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DP/AUTO - Data Pro Accounting Software, Inc.

1. Script Details Script File Je program flez data pradpauta imrearder simreard Browse Configure New Edit Delete Cancel 17 lt Click gt on the Configure button in the Script Details section of the screen The following screen displays HE DPAuto Configure Script imreorder vbs X Configuration Settings E POWERS erver B Host ame slocalhost PortNumber 9500 CompanyiD ing E1 Notification SMT PServer localhost EmallT o to localhost EmailFrom from tlacalhost Ge 18 Each one of these line items must be configured properly to ensure the script is operating properly The first section is defining the connectivity with the Infinity POWER accounting system through the POWERServer TCP IP communication software tool You must ensure that the POWERServer is enabled on your accounting server prior to enabling any DP AUTO scripts or they will not work Page 2 20 DP AUTO Service Chapter 2 19 20 21 22 20 DP AUTO User Manual This is the essential communication link between the accounting system and any web server for e commerce DP DashBoard for Intranets and DP AUTO for real time event triggering Once POWERServer is operational you may complete this configuration to complete the communication link for each script Remember if you are operating for multiple companies each script must be defined on a company by company basis Notice here the
2. Ta jo hn da eic dpra com Subject Income Statement Normal Run 3 0TA Infinity POWER Sample Company Inc Page 1 023152006 Statement of Income 3 02 15 2006 n2 15 2 0n06 Current Period Wear to Date THOSE Revenue 156 0129 47 62 55 412 967 59 Ba da Revenue concrete Commercial 9 500 00 2 283 77 100 00 11 02 Revenue concrete Residential 7 826 75 2 16 13 426 75 1 53 Revenue Electrical Residential 20 242 27 2 41 21 511 22 2 05 Revenue Framing cxnmercial 4 200 00 1 469 22 600 00 4 628 Revenue Framing Residential 11 752 77 43 74 11 722 22 1 65 Revenue Plumbing Commercial 1 000 007 0 40 1 000 007 0 14 Revenue k ft ln Residential 7 040 40 2 94 46 012 565 6 61 Sales Returns and Allowances 2423 20 0 14 12 465 21 0 25 Cash DbDiscomnts Earned 26 06 l 250 230 0 14 Service Charge 31 225 15 12 22 31 929 15 4 5 Freight charged 50 00 0 02 50 00 l Miscellaneous Income 0 00 0 00 50 000 00 7 13 TOTAL IHCOPBME S247 959 77 100 00 695 266 02 100 00 TOST OF Goon onn cost of Sales 46 522 25 12 56 5111 404 21 16 01 Gost of Sales Inv Shrinkage 91 915 22 3 concrete OF Commercial 632 00 87 19 222 00 TA Concrete 002 Residential 226 73 83 7 226 73 1 7 02 21 315 22 12 4 1 z 4 1 1 Electrical 200 Residential 1 252 25 0 55 1 042 23 0 24 2 2 2 21 Framing 7023 Commercial 342 90 85 14 002 44 l Framing COS Residential 427 50 ET 2 517 50 26 Plumbing COS Commercall
3. Computer Management m File Action Yiew Window Help gt Brie 9 gt H 292 Computer Management Local l System Tools Event Viewer R Shared Folders DPAuto Mame Description Status Startup Type Log On 2 Local Users and Groups l Bs Application Layer Gateway Se Provides support For 3rd party protocol Manual Local Se x Performance Logs and Alerts start the service Bs Application Management Provides software installation services Manual Local Sy 2 Device Manager Sa ASP NET State Service Provides support For out of process se Manual Network y Storage Description Sy Automatic Updates Enables the download and installation o Started Automatic Local Sy Removable Storage Runs DPAuto exe as a Windows service Background Intelligent Transf Uses idle network bandwidth to transfe Manual Local Sy Disk Defraqmenter Bo CBWHost Started Automatic Local Sy Disk Management a CenLPD Disabled Local Sy E de Services and Applications Bs ClipBook Enables ClipBook Viewer to store inform Manual Local Sy g Microsoft SQL Servers By COM Event System Supports System Event Notification Ser Started Manual Local Sy EE En LOCUSBYACT7 Windows By COM System Application Manages the configuration and trackin Manual Local Sy 4 services Eg Computer Browser Maintains an updated list of computers Started Automatic Local Sy 7 Control Ba Cryptographic Services
4. File Systems Reports Set Up and Maintenance Help General Ledger Accounts Payable Purchase Order Entry Accounts Receivable Inventory Management T Sales Order Entry m Point of Sale Payroll Jab Cost Main Module Time Sheet Entry Check Reconciliation Report Writer Report Writer Run Time Customer Support Management Pru Tir Eri Security Administrator POWERServer Module Run Crystal Reports Productivity Tools Form Generator POWER Upgrade Utility 2 From the Infinity POWER POWERServer Main Menu options click the POVVERServer Options menu option and select the POWERServer Configuration sub menu option Configuration window displays Page 3 6 DP AUTO Service The POVVERServer Chapter 3 DP AUTO User Manual EH POWER Server Configuration Ioj xi Tools Launch Login User Name web Login User Password leomeras IP Socket Port 8 3500 E Activity Logging HP 3 Specify the login name in the Login User Name text box and password in the Login User Password text box for the POWERServer s initial login This is the same User ID and Password that you defined in the Security System in the previous procedure 4 Specify the channel port number in the IP Socket Port text box This is the number or channel that the POWERServer will be listening for connections on NOTE Port number MUST be between 1025 and 65000 however there can only be one installed listening pro
5. eite dpro com Subject Balance Sheet Normal Run 5 6A Infinity POWER Sample Company 03 15 2006 Balance Sheet 03 15 2006 ASSETS CURRENT ASSETS Cash Savings Petty Cash Cash in Bank General Cash in Bank Payroll Hotes Receivable Accounts Receivable Customer Accents Receivable other A R Tampa Main office ASR Orlando Warehouse A R Miami Warehouse Inventory Tampa Main office Inventory Miami Warehouse Accrued Inventory Receipts Accrued Inventory ca Pork In Process Prepaid Insurance TOTAL CURRENT ASSETS FIXED ASSETS Land Buildings Buildings Accum Deprec Equipment Equipment Accum Deprec Furniture Furniture Accum Leprec Automobiles and Tricks Autos amp Trucks Accum Deprec TOTAL FIXED ASSETS OTHER ASSETS Treasury Stock Stacks Purchased Bonds TOTAL OTHER ASSETS 311 5 2006 Introduction Inc 5151 32 44 1 292 eub 25 1133 81 530 Page 1 of 3 Page 1 3 03 15 2006 B2 559 871 09 5470 301 13 567 500 00 Chapter 1 DP AUTO User Manual glincome The General Ledger Income report can run in the following modes by changing the DP Auto configuration for the olincome script e Normal e Budget Comparative e Comparative Year to Year e Budget Year to Year e Six Period Trend e QTD e YTD e Yearly Budget Income Statement Hormal Fage l of 3 Jane Doe From janedoeiedpro com Sent Wednesday March 15 2006 9 07
6. m Chapter 2 DP AUTO Service Page 2 15 DP AUTO User Manual E F DPAuto Edit Task apaging x Name apaging Created 03 24 2004 06 37 154M Descriptions AP Aging Report Last Modified Enabled m Last Executed Trigger Type Schedule Action Type Script Schedule Details Stark Time 01 01 2005 12 00 AM 2 Iv Immediate End Time 01 01 2005 12 00 AM Script File Je program filez data pradpauta sapaainasapaainag Browse Configure Script Details Cancel The third option on this screen is to use the Days of the Month feature Similar to the Days of the Week feature this option allows the user to define specific days of the month to run scripts It can be a single day of the month or multiple days As shown on the following screen the system will display up to 31 days for each month to run a script 11 lt Click gt each day of the month that the script should be run Define the intervals and time of day or range as you would using one of the other methods described earlier E F DPAuto Edit Task apaging X Name apaina Created 08 24 2004 08 37 184M Description AP Aging Repot 0 Last Modified Enabled Last Executed Trigger Type Schedule Acton Script Schedule Details Start Time 01 01 2005 12 00 AM v Immediate End Time 01 01 2005 12 00 AM v Forever Script File e program flez data prodpauteapaging apaaing B
7. DP AUTO Event Triggering System Part 450 DATA PRO Eie ACCOUNTING Im SOFTWARE INC Advanced Accounting Software ES Secure Internet Solutions Version 7 3 Information in this document is subject to change without notice and does not represent a commitment on the part of Data Pro Accounting Software Inc The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of those agreements The purchaser may make one copy of this software for backup purposes No part of this manual or other materials included with the package may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Data Pro Accounting Software Inc O 2004 2007 Data Pro Accounting Software Inc Data Pro Accounting Software is a trademark of Data Pro Accounting Software Inc No investigation was made into the common law trademark rights of any word Every effort was made to capitalize or highlight in some manner any word with current registrations All companies products addresses and persons contained herein are intended to be completely fictitious and are designed solely to document and exemplify the use of Data Pro Accounting Software Inc s products Page 1 This page in
8. 750 00 20 750 00 Ai 2152006 Chapter 1 Introduction Page 1 9 DP AUTO User Manual imreorder The Inventory Reorder Report is based on the quanity on hand quanity reserved and quantity on order It verifies the minimum and maximum order to calculate the suggested order quantity Treventory Reorder Re port Fage of 1 Jane Doe From johndoedpro com Sent Wednesday March 15 2006 9 08 Ta johndaeedpro cam jane doe edpro com Subject Inventory Reorder Report Inmentory Reorder Report Iter Desen ption UM On Hand Reserved On Order Minimum Ghy Maximum Ghy Minimum Order Suggested Order 1060135461 Concrete Blocks EA h 0 00 00 500 00 3 500 00 250 00 300 00 114POLE Bectric Box Pole EA 000 11 00 D n 400 25 00 5 00 36 00 201513311 Rooting Tar Gal 43 00 0 00 68 00 200 00 550 00 10 00 429 00 205011677 10 2 X 4 Boards EA h 496 00 480 00 150 00 450 00 10 00 216 00 205011638 12 2 4 4 Boards EA 0 00 13 00 60 00 100 00 325 DD 10 00 273 00 40770614 50 Heavy Gauge Copper Wire Feet 38 00 0 00 000 150 D 300 00 50 00 261 00 607131 Bectric Box Fuses EA n 1 00 000 25 00 200 20 25 00 201 00 7010123 Master Door Locks EA 000 26 00 000 5 00 50 00 5 00 76 00 Windows 7020224 Custom siz ed sheds EA 3 DU 10 00 000 5 DD 50 00 5 00 57 00 Doubled paned 203517156 Indaar Qutdoor Carpet Tan Sgwd h 1 00 000 45 00 900 00 90 00 901 00 SONYS2311 5050 LCD Color Television Each h 0 00 000 100 5 00 1 00
9. From the command prompt in the accounting software directory type POVVERService install and press Enter on the keyboard This command installs the POWERServer module as a Windows Service which automatically starts whenever your server is turned on or rebooted 6 Type exit and press Enter on the keyboard to close the command prompt window Page 3 8 DP AUTO Service Chapter 3 DP AUTO User Manual To Begin POWERServer for the First Time Once the POWERServer has been installed as a service you must start the process for the first time 1 From your Windows desktop lt right click gt on the My Computer icon and select the Manage menu option The Computer Management window displays E Computer Management UL7 7 E Computer Management OS Management File Action View Window Help e lm 23 4 omputer Management Local bh System Tools Wa System Tools EH Event viewer Sig Storage Hr 5 FES Services and Applications E Local Users and Groups Performance Logs and Alerts Device Manager B LIT Storage B Removable Storage E Disk Defragmenter Disk Management EL Hn Services and Applications 2 From the menu on the left click the Services and Applications option and then select the Services sub option A list of services installed on your system displays in the right window A list of services installed on your system displays in the right window NOTE If the POWERS
10. 49 AM 8 21 2004 9 49 AM 8 22 2004 9 49 AM 8 23 2004 9 49 AM 8 24 2004 9 49 AM 8 25 2004 9 49 AM 8 26 2004 9 49 4M 8 08 26 04 log EditPad Document E GLBalance Chg Microsoft Office Ou 8 18 2004 10 10 AM Ej aLBalance CFapflt CFaDFLT File 715 2004 12 16 PM 55 GLBalance bs VBScript Script File 7131 2004 9 55 AM It is optional to turn this logging feature off at any time Just click on this option and it will turn the logging feature to OFF Occasionally you may elect to utilize the feature located at the bottom left of the screen whereby you may Clear Log which will clear the current DPAUTO LOG file This may save disk space as you find the system working smoothly over time and it may be appropriate to periodically clear this file The secondary log files for each script however are maintained indefinitely This is because that as some scripts are developed they may be keeping specific transactional data such as the number of transactions or order numbers that were received each time a script was run Therefore it would be important to be able to return and review and see what actually happened on a specific day as a complete audit trail EDI type transactions would be a good example of this kind of usage NOTE Please note that at the top right of the screen that as each event is run the run date and time is noted logged and maintained next to each particular script as they are executed The system maintains the same informa
11. 7 Day or 30 Day Actually additional criteria could be identified for this report as well including whether it should be printed in Detailed Non Detailed or Grand Total only format Future or Past Due Aging Type which Bank Account to use and whether we should mask on a specific Job Cost Project The possibilities are very powerful DP AUTO will allow you to pass any of these criteria statements along in the configuration of your scripts Nl vendor Aging Report E al xl Tools Launch Report f Detailed Vendor Range Beginning Supplier E 0111 x Bower s Boofing Supplies Using Vendor key C Nor Detailed Ending Supplier E work x Work Place C Grand Totals Aging Criteria B Project Mask te 7 Day 1 1234557530 C 30 Past Positions 31 Enter the Criteria for this script and lt click gt on Save or Cancel to exit without making any changes Page 2 24 DP AUTO Service Chapter 2 DP AUTO User Manual HE Change Attribute Value X Criteria n caen 32 When all of these lines have been edited to your satisfaction click on the Close button All lines data has been saved along the way You are now free to make any remaining edits on the setup of this script as necessary If all changes edits are completed click on the Save button and the new task will be added to your list of scripts within the DP AUTO menu system Click on Cancel if you elect no
12. CompanyID is specifying the company that will be communicated to Therefore if your intention is to have a script perform similar functions to multiple sets of data files i e multiple companies this is where you can copy the sub directories and create multiple scripts and just change the company ID to invoke a different deployment of the script each time for each different company To edit these items click on a specific line item such as HostName and click on the Change button dE Change Attribute Value X SMTPServer 000 caen This is a text line and you can edit the line just as if you were editing a text line in a word processor Change the text description here from testserver mindspring com to the name of your accounting server This can be the domain name of your server or the actual IP address of the server If DP AUTO and the accounting server are running on the same server the answer here would be localhost Once you make your edits as shown in the following screen click on the Save button and your edits for this line will automatically be saved If you don t want to make a change click Cancel to exit this window Next click on the PortNumber line to define the secure Port Address in which the POWERServer should be communicating with your script The valid ranges of port numbers are 1025 to 65000 It does not matter which port number you decide to use it s just th
13. H Hepat Schedule Script 0842004 08 41 4 75M 4 k Mew Edit Hun Remove Rename Clear Log Close 8 If you lt click gt on the File option at the top left of the screen a drop down list displays as shown on the following screen x w Logging as ston Type Aetion Type Created Last Mode ae ja gng Report M ichedule Scrip DN 0872472004 08 3418 sal al qu eport No chiede Script 06 24 2004 06 e AM A Aging Report Mo X Schedule Script 0824 2004 08 40 21M A Calculate Aging Schedule Script 8 24 2004 08 33 308 M arcollect AR Collections Hep Schedule Script 08 24 2004 08 46 35M calendar Calendar Alerts Mo X Schedule Script 3 23 2006 11 47 108M calendar Calendar Worksheet Schedule Script 03 23 2006 11 47 53 amp M glbalance GL Balance Sheet Mo X Schedule Script 08 24 2004 08 43 08M gincome Income Statem No Schedule Script 8 24 2004 08 43 504M imreorder IMA eorder H Report Mo X Schedule Script 08 24 2004 08 41 4 75M 4 k Mew E dit Fun Remove Hename Le Clear Log Clase Chapter 2 DP AUTO Service Page 2 7 DP AUTO User Manual Logging The first choice will be to have the Logging feature of the software turned on This is a default setting within the software With the setting turned on each time an event trigger is executed two logs of the event are made so that you can review them later to ensure
14. Last Modified Enabled Last Execuled Trigger Type Schedule Action Type Script Schedule Details Start Time 03 01 2006 12 00 AM Immediate End Time 12 31 2006 12 00 AM Forever Script File c program files data pro dpaute apaging apaaing Browse f day intervals Configure Script Details Daily f Time C Range New Edit Delete Cancel 4 If this is the case once these two check boxes are lt clicked gt OFF you may select a Start Time which includes a beginning date and its time of day Notice the down arrow button on the right side of the field This will allow the user to utilize the pop up calendar to enter the appropriate date into this field The current date is circled in red for easy identification You may scroll backward and forward through the year using the arrow keys at the top of the calendar The bottom will always maintain Today s Date so that if you lt click gt it it will automatically enter this date into your field for you Or you may lt click gt on a specific date and that will be entered automatically into the field as the Start Time s beginning date E B DPAutu Edit Task apaging E x Name mmo Created 08 24 2004 D8 37 18AM Description AP Aging Repo Last Modified Enabled v Last Executed Triager Type Schedule Acton Type Script Schedule Details Shark Time 03 01 2006 12 00 AM Imme
15. Provides three management services Started Automatic Local Sy 2 mc senos Sa DHCP Client Manages network confiquration by regi Started Automatic Local Sy Sa Distributed Link Tracking Client Maintains links between NTFS files withi Started Automatic Local Sy Distributed Transaction Coordi Coordinates transactions that span mul Manual Network DNS Client Resolves and caches Domain Name Sys Started Automatic Network n DPAuto Runs DPAuto exe as a Windows service Automatic S S Error Reporting Service Allows error reporting For services and Started Automatic Local Sy Si Event Log Enables event log messages issued by Started Automatic Local Sy Fast User Switching Compatibility Provides management For applications E Manual Local Sy Bo Help and Support Enables Help and Support Center to ru Started Automatic Local Sy S Human Interface Device Access Enables generic input access to Human Disabled Local Sy By IMAPI CD Burning COM Service Manages CD recording using Image Ma Manual Local Sy Bs Indexing Service Indexes contents and properties of file Manual Local Sy Bs Internet Connection Firewall Provides network address translation Manual Local Sy Sy iPodsrv iPod service Started Automatic Local Sy By IPSEC Services Manages IP security policy and starts t Started Automatic Local Sy S Logical Disk Manager Detects and monitors new hard disk dri Started Automatic Local Sy Sa Logical Disk Manager Admini
16. Setup 4 Click OK to complete the installation You are now ready to install DP AUTO As shown previously you will be returned to where you had two applications to choose from INSTALL DP AUTO The next step is to install DP AUTO onto your workstation From the DP AUTO installation CD ROM the following screen displays File Edit view Favorites Tools Help Fark z gt d Search Folders my X ie EER dutnetTx exe IExpress Setup Microsoft 1 Double click on the DPAutoSetup exe option The following screen displays Chapter 2 DP AUTO Service Page 2 3 DP AUTO User Manual 2 iz Auto InstallShield Wizard Welcome to the InstallShield Wizard for Auto The Install5hieldtR Wizard will allow you to modify repair or remove Guta To continue click Next iz DP Auto InstallShield Wizard License Agreement Please read the Following license agreement carefully INFINITY POWER amp INFINITY COMMERCE REGISTRATION FORM LICENSE AGREEMENT This is a contract Carefully read all terms and conditions of this agreement prior to receiving any Registakon File for the software producis Ey accepting the Registration File you acknowledge that you have read and understood this agreement and agree to be bound by ils terms and conditions If you do not agree to the terms of this agreement return the products acludng writen materials and binders or other contai
17. Spooler Stop Sa Protected Storag Pause si QoS 5 Resume Sa Remote Access Restart amp Remote ACCESS C S Remote Desktop All Tasks E SE Remote Procedur Refresh Sa Remote Frocedur Sb Remote Registry Properties Rp Removable ui Help 4 k Extended A Standard Start service POWER Server an Local Computer Page 3 10 DP AUTO Service Chapter 3 DP AUTO User Manual o 0 0 A Fe 0 0 AN 2 9 Contisute 2OW ERSE ver ODLDOHS oi a aa a a a R A b 3 6 DP Auto l l aa CK 2 3 m0 aA E c m zo ba n OE CO 3 1 iSt ii o 0 ii o DR 2 1 INTRODUETIO NN gt eR 1 1 A RN 2 8 15 00 AAA O b s unu b y bb LER LE E 2 1 150 b D b c SD S oli 2 90 Bu i o b 2 9 07 o 0 6000 Dib b b ORT MR EE 3 9 PovverServer il o O r 3 9 POWER ere an i a a ba a sam air 3 8 ROW ERR EYE Du a a Dn 3 6 SE o o b n bs D m b 3 8 Setup POWER ee b l d bl 3 8 Setup POYVERServeras a WIN92 Service on the Server aa et a e a n a a m 3 8 SETUP POVVERSERVER AS A WIN32 SERVICE ON THE SERVER 3 8 s bos os s 3 9 Powerserver TOK PM St Lite b 3 9 1001050 1010 a O o EM S D b 2 10 Index Page I 1
18. User Manual NEW SCREEN apaging Aging Report No Schedule Script 0824 2004 D8 37 185M appayables AP Payables Repot Mo Schedule Script 0824 2004 D8 38 1 35M araging AH Aging Report No Schedule Script 0824 2004 D8 40 21 5M arcalcaq Calculate Aging No Schedule Script 8 24 2004 06 39 304M arcallecti Collections Rep No Schedule Script 0824 2004 08 45 354M glbalance GL Balance Sheet No Schedule Script 0824 2004 06 45 0 4 gincame Income Statem Mo Schedule Script 0624 2004 D8 33 50AM IM Reorder Report No Schedule Script 0824 2004 D8 41 4 75M praccrual Accrual Report No Schedule Script 031272005 11 30 225M Hew Edit Clear Log Bun Remove Close Rename 36 lt Click gt on the Clear Log button only if you want to delete the current details being stored in the DPAUTO LOG file which is tracking all of the events generated by each script defined This was discussed earlier and is separate from each individual script s log file which store more detail with a daily dated log file For disk storage purposes this file may be cleared periodically using this option 37 To Close this active window from your PC screen you lt click gt on the Close button This does not mean that DP AUTO has been closed completely It is still running on your taskbar To close DP AUTO completely lt click gt on File Exit 38 You must make sure that there is only
19. in the DP Auto configuration for the apaging script Accounts Payable Aging Report Fage of 1 Jane Doe From johndoeiedpra com Sent Wednesday March 15 2006 9 04 Ta jo hnd oe 28d pro com janedoe d pro com Subject Account Payable Aging Report Accounts Payable kan Report Vendor Hama Current Due 1 7 Days 8 140ays Over 14 Days Other Total american American Express 24 836 00 qu 00 40 00 40 00 5 200 n 451 36 DU Bonn Bowers Roofing Supplies 0 00 10 985 78 0 00 Pe 311 94 Tun 13 787 72 CFS Clark Financial Services LLC 0 00 36 000 n 40 00 40 00 y 00 6 200 00 Phil Connor 0 00 qu 10 265 11 2 250 40 40 nu 3 115 51 FLO Florida Lumber he 250 00 q 000 00 255 00 500 00 1 500 00 515 00 GEM Gereral Telphone Company 1 200 00 500 00 40 00 p423 58 333 25 3 057 43 HC HB North Carolina Mational Bank 13 590 22 Fe 030 59 2 431 27 400 58 1 575 00 25 227 76 Power Insurance Companyot FL 11 561 42 36 125 nn F 397 36 4537 36 259 nn 20 870 24 Pitts AC Repair 0 00 T 00 350 46 0 00 2 155 36 3 06 41 Postmaster U S Postmaster 940 00 0 00 500 00 665 66 0 00 1 805 G6 S55 45 Sub Contractors 500 00 F225 00 0 00 13 047 00 1 316 00 22 88 10 501 Scotty s Building Supplies 140 00 FOOD P29 206 92 qa 306 19 4 231 00 35 884 11 SHEL Shell Semice Station 1 000 00 q z 576 00 285 55 950 00 Fl O19 82 qod 841 37 5 1 Suncoast Concrete Supplies To 996 23
20. in the DP Auto configuration for the arcollections script Accounts Recervable Collections Report 2 Days Jane Doe From johndoeiedpra com Sent Wednesday March 15 2006 9 06 Ta jo hndaeigidpro com jane doe edpro com Subject Account Receivable Collections Report gz D ays Accounts Receivable Collectiore Report 2 Days ALLE1 Allene Hardware Shope Inc Fage l of 2 A mont TEL 1447 Total 2 Days Past Due 1 3r AY Rizzo 407 454 1285 Date Iri ace amp Type Diesen pti on Due Date 07 2306 60340 1 Irrunice D3 3 06 02 25 06 00346 1 mcice 0313 06 Customer gina Cur het 31 60 Day 61 90 Day 31 120 mm Over 120 Total 12 918 88 a 66547 1 33 53 508 35 20 100 33 BOCA Boca Ciega Cub mont q 22 Total 2 Days Past Due 63 22 Fark Jonreon 954 564 4665 Date Irwaice F Type Description Que Date 02 2206 69330 1 mcica O31 306 Customer Aging Cur Ret 31 60 Day 61 30 Day 91 120 Day Over 120 62551 2084 0 00 0 00 450 40 3115 2006 Chapter 1 f422 27 Introduction Page 1 7 DP AUTO User Manual glbalance The General Ledger Balance sheet runs in the following modes by changing the configuration for the DP Auto elbalance script Page 1 8 Normal Budget Comparative Comparative Year to Year Comparative Month Year Six Period Trend Balance Sheet Normal Jane Doe From jahndoem dpro com Sent Wednesday March 15 2006 9 07 Al To johndaeidpr a com jane
21. parse them into a format that could be used by the POWERServer to submit to the Sales Order Entry module in real time to automate the Order Entry process Additionally a packing list could be generated to the appropriate printer in the correct warehouse with confirming e mails to the right managers knowing when each order was received so that they could stay on top of things This is a good example of the kind of automation DP AUTO can bring to companies of all sizes Order Entry clerks cannot compete with this kind of efficiency at any level while the system is working around the clock without fail once all of the scripts have been optimized A more traditional script will use the second choice which will be to schedule a specific time or range of time to perform a specific task The following screens outline the variety of choices available to users in defining the scheduling of events to occur in their systems Remember each script can be unique and run on its own schedule Some scripts may even be part of a sequence and therefore should be factored to run ahead of other scripts as part of the event sequence Timing then should be factored when setting up these schedules For instance if you are going to use the Accounts Receivable Aging Report script then you would probably also want to use the Calculate Customer Aging script as well so that when the Aging Report is run all of the open items have been placed in their most current buckets If
22. program and simply configure it to your Infinity POWER accounting software applications The user manual is available here in a PDF format for you to review and print Fight trigger events are included at no charge so that you may get an idea of the kinds of things that may be done with this type of utility However they just represent the beginning of what is possible Chapter 1 Introduction Page 1 1 DP AUTO User Manual SAMPLE SCRIPTS DP Auto includes several event triggering scripts This section describes each script and provides a sample of each output Script 577 5 Z uuu araging AR Aging Report Mo X Schedule Script 08 24 2004 08 40 21 arcalcaq AH Calculate Aging X Schedule Script 8 724 2004 08 33 3014 M arcollect AR Collections Rep Ma Schedule Script 0624 2004 08 46 354M calendar Calendar Alerts X Schedule Script 03232006 11 42104 calendar Calendar worksheet Schedule Script 03 23 2006 11 47 53 amp M glbalance GL Balance Sheet X Schedule Script 8 24 2004 08 43 08M gincome GL Income Statem Ma Schedule Script 08242004 08 43 505M imreorder 14 Reorder Report Mo X Schedule Script 08242004 08 41 475M 4 Hew E dit Run Remove Rename Clear Log Cloze Page 1 2 Introduction Chapter 1 DP AUTO User Manual apaging The Accounts Payable Aging report calculate the vendor aging based on the current date and the number of days the criteria is set
23. 10 500 00 0 00 0 00 1 041 08 P20 537 31 1 Tampa Hectrical Supplies 0 00 50 150 05 0 00 1984 27 26406 462418 38 Tampa Hectrical Co Pr 520 55 2 530 80 4507 r 540 25 308 00 15 207 30 UHT United Supply Company 320 00 1 815 74 250 00 Fe 784 22 T 00 5 169 96 WATER Tampa Water amp Sewage Co 1 200 00 40 10 40 00 40 00 511 96 1 821 96 WORK Work Place 19 400 00 152 45 500 00 4 935 40 388 00 P5476 85 3115 2006 Chapter 1 Introduction Page 1 3 DP AUTO User Manual appayables The Accounts Payable Payables Due report selects invoices due based on the number of days set up in the configuration for the DP Auto appayables script AP Payables Due Jane Doe From johndoe dpro com Sent Wednesday March 15 2006 9 04 Ta je hndaeigidpro com jane do eitedpr o cam Subject AP Payables Due Payables Que american Express 954 515 6168 Date huoice Type Desen ption 01701 06 44449999 1 PO 8 100151 0107 06 235799 1 PO 100150 0131 06 2225 1 nuniza 02 00 06 554668 1 Iniice BOW Bowers Roofing Supplies Tam Hill 813 247 8841 Date reoice Type Descr ption O21 06 51221 1 Iniaice CFS Hark Anancial Services LLC Bob Clark 813 585 7166 Date Imoice amp Type Desen ption 0215 06 9005004 1 This iz Addtl Desc 3115 2006 Page 1 4 Introduction Fage of 7 Que Date A meurit 0215 06 40 00 01 31 06 15 236 00 00 00 3 00 00 Check Tot
24. 5 00 3115 2006 Page 1 10 Introduction Chapter 1 DP AUTO User Manual praccrual The Payroll Personal Time Accrual Report calculates an employee s vacation and sick pay based on the number of years employed personal time type and minimum employment days There are separate calculations for salaried and hourly employees set up in the DP Auto configuration for the praccrual script Payroll Personal Tim Acc rual Re port Fage of 1 Jane Doe From johndoeiedpro com Sent Wednesday March 15 2006 9 08 Ta jo hndaeigidpro com jan edo sidr o com Subject Payroll Personal Time Accrual Report Pavroll Par oral Time Accrual Report Em plo ee amp Em posea Mama Start Cate Hour Type mun Subs POTETE Ts 0 106 Conr ie E Ciare tE iur gu H 2700 m 34 00 11 104 Eliot FEAR ra m H 3um Em inm FRA 02 Frank lh Abe tT mln m H z m m mun FRHIDS Jack Friedman 173 5 1500 m 22m GOR IIT Gordos Jm 05 m H z m em mun HAR ID 1 Harris Sasa yn 113 5 13 00 Em 24 00 MAG 105 BI Maq ie uim 113 5 sam em mun RO UA Rowse Sta pure 113 H enm m et m WRI inriqit Fon m H z m m 34 00 Tobin 245 0 sam ar m 345 2006 Chapter 1 Introduction Page 1 11 DP AUTO User Manual calendaralerts The Calendar Alerts report generates an email alert to remind you of a scheduled event in the DP DashBoard Event Calendar Calendar Alert Marketing Meeting Description Marketing Meeting Type Private Event Date 04 20 06
25. Administrator module instead of the Standard Security system The POWERServer module must have the Advanced Security version implemented to operate correctly Both version of the security system come as a standard feature with the System Administrator modules therefore there is no additional software that must be purchased It is just a matter of making sure which variation is deployed Page 2 10 DP AUTO Service Chapter 2 DP AUTO User Manual If you are not sure just run the WINSTALL utility again from the Start Programs Data Pro menu and it will go through the installation routine again without prompting you to reload your software programs The second screen to appear in this utility is the following screen Infinity POWER Installation Utility eL Step 1 Confiquring Security System This next step allows you to configure the Security System Click Nest to continue with this step of the installation process Back to return to the previous step or Exit to exit this utility 2 Click the Next button and you will see the following screen where you can define which version of the security system you should be running Security System Configuration m zi Use this screen to configure the security system Standard security provides basic though minimal security protection Advanced security provides comprehensive security protection With both types of security the master user id iz sysadm MOTE The security s
26. Department Marketing Start End Time 09 004 10 004 Category Meeting User ID diana Event Status Open Comments Mandatory Marketing meeting to discuss upcoming projects All Marketing personnel must attend Attendees Resources Conference Customer Vendor Go To Calendar calendarworksheet The Calendar Worsheet report generates an email alert with a list of tasks as entered in the My Worksheet option in DP DashBoard M Calendar Worksheet Message HTML 8 xj Reply U Reply to All ES Forward Y Bald ve 3 X 9 gt A eB File Edit View Insert Format Tools Actions Help From web yourcompany com Sent Wed 4 19 2006 5 00 AM Subject Calendar Worksheet Calendar Worksheet for Jane Doe Wednesday April 19 2006 Thursday April 20 2006 new Feature list Regenerate chms and htms High 03 22 06 Friday April 21 2005 0 i Saturday April 22 2006 for conversion utility High 03 06 06 Sunday April 23 2006 RAM SIE document to template and convert to online help High 03 01 06 Monday April 24 2006 New version Newsletter 5 Tuesday April 25 2006 Work w graphics dept on formatting editing layout of newsletter for new Normal 03 24 06 version release Coordinate Training Requests Normal Follow up on training requests daily as needed Printing Masters uploads Upload current documents to internal site Need to do Prod Lit kits etc No
27. ONE DP AUTO process running at a time Therefore if you are done editing your scripts and testing them then you should use the File Exit method to close the DP AUTO program or you can lt click gt on the icon on your taskbar and right lt click gt to exit the program Either method will ensure that the application 1s not running Page 2 26 DP AUTO Service Chapter 2 DP AUTO User Manual CHAPTER 3 DP AUTO SERVICE The best way to run DP AUTO on a daily basis is to set the program up as a Win32 Service This way it is running quietly in the background all of the time without required intervention from any user As a Windows Service even if the PC it is residing on is shutdown or rebooted for any reason the system will automatically restart each time without any user intervention After you have set up your script s tested them and are ready to operate your scripts on a regular basis make sure to exit the DP AUTO program by using the File Exit method as described previously Next get to a command prompt by entering Start Run CMD The following window displays where you can enter a command line statement You will change directories to the Program Files Data Pro DPAUTO directory If you installed your program applications elsewhere Data Pro may be replaced by the other location Microsoft Windows AP Uerzsion 5 1 2600 02 Copyright 19785 2081 Microsoft Corp C2 WINDOWS gt cd Circa program files CiAProgram Files gt cd data p
28. al 24 335 00 Due Late mount O31 606 1534 27 Check Total Due Date a mount 0317 06 5 000 00 Chapter 1 araging DP AUTO User Manual The Accounts Receivable Aging Report prints aging by due date based on aging categories set up in the Accounts Receivable Master Configuration Accounts Recervable Aging Report Jane From Sent To Doe johind oe Gd pro com Wednesday March 15 2006 9 05 jo hndaeigidpro com jane doe edpro com Subject Account Recetable Aging Report 15430 Chapter 1 Customer Marne ALLEI Allens Hardware Shops hc BOCA Boca Ciega Club BUCS Buccaneer Facilites HAR C1 Fred Hart H lhd Et Home Depot Inc 1 Joanne Gonzalez JOM Sonia Jones Interior Design MATH Natonal Auto Parts Ruw CH Relief Word Children s Home SAMPGRILL Sampsons Grilling Systems 510151 Tony Swiss Construction 51 Ted s Sheds Inc UM PA University of Tampa USF 1 University of South Florida AX CASH Cash Sale Thank You Totals 06 Accounts Receivable Aging Report Cur het 18 918 88 3523 51 3 461 20 0 00 2 604 48 0 00 79 89 24 739 14 0 00 2 353 97 24292 59 0 00 340 558 45 2 404 56 F116 450 00 212 400 93 31 60 Day qar 665 17 400 54 33 976 19 200 00 3 500 00 125 04 40 00 TT101 143 42 0 00 40 00 40 00 0 00 40 00 40 00 200 00 135 050 4 64 90 Day 29 T h gu 10 gu 10 40 00
29. at it has to match what is also defined in the POWERServer configuration and within the range of valid Port Numbers Enter this number and click to Save this line of information Or click on the Cancel button to exit this window with no changes EB Change Attribute Yalue E x PaortMumber Chapter 2 DP AUTO Service Page 2 21 DP AUTO User Manual 24 The next line allows you to define which company this script should be executed for Remember Infinity 2 POWER allows processing for up to 47 000 different company files Therefore this Company ID is used to define to the system which set of accounting records to utilize when executing the script Enter the three character alphanumeric ID number in this field for the company to be used for this particular script and lt click gt on Save Otherwise lt click gt on Cancel to exit with no changes Sl Change Attribute Value X L ompanulD BL caen The next section of items is all about notification capabilities from the DP AUTO system Managers owners employees and more can greatly benefit from this system by automatically being notified when an event takes place However the system has to know how to inform these users and this is where this information is configured The most common form of notification is through e mail Although reports and results can be generated to printers and other forms of output one of the majo
30. ce in writing Visual Basic scripts can utilize this system and work with management to generate new scripts for your system at any time depending on what you want to accomplish Using a script editor you may simply go to any of the directories automatically created by this installation to see the kinds of commands and formatting used to create these special scripts NOTE Each script should be maintained in its own subdirectory as shown on the previous screen This is where all of each script s log files are written to and maintained separately along with the individual content of each script If you are looking to copy a script the entire directory should be copied and an entirely new directory should be created along with the new script that is to be edited and renamed This way all of the resources and associated files that go with the script are maintained in a single sub directory for ease of management There is no limit to how many of these directories can be created or scripts can be executed For instance the Payroll Script which automatically accumulates Employee Personal Time hours such as Sick Time Personal Days Vacation Days and more is based on the time i e Years of Service an employee has worked It is not unusual though for virtually every firm to have a unique set of rules that would apply to their organization Although this standard script may cover many of the calculations for the firm this script may be copi
31. cess on each port number The default recommended number is 9500 The port number you specify here must also be specified exactly the same when installing the DP DashBoard system or a connection cannot be made on the same channel Chapter 3 DP AUTO Service Page 3 7 DP AUTO User Manual SETUP POWERSERVER AS A WIN32 SERVICE ON THE SERVER One of the servers or workstations on your network must now be chosen as the POWERServer server This is the server that runs the POWERServer process in the background listening for connection requests from the DP AUTO and then accessing the accounting system It is recommended that you choose the same network server that the accounting system is installed on If you are using a Novell server as your accounting server then you must choose a Windows XP Windows 2000 or Windows 2003 workstation as the system to configure the POWERServer module To Setup POWERServer 1 From the Accounting Server lt click gt the Start button and select the RUN menu option from your desktop The Run window displays Ro eee Type Ehe name of a program Folder document or zi Internet resource and Windows will open it Far you Open Cancel Browse Type cmd in the Open text box Click the OK button The Command Prompt window displays Change the directory to where the accounting system is installed i e cd c power The prompt changes to the accounting software directory 5
32. d minutes lt Click gt on Save and both the date time range plus the intervals have been saved Cancel will allow you to exit this option The following screen illustrates the range definition deployed for this script E F DPAuto Edit Task apaging Name apaging Created 18 24 2004 06 37 184M Descriptions AP Aging Report Last Modified Enabled Iv Last Executed Trigger Type Schedule Action Type Script Schedule Details 2 Script Details Script File Je program filesdata provdpautolapaq na apaq r n Browse Configure Cancel The next major screen on the following page illustrates the usage of the Schedule Details option using the Week in Days option As you see on this screen when this item is selected all seven days of the week appear to allow the user to define specific days of the week to define a script to run on The user may only want to run a script on Sundays Or they may want Tuesdays and Thursdays only Any variety of days is possible regardless of dates using this feature In addition the user may continue to define the intervals and time ranges within the same Days of the Week as were defined in the Daily feature earlier 10 lt Click gt either the New or Edit button to schedule the specific times and or intervals Use the Delete button to remove any existing times and start over E B DPAuto Mew Time Range Start Time 4 10 AM End Time 0 20 AM
33. diate Script Details End Time Mach 2006 P Forever Script File Sun Mon Tue Wed Thu z Nprogram file data pradpauta apagina apaging Browse 26 27 25 dip 2 b B a Configure 12 13 14 15 16 19 30 231 22 23 26 27 28 28 30 Z 4 5 E Today 4 1 2005 Cancel Chapter 2 DP AUTO Service Page 2 13 DP AUTO User Manual 5 Next lt click gt into either the Hour Minute or AM fields to make adjustments Once you highlight any of these three fields you can either enter a valid entry to change them or use the up or down arrows to change them until they change to the desired result This combination plus the date will be your exact starting time of the script 6 The same procedure would then be followed to enter the End Time of the script Again this could be a couple of days or 19 weeks Whatever is the requirement is what is entered here Only the fact that it 1s not a continuous period of time is why this definition is used A good example of standard scripting schedules would appear on the next screen You would lt click gt on the Immediate and Forever boxes under the Schedule Details section to tell the system to begin running the script immediately and continue forever until you tell it to stop 7 Next you would select one of the three choices on the left Daily Week Days Month Days In this example Daily means you want to run the script every day By selecting the Edit button we then defined that
34. ds a company s capabilities in many exciting new ways This new technology allows firms of all sizes and shapes to better manage their business from a more pro active point of view Unlike a simple macro program DP AUTO has the capabilities to integrate seamlessly with all of your Data Pro Infinity POWER applications in a smart fashion once the utility has had the ability to analyze information and perform the steps you ve directed it to take It works in the background on any timetable you establish and therefore becomes one of the most reliable tools any firm can deploy DP AUTO is built using Microsoft s NET architecture and therefore requires that the NET Framework be setup on any Windows PC that intends to utilize this advanced capability Although this is a free utility from Microsoft that may be downloaded currently from their web site Data Pro has also included the required framework software on our CD ROM for customer convenience This technology is unique in that it allows management to become aggressive in seeking data from its accounting system instead of passively allowing the system to accumulate information that waits for someone to review the correct report s and take a pro active action on behalf of the company Consultants can work hand in hand with management to define the guidelines and rules by which the unique scripts should data mine the accounting system in search for the desired information and direc
35. ed and modified in dozens of ways so that there are actually several different scripts running at once These variations would allow Management to take into account the firm s unique Payroll policies Once the script has been configured and the schedule defined this utility will continue to be run in the background automatically over time No additional intervention by Payroll staff or Management is required This script also allows users to define a minimum number of days of employment before an employee is eligible for various accruals vesting Once this initial period is achieved users can then define the number of hours to accumulate each time the script is run for hourly and salary employees The number of hours to accumulate is specified based on the employee s years of service for up to 25 years The frequency of when the script is run is also defined by the user weekly bi weekly monthly quarterly etc Because DP AUTO offers the capabilities of automatic background processing firms can feel more secure that the process will work consistently on an on going basis once management approves the rules unique to their specific business needs 13 During the browse function of selecting a script the system will display a listing of the available directories located under the DPAUTO directory similar to the following screen Choose the directory for the script you want to install as shown Page 2 18 DP AUTO Service Chapter 2 DP AUTO Use
36. erver application or your accounting data resides on a network server which require a specific path or security rights to be defined you must change the Log On to be a valid network user and password lt Right click gt on the POWERServer service and select the Properties option lt Click gt the Log On tab and enter the network account user name and password 3 Scroll down to the POWERServer service right click and then select the Start menu option The POWERServer utility starts and returns to the Computer Management window Chapter 3 DP AUTO Service Page 3 9 DP AUTO User Manual File gt Window Help lm ler BS a ki Computer Management Local Er System Tools Action View m n Event Viewer fb Shared Folders EH Local Users and Groups A Performance Logs and Alerts POWERServer Start the service Device Manager E ma Services and Applications Services WMI Control 1 88 Indexing Service a Internet Information Service LT Computer Management Description Storage 3 Runs powerd exe as a Windows service H Removable Storage be Disk Defragmenter 28 Disk Management R x Mame Description a LM Security Sup Provides s S Performance Logs a Collects pe amp amp Plug and Play Enables a c amp amp Portable Media Seri Retrieves E siz 1 P Ww E R 5 erver amp Print
37. for other variations Once a new script is developed either internally by your own staff or by a third party i e Data Pro Accounting Software or your Data Pro Dealer you may use the New button to add the script to your existing configuration When you click on New the following screen displays E F DPAuto New Task X Mame Description Enabled Trigger Type DirMan Action Type Script m Directory Monitoring Details Script Details Directory EIU Script File 81J Browse File Chapter 2 DP AUTO Service Page 2 9 DP AUTO User Manual To Add a New Task From the New Task window enter an alphanumeric ID in the Name text box and a description of what the event does for easy reference in the Description text box dig Description Enabled Trigger Type Schedule Action Type Script lt Click gt on the Enabled text box when you are ready for the event to start to be triggered The Edit task screens displays when the Edit button is used and will further allow us to better describe all of the options that appear for each Event Trigger There is great flexibility available to the user in how to deploy each event trigger and therefore serious consideration should be given to each script when it is being developed to the possible timeframes and timelines that can be used Under the Edit Task we will review one of the sample scripts that is curren
38. formance Logs and Alerts E the Bs Application Management Provides software installation services Manual Local Sy 2 Device Manager estart the service Ba ASP NET State Service Provides support For out of process se Manual Network y Storage Ba Automatic Updates Enables the download and installation o Started Automatic Local Sy Removable Storage Description Ba Background Intelligent Transf Uses idle network bandwidth to transfe Manual Local Sy Disk Defragmenter Runs DP uto exe as a Windows service EN CBWHost Started Automatic Local Sy Disk Management a CenLPD Disabled Local Sy a Services and Applications Bs ClipBook Enables ClipBook Viewer to store inform Manual Local Sy g Microsoft SQL Servers By COM Event System Supports System Event Notification Ser Started Manual Local Sy En LOCOSBIACT Windows By COM System Application Manages the configuration and trackin Manual Local Sy services a Computer Browser Maintains an updated list of computers Started Automatic Local Sy 7 Control Ba Cryptographic Services Provides three management services Started Automatic Local Sy B mc senos Sa DHCP Client Manages network confiquration by regi Started Automatic Local Sy Sa Distributed Link Tracking Client Maintains links between NTFS files withi Started Automatic Local Sy Distributed Transaction Coordi Coordinates transactions that span mul Manual Network SB DNS Client Res
39. hem cleanly and prevent your filter programs from classifying them as junk mail Enter the appropriate e mail address and click on Save or Cancel to exit without making any changes Chapter 2 DP AUTO Service Page 2 23 DP AUTO User Manual FE Change Attribute Value X EmailFram famindspring carn caes 30 The last line will vary from script to script and could possibly not exist on certain scripts This is a Criteria statement that will be passed along through the POWERServer module to the accounting system so that when it performs the specific task it knows what answers to provide the given report to use in the printing of that specific report In this example we are asking the system to print an Accounts Payable Aging report There are two choices when running this report normally that the user would have to select from 7 or 30 days Depending on what you want the system to do while executing this particular script you enter the Criteria in a set order If there are multiple questions that must be answered normally during the printing of a report then multiple criteria statements will be defined here and must be inserted in the order in which they are prompted on the screen by a normal user interaction The following screen illustrates the Accounts Payable screen where this criteria question is prompted Notice the bottom left side of the screen is prompting for whether the Aging Criteria should be set to
40. i 0 00 19 530 00 gu 10 Tun 47 5 h 40 10 30 623 DD 94 120 Day qu 00 0 h gu 00 T 00 0 nu gu 00 gu 00 0 nu qu 10 qu 00 0 nu qu 00 qu 00 qu 00 40 20 Over 120 P53 508 95 450 40 142 050 00 25 107 15 2 967 89 0 00 05 421 67 1442 248 28 1 023 58 41 40 145 263 67 Pr 153 85 T222 55334 42 020 87 q8 938 BB Fage of 1 Total 120 100 99 1492 27 172564 99 35 507 15 T3 263 41 124 04 354 200 55 310 561 90 1083 69 f2 312 57 217 146 26 77 153 85 203 745 79 40 445 15 08 511 34 1 564 342 43 Introduction Page 1 5 DP AUTO User Manual arcalcaging The Accounts Receivable Calculate Aging report calculates againg by due date for all customers based on the current date and aging categories set up in the Accounts Receivable Master Configuration Accounts Recervable Calculate Aging Fage l of 1 Jane Doe From jehndoeiedproa com Sent Wednesday March 15 2006 9 06 Ta johndaeigidpo com janedoe tdpro cam Subject Account Receivable Calculate Aging Accounts Receivable Calculate Aging Aging Date Cur Ret 31 60 Day 61 90 Day 31 120 Ray Over 120 Total 031506 212 400 93 133 050 64 37 60 39 40 00 4 059 829 87 554 342 43 2152006 Page 1 6 Introduction Chapter 1 arcollections DP AUTO User Manual The Accounts Receivable Collections report prints a daily report for any customer s invoices that have met the number of past due days set up
41. in daily intervals we want to run this script nightly at 1 00 am HE DPAuto Edit Task apaging b X Mame apaging Created 032422004 08 321 Description AP Aging Report Last Modified Enabled Iv Last Executed Trigger Type Schedule Action Type Script Schedule Details Script Details Script File c program filesdata pro dpauta sapaaingsapaging Browse Daily f day intervals Configure New Edit Delete We could however change this to run the script within a period of time in various intervals of time For instance if you look at the following screen you will see the selections that appear when the Range choice 1s made CE DPAuto New Time Range 1 Start Time 01 15 End Time 04 00AM m Page 2 14 DP AUTO Service Chapter 2 DP AUTO User Manual 8 Notice that you may define a beginning Start Time and End Time You may lt click gt into either the Hour Minute or AM fields to make adjustments Once you highlight any of these three fields you can either enter a valid entry to change them or use the up or down arrows to change them until they change to the desired result This combination plus the date will be your exact starting or ending time of the script 9 Just below you will define the interval periods for this script It can be seconds minutes or hours Therefore if you want it to run every five minutes select 5 an
42. n You may Cancel at any time The next screen will appear iz DP Auto InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation IF vau want bo review or change any of your installation settings click Back Click Cancel to exit the wizard Installshield Cancel Chapter 2 DP AUTO Service Page 2 5 DP AUTO User Manual 5 To begin the installation lt click gt on Install gt to continue lt click gt on Back to return to the previous screen You may Cancel at any time The program will now be installed on your system When completed the following screen will be displayed 2 DP Auto InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Auto Click Finish to exit Ehe wizard 7 Launch DP Auto E Cante 6 Click on the Finish button once the process is complete You may click to have the program launched automatically at this time or click on Finish to exit the installation program at this point Once it is fully installed you will be able to go to the Start Programs Data Pro program group or whatever name you used during installation to now find that DP AUTO has been added to the list of applications on the menu as shown on the following screen E DPuUpdate BE Dpwin EM Dpwin Menu Editor o Power ES SQL Conve
43. ners TO THE PLACE YOU OBTAINED THEM WITHIN 14 DAYS OF PURCHASE FOR A FITI REFTTNTI Wo PFEFT NT R WI T RF GIVEN ME RETURNS 4 accept the terms in the license agreement Ft C Ido not accept the terms in the license agreement InstallShield lt Back cancel Page 2 4 DP AUTO Service lt Click gt Next gt to continue with the installation process or Cancel to exit The following screen displays The License Agreement screen will appear You must click on the I accept the terms in the license agreement button to proceed or cancel the installation You may scroll through the agreement or lt click gt on the Print button to generate a printed version to a printer following screen will appear lt Click gt on Next gt to continue The Chapter 2 DP AUTO User Manual iz DP Auto InstallShield Wizard Destination Folder Click Mext to install to this Folder or click Change to install to a different Folder Install DP Auto ka C Program FilesiData ProiDP Auto Change Installshield Cancel 4 The installation program will automatically default to install the program into the C Program Files Data Pro DPAuto directory You may lt click gt on the Change button and choose to install it into another existing directory or create a new directory Once this is defined lt click gt on Next gt to continue lt click gt on Back to return to the previous scree
44. olves and caches Domain Name Sys Started Automatic Network Be DPAuto Runs DPAuto exe as a Windows service Started Automatic Local Sy a Error Reporting Service Allows error reporting For services and Started Automatic Local Sy Si Event Log Enables event log messages issued by Started Automatic Local Sy Fast User Switching Compatibility Provides management For applications E Manual Local Sy Bs Help and Support Enables Help and Support Center to ru Started Automatic Local Sy S Human Interface Device Access Enables generic input access to Human Disabled Local Sy By IMAPI CD Burning COM Service Manages CD recording using Image Ma Manual Local Sy Bs Indexing Service Indexes contents and properties of file Manual Local Sy Bs Internet Connection Firewall Provides network address translation Manual Local Sy BsiPadSrw iPod service Started Automatic Local Sy By IPSEC Services Manages IP security policy and starts t Started Automatic Local Sy S Logical Disk Manager Detects and monitors new hard disk dri Started Automatic Local Sy Sa Logical Disk Manager Administr Configures hard disk drives and volume Manual Local Sy Ba Machine Debug Manager Supports local and remote debugging f Started Automatic Local Sy Si McAfee SecurityCenter Updat Manual Local Sy a Barras care MeChiald 4 Bases eal Lar al Ci gt Extended 4 Standard 6 Since DP AUTO is a scripting
45. program all administrators have to watch out for applications that would prevent your scripts from being run successfully The main culprits would be virus scanning software applications like McAfee and Norton Anti Virus software As you can see on the following screen there is actually a switch in their software programs whereby you can choose to monitor scripts or not If this is turned on it is very likely you will have problems with DP AUTO You must turn this capability off E McAfee VirusScan Advanced ActiveShield Options McAfee SECURITY VirusScan 9 ActiyeShield E mail Scan ScriptStopper WormStopper ScriptStopper Specify if you want to monitor running scripts for worm activity patterns on vour computer Enable ScriptStopper recommended Chapter 3 DP AUTO Service Page 3 5 DP AUTO User Manual CONFIGURE POWERSERVER OPTIONS As mentioned throughout this manual DP AUTO is not going to work correctly if you do not have the POWERServer module configured correctly on the Infinity POWER accounting server Make sure to review this section to ensure that this is operating correctly before you attempt to execute your DP AUTO scripts To Configure POWERServer Options 1 From the Infinity POWER Security Administrator Main Menu options click the System menu option and select the System Administrator gt POWERServer Module sub menu option The Main Menu options update to reflect the POWERServer function
46. pt to run and when to run it must be defined where to find the script and configure it to the accounting server and the various users if necessary Chapter 2 l8 xi File Edit View Favorites Tools Help r Q v Y d Search li Folders a Y x i E Address la C Program Files Data Pro DPAuto Go c APAging 5 4PPayables O AR ging 4RCalcAging O AR Collections O Calendar lerts E CalendarWorksheet GLBalance O GLIncome O IMReorder PRAccrual RWwReport AppToService exe zi DPAuto Dflt M DPAuto exe IE DPAuto xml A DPAutoService exe 12 pPAutoService txt 80 KB 6 KB 172 KB 6 KB 40 KB 2 KB File Folder File Folder File Folder File Folder File Folder File Folder File Folder File Folder File Folder File Folder File Folder File Folder Application DFLT File Application XML Document Application Text Document Mame Sge Tyge Date Modified 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 5 2 2006 2 12 PM 8 30 2002 12 02 AM 3 23 2006 11 47 AM 3 14 2005 11 50 AM 3 23 2006 11 47 AM 6 15 2004 10 43 AM 6 15 2004 10 43 AM DP AUTO Service Page 2 17 DP AUTO User Manual 12 Remember each script is a Microsoft Visual Basic script that is being executed by DP AUTO Any user with experien
47. r Manual 2 Click Yes to continue the installation process Otherwise click the No button to exit the installation process The following screen displays ik Microsoft NET Framework 1 1 Setup E ial x m NI License Agreement 4 copy of thus license 15 available for printing at microsoft conifurlmk TL mkId 12285 m SUPPLEMENTAL END USER Microsoft LICENSE AGREEMENT FOR m MOCRASART SORT ARE izi have read understood and agree to the terms of the End User License Agreement and so signify by clicking agree and proceeding to use this product agree f donot agree Install Cancel 3 Click on the agree radio button to accept the Licensing Agreement from Microsoft then click the Continue button to continue with the installation process If you do not agree with their terms and conditions click the Cancel button to terminate the installation now If you agree and continue the following screen displays i Microsoft NET Framework 1 1 Setup E Saf x EH E Installing Components The following items are being installed an your computer M icrosoft NET Framework Files het Copying new Files File Sustem esroldll Directory Size 1335285 Time remaining seconds Page 2 2 DP AUTO Service Chapter 2 DP AUTO User Manual The system will copy all of the necessary files very quickly The final screen displays 2 Microsoft NET Framework 1 1
48. r Manual Select Script File x Look irr C3 DPauto do tr 4 z bu Recent Documents ARCalcAging P ARCollections GLBalance Desktop GLIncame IMPeorder PR Accrual Documents on Sr biy Computer Network File name lMReorder vbs Places Files of type Script Files vbe Cancel 2 14 lt Double click gt into the selected directory until the contents of the directory are displayed 15 Select the Visual Basic script file to be run as shown on the following screen Select Script File Look ir 3 IMReorder amp t My Recent Documents Dezkto p 77 Computer a Network File name M Reorder vbs Flaces Files of type Script Files vbe Cancel 2 16 lt Click gt on Open to select the desired script file It will insert the complete path and the file name into the Script File name in the Script Details section as shown on the following screen This means you now have the new script named described enabled scheduled and that all is left to do is to Configure the final components Chapter 2 DP AUTO Service Page 2 19 DP AUTO User Manual E F DPAuto Edit Task imreorder X Mame lmreorder Created 08 24 2004 06 41 474M Description lM Reorder Report Last Modified Enabled Last Executed Trigger Type Schedule Action Type Script Schedule Details
49. r benefits of the system is to dynamically communicate to managers and employees in an aggressive manner actions that should occur or information that they should be aware of This is why e mail is important It is far easier to be sent an e mail informing you that it is time to re order six inventory items than to print a 200 page report and try to perform this analysis yourself in a manual fashion Or it is far easier as a manager to know that your collections staff is getting an e mail every morning of all of the customers who are now past due on their account as of midnight each night and they should be called for quick follow up and reminding to pay their bills With all of their past due open items and a summary of the client s account along with their contact information and phone number in the e mail there is no excuse from the employee why they can t be doing their job in keeping collections up to date These are just a few of the kinds of management improvements that DP AUTO can bring to your firm In the first line under Notification the system will prompt you for SMTPServer This is asking for the actual name of the mail server your company is using to send and receive e mail This could be a server that is configured in house or a server that is used by an outside Internet Service Provider ISP such as Earthlink Mindspring or Verizon Check your current e mail configuration and setup to find this information if you are not sure It will
50. rmal 04 03 06 Go To Worksheet Page 1 12 Introduction Chapter 1 DP AUTO User Manual CHAPTER 2 INSTALLATION The first step to getting DP AUTO installed on your system is determining where you want the system to operate from Because DP AUTO is designed to communicate with the Infinity POWER accounting system utilizing the POWERServer TCP IP communication technology that comes standard with every System Administrator module Part 100 or 695 it can technically be run from any Windows Workstation or Server running Windows XP or 2003 Ideally DP AUTO will be setup as a Windows service running quietly in the background on the schedules you define for each trigger event We ll get more into how to set this up as a service shortly INSTALLMICROSOFT NET FRAMEWORK ON WORKSTATION First ensure that the workstation or server you are installing DP AUTO on has the Microsoft NET Framework software loaded on it When you explore the CD ROM and check for the applications you will find that there are two application programs that look like the following screen File Edib wiew Favorites Tools Help Back gt d 2 Search gt Folders X ie datnetFx exe IExpress Setup EI f DPautoSetup exe m Microsoft T 1 Double click on the dotnetfx exe utility from Microsoft The following screen displays Microsoft NET Framework 1 1 Setup Chapter 2 DP AUTO Service Page 2 1 DP AUTO Use
51. ro CisProgram Files Data Pro gt cd dpauto G N Program Files Data Pruo DPf utu dprautuseruice 1 At the Program Files Data Pro DPAuto directory type in dpautoservice install as shown in the previous screen and press ENTER to start the service You should be informed that the service has been installed as shown on the following screen Press any key to continue Then type exit to close this window Chapter 3 DP AUTO Service Page 3 1 DP AUTO User Manual cmd dpautoservice install Microsoft Windows Version 5 1 2600 62 Copyright 1985 2661 Microsoft Corp C WVINDOWS gt cd 2 program files Co Program Files c data pro CisProgram Files Data Protcd dpauto FilessData Pru DP utu s dpautuseruice install service has been installed Press any key to continue 2 Next you will go to your Windows Desktop and right lt click gt on My Computer Select Manage as shown on the following screen Open Explore Search Network Drive Disconnect Network Drive Create Shortcut Delete Rename Properties 3 Once the Computer Management screen appears make sure to open up the Services and Applications section so you have access to Services as shown on the following screen Page 3 2 DP AUTO Service Chapter 3 L Computer Management m File Window e 2 Computer Management Local H i System Tools Event Viewer Shared Folders x Local Users and G
52. roups Performance Logs and Alerts 5 Device Manager Storage Removable Storage Disk Defragmenter Disk Management He Services and Applications Microsoft SOL Servers Ser vices WI Control 43 Indexing Service Action view Help Services 2 Y Extended Select an item bo view its description DP AUTO User Manual Name Description Notifies sel Provides s Sila Alerter E Application Layer a Application Manage y ASP NET State Serv amp amp Automatic Updates Ey Background Intellig S CEWHost Sa CenLPD a ClipBook Sis COM Event System Say COM System Appl Sis Computer Browser Sis Cryptographic Servi As DHCP Client ab Du hee el ee b M Provides s Provides s Enables Eh Uses idle n Enables cli Supparts 5 Manages t Maintains a Provides th Manages n gt 4 Click at the top right of this window to maximize your screen so you can view all of the services currently running on your system If you scroll down you will find the DP AUTO service as shown on the following screen Notice in the upper left section that the system will prompt you to start this Service once you highlight it as shown Even though it is coded as automatic it must be started the first time or you must reboot your computer for this service to take effect Chapter 3 DP AUTO Service Page 3 3 DP AUTO User Manual
53. rowse Configure Script Details Cancel Notice as you scroll down to the bottom of this range that the last choice is last This means to use the last day in each month since months do not have a consistent number of days Therefore if you are writing a script to backup data or run reports on the last day of each month you could not use one of the other dates like 30 or 31 because it isn t consistent across months Using the last button makes it global across all months Page 2 16 DP AUTO Service Chapter 2 Mame Description E F DPAutu Edit Task apaging apaging Aging Report Enabled Trigger Stark Time Schedule 7 Schedule Details 01 01 2005 12 00 AM 01 01 2005 12 00 AM v Immediate W Forever D au last i month intervals Time Range DP AUTO User Manual 06 24 2004 08 37 185M Created Last Modified Last Executed Script Acton Type Script Details Script File Je program filesdata pradpauto apaaing apaging Browse Configure Cancel x The Action Type defined on the top right is Script At this point this is the only choice available although there will be future choices available in this section The next section allows the user to define the Script Details which are essential to having a script run correctly Now that you have defined which scri
54. rt BED install When you click on DP AUTO the application will load on your Task Bar icon as shown below a0 PM Page 2 6 DP AUTO Service Chapter 2 DP AUTO User Manual 7 By lt double clicking gt on the DP AUTO icon the following screen displays Notice that there are nine 9 default triggering events pre loaded that come with the system These triggering events are not enabled on purpose because they must be configured first before they will work properly on your system Many more triggering scripts may be added to your system at any time This is the power of this utility There is virtually no limit to the amount of activities you can define for this tool to operate in the background for your organization xl File Hare ent Tigger Type Acton Type Crested Morien apagng Aging Report 2 Schedule Script 5424 2004 WEE a e Ne m 5 hedde 08 24 2008 de 8 SAM araging AR Aging Report No Schedule Script 08242004 08 40 21AM arcalcaq Calculate Aging Schedule Script 0842004 08 38 305 M arcallect AF Collections Hep Schedule Script 08242004 8 46 355M calendar Calendar Alerte Ma Schedule Script 03232006 11 47 10AM calendar Calendar Worksheet Ma Schedule Script 03232006 11 47 534M glalance GL Balance Sheet Ma Schedule Script 06 24 2004 02 43 0 ql ncume GL Income Statem Ha Schedule Script 0842004 08 43 505 M imreorder M Fieorder
55. start with smtp such as is shown in the screen that follows Page 2 22 DP AUTO Service Chapter 2 26 21 28 29 DP AUTO User Manual HE Change Attribute Value l x SMT PServer smtp mindspring com TN After this information is entered click on Save or click on Cancel to exit this screen without saving any changes The next line defines who you want to send the result of this script to This can be a single individual a group or multiple individuals separated by a semi colon A group would be set up and defined within your e mail server so that multiple users can be sent information at once without having to identify them individually each time Enter the e mail addresses of the recipients of the results of the script which could be a simple report multiple pieces of data one line of information or more It could be a simple notification that the script has run successfully and nothing more Enter the e mail addresses into this field and click Save or Cancel to exit with no changes FE Change Attribute Value q x EmailT a bsmtih mindspring cori caca The next line defines the EmailFrom address which notifies the e mail recipients who these e mails are coming from This could be a server e mail address an administrator or the President of the company This way when you receive e mails into your inbox you have some idea who is sending them to you which allows you to define t
56. str Configures hard disk drives and volume Manual Local Sy Ba Machine Debug Manager Supports local and remote debugging f Started Automatic Local Sy Si McAfee SecurityCenter Updat Manual Local Sy da naz nE cara ha cki I 4 Bases eal Lar al oe My gt N Extended Standard 5 Once you click on the Start button the service will begin running quietly in the background and continue to run until stopped Remember YOU MUST STOP this service if you are going to make any edits or add any new scripts to the DP AUTO program If you were to go to Start Programs Data Pro DP AUTO and try to run this application while the service was already started the following warning displays on the screen Pragram alread running Therefore you would want to use the Stop function which automatically appears on the screen after you have started the service so that you may make any desired changes to your scripts test them and exit the program before starting the service again Page 3 4 DP AUTO Service Chapter 3 Computer Management DP AUTO User Manual m File Action View Window Help F amp x Eg 2212 15 omum Computer Management Local l System Tools Event Viewer R Shared Folders DPAuto Mame Description Status Startup Type Log On 2 Local Users and Groups l Bs Application Layer Gateway Se Provides support For 3rd party protocol Manual Local Se x Per
57. t the output to the right individual or group of staff to take action As an owner on the road traveling it might be convenient to receive your Balance Sheet and Income Statement nightly in your e mail box so you always know where your company stands Or get the daily inventory trending reports That is just the beginning We believe that once you learn how to engage this unique new utility it will be part of your business operations for years to come It will operate quietly in the background performing the specific tasks you define every day week or month just as you dictate It never calls in sick and can handle dozens of tasks at a time This could include the automatic calculation of your Aging Reports in Account Receivable or figuring out which customers just had open items that went into the past due column last night at midnight Better yet how about DP AUTO sending your collections manager an e mail with a complete list of those customers and the items that are past due so that they could be immediately called each day Intrigued You should be This is a utility that virtually every company should be using in their daily business operations It is actually simple to install and configure There are just two steps The first step is to make sure you have the Microsoft Net Framework software loaded on your computer As stated earlier we ve made that easy by including this free download on our CD The second step is to load the DP AUTO
58. t to add this script at this time HE pp Auto Edit Task imreorder x Mame mexde 0 Created 08 24 2004 08 41 478M Description ici Last Modified Enabled mi Last Executed Trigger Type Schedule Acton Type Script m Schedule Details Script Details Script File Jc program fles data prodpauto imreorder imreard Browse Configure New Edit Delete Cancel 33 The new script will be added to the menu system and you may lt click gt the Edit button to make any further changes to the schedule or configuration as necessary If you want to Rename this or any other script simply lt click gt on the Rename button and the system will allow you to rename the title of any script on the list 34 If you decide you no longer want the script on your list highlight the specific script with your mouse and lt click gt the Remove button Be careful with this option because once you lt click gt this option this script will be immediately deleted without any further prompts 35 If you want to test a script to verify it is working lt click gt on the Run button Your script may be set to run tonight at 1 00 am You may not want to wait until then to find out if it is working correctly or not Therefore you may lt click gt on the Run button at any time and it will immediately launch the script as if it were on its normal predefined schedule Chapter 2 DP AUTO Service Page 2 25 DP AUTO
59. tentionally left blank Page 1 TABLE OF CONTENTS Description Page CHAPTER 1 1 SAMPEE Y A O O E E 1 2 354710 m ER ET CP TE 1 3 abbas Ne Ga tata et m o bon 1 4 CI ee n o c c NE 1 5 dil ih n o c n 1 6 arcollec ui s r b b Di 1 7 slb lan za b a bala balal 1 8 ATC OM ya a ata 1 9 o lumu a ladan 1 10 aaa a q olla ada 1 11 alo oa babas loable Boso tenu d 1 12 Cend WOKS NCE uscito eben baa sola a l bd b serae Lats 1 12 CHAPTER 2INSTALLA Uc 2 1 INSTALLMICROSOFT NET FRAMEWORK ON YVVORKST A TTON 2 1 INSTALL DP AUTO 5i rtm ir sa 2 3 bo ma 2 6 lu P 2 0 UI T 0007020 7 0 0 0 aN 2 9 2 9 1100110107 Ke i bol bula 2 10 CHAPFPFER 5 DIP AUIO SERVICE i m 3 1 CONFIGURE POWERSERVER OPTIONS acne l l 3 6 To Contisure POWERS r Dona Da DD UY esas p ERR ra dae 3 6 SETUP POWERSERVER AS A WIN32 SERVICE ON THE SERVER 3 8 TO Dnduel aderire rc p em T 3 8 To Begin POWERServer for the First I Ime eo aet c bob E ete poke aydaa 3 0 INDE a s 1 Page 111 This page intentionally left blank Page iv DP AUTO User Manual CHAPTER 1 INTRODUCTION Data Pro Accounting Software s DP AUTO Event Triggering System is a powerful new technology that exten
60. that it has run every time as you have defined it to do If not you have the audit trail to prove when and why it hasn t for instance the POWERServer connection may have been lost and therefore the event trigger could not run The first log that is maintained is called DPAUTO LOG This is the master log file maintained in the DP AUTO main program directory It keeps track of all scripts that have been run each day with their time and date stamp on each script Therefore it is easy for an administrator to go to this log to verify what events have taken place on a single date in time by checking this log file The second set of log files are maintained in each script files set of directories Notice on the following screen how the date is placed first followed by the LOG extension for the script In this case the log files for running a Balance Sheet are shown in this script s respective directory im C Program FilesWata ProWPAuto GLBalance Sele File Edit View Favorites Tools Help ar Back 7 d 7 Search le Folders Address Ca C Program FileziBaba ProlDP4utoGLBalance Hame Type Date Modified je 08 18 04 log EditPad Document af16 2004 10 10 8 08 19 04 log a 08 20 04 l0g l 08 21 04 l0g l 08 22 04 log l 08 23 04 log 08 24 04 log 8 08 25 04 log EditPad Document EditPad Dacument EditPad Dacument EditPad Document EditPad Dacument EditPad Dacument EditPad Dacument 8 19 2004 9 49 AM 8 20 2004 9
61. tion when each script is Last Modified as well as Last Executed Page 2 8 DP AUTO Service Chapter 2 DP AUTO User Manual Pause The next option down on this list of choices is the ability to Pause a script while it is running Regardless of what action the script is performing to temporarily halt its execution click on the Pause button The result is that the next time you click on the File option you will notice that it now says you can Resume the script by lt clicking gt in the same place It is a toggle function to allow you to stop start scripts as necessary Close The Close selection allows you to literally close the DP AUTO windows from being active on your screen This has the same effect as clicking on the Close button located at the bottom right of the screen To open this screen again simply double lt click gt on the DP AUTO icon on the toolbar and the main screen displays again The Close option is different from the Exit option in that the Exit option literally shuts down the DP AUTO program from the toolbar and the Close selection shuts down the open window New By clicking on the New button DP AUTO will allow you to setup a new Event to be triggered Again the default software program comes with several trigger events for users to utilize and use for their own operations as well as use as a guideline in developing their own scripts
62. tly being shipped with the product which allows the company to print its current Accounts Payable report to a specific user or group of users each night to their e mail account s for daily review and aged in seven day increments HE DPAuto Edit Task apaging ET Mame Japaging Created 06 44 2004 8 37 18AM Last Modified Last Executed Script Details Script File Je program files data prasdpautasapagingsapaging Browse Configure Notice the name is simply apaging The description is AP Aging Report However it is not enabled by default Why Because when Data Pro ships the DP AUTO product we don t know what company number you have established for your firm 100 RYT 302 etc what is your IP Address what your e mail address is and more That is part of the necessary configuration that must be done before the scripts can be run successfully each night Further we also do not know if you have ever setup the POWERServer module We know you have the technology because if you are running any Infinity POWER accounting module such as Accounts Payable you have to have the System Administrator module If that is the case you have the POWERServer module But you may never have set it up before NOTE The SBS version of System Administrator Part 692 does not include the POWERServer or Advanced Security modules Plus you must have implemented the Advanced Security system in the System
63. you have an Aging Report that is normally 400 pages long then you would want to provide enough time first for the Calculate Aging option to run first before triggering the second event Print Aging Report to run It doesn t do you any good to run the second triggered event if the first event is still in process when the second one kicks in The following screen shows the selection of the Sehedule Trigger Type E F DPAuto Edit Task apaging Mame Japaging Created 18 24 2004 8 37 185 Description AP Aging Report Last Modified Enabled Last Executed Trigger Type Schedule id Action Type Script M X Script Details Script File Je program files data prasdpautasapagingsapaging Browse Daily i E day intervals Configure Time C Range New E dit Delete 3 Page 2 12 DP AUTO Service Chapter 2 DP AUTO User Manual On the following screen notice that in the box called Schedule Details that the check boxes for Immediate and Forever and clicked OFF 3 These check boxes MUST be turned off to define a date range of starting and ending times for a specific script This means that you do not want this script to run on a continuous basis but only for a fixed amount of time i e two days three weeks six months etc EIBIpPAuto Edit Task apaging i x Name apang Created 08 24 2004 08 37 185M Description Aging Repot
64. ystem ls already configured Security Type Standard Security Options Security Password 5r SADIM iw Auta amp dd Mew User New Password Re type Password e Password Prompt Advanced Clear Old Password Security Override Directory Directory Change Chapter 2 DP AUTO Service Page 2 11 DP AUTO User Manual Refer to the Windows Character based Installation Guide for complete instructions on how to configure the Advanced Security options in this utility It is located in your Product Kit or on the Infinity POWER CD ROM under Documentation Returning back to the AP Aging Report Event Trigger notice on the next screen under Trigger Type that the system is looking for a type of schedule There are two choices in the pull down list box for this field The first selection is DirMon which stands for Directory Monitoring and Schedule The first selection DirMon is for those scripts designed to poll a specific directory in search of data that may arrive on a periodic basis and then perform a task on that data This would be ideal for applications such as scripts used to receive EDI sales orders Therefore if a company were receiving EDI sales orders from large customers those orders could be automatically downloaded into a directory and a script running from within DP AUTO could be set to a specific timer i e every 10 minutes to search to see if any new orders had arrived and if so

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