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1. 15 Prod Cats 16 Date Last Purch 17 1099 ID 18 Send 1099 19 Paid YTD 20 Balance When the Table has focus the Up and Down ar row keys and the Page Up and Page Down keys will highlight different records shown in the Data Summary Table When a row in the Table is highlighted keying ENTER will load the data for that record and dis play it in the Text Boxes Alternatively you can double click a row with the mouse MODIFY ANY FIELD After the record you wish to view or modify has been selected from the Data Summary Table its information will be displayed in the Text Boxes To modify a field key the Reference Number and that field will receive focus When it has focus it turns RED Also as shown here the button labeled 88 Save This will turn RED as an alert that your changes WILL NOT BE SAVED until you click that button When a change is made to any field the button labeled 88 Save This will turn RED Changes will not be permanently saved unless you Click that button or key in 88 Every field has VALIDATION checks So if you whom you may pay money Business are your normal suppliers affiliates and sub contractors People are employees who submit expense reports or sales agents who are paid commissions Government agencies are the federal and LABMNC1 PAL ab M Inc Phila office P Lab for businesses people and government agencies to
2. en desired program is highlighted key ENTER you will be able to operate all others The design will greatly increase the ease and speed of your routine file maintenance opera tions This is the Main Menu showing some of the File Maintenance programs These are only the File Maintenance programs contained in the Cost Estimating App The menu nodes are expanded so their names can be seen The Binding Ma chines file maintenance program is highlighted WHAT ARE FILES AKA DATA TABLES Data Tables are tables or files of information that are included in your database Data Files or simply Files are other terms that may be used Inside each file are many Records For ex ample the Customers table contains or will contain after you add them a record for each of your customers The record has information about the customer such as his name his nor mal terms his sales tax area etc With Livewire your database and all your data tables are in the clouds which means they are not on your local network or your local disk drives Instead they are physically located in and Customer Account Settings 7 PriceCat 8 Disc 10 Qual Lvl 12 PO Rad 14 Cr Limit 16 Tax Area 17 High Bal 19 Last Sale on 954 00 1 060 00 2 500 00 1 000 00 954 00 4 16 14 2 1 060 00 4 16 14 2 2 500 00 1 000 00 4 8 14 299 0 00 20 00 4 8 14
3. Lab change the field to be something outside of the permissible range a pop up message will tell you the acceptable range and require you to correct your change Refer to the section Entering and Requesting Information for more details regarding modifying fields and the VALIDATION checks In this example screen display most of the fields are linked to Pick Lists So to make a change you select the desired option then key ENTER to close the Pick List Many fields are linked to a Pick List such as this example 10 Terms When 10 is keyed into the Reference Number Control the 10 field turns RED the Pick List opens showing all possible terms a supplier may have and the 88 Save This button turns RED reminding you that changes won t be saved until you click that button NOTE The Pick Lists such as the one illustrated here have all possible options for a certain field The options available and the effect of each op tion such as the actual percent of the discount and the number of days for which it will apply are set and modified in the App s Settings File Maintenance program See the topic The Set 61 tings File Maintenance Program for additional information RELATED RECORDS IN OTHER FILES Some files including the customer file the sup plier file and the employee file have related files For these examples the Contacts and Address es are separate yet related f
4. 299 EET 15 00 4 8 14 299 0 00 0 00 20 00 15 00 15 00 295 00 Transaction history for this Customer distributed among several large data centers positioned around the world OPERATION OF A FILE MAINTENANCE PROGRAM Usually each software App includes several File Maintenance programs that allow you to view add new records and modify certain information for each of the files Also there are Inquiry programs to see information displayed on your screen and there are print programs that allow you to print reports listing certain data contained in the files Every File Maintenance program operates in the same general manner It is NECESSARY for you as an operator to understand how to use these programs You must know certain rules and procedures and you must understand how their design and operation will greatly increase the ease and speed of your operations From the Main Menu using the arrow keys navi gate to the App you want to operate Expand the nodes for that App so you see the File Mainte nance programs available Navigate to the File Maintenance program you want to launch then key ENTER Alternatively you can double click the link using the mouse pe tion Pace Software Systems Home Office 53 With the Binding Machines File Maintenance program highlighted in the Main Menu keying ENTER will launch this program Looking at the The Data Summary Table on th
5. Document Users Manual for the App Custom Reports Forms and Emails 5 This shows the link to click on for Demon played stration Videos that are general in nature that is videos that apply to all Apps and general information relating to this website getting started and Livewire policies 2 For each App there is a button labeled View Documentation Click that button to see the documentation available for this App 3 Also for each App there is a button la beled View Videos Click that button to see the videos available for this App After clicking on one of the App Categories such as the one circled with Reference Num ber 3 the screen display changes to show the Apps in that selected category 1 After selecting and clicking on the App Documentation selection screen Category System wide Functions the Referring back to the first image reference Apps contained in that category are dis number 4 can be clicked to see all Documen Video Overview of the LW Software This video applies to all Livewire Apps Watch a 3 5 minute movie presenting a general overview of this application Video Getting Started with the LW Software This video applies to all Livewire Apps Watch a 15 30 minute video illustrating how to begin using this App You will be shown how to initialize settings and build basic data files needed for its operation Then we will demonstrate the App fuctions starting with simp
6. PRODUCTION ACTIVITIES e There are programs classified as Production Activities because they are primarily used by production personnel working in the manu facturing areas Generally these are simple updates to a job or an inventory transaction The operator may simply scan a barcode or entering a brief note relating to a production issue INQUIRIES amp REPORTS s Tax Commissions the way we at Livewire think and in a very simpli fied manner This is not intended to be a tutorial to explain software programming or database technology The terminology used here is fre quently different than the jargon commonly used by technical experts As an introduction to this section we often refer to different types of programs included in the various Apps This terminology relates to what the programs do and how you operate them This describes the general structure of the Main e There are Inquiry programs designed to let you see the current status and other informa tion displayed on your screen that relates to a base file record To see all activity for a job as an example or all the invoices for a cus tomer e There are print programs that allow you to 47 print reports listing certain data contained in the base files as well as listing transactions relating to them Printing an Accounts Receiv able open items report lists the invoices and payments for each customer Printing month ly stat
7. prerequisites In some cases the Prerequisite App licenses will automatically be added to your cart when you select a license for the primary App The automatic addition of Prerequisite Apps follows these rules If you already have a license for the prerequisite App And if that license has an expiration date greater or equal to the primary App being purchased the prereq uisite will not be added If you already have a license for the prerequisite App but that license expires before the primary App s license that is being purchased will expire the Pre requisite App will be added to the cart And then your current prerequisite license expiration date will be extended by the term of the added license Free tokens and free support hours offered with the 25 prerequisite apps will be included in your cart When viewing an app that has been selected from the Shop Categories link on this website there will be a tab titled The Prerequisite Apps for this primary App Clicking on this tab will show all prerequi sites USAGE TOKENS What are the Tokens and monthly charges Our Token Usage Charge represents a fee we charge when you run certain programs for example running a cost estimate may cost 3 tokens We give you free tokens when new App licens es are purchased And you get additional free tokens each month for each App license Tokens provide a method for us to offer a free tri al peri
8. tricity etc e Peak load capacity increases users need not engineer for highest possible load lev els e utilization and efficiency improvements for systems that are often only 10 20 uti lized Performance is monitored and consistent and loosely coupled architectures are constructed using web services as the system interface Productivity is increased since multiple users can work on the same data simultaneously rather than waiting for it to be saved and emailed Time may be saved as information does not need to be re entered when fields are matched nor do users need to install application software up Cloud Computing Logged in as BBoy Amount Due 0 00 Tokens 7691 Monthly Token Usage 83 Your Current Licensed Apps grades to their computer Reliability improves with the use of multiple re dundant sites Scalability and elasticity via dynamic on de mand provisioning of resources on a fine grained self service basis in near real time Security improves due to centralization of data automatic redundancy multiple locations Se curity is often as good as or better than other traditional systems in part because providers are able to devote resources to solving securi ty issues that many customers cannot afford to tackle Where is your data Your data is classified into two groups These are saved in two different places Your customer s up loaded files your reports and cust
9. 23 but there may be more if you scroll the dis play using the scroll bar on the right side If the table does not have focus the Reference Number Control should it will be red In this case keying the up or down arrow will send focus to Table and you will see the RED border appear This Supplier Description 1 1D code 2 Loc 3 Name 4 Supplier Type 5 Status Bill Payments Settings 6 Auto Pay 7 Take Disc 8 Pay Days early Purchasing Settings 9 Buyer 10 Terms 11 Discount 12 Ship Via 13 PO Note 14 Pvt Note Other Data Settings 15 Prod Cats 16 Date Last Purch 17 1099 ID 18 Send 1099 19 Paid YTO 20 Balance 21 Contact Inv 22 Contact PO 23 G L Location Lt whom you may pay money Business are your normal suppliers affiliates and sub contractors People are employees who submit expense reports or sales agents who are paid commissions Government agencies are the federal and LABMNC1 PHL Lab M Inc Phila office Key in the Reference Number or Click one of these buttons General information about Suppliers Lab M Inc 1 ement Corp Select Number 60 1 ID code E 2 Loc 3 Name BI Payments Settings 6 Auto Pay fes 7 Take Disc fes 8 Pay Doyseory p i Settings 9 Buyer 10 Terms 11 Discount 12 Ship Via 13 PO Note 14 Pvt Note 4 Supplier Type 5 Status l C2
10. Calculation of page size trims and allowances flat sizes and pagination for printed small businesses as well as the printing ser vices departments of universities corporations and government agencies Customers pur chase licenses to use selected software apps on a monthly annual or three year basis In addition for larger companies ongoing usage fees and support service fees may be charged Typically new customers purchase an initial suite of apps Then they add additional app licenses over time New apps are continually being developed and added to our product line Unlike Mass Market Software Apps the Live wire apps are a tightly and smoothly integrated set of forty apps highly specialized to serve View Videos App D 030 20 Group ID 030 View Videos App ID 030 10 Group ID 030 View Videos On the Livewire website after a Product Category has been selected the Apps associated with that category are displayed 11 BY Products Catalog View Licenses A System Wide App Item s ID 010 10 Development Status Complete View Documentation View Videos This App requires data storage to operate Additional fees may apply App ID 010 10 Group ID 005 g Production Materials amp Equipment View Licenses A System Wide App Item s ID 010 30 Development Status Not Complete Estimated Full Release 2015 03 01 g Contacts Management View Licenses A System Wide App Item s ID 005 20
