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TransAct®3.5 - Rice Lake Weighing Systems

1. Hauler BiiETo Acct S j Odeo OOO Pip Tirade Matenal 1 Sobd Waste Area 70 Chippewa Falls Rato Table Def Fieles Weaght in ro at co Met mo Total Charge pp Added Charge 0 09 1 00 x Anouk Entered J dede Miers 20500 8250 0 5 Tos 5500 pol Fin Revbr Select the correct category items i e Material and Area Once the weight on the scale stabilizes click the Print Ticket button The Next Item dialog box appears Click the Cose Ticket and Prin Close Ticket and Print button to complete the transaction and print the ticket Click the MN Close Ticket Don t Print button to complete the transaction without printing the ticket Choose one of the Add items to add another item to the ticket Click the Eaa washed Add a Weighed Item button to add another Weighed item Click the Adda Lount Item Add a Count Item button to add another Count item Click the Add a Yard Item Add a Yard Item button to add another Yard item 120 Version 3 5 Weigh Placing a Ticket On Hold Placing a Ticket On Hold To turn on Enable Ticket Hold click the Options button from the Weigh form An x in the box indicates the feature is on The Enable Ticket Hold feature when enabled allows ticket to be placed on hold when a driver needs to drive off of the scale before they pay for their transaction This allows the driver to pay for the transaction without be
2. Puso Trawie C No Tate Ares 10 Chippe nie Falls Rato Table Defa Fates ie Quantity ln al u Met a Total Charge 120 00 Added Charge 0 00 1 00 x Anouk Entered PT dd inre 4000 2000 4 0Un4 5 00 pa in Revbl The status bar at the bottom of the window indicates the current item the total charge for all items and the charge for the current item Select Tires from the Material list and enter the number four 4 in the Quantity In box Click the Print Ticket button The Next Item dialog box reappears Version 3 5 117 Multiple Items per Ticket Weigh To add the third item Garbage select AddaWeighed item Add a Weighed Item from the list The transaction for Tires is closed and the Weigh In portion of the ticket can be started The driver brings the truck onto the scale to weigh the garbage Weigh In Select the type of Material To store the open weighed item click the Store Ticket button The ticket remains open until the empty truck returns to the scale To view a list of material items that have been saved for this ticket click the Items button from the Transaction Details form Figure 95 List of Items Weigh G45 AM Wednesday Febiuasy 14 2001 Transaction Dotails Hauler ED DeposalCa Inc TS 1 2 Appl Billto Acct f D amp D Disposa Co Inc oh Fae pe 20 Pa 4 30 Job Qty 2 Unit Tuck 4 Tires haga 20 Paid 30 Container ip d Pup Trailer Total Chai
3. Category1 Code Category1 Description Category2 Code Category2 Description Category3 Code Category3 Description Category4 Code Category4 Description Category1 category2 category3 and category4 codes and descriptions must be replaced with the user defined names assigned to the category tables Only the description of the category in which rates are attached can be printed on a ticket Any text entered in the Ticket Note field Admin Preferences Daily Note Tickets will print on every ticket Date In Date for the weigh in side of transaction Time In Time for the weigh in side of transaction DateTime In Date and time for weigh in side of transaction Date Out Date for the weigh out side of transaction Time Out Time for the weigh out side of transaction DateTime Out Date and time for weigh out side of transaction Date Edited Date transaction was edited Time Edited Time transaction was edited DateTime Edited Date and time transaction was edited Weight In Weight in in units displayed on the scale Weight Out Weight out in units displayed on the scale Gross The greater of weight in and weight out Tare The lesser of weight in and weight out Net Weight Net weight in units displayed on the scale Adj Weight Net weight less any adjustments see Adjustment1 and Adjustment2 Version 3 5 197 Customizing a Ticket 198
4. Begin a new transaction by entering a value in one of these fields Account l Permit le Complete a transaction by selecting an open ticket Ticket Reopen Reopen a multiple item ticket Account Long Life Inc Reopen a multiple item ticket 3852 default gtk The following message box appears Figure 98 Enter Multiple Item Ticket Number Enter ticket number IF 7 OK j opening a ticket from _ox amothe slo ener the a o code firat and then Cancel the numba with no spacer For eeample M2477 3037 Enter the ticket number to be reopened and click OK NOTE To reopen a ticket from another site enter the site code first then the ticket number with no spaces e g B3837 If the last item entered was a weight it may be used as the weight for the new transaction A message appears asking 1f the Weight Out from the last transaction should be used as the Weight In Version 3 5 119 Multiple Items per Ticket Weigh Click the Yes button to use the previous weight Click the No button to accept the weight on the scale as the gross weight Weight In NOTE This message only appears if the last transaction item was a weighed item The Transaction Details form appears The weight and category items from the last item are displayed Figure 99 Transaction Details Adding Another Item Weight TIE AM Wednesday July 29 1999 aie 15000 Transaction Details
5. Version 3 5 195 Customizing a Ticket 196 Field Name Appendix Field Description Account City Account State Account Zip Account Phone Hauler Account Hauler number Hauler Name Hauler Contact Permit Permit number Permit Name Permit Address Permit Street Address Permit City Permit State Permit Zip Job Job code Job Name Job description Job PO PO Number for Job Job Instruction1 Job Instruction2 Job Instruction3 Job Instruction4 Loads Load count per job item Daily Loads Daily load count per job item Ordered Amount ordered per job item Delivered Amount delivered for each item Daily Delivered Daily amount delivered for each item Remaining Amount remaining to be delivered per job item Tare1 Number Replace with user assigned name Tare1 Tare Weight Tare weight entered in the tare table Tare1 Loads Load count per truck per item Version 3 5 Appendix Customizing a Ticket Tare1 Delivered Amount delivered per truck per item Field Name Field Description Axles Number of axles License Truck license number Tare2 Number Replace with user assigned name Tare2 Tare Weight Tare weight entered in the tare table Tare3 Number Replace with user assigned name Tare3 Tare Weight Tare weight entered in the tare table
6. Select archive s from above list Restore Archive Delete Options within the window include a list of archived filenames available drives and directories where the files can be stored To view a drop down list of available drives click the e down arrow To search a different directory use the destination option box Figure 47 Destination Directory transact With a single click of the mouse select the archive filename to restore To begin restoring the selected file click the Restore Archive button Since restoring an archive will alter the database TransAct recommends making a backup of the current database The following message appears 64 Version 3 5 Admin Restore Archive Figure 48 Backup Prior to Restoring Warning 2 Restoring an archive can potentially add many transactions to your 5 database We strongly suggest you perform a backup at this time Would you like to make a backup No Cancel To backup the database before continuing click Yes When the backup completes archive restoring continues When a backup prior to archive restoring is not desired click No archive restoring continues To return to the Restore Archive Transactions window click Cancel Archive Restored will appear at the bottom of the window once the restore is complete Version 3 5 65 Importing and Exporting Data Admin Importing and Exporting Data TransAct provides u
7. Addie cr Address City ton State Province f ZlPostel Code 575 Phone 715 726 0691 Fax 7157251003 Information in the company data screen will appear on statements invoices and reports To save the changes click the Save button To cancel any changes click the Undo button Scale Port 1 Parameters This section is used to define the type of digital weight indicator interfaced to the computer To properly interface with TransAct you will need to know specific information about your indicator To setup the scale indicator on port one 1 select Admin Preferences Scale Port 1 from the main menu The Set Scale Port 1 Parameters table appears Figure 58 Set Scale Port 1 Parameters Set Scale 1 Pos Parameters Maud Aate Flow Control Cmo Om Ceo 6120 E O ono 2400 Oso Cs 1490 C RIS Data Bits Stop bits RTS Moneo Cs C6 C7 Ee 101502 Paley Device Type Connector Now CONDEC UM 1000 C Ddd CONDEC UMC2000 106 gt C Even y C Mak se Os q TN a Tas 78 Version 3 5 Admin Preferences A direct indicator interface is not required to run TransAct If direct indicator interfacing is not used select MANUAL from the Connector option box Nothing else needs to be done to setup the port For demonstration purposes TransAct provides a simulator Select SIM from the Connector option box Arrows to increase and decrease the weight will appear next to the indicator in the Weigh fo
8. Category 1 4 The TRANSACT INI file contains a similar section for each of the four category tables Two categories are automatically configured during installation A category closely related to your business type and Hauler setup as Category 1 An inactive category will look as follows Category 2 Title SubCat1 SubCatiTitle SubCat2 SubCat2Title 186 Version 3 5 Appendix Editing the TransAct Initialization File The category name is displayed in the Title section Each category can have up to two subcategories Use SubCat Title to define the subcategories name and the SubCat to define descriptions for the SubCat Title Confused yet Let s do some examples We will start with a simple one Example No 1 Let s say you run a solid waste operation When you installed TransAct Material was setup as a category However instead of Material you prefer to use the word Commodity Run the Notepad editor found in Windows Select File Open Find TRANSACT INI in the Windows subdirectory and open the file Scroll through the text until you find the following lines Category 1 Title Material SubCat1 SubCatiTitle SubCat2 SubCat2Title Position the mouse I beam at the end of the word Material and press the Backspace key until the word Material is deleted Type in the word Commodity exactly as you would like to see it in TransAct If the letter C is not capitalized it will not be capitalized in the program You shoul
9. Incoming Comair cio 130 Ta Pup Trailer p He Tare Matedal i Sok Waste E Ama i0 Chippewa Fels e Rate Table 1 Duth JE Weightin 000 Ow 2530 Net apa Total Change 5 Added Charge E 0 00 1 00 x Amount Entered 028 deai gk l tems 1677 316775 1305 Tons 55 00 pa in Achi Version 3 5 99 Transactions with Tare Weights Weigh The Hauler account is a locked field If the wrong account appears in the Hauler field click the Cancel button to start the transaction over If the Bill To Account is different than the Hauler account select the appropriate Bill To Acct Use the arrow next to the Bill To Acct option to display a list of customer accounts Select Truck Container and Pup Trailer tare weights from the drop down lists The sum of the selected tares is displayed in the Weight Out box The tare weight is subtracted from the Weight In gross to produce the Net Weight The net weight appears in the Net Weight field When a transaction is created the account default categories are displayed To change a category item use the drop down list next to each category option Any changes to the default items are stored with the current transaction When the account is selected for a new transaction the default categories reappear Dimmed field labels indicate the field is not available for that customer The status bar at the bottom of the window displays how the charge is calculated The status bar also
10. Category pull down menu Each item must have a Code and Description just like the primary category table Enter a code and description for the item To save the item click the Save button A default item can be selected by checking the Default Area options box The default selected for an individual customer account will override this setting To view a list of items in any category click the Find button To return to the category window select an item or click the Done button Sub Categories 54 Each category can have one or two subcategories Subcategories are also defined in the initialization file Subcategories help group category items for reporting purposes In the following example a category called Area has been setup This table will list the city township or village where material is coming from A subcategory for the Area table called Type has been setup to help define the different types of areas City Township Village or Other Select the type of area from the Type drop down list Figure 35 Sub Category Field Code 10 Description Chippewa Fak 7 Default Area To save an item click the Save button To cancel any changes click the Undo button Version 3 5 Admin Categories A warning appears if any changes have not been saved to return and save the changes click Yes To cancel all changes click No To run a report using the Type subcategory select Reporting Reports from the
11. Deleting Existing Archive Files Deleting archive files requires more care and system planning than deleting old backup files Archiving removes old transactions from the TransAct database Restoring an archive file or a backup created prior to archiving is the only way to view archived transactions If the file has been deleted the transactions stored in the archive file are deleted If archive files have been backed up or copied to another media such as a floppy diskette zip disk or tape backup system the files can be safely deleted from the computer hard drive Archived files can be restored from the other backup source to the computer hard drive These transactions can be restored into the TransAct program To delete archive files select the file from the list of filenames Figure 45 Archive file list a10 gar a1111 ra To delete the selected file click Delete A warning appears before the file is deleted To delete the file and continue click Yes To return to the Archiving Transactions window click No Version 3 5 63 Restore Archive Admin Restore Archive The Restore Archive feature is available for restoring archived transaction files To restore archived transactions select Admin Utilities Restore Archive from the main menu The Restore Archived Transactions window appears Figure 46 Restore Archived Transactions window Restore Archived Transactions E ar111196 gar transact
12. During invoice processing an st will proceed the backup filename When the backup is complete invoice processing will continue Once the backup process has completed a list of account names appears Click the Select All button to select every account in the database Once accounts have been selected click the Done button When previewing invoices before printing use the navigation buttons at the top of the screen to view all the invoices To complete the billing process move to another portion of the program 1 e the Weigh form The following message appears READ THIS MESSAGE CAREFULLY Figure 137 Mark Billed Transactions Would you like to update accounts Answer YES if your statements have printed correctly and you are ready to update previous balances generate finance charges and mark transactions ONCE ACCOUNTS HAVE BEEN UPDATED YOU WILL NOT BE ABLE TO REGENERATE THESE STATEMENTS UNLESS YOU RESTORE THE BACKUP YOU CREATED PRIOR TO RUNNING STATEMENTS Otherwise answer NO if your statements did not print correctly or you have not reviewed them You can rerun these statements at a later time by using the same parameters Updates can be done at that time Yes Version 3 5 153 Statements Posting TransAct Plus Accounting 154 NOTE Version 3 5 does not track Invoice and Statement processing separately The original ticket transaction is still considered the invoice If TransAct is being used to generate I
13. tela 7 Complete a transaction by selecting an open ticket Ticket Ir Repini Tickal ae es r I The window header contains the date and time TransAct reads this information from the computer system If the time or date is incorrect exit TransAct change the system time and date and restart TransAct The Print Weight Options Update Tares buttons and display window s are always present in both forms The Update Tares button is only available from the second form Transaction Details once a transaction has been started The status bar at the bottom of the Weigh window displays the next ticket number and the ticket format file During a transaction charges for individual items total charge for multiple items direction of flow Incoming Outgoing and charge type payable or receivable are also displayed Running Transactions 90 To begin a new transaction select an Account Permit TransAct Plus or Truck Id To complete a transaction select an open ticket from the Ticket drop down list or enter a Truck Id NOTE When TransAct is installed screen focus the cursor is placed on the Account field To change the screen focus edit the SCREENFocus1 line in the Weigh Options section of the TransAct initilization file Refer to the section Editing the TransAct Initilization File in the Appendix for more information Version 3 5 Weigh General Weigh Window Information Display Window When a digital
14. Category4 Export Only Replace Category4 with user X Description assigned name User Number X X User Name X Date In Date transaction started X X Time In Time transaction started X X DateTime In Date and Time transaction started X X Date Out Date transaction ended X X Time Out Time transaction ended X X DateTime Out Date and Time transaction ended X X Date Edited Date transaction was edited in Quick Scan X X Time Edited Time transaction was edited in Quick Scan X X DateTime Edited Sen and Time transaction was edited in Quick X X Weight In X X Weight Out X X Net Weight X X Gross X X Adj Weight Weight after percentage adjustments were made X X Adjustment1 Percent of Load adjustment X X Adjustment2 Percent decrease adjustment X X Scale Unit eee ra of the scale Numeric database X X Unit of measure of the scale numeric value X Scale Unit Label converted to text e g Pounds Tons etc Unit Unit of measure selected in TransAct Numeric X X database representation Unit of measure selected in TransAct numeric X Unit Label value converted to text e g Pounds Tons etc Base Charge X Base Charge1 X Base Charge2 X Version 3 5 68 Admin Importing and Exporting Data Base Charge3 X Field Keyword Description Export Import Charge Total charge of the transaction x lt Added Charge Charge Notes Discount Sales Tax1 Sales Tax2 Sales Tax3 Sales Tax Total Tax Tax1
15. Maor Sout Order Minos Sos Drdas Select Onder Toetie 7 ee ey T licker to fiekite 2 to Ri o Subeategory Subcategory I i Genesal Aepon Opions Balch File daily hf F Use Standard Reports Oaatienipes EEE oo SZ Cored List Motwork Stes This window is identical to the reporting window with the exception of the date fields and the Print Options section Select the criteria for your report and click the Add Report to File button To return to the Batch Files window click the Cancel button The Batch Files window reappears The new report is listed in the List of Reports in daily gbf The capital M indicates the major sort option and the lowercase m indicates the minor sort option To add another report click the _tewtswal New Report button Continue adding reports until all of the reports for the batch file are listed To print the reports listed in the batch file click on the name of the batch file from the Batch File list To print all of the reports listed for the batch report file select a date range and click the Final fess Print All Reports button Editing and Deleting Batch Report Files To delete a report from the list click the Delete Report button To delete a batch file and all of the reports within the batch file click the Gasstechriv Delete Batch file button 180 Version 3 5 Appendix Appendix Version 3 5 181 Editing the TransAct Initialization File Append
16. Payments TransAct Plus Only Use the Payments section of Accounting to record customer payments credits and print receipts Recording a Payment To enter payments and credits select Accounting Payments from the main menu The Payment Credit Form table appears Figure 138 Payment Credit Form Payment Payment Credit 11 24AM Wednesday January 16 2002 Crea C Ticket Payment C D D Drpozal Co Inc fuss 0 Chippesss Falk Hate Table fi Petas Awe Previous Balance Cument Rala HEN T Amount Paid 51 000 00 som Check Number fer i x G a Hors Sigo Dom Saro Ord Bozal heehee f Print Receipt when Saving Curent Data Recepi 1 Item 1 Tod Yale 3200000 Towerde Receyabies If Payment is not already selected use the mouse to select Payment The black dot denotes the selected item Payments can be categorized similar to how transactions are categorized during a weigh transaction Select items from the drop down lists Click the item in the list to select it NOTE Itis not necessary to use the category fields unless you want to generate payment reports sorted on categories If payments are received as itemized payments use the Save Item button to enter multiple items per payment Single Item Payment To select the customer the payment will be applied to click in the Account box The customer s default category items are displayed If de
17. 161 Report Options Table Report Type sanse Maor Sot Onder Minor Soe Onder Select Ordes Tizet Humbe Select Order Dickes S lo Tickate General Report Options Pink Options Use Stendard Fi f Uso Standard Reporte Destination wron Detail Level Detaled EJ Transaction Type lar k Copei View Lt Ne Sios To view a list of available Report Types click the down arrow to the right of the Report Type box 174 Version 3 5 Reporting Reports Figure 162 Selecting a Report Type Repart Options a Report Type T onnage and Charges hd Tonnage and Charges hanes Poymonts C Magar Sot Sp tare te Manos Sor Ordas Select OrdAaing Select Mider Ticker Numoe dobs ery 1 4Rate Listing rickats 23 to Track Listing 5 Subcoteqon Containe Listing L Inventory Listing a Subeateeery Account Listing subcategory 2 Perma Listing Material Listing Area Listing Rate Table Listing Subcategory 1 Genesal Repo Print Options r Destination wran le Transaction Type mm 15 U opne fi Un Network Sassa H Select a report from the drop down list Enter a From Date and To Date using the calendar buttons or keyboard Choosing a Report Type activates or deactivates certain options For example choosing an Account Listing report deactivates the From Date To Date fields and Detail Level These items are not necessary to produc
18. A ETA Sigo Don gate Ordo Bozal Bambi SE Print Receipt when Saving Curent Data Recapte lem 2 Tod Vale SE00000 Towerde Recey ables Select a different category item and enter the amount paid Click the Save Item button Continue entering payments for each item and clicking the Save Item button after each entry To save the receipt when the last item has been entered click the Save button NOTE The Payments Credits report will list each receipt by number and all items recorded for the receipt 156 Version 3 5 Accounting Payments TransAct Plus Only Example A landfill wants to track payments by material type A check arrives from one of their customers for 8 000 00 3 000 00 is a payment for Solid Waste and 5 000 00 is for Construction and Demo This payment transaction would use the multiple item payment option described above Item 1 would be 3 000 00 with a material type of Solid Waste Item 2 would be 5 000 00 with a material type of Construction and Demo The statement will show a single payment of 8 000 00 Adding Notes to a Receipt The note fields used during weigh transactions can also be used when recording a payment To open the notes window click the Notes button Figure 140 Payment Notes Poyrent Ciedit 1135 AM Wadnexday Jenaay 16 2002 Paynen 5 Credit E Ticket Payment Vehicle Licenses E Name Pelo pee wri ie amp Print Receipt when Savi
19. AA 105 O eee eae ae ee 105 Default Material Direction ur A Be bee ae ees 106 Automatically Disable Cash Button 0 0 0 eee eee oo 106 Ask if Customer Received Change vuitton Sa6s eee dares 106 List Jobs for Bill To Acct Only 0 oa ee lad ale el Gaeta A 106 Automatically Add Job Items 2 0 cece ee eee een ees 106 List Materials with Rates Only ci 24 et ee a BER 107 Manual Entry in Selected Units civil bed ees 107 WIDE AA IO hy Renae AUS e UN ae 8 107 Threshold eo rars eria one soe AA we Mae neal 107 Woleranc ciryeeaeivite dene A hiee tied oor e ld a 107 LEO RETN 2 Se a e o e oe NN des e a 107 NTU gt tein ae a tte BS SD Os eC Alt Loe eA tte ied he UM 107 Transient Truck Account ee sr coved ou fess tek oS oe ee ees 107 Ignore Truck History pss eye el A ee So ee es ee Ye 108 Gross Mode ccs carina x Se eee onde oe A E tee eats 108 Offe e ag ate Bap PE AAG AES Ea ey ad foe Ae APS 108 Del Net Welsh In oy een yt A AA Uy ene Paw aes 109 Set Net and Adj Net Weight In 4 0 g2Psscvegertinwiverg ade odas 109 A A ees ahee 109 Tare Update A E wos ea A OE ia RG 109 Close Transaction After Update Tare 0 0 e eee ene 109 Lock Weight when Updating Tare 0 0 00 ee eee eee ee eee 109 Display Full Detail when Adding New Tare 0 00000 0008 110 Returning to the Weigh Window 0 0 0 cece eee eee eee 110 11 Updates Tare Button 5 2 e hed Ban et el ae ath es oA elt ad Ge Sted
20. Account Cash Customer in our example appears in the hauler and bill to fields The license plate number appears in the Truck field along with the word Transient Figure 83 Transient Truck Weigh 11 20AM Tuesday February 73 1999 BETO Acct 90 Cash Oustomer Order Job Trensecton Details Area f Hons z Rato Table Delak Ases i Wei so E Total Charge sco Added Charge Se retoregk tere S10 0 00 NO Tors 215 Dre in Revi Ignore Truck History Truck history allows TransAct to automatically pre fill the previous order job material and bill to codes When not checked the Last Order Job Category item and Bill To information found in the Today s Statistics section of the Truck tare table will be used during a transaction when a transaction is started with a Truck Id 108 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Gross Mode The Gross Mode Properties enables or disables the Net button on the weigh form The Net button provides single weighment gross weight transactions that set the Net Weight equal to the Weight In Off When turned off TransAct will require a value greater than zero 0 to be present in the Weight Out field before a transaction can be completed Set Net Weight In This option is most commonly used to record a weigh only type of transaction Use this option when the Net Weigh
21. All date fields have an available calendar button a To open the calendar control click the calendar button Figure 14 Calendar Cancel To select a different month or year click the arrows to the left 4 and right of the month and year labels Select the day by clicking the numbers displayed in the calendar To accept the new date and close the calendar control click OK To close the calendar control and not accept changes click Cancel the date will will not be changed To enter a date using the keyboard select the date field When typing directly into a date field use the forward slash between the day month year e g 03 11 2002 Filenames Filenames used within TransAct cannot be longer than eight 8 characters long and cannot contain any spaces They may contain letters and numbers A user creates filenames during backup archive import export ticket file creation batch file creation etc Version 3 5 29 Using TransAct 30 Welcome Version 3 5 Logins Using TransAct Logins The Logins button is used to setup user logins with different levels of security It is also used to log in and out of TransAct without having to quit the program Version 3 5 31 Login accounts Logins Login accounts User Accounts To setup user logins select Logins Edit Login Accounts from the main menu The User Table appears Figure 15 Login User Table User Table Lo
22. Asea Hone Pup Trader LO 2 H Rate Table 1 Delad Rates Weight inon t 200 701990200 ml Category 4 z Dutont 25600 777998 1020 05 E Ha 0 b Adjusted 17000 Keyed end Edited Trerceciion Detalz Ej O Tiarcaclon Chaigss tan raTa O Trereacton Noter After clicking the Show Detail button the Transaction Details form appears Information from the selected transaction is displayed The Transaction Details form contains information collected at the time of the transaction e g Account Number Weight In Weight Out Category Codes etc Version 3 5 167 Quick Scan Reporting To edit information on this form click the Unlock button found at the bottom of the window To view and edit charge information click the dot to the left of Transaction Details Figure 153 Charge Details Window Transaction Scan Transeclion Charges Ticket 3 S llen 1 SteA Tetai Chaco L Mori Sorgo EE HTM se Delivery 17000 bs G30 10 per 00 Added Charge Cash Received 0 00 State pazo ek Mamen County 2 00 Billed E sur Trereection Detals Trereeclon Chaigss 2 S O Trareaction Notes The following warning will appear if the Total Charge and Cash Received fields are no longer equal cash received must be non zero Figure 154 Cash Received Does Not Match Message q F Cash racered dos nal match ictal chaga Accepi tis change KE
23. Check Number Rate1 Rate2 Version 3 5 Customizing a Ticket Appendix Rate3 Rate12 Rate1 Rate2 Rate13 Rate1 Rate3 Rate23 Rate2 Rate3 Rate Total stored in database as a charge per scale unit but adjusted on the ticket to Unit setting Rate Per Load The per load rate Conv Rate Print the total rate Field Name Field Description Conv Rate1 Converted Rate 1 Conv Rate2 Converted Rate 2 Conv Rate3 Converted Rate 3 Conv Rate12 Conv Rate1 Conv Rate2 Conv Rate23 Conv Rate2 Conv Rate3 Conv Rate13 Conv Rate1 Conv Rate3 Conv Rate Unit Prints the converted rate unit e g Gallons Barrels etc Sales Tax1 Tax rate for tax 1 Grand Total Sales Tax1 Grand Total for tax 1 Sales Tax2 Tax rate for tax 2 Grand Total Sales Tax2 Grand Total for tax 2 Sales Tax3 Tax rate for tax 3 Grand Total Sales Tax3 Grand Total for tax 3 Sales Tax12 Tax 1 rate Tax 2 rate Sales Tax13 Tax 1 rate Tax 3 rate Sales Tax23 Tax 2 rate Tax 3 rate Sales Tax Total of all tax rates Grand Total Sales Tax Total Tax of Item1 Total Tax of Item2 Total Tax of Item3 etc Base Charge1 Net Weight X Rate1 Grand Total Base Charge1 ltem1 Item2 Item3 etc Base Charge2 Net Weight X Rate2 Grand Total Base Charge2 ltem1 Item2 Item3 etc Base Charge3 Net Weight
24. Count HPT Le oo aoj acoja y oon 1 Sold Wsrte Conshucbon ard Demo pplences 4 Tree Palas Brush B Logt Woodchpe Dos non w da Y 0 00 Treated Soil T y E 0 00 Contam nated Sal ie YA y N 0 00 did aTe Drws The Make sure the weight column e g Pounds or Tons is 0 for the materials that are converted Then set a value for the Yard column to charge based on Factor1 or set a value for the Count column to charge by Factor2 TransAct automatically converts the Yard or Count rate into a per pound rate and displays the charge at the bottom of the Transaction Details form Also displayed on the bottom of the screen is the first letter of the converted unit followed by the value For example G 7200 0 represents 7200 Gallons In Quick Scan TransAct displays the rate as a per pound rate and shows the converted values 206 Version 3 5 Appendix The ticket format file uses the following keywords Conv Weight Unites Conv Weight2 Units Conv Rate Conv Ratel Conv Rate2 Conv Rate3 Conv Rate12 Conv Rate23 Conv Rate13 Conv Rate Unit The following keywords are available for export Version 3 5 Conv Rate Conv Ratel Conv Rate2 Conv Rate3 Conv Rate FactorNum Conv Weightl Conv Weight2 Product Conversions 207 Product Conversions Appendix 208 Version 3 5 Networking TransAct Pr
25. Date Range and sorting must be handled within the custom report Modifying Standard Reports Standard reports can be modified to preserve the use of all sorting options Standard reports are located in the TransAct installation subdirectory usually CNTRANSACT The first two characters of a standard report will always be GF The first two characters of a modified standard report will always be CF All reports have an extension of RPT To change one of these reports use Crystal Reports for Visual Basic version 2 0 When saving the modified report select Save As from the File pull down menu and replace the G prefix in the filename to the letter C e g CFACCT RPT CFAGING RPT etc Always make a copy of the original report file The modified report file must be saved in the Trans Act installation subdirectory C TRANSACT When a report type is selected TransAct will search and use the report beginning with the letter C first If a custom report is not found it will use the report beginning with the letter G By changing the first letter of the filename future software upgrades will not overwrite the changed reports TransAct will automatically use the modified standard report in place of the distributed standard report NOTE While upgrades will not overwrite a modified standard or custom report changes to the TransAct database structure may affect these reports Use Crystal Reports to update the report if a modified standard or
26. Mode Ficpe er diw you lo enebi o drabi fhs Net bution on the weigh tom The Net button promides singeweighmert Gross Wei tentactom hal sat the Net Weight aqua to the Waght In Click on an kem inthe oem for more niormaio Select Set Net and Adj Net Weight Weight In To close the Weighing Options window click the Done button NOTE If Set Net Weight In was originally selected the Net button is probably being used for other types of transactions Be certain to set the option back when the credit transaction is complete 160 Version 3 5 Accounting Crediting Marked Transactions Start the transaction by selecting an Account or Truck Id Select the MANUAL scale setting Select the material and any other criteria pertaining to the credit transaction Enter the Net Weight from the original transaction into the Weigh In field proceeded with a negative sign Figure 146 Incoming Material Credit Weigh 1252PM Wednesday May 10 2000 Prit bee 9 Ss HS Transaclion Details A Bilo Acct z Ackve Disposal b Recycirg Inc Dider Job Track 501 Container Pup Trailer Maternal Sobd Wise Area f None k Rate Table H Delad Aiter Weight In 520 Dut 0 Met zo Total Charge s2109 0r Added Charge 0 0 00 1 00 x Anouk Envered 3630 bronne gk D ieme 6219001 SA09 00 38 Tos 2355 00 par i To place the credit weight into the Net
27. Rates and Added Charges Accounting Defining Taxes Rates and Added Charges Rates are used to calculate charges Two of the TransAct category tables are reserved for Rates A table is used to maintain a list of items for sale A second table is reserved for defining additional rate tables Charges are based on measured rates minimum charges discounts and taxes Charges are calculated as a transaction is completed Units of measure available for calculating charges are weight pounds or kilograms yards and count Each category item can have up to three rate types Each charge is calculated using the Net Weight Yard or Count then added together Up to three taxes can be defined Breaking out each Tax Type allows an organization to track local and state fees separately It also allows certain taxes to be applied to a specific Rate Type Category items can be designated as taxable or non taxable from within the rate tables Example The following steps show how TransAct calculates charges by default The Unit of Measure used for this example is Net Weight Net Weight Ratel Calculated Taxes Amount Net Weight Rate2 Calculated Taxes Amount2 3 Net Weight Rate3 Calculated Taxes Amount3 NS 4 Amount Amount Amount3 Total Amount 5 Total Amount vs Minimum Charge Base Charge NOTE Ifthe Total Amount is less than the Minimum Charge replace the Total Amount with the Minimum Charge If Minimum Charge is
28. Summary Report Generation by Criteria Selection Three User Definable Tare Weights Direct Scale Interface One or Two Scales Direct Interface to Ticket Tape Dot Matrix and Laser Printers Detailed Customer Statements TransAct Plus Customer Payment and Itemized Payment Tracking Version 3 5 Getting Started Welcome Getting Started TransAct requires the following hardware and software e A 200 Pentium compatible processor e At least 64MB of RAM e A fixed hard disk with a minimum of 3 MB of available disk space to install the program files additional space will be required as the database grows e VGA SVGA or greater resolution monitor set to 800 x 600 screen area e Microsoft compatible mouse e Microsoft Windows 95 98 NT 2000 XP TransAct will run on ME but is not supported When a complete installation of TransAct is performed the setup program installs all of the files necessary to run TransAct creates the TransAct group and all icons associated with the program Installing TransAct Insert the TransAct for Windows CD ROM The installation Welcome screen appears Figure 1 Installation Welcome Window Wacon to the Miras Setup progra The progam pd retal Transact on pour computes It i etary recommended thal pou cal all wincowe piog an before running the Setup pogam Click Cancel to gel Setup and then chee anp progresa you have sunning Check Net lo contre wth the Setup progiem WARNING This program
