Quantity Quantity of the item U M Describes the unit of measure associated with the Quantity column Unit Price Price per unit Extended Price Total price charged for that line 1tem COS Amount Cost of sale amount Accounts Receivable Sales Reporting amp Drilldown This option lists the receivable sales history for the active company selected The Accounts Receivable Sales report provides a breakdown by supplier of all receivable items for a specified date range The following screen illustrates where the Reports amp Drilldowns gt Accounts Receivable Sales Reporting amp Drilldown option is located on the DP DashBoard Menu System screen Figure 3 162 Chapter 3 Reports amp Drilldowns Page 153 DP DashBoard User Manual Perform General Ledger Company Consolidation Balance Sheet Income Statement
181. ccounts Receivable Sales Reporting amp Drilldown Customer Support Overview and detailed procedures on all customer support functions Functions include Review Add Tickers Review Add Customer Support Tickets Search for Customer Support Ticket By Number Change Customer Profile Sales amp Purchasing Overview and detailed procedures on sales and purchasing functions Functions include Add a Sales Order Review an Existing Sales Order View an Existing Purchase Order Inventory Item Inquiry Maps amp Lists This portion of the main menu options is user defined but comes standard with the following options Maps amp Directions and Internal Phone List This is where you could put your company map so that it is accessible for your employees to print email or fax it to clients that wish to visit your facility The internal phone list is self generating as new users are added in the configuration options Documentation This section of the main menu is user defined but comes standard with the following options Marketing Documents Corporate Documents Support Documents Sales Documents Technical Documents This is where you could display documents links related to these topics for your employees to access Tips amp Tricks This section of the main menu is user defined but comes standard with Ray Sheds Light This is where you could display document links that are related to technical support issues new product features
182. ce Sheet Income Statement Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Accounts Recenable Aging amp Drilldown Accounts Recerable Sales Reporting amp Drilldown Customer Support l Dira mranani db ee Tir Lr lm rr Figure 3 111 Reports and Drilldowns Main Menu Options Perform General Ledger Company Consolidation This option allows you to combine several companies at varying percentages of ownership into one Consolidation Entity so that you can run various reports For example your company purchases 35 of another company You will be maintaining the records of this subsidiary as well as your parent company In order to give a complete financial picture to your Board of Directors the subsidiary s financial statements must be combined with the parent company s financial statements Simply set up a consolidation entity in the Windows GUI Windows character based or SCO UNIX LINUX version of the Infinity POWER G L module first which will consolidate 100 of the parent company s financial statements with 35 of the subsidiary s Keep in mind that all companies that are being consolidated must have the same Month of Year End and consistent Chart of Accounts Otherwise this could cause information to be distorted or be inaccurate NOTE The Consolidation Entity must already be set up in the Infinity POWER General Ledger applica
183. characters Optional field providing cell phone number of the employee E mail E mail address of the employee This is important to setup for all users so that when using the calendar function a user can automatically be emailed a notification if scheduled to attend a meeting This function is not possible without an e mail address AR Salesman ID If using the Customer Support Management feature in DP DashBoard the Accounts Receivable AR module needs to be installed and AR Salespeople need to be added to the AR system This means you intend to allow them to bill for Support Tickets and other items in the system This field creates a link between the User ID and the AR Salesman file so that if transactions occur there is relationship pre established for billing purposes NOTE A single Salesman called House or Do not Use should be setup for users that have no link to billing If the Salesman has not been setup you can select House for the time being save the User ID and go the AR module and add the new Salesman number Return to this option to change the AR Salesman ID to coordinate with the new Salesman number A Sate eS Enter the new user identification in the User ID text box Enter the name of the user if the User Name text box Select the department the user is associated with from the Department pull down menu Enter the position or title of the user in the Position text box Enter the location of t
184. ck the Add New Task option The Add Change Task screen Figure 3 94 displays E Add Change Task po oompany ID ins Company Dabei Today 0241 xi Aiding lew Tesk Assigned syvsodm Status New Task Type Unass gned Priority Urgen Start End Date O g E E Project Dpro Newsleter y completion Gate E Description Lo Save Task Department sacirran Details a Lomments Tera a humel Department 53 Job E lt eB2Q Qc o o Cost Code q 0 Bill Description E A Hours Worked 000 Change Timeshest Figure 3 94 Add Change Task Screen The following table describes the Add Change Task screen details Assigned Specifies whom the task 1s assigned to Priority Specifies the priority assigned to the task when it was added to the system Priorities can be set to Urgent High Normal Low or New Project Name of the project the task is associated with Assigned when a new task 1s added Description Text Box Enter a description of the task Page 90 Calendar amp Tasks Chapter 3 DP DashBoard User Manual Status Specifies the status of the project at the time it is added to the system Status can be set to New Task In Progress On Hold or Completed Type Specifies the type of task Types include Assigned Unassigned Completed and Private Start End Date Displays the selected date the project co
185. ckets and customer profiles can be added changed and accessed from this main menu function This assumes however that you have purchased and installed the Infinity POWER Accounts Receivable A R module P N 104 Otherwise most of these features will not be available These features are accessible in the Customer Support section of the DP DashBoard Menu System screen Error Reference source not found Accounts Recemwable Sales Reporting amp Drilidown Review Add Ticklers A Review dd Customer Support Tickets Search for Customer Support Ticket Change Customer Profile Add a Hew Customer Profile Sales Purchasing Add New Sales Order Figure 3 167 Customer Support Main Menu Options Review Add Ticklers Ticklers are a handy way to keep track of customer support requests When a customer calls in with a question or problem an operator can create a tickler describing the issue at hand This creates a record of that customer request which can be accessed at any time for reference While entering the tickler information an operator has access to the customer s payment history past due aging history as well as previously taken notes on the customer assuming the A R module is installed The following screen illustrates where the Reports amp Drilldowns gt Review Add Ticklers option is located on the DP DashBoard Menu System screen Figure 2 168 Accounts Recenable Sales Reporting amp Drilidown Review
186. computer A share located on another computer A redirection to a URL Je inetpub dedash Browse e Log visits e Index this resource Local path Application settings Application name Defaut Application Remove dpdashboard gt Configuration Scripts only DefaultAppPool Unload Starting point Execute permissions Application pool Cancel Apply Help AA Windows 2003 Chapter 2 DP DashBoard User Manual Ensure the Read and Write check boxes are checked In the Home Directory screen select the Configuration button The Application Configuration window displays 7 lt Click gt the Options tab if you want to change the Session timeout to a longer period than the default Figure 2 38 This value specifies the number of minutes that the web server will keep users logged in to the web site when they are inactive The recommended timeout value is 120 minutes Application Configuration Fa Mappings Options Debugging Application configuration 4 Enable session state Session timeout pa 120 minutes 4 Enable buffering IW Enable parent paths Default ASP language BScript ASP script timeout mo seconds Enable Side by Side assemblies Manifest file mame Cancel Help Figure 2 38 Home Directory gt Application Configuration Window gt Session Timeout Function 8 Ensure the Enable parent paths check box IS checked In Windows XP
187. count Description Describes the purchase order number PO associated with the transaction Amount Total balance owed to specified vendor Chapter 3 Reports amp Drilldowns Page 141 DP DashBoard User Manual Accounts Payable Transactions amp Drilldown This option lists the payable transaction history for the active company selected The Accounts Payable Transaction report provides a breakdown by supplier of all payable items for a specified period of time The following screen illustrates where the Reports amp Drilldowns gt Accounts Payable Transactions amp Drilldown option is located on the DP DashBoard Menu System screen Figure 2 150 Perform General Ledger Company Consolidation Balance Sheet Income Statement Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions Drilldown Accounts Recenah_ Aging amp Drilldown Accounts Recewable Sales Reporting amp Drilldown Customer Support Donar did Tir lr ina ro Figure 2 150 Reports amp Drilldowns gt A ccounts Payable Transactions amp Drilldown To Display an Accounts Payable Transactions Drilldown Report 1 In the center of the DP DashBoard Menu System screen System screen select the Accounts Payable Transactions amp Drilldown option from the Reports amp Drilldowns section The Accounts Payable Transactions amp Drilldown screen displays Figure 3 151 Page 142 R
188. cription Corner Blocks Category Blocks Retail 6 21 Bin Number 108 Level 2 5 13 Unit Of Measure EA Level 3 4 86 Level 4 4 32 Quantity On Hand 600 00 Level 5 4 05 Quantity Reserved Level 6 3 78 Quantity On Order 600 000000 Level 7 59 00 Quantity Available 1200 00 Level 8 225 00 Level 9 4 32 Last Cost 8 4 Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT v STA intermet Figure 3 210 Inventory Item Inquiry Screen View Inventory Sales History by Customer This option allows you to view a customer s sales history You can drilldown by invoice to display a listing of the complete transaction detail From the selected customer s sales history previously ordered items an be selected and a new sales order can be created The following screen illustrates where the Sales and Purchasing gt View Historical Sales History by Customer option is located on the DP DashBoard Menu System screen Figure 3 211 Add Hew Sales Order View an Existing Sales Order View an Existing Purchase Order Inventory ttem Inquiry View Inve ge Sales History by Customer Custom Applications Figure 3 211 Sales amp Purchasing gt View Historical Sales History by Customer Page 202 Sales amp Purchasing Chapter 3 DP DashBoard User Manual To View a Customer s Historical Sales History 1 In the center of the
189. ct the date the task is completed Hint lt Click gt on lt lt to change the month year prior to the current date or lt click gt gt gt to change the month year after the current date 3 lt Click gt the Save button The calendar closes and returns to the Review Tasks screen The task displays with a green line crossing though it to indicate it has been completed NOTE This option can also be performed when adding a task for the first time see the To Add a Task section Page 102 Calendar amp Tasks Chapter 3 DP DashBoard User Manual To Remove a Task from the My Worksheet Option This function allows you to remove a task entry from the My Weekly Calendar amp Tasks Worksheet screen Figure 3 104 Changes to tasks listed from this screen are also updated in the Project Task Menu Screen y Calendar Task Worksheet y ID Today s Date o E CA EEE A y Duc Date Status Report eae Create Spreadsheets Normal 09 29 05 ths Insert changes and grab new screens Urgent 02 24 06 oom Production ex Final a Urgent 03 12 04 AT Booth Proiect a VA Figure 3 104 My Weekly Calendar amp Task Worksheet Screen Remove Task Function 1 From the My Weekly Calendar amp Task Worksheet screen lt click gt the in the Task column Figure 3 104 for the task you want to remove A dialog box displays confirming the intent to delete the specified task 2 lt Click gt the OK button in the dialog bo
190. ction and the following sections are designed to explain your ability to configure the DP DashBoard system with all of its variations and possibilities Remember that unless you have the specific Infinity POWER accounting modules installed detailed earlier in the requirements section of this manual some of the accounting options seen here will not appear on your system You must have all of the corresponding accounting applications installed and running on your system for them to properly integrate with the DP DashBoard product This includes accounting modules such as General Ledger Accounts Payable Check Reconciliation and Accounts Receivable NOTE Keep in mind if you decide not to deploy all of these features they will not automatically appear without their proper installation in the accounting system too The system can be configured to meet your company s specific needs This includes setting up a wide range of pieces of information including Departments Users Calendar Resources Company Addresses and Phone Numbers Corporate Logos documents and much more The following screen Figure 3 8 illustrates the section in the upper left hand corner of the screen where these options are displayed Calendar amp Tasks EA Event Calendar n Project Task Menu EEG My Worksheet OP DashBoard Admin ao DP DashBoard Config ne Color Styles Setup Tips Tricks Y Ray Sheds Light Figure 3 8 DP DashBoard Admin Section Chapter 3
191. d Company Name An alpha numeric text string that consists of 40 characters that describe the company name System generated for this screen based on the user defined company name in the Company Configuration Screen gt Add New Company option Company ID An alpha numeric text string that consists of 3 three characters that identifies the company You cannot use one or two characters only System generated for this screen based on the user defined company ID in the Company Configuration Screen gt Add New Company option Remove Hyperlink Allows you to delete a company from the DP DashBoard database This option allows you to delete companies once they have been added to the list of companies in the Company Configuration screen Removing a company will affect all functions throughout the DP DashBoard system where selecting a company 1s possible Chapter 3 DP DashBoard Admin Page 51 DP DashBoard User Manual To Add a Company This Configuration option allows you to add a new company to the DP DashBoard Database Once a company is added it will become available for selection for the following Main Menu functions Reports Drilldown Customer Support and Custom Applications 1 From the Company Configuration screen Figure 3 52 lt click gt the Add New Company option to set up a new company The Adding New Company screen displays Figure 3 53 3 Adding New Company Microsoft Internet Explorer 2 xj File Edit
192. d Customer Support Management security options select the By Option button The Option Rights window displays Figure 2 15 E Option Rights DLART E o x Tools Launch Edit Navigation Ja av ARA Al vd System Detail ltem Perm Option ID Auth Total Authorities Option Description Enable Pern Disable Pei Enable Auth Disable Auth User Grete Fits Save Cancel Close Figure 2 15 Option Rights Window 6 In the System text box type db for DP DashBoard and press the Tab key on your keyboard The DP DashBoard security options display Chapter 2 Installation Page 2 13 DP DashBoard User Manual E Option Rights DLART Tools Launch Edit Navigation 14 4 da y gt bi E rig System fan Detai ltem Perm Option ID Auth Total Authorities Option Description a CalendarsTask Configuration Authorities 2 CONFIG E Rather DP Dashboard Configuration Options NOIES Enable Ferm Disable Perm Enable Auth Disable Auth User Group Rights Save Cancel Eloze Figure 2 16 Option Rights gt DP DashBoard System 7 Check the security options you wish to grant the user rights to and lt click gt the Save button 8 In the System text box type sd for Customer Support Management and press the Tab key on your keyboard The Customer Support Management security options display Option Rights DLART Tools Launch Edit Navig
193. d User Manual Type the name of a program folder document or taf Internet resource and Windows will open it For you Cancel Browse Figure 4 9 Run Window 8 lt Click gt the OK button Server Object Error Page 4 7 DP DashBoard User Manual This page intentionally left blank Page 4 8 Server Object Error DP DashBoard User Manual CHAPTER 5 ACRONYMS Tem Meaning OOOO ALF Annual License Fee AR Accounts Receivable CPA Certified Public Accountant CR Check Reconciliation DB Database DHCP Dynamic Host Configuration Protocol FTP File Transfer Protocol GL General Ledger IIS Microsoft Internet Information Service IP Address Internet Protocol address P N Part Number SA System Administrator SMTP Simple Mail Transfer Protocol Chapter 5 Acronyms Page 5 1 DP DashBoard User Manual This page intentionally left blank Page 5 2 Acronyms Chapter 5 DP DashBoard User Manual ACES E 3 6 3 8 3 12 3 18 3 23 3 29 3 44 3 50 3 58 3 76 3 86 3 94 3 118 3 214 3 216 CAEN AES a eL a 3 76 3 77 Contisutation prons DESC 3 8 Financial Statement DILO WA OPIO A A A AA AE AE AE EA E di to 3 118 SP RN 3 216 Maps DIE CHONG CIEMAT 3 214 MW OTKkS OCELOT A E A A A ES A E sd 3 94 EXP a E 3 6 Project I ask Menus credit di li 3 86 3 87 Setup Avaliable Companies crec lt ir stas dei ais dera 3 50 setup Company Lovo and Phone Numbers Screen AS ds 3 44 Setup
194. d use the Add New Link option to add the document 6 lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document 1 e This could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then leave this option blank NOTE If certain documents are sensitive such as certain accounting functions then grant similar security rights from the accounting system s Advanced Security Administrator module If only people who have rights to G L should see this document then assign a GL security object If A R users should only have access to the file then assign an AR security object These rights can be granted down to a specific menu option level which 1s essentially the function of security objects Therefore 1f you choose G L choose an option all GL users have rights to or pick an option that only a couple of users have access to depending on your objectives i e Print Chart of Accounts GL0209 would be a security object most GL users would have access to Print Balance Sheet GLO202 is a security object most GL users would not have access to 7 lt Enter gt the specific security code i e GLO202 in the Security System Object text box NOTE The Security System Module and Security System Object categories must b
195. displays warning and the report will not run If you do not desire to create prior year s data files simply run the report with the system date set to the sixth fiscal period of the year or higher Quarterly Prints an Income Statement providing quarter to date and year to date figures Statement useful for estimating tax liability If you are using 13 Period processing this report will not print The Year to Date Only report provides year to date only statements beneficial for preparing the IRS statement at year end without showing all of the last month s adjustments and depreciation entries Year To Date Print an Income Report providing the year to date figures only No monthly totals Only will appear Annual Budget Prints an Income Statement providing the current period actual the Year to Date actual the annual budget the portion of the remaining budget that is left for the year and their respective percentages This is an ideal report for telling management where they stand relative to the point in time within a fiscal year Select the desired Income Statement form from the Income Statement Format pull down menu Select the desired report type from the Report Type pull down menu The report type options are pre defined based on the configuration defined in the Infinity POWER General Ledger module 4 lt Click gt the View Report button The Income Statement Report screen displays the requested report informatio
196. don E dane PND warns desea dasaasttdsine Miata SnstaeMeaeweiaes 3 41 3 42 3 71 3 72 3 78 3 88 3 104 Documents Document Head ino Miike aid iaa 3 71 Maps Directi ns Document He adi ITA AA AAA AA AA A eveats 3 41 SPec e ANC NUAL a acai tie taco ll lapa ita lada 3 78 NS nen ae a SC 3 88 3 89 Weekly Calendar Events from the My Worksheet Option cccocooooooonnnnnnnnnnnnnnnnonononononononononnnnnnnononnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 3 104 View a Customers Historical Sales HUSO Canis E ii ad 3 203 View Inventory Sales History Dy CUSOME Er AA AA RA AAA AA EAE 3 202 W We DS A E ETE E ER O RR LEAN 2 28 COD E o de City eer 2 28 Weekly Calendar Events trom the My Worksheet OPINA E mieten aeons 3 104 NOW noa ates wk canton E S R E EN 3 104 A II tee cong A E II II E r ides 2 16 Setup POW PRS CVC eoan a a a E neem eater 2 16 WOE A E Oe ET Ta Oe eT eR a Oe ya eer oe Sere ony ere 3 94 ACCESS My Worksheel Screen innana A NO AAA A AAA NADA TEA ESA AA vaste Cite 3 94 Index Page IX
197. down screen displays Figure 3 144 Chapter 3 Reports amp Drilldowns Page 135 DP DashBoard User Manual Accounts Payable Aging amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Payable Aging Drilldown Company ID Company Date Back to Main Menu Select The Report Criteria Back to Previous Aging Criteria 7 Day Aging Type Future View Report Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 Za v SA emne Figure 3 144 Accounts Payable Aging amp Drilldown Screen 2 Select the desired report age 7 day or 30 day to be run from the Aging Criteria pull down menu Select the desired aging type Future or Past from the Aging Type pull down menu 4 lt Click gt the View Report button The appropriate Aging amp Drilldown report displays in the format specified Figure 3 145 Page 136 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 3 Accounts Payable Aging amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Payable Aging Drilldown Company ID Company Date SO DURANG Back to Main Menu Back to Previous BOW Bower s Roofing Supplies 0 00 2 430 00 0 00 81 360 00 9 040 00 92 830 00 FLO1 Florida Lumber Inc 0 00 25 830 00 0 00 45 270 00 7 900 00 79 000 00 NCNB NCNB National Bank 0 00 0 00 2
198. dows service ELO z Disk Defragmenter Print spooler Stap 58 Disk Management a Protected Storag pause El Ed Services and Applications 8005 RSVP Resume 84 Remote Access 4 Restart Sa Remote Access SBa Remote Desktop AllTasks SBa Remote Procedur Refresh Sa Remote Procedur fy Remote Registry Properties Ea Removable Stora ON z Help 4 4 4 Extended A Standard Start service POWERServer on Local Computer j Services T WMI Control ags Indexing Service ce Internet Information Service Figure 2 23 Computer Management Window Launch POWERServer Chapter 2 Installation Page 2 19 DP DashBoard User Manual INSTALL DP DASHBOARD ON IIS SERVER The DP DashBoard system requires a Microsoft Internet Information Server IIS web server running on a Windows XP Professional Windows 2000 Server or Windows 2003 Server PC or network server This IIS server must have IP network access to your accounting server but does not require access to the Internet You have a choice as to whether or not you want access to the DP DashBoard from the Internet or only from within your internal network Before you Begin If you do not have the DPDashSetup exe installation utility you need to download it from the Data Pro website Once this file is downloaded it is located in the dpdownload directory which should be found directly off of the root of Drive C 1 If the dpdownload directory has never been c
199. ds Licht Document lali aia 3 106 To Download a Ray Sheds Light Document inersion a e E a AEE aN 3 107 REPORTS AND DRILL DOW NS wissiesccisecissescsceccstesvcvotaessdeseseneceesssesdesesscdavedseeetecuseucucesseeetecsseusecesss 3 109 Perform General Ledger Company ConsolidatiON ooocccccncnoncncnnnnnnnonononononnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 3 109 POC OnsOlidate amen clica 3 110 BAAN CS MCC Use ctutaaatn tease E E E eam uaantese A see abu acne can ee tae E eonomacnaensene 3 111 To Display a Balance Sheet REDON cla 3 111 INCOME LAL CIM OING ron ct clica caso 3 114 To Display anlacome Stale mic ne xian de rie eleccaci n 3 114 Financial Statement Drill Win 3 117 To Access the Financial Statement Drilldown Option o ooccccnnccncnnnnncncnnnnnnnnnnonononnnnnnnnnnnnnnnnnnos 3 118 Balance est aos 3 119 To Display a Balance Sheet aiae a a a e EN 3 119 To Duldown a Balance Sheet Reporta ino odds 3 119 A O 3 122 To Display a Statement of Cash PO WS bata otann ce aes 3 123 To Drilldown a Statement of Cash PlOWS caido 3 123 INCOME MAMI a e a O ease atest Utuasec eds ateeaseagiees 3 127 To Display ati come Stave ment anti dia 3 127 To Drilldow nan Income Statement rresia 2t e eels ete 3 127 Bank Account Bahn eee e e e see 3 131 To Display a Bank Account Balances Report occccccccnnnononnnoonnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 3 131 To Drilldown a Bank Account Balances Report ooooo
200. duction Chapter 1 DP DashBoard User Manual ABOUT THIS MANUAL This manual includes three chapters and three appendices The following table describes the organization of the manual Section in Manual What You Will Find Chapter 1 Introduction Introduces the conventions used in this manual and an overview of the DP DashBoard product Chapter 2 Installation Explains the step by step installation procedures for the DP DashBoard product Chapter 3 Using DP DashBoard Explains how to configure DP DashBoard and how to use its features Chapter 4 DP DashBoard Troubleshooting Guide This troubleshooting guide is designed to help the user find solutions to common problems concerning the installation and configuration of this software and its related products Chapter 5 Acronyms Defines acronyms used in this manual Please refer to the Data Dictionary Reference Manual in your System Administrator User Manual for a description of the files fields and indexes used through the Infinity POWER Accounting System as well as the E Commerce and DP DashBoard products lt Click gt here to access the Data Dictionary Reference Manual in PDF format lt Click gt here to access the on line Data Dictionary Reference Manual Please refer to the Security Objects Definitions Reference Manual in your System Administrator User Manual for a listing of security objects by module and their definitions lt Click gt here to acce
201. e Figure 2 14 Maintain Groups Screen 2 If you are not already in Add Mode lt click gt the Operation menu and select the Add menu option This allows you to add a new Security System user for the POWERServer module to be able to login to the Infinity POWER accounting system Page 2 12 Installation Chapter 2 DP DashBoard User Manual 3 Specify the User ID or Group ID and Description in the appropriate text boxes and then disable access to all options by lt clicking gt the Disable Perm button Data Pro recommends adding a user called web as the POWERServer user NOTE The User ID or Group ID defined here MUST be defined exactly the same in the POWERServer Configuration screen Login User Name option in the Configure POWERServer Option section 4 lt Click gt the Password button The Select Password screen displays NOTE This user DOES NOT need to nor should have security access to any of your accounting module options The POWERServer uses the User ID to perform the initial login to the system and begin the communications process between the DP DashBoard system and the accounting server However the DP DashBoard system requires each additional user to have an actual User ID and Password to check for their appropriate security rights These User IDs must be assigned rights to the specific accounting modules and application options that you wish to allow them to access 5 To set up the DP DashBoard system an
202. e entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module DP DashBoard security objects are defined in the Security Objects Definitions Reference Manual found in your System Administrator User Manual 8 lt Click gt the Add Document button The Adding Documents Document screen closes and the new document now displays in the selected Setup Documents screen and also in the Documentation gt section of the DP DashBoard Menu System screen To Add a New Documents Heading This option allows you to add a new heading that is accessible from the Documentation section of the DP DashBoard Menu System screen This is really useful 1f you want to categorize documents within a group ex Product Sheets Perform the following steps to add a new heading 1 From the selected Setup Documents screen Figure 3 60 lt click gt the Add New Heading option The Adding New Documents Heading screen Figure 3 67 displays Page 64 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Adding New Marketing Documents Heading Microsoft Internet Explorer l ix File Edit View Favorites Tools Help ae Adding New Marketing Documents Heading Company ID Company Date Back to Previous Back to Main Menu Description A Security System Module security System Object A aia Add Heading The file types available to be
203. e 06 11 03 525 00 05 15 03 69128 Inv Invoice 06 14 03 1 155 00 06 01 03 69107 Inv Purchase for Job 07 01 03 416 94 06 01 03 69108 Inv Invoice 07 01 03 275 00 09 10 03 69147 Inv Invoice 10 10 03 3 090 00 10 31 03 69183 Inv Invoice 11 30 03 20 574 25 11 17 03 69157 Inv Invoice 12 17 03 24 366 00 12 24 03 69161 Inv Invoice 01 23 04 27 854 25 Total 142 772 73 Normal Aging based on Due Date lt Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y ae i i i se Figure 3 160 Accounts Receivable Aging amp Drilldown gt Normal Due Date Aging Report gt Customer Drilldown gt Invoice Drilldown Report example 1 of 2 Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Receivable Sales Reporting Drilldown Company ID Company Date Back to Previous Back to Main Menu Trans Date 03 31 03 Customer JONJ1 Sonia Jones Interior Design Trans Num 69071 Customer Contact Denise Jones Trans Type Inv Phone 813 562 2654 Trans Desc Invoice E mail sonia indesign com mrem SSS TB um unit Price Extended Price COS Amount 51362 Framing Labor 208 00 22 12 4 600 00 0 00 51562 Roofing Labor 240 00 22 08 5 300 00 0 00 Vendor BOW1 51502 Roofing Materials 1 00 32 319 00 32 319 00 24 300 00 Vendor S amp S amp 51502 Roofing Sub Cont
204. e 3 29 Maps amp Lists Section gt Maps amp Directions To Access the Setup Maps amp Directions Screen 1 Chapter 3 From the DP DashBoard Administration Menu screen Figure 3 9 select the Setup Maps amp Directions menu option The Setup Maps amp Directions screen Figure 3 30 displays 3 Setup Maps amp Directions Microsoft Internet Explorer Jg m a x Fie Edit view Favorites Tools Help qe ee a B Setup Maps amp Directions Company ID Company Date Back to Previous Back to Main Menu Maps amp Directions pe Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page e 1 Company Map doctemplates CompanyMap html Remove View e2 Data Pros Map http www dpro com dpro center areamap html Remove View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 30 Setup Maps Directions Screen DP DashBoard Admin Page 29 DP DashBoard User Manual As documents are added they are displayed in a consecutively numbered list including the following document details Line Line number System generated and automatically increments to the next highest number as documents l
205. e A R master configuration Pull down menu Select the salesman associated with the customer The Salesman Number is set up in the accounting system Defaults to House Sales Tax Code Pull down menu Select the sales tax code associated with the customer The Sales Tax Code is set up in the accounting system Defaults to 99 Exempt Salutation Pull down menu Select the appropriate salutation for main contact person of the customer account Title Title of the main contact person of the customer account First Name Full first name of the main contact person associated with the customer account Middle Name Middle name of the main contact person associated with the customer account Last Name Last name of the main contact person associated with the customer account Alt Phone Alternate phone number of main contact person Ext Phone extension associated with the Alt Phone number provided Cell Phone Cell phone number of the main contact person of the customer account Bus Type Pull down menu Select from user defined business types Tax Id Tax ID number for the customer Mail Select either Yes or No to permit sending direct mail to the main contact person E Mail Select either Yes or No to permit sending e mail to the main contact person of the customer account Fax Select either Yes or No to permit sending faxes to the main contact person of the customer account View Customer Agi
206. e Act or Goldmine for your personal calendaring system True All are fine products for what they do However you must now look at a broader issue and that is the scheduling of people and corporate resources throughout the company not just yourself so that everyone may be engaged and work together DP DashBoard provides such a capability More importantly it does it through a Browser based technology so that it may easily be accessed from virtually anywhere in the world and not just on a single PC as would be the case on these previously stated products Therefore if you intend to schedule a sales meeting next Thursday and need to invite thirty 30 people to the meeting book a conference room and insure everyone is notified the DP DashBoard product is ideal for the task It will automatically check for scheduling conflicts and send an e mail to everyone notifying them of the scheduled meeting Further it will book the meeting on the central calendar and make it available for all to see who are eligible This is not something an individual contact manager is very efficient at Likewise for those companies in the service business air conditioning repair network management etc complete service departments can be setup and all of their scheduling by service technician can be managed through this tool It transcends a wide variety of uses in all organizations In fact each user can keep their schedules on the system and in complete privac
207. e Company Rights gi Enable Company Rights Add Authority l l Change Authority AT hel 0 Delete Authority Copy Authority Replace Authority Enable Authority Ae A ie fo fy Force Password Change Security Configuration Maintain Data Files Figure 2 12 Security Administrator Menu gt Set Up and Maintenance gt Set Up Users The Maintain Users Figure 2 13 or Maintain Groups Figure 2 14 dialog box displays Chapter 2 Installation Page 2 11 DP DashBoard User Manual MN Maintain Users IOJ x Tools Launch Wavigation Operation q 4 b zil de Se El al al Made Add User ID User H Description Last Logir Last Logout Enabled Iv Last Password Change Nest Password Change UEP n No Date Time Authority No Permissions Assignment Company permissions not set Global Assignment Enable Perm Disable Pem Enable Auth Disable butt All Companies Group Password User Fields Cancel Eloze Figure 2 13 Maintain Users Screen MM Maintain Groups E EE 5 Tools Launch Wavigation Operation 4l 4 Bla Le El al al Mode Add Group ID Group H Description Enabled fw Permissions Assignment Company permissions not set Global Assignment Enable Perm Disable Perm Enable Auth Disable Auth All Companies From Specified Group Group Cen pEi By Option Group User Ima User Fields Cancel los
208. e F Standard 1000 000001 03 24 03 HARC1 Fred Hart JLB Initial installation install 1002 8x10 1000011 03 2403 HARC1 Fred Hart JLB Initial Installation and setup 10x12BLT National Auto Initial installation 1008 0497 00002 O MAT Parts ME normal setup Back to Previous Soarch far Buppart Tick t Back to Main Menu HELP Powered by POWER Serwer Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT v EB E Dene Figure 3 180 Ticket Information Screen 4 Select the desired support ticket listed in the Ticket column The details of the selected support ticket display Change Customer Profile Profile information on customers can be modified if necessary This function also allows you to view a specific customer s aging history payment history or add detailed notes The following screen illustrates where the Reports amp Drilldowns gt Change Customer Profile option is located on the DP DashBoard Menu System screen Figure 3 181 Accounts Recewable Sales Reporting amp Drilidown Review Add Ticklers Review 2dd Customer Support Tickets search for Customer Support Ticket Change Custom rofile Add a Hew Customer Profile Add Hew Sales Order Figure 3 181 Reports amp Drilldowns gt Change Customer Profile Chapter 3 Customer Support Page 175 DP DashBoard User Manual To Change a Customer Profile 1 In the center of the DP DashBoard Menu System screen Error Reference source not found
209. e access to depending on your objectives i e Print Chart of Accounts GL0209 would be a security object most GL users would have access to Print Balance Sheet GLO202 is a security object most GL users would not have access to 4 lt Enter gt the specific security code i e GLO202 in the Security System Object text box Chapter 3 DP DashBoard Admin Page 65 DP DashBoard User Manual NOTE The Security System Module and Security System Object categories must be entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module DP DashBoard security objects are defined in the Security Objects Definitions Reference Manual found in your System Administrator User Manual lt Click gt the Add Heading button A message displays confirming the document index has been updated lt Click gt the Return to Menu option The Adding New Documents Heading screen closes and the new heading now displays as a list item in the selected Setup Documents screen as well as in the Documentation section of the DP DashBoard Menu System screen To Add a New Documents Link This option allows you to add a new link to a website that is accessible from the Documentation section of the DP DashBoard Menu System screen Perform the following steps to add a new link 1 From the Setup Documents screen Figure 3 60 lt click gt the Add New Link option The Adding New
210. e appropriate text boxes 3 lt Click gt the Save button The Add Change Customer Contact screen closes and the new contact information displays in the Additional Contacts section of the Change Customer Profile screen Page 182 Customer Support Chapter 3 DP DashBoard User Manual SALES amp PURCHASING The Sales amp Purchasing menu options from the DP DashBoard Menu System screen allow you to add new sales orders via a web based data entry system view existing sales orders view existing purchase orders and perform inventory item inquiries This assumes however that you have purchased and installed the Infinity POWER Sales Order Entry SO module P N 106 Purchase Order Entry PO module P N 103 and Manufacturing Inventory Management IM module P N 105 Otherwise most of these features will not be available These features are accessible in the Sales amp Purchasing section of the DP DashBoard Menu System screen Figure 3 188 Add New Sales Order bs View an Existing Sales Order View an Existing Purchase Order Inventory item Inquiry View Inventory Sales History by Customer Payroll Timesheets Figure 3 188 Sales amp Purchasing Section Add New Sales Order When a customer calls in with a purchase request a Sales Representative can add a sales order right from the web This creates a record of that customer request which can be accessed at any time for reference While entering the Sales Order the sale
211. e from the Accounts Payable module P N 102 not the DP DashBoard system 2 Register installed software During the installation process be sure to register installed applications when prompted CREATE DATA FILES Data files provide the capability to allow you to process information for each company you may have accessible from the DP DashBoard system keeping their features separate from one another For instance if you have only one company the way you deploy this product is quite simple There is only one set of accounting files and you only have to worry about installing and configuring one version or set of DP DashBoard files But what if you own five or ten different companies There are several questions that must be asked before we can proceed Because as a business owner your different companies may in fact be completely different in that they have no overlap of staff whatsoever with no commonality of business type and you may in fact have different business partners engaged in each one As a result you would need to treat each company completely different and would not want anyone from one company looking at anything in another company One the other hand you may be an owner of fifteen 15 auto Page 2 6 Installation Chapter 2 DP DashBoard User Manual dealerships with a staff of 150 people and the only difference is the type of cars you are selling from location to location All of your staff in essence still works for the
212. e of the inventory item Ext Price Cost of the specified inventory item based on quanity ordered and unit price Add to Cart Select the check boxes of inventory items listed that you want to reorder for that customer Click the Add to Cart button and the Add Sales Order screen displays Once you click Continue in the Add Sales Order screen the selected items are automatically added to the sales order and the amount due is calculated See the Add New Sales Order section on page 183 for further instructions lt Click gt on the desired invoice from the Invoice column to drilldown specific details of the selected Invoice The Accounts Receivable Sales Reporting amp Drilldown screen Figure 3 215 displays with all the inventory items listed for the selected customer s specified invoice Page 206 Sales amp Purchasing Chapter 3 Chapter 3 DP DashBoard User Manual A Accounts Receivable Sales Reporting amp Drilldown Microsoft Internet Explorer te E x File Edit view Favorites Tools Help Accounts Receivable Sales Reporting amp Drilldown Company ID Company Date Back to Previous Back to Main Menu Trans Date 03 10 03 Customer JONJ1 Sonia Jones Interior Design Trans Num 69066 Customer Contact Denise Jones Trans Type Inv Phone 813 562 2654 Trans Desc Invoice E mail sonia indesign com Ima sales Code Description Quantity um unitPrice Extended Price COS Amount Franklin A
213. e selected transaction Page 146 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Accounts Receivable Aging amp Drilldown This option lists the balances from unpaid invoices or any other money owed to you by your customers The Accounts Receivable Aging Report is a listing of the customers making up your total accounts receivable balance Using this report can inform you of any discrepancies in receiving the monies due your firm It is common to run an accounts receivable aging report at the end of each month NOTE The sum of all your customer accounts receivable is listed as a current asset on your balance sheet The following screen illustrates where the Reports amp Drilldowns gt Accounts Receivable Aging and Drilldown option is located on the DP DashBoard Menu System screen Figure 3 155 Perform General Ledger Company Consolidation Balance Sheet Income Statement 1 Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Account cenable Aging Drilldown Account cenable Sales Reporting amp Drilldown Customer Support Figure 3 155 Reports amp Drilldowns gt Accounts Receivable Aging amp Drilldown To Display an Accounts Receivable Aging amp Drilldown Report 1 Inthe center of the DP DashBoard Menu System screen System screen select the Accounts Receivable Aging amp Drilldown option from the Reports amp
214. eave this option blank 5 lt Enter gt the specific security code i e GLO202 in the Security System Object text box 6 lt Click gt the Add Link button NOTE If certain documents are sensitive such as certain accounting functions then grant similar security rights from the accounting system s Advanced Security Administrator module If only people who have rights to G L should see this document then assign a GL security object If A R users should only have access to the file then assign an AR security object These rights can be granted down to a specific menu option level which is essentially the function of security objects Therefore if you choose G L choose an option all GL users have rights to or pick an option that only a couple of users have access to depending on your objectives i e Print Chart of Accounts GL0209 would be a security object most GL users would have access to Print Balance Sheet GLO202 is a security object most GL users would not have access to NOTE The Security System Module and Security System Object categories must be entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module DP DashBoard security objects are defined in the Security Objects Definitions Reference Manual found in your System Administrator User Manual The Adding New Document Link screen displays confirming the document index has
215. ect a customer to add to the event by searching by customer number or name Customers selected will be sent an e mail confirmation for the event You can lt click gt on the selected customer s name in the text box to display the Customer Information window Select Vendor Clicking on this option opens the Select Vendor for this Event screen You can select a vendor to add to the event by searching by vendor number or name Vendors selected will be sent an e mail confirmation for the event Check for Conflicts Check box Selecting this option will check each attendee s personal calendars and selected resources for conflicts for the specified event date and time Save This Event Clicking this button saves the event and adds it to the specified calendar Those with permissions can only view the event Quit Without Saving Clicking this button closes the Schedule New Event screen without saving and returns to the Calendar screen Save As New Event Clicking this button will duplicate the current event and add it to the specified calendar event as a new event All the original options attendees resources location etc are retained This is very useful if the date is the only item that is different for an event Those with permissions can only view the event Enter a description of the event in the Description text box lt Click gt the calendar icon next to the Event Date display box to select the desired
216. ection e g the customer may now have a different contact person or phone number 6 lt Click gt one of the following buttons to save the tickler a lt Click gt the Save Tickler button Add Change Tickler screen closes and returns to the Review Add Ticklers screen Figure 3 169 The new tickler is now added to this screen OR b lt Click gt the Save and Create Ticket button to save the tickler and create a new customer support ticket The Change Add Ticket screen Figure 3 177 displays see the To Add a Customer Support Ticket section OR c lt Click gt the Save and Complete button to save the tickler and close it out The tickler is removed from the list of ticklers in the Review Add Support Ticklers screen Figure 3 169 To Review Tickler Details This option allows you to view the complete details for each tickler 1 From the Review Add Support Ticklers screen Figure 3 169 lt click gt the Display the Detail of All Tickers option The Open Support Ticklers screen Figure 3 172 displays listing all details 3 Review All Support Ticklers Microsoft Internet Explorer Review All Support Ticklers Company ID Company Date Open Support Ticklers Search Page Information on Tickler Tickler Date 111303 Suppor Rep Pub Customer TEDS1 Customer Name Ted s Sheds Inc Contact Ted Jackson Phone Number 813 985 1121 Ticket Number Description 747 Need inventory software Comments Fl talk to Ted Info
217. ections screen ltem Type Properties to Modify Document Description Source File Security System Module Security System Object The current file name is displayed as well as the date of last update Heading Description Security System Module Security System Object Link Description Link Address Security System Module Security System Object 3 Setup Maps amp Directions Microsoft Internet Explorer 8 x E File Edit View Favorites Tools Help Setup Maps amp Directions Company ID Company Date Back to Previous Back to Main Menu Maps amp Directions DE Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page tine Document Descrip e testupdate Remove view security object e 1 Company Ma doctemplates CompanyMap html Remove View 2 Data Pros http www dpro com dpro center areamap html Remove View Add New Document Add New Heading Add New Link Document Templates Click to View Right Click to Download EmployeeManual doc CompanyMap html Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 37 Setup Maps amp Directions Screen Modify Function Page 38 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 1 In the Setup Maps amp Directions screen lt c
218. ed Displays the security permissions allocated to that particular document that were set up when the Add New Document or Add New Link option was selected If security permissions are modified this column will be automatically updated See the Security Objects Definitions section of your System Administrator User Manual for a listing of security objects and their definitions To Replace the Maps amp Directions Main Menu Image Icon This option allows you to replace the existing image icon for this document category that is displayed in the DP DashBoard Menu System screen Perform the following steps to select a new image icon NOTE Remember you may need to work with your graphics program to correctly size the icon image to fit correctly on the DP DashBoard screen Page 30 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Maps Lists nsolidation Maps amp Directions iternal Phone List Documentation Bd Marketing Documents Corporate Documents lidown QA Support Documents m MY Sales Documents amp Drilldown Re Technical Documents ESS Figure 3 31 Maps amp Directions Image Icon 1 From the Setup Maps amp Directions screen Figure 3 30 lt click gt the Replace Main Menu Image above option to select a new image icon The Uploading the Image File in the Maps Category screen Figure 3 32 displays Uploading the Image File in the Maps Category Microsoft Internet Expl
219. een 1 On the left side of the DP DashBoard Menu System screen select the Event Calendar option Figure 3 79 from the Calendar amp Tasks section The Calendar screen Figure 3 80 displays defaulting to the current month using and additional browser window NOTE You may resize this window to your preferences This way you can go between the Calendar window and the main menu consistently by just clicking between browser sessions You may use the ALT TAB key to easily switch between open sessions Page 76 Calendar amp Tasks Chapter 3 DP DashBoard User Manual 3 DP DashBoard Event Calendar Microsoft Internet Explorer 18 x File Edit View Favorites Tools Help ay February 2006 E Company ID Today s Date Monday Tuesday Wednesday Thursday Friday OS z Conf Rm 1 No Setup Conf Rm 2 Setup z T2 14 16 17 18 Doctor s Appt O Previous Month Schedule New Event Next Month gt Refresh Rate Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 0 EXIT ia fica ne ral r Internet Figure 3 80 Calendar Screen The following table describes the Calendar screen details Month Clicking this pull down menu allows you to select the calendar month you would like to view You can also click the lt lt and gt gt to select the desired month Year Clicking this pull down menu allows you to select the desired calendar year month you would like to view Eset
220. egin Process button This process may take several minutes and the screen may clear while the program is performing the consolidation When the consolidation is finished a message displays confirming the consolidation is complete The system displays when each company 1s processed NOTE If a company is not found a message displays indicating that this company is not included in the consolidation 4 lt Click gt the Return to Menu option The screen closes and returns to the DP DashBoard Menu System screen Balance Sheet This option prints a Balance Sheet in the format specified in the Setup Financial Statements option in the Infinity POWER General Ledger G L module The Balance Sheet is a statement of your company s financial position a snapshot of your business at a given moment in time It lists your assets your liabilities and the difference between the two which is your net worth The accounting equation assets liabilities owner s equity is the basis for the Balance Sheet The Balance Sheet is typically printed after all adjusting entries made in the general journal entries have been posted to the general ledger accounts have been footed to arrive at the period end totals and an adjusted trial balance is prepared from the general ledger amounts However it can also be used as an on going daily barometer for current cash balances and much more Once all information is posted to the General Ledger the data is immediatel
221. ekly Calendar amp Task Worksheet screen Figure 3 98 displays A My Weekly Calendar amp Task Worksheet Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Weekly Calendar 8 Task Worksheet NC Company ID Today s Date JARE a esia n Tor Duc bate 09 304 10 304 Dentist Appt o Status Report x Normal 09 29 05 AAA AAA Tes Sereas 08 00A 09 00A Sales Dept Meeting o Insert changes and grab new screens Urgent 02 24 06 All hands meeting in main conference room Production x LL Friday March 3 2006 Final version to print o S O Saturday March 4 2006 0 Booth Project x Normal 03 03 06 E oo ventory 2 Schedule next event Fechnictantnstal x Monday March 6 2006 Tech out on site to install new software upgrade Normal 02 23 06 Schedule New Event Add New Task Refresh Rate Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT By l AB Internet t Figure 3 98 My Weekly Calendar amp Task Worksheet Screen Page 94 Calendar amp Tasks Chapter 3 DP DashBoard User Manual The following table describes the My Weekly Calendar amp Task Worksheet screen details Calendar Section Schedule Event Selecting this radio button opens the Scheduling New Event window This option allows you to add an event to either your personal Event Calendar or the Company Calendar My All Calendar Toggles between My or All Cal
222. ement Format to Print Financial Statement Format Balance Balance Sheet View Report Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 ExiT v Done gh Internet Figure 3 121 Financial Statement Drilldown Reports Screen Page 118 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual NOTE Financial Statement formats available are solely based on the number of financial statement formats you have defined for each company Balance Sheet This Financial Statement Drilldown option displays a financial report in Balance Sheet format providing the month to date M T D and year to date Y T D balances for the following Balance Sheet components Current Assets Fixed Assets Other Assets Current Liabilities Long Term Liability Stockholder Equity and Current Period Profit Loss To Display a Balance Sheet 1 From the Financial Statement Drilldown Reports Screen select one of the formats defined in your system In the INS Sample Co this would appear as Balance Balance Sheet or Balance2 Balance Sheet Bank Copy in the Financial Statement Format pull down menu The appropriate Balance Sheet report displays Figure 3 122 Z Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Balance Sheet Back to Previous Back
223. endar Events Displays all calendar events Events for 1 4 weeks Calendar Events can be rearranged by selecting the black dot next to the event description and dragging it onto the desired date EA Opens the Event Calendar Default is the company calendar view Schedule New Event Selecting this option opens the Scheduling New Event window This option allows you to add an event to either your personal Event Calendar or the Company Calendar Po BS Hp Selecting one of these radio buttons displays calendar events for one to four weeks from the current week Task Section Add Task Selecting this radio button opens the Add Change Task window This option allows you to add personal tasks These tasks also display in the appropriate sections of the Project Task Menu screen Description Column heading Describes the task and details Priority Column heading Describes the priority set for the task Due Date Displays the due date of the task lt Click gt on an item in this column to add that task to the Event Calendar Add New Task Selecting this option opens the Add Change Task window This option allows you to add personal tasks These tasks also display in the appropriate sections of the Project Task Menu screen To Schedule a New Calendar Event from the My Worksheet Option This function allows you to add a calendar event from the My Weekly Calendar amp Task Worksheet screen Figure 3 22 Scheduling a c
224. eports amp Drilldowns Chapter 3 DP DashBoard User Manual E Payable Transactions amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Payable Transactions Drilldown Company ID Company Date Back to Previous Back to Main Menu Select The Date Range for the Report Beginning Date 043003 Ending Date 043003 Report Type Vouchers View Report How to use the Change Date feature Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT EA a Beas oe Figure 3 151 Accounts Payable Transactions amp Drilldown Screen 2 lt Click gt the calendar icon next to the Event Date display box to select the desired date for the event Hint lt Click gt on lt lt to change the month prior to the current date or lt click gt gt gt to change the month after the current date The calendar closes and the selected beginning date displays 3 Select the desired report type vouchers or checks from the Report Type pull down menu 4 lt Click the View Report button The appropriate register report displays Figure 3 152 listing all payable items for the specified date range Chapter 3 Reports amp Drilldowns Page 143 DP DashBoard User Manual Accounts Payable Transactions amp Drilldown Microsoft Internet Explorer x Fie Edt view Favorites Tools Help Accounts Payable Transactions Drilldow
225. es and this feature could create a potential security breach 1f not implemented properly Therefore make sure you fully understand the ramifications of adding any of these additional components before you select them The default listing you see above 1s acceptable for installation although the DP DashBoard system only requires the Common Files SMTP Service and World Wide Web Service at a minimum to run the product 6 lt Click gt the OK button to save the choices on this screen and return to the Windows Component Wizard Figure 2 2 window 7 lt Click gt the Next button to proceed with the installation If your system requires original software you may be asked to insert a Service Pack CD The Insert Disk window displays Figure 2 4 prompting you to insert the Windows XP Professional Service Pack 1 CD into your CD ROM drive Chapter 2 Installation Page 2 3 DP DashBoard User Manual NOTE Depending on your system and how many Service Pack updates have been made to the operating system your prompts may be slightly different than what are shown here Therefore adjust your responses accordingly Insert Disk Please insert the Compact Disc labeled Windows XP Professional Service Pack 1 CD into your CD ROM drive D and then click OK You can also click OK if you want files to be copied from an alternate location such as a floppy disk or a network server Figure 2 4 Insert Disk Wi
226. etc This main menu category can be tailored to reflect your company s Ray Change Ray to Mary and change her image Add some humor Have some fun To Access a Setup Documents Screen 1 From the DP DashBoard Administration Menu screen Figure 3 59 select the desired Setup Documents menu option The selected Setup Documents screen Figure 3 60 displays The following sections will use the Setup Marketing Documents option as an example for all functions All other Setup Documents options are identical Page 58 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Setup Marketing Documents Microsoft Internet Explorer l 7 2 x File Edit View Favorites Tools Help ae Setup Marketing Documents E Company ID Company Date Back to Previous Back to Main Menu Marketing Documents Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page e 1 Web Sites Remove Heading e2 Web Advertising Remove Heading e 3 Data Pro Accounting Software Inc http www dpro com Remove Yiew e 4 The Accounting Library Certification acctgcert2 pdf 09 11 03 Remove Yiew eS BumpAds Inc http www bumpads com Remove Yiew 6 Web Marketing Sample DealerTrainingblackborder html 07 28 03 Remove Yiew SO SO0101 e7 Legal Remove Heading e8 Law Document legal pdf 08 06 03 Remove View e 9 Price Lists Remove Heading e 10 Data Pro
227. ete Demo Demo Room pauline Delete Genesys Genesys Web Site sherry pele Add New Resource Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 28 Setup Configure Resources Screen Delete Function l From the Setup Configure Resources screen lt click gt Delete from the Select to Delete column Figure 3 28 for the desired resource to be deleted A dialog box displays requesting confirmation to delete the selected resource 2 lt Click gt the OK button in the dialog box to complete the delete function The dialog box closes and returns to the Setup Configure Resources screen Figure 3 24 where the resource 1s now deleted Setup Maps 4 Directions The Setup Maps amp Directions option is designed to allow you to add remove and view a variety of maps and lists that are displayed in the Maps amp Lists gt Maps Directions section of the DP DashBoard Menu System screen The following screen illustrates the section in the upper right hand corner of the screen where these options are found once items have been added Page 28 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Maps amp Lists nsolidation Maps amp Directions gt Internal Phone List Documentation B Marketing Documents Corporate Documents lidown Ry Support Documents m M Sales Documents amp Drilldown Mg Technical Documents Po Figur
228. evavseecs 3 208 Review Add me NEA ae a a a 3 208 To Review Adda TiMestiecl sale a lanas 3 209 Pime heet REDI tia lala ia daa ica 3 211 To Displava Time Sheet REPO aaa dali iaa id 3 212 MAPS amp LISIS acoso inia a i e 3 213 Map e IDI CCU OMS ad a whee eum ad polo stones ain deaaterecanea 3 213 FouAccess the Maps Directions Sree ii iii 3 214 To Open a Maps amp Directions Document or Link ooooonnnnnncnnnnnnnnnnnnnnonnnonnnnnnnnnnnnnnnnonnnnnnnnnnos 3 215 To Download a Maps amp Directions Docus 3 215 Hite thal Phone Listando rl 3 215 ToAccess the Imemal Phone Dista ll ias 3 216 DOCUMENTA TION A o cvoutoeseediaetscvoveseasvesecdecnevesesevsseeceenedssyscy E 3 217 Sample DOCUMEN S taa ida teuatensaieutes 3 217 General Documentation Pune Ons erene a a adi 3 219 To Download Documenta dd ecid 3 219 Lo View a Document or Ena add 3 221 TEP A Documental lose 3 222 CHAPTER 4 DP DASHBOARD TROUBLESHOOTING GUIDE orsssessssssssssssssesssssssessssesseses 4 1 ANTIVIRUS SOFTWARE SETTINGS eecsssssccccccsssscccecoccssscceeccccssscsececocsssecceccocssssscceccoosssssececoesssoe 4 1 MCARTE ADO VIUS ec EA a a a hamawtadany Og oaaeuetadne te Genet auodpea enn taen tees 4 Disable Script Blocking TA MCAT Ce sissies aa 4 NP e a E AA AAN 4 4 Disable Script Bloc kne IAN sre a a a 4 4 Page vi TABLE OF CONTENTS continued Description Page SERVER OBJECT ERROR srsicisssceccccsessscacescoxsasbesesesececcucaseeenacscencessasveansesscuct
229. event date and time Save This Event Clicking this button saves the event and adds it to the specified calendar Those with permissions can only view the event Quit Without Saving Clicking this button closes the Schedule New Event screen without saving and returns to the Calendar screen Save As New Event Clicking this button will duplicate the current event and add it to the specified calendar event as a new event All the original options attendees resources location etc are retained This is very useful if the date is the only item that is different for an event Those with permissions can only view the event 2 Enter a description of the event in the Description text box 3 lt Click gt the calendar icon next to the Event Date display box to select the desired date for the event Hint lt Click gt on lt lt to change the month year prior to the current date or lt click gt gt gt to change the month year after the current date The calendar closes and the selected event date displays 4 Selected the desired event options from the Type Department Category and Status pull down menus Enter a description of the event details in the Comments text box From the Available Attendees scroll list click the desired attendees for the event As attendees are selected they are displayed in the Selected Attendees display box 7 From the Available Resources scroll list click the desired resources to be reserved f
230. fing Supplies Inventory 2 624 91 01 12 03 FG 179006 Inv Tampa Electrical Supplies Inventory Stock 928 34 01 15 03 un Florida Lumber Inc PO 100098 23 305 77 01 17 03 788498 Transaction Detail Unified Supply Company Inventory 7 627 20 01 18 03 96 0013 Ty S amp S Sub Contractors PO 100100 11 718 00 01 25 03 96 0062 Inv Suncoast Concrete Supplies PO 100104 8 537 17 01 29 03 96 0013 Inv Bower s Roofing Supplies PO 100099 26 754 87 01 3103 101 Inv NCNB National Bank Mortgage Payment 1 571 33 01 31 03 102 Inv NCNB National Bank Ford Payment 459 06 01 31 03 103 Inv NCNB National Bank Chevy Payment 400 88 01 3103 960013 Inv Suncoast Concrete Supplies Invoice 19 177 86 i http dpdashboard dpro comreports aptrans2 asp WendNum TAM18InvDate 0112038InvMNum FG 1790068InvType 1 Ez En EN internet Figure 3 153 Accounts Payable Transactions amp Drilldown gt General Ledger Accounts Summary Report gt Trans Drilldown Report example 1 of 2 Chapter 3 Reports amp Drilldowns Page 145 DP DashBoard User Manual Z Accounts Payable Transactions amp Drilldown Microsoft Internet Explorer x Fie Edt View Favorites Tools Help Accounts Payable Transactions Drilldown Company ID Company Date lt Back to Previous lt Back to Main Menu Trans Date 01 12 03 vendor TAM1 Tampa Electrical Supplies Trans Num FG 179006 vendor Contact Terry Jackson Trans Type Inv Phone 813 875 1243 Trans Desc Inventory
231. fy your company s address physical and or mailing address and contact information such as corporate department and support phone numbers as well as fax numbers This company information displays at the top of the Internal Phone List screen when accessed from the Maps amp List gt Internal Phone List section Figure 3 47 of the DP DashBoard Menu System screen Perform the following steps to add modify a company address and contact information Chapter 3 DP DashBoard Admin Page 49 DP DashBoard User Manual 1 From the Company Logo and Phone Numbers Configuration Screen lt enter gt the desired address in the Company Address text window Figure 3 51 2 Enter the desired address in the Company Address text box Company Address Company Image Company Phone Humbers Data Pro Accounting Software 150 Second Avenue Morth Inc Corporate 127 803 1500 Sales S00 237 6377 Fax 727 503 1535 Support None 7271 803 1550 16th Floor St Petersburg FL 33701 USA Save Address amp Phone Numbers Figure 3 51 Company Address Company Phone Numbers Text Windows Enter the desired contact information in the Company Phone Numbers text box lt Click gt the Save Address and Phone Numbers button The Updating Company Address and Phone Numbers screen displays confirming the new information has been updated The screen closes and returns to the Company Logo and Phone Numbers Configuration screen Setup Available Co
232. g a Windows PC with Windows XP Professional installed activating the IIS utilities is a simple process This system can be the same PC or Server that is also acting as your accounting server as long as the DP DashBoard system restricts access to only users from within your internal computer network Ensure this PC or Server has enough memory disk space and processor capabilities If you intend to allow access from outside your corporate network then 1t is highly recommended that a separate PC or Server be used for this configuration To Install Microsoft Information Server Before you begin make sure you have your master Windows operating system installation disk s available for this procedure 1 From your desktop lt click gt the Start button and select the Settings gt Control Panel menu option 2 lt Click gt the Add or Remove Programs sub menu option The Add or Remove Programs window Figure 2 1 displays listing all currently loaded applications Chapter 2 Installation Page 2 1 DP DashBoard User Manual Fo Add or Remove Programs a Change or Remove Programs amp Add New Programs e Add Remove Windows Components a Set Program Access and Defaults B x Sort by Name size 237 00MB MN Used Currently installed programs E Adobe Acrobat 6 0 Professional rarely 116 00MB Click here For support information To change this program or remove it From your computer click Change
233. g this option removes the task from Project Task Menu screen Add New Project Selection this option opens the Add New Project screen To Add a New Project This option allows you to add new projects to the Project Task Menu function When projects are added to the system they can be associated to tasks when they are created When a new project is added it also displays in the View Tasks by Project section of the Project Task Menu screen 1 From the Project Task Menu screen Figure 3 90 lt click gt the Add New Project option The Add New Project screen Figure 3 91 displays Add New Project _ Company ID ins Company Date 04 30 03 New Project Department Administration gt Manager Admin User Add Back to Previous Back to Projects Menu Figure 3 91 Add New Project Screen Enter the name of the project in the New Project text box Select the department associated with the project from the Department pull down menu Select the manager assigned to the project from the Manager pull down menu oS lt Click gt the Add button The Add New Project screen closes and returns to the Project Task Menu screen The new project is displayed in the View Tasks by Project Category section Chapter 3 Calendar amp Tasks Page 87 DP DashBoard User Manual To Mark a Project as Completed This option allows you to mark a Project as complete A project should only be marked complete if all the tasks related to that pr
234. gative sign before the POWERServer Port Number will encrypt all communication messages to the POWERServer This security mode is necessary when you are using a third party Internet Service Provider which is hosting your web site and the communication back to your accounting system 1s over the internet The communication between the DP DashBoard system and the POWERServer using the TCP IP port number defined here is normally in clear text message mode This is normally not a security issue if the DP DashBoard and the POWERServer are all running on servers within your internal network If you are hosting the DP DashBoard product on an IIS web server which is outside your internal network then the TCP IP communication messages will most likely be sent over the internet In this case you should configure the TCP IP communication system to use secured mode Placing a negative sign in front of the Port Number indicates to the system that all messages to and from the POWERServer should be encrypted For example instead of defining the Port Number to be 9500 set the port number to 9500 The TCP IP communication will still use port 9500 but all messages to and from the POWERServer will be encrypted There are no POWERServer configuration changes necessary to switch modes The POWERServer will automatically switch between secured and non secured modes based on the configuration of DP DashBoard 9 Enter the default company that DP DashBoard w
235. gure 3 24 where the new resource is now listed Chapter 3 DP DashBoard Admin Page 25 DP DashBoard User Manual To Modify a Resource This option allows you to make changes to an existing resource 3 Setup Configure Resources Microsoft Internet Explorer p e xj File Edit View Favorites Tools Help Setup Configure Resources Company ID Company Date Back to Previous Back to Main Menu Add New Resource Conference Main Conference Room adminuser Delete Demo Room Demo Conference Room adminuser Delete Laptop Notebook 1 adminuser Delete LAPTOP Laptop Notebook 2 adminuser Delete NDEMORM North Demo Room adminuser Delete P SCREEN1 Portable Screen 1 adminuser Delete P SCREEN2 Portable Screen 2 adminuser Delete PODIUM1 Portable Podium 1 adminuser Delete PROJ1 Video Projector 1 adminuser Delete PROJ2 Video Projector 2 adminuser Delete Add New Resource Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 26 Setup Configure Resources Screen Modify Function 1 From the Setup Configure Resources screen lt click gt the user in the User ID column Figure 3 26 to be modified The Changing Resource screen displays Figure 3 27 Page 26 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Changing Resource LAPTOP1 Microsoft Internet Explorer File Edit View Favorite
236. hapter 3 Maps amp Lists Page 213 DP DashBoard User Manual u System Date a a E onsolidation Maps amp Directions internal Phone List Documentation RS Marketing Documents Corporate Documents l rilldown Ki Support Documents wih MY Sales Documents ig amp Drilldown bj Technical Documents Figure 3 223 Maps amp List gt Maps amp Directions Option To Access the Maps amp Directions Screen 1 On the right side of the DP DashBoard Menu System screen select the Maps amp Directions option from the Maps amp Lists section The Maps amp Directions screen Figure 3 224 displays 4 Maps amp Directions Microsoft Internet Explorer File Edit View Favorites Tools Help Maps amp Directions Company ID Company Date Back to Previous Back to Main Menu Search Page Company Map doctemplates CompanyMap html 08 08 03 Data Pros Map http www dpro com dpro center areamap html 08 08 03 If you don t have Excel Word or Adobe Reader on your Microsoft Windows computer you can download and install Microsoft s Excel 97 2000 Viewer Microsoft s Word 97 2000 Viewer or Adobe Reader Back to Previous Back to Main Menu Powered by POWERServer Copyright El 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT LL titre Figure 3 224 Maps amp Directions Screen Page 214 Maps amp Lists Chapter 3 DP DashBoard User Manual To Open a Maps amp Directions
237. hapter 3 Sales amp Purchasing Page 199 DP DashBoard User Manual To Perform an Inventory Item Inquiry 1 In the center of the DP DashBoard Menu System screen select the Inventory Item Inquiry option from the Sales amp Purchasing section The Select Inventory Item screen Figure 3 208 displays 7 Select Inventory Item Microsoft Internet Explorer File Edit View Favorites Tools Help ae Select Inventory Item Company ID Company Date Back to Previous A ann apne Back to Main Menu Please enter the appropriate Inventory Item Number for this option Inventory Item Number Select Or Enter the Inventory Item Description to search on Inventory Item Description Search i Inventory Item Inquir x Back to Previous Y ae lt Back to Main Menu HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT v l 0 Internet N Figure 3 208 Select Inventory Item Screen 2 Enter the first few numbers or the entire inventory number in the Inventory Item Number text box then lt click gt the Select button OR 3 Enter a keyword in the Inventory Item Description text box then lt click gt the Search button The Select an Inventory Item screen displays listing all the available items that are a match with the keyword The Search Inventory Items screen displays listing the available inventory items including details such as part number descriptio
238. he Image File in the Phone List Menu Category a Company ID Company Date Back to Previous Back to Main Menu Uploading the Image File in the Phone List Menu Category Upload your own image Browse O K Template Image 1 Please Note If you choose to upload your own image the file formats available for upload are gif or jpg C R Template Image 2 2 fles however the image should be 30 pixels wide or it Ger will be reduced Template Image 3 Upload Phone List Menu Image File types available for upload are gif and jpg Back to Previous Back to Main Menu Powered by POWERServer Copyright E 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 48 Uploading the Image file in the Phone List Menu Category Screen 2 To select a different image lt enter gt the path and file name of the desired image in the Upload your own image text box or lt click gt the Browse button to select a path from your network The Choose File window displays Chapter 3 DP DashBoard Admin Page 47 DP DashBoard User Manual OR Select the appropriate folder from the Look in pull down menu Select the desired image or type in the exact filename of the image in the File name text box NOTE Images must be in jpg or gif format and not exceed 30 pixels in width lt Click gt the Open button The Choose File window closes and the selected path and file name are now
239. he Look in pull down menu Select the desired image or enter the exact filename of the image in the File name text box NOTE Images must be in jpg or gif format and not exceed 30 pixels in width 5 lt Click gt the Open button The Choose File window closes and the selected path and file name are now displayed in the Upload your own image text box OR 6 lt Click gt the appropriate radio button to select one of the available Template Images Figure 3 65 Template Image 1 Template Image 2 Template Image 3 Figure 3 65 Template Images Page 62 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 7 lt Click gt the Upload Documents Image button The Uploading File screen displays lt Click gt the Return to Main Menu option The Upload Image screen closes The new image is updated in the selected Setup Documents screen and in the Documentation section of the DP DashBoard Menu System screen To Add a New Documents Document This Option allows you to add a new document that is accessible from the Documentation section of the DP DashBoard Menu System screen Perform the following steps to add a new document 1 From the selected Setup Documents screen Figure 3 60 lt click gt the Add New Document option The Adding New Documents Document screen Figure 3 66 displays Z Adding New Marketing Documents Document Microsoft Internet Explorer i o l x File Edit view Favorites Tools Help
240. he default General Ledger Chart of Accounts After the Infinity POWER products are installed follow the subsequent steps using the Infinity POWER system 1 From the Infinity POWER Main Menu screen lt click gt the System gt System Administrator gt Start Up from Scratch menu option Figure 2 7 Infinity POWER for Windows Dynamic Metal Corporation dmc File Systems Address Book Appointment Calendar File Maintenance bilities Help General Ledger Accounts Payable Purchase Order Entry Da if EF i Accounts Receivable Inventory Management A Sales Order Entry lt e H Point of Sale Pp if Da f l ff Payroll Job Cost Main Module Time Sheet Entry l a Check Reconciliation LDF j hi y A FAN Report Writer 7 Report Writer Run Time Customer Support Management Security Administrator POWER Serwer Module Run Crystal Reports Productivity Tools D a Form Generator the dod POWER Upgrade Utility Start Up From Scratch Start New Year s Files Han Data Pro PYLE Figure 2 7 System gt System Administrator gt Start Up From Scratch The Start Up From Scratch window displays Figure 2 8 NOTE Chapter 2 Installation Page 2 7 DP DashBoard User Manual You must have the required modules for DP Dashboard registered in order to access the full DP Dashboard menu options MM Start Up From Scratch Tools lol x This option creates data files and configures initial settings for each registered system i
241. he sales order is entered into the system Discount Percentage of discount applied to that particular sales order Description Description of the sales order E mail E mail address of the customer Terms Payment terms for this order Defaults to standard terms defined in customer s file Chapter 3 Sales amp Purchasing Page 185 DP DashBoard User Manual View Add Notes Detail Clicking this option opens the View All Notes For This Customer screen Any previous notes on the customer display From this screen you can add a new note to the customer profile View Inventory Sales Clicking this option opens the Customer Inventory Sales History screen History This option allows you to view a customer s sales history You can drilldown by invoice to display a listing of the complete transaction detail From the selected customer s sales history previously ordered items an be selected and a new sales order can be created View Customer Clicking this option opens the Customer Payment History screen displaying Payment History a full payment history with transaction details From this screen you can also view the aging on the customer add notes send e mail to the customer and schedule a new event 3 Enter the desired information in the appropriate fields 4 lt Click gt the Continue button The Sales Order detail screen displays Figure 3 192 reflecting the data entered on the previous screen N
242. he user in the Location text box Enter the user s contact information in the Phone Extension Cell Phone and E mail text boxes If the user will be using the Customer Support Management feature select the AR Salesman ID from the AR Salesman ID pull down menu 9 lt Click gt the Save button A message displays confirming the database records have been updated closes and returns to the Setup Configure Users screen Figure 3 19 where the new user is now listed Page 20 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Modify a User This option allows you to modify information for an existing user in the DP DashBoard system database 3 Setup Configure Users Microsoft Internet Explorer File Edit View Favorites Tools Help Setup Configure Users Company ID Company Date Back to Previous Back to Main Menu Add New User Search Page CT ccrintormation MA adminuser User Name Admin User Phone 727 803 1500 Ext 505 Delete Department Admin Cell Phone 813 918 8891 Position Administrator E Mail jsmith dpro com Location Main Office Salesman HOUSE apuser User Name Accounts Payable User Phone Ext Delete Department Admin Cell Phone Position E Mail Location Salesman BM aruser User Name Accounts Receivable User Phone Ext Delete Department Sales Cell Phone Position E Mail Location Salesman BM BEN User Name Ben Hannon Phone 407 555 1216 Ext 604 Delete Department
243. hone 407 555 1216 Extension 604 o Cell Phone 407 555 1284 E Mail bhannon dpro com tstst CSstsSS AR Salesman ID House Sales y Change Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 22 Changing User Screen 2 Make any desired changes in the appropriate text boxes and pull down menus lt Click gt the Change button A message displays confirming the database record has been updated The window closes and returns to the Setup Configure Users Figure 3 19 screen where the changes are now listed To Delete a User This option allows you to remove a user from the DP DashBoard system database Once a user is deleted from the system they will no longer have access to the Calendar Project Management or other functions associated with users within the program The Company Phone List automatically removes a user from the list 1f they are deleted from the database Page 22 DP DashBoard Admin Chapter 3 3 Setup Configure Users Microsoft Internet Explorer DP DashBoard User Manual File Edit View Favorites Tools Help Setup Configure Users Company ID Back to Previous Company Date Back to Main Menu Add New User Search Page CTN serinformation META adminuser User Name Admin User Phone 727 803 1500 Ext 505 Delete Department Admin Cell Phone 813 918 8891 Position
244. ia 3 52 ToModiiya COMPANY sirine innn a r an vtrttedaas san kgah ator oncmadeasedou stad aos naahumowgectedins 3 53 TORMO C OMAN Vt api ngeh mew oectndssaalstritedaus san T E E 3 55 SEC SAA A O A A 3 56 TO ACCESS a Setup Documents Serec iii 3 58 To Replace a Document Main Menu Title ccccccnccnnnnnnnnnnonnnnnnnnnnnnnnnnnnononononononnnnnnnnnnnnnononennnos 3 60 To Replace a Documents Main Menu Image Icon oooooooooonnccncnnnnnnnnnnnnnonnnnnnnnononononnnnnncnnnnnnnnnss 3 61 To Add a New Documents Document oocccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnncnnnss 3 63 To Add a New Documents Heading ooooocccnncncnnncncnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnononnnnnos 3 64 ToAdda New Documents Linkara 3 66 To Modify a Documents Document Heading Link oooooooonnnnnccncnnnnnnnnnnnnnnonononononononcnnnncnnnnnnnnnos 3 67 To Remove aDocument Head LK its 3 70 Lo View a Document Headins Link uta lll ri 3 71 To Downloada Document Template torta 3 72 CORSES SE M enaa a a a i 3 73 To Change the Color Style of the DP DashBoard Screems srice iaaiiai 3 74 CALENDAR A TASKS da aa eE A ETE ANANA tines 3 75 Peot Cala tras 3 76 To ACCESS tHe Calendar SC dias 3 76 ToView aope Ne Calendar rr O SS 3 78 A A A e R 3 78 To Sel cta Customer TOF am Evom td ti ds 3 81 Tosel cta Vendor tor an Event diia 3 83 TOC hme ean Even do iia 3 85 Project TEEM NU Sa A ES ta eames 3 85
245. ific Sales Order Screen 2 Enter either the full or partial Sales Order Customer Number Customer Name or Purchase order then lt click gt the Search button The Search Customer screen Figure 3 201 displays listing the search results including the following details order date customer name purchase order and sales order Page 194 Sales amp Purchasing Chapter 3 Search Customer Company ID Company Date DP DashBoard User Manual on Chapter 3 Back to Previous View a Specific Sales Order Search Page lt Back to Main Menu CUSTOMER INFORMATION Select a Sales Order by clicking the Sales Order Y Order Date Purchase Order Sales Order 04 20 03 04 30 03 09 17 04 04 29 04 09 20 04 09 23 04 09 25 04 04 29 04 10 05 04 10 11 04 10 11 04 10 14 04 10 14 04 10 14 04 10 14 04 10 14 04 10 14 04 04 29 04 11 19 04 10 26 04 Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Allens Hardware Shops Inc Figure 3 201 Search Cust
246. ill be connected to in the Default Company ID text box This is the three 3 character company number which is the identifier for all of a company s accounting data files i e Company INS Infinity Sample Company The DP DashBoard can be Chapter 2 Installation Page 2 25 DP DashBoard User Manual configured later to access multiple companies but this specifies the default company each user will be accessing the first time they log in to the system 10 Enter the appropriate server name in the SMTP Server Hostname text box Enter the domain name or IP address of your SMTP mail server If this hostname is defined the DP DashBoard application will send a notification email to all of the calendar event attendees when an event is added or rescheduled A summary email will also be sent to the customer and or vendor if they are referenced on the event This customer and or vendor email will not contain the comments attendees and resources of the event 11 Enter the desired SMTP authorization name in the SMTP Auth Username text box If the SMTP mail server defined above requires username password authentication enter the username here This will automatically switch the email routines to the ESMTP protocol and pass the username password login information to the SMTP mail server 12 Enter the desired SMTP authorization password in the SMTP Auth Password text box the SMTP mail server defined above requires username password authentication e
247. in Menu Revenue 484 341 73 1 578 417 40 COGS ACCTS 351 700 07 753 660 14 OPERATING EXPENSES 48 709 87 184 350 26 Miscellaneous Expense 0 00 364 00 Tax Expense 3 500 61 13 703 75 lt Back to Previous A A lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Done g Internet Figure 3 132 Income Statement Report To Drilldown an Income Statement 1 lt Click gt a component in the Description column of the Income Statement report Figure 3 133 to drilldown and display the next report level e g Operating Expenses The Financial Statement Drilldown Report screen displays containing the M T D and Y T D balances for the selected component Figure 3 134 Chapter 3 Reports amp Drilldowns Page 127 DP DashBoard User Manual EA Drilldown Report File Edit view Favorites Tools Help Back to Previous Revenue 484 341 73 1 578 417 40 COGS ACCTS 351 700 07 753 660 14 48 709 87 184 350 26 Miscellaneous Expense 0 00 364 00 Tax Expense 3 500 61 13 703 75 Date amp Year to Date Back to Previous neem sree Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT A E http Idpdashboard dpro comireportsjdrildown2 asp BegAcc SO00OBENdACC 753008LineDesc OPERATING EXPENSES Message OPERATINGEXPE ghinteme y Microsoft
248. in the Setup Maps amp Directions screen and in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen To Replace the Maps amp Directions Main Menu Title This option allows you to rename the Main Menu title as it appears in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Figure 3 29 Perform the following steps to rename the main menu title NOTE Changing the main menu title will automatically update every screen menu option that this name reflects 1 From the Setup Maps amp Directions screen Figure 3 30 lt click gt the Replace Main Menu Title Above option to change the title as it displays in the Maps amp Lists section of the DP DashBoard Menu System screen The Changing Maps amp Directions Main Menu Title screen Figure 3 33 displays Page 32 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Changing Maps Category Main Menu Title Microsoft Internet Explorer File Edit view Favorites Tools Help Changing Maps Category Main Menu Title Company 1D Company Date lt Back to Previous lt Back to Main Menu Changing Maps amp Directions Main Menu Title Main Menu Title Maps amp Directions Save Changes Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 33 Changing Maps Directions Mai
249. ing Shed FI sdfsdf solution El Go to Top of Page X HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc Cversion 6 7 e Figure 3 176 Review All Customer Support Tickets Screen 4 lt Click gt the al icon to print the customer support ticket history x 5 lt Click gt the xl Figure 3 175 6 lt Click gt the Review All Prior Year Tickets For option to display the history of support tickets from the prior year only for the specified customer The Review Customer Support Tickets for Prior Year window displays icon to close this window and return to the Review Customer Support Tickets screen 7 lt Click gt the al 1con to print the customer support ticket history for the prior year x 8 lt Click gt the xl icon to close this window and return to the Review Customer Support Tickets screen Figure 3 175 To Add a Customer Support Ticket l In the center of the DP DashBoard Menu System screen Figure 3 235 select the Review Add Customer Support Tickets option from the Customer Support section The Select Customer by Number Name or Phone screen displays Figure 3 174 2 Perform one of the following search options a Enter the assigned customer number in the Customer Number text box lt Click gt the Search button The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets Chapter 3 Customer Support Page 169 DP DashBoard User Manual NOTE
250. inity POWER program By assigning specific Security Object rights to a DP DashBoard option similar to those that have been assigned to an individual or a group of users in the accounting system you can control who has access to this DP DashBoard option and therefore have now also taken advantage twice of the Advanced Security administrator setup already in place NOTE The DP DashBoard security objects are defined in the Security Objects Definitions Reference Manual found in your System Administrator User Manual Page 2 8 Installation Chapter 2 DP DashBoard User Manual To Configure Security System Objects 1 From the Infinity POWER Productivity Tools menu options lt click gt the Systems menu option and select the System Administrator gt Security Administrator sub menu option Figure 2 9 The Main Menu options update to reflect the Security Administrator function File Systems Address Book Appointment Calendar CP Dashboard System Utilities Help General Ledger Accounts Payable A r Purchase Order Entry E if itt PP VLL Accounts Receivable Inventory Management p Sales Order Entry n FE a H Point of Sale Py if Dai Eni Payroll Job Cost Main Module Time Sheet Entry l N Check Reconciliation JJe f f p 2 pp Report Writer 7 Report Writer Run Time Customer Support Management Security Administrator fy Sores Pp i POWERServer Module Run Crystal Reports Productivity Tools Form Generator POWER U
251. inks are added You can lt click gt on a bullet and drag drop within the column to rearrange the order items appear in the list Document Hyperlink Description of document link that you enter when you select the Add Description New Document or Add New Link option Clicking on an item in this column will open the Changing Maps amp Lists Document Link window for the line item you selected This window allows you to modify the description source file and security information for that document This description also displays in the Maps amp Directions screen in the DP DashBoard Menu System screen see the To Modify a Document Heading Link section File Name Link Name of file link of new document System generated based on the document file selected or path to the link provided when you select the Add New Document or Add New Link option in the Setup Maps amp Directions screen Last Update Date of most recent update to the file link added This column is automatically updated as files links are revised Remove Hyperlink Allows you to delete a document from the Maps amp Directions screen on the DP DashBoard Menu System screen see the To Remove a Document Heading Link section View Hyperlink Opens the selected document for viewing while in Setup Mode i e Preview Headings added to the list of documents in the Setup Maps amp Directions screen are labeled as such in the View Column Security Object System generat
252. ions are 1 10 Terms Payment terms for this order Defaults to standard terms defined in customer s file Customer PO Associated purchase order number for the customer lt lt Change Order Clicking this option opens the Add Sales Order Screen Make the desired Header Info edits to any of the fields such as date description etc LOWER SECTION Part Number Part number of the inventory item s being purchased Description Description of the inventory item U M Unit of measure related to the inventory item such as each gal ft inches etc Quantity Number of items purchased for that particular inventory item Price Price of the inventory item Totals Total amount due for all items being purchased including applied discounts and freight charges Add New Inventory Clicking this option opens the Select Inventory Item option and allows you Item to add additional inventory items to the current sales order Clear Order Detail Clicking this option clears the Sales Order Detail values without saving the sales order Save Detail Clicking this option saves the current Sales Order 4 lt Click gt the Add New Inventory Item button to add inventory items to the sales order The Select Inventory Item screen displays Figure 3 193 Chapter 3 Sales amp Purchasing Page 187 DP DashBoard User Manual File Edit View Favorites Tools Help Select Inventory Item Company ID Compa
253. ire MAG 108 gt Add New Timesheet Date Reference Dept Job Bill Description WC Class Tye Hours Total Hours 0 00 Back to Previous Back to Main Menu Add New Timesheet Review Add Timesheets Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 7 0 EXIT C ya Figure 3 218 Payroll Timesheets Review Add Timesheets Screen 2 Select the desired employee name from the Employee pull down menu 3 lt Click gt the Add New Timesheet option The Add New Timesheet window displays Chapter 3 Payroll Timesheets Page 209 DP DashBoard User Manual 3 Add New Timesheet Microsoft Internet Explorer File Edit View Favorites Tools Help Add New Timesheet Company ID Company Date Add Ti heet for MAG 108 Back to Previous ada lt Back to Main Menu Employee Bill Maquire MAG 108 Date Ref No 110905 Department SALES Sales Department gt O Job 5203 Carrollwood Meadows Park Rec v Cost Code 1 CL Concrete Labor Bill Description Other ti i COC Worker s Comp Class 5 ElectricLabor y Hours Type Regular gt Hours Worked E y y Set Time Save p Add Ti heet for MAG 108 i Back to Previous di lt Back to Main Menu HELP Powered by POWER Serwer Copyright El 1985 2005 by Data Pro Accounting Software Inc version 7 0 EXIT A Figure 3 219 Add
254. ither category or by project name 1 From the Project Task Menu screen Figure 3 90 select the desired category or project name from either the View Tasks by Category or View Tasks by Project sections of the screen The Review Tasks screen Figure 3 93 displays a listing of all tasks related to the selected category or project Page 88 Calendar amp Tasks Chapter 3 DP DashBoard User Manual Review Tasks Company ID ins Company Date 04 30 03 Project Create new Sample Data Back to Previous Back to Projects Menu Add New Task Review All Task Detail My Worksheet TOTE TEE TESA ea 350 Urgent R and D Create AP Sample Data msmith Assigned New Task 092203 101503 36o Urgent RandD Create new ere ba Data Create GL Sample Data apuser Assigned New Task 092203 101503 Add New Task Review All Task Detail My Worksheet Back to Previous Back to Projects Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 93 Review Tasks Screen The following table describes the Review Tasks screen details Add New Task Selecting this option opens the Add New Task screen Review All Task Detail Selecting this option opens the Task Detail Report screen listing all details related to each task listed in the Review Tasks screen My Worksheet Selecting this option opens the My Weekly Calendar and Task Worksheet screen See the
255. ject failed while checking permissions Access is denied to this object To Locate and Copy dll File into System Directory 1 Verify the dpcomm dll file is installed in the C windows system32 directory on your server If not you will need to copy this file into that directory 2 If the file is not in the directory use the Windows Search tool by lt clicking gt the Start button and select the Search gt For Files or Folders menu option The Search Results window displays 3 lt Click gt the All files and folders option and type dpcomm dll to find where the file is located olx File Edit View Favorites Tools Help a Y wi I search Ia Folders j 7 X i EE A T o B Search Companion x To start your search follow the instructions in the left pane Search by any or all of the criteria below All or part of the file name dpcomm dil 4 word or phrase in the file Look in Hard Drives C D F Y When was it modified gt What size is it More advanced options gt et Figure 4 8 All Files and Folders Option lt Click gt the Search button When the dpcomm dIl file is located copy it into the c windows system32 directory In Windows lt click gt the Start button and select the Run menu option The Run dialog box displays a OY ES A Type the command regsvr32 c windows system32 dpcomm dll Page 4 6 Server Object Error DP DashBoar
256. l need to change the report settings in the Time Sheet Entry module in the Infinity POWER application The report will then automatically be printed using the information you have set up in the Master Configuration Review Add Timesheets Timesheet Repo com Applications Figure 3 220 Payroll Timesheets gt Timesheet Report Menu Option Chapter 3 Payroll Timesheets Page 211 DP DashBoard User Manual To Display a Time Sheet Report 1 From the Payroll Timesheets section of the DP DashBoard main menu lt click gt the Timesheet Report option The Time Sheet Report screen displays Figure 3 221 listing all entered timesheets for the specified range of employees and date range 3 Timesheet Report Microsoft Internet Explorer x File Edit view Favorites Tools Help Timesheet Report Company ID Company Date Timesheet Report Back to Previous Back to Main Menu DateReferenee IE A CTO A Type Hours Conners Charles CON 106 1 900 5203 Carrollwood Meadows Park Rec 1 RM Roofing Materials Framing Labor Regular 80 00 123103 SALES Sales Department Not Applicable Regular 2 00 Total Regular 82 00 Total Hours 82 00 Timesheet Report Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 7 0 EXIT v A internet Figure 3 221 Time Sheet Report Example Page 212 Payroll Timesheets Chapter 3 DP DashBo
257. lbert T 51162 Concrete Labor 80 00 18 29 1 463 20 1 100 00 Gordon Jim 51162 Concrete Labor 80 00 18 29 1 463 20 1 100 00 Wright Ron 51162 Concrete Labor 15 00 18 29 274 35 206 25 Vendor S amp 51102 Concrete Sub Contract 125 00 79 80 9 975 00 7 500 00 Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT v internet Figure 3 215 Accounts Receivable Sales Reporting amp Drilldown Sales amp Purchasing Page 207 DP DashBoard User Manual PAYROLL TIMESHEETS The Payroll Timesheets options provide internal users within the firm with the ability to key in their daily timesheets without having to provide users direct access to the Payroll program and or the Payroll data files Based on the security rights set up in Advanced Security and the employee number set up in the DP Dashboard Set up Users option an employee can enter his or her own time Also depending on Security Rights set up in Advanced Security an employee will be only allowed to view his employee number This option 1s also integrated to the Job Cost module so an employee can enter a job and cost code for their time No rates are shown on the screen The system picks up the rates set up for the employee in the Payroll module It will automatically increment the date reference number allowing for multiple entries by day No posting 1s done to Payroll until the Payro
258. le Documents Marketing Documents Marketing documents or links may include product price lists new version features order forms upgrade information and company references brochures literature kits etc Corporate Documents Corporate documents or links may include company fact sheets organizational charts and quarterly results documents tax returns 941 reports etc Support Documents Support documents or links may include IT MIS user request forms troubleshooting bulletins and software error logs customer support ticket information etc Sales Documents Sales documents or links may include product feature documents price lists quarterly profit comparisons new customer fact sheets etc Technical Documents Technical documents or links may include product price lists new version features order forms upgrade information and company references etc Ray Sheds Light Do you have a Jack of All Trades employee in your company or IT department Well we do and it s Ray Ray is the guy that knows it all can get it all and helps all The Setup Ray Sheds Light option is designed to allow you to add remove and view Tips amp Tricks documents and links that are displayed in the Tips amp Tricks gt Ray Sheds Light section of the DP DashBoard Menu System screen Ray Sheds Light documents may include troubleshooting suggestions helpful hints lessons learned short cut functions voice mail setup procedures
259. lease refer to the Payroll manual for a complete explanation of their use Hours Type This data item contains the hour s type for entry The hour s type determines the rate of pay and the description for a particular class of hourly work These types are defined in your Payroll module in the Master Configuration section under Time Categortes These would include Normal time Overtime Piecework etc Hours Worked Total hours worked for the specified employee Calculated by clicking the Set Time button From To Time If you have selected the option to enter hours as beginning and ending times specify a time range Set Time Click this button to calculate the number of hours worked based on the time range selected 4 Enter the required information in the appropriate fields and make the desired selections from the pull down menus 5 lt Click gt the Save button to save your selections and enter the time sheet into the system Timesheet Report This option provides a complete listing of Time Sheets not yet posted in the accounting system Prior to updating time sheets an employee can run the Time Sheet Report for their employee number only with totals by date and a grand total for the pay period A user with administrator rights can add change any of the time sheets posted The administrator can also run the report for all employees If you want to view a full report a user with administrator rights wil
260. lick gt the list item to be modified in the Document Description column Figure 3 37 The Changing Maps Document Heading Link screen Figure 3 38 displays indicating the line number of the item to be modified 4 Changing Maps Link on Line 1 Microsoft Internet Explorer 3 laj x File Edit view Favorites Tools Help Changing Maps Link on Line 1 Company ID Company Date Back to Previous lt Back to Main Menu Changing Maps Link on Line 1 Description Company Map Link Address doctemplates CompanyMap html security System Module C Security System Object a Save Changes The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT a Figure 3 38 Changing Maps Document Heading Link Screen Modify Function Depending on the item selected make the desired changes in the applicable modifiable options lt Click gt the Save Changes button A message confirms the document index has been updated lt Click gt the Return to Menu option The window closes and returns to the Setup Maps amp Directions screen The modifications are now updated in the document list in the Setup Maps screen and in the Maps amp Lists gt
261. ll employee updates time sheets to Payroll through the normal Post Time Sheets transaction Options include Review Add Timesheets and Timesheet Report These features are accessible in the Payroll Timesheets section of the DP DashBoard Menu System screen Figure 3 216 F Ci Rewview Add Timesheets Timesheet Report Custom Applications Figure 3 216 Payroll Timesheets Main Menu Options Review Add Timesheets This mode allows you to add new employee time sheets and review those already entered into the system This information includes the employee number and name day reference number entry type cost code and pay information These entries may be allocated by employee department and project The following screen illustrates where the Payroll Timesheets gt Review Add Timesheets option Figure 3 217 is located on the DP DashBoard Menu System screen Review Add Timesheet Figure 3 217 Payroll Timesheets gt Review Add Timesheets Menu Option Page 208 Payroll Timesheets Chapter 3 DP DashBoard User Manual To Review Add a Timesheet 1 From the Payroll Timesheets section of the DP DashBoard main menu lt click gt the Review Add Timesheets option The Review Add Timesheets screen displays Figure 3 218 E Timesheets Microsoft Internet Explorer File Edit View Favorites Tools Help Review Add Timesheets Company 1D Company Date Review Add Timesheets Employee Bill Maqu
262. logo 1 From the Company Logo and Phone Numbers Configuration screen Figure 3 45 lt click gt the Replace Company Logo Image option to select a new the image The Uploading the Image File in the Company Logo Category screen Figure 3 46 displays Chapter 3 DP DashBoard Admin Page 45 DP DashBoard User Manual Uploading the Image File in the Company Logo Category Microsoft Internet Explorer File Edit view Favorites Tools Help Uploading the Image File in the Company Logo Category Company ID Company Date Back to Previous lt Back to Main Menu Uploading the Image File in the Company Logo Category Upload your own image Browse Upload Company Logo Image File types available for upload are gif and jpg Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 46 Upload the Image File in the Company Logo Category Screen 2 To select a different image lt enter gt the path and file name of the desired image in the Upload your own Image text box or lt click gt the Browse button to select a path from your network The Choose File window displays 3 Select the appropriate folder from the Look in pull down menu 4 Select the desired image or type in the exact filename of the image in the File name text box NOTE Images must be in jpg or gif format and not exceed 30 pixels in
263. m Inquiry Sales Order and Management IM Purchase Order options Sales Order Entry SO 106 Required for Sales amp Purchasing options such as Add New Sales Order and View Existing Sales Order Must have AR module for all Sales Order functions to be available Chapter 1 Introduction Page 1 7 DP DashBoard User Manual Module Part Number DP DashBoard Features Payroll PR 108 Required for Payroll Timesheets options Must also have TE module for all Payroll Timesheets functions to be available Check Reconciliation CR 270 Required for Bank Statement Drill down features Time Sheet Entry TE 271 Required for Payroll Timesheets options Must also have PR module for all Payroll Timesheets functions to be available Customer Support 275 Required for Customer Support options Management SD DP AUTO Event Triggering 450 If you have integrated the DP AUTO product the System CalendarAlerts script will send an email notification of upcoming calendar events scheduled in DP DashBoard and the CalendarWorksheet script will email a daily worksheet of calendar events and pending tasks Infinity POWER with the POWERServer module may be installed on any of the currently supported operating systems such as SCO UNIX Red Hat Linux Microsoft Windows 2000 Windows 2003 Server XP Professional and Novell Netware The Infinity POWER accounting system can be installed with any of our sup
264. me talent Ed AR A A A O iaa 3 127 Statementol Cash FION Sata da tr dar odio dao tna 3 123 3 145 E A EE E EE Sener EAE TE E Sere ene yey SEE eeu EEE TEE ETEA ER eit renee PEETRE cirri err TE tr rere 3 110 EEL o E TEE A A A A E E N E E E E E N E T 3 110 EVE a E O 3 75 3 76 3 78 3 79 3 80 3 81 3 83 3 85 3 96 3 97 3 98 3 99 A E O E A E E isinandctertacctecostees 3 85 Chance irom the My Worksheet OPIO E T E 3 98 INBA A O O e TA E E E 3 76 F Einancial Statement DEIA iS a A A il E RESE aT 3 117 3 119 3 127 BDI a A E A TT MRC Tee NTE e err 3 119 Drlidowi MC ome statements ea a adoos 3 127 Financial Statement Drilldown OPA A AA A AOS EA A AA AAA A AAA 3 118 SA A acc O o A A O ee ueteeee 3 118 G General FUNCION ii 3 3 3 105 3 183 3 217 3 219 PO CMTE Mao IAs WEIN OS ota lnea 3 219 General Ray Sheds Licht Documenta io ia AA A TA DAA 3 105 Global Controutation Opos aii o te dia csialo da 3 8 3 9 E 3 10 3 12 A nn et ne EEE 3 9 A OR RRA 2 11 2 12 Seep Security En AA e E cbs Laue tates uenelereetebenee 2 11 Page IV Index DP DashBoard User Manual I O ENAA vende tioned E NT TN 3 48 3 49 3 61 3 62 3 63 Replace Maps amp Directions Main Menta A AAA A a a 3 30 Replace Marketine Documents Main Menta E AID 3 61 Replace Phone Li AA A AAA AA A let puree A A EA CA 3 48 PO 3 114 3 115 3 116 3 117 3 127 DISPARA ARAS ISA A AT AS 3 114 3 127 A e Meats ces trina ne eat hed dati vino tae od da ees aad aa eae teed taeda Sage ee a
265. ment Heading Link Screen gt Remove Function Marketing Documents Example lt Click gt the Delete Document Heading Link button A message confirms the document index has been updated lt Click gt the Return to Menu option The window closes and returns to the selected Setup Documents screen The selected item has been deleted from the document list in the selected Setup Documents screen and in the Documentation section of the DP DashBoard Menu System screen To View a Document Heading Link This option allows you to view documents and links that have been added to the list of items in the Setup Documents screen Figure 3 60 and in the Documentation section of the DP DashBoard Menu System screen Selecting the view function will automatically open the selected document or launch the website associated with the selected link NOTE Headings can only be viewed by selecting a main menu title from the Documentation section of the DP DashBoard Menu System screen Chapter 3 DP DashBoard Admin Page 71 DP DashBoard User Manual Setup Marketing Company ID Company Date Back to Previous Marketing Replace Main Menu Title above Add New Document Add New Heading Search Page ins ome e tame Lestupite Remove view Secartyon 15 About US aboutus pdf 07 1403 Remove Yiew e 2 Wersion 6 8 Feature List SSFEAT pdf 07 06 05 Remove Yiew 3 Remove Heading e i Accounts Payable Data Sheet APdatasheet pdt 07 06 0
266. ments Document Head LK util id aia dai eed ath 3 70 3 71 Maps Directions Document Headin LINK id date daa ses TAE o cea ai IO 3 39 O ne et er earn Reem eae enter eA MRE ner ERA TTT Re EN eM RAS TTT RN eee E ter ERA Rn RACE arte nen more 3 93 A O acer E E E E E ance Gates nae E TE eas 3 30 3 31 3 32 3 45 3 47 3 48 3 60 3 61 Company Loro IMA A O A ale gua a wwe AAA ls A AAA IA 3 45 Internal Phone Lists Monu Imaje consi bi iio 3 47 Maps 2 Directions Main Menu Mass IO seredes e tt tt bae ai didas des dacs 3 30 Maps Directions Main Meni Til E A A tua dauenteedia 3 32 3 33 Marketito Documents Mam Menu Image ia 3 61 Marketine Documents Main Mentira dd A AAA A A A A E 3 60 Phone EE CIM I E opener erm tmrne tree N wan en tar eres ers yreetictrr ts treet meU ere re renmt tereee a Te E Ta nee tT Mat trenton areean ery Tre ttt tye 3 48 Report AA 3 109 3 122 3 123 3 131 3 132 3 134 3 142 3 143 3 144 3 147 3 148 3 149 3 153 3 155 3 156 Repris E DAlldo Was ari 3 109 3 111 3 114 3 119 3 131 3 132 3 147 3 153 3 154 3 156 Detlidown 5y Transactions NUM Ber il a o AA neva A AA AE E A IA AA art 3 156 RE PTD aC menise a Tn Rt OAN EE S AE E E E E EE EENES N E ANUE CR Nn eT rte 1 7 JD UR UBO dust o E E O 1 7 FRCS OME CC ta a ai its 3 24 3 26 3 27 3 28 O tantra ene 3 24 Conio IG ii A E E E NR O o id ibas 3 23 Di th ecciad 3 27 Modo ol oia toi 3 26 A Cerise mmnU IIR a ero Seat rE IM mE oY Od Nene aT CO Ree EOI mR ome eR cee neve ree
267. mer E mail E mail address of the customer Clicking the e mail address opens a Send New Mail window Special Displays contents of information stored in special user defined field stored in each customer s mater record The title of this field can vary depending on whether the user renamed this field in the A R master configuration View Inventory Sales History Opens the Customer Inventory Sales History screen All invoices related to the selected customer are displayed From here you can select a specific invoice to drilldown the transaction details Schedule New Event Selecting this option opens the Scheduling New Event window This option allows you to add either private or public events to the calendar Ticket Date Take new ticket is generated Defaults to current date Support Rep Name of the support representative that handled the customer call Bill to Cust Defines the Customer Defaults to the number assigned to that customer Name Name of Customer New Click the New button if this call should be changed to another customer s account Therefore the support can be provided to one customer and billed to another Serial This is the serial number of a product the call should be tracked against These serial numbers are setup in the Customer Support Management application Contact Name of the contact person who reported the problem or request Status Describes the status of the su
268. mer Clicking the e mail address opens a Send New Mail window Special Displays contents of information stored in special user defined field stored in each customer s master record The title of this field can vary depending on whether the user renamed this field in the A R master configuration Chapter 3 Sales amp Purchasing Page 205 DP DashBoard User Manual View Inventory Clicking this opens the Customer Inventory Sales History screen This lists the Sales History past items ordered and the associated invoice numbers From this screen these past items can be Schedule Event Select this option to schedule an event for this customer in the Event Calendar Add Order This will open the Add Sales Order screen Figure 3 191 and allow you to add an order for this customer See the Add New Sales Order section on page 183 for further instructions LOWER SECTION Date Date the sales order is entered into the system Type Description of transaction history e g invoice Inv Unit of measure related to the inventory item such as each gal ft inches etc Salesman Name of the salesman executing the sales order request Item Vendor of the inventory item Description Description of the associated inventory items Qty Lists the quantity that was ordered of the associated inventory U M Unit of measure related to the inventory item such as each gal ft inches etc Unit Price Pric
269. mmences ends Completion Date Displays the date the task is completed Entered at the end of the project Department Specifies the department assigned to the task Details Text box Enter free form details about the task Comments Text box Enter any important comments about the task Save Task Click this button to save the New Task selections The new task displays in the My Weekly Calendar amp Task Worksheet TIMESHEET SECTION Department Select the department the employee is assigned Job Select a job description from the pull down menu if a job described earlier If this entry is to be applied to a Job Cost project job you must select a cost code for the system to use when your Time Sheet Entry is posted Bill Description If the option to allow Entry of JC TB Transaction Description is turned off in the Master Configuration this data item will not be displayed The transaction description will be passed to the Job Cost transaction file when you post the entry Hours Worked Enter the number of hours worked for the specified employee From To If you have selected the option to enter hours as beginning and ending times specify a time range lt Click gt the Set Time button to calculate the number of total hours Select a user to assign to the task form the ASsigned pull down menu Default is adminuser Select the priority of the task from the Priority pull down menu Default is Urgent Select the
270. mpanies This configuration option allows you to assign a unique company identifier usually an abbreviation of a company name The Company ID is displayed in the DP DashBoard main header to indicate the active company Adding a new company affects Reports Drilldown Customer Support and Custom Applications from the DP DashBoard Menu System screen To Access the Setup Available Companies Screen l From the DP DashBoard Administration Menu screen Figure 3 31 select the Setup Available Companies menu option The Company Configuration screen Figure 3 52 displays Page 50 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Company Configuration Microsoft Internet Explorer la xj File Edit View Favorites Tools Help ae Company Configuration Jan E Company ID Company Date Back to Previous Back to Main Menu Add New Company Infinity Sample Company Inc ins Remove 7 Orlando Location ini Remove 3 Miami Location in2 Remove 4 Consolidated Sample Company ind Remove Add New Company Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Ea Figure 3 52 Company Configuration Screen As companies are added they are displayed in a consecutively numbered list including the following document details Line Line number System generated and automatically increments to the next highest number as companies are adde
271. n Company ID Company Date Voucher Register from 01 01 03 to 04 30 03 lt Back to Previous lt Back to Main Menu nate iranse E CT 777 NT 01 01 03 sap Inv Insurance Company Invoice 144 000 00 01 03 03 010396 Inv NCNB National Bank Accrued Int on Note 14 666 64 01 03 03 010396 Inv Fla Nat l Bk Fed Depository 95 Est Fed Inc Tax 1 917 18 01 03 03 010496 Inv Shell Service Station Auto Repairs 780 93 01 03 03 010996 Inv Suncoast Concrete Supplies Invoice 494 00 01 03 03 1664489 Inv General Telphone Company Dec Telephone Bill 478 46 01 03 03 517663 Inv State of Florida Tax Dept Dec Sales Tax 205 94 01 03 03 860456 Inv Tampa Water amp Sewage Co DecWa amp S 156 37 01 03 03 960013 Inv Suncoast Concrete Supplies PO 100097 16 765 11 01 03 03 960013a Inv S amp S Sub Contractors PO 100100 8 370 00 01 03 03 99711663 Inv Tampa Electric Co Dec Elec 593 24 01 03 03 Accrual Inv Suncoast Concrete Supplies PO 100097 0 00 01 03 03 Accrual Inv S amp S Sub Contractors PO 100100 0 00 0112 03 011296 Inv Florida Lumber Inc Invoice 7 075 36 01 1203 928719 Inv Bower s Roofing Supplies Inventory 2 624 91 01 12 03 FG 179006 Inv Tampa Electrical Supplies Inventory Stock 928 34 01 15 03 960013 Inv Florida Lumber Inc PO 100098 23 305 77 01 17 03 788498 Inv Unified Supply Company Inventory 7 627 20 01 18 03 96 0013b Inv S amp S Sub Contractors PO 100100 11 718 00 01 25 03 960062 Inv Suncoast Concrete Supplies PO
272. n Figure 3 119 Page 116 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 3 Income Statement Report Microsoft Internet Explorer y laj x I File Edit View Favorites Tools Help ay Income Statement Report Company ID Company Date E Income Statement Normal 7 Back to Previous Back to Main Menu un 10 22A Infinity POWER Sample Company Inc Page 1 m 04 13 2006 Statement of Income 2 02 09 2005 02 09 2005 Current Period Year to Date INCOME TOTAL INCOME 0 00 0 00 0 00 0 00 COST OF GOODS SOLD TOTAL COST OF GOODS SOLD 0 00 0 00 0 00 0 00 GROSS PROFIT 0 00 0 00 0 00 0 00 OPERATING EXPENSES TOTAL OPERATING EXPENSES 0 00 0 00 0 00 0 00 NET INCOME LOSS EROM OPERATIONS 0 00 0 00 0 00 0 00 NET INCOME AFTER TAX 0 00 0 00 0 00 0 00 H Print In PDF format gg Internet Figure 3 119 Income Statement Report Screen Normal Example NOTE lt Click gt on the PDF icon in the top left of the report to display a printable PDF version of the report 5 lt Click gt the lt lt Back to Previous option to request another report or the lt lt Back to Main Menu option to return to the DP DashBoard Menu System screen Financial Statement Drilldown This option displays financial statements in Balance Sheet Income Statement and Cashflow report formats The drilldown capability allows you to select individual components on each report to
273. n bin number and category Figure 3 209 Page 200 Sales amp Purchasing Chapter 3 DP DashBoard User Manual 3 Search Inventory Items Microsoft Internet Explorer 212 x File Edit View Favorites Tools Help Search Inventory Items Company ID Company Date Inventory Item Inquiry Back to Previous Back to Main Menu ITEM INFORMATION Select an item by clicking Select 1060178511 Corner Blocks 108 Blocks 1060185461 Concrete Blocks 112 Blocks 1060216522 Cement 100 Ib Bag 117 Cement 11APOLE Electric Box Pole 242 Pole Inventory Item Inquiry lt Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT Bor ftp mtr Figure 3 209 Search Inventory Items Screen gt Inventory Item Inquiry Screen 4 Choose the desired inventory item from the list and lt click gt the Select button The Inventory Item Inquiry screen Figure 3 210 displays details of the selected inventory item such as item number description U M quantity information and Cost Cost Level information Chapter 3 Sales amp Purchasing Page 201 DP DashBoard User Manual E Inquiry Microsoft Internet Explorer 3 18 x Fie Edit View Favorites Tools Help Fd Inventory Item Inquiry Company ID Company Date lt Back to Previous lt Back to Main Menu Item Inquiry Item Number 1060178511 ltem Des
274. n Menu Title Screen 2 Highlight the existing title in the Main Menu Title text box and lt enter gt the desired new title 3 lt Click gt the Save Changes button The new title now displays on the Setup Maps amp Directions screen and also in the Maps amp Lists section of the DP DashBoard Menu System screen To Add a New Maps Directions Document This option allows you to add a new document in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Perform the following steps to add a new document 1 From the Setup Maps amp Direction screen Figure 3 30 lt click gt the Add New Document option The Adding New Maps Documents Document screen Figure 3 34 displays Chapter 3 DP DashBoard Admin Page 33 DP DashBoard User Manual Adding New Maps Document Microsoft Internet Explorer E 8 x File Edit view Favorites Tools Help ae Adding New Maps Document a Company ID Company Date Back to Previous Back to Main Menu Description Al source File PFT Browse Security System Module Security System Object Add Document The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc
275. n and configuration process Sections will be added as appropriate Go to www dpro com Manuals section for the most recent DP DashBoard Troubleshooting Guide ANTIVIRUS SOFTWARE SETTINGS If you are running Norton AntiVirus or McAfee AntiVirus software programs some default settings need to be disabled in order for DP DashBoard to run properly If you encounter problems launching DP DashBoard after you have performed all the necessary procedures in Chapter 2 Installation Procedures of the DP DashBoard User Manual it is possible that you many need to change some settings in your VirusScan software McAfee AntiVirus This section documents problems related to using MacAfee AntiVirus software This procedure reflects McAfee VirusScan 8 0 Depending on what version you are running the following steps may differ slightly Disable Script Blocking in McAfee If the script blocking feature is enabled all necessary scripts will be halted and the DP DashBoard system will not execute properly 1 From the McAfee Security main screen lt click gt the VirusScan option on the left hand side of the screen The AntiVirus tab displays with options VirusScan Settings Page 4 1 DP DashBoard User Manual M McAfee SecurityCenter Xy McAfee SecurityCenter ty 15 x Ml i VirusScan is currently protecting your computer from viruses lt lt Click here if you want to disable VirusScan My Security Center YirusScan Help E
276. n the company Dynamic Metal Corporation dnc Be sure pour fiscal year is set properly before you begin our current fiscal year end le period 12 lt 1 lt 1 lt 1 51 71 51 51 4151 lt 1 51 41 4 Registered Systems Accounts Payable Accounts Receivable Check Reconciliation Customer Service Management General Ledger Inventory Job Cost Payroll Point of Sale Productryity Tools Purchase Order Entry Sales Order Entry Time Sheet Entry Select All System not started System not started System not started System not started Sistem not started System not started System not started System not started System not started will be started by A A System not started Sistem not started System not started System not started Clear All If Include COA Invert Figure 2 8 Start Up From Scratch Window Select the desired modules or lt click gt the Select All button lt Click gt the Start button The new data files are created The window will reflect that the data files have been created for the specified modules NOTE Repeat steps through 4 for each company you wish to have accessible from the DP DashBoard system 4 lt Click gt the Close button when the process is complete CONFIGURE SECURITY SYSTEM OBJECTS Security Objects are assigned to DP DashBoard options to control who has access to them These security objects are defined in the Advanced Security administration setup in the Inf
277. ndees personal calendars Private Event can only be viewed by the user adding the event Department Pull down menu Options describe the department the event is associated with Defaults to the department the current user is associated with Chapter 3 Calendar amp Tasks Page 79 DP DashBoard User Manual Category Pull down menu Options describe the category of the event e g appointment meeting phone call Defaults to Appointment These categories may be have specified colors to identify the event on the calendar These colors can be configured under DP DashBoard Config Main Menu gt Gobal Configuration Options Event Status Pull down menu Describes the status of the event e g Open Complete Cancelled Comments Text Box Enter any specific details about the event Available Attendees Scroll list displaying all possible people available to select to attend the event Selected Attendees Display box listing the selected event attendees from the Available Attendees display box Avoids conflicts Available Resources Scroll list displaying all available resources that can be reserved for the event e g conference rooms equipment etc Avoids conflicts Selected Resources Display box listing the resources selected for reservation from the Available Resources display box Select Customer Clicking on this option opens the Select Customer for this Event screen You can sel
278. ndor Contact Tom Hill Trans Type Inv Phone 813 247 8841 Trans Desc PO 100110 E mail cu account GL Description 7 77 11450 Work In Process PO 100110 32 800 00 21210 Retainage Payable PO 100110 3 280 00 Totals 29 520 00 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT iy E Done p Internet Figure 3 149 Accounts Payable Aging Drilldown gt 7 Day Future Aging Report gt Customer Drilldown gt Invoice Drilldown Report example 2 of 2 The following table describes the Accounts Payable invoice drilldown report details Trans Date Date of transaction of the listed components Transaction Num Transaction number associated with listed components Trans Type Describes the transaction type that is defined when creating the initial transaction Transaction types include invoice credit memo debit memo adjustment statement finance charges retainage deposit advance and payment check Trans Desc Describes the purchase order number PO associated with the transaction Vendor Name of the supplier creditor Vendor Contact Name of contact for the supplier creditor Phone Phone number of the vendor contact E mail E mail address of the vendor contact GL Account Account number of the associated General Ledger cash account GL Description Status of the associated General Ledger cash ac
279. ndor window Figure 3 86 displays listing all the possible results Chapter 3 Calendar amp Tasks Page 83 DP DashBoard User Manual E Search Yendor Microsoft Internet Explorer Back to Previous CUSTOMER INFORMATION Select a Vendor by clicking the Name BO Bowers Roofing Supplies 4 Back to Previous Company ID Powered by POWER Server Copyright El 1985 2004 by Data Pro Accounting Software Inc version B r Search Yendor Company Date Select a Yendor for this Event r Back to Main Menu Tampa FL 33613 Select a Yendor for this Event Back to Main Menu Close Window Figure 3 86 Search Vendor Screen 4 lt Click gt the Select button of the desired vendor to be added to the event The window closes and returns to the Scheduling New Event screen The selected vendor now displays in the Select Vendor Figure 3 87 display box To remove the selected vendor click the red X next to the displayed name ected Attendees hout Saving Available Resources Selected Resources Click to Add or Remove a Main Conference Room Demo Conference Room Laptop Notebook 1 Laptop Notebook 2 North Demo Room Save 45 Mew Event Figure 3 87 Select Vendor Function gt Schedule New Event Screen Page 84 Calendar amp Tasks Chapter 3 DP DashBoard User Manual To Change an Event This option allows you to modify an existing event that is displayed in the
280. ndow 8 Make sure the CD is in place and click the OK button to continue The installation process will begin if the correct CD is in place Figure 2 5 InstallShield Wizard Preparing to Install DPYDashBoard Setup i preparing the InstallShield Wizard which will guide you through the program setup process Please wait Configuring Windows Installer hee Cancel Figure 2 5 InstallShield Wizard When the installation is complete the Completing the Windows Components Wizard window Figure 2 6 displays Page 2 4 Installation Chapter 2 DP DashBoard User Manual Windows Components Wizard i x Completing the Windows Components Wizard You have successtully completed the Windows Components Wizard To close this wizard click Finish Figure 2 6 Window Components Wizard Window 9 Click the Finish button to close the window and continue the installation process All remaining windows close when the installation is complete IMPORTANT There are two key issues with IP Addresses you must be aware of depending on how the DP DashBoard system is going to be accessed and configured First and foremost inside your internal network and on your server that is running the Microsoft IIS software you must have a fixed IP Address or the Microsoft IIS Server will not operate correctly This means you must pre assign a fixed IP Address to this specific server and cannot use the Dynamic Host Configuration Protocol
281. new heading in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen This is really useful if you want to categorize documents within a group Perform the following steps to add a new heading 1 From the Setup Maps amp Direction screen Figure 3 30 lt click gt the Add New Heading option The Adding New Maps Heading screen Figure 3 35 displays Chapter 3 DP DashBoard Admin Page 35 DP DashBoard User Manual 3 Adding New Maps Heading Microsoft Internet Explorer E 8 x File Edit View Favorites Tools Help ay Adding New Maps Heading Company ID Company Date Back to Previous Back to Main Menu Description E Security System Module ee Security System Object Add Heading The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT Figure 3 35 Adding New Maps Heading Screen lt Enter gt the New Heading in the Description text box lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document i e Thi
282. nfigure Resources Setup Maps Directions idation Setup Company Logo and Phone Num Setup Available Companies Setup Public setup Corporate Documents setup Support Documents Setup Sales Documents yb Setup Technical Documents Setup Ray Sheds Light rilldown To Replace a Documents Main Menu Image Icon DP DashBoard User Manual Maps Lists Maps 4 Directions gt Internal Phone List Documentation NY Public Relation Y Corporate Doct ents Ce Support Documents Y Sales Documents Ba Technical Documents Figure 3 62 Updated DP DashBoard Admin Menu and Documentation Main Menu Title This option allows you to replace the existing image icon Figure 3 63 for this document category that displays in the Documentation section of the DP DashBoard Menu System screen Perform the following steps to select a new image icon 1 NOTE Remember you may need to work with your graphics program to correctly size the icon image to fit correctly on the DP DashBoard screen system Maps Lists Maps amp Directions gt Internal Phone List nsolidation Documentation a Marketing Documents fay Corporate Documents ican 8 Support Documents m Wg Sales Documents 4 Drilldown ae Technical Documents Figure 3 63 Documents Image Icon Marketing Documents Example From the selected Setup Documents screen Figure 3 60 lt click gt the Replace Main Menu Image above option to
283. nfinity POWER program In the Ticket column lt click gt on the ticket you want to change The Change Add Ticket screen displays Figure 3 177 listing details on the support ticket specified Make any desired changes to the ticket information lt Click gt the Save This Ticket button NOTE Changes cannot be made to tickets that have had their status changed to updated Search for Customer Support Ticket This option allows you to search for a customer support ticket by entering the associated ticket customer or serial You can also search by keyword The following screen illustrates where the Reports amp Drilldowns gt Search for Customer Support Ticket option is located on the DP DashBoard Menu System screen Figure 3 178 Accounts Recenable Sales Reporting amp Drilldown Review Add Ticklers Review Add Customer Support Tickets Search fey Customer Support Ticket Change wo Profile Add a New Customer Profile Sales Purchasing Add New Sales Order Figure 3 178 Reports amp Drilldowns gt Search for Customer Support Ticket Chapter 3 Customer Support Page 173 DP DashBoard User Manual To Search for a Customer Support Ticket 1 Inthe center of the DP DashBoard Menu System screen Error Reference source not found select the Search for Customer Support Ticket option from the Customer Support section The Search for Support Ticket screen displays Figure 3 179 File Edit View Favorites T
284. ng Select this option to view aging and open items on the customer View Add Notes Detail Select this option to view or add notes to the customer profile View Customer Payment History Select this option to view the customer s complete payment history Inventory Sales History Schedule New Event Select this option to view a customer s sales history You can drilldown by invoice to display a listing of the complete transaction detail Select this option to schedule an event for this customer in the Event Calendar Page 178 Customer Support Chapter 3 DP DashBoard User Manual Copy Customer to Select this option to copy a customer to another company Since Company DP DashBoard supports multiple companies this is an ideal function for telemarketing purposes whereby management may want to import or download lists of prospects from trade shows mailing databases and other sources of leads whereby internal staff can utilize the various DP DashBoard tools to call and schedule appointments and follow up with leads Once a lead is formalized in a separate lead company this option 1s ideal for transferring the customer record and related information into the firms main Accounts Receivable Customer Database Normally firms will not want to import hundreds or thousands of prospect names into their main database until some kind of relationship is established with a new lead This option makes this
285. nly have access to the file then assign an AR security object These rights can be granted down to a specific menu option level which 1s essentially the function of security objects Page 34 DP DashBoard Admin Chapter 3 DP DashBoard User Manual Therefore if you choose G L choose an option all GL users have rights to or pick an option that only a couple of users have access to depending on your objectives i e Print Chart of Accounts GLO209 would be a security object most GL users would have access to Print Balance Sheet GLO202 is a security object most GL users would not have access to 7 lt Enter gt the specific security code i e GLO202 in the Security System Object text box NOTE The Security System Module and Security System Object categories must be entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module See the Security Objects Definitions Reference Manual found in your System Administrator User Manual for a listing of security objects by module and their definitions 8 lt Click gt the Add Document button The Adding New Maps Documents Document screen closes and the new document now displays in the Setup Maps amp Directions screen and also in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen To Add a New Maps amp Directions Heading This option allows you to add a
286. nnncnnnnnononnnononnnnnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnns 3 33 To Add a New Maps amp Directions HeadiOg cccccccccccnncnnnononnnnnnnnnnnnnnnnnnnononononnonnnnnrnnnnnnnnnnninnnnnnnss 3 35 To Add a New Maps amp Directions MK lt a ie ee ee 3 37 To Modify a Maps amp Directions Document Heading LiMkK ooonnnnnnncnnncncncnnnnnnonnonononnnnnnnncnnnnnnnnnss 3 38 To Remove a Maps amp Directions Document Heading Link occccccncnncnnnnnnnnnnonnonononnnnnnnnnnnnnnnnnnos 3 39 To View a Maps amp Directions Document Heading Link ooooonnnnnnnnnnnnncnnnnncnnnnnononononnnnnnnnnnnnnnnnnnos 3 4 To Download a Maps amp Directions Document occccnnncnnnnnnnnnnnnoonnnnnnnnnnnnonnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnss 3 42 Setup Company Logos a d Phone NUMDETS etnicidad ita Atha 3 44 To Access the Setup Company Logo and Phone Numbers creen cccccccccnnnnnnnnnnnoninocnnnnnnnnnnnnnnnos 3 44 To Replace the Company Logo Mates bird 3 45 To Replace the Internal Phone List Menu Image Icon oooooooonnnnnnnnnnnnnnnnnnnnnnnononononononnnnnonnnnnnnnnnss 3 47 To Replace the Phone List Nate enea Uaan arias saath geome tines e 3 48 To Add Modify Company Address and Phone Numbers ooooooonnnnccnncccnnnnnnnnnnnnnnnnnnnnononncnnnnnnnnnnnnnss 3 49 Setap Available COMPAS e Ud 3 50 To Access the Setup Available Companies Screen cessssseeececeeeeeeeeeeaaseeeesseeseeeeeeeeeeeeeeaaaas 3 50 ToAdd ANC MIP ANY tr i
287. nother report or the lt lt Back to Main Menu option to return to the DP DashBoard Menu System screen Income Statement This option prints an Income Statement in the format specified in the Setup Financial Statements option in the Infinity POWER General Ledger module i e normal budget comparison comparative year comparative month year 6 month trend etc The Income Statement is one of the key financial reports utilized by a business It lists your income expenses and net income loss Your business tax return will use a variation of the Income Statement to determine your potentially taxable income The Income Statement is typically prepared after all adjusting entries are made in the general journal all journal entries have been posted to the general ledger the general ledger accounts have been footed to arrive at the period end totals and an adjusted trial balance has been prepared from the general ledger totals Once all information is posted to the General Ledger the data is immediately available for printing financial reports such as the Income Statement It may be printed on demand throughout the month to monitor a company s sales progress The following screens illustrate the Reports amp Drilldowns gt Income Statement option located on the DP DashBoard Menu System screen Figure 3 117 Perform General Ledger Company Consolidation Balance Sheet Income Statement 1 Financial St ent Drilldown Bank Account Balances
288. nter the password here 13 lt Click gt the Update button to finish the installation process The InstallShield Wizard Complete window displays Figure 2 33 2 DP DashBoard InstallShield Wizard x InstallShield Wizard Completed The InstallShield Wizard has successfully installed DP DashBoard Click Finish to exit the wizard Back Cancel Figure 2 33 InstallShield Wizard Complete Window 14 lt Click gt the Finish gt button to complete the installation of DP DashBoard CONFIGURE THE IIS WEB SERVER The Microsoft Information Server IIS must be configured to know where DP DashBoard has been installed This procedure documents both Windows XP and Windows 2003 screens If you are running Windows 2000 these steps may differ slightly After configuring the IIS web server you must start the web server To Configure the IIS Web Server 1 From your Windows desktop lt right click gt on the My Computer icon and select the Manage menu option The Computer Management window displays Figure 2 34 Page 2 26 Installation Chapter 2 DP DashBoard User Manual mi Computer Management E ol xj mi Fie Action View Window Help ale 2 ifs system Tools H E Event Viewer y storage 8 Shared Folders h Services and Applications E 4 Local Users and Groups E Performance Logs and Alerts 2 Device Manager ge Storage E Removable Storage i Disk Defragmenter E Disk Management ls Services and Applic
289. nts to the calendar Lower section Tickler Date Date tickler was created Customer Number associated with the customer whom the tickler has been created Contact Name of contact person for the customer Ticket Number Number assigned to support ticket if one is created for that tickler Check Click the check button to get status on a support ticket generated for that tickler Comment 1 Alpha numeric text box max of 50 characters Enter important details regarding of the nature of the problem or request Displays in the Comments column of the Review Add Support Ticklers screen Comment 2 Alpha numeric text box max of 50 characters Enter a description of the nature of the problem or request This is displayed in the Open Support Ticklers window when the Display the Details of All Ticklers option is selected Support Rep Describes the type or which support rep generated the tickler e g public relations in house etc Chapter 3 Customer Support Page 163 DP DashBoard User Manual Customer Name Name of the customer Phone Number Phone number of the customer Description Describes the nature of the problem or request from the customer Displays in the Description column of the Review Add Support Ticklers screen 4 Enter a description of the problem or request in the Comments text box 5 Make any desired changes to the default information in the Customer Information s
290. nu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT ie A nene Figure 3 227 Corporate Phone List Screen Page 216 Maps amp Lists Chapter 3 DP DashBoard User Manual DOCUMENTATION The Documentation section of the DP DashBoard Menu System screen is where various different company documents and links can be housed so that they are easily accessed managed and ready on demand A key feature of this centralized Documentation Management function makes it possible to control access to specific documents User rights determine if an employee can see all available documents or just departments that are specified For instance if a user is assigned to the Technical Support department they may not be given access to Sales information In that case that user will not even see the Sales Documents option in the Documentation section at all DP DashBoard is configured for the following documents Marketing Documents Corporate Documents Support Documents Sales Documents and Technical Documents All these menu options are user defined in the DP DashBoard Admin gt DP DashBoard Config options Titles headings images and main menu icons can all be customized to what you want them to be These features are accessible in the Documentation section of the DP DashBoard Menu System screen Figure 3 228 Maps amp Lists Corporate Documents i E Support Documents rilldown MAA
291. number and display the next report level e g Tampa Electric Co The Accounts Payable Transactions amp Drilldown screen Figure 3 154 displays with details on the selected transaction 3 Accounts Payable Transactions amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Accounts Payable Transactions amp Drilldown Company ID Company Date Back to Previous Youcher Register from 01 01 03 to 04 30 03 lt Back to Main Menu CC 0 OT 01 0103 sap Iny Insurance Company Invoice 144 000 00 01 03 03 010396 Inv NCNB National Bank Accrued Int on Note 14 666 64 01 03 03 010396 Inv Fla Nat l Bk Fed Depository 95 Est Fed Inc Tax 1 917 18 01 03 03 010496 Inv Shell Service Station Auto Repairs 780 93 01 03 03 010996 Inv Suncoast Concrete Supplies Invoice 494 00 01 03 03 1664489 Inv General Telphone Company Dec Telephone Bill 478 46 01 03 03 517663 Inv State of Florida Tax Dept Dec Sales Tax 205 94 01 03 03 860456 Inv Tampa Water amp Sewage Co DecW amp S 156 37 01 0303 960013 Inv Suncoast Concrete Supplies PO 100097 16 765 11 01 03 03 96 0013a Inv S amp S Sub Contractors PO 100100 8 370 00 01 03 03 99711663 Inv Tampa Electric Co Dec Elec 593 24 01 03 03 Accrual Inv Suncoast Concrete Supplies PO 100097 0 00 01 03 03 Accrual Inv S amp S Sub Contractors PO 100100 0 00 01 12 03 011296 Inv Florida Lumber Inc Invoice 7 075 36 01 12 03 928719 Inv Bower s Roo
292. ny Date Back to Previous Select an Inventory Item Back to Main Menu Please enter the appropriate Inventory Item Number for this option Inventory Item Number 3d Or Enter the Inventory Item Description to search on Inventory Item Description Search Back to Previous Select an Inventory Item Back to Main Menu HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT y TT internet Figure 3 193 Select Inventory Item Screen 5 Enter the first few numbers or the entire inventory number in the Inventory Item Number text box then lt click gt the Select button OR 6 Enter a keyword in the Inventory Item Description text box then lt click gt the Search button The Select an Inventory Item screen displays listing all the available items that are a match with the keyword The Search Inventory Items screen displays listing the available inventory items including details such as part number description bin number and category Figure 3 194 Page 188 Sales amp Purchasing Chapter 3 DP DashBoard User Manual File Edit view Favorites Tools Help Search Inventory Items E E Company ID Company Date Back to Previous ed tam Back to Main Menu ITEM INFORMATION Select an item by clicking Select CET CT CO ty et 301402200 Roofing Shingles 262 Roofing Select 305011670 8 2 X 4 Pine Boards 267 8 Boards 305011677
293. o delete the selected user 2 lt Click gt the OK button in the dialog box to complete the delete function The dialog box closes and returns to the Setup Configure Users screen Figure 3 19 where the user is now deleted Setup Configure Resources This option is designed to create and manage resources that will be used throughout the Event Calendar system These resources are limited only to your imagination since every organization 1s different However there are common items that could be found in many companies Resources such as conference rooms projectors screens notebook computers are commonly shared by various individuals within an organization Therefore this option provides for the ability to set these items up as a resource so that they may be tracked and scheduled much like individuals to compare for any possible conflicts within the Event Calendar system It is not unlikely for an organization to want to book multiple meetings at the same time and not have enough meeting facilities to accommodate all requirements This is a major function the Event Calendar utility can assist any organization in coordinating To Access the Setup Configure Resources Screen 1 From the DP DashBoard Administration Menu screen Figure 3 9 select the Setup Configure Resources menu option The Setup Configure Resources screen Figure 3 24 displays Chapter 3 DP DashBoard Admin Page 23 DP DashBoard User Manual 3 Setup Configure
294. oday dpro com Salesman HOUSE Phone Ext Cell Phone E Mail Salesman Phone 727 803 1500 Ext 505 Cell Phone 813 917 5516 E Mail admin dpro com Salesman HOUSE Add New User Back to Previous Back to Main Menu Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 Figure 3 19 Setup Configure Users Screen The following table describes the Setup Configure Users screen details User ID Maximum of 11 alpha numeric characters Abbreviation of the user s name for login and identification purposes User Information location information Detailed information about the user such as name position contact and Delete Selecting a component in this column deletes the associated user from the DP DashBoard system database Page 18 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Add a New User This option allows you to add a new user to the DP DashBoard system database 1 From the Setup Configure Users screen Figure 3 19 lt click gt the Add New User option The Add New User screen displays Figure 3 20 3 Add New User Microsoft Internet Explorer 13 15 x File Edit View Favorites Tools Help Add New User Company ID Company Date Back to Previous lt Back to Main Menu Add New User
295. ofile Screen new screen The following table describes the Change Customer Profile screen details Show or Hide Ship To Toggles between displaying and hiding the customer s ship to address The Ship To address can be modified by clicking on this option Customer Name Name of the customer Clicking on this option opens a View Add notes window for that customer Adding notes may be done through this option Address 1 Primary mailing or physical address of the company Bill To Address Address 2 Alternate mailing address of the company Bill To Address City City associated with the address provided in Address 1 text box State State associated with the address provided in the Address 1 text box Zip Code Zip code associated with the address provided in the Address 1 text box Country Country associated with the address provided in the Address 1 text box Contact Name of the main contact person associated with the customer account Phone Phone number of the customer Fax Fax number of the customer E mail E mail address of the customer Clicking the e mail address opens a Send New Mail window Chapter 3 Customer Support Page 177 DP DashBoard User Manual Special Salesman Number Displays contents of information stored in special user defined field stored in each customer s master record The title of this field can vary depending on whether the user renamed this field in th
296. oject are completed NOTE Marking a project as complete removes the project from the Project Task Menu screen 1 From the Project Task Menu screen lt click gt the Complete option Figure 3 92 associated with the project you wish to mark as complete A message displays confirming the selected project will be deleted from the system Project Task Menu Company ID ins Company Date 04 30 03 lt Back to Previous lt Back to Main Menu View Tasks by Category My Tasks Administration Department Tasks Graphics Multimedia Dept Department Tasks Marketing Communications Department Tasks Marketing Department Tasks Personnel Department Tasks Public Relations Department Tasks Public Relations Department Tasks Research amp Development Department Tasks Sales Department Tasks All Assigned Tasks Create new Sample Data Complete Dashboard Presentation Plan Dpro Newsletter Complete Insurance Manual Complete Train On Data Pro CRM Complete Training Complete Add New Project Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 92 Project Task Menu Screen Mark Project Complete Function 2 Click the OK button The project is now deleted from the Project Task Menu screen and is no longer available as a project to associate with new tasks To View Tasks This option allows you to select a task by e
297. omer Screen 122 123 43544 ew4t345435 12345 3425 10045 65432 10468 1047 1049 10496 10497 10498 10499 10501 10502 10503 10504 10505 10506 10507 10508 10509 10510 10511 10519 12345 y Select the desired sales order to view by clicking on the Sales Order The View Sales Order Detail screen Figure 3 202 displays with all the details of the selected sales order including customer profile shipping address and details on selected inventory items Sales amp Purchasing Page 195 DP DashBoard User Manual View Sales Order Detail Company ID Company Date Sales Order 10470 Back to Previous Back to Main Menu Customer Name Allens Hardware Shops Inc Order Date 04 30 03 Price Level 4 Discount 5 000 Salesman JF Description Stocking Order Customer PO 123 Freight Amount 0 00 Terms Net 30 2 Disc Allens Hardware Shops Inc s Shipping Address Customer Name Same Address 1 Same Address 2 City State Zip Code Country Description Quantity Price 1060178511 Corner Blocks EA 2 00 5 59 11 18 1060185461 Concrete Blocks Flat 2 00 45 00 90 00 1060216522 Cement 100 lb Bag Bag 2 00 39 12 66 24 Total 167 42 Discount 8 37 Tax 0 00 Freight 0 00 Order Total 159 05 Create New Order from this Sales Order Back to Previous Sales Order 10470 Back to Main Menu HELP Powered by POWER Serwer Copyright 1985 2006 by Data Pro Accounting
298. ools Help ae Search for a Support Ticket _ Company ID Company Date Search for Support Ticket Please enter the Ticket Customer OR Serial Number for this option Ticket Number Search Customer Number if Search Serial Number Search Search for a Keyword within all tickets Keyword Search installation of Years History 4 Years y Search Search for Support Ticket Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT CY i terme Figure 3 179 Search for Support Ticket Screen 2 Perform one of the following seach options a Enter the appropriate information in the Ticket Number Customer Name or Serial Number text box NOTE The customer number must be entered exactly as it is defined in the Infinity POWER A R module OR b Enter a keyword in the Keyword Search text box and select the desired duration from the of Years History pull down menu 3 lt Click gt the corresponding Search button The Ticket Information screen displays Figure 3 180 listing all the associated support tickets Page 174 Customer Support Chapter 3 DP DashBoard User Manual File Edit View Favorites Tools Help Pi Search by Keyword Company ID Company Date Back to Previous AI lt Back to Main Menu Search Page TICKET INFORMATION Select a Ticket by clicking the Ticket Y 10 12BLT RZ ee
299. ooooooonoccccnnnnnnnnnnnnnnnnnnonnnnnnonnnnnnnnnnnnnnnnnos 3 132 Accounts Payable Agino E DrilGO wits adazewe ant oodaqni iaa ds 3 135 To Display an Accounts Payable Aging amp Drilldown Report occccccccccnnnonnnnnoonccnnnnnnnnnnnnnnononos 3 135 To Drilldown an Accounts Payable Aging Drilldown Report cccccooooooooooonooonoccnonononnnononoss 3 138 Accounts Payable Transactions amp Dalldo WM cional ic iaa 3 142 To Display an Accounts Payable Transactions amp Drilldown Report oooooooonncnnccnnnonnnnnnnnnns 3 142 To Drilldown an Accounts Payable Transactions amp Drilldown Report oooococccoccncncnnnnns 3 145 Accounts Receivable Aging amp Drilldown oooooooonnnnccnnnnnnnonnnononononononononnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnss 3 147 To Display an Accounts Receivable Aging amp Drilldown Report ooooooooooooonoccncnnncnnnnnnnnnnnoss 3 147 To Drilldown an Accounts Receivable Aging amp Drilldown Report oocooccccccccncncncnnnnnnnnss 3 149 Accounts Receivable Sales Reporting amp DrilldOWN cocccccccccnnnonononononocnnnnonnnonnnonononnnnnnnnnnnnnnnnnnnnnonnnnnos 3 153 To Display an Accounts Receivable Sales Reporting Drilldown Report ooooooncncccncnnncnnnnono o 3 154 To Drildown bs Transaction Number sind deberias 3 156 Page v TABLE OF CONTENTS continued Description Page CUSTOMER SUPPORT pisscceccacvevastvecssvascadeece
300. or Remove 3 CorelDRAW 10 3 Infinity POWER al Internet Explorer 9828750 Size Size 1 07MB W McAfee SecurityCenter EN McAfee VirusScan ay Microsoft Office 2000 5P 1 Premium Size 378 00MB Fa ProsavageDDR and Utilities Size 0 11MB Wd RoboHelp Office 3 ia SsDisplay i SaGammaz if s3infoe iia S30 verlay i Search Toolbar E Spambayes Outlook Addin 0 81 if IA Audio Driver Setup Program Figure 2 1 Add or Remove Programs Window 3 From the left side of the screen lt click gt on the Add Remove Windows Components icon The Windows Component Wizard window displays Figure 2 2 Windows Components Wizard Windows Components You can add or remove components of Windows XP To add or remove a component click the checkbox 4 shaded box means that only part of the component will be installed To see what s included in a component click Details Components CI gag Fax Services EP Indexing Service 8 Intemet Explorer El LE Internet Information Services 115 Na Management and Monitoring Tools DOMB 0 0 ME 15 9 MB 19mp 7 Description Includes Windows Accessories and Utilities for pour computer Details Back Cancel 54 MB 203139 MB Total disk space required Space available on disk Page 2 2 Installation Figure 2 2 Windows Components Wizard Chapter 2 DP DashBoard User Manual 4 lt Click gt the Internet Information Services IIS check box for install
301. or the event As resources are selected they are displayed in the Selected Resources display box Chapter 3 Calendar amp Tasks Page 97 DP DashBoard User Manual 8 10 If desired select a Customer or Vendor to add to the event Customers and or vendors selected will receive an e mail confirmation of the event NOTE If resources are selected for an event and the event is saved the administrator for each selected resource will receive an e mail notification of the event and the resources to be reserved Select the Check for Conflicts check box to automatically verify all selected attendees are available during the selected date time of the event Click the Save This Event button or Save As New Event button to save the event and update the calendar The Schedule New Event screen closes and returns to the Calendar screen Figure 3 80 displaying the new event NOTE Remember each time an event is scheduled or changed all invited attendees receive an e mail notice To Change a Calendar Event from the My Worksheet Option This function allows you to edit a calendar event from the My Weekly Calendar amp Tasks Worksheet screen Figure 3 100 Changes to calendar events listed from this screen are also updated in the Event Calendar Page 98 Weekly Calenda E Imc Company ID T Bi Calendar Events amp L e Dd EA E 09 304 10 304 e Dentist Appt o Statu Thursday March 22 2006 SF 03 004 09 004 Sales Dept Mee
302. orer 3 la xj File Edit View Favorites Tools Help ay ma Al Uploading the Image File in the Maps Category ca Company ID Company Date Back to Previous Back to Main Menu Uploading the Image File in the Maps Category Upload your own image Browse Upload Maps Image File types available for upload are gif and jpg Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 32 Uploading the Image File in the Maps Category Screen Chapter 3 DP DashBoard Admin Page 31 DP DashBoard User Manual 2 To select a different image lt enter gt the path and file name of the desired image in the Upload your own image text box or lt click gt the Browse button to select a path from your network The Choose File window displays Select the appropriate folder from the Look in pull down menu 4 Select the desired image or type in the exact filename of the image in the File name text box NOTE Images must be in jpg or gif format and not exceed 30 pixels in width 5 lt Click gt the Open button The Choose File window closes and the selected path and file name are now displayed in the Upload your own image text box lt Click gt the Upload Maps Image button The Uploading File screen displays lt Click gt the Return to Main Menu option The Upload Image Screen closes The new image is updated
303. ort Ticklers screen details Date Date tickler was created Rep Describes which representative created the tickler Description View Edit Describes the customer problem or request Clicking a component in this column opens the Add Change Tickler screen Customer Identifying alpha numeric characters associated with a customer name Created when a new customer is added to the Accounts Receivable module Customer Name Description of customer that reported the problem or request Clicking a Aging Open Items component in this column displays the Customer Aging Open Items window This lists the aging history of open items for the specified customer Phone Customer s phone number Contact Name of the main contact person for the customer account Ticket System generated number associated with the support ticket Comments Describes any additional relevant details pertaining to the tickler Page 160 Customer Support Chapter 3 DP DashBoard User Manual 2 lt Click gt the Display the Detail of All Ticklers option to review specific details on all open ticklers To Add a New Tickler This option allows you to create a new customer support tickler 1 From the Review Add Support Ticklers screen Figure 3 169 lt click gt the Add New Tickler option The Select Customer by Number Name or Phone screen Figure 3 170 displays 3 Select Customer by Number Name or Phone Microsoft Interne
304. ort to another USER ID for day to day operation of the system You may require full rights for some users such as owners and upper level managers to allow them complete access to all DP DashBoard options Page 2 36 Installation Chapter 2 DP DashBoard User Manual To Start DP DashBoard 1 Launch a current version of the Internet Explorer or Netscape Navigator browser and enter the domain name i e http dpdashboard dpro com or the IP Address i e 80 153 123 85 of the web server machine that you have setup This should load the initial login screen Figure 2 48 of the DP DashBoard system eS Data Pro Internal Site Login Information Microsoft Internet Explorer File Edit View Favorites Tools Help sak O al Eke nS Search iad GA media X O LJ Login to DP DashBoard Menu System Login Information Login Password Login Reset Powered by POWERServer Copyright c 1985 2003 by Data Pro Accounting Software In Done Internet Figure 2 48 DP DashBoard Initial Login Screen 2 Enter the user ID in the Login text box and the user password in the Password text box lt Click gt the Login button The DP DashBoard Menu System screen Figure 2 49 displays Chapter 2 Installation Page 2 37 DP DashBoard User Manual EN Microsoft Internet Explorer o l x Fie Edit view Favorites Tools Help Ar DP DashBoard Menu System Company ID Company Date A E Reports amp Drilldowns
305. ot about a single solution It is a collage of solutions facing a company in every day life This includes very complex issues like Customer Complaints and how to deal with them to the very simple things in a company like the assimilation of a company s Phone List This may not sound very significant until you interview enough companies and find out how hard it is for the average company to keep an updated phone list going With employee turnover and new hires happening at most organizations on a regular basis this can keep a good Executive Secretary busy in both large and small firms However delays in keeping this list up to date can cause confusion and frustrate new hires and existing staff alike That s why a simple feature that allows firms to dynamically generate this list whenever an employee is added or deleted from the system is quite convenient The answer is yes Is it the only reason a firm would buy this product Probably not However many firms with several locations and hundreds of employees may have a daunting task of keeping everyone up to date with who is currently on staff where they are located and how to get a hold of them The DP DashBoard system immediately solves this kind of problem One location or six hundred it doesn t matter That is the kind of internal solution the DP DashBoard system is designed to address for a company From there the company then decides what is important to management and wha
306. pdasht Change Installshield lt Back Cancel Figure 2 29 Destination Folder Window 5 lt Click gt the Next gt button to install the default folder The Ready to Install the Program window Figure 2 30 displays NOTE lt Click gt the Change button to select a different folder other than the default The default directory path is c inetpub dpdash The default web server directory in IIS is e inetpub wwwroot This default IIS directory may already have web pages installed in 1t or you may already have your own web pages installed there You may choose to install in the default IIS directory or choose the DP DashBoard installation default as shown above In either case you must configure the IIS web server to know where the DP DashBoard files are installed Chapter 2 Installation Page 2 23 DP DashBoard User Manual e DP DashBoard InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation IF you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Installshield lt Back Install Cancel Figure 2 30 Ready to Install the Program Window 6 lt Click gt the Install button to begin installing DP DashBoard The Installing DP DashBoard window displays Figure 2 31 iz DPDashBoard InstallShield Wizard Installing DP DashBoard
307. pdf 07 06 05 System Admin Standard Version Data Sheet SA100datasheet pdf 07 06 05 System Admin Client Server SQL Version Data Sheet SA695datasheet pdf 07 06 05 System Admin Small Business Version Data Sheet SA692datasheet pdf 07 06 05 Sales Order Data Sheet SOdatasheet pdf 07 06 05 Time Sheet Entry Data Sheet TEdatasheet pdf 07 06 05 E Commerce Data Sheets DP DashBoard Data Sheet dpdbdatasheet pdf 07 06 05 DP Store Data Sheet DPSTOREdatasheet pdf 07 06 05 DP AUTO Data Sheet DPAUTOdatasheet pdf 07 06 05 IA ene Figure 3 229 Marketing Documents Example The following screen Figure 3 230 is an example of the types of documents you may consider adding to the Corporate Documents section Remember all document categories and associated features can be customized and renamed Page 218 Documentation Chapter 3 DP DashBoard User Manual File Edit View Favorites Tools Help ay Corporate Documents Company ID Company Date Back to Previous Back to Main Menu Search Page New Customer Registration register pdf 07 14 03 Mail Merge mailmerge doc 07 14 03 Expense Form EXPFORM xls 07 06 05 Legal Document legal pdf 07 06 05 Data Pro Web Site http www dpro com 07 06 05 BumpAds Web Site http www bumpads com 07 06 05 If you don t have Excel Word or Adobe Reader on your Microsoft Windows computer you can download and install Microsoft s Excel 97 2000 Viewer Microsoft s Word 97 2000 Viewer or Adobe Reader
308. pgrade Utility Figure 2 9 System gt System Administrator gt Security Administrator IMPORTANT When installing the Infinity POWER products Advanced security MUST be selected rather than Standard security in order the fully deploy DP DashBoard If Standard security was selected the products can be reinstalled by running the installation utility Winstall for the Windows GUI or Dinstall for the Windows Character based products For SCO UNIX Linux users the installpwr must be run to select the Advanced version of security 2 From the Infinity POWER Security Administrator Main Menu options lt click gt the Set Up amp Maintenance menu option and select the Create Company Rights sub menu option for a new installation OR the Update Company Rights sub menu option if you are upgrading an existing installation Figure 2 10 NOTE This will make sure that your security system has been updated with all of the new security objects included with this new version Make sure that you perform this function for each company that you have created on your system Chapter 2 Installation Page 2 9 DP DashBoard User Manual Infinity POWER for Windows fist File Systems Reports Set Up and Maintenance Help Set Up Users Wide otal Set Up Groups Ly EAE d Assign Users to Groups uf Create Company Rights Update Company Rights Bp J Delete Company Rights oF Enable Company Rights Add Authority Change Authority TIT fri i Delete Authority
309. plays confirming the configuration record has been updated The window closes and returns to the DP DashBoard Administration Menu screen Setup Configure Departments This set of options allows the setup and configuration of Departments which are throughout the DP DashBoard program For instance departments are used specifically as new users are added into the system and their associated departments are assigned which automatically updates the corporate phone list with this information The departments defined also display in the pull down menus of the Event Calendar and Project Task Menu screens to select a specified department for those functions Departments can be added modified and deleted To Access the Setup Configure Departments Screen l From the DP DashBoard Administration Menu screen Figure 3 9 select the Setup Configure Departments menu option The Setup Configure Departments screen Figure 3 14 displays Page 12 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Setup Configure Departments Microsoft Internet Explorer la x File Edit View Favorites Tools Help Setup Configure Departments Company ID Company Date Back to Previous Back to Main Menu Add New Department Admin Administration BILLO1 Delete Graphics Graphics Multimedia Dept MIONES Delete MarComm Marketing Communications jsmith Delete Marketing Marketing MIONES Delete Personnel Personnel FREDO1 Delete Public Rel Public Rel
310. ported databases that include support for FoxPro dBase IV Microsoft SQL Server 2000 and IBM DB2 All networks must support a TCP IP based network protocol Page 1 8 IIS Server Introduction WARNING You cannot have a virus protection program such as McAfee or Norton Antivirus running a hawk enables scan capability on the same server as the Chapter 1 DP DashBoard User Manual CHAPTER 2 INSTALLATION PROCEDURES This chapter describes the necessary installation procedures and configuration settings that are necessary for the DP DashBoard system to operate properly The subsequent sections contain procedures that MUST be performed in the order in which they appear NOTE You must install or upgrade to Infinity POWER Version 7 2 BEFORE you install DP DashBoard Version 7 2 INSTALL MICROSOFT INFORMATION SERVER IIS The DP DashBoard system is designed to specifically take advantage of the Microsoft Information Server IIS which is typically available on systems such as Windows XP Professional Windows 2000 Server and Windows 2003 Server You will find however that during most installation procedures the IIS portion of the Windows operating system is NOT installed by default Unless it has been specifically installed by the System Administrator setting up your PC or Server during the installation of the operating system then you will need to use the following easy guidelines to install and activate this requirement Usin
311. pport ticket as either Open Resolved or Updated Problem Enter a description of the problem or request from the customer Solution Enter a description of the solution if the issue is solved Follow Up Describes follow up procedures for the support ticket Pull down menu options are Problem Resolved or Call Back Chapter 3 Customer Support Page 171 DP DashBoard User Manual Start Time Start time of the support call at the point the decision 1s made to create a ticket End Time End time of the support call Click the Set Time button to have the system automatically enter the ending time Billing Type Describes the method of billing that will be applied to the customer Total Qty Click the Calculate button to calculate the total billable time for the support call Time is based on the start time and end time of the call Billing Qty Calculates the billing amount to be applied to the customer Contract Status Status of the customer technical support contract EXP shows the customer has expired their pre paid technical support minutes Clicking the check button will force a search for a current update to this field 10 11 12 13 Select your name initials from the Support Rep pull down menu to identify you created the support ticket Enter the customer contact person reporting the problem or request in the Contact text box lt Click gt the Contract Status Check button at the bo
312. project associated with the task from the Project pull down menu Enter a description of the task in the Description text box Select the project status from the Status pull down menu Default is New Task ee a a Select the task type from the Type pull down menu Default is Unassigned 8 lt Click gt the calendar icons next to the Start End Date display box to open the calendar and select the desired start end dates for the task The calendar closes and the selected start end dated display Hint lt Click gt on lt lt to change the month or year prior to the current date or lt click gt on gt gt to change the month or year after the current date 9 Select the department associated with the task from the Department pull down menu 10 Enter specific information on the task in the Details text box 11 Enter any necessary comments about the task in the Comments text box 12 lt Click gt the Save Task button The Add Change Task screen closes and returns to the Review Tasks screen The new task displays in the list of tasks Chapter 3 Calendar amp Tasks Page 91 DP DashBoard User Manual To Change a Task This function allows you to edit a task entry from the Review Tasks screen Changes made are immediately updated to the system Review Tasks Company ID ins Company Date 04 30 03 Project Create new Sample Data Back to Previous Back to Projects Menu Add New Task Review All Task Detail My Worksheet
313. ps amp Directions Screen View Function 1 In the Setup Maps amp Directions screen lt click gt the View option from the View column Figure 3 41 for the item to be opened The document or website automatically opens for viewing Closing the document or website returns you to the Setup Maps amp Directions screen To Download a Maps amp Directions Document 1 From the Maps amp Directions screen lt right click gt the desired document to download from the Document Description column and select the Save Target As option Figure 3 42 The Save As window Figure 3 43 displays Page 42 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Setup Maps amp Directions Microsoft Internet Explorer File Edit View Favorites Tools Help Setup Maps amp Directions Company ID Company Date Back to Previous Back to Main Menu Maps amp Directions HS Replace Main Menu Title above Replace Main Menu Image above Add New Document Add New Heading Add New Link Search Page Document Description File Hame Link Last Update Security Object e 1 Company Map an i CompanyMap html Remove View e 2 Data Pros Map Open in New Window pro com dpro center areamap html Remove View Print Target Document Add New Heading Add New Link Gut Copy 7 z z 2 Copy Shortcut icument Templates Click to View Right Click to Download Paste EmployeeManual doc Add to Favorites CompanyMap html Properties B
314. pts Accrued Inventory COS Work In Process Prepaid Insurance Prepaid Expenses Prepaid Vendor Deposits Total CURRENT ASSETS 975 401 55 500 00 554 079 92 460 295 22 192 108 37 956 854 16 29 366 09 0 00 0 00 1 115 81 5 285 10 50 864 00 92 914 19 0 00 0 00 0 00 0 00 12 793 25 112 94 394 111 16 96 800 00 450 00 0 00 3 611 636 88 Back to Main Menu 975 401 55 500 00 554 079 92 460 295 22 192 108 37 956 854 16 29 366 09 0 00 0 00 1 115 81 5 285 10 50 864 00 92 914 19 0 00 0 00 0 00 0 00 12 793 25 112 94 394 111 16 96 800 00 450 00 0 00 3 611 636 88 Figure 3 124 Current Assets Drilldown Report Example Page 120 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 2 lt Click gt a Balance in either the M T D Account or Y T D Account columns Figure 3 125 to drilldown and display the next report level containing the detailed balance information Figure 3 126 3 Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date CURRENT ASSETS Back to Previous Back to Main Menu accounta JDescrintion Tak Amount V T Amount 11100 Cash in Bank Bank of America 975 401 55 975 401 55 11105 Petty Cash 500 00 500 00 11110 Cash in Bank South Trust Bnk 554 079 92 11120 Ca
315. r BENH BILLO1 dpall ELL1 SODAY suppuser sysadm User Name Admin User Department Admin Position Administrator Location Main Office User Name Accounts Payable User Department Admin Position Location User Name Accounts Receivable User Department Sales Position Location User Name Ben Hannon Department Sales Position Sales Representative Location Orlando Office User Name 1234567890123456789012345678 Department Admin Position Location User Name All DP Users Department Sales Position Location User Name Elliott Smith Department Sales Position Sales Representative Location New York NY User Name Sean O Day Department Admin Position President Location Miami FL User Name Department Position Location User Name System Administrator Department Sales Position Administrator Location St Pete Office Phone 727 803 1500 Ext 505 Cell Phone 813 918 8891 E Mail jsmith dpro com Salesman HOUSE Phone Ext Cell Phone E Mail Salesman BM Phone Ext Cell Phone E Mail Salesman BM Phone 407 555 1216 Ext 604 Cell Phone 407 555 1284 E Mail bhannon dpro com Salesman HOUSE Phone Ext Cell Phone E Mail Salesman BM Phone Ext Cell Phone E Mail Salesman BM Phone 202 803 1896 Ext 896 Cell Phone 202 644 1537 E Mail esmith dpro com Salesman HOUSE Phone 305 851 5115 Ext 5115 Cell Phone 305 611 5151 E Mail s
316. ract 202 00 79 80 16 119 60 12 120 00 Conners Charles S 51362 Framing Labor 80 00 Hrs 0 00 0 00 1 325 00 Elliot Frank 51362 Framing Labor 40 00 Hrs 0 00 0 00 675 00 Franklin Albert T 51362 Framing Labor 40 00 Hrs 0 00 0 00 662 50 Gordon Jim 51362 Framing Labor 48 00 Hrs 0 00 0 00 795 00 Elliot Frank 51562 Roofing Labor 80 00 Hrs 0 00 0 00 1 350 00 Franklin Albert T 51562 Roofing Labor 80 00 Hrs 0 00 0 00 1 275 00 Gordon Jim 51562 Roofing Labor 80 00 Hrs 0 00 0 00 1 275 00 Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v A E Figure 2 161 Accounts Receivable Aging amp Drilldown gt Normal Due Date Aging Report gt Customer Drilldown gt Invoice Drilldown Report example 2 of 2 Page 152 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual IMPORTANT NOTE If you do NOT want certain employees to see the Cost Amount then you need to go into the Infinity POWER Advanced Security Module gt Set Up Groups or Users select By Option select AR module Turn off rights to Cost Inquiry This will hide the COS Amount column in this drilldown report The following table describes the Accounts Receivable invoice drilldown report details Trans Date Date of the transaction Transaction Num Transaction number associated with the selected invoice Trans Type Descri
317. rd User Manual NOTE When the company has a cash inflow into the business relative to a specific account or category 1t will be reflected on this report as a positive number Accounts or categories that have used cash and created a cash outflow during this period will reflect negative amounts To Display a Statement of Cash Flows 1 From the Financial Statement Drilldown Reports Screen select a Cashflow Financial Statement format defined in your system In the INS Sample Co this would appear as Cashflow Statement of Cash Flows in the Financial Statement Format pull down menu The Statement of Cash Flows report displays Figure 3 127 y Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Statement of Cash Flows Back to Previous Back to Main Menu Net Income 80 431 18 626 339 25 Account Range 12120 to 12120 25 467 49 25 467 49 Account Range 12220 to 12220 0 00 0 00 Account Range 12420 to 12420 33 056 60 33 056 60 Account Range 12620 to 12620 11 981 11 11 981 11 Account Range 12820 to 12820 23 604 17 23 604 17 Account Range 11300 to 11800 1 429 251 82 1 429 251 82 Account Range 21200 to 26999 698 675 43 698 675 43 Account Range 12000 to 12000 53 000 00 53 000 00 Account Range 12100 to 12100 365 681 87 365 681 87 Account Range 12200 to 12200 0
318. re outside the range of the Define Aging categories Total Displays the total amount owed to the specified vendor Chapter 3 Reports amp Drilldowns Page 137 DP DashBoard User Manual To Drilldown an Accounts Payable Aging Drilldown Report 1 lt Click gt a component in the Name column Figure 3 146 of the Past Future Due Aging report to drilldown by customer and display the next report level e g Bower s Roofing Supplies The Past Future Due Aging screen displays Figure 3 147 depending on the criteria selected Z Accounts Payable Aging amp Drilldown Microsoft Internet Explorer Y la x Fie Edt View Favorites Tools Help a Accounts Payable Aging Drilldown E Company ID Company Date Back to Previous FRUS Due Aging Back to Main Menu endore fname Current Due 1 7 Days 8 14Days Over tanays other Total Bow Bower s Roofing Supplie 0 00 2 430 00 0 00 81 360 00 9 040 00 92 830 00 FLO1 Florida Lumber Inc Ww 0 00 25 830 00 0 00 45 270 00 7 900 00 79 000 00 NCNB NCNB National Bank numgbvecene 0 00 0 00 2 030 39 400 88 0 00 2 431 27 s s S amp S Sub Contractors AA 0 00 0 00 15 084 00 64 692 00 8 616 00 88 392 00 SUN1 Suncoast Concrete Supplies 0 00 2 050 00 0 00 61 196 94 8 930 53 72 177 47 Totals 0 00 30 310 00 17 114 39 252 919 82 34 486 53 334 830 74 Back to Previous Fatura Dus ng Back to Main Menu Powered by POWER Ser
319. reated previously from a prior Data Pro software download please do not save the file elsewhere but create this directory on Drive C of your IIS PC or Server The Save As window Figure 2 24 displays aoe CP ie Page 2 20 lt Click gt the down arrow in the Save In scroll list and then lt click gt the dpdownload directory Verify that DPDashSetup exe is the file name in the File name display box Verify that Application is selected in the Save as type display box lt Click gt the Save button to save the file in the selected directory Saveas a Save in E dpdownload gt OP My Recent Documents Desktop 2 My Documents er My Computer E AER File name DPD ashSetup exe v Places Save as type Application v Cancel Le Figure 2 24 Save As Window NOTE Once this file is saved you may use the Windows Explorer to go to the dpdownload directory and double click on the DPDashSetup exe to begin the installation process The following section will guide you through the installation process of the DP DashBoard Installation Chapter 2 DP DashBoard User Manual To Install DP DashBoard on the ITS Server 1 Using the Windows Explorer utility go to the dpdownload directory Figure 2 25 and locate the DPDashSetup exe program GD Fobi this he to the wes 5 Estres this Fle Pe Delete this fis See Local Disk 01 E My Documents Fy Computer Wid My Matvrrt Places Figure 2 25
320. reen closes and returns to the Calendar screen Figure 3 80 displaying the modified event Project Task Menu This menu system option provides the capability to view tasks by category 1 e your personal tasks tasks specific to a department and all assigned tasks You can also view tasks by project When tasks are all completed for a project the project as a whole can be marked as complete and removed from the list of tasks From the Project Task Menu option you can also add new tasks review all task details and open the My Weekly Calendar and Worksheet screen NOTE If you have integrated the DP AUTO product the CalendarAlerts script will send an email notification of upcoming calendar events and the CalendarWorksheet script will email a daily worksheet of calendar events and pending tasks Chapter 3 Calendar amp Tasks Page 85 DP DashBoard User Manual The following screen illustrates where the Calendar amp Tasks gt Project Task Menu option Figure 3 89 1s located on the DP DashBoard Menu System screen Data Pro ACODUNTING a SOFTWARE INC Calendar Tasks Ef Event Calendar m7 Project Task Menu HB My Worksheet hs DP Dashboard Admin ao DP DashBoard Config 2 Color Styles Setup Tips Tricks Ray Sheds Light Figure 3 89 Calendar amp Tasks gt Project Task Menu To Access the Project Task Menu Screen 1 On the left
321. reen displays Figure 3 185 Chapter 3 Customer Support Page 179 DP DashBoard User Manual 3 Add a Customer Microsoft Internet Explorer 8 x File Edit View Favorites Tools Help Add a Customer Company ID Company Date Add a New Customer Profile Please enter the new Customer Number and Name and select Add this Customer Customer Number l Customer Name Add this Customer Back to Previous A E aE TEG Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y E Done r T fe Internet Figure 3 185 Add a Customer Screen 2 Enter a new customer number in the Customer Number text box that identifies the customer The customer number may consist of a maximum of ten 10 alpha numeric characters 3 Enter the name of the customer in the Customer Name text box The customer name may consist of up to thirty 30 alpha numeric characters 4 lt Click gt the Add this Customer button The Change Customer Profile screen displays Figure 3 186 Page 180 Customer Support Chapter 3 DP DashBoard User Manual 3 Change Customer Profile Microsoft Internet Explorer E 18 x Change Customer Profile Company ID Company Date Back to Previous Add New Customer Information Back to Main Menu Show or Hide Ship To Profile for Customer DFLB1 Customer Name Diana s Flower Boutique Address 1 AAA Address 2 a City AAA
322. rites Tools Help DATA PRO Company Configuration m Sor 3 Company ID Company Date Back to Previous Back to Main Menu Add New Company 1 Infinity Sample Company Inc ins Remove 2 Orlando Location ind Remove 3 Miami Location in2 Remove 4 Consolidated Sample Company ind Remove Add New Company Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT KA Figure 3 54 Company Configuration Screen Modify Function 1 Inthe Company Configuration screen Figure 3 52 lt click gt the list item to be modified in the Company Name column The Changing Company screen displays Figure 3 55 indicating the line number of the item to be modified Chapter 3 DP DashBoard Admin Page 53 DP DashBoard User Manual 3 Changing Company on Line 1 Microsoft Internet Explorer E a x File Edt View Favorites Tools Help a Changing Company on Line 1 Company ID Company Date Back to Previous Back to Main Menu Company ID fins Company Name Infinity Sample Company Ine Change Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 55 Changing Company Screen Modify Function The following table describes the associated properties that can be modified for each company ltem Type Propertie
323. rked Enter the number of hours worked for the specified employee Change Timesheet Click the Change Timesheet button to make any modifications to the current timesheet Select a user to assign to the task form the Assigned pull down menu Default is adminuser Select the priority of the task from the Priority pull down menu Default is Urgent Select the project associated with the task from the Project pull down menu Enter a description of the task in the Description text box Select the project status from the Status pull down menu Default is New Task ey a oe A a Select the task type from the Type pull down menu Default is Unassigned 8 lt Click gt the icons next to the Start End Date display box to open the calendar and select the desired start end dates for the task The calendar closes and the selected start end dated display Hint lt Click gt on lt lt to change the month or year prior to the current date or lt click gt on gt gt to change the month or year after the current date 9 Select the department associated with the task from the Department pull down menu 10 Enter specific information on the task in the Details text box 11 Enter any necessary comments about the task in the Comments text box 12 lt Click gt the Save Task button The Add Change Task screen Figure 3 94 closes and returns to the Review Tasks Figure 3 93 screen The new task displays in the list of tasks To Change a Ta
324. rmal i Back to Previous Back to Main Menu e Me o ant a Run 10 511 Infinity POWER Sample Company Inc Page 1 04 13 2006 Balance Sheet 2 02 09 2005 02 09 2005 ASSETS CURRENT ASSETS Cash Savings 707 397 79 Petty Cash 225 00 Cash in Bank General 2 431 96 Cash in Bank Payroll 328 262 58 Notes Receivable 500 00 Accounts Receivable Customer 671 969 31 Accounts Receivable Other 31 907 80 A R Orlando Warehouse 1 115 81 A R Miami Warehouse 5 285 10 Inventory Tampa Main Office 94 619 20 Accrued Inventory Receipts 26 782 04 Accrued Inventory COS 2 402 71 Work In Process 451 946 67 Intercompany 15 553 27 Prepaid Insurance 800 00 Prepaid Expenses 450 00 Prepaid Vendor Deposits 200 00 TOTAL CURRENT ASSETS 1 595 389 54 FIXED ASSETS Land 53 000 00 Buildings 224 813 00 Buildings Accum Deprec 17 505 37 Equipment L27 192 28 Equipment Accum Deprec 7 951 19 Furniture 27 635 35 Furniture Accum Deprec 8 757 05 Automobiles and Trucks 32 675 42 utos Trucks Accum Deprec 13 979 391 TOTAL FIXED ASSETS 433 624 73 EI E Print In PDF format r Internet Figure 3 116 Balance Sheet Report Screen Normal Example Chapter 3 Reports amp Drilldowns Page 113 DP DashBoard User Manual NOTE lt Click gt on the PDF icon in the top left of the report to display a printable PDF version of the report 5 lt Click gt the lt lt Back to Previous option to request a
325. rmation on Tickler Tickler Date 111303 support Rep Pub Customer HOME1 Customer Name Home Depot Inc Contact Dennis Livingway Phone Number 813 289 0040 Figure 3 172 Open Support Ticklers screen Page 164 Customer Support Chapter 3 DP DashBoard User Manual NOTE To quickly find details on a specific tickler use the Search Page option to perform a keyword search on this screen 2 lt Click gt the al icon to print the details for all open ticklers x 3 lt Click gt the icon to return to the Review Add Support Ticklers screen Figure 3 169 To Modify a Tickler This function allows you to make changes to existing ticklers in the Information on Tickler section of the Add Change Tickler screen Figure 3 171 1 From the Review Add Support Ticklers screen lt click gt the desired component in the Description column to open the tickler to be modified The Add Change Tickler screen displays Figure 3 171 2 Make any desired changes to the Customer Information section e g the customer may now have a different contact person 3 lt Click gt one of the following buttons to save the modifications to the tickler a lt Click gt the Save Tickler button Add Change Tickler screen Figure 3 171 closes and returns to the Review Add Ticklers screen The new tickler is now added to this screen OR b lt Click gt the Save and Create Ticket button to save the tickler and create a new customer support ticket The
326. roduction Chapter 1 DP DashBoard User Manual 3 DP DashBoard Menu System Microsoft Internet Explorer File Edit View Favorites Tools Help DP DashBoard Menu System Company ID Company Date Calendar amp Tasks Maps amp Lists EH Event Calendar Accounts Receivable Aging 8 Drilldown Maps amp Directions 5D Project Task Menu Accounts Receivable Sales Reporting amp Drilldown 89 Internal Phone List ES my Documentation in Review Add Ticklers YY Marketing Documents Review Add Customer Support Tickets Search for Customer Support Ticket Corporate Documents Y Support Documents Change Customer Profile Tips Tricks Add a New Customer Profile Y Sales Documents Fy Ray Sheds Lig YY Technical Documents HELP Powered by POWER Server Copyright 1985 2004 by Data Pro Accounting Software Inc version 6 7 EXIT v Ii E Figure 1 2 DP DashBoard Menu System Screen Accounts Receivable Options Only The list of menu options is greatly reduced This is why upper management ownership has to be involved from the beginning with a deployment of this product Who and what needs to be identified and decided upon from the beginning as to what each user 1s going to be allowed to see and do throughout the system So far we have just touched upon a few of the features included in the DP DashBoard product There is far more This includes a company wide calendaring system You may say I already use Microsoft Outlook or a product lik
327. rofile Add a New Customer Profile Add New Sales Order View an Existing Sales Order View an Existing Purchase Order Inventory Item Inquiry View Inventory Sales History by Customer Review Add Timesheets Timesheet Report Custom Applications HELP Powered by POWER Serwer Copyright 1985 2005 by Data Pro Accounting Software Inc version 7 0 EXIT v internet Figure 3 1 DP DashBoard Menu System Screen Chapter 3 Using DP DashBoard Page 3 1 DP DashBoard User Manual The following table describes the breakdown of this chapter and where you can find specific information Section in Chapter What You Will Find Calendar amp Tasks Overview and detailed procedures on how to use all the features in the Event Calendar and Project Management functions DP DashBoard Admin Overview and detailed procedures on how to configure your entire DP DashBoard program Functions include configuring all details of the event calendar tasks documentation management maps and directions to your company and color settings Reports amp Drilldowns Overview and detailed procedures on how to use all the features for running reports and performing drilldowns Categories include Perform General Ledger Company Consolidation Balance Sheet Income Statement Financial Statement Drilldown Bank Account Balances Accounts Payable Aging and Drilldown Accounts Payable Transactions amp Drilldown Accounts Receivable Aging and Drilldown A
328. rtial name of the customer in the Customer Name text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets OR c Enter the phone number of the customer in the Customer Phone text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Review Customer Support Tickets screen displays Figure 3 175 listing any tickets NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER program A Review Customer Support Tickets Microsoft Internet Explorer a x File Edit View Favorites Tools Help Review Customer Support Tickets Company ID Company Date Cust TEDS1 Customer Aging Phone 813 985 1121 Co Name Ted s Sheds Inc Fax 613 985 1684 Contact Ted Jackson Email ted sheds com Address 15001 Fowler Ave Special Commercial Tampa Fl 33625 View Inventory Sales History Region FL Schedule New Event Add New Ticket Review All Tickets for Ted s Sheds Inc Review All Prior Year Tickets for Ted s Sheds Inc Back to Previous Back to Main Menu Search Page Ticket Change Seriar ate Contact status rep Bin To cust 1051 10 12 04 Ted Jackson Resolved Pub RWCH 1052 10 12 04 Ted Jackson Resolved Pub JONJ1 1053 10 12 04 Ted Jackson Resol
329. rvice extension 88 l dbmilitana f dpdashdemo Allow all Web service extensions For a 61 48 Administration specific application H o EE Prohibit all Web service extensions El my Web Service Extensic e Open Help H a Default SMTP Virtual a 4 Extended A Standard Figure 2 40 Active Server Pages gt Allow Option To Start the IIS Web Server Process The IIS web server process must be initiated 1 From the Computer Management screen Figure 2 34 lt right click gt on Default Web Site and select the Start menu option E Compuler Menagernent SORIA i system Tools _ Defauk Web Ste E Event Wener Ed Shared Folders E Local Lisers and Grouces Es Pefoemance Logs and Alerts El Sit Services and Appications Series TAL Goring E SS Indexing Service E YY intenet Information Service El Web stes iy Daf aul STF Wiri Sar Figure 2 41 Default Web Site gt Start Chapter 2 Installation Page 2 31 DP DashBoard User Manual To Give Full Control Security Rights to IIS Server To ensure that the IIS web server has the necessary operating system rights to upload files in the DP DashBoard document management option a local user needs to be added with Full Control security rights After starting the IIS web server perform the following steps 1 From the Windows main menu lt right click gt the Start button and select the Explore menu option 2 From the left side panel in the Windows
330. s Month Y ear with both the prior month s actual account balances and the prior year s actual account balances for the same month 6 Month Trend Prints a Balance Sheet that compares the current month s actual account balances with the previous five 5 month s actual account balances even if the previous months occurred in a prior year To run this version of the report you must have data files in the prior year 1f the date range selected crosses back into a prior year Otherwise a warning displays and the report will not run If you do not desire to create prior year s data files simply run the report with the system date set to the sixth fiscal period of the year or higher 2 Select the desired Balance Sheet from the Balance Sheet Format pull down menu Select the desired report type from the Report Type pull down menu The report type options are pre defined based on the configuration defined in the Infinity POWER General Ledger module 4 lt Click gt the View Report button The Balance Sheet Report screen Figure 3 116 displays containing the specified report information NOTE The Run Date and Time information appearing at the top half of the report may be turned ON or OFF in the master configuration A Balance Sheet Report Microsoft Internet Explorer E x File Edit View Favorites Tools Help ay Balance Sheet Report mens y NC Company ID Company Date i Balance Sheet No
331. s Comp 1 305 48 3 816 25 63500 1 Insurance Worker s Comp 0 00 0 00 63500 2 Insurance Worker s Comp 0 00 0 00 RANNAN Nffice Cleaninna Fynensce n nn n nn Y E Internet y Figure 3 134 Operating Expenses Drilldown Report example Page 128 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 2 lt Click gt a component in either the M T D Account or Y T D Account columns Figure 3 135 to drilldown and display the next report level containing the detailed income information Figure 3 136 e Financial Statement Drilldown Report Microsoft Internet Explorer Fie Edit View Favorites Tools Help Financial Statement Drilldown Report Compa ny ID Company Date lt Back to Previous 60000 60000 1 60000 2 60100 60100 1 60100 2 60500 60500 1 60500 2 61000 61000 1 61000 2 61500 61500 1 61500 2 62000 62000 1 62000 2 63000 63000 1 63000 2 63500 63500 1 63500 2 anan http dpdashboard dpro com reports drilldown3 asp AccNum 60100 amp 4ccDesc Wages and SalariestDateRange YTD Inter Dept Payroll Transfers Inter Dept Payroll Transfers Inter Dept Payroll Transfers Wages and Salaries Salaries Commercial Salaries Residential OH Expense Allocation OH Expense Allocation OH Expense Allocation Advertising Expense Advertising Expense Advertising Expense Automobile Expense Automobile Expense Automobile Expense Bad Debt Expenses Bad Debt Expenses Bad
332. s Tools Help Changing Resource LAPTOP1 Company ID Company Date Back to Previous Back to Main Menu Changing Resource LAPTOP1 Resource ID LAPTOP1 Description Laptop Notebook 1 Manager Admin User gt Change Back to Previous lt Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 A v Figure 3 27 Changing Resource Screen Make desired changes to the resource identification in the Resource ID text box Make desired changes to the resource identification in the Description text box lt Click gt the Change button A message displays confirming the database record has been updated The window closes and returns to the Setup Configure Resources screen Figure 3 24 where the changes are now listed To Delete a Resource This option allows you to remove a resource from the DP DashBoard system database Once a resource is deleted from the system it is no longer available in the Calendar Project Management or other functions associated with resources within the program Chapter 3 DP DashBoard Admin Page 27 DP DashBoard User Manual 3 Setup Configure Resources Microsoft Internet Explorer File Edit View Favorites Tools Help a TF Y al Qu pieced Setup Configure Resources A l pi SOFTWARE INC Company ID Company Date Back to Previous lt Back to Main Menu Add New Resource Conference Main Conference Room scott Del
333. s could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then leave this option blank See Step 6 NOTE in the To Add a New Maps amp Directions Document section for further explanation 4 lt Enter gt the specific security code i e GLO202 in the Security System Object text box NOTE The Security System Module and Security System Object categories must be entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module See the Security Objects Definitions Reference Manual found in your System Administrator User Manual for a listing of security objects by module and their definitions lt Click gt the Add Heading button A message displays confirming the document index has been updated lt Click gt the Return to Menu option The Adding New Maps Heading screen closes and the new heading now displays as a list item in the Setup Maps amp Directions screen as well as in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Page 36 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Add a New Maps Directions Link This option allows you to add a new link to a website in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen Perform the following steps to add a new link 1 From the
334. s representative has access to the customer s payment history as well as previously taken notes on the customer s account Additionally users can perform an inquiry on any previously entered order in the system for that customer using the View an Existing Sales Order option The following screen illustrates where the Sales amp Purchasing gt Add New Sales Order option is located on the DP DashBoard Menu System screen Figure 3 189 Add Hew pales Order View an Listing Sales Order View an Existing Purchase Order Inventory tem Inquiry View Inventory Sales History by Customer Custom Applications Figure 3 189 Sales amp Purchasing gt Add New Sales Order Chapter 3 Sales amp Purchasing Page 183 DP DashBoard User Manual To Add a New Sales Order 1 In the center of the DP DashBoard Menu System screen select the Add New Sales Order option from the Sales amp Purchasing section The Add New Sales Order gt Select Customer by Number Name or Phone screen Figure 3 190 displays A Enter Sales Order Customer Number Name or Purchase Order Microsoft Internet Explorer 5 x File Edit View Favorites Tools Help a Enter Sales Order Customer Number Name or Purchase Order El Company ID Company Date View a Specific Sales Order Please enter the Sales Order Customer Number Name OR Purchase Order for this option Sales Order Number Search Customer Number Search Customer Name
335. s to Modify Company ID An alpha numeric text string that consists of three characters that identifies the company Company An alpha numeric text string that consists of 40 characters that describes the company Name name Make the desired changes in the Company ID and Company Name text boxes lt Click gt the Save Changes button A message confirms the company index has been updated lt Click gt the Return to Menu option The window closes and returns to the Company Configuration screen where the list of companies is now updated with the new changes The modifications are also updated throughout all applicable sections of the DP DashBoard program Page 54 DP DashBoard Admin Chapter 3 DP DashBoard User Manual To Remove a Company This option allows you to delete companies once they have been added to the list of companies in the Company Configuration screen NOTE Removing a company will affect all functions throughout the DP DashBoard system where selecting a company 1s possible 3 Company Configuration Microsoft Internet Explorer a x Fie Edit view Favorites Tools Help Company Configuration Company ID Company Date lt Back to Previous lt Back to Main Menu Add New Company Infinity Sample Company Inc ins Remove 5 Orlando Location ind Remo 3 Miami Location in2 Remove 4 Consolidated Sample Company ind Remove Add New Company Back to Previous Back to Main
336. scachevereinsecescecunvesceesscessassuveseecsececagevssasesenseseasvensseeccnses 3 159 Review add ce is ess delros 3 159 TOR VIC We ISO A OIC DS ratos as 3 160 To Adda New Me ottobre 3 161 To Review mekler Deals iene aE E EE a e N 3 164 To Modity a Melero 3 165 Review Add C ustomer Support MEKE S ett aid me ademiatasauitaddaets ieseidies 3 165 TOREVIEW a Customer SUPPOLl LICK ar lts died 3 166 To Add a Customer Support bici 3 169 To Change a Customer SUPPO Tekken did dci 3 172 Search tor Customer support MIC KCl ac 3 173 TO Seatcly tora Customer Support TIEKE riada linda la acia Dal 3 174 Change ustomer Prone tarda dla 3 175 To Chance a Customer Protile atlas 3 176 Adka New Customer Prol ala 3 179 To Add New Customer PTON Ie soa eae 3 179 Fo Add Additional COMAS aa aiii 3 181 SALES PURCHASING cuireann aaa asaite oaa a aaa iaaa 3 183 AAE NEW Salles OA AS OA 3 183 To Add a New Sales Oda 3 184 View al bE xistinG Sales Odia ass 3 193 TO View an Exist o Sales GOUIET it N 3 194 New am xIS Ne Purchase Oder cit caia 3 196 To View an xistine Purchase Orde cl 3 197 RVC LO Rey Mem QU ca 3 199 To Pertorman Inventory tem MUI it 3 200 View Inventory Sales History DY CUSTOM nod leeis 3 202 To View a Customer s Historical Sales HIStory cooooooooooooccccnnnnncnnnonnnnnonononnnonnnnnnnnnnnnnnnnnnnnos 3 203 PAYROLL TIMESHEETS ssicscvccesenssccscsctvcasseveveccucsenacecedsvtencsenenavessvecevccewavscecspescnnstwaxsvecencseced
337. select a new image icon The Uploading the Image File in the Documents Category screen Figure 3 64 displays Chapter 3 DP DashBoard Admin Page 61 DP DashBoard User Manual E Uploading the Image File in the Marketing Documents Category Microsoft Internet Explorer File Edit View Favorites Tools Help Uploading the Image File in the Marketing Documents Category Company ID Company Date Back to Previous lt Back to Main Menu Uploading the Image File in the Marketing Documents Category Upload your own image Browse Template Image 1 Y Please Note If you choose to upload your own image the file formats available for upload are gif or jpg E Template Image 2 files however the image should be 30 pixels wide or it will be reduced Template Image 3 Upload Marketing Documents Image File types available for upload are gif and jpg Back to Previous lt Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 AL Figure 3 64 Uploading the Image File in the Documents Category Screen Marketing Documents Example 2 To select a different image lt enter gt the path and file name of the desired image in the Upload your own Image text box or lt click gt the Browse button to select a path from your network The Choose File window displays 3 Select the appropriate folder from t
338. ser Manual 3a If you are running Windows XP scroll down and lt double click gt the Web Sites folder then lt right click gt on Default Web Site and select the Properties option The Default Web Sites Property window 3b 4 From the Properties window specify all of the setup parameters of this web site displays Figure 2 36 left image If you are running Windows 2003 scroll down and lt double click gt the Web Sites folder then lt right click gt on DP DashBoard and select the Properties option displays Figure 2 36 right image Default Web Site Properties HTTP Headers ISAPI Filters Web Site Identification Custom Errors Home Directory Server Extensions Directory Security Web Site Documents efault Web Site All Unassigned TCP Port 80 Description IP Address Y Advanced Connections Connection Timeout HTTP Keep Alives Enabled 300 seconds Enable Logging Active log format W3C Extended Log File Format 9 Foreros Windows XP Figure 2 36 Default Web Site Properties Window The DP DashBoard Properties window dpdashboard Properties bi x HTTP Headers Custom Errors Server Extensions 2002 Performance ISAPI Filters Home Directory Documents Directory Security BITS Server Extension Web Site Web site identification Description dashboard IP address 66 1 92 239 101 e Advanced TCP port 20 SSL port M Connec
339. server 1s turned on or rebooted 6 Type exit and press Enter on the keyboard to close the command prompt window To Begin POWERServer for the First Time Once the POWERServer has been installed as a service you must start the process for the first time 1 From your Windows desktop lt right click gt on the My Computer icon Mia menu option The Computer Management window displays Figure 2 21 and select the Manage Chapter 2 Installation Page 2 17 DP DashBoard User Manual E Computer Management OS E Computer Management OS Management oj xj Lal File Action View Window Help gt EJ E AL 2 T TE e E E Event Viewer E a epee Rolle FS Services and Applications Sl Local Users and Groups i Performance Logs and Alerts 2 Device Manager a S Storage Removable Storage B Disk Defragmenter E Disk Management oe s Services and Applications Figure 2 21 Computer Management Window 2 From the menu on the left lt click gt the Services and Applications option and then select the Services sub option A list of services installed on your system displays in the right window A list of services installed on your system displays in the right window Page 2 18 NOTE If the POWERServer application or your accounting data resides on a network server which require a specific path or security rights to be defined you must change the Log On to be a valid network user and password lt Right click gt on
340. ses and returns to the Review Tasks screen The task displays with a green line crossing though 1t to indicate 1t has been completed NOTE This option can also be performed when adding a task for the first time see the To Add a Task section Page 92 Calendar amp Tasks Chapter 3 DP DashBoard User Manual To Remove a Task This option removes a selected task from the Review Tasks screen Review Tasks _ Company ID ins Company Date 04 30 03 Project Create new Sample Data Back to Previous Back to Projects Menu Add New Task Review All Task Detail My Worksheet CRISS EIR es _ _ Se_IS SSR ICES ESC 360 Urgent R and D Create AP Sample Data msmith Assigned New Task 092203 101503 Lo Urgent R and D Create new TET Data Create GL Sample Data apuser Assigned New Task 092203 101503 Add New Task Review All Task Detail My Worksheet Back to Previous Back to Projects Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 96 Review Tasks Screen Remove Task Function 1 From the Review Tasks screen lt click gt the in the Task column for the task you want to remove Figure 3 96 A dialog box displays confirming the intent to delete the specified task 2 lt Click gt the OK button in the dialog box to delete the task and return to the Project Tasks Menu screen Figure 3 90 OR 3 lt Click gt the Cancel button terminate the remove f
341. sh Payroll South Trust Bnk 11200 Notes Receivable Owners 11300 Accounts Receivable Customer 956 854 16 Month bo Date 1854 16 11310 Accounts Receivable Other 29 366 09 PES o 11320 AJR Employee Receivables 0 00 0 00 11350 AJR Tampa Main Office 0 00 0 00 11355 AJR Orlando Warehouse 1 115 81 1 115 81 11360 AJR Miami Warehouse 5 285 10 5 285 10 11390 Intercompany Account 50 864 00 50 864 00 11400 Inventory Tampa Main Office 92 914 19 92 914 19 11405 Inv Orlando Warehouse 0 00 0 00 11406 Inventory Miami Warehouse 0 00 0 00 11410 Inventory Supplies Tampa 0 00 0 00 11420 Inventory Finished Products 0 00 0 00 11430 Accrued Inventory Receipts 12 793 25 12 793 25 11440 Accrued Inventory COS 112 94 112 94 11450 Work In Process 394 111 16 394 111 16 11600 Prepaid Insurance 96 800 00 96 800 00 11700 Prepaid Expenses 450 00 450 00 11800 Prepaid Vendor Deposits 0 00 0 00 Total CURRENT ASSETS 3 611 636 88 3 611 636 88 r http dpdashboard dpro comfreports drilldown3 asp AccNum 111108AccDesc Cash in Bank South Trust Bnk amp DateRange MTD D ntent O 3 Figure 3 125 Financial Statement Drilldown gt Balance Sheet gt Current Assets gt Cash in Bank example Chapter 3 Reports amp Drilldowns Page 121 DP DashBoard User Manual E Financial Statement Drilldown Report Microsoft Internet Explorer I File Edit View Favorites Tools Help
342. sheet pdf 07 06 05 Purchase Order Data Sheet POdatasheet pdf 07 06 05 Point of Sale Data Sheet scaly Saheb POSdatasheet pdf 07 06 05 Payroll Data Sheet Properties PRdatasheet pdf 07 06 05 Report Writer Data Sheet RWdatasheet pdf 07 06 05 Figure 3 231 Documents Section gt Download Document Function Marketing Documents Example Save in E Documents Oc My Recent Documents Desktop So My Documents qE My Computer mm go My Network File name Employeem anual doc T h Places Save as type Microsoft Word Document y Cancel Figure 3 232 Save As Window Select the desired directory to download the file into from the Save In pull down menu If desired rename the document in the File Name pull down menu If appropriate change the file type in the Save as type pull down menu a a lt Click gt the Save button The document saves in the selected directory as the file name type specified Page 220 Documentation Chapter 3 DP DashBoard User Manual To View a Document or Link 1 On the right side of the DP DashBoard Menu System screen select the desired Documents i e Marketing Documents Corporate Documents etc option from the Documentation section Figure 3 234 The appropriate Documents screen displays Maps Lists Maps amp Directions Z Internal Phone List Documentation BJ Marketin bg Era A R9 Support Documents E Sales Documents da Technical Documents Figure 3 23
343. sing Chapter 3 9 Chapter 3 DP DashBoard User Manual File Edit View Favorites Tools Help ay Sales Order Detail y a Company ID Company Date Customer Name Allens Hardware Shops Inc Order Date 02 01 05 Salesman JF Price Level 4 Description Invoice Terms Net 30 Change Order Header Info Customer PO 1535 Back to Previous lt Back to Main Menu Part Description U M Quantity Price Totals 606107 2 Wire Clamp EA 150 00 1 12 168 00 x 305011688 12 2 x 4 Pine Boards EA 500 00 8 41 4 205 00 x 301402200 Roofing Shingles Box 100 00 165 60 16 560 00 x Total 20 933 00 Discount 1 046 65 Tax 0 00 Freight 50 00 Order Total 19 936 35 Add New Inventory Item Clear Order Detail Save Order View Add Notes Detail View Inventory Sales History View Customer Payment History Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1 EXIT y E Done gg Internet Figure 3 196 Sales Order Detail Inventory Items Selected NOTE To edit an item on the order lt click gt the Part to make edits to that item To remove an item from the order lt click gt the red X next to the Total column of the item to be removed lt Click gt the Save Order button to save all selections to this sales order The Save Sales Order screen Figure 3 197 displays Notice that they system automatically generates a sales order
344. sisesissesseccssessinacuessessssesicudsassteudssusdscccuevaddassegasisezeseuess 2 15 To Configure POW ER Server OplONS ii a A a id 2 15 SETUP POWERSERVER AS A WIN32 SERVICE ON THE SERVER ccccsccccceeeeeees 2 16 TOSC UPPFPOWER SEVO incisos 2 17 Lo Besin POWER Server for the First TIME sisendi aeaea ea a EEEE A 2 17 INSTALL DP DASHBOARD ON TIS SERVER ssssssssssssccccccssssssssscccscccessssssccccsscessscceees 2 20 BEE SONB C nerra e e see 2 20 To Install DP Dashboard on the JLS Servei iaa 2 21 CONFIGURE THE HS WEB SERVER sarirani a r ina 2 27 To Conticute tie LES Web Server ceneni a cot eee 2 28 To Allow Active Server Pages Windows 2003 Only o oooooooononnccccncnonnnnncnnnnonnnnonononcnnnccnnnnnnnnnos 2 31 To Startthec US Web Server Processi tao 2 32 To Give Full Control Security Rights to IDS Server rom ai a E R ay 2 33 LAUNCH BROWSER AND ENTER URL OF DP DASHBOARD SERVER ssceeooee 2 37 Vo Stan DP Dash Oat li 2 38 CHAPTER 3 USING DE DASH BOARD 00 AAA eas 3 1 GENERAL FUNCTION Static I Neira Paladin Ns 3 3 Chale NCUIV COMPA at 3 3 To Chanse the Active Company al ia 3 3 O AA A ea a a 3 4 To Chransethesystem Dale cid 3 4 Op A A deeduone 3 5 Lo Access the POUP Menta 3 6 DPDASHBOARD ADMIN ia ARA 3 7 DP Dash Board ConN e OPONE Rai 3 8 To Access the Configuration Options SCreen ccsssssssssseeeeeecccceeceeecaeeeessssseesececceseeeeeeeaaeaeaesssses 3 8 Glob
345. sk from the My Worksheet Option This function allows you to edit a task entry from the My Weekly Calendar amp Tasks Worksheet screen Figure 3 103 Changes to tasks listed from this screen are also updated in the Project Task Menu Screen Chapter 3 Calendar amp Tasks Page 101 DP DashBoard User Manual ly Calendar amp Task Worksheet y ID Today s Date 0 EE AAA nn A o Duc Date Status Repo EU reste Spread Mes Normal 09 29 05 Project Dpro Insert changes o Urgent 02 24 06 oom Production de Urgent 03 12 04 ae Final Version to sae Figure 3 103 My Weekly Calendar amp Task Worksheet Screen Change Task Function 1 From the My Weekly Calendar amp Task Worksheet screen click the task you want to change in the Description column Figure 3 103 The Add Change Task window Figure 3 102 displays Make any desired changes to the task lt Click gt the Save Task button The Add Change Task screen closes and returns to the My Weekly Calendar amp Task Worksheet screen The task is updated with the changes NOTE lt Click gt on a task s due date to add that task to the Event Calendar To Mark a Task Complete from the My Worksheet Option 1 From the My Weekly Calendar amp Task Worksheet screen click the task you want to change in the Description column Figure 3 103 The Add Change Task window Figure 3 102 displays 2 lt Click gt the icon next to the Completion Date display box to sele
346. ss the Security Objects Definitions Reference Manual in PDF format lt Click gt here to access the on line Security Objects Definitions Reference Manual Chapter 1 Introduction Page 1 5 DP DashBoard User Manual CONVENTIONS USED IN THIS MANUAL It is important to understand the conventions used in this manual The following table describes text and formatting conventions Convention Term Type of Information Component Name Name of a specific item on the screen such as pull down menus buttons text boxes etc Example Enter the login name in the User Name text box F ilename or Directory Indicates a specific filename such as install exe or a directory location such Location as C power NOTE Indicates information for notes cautions warnings or important information Be sure to read these when they appear NOTE This is an example of an important note Used to show the hierarchy of either menu options or cascading screens Example From your desktop lt click gt the Start button and select the Settings gt Control Panel menu option In a procedure quotations denote text that should be typed exactly as displayed within the quotations or an exact response to a command Used for emphasis if used in a paragraph Example From the command prompt type exit Denotes an action to be performed using the computer mouse e g lt Click gt the Save button Page 1 6 Introduction Chapter 1
347. stant message attachments Specify if you want to be protected when opening attachments using instant messaging programes CA Apply Figure 4 2 ActiveShield Tabbed Page Several different tabbed pages display VirusScan Settings DP DashBoard User Manual McAfee VirusScan Advanced ActiveShield Options ty McAfee VirusScan O rr DIZE EIA SS Se PA ActiveShield E mail Scan ScriptStopper WormStopper e Scan for new unknown viruses Use advanced heuristic techniques to detect new viruses File Types to Scan Specity the types of files that ActiveShield will scan for viruses e All files recommended 7 Program files and documents only Figure 4 3 Advanced Active Shield Options Window 4 lt Click gt the ScriptStopper tabbed page and ensure that the Enable ScriptStopper check box is NOT checked If this option is checked the software will not be able to perform necessary processes and will halt the communication between POWERServer Infinity POWER products and DP DashBoard McAfee VirusScan Advanced ActiveShield Options amp McAfee VirusScan ee PREPA EAT ActiveShield E mail Scan ScriptStopper WormStopper scriptstopper Specify if you want to monitor running scripts for worm activity patterns on your computer Enable ScriptStopper recommended gt SEE Figure 4 4 Advanced ActiveShield Options 5 lt Click gt the OK button VirusScan Settings Page 4 3 DP DashBoard User
348. sts the amounts due from customers for sales made two months prior These are customers with accounts 31 to 60 days past due Over 60 Lists the amount due from customers with accounts over 60 days past due Other Summary column for all other open items that are outside the range of the Define Aging categories Total Displays the total amount owed by the customer To Drilldown an Accounts Receivable Aging amp Drilldown Report 1 lt Click gt a component in the Name column Figure 3 158 of the Normal Past Due Aging report to drilldown by customer and display the next report level e g Sonia Jones Interior Design The appropriate Accounts Receivable Aging screen displays depending on the criteria selected Figure 3 159 Chapter 3 Reports amp Drilldowns Page 149 DP DashBoard User Manual E Receivable Aging amp Drilldown Microsoft Internet Explorer File Edit View Favorites Tools Help Back to Previous ALLE1 Allens Hardware Shops Inc HARC1 Fred Hart HOME1 Home Depot Inc JONJ1 Sonia Jones Interior Desigr NATI1 National Auto Parts SWIS1 Tony Swiss Construction TEDS1 Ted s Sheds Inc UNIV University of Tampa Z CASH Cash Sale Thank You Back to Previous Accounts Receivable Aging Drilldown Company ID Company Date Normal Aging based on Due Date 113 013 49 0 00 13 300 00 100 737 91 0 00 2 000 00 31 178 88 0 00 5 942 70 133 678 11 0 00 4 060 00 0 00 0 0
349. t Explorer l l x Fie Edit View Favorites Tools Help Select Customer by Number Name or Phone Company ID Company Date Add New Tickler Please enter the Customer Number Name OR Phone for this option Customer Number Search Customer Name Search Customer Phone Search i Add New Tickler i Back to Previous Back to Main Menu HELP Powered by POWER Serwer Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT E Done Internet Figure 3 170 Select Customer by Number Name or Phone Screen 2 Perform one of the following search options a Enter the assigned customer number in the Customer Number text box NOTE The customer number must be entered exactly as it is defined in the Infinity POWER program OR b Enter the full or partial name of the customer in the Customer Name text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list OR Chapter 3 Customer Support Page 161 DP DashBoard User Manual Enter the phone number of the customer in the Customer Phone text box The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list C NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER program 3 lt Click gt the Search button The Add Change Tickler screen Figure
350. t is important to its employees There are specific features designed for both groups of users That is why the variety of features are designed to work with the Advanced Security Administrator module that is included as standard feature with all versions of the Infinity POWER products starting with Version 6 5 and above By being able to deploy each feature with a security decision management can choose on a group by group or user by user basis which features it wants seen throughout the company As such the menus will be dynamically generated by the software to reflect only what is chosen by management for those groups or users accordingly This is an ideal solution since it may be possible that only the President Vice President and Chief Financial Officer are allowed to see the Financial Statements such as the Balance Sheet and Income Statement Therefore on a security level all other users should be blocked from viewing the company s financial statements With DP DashBoard this is a standard feature Based on the setup only these three management users when they login would see a screen that may include all options Figure 1 1 Chapter 1 Introduction Page 1 1 DP DashBoard User Manual File Edit view Favorites Tools Help bid DP DashBoard Menu System _ Company ID Company Date Calendar amp Tasks To Reports Drilidowns 8 Drilldowns Maps amp Lists EX Event Calendar Perform General Ledger Company
351. t screen closes and returns to the Calendar screen Figure 3 80 displaying the new event NOTE Remember each time an event is scheduled or changed all invited attendees receive an e mail notice To Select a Customer for an Event This option allows you to select a customer to add to an event Once a customer is selected they are added to the event and will receive an e mail notification with the event details You can only select one customer per event 1 From the Schedule New Event Screen Figure 3 81 lt click gt on the Select Customer button The Select Customer by Number or Name screen Figure 3 82 displays Select Customer by Number or Name Microsoft Internet Explorer Select Customer by Number or Name Company ID Company Date Select a Customer for this Event Please enter the appropriate Customer Number for this option Customer Number select Or Enter the Customers Name to search on Customer Name Search Close Window HELP Powered by POWER Server Copyright 1955 2004 by Data Pro Accounting Software Ine version 6 773 EXIT fi Figure 3 82 Select Customer by Number or Name Screen Chapter 3 Calendar amp Tasks Page 81 DP DashBoard User Manual 2 Enter the partial or complete customer number in the Customer Number text box then lt click gt the Select button The Search Customer window Figure 3 83 displays listing all the possible results OR 3 Enter the partial or complete
352. task is associated with Assigned when a new task is added Description Text Box Enter a description of the task Status Specifies the status of the project at the time it is added to the system Status can be set to New Task In Progress On Hold or Completed Type Specifies the type of task Types include Assigned Unassigned Completed and Private Start End Date Displays the selected date the project commences ends Completion Date Displays the date the task is completed Department Specifies the department assigned to the task Page 100 Calendar amp Tasks Chapter 3 DP DashBoard User Manual Details Text box Enter details about the task Comments Text box Enter any important comments about the task Save Task Click this button to save the New Task selections The new task displays in the My Weekly Calendar amp Task Worksheet TIMESHEET SECTION Department Select the department the employee is assigned Job Select a job description from the pull down menu if a job described earlier If this entry is to be applied to a Job Cost project job you must select a cost code for the system to use when your Time Sheet Entry is posted Bill Description If the option to allow Entry of JC TB Transaction Description is turned off in the Master Configuration this data item will not be displayed The transaction description will be passed to the Job Cost transaction file when you post the entry Hours Wo
353. tem database Resources added are available in the Events Calendar function when scheduling meetings etc 1 From the Setup Configure Resources screen Figure 3 24 lt click gt the Add New Resource option The Add New Resource screen displays Figure 3 25 Page 24 DP DashBoard Admin Chapter 3 DP DashBoard User Manual 3 Add New Resource Microsoft Internet Explorer File Edit View Favorites Tools Help Add New Resource Company ID Company Date Back to Previous Back to Main Menu Add New Resource Resource ID Description Manager Admin User Save Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Figure 3 25 Add New Resource Screen The following table describes the Add New Resource screen details Resource ID Maximum of lalpha numeric characters Abbreviation of the resource e g Projl for Projector 1 Description Maximum of 28 alpha numeric characters Name of the resource Manager Name of user with manager permissions assigned to keep track of the resource Enter the new resource identification in the Resource ID text box 3 Enter a description of the resource in the Description text box lt Click gt the Save button A message displays confirming the database record has been updated The window closes and returns to the Setup Configure Resources screen Fi
354. the use of Data Pro Accounting Software Inc s products Page 1 This page intentionally left blank Page 11 TABLE OF CONTENTS Description Page CHAPTER TENTRODUCTION aid iii 1 1 ABOUT THIS MANUAL aaa cata Reca 1 5 CONVENTIONS USED IN THIS MANU A Dos sasissdedssincestaacscccciesccesessecdedsevasessavtevesddeeneedsaveescseconseases 1 6 DP DASHBOARD REQUIREMENTS siscsssssscccsseassescscsecedsscccsesesssseedscenstensseteetdeceesuesessaeeccsessseecseseeeee 1 7 INFINITY POWER REQUIREMENT N ccccccsssssssssssccccccssssscsssccccsccssssssssscccscccsssssssscccsscsssscssess 1 7 CHAPTER 2 INSTALLATION PROCEDURES ou 2 1 INSTALL MICROSOFT INFORMATION SERVER TIS csssscccccsssssscccccsssccccccssscscccesees 2 1 To Install Microsoit Iniormavion Server sensss stout otis a ee eee 2 1 INSTALL OR UPGRADE INFINITY POWER AND RELATED PRODUCTS 000 2 6 To Install or Upgrade Infinity POWER and Related Products ccccccoooooooooonccnnncnnnnnnnnnnnononononnnnos 2 6 CREATE DATA FILES ecccccccstevisvcccccssssssevascodescebecsetcasceeneeaseeuvesesessuasssecessesmetuedcsseceuecaseasuscsvecsecsunesteeess 2 6 To Create Data Pes iia dada tada 2 7 CONFIGURE SECURITY SYSTEM OBJECTS cccssscossssssssssccssccccscccsssccssscccssccsssccssscccsssssses 2 8 To COnMeUrE SECULILY SyS enr OD OS casei caitateiancieuue Ai 2 9 FO Setup gt ecutltys ystem Groups and Usa 2 11 CONFIGURE POWERSERVER OPTIONS ocs
355. ting All hands meeting i Figure 3 100 My Weekly Calendar amp Task Worksheet Screen Change Event Function Calendar amp Tasks Chapter 3 L DP DashBoard User Manual From the My Weekly Calendar amp Task Worksheet screen lt click gt the event to be changed from the list of calendar events Figure 3 100 The Changing Event window displays Figure 3 101 NOTE See To View Weekly Calendar Events from the My Worksheet Option for instructions on how to display calendar events Changing Event 173 for 03 02 06 Microsoft Internet Explorer Changing Event 173 for 03 02 06 Company ID Today s Date Changing Event 173 Description Sales Dept Meeting Type Public Event Date 030206 Department Administration Start End Time 08 004 09 004 Category User ID sysadm Event Status Open gt Comments 111 hands meeting in main conference room Ej Selected Resources Available Attendees Available Resources Click to Add or Remove Selected Attendees Click to Add or Remove Main Conference Room af Main Conference Room Admin User aj Sales Accounts Payable User Accounts Receivable User Ben Hannon Don Langly a Select Customer xi Select Vendor xi Check for Conflicts M Save This Event Quit Without Saving Save s New Event How to use the Change Date feature Figure 3 101 My Worksheet gt Changing Event Window 2 Make an
356. tion for cleared and outstanding checks cleared and outstanding deposits etc Once all information is posted to the General Ledger the data is immediately available for printing financial reports such as the Bank Account Balances The following screen illustrates where the Reports amp Drilldowns gt Bank Account Balances option is located on the DP DashBoard Menu System screen Figure 3 137 Perform General Ledger Company Consolidation Balance Sheet Income Statement Financial Statement Drilldown Bank Account Balances Accounts Payab ging amp Drilldown Accounts Payable Transactions Drilldown Accounts Recemwable Aging Drilldown Accounts Recerable Sales Reporting amp Drilldown Customer Support Dra wera Ar Tirar ire Figure 3 137 Reports amp Drilldowns gt Bank Account Balances To Display a Bank Account Balances Report 1 In the center of the DP DashBoard Menu System screen System Window select the Bank Account Balances option from the DP DashBoard Reports amp Drilldowns section The Bank Account Balances screen displays Figure 3 138 Chapter 3 Reports amp Drilldowns Page 131 DP DashBoard User Manual 3 Bank Account Balances Microsoft Internet Explorer 3 8 x Fie Edit View Favorites Tools Help Bank Account Balances Company ID Company Date Bank Account Balances lt Back to Previous Back to Main Menu CTN peseription ATT TIT TT 1 Default Bank Account 11110 03 31 03
357. tion to perform this option Chapter 3 Reports amp Drilldowns Page 109 DP DashBoard User Manual The following screen illustrates where the Reports amp Drilldowns gt Perform General Ledger Company Consolidation option Figure 3 112 is located on the DP DashBoard Menu System screen Perform General ledger Company Consolidation Balance Sheet Income Statement Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Accounts Recemwable Aging amp Drilldown Accounts Recewable Sales Reporting amp Drilldown Customer Support Dira mr LE db ri Tirmlrinr Figure 3 112 Reports amp Drilldowns gt Perform General Ledger Company Consolidation To Consolidate an Entity 1 In the center of the DP DashBoard Menu System screen System Window select the Perform General Ledger Company Consolidation option from the Reports amp Drilldowns section The Perform General Ledger Consolidation screen displays Figure 113 Select The Entity to Consolidate Consolidation Entity inl Consolidated Sample Company Bega Process A Figure 113 Perform General Ledger Consolidation Screen 2 Select the desired company from the Consolidation Entity pull down menu Since there can be a wide variety of choices this is a pull down menu list Page 110 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual 3 lt Click gt the B
358. tions Connection timeout 120 seconds V Enable HTTP Keep Alives Iv Enable logging Active log format W3C Extended Log File Format y Properties Cancel NS Windows 2003 lt Click gt the Home Directory tab and lt click gt the Browse button to specify the directory the DP DashBoard system was installed in The default directory is c inetpub dpdash Figure 2 37 Default Web Site Properties Page 2 28 Directory Security HTTP Headers Custom Errors Server Extensions Home Directory Web Site ISAPI Filters Documents When connecting to this resource the content should come from A directory located on this computer O 4 share located on another computer A redirection to a URL cMnetpubdodash Script source access Log visite Indes this resource Local Path Application Settings Application name Default Application Starting point Default Web Site gt Execute Permissions Scripts only w Application Protection Medium Pooled e Configuration Windows S XP Figure 2 37 Default Web Site Properties gt Home Directory Tab Installation dpdashboard Properties HTTP Headers Custom Errors Server Extensions 2002 Home Directory Directory Security BITS Server Extension Web Site Performance SAFI Filters The content for this resource should come from Documents f A directory located on this
359. tions Document section for further explanation 5 lt Enter gt the specific security code i e GLO202 in the Security System Object text box NOTE The Security System Module and Security System Object categories must be entered exactly as they are defined in all Infinity POWER programs The Advanced Security Administrator module lists out all security objects by module See the Security Objects Definitions section of your System Administrator User Manual for a listing of security objects by module and their definitions Chapter 3 DP DashBoard Admin Page 37 DP DashBoard User Manual 6 lt Click gt the Add Link button The Adding New Maps Link screen Figure 3 36 displays confirming the document index has been updated The window closes and returns to the Setup Maps amp Directions screen The new document link now displays in the list of maps and also in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen To Modify a Maps amp Directions Document Heading Link This option allows you to modify the properties set up for documents headings and links that have been added to the list of items in the Setup Maps amp Directions screen Figure 3 30 and accessible in the Maps amp Lists gt Maps amp Directions section of the DP DashBoard Menu System screen The following table describes the associated properties that can be modified for each of the item types listed in the Setup Maps amp Dir
360. to Main Menu CURRENT ASSETS 3 611 636 88 3 611 636 88 FIXED ASSETS 862 675 37 862 675 37 OTHER ASSETS 0 00 0 00 CURRENT LIABILITIES 1 213 794 59 1 213 794 59 LONG TERM LIABILITIES 632 897 87 632 897 87 STOCKHOLDER EQUITY 2 001 280 54 2 001 280 54 Current Period Profit Loss 80 431 18 626 339 25 Back to Previous PAWNS SIGGI Back to Main Menu Powered by POWER Server Copyright El 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v e 49 Internet A Figure 3 122 Balance Sheet Report To Drilldown a Balance Sheet Report 1 lt Click gt a component in the Description column of the Balance Sheet report to drilldown and display the next report level i e Current Assets Figure 3 123 The Financial Statement Drilldown Report screen displays Figure 3 124 containing the M T D and Y T D balances for the selected component Chapter 3 Reports amp Drilldowns Page 119 DP DashBoard User Manual Financial Statement Drilldown Report Microsoft Internet Explorer File Edit View Favorites Tools Help Financial Statement Drilldown Report Company ID Company Date Back to Previous FIXED ASSETS OTHER ASSETS CURRENT LIABILITI pate amp Yearto LONG TERM LIABILPA S STOCKHOLDER Balance Sheet This will list CURRENT ASSETS by Month to Date EQUITY Current Period Profit Loss Back to Previous Balance Sheet 3 611 636 88 862
361. tomer PO Associated purchase order number for the customer View Sales Order Clicking this button opens the View Sales Order Detail window Details such as the customer profile shipping address and sales order information is included From this screen you can view the sales order detail Figure 3 198 add a new order from this sales order or return to the Main Menu Page 192 Sales amp Purchasing Chapter 3 DP DashBoard User Manual lev Sales Order Detail Beck to Previous a or e A Back to Main Menu Profile for Costamer 4 ALLET Customer Mame Allens Hardware Shope Inc Order Date 02 01 05 Prce Level d Discount 5 000 salesman AF Descnption Invoice Customer PO 1535 Freight Amount 50 00 Terms Net 30 Allens Hardware Shops nc Shipping Addross Customer Came Name Address 1 Same Address 2 City State Zip Code Country Part amp Das cripl hon UM Quantity Prici Totals 606107 2 Mire Clamp EA 150 00 1 12 168 00 305011688 12 2 X 4 Pine Boards EA 500 00 8 41 4 205 00 301402200 Roofing Shingles Box 100 00 165 60 16 560 00 Total 20 999 00 Discount 1 045 65 Tax 0 00 Freight 50 00 Order Total 19 936 35 Sales Order 10590 Back to Main Menu Back to Previous Figure 3 198 View Sales Order Detail Window View an Existing Sales Order This option allows you to view existing sales orders You can search sales orders by sales order number customer
362. ton The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Search Customer View Inventory Sales History by Customer screen displays Figure 3 213 OR c Enter the phone number of the customer in the Customer Phone text box lt Click gt the Search button The Search Customer screen displays lt Click gt the desired customer from the Name column of the Customer Information list The Search Customer View Inventory Sales History by Customer screen displays Figure 3 213 NOTE The customer phone number must be entered exactly as it is defined in the Infinity POWER A R module i e use of dashes versus parenthesis 3 Search Customer Microsoft Internet Explorer File Edit View Favorites Tools Help Search Customer Company ID Company Date i Back Pro View Inventory Sales History by Customer d Rack tn Main Manu Search Page CUSTOMER INFORMATION Select a Customer by clicking the Name SAMPGRILL Sampsons Grilling Systems Tampa FL 33625 SE 613 546 5467 JONJ1 Sonia Jones Interior saa Clearwater FL 33612 TPA 813 562 2654 View Inventory Sales History by Customer Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT y http id dash dpro com dash68 sales IMSalesHistory asp CustomerWumber J0NJ18 DBRegion TPA8Message Yiew Inventory Sales
363. ts Document on Line 13 Microsoft Internet Explorer File Edit View Favorites Tools Help DP DashBoard User Manual Changing Marketing Documents Document on Line 13 Company ID Company Date Back to Previous Back to Main Menu Changing Marketing Documents Document on Line 13 Description AR Report Source File eee Browse Current File Name ARCustyidrpt Last Date Updated 02 13 04 Security System Module NA security System Object ai Save Changes The file types available to be uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Serwer Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT ia Figure 3 70 Changing Documents Document Heading Link Screen gt Modify Function Marketing Documents Example Depending on the item selected make the desired changes in the applicable modifiable options lt Click gt the Save Changes button A message confirms the document index has been updated lt Click gt the Return to Menu option The window closes and returns to the selected Setup Documents screen The modifications are now updated in the document list in the selected Setup Documents screen and in the Documentation section of the DP DashBoard Menu System screen Chapter 3 DP DashBoard Admin Page 69
364. ttom right of the screen to determine if the customer has either an active close to expiring or expired contract NOTE It is recommended to check the status of the contract in the beginning of the call so that the customer can purchase additional support minutes if necessary Enter a detailed description of the problem or request in the Problem text box Enter a detailed description of the recommended solution in the Solution text In both cases remember to be thorough Many times these entries can be the only history of what occurred and could be used in legal disputes Select the appropriate category from the Status and Follow Up pull down menus When the call is complete click the Set Time button to record the end time of the customer support call The current time displays in the End Time display box Select the appropriate method of billing to be applied to the customer from the Billing Type pull down menu lt Click gt the Calculate button to automatically calculate the total minutes of the support call The Billing Qty text box displays the amount calculated in the Total Qty text box and applies the specified billing rate per minute 3 5 for 3 50 minute NOTE The billing rate depends on the status of the contract You can manually change this rate by entering a new rate in place of the default rate Click the Save This Ticket button A confirmation message displays that the support ticket record has been updated and
365. type specified Color Styles Setup This option allows you to customize the color settings used throughout the DP DashBoard GUI Graphical User Interface screens The following screen Figure 3 76 illustrates the section on the left side of the screen where this option is displayed Calendar amp Tasks FE Event Calendar m1 ProjectTask Menu ES My Worksheet DP DashBoard Admin ao DP DashBoard Config Color Styles Setup Tips amp Tricks Ray Sheds Light Figure 3 76 DP DashBoard Admin Section gt Color Styles Setup Chapter 3 DP DashBoard Admin Page 73 DP DashBoard User Manual To Change the Color Style of the DP DashBoard Screens On the left side of the DP DashBoard Menu System screen select the Color Styles Setup option 1 Figure 3 76 from the DP DashBoard Admin section The Site Management Utility screen Figure 3 77 displays 3 Site Management Utility Microsoft Internet Explorer Pije x File Edit View Favorites Tools Help ay Site Management Utility Company ID Company Date Back to Previous Back to Main Menu Default Color Style C Color Style 1 Color Style 2 C Color Style 3 Change Color Scheme Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v Done p Internet Ai Figure 3 77 Site Management Utility Screen lt Click gt the appropriate Color Style radio button to select the desired color scheme 3 lt Click gt the
366. ults to Appointment Event Status Pull down menu Describes the status of the event e g Open Complete Cancelled Comments Text Box Enter any specific details about the event Available Attendees Scroll list displaying all possible people available to select to attend the event Selected Attendees Display box listing the selected event attendees from the Available Attendees display box Avoids conflicts Available Resources Scroll list displaying all available resources that can be reserved for the event e g conference rooms equipment etc Avoids conflicts Selected Resources Display box listing the resources selected for reservation from the Available Resources display box Select Customer Clicking on this option opens the Select Customer for this Event screen You can select a customer to add to the event by searching by customer number or name Customers selected will be sent an e mail confirmation for the event You can lt click gt on the selected customer s name in the text box to display the Customer Information window Select Vendor Clicking on this option opens the Select Vendor for this Event screen You can select a vendor to add to the event by searching by vendor number or name Vendors selected will be sent an e mail confirmation for the event Check for Conflicts Check box Selecting this option will check each attendee s personal calendars and selected resources for conflicts for the specified
367. unction A dialog box displays lt click gt the OK button to close the dialog box and return to the Review Tasks screen My Worksheet This menu system option provides the capability to add modify and delete calendar events and add modify and remove tasks from your personal task list User permissions determine what calendar events each user is allowed to view The following screen illustrates where the Calendar amp Tasks gt My Worksheet option Figure 3 97 is located on the DP DashBoard Menu System screen NOTE With the integration of the event triggering system DP Auto a daily notification of the calendar events and tasks assigned on the My Calendar Worksheet can be sent to specified e mail addresses set up in DP Dashboard by utilizing the calendarworksheet script See the DP Auto User Manual for further details Chapter 3 Calendar amp Tasks Page 93 DP DashBoard User Manual FT Dara Pro ACOOUNTING SOFTWARE Inc Calendar amp Tasks Ee Event Calendar aA Project Task Menu HS My Worksheet DP Dashboard in 5 DP DashBoard Config E Color Styles Setup Tips Tricks 5 Ray Sheds Light Figure 3 97 Calendar amp Tasks gt My Worksheet To Access the My Worksheet Screen 1 On the left side of the DP DashBoard Menu System screen select the My Worksheet option Figure 3 97 from the Calendar amp Tasks section The My We
368. uploaded are txt jpg gif html htm doc pdf xls csv ppt pps swf and rpt Please be aware there is a 4 Meg size limit on files being uploaded Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT y Figure 3 67 Adding New Documents Heading Screen Marketing Documents Example 2 lt Enter gt the New Heading in the Description text box 3 lt Enter gt the abbreviation for the Infinity POWER accounting module whose rights you want to emulate for this document in the Security System Module text box if you want to limit who has rights to view this document 1 e This could be AR for Accounts Receivable or SO for Sales Order Entry users etc If you want everyone to have access to this document then leave this option blank NOTE If certain documents are sensitive such as certain accounting functions then grant similar security rights from the accounting system s Advanced Security Administrator module If only people who have rights to G L should see this document then assign a GL security object If A R users should only have access to the file then assign an AR security object These rights can be granted down to a specific menu option level which is essentially the function of security objects Therefore if you choose G L choose an option all GL users have rights to or pick an option that only a couple of users hav
369. ust have installed all of the necessary Infinity POWER accounting modules for all DP DashBoard features to be accessible Otherwise these features will simply not be available until these modules are purchased and or installed Below is a complete listing of the current modules that are necessary for all DP DashBoard features to be accessible Module Part Number DP DashBoard Features System Administrator SA 100 Standard Includes the required POWERServer Advanced Version Security Administrator module Forms Generator Menu 695 Client Server Editing Tool POWER Upgrade Utility Data SQL Version Dictionary and Security Objects Definitions General Ledger GL 101 Required for Balance Sheet Income Statement Consolidation and GL Drilldown features Accounts Payable AP 102 Required for Accounts Payable Agings Transaction Reports with Drilldowns Purchase Order Entry PO 103 Required for Sales amp Purchasing options such as View Existing Purchase Order Must have AP module for all Purchase Order functions to be available Accounts Receivable AR 104 Required for Accounts Receivable Drilldowns Agings and Transaction Reports The AR module is also required to use the Customer Support Management module that is included with the DP DashBoard Product This is required for the Add Change customer Setup Options and Support Tickler and Support Tickets Manufacturing Inventory 105 Required for Inventory Ite
370. ustomer Clicking the actual customer number displays a complete payment history report for that customer which can be printed on demand Clicking the Customer Aging option displays an aging report for that customer Co Name Name of the customer Clicking on this option opens a View Add notes window for that customer which can be printed on demand New notes may also be entered at this point in the program Contact Name of main contact person for the customer account Address Mailing or Physical address of the company Bill to Address Region 5 digit alpha numeric text string defining the region the customer is located CON Min Minutes available in customer s technical support contract Phone Phone number of the customer Fax Fax number of the customer E mail E mail address of the customer Clicking the e mail address opens a Send New Mail window Special Displays contents of information stored in special user defined field stored in each customer s mater record The title of this field can vary depending on whether the user renamed this field in the A R master configuration View Inventory Sales Opens the Customer Inventory Sales History screen All invoices related to History the selected customer are displayed From here you can select a specific invoice to drilldown the transaction details Schedule New Event Selecting this option opens the Scheduling New Event window This option allows you to add either private or public eve
371. ved Pub ALLEI Add New Ticket Review All Tickets for Ted s Sheds Inc Review All Prior Year Tickets for Ted s Sheds Inc Back to Previous Back to Main Menu HELP Powered by POWER Server Copyright 1985 2005 by Data Pro Accounting Software Inc version 6 8 EXIT v i Internet Figure 3 175 Review Customer Support Tickets Screen Chapter 3 Customer Support Page 167 DP DashBoard User Manual The following table describes the Review Customer Support Tickets screen details Cust Number associated with the Customer Clicking the actual customer number displays a payment history report for that customer Clicking the Customer Aging option displays an aging report for that customer Co Name Name of the customer Clicking on this option opens a View Add notes window for that customer Adding notes may be done through this option Contact Name of the main contact person for the customer account Address Mailing or Physical address of the company Bill To Address Region 5 digit alpha numeric text string defining the region the customer is located CON Min Minutes available in customer s technical support contract Phone Phone number of the customer Fax Fax number of the customer E mail E mail address of the customer Clicking the e mail address opens a Send New Mail window Special Displays contents of information stored in special user defined field stored in each customer
372. vent screen Figure 3 81 displays Calendar amp Tasks Chapter 3 DP DashBoard User Manual 3 DP DashBoard Event Calendar Microsoft Internet Explorer laj x File Edit view Favorites Tools Help MM DATA PRO February 2006 L SOFTWARE INC Company ID Today s Date MW ACCOUNTING Previous Month Schedule New Event Next Month gt Refresh Rate Powered by POWER Server Copyright 1985 2006 by Data Pro Accounting Software Inc Cuersion 7 0 EXIT iy A internet Figure 3 81 Scheduling New Event Screen The following table describes the Scheduling New Event screen details Description Text box Enter a description of the new event i e appointment meeting conference call etc Event Date Display box Click the calendar icon to select the date of the event Defaults to the current date Start End Time Pull down menus Displays the start end time of the event Defaults to 8 00 am for both time options Increments in five minute intervals User ID Defaults to the User ID currently logged into the DP DashBoard program Type Pull down menu The following options describe the event type Public Event is open to anyone with access to the calendar Depart Only Event is to be viewed only by those who have access to a specified department Attendees Viewed only by selected attendees Attendees receive an invitation to the event via email Accepting the event will update the atte
373. ver Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 EXIT v http d dash66 dpro com reportsfapaging2 asp AgingCriteria 8 4gingType FuturesWYendWNum B0 W1 E E Po D Internet Figure 3 146 Accounts Payable Aging amp Drilldown gt 7 Day Future Aging Report gt Customer Drilldown Page 138 Report example 1 of 2 Reports amp Drilldowns Chapter 3 DP DashBoard User Manual Accounts Payable Aging amp Drilldown Microsoft Internet Explorer y 2 x a File Edit view Favorites Tools Help Accounts Payable Aging Drilldown Company ID Company Date Future Due Aging Back to Previous lt Back to Main Menu vendor Name Bower s Roofing Supplies vendor Contact Tom Hill vendor Phone 813 247 8841 vendor E mail Date invoice Type Description ueate 77 03 23 03 96 0072 Ret PO 100105 05 07 03 2 430 00 04 20 03 96 0112 Inv PO 100110 05 20 03 29 520 00 04 20 03 96 0112 Ret PO 100110 Suspense 3 280 00 04 30 03 96 0153 Inv PO 100114 05 30 03 51 840 00 04 30 03 96 0153 Ret PO 100114 Suspense 5 760 00 Total 92 830 00 Future Due Aging Back to Previous Back to Main Menu Powered by POWER Server Copyright 1985 2003 by Data Pro Accounting Software Inc version 6 5 i y Aa Figure 3 147 Accounts Payable Aging amp Drilldown gt 7 Day Future Aging Report gt Customer Drilldown Report example 2 of 2 The following table describes the Accounts
374. when a virus is found G Automatically repair the infected file recommended Threat Categories Tyto repair then quarantine if unsuccessful Miscellaneous Deny access to the infected file Figure 4 6 Norton AntiVirus Options Window 3 Under the System menu lt click gt the Script Blocking option The Script Blocking setting options display in the right side of the window 4 Uncheck the Enable Script Blocking check box to disable this function Norton Antivirus Options System t Auto Protect H Manual Scan Internet Email Are How to respond when a malicious script is found Instant Messenger Enable Script Blocking recommended LiveUpdate Ask me what to do recommended Stop all suspicious activities and do not prompt me Other Threat Categories Miscellaneous Figure 4 7 Norton Antivirus Disable Script Blocking Function 5 lt Click gt the OK button VirusScan Settings Page 4 5 DP DashBoard User Manual SERVER OBJECT ERROR Perform the following steps 1f you encounter this object error message when attempting to login to the server This error is normally caused by installing the DP Dashboard on a Windows Terminal Server environment where Windows redirects the installation of system files into a user s virtual system directory Server Object error ASP 0178 80070005 Server CreateObject Access Error inc dplib asp line 60 The call to Server CreateO0b
375. x to delete the task and return to the Project Tasks Menu screen Figure 3 90 OR 3 lt Click gt the Cancel button terminate the remove function A dialog box displays lt click gt the OK button to close the dialog box and return to the Review Tasks screen Chapter 3 Calendar amp Tasks Page 103 DP DashBoard User Manual To View Weekly Calendar Events from the My Worksheet Option L ST Data PRO ACOODUNTING a SOFTWARE INC Company ID AA E OA 09 304 10 304 Dentist Appt o 08 004 09 004 Sales Dept Meeting o All hands meeting in main conference room 058 004 08 004 New Customer Orders o 08 004 09 004 Sales Dept Meeting o All hands meeting in main conference room E WAFFE Sh gt Sotware training on purchased modules Figure 3 105 Calendar Events Weekly View example From the My Weekly Calendar amp Task Worksheet screen Figure 3 98 lt click gt on the Calendar Events toggle to select either My Calendar Events or All Calendar Events lt Click gt the 1 2 3 or 4 radio button to display calendar events for the current week to four weeks ahead The list of calendar events displayed expands depending on how many weeks are selected Figure 3 105 Weekly Calendar Task Work Today s Date Status Report Create Spreadsheets x Insert changes and gr Production Final Version to print Booth Project x 1 Perform Inventory Fechnictanctrstatt Tech
376. y as well Therefore when someone tries to invite them to a meeting or conference call for instance it can notify them whether they are available or not automatically without having to say why Full levels of security are available throughout Chapter 1 Introduction Page 1 3 DP DashBoard User Manual DP DashBoard also incorporates an advanced Project Management system that is useful for virtually any company How many times have you found yourself trying to keep track of a project and wondering if the people you ve assigned to the project were going to complete it meet the deadline or had forgotten all about it Wouldn t it be nice for Management to know that every department was keeping track of their assignments regardless of their nature and that Management had an ability to oversee these projects and more Does your company have a convenient way for all employees to see their Company Policy Manual Is it up to date Do you even have one After much research Data Pro found that the last question was one that many companies couldn t even answer yes to much less the previous ones DP DashBoard solves many of these Human Resource Management problems by providing an elaborate Document Control system that allows a wide range of groups and sub categories that may be established throughout the DP DashBoard system for the purposes of managing word processing documents spreadsheets PowerPoint presentations Adobe Acrobat files JPGs GIFs
377. y available for printing all financial reports such as the Balance Sheet The following screen illustrates where the Reports amp Drilldowns gt Balance Sheet option is located on the DP DashBoard Menu System screen Figure 3 114 Perform General Ledger Company Consolidation Balance Sheet incom atement Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payable Transactions amp Drilldown Accounts Recenable Aging amp Drilldown Accounts Recerable Sales Reporting amp Drilldown Customer Support Dira eeu te elie Techie Figure 3 114 Reports amp Drilldowns gt Balance Sheet To Display a Balance Sheet Report 1 In the center of the DP DashBoard Menu System screen System screen select the Balance Sheet option from the Reports amp Drilldowns section The Balance Sheet Reports screen displays Figure 3 115 Chapter 3 Reports amp Drilldowns Page 111 DP DashBoard User Manual 3 Balance Sheet Reports Microsoft Internet Explorer 18 x Fie Edt View Favorites Tools Help ay lt and 18 Dara P Balance Sheet Reports a El l A Company ID Company Date Back to Previous Back to Main Menu Select The Balance Sheet Format to Print Balance Sheet Format Balance Balance Sheet gt Report Type Normal gt View Report HELP Powered by POWER Serwer Copyright 1985 2006 by Data Pro Accounting Software Inc version 7 1
378. y desired changes to the event see the To Add a Calendar Event from the My Worksheet option for screen details lt Click gt the Save This Event button or Save As New Event button to save any changes The Change Event screen closes and returns to the My Weekly Calendar amp Task screen Figure 3 100 displaying the modified event To Add a New Task from the My Worksheet Option L From the My Weekly Calendar amp Task Worksheet screen Figure 3 98 lt click gt on the Add Task radio button or the Add New Task option at the bottom of the screen The Add Change Task window displays Figure 3 102 Chapter 3 Calendar amp Tasks Page 99 DP DashBoard User Manual is ee Tesk Assigned sysadm Status New Task Type Unassigned Priority Urgent Start End Date ap a Project Epro Newsletter Completion Date E Deserptior EZEN Department Acr Details a Lomments Timesheet Department Job g i Cost Code Bill Description E A Hours Worked 000 Change Timesheet Sava Task How to ure the Change Date feature Figure 3 102 My Worksheet Add Change Task Window The following table describes the Add Change Task window details Assigned Specifies whom the task is assigned to Priority Specifies the priority assigned to the task when it was added to the system Priorities can be set to Urgent High Normal Low or New Project Name of the project the
379. your suppliers and other creditors The Accounts Payable Aging report provides a breakdown by supplier of the total amount of your accounts payable balance past or future Using this report can inform you of any discrepancies in satisfying your accounts payable If the report indicates you have several bills past due you may need to reevaluate how your cash flow is being managed It is common to run an accounts payable aging report at the end of each month NOTE The sum of the amounts you owe to your suppliers is listed as a current liability on your balance sheet The following screen illustrates where the Reports amp Drilldowns gt Accounts Payable Aging and Drilldown option is located on the DP DashBoard Menu System screen Figure 3 143 Perform General Ledger Company Consolidation Balance Sheet Income Statement 1 Financial Statement Drilldown Bank Account Balances Accounts Payable Aging amp Drilldown Accounts Payabltransactions Drilldown Accounts Recenable Aging amp Drilldown Accounts Recerable Sales Reporting amp Drilldown Customer Support Cima merran A rr teaeclilocrc Figure 3 143 Reports amp Drilldowns gt Accounts Payable Aging amp Drilldown To Display an Accounts Payable Aging amp Drilldown Report 1 In the center of the DP DashBoard Menu System screen System screen select the Accounts Payable Aging Drilldown option from the Reports amp Drilldowns section The Accounts Payable Aging amp Drill

DP/DashBoard - Data Pro Accounting Software, Inc.

Contents

Download Pdf Manuals

Related Search

Related Contents