11. Development Status Not Complete Eetimatad Fi Dalasea DNAR NA NA View Documentation View Documentation View Videos App ID 010 30 Group ID 005 View Videos Most Livewire Apps perform a business function However some of the Apps perform general system wide functions and are considered prerequisites for other Apps very specific industries This integration and sole source design makes them central to the user s business operations but also necessitates a much higher level of implementation training and ongoing support services Also customized variations of particular apps may be required to meet a customer s special needs SUMMARY OF THE STARTUP PROCESS In the briefest manner this is a summary of how to get started e Register on Livewire website www Live WireSoftware com There you register then set up a user name and password and your company s name e Select the desired software Apps Download and read about the Apps watch the movies e Note the prerequisites you need an inter net connection java 8 and acrobat reader installed and the Apps require access to your workstation hard disk or your local network drive Purchase licenses for the Apps you have selected Note that some Apps have other Apps as prerequisites The prerequisites must also be purchased Download the Apps from the User Lobby page of the website Run the downloaded App suite then Log in Explore the Main Me
12. Entering the reference number of a Table or a Tree transfers focus to it Focus is indicated by the border turning red Entering the reference number of a button clicks the button Entering the reference number of a radio but ton toggles it on off 10 Entering the reference number of a Text Box Notes for Other Modules Contacts numbers and addresses for this customer Select Number 38 reguiring yes or no toggles the answer 11 Entering the reference number of a Text Box having a pick list of options displays the list arrow keys move the selection up and down ENTER selects the highlighted one 12 Entering the reference number of a Text Field prefaced with asterisk 10 opens a pop up window showing additional information about that field 13 Entering an up Arrow down Arrow page Up or page Down transfers focus to the The Data Summary Table Once that Table has focus the same keys move the selected row up and down 14 Entering a left Arrow or right Arrow scrolls the information panel up or down 15 Entering H with a number like H10 will automatically show the documentation for that Text Box number 10 in this case on the screen you are working on 16 Entering S will open the Search Window Then you can search for any text associated with a customer supplier job inventory item purchase order etc ee FAQ Knowledge Base Search For Sub
13. in No No No No No No No Process Sales Tax Calculation Sales Tax Report Yes Sales Commission Calculation Sales Commission Statements Finance Charge Calculation Dunning Notices Calculation Monthly Customer Statements Batches thot must be posted batchiD Yr Pd enterBy note B1801 2014 5 TPF B1803 2014 5 TPF Certain calculations must be performed each accounting period Also some reports should be run and filed in order to maintain good accounting records These Processes are tracked to ensure they are done each accounting period You have the option of indi cating that certain process are excluded for your company in each Apps Settings file maintenance 66 e When you call a program to run a Process the Module s Settings Table is checked to see if it has already been run this accounting period If so a message is displayed You have the option to override that notice and re run the program This may cause a problem for example you do not want to compute cus tomer finance charges twice in one account ing period this would double them When you call the program to Close The Ac counting Period the Module s Settings Table is checked to see if all Required Processes have been run If not you cannot close the accounting period Verify Acctg Period amp Location for these entries 2 For Period 6 1 For Acctg Year 3 Fom aam 4 10 5 Acctg Loc
14. 6 Min Final Size 8 Max Final Size 10 Min Thick 4 is a description Key in the description then ENTER Note If the available space is gt 45 characters the Text Box will extend for readability Validation If you enter too few or too many characters a message will appear 6 is a size this has a width x height Note 7 doesn t show but you could enter 07 Note When the first dimension is entered focus automatically goes to the next dimension Validation If you enter a size that is too small or too large a message will appear and you must enter a valid size 12 is a set of four dimensions the trim on each of the four edges of a sheet of paper Note The four boxes are 12 13 14 and 15 58 is a percentage n about the Press File L R Arrow keys scroll this text This must be at least this many characters long 3 mete ete ee eee HE meee entered here The hourly rates are in your Budgeted F we ee ee gery oe Note The percent symbol appears automatically You simple enter 5 52 opens a Pick List Use the up down arrow keys to make a selec tion Then key ENTER Note One of the options in the Pick List must be selected You cannot enter directly into Text Box 52 78 is a size but a Pick List appears showing the valid choices Note When the size is selected 78 79 and 80 will be automatically populated Note Normally a Pick List select
15. Accounting Year will be indexed and the current period will be set to 1 These must be completed before the period can be closed unless you have indicated that you do not plan on doing the particular process e Calculated and posted finance charges e Calculated and printed Sales Tax Report e Calculated Sales Commissions e Printed Customer Statements e All A R batches have been posted In your A R Settings table you can indicate that you do not plan on doing certain monthly pro cesses by entering a N on line 4 In this case they will not be required before closing the ac counting period Line 5 shows the last accounting year and peri od for which the process was completed When the accounting period is closed the follow ing things are done e The accounting period is index by 1 e If the current accounting period is the last period of the year the accounting year is indexed to the next year and the period is set to 1 e Sales History for both the salesperson and the sales territories are maintained by accounting period Accordingly all future sales will be logged into the next accounting period brack et e AIR functions for the next accounting peri od will become available That is posting finance charges as an example can only be done once per accounting period The accounting period cannot be closed until this process has been done Then once the peri od has been c
16. After these programs have completed their cal culations and generated their transactions the process is tagged as having been done A Process as the term is used here means running an important program that performs cer tain calculations or printing an important report or a form For example each month the Account ing Period must be closed before you can print your P amp L Statement a very important finan cial document Each of these is a Process that cess within their respective Apps must be done once each month The Livewire Apps monitor operations that should be done and those that have already been done within the current accounting period e When you run a Process the time and date are logged in the Module s Settings Table Tom Farr Close AR Accounting Period F Accounting Period to be closed 1 For Acctg Year 2 For Period BI 3 rom WES 10 Bram Status of Monthly Processes Must Do Yes information about closing fhe accounting period This program verifies that all prerequisites have been completed Then when you dick the button Cla Period the Current Accounting Period will be indexed to the next month The first prerequisite is All required processes have been completed The panel Status of Monthly Is Done Processes shows which ones you Must Do and which ones Were Done If any process has No
17. Click Calculate 75 Quantity OOO 76 sigs 77 Pages 78 Page Size sod Poocooogos 81 Stock Results Production Standards 53 SpigSU BET sa spig Run POET 55 Setup Fi B0 56 Setup A IDI 57 Run Sp goo 58 8041 IOS 59 8042 BOET so soss kes 61 8045 BOSE 62 Sie 1 EET 63 80 6 Doa 64 Size 2 EET 65 80 s7 bore 66 Sze 3 ET A7 lin 1 bie l AR Quan 1 BEES Key in the Reference Number or Click one of these buttons scoe ecectonen mers women ormare ET Step 1 has focus The number entered will go there Enter two digits 04 or 44 for example Select and launch the program from the menu Step 2 Select a record from The Data Summary Table Ea The detail field data for the selected record will Depending of the characteristics of the Text populate the Text Box fields Field the response will vary The gray Text Boxes can t be changed Focus will transfer to the Text Field you enter The Data Summary Table shows a summary of 5 is a number the records in the file The selected record has Key in a new number then ENTER populated the 60 Text Boxes with its detailed data fields Validation Step 3 If the number is too small or too big a message will appear and you must enter a number within Enter a field Reference Number the acceptable range Since the Reference Number Control is red it m 3 Machine ID 4 Descrip 5 Pockets
18. ID cannot be changed for the supplier file of this example The reason for this is that the new supplier ID code will be automati cally generated based on the supplier name you enter into field 3 Tom Farr Print Controls g Supplier File Listing null Live SW Development Acton Procurement Inc AD Aerospace Inc Adam Hall Limited Addagrip Surface Treatments UK Inc Advanced System Architectures Inc Aeronautical amp General Instruments Inc Aarotrim Westbury Inc S Radionic Security amp Surveillance Systems Afriso Eurogauge Inc AGMA Inc Agropharm Inc AgustaWestland Aigis Blast Protection Inc Airborne Systems Inc Air Power amp Hydraulics Inc Airsub International Inc Air Safety Inc Ajax Machine Tools International Inc Akzo Nobel Aerospace Coatings Anson Tactical Inc Apeks Marine Equipment Inc Applied Scintillation Technologies Inc Ardex UK Inc Argon Electronics UK Inc Argus Fluidhandiing Inc See the topic ASSIGNING KEYS as well as AL PHABETIC KEYS discussed above 2 location is set to blank More often than not the new supplier will have only one location that you will deal with In this case just leave it blank 3 name You must enter the name of the new supplier After you do this the supplier ID code will be computed and displayed in box 1 NOTE 2 When you add a new record the screen display shows data fields that were populated by the last record that was selec
19. always grouped into logical sections In this example there are four sections one has overall descriptive informa 33 tion about the customer another has billing and sales tax information and another has financial information Shown here is another area 6 that is a tree structure showing all the contact people and ad dresses linked to this customer This information comes from another integrated App called Con tacts Management Refer to the documentation on the Contacts Management App for additional information but a customer a supplier a col laborator etc can have any number of contact persons and each person can have any number of address phone numbers and email address Tom Farr Product Building Wizard Description of this Item 1 tem ID 2 Descrip 3 Ref ID 8 Final Size 11 Stock 12 Grain Spec EEN plion et D LN 8004 Se I 2 es etc Keying any of the reference numbers the field number shown next to each Text Box field into the Reference Number Control will transfer focus to that Text Box number Then you can modify it Notice that some Text Boxes have different background colors These color options are always the same for all display screens among all the Apps Gray background Text Boxes cannot be changed They are automatically updated and Prog is In the MEN SS Cover 10pt 4 1 t 81 2 x SS 8 pg Sig Nosz N LL DKT 407 B 1 2 x 11 SS si 1 bk1407 81 7 x1 13 B