29. To view the commands available click the Admin button in the menu bar NOTE Depending upon the version of TransAct you are using certain features may be disabled TransAct Plus has all features enabled Version 3 5 35 Customer Accounts Admin Customer Accounts Use Customer Accounts to create and edit customer accounts All TransAct transactions are attached to a customer account NOTE Hauler and Bill To accounts are setup in the Customer Account Table During the weighing process hauler accounts and bill to accounts are selected from this list The Hauler category Admin Categories Hauler setup when a sample database was installed was designed to help categorize different types of haulers for reporting purposes To create or edit customer accounts select Admin Customer Accounts from the main menu The Customer Account Table window and Customer General Info form appears The first customer account in the table is listed If there are no customers the Customer General Info form will show a customer number of zero 0 and blank Name field Begin entering customer accounts at this point Figure 18 Customer General Info Customer Account Table E Customer General Info Customer Number 11 Name lo D DisposalCo Ire Contact Name Address 200 waar Great Address AAA A Cay Chopewa Fals State Province ZifPosta Code 222 Tp Fx Ticket Type defend git 1 Default Materi
30. X Rate3 Version 3 5 199 Customizing a Ticket 200 Grand Total Base Charge3 Appendix ltem1 Item2 Item3 etc Base Charge Total base charge less taxes Base Charge12 Base Charge 1 Base Charge 2 Base Charge13 Base Charge 1 Base Charge 3 Base Charge23 Base Charge 2 Base Charge 3 Base Added Charge Total Base charge Added Charge Charge Total charge Grand Total Base Charge ltem1 Item2 Item3 etc Grand Total Base Added Charge Grand total base charge plus grand total added charge for a multiple item ticket Change Due Prints the change due to the customer Field Name Field Description Amount Tendered Calculated from stored values Total Charge Change Due Amount Tendered is not a stored value Discount Discount applied to the charge Discount A percentage used to modify total charge Discount Amount Amount discounted from the total charge Notes 1 Notes 2 Notes 3 Notes 4 Ticket notes Daily Note Ticket Items Number of items on the ticket Grand Total Charge Total of all ticket item charges Grand Total Payment Total of all ticket item payments Grand Total Weight Total net weight for all weighted items Grand Total Units Total units for all unit count items Grand Total Yards Total yards of all yard items Grand Total Adj Weight Pound
31. added charge will be calculated for each zone e Zone One 5 00 15 00 1 5 5 Sales Tax 21 10 e Zone Two 5 00 15 00 2 5 5 Sales Tax 36 93 e Zone Three 5 00 15 00 3 5 5 Sales Tax 52 75 To save all changes click the Save button To cancel any changes click the Undo button Version 3 5 131 Setup and Miscellaneous Rates Accounting Minimum Charges Prompt Before Applying When the Prompt Before Applying option is turned on TransAct will ask if the minimum charge should be applied as a transaction is being completed Figure 112 Prompt Before Applying Minimum Charge Setup and Miscellaneous Rates Select Propertios Minimum Change Properties C Taes C Races K Prompt Before Applying C Added Chere IX Apply as Lump Sum Mirman Change C Aoardrg C Misoskaneces Hinte and Tips The hinnem Chos Propetes allow pou lo setup actons bated on he miran chalga vaka Be ae to set the mirnim cheigs vale lor each lane type in the Aate Table Em m Gack onan lan in tha fom fol more kiomaion TransAct will display the following dialog box as a transaction is being completed Figure 113 Prompt Before Applying Minimum Charge Message oud you fhe to apply the miinum chage 5 00 eo Ho Cancel To replace the default charge with the minimum charge click Yes Any taxes will be recalculated using the minimum charge To accept the charge calculated using Default Rates
32. all tare weights are calculated and applied toward the net weight NOTE Save new customer accounts before entering tare weights Truck Tare1 Each customer account can have a list of trucks with tare weights To view a list of truck IDs and tare weights click the Truck button from the Customer General Info form Figure 21 Truck List VW D D Disposal Co Inc Number Tare Weight l 25400 Click anywhere an the list to update or add a tare Dene To begin creating a list of Truck tare weights click the column headings i e Number or Tare Weight To edit existing information click the truck number A window containing the Truck Table appears Figure 22 Truck Table Taro Data Truck Data rumba Man Wight age Tore waon E Liene Key Reset Motes Daily Notes Weigh Only Mtended Mode Oniy anios o Unattend Tare Update f Containes Required Hide Jebs AutoT ouch Pup Trails Required Today s Statistic a i Code Description Loads a Lent rer Last Acct gt Lat code Version 3 5 39 Customer Accounts Admin To create a new truck click the New button A blank form appears Truck Number Each truck must have an alpha numeric Number The truck number may be up to ten characters in length An account cannot have duplicate truck numbers However the same truck number can be used by other accounts Tare Weight The tare weight can be manually entered into the Truc
33. based on a conversion To turn the feature on select Rates from the Accounting Setup and Misc Rates window click the check box next to Charge Based On Converted Units Figure 177 Charge based on converted units Setup and Miscellaneous Rates Select Properties Rates Properties C Tones Fine Pate 1 Hane C Added Charge Rate 2 Name C Minimum Charge Rate 3 Name CRo ciaeses cs a l A nmin Hints and Tips When chacked changes ate baad on cormertad unite EE Next select Rounding from the properties list Specify how many decimal places the converted unit is to be rounded Version 3 5 205 Product Conversions Appendix Figure 178 Setting the number of decimal places for conversion Setup and Miscellaneous Rates Select Properties Rounding Progestins O Taes Charge Rounding C Rates Charge Acct 9101 la Nearest Clp C Down C Added Charge CoshAcct 5201 A Neme OUp C Down C Mir nam Charge Round After Catcubating Tax G Aordrg Converted Units Pounding C Miscefansces Ballons Decimal Places Converted Unit 2 o El Decimal Places Hints and Tips This is the rembes of decal places the convetiod unts wall be rounded Cite X Eve Ds To use a conversion rate TransAct will use the Yard column for Factor1 rate and the Count column for Factor2 rate in the Rates table Figure 179 Entering Conversion Rates Table 1 Defaut Reles Je Rate fiaen x A A TENE Ton Yard
34. c 4 cheese eb ep eke eed oe ee eae bees 67 Converting Weights in an Export File 0 0 00 eee ee eee ee eee 70 ImporeData ote e are BOSD a ae a AES ae Ae e at le 70 Export Data LAI A AA DT cg ck an ed DAA Soa Es ed A a ik has ana a 72 Sample Export Definition File 2 244 522 be shehtdeae bir taba be id de 74 Example Number a IA ae eae ee Re ae eee 74 Example Numbern2 isa tadas a ist 75 Example Number 3 Boolean Values 0 0 0 ee eee eee eee 75 Tra Palse Conditions lt 3 acces anys oes aed bake Sent ee oe es 75 Non True False Conditions 0 0 0 cece eee eee eee 75 Auto Export Settings Separate Documentation 0 0 0 e eee eee ee 76 Preferences inn A BAe ng a its ir Din T11 Company Data seese pn e eh wd weet ape ed Hee hee es 78 Version 3 5 9 Scale Port Parameters ad da ot Gee eth de e e ed is 78 scale Pott Parameters RA A Pepe EA A ls A A AA 80 Ticket Printer sis car bil cada tas is a a adas 80 Device Typene arme iD id 81 Connector res Tion ia ri a leven g hoe dah ae ew eee need 81 Seral Settings E A eS dn es ne Ge wee 82 Joumal Printer Port ta e de a Be e da e ds e a Ds ook et 82 Data Terminal Port vivir a a e cake shea a A ened 82 Score Board Port 422 a A ae nk a At it 83 Score Board Intertace Cira sieis radios iie dhe eae Dea Ae Senay 83 Cash Drawer peter depa par CEE ond ic 84 A A II E A Pete Bl Pts 84 Note Headings 0 vig de ee A A ed a ae ne ee eke Ga 85 About 1 dine ea eee
35. click No To cancel the transaction click Cancel Apply As Lump Sum By default a minimum charge is applied when the Total Amount calculated is less than the Minimum Charge In some cases the minimum charge is different for each Rate Type For example Rate Type 1 may have a minimum charge of 5 00 Rate Type 2 may have a minimum charge of 2 00 and Rate Type 3 may have a minimum charge of 50 When minimum charges are calculated separately for each rate type turn the Apply as Lump Sum feature off an X does not appear in the box to the left of the feature 132 Version 3 5 Accounting Setup and Miscellaneous Rates When Prompt Before Applying is turned on the user will be prompted before a minimum is applied for each rate type e g Material Surcharge and Delivery NOTE Be sure to set the Minimum Charge for each Rate Type in the Rate Table Charge and Cash Rounding Properties Rounding can be setup to round differently for charge and cash transactions For example charge accounts may be charged to the nearest penny but cash accounts are rounded to the nearest quarter Rounding for Charge transactions applies to the base charge only Sales tax and fixed charges are added to the rounded base charge The Round After Calculating Tax option is available only for cash transactions and can only be used with the Nearest and Down options Figure 114 Cash and Charge Rounding Selup and Miecellaneous Rates Select Properties R
36. e Database e Flag Fields e Printer Commands e Column Positioning To accommodate multiple item transactions the ticket is split into three sections header body and footer Header lines are printed once before the first transaction item Body lines are printed once per transaction item Footer lines are printed once after the last transaction item Header lines are designated by the letter H in the first character position of the format line Body lines are designated by the letter B and footer lines by the letter F Each section letter must be followed by a space Any format line without a section identifier is considered a header line Example of a Ticket File 27 24 18 H COLO Account No Account COL46 Transaction Information H COLO Account Name COL46 Ticket Number Ticket Number H COLO Account Address COL46 Date In Date In H COLO Account Address2 COL46 Date Out Date Out H COLO Account City Account State Account Zip Code H H COLO Truck No COL12 Truck Number H H COLO Detailed Transaction Information H COLO Refuse Code COL15 Rate COL25 Gross Weight COL40 Tare Weight COL55 Net Weight B COLO Refuse Code COL15 Rate COL25 Weight In COL40 Weight Out COL55 Net Weight F F F F COLO Total Items COL12 Ticket Items COL 23 Total Weight Grand Total Weight 194 Version 3 5 Appendix Customizing a Ticket F COLO Total
37. each ee rend eee BOGS ee be eh ee ee dee 87 Weigh 89 General Weigh Window Information 0 0 cece ee eee eee 90 Running Transactions 24 diia add OVENS AG SL Aw Ee nae Ue A 90 Display WindOwW lt a IA hee oe Bee Ca eee 91 Weigh In Weigh Out Yard and Unit Count Transactions 000 93 NEL a E A ak ayaa AS 93 WA a en E E ne e tn e 95 Cash Button assi 2 c282isedhedias lora lao hee a Lt Ed 97 Charge Accounts with a Current Balance 0 0 0 0 0 eee eee 97 Cash Only ACCOUNIS is AS AAA 97 Transactions with Tare Weights esta ts 99 Material Direc ae pda poet keds pe aap lies 99 Processing a Tare Transaction lr st Da 99 Print Weight Options Update Tare and Reprint Ticket Buttons o o o 102 Print Weight BUON a a A Yee 102 Options Button ee ree tl Ta la 102 A A eed A E a S E 102 10 Version 3 5 Version 3 5 Ticket Format File x eect a Baek ke he Bek eet Ges WAT ee 102 Note Life SPD sete iets choos ad a oe ene 103 Immediate Ticket rreo eie es a eee ae bese ease atau pe ee pena es 103 Multiple Items per Ticket 3 3 va A AR A A 103 Enable Ticket Hold 20d ale de E a 104 Allow Presetting no weights 20 eee eee eee eee nee 104 PrintIneGnine Ticket a ao Mid e Sule gl a e SOS ett 104 Print Incoming Journal Ticket Lares 104 Assign Ticket Hon Way Out 0 cee cee eee 104 ME Bomits s ochute ee Ca e oS etre SoS ey Seles 105 List Order ii Vien eee Paka d PeeWee Le AS
38. ee 110 Updating Existing Tare Weights 0 0 cece eee eee ene 110 Adding a New Tare 0 Raw AA A DISHED aw QRS 111 Updating Combined Tares Truck and Container 000 0208 112 Reprint Ticket Button bue few ae epee ee iS aw ee eS 115 Multiple lems per Mickel 22 nit Bee as ole ed Ler aN ite ae ad oe a e ted 116 Example Multiple Ticket Items 0 00 Stee ee ieee ee ee oe tee 116 Reopen a Multiple Item Ticket 2 024 2222 iacaeh dean ler e id 119 Placing a Ticket On Hold a toad eae yeah Bw ek aed AA wet esdsd 121 AMS WW CPS UIT Bi x iA ace tt Bean aug bind a weak emda en 122 short Bed Axle Weiehing ita ar das 122 Long Bed Axle Weighing gt 22 9 capresso aa LOL ROE ES 123 Attended vs Unattended 124 Accounting 125 Defining Taxes Rates and Added Charges 0 cee cece ee eee tenes 126 Setup and Miscellaneous Rates A pee AA he a he AS eT SEES 127 ak Properties era ttn cord ce ht e ot ee e ait 127 Tax Stat s y A o DE a A A 127 Rate Properties Ss ii A ES E RoE ova ees 128 A saare nesan n ted cae Bae aww we ae AR ee ee df Bad aos 129 Example 1 Fixed Added Charge cali Titi y pais 129 Example 2 Variable Added Charges ooo ooooooococrocrcrcrr eee 130 Example 3 Using Fixed and Variable Charges 0 00000 0008 131 Minimum Charges 2 02222 ada a pa dba tre Da aaa do ab 132 Prompt Before Applying foc ed Reha a kode ade de cda 132 Apply As Lump SuM rs Ar A A is aoe tale ee dete 132 Charge and C
39. ee 186 KatebBasis ladra ed 186 HACI AA A PA ARTESANA ARA EA A 186 Categor I4 sat dba a SA da e Pa R 186 Example No oo A la ds is 187 Example No 2 e A A A ale en td gt aoa a eae eel 187 Pamplona Hate Aw eee a wees 188 REETIS hy Mesh wait eet cet el e her as a a O oe e dd te 189 Scale Settings amp Scale 2 Settings a yee eee eek es ae 189 Printer Settings uscar cade Ohta Loews Adan ade ii be 189 Data Terminal Settings c cc 50 Pek A A ee bee faa Pee RS 189 Reports riven pia eng oe PARRA eh eee es AA eR ee Oe eS 189 Modifying Standard Reports 02 0 eee eee eee eee 190 C stomizing a Hicker 244 4 e owen ep ade 191 Od a Uy cs i a sd ee o ee a al e ee a Bee 191 AR ot a dd ss a A ed e ST Le 191 DEFAULT GAR 00 AAA 191 PR Vy LG GD areri e al a ol e De a 192 UNATFEND GTK raganu ii oi REP A ARS ES 192 UPDTARE GIK sis ir ad A as 192 Custom ticket file extensions 0 004 DS ack e A A A a AA 193 Version 3 5 15 A Gres aes Sle eres Pe Gere a gi teeter gy Ca are tg id teeta gi ole 193 Ticket Creatiow Rules Ge dadas address 194 Exampleot a Ticket Pile oy pas sy eae A A eee AE 194 Printer Command Field 2 c2 c senh2iwided aebedeee ba Rew eS 195 Static Text Pields ii O te wae Beene aie eee et See ae 195 Database PICOS a a A Ae 195 Flas Fields A es 6 tee SY ele SAA Loe ae he Ge a 201 Unitiof Measures Sane EA A A ee eee 202 Converting Weights on a Ticket oooooooooocoooorocncr eee 202 Printing the Unit o
40. ees 45 Hind Button East Opinions 5 4 a5 ov awed en Uy hes How ae Sees PON ee A dE 45 Tems fp cassie d O AAA ae AAA eee ak one Ay ee lw eS eae AAA 46 Permits RA ew Pe NS ee eee ia 48 CASOS carreia ius Ree ated Wp gw OS Saye ened iS ns 50 Usa CALE SOLIES oa daa he ER ot 50 Primary Catena on o ed De tds o eta A e hae 50 Version 3 5 Code rand DESCripeHOn sched ft att eis aaah dl Onn BN eel a Oe aati A 51 Default Category Material ina a a CA oe Oe RS 51 Allow Override Rates issii sernir i rossian Pa es eee cas 51 N te Field aii A Tae S he eee ee be Pe tae eee 32 Inventory Units Sete ad ada dos 52 WM OA AS AAA AA DAA RE A AAA a O ERE 52 Rate Table Category i223t c cuenhiowidedavbed gem DRGs oiewensenhedwate 53 Additional Category Tables 0 0 0 eee cent eens 54 UOC A Ohare Rave a aaa Sede TA we tne of bd ee Bane aS 54 MIES ai di ye da et barge tios gah ae 57 Creating a Backup le qdo A vee wee dae A 58 Backup Backup Backup esta cid ed ae sn e e te ee 58 Deleting Existing Backup Files 0 0 0 cee eee eee eee 59 Restore Backup visto a A eke Pe dare be bee Peake 60 Archive Trans acuoso oe eee eet ae Ree ete AS oy TR ee ees oe 62 Creating an Archive seriadas os 62 Deleting Existing Archive Files al da a 63 Restore ATChIVE ae o as Bs pod la e oe a 64 Importing and Exporting Data o ooooocococococr eens 66 Sample definition file ni sic 4 be eee pd hy beaten ed 66 Available Export Import Fields 224 nic
41. example tare weights will expire 90 days after the set date When a tare expires during a transaction the operators receives the following warning Figure 172 Tare expiration warning message Truck tere has expeed Chock on updsteT ares bulion to update Version 3 5 185 Editing the TransAct Initialization File Appendix To continue click OK To complete the transaction click the Print Ticket button To update the tare weight click the Update Tares button The user will continue to receive the warning until the tare has been updated Rates MeasuredRates 3 The category rates are attached can be changed in TransAct To select a new category select Accounting Rates and click the Reinitilize Tables button NOTE Changing the category rates are attached to will delete all existing rates in the current table Changing from Category 1 to Category 2 back to Category 1 will not restore rates for Category 1 RateBasis When TransAct is installed the RateBasis is set to pounds To view rates in a per ton value change the keyword from pounds to tons RateBasis Tons RateBasis Pounds Factor The category in which rate codes are attached provides a way to calculate conversions Add the following lines to enable this feature Please refer to the section about Product Conversions found later in this chapter for more information and examples Factor1 keyword This fields is required Factor2 keyword This field is optional
42. existing file name is used To view an existing file select the file and click the View button Notepad or Write will be used to display the file During the export process TransAct creates an export log file Typically this file is stored in the same location as the export file When Log to Application Directory is checked the export log file will always be placed in the TransAct application directory A warning appears when an invalid filename is selected To select another file Click OK To view the definition file click the View button The file will be opened using Notepad or Write Once the Export and Definition Files have been selected click the Export button TransAct uses the definition file to format data in the export file An etror message appears when errors are encountered Errors can be encountered when an improper Transaction Table field is used or mis typed or when one of the comma delimiters is missing To clear the error message click OK To help determine what might be wrong click the View Log button Correct the problem with the export definition file and try again When data has been exported with no errors a summary message similar to the following appears To continue click OK Figure 56 Export Complete Message i 48 taeractions were procetned uth no eros Total Weight 722 49000 Total Charge 113 208 34 Total Ced 00 Sample Export Definition File Example Number 1 74 This exam
43. fields Begin entering items at this point Figure 31 Example of a Category Window Description Corstucton ad Deno E Default Material e Allow Ovestide Rates Mix Inventory Begnning Incoming 2 4545 Owing Bolanos 1545 7 Ji 7 K ee He ee o Oo OQ Fim Bow Mon bax Boe Do End To create a new category item click the New button Inventory Units Code and Description The category table has a Code and Description field Each category item must have a numeric or alpha numeric code and description The code may be up to four 4 characters in length The description may be up to 30 characters in length Default Category Material A default material item other than 1 None can be selected by checking the Default Category replace Category with the table name options box The material selected as the default material will be used during a transaction The default material selected for an individual customer account will override this option A Default Category option is available for all four category tables Allow Override Rates When the Override Rates feature is enabled an Administrator or Supervisor can select to have certain category items unavailable for an Operator to override For more information about the override rates feature see Editing the TransAct Initialization File in the Appendix Version 3 5 51 Categories Admin Note Field A Note field is availabl
44. is pectected Ey congrioht lam md inanaiond leass Unsuthoized wecroduction or dimitir of this program o ww potion of it may raadi in severe cel and carnal panales and vel be prosecuted fo the maimum ater possible under bee i Carcel NOTE If setup fails to start automatically select staf Start from the desktop Select Z Bun Run from the Start menu In the Open field type d setup replace d with the correct drive letter for your CD ROM drive Click ff m OK to start the installation program Click the iJ Next button to continue Click the Yes button to agree to the License Agreement 18 Version 3 5 Welcome Getting Started The User Information screen appears Enter a Name in the field provided Enter a Company if desired Figure 2 User Information Window Type your name below You mist tho type the name of tre Company you work foe Mane Comprtes Name Company Campary hare Back Newt gt Carcel Click the Next button to continue The directory where TransAct will be installed is displayed C TRANSACT If TransAct was previously installed to another drive or directory click the Browse button to change the destination directory Click the Next button to continue Click the 4 Next button to use TransAct as the program folder name Review the current settings Click the ft Next button to start installation A final question appears addressing the configuration
45. load charge must be entered into the field used to calculate the rate of the item For example if the transaction is calculated by weight enter the delivery charge in the weight column Ton in our example If the transaction is calculated by Yard enter the delivery charge in the Yard column If the transaction is calculated by Count enter the delivery charge in the Count column The above figure shows a delivery rate for Woodchips and Treated Soil Enter a Y in the Load Ld column to have the amount entered applied to the transaction A 35 00 delivery charge will be added to all Outgoing Woodchips transactions and a 40 00 delivery charge will be added to all Outgoing Treated Soil transactions A Final Rate Example One final example will be used to summarize the use of rates and taxes Strupp Trucking is hauling dirt to customer s home Net Weight of the transaction totals 4 220 pounds or 2 11 tons Using the taxes and rates from the previous examples for Treated Dirt the charge is calculated as follows Figure 123 Tax and Rate setup detect Properties Tees Prapenes Tala Mapettea Naer Prepatra lca O Ton lt 1 State Tax Cowaiy Tae 4 ton C Paia en 1 Ham 51 IL i LETTA Rahe Y Name Huas x i C iddei Charge E core lim R O Added Cher Rote Mame or o r pe Niras Fer 3 Kama Jl s 0 intha Rai 1 Nase T r r C Pending C Aarto Tar Sister C Merodesaar Dohe T aiana ka Webes F cis C Pasti S la Esonpt a e
46. must be weighed coming into the site and exiting the site Weigh In To start a transaction click the Weigh button from the menu bar A window containing the Weigh window and Select Transaction form appears Select an Account Permit or Truck Id to start a transaction NOTE Depending on the Sort Order an account can be entered by typing a code or description Use the Esc Escape key to clear mistyped information The sort order is displayed in the window header When using Truck Id numbers to start transactions a drop down list of customer accounts appears when a truck number is listed with more than one account Choose the correct customer account from the list to start the transaction After selecting an Account Permit or Truck Id the Transaction Details form appears Figure 71 Transaction Detail Window sdap July 29 1998 D O Dispasal Ca Ine Transection Details Hawer T BETO Acct QUA 3 F Order Job Track v Area 0 Chopene Falk _ H C gt 0x0 Out Ner c Total Charge col Added Charge JiS doskok tere 00 100 pO Tos 215 pel in Recvbi When a scale is connected to the computer the weight in the display window appears in the Weight In box The Hauler account is a locked field If an incorrect account appears in the Hauler field click the Cancel button to restart the transaction If the Bill To Account is different than the Hauler a
47. of TransAct For new installs select the configuration that most closely matches your business Figure 3 Configuration Selection Window Irtain Path CATRANSACT Database Paty DCATRANSACT Windows Pih CAWINDOWS How would you like the program confiquied Lendl Appealen C Aggeoets Sppicetion Solid Waste provides category tables for Material and Area Aggregate provides a category table Material NOTE Categories can be added and changed after installation Version 3 5 19 Getting Started Welcome Click the Continue button to continue It is not necessary to select a configuration option when upgrading to a new revision Click the fW Finish button to complete installation Remove the CD ROM from the CD ROM drive Start TransAct and follow the instructions on the screen Starting the Program for the First Time To finish installing TransAct follow the instructions to register the software accept the license agreement and install a sample or empty database To start TransAct double click the T TransAct program icon from the TransAct program group The following message appears Figure 4 No Software Key Ho scite hey of an impropes key has baen loud on your system Thit pragiarn val atomica fey eT fo a damorar copy We hope wou find thes program an essel bo your huck operaban To continue click OK The following registration message appears to register the software contact your Tran
48. square brackets the name of the unit will print next to the net value Example Weight In Ton Units will print 2 Tons Net Weight Pounds Units will print 4000 Pounds Column Positioning To position database fields use the COLnn command The COLnn command must be followed by a space When multiple COLnn commands are used in one line they must be in sequential order Legal Example COL20 Account COL50 AccountName Illegal Example COL50 Account COL20 AccountName 202 Version 3 5 Appendix Unit of Measure Rate and Tax Hierarchy Unit of Measure Rate and Tax Hierarchy Unit of Measure Level One Default UOM TransAct allows the end user to select their default Unit of Measure UOM The default UOM used in the Weigh form is set in the TRANSACT INI file in the Weigh Options section Valid formats include UOM Pounds e UOM Tons e UOM Yards e UOM Unit Count There are no spaces in the command line Whenever a new transaction is started the Units button on the Transaction Details form is set to the default UOM The UOM for the transaction can always be changed during a transaction by clicking the Units button Level Two Inventory UOM Use inventory UOM to have the Units button of the Transaction Details form automatically set to a preferred UOM Even when a site does not track material inventory the UOM from the inventory section can be useful Each material can be set to a UOM different from
49. the Discounts and Account Flags table to setup discounts and finance charges for individual customer accounts Finance charges are applied when statements are generated The Discounts and Account Flags table can also be used for marking accounts as revoked not invoiced cash only and tax exempt NOTE Marking accounts as revoked not invoiced cash only and tax exempt can also be set in Admin Customer Accounts Accounting Info To apply a discount to a customer select Accounting Discounts and Account Flags from the main menu The Customer Account Table appears Figure 130 Discounts Table TransAct Plus Customer Accounting Info 11 D amp D Dieposal Co ing som Last Transaction 7 29 1999 0 2301 PM Discount Rate 000 x Account Revoked T Tax Exempt Fin Ch 0 000 x portray Cash Only F PP Not Billed County Tax nomo Credit Limit soo 8 Enable Credit Limit Check M To activate one of the five options click the box next to the option An x in the option box indicates the option is on To turn the option off click the option box again A finance charge is applied to any unpaid previous balance when statements are generated When the individual finance charge is 0 0000 the global finance charge will be applied Any individual finance charge greater than zero will override the global finance charge defined in the Setup and Miscellaneous Rates table To view general customer information such
50. the default When this option is active the Units button in the Weigh form automatically switches from the default UOM to the UOM selected for a specific material For a detailed example please refer to Inventory Units on page 32 Level Three Order Job Units of Measure Items setup for jobs will override the default UOM and the inventory UOM However TransAct will not allow a transaction to be completed if the Units button in the Transaction Details form does not match the UOM selected for the job item the following message appears Figure 174 Job Inventory UOM Warning Yard uns se not compatible eth the unts spaced for the ordered hem This hansaction cannot be added To make changes or cancel the transaction click the No button Version 3 5 203 Product Conversions Appendix Product Conversions The category in which rate codes are attached provides a way to calculate conversions To enable this feature add the following lines to the Rates section of the TransAct initialization file TRANSACT INI Factor1 keyword This field is required Factor2 keyword This field is optional Factor1 will convert weight pounds or kilograms to the desired conversion Factor2 will also convert weight to a second desired conversion Replace keyword with meaningful text such as Gallons and Barrels NOTE To edit the TRANSACT INI file use an editor such as Notepad Quit TransAct before editing the TRANSACT INI file When you
51. the feature on Print Zero Balance Statements To Print Zero Balance Statements place an x in the box By default a statement for accounts with a zero balance will not be printed Statement Note A Statement Note can be used to print a message on every statement Destination To view the statements before printing select Window from the Destination drop down list Then click the View button To print the statements directly to the printer without first viewing select Printer from the Destination drop down list Then click the Print button To mark transactions and export data to a file select Post Transaction to Export File from the Destination drop down list Before statement processing can create an export file an export definition file must be setup A sample export definition file POSTEXP GID is copied into the TransAct sub directory during installation This file can be edited using Windows Notepad and saved as a text document To learn more about importing and exporting please refer to Importing and Exporting Data on page 66 Data can also be exported to a text file by selecting Test File Comma Delimited Text File or Tab Delimited Text File Since the statement posting process makes changes to the database it is strongly recommended to make a backup of the database before continuing If the statements are incorrect the backup can be restored Corrections can be made and the billing process repeated To perf
52. used for other transactions while the driver is paying for their ticket Click the check box to turn Enable Ticket Hold on An x in the box indicates the feature is on Allow Presetting no weights When Allow Presetting no weights is turned on open tickets may be stored without a truck on the scale The operator is allowed to preset ticket values and store the ticket for future use Print Incoming Ticket When Print Incoming Ticket is turned on tickets will be printed on both the incoming and outgoing side of a transaction TransAct will look for a ticket format file with a ITK extension i e STILLSON ITK If no incoming ticket is found TransAct will use the selected GTK ticket format file 1 e STILLSON GTK This makes it possible to have a different ticket format for both the incoming and outgoing ticket NOTE See Customizing Tickets in the appendix for more information about creating tickets Print Incoming Journal Ticket When Print Incoming Journal Ticket is turned on a journal ticket will be printed on the incoming side of a transaction TransAct will look for a ticket format file with a ITK extension i e STILLSON ITK If not found TransAct will use the selected GTK ticket format file 1 e STILLSON GTK Assign Ticket on Way Out When Assign Ticket on Way Out is turned on TransAct will assign a temporary ticket number on the incoming side of the transaction and a permanent ticket number on the out
53. will be used for the special rate 46 Version 3 5 Admin Figure 28 Adding Items Orders Job Table Nowe Ordered Material Treated Sal Quantity Tons Order Units Job Totats Daily Totats Ordered o si C Pounds C Kilogram Delivered o o G Ton O Matic Ton Loads o fo C Yards C Units Remaining Incoming Rates Outgoing Rates Maleral 1635 00 1 Pes Load Material I Por Load Surcharge 0 00 Fer Load Surcharge 0 00 PerLoed Dekvesy 0100 f Fer Losa Delivery 34000 BE Per Load Taxable Be Tanable x Select an item from the drop down list i e Material If default rates exist for the selected item they will appear in the table Use the quantity Ordered field to store the amount ordered for an item When the ordered amount has been exceeded during a transaction a warning will appear The operator can choose to complete the transaction and exceed the ordered amount or cancel the transaction The Delivered field is the total amount of an item delivered to date The Remaining field is the difference between the Ordered amount and the Delivered amount The Loads field tracks the number of loads delivered for each item Enter special rates for this job item To enter a rate for Pounds click the circle next to Pounds to activate Pounds as the unit of measure or click Tons to activate Tons as the unit of measure The per pound rate is automatically converted to a per ton rate NOTE Conversion calc
54. wth rew dafs and miran chaigs tables based onthe selected category Are you sure pou want to do this To attach rates to a different category click Yes To cancel any changes and return to the Rates table click No 136 Version 3 5 Accounting Rates The Default Rates Table Rate Type One Material The rate table is divided into two sections Incoming rates and Outgoing rates Each section allows rates to be entered for weight pounds tons kilograms or metric tons yards and count Additional fields are available for designating whether the rate is a R receivable incoming cash flow P payable outgoing cash flow taxable Tx or Ld load To start entering rates use the mouse to place the cursor in the field to be edited or press the tab or arrow keys on the keyboard until the field is selected Figure 119 Default Rate Table Setup Tons Table fi Deleu Rales Tz Rate Pretoria x CN A A R Tom Ywa Comi erin La Ton Yaa Comt HET Le 1 ad Wise 4235 ooo aof acoja y N la aan Conshucion ard Deno 2849 Lapp hence 4 Tires Palas Brush B Logt Voocich pe Dos Treated Soil Contam mated Sal dida Table Irwy Th The first column under Incoming and Outgoing is used to enter a rate based on a weight the above figure uses Ton The unit of measure can be changed by editing the TransAct initiliz
55. 00 Credit Amount 5100 0 Memo Dico wak jeze S a See De Gwe Bees css PR E Pret Rocsiot when Saving Ounoek Data Recapte2 hem 1 Tadya 100 00 Tomarde Meca webles Click Credit the black dot denotes the selected item Credits can also be entered as single items or multi items A space is provided for recording a 10 character memo When Print Receipt when Saving is turned on an x is placed in the box a receipt will print to the ticket printer only when the Save button is clicked Example Finance charges are often credited back to a customer Use the Payment Credit Form to credit a finance charge 158 Version 3 5 Accounting Payments TransAct Plus Only Applying Payments Toward a Ticket Number The same procedures can be used to apply payments to a ticket number To enter payments and credits select Accounting Payments from the main menu The Payment Credit Form table appears Click on Ticket Payment The following window appears Figure 143 Select Ticket for Payment Eas Enter the ticket mumbar you would Fke to recell or end add om itom bo Cancel 3005 Enter the ticket number to apply payment to then click OK Information about the ticket fills the Payment Credit form Figure 144 Ticket Payments Payment Credt 11 41 AM Wednesday January 16 2002 Account 7 Ct lob Area i Nore Material N ore Rate Table 7 Dictaul
56. 24 24 25 25 25 26 26 26 27 27 27 28 29 29 31 32 32 32 32 33 33 34 35 Customer Accounts 0 02 3 eit Gan el el a eli ite ea elk eh Oe alte A ies 36 Customer Number Name and Address 0 0 0 ccc eee cc eee eee 36 Default Categories vacilar tae bi dadas GAH atadas 37 Accounting Infoks sr sis woe sre wow e SE E A S E we GW Rc 38 Tare BUNS lt lt pen hvac od HERONS add 38 Track ate lass o E ees Oy Rea EUW Se a Oe PEWS ann ees 39 Truck Number yea ana adn 40 Tare WelS hb sacre nia AE si aldea 40 DEED Ale ps ds en el e a a e o Boe da lk 40 Bx pine Date iS a SS idas 40 DESenplOn cise see e a a a e ll fees 40 PARTES CAN License A A cen a te ae a RI Td aE OPE OE a 40 Maxim m Weleht tada ans 40 TG so assole tind hay A ees Rawle ease ee AB a Ela ied a STA eae Rees 41 Rescr otes Dal e e e id o el Ma e E 41 NOTES Si A E A AS 41 Masai a A A aN eas r 41 Unattended Tare Update salia o AAA 41 Hide Jobs AutoTouch oooooooooooorrr enn ee ees 42 Attended Mode Only ATS 2 unattended only 00 42 Tare 2 and Tare 3 Required sci she Min e ea e gs 42 Today s SAUS AAA AAA A ES ae eee 42 Contamen Tare2 and Pup Trailer Tare3 tard ia a ia 43 Orders Job Table al do cr a oe le O am ia e es 44 DITECHON api a A A A AA DS R 45 Special Instructions Notes and Reminders 0 0 cee eee eee eee ee 45 DALES ui nd re ina peck ah sa ras 45 Taxesand Raves ii UNE oan ON eos Neen
57. Appendix Scale In Field Name Field Description Scale Out Ticket Weight Adjusted weight converted to some other unit see Units Adjustment1 A percentage used to modify decrease net weight Adjustment2 Another percentage used to modify decrease net weight Conv Weight1 Conversion Weight Factor 1 Conv Weight2 Conversion Weight Factor 2 Conv Weight1 Units Conversion Weight Factor 1 with conversion name e g Gallons Conv Weight2 Units Conversion Weight Factor 2 with conversion name e g Barrels Scale Unit Unit of measure displayed by the indicator Unit Ticket unit Ib kg yard unit count ton metric ton Unit1 Unit2 Corresonds for rates 1 2 and 3 If rate is by Load these keywords will print Load Otherwise ticket UOM will pirnt Unit3 Units Same as Unit except plural Units1 Units2 Plurals Units3 Axle First axle weighment Axle weights are not NTEP certifiable Axle2 Second axle weighment Axle weights are not NTEP certifiable Axle3 Third axle weighment Axle weights are not NTEP certifiable Axle4 Fourth axle weighment Axle weights are not NTEP certifiable Axle5 Fifth axle weighment Axle weights are not NTEP certifiable Added Charge Additional charge Grand Total Added Charge Added Charge of ltem1 Added Charge of Item2 Added Charge of Item3 etc Payment Amount paid
58. Appendix Customizing a Ticket Custom ticket file extensions UTK When TransAct is used in attended and ATS 2 unattended modes to print to two different printers use the UTK extension to designate which ticket file is to be used to print to the ATS 2 printer and the GTK extension to designate which ticket file is to be used to print to an attended ticket printer e g Okidata ML 320 For example a user would like to use an ATS 2 system to run TransAct in unattended mode but will also need the capability of running TransAct in attended mode e g cash customers A different ticket will be printed for each type of transaction to different printers The end user can designate which ticket format is to be used at the ATS 2 terminal by using the UTK file extension When in unattended mode TransAct looks at the default ticket filename i e STILLSON GTK and searches for a matching filename with a UTK extension i e STILLSON UTK If TransAct finds a file with a matching filename using the UTK extension TransAct will use this ticket file at the ATS 2 terminal When in attended mode TransAct will use the file with the GTK extension and print to the attended printer The format of each file will be different to accommodate the different types of printers To use the UPDTARE GKT file in unattended mode on an ATS 2 terminal rename or copy the file to UPDTARE UTK Make certain the UPDTARE UTK file contains the correct printer commands for the
59. Charge Grand Total Charge F F COLO Edited Ticket Edited COL48 Notes F COLO Reprint Reprinted Ticket F COLO Keyed Weight Keyed Weight Printer Command Field Every printer has its own set of commands Using these commands can be helpful when printing to a pre printed form The TransAct program understands the decimal version of the command when enclosed in double back slashes The first line of the sample ticket is a printer command 27 24 18 This command initializes the printer and sets the character pitch for an Okidata ML320 Consult the User s Guide of your printer for a list of valid printer commands Static Text Fields Static text fields are contained in double quotes Any desired text character enclosed in the double quotes spaces included will appear on the ticket Example My Grain Elevator Gross Tare Net Database Fields Database fields are fields that are stored in the TransAct database A database field is placed on a ticket by enclosing the field name in square brackets The following is a list of database field names that can be used in the ticket format file Table 11 Database Field Names Field Name Field Description User Number User Login User Name Ticket Number Site Prints the site the ticket is printed from Account Account number Account Name Account Contact Account Address Account Address2
60. Charge 5 00 1 00 x Amount Entered T wissotagtk l items 25 81 25 61 9000 lbs 0 0022 per 5 00 1 01 Tax Out Revbl When an additional amount is entered into the Added Charge field it is automatically added to the fixed amount in the Transaction Details form Version 3 5 129 Setup and Miscellaneous Rates Accounting Example 2 Variable Added Charges This example multiplies the Amount Entered on the Transaction Details form during a transaction by 15 00 A zone rate structure would be an example that uses variable added charges Each zone would be a multiple of 15 00 Figure 108 Added Charge Formula Variable Added Charge Setup and ee ee Raler Selvet Proportions Added Charge Propartios O Taes C Aste Charge 10 00 41500000 x Amount Entered CA F State Tax F County Tax C Miron Change C Rourding C Miscela Hints and Tipe The Added Charge Properties alow you to setup an added change that rs the gm 01 hwo components a ld change and a valahi chaga CE x Dick on anitemin tre hom lor mare information E m Enter the delivery charge amount into the variable charge field of the charge calculation During a transaction the amount entered into the Added Charge field is multiplied by the variable charge 15 00 Figure 109 Weight Form Variable Added Charge Weight In 24000 Out 0 Net 90 Total Charge Added Charge 0 00 15 00 x Amount Entered TE wissota
61. IGHT GTK This ticket format will be used when the Print Weight button at the top of the weigh form is clicked This ticket can be customized to meet the end user s needs However the filename must remain the same TransAct searches for the PRWEIGHT GTK filename when this button is clicked A ticket will not print if this file does not exist Remember the Print Weight button is used to print the current weight displayed on the scale indicator A transaction is not created or stored in the database So when designing this ticket many of the ticket field names will be invalid since this is not a stored transaction Use incoming field names such as Date In and Weight In for this ticket UNATTEND GTK Most unattended ATS 2 systems come with a Swecoin thermal printer This sample file contains all of the printer commands necessary to print and cut a ticket sent to this printer This file can be copied renamed and modified like the DEFAULT GTK sample ticket to meet the end user s needs Once the file has been created select it as the Default Ticket Type in the Preferences window Use the UTK extension when TransAct will be used to print tickets to a different printer when in attended mode see below UPDTARE GTK 192 This ticket must be present to print a ticket when a tare weight is updated or created from the Weigh form This file is not automatically generated during installation it must be created by the end user Version 3 5
62. Jobs Lists only jobs with an expired date Version 3 5 45 Orders Job Table Admin Items The Items Ordered table is used to set order quantities and special rates for a particular item Special rates will be used to calculate charges during a transaction The Delivered Remaining and Loads Statistics will be updated after each transaction NOTE Items can be selected during a transaction that are not included in the Items Ordered table Default rates will be used and quantities will not be tracked To add items to an order or job click the Gla Items button The Items Ordered table appears over the Orders Job Table Figure 27 Adding Items Empty table Nem Cidered Material HOC Quanity Pounds Order Units Job Totats Daily of ots Ordered Pounds C Kitograms Delivered o o C Tone CO Matic Fons Loads ml 0 O Yards O Units Remaining Incoming Rates Outgoing Rates Male al 3 000000 Per Laad Material f PorLoad Surcharge 0 000000 Fer Load Surcharge 0 000000 f PerLoed Delivery 3000000 f Pet Load Delivery f Per Load Taxable fe Tonable x When the Items Ordered table is used quantities and special rates can be setup for individual items NOTE To make sure an existing item isn t overwritten click the New button A new item can be added safely when the category code displayed is 1 None To setup a new item in the table click the New button Select the unit of measure that
63. OTE The Charges report available with TransAct breaks out each tax and rate Version 3 5 Accounting Setup and Miscellaneous Rates Added Charge Use the Added Charge Formula to calculate an added charge based on a formula The Added Charge is the sum of two components a fixed charge and a variable charge Added Charge Formula a fixed charge constant a multiplier Amount Entered Amount Entered is the amount entered in the Added Charge field of the Transaction Details form during a transaction The following three examples will demonstrate how to use the added charge Example 1 Fixed Added Charge This example will show how a fixed Added Charge will be added to every transaction Enter the amount in the first field of the Added Charge Formula Figure 106 Added Charge Formula Default Added Charge Setup and Miscellanous Rates Select Proportios Added Charge Properties C Taes a Charge 1 00000 Amount Entered cuida F State Tax County Tax C Mirimum Change C Aordrg C Miscefansous Hints and Tips The Added Charge Piopeitie low youto setup an added charge thal e the eum 01 hwo COMponeeks a lead charge and a vetiebie charge le Cte x Dick an an ten n Ihe fom Lol more e cimation Bee m A 5 00 charge will be added to every transaction Figure 107 Weigh Form Transaction Details Default Added Charge Weight In 24000 Out 33000 Net s000 L s25 s1 Total Charge Added
64. Rates Previous Balemce 0 OO o Amount Poid 3 En Check Number a mows EE sa x EA oan neran d Curert Dala Ticha JBI Iton 2 Ticka Balanos 080 When Print Receipt when Saving is turned on an x is placed in the box a receipt will print to the ticket printer only when the Save button is clicked To store the payment click the Save button Version 3 5 159 Crediting Marked Transactions Accounting Crediting Marked Transactions The weigh form can be used to create negative weigh transactions in order to adjust the tonnage and charge for transactions that have been marked posted This type of transaction will calculate and apply a credit if desired The scale setting must be set to MANUAL when processing these transactions Correcting Weight Transactions Direction Incoming Adjusting transactions for an incoming material must use the Net button option In some cases this feature may already be in use Once the correcting transaction is entered it may be necessary to reset this option button To activate the Weighing Options window click the Options button Select Gross Mode from the Select Properties section Figure 145 Net button setting for Incoming Credit Transactions Select Plapeities Gross Mode Properties O Tichel ae C Weigh Fain C Set Het Wightin C Weight Sel Hel add Net Weight In O Tuck Grows Mode C Bedas Reade C Tae Update Hinta and Tipa The Grove
65. SEN No To accept the transaction with unequal Total Charge and Cash Received values click Yes To not accept the changes click No The following message appears Figure 155 Transaction Cannot Be Updated Message 1 Cash received does ra match total charge Ths l ran canot be updated Click the Ok button 168 Version 3 5 Reporting Quick Scan Edit the Total Charge or Cash Received values and click the Save button To undo any changes to the transaction click the Undo button Fields unavailable for editing are shown in gray To return to transaction details click the dot to the left of Transaction Details Use the row of function buttons at the bottom of Transaction Details form to navigate through selected criteria and edit transaction information Table 8 describes the buttons specific to Quick Scan Table 8 Transaction Details Function Buttons 5 Lock the transaction Do not allow editing The transaction is Lock aaia locked when returning Reprint the transaction ticket to the quick scan list oh Unlock the transaction for editing T Void this transaction Unlock Void To return to the list of scanned transactions click the Find button A warning appears if any changes have not been saved to return and save the changes click the Yes button To cancel all changes click the No button Totals To view the total weight yardage and unit count of the selected transactions click the Total
66. Short bed axle weighing refers to a scale that is not long enough to weigh the entire truck at one time Each axle is weighed separately and added together to get the total weight of the truck Each time the Axle button is clicked an axle weight is added to the Weight In or Out box The button can be clicked up to five times to add five axle weights together Figure 102 Adding Axle Weights in the Transaction Details Form Short Ade 13000 Aste 2 9000 Perle Otora ib 9000 Transaction Detaile Hautes fics D D Disposa Co Inc BitTo Acet 1 0 4D Dispora Co Ine dastlab be Truck Container x E nde Oo gaug AE Matesial Sold Waste ES sa Lie Area 16 Chippewa Fals A o Ade amena Rote Table Detaut Rat l W eaght tr T wi of Het J Total Charge 00 Added Charge HB dad ge Mies SOO MH 00 00 Tons O 500 par in Revbt The Weigh window title bar displays each axle weight To subtract the last axle weight hold the Shift key on the keyboard while clicking the Axle button Press the Store Ticket button when all axle weights have been added together 122 Version 3 5 Weigh Long Bed Axle Weighing Axle Weighing Long bed axle weighing refers to a scale that is long enough to weigh the entire truck The weight of each axle is calculated as the truck drives on the scale The current axle weight equals the scale weight minus axle weights already
67. Table Login Information Login Name Password za Guest read only 1 Operator read tables add transactions a2 Supervisor update tabl dd transactions 3 Administrator update e ng Level 3 is the Administrator level Only the administrator can add or delete users and reset passwords TransAct installs an admin login assigned to the administrator level that is not password protected Since the administrator level has access to everything 1t should be password protected After installation use the User Table to assign a password to the admin user Level 2 is the Supervisor level The supervisor level allows access to everything in the TransAct program except Logins This level is not allowed to add or delete users or reset passwords Only the administrator level is allowed to change the Next Ticket Next Receipt and Next Statement numbers Level 1 is the Operator level The operator is given access to read all tables but is not allowed to modify information in the tables From the Weigh form an operator can update and add tares using the weight on the scale they are not permitted to modify tare weights by typing in a value The operator level also allows an operator to view Quick Scan results run reports and perform the backup and restore Utilities Level 0 is the Guest level A guest is only allowed to view the tables e g Customer Accounts Categories and Permits in the program They are not permitted to edit
68. Tables Additional rate tables may be added to accommodate different pricing tables for different types of customers e g Contractor Public individual customers etc To add an additional table from the rates form click the Add a Table button An empty Rate Table category window appears The same window appears when Admin Categories Rate Table is selected Version 3 5 141 Rates Accounting Figure 125 Add a Rate Table Rate Table Table Code MI F Default Rate Table Deseription Rana ala Fix bo Mew Lar Man led Dok EgeTAw Enter a Code and Description To add the table click the Save button To return to the Rates table click the F Edit Table button The new rate table appears BRTAR Figure 126 New Table Rate hacia i MM rtgreing Ton Yard Coumt PF Tx L Ton Yed Coum RIPT Ld T T T AM Tb Diao tase Boas Place the cursor in the first column of the new table and enter the item number of the item receiving a special discount Tab to the rate field 1 e Ton Yard or Count and enter the special rate Use the tab or arrow keys on the keyboard to navigate through the table 142 Version 3 5 Accounting Rates Figure 127 Adding Items in a New Table Hates be IA dn ming nn tg NG Tom You Count RIP TH LO Ton Yor Count HET Le 2 Construction ard D
69. Tax2 Tax3 X X X X X x Xx Taxable Rate Total for all three rate types Rate1 Rate2 Rate3 X X X X X x x gt Rate1 Rate2 x lt Rate3 Rate Per Load Total for all three rate types Rate1 Per Load Rate2 Per Load Rate3 Per Load X x lt Xx Rate1 Per Load Rate2 Per Load x lt Rate3 Per Load Conv Rate Conv Rate1 Conv Rate2 Conv Rate3 Conv Rate FactorNum X X X X X x X Xx Conv Weight1 Conv Weight2 Charge Notes Payment Check Number Notes 1 Notes 2 Notes 3 Notes 4 X X X X x x lt Note Category Note Cash Ticket Charge Ticket No Charge Ticket Statement Number X X X X X OK X OK X X OK lt X x gt lt Version 3 5 69 Importing and Exporting Data Admin Converting Weights in an Export File All weights stored in the database are based on the unit of measure the scale indicator is set to e g pounds or kilograms This weight can be converted using the following keywords Pounds e Tons e Kilograms e Metric Tons Place the keyword after the database field within the square brackets When the unit of measure is yards or count the Net value is not converted Example Gross Tons Weight In Kilograms Net Weight Metric Tons Import Data TransAct can be used to import the data into the Transa
70. TransAct Using TransAct Using the TransAct Menus The row of icons found at the top of the TransAct screen is called the Menu Bar Each icon represents a pull down menu which lists available TransAct commands or implements a section of the program Producing a pull down menu and selecting commands can be done using the mouse or keyboard With the Mouse 2 Point to one of the icons in the menu bar and click the mouse button e g Admin A menu drops down and stays open until a command is selected e g Customer Accounts Move the mouse pointer until the desired command is selected Click the mouse to execute the command Figure 11 Selecting from the pull down menus Permits Categories Utilities Preferences About Menu items with an arrow contain submenus Select a submenu the same way Figure 12 Selecting a submenu Pi ES Ss Customer Acris Orders Mob Permis Capegctios Uther douns Printes Pest Data Terminal Port Tickets Holo Hadas The Weigh and Quit buttons do not contain menus The Weigh button opens the Weigh form and the Quit button exits the TransAct application Version 3 5 25 Using TransAct Welcome NOTE The following format will be used throughout this manual to indicate the selection of a menu and submenu Admin Preferences Ticket Printer Port This example corresponds to the above picture With the Keyboard Press and hold the ALT key on the keyboard to activ
71. TransAct 3 5 Scale Data Management Program Installation amp Operation Guide Scale o 001 50270 An Operators Reference to TransAct The Technical Guide to Planning Installing Configuring and Using TransAct in Your Organization Published by Advanced Weighing Systems Inc Version 3 5 29 Copyright Notice Copyright 1999 Advanced Weighing Systems Inc All Rights Reserved No part of this publication may be copied without the express written permission of Advanced Weighing Systems Inc For information on Rice Lake Weighing System s products and services including licensing product support and sales please contact your dealer distributor This manual is sold as is without warranty of any kind either express or implied respecting the contents of this manual including but not limited to implied warranties for the manual s quality performance merchantability or fitness for any particular purpose Neither Advanced Weighing Systems nor its dealers or distributors shall be liable to the purchaser or any other person or entity with respect to any liability loss or damage caused or alleged to have been caused directly or indirectly by this manual Trademarks All terms mentioned in this manual that are known to be trademarks or service marks have been appropriately capitalized Advanced Weighing Systems cannot attest to the accuracy of this information Use of a term in this manual should not be regarded
72. Utilities Restore from the main menu The Restore Database window appears Figure 40 Restore Database Window Restore Database E List of available backups bu103096 mdb Imsdata mdb template mdb 3 transact Enter Backup to restore without mdb bu103096 Options within the window include a List of available backups available drives directories where the files can be stored and space to enter a backup filename The restore utility searches the default drive and directory for backup filenames where the TransAct program is installed typically CNTRANSACT Backup filenames are listed in the List of available backups option box To view a drop down list of available drives click the E le down arrow To select your preferred backup drive click the drive letter To search a different directory use the destination option box Figure 41 Destination Directory transact 60 Version 3 5 Admin Restore Backup With a single click of the mouse select the backup filename to restore Figure 42 List of available backups Option Box List of available backups template mab To begin restoring the backup click the Restore button During a restore the current database is overwritten with the backup file selected A warning appears to verify continuation of the restore process To continue restoring click Yes To cancel the restore procedure click No Re
73. Weight field click the Net Net button The dollar amount credited is calculated using the incoming rate for the material selected from the selected rate table To complete the transaction click the Print Ticket button Direction Outgoing The Net button is not used for outgoing transactions Do Not change the Gross Mode setting in Weigh Options Start the transaction by selecting an Account or Truck Id Select the MANUAL scale setting Select the material and any other criteria pertaining to the credit transaction Enter the Net Weight from the original transaction into the Weight Out field proceeded with a negative sign Version 3 5 161 Crediting Marked Transactions Accounting Figure 147 Outgoing Material Credit Weigh 01 14PM Wednesday May 10 2000 A ES HI Transaction Details er Billto Acct E E Actve Disposal Reoydirg Inc Onmdieb tu E coman E Pup Trailer Material gt Tresled Sod Area l Hone batt Rate Table H Delad Astes El Weaght In ol Out su Not m0 Total Charge 500 Added Charge O 0 00 1 00 x Anouk Erbeved 3830 bronne gh Wien 53501 8050 450k 2 5 0175 po j The Net Weight is automatically placed in the Net box The dollar amount credited is calculated using the outgoing rate for the material selected from the selected rate table To complete the transaction click the Print Ticket button Correcting Yard or U
74. access it is assumed the user has some knowledge about their network The basic steps involved are listed below The process to complete each step may vary from one network operating system to another e g Novell Banyon etc If you are unfamiliar with your network setup work with your network coordinator to complete the following steps Example 1 New TransAct Installation Use the following steps if TransAct is being installed for the first time 1 2 5 Create a TRANSACT subdirectory on the file server Make sure every user who will be accessing the TransAct database from the server has been given rights to the new subdirectory Install TransAct on one computer After installation reboot the computer run TransAct and setup an empty database Quit TransAct and copy the following files from the local hard of the computer to the network drive eImsdata mdb template mdb e rpt all rpt files Use any windows editor such as Notepad to edit the C WINDOWS TRANSACT INI file Edit the following lines of the TransAct section TransAct DBDir network path to TransAct subdirectory On a Novell server the path could be F TRANSACT SITE This must be a unique alpha numeric character for each computer accessing the database on the network Run TransAct on the first computer and verify network access HINT Select Admin Utilities Backup the default drive should be pointing to the TransAct Version 3 5 subdi
75. ackup TransAct will step through these procedures Contact your TransAct dealer with any other questions concerning database repair Version 3 5 23 Uninstall Reinstall Welcome Uninstall Reinstall Uninstall When TransAct is installed it creates an Uninstall icon To uninstall TransAct click the Uninstall icon in the TransAct program group TransAct will be deleted from the hard drive and system file changes will be restored Uninstall does not remove the directory name or any database information in the directory Use File Manager or My Computer to completely delete the TransAct subdirectory NOTE The TransAct uninstall routine does not remove the following line from the system ini file If and error message occurs during boot up remove this line from the 386Enh section of the system ini file using any text editor e 6device C TRANSACT mnxx 386 Reinstalling TransAct to create an empty database 24 To create an empty database before entering real time company data TransAct should first be uninstalled To uninstall TransAct click the Uninstall icon in the TransAct program group TransAct will be deleted from the hard drive and system file changes will be restored Uninstall does not remove the directory name or any database information in the directory Use File Manager or My Computer to delete the TransAct directory Refer to Installing TransAct on page 18 to reinstall TransAct Version 3 5 Welcome Using
76. action Selection Criteria Export Transaction Selection Criteria Selection Gitene From Ticket ji To Ticket liz From Date 50200 To Date 5 10 2000 To select which transactions should be exported i e date range use the Selection Criteria form To continue once criteria has been selected click the Export button NOTE When the Save Settings option is checked all criteria settings will be saved with the exception of the date range NOTE By default TransAct uses the date in the Date In field for exporting A user may choose to use the Use Date Out for Date Range option when open transactions exist during the export process i e trucks have weighed in today but won t weight out until tomorrow The Export Data window appears Use this window to select the export file and the export definition file Figure 55 Export File Window Sgert peveti Select a Diva a Select a Daectory We ansact Export File Name 42270200 Log to Directory Detintion Fit f Expat e Zew Log M O recced s selected lor exporting Version 3 5 73 Importing and Exporting Data Admin TransAct will generate an Export File Name based on the current date To change the Export File Name select an existing export file name from the list or enter a different file name in the Export File Name box During the export process a prompt to overwrite the existing file will appear when an
77. ae aie eat Material Rate 2 11 Tons X Material Rate 1 35 00 73 85 73 85 X the State Tax 5 3 69 73 85 X the County Tax 0 5 37 Rate One total 77 91 Surcharge Rate 2 11 Tons X Surcharge Rate 2 0 00 0 00 0 00 X the County Tax 0 5 0 00 Rate Two total 0 00 Delivery Rate 2 11 Tons X Delivery Rate 3 40 00 40 00 40 00 X the State Tax 5 2 00 40 00 X the County Tax 0 5 0 20 Rate Three Total 42 20 140 Version 3 5 Accounting Rates Total Charge 120 11 Minimum Charges Table The minimum charges table is available to assign minimum charges for individual items When the Total Charge of a transaction does not meet the minimum charge requirement the Total Charge will be replaced with the minimum charge Enter the minimum charge amount for the item Move the cursor to the load Ld field and enter a Y Figure 124 Minimum Charges Table e A Tan Yard Caent 0 00 0 1 Sold Wsrte Conshucion ard Deno 0 00 lpp srca om 00 MIA Y IN 0 0 0 00 a Tre TT od LR r 100 000 Pakas Brush B Loge ooo 10 DOA F fy T 000 Y oodchpe Dos Treatod Soil Contaminated Sal aid aTebte Drws Thie A minimum charge of 10 00 will be applied to all Solid Waste and Construction and Demo material transactions Be certain to enter the minimum charge for each Rate type i e Material Surcharge and Delivery Additional
78. affects the program Figure 81 Options Saladi Py onesties Tickel Properties Beirne Ticket Format Fie fors E O Weigh F AAR Note Lie Span O El medio Ticket C Weight BT ulple liame per Ticka E Ensbie Ticket Held C Tuck Reprinted Tickets jp Grois Mode Ticket Pite Allow Presetting no waghts 3 I Pint Irconing Tichet C Jounal Pint C Unstendsd c 3 A FT Pin inconing Jouns Ticket C Tae Update E F Assign Ticket hon way Dut Hints and Tips The Ticket Properties abo you lo customize fhe formal of tickets Dick on anilam in ths fom tor more Fdtcrmation Ticket Ticket Format File The Ticket Format File changes the format of the printed ticket for the current transaction Change the Ticket Format File from the Transaction Details form 102 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Note Life Span In order to preserve database size notes are typically stored with open transactions and deleted when the transaction is completed To store notes with completed transactions set the Note Life Span value to the number of days you would like to have notes stored The note will be stored for that number of days beyond the transaction date A value of 366 saves notes indefinitely It is recommended that note fields be stored for as short a period as possible For example if a ticket will not be reprinted once it has been invoiced set the Note Life Span field to 31 days Immedi
79. al gate Je Data Area 10 Ciopova Fs y Default Rate jar Accounting rg ito Corsi Pup Troie To create a new customer account click the New button A blank Customer General Info form appears Customer Number Name and Address 36 Every customer account must have a Customer Number and Name The Customer Number cannot be larger than ten alpha numeric characters The Name cannot be longer than 40 alpha numeric characters Contact Name Address Address City State Zip Phone and Fax information may be entered for the customer but is not required This information can be printed on tickets and will be printed on statement invoices and certain reports Version 3 5 Admin Customer Accounts Default Categories When creating customer accounts default items may be set for each category Default category items are intended to simplify weigh form processing by eliminating the need to select category items every time a customer account is selected NOTE Using default category items will affect unattended systems Additional documentation has been created to better explain unattended features Please contact your TransAct representative to obtain this information To select a category item other than None click the arrow to display a category drop down list Select the item that will be used as the default for the selected customer account Default items will be used unless changed by the op
80. ame 54022702 00 Ignore Duplicate Tickets 7 Log to Applicetion Directory Definition Fike far g view ome ow A warning appears when an invalid filename is selected To select another file click OK To view either of the files click the View button The file will be opened using Notepad or Write During the import process TransAct creates an import log file Typically this file is stored in the same location as the import file When Log to Application Directory is checked the import log file will always be placed in the TransAct application directory Once the Import and Definition Files have been selected click the Import button An option to backup the database appears Figure 51 Backup prior to Import SS impalng or Exporting dela can polerdisiy make mary changes toyo dalabise we 7 org Sager pou paloi a backup amp the tine Would pou ike to make a backup rar Ho Cure To run the backup utility click Yes To skip the backup utility click No To cancel the import process click Cancel If errors are encountered during the read the operation is halted and an error message appears Version 3 5 71 Importing and Exporting Data Admin Figure 52 Import Error Message 50 errors occurred while importing data Click on the View Log button to see your error messages To clear the error message click OK To help determine what might be wrong click the View Log
81. an x in the Apply Finance Charge box When a default Monthly Finance Charge has been entered in the Setup and Misc Rates table or Discounts and Account Flags table a finance charge will be applied to any unpaid previous balance for all accounts A payment made during the billing period will be applied to the previous balance The finance change is applied to the remaining previous balance not covered by payments Example D amp D Disposal Co has a previous balance of 1 000 During the current billing period they made a payment for 800 If a 1 5 monthly finance charge has been setup TransAct with Accounting calculates the finance charge to be added as follows 1 1 000 800 200 2 200 X 0 015 3 The current balance is calculated by adding the unpaid previous balance finance charge and new charges We will use 300 of new charges during the billing period to finish the example 3 200 3 300 503 NOTE Use the Setup and Miscellaneous Rates table to setup a default finance charge Use the Discounts and Account Flags table to apply finance charges to individual accounts These tables are explained in detail earlier in this chapter Version 3 5 147 Statements Posting TransAct Plus Accounting By default a statement for accounts with a zero balance will not be printed If statements should be printed for accounts with zero balances place an x in the box next to the Print Zero Balance Statements to turn
82. ansAct select Admin About from the main menu A window containing the start up screen appears This window also appears when TransAct first starts Figure 67 About the TransAct Program T TransAct Plus Ox AAA Logins Admin Weigh ti Attended Quit About TransAct Plus E Sa e o a A Rice Lake Weighing Systems LT TransAct Plus for Windows Serial Version Copyright 1998 All rights reserved Other brands and products are trademarks of their respective holder s Version 3 5 87 About Admin 88 Version 3 5 Use the Weigh section of TransAct to create and complete weigh transactions The information created during a weigh transaction is stored in the TransAct database Transactions can be edited or voided using the Quick Scan features found in the Reporting menu To create or complete a transaction click the Weigh button in the menu bar Version 3 5 89 General Weigh Window Information Weigh General Weigh Window Information After clicking the Weigh button from the menu bar the first of two forms appears The first form Select Transaction is used to start a transaction or select an open transaction for completion The second form Transaction Details will be discussed later Figure 68 Select Transaction Form Weight D930 AM Tuesday Febeuwary 17 2004 1 os mete a Begin a now bhansacion by entering a value in one el thase fakte Select Transacbon A PRACT Perni
83. ansaction can be processed Badge A Badge Number number corresponds to an assigned number for an ID badge This number must be unique throughout the truck table When a badge reader is used with TransAct information read from the badge is used to identify a customer vehicle or account While two different accounts can have a truck number 100 only one account can use Badge Number 100 Reset Notes Daily To clear the note fields for all trucks on a daily basis place an x in the Reset Notes Daily box These fields are cleared when the Weigh button is clicked for the first time each day Notes Two truck note fields are available When used these notes will appear as note lines one and two in the Weigh window Truck notes can be overwritten during a transaction During a transaction there will be an option to save the new notes with the truck The new notes will replace the existing notes Weigh Only To setup a truck to be used for a weigh only or check weight application place an x in the Weigh Only box The date time and weight are printed on the ticket but a transaction is not stored Example An unattended system may mount the digital readout remotely from the scale where it is not visible to a driver Drivers needing to check their weights can swipe a check weight card through the reader to have their weight printed on a ticket This type of transaction is not stored in the database Unattended Tare Update To all
84. are done editing the TRANSACT INI file run TransAct to initiate the changes Save the changes to the TRANSACT INI file Start TransAct Defined factor fields will appear in the category that rates are attached Admin Categories Material Pounds Gallons or Kilograms Gallons and Pounds Barrels Figure 175 Conversion Fields AS Code e Description Cortaminsted Sol Linit Count Stall k li gt l OK a fave Put Brew gt Men Orde Dite Erd Use the following key words for printing conversion information on a ticket Conv Weight1 Conv Weight2 Use Units within the square brackets to display the conversion units e g Gallons or Barrels Conv Weight1 Units Conv Weight2 Units 204 Version 3 5 Appendix Product Conversions Conversion information is also displayed when the transaction charge details of a ticket are viewed in Quick Scan Figure 176 Conversions in Quick Scan Transaction Scan Transection Charges Ticket 3833llan 1 Ste A Total Charge EE Gallons Moteticl Surcharge Basels ean Added Charge Cash Received 0 0 Sime Chick Number County 0 50 Billed E Statement E Trereection Detalz Trerceclon Chaigss 2 S O Trareaction Noter Using the conversion factors from the previous figure the following calculations were made 24000 pounds 100 gallons 240 Gallons 24000 pounds 500 Gallons 48 Barrels Charges can also be
85. are2 as Container and Tare3 as Pup Trailer NOTE Tare refers to the empty weight of the vehicle Gross refers to the vehicle weight plus the load Net refers to the Gross weight minus the Tare weight Material Direction The Transaction Details form displays a Material Direction box When Incoming is selected as the Material Direction the tare weight is placed in the Weight Out field When Outgoing is selected as the Material Direction the tare weight is placed in the Weight In field Select No Tare to record tare IDs and ignore tare weights When No Tare is selected the transaction is treated as a Weigh In Weigh Out transaction Example During the winter months scale users may not want to use tare weights when ice and snow build up can cause inaccurate weights and charges When a transaction is started the material direction is read from the Default Material Direction set in Options Processing a Tare Transaction To start a transaction click the Weigh button from the menu bar The Select Transaction form appears Select an Account Permit or Truck Id to start a transaction The Transaction Details form appears Figure 78 Tare Weight Applied to Material Coming into a Site Weigh 08 21AM Wednesday April 05 2000 33000 Transaction Details Hauler 17 F D Dipose Co Ino Bitto Acct 7 D b D Diposa Ca Ire Order Job E Truck 103 235400 v M sid Diechon z
86. ars The Transaction Details form contains information stored during the Weigh In process If an incorrect ticket was selected click the Cancel button to return to the Select Transaction form Figure 75 Transaction Details form Weight D202 AM Wednesday Judy 29 1998 Fira idem Werth Optra 2 40 0 0 x F Tiansaction Detais Hauler D amp D Dieposd Co ino Bill To Acct D pa Order Job li uan fan Pore eget Sod Waste Assa 11 Creme Fal lr Weight In L 7 w Dut 2d Wet YY Total Change 57650 Added Charge 0 0 00 141 00 xAnncunt Entered B5 dat ter S0 650 30 Tora 0 1500 pe in Fievbr The scale weight appears in the Weight Out box The net weight is calculated and displayed in the Net Weight box and the Added Charge field becomes available during the Weigh Out Type an amount to be added to the Total Charge in this field Use the function buttons on the right to add notes record cash payments and print tickets 96 Version 3 5 Weigh Weigh In Weigh Out Yard and Unit Count Transactions Cash Button Charge Accounts with a Current Balance When a payment is received during the transaction click the Cash button TransAct applies the entire payment toward the account For example a customer pays a 17 charge with a 20 bill TransAct applies the 20 toward the account and will not calculate change due The payment i
87. as account number address and default categories click the General Info button NOTE Accounting features such as previous balance current balance and the not invoiced check box have been removed from TransAct and are only available for TransAct Plus Version 3 5 145 Statements Posting TransAct Plus Accounting Statements Posting TransAct Plus Statements Use Statements Posting to create billing statements apply finance charges update account balances and post transactions A statement will be created if a customer carries a previous balance or has account activity throughout the statement period To generate statements select Accounting Statements Posting from the main menu The Statement Posting Options table appears Figure 131 Statement Options Window Statement Posting Optiorre Type Dates SS Seren i enevzoo al To 1 s2004 a O Invoice Sr Grane Pesca 0 a Kaenda Dayal Options Destination F Apok Finance Chage Erin eP El PF Pint Zeto Balanca Stalenarte Ur Stared rvokce Staement _ Copies 1 Type Select Statement to update account balances apply finance charges and mark transactions Dates To Date The date entered in the To Date box will be used as the cutoff date for transactions charges payments and credits A statement will include all unmarked transactions thru the selected date Example Many organizations issue monthly statements on the last day o
88. as affecting the validity of any trademark or service mark TransAct is a registered trademark of Rice Lake Weighing Systems Window is a registered trademark of Microsoft Corporation TM Zip is a trademark of Iomega Corporation Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are hereby acknowledged Information in this document is current to revision 3 5 14 of the TransAct software and is subject to change without notice Version 3 5 29 Backup Backup Backup It is strongly recommended that a backup of Interact is completed DAILY Since a computer hard drive is one of the most common components to fail a daily backup to another type of media should always be performed Our software products provide a utility for backing up the database The database can be backed up from within our software When using a tape backup the database should be backed up to the local hard drive before running the tape backup utility Iomega Zip Drives The Iomega Zip Drive is a device which allows you to store 100 MB or more of information on one diskette A Zip disk is more reliable than a regular floppy diskette Therefore only two Zip diskettes will provide an adequate rotation plan Disk 1 will be used Monday Wednesday Friday and Disk 2 will be used Tuesday Thursday Saturday When installed the Zip drive appears as another device and is lettered ju
89. ash Rounding Properties 2 2493 2 20 8 1 A a ec 133 Miscellaneous s epena se DAS AS A AAA ti A ee tee E 133 Monthly Finance Charge 23 02 ci0c4 vi a o aa e da 133 Easy Cashi rt RD e A Se Cua tg ee det 134 12 Version 3 5 Th Detault Rates Cable a PI pale Oe eee eae eee Be eee eee 137 Rate Type One Material qui a een ee ee a a bee ae aes 137 Rate Type Two Surcharge jh cae eit he ei ee eae eee ee de 138 Rate Type Three Denvery tis parsen WS ee eS ke Ra a a E aw Rees 139 A Final Rate Example a shed Soka os Gh ds at rs anh he te Segre a a ed Si 140 Minimum Charges Table i taiirsa ts dsc cy ad oy A eee eos eee we ese eee 141 Additional Tabl S vacio 48444 dr choad Reha a ROSCA AEE data 141 Rates for adobe e a ee Se eee eee 144 Creduing Returned Material rs sand ety dedi ead geese Ron SRE bass 144 Discounts and Account Flags idad 145 Statements Posting TransAct Plus s 0s4eyhe A Se a twee NS AE AAA 146 talements Sl Rom tis ete la Ls ot a oa e otf re 146 PV DC seine BEAR SOLARA RTE CHOSEN AAA De OER RES 146 Dates is GRO ad ee PAD NS A eves 146 Te Date aria is heh itchy hte tee Reiko headin hades 146 Gr ce Penod moesie VAN es ok IA 8 REN A E ARA ARA Pa Se a 147 ODIONS ra Set x rele hod At ee has ee 147 Apply Finance Charge usina rd ed aoe ty WAGs bisa teow eT AGS 147 Print Zero Balance Statements ys2 od ool A BAS a SA SS 148 DAALCIEHE INGLE nr ana ed ais de ed e ln a ee A 148 Destination tai dt LE bea 148 ES e a e e a t
90. ate Ticket To skip the Next Item prompt during a transaction place an x in the Immediate Ticket box Figure 82 Print Ticket Decision box Next Item What s next on this ticket Close Ticket Don t Print Cancel The Print Ticket Decision box will not appear and a ticket will print immediately when the Print Ticket button is clicked NOTE This feature cannot be used with the Multiple Items per Ticket or Enable Ticket Hold feature These two features are automatically turned off when Immediate Ticket is turned on Multiple Items per Ticket When Multiple Items per Ticket is turned on items for different category types and units of measure can be placed on the same ticket Using a landfill application as an example a single ticket could contain separate items for garbage tires and appliances A charge for each item is calculated and stored separately in the database They can be grouped together and totaled when printing a ticket Click the check box to turn Multiple Items per Ticket on An x in the box indicates the feature is on Version 3 5 103 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Enable Ticket Hold When Enable Ticket Hold is turned on tickets may be placed on hold and re opened from the Ticket drop down box This feature can be used for cash transactions when a driver needs to drive off of the scale before they pay for their transaction The scale is not tied up and can be
91. ate has been completed and TransAct returns to the Select Transaction form When not checked the Transaction Details form is not closed after the tare update has been completed Lock Weight when Updating Tare When checked TransAct will automatically lock the weight on the scale while the tare weight is being updated Display Full Detail when Adding New Tare When checked the tare detail window appears when a new tare is created This window contains the same fields as the Truck Table window Users with Administrator or Supervisor privileges can update any of the fields A user with Operator privileges can only update the Tare Number Tare Description and Tare License fields Returning to the Weigh Window To return to the Weigh window click the Done button Update Tare Button The Update Tares button allows for tare weights to be updated or added during a transaction The weight on the scale can be used as the tare weight or the tare weight can be manually keyed The Update Tares button is only available at the beginning of a transaction NOTE When a list of tare weights is available use the Tare tables from the Customer Accounting window to enter the data faster Refer to Tare Buttons on page 38 Updating Existing Tare Weights To start a transaction select an Account Permit or Truck Id from the Select Transaction form Wait for the scale to stabilize and the motion indicator to clear Select all tares needed to complete
92. ate the menu bar One letter in each icon that appears on the menu bar is underlined The underlined letter is the menu s hot key Each command has an underlined hot key While holding the ALT key press the underlined letter to display the pull down menu For example to access the Admin pull down menu using the keyboard press ALT i To select one of the commands release the ALT key and press the underlined letter from the list or use the UP and DOWN arrow keys and press Enter Closing a Menu To close a pull down menu move the mouse pointer into the TransAct window and click or press Escape ESC on the keyboard Using Dialog Boxes Windows and Tables TransAct is designed to use dialog boxes throughout the program For simplicity dialog boxes are referred to as windows throughout this manual Each dialog box could have several tables lists or forms associated with the window All of the information necessary to run TransAct is entered into these dialog box windows Dialog box windows are often separated into groups Current options are highlighted or have a dotted rectangle around them There are two ways to move from one option to another Mouse Click the option or group Keyboard To move from one option to the next or move to a different option group press the TAB key To move the opposite direction hold down Shift and press TAB To move between options within a group use the arrow keys Press ALT plus the underl
93. ation file TRANSACT INI To change the Rate Basis refer to Editing the TransAct Initialization File in the Appendix Version 3 5 137 Rates Accounting Figure 120 Example of a Completed Rate Table Table i ela Fae El Aep E 1 Scbd Waste 023 Constiuchon and Demo Apphonces Tess Pallte Brush B Laca 000 Weoodch pe Dos Treated Soil E 0 00R r H 6 0 00 000 Contaminated Sal aida ad Drws The The above figure shows how a rate table may be setup for incoming and outgoing transactions e 1 Solid Waste This item will use a rate of 42 35 per ton for all incoming transactions e 3 Appliances A customer will be charged 10 00 for each appliance brought to the landfill and 5 00 for each appliance taken from the landfill e 4 Tires A charge for tires can be calculated by weight or count Incoming and Outgoing rates for tires are different The weight rate has been setup for calculating a charge when large truck loads of tires are brought to the site e 7 amp 8 This site takes Contaminated Soil in at 18 48 per ton The Contaminated Soil is processed and resold as Treated Soil The Treated Soil is sold at an outgoing rate of 35 00 per ton To save any changes to the rate table click the Save button To undo any changes to the rate table click the Undo button Rate Type Two Surcharge To enter rates fo
94. bs assigned to a Bill To account place an x in the List Jobs for Bill To Acct Only option box When checked only those jobs attached to the selected Bill To account will appear in the Transaction Details form When unchecked all active jobs will appear in the drop down list Expired jobs will not show up in the list 106 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Automatically Add Job Items When checked a prompt will no longer appear when a ticket item is not part of a job To turn this feature on place and x in the option box NOTE Changing this option will affect unattended systems List Materials with Rates Only When checked only those materials with entries in the selected rate table will be shown in the materials drop down list Manual Entry in Selected Units When checked manual weight entry will be in the units selected When the Units button during a transaction is set to Tons and the Manual scale is used to enter a value in the Weight In and Out fields the value being entered will be read as Tons NOTE This feature is only available to use with single weighments When using this feature for Incoming transactions one of the Gross Mode options must also be selected to activate the Net button in the Transaction Details form Weigh Threshold The Threshold is the minimum scale weight required before the transaction can be processed Tolerance The Tolerance is
95. button Correct the problem in either the import file or definition file and try again When data has been read correctly a summary message similar to the following appears Figure 53 Import Complete Message Py 55 kysio were processed wth no ross gt 9 bansachom were rejectod Total Weight 5 653 784 00 Total Charge 90 205 31 Tala Cid 20 00 Would you he to odd these to your database If the summary information displayed is correct click Yes to complete the operation and add the transactions to the Transaction Table To cancel the operation click No Nothing is added to the Transaction Table NOTE Rejected transactions are transactions that did not meet the selected criteria The import was still successful and the transactions processed with no errors transactions that meet the selected criteria can still be added to the database A reference to duplicate tickets will be made in the log when the Ignore Duplicate Ticket feature is turned on TransAct will also display duplicate tickets as rejected transactions Click the View Log button to view a list of rejected transactions and why they were rejected Export Data Data can be exported from the Transaction Table once an export definition file has been created To run the export utility select Admin Utilities Export Data from the main menu The Transaction Selection Criteria window appears 72 Version 3 5 Admin Importing and Exporting Data Figure 54 Trans
96. ccount select the appropriate Bill To Acct Use the arrow next to the Bill To Acct option to display a list of customer accounts Version 3 5 93 Weigh In Weigh Out Yard and Unit Count Transactions Weigh 94 If tare information is defined for an account the available options are enabled in the Transaction Details form When a tare weight with a weight of zero is selected the transaction is still considered a Weigh In Weigh Out transaction One reason for using a zero tare weight is to track truck numbers for reporting purposes If the tare field has a weight the transaction is completed using the tare weight For an explanation of tare weight transactions turn to Transactions with Tare Weights on page 99 NOTE Tare information can only be selected when a transaction is started When a transaction is created the account default categories are displayed To change a category item use the drop down list next to each category option Any changes to the default items are stored with the current transaction When the account is selected for a new transaction the default items reappear ma To change the unit of measure click the Units button The status bar at the bottom of the window displays how the charge is calculated The status bar also displays the direction of the transaction incoming outgoing and charge type payable or receivable To change to yards click the Units button until it displays Yards To change to c
97. ction Details Hauler p P ve Diporal Recpeing Ine E amoniaco Ie Dider Job Tuck 501 15000 Neira ET Incoming Contain de ee Pag Tote dC Ta Matenal Sold Wate Area l Hone bet Rate Table H Delad Fister E Weight in axo Out 15000 Met ano Total Charge Added Charge 0 00 1 00 x Amour Enteted HB bres gk Hai wieght is lees than the miraa wakas cel Dpions in Revel With only the weight of the truck on the scale click the Update Tares button Figure 90 Wagh D258 PM Tuvedae Apeil 04 2000 Pres erem Transaction Details Update Tare Hauler 3 Active o E Which Tare are you updating Add Mode vin C Tiuck Ecetia O Add as rarman O Coman C Truck Pup Trader dd as pamered C Pup Trader Truck 110 Tare Values Tuck acco Scal Combined fo Cortaner fs _ f Truck 101 has acombired tare with Conesives hls 12000 b Verify Truck is the selected item Click the Save button Click the Done button The weight entered for the Truck is subtracted from the stored combined total for Truck Container The result is stored in the Container table as the tare for the Container 114 Version 3 5 Weigh Reprint Ticket Button Print Weight Options Update Tare and Reprint Ticket Buttons To reprint any ticket click the _ Sst Reprint Ticket button The following window appears Figure 91 Reprint Ticket Repird Ticket E Entos a Ticket Number ff OK opening a ticket from _ox anothe s
98. ction Table once an import definition file has been defined To run the import utility select Admin Utilities Import Data from the main menu The Transaction Selection Criteria window appears Use this window to select specific data to import Figure 49 Transaction Selection Criteria Import Transaction Selectan Cntasia Selection Criteria From Ticket o To Ticket a From Date a TeDare List Network Sites a Select T ppe F PII Eduga Select scout E Select Job E pr Select Material i Solos es gt Select Hate Table a I Seve settings c E To import all data from the import file leave the date range empty and all fields set to 3 All Click the Import button To import only certain data from the import file use the Selection Criteria form to determine which information should be extracted from the import file Data can be selected by ticket number date range account or category codes To continue click the Import button 70 Version 3 5 Admin Importing and Exporting Data NOTE When the Save Settings option is checked all criteria settings will be saved with the exception of the date range The Import Data window appears Use this window to select the import file and the import definition file Figure 50 Import File Window Select a impart File Select a Diva pem mb Ej zj soliton Sedect a Daectory ci a F gt transact i Import File N
99. custom report does not run after an upgrade If someone else designed the report contact them for assistance 190 Version 3 5 Appendix Customizing a Ticket Customizing a Ticket A ticket format file is used by TransAct as a template for generating transaction tickets The format file can be generated with any text editor such as Notepad or Write and can be assigned any operating system Windows 95 98 NT or Windows 3 1x compatible name filenames must be 8 characters or less All ticket files must be placed in the same directory TransAct was installed usually C TRANSACT Multiple ticket formats can be created Within the TransAct program a system default ticket is selected Admin Preferences Tickets Unless otherwise specified all transaction tickets will print using the default ticket In the customer account table a different ticket that will override the system default ticket can be selected for an individual account A different ticket can be selected during a transaction through the Options table To setup a printer for ticket printing select Admin Preferences Ticket Printer Port from the main menu Please refer to the section Ticket Printer on page 80 for more information on configuring the printer Ticket Types TransAct has been designed with a few custom ticket files and file extensions to perform different functions GTK Standard ticket files have a GTK extension The following GTK ticket files are a
100. d backup names bu021898 mdb le X Imsdata mdb a template mdb wsand mdb ES Enter backup name double click for default bu021898 J Backup successfully completed Options within the window include a List of used backup names available destination drives and directories where the file can be stored and space to enter a backup filename To view a drop down list of available drives click the e x down arrow To select your preferred backup drive click the drive letter NOTE The TransAct backup utility will not backup directly to a read write CD ROM Backup to the local hard drive then use Windows Explorer to copy the file to the CD ROM To select a different directory use the destination option box Figure 38 Default Directory transact Version 3 5 Admin Creating a Backup File A default backup name is generated by appending the system date to the letters bu i e bummddyy To change the filename place the cursor in the filename box Figure 39 Entering a Filename Enter backup name double click for default bu103196 To change back to the default filename place the mouse I beam in the filename box and double click To begin the backup process click the Backup button If an existing backup filename is selected either by highlighting the filename in the list or by typing it in the Enter backup name option box a warning appears To overwrite the fi
101. d now see Category 1 Title Commodity SubCat1 SubCatiTitle SubCat2 SubCat2Title Save the file and Exit the Notepad editor Quit TransAct and then restart TransAct to make certain all changes take effect Commodity should now be listed under Admin Categories Example No 2 Let s say a third category is required called Area this category is automatically installed with the Solid Waste demo database It does not matter which inactive category you choose to edit We will use Category 2 for our example Run the Notepad editor found in Windows Select File Open Find TRANSACT INI in the Windows subdirectory and open the file Scroll through the text until you find the following lines Category 2 Title SubCat1 SubCat1 Title SubCat2 SubCat2Title Version 3 5 187 Editing the TransAct Initialization File Appendix Position the mouse I beam after Title and type the word Area just as you would like to see it displayed in TransAct Category 2 Title Area Save the file and Exit the Notepad editor Quit TransAct and then restart TransAct to make certain all changes take effect The changes made to the TRANSACT INI file will take effect when you run TransAct When you return to TransAct and select Admin Categories your new category heading appears in the menu Select your new category to begin adding items Example No 3 Ok let s try something harder Two sub categories can be added to each category We wil
102. das 170 Voiding from the Transaction Listo lis os Sie cae es ies bee e8 170 Voiding a Ticket from Transaction Details 0 0 0 ce eee ee eee 171 Viewing Editing and Voiding Multiple Item Tickets oooooooooooo o o 172 Deleting a ticket with Multiple Items Global Void 00 0 172 Editing or Adding Notes lt 23c40 0 4 cra a ke wae eee 173 Reps Geshe A nga oho 174 Major S tt Onder ara Wows a o TS E Ge ey res we ee eS 175 Minor Sort Order ssie ne sesdiy orig ae ee a sai e eee ene 176 General Report Opuons ent et ccd ce SEs ete Sede eee eat eon ee 176 Pint Options 4 osetia Paced eka A ta eee oes 177 Custom Reports 4 acts vey ban pete iii yew os 178 Bate REPOSAN e She SAA aes 179 14 Version 3 5 Creating Batch Report Riles tes ot bro ae aie ae bette o en Sd elon 179 Editing and Deleting Batch Report Files 0 0 0 cee cece eee eee 180 Appendix 181 Editing the TransAct Initialization File 2 0 2 eee eee 182 i EransAct Le si es ba er ade STA Md es e dd O e e a e Fe 182 Options ia aguas A ea Wee ese A Aaa ane ee ea 183 PTiGkKetsNOtes ck See a aes Sas Bids A deat ended 183 Weish Options 434 ete y IRA ES oy 183 Mr fhe ee A tara ane ee cease a nett tiaras Lane geen tea tauren RR 185 Auto VareBxpite rssi sionti aa aopa Ps AAA eked EA A 185 Rates sica tal eet tees uae ah Cue br wie tte tha bland eae ay cual He 186 Me asuredRates 3 4 2c0tiveneydwiatodant teow Rede eh iee ed ee enw
103. dded when TransAct is installed DEFAULT GTK PRWEIGHT GTK and UNATTEND GTK DEFAULT GTK The DEFAULT GTK file should be used as a template to design custom ticket files Make a copy of the DEFAULT GTK file and rename it before editing the file When naming the file use something familiar for example the company name or an abbreviation of the company name e g STILLSON GTK To use the newly designed ticket as the default transaction ticket select Admin Preferences Tickets Cunent Ticket Number 12 gt Default Ticket Type icon git Joumal Ticket joaralglh J Receipt Ticket Type jer en q Caren Receipt Number iH Current Invoice Number Ticket Note Havo a Nico Day Copies H a a Xx dave Orde Version 3 5 191 Customizing a Ticket Appendix Select the ticket from the Default Ticket Type drop down list TransAct will use this ticket definition as the default ticket type Other GTK ticket files can be created and used as custom tickets To use a specific ticket for a particular customer design the ticket using the same ticket rules give the ticket a meaningful name i e a form of the customer s company name Select Admin Customer Accounts and select the specific customer s account Select the ticket from the Ticket Type drop down list To save the change click the Save button NOTE To use the Default Ticket Type selected in the Preferences window leave this field blank PRWE
104. displays the direction of the transaction incoming outgoing and charge type payable or receivable Use the function buttons on the right to add notes receive cash payments cancel transactions and print tickets Notes button To add information that will print on the ticket click the NOTE Notes are not normally stored in the database unless the Note Life Span in the Options section is set to the number of days the notes are to be stored Note Headings are defined under Preferences in the Admin section The cash button works identical to the way it was described for Weigh In Weigh Out type transactions To store the transaction click the Print Ticket button The print ticket decision window appears Figure 79 Print Ticket Decision Window Next Item What s next on this ticket Close Ticket Don t Print Cancel To print the ticket and store the transaction information click the Close Ticket and Print button 100 Version 3 5 Weigh Transactions with Tare Weights To store the transaction information without printing the ticket click the Close Ticket Don t Print button A message box appears asking if the customer received their change To finish the transaction click Yes Cash Received will be recalculated to equal the Total Charge When the No button is clicked a message appears stating that a payment has not been received Click the OK button to return to transaction details When the customer has been
105. e the Weigh form to continue To update transactions click Yes NOTE If statements were already printed but not marked and do not need to be reprinted select to View the statements Select a TransAct Plus function i e the Weigh form to continue and click Yes when prompted to update transactions Invoices Use Statements Posting to create billing invoices and post transactions if desired An invoice will be created if a customer has any account activity for the selected date range An Invoice will list transactions calculate total due and mark transactions To generate invoices click the Accounting Statements Posting The Statement Posting Options table appears Figure 135 Statement Options Window Statement Posting Optore Type Dates a temen Ee O Invoce Grane Pesca 0 E Falenda Daya Options Destination F pa Finance Chage PAE a T Pint Zein Balanco Stalenarts T Use Sterdad Irvoice Sttement Statement Note Copie 1 View Type A date range is available when Invoice is selected as the Type Only transactions within the date range will appear on the invoice Version 3 5 151 Statements Posting TransAct Plus Accounting Dates From To Date A date range can be selected by using the calendar control to the right of each date Grace Period Payments can be granted a Grace Period A grace period is the period of time a company may give their customers to pay the previous bill The Grac
106. e Options button in the Weigh form It is recommended to use the Options window for all other changes Scale labels can be changed from the default values of 1 and 2 and customized to meet the users needs Scale labels in the Weigh form will reflect the new text Scale1Text new label Scale2Text new label 184 Version 3 5 Appendix Editing the TransAct Initialization File Figure 171 Scale Labels Weigh 11 15AM Wednesday January 16 2002 Tares Use the Tares section to activate the three tare options At the time of installation some or all of the tares were activated Active tares are displayed in TransAct under Admin Customer Accounting To activate a tare button position the cursor after the equal sign and type the name for the button Remember to type the name in exactly as you would like to see it displayed in TransAct Existing Name Tare3 New Name Tare3 Pup Trailer To deactivate a tare position the cursor after the existing name and press the Backspace key on the keyboard until nothing is displayed after the equal sign Existing Name Tare2 Container New Name Tare2 To change the name of a tare button delete the existing name and enter your desired name Existing Name Tarel Truck New Name Tare1 Vehicle NOTE Tare4 Tarename will not work TransAct only recognizes three tare options AutoTareExpire To activate enter the number of days a tare should remain active AutoTareExpire 90 In the above
107. e Period applies only to payments Payments made within the grace period will be applied to the previous balance Use the 2 up down arrows to increase or decrease the number of days granted for the grace period including non business days i e weekends Statement Note A Statement Note can be used to print a message on every invoice Destination Window To view the invoices before printing select Window as the Destination Click the View button to preview the invoices before printing Printer To print the invoices directly to the printer without first viewing select Printer as the Destination Click the Print button Invoice Backups It is highly recommended a backup be created prior to invoice processing In the event a mistake is found or transactions are prematurely marked the database prior to invoice processing can be restored It is also recommended these backups be kept in a location separate from the daily backups If backups are normally stored on a network server create a separate directory to store these backups If backups are normally stored on a zip disk maintain a separate disk for invoice backups 152 Version 3 5 Accounting Statements Posting TransAct Plus Click the Yes button to perform the backup functions The backup window appears Figure 136 Backup Window List of used backup names le 040898 z P gt transact Emter backup name double click fos defaulth 105778
108. e de do que Ea 151 VPC EAS EAS As 151 Dates aa sn aude daa aber ad subo e da hd ee ee Re 152 From To Daten A e O eens Dh aig at es 152 Grace Period AA A AA AAA 152 Statement Note eect e rte a e egos E de Rattle 152 D sti ati n HS E SHES Go oS eS Ea Ww ERAS SAA Bele 152 Window A E AE eee AA E as 152 Printet sra E A a We eee ae E E E 152 Invoice Backups 000000 aad an aa pp ska Ae eee eae eae E a 152 Payments TransAct Plus ONIY 0000 E A A A AA 155 Recording a Payments tt AAA edad 155 Version 3 5 13 siste en Payment ceed fe a aiid Gare Sle ee e ad eked 155 Multiple Item Payment 2 22 est2esdied bee tdaewoeew teal ed saw heen 156 Adding Notes to a Receipt 22 22 n 6s cedaenbedeew Reed debe ee eee Bedwas 157 Print Receipt when Saving 2 2 4 sian bade Ate ed eee dS ee aad Bees 157 Applying a Credit esie san SS oy Sea Sa 158 Applying Payments Toward a Ticket Number 0 0 0 e ee eee oo 159 Crediting Marked Transactions ia ee bes Se A a eS LOS 160 Correcting Weight Transactions 0 0 cece eee eee eee nee 160 Direction Incoming esee To A Ba ene foals 160 Direction Outgoing rd tds dais 161 Correcting Yard or Unit Count Transactions 0 0 0 0 eee eee eee 162 Alternate Suggestion Gc tte en cantor ne do tas cb o Bat ela 163 Reporting 165 QUICK SEM a RS a ad Saati asias 166 O A RR 166 A E A 166 SCAN ANS RN AA AS AS A ANA AAA oars A AA 167 Totals Lt A yA AA A Bead cet 169 Voiding Pickets A A ES a i
109. e the database open at the time of performing a database archive or database archive restore 210 Version 3 5 Networking TransAct How TransAct Works on a Network Error 3167 The following error occurred while attempting to move to record This error occurs when a user has deleted a record you are trying to move to when using the navigation buttons To clear the message click OK You will continue to get the message until the table is refreshed To refresh a table reselect the table Example User A and User B open the Customer Account table at the same time User A deletes account 16 User B clicks the Next button to move through the table When User B gets to the point where account 16 use to be the following message appears Figure 181 Error 3167 The following error occurred while attempting to move to record Error 3167 Another user has deleted the record to which you are moving Example To clear the message and continue click OK To avoid getting the message reselect Admin Customer Accounts Version 3 5 211 How TransAct Works on a Network Networking TransAct Error 3197 The following error occurred while attempting to update record This error occurs when the record you are viewing has been updated by another user In order for you to change the record click OK to continue The updated record appears Enter your changes and click the Save button This error may be seen when editing any table such as Cus
110. e the report The rest of the Report Options window is broken into four sections Major Sort Order Minor Sort Order General Report Options and Print Options Major Sort Order Items available for sorting include ticket number account hauler permit job all three tare types e g Truck Container Pup Trailer and all defined category types up to four To view a list of available sort orders use the drop down list Depending on the item selected other criteria may become available Figure 163 Major Sort Order Repart Type Tonnage and Charges 71999 Waor Sort Order Select Ordes Account Entes Account To ql Subcategory Version 3 5 175 Reports Reporting For example choosing Account Number will make the From To boxes available To enter a range of account numbers move the cursor to the Enter Account box Enter the first account number to include in the report Move the cursor to the To box and enter the last account number to include in the report If subcategories have been defined for a category they will also be available when the category is selected Click the down arrow to choose a different subcategory item Minor Sort Order Minor Sort Order options are available for the following report types Tonnage and Charges Charges and Payments Credits The Minor Sort Oder options are the same as Major Sort Order Figure 164 Minor Sort Order Report Options E Report Type Tonnage a
111. e to use with each category This note field can be printed on tickets and exported The field name can be changed by editing the TransAct initialization file For more information about the TransAct initialization file see Editing the TransAct Initialization File in the Appendix Inventory Units To activate inventory tracking for an item select the unit of measure UOM that will be used to track the item weight pounds tons kilograms or metric tons yard or count Enter a beginning inventory balance Inventory will automatically be adjusted with each incoming and outgoing transaction Selecting the UOM from the inventory section can be useful even when material inventory is not tracked When this option is active the Units button in the Weigh form automatically switches from the default UOM to the UOM set in Inventory Units for the selected material For example most transactions are weighed therefore the system default UOM is probably Pounds or Tons However not all items in the list may be weighed items Tires brought to a landfill are probably counted Select Tires from the item list Click Unit Count from the Inventory Units list then click the Save button Whenever Tires is selected from the Transaction Details form the Units button will automatically switch from the default UOM to Unit Count During a transaction the UOM can always be changed by clicking the Units button If the VOM is changed during a transaction and no longer
112. ears To void all three selected tickets click Yes To return to the scanned Transaction List click the Cancel button Ticket number 3837 and all three of its items will be voided Editing or Adding Notes To add or edit Transaction Notes or select a different ticket type click the dot to the left of Transaction Notes A window containing notes from a transaction appears Transaction Notes Tieket 3522 len 1 Ste A Vehicle PedJosp License sr VE Name H Masias Address hepena Fats Trereaction Dotais Trereection Chaigss XTA Dh yo Ew To change note information or select a different ticket type click the Unlock button To reprint a ticket click the Save button then click the Print Ticket button Version 3 5 173 Reports Reports Reporting The Reports command provides several ways to extract database information into a report Database transactions matching selected criteria in the Report Options table are displayed in report format Reports can be viewed and printed Report Types include e Tonnage and Charges e Charges TransAct Plus e Payments Credits TransAct Plus e Balances Reconciliation TransAct Plus e Aging TransAct Plus Jobs TransAct Plus Tare Listings Account Listing Permit Listing TransAct Plus Category Listings To generate a report select Reporting Reports from the main menu The Report Options table appear Figure
113. en the ticket is printed and the transaction is closed the amount charged is recorded as the amount received To turn Easy Cash on place an X in the box to the left of the Easy Cash option NOTE The cash drawer will open if one has been installed When turned off the Cash button must be clicked when completing a cash account transaction When the Cash button is used the cash received can be entered into the Amount box and change back will be calculated 134 Version 3 5 Accounting Rates Rates The rate table is used to attach a rate to each category item Standard tables include Default and Minimum Charges Rate types defined in the Setup and Misc Rates table appear as a drop down list in the rate table All rate types are available for use with each table To open the Rates table select Accounting Rates from the main menu The Rates table appears Figure 115 Default Rate Table Table fi Defeul Reales iba Rate Pasil lr a CRIN nnn ee OS RIF TH La Ton Yor Count HET Le 1 Sold W s 423 ooo aso acoja y TN Conshucton ard Deno 2848 App iences yr 4 Tree Pads Brush B Logt Weonadch pe Dean Treated Soil Contamnated Sal ai ds Drws Thie Rate tables are listed under the Table drop down list The Default Rates and Minimum Charges tables lists every item from the category table
114. ename by appending the date selected in the Date To option box to the letters ar 1 e armmddyy Place the cursor in the filename box to change the filename To continue click the Archive button Because archiving will alter the database TransAct recommends making a backup of the current database prior to archiving The following message appears 62 Version 3 5 Admin Archive Transactions Figure 44 Backup Warning E p Archiving will backup and potentially remove many transactions from your database We strongly suggest you perform a backup at this time Would you like to make a backup No Cancel To backup the database prior to archiving click Yes Archiving continues once the backup is complete When a backup prior to archiving is not desired click No To return to the Archiving Transactions window click Cancel If a filename has been highlighted in the List of archive files or a duplicate filename typed in the Archive Name option box a warning appears To return to the Archiving Transactions window click No Enter a different filename in the Archive Name option box To overwrite the existing filename click Yes If a filename is not specified a warning appears To return to the Archiving Transactions table click OK Type a filename in the Archive Name option box To continue click the Archive button To use the default filename place the mouse I beam in the filename option box and double click
115. eno 2200 aod 00 fr fN oo aof aofa y TN 4 5 Padeta Brush amp Loge 700 LAR Y N 00 coo ajA y N Treated Sal 1500 10 R AT SS ha ai Tokie Irwy The mhion Td asson EZA area awt 100 Once rates for the new table have been entered click the Save button to save the changes Only add the items receiving a special rate to the table Items selected during a transaction that are not listed in the new table will use rates from the Default rate table To undo any changes click the Undo button In order for a customer to use a special rate select Admin Customer Accounts To select an account click the Find button Select the desired rate table from the Default Rate Table drop down list Figure 128 Selecting a Default Rate Table Customes Account Table Curtomer General Into Customer Number Name o amp D Disposal Co Iro Contact Name Als 1100 yates Stree Addess AY ripper Fak State Province Zip Postal Code 54723 Phone Far Ticket Type Delault Material To save changes click the Save button When the customer is selected during a transaction this rate table will be used NOTE To print the rate tables select Reporting Reports from the main menu Select Rate Listing from the Report Type drop down list Version 3 5 143 Rates Accounting Rates for a Job All rate
116. erator when transactions are created in the weigh form Figure 19 Selecting Default Categories Customer General Info Customer Numbes Mame D D Discesel Co ire Contaci Nome Address 210 Water Shot Address City Chopawa Fak State Province ver Zip Postal Code 54723 Phone Sst eta te Senge o A Default Arca Code Descophon Sob ie Default Rato Table f z Condiucion and Dano Accounting ira Apolarea 3 4 Iros 5 Podete Brush b Logt E Woodch ps Osan Treated Sal Contaminated Sal Version 3 5 Customer Accounts Admin Accounting Info The Accounting Info button displays the Customer Accounting Info form Figure 20 Customer Accounting Info Customer Accounting Info 11 D amp D Dieposal Co ine Previous Balance 55 780 17 J Cunent Balance s10 07544 soo Last Transaction 7 23 199901 2301 PM Discount Aate im x Account Revoked f Finance Charge x pa E ota gt Not Billed County Tax n Creda Limit s000 Enables Credit Limit Check M This form allows the user to adjust previous and current balances establish a credit limit and enable TransAct to check a credit limit during a transaction It also allows the user to setup an account as revoked tax exempt cash only and not billed When an account is revoked TransAct prompts the user and the transaction cannot be completed Special discou
117. es Figure 92 Transaction Details Form Weigh 11 12AM Tuesday December 02 1997 Transaction Details Hauler BETO Acct 11 D amp D Disposal Ca ine Ordena ooo O E aH taiar C Digg x pe ui Tono s a C No Tate Appliances Area 0 Chopene Fak E L Rato Table Dima Fate Quantity in E Dut Mor Total Charge 3300 Added Charge 0 09 1 00 x4mourk Entered JT deskah ters 2000 2000 20Unk E 000 pel in Revbr Select Appliances from the Material list Click the Units button until Count is selected Enter a quantity of two 2 in the Quantity In box Click the Print Ticket button The Next Item dialog box appears 116 Version 3 5 Weigh Multiple Items per Ticket Figure 93 Print Ticket Add Item Decision Window Next Item What s next on this ticket Close Ticket Don t Print Add a Weighed Item Add a Count Item Add a Yard Item o a To add the second item Tires click the Add a Count Item button The first item is stored and the Transaction Details form reappears NOTE When any Add button is selected the current item is closed and the Transaction Details form reappears Figure 94 Adding a Multiple Item Weigh 11 17AM Tuesday December 02 1997 Petiet Cpe lb A ET 0 Transaction Details Hauler BiT o Acet 11 D amp D Disposal Ca Ine Dide rr
118. f MeasltEs orita Posey ented acide is 202 Column Postioama la dad 202 Unit of Measure Rate and Tax Hierarchy 0 0 cece eee ee ene 203 Unto Measure na a o E e A e te tT e fee 203 Level One Default UOM i psu cscsinea das cramen A eas a 203 Level Two Inventory UOM so a e EER ATE DES 203 Level Three Order Job Units of Measure 0 0 0 eee ee eee eee 203 Product Conversions t Pate ape od epsilon ae ed dns 204 Networking TransAct 209 How TransAct Works on a Network 0 0 0 2 c eee cece terete eneee 210 Statement Processine eric AS SNA ESA AAA ees 210 Record Archiving and Restoring Archives 0 0 e ee eee eee eee eens 210 Error 3167 The following error occurred while attempting to move to record 211 Error 3197 The following error occurred while attempting to update record 212 Transaction Numbers ivi ee ee eR nye soa e seals E 212 Installing TransAct on a Network 0 cece eee tenes 213 Example 1 New TransAct Installation 0 0 00 eee eee eee eee 213 Example 2 Moving TransAct from a stand alone computer to the network 214 16 Version 3 5 Welcome Welcome Welcome and thank you for purchasing TransAct This program is designed to help reduce labor costs minimize human error and increase overall efficiency in your operations Standard program features include Automatic Ticket Processing Ticket Editing Voiding and Reprinting Detailed and
119. f the Weigh Form The headings can be configured within TransAct Change the headings by selecting Admin Preferences Note Headings Weigh Options Most of the TransAct weigh options can be changed within TransAct The following items can only be changed by editing the TRANSACT INI file UOM defines the default unit of measure for all transactions Valid names are Pounds Yards Unit Count Kilograms Tons or Metric Tons The unit of measure can be changed during a transaction by clicking the Units button in the Transaction Details form UOM Tons SCREEN1Focus allows the user to determine which field will be active Account Permit Truck Id in the Select Transaction form when the Weigh button is selected Valid text is Account Permit or Truck Id Default focus is Account when left blank or not used SCREEN1Focus Truck Id SCREEN2Focus allows the user to determine which field will be active in the Transaction Details window Default focus is Bill To when left blank or not used The focus can be changed to the Order Job field or any of the category field names e g Material Refuse Origin etc SCREEN2Focus Material Version 3 5 183 Editing the TransAct Initialization File Appendix Axle Weighing is available as two different options Short or Long Short axle weighing refers to a scale that is too short to weigh the entire truck each axle is added together Long axle weighing refers to a scale that is long enough to weigh t
120. f the month When Statements Posting is selected from the Accounting menu the current system date appears in the Statement To Date box If today is February 3 2004 and only transactions dated through January 31 2004 are to appear on the statements change the date in the To Date box to 1 31 2004 146 Version 3 5 Accounting Statements Posting TransAct Plus To enter a date use the keyboard or click the calendar button to the right of the date option box Grace Period Payments can be granted a Grace Period A grace period is the period of time a company may give their customers to pay the previous bill The Grace Period applies only to payments Payments made within the grace period will be applied to the previous balance Use the l up down arrows to increase or decrease the number of days granted for the grace period including non business days i e weekends NOTE The grace period must be entered in calendar days not business days If the grace period includes weekends make sure to include those calendar days in the grace period In order to use a grace period statements must be processed after the Grace Period Figure 131 shows a Grace Period of three days Since payments are accepted for three days past the statement date processing cannot occur until after the grace period For this example statement processing should occur after 5 3 02 Options Apply Finance Charge To Apply Finance Charges click the mouse to place
121. fa tara Jrol General Repent Options Piet Options Use Standard Reports Vente Destination i r Delos Level izo TZ Fracci n To ES List Metros Saos Tab Dalmtad Text Fie There are several different Destinations to choose from within the Print Options section To view the report on the computer screen before printing select Window Click the View button When viewing a report a row of function buttons appears at the top of the window Figure 167 View Window Page 2 of 3 CITC OTe ee Version 3 5 177 Reports Reporting To view all pages of the report use the navigation buttons at the top of the screen The following table describes each button Table 10 View Statements Invoices Buttons 014 s l S The Stop button allows the user to stop Id View THe Tish slalemenvinvoree m generation of the statement invoice 4 View the previous statement invoice 19 Magnify Un magnify the statement invoice gt View the next statement invoice Print the statement invoice gt View the last statement invoice To print the report directly to the printer select Printer The Copies button becomes available To increase or decrease the number of reports you want printed use the mouse To create a file containing report information choose Text File To open the file use Windows Notepad Wordpad or Word for Windows The file will be space delimited and will look like the report generated
122. following Appdir C TACT DBdir C TACT SITE B SITE is set in TransAct by selecting Admin Preferences Company Data A unique SITE ID must be assigned to each computer when operating in a network environment It is strongly recommended that all defaults be used during the installation process Error logging is also turned on and off in this section Use the following commands to turn on the different types of logging Log Off Log On Log Unattended Log On logs all changes in Reporting Quick Scan and Admin Preferences 182 Version 3 5 Appendix Editing the TransAct Initialization File Log Unattended logs every communication between the ATS 2 and TransAct When logging is on it writes a lot of information to the TRANSACT LOG file and should not be left on indefinitely Logging should be turned off once it has been used to determine the cause of an error message or improper use of the system Options The Options section contains the path and filename to the directory where the database resides If there is a problem running TransAct because the file cannot be found check the path When defaults are selected during installation this line will look as follows SystemDB C TRANSACT TRANSACT MDA If the path or directory name have changed delete the existing directory name and type in the new path or directory name Ticket Notes The Ticket Notes section defines the headings for the Notes feature o
123. from TransAct To create a file containing report information separated by commas choose Comma Delimited Text File To open the file use Windows Notepad Wordpad or Word for Windows All information from the report will be separated by commas To create a file containing report information separated by tabs choose Tab Delimited Text File To open the file use Windows Notepad Wordpad or Word for Windows All information from the report will be separated by tabs To return to the Report Options table select Reporting Reports from the main menu The Report Options window will display the previously selected criteria The Report Options window returns to default criteria when TransAct is restarted NOTE The Aging report groups unpaid transactions in the following age brackets O to 30 days 31 to 60 days 61 to 90 days and Over 90 days It is possible the sum of unpaid transactions in the above four age brackets will not equal the current account balance This can be due to the initial balance entered when the account was set up or by archiving unpaid transactions The amount of the initial balance is placed in a fifth age bracket called Initial Balance Custom Reports Custom reports can be added to TransAct Please refer to the Appendix Editing the TransAct Initialization File for information about creating custom reports 178 Version 3 5 Reporting Batch Reporting Batch Reporting The batch reporting feature allows users to p
124. ga 390 Malaria gt Total Cred 30 Arsa ho Dhippewa Falls Rate Table Delad Roes Weight In 21000 Our 0 Net Total Charge ya o Added Charge 0 00 14100 x Anouk E nerea Pra RAR APENAS TY When the truck returns select the open ticket from the list of open tickets in the Ticket drop down list The open ticket appears in the Transaction Details form Figure 96 Multiple Ticket Weight Out Weigh 059AM Wednesday July 29 1993 re EN Transachon Details Hauler D EO Cispasal Ca Inc moas DE kOOisposalCo inc 8 6 6h lttt S Teutk x Comtairal Pup Trader Material Area 10 Chopera Fall 7 Rate Table Defeat Plates kl Went in co Gut mM Net Total Charge pozer Added Charge 009 1 1 00 x Anor Ertered Piar dd Biers 912233 SOS 5 To 550 pa in Revbl 118 Version 3 5 Weigh Multiple Items per Ticket To store the weighed item click the Print Ticket button The Next Item dialog box reappears Click the Close Ticket and Print button The three item ticket is completed and will print Reopen a Multiple Item Ticket When an item needs to be added to a ticket that has been closed select Reopen a multiple item ticket from the Ticket drop down list of the Select Transaction form Figure 97 Reopen a Multiple Item Ticket Weigh 10 07 AM Wednesday December 03 1997 Select Transaction
125. gin Information Login Name Password Security Level 3 Administrator update everything y Real Name First N LastName User logins consist of a login name optional password security level and full name Only the Administrator is given access to the TransAct User Table To create a new login click the New button An empty Login Information form appears Login Name The login name can be a maximum of eight characters long Letters and numbers can be used but no spaces Information in this field is not case sensitive Example If the Login Name is Admin with a capital A the user does not have to type Admin when logging into the system They can type admin with a lower case A and still log onto the system using the Admin account Password Passwords are optional but recommended to ensure a secure environment Without password protection anyone can sign in as the administrator and make unauthorized changes to the database Passwords can be a maximum of eight 8 characters long Letters and numbers can be used but no spaces The password is not case sensitive When entering a password an asterisk is used to symbolize a character 32 Version 3 5 Logins Login accounts Security Level To display a drop down list of valid security levels click the arrow next to the Security Level option TransAct provides four different levels of security Figure 16 Security Levels User
126. given the correct change click the Print Ticket button again to close the ticket If Tarel requires a Tare2 or Tare3 the following warning appears Figure 80 Required Container or Pup Trailer IN This Truck requires a Container to be selected o This transaction cannot be added Example Trucks hauling containers can be setup to require a container To setup Tare1 items to require Tare2 or Tare3 items refer to setting up a Customer Account in the Admin section To return to the Transaction Details form click the OK button Select the item required Tare2 or Tare3 and click the Print Ticket button NOTE To change the transaction date press the F10 button on the keyboard Select the date of the transaction and click the OK button Version 3 5 101 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Print Weight Button To print the scale weight date and time to the ticket printer click the Print Weight button The print weight function does not create a transaction Options Button To view the Weighing Options form click the Options button The Weighing Options form allows the operator to configure different modes of operation Available options are listed as bullets on the left side of the form Clicking each bullet will display the properties for each group The Hints and Tips section provides a description of each item and how it
127. going side of the transaction The site code is replaced by an asterisk for temporary tickets To complete a transaction select the temporary ticket from the Ticket drop down list from the Select Transaction form When Print Ticket is clicked the asterisk is replaced with the actual site code and next sequential outgoing ticket number 104 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Form List Order The List Order option determines how tables containing lists e g Customer Account Open Ticket and Categories will be displayed in drop down lists A dot next to an option indicates it is selected When By Code is selected lists display in code order When By Description is selected lists display in description order Pressing the F11 function key in the Weigh Form or before clicking the Find button for any table toggles between By Code and By Description To find an entry in a drop down list start typing the code when List Order is By Code Alternately type first few characters of the description when List Order is By Description Current sort order is displayed in the TransAct header Sot Orda Dasz Adjustments TransAct provides two Adjustments fields Percent of Load and Percent Deduction When a description is entered in either box the boxes appear in the Transaction Detail form If no description is entered the boxes do not appear During a transaction the Weig
128. gtk items 50 81 50 81 9000 Ibs 0 0022 per 30 00 1 01 Tax Out Revbl A quarry has three different delivery zones one two and three The Added Charge for each zone is multiplied by a zone charge of 15 00 Zone one is charged 15 00 zone two is charged 30 00 and zone three is charged 45 00 The Amount Entered equals the zone number Version 3 5 Accounting Setup and Miscellaneous Rates Example 3 Using Fixed and Variable Charges This example will show how a fixed charge and variable charge can be setup in the Added Charge Formula Figure 110 Added Charge Formula Added amp Variable Charges Setup and Miscellaneous Rates Select Properties Added Charge Properties O Tastes Fina Charge le1500000 a Amount Entered cs cis Y State Tax FT County Tar C Mirian Charge C Rordrg C Miscelansos Hints and Tips The Added Charge Piopeitie low you to setup an added charge that e the eum ot ho components alwad chage and a valeble charge Cte x Cick an an ten n the fom loi more H cemation Sve D This final example combines the first two examples and adds Sales Tax to the total added charge Figure 111 Weight Form Added amp Variable Charges Weight In Total Charge Added Charge 5 00 15 00 x Amount Entered AB wissotagik Titems 57 59 5753 9000 lbs 0 0022 per 35 00 2 79 Tax Out Revel Referring to the previous zone example the following
129. hanges made to the TRANSACT INI file will take effect when you re run TransAct When you return to TransAct and select Admin Categories Area The new sub category heading will appear in the category table as a drop down list To select a sub category item click on the drop down list Indicator Types TransAct has provided several scale indicator types with the program The Indicator Types section is a listing of the indicator name and a series of codes that define the indicators serial stream to TransAct DO NOT change the data in these fields If your indicator is not listed please contact your TransAct representative for assistance Scale Settings amp Scale 2 Settings TransAct does not recommend using the Scale Settings section to change your scale port settings All the items can be changed and tested within TransAct Select Admin Preferences Scale Port select the scale indicator type connection baud rate flow parity and stop bits Select the Test button at the bottom of the window to view the data the computer is receiving from the scale indicator Printer Settings TransAct does not recommend using the Printer Settings section to change your printer port setup All items can be changed and tested within TransAct Select Admin Preferences Printer Port 1 and Printer Port 2 Select the printer type connection baud rate flow parity and stop bits Select the Test button at the bottom of the window to send up
130. he No button to install an empty database To install an empty database click No To install a sample database click Yes A sample database is useful to help users become familiar with entering information into TransAct If you have never used TransAct installing a sample database is recommended The message Database Conversion Successful appears To continue click OK The TransAct login screen appears Version 3 5 21 Getting Started Welcome Figure 9 Login into TransAct Login Form Enter Login and Password Type Admin in the Login Name box and press Enter or TAB twice No password is initially defined NOTE When TransAct is running a key will appear in the Windows System Tray The key represents the Key Server program and continually checks for the a valid TransAct license If this application is terminated TransAct will run in Demo mode To restart the Key Server application Quit and restart TransAct Quitting the Program kk To quit TransAct click the Quit button The TRANSACT INI File During installation Setup creates the TRANSACT ini file located in the windows directory This file contains default information ticket file preferences category setup and other information used to run TransAct The Appendix contains instructions for modifying the TRANSACT INI file NOTE DO NOT DELETE OR CHANGE the location of the TRANSACT INI file If this file is deleted or moved to another directory Tra
131. he entire truck but still needs to weigh each axle Previous axle weights are subtracted from the total weight to determine the current axle weight Invoke Axle Weighing by adding one of the following command lines AxleWeighing Short AxleWeighing Long Category Note is a note for each category item that is tied to rates This field can be exported By default the name of this field is Note To change the name add CategoryNote to the end of the weight options section followed by the field name CategoryNote Description DeductiveAdjustment allows the user to use the second adjustment field in the weigh form as a weight value that is subtracted from the net weight or as a percentage of the net weight Invoke DeductiveAdjustment by adding one of the following command lines DeductiveAdjustment Weight DeductiveAdjustment Percent Percent is the default when TransAct is installed NOTE Be certain to activate the second adjustment field in the weigh form To enter a meaningful name in the Percent Deduction Label field click the Options button The Account Hauler Bill to Acct and Job labels can be customized by adding the following text with the new label name AccountSelectText new label AccountSelectedText new label AccountBilltoText new label JobText new label NOTE The AccountBilltoText and JobText labels will be used for unattended prompts All the other information in the Weigh Options section can be changed by selecting th
132. ht In Weight Out and Net Weight fields do not change The status bar displays the adjusted weight in the charge calculation Adjustment 1 Percent of Load Label Use the Percent of Load label when splitting a load between two or more items Be certain to turn on Multiple Items per Ticket in the Ticket section Example A recycling center may use the Percent of Load field when haulers bring in mixed loads e g cardboard and newspaper Instead of having the driver weigh in weigh out for each material the scale operator enters a value in the Percent of Load field and clicks the Print Ticket button The operator selects Add a Percent of Load Item button The Weight In Weight Out and Net Weight fields do not change The next material item is selected a value is entered in the Percent of Load field and the Print Ticket button is clicked Adjustment 2 Percent Decrease Label Use the Percent Decrease Label when adjustments effect a single load Version 3 5 105 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Example Grain elevators take moisture into account when weighing grain On the inbound transaction the trailer is weighed and the weight is stored The grain is unloaded and tested On the outbound transaction the percent moisture is entered Use the percent deduction field to enter the percentage The adjusted weight will print on reports and can be printed on tickets as well The adjusted percent is stored wi
133. ined letter in the option name 26 Version 3 5 Welcome Using TransAct TransAct Buttons Navigation Buttons The same navigation buttons are used throughout Trans Act The following table identifies these buttons and how to use them Table 1 Function Buttons Si Save changes to an existing table E Create a New table entry New Display the First item in the table Undo any unsaved changes to the item da aj Ex ISS Display the Previous item Delete the item from the table ho 13 lt 2 2 D Find shows a listing of all items Click the item to select see Figure 13 Ts a 22 Display the Next item d Display the Last item 3 EN These buttons will be found at the bottom of all tables Find Button The Find button opens a window containing a list of items in the table Figure 13 The Find Button Select Account Record Number Account Name 3 osal amp Recycling Inc Adams Drywall Bigbill Trucking amp Excavating Co Bob s Boat Repair Camey Lawfirm Carpet Cleaners Ltd Cash Customer Chop Chop Shop County Highway Department CVCA D amp D Disposal Co Inc D L Construction Co Dayton Township of Dept of Natural Resources Eau Claire County Parks Eau Claire DOT EM Groudhog Racing Inc Excavating Inc Fire Department Fred s Taxidermy Version 3 5 27 Using TransAct Welcome To select an item from the list click the desired item To print the entire lis
134. iner Weigh O245 PM Tuesday Apeil 04 2000 Transechon Details oa C EE Bill to Acct B Active Disposal 5 Recycing Inc Order Job Teack 501 15000 Mataia Direction gt C Digg Pup Trailer C No Tate Matenal None Area None hd Rato Tablo H Delad Fates El Wesght in ico Out 21000 Net wol Total Charge ico Added Charge 0 00 1 00 xAnourk Entered SEB beeen gk Nol wegh lees than the minimum vaks zal p Options Fin Aces The Update Tare form appears Figure 88 Update Tares form Weigh WA4EPM Tuneday Apeil 14 2000 E Agive Depas Reyna Ire Which Tare are you updating O Truck Truck Corianet O Conan C Truck Pup Trader C Pup Trader Truck 10 Contamos Tare Values Twok icc Combined Scale sue Corlane a Select Truck Container The truck number and container number appear and the combined weight is stored Click the Save button then click the Done button Version 3 5 113 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh When the truck returns to the scale without the Container start the transaction by entering the Truck Id from the Select Transaction form Only the Truck tare will appear in the Transaction Details form do not select a Container Figure 89 Transaction Details update tare Weigh 0249PM Tuneday Apeil 04 2000 Transa
135. ing on the scale To place a ticket on hold at the end of a transaction click the Print Ticket button Click the Hold button from the print decision menu Figure 100 Ticket on Hold button What s nest on this ticket Close Ticket Dont Pini Cancel Hold To receive cash and print a ticket that has been placed on hold select the ticket from the Tickets drop down list Figure 101 Select a transaction Hold Weigh OF40 AM Tucaday Febeumy 13 20M RE Begin a new transaction by entering a value in one of these fields Select Trameaction Ticket E da Click the Cash button to receive cash and record a check number Click the Print Ticket button then click the chose Ticket and Print Close Ticket and Print button Version 3 5 121 Axle Weighing Weigh Axle Weighing Axle weighing can be activated for Short or Long scales by adding one of the following lines to the Weigh Options section of the TRANSACT INI file Refer to the Appendix on Editing the TransAct Initilization File AxleWeighing Short AxleWeighing Long NOTE Axle weighing is not an NTEP certifiable form of measurement Therefore individual axle weights are not stored with the transaction Only the total weight is stored with the transaction When axle weighing is enabled an Axle button for recording axle weights becomes available in the Transaction Details form Short Bed Axle Weighing
136. ing permits at this point Figure 29 Permits Window Permits Permit Number Permit Name Active Disposal amp Recycling Inc Mailing Address PO Bor 3 Street Address ji E O O City Lake Delton State Province WI__ Zip Postal 53940 Phone 608 254 7278 License Number L153 1111 2222 33 License Plate i Memo WDNR License No 10531 Issue Date Expires El Status Customer Account 3 Active Disposal amp Recycling Inc y Discount Rate To create a new permit click the New button To select an existing permit click the Find button at the bottom of the window A window containing the Select Permit table appears Every permit must have a Permit Number and Name The permit must also be attached to a Customer Account The Permit Number cannot be larger than nine 10 alph numeric characters The Name cannot be longer than forty 40 alpha numeric characters Select a Customer Account from the Customer Account drop down list The address driver s license and memo fields are optional Enter the address information in the Address City State and Zip fields When entering a Driver s License the first character must be a letter A forty 40 character text option box is provided for the Memo Version 3 5 Admin Permits If desired enter a permit issue date and expiration date in the appropriate option boxes If a date is not specified the permi
137. ions Accounting 164 Version 3 5 Reporting Reporting Use the reporting section to quickly scan stored transactions based on selected criteria reprint or edit stored transaction tickets and create daily weekly and monthly reports based on selected criteria Version 3 5 165 Quick Scan Reporting Quick Scan The Quick Scan utility provides a quick way to view edit and void transaction ticket information It allows you to scan transactions based on categories and customer accounts for a specified date range To run a quick scan select Reporting Quick Scan from the main menu The Transaction Selections Criteria table and Selection Criteria form appear Figure 150 Selection Criteria Form Transaction Selectan Crtetia Selection Gitene From Ticket To Ticket L 712941909 To Date pul Exciuder Y udad Select Account E fll Select Matettal E Bil Select Route E z pr ES TT Save settings Assa Scan If the ticket number is known it may be entered in the Select Ticket Number option box To view the transaction click the Scan button To find a transaction or group of transactions select a date range and other known criteria To enter a date use the keyboard or click the calendar button to the right of the date option box To select other search criteria e g Account Job Material etc click within the Select box select the desired item from the drop down li
138. ix Editing the TransAct Initialization File During installation Setup creates the TRANSACT INI file located in the Windows directory This file contains system defaults ticket file preference category setup and other information used to run TransAct Each section of the TRANSACT INI file is surrounded by brackets Most sections are configured within the TransAct program itself For example the Tickets Notes section is configured from within TransAct by selecting Admin Preferences Note Headings It is best to configure these sections within TransAct where the graphical display can be utilized To edit other sections use an editor such as Notepad Quit TransAct before editing the TRANSACT INI file When you are done editing the TRANSACT INI file run TransAct to initiate the changes NOTE Do not use spaces when entering programming type of data Do use spaces when separating category names or sub category names such as In Landfill or Peat Moss etc TransAct The TransAct section contains the path to the directory where TransAct and the TransAct database have been installed If there is a problem running TransAct because a file cannot be found check the path When defaults are selected during installation this line will look as follows Appdir C TRANSACT DBdir C TRANSACT SITE A If the path has changed back space over C TRANSACT and type in the new path name A valid path name could look similar to the
139. k Table Use the Update Tares button in the Weigh form to update tares using the weight from the scale Set Date When a Tare Weight is entered the Set Date field is automatically set to the current date computer date This date is used to calculate the expiration date when the AutoTareExpire feature is used See Editing the TransAct Initialization File in the Appendix for more information on using the AutoTareExpire feature Expire Date The tare weight can have an expiration date Use this field when routine tare weight checks are part of your process A warning appears during a transaction if a tare has expired The operator can choose to use the expired tare or reject the expired tare and do a weigh in weigh out transaction Description This description appears in the tare drop down list on the Transaction Details form of the Weigh window and Quick Scan form Axles and License Dialog boxes are available to enter the number of Axles and the License number of the truck Maximum Weight TransAct will not allow a transaction to be completed when a truck exceeds the Maximum Weight The following message appears during a transaction 40 Version 3 5 Admin Customer Accounts Figure 23 Maximum Weight Exceeded Warning This truck weighs more than its legal maximum ie This transaction cannot be added To clear the message click OK The truck must weigh less than the weight specified in the Maximum Weight field before the tr
140. l use the new Area category from example 2 Area will be used to determine where Material is going to or coming from The Area list will include a list of townships cities and villages To help classify each Area we will add Type as a subcategory The sub category will help create more detailed reports To setup a sub category run the Notepad editor found in Windows Select File Open Find TRANSACT INI in the Windows subdirectory and open the file Scroll through the text until you find the following lines Position the cursor after SubCat1Title Type in the word Type as you would like to have it appear in the program Category 2 Title Area SubCat1 SubCat1Title Type SubCat2 SubCat2Title Position the cursor after SubCat1 type a single unique character identifier followed by a comma and name surrounded by parenthesis Category 2 Title Area SubCat1 C City T Township V Village O Other SubCat1Title Type SubCat2 SubCat2Title Unlike the main category where TransAct automatically defines a none category item you must define None as a sub category item 1f desired All sub category items must fit on one line The screen will scroll to the right as you type As soon as it wraps to the next line you have gone too far 188 Version 3 5 Appendix Editing the TransAct Initialization File Save the file and Exit the Notepad editor Quit TransAct and then restart TransAct to make certain all changes take effect The c
141. le button while holding down the Shift key on the keyboard Click the Print Ticket button Version 3 5 when all axle weights have been calculated 123 Axle Weighing Attended vs Unattended Attended vs Unattended 124 TransAct provides a number of unattended interfaces These interfaces are defined as data terminals in the Data Terminal section under Admin Preferences When a data terminal is defined the Attended menu button is displayed on the Weigh form TransAct must be in the Weigh form in order to switch to Unattended mode E Click the Weigh button of the menu bar The Attended button becomes active This designates the system is running in attended mode KJ To switch to Unattended mode click the Attended button in the menu bar The button changes to the Unattended button All manual features of TransAct are disabled until the Unattended button is clicked and TransAct is put back into Attended mode Additional documentation has been created to better explain each Unattended feature Please contact your TransAct representative to obtain this information Version 3 5 Accounting Accounting Use this section to define rates and taxes setup rate tables customer discounts print statements invoices and record customer payments and credits NOTE Depending upon the version of TransAct you are using certain features may be disabled TransAct Plus has all features enable Version 3 5 125 Defining Taxes
142. led during the day the fifth line will display the new item hauled Truck totals are updated for each transaction When the transaction direction is the same as the default direction the transaction weight will be added otherwise it will be subtracted Load count is always incremented no matter what the direction The accumulated daily totals for all trucks are reset at the start of each day To save Truck tare information click the Save button To return to the Truck Table list click the Done button To return to the Customer Account Table click the Done button A warning appears if any changes have not been saved click Yes to save the changes To cancel all changes click No Container Tare2 and Pup Trailer Tare3 As mentioned above each customer account can have two additional tare tables To enter Container Tare2 and Pup Trailer Tare3 tare weights follow the same procedures as entering Truck tare weights Version 3 5 43 Orders Job Table Admin Orders Job Table Use the Orders Job Table to monitor job costs organize transactions and define special rates To create or edit a job select Admin Orders Job from the main menu The Orders Job Table appears Figure 25 Job Table Window Onder ob Table ml Accounting Date coef aaao a Cae a Tel SS to e Incoming C Outgoing Fret Special Instructions Last Tanes amp Rates Tae Exempt State County z Notes and Reminde
143. lename click Yes To return to the Backup Database form Click No If a filename has not been entered in the Enter backup name option box a warning appears To return to the Backup Database form click OK Backup Successfully Completed will be displayed at the bottom of the Backup Database window once the backup is complete Deleting Existing Backup Files The entire database is backed up whenever a backup is performed While it is important to backup the database daily it is equally important to delete old backup files Deleting old backup files helps keep information on the computer hard drive manageable No more than one month s worth of backups needs to be stored on the hard drive One or two weeks is probably more realistic NOTE Some users store a backup once a month just prior to running statements The backup file created prior to statement processing begins with an st instead of a bu Do not delete this file To delete old backup files select the file to delete from the List of used backup names option box with a single click To delete the selected file click the Delete button A warning appears before the file is deleted To delete the file and proceed click Yes To return to the Backup Database window click No Version 3 5 59 Restore Backup Admin Restore Backup A backup may need to be restored if the existing database becomes corrupt or damaged To run the backup restore utility select Admin
144. lo ener the alo code firat ond then Cancel the numba with no spacer For example M2477 or The last ticket number printed is displayed If a different ticket number is to be reprinted type the desired ticket number into the box Click the OK button to reprint the ticket When reprinting a ticket from another site enter the site code first and then the ticket number with no spaces e g B118 Version 3 5 115 Multiple Items per Ticket Weigh Multiple Items per Ticket A feature to process multiple items on a single ticket can be enabled in the Weigh Options window Click the Options button to turn Multiple Ticket Items on When enabled items for different category types and units of measure can be placed on the same ticket Each item is stored as a separate transaction These items can be grouped together and totaled when printing a ticket Example Multiple Ticket Items This example will demonstrate how a multiple item ticket is created for a truck loaded with two appliances four tires and garbage Our truck is carrying two appliances and four tires that need to be entered as separate Count transactions Several bags of garbage are also on the truck A separate Weigh transaction needs to be created for the weight of the garbage Select an Account Permit or Truck ID from the Select Transaction form to start the transaction The Transaction Details form appears The first item processed will be the applianc
145. lowing message Figure 180 Update Accounts and mark transactions eee ATTENTION Would you like to update accounts Answer YES if your statements have printed correctly and you are ready to update previous balances generate finance charges and mark transactions ONCE ACCOUNTS HAVE BEEN UPDATED YOU WILL NOT BE ABLE TO REGENERATE THESE STATEMENTS UNLESS YOU RESTORE THE BACKUP YOU CREATED PRIOR TO RUNNING STATEMENTS Otherwise answer NO if your statements did not print correctly or you have not reviewed them You can rerun these statements at a later time by using the same parameters Updates can be done at that time Yes This step of statement processing effects all records of the database All other users must Quit TransAct at this point This step can be completed later if necessary To complete statement processing later click No Once all other computers have Quit the TransAct program perform statement processing procedures as you did earlier DO NOT skip the backup When viewing the statements on screen they will be identical to the statements printed earlier Unless mistakes were found on the original printed statements they will not need to be reprinted Move to another function within TransAct when the above message reappears click Yes Record Archiving and Restoring Archives TransAct will not allow either of these functions to be performed unless the database is in exclusive use Only one computer can hav
146. ly in SIM mode A red dot in the upper left corner of the display window informs the operator the scale is in motion Weight information cannot be stored until the motion indicator has cleared To lock the scale weight once the motion indicator has cleared use the mouse and double click in the lower left corner of the display window The truck can drive off the scale and the display will continue to show the weight This allows the scale operator to modify transaction details before storing the ticket When TransAct has lost communications with the scale the letter R will appear in the upper right corner of the display window This indicates TransAct is attempting to re establish communications with the scale If TransAct is unable to re establish communications the text No Com is displayed and an error message appears Figure 70 No Com Error Weigh 04 46PM Monday April 20 1998 gt No Com Version 3 5 91 General Weigh Window Information Weigh Check power to the indicator and make sure the cable between the computer and indicator is tightly fastened Click the OK button to clear the message TransAct will continue trying to restore communications to the serial port 92 Version 3 5 Weigh Weigh In Weigh Out Yard and Unit Count Transactions Weigh In Weigh Out Yard and Unit Count Transactions When a transaction does not utilize tare weights it is considered a Weigh In Weigh Out transaction The truck
147. main menu When Area is selected as the Major or Minor Select Order the Type subcategory becomes available To run a report that will include all areas defined as a village select Village from the Type drop down list Figure 36 Subcategories in Reports Report Options E Report Type I onnage and Charges From Date a To Date Mayor Sout Order Minor Sor Onder Select T To Select Order D e O Til Te me Subeategory 2 Subcategory 2 o H General Hepor C Print Options anapa ef aj ondos Tramsct n Types x Cogn n E View Un Neto Saes Version 3 5 55 Categories Admin 56 Version 3 5 Admin Utilities Utilities Backup Restore Backup Archive Transactions Restore Archive Import Data Export Data Version 3 5 57 Creating a Backup File Admin Creating a Backup File Backup Backup Backup 58 Since a computer hard drive is one of the most common components to fail a daily backup to another type of media should always be performed TransAct provides a backup utility for backing up the database Several types of backup media are available e g Zip Drive writable CD ROM Tape etc No matter what type of backup media is used it is important to establish an adequate backup rotation plan To run the backup utility select Admin Utilities Backup from the main menu The Backup Database window appears Figure 37 Backup Database Window Backup Database List of use
148. matches the inventory UOM the following message appears when the Print Ticket button is clicked Figure 32 Unit Check Message Units Check E Would you Phe fo continue even though the Units are not set the sane as the celadi ur s for the selected calegay To override the transaction with the new UOM click Yes To make changes before continuing click No Mix Mix refers to an item used with a concrete mix batching system Additional documentation has been created to better explain the concrete batching feature Please contact your TransAct representative to obtain this information 52 Version 3 5 Admin Categories Rate Table Category TransAct is capable of supporting multiple rate tables Upon installation TransAct installs a default rate table and a minimum charges table These tables cannot be deleted Additional rate table names can be added to the Rate Table category Example Default Rate Table would contain the standard price list A Contractor Rate Table may be added to accommodate special pricing for certain accounts If desired a different rate table could be added for each customer To add rate tables to the Rate Table category select Admin Categories Rate Table from the main menu The Rate Table Table appears Figure 33 Rate Table Category Rate Table able E n Codes E Description Deisi Pires 2 Default Rate Table To create a new rate table click the New button Enter a C
149. n LF line feed Any character can be used for a delimiter field by entering the character s numeric ANSI code For example the ANSI code for a space is 32 and a tab is 9 Yes or No Used to import files that have multiple delimiter characters between fields The default value for this field is No Multi delimiters Sample definition file TransactionTable Ticket Number Number rer COMMA Account Number pos COMMA Truck Number __ Character ae COMMA Material Code Character SS COMMA DateTime Out Character oy COMMA Weight In Number e833 COMMA Weight Out Number 7 fe COMMA Net Weight Number Es COMMA Charge Number 52 NL Each line must contain seven comma delimited fields A comma must still be present for unused fields Spaces have been added between each field to line up the columns and make the file easier to read 66 Version 3 5 Admin Available Export Import Fields Importing and Exporting Data The following is a list of fields from the Transaction Table that can be used in the export import definition files NOTE Only the category description in which rates are attached can be exported Table 4 Transaction Table Available Export Import Fields Field Keyword Description Export Import Site X X Charge Type F Charge Finance Charge Paymen
150. nd Charges 1 Hagar Sout Order Minos Sos Ordas Select Ordes cour r Select Order ESE gt Enter Account To 0 Entos Manel a to 5 u catepmy Type l sl Suheateqorp L o j Subcateyory 2 Once again other fields will become available depending on the item selected If subcategories have been defined for a category they will also be available when the category is selected To choose a different subcategory item click the down arrow General Report Options To select the detail level of the report Detailed Summary or Monthly Summary types of transactions to be included all incoming outgoing receivables and finance charges and network site use the General Report Options section 176 Version 3 5 Reporting Figure 165 General Report Options Reports Repart Tyne From Date 27933 g To Date Eii Naor Sot Order Minos Sost Ordas Select Onder Select Order Ticka Kumbe hiel O To zz Tickats to Suheategorp 2 OOO E Subcategory 2 OCO B General Report Oplians Use Standard Reports Dotate pea 13 Tranesetion Te Te ListMotor St 41 Print Options To select where the report should print use the Print Options section Figure 166 Print Options Repent Type Tonnage and Charges ipa From Date 261999 Toate a Mayor Sot Order Minor Seat Order Select Onder Select Order Masia Desnipine Ent Accowt i
151. nd Editing the Ticket File Connector Select the connector port the printer is connected to If a ticket printer is not going to be used with TransAct select None from the Connector option box Version 3 5 81 Preferences Admin Serial Settings When using a serial printer the Baud Rate Flow Control Data Bits Stop Bits and Parity options will need to be set These settings become available once a Connector and Device Type other than Windows Default or Direct to Printer Port are selected Check the reference manual of your ticket printer for correct settings The Line Delay option is available to slow down the communication protocol Increase the Line Delay to prevent serial communication loss To send test data to the printer click the Test button Enter text into any of the four lines and click the Send button When testing is complete click the Done button If the printer does not print check the connections to the computer and printer and make sure the printer is turned on Journal Printer Port This section is used to define the type of printer used for journal printing A journal printer can be used as a second ticket printer or to print a journal of each transaction To setup the journal printer select Admin Preferences Journal Printer Port from the main menu The Set Journal Printer Port Parameters window appears Refer to the previous section on setting up the Ticket Printer Port Setup for the journal printe
152. ng CanertOota Tichet 2 Item 1 Ticket Boleros 1 00 To return to the payment detail window click the ass Details button To print these fields on the receipt ticket use the same field names as those for the weigh form e g Notes 1 Notes 2 etc Print Receipt when Saving To use the print receipt option a receipt file must be created and defined in the Admin Preferences Tickets option box The same procedures are used to create a receipt ticket file as a transaction ticket file When Print Receipt when Saving is turned on an x is placed in the box a receipt will print to the ticket printer only when the Save button is clicked To add additional items to an existing receipt click the a Recall button Version 3 5 157 Payments TransAct Plus Only Accounting Figure 141 Recalling an existing Receipt Enter the recept number pg yor would like lo recall Cor and add an Mem lo Cancul hy Enter the receipt number and click OK To return to the Payment Credit form click Cancel To reprint a receipt click the EA Reprint Receipt button Applying a Credit Credits are applied the same way payments are applied To enter payments and credits select Accounting Payments from the main menu The Payment Credit Form table appears Figure 142 Payment Credit Form Credit Payment Oedi 11 37AM Wednesday Janusiy 16 2002 Previous Balance ALm Cumont Balanco E 1
153. ng process click No Version 3 5 171 Quick Scan Reporting Figure 159 Viewing a voided ticket Transaction Scar Transaction Details Mot cet oa ie Shek er E Ticket Unit Pr lacus Pemi Hemin Ciy o 7 Hades Acct Bib To Acet Contant A Puy Trailer ato Tall Jelani Pisto Weight inon 1 a Category 4 Out on 1 colza al Hel b Adjusted 17000 Kapaj end Edited TICKET VOIDED 7 29 1999 14 39 15 Inconect Bil To Trereection Detalz 4 O Trereacton Chaigss cia rre O Trareaction Notes x Viewing Editing and Voiding Multiple Item Tickets From the scanned list multiple items will be displayed having the same ticket number To view details of the selected transaction click the Show Details button The item sequence number appears in the details form next to the transaction number Deleting a ticket with Multiple Items Global Void The following example will demonstrate how to void all three items of ticket number 3837 Figure 160 Transaction List Transaction Scar l Transachon Lest 11 335 3000 0 2250 po 11 3036 3002 0 8250 fame 2837 20 000 p j Tata vos saraes Pre Dore ivareactons eaieciad From the Transaction List select all three items for ticket 3837 Click the Void Selected button 172 Version 3 5 Reporting Quick Scan A message to confirm the void app
154. nit Count Transactions Start the transaction by selecting an Account or Truck Id Select the material and any other criteria pertaining to the credit transaction Set the Units button to Yard or Unit Count if not already set Enter the negative amount to correct in the Quantity In or Out field Quantity In when material direction is Incoming Quantity Out when material direction is Outgoing Figure 148 Yard or Unit Count Material Credit Weigh 11 25AM Monday January 14 2002 ride Lip diate Tawa Transaction Details Hauler C E Inc E BilHo Acct ha D Disposal Co Ino Job Tuck M aterial Direction Area Hons has Material lt Tis z Rate Table Dels Ashes he Quantity in Al Que e Total Charge 11250 Added Charge D 0 00 151 00 x Anouk Emad A ion fi tont Peay 512 AD Uns asa per 162 Version 3 5 Accounting Crediting Marked Transactions The dollar amount credited is calculated using the rate for the material selected from the selected rate table To complete the transaction click the Print Ticket button Alternate Suggestion To better track these types of transactions a new material item with a description referring to credit i e Transaction Credit may be added to the material table Do not enter any rates for this item Use the Added Charge field to enter the dollar amount to credit proceeded with a negative sign Version 3 5 163 Crediting Marked Transact
155. not used nothing is replaced 6 Base Charge Discounts Total Charge 126 Version 3 5 Accounting Setup and Miscellaneous Rates Setup and Miscellaneous Rates To setup taxes rates and rounding properties select Accounting Setup and Miscellaneous Rates from the main menu The Setup and Miscellaneous Rates table appears Use the Setup and Miscellaneous Rates table to enter system defaults and calculation properties System defaults are used unless overridden by settings in the Accounting Info form of the Customer Account table or Order Job table Tax Properties The Tax Properties section serves two functions The first is to assign meaningful names to the tax name fields e g state federal county etc The second is to enter the percentage for each tax type Figure 104 Tax Setup Setup and Miscellaneous Rates Select Properties Tarus Propeatios Taes Tan 1 Name Sist Jis om x C Race L Tan Z Nome C 105 C Added Charge Cour Jo D z C Mitin Chage Tax 3 Name 00m z C Rordra Tat Status O Miscefansous Delad Tak Stale fo New Accounts O Taxable Tan Exempt Hints and Tips The Taxes Properties siox you to asagi meaning names to the ta fields and ena the percentage lol each 124 Ippa Cick anan dem n the form toi more nicemali n To apply a tax replace the Tax 1 Name Tax 2 Name and Tax 3 Name fields with meaningful names e g State County etc To remove a tax from u
156. nsAct will not run 22 Version 3 5 Welcome Database Recovery and Restoration Database Recovery and Restoration If TransAct is not exited properly due to a power outage or system error the database may become damaged The next time TransAct is started it automatically checks the database and repairs it The following message appears NOTE In rare instances the TransAct database may become unrepairable Therefore make sure to run your backups on a daily basis Figure 10 Database Recovery Database Recovery E The Tinta Pus pogam did not end propery the last tine usi used This could heves been cawed by a power outage w shutting off your computes below aba Diaes Pha Contequertly you dalabsss could ba comupted Click the REPAIR button ta repair the dalabace or SKIP REPAIR to start TransAct Plus Repar Click the Repair button to have TransAct check the database and make any necessary repairs Click the Skip Repair button when the database is shared on a network and the database is already in use on another computer TransAct displays a message while the database is being repaired Do not use your computer while the database repair is running A message will appear to confirm a successful database repair Click the Done button to continue Review the repaired database If it is not correct you may wish to restore your last backup When the database repair is not successful restore the most current b
157. nts finance charges and taxes can be applied These values will be used instead of system defaults when the field contains a value greater than 0 00 To use the credit limit feature enter a dollar amount in the Credit Limit box and place an X in the check box to the right of Enable Credit Limit Check TransAct will check for credit limit when the transaction is stored or printed The operator is given the option to accept or reject the transaction It is the operator s responsibility to use Reporting Quick Scan to void any open tickets that have been rejected To return to the Customer General Info form click the General Info button To save all changes made to the customer account click the Save button A warning will appear if any changes have been made and not saved To return to the Customer Account Table and save the changes click Yes To cancel all changes click No Tare Buttons 38 TransAct installs three tare tables Buttons to access these tables are listed at the bottom of the Customer General Info form Truck Container and Pup Trailer These tables can be renamed or turned off to meet a specific application To edit tare names refer to the Appendix Editing the TransAct Initilization File Version 3 5 Admin Customer Accounts For documentation purposes Truck Container and Pup Trailer are used to describe Tare1 Tare2 and Tare3 tables respectively When tare weights are used during a transaction the sum of
158. nvoices and Statements it is important to NOT mark the transactions when running Invoices Transactions should be marked at the completion of Statement processing It is also recommended to not use the payment Grace Period If a grace period is used and transactions are not marked a payment may appear on more than one invoice Do Not select to update accounts and mark transactions unless invoices have been printed reviewed corrected and are ready to close they are not ready to close if a Statement will be printed at a later time When billing is complete transactions payments and credits are marked as having been billed Once these items have been marked they cannot be unmarked unless a backup prior to marking is restored The No button is available to cancel the update process No changes will be made to customer accounts Until invoices have been reviewed and are ready to be closed click the No button When it is time to close invoice activities and update account balances repeat the invoice process View or reprint the invoices Select a TransAct Plus function i e the Weigh form to continue Select the Yes button to update transactions NOTE _ If invoices were already printed but not marked and do not need to be reprinted select to View the invoices Select a TransAct Plus function i e the Weigh form to continue and click Yes when prompted to update transactions Version 3 5 Accounting Payments TransAct Plus Only
159. ode and Description for each item To save the new rate table name click the Save button Figure 34 Rate Table Category Item Rate Table T able Code DC Description Out of Cory l Default Rate Table When TransAct is installed the 1 Default Rates table is selected as the Default Rate Table Any rate table can be selected as the default rate table by checking the Default Rate Table option box The rate table selected as the default rate table will be used throughout TransAct The default selected for an individual customer account will override this option To save all changes click the Save button To setup material rates in the new table click the Edit Table button The Edit Table button is a short cut to the Rates window The Rates window is also accessed by selecting Accounting Rates Version 3 5 53 Categories Admin Additional Category Tables Additional category tables may be used to help track additional transaction information for reporting purposes For example a solid waste operation may wish to track the city township or village where items are coming from or an aggregate operation may wish to track the county the material is going to To turn on the other two category tables the TransAct initialization file must be edited Please refer to the Appendix Editing the TransAct Initialization File for more information Once a category table has been defined the name of the table appears in the Admin
160. oduct Conversions Networking TransAct The TransAct database and reports can be placed on a shared network drive for multiple user access The following sections describe how TransAct will run on a shared network drive how to setup the network how to configure each computer accessing the network database and what to do if the network is down NOTE An TransAct license must be purchased for each computer accessing the shared database To purchase additional licenses contact your TransAct provider Version 3 5 209 How TransAct Works on a Network Networking TransAct How TransAct Works on a Network When sharing the TransAct database on a network some TransAct processes require exclusive rights to the database These processes include backup restore archive restore archive import and export and statement processing To ensure exclusive rights to the database have all other computers select Admin About or quit TransAct Statement Processing Statement processing has the potential to update every record in the database therefore the last step of statement processing must be completed when all other computers have exited the program Statements can be viewed and printed while other computers are accessing the database However the backup process must be skipped since it is an exclusive process as well After statements have been printed or are being viewed on the screen selecting another function within TransAct generates the fol
161. om For example a recycling center may use Area to track which cities townships or villages Material is coming from Please refer to the Appendix Editing the TransAct Initialization File for more information and examples on customizing category names Primary Category 50 One category must be designated as the category in which rate codes are attached Use this category to list charge items For example a landfill will charge customers for garbage tires appliances etc A gravel pit may charge customers for sand 3 4 rock landscape stone pea gravel etc The name of this category is determined during installation Figure 30 Selecting Industry Type How would you like TransAct configured As a C General Application Cancel If TransAct was configured as a Solid Waste Application the category was named Refuse If TransAct was configured as a General Application the category was named Material The name of this category can be changed by editing the TransAct initialization file Please refer to the section Category 1 4 on page 186 of the Appendix for more information Version 3 5 Admin Categories To add or edit category items select Admin Categories category name Material for our examples from the main menu The Category Table appears The category table shows information for the first category item If there are no items in the table the category table will show a code of 0000 and blank description
162. ons Weigh Figure 77 Print Ticket Decision Window Next Item What s next on this ticket Close Ticket and Print Close Ticket Don t Print Cancel To print the ticket and store the transaction information click the Close Ticket and Print button To store the transaction information without printing the ticket click the Close Ticket Don t Print button NOTE The cash drawer will open if one has been installed A message box appears asking if the customer received their change To finish the transaction click Yes Cash Received will be recalculated to equal the Total Charge When the No button is clicked a message appears stating that a payment has not been received Click the OK button to return to transaction details When the customer has been given the correct change click the Print Ticket button again to close the ticket NOTE To change the outgoing transaction date press the F10 button on the keyboard Select the date of the outgoing transaction and click the OK button 98 Version 3 5 Weigh Transactions with Tare Weights Transactions with Tare Weights Stored tare weights allow for single weighments when the vehicle is full TransAct can store up to three tare fields Tarel Tare2 and Tare3 The names of these buttons can be configured according to the specific application To edit tare names refer to the Appendix Editing the TransAct Initilization File This section will refer to Tarel as Truck T
163. orm the backup functions click Yes The backup window appears 148 Version 3 5 Accounting Statements Posting TransAct Plus Figure 132 Backup Window List of used backup names le 040898 z P gt transact Entei backup name double click fos default e During statement processing an st will proceed the backup filename When the backup is complete statement processing will continue NOTE Some users store the backup created prior to statement processing in a separate place i e different network directory or separate zip diskette If a statement needs to be reprinted the backup prior to running statements can be restored and the statement reprinted To continue statement processing without making a backup click No To cancel statement processing and return to the Statement Posting Options window click Cancel A list of account names appears once the backup process is complete Figure 133 Selecting Accounts Select Accounts for Statements Account Name Abagail s Attic Active Disposal amp Recycling Inc Adams Drywall Bigbill Trucking amp Excavating Co Bob s Boat Repair Camey Lawfirm Carpet Cleaners Ltd Cash Customer Chop Chop Shop County Highway Department CVCA D amp D Disposal Co Inc D L Construction Co Dayton Township of Dept of Natural Resources Eau Claire County Parks Eau Claire DOT EM Groudhog Racing Inc Excavating Inc Fire Department Done Selec
164. ory on the file server lmsdata mdb template mdb e rpt all rpt files 4 Use any windows editor such as Notepad to edit the CAWINDOWSITRANSACT INI file Edit the following lines of the TransAct section TransAct DBDir network path to TransAct subdirectory On a Novell server the path could be F TRANSACT SITE This must be a unique alpha numeric character for each computer accessing the database on 214 Version 3 5 Networking TransAct Installing TransAct on a Network the network 5 Edit the C WINDOWS TRANSACT INI file on each computer With the exception of the SITE ID make sure the TRANSACT INI file on each computer is the same 6 TransAct must be restarted in order for the new changes in the TRANSACT INI file to take effect NOTE The SITE ID can also be set within the TransAct Company Data window Select Admin Preferences Company Data to open the Company Data window Enter the SITE ID in the SITE box Figure 183 Entering a SITE ID Name Si i County Landit Address City Suton State Province fat Version 3 5 215 Installing TransAct on a Network Networking TransAct 216 Version 3 5
165. ote Headings Table Configure Ticket Hole Headings Line 1 Heading fie Line M Heading fice Line 2 Heading license Line 12 Heading rice 12 Line 3 Heading iare Line t3 Mending ioo Line 4 Heading idies Line 14 Heading Noe 14 Line 5 Heading ices Lino 15 Heading Line G Hamina ies Une 1 Masdan fice ic Line 7 Heading Nosr Line 17 Heading Hoe 17 Line BHeading oas Line 18 Heading Hos 13 Line 3 Heading fice Line 13 Hooding Lira 10 Heading hoas 0 O Line 20 Heading hos 20 Save To activate a note heading replace the text Note with a different name Only the option boxes containing text other than Note will appear when Notes is selected in the Weigh form Below is an example of the note window in the Weigh form Version 3 5 85 Preferences Admin Figure 66 Notes in the Weigh form Vehicle J License Name Addes Stere with Truck Dore In this example only four of the available twenty lines appear because the Line Heading for these lines were replaced with valid text Typically a note is stored with open transactions and deleted when the transaction is completed To store notes with completed transactions increase the Note Life Span in the Weigh Options screen The note will be stored for that number of days beyond the transaction date 86 Version 3 5 Admin About About To display the current version and serial number of Tr
166. ounding Properties O Taes Charge Rounding C Race Rourding 0 07 Newest Up C Down Added Charge Cash Acct Roun C Mir Charge gt Rounding 00 G Noost C Up C Down G Rardrg C Miscebaneous F Round After Calculating Tax Hints and Tips The Rounding Properties abos you bo set the roundng propeites separately for Cash and charge accuse Cte x Cick anan dem n the fom loi more F cemation ga mi By default rounding is to the nearest penny Use this section to modify the rounding parameters Charges can be rounded Up to the next higher increment Down to the next lower increment or to the Nearest increment of the Rounding Amount Miscellaneous Monthly Finance Charge The Monthly Finance Charge must be entered as a percentage The Monthly Finance Charge is applied during Statement processing A finance charge is applied to any unpaid previous balance when statements are generated NOTE If some accounts are charged a monthly finance charge and others are not enter individual monthly finance charges for each customer account using the Discounts and Account Flags table The Discounts and Account Flags table is covered later in this section Version 3 5 133 Setup and Miscellaneous Rates Accounting Easy Cash The Easy Cash option works with customer accounts that are marked as Cash Only accounts When turned on the Cash button does not need to be clicked during a transaction to record a cash payment Wh
167. ount click the units button until lt a Unit Count is displayed When the unit changes to yard or count the Material Direction box appears Figure 72 Changing the Units of Measure Weigh 11 12AM Tuesday December 02 1997 Fore eight Diora Transection Details D kO Cispasal Ca Inc BITO Acct 11 D amp D Disposal Ca Ine Dider Job A Track e 7 Matenal Direction 7 le _ E noria Container Pd C Digg C Mo Tate Material 3 Appisces Area Fo Chopera Fall ES Rateable Ei Dead Rise Ej Quantity in E ouf o Nef _ 7 Total Charge 120 00 Added Charge 0 00 1 00 xAnourk Erteted JB ddskgk ier SIO 000 20Unk E 00 poil in Reb If it is different then the default choose the correct direction of flow Use the mouse to place the cursor in the Quantity In or Out box and enter the number of yards or the unit count To cancel the transaction for any reason click the x Cancel button This will return TransAct to the Select Transaction form Version 3 5 Weigh Weigh In Weigh Out Yard and Unit Count Transactions Click the Notes button to add information that will print on the ticket Figure 73 Notes Teckel Notes E Name CAE Addiess 1123 High Siez City Memo Stowe wath Truck Done NOTE Notes are not normally stored in the database unless the Note Life Span in the Options section is set to the number of days the no
168. ow trucks to update their tare weight while the system is running in Unattended mode place an x in the Unattended Tare Update box Version 3 5 41 Customer Accounts Admin Hide Jobs AutoTouch This feature is only available with the AutoTouch Unattended system To prompt a driver to enter a job number place an x in the Hide Jobs AutoTouch box The driver will not be allowed to view a list of jobs NOTE Additional documentation has been created to better explain Unattended features Please contact your TransAct representative to obtain this information Attended Mode Only ATS 2 unattended only Trucks with this flag set are not allowed to process unattended tickets When the driver enters their badge number TransAct will automatically switch the ATS 2 to attended mode The ATS 2 will display a message to let the driver know ATS 2 is in attended mode Once the operator has completed the attended transaction they must manually place the ATS 2 back in unattended mode by clicking the Attended button Tare 2 and Tare 3 Required To warn the attendant that a truck requires a Tare 2 or Tare 3 place an X in the Tare 2 and Tare 3 Container and Pup Trailer option boxes When a Truck requiring a Container or Pup Trailer is selected during the weigh process the transaction cannot be processed until a Container or Pup Trailer is also selected Today s Statistics The information found in the Today s Statistics section of
169. ple will send the following to the export file Ticket Number Ticket Sequence 1453 2 Version 3 5 Admin Importing and Exporting Data TransactionTable Ticket Number Number 3 A3 i Character i Ticket Sequence Number J COMMA The number of characters sent to the export file must be specified or the text will not be sent to the file The dash is only one character therefore the field length is 1 Example Number 2 This example will send the following to the export file Account Ticket No Ticket Number Charge 101 Ticket No 1453 150 50 TransactionTable Account Number 5 COMMA Character 11 Ticket No SPACE Ticket Number Number eg COMMA Charge Number 2 e NE Example Number 3 Boolean Values By designating the second delimiter Field Type as Boolean database fields can be used to export True False conditions of a Yes No database field or fixed data depending on the value of a non Yes No database field True False Condition Export values for true and false conditions are placed in the Fixed Value delimiter column separated by the P character Taxable Boolean YesiNo COMMA When the Taxable database field is True the word Yes is exported When the Taxable database field is False the word No is exported Non True False Conditions Fixed data can also be exported depending on the value of a non True False database field When used with non True False da
170. printer installed on the ATS 2 system ITK An incoming ticket can be printed by turning on the Print Incoming Ticket feature in the Weighing Options section of the Weigh form Figure 173 Print Incoming Ticket Select Pinparties Ticket Properties die Ve Fm ie TONO 1 Cc EES T Weigh Form Hole L e Span a C Weight C Tuch Reprinted Tickets PF mnedate Ticket G Tikel Pirie E Wutiple kams pes Ticket Gras ade C Jaar Pines Enable Ticket Hold C Unsttendsd C Beth Allow Presettings no weigher C Tala lip ne X Pret Incoming Ticket Hints and Tips The Ticket Format Fis chengss ths formal of the piniad ticket for this areschon Version 3 5 193 Customizing a Ticket Appendix To print a different incoming ticket then outgoing ticket the filename must match the filename of the GTK ticket i e STILLSON GTK TransAct searches for a matching filename with a ITK extension 1 e STILLSON ITK in the folder in which TransAct was installed C TRANSACT If TransAct finds a file with a matching filename using the ITK extension TransAct will use this ticket file when the Store Ticket button is clicked TransAct will use the selected GTK file as the incoming ticket if it cannot find a matching ITK file The ticket will print on the same printer as the outgoing ticket The layout of the each ticket can be entirely different Ticket Creation Rules When creating a ticket five types of fields can be used e Static Text
171. puter always use continuous mode versus demand mode Scale Port 2 Parameters This section is used to define a second indicator The second indicator can be a different scale or be used in Manual mode To setup the indicator on port two 2 select Admin Preferences Scale Port 2 from the main menu The Set Scale Port 2 Parameters table appears Figure 60 Setting Parameters for the Second Scale Port Set Scale 2 Port Parameters Baud Rate Flow Control 7 ON Ono O0 Oso 0120 Ao O Xon Xoff 2400 4800 Os600 O14400 ORTS O RTS Xon Xoff Data Bits Stop bits O5 06 7 O8 O1 015 02 Parity Device Type Connector O None Odd Accu Weigh SEP 12K O Even Analogic 5316 Mark Space When a second scale is not used set the Connector to None A second indicator window is not displayed in the Weigh form Select the Device Type Connector i e serial port and correct settings for the second scale To view activity received from the scale click the Test button Data will be readable if the settings are correct Ticket Printer Use this section to setup the printer to be used for printing tickets 80 Version 3 5 Admin Preferences NOTE These settings only effect ticket printing A default Windows printer must be selected to print reports and statements To setup a ticket printer select Admin Preferences Ticket Printer Port from the main menu The Set Printer Po
172. r another rate type select the rate type from the Rate drop down list 138 Version 3 5 Accounting Rates Figure 121 Selecting a Rate Rates Table 7 Delt Fe TE ate EPA aoe _ Ywa Cont RIP Tn LO Tan Yor Count HET Le ET 1 5oidWste Constuchon and Deno App lence Li m J 00 0 00 a Tree 0 q 0 00 Pads Brush B Logt 299 o J D 000 Wnadch pe Des Treated Soil Contamnated Sal Use the procedures from the previous section to enter rates into the new rate table During a transaction each rate type is calculated separately Taxes for each rate type are also calculated separately based on information entered in the Tax Setup section of the Setup and Misc Rates table The three rate types are added together and used as part of the Total Charge calculation Rate Type Three Delivery The third rate table will demonstrate how flat rates can be applied to a transaction Select the third rate from the Rate drop down list Figure 122 Default Delivery Rate Table Hates Table fF Delt Fe a Tom Ywa Count EIP TH La Ton Yor Count HET Le 1 Sold W s Conshucton and Deno App isnces 00 m J 00 0 00 a Tree a q 0 00 Palsa Bush E Loge x m i 7 too Woodch pe Dos Treated Soil Contaminated Sal Version 3 5 139 Rates Accounting The per
173. r appears The following sample is from a properly interfaced indicator Figure 59 Interfaced Scale Test Output Set Scale Port Parameters 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 Kak 565 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C e 56501 Version 3 5 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 20 20 20 35 36 35 30 4C 47 20 OD OA 02 20 Weight 5650 Polarity Gross Net S6SOLG S6SOLG S6SOLG S6SOLG S6SOLG 5 65016 565 OLG 5650L Gussa 56501LG 565016 S6SOLG In Range Tare 0 Units b Motion Ban 79 Preferences Admin To return to the scale port setup window click the Done button To stop the test screen from scrolling click the Pause button If the test screen is blank or data is unreadable the computer port settings are not set properly for the scale indicator To return to the scale port setup table to adjust the settings click the Done button NOTE The indicator must be set to continuous mode When interfacing a indicator to a com
174. r is identical to setting up the ticket printer If a journal printer is not going to be used with TransAct select None from the Connector option box Data Terminal Port 82 A data terminal is a device used to collect and store information Bar code magnetic strip and radio frequency identification equipment can be interfaced to data terminal collection devices TransAct has standard interfaces to such devices Other devices can be customized for TransAct This section is provided to test and troubleshoot data terminal devices that have been configured to interface with TransAct To test a data terminal port select Admin Preferences Data Terminal Port from the main menu The Set Data Terminal Port Parameters table appears Version 3 5 Admin Preferences Figure 62 Set Data Terminal Port Parameters Set Data Terminal Port Parameters Baud Rate Flow Control None Ono 2300 Osn 1200 XoniXott 2400 4800 3600 O14400 ORTS O RTS Xon xoff Data Bits y Stop bits y O5 O6 7 O8 01 01502 Parity Device Type Connector O None 5 one a O Odd TopSail Even COM1 E O Mark Space The data terminal you are interfacing with the computer should be listed under Connection To send data to the device and view what is being sent back to the computer click the Test button When testing is complete click the Done button Score Board Port Use the Score Boa
175. r will open when either the Close Ticket and Print or Close Ticket and Don t Print button is clicked and the cash controls are visible the Cash button in the Weigh form has been clicked or Easy Cash is on and a cash only account has been selected Tickets The tickets section allows for resetting TransAct counters ticket receipt and invoice numbers select ticket files to print default unattended and receipt select the number of Default Tickets to print and enter a ticket note Version 3 5 Admin Preferences To set ticket preferences select Admin Preferences Tickets from the main menu The Tickets table appears Figure 64 Tickets Table Tickets Cunent Ticket Number 39 gt Default Ticket Type Etanol E Copies i Joumal Ticket Receipt Ticket Type fecenta E Curent Receipt Humber Current Invoice Number Ticket Note Hove a Nica Day The Ticket Note is a field that can be printed on the ticket This field can be changed as often as desired To save the changes click the Save button To cancel any changes click the Undo button Note Headings TransAct allows the user to define up to twenty note lines to be used in the Weigh form These notes can be printed on transaction tickets This section allows the user to define the headings To edit the label for note headings select Admin Preferences Note Headings from the main menu The Configure Ticket Note Headings table appears Figure 65 N
176. ransaction List or from within Transaction Details Voiding a transaction from the Transaction Details window allows the user to attach a note to the voided ticket NOTE Once a ticket has been voided it cannot be reactivated Voiding from the Transaction List To void a group of tickets select the tickets from the Transaction List and click the visa Void Selected button A message to confirm the void appears To void the selected tickets click Yes To cancel the voiding process click No Voided tickets are proceeded with the letter V in the Transaction List 170 Version 3 5 Reporting Quick Scan Figure 157 Voided ticket list Transaction Scan l Transacton Lest Ticket Net Weight Charqe Ht 467 50 055 25 140 03 69390 523 20 741 414 00 16455 583 00 43 Voded 4 ol vareactons Voiding a Ticket from Transaction Details To void a ticket from the Transaction Details window select the ticket to void and click the Show Details button The Transaction Details window appears To unlock the transaction click the Unlock button then click the Void button The following window appears Figure 158 Voided Ticket Note Enter a reason for voiding this ticket _ox faptional 28 chars Cancel Enter a note to be stored with the voided transaction To continue click OK A voided ticket will look similar to the following example To cancel the voidi
177. rd Port to send the Net Weight or Charge of a transaction to a Condec UMC1000 score board This port can also be used to open a cash drawer with a serial interface Score Board Interface To send scale data to a score board display select Admin Preferences Score Board Port from the main menu The Set Score Board Parameters table appears Figure 63 Set Score Board Parameters Set Scare Board Patamelers Baud Aate Elow Control Cw Cm Ceo C1200 Mono C xonon 02400 480 6560 01440 CRIs Data Sits Stop bits RTS Monat Cs C6 C7 es 4101502 Parity Device Type Now a C Ddd CONDE Mi J ER C Even C Mak Score Board Display C spass newer sil Version 3 5 83 Preferences Parameters should be set to the following Table 5 Score Board Parameters Baud Rate 9600 Flow Control None Data Bits 8 Stop Bits 1 Parity None Device Type CONDEC UMC1000 Connector Selected serial port the score board will be connected to Score Board Display Select Net Weight or Charge from the list Cash Drawer Parameters for use with a cash drawer are as follows Table 6 Score Board Parameters Baud Rate 9600 Flow Control None Data Bits 8 Stop Bits 1 Parity None Device Type None Connector Selected serial port the score board will be connected to Score Board Display Select Cash Drawer from the list Admin The cash drawe
178. recorded Example This example calculates axle weights on a Weigh Out A four axle truck enters the scale area The entire truck will fit on the scale however the driver has requested to know the weight of each axle The first axle is driven on the scale and weighs 9 000 lbs Click the Axle button The second axle is driven on the scale The scale displays 15 000 Ibs click the axle button The weight of axle two is the total weight minus axle one 15 000 Ibs 9 000 Ibs 6 000 lbs The total weight with the third axle on the scale is 18 000 lbs The weight of the third axle is 18 000 Ibs 6 000 Ibs 9 000 Ibs 3 000 Ibs The total weight with the fourth axle on the scale is 27 000 lbs The weight of the third axle is 27 000 lbs 3 000 lbs 6 000 lbs 9 000 lbs 9 000 Ibs Figure 103 Long Bed Axle Axle No 4 Long Asde 1 9000 Aste 2 6000 Avie 3 3000 Avie 4 3000 Hauler Wagh in Total Charge BETO Acct Rate Table EH D kO Dispasal Ca Inc Transaction Details 1 Sobd Wish ho Chopera Fall lr a Defend Pieles reo Out coo Met no EE Added Charge 0 00 151 00 x Anouk Erered 3838 desd gk 1 Dies 825 250 0 5 Tors E 15500 pel in Reb The axle button can be clicked up to five times to calculate five different axle weights The Weigh window title bar displays each axle weight To subtract the last axle weight click the Ax
179. rectory on the network Install TransAct on the other computers Run TransAct and register the software license Create an empty database when prompted Change the Site Code by selecting Admin Preferences Company Data Every computer accessing the shared database must have a unique Site Code Quit TransAct 213 Installing TransAct on a Network Networking TransAct 8 Edit the C WINDOWS TRANSACT INI file on each computer With the exception of the SITE UnlockCode and Revision and SerialNumber make sure the TRANSACT INI file on each computer is the same 9 TransAct must be restarted in order for the new changes in the TRANSACT INI file to take effect NOTE The SITE ID can also be set within the TransAct Company Data window Select Admin Preferences Company Data to open the Company Data window Enter the SITE ID in the SITE box Figure 182 Entering a SITE ID Name Sakon Coury Lanti j Adrere Tn Address l City Ei State Province fa Example 2 Moving TransAct from a stand alone computer to the network Use these steps to move the TransAct database and reports from a stand alone computer to the network 1 Create a TRANSACT subdirectory on the file server 2 Make sure every user who will be accessing the TransAct database has been given rights to the new subdirectory 3 Copy the following files from the computer you have been using to setup your database and reports to the TRANSACT subdirect
180. rint a list of frequently used reports e g daily monthly quarterly etc When a batch file is selected the reports listed in the batch file will be printed for the specified date range To setup a batch report file select Reporting Batch Reporting from the main menu The Batch Reporting window appears Figure 168 Batch Reporting window Batch File List of saporis in day ght F New Repo Dejele Report Print Aj Repais Creating Batch Report Files To create a new batch file click the Hets hf New Batch File button Enter the name e g daily monthly quarter etc for the batch file in the Batch File Name box daily for our example Figure 169 Batch File Name Batch File Mame Enter o nome for the now batch file The name Lox must be 3 chatacters or loss The gbF extension Eann will be added to pour filo fame automatically 20 you do nol need to type A in daily NOTE The batch filename must not exceed eight 8 characters in length The filename may be alphanumeric but may not contain any spaces Version 3 5 179 Batch Reporting Reporting To create the batch file click the OK button The Batch Files window reappears with the new batch filename selected To add a report to the batch file click the teutiseal New Report button The following window appears Figure 170 New Report window Report Tyre Qe ee ae
181. rm Nothing else needs to be done to setup the port When an indicator is connected to the computer select the serial computer communication port it is connected to from the Connector option box COM1 through COM8 Select a device type from the Device Type option box NOTE Every effort is made to supply the most common scale drivers Unfortunately it is difficult to list every scale in the industry If you have a scale indicator that is not listed please call your TransAct provider for technical assistance After selecting a Connector and Device Type the settings option boxes are activated e g Baud Rate Flow Control Data Bits Stop Bits and Parity Check the indicator reference manual for correct settings Difficulty communicating to a scale may require altering one or more of these settings To setup TransAct to send a zero scale command to the indicator enter a ten character or less command followed by a CR Carriage Return LF Line Feed or CRLF Carriage Return Line Feed The zero command is only available for indicators connected to a serial port If a command is defined a zero button will appear next to the indicator in the Weigh form To send the command to the indicator click this button The above figure displays the zero command for a Rice Lake Weighing Systems 1Q600 scale indicator To view data being received from the indicator click the Test button A test screen containing information read from the indicato
182. rs C All Jobs Active Jobs C Expired Jobs The Orders Job table will be blank if there are no jobs in the table Begin entering items at this point Click the New button to setup a new job table Required fields for the Orders Job Table consist of an alpha numeric job code description and bill to account The Code can be a maximum of ten 10 characters and may contain spaces The job Description can be a maximum of thirty 30 characters Use the down arrows to select Bill To Accounts Figure 26 New Orders Job Dides Job Table Munbes 100 Dese Huy 91 94 Pigac Accounting Date Lo a Po os i D 0 Dispara Ca Inc Ordered Direction Enpivos JE Incoming C Outgoing a Special Instructions Last ER Debver materiel to pit she mouth of Erk 115 rTanes amp Rates Tae Exempt State County z 4 Dala Rate C All Jobs 5 G Activo Jobs g C Expued Jobs 44 Version 3 5 Admin Orders Job Table Direction Use the direction flag to set a job in the opposite direction from the default direction During a transaction job totals are updated When the transaction direction is the same as the default or selected direction the totals will increase When the transaction direction is different from the default or selected direction totals will decrease Load count is always incremented no matter what the direction Statistics for all trucks are reset at the sta
183. rt Parameters window appears Figure 61 Set Printer Port Parameters Set Pontes Port Parameters Baud Rate Elow Controt Hone Cro Cxo Can C imo C yona Cao Maso 690 Cica ORS C RTS Xoruiatt Data Bits Stop bits 05 Oe C7 ma 0101562 Pentity T Device a Connector O Hone Odd rial O Even Sieh la O Spece Line Delay 0 El lp E Tas Device Type Serial receipt printers dot matrix printers and laser printers can all be used as ticket printers Select Windows Default or Direct to Printer Port when using a parallel printer connection Select Windows Default to print tickets to the default printer setup within Windows This printer can be directly connected to the computer or used through a network connection Select Direct to Printer Port to send printer commands such as line feed carriage return or font changes to a parallel printer that is directly connected to the computer These types of printer commands are set in the ticket printer file Being able to send commands to a printer is helpful when printing to pre printed ticket forms Choose one of the serial drivers listed when printing to a serial printer Serial drivers included with TransAct are SP2000 SP2200 IDS 150A Star SP300 and the Epson TM and Swecoin Select Serial Printer when the available drivers do not match a printer type Additional drivers will be added as required NOTE To create a ticket file refer to the Appendix Creating a
184. rt of each day Running the Jobs report will update all job balances click Reporting Reports select Jobs from the Report Type drop down list and select to print or view the report Special Instructions Notes and Reminders Use these fields to enter special instructions such as directions or material destinations These instructions and notes can be printed on tickets Dates The date fields are used to set quote dates activate orders and expire jobs The Quote Date is automatically filled with the system date whenever a New order or job is started Jobs will not appear in the Weigh form unless an Ordered Date has been entered Jobs with an expiration date will not appear in the Weigh form Taxes and Rates When tax fields are defined in the Setup and Misc Rates table they will appear in the Orders Job table By default they will appear with zero tax values When all tax fields have a value of 0 0 TransAct will use the default tax amounts defined in the Setup and Misc Rates table If any tax field in the Orders Job table is changed to a value other than 0 0 all other defined tax fields are considered custom as well Place an x in the Tax Exempt box to set a job as tax exempt Use the drop down list to select a different rate table To save Orders Job information click the Save button Find Button List Options e All Jobs Lists all jobs active and expired e Active Jobs Lists only jobs without an expired date e Expired
185. s Grand Total Adj Weight Tons Grand Total Adj Weight Kilograms Grand Total Adj Weight Metric Tons Grand Total Adj Weight Yards Version 3 5 Appendix Customizing a Ticket Grand Total Adj Weight Unit Count Below is an example of how static text and database fields can be used together on a ticket The example will print ticket number weight in date in weight out date out and net weight on the ticket Ticket Number Ticket Number Gross Weight In Date In Tare Weight Out Date Out Net Net Weight Flag Fields A flag is set in the database whenever a special condition has been met by a transaction Table 12 Flag Field Conditions Minimum Charge A minimum charge has been applied to this transaction Keyed Weigh In The weight on a Weigh In has been manually entered Keyed Weigh Out The weight on a Weigh Out has been manually entered Keyed Gross Gross weight has been manually entered Keyed Tare Tare weight has been manually entered Recalled Weigh In Weigh In weight has been recalled Recalled Weigh Out Weigh Out weight has been recalled stored tare Recalled Gross Gross weight has been recalled Recalled Tare Tare weight has been recalled Edited The transaction has been edited Reprint E ticket for this transaction is being reprinted i e from the Quick can form Incoming This is an incoming tran
186. s with the exception of the Minimum Charges rate table can be overridden by entering a special rate for an item in a job To enter a special rate for a job item click Admin Orders Jobs to open the Orders Job Table click the Find button and select a job Click the Items button enter the negotiated rates in the table Items left with a 0 00 rate will use the Default Rate Table or the rate table selected for the job Figure 129 Setting Rates for Job Items Nome Ordered Material 7 TresiedSol ooo Quantity Tons Job Totals Daily Tolats Ordered C Pounde C Kilograms Delivered G Tone O Mobic Fons Loads 0 C Yards O Units Remaining Incoming Rates Outgoing Rates Material C Per Load Material F Px Load Surcharge 4000 Fer Load Surcharge 0 00 f PerLoad Delwery Pet Load Delivery BE Per Load Taxable fe Tanable x Crediting Returned Material Crediting an account for the dollar amount of returned material can be done by entering a negative rate on the appropriate side of the rate table Hates Table fi Deleu Rales Treated Sa 10 Wow Domestic Residental SW Commercial 0 00 12 HEW hiwa noQ 0 00 HSW Conshuchor amp Dercy 14 Fordy Wares non 0 00 15 Muricioal Incinerator Ash Doa asbestos 144 Version 3 5 Accounting Discounts and Account Flags Discounts and Account Flags Use
187. s button from the Transaction List form Figure 156 Quick Scan Totals Transaction Scan Transaction List 203 transactions selected Net Weight Charge Payment 1075 3 47 047 59 Total Total Total X Show Detail Scan Void Selected Print Done Version 3 5 169 Quick Scan Reporting A total for each unit of measure is displayed in the Transaction List form The Other total displays finance charge and payment totals To return to the list of scanned transactions click the Scan button Table 9 describes each of the function buttons at the bottom of the TransAct List form Table 9 Transaction Scan Function Buttons 5 Show Detail information about the selected transaction This button is not available in the Totals form ae Show Totals for each unit of measure The button changes to the Scan button to allow toggling between the totals and scanned transaction list Scan transactions that meet the selected criteria and create the transaction list table The button changes to the Totals button to allow toggling between the transaction list and totals form Scan Void the Selected transactions This button is not available in the Totals Void Selected window Print the transaction list or the totals list Return to the Selection Criteria form HEE Eee To return to the Selection Criteria form click the Done button Voiding Tickets Tickets can be voided from a T
188. s stored with the transaction ticket Figure 76 Cash Payment Button Weigh 0908 AM Wednesday July 29 1998 ZE OpdatoTans a Transaction Details Hautes T BilbTo Ace l1 D 4D Dispora Co Inc bd Didas Jab gt Containes 1 8 2 Pup dades _ E Cheok t CE NMatmial Sold Weste y Area 10 Chippewa Fals Cah Poet Tha W night Ir A lest 21009 Net can Total Charge jcc Added Charge 0 00 1 00 x Amour Ertered BE didadgt l iens 165 00 S16500 30 Tor amp E55 pel in Revbt After selecting the Cash button fields for entering a cash amount and an optional check number appear in the Transaction Details form NOTE Itis recommended to enter charge account payments using the payment window instead of the Cash button Select Accounting Payments to enter charge account payments This method assigns a receipt number to the payment Cash Only Accounts When a customer account has been setup as Cash Only the transaction cannot be completed until a payment has been recorded When the Cash Button is clicked the amount owed is automatically placed in the Amount box When the amount received is greater than the amount owed Change Due will be calculated and placed under the Check box To store the transaction click the Print Ticket button The print ticket decision window appears Version 3 5 97 Weigh In Weigh Out Yard and Unit Count Transacti
189. sAct provider Figure 5 Registering the Software E T 1d 2 Would pou lie to egite bis collares To register the software click Yes To run TransAct in Demo mode click No View and accept the license agreement once the software has been registered Figure 6 View License Agreement End User Agreement View Agreement 20 Version 3 5 Welcome Getting Started To view the license agreement click the View Agreement button TransAct automatically opens the Microsofrt Write application and displays the license agreement A reminder appears to exit Write once the license agreement has been read To continue click OK After reading the agreement select File Exit to close Microsoft Write To continue click the Accept Agreement button After accepting the license agreement the following prompt appears Figure 7 Creating a database TransAct Database Util y Thank you for purchasing Treradcr Theip ni autcmatioaly parerala your lt Tiara detebase When done you wil be rebuimed lo the TiansAct Press the Start button to begin Perce Done ox 1007 To build a database click the Start Build button The following message requires a decision Read the message carefully before continuing Figure 8 Setting up a sample database Would you like some sample data in your database If you answer no the database will be empty No NOTE When settting up actual company data click t
190. saction Weigh In gt Weigh Out Outgoing This is an outgoing transaction Weigh Out gt Weigh In Account Exempt Prints Exempt on ticket when the Customer Account is flagged Tax Exempt Cash This is a Cash transaction Charge This is a Charge transaction No Charge This transaction was not charged Cash by Check A check number was entered in the check field Cash by Money A check was not entered in the check field Version 3 5 201 Customizing a Ticket Appendix A user defined static text field can be associated with each of these conditions A flag field is enclosed in curly brackets The example below assigns the static text Keyed to the Keyed Weigh In flag This text will be printed on the ticket whenever the Keyed Weigh In flag is set for a transaction Example Keyed Weigh In Keyed Unit of Measure Converting Weights on a Ticket All weights stored in the database are based on the unit of measure the scale indicator is set to e g pounds or kilograms This weight can be converted using the following keywords Pounds e Tons e Kilograms e Metric Tons Place the keyword after the database field within the square brackets When the unit of measure is yards or count the Net value is not converted Example Gross Tons Weight In Kilograms Net Weight Metric Tons Printing the Unit of Measure If the word Units is added to the end of the key words within the
191. se leave the field blank e g delete Tax 1 Name Tax 2 Name and Tax 3 Name fields Only fields containing text will appear on subsequent forms Enter taxes as a percentage TransAct will convert the percentage into a decimal value for calculation To override these taxes for a specific customer select Admin Customer Accounts To select the customer whose taxes are different from the default click the Find button From the Customer General Info form click the Accounting Info button When a value greater than 0 00 is entered into any of the active tax fields the default taxes will not be used for any of the tax fields even when left at 0 00 Tax Status The tax status of new accounts will be set according to this value For example when the majority of customer accounts are taxed select the Taxable status Edit individual customer accounts for those customers who are Tax Exempt Version 3 5 127 Setup and Miscellaneous Rates Accounting To set a customer account to a Tax Exempt status select Admin Customer Accounts Select the customer then click the Accounting Info button Place an X in the Tax Exempt field click the Save button Rate Properties The total charge for an item can be based on a maximum of three rates To activate a rate enter rate names into the Rate 1 Name Rate 2 Name and Rate 3 Name fields Our examples will use Material Surcharge and Delivery The Material rate will be used as the base rate for each ma
192. sired select other items from the drop down lists Select category items to generate payment reports sorted on categories Enter the amount paid and the check number in the available Amount Paid and Check Number boxes To save the receipt click the Save button Version 3 5 155 Payments TransAct Plus Only Accounting Multiple Item Payment A multiple item Payment allows a single payment to be allocated to multiple items To apply portions of a payment toward different items click in the category box i e Material to select an item from a drop down list Enter the amount paid and the check number in the available Amount Paid and Check Number boxes Click the Save Item button The status bar at the bottom of the form is provided to help track how many items have been entered and the total amount entered for the receipt After clicking the Save Item button the Account Balance is adjusted and the Amount Paid box is cleared The check number remains in the Check Number box until all items have been entered The status bar increases the item count and total value Figure 139 Multiple Item Payment Papment Credit 11 29AM Wedmerday January 16 2002 Payment 6 Creat C Ticket Payment C Accouni l jp D D poral E c Material Coretucton and Dema Asea fU Popea Fak Hate Table fi Detaust Fares Previous Balance 1 Curent Balance 10030 FTRT cee 5 Check Number far ajel xe
193. st Save Setting When checked all criteria selections will be saved with the exception of the date range Date range will always reset to the current date Reset The Reset button will return the Selection Criteria form back to default values similar to Figure 150 166 Version 3 5 Reporting Quick Scan Scan After entering search information in the option boxes click the Scan button TransAct scans the transaction database and displays the transactions matching the selected criteria in the Transaction List form Figure 151 Transaction List Form Transaction Scan Transaction List 46 transactions selected Ticket Net Weight Charge 3767 284200 852 60 3768 6800 0 136 00 3769 5060 0 101 20 3770 100 0 2 00 3771 19700 0 394 00 3772 6200 0 124 00 3773 9160 0 183 20 3774 7960 0 159 20 3775 4080 0 81 60 3776 6880 0 137 60 3777 440 0 8 80 3778 720 0 14 40 3779 5480 0 109 60 3780 14160 0 283 20 3781 9040 0 180 80 11 3782 36340 0 726 80 Show Detail Totals Void Selected Print Done Account sie 13 Details from any transaction can be viewed by selecting a transaction from the Transaction List and clicking the Show Detail button Figure 152 Transaction Details Form Transaction Scan Transection Details Ticket Unit Fons Circa o M Hauler Acct 5 Hamiton Cip el Bib Tn Acct 5 Ham Chel z l dob z ts I ii Contaire a
194. st like the floppy drive A or the hard drive C To backup to this drive using our software select the drive letter assigned to your Zip drive The Iomega Zip drive is preferred over tape drive backup systems because it is an easy tool to use It can be used like a floppy diskette to store small amounts of data or to backup the entire system Zip drives are available as an external unit which plugs into your computers parallel port or as an internal unit NOTE A system backup can be created using the Zip Tools software installed with the Zip Drive A Zip Tools backup compresses data as it backs up therefore a different Zip diskette must be used Tape Drive When using a tape backup system always run the backup utility provided within our software products to backup the database to the local hard drive Run this backup prior to running your tape backup Several brands of tape backups are available on the market Refer to your user s manual for installation and setup The software provided with your tape backup normally provides a utility for setting up an automatic backup schedule NOTE Automatic backup schedulers are nice tools Some users have had intermittent problems with software that runs in the background for these schedulers If you encounter problems with our software while running your tape software unload the tape software Re run the program and see if the problem goes away If the software runs without the backup scheduling soft
195. store Successfully Completed will appear at the bottom of the restore backup window once the restore is complete Version 3 5 61 Archive Transactions Admin Archive Transactions Archiving is a method of removing or purging transactions from the database It is recommended that transactions be purged on a yearly basis to maintain database integrity and improve system performance Because archiving removes transactions from the database a backup should always be done first Creating an Archive To archive transactions select Admin Utilities Archive Transactions from the main menu The Archive Transactions window appears Figure 43 Archive Transactions window Archive Transactions From Date 11 1 36 E 9 All Transactions To Date 11 30 96 Bi O Invoiced Transactions iT ar1 03096 gar ar111196 gar Select a date range to archive transactions The date range selected will remove transactions from the database within the specified date range Choose which transactions are archived in the option box to the right of the date range The black dot denotes the selected item Choose All Transactions to archive all transactions within the selected date range Selecting Invoiced Transactions will only archive transactions which have been billed to the customer To use a default archive filename place the mouse I beam in the Archive Name box and double click TransAct generates the fil
196. t All Version 3 5 149 Statements Posting TransAct Plus Accounting To make statement processing as smooth as possible we recommend using the Discounts and Account Flags table to mark accounts that should not be billed Accounts marked as Not Billed will not be processed To select every account in the database click the Select All button NOTE Hold the Shift key on the keyboard and click a beginning account and ending account to select continuous customer accounts Hold the Ctrl key on the keyboard and click on each individual account to select discontinuous customer accounts Once accounts have been selected click the Done button When previewing statements before printing use the navigation buttons at the top of the screen to view all the statements invoice Table 7 describes each of these buttons Table 7 View Statements Buttons K E ft The Stop button allows the user to stop 4 View the first statementinvoice m generation of the statement invoice 4 View the previous statement invoice 19 Magnify Un magnify the statement invoice y View the next statement invoice Print the statement invoice gt View the last statement invoice When billing is complete transactions payments and credits are marked as having been billed Once these items have been marked they cannot be edited voided or unmarked After statements have been printed and reviewed TransAct Plus will prompt the user before mo
197. t currently in view click the Print button NOTE To print a detailed listing of a table select Reporting Reports Find the desired table Listing from the Report Type drop down list and print the report To return to the table click the Done button NOTE TransAct automatically generates a category item called None code 1 The None item cannot be edited and is not shown in the item list but is available elsewhere in the program Do not create a category item called None F11 Sort Order Hot Key Changing sort between Code and Description 28 When in the Weigh form pressing the F11 key on the keyboard will automatically change the sort order of the list between By Code and By Description In order to change the sort order from any other form the F11 key must be pressed before the list is opened Once a list is open it must be closed first eo 4 T Se Laps Abr Web icon E To quickly scan through a list start typing the code when Sort Order Code or the first few characters of the description when Sort Order Description Sot Ore Despi All TransAct codes are alpha numeric fields In order to have a list sorted numerically make sure all codes are the same length with leading zeros The example below shows the difference Table 2 Table Sorts 1 001 10 002 11 003 12 004 100 005 2 006 20 007 21 008 22 009 3 010 30 011 31 012 32 013 Version 3 5 Welcome Using TransAct Calendar Button
198. t or X X Ticket Number Sequential number assigned to each transaction X X Ticket Sequence ror iii when multiple items per ticket are X X Statement Number X X Hauler Account Hauler account number X X Hauler Name X Hauler Contact X Account Bill To account number X X Account Name X Account Contact X Daily Note X Job Job Code X X Job Name Job Description X Job PO Job PO X Permit Permit Number X X Tare1 Number Replace Tare1 with user assigned name X X Tare1 Tare Weight X Tare1 Tare Setdate X Tare1 Tare Expdate X Tare2 Number Replace Tare2 with user assigned name X X Tare2 Tare Weight X Tare2 Tare Setdate X Tare2 Tare Expdate X Tare3 Number Replace Tare3 with user assigned name X X Tare3 Tare Weight Tare3 Tare Setdate Tare3 Tare Expdate Category1 Code Replace Category1 with user assigned name X X Category1 Export Only Replace Category1 with user X Description assigned name Version 3 5 67 Importing and Exporting Data Admin Category2 Code Replace Category2 with user assigned name X X Field Keyword Description Export Import Category2 Export Only Replace Category2 with user X Description assigned name Category3 Code Replace Category3 with user assigned name X X Category3 Export Only Replace Category3 with user X Description assigned name Category4 Code Replace Category4 with user assigned name X X
199. t should not be included in Tonnage and Charges reports Example Company ABC may allow trucks that need a printed weight to use the scale for a fee Company ABC would like to record the transaction but the weight is not used in any of their report calculations During the Weigh In process click the Net Net button to copy the Weight In Gross into the Net field Click the Print Ticket button to complete the transaction NOTE To calculate a charge for these types of transactions add a new item to the material category In the Default Rates table enter the rate for the new item into the Tons Pounds column and set the Per Load Ld flag to Y Yes Set Net and Adj Net Weight In The Set Net and Adj Net Weight In option is similar to the Set Net Weight In option except that it stores the weight for reporting purposes Example This option may be used at a recycle center where a floor scale is used to weigh bales of recycled plastic These weights will be included for reporting purposes Example This option may also be used for adding material inventory Unattended Additional documentation has been created to better explain unattended features Please contact your TransAct representative to obtain this information Version 3 5 109 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Tare Update Close Transaction After Update Tare When checked the Transaction Details form is closed after the tare upd
200. t will never expire To set a permit as valid or invalid click the down arrow next to the Status option When a permit expires or is invalid TransAct warns the operator at the start of the transaction A user must have Administrator or Supervisor access to renew or validate a permit To save a Permit click the Save button A warning appears if any changes have not been saved to return and save the changes click Yes To cancel all changes click No Version 3 5 49 Categories Admin Categories To create and edit items in a category select Admin Categories A category groups transactions for reporting purposes Categories also serve as a means for applying rate codes and rate table codes Using Categories A maximum of four categories can be defined in the TransAct initialization file TRANSACT INI One category is designated as the category in which product rates are attached Another category is designated for storing additional rate table names Category names can be customized to match an organization s naming preferences For example an organization may refer to their product category listing as Material Product Refuse Rock Grain etc Throughout this documentation this category listing will be referred to as Material Rates can be setup for items in this list Our examples will occasionally refer to a second category named Area This category will be used to determine the location a material is going to or coming fr
201. tabase fields it is used as a compare value To perform this function another field can be added to the Fixed Value column for the boolean export type again separated with the P character The third value is the compare value For example the database field Charge Type uses the letter V to designate a voided transaction When Charge Type is exported as a Character Field Type the letter V appears in the export file Charge Type Character ar COMMA Version 3 5 75 Importing and Exporting Data Admin By changing the Field Type from Character to Boolean something other than the letter V can be exported Charge Type Boolean xDIOIV COMMA If the value of database field Charge Type is V then export the letter D else export the letter O Auto Export Settings Separate Documentation Separate documentation has been created to better explain this feature Please contact your TransAct representative to obtain this information 76 Version 3 5 Admin Preferences Preferences Company Data Scale Port 1 Scale Port 2 Ticket Printer Port Journal Printer Port Data Terminal Port Score Board Port Tickets Note Headings Version 3 5 77 Preferences Admin Company Data To enter your company s data select Admin Company Data from the main menu The Company Data table appears Figure 57 Company Data Window Company Data Name Sion County Landit
202. tables view transactions or create transactions Real Name Type in the user s first and last name This field is used to identify the logins The login name is recorded with each transaction To save the new user click the Save button If a password was assigned to the user the Verify Password Change form appears Version 3 5 33 Login accounts Logins Figure 17 Password Verification User Table Verify Password Change Please Reenter Password Type the password identically as it was entered in the Login Information form Press Enter on the keyboard to continue If password verification is incorrect a failure message appears Click OK to continue and retype the password If password verification is correct a successful message appears Click OK to continue Logging in as Another User To log into TransAct as another user select Logins Logout from the main menu The TransAct Login Form appears The current user is automatically logged out of TransAct The new user can now log into TransAct 34 Version 3 5 Admin Admin This section describes commands under the Admin button of the menu bar The following features are available using the Admin commands e create customer accounts enter orders job table information e create permits e build category tables backup restore archive import and export database information configure scale data terminal devices and printer ports a
203. terial or product in the category list The Surcharge rate will be used as an added charge set by the county for certain material types The Delivery rate will be used as an added charge for materials requiring delivery Figure 105 Rate Setup Setup and Miscellaneous Rates Select Propesties Mates Properties O Tons A ATAR State Tax County Tax Flales Rate 1 Name IEEE S fx O Added Charge Rate 2 Name Sucheg e Ix Cima Gare Rate 3 Name Deter r r O Rounding O Mecalereous Hints ond Tips The Rates Pronesties alow you to setup one to three tater usad to callate the total charge fot a trereecton Gt X Click an ar bom ii the lom for more nlomabor gwe 1 Ove Appropriate taxes are applied to each rate by checking the Tax boxes The above figure shows that the State and County Tax will be applied to the Material rate the County Tax will be applied to the Surcharge rate and neither tax will be applied to the Delivery rate NOTE Ifall three Rate Names are left blank TransAct will use Rate 1 as the default and taxes will be applied When text is added to the Rate 1 Name field the tax check boxes appear Only fields containing a name will appear on subsequent forms If an existing rate table is no longer needed simply remove the Rate Name from the table Data in the table does not have to be deleted before continuing Removing the name from the Setup and Miscellaneous Rates table will prevent the table from being used N
204. tes are to be stored Note Headings are defined under Preferences in the Admin section Use the MS Store with Truck button to store the first and second note fields in the Truck Table Notes stored with a truck will always print on the ticket unless the Notes button is clicked and the existing notes are deleted or changed New notes for a truck will not be stored unless the Store with Truck button is clicked To delete notes from a truck delete information in the first and second note fields then click the Store with Truck button To store ticket information click the amp Store Ticket button The Weigh In process is complete NOTE To change the incoming transaction date press the F10 button on the keyboard Select the date of the incoming transaction and click the OK button Weigh Out To complete an open ticket select the ticket from the Ticket drop down box Version 3 5 95 Weigh In Weigh Out Yard and Unit Count Transactions Weigh Figure 74 Weigh Form Weigh OF 08AM Wednesday May 10 2000 came 6000 Begin a new transaction by entering a value in one of these fields Select Transaction Aceount El Pemt O O O OoOO mau Complete a transaction by selecting an open ticket Ticket A 36207 3 Actes Depor A Respeing Inc gt A 38211 85 Cash Datome 33 akg lt 5 al jA 38221 111 D amp D Disposal Ca Ing hd After selecting a Ticket the Transaction Details form appe
205. th the completed transaction and can be viewed using the Quick Scan feature under the Reporting menu Default Material Direction Use this option to select the default direction of the material flow This value is used to set the direction for transactions where stored tare weights are used The dot indicates the selected direction incoming outgoing The Warn on Direction option will pop up a warning message during a transaction where the material direction is opposite the default material direction Open Ticket Refresh Specifiy a time interval in seconds during which the open ticket list will be refreshed Use this feature when more than one computer is processing scale transactions This will ensure a transaction started at one station can be selected for completion at a different station Automatically Disable Cash Button To disable the Cash button for charge account transactions place an x in the option box next to Automatically Disable Cash Button During a transaction the Cash button will only be available for Cash transactions Customer Accounts that are set as Cash Only To enter a payment for a charge account select Payments from the Accounting pull down menu Ask if Customer Received Change When checked a message appears during a cash transaction to verify the customer received any change due to them The message will not appear when this option is not checked List Jobs for Bill To Acct Only To view only the jo
206. that rates are attached i e Material Additional rate tables will list only those items that have been added The minimum charge rate will be applied to all charges that are less than the minimum charge value To attach rates to a different category table or refresh the item list in the current category table click the Reinitialize Tables button Version 3 5 135 Rates Accounting Figure 116 Reinitialize Tables Select calegory on whch rates will be bared Table Number el Table Name isis J Le The highlighted table is the table currently used for rates To refresh the item list in the current category table click the Done button The following warning message appears Figure 117 Reinitialize Current Table Warning 4 The iste category her rol cherged read Sonat RS the dell anc be b miren charge rete tables Existing rates wal no To change the category rates are attached to select the new category from the list and click the Done button NOTE When a new rate table is selected the rates for all previous tables will be deleted Always make a backup of the database and a copy of the C WINDOWS TRANSACT INI file before changing the existing rate table If a mistake is made quit TransAct and restore the TRANSACT INI file Start TransAct and restore the backup database The following warning message appears Figure 118 Reinitialize Table Warning Sd cuert rale lables vel be celled and da
207. the transaction e g Truck Container and Pup Trailer and click the Update Tares button The Update Tare form appears 110 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons Figure 84 Update Tares Table 27 2000 5 1 21000 Trensecton Details Which Tare ars you updating 5 Inek O Tick Corrales Ci Add ae inat C Container Tick Pup Traber Adi as pemeri C Pup Trais tua Tase Values Track 21000 Scale Comer i Caen The weight on the scale can be applied to any of the active tares Use the mouse to place the dot next to the tare which is being updated e g Truck Container or Pup Trailer The Weight on the scale replaces the old tare weight in the Tare Values section Click the Save button to save tare information Once the tare has been updated the information appears in the Transaction Details form Click the Done button to exit the Update Tares form To undo any changes click the Done button before clicking the Save button to return to the Transaction Details form Adding a New Tare New tares can be added from the Transaction Details form as well Select an Account from the Select Transaction form to start a transaction Wait for the scale to stabilize and the motion indicator to clear Click the Update Tares button The Update Tare form appears The account the truck will be added to is displayed in the Hauler field If the incorrect Bill To acco
208. the maximum weight the scale can fluctuate before TransAct determines there is motion on the scale When a tolerance weight is specified TransAct recognizes a stable weight or the tolerance weight For example when the tolerance is set to 40 TransAct considers a stable weight to be anywhere between or 40 pounds Enter a positive weight for this field Zero Return When Zero Return is checked TransAct will not allow transactions to be processed until the weight on the scale has returned to zero since the last transaction If the scale has not returned to zero a warning appears Click the OK button to return to the Select Transaction form Version 3 5 107 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Truck Transient Truck Account This feature is useful for tracking cash customers within a given facility Click the down arrow next to the Transient Truck Account field to select an account e g Cash Customer To start a transient truck transaction enter a non stored Truck Id e g license plate number in the Truck Id field and press Enter This truck number is stored with the transaction but is not stored in the Cash Customer account Truck Tare1 table Transient trucks can only be used in the Tare1 field Tare2 and Tare3 entries must still be attached to an account Example When a transaction is started by entering a Truck Id that is not in the system the account specified as the Transient Truck
209. the truck table serves two purposes The first purpose is to enhance transaction processing To use this feature a transaction must be started by selecting a Truck Id in the Weigh window When a transaction is completed the Orders Job Bill To Acct and category code are stored in the Last Order Last Acct and Last Code Code refers to the category code that rates are attached i e Material fields The next time this truck is selected to start a transaction this information will automatically fill the Orders Job Bill To Acct and category code fields of the Transaction Details form NOTE The Last Order Last Acct and Last Code fields can be edited This allows a truck to be assigned to a job account or material code when running in Unattended mode 42 Version 3 5 Admin Customer Accounts Figure 24 Truck Table Today s Statistics Tate Data Truck Data Mex Weight D Badge Minter BEY licence ie Tate Weight 75400 jis Hates Sot Date 74 al Expire Date ial Weigh Ony Container Required 7 Description Unattend Tare Update Pup Trader Required I Today s Statistics Cede Description Loads a Last Orde Solid Vast 2 sa 2 ostras La and 4 Last Acet a Last Code EREEREER Mor Lit Soe Lyte Brd The second purpose is to accumulate daily totals Total number of loads and quantity of up to five different category codes can be viewed at a time If more then five items are hau
210. tilities for importing and exporting transaction information Before importing or exporting can be completed definition files need to be created A definition file tells the program what information is to be imported or exported and how it is formatted Definition files are created using any text editor like Notepad The files must be saved with a gid extension and stored in the TransAct installation directory The first line of the definition file identifies the database table to be used Currently only data from the Transaction Table of the database can be imported and exported Each line of the definition file is formatted into seven comma delimited sections Table 3 Export Import Definition File Delimiters Field Name Valid transaction database field names listed later Field Type Character Number or Boolean Length of field that will be written to the export data file The number of characters Field Length extracted from an import file Decimals Used to import numeric data fields with an implied decimal point For example if decimals is 2 and the imported field is 15025 the data is converted to 150 25 Exed value Used to place a fixed value in an export data file field or to assign a fixed value to a database field when importing Character used to delimit the field These names can be used for the following predefined delimiters Delimiter TAB tab NL new line SPACE space COMMA comma CR carriage retur
211. to four lines of text to the printer Data Terminal Settings TransAct does not recommend using the Data Terminal Settings section to change your data terminal settings All the items can be changed and tested within TransAct Select Admin Preferences Data Terminal Port Select the Data Terminal type connection baud rate flow parity and stop bits Select the Test button at the bottom of the window to view the data the computer is receiving from the data terminal Reports Custom reports using Crystal Reports for Visual Basic version 2 0 can be added to the list of reports in the Report Options form Add the following heading and report information at the end of the initialization file Reports Reportl Name of Report nameorpt rpt Version 3 5 189 Editing the TransAct Initialization File Appendix Where Name of Report is the name of the report you would like to see displayed in the Report Type drop down list and nameorpt rpt is the name of the crystal report file When Name of Report is selected from the report drop down list the report nameorpt rpt will be generated The file must be placed in the TransAct installation directory usually C TRANSACT Subsequent custom reports can be added by inserting additional lines in the initialization file Report2 Report3 etc Major and minor sort controls are disabled when custom reports are selected All transaction selection other then the General Selections for Type and
212. tomer Accounts Permits Categories etc Example User A is updating addresses for customer accounts and User B is updating zip codes for customer accounts User A and User B select Account 3 at the same time User A updates the address and clicks the Save button User B s screen does not change User B enters the correct zip code for account 3 and clicks the Save button An error similar to the following appears Q The following error occurred while attempting to update record Error 3197 Another user has updated this record since your read Your updates will be lost When User B clears the message clicks OK the record is updated with the changes made by User A User B can continue making changes the zip code for Account 3 and click the Save button Transaction Numbers When a SITE ID is assigned to a computer the ID is used as part of the transaction number Each computer will have its own set of transaction numbers It is possible for several computers to have the same transaction numbers The SITE ID will determine which transaction number corresponds to which computer 212 Version 3 5 Networking TransAct Installing TransAct on a Network Installing TransAct on a Network The TransAct database and reports can be placed on a shared network drive for multiple user access TransAct must be installed on each computer and assigned a unique SITE ID in the TRANSACT INI file To setup TransAct for shared network
213. ulations do not exist for Yards or Units When changing the unit of measure from Pounds or Tons to Yards or Units verify the rate is correct The Per Load check box is used to assign a flat rate per load when this job and this item is selected during a transaction To turn Per Load on use the mouse to place an X in the box The above form shows a Delivery rate of 35 00 Since the Per Item box has been checked a Delivery rate of 35 00 will be added to every transaction using this job number and item Example To save rate information for an item click the Save button To return to the Orders Job Table click the Done button Version 3 5 47 Permits Admin Permits 48 Use Permits to setup individual sub accounts within a customer account Example A township may allow residents to use the landfill under the township s customer account However the township would like reports on the residents using the landfill Each resident can be assigned a unique permit number The permit numbers are attached to the customer account The resident s name address driver s licences license plate number and issue expiration date can be recorded using the permit form To create or edit permits select Admin Permits from the main menu The Permits form appears The first permit in the table is listed if there are no permits the permit window will show a permit number of zero 0 and all fields will be blank Begin enter
214. unt is displayed select the correct account from the drop down list Select Truck from the Which Tare are you updating section Enter the new truck number in the Truck box The weight from the scale is displayed in the Truck box of the Tare Values section To manually enter a tare weight place the cursor in this box and type a different weight NOTE Only users with Administrator or Supervisor rights can enter manual tare weights Version 3 5 111 Print Weight Options Update Tare and Reprint Ticket Buttons Weigh Figure 85 New Truck Number Fre ide Opbore j me 21000 Tiansachon Delat Howler E Adive Disposa k Recycing Inc LE Which Tare me you updating Add Mode 5 Truck T Track Cananea O Add sr harcen C aire O Track Pup Trader Add ar pe C Pup Trailer tek 1 Tore Values Trek 21000 Scale Combred 1 Save a Pip Tisi fo Dwe The Add Mode box appears when a Transient truck account is setup in the Truck section of the Options window The Add Mode feature allows the user to store a transient truck with an account other than the one specified in Options From the Add Mode box select whether the truck is a Transient or Permanent truck Click the Save button to save the new truck number and tare weight A verification message appears Click the Yes button to add the new tare and return to the Transaction Details form Click the No button to cancel and return to the Update Tare form When Displa
215. ving to another portion of the program e g the Weigh form The following message will appear before the user is allowed to move to a different function within TransAct Plus Figure 134 Mark Billed Transactions eee ATTENTION Would you like to update accounts Answer YES if your statements have printed correctly and you are ready to update previous balances generate finance charges and mark transactions ONCE ACCOUNTS HAVE BEEN UPDATED YOU WILL NOT BE ABLE TO REGENERATE THESE STATEMENTS UNLESS YOU RESTORE THE BACKUP YOU CREATED PRIOR TO RUNNING STATEMENTS Otherwise answer NO if your statements did not print correctly or you have not reviewed them You can rerun these statements at a later time by using the same parameters Updates can be done at that time 150 Version 3 5 Accounting Statements Posting TransAct Plus If statements have printed correctly click Yes When Yes is selected all transactions for the current billing period are marked as having been billed and will not appear on subsequent statements Previous balances will be updated to include payments charges credits and finance charges To cancel the update process click No No changes will be made to customer accounts If statements did not print correctly or more time is needed to review printed statements click No When problems have been resolved rerun the statement process View or reprint the statements invoice Select a TransAct Plus function i
216. ware loaded you should cancel the automatic backup and backup your system manually Many tape drives work differently Without the identical tape drive and software used to create tape backups it may be difficult to restore your data Again use more than one tape and implement a rotation schedule See page 54 Creating a Backup File for detailed instructions and examples Version 3 5 29 Version 3 5 29 Welcome Getting Started votas rss Installing TransAct Starting the Program for the First Time 0 0 0 0 0 cee eee ee eee Quitting the Program The TRANSACT INI File Database Recovery and Restoration 0 cece eee eee eee een eens Uninstall Reinstall Uninstall Reinstalling TransAct to create an empty database o ooooocooocooncoomooo Using TransAct Using the TransAct Menus With the Mouse With the Keyboard Closing a Menu Using Dialog Boxes Windows and Tables 0 0 0 0 cece eee eee TransAct Buttons Navigation Buttons Find Button F11 Sort Order Hot Key Changing sort between Code and Description Calendar Button Filenames Logins Login accounts User Accounts Login Name Password erat Security Level Real Name 26 2 022229 Logging in as Another User Admin Version 3 5 17 18 18 20 22 22 23 24
217. weight indicator is connected to a serial port on the computer TransAct reads the weight provided by the scale and displays it in the display window The scale unit of measure Ib pound or kg kilogram also appears in the display window To setup TransAct to read a scale stream select Admin Preferences Scale Port1 For more information refer to Preferences in the Admin section of this manual To setup a second scale select Admin Preferences Scale Port 2 A display window for each scale is present and both scales will display scale activity However only one scale can be active for use at a time To activate a scale click anywhere within the indicator window or use the Alt S keystroke command to alternate active scales The weight in the active indicator is displayed in red and a lower case a appears in the bottom right corner In the following example Scale Port1 is configured for the scale indicator and Scale Port2 is set to Manual To enter a weight manually activate the second scale display and enter weights manually into the Weight In Weight Out boxes of the Transaction Detail form Figure 69 Dual Scale Indicators Weigh 10 44AM Thursday December 04 1997 Nona E 18000 When the scale port is in SIM mode arrows for increasing and decreasing a truck weight appear next to the display window These buttons increase or decrease simulated truck weights in increments of 3000 pounds The demo version of the software works on
218. y Full Detail when Adding New Vehicle is checked in the Tare Update section of the Options window the tare information table appears Figure 86 Update Tare Information Tae Data Truck Data Number as Max Weight Baga Tare Weight 000 License Aster Set Dale rezar uz Notes Expire Date po al Description Weigh Oniy Container Required Unattemd Tere Update Pup Trailer Required Once the desired information about the new tare has been entered click the Continue button followed by the Done button NOTE TransAct will return to the Select Transaction form when the option Close Transaction After Update Tare is checked TransAct will return to the Transaction Details form and display the new truck number in the Truck tare dialog box when Close Transaction After Update Tare is not checked 112 Version 3 5 Weigh Print Weight Options Update Tare and Reprint Ticket Buttons To add a new Tare 2 Container or Tare 3 Pup Trailer use the same procedures Updating Combined Tares Truck and Container Use this option when a Tare 1 Truck with a Tare 2 Container or Tare 3 Pup Trailer needs to be updated The following example was created with the option Close Transaction After Update Tare turned on Select an Account or Truck Id to start a transaction Select the Truck and Container to update then click the Update Tares button Figure 87 Combination update tare Truck and Conta

TransAct®3.5 - Rice Lake Weighing Systems

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TransAct&reg;3.5 - Rice Lake Weighing Systems

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TransAct®3.5 - Rice Lake Weighing Systems