20. can be veri fied and double checked separately Livewire automatically creates batches you don t have to do anything For example Say Manny bills 10 15 jobs each day which creates 10 15 invoices And Moe posts 10 15 checks each day that come in the mail And Jack calculates Finance Charges for customer accounts that are overdue and he enters some adjustments debit and credit memos In this example there would be three Batches of Transactions created One would be Man ny s one Moe s and one Jack s Good accounting practice would be for each person to print a listing of their Batch of Trans actions each day when they have finished enter ing them Then verify the data they entered by comparing the total number of items and the total amount sometimes accountants will also calcu late a hash total by adding the check numbers or invoice numbers These numbers are com pared with the printout of what is actually in their computer Batch If an error is discovered their entry can be edited to correct it Usually this is done using the same program that was used to enter them There are exceptions e g finance charges are auto matically generated If you need to Reverse a Transaction that is a finance charge i e to take it off the customer s account you must enter an offsetting credit using the Enter Debit Credit Memos program When
21. certain information for records contained in each of the base files 1 LiveWire Software Apps Co Entry File Maintenance kd M Estimating Inquiry hts amp Options s amp Forms Ink Categories Equipment Presses Cutters Folders Misc Production Operations 3 Products Folding Patterns product Catalog Items ct Catalog Tree ct Assembly Structures duction Operations Units of Measure Estimating Settings Price List Quoting Production Equipment amp Materials Job Control Center Job Planning amp Layouts Production Scheduling Job Cost amp Revenue Job Billing 52 Use Arrow Keys to navigate the menu tree Or you can double dick on the program name Adding new customers to your customer file and adding new inventory items to your inventory file would be done frequently This is done using a File Maintenance program The Livewire Software Apps contain many File Maintenance Programs There is one for every base data file you may need to view modify or add new records to And every one operates in the same manner It is NECESSARY for you as an operator to un derstand how to use these programs You must know certain rules and procedures and you must understand their design Once you learn one Cost Estimating Production Materials amp Equipment App Licensed through 2019 12 31 om Farr Live SW Development oken Balance 7701
22. information about Livewire Software and the Livewire Apps By clicking on one of the Question Category links the FAQs will be expanded to show sib cat egories So if the category Technical Details is clicked the following display will appear And when a set of sub categories is dis played you can again click on one of the sub categories to see the questions and an swers on file 74 73
23. of the subsidiary one have been closed you can close your Gen eral Ledger accounting period The Accounting Periods per Year and the Year Beginning Date are set in your G L Settings ta ble So if you prepare your financial statements each month this is set to 12 12 months per year However if you do your statements every four weeks this is set to 13 Or you could set it to 4 and print your statements each quarter Usually the year begins on January 1 but you may start your accounting year on a different date Assuming you do monthly statements logic would seem to imply that the Account Period is closed when the month is over and the next month begins In other words September would be closed on October 1 right Well not exactly The Accounting Period is closed when your accountant closes it This is when a program called Close Accounting Period is run Usually this is several days after the month ends Why Because your accountant has more stuff he wants to squeeze into the Current Accoun tant Period perhaps he wants to send out a large invoice to make sales look better for the month or he may discover stuff in the mail on the 5 of the month that relates to last month Figure 1 Whenever a Transaction is entered into an accounting module such as A R you must verify the accounting period and the accounting location if you have
24. sales agents who are paid commissions Government agencies are the federal and Key in the Reference Number or Click one of these buttons will greatly increase the ease and speed of your operations From the Main Menu using the arrow keys navi gate to the App you want to operate Expand the nodes for that App so you see the File Mainte nance programs available Navigate to the File Maintenance program you want to launch then key ENTER Alternatively you can double click the link using the mouse From the Main Menu expand the nodes for the General Information about Suppliers Contacts numbers and addresses for this supplier Select Number App you want to work with Then select the program Here the Suppliers File Maintenance program has been selected Keying ENTER will launch the program We will use the Supplier File Maintenance pro gram as an example for this topic The Supplier File Maintenance program screen display after the program has been launched from the Main Menu SELECT THE RECORD YOU WANT TO VIEW OR EDIT Generally this Data Summary Table will have Tom Farr Supplier File Maintenance focus when the screen first displays If the table has focus it will have a RED border surrounding it Usually a certain selected record will be high lighted and its detail information will be shown in the Text Boxes on the left side In this case there are 23 Text Boxes shown numbered 1 to
25. their Batch of Transactions has been verified as being correct the Batch is Posted to the A R accounts Posting means committing the transactions The Posting process actually puts the new transaction data into the Custom er s accounts the General Ledger and the Sales History data tables Now we don t want Manny to post Moe s trans actions and we don t want to post any transac tions until they have been verified for any da ta entry errors So Manny should post his own Batch of Transactions when he is ready Posting Batches Posting the transactions is done by running the program Post Transactions For more detailed information about Batches and Posting refer to the section Calculations amp Details below Closing the period Within Livewire the Accounting Period is closed when you run the program Close Acctg Period Usually this is done a few days after the last day of the accounting period So if your accounting periods are the calendar months you would usu ally close A R and the other accounting modules a few days into the next month This gives you a few days to finish the end of month functions and get the last minute job billings finished This program verifies that all prerequisites have been completed then the Accounting Period will be index to the next month On the last period of the year the
26. using any of the Apps Certain information contained in this or other Livewire documents may also appear on the Livewire website As time passes and adjustments are made the various sources of information may result in simi lar but altered details There may be differences In this case the information appearing on the website shall take precedence and will be considered to be Live wire s current policy TOPICS INCLUDED HERE This document includes information about SECTION Introductory Information 1 Prerequisite Documentation 2 Definition Of Apps And App Suites 3 Summary Of The Startup Process 4 The Infrastructure Cloud Computing And Software As A Service on Are The Apps Suitable For Your Business 6 Requirements For Your Computer Hardware And Your Local Operating Environment 7 Customer Support Services 8 Software Customization 9 Purchasing App Licenses And Downloading The Apps 10 App Licenses And License Expiration Dates 11 Usage Tokens SECTION Il Basic Operating Instructions 12 Logging into the Livewire Apps Suite 13 The Main Menu 14 Navigating the Main Menu and finding a pro gram 15 Screen Display Design 16 The Reference Number Control 17 User Interface and Interaction 18 Types of Programs 19 The Settings Files 20 The Base Data Files 21 The File Maintenance Programs 22 Custom Reports Forms and Emails PREREQUISITE DOCUMENTATION Pr
27. 0 Speed Ad 5 0 3 12 Page Sz 13 0 x15 0 45 about the Press File L R Arrow keys scroll this text This dimension is too small It must be Greater Then or Equal to 3 10 Min Thick WB 11 Max Thick pia Trims amp Lap Allowances Default value min and max 12 Trim D Jog Face 11 32 Foot B S 16 Trim min fia Jog pne Facef11 32 Foot pis Saddle Stitcher 21 Pckt e Shift Focus to Change Number If focus is elsewhere or you cannot determine which object has focus keying ESCAPE will transfer focus to the Reference Number Control Enter the check and payment information 9 CkNbr X 15221 10 Ref 11 Check Dated Jan 28 2015 12 Date Received 13 Check Amount 14 Write Off Amt 55 Open Items for this customer 7n 39 1 060 00 1 060 00 0 00 4 16 14 290 954 00 954 00 i 0 00 4 16 14 290 15 00 15 00 J 0 00 4 8 14 298 15 00 15 00 0 00 4 8 14 298 46 TYPES OF PROGRAMS amp DATA FILES PROGRAM TYPES When all the Main Menu tree nodes expanded for the Accounts Receivable App the name of the programs can be seen The programs are grouped into three categories Inquiries amp Re ports Operations and File Maintenance These indicate different functions performed by the different programs NOTE The Livewire documentation uses termi nology and explanations of technology strictly Menu as illustrated
28. Debit or Credit Memos 12 Cat 1 Amount 13 Category 1 14 Cat 2 Amount 15 Category 2 16 Total Product Sale 17 Sales Tax 18 Amount to A R 19 Commission Identification References Other Information 24 ttem status Rem Eg 25 Acct Boionce isang l Sa SE Select Number maintained by the software processes Blue background Text Boxes that can be edit ed Purple background Text Boxes that you have just modified 17 in this example the cus tomer s credit limit Note also when you make any change the Save Changes button 88 turns red Changes are not permanent until you Save them Orange background Forced Text Boxes There are none of these illustrated but this indicates you have forced a setting that is normally auto matically calculated For example if you forced the sales tax amount to be different than normal ly calculated 4 Bottom Row Buttons Generally there are four buttons 4 They always have the same numbers and perform the same functions regardless of which App and which program Entering 86 to 90 will click that button Or you can click one of the buttons with the mouse Buttons 87 to 90 appear on most File Mainte nance screens Click to 87 to add a new record Click 88 to save the changes you have made Text Boxes that you have just changes 17 in this example the customer s credit limit become purple When
29. ING YOUR APPS Apps are downloaded from the Livewire website at LiveWireSoftware com Your company must be registered and you must know your login ID and password The Apps can only be downloaded to pre ap proved IP addresses Initially the Apps must be downloaded to the same IP address that was recorded when your company first registered After the App s have been downloaded and you have logged in you can run the App titled Sys tem Administration From there you can change the IP address and you can add additional IP addresses authorized to download your Apps To download your Apps use an internet browser to go to the Livewire website You must first login to the website Then you will be directed to the User Lobby There in the right panel click Launch Your Apps You will see a page listing all Apps you have purchased NOTE If you have ordered Apps but elected the Will Send Check option as the payment meth od your licenses will not be activated until your check has been received by Livewire Each App that is listed will have a product ID number in the left column Click the link associated with the App The dialog box has the option to launch the App or to download it If you select the download option you will have to open the downloaded link to launch the App If you select the launch option the App should download immediately Once downloaded the App launcher program will
30. Menu How to select an App and one of its functions programs Logged in as BgBoy Amount Due 0 00 Tokens 7691 Monthly Token Usage 83 Your Current Licensed Apps License App ID Name of the App Expires Days OK 005 10 System Settings Defaults and User Preferences 2016 01 04 331 Se 2016 01 16 343 005 20 atone x 005 30 2016 01 25 352 005 40 2016 01 16 343 Verifying application 010 10 mayne app Lt 2015 12 16 312 042 00 2016 01 10 337 100 10 Location http 54 175 158 51 8080 2016 12 16 678 110 10 2016 12 16 678 xi Do you want to run this application LiveWireQuickImp Publisher UNKNOWN Location http 54 175 158 51 8080 Running this application may be a security risk Risk This application will run with unrestricted access which may put your computer and personal information at risk The information provided is unreliable or unknown so it is recommended not to run this application unless you are familiar with its source More Information Select the box below then click Run to start the application I Laccept the risk and want to run this application Your licensed Apps are downloaded from the Livewire website as illustrated here Once downloaded the soft ware may be cached on your local hard drive Thereafter each time you launch an App it is verified as being current If a newer version exists it will be downloaded so your software constantly is being enhanced 23 DOWNLOAD
31. Philadelphia 7 r Ihe Batch being posted _ Process such as computing recurring payments computing sales commission reports and closing an accounting period must be done at certain times these times relate to when your current accounting period begins and ends ACCOUNTING PERIODS The current Accounting Period is the month during which the General Ledger financial trans actions for your A R activities are being collect ed but it does not have to be a calendar month This is because to calculate your Sales In come and Expenses for the month you must collect all the financial transactions that occurred during the month The month is also called the Accounting Period or the Current Account ing Period The current Accounting Year e g 2014 and the current Accounting Period e g 05 perhaps this is May are set in your G L Settings table This period is automatically indexed each time you Close the Accounting Period The year is indexed when you Close the Accounting Year There is a separate Accounting Year and Ac counting Period for your A R activities So these may be different for your A R activities your A P activities your Payroll your Work in process and your General Ledger activities Each of the Accounting Modules must be closed separately Then after each
32. ROUND THE SCREEN You can use the mouse as normal to select dif ferent objects and click buttons However the unique Reference Number Control offers several additional features and it frequent ly makes navigation and date entry considerably faster When the Reference Number Control 5 is RED keystrokes will be entered there The next section describes all the options avail able for the Reference Number Control Briefly some common uses are Keying 15 for example will transfer focus to Text Box 15 Here 15 is labeled PO Reqd and the Text Box says Yes or No Keying 15 will toggle this field Keying the up down arrow key will transfer focus to 2 the Data Table Then additional keying will move the selected row up or down with each keystroke Keying 87 will click the button 87 Add New Customer in this example Keying ESCAPE to transfer focus back to the Reference Number Control But this normally happens automatically 1 General Information and Instructions Each screen has a General Information pan el This contains a brief description of what this program does and some tips on how to use the program Keying the right or left arrow key when 5 is red will scroll this panel up and down to show more information 2 The Data Summary Table Most programs deal with a data file that con tains records of some type The records may be customers jobs est
33. S Face 11732 Foot Bg 16 Trim min me Jog pne JFoeef1szaz Foot pis 20 Trim max me Jog pne JFoeef1sz Foot GE 24 Lap EI Min EI Max E leog 28 Cvr D me Jog pne JFoeef1sz Foot Bs 32 Cvr min me Jog Me Facefi7e _ Foot fe 36 Cvrmax rz Jog Ez JFoeefz Foot uz 40 Cvr lap pa Min f Max Po Jedgef_ Cover Feeder and Covers Information 44 CoverFeed Fes 45 Cvr Txt Match les 46 Max Spine fe 47 3rd 4th Score off Ms a mutuo EE wn BET vo BET up EET Plastic Comb Punch amp Inset 75 Quantity 77 Pages 78 Page Size 81 Stock 52 Cost Center Setup Time Run Time Production Standards Total Time ss spigsu PEG sa spig Run bose ke Cane BA lt cas R Test Your Binding Machine Settings about the Press File L R Arrow keys scroll this text This number must be an integer It must be Less Then or Equal to 99 End Subtract 1 month The ESCAPE key will usually do one of the fol lowing things Escape Key e Restore text field If you are entering or editing a Text Box ESCAPE will restore the original value e Close Pick List If a Pick List is open ES CAPE will select the highlighted row and close the Pick List Keying ENTER will also do this This file contains the basic information for each of yapon nual Table Cutter Plastic Comb Punch amp Inse looo 76 Sigs Ba sd Results 0 83 Sigs 3 0 Passes 1 0 2 29 Run Speed 4370
34. Service SaaS business model This is often called Cloud computing The software includes about forty tightly integrated Apps such as accounting cost estimating job planning job activity tracking inventory purchasing production scheduling and management information functions Our customers are world wide They include small businesses as well as the printing services departments of universities corporations and government agencies Customers purchase licenses to use selected software Apps on a monthly annual or three year basis In addition for larger companies ongoing usage fees and oe Support service fees may be charged Description of our products More details Typically new customers purchase an initial suite of Apps Then they add additional App licenses over time New Apps are continually being developed and added to our product line Unlike Mass Market Software Apps the Livewire Apps are a tightly and smoothly integrated set of forty Apps highly specialized to serve very specific industries This integration and sole source design makes them central to the user s business operations but also necessitates a much higher level of implementation training and Ananina cunnard sansiras Alen suctamizad uariatinne af narticular Anne maw ha raniuirad ta maat a cuctamaric section of the website The opening screen of the FAQ Knowledge Base section of the website The FAQ section of the website contains a great deal of
35. There you can enter a message for your CSR The program you are currently running and your recent activity will automatically be appended to you request and sent to your CSR 41 USER INTERFACE AND INTERACTION After a program has been launched from the menu you can view the initial display informa tion and you can enter or edit information into any of the Text Boxes Remember no information will be permanently saved until you click the 88 Save This button Entering and Editing Information This menu image shows some of the many File 1 LiveWire Software Apps Cost Estimating J i Entry File Maintenance T Mater Weights amp Options Sizes amp Forms Ink Equipment Presses 7 Cutters Folders Production Operations Units of Measure Estimating Settings Price List Quoting Production Equipment amp Materials Job Control Center Job Planning amp Layouts Production Scheduling Job Cost amp Revenue Job Billing Inventory Control I LiveWire Print Management System Menu Welcomes Tom Farr Maintenance programs In this case files used by the Cost Estimating App Note that the En try programs node is closed so the data entry type of programs are not shown File Maintenance are the most common type of program These as well as some other types of programs have a Data Summary Table as shown here Typical
36. USER S MANUAL For Users of the Livewire Apps User s General Overview of the Livewire Software Apps Apps of the Livewire Print Management System 1 Table of Contents INTRODUCTION 8 TOPICS INCLUDED HERE 8 PREREQUISITE DOCUMENTATION 9 DEFINITION OF APPS AND APP SUITES 11 The Livewire Software ADDS iss sesse RR EE 11 SUMMARY OF THE STARTUP PROCESS 12 THE INFRASTRUCTURE 13 What is Cloud Computing and SaaS see ee ee RE 13 Less in house IT skills are needed iese ee EE ee 13 Where is your Cala sccssiiiccsscsesiisacenssaidasaananons 14 Is your data Seuss ER ER EE DERE 14 Where is the software esse se ee EE ee 15 ARE THE APPS SUITABLE FOR YOUR BUSINESS 15 What industries do We SerVe esse ee se ee Ee ee Ee ee 15 Are our apps for large or small companieS ee se ee ee ee ee 15 DO WE SERVE IN PLANT DEPARTMENTS 16 Budget ONION ss EE EE ER EE 16 Purchase Requisition Management ss esse ss EE 16 In Plant Chargeback ss ss spe Re Rg A EE Re 16 Blanket Purchase Orders iese esse ee 17 Table of Contents Cont REQUIREMENTS FOR YOUR COMPUTER 18 Java version 8 is SS Ee Re 18 Take note that there is also another programming language Java Script which is used extensively in web pages Java Script operates within a web browser such as Safari Mozilla or Internet Explorer Java script is not the programming lan
37. a and about the Livewire Software in general Some CSRs oper ate their own business and conduct sales activi ties enter into support agreements and provide general assistance to our mutual customers We refer to this as an Automobile Dealership Model The CSRs are like your local Porsche dealership and we are like the R amp D department back at the factory Which CSR will you get 19 If you have already established a relationship with a local CSR agent you can enter his ID when you register on our website Or of course you could email us with his ID In these cases this individual will be assigned as your Primary CSR Thereafter all reguests for customer sup port will be forwarded to him her Otherwise when you first hit the mayday button or request assistance via this website we will assign a CSR to you Thereafter your Primary CSR will always handle your requests for assis tance If at any time you request an alternate a new CSR will be assigned as your Primary CSR However this procedure applies only for Level support If you request or require Level Il III or IV support an alternative CSR will become CARTW HARRSN MORRSN Bo TAYLIRM Taylor Morrison JCHESO z Addresses and emails for this person Request for Customer Support Services Please explain the purpose of two commission rates La Cancel Request Key in the Reference Number or Click one of these b
38. addresses for this customer On most screens you can enter S to specify a search of the database for records containing a search string which you enter does things relevant to the screen display you are using For example keying 10 at any time except when you are entering into a text box will Transfer focus to Text Box 10 if 10 is a text field Click the button 10 if 10 is a button Toggle the radio button or the Yes No box if 10 is a radio button or a Yes No box Transfer focus to 10 if 10 is a table or a tree Search for 10 in the table if you have the table in focus 37 With Livewire you can always do most anything by using the 10 key numeric pad Every input Text Box button table etc has a Reference Number which you can key in instead of moving from the keyboard to the mouse back to the keyboard then back to the mouse again You can simply key the numbers Or you can use the mouse when you wish In addition there are several Special Codes Entering 10 will always pop up a help screen describing Text Box 10 TE When entering dates a period generates to days date a plus adds a day to the date each time you key it a minus subtracts a day Page Up PageDown adds or subtracts a week and Home End adds or subtracts a month 1 Entering 2 digits automatically begins pro cess Or enter 1 digi
39. aditionally business records have an ID number there are customer numbers em ployee numbers job numbers and invoice num bers In a modern database the equivalent ID is re ferred to as a primary key There can be several keys see the illustration for the Sales Tax file where the keys are Country State County City ALPHABETIC KEYS When the record display sequence in the Data Summary Table was described above it was stated that records with names customers papers were sequenced in alphabetical order like the words in a dictionary When you enter a new record a new custom er for example a customer ID is automatically generated NOTE It is important to emphasize that normal ly you never need to know see or enter this ID code when running the Livewire Apps Livewire Apps work just like a phone directory you simply select the name you want from the list of names that is presented in the Data Summary Table NOTE 2 For certain functions however you need to access a record when not operating a Livewire App from a display screen or monitor As an example say you want to ship a package to a customer and want to print a shipping label you need to access the shipping address For such situations the normal procedure is to have a shipping document perhaps a Job Jacket or Work Order which has the customer ID printed on it as a barcode Then you simply scan the barcode However whe
40. aintenance programs OPERATION OF THE MENU Using the Up and Down Arrow Keys you can move up and down the menu tree and using the Left and Right Arrow Keys you can expand or contract the nodes For example in this illustration the Customers and Accounts Receivable node was expanded then the File Maintenance node and then the Customer File program has been selected note it is highlighted NO VALID LICENSE Note that many different Apps will appear in the Main Menu even those for which you do not have a license rol Center Job Planning amp Lay J Planning amp o Products youts Reports Create amp Manage Es Build an z A I trl b amp Binding Machines Products Other Job Billing However your current license may not include some of the programs or it may have expired If you attempt to run a program which is not included in your licenses or your license has expired a message will appear If you do not have a license for an app a mes sage will be displayed as you traverse the vari ous Apps on the menu If a program launch is attempted without a valid license a message will appear Messages like this will automatically disappear after a few sec onds not action on your part is necessary LOW TOKENS Some programs have a Token Usage charge when they perform calculations If your token account runs low you will receive a message On t
41. are our sales people how do we stack up compared to the others how can we compete with The Big Boys and can you get a job with us Answers to questions about the software cost and your Total Cost of Ownership TCO What are the costs and options regarding the App Licenses what are these tokens you talk about are they just a gimmick is there any way to get a good deal how about coupons And here you can read our license which you must agree to There are many references on line discussing the Total Cost of MIS Implementation Typical explanations say tation that is general in nature that is docu ture that is videos that apply to all Apps and mentation that applies to all Apps and general general information relating to this website information relating to this website getting getting started and Livewire policies started and Livewire policies The Frequently Asked Questions FAQ section Also referring back to the first image ref of the website contains a great deal of informa erence number 5 can be clicked to see all tion about Livewire and the Apps Demons tation videos Mabale gengralinma ees inkabeled 1 open te PAO display FAQ Knowledge Base Search For Submit Search Phrase Question Category Category Description We develop and market innovative business management and operations control software The software and customer support services are provided using a Software as a
42. ation about the Stock Type Finish Size Form File 10 M Weight 11 Pricing UM 12 Min 25 CIN 13 gt 1 CIN 14 gt 4 CIN 15 gt 5000 LB 16 gt 10000 L8 17 gt 40000 L8 18 Sheets Carton 3 a NN 54 quence but the selected customer s invoices are in date descending seguence Some records have and are normally identified by a date and time the employees timesheets and the shop s production schedules are exam ples In these cases the records are sequenced by time but the most recent entry is on the bot tom This is because people expect this like a train schedule Some records such as the ones illustrated in this sample screen display and the sales tax tables illustrated below have multiple keys The binding machines in this example are se quenced first by the location This is in which factory is the machine physically located If you have only one factory this is meaningless but then soon you may have a second The second key is the type of binding machine Here the saddle stitchers are grouped first then for each type of machine they are sub se quenced by a machine ID a third key THE INITIALLY SELECTED RECORD When the File Maintenance display screen is first opened one of the records displayed in the Data Summary Table will be selected and its detail information will have populated the reference numbered text boxes Which record was select
43. cific industries This integration and sole source design makes them central to the user s business operations but also necessitates a much higher level of implementation training and ongoing support services Also customized variations of particular apps may be required to meet a customer s special needs What industries do we serve Our business expertise and software products are suitable for businesses related to the print ing industry the construction industry and small business accounting when integrated with inven tory and purchasing functions However we focus on the printing industry Within the printing industry there are many cate gories of businesses commercial printers label printers web printers converted products pack aging business forms etc As technology has changed over recent years printing companies have adopted new processes digital ink jet and 3 D printing equipment is more prevalent and there are fewer companies using lithographic flexographic business forms and screen press es Our cost estimating job planning and production control apps address these variations In addition since we have integrated customized software App development and deployment into our software delivery model we have the ability to address special needs of those who do not fit into a pre defined niche Are our apps for large or small 15 Does Livewire Fit Your Business Printing construction i
44. d in descending sequence this will be the last one that was entered THE SEARCH FUNCTION The most obvious method of locating the record you want in the Data Summary Table is to simply scroll up or down Using the arrow keys is easy you can also use the Page up and Page down keys Or better and easier you simply type in the first one or two letters and the selection will go to that point in the list of records displayed in the table Or you can use the scroll bar on the right This requires using the mouse but if there are thou sands of records such as the sales tax records illustrated here it is probably the easiest Files containing thousands of records such as 53 Tom Farr Supplier File Maintenance This Supplier Description 1 ID code LABMNC1 2 Loc 4 Supplier Type 5 Status 3 Name Bill Payments Settings 6 Auto Pay 7 Toke Disc fes o o i 8 Poy Doyseory BEEN Purchasing Settings 0 Tems 0an 11 Discount BOE 12 Ship Via 13 PO Note 14 Pvt Note 9 Buyer Other Dota Settings 15 Prod Cats 16 Date Last Purch 17 1099 ID 18 Send 1099 19 Paid YID 20 Balance 21 Contact Inv 22 Contact PO 23 G L Location The Supplier File contains the names and information for businesses people and government agencies to whom you may pay money Business are your normal suppliers affiliates and sub contractors People are employ
45. disk drive albeit in a very limited fashion We use the Java Web Start technology to deliver the software to your local computer When you download any Apps you must agree to allow them to access your local hard drive Otherwise you cannot operate our software For additional information about Java Web Start http docs oracle com javase 6 docs technotes guides javaws developersguide contents html 24 APP LICENSES AND LICENSE EXPIRATION DATES What are the details regarding App Licenses To begin you must purchase a license to use one or several of the apps These licenses are no different than getting say Photoshop or Word Licenses are available in one month one year or three year terms and can be purchased on this website Each app license is priced separately but cost saving packages containing a suite of apps are also offered App licenses include free tokens and free cus tomer support hours Generally these free to kens and support hours are sufficient for a small company with light usage of the software Usage based token charges OR a monthly data storage token charge are applied for some apps These charges are based on tokens the number of tokens is deducted from your to kens account Since each license receives a monthly allotment of free tokens smaller companies will never incur any ongoing charges Larger companies with heavy usage and larger database tables will need to purchase ad
46. display our SSL certificate information This is a security certificate that guarantees that the downloaded software has come from us The launcher program will ask for your permis sion to save data onto your local disk drive NOTE The vast majority of your company data is read from and updated into your database in the clouds However some of the Livewire Apps save small amounts of data on your local network drive The data that may be saved locally is described below Once you agree the App should launch and the login window will appear THE APP LAUNCHER amp SECURITY In 2013 there were news reports about a serious security issue regarding Java Although this issue has been resolved it was never a relevant concern when using the Live wire software Apps The security issue related to java Applets which could be downloaded without your knowledge or permission when you access certain internet sites It had always been believed that these Applets were not able to access your local network disk drive or your local machine s inner workings However hackers discovered a way to circumvent this feature Livewire software is not a java Applet When our software is downloaded you will know that it comes from us A Trusted Source because you with see our SSL security certificate infor mation The Livewire software Apps do require your permission to and they need to access your local network
47. displays have all been designed by the same programmers and they are all supported and upgraded by the same programmers they all have the same Look and Feel Although you have system settings to select Tom Farr Customers File Maintenance Billing and Soles Tox Settings 10 PriceCat 11 Dsc ORME 12 coms 13 Quailvi BYGE 14 Ship 15 PORGd es7 t Terms 17 Cruimit __ ooN mm o o o 19 Fe E 2o e aebed EL 22 sttox II 2s e faebe dd nn 25 local EI 2 e iii Customer Statements and History 28 Late Chg 31 High Bal 32 High Date Dec 19 2013 33 Setup lan 27 2015 34 Last Sale Oct 22 2013 35 Last Pay 36 Days 41 Territory 42 G L Loca eee ere UU TOM TO VIEW OF SCT 2001 2001 Technology Inc different color schemes and other customized features every screen will be consistent in its appearance and in the manner in which it func tions This should greatly reduce a new user s learning time and efficiency when operating the various Apps Here are two captures of screens Although the Apps and content of the screen displays are General Information about this Customer Master File All screen displays for all Apps have a similiar look They all operate in a similiar manner This illustration shows and explains the general Screen Design principals 32 very different most of the features and operating methods are similar NAVIGATING A
48. ditional tokens What are the App Licenses and the options Most Apps have one month one year and three year license term options Licenses can be purchased for individual Apps or by purchasing a cost saving package i e a suite of Apps Additional App licenses can be added at any time Re purchasing an existing license for one of your Apps will extend the license expiration date for that App Prerequisite Apps Several Apps have other Apps that are also required in order for them to function properly These other Apps are referred to as prerequisites and a license for each of them is required when purchasing a li cense for the primary App What about renewing a license An App license can be purchased at any time If at the time of purchase you already have an existing license for that App that has not expired the new purchase will extend the term of the existing license To illustrate this assume you have a license for App 1 that expires on March 15 of next year Then you purchase a new one year term license for that same App 1 The result will be that your license will be extended until March 15 of the year after next What are the App Prerequisites Many Apps have other Apps that are also required in order for them to function properly These other Apps are referred to as prerequisites and a license for each of them is required when purchas ing a license for the primary App which has these
49. do you monitor your token chargeS eise sesse ee ese ee ee ee ee 26 How do you get more tokenS esse ees seek se Ee ee ee ee 26 When do you have to buy TOkens cscccceeeeeeeeeseeeees 27 The login screen RE N N EE 28 LOGGING INTO THE LIVEWIRE APPS 28 THE MAIN MENU 29 SCREEN DISPLAY DESIGN 32 NAVIGATING AROUND THE SCREEN 33 4 Table of Contents Cont 1 General Information and InstructiOnS sees sees ee ee ee ee ee ee 33 2 The Data Summary Table scccceeeeeeeeeeaes 33 3 The Record Data Fields aka the Text BOX S ees ee se ee ee 33 4 Bottom Row ButtonsS ees ere sees ee ee ee ee 35 Additional DUUOPS ees Doe N Ee dee Pe 36 5 The Reference Number Control ese ee see ee Ee ee 36 6 Additional Panel S ees ee ee ee Re ee 36 THE REFERENCE NUMBER CONTROL 36 Entering DateS sesse ss ese ee ee 40 USER INTERFACE AND INTERACTION 42 Validation ee ee ee ee 43 WOU RE EE 44 Validation Es ENS SR ee de 44 PROGRAM TYPES 47 PRODUCTION ACTIVITIES ees Hess EE ee N Se ese 47 INQUIRIES amp REPORTS osse GES Reese es AT TYPES OF PROGRAMS amp DATA FILES 47 OPERATIONS os ssesess sesde eva dee 48 FILE MAINTAINANCE secissooncocsccscsesusssbabsssseasses 48 DATA FILE TYPES 48 Table of Contents Cont TRANSACTION FILES 2e soe Se eg 49 HOLDING FILES sistiese sesse ee sees
50. dual records remain somewhat stable for a long time As an example once a customer is added to the sys tem his record may not change in any significant way for a long time The same would be true for the financial statement account record Cash on hand after is entered into the General Ledger chart of accounts Adding new records to the Base Files is an on going process Frequently you will all new cus tomers to your customer file and new inventory items to your inventory file This is done using a File Maintenance program The File Maintenance programs allow you to view add new records and modify certain infor mation for records contained in each of the base files You can also delete records but this is not very often and must be done with caution 48 TRANSACTION FILES There are also Transaction Files Usually these relate to the accounting Apps For example invoices generated and sent to your customers and the invoices you receive from your suppli ers are common examples of data entered into Transaction Files New transactions are generated and entered into your database frequently often once each day Transactions can be generated by Data Entry programs For example you may enter a batch of credit memos Most of the Processing Programs will auto matically generate or spin off a batch of transactions The program to calculate monthly finance charges for example will create a new transact
51. e However the following types of data are saved on your local network drive e Reports you print These are saved as PDF files on your local hard drive e Templates for your Custom Forms These include job jackets checks you print custom er monthly statements etc e Images for your Marks such as color bars registration marks etc that are placed on a layout 18 The computer monitors should be of good qual ity a screen size of 24 or larger and have a good screen resolution Particularly for the Apps that display printed product diagrams or layout designs you should have a resolution of 1920 x 1080 You should have Adobe PDF reader installed Reinted reports several schematic diagrams and drawiings of fold patterns and press sheet lay outs are generated as PDF doucments CUSTOMER SUPPORT SERVICES What is our customer support model For our customers hopefully like you this is perhaps the most frequent and the most import ant request Live customer support services are available from our Customer Support Represen tatives CSRs By keying a Mayday key from any screen of any app you instantly initial a Help Request A CSR should respond shortly usually within an hour or two Who are our CSRs The CSR may be an employee of Livewire but frequently they are independent representatives They have been certified by Livewire as being knowledgeable in their Topic Are
52. e right side you can see 7 binding machines there may be many more but you need to scroll that panel to see the others Some files contain several thou sand records but most have less DATA SUMMARY TABLE All File Maintenance programs have a Data Summary Table on the right side In this exam ple you can see 7 binding machines shown in the table there may be many more but you need to scroll that panel to see the others Some files contain several thousand records but most have less Regardless of how many re cords the Data Summary Table will contain them all Of course the database could hold many millions of records but no Livewire Apps antici pate more than a few thousand In the Data Summary Table one record will be selected and highlighted Its detail information will be shown in the Text Boxes on the left side In this case there are 68 Text Boxes on this File Maintenance program s screen display These are shown with each one having a reference number 1 to 68 but there may be more below if you scroll the display using the scroll bar on the right side An example of table sequenced in alphabetical order is this table containing several thousand papers Here each type of paper is assigned a ID code Cover Coated CVC followed by a finish ID Coated 2 sides C2S followed by the Weight THE SEQEUENCE OF THE RECORDS The records displayed in the Data Summary Table are always in a pre determined se
53. ecial needs of those who do not fit into a pre defined niche 17 REQUIREMENTS FOR YOUR COMPUTER Hardware and your local operating environment The following are reguirements for each work station that will be operating any of the Livewire Apps Each computer or workstation must be connect ed to the internet The Livewire Apps cannot operate without a continuous connection to the internet If you will have more than one user all worksta tions should be connected to a local network so that each user and each computer can access local data files These will be normal folders containing files such as PDF images and doc uments jpeg or other images and some word processing documents Also when the Apps print forms and reports they may be saved to your local network as PDF documents Java version 8 Each computer or workstation must have the Java runtime software installed All Livewire Apps reguire java to operate Java is provided by Oracle corporation and is available at http www java com A current version 8 of Java is required Note Java is also referred to as Java software for your computer or the Java Runtime Environment is also referred to as the Java Runtime Runtime Environment Runtime JRE Java Virtual Ma chine Virtual Machine Java VM JVM VM Java plug in Java plugin Java add on or Java down load Take note that there is also another programming language Java Script which is used exten
54. ed and why 4 City Sound Beach Couniry Federal Tax Rates 6 C Tex Rate BOS 7 _Mintox M 8 c_Moxtax Eso 9 C_Formul Percent ofsaies III 2 State 3 County 5 Descrip State Zone Tax Rates 10 Tex Rote Ros 11 S_Mintax S 12 svo o S009 13 Form Pereentefsaie e City County Tax Rates 15 Minox SO 16 Maxtox Sod Authority Here this means a combination of Country State City each of which may or may not require Each geographical region where you or any of your customers may be located is subject to a Tax you to collect Sales Tax when selling certain items or services Whenever you add a customer to your file you must link that customer to a Tax Authority That link allows sales taxes to he commuted and added to vonr invoice If you open a dictionary you will first see a ran dom page It may be the G s or perhaps the R s Livewire works the same way For alphabetically sequenced records the middle one is selected automatically then you can move up or down the list to select the record you want Or better and easier you type in the first one or two letters and the selection will go to that point in the list of records displayed in the table In the case of records that are entered sequen tially jobs estimates credit memos invoices purchase orders are examples the first re cord in the table will be selected Since they are sequence
55. eed of your routine file maintenance opera tions You should have read the section The Data Ta bles amp File Maintenance to have a background information required to understand the topic File Maintenance Programs 58 OPERATING THE FILE MAINTENANCE PROGRAMS Usually each software App includes several File Maintenance programs that allow you to view add new records and modify certain information for each of the files Every File Maintenance program operates in the same general manner It is NECESSARY for you as an operator to understand how to use these programs You must know certain rules and procedures and you must understand how their design and operation Tom Farr Supplier File Maintenance This Supplier Description LABMNCI 2 Loc 4 Supplier Type NormalSuppiiers 5 Status 1 ID code 3 Name Bill Payments Settings 6 Auto Pay 7 Take Disc 8 Pay Days early Purchasing Settings 9 Buyer 10 Terms 11 Discount 12 Ship Via 13 PO Note 14 Pvt Note Other Dota Settings 15 Prod Cats 16 Date Last Purch 17 1099 ID 18 Send 1099 19 Paid YTO 20 Balance 21 Contact Inv 22 Contact PO 23 G L Location The Supplier File contains the names and information for businesses people and government agencies to whom you may pay money Business are your normal suppliers affiliates and sub contractors People are employees who submit expense reports or
56. ees who submit expense reports or sales agents who are paid commissions Government agencies are the federal and General Information about Suppliers Inc 1 LABMNC1 Lab M Inc Phila office Contacts numbers and addresses for this supplier Select Number the sales tax records illustrated here use the scroll bar on the right This requires using the mouse but if there are thousands of records and multiple keys it is probably the easiest However what if the record you want isn t ob vious based on its key i e the displayed se quence Say you re looking for a company whose name is amp Jones Inc but you don t remember the beginning of its name In the section titled The Reference Number Control the Search Function was explained Keying S into the Reference Number Control opens the Search mode Then enter some text and all records containing that text will be dis played Other situations described in the Reference Number Control are finding deleted records They if necessary they can be re instated Also most files contain Demonstration Re cords These are records that are not included in your actual data but serve as examples of what type of information goes into this table These are intended for initial training or under standing of the file These are displayed by entering M into the Reference Number control ASSIGNING KEYS Tr
57. ements does this as well OPERATIONS There are data entry programs to enter pay ments debit memos journal entries etc There are posting programs that commit new ly entered data into the accounting system There are calculation programs such as calcu lating the costs when doing an estimate There are processing programs such as com putation of monthly finance charges FILE MAINTAINANCE There are file maintenance programs that allow you to view modify add and delete records in the base files The term base files includes files such as the customer file sup plier file job file inventory file Typically new customers jobs suppliers are being added regularly and this is done using a File Mainte nance program DATA FILE TYPES NOTE The Livewire documentation uses termi nology and explanations of technology strictly the way we at Livewire think and in a very simpli fied manner This is not intended to be a tutorial to explain software programming or database technology The terminology used here is fre quently different than commonly used by techni cal experts Each file in your database contains records which represent a certain type of data For example the customer file contains information about each of your customers and customer is referred to as a record Nearly every program interacts with one or more of your data files Since the Livewire Apps are integrated many of the data fil
58. ence Number Control does similar things but you never need two hands And it 36 Tom Farr Customers File Maintenance This Customer s Contact information 2 Loc 1 CustiD 3 Name 4 Salesperson an Estimate 5 Cust Serv 6 Cust Type 7 Admin Status 8 Prod Status Billing ond Soles Tox Settings 10 PriceCat 11 Disc ORME 12 com 13 QualLvi BYGE 14 Ship EOR 15 PORqd fes71 16 Terms Isl days Neto 7 17 Cruimit TS 2500000 Pool Chester PA 18 Tax Area 19 Fed 22 StTox E 23 faxable sd 25 Local E 26 e Customer Statements and History 28 Late Chg 31 High Bal 32 High Date 33 Setup 34 Last Sale 35 Last Pay 36 Days 41 Teritory 42 G L Loca E me fone FEES 38 Notes Est Dec 14 2013 ay 7 2012 Dec 14 2013 or 18 2014 2 2 Sy amp in 37 Notes Actg 39 Notes Odes i 40 Notes Pice EE Number or Click one of these buttons General information about this Customer Master File This file contains information about your Customers New Customers and perhaps new prospective customers should be added to this file before you do certain things such as entering a Job Order or doing A Job Order or an Estimate must be linked to a Customer The Customer file indudes information such as the address and phone number which are necessary to bill the job or send the estimate Notes for Other Modules Contacts numbers and
59. enu tree en desired program is highlighted key ENTER you can double dick on the program name The Apps and programs tree nodes will be expanded contracted as you last left them In this example the user has been working within the Accounts Receivable App and last worked on the Customer File Maintenance program net You must know and enter your own login ID and password Enter your login ID and password After log in the Main Menu will appear THE MAIN MENU The Main Menu appears after you log in The Apps and programs tree nodes will be ex panded contracted as you last left them In this example the user has been working with in the Accounts Receivable App and last worked on the Customer File Maintenance program 29 Also you can see that this company s license for the Customer Data Tables App will expire on 12 31 2019 And you can see your company s current token balance Tokens are described elsewhere but if the balance reaches zero you will not be able to operate certain programs After you log in the Main Menu will be displayed Navigate up and down the Main Menu tree by using the up amp down arrow keys You can also use the mouse Expand and contract tree nodes by using the left amp right arrow keys You can also use the mouse by clicking on a node Launch the selected program by keying ENTER or by double clicking with the mouse As the first step you should run one of the File M
60. equest and sent to your CSR The System Wide Glossary on the Livewire website is a list of terms and a definition of each term Each term relates to one or more of the Livewire Apps Initially you will see the terms relating to the App you are currently operating Entering Dates When Focus is on a Text Field containing a Date Add 1 day Subtract one day PgU Add 1 week PgD Subtract 1 week HomeAdd 1 month End Subtract 1 month Keying S into the Reference Number Control opens the Search mode Then enter some text Enter the check and payment information 9 CkNbr X 5221 7 10 Ref 11 Check Dated Jan 28 2018 12 Date Received 13 Check Amount 14 Write Off Amt m 15 Enter as Unapplied Payment 55 Open Items for this customer 1 060 00 954 00 15 00 15 00 1 060 00 954 00 0 00 4 16 14 290 0 00 4 16 14 290 0 00 4 8 14 298 0 00 4 8 14 298 15 00 15 00 40 CARTW James Cartwright buyer CHES 0 HARRSN Harrison Cartwright CHES 0 MORRSN Morrison Taylor CHES 0 B TAYLRM Taylor Morrison JCHESO Addresses and emails for this person Request for Customer Support Services b x Please explain the purpose of two commission rates Cancel Request Submit Request mber or Click one of these buttons Select Number Entering CS into the Reference Number Control will open the Request Customer Support Services dialog box
61. es are related to each other For example a customer record in the customer file will be linked or related to that customer s ac counting transactions estimates done for that customer jobs being done for that customer etc Just as there are different types of programs there are different types of data files SETTINGS FILES Settings files are static They represent param eters used by the Apps You can modify most of the data in them but once you have established the settings you prefer they are rarely changed Using an Accounts Receivable setting as an example one setting is terms These are the payment terms you offer to your customers one of these would be selected to appear on your invoices Common terms are COD Net 30 days and 1 10 net 30 Terms such as these are pre set when you first begin using the App However you may want to add additional terms say 2 10 days Net 30 days and 50 on order 50 on delivery or you may want to modify the text Viewing and modifying various settings for an App is performed using a Settings File Mainte nance program This process is discussed in detail below BASE FILES We use the term Base Data Files to mean files such as the customer file supplier file job file inventory file capital equipment file general led ger accounts file etc The Base Files are generally built when you begin using the App Then the indivi
62. et and mod ified in programs called XXX Settings File Main tenance Most of the Apps have a program with this name Your database in the clouds is initialized with common settings but as you begin using the Apps you will probably want to adjust several of them The System Administration App settings are unique these settings can only be viewed or changed by your company s System Adminis trators These settings include assigning per mission levels to each of your company s users ax Commissions These determine what he she can access and do within the various Apps Preferences Preferences determine how information is en tered or displayed Sizes can be in inches amp fraction inches amp decimal or mm and currency can be in or in Euro for example Some pref erences are related to Language date formats number formats and currency formats Defaults Defaults are a value that will be used unless the user specifically changes it Eg a default ink color group of CYMK and a bleed width of 1 8 might be set Pick Lists Much input data appears in the form of a Pick List For example the type of press can be selected litho sheetfed web digital 3 D The user can customize some lists to his her pre 50 Dick Farr Your System Settings The Selected Setting Category veap fa 2 Descrip ustomer Administrative Status Options The Selected Item within the cate
63. free tokens each month thereafter during the entire term of the license For most smaller companies these free tokens are ade quate However with larger companies and heavy usage aditional tokens may need to be purchased 27 LOGGING INTO THE LIVEWIRE APPS The login screen There is only one login screen The login pro cess always applies for all Apps for which you have a valid license When you log into Livewire the software may respond differently for you than for a fellow user in your company Some of the differences between users are Language Each user has a specified locale language and country set in his profile If screen text exists in that language it will appear Locale The term locale means language and country Some locales display dates large num bers and currencies differently Access Authorization Each user has Access Authorization set by your company s System Administrator One user may be able to access a program that another user cannot access Also some users may only be permitted to view data while other users may be able to modify the data Menu State When you exit the Livewire soft ware the state of the menu is saved The next time you log in the menu will appear as you last had it So if you work in the production depart ment your menu will probably show production Apps and the programs you use Another user say one who works in accounting will initial
64. gory 3 Item ID 4 Descrip 5 Descrip 1 6 Value 1 7 Descrip 2 8 Value 2 9 Descrip 3 10 Value 3 11 Notes ferred terminology Standards When estimating as an example you may want to include a 20 00 flat charge for Job Planning or a 20 markup on paper but a 0 markup on outside purchases Items like these can be set up in the User Preferences file Language All software modules are internationalized to accommodate language currency date formats and preferred units of measure pound vs kilo gram inches vs millimeters This is the Accounts Receivable App Settings File Maintenance program Most of the Apps have similar Settings File Maintenance pro grams The top table shows setting Categories and the lower table shows the settings for the selected Category In this example you can see the options available for your customer s administrative status You can add additional op tions For each option you can specify allowable activities for customers assigned that status The screen capture shown here Customer This contains various settings for your System Wide modules General Information about Settings p Admin Hold Slow Pay notice Credit Warning Credit Hold Acctounting approval required Acctounting approval required Account Dispute Bad Debt Closed on Cust Request Acctounting approval required No new activity allowed No new activi
65. guage used by the Livewire Software ADDS ssseeeeeeeeeeeeeeaees 18 ao ie EE 18 Browser Not Reotied ss SERE ESSEN 18 Memory amp Speed ee Ee 18 Internet Connection High Speed ee ee ee ee EE 18 EER N 18 SV RE EE 18 You should have Adobe PDF reader installed ees ss 19 CUSTOMER SUPPORT SERVICES 19 Who are our CERES esse des EDE KEES ED 19 Which CSR will yo del es SES ede 19 Does our CSR know everything Are all CSRs equally qualified What can they do AA EE N 20 Phone support aie Es sees ep 21 System Maintenance ies ee ee ss ee ee Ee 21 Group trainiNg RE ienei 21 On site SUPER EE RE 21 HOW TO REQUEST SUPPORT SERVICES 21 SOFTWARE CUSTOMIZATION 21 Ver 1327 of the app ID 005 10 Lee ee ee ee ee 22 PURCHASING APP LICENSES 23 3 Table of Contents Cont DOWNLOADING YOUR APPS ii EKKE esse Ee See ees 24 THE APP LAUNCHER amp SECURI TY asses esssssisded ies iss dee 24 What are the details regarding App LicenseS esse esse ee 25 Prerequisite ADDED DRS eed 25 What about renewing a license esse ss ee eea 25 What are the App PrereduisitesS ees see eek EE ee ee 25 APP LICENSES AND LICENSE EXPIRATION DATES 25 USAGE TOKENS 26 What are the Tokens and monthly chargeS esse see ee 26 What is a Token Usage Charge ees se ee nnen 26 What is a Token Data Storage ChargeS ee ee ee RR 26 How
66. he Main Menu you can see your company s current token balance Tokens are described elsewhere but if the balance reaches zero you will not be able to operate certain programs If a program launch is attempted when your com pany s token account is too low a message will appear Running a program Job Planning amp Layouts Production Materials amp Equipment App No License Found Jimmy Farr Livewire Software of Philadelphia oken Balance 8056 lca Arraw Kaue ta naviaata tha manu traa 30 To Run or Launch the program that is highlight ed on the menu you can key ENTER or dou ble click it with the mouse The result is a new Screen Display a new win dow opens Saving the Menu state Whenever you return to the Menu the last struc ture the nodes that are expanded and contract ed will be remembered So the programs you last used normally those you use on a daily basis will usually be displayed ing amp Layouts g amp Layout Operations t Job Planning amp Layouts Rep amp Manage Layouts Can Try This ld and Edit Layouts or Delete Layouts omatic Layout Builder hintenance als Problem relates to lipment cheduling 31 SCREEN DISPLAY DESIGN When a program is launched or run by se lecting it on the menu a new window called a Screen Display will appear on your workstation Since the Livewire Apps and each of their screen
67. iles The reason for this is that one customer could have many contacts people or departments with whom you communicate and any of the contact people could have several different ad dresses There is a Livewire App called Contacts Manage ment which covers these particular related files Other examples but these are not the only ex amples of related files are The Price List Quotes files are related to the Customer file the Salesperson File the Paper and Substrates File and the Products Catalog App and its files The Cost Estimating files are is also related to the Products Catalog App and its files as well as the Budgeted Hourly Rates file and the Produc tion Materials and Equipment files Etc One result of these inter connections is that care must be exercised when modifying information in records that are already linked to other tables and files The User Reference Manuals for each of the Apps will discuss the important considerations regarding the interaction and integration of differ ent Apps the related and the cross referenced data files Number or Click one of these buttons ADD DELETE MODIFY PRINT BUTTONS Near the bottom of the screen display of every File Maintenance program are four or five large buttons Near the bottom of the screen display of every File Maintenance program are four or five large buttons You can click one of the buttons by using the mouse or by enteri
68. imates purchase orders products etc When you call a program the related records are displayed in this Data Summary Table In the illustration item 2 is the Data Summary Table showing all your customers Keying the up or down arrow key or the Page Up Down will transfer focus to the table 2 Once the table has focus it becomes outlined with a red box keying the arrow keys will select the next row up or down in the table The Page Up and Down move the selection about 6 rows Keying a letter will move the selected table row to the record starting with this letter Keying a second or third letter will move the selected table row to the record starting with the sequence of letters you have keyed Keying F would show the first F and then keying R would move to the first customer ID starting with FPR Keying ENTER or clicking on a row will fill in all the information for the selected record This re cord s information will then fill the Text Boxes 1 to 42 in this example 3 The Record Data Fields aka the Text Boxes The program generally displays and allows you to edit the various Text Box fields pieces of information for one of the records In this example they display information for one of the customers In this example the Record Data Fields the Text Boxes are numbered 1 to 42 and show the information for the selected customer CeRoma Inc The Record Data Fields are
69. ion actually a new invoice or debit me mo for each customer having over due invoices It is very unusual to edit accounting transac tions once they have been added After creating a batch of transactions they are normally posted by running a Posting Program Once posted they are committed and become part of your accounting records HOLDING FILES Holding files contain data that changes frequent ly and does not affect the accounting functions This data is generated by Calculation Programs such as computing and re computing production scheduling data or estimated hours and cost to manufacture a potential job 49 Once the new data is computed there is no in terest in maintaining the old data So the size of these files fluctuates up and down HISTORY FILES Some files accumulate data for historical anal ysis purposes Sales history purchase history and job archives would be examples This data is normally used for analysis reports to evaluate performance and to estimate future results based on historical results THE SETTINGS FILE MAINTENANCE Most of the Apps have a program named Set tings File Maintenance These programs allow you to view and edit certain Preferences Op tions and Defaults for that App DESCRIPTION There are many miscellaneous pieces of data that can be set up and customized for your company These are referred to as Preferences Options and Defaults and they are s
70. ion cannot be subsequently modified However in the case of sizes you have the ability to adjust the individual dimensions after selection Note The first selection is 0 x O This is intended to be used when you wish to manually enter the two dimensions 86 is a button Keying 86 clicks this button labeled Calculate In this example the production time required is calculated and displayed This is useful to verify the production parameters you have entered the speed the set up time etc The calculation is for this machine to pro duce the indicated quantity 10 000 as shown in 75 and the indicated number of Pages and the indicated Page Size 11 on this Display Screen is a date To enter or edit a date 5 Pockets 6 Min Final Size a 8 Max Final Size fir x 10 Min Thick AE 11 Max thick Be 4 Deseip Perfect Binder 40 Ui l When Focus is on a Text Field containing a Date a period sets to today s date Add 1 day Repeat key adds 1 day for each keystroke Subtract one day Repeat key subtracts 1 day for each keystroke PgU Add 1 week Repeat key adds 1 week for each keystroke PgD Subtract 1 week HomeAdd 1 month Hagcanen EYE PEL 2 Type Bind 3 Machine ID 4 Descip HEEE 5 Pockets DEE 6 Min Final Size Bo xe __ 8 Max Final Size aa Ma 10 Min Thick Me 11 Max thick ba Trims amp Lap Allowances Default value min and max 12 Trim D Jog BA
71. ior to reading this document you should first read Getting Started The Website https s3 amazonaws com lwpdf 000 GetStart ed Website pdf This document covers functions that are done on the Livewire website The functions discussed in this document are e Your computer workstation requirements e How to register on the Livewire website e How to add users for your company on the website e Assigning website roles to each user e Downloading or viewing user documentation e Viewing demonstration videos e How to purchase Livewire App licenses Getting Started The Livewire Apps K 2 Java PER gt ENTERPRISE EDITION Aye https s3 amazonaws com lwpdf 000 Get ting Started With Apps pdf This document deals with following topics e How to download the Apps you have pur chased e How to authorize the downloaded Apps to save data on your local disk drive e How to launch the Apps Login screen e The Main Menu How to select an App and one of its functions programs Your System Administrator System Administration App User s Manual https s3 amazonaws com Iwpdf 000 Sys tem Administration pdf This document includes information about a spe cial App named System Administration App Your company may have more than one System Administrator but only those individuals can access this App The Livewire Apps are are written in Java utilizing the most current techno
72. ld never have to pur chase tokens Free tokens are provided for each software App Larger companies having more users and larger database files may have to purchase addition al tokens from time to time Since the Livewire Software Apps are provided as a service us age charges are somewhat like your cell phone charges you are charged when you run certain Apps and when you have larger database files Some Apps have a Token Data Storage Charge and other Apps have a Token Usage Charge per calculation Tokens provide a method for us to offer a free tri al period with new licenses and it is also a meth od to ensure that smaller companies say a company with a single estimator pay less for operating the software Apps than a large compa ny say a company with three estimators If you are a small company the free tokens each month should be adequate to operate all your Apps But for a larger company the free tokens may not last through each month so you they Payments Transactions Account Inquiry mer Relationship Inquiry AR Forms amp Reports ute Late Fees Sales Tax C AJR Acctg Period tenance DELIKE Can Try This people CSRs Estimators p Territories File b Tax File Categories mer Product Preferences ettings Problem relates to counts Payable of Accounts iction Equipment eted Hourly Rates Many Apps include free tokens when the license is purchased Plus you receive additional
73. le examples Some of the main features and benefits will be explained 72 Question Category Category Description Weekly updates about what others are asking new features being released who we are our mission statement our Personal Ad and user testimonials These are answers that will give you insight into who we are why we have suddenly appeared on the scene how we carry out our business and how you will be treated over the coming years Background Information Answers to basic questions about the products we offer our prices our target markets the suitability of our Basic Questions software for your business how we provide superior customer support how you can see the software in action and our products roll out schedule Answers to questions like what is our software implementation model how is the software delivered what database is used what you need on your premises how many users can you have how big can your business Technical Details be how many total customers can we support will more customers deteriorate your system s performance what about customers in USA India Europe China South Africa South America can we provide customized apps what about upgrades and new versions Answers to questions like how we perceive and treat our customers why haven t you heard about us before Our Relationship With You what are our policies our business practices who works for us who and where
74. leeds baar W o cat BET EE 21 Quan 6697 22 Over BET 23 oi Ink and Coatings 24 ColorsF 25 ColorsB 26 Varnish Font tena soc Nena 28 Versions 30 Group ID 31 Book ID 32 Trims Jog EE Foeef Foo 36 Lap Size Be Side EET Up z Gap 40 Rotate S Osa aaa ever fatal 42 Flip Specs ose fiaa ever fata 44 Binder 45 Job Number nn 53 Quality SS 8 pg Sig No size stock colors ID ll G10 1407 Work Book H 46 Customer 47 8ustCut Ne 7 48 cop 49 Component Type 50 Sequence mm 51 Oblong 52 Notes mune ee Select Number Select Product Building Method MEMEL IN Tom Farr Invoice or Debit or Credit Memo Item Entry and Edit Verify Acctg Period amp Location for these entries 1 For Acctg Year Rois 2 For Period 5 sid 3 From 4 23 14 4 To 6 20 14 5 Acctg Loc Philadelphia This Invoice or Debit or Credit Memo Item 6 ltem Type 7 Customer 8 Reference 9 Item Date 10 Terms 11 Due Date The Dollar Amounts Debit and Credit entries add or subtract the amount certain customers owe you Generally these entries go to the specified customer s accounts add to subtract from your Accounts Receivable balance and generate other entries into your G L module However some entries such as entering opening balances may not generate G L entries at all General Information about
75. logy Your database is in the clouds This App provides overall control of your compa ny profile your company s users and what user permissions each user has you company s basic financial parameters such as when your fiscal year begins and what the beginning and ending dates for your accounting periods are g System wide Functions Your product catelog system settings defaults custom reports and more Group ID 005 A Quoting Estimating amp Job Planning Cost estimating price list quoting and more Group ID 030 8 Jobs amp Production Management Job Control Center job jackets job billing and more Group ID 050 od Production Control Job tracking production scheduling and cost collection Group ID 060 fs Accounting Accounting Apps include Accounts Receivable Accounts Payable Payroll timec Group ID 100 Business Analysis amp Management Information Sales and purchasing analysis State of your business snapshots Group ID 150 Yt Stand Alone Apps Stand Alone Apps are not integrated into the entire Livewire Software System like other Apps They function independently and are intended as useful tools and are provided at low cost Group ID 300 The 40 Livewire Apps are organized into Product Categories as seen from this page on the website A cate gory can be selected to reveal the Apps in that category 10 DEFINITION OF APPS AND APP SUITES The Livewire Software Apps Live
76. losed the finance charges for the next period can be processed Generally these processes should be done just before closing the period So shortly before closing the period you would normally calculate and post finance charges calcu late sales commissions calculate and print sales tax reports Then so the new finance charges will be included print customer statements e Any new Transactions after closing the current period will go into the next accounting period unless you specifically specify them as prior period entries e The General Ledger accounting period will be notified that the A R period has been closed The General Ledger accounting period cannot be closed until the A R A P Payroll and Work in process functions have all been closed Closing the year When the last accounting period of the account ing year is closed certain extra functions are done in addition to the monthly closing functions No additional action on your part is required 69 At the end of the A R accounting year the follow ing are done For each salespersons and each Sales Ter ritory the year to date sales history a table showing sales guota and actual sales for each accounting period of the year is transferred to last year s history and the current year to date history is set to zero 70 FINDING HELP AND DOCUMENTATION Help and user documentation can be found on an App Category as sh
77. ly the process goes as follows lol d Cost Estimating Production Materials amp Equipment App Licensed through 2019 12 31 om Farr Live SW Development oken Balance 7701 Use Arrow Keys to navigate the menu tree 42 Tom Farr Binding Machines File Maintenance This Binding Machine Description General information about the Press File L R Arow keys scroll this text 1 Location 2 Type Bind Perfect Bind 3 Machine ID 4 Descrip 5 Pockets 6 Min Final Size 8 Max Final Size x 10 Min Thick me 11 Max thick Bra Trims amp Lap Allowances Default value min and max 12 1im D ET Jog BAS Foce MA Foot BET 16 Trim min MT Jog pA Foce MA Foot BIST 20 Trim max me Jog pne roce ii 3z Foot pis 24 Lap EI Min EI Max Pe Jeo 28 Cv D o SASH Face MA Foot BSD 32 Cvrmin me Jog me JFoeefg 7 Foot ve 36 Cvr max vz Jog uz Facef72 _ Foot MET 40 Cvrlap BET Min BE Max BE Eag ET Cover Feeder and Covers Information 44 Coverfeed ies 45 CvrIxt Match es 46 Max Spine FT 47 srd 4th Score of MS 48 Mult Up M2 mn ME vo BA up BES 52 Cost Center This file contains the basic information for each of your binding machines Binding data such as trim allowances are generally selected automatically based on the characteristics entered here The hourly rates are in your Budgeted Hourly Rates File Test Your Binding Machine Settings Enter data for a test job
78. ly see different Apps and programs on his her menu Your name will appear in the title of each screen To log in you must have established your login ID and password on the Livewire internet site www LiveWireSoftware com or you must have been added as a user by your company s Sys tem Administrator Your workstation must be connected to the inter I Sign In to LiveWire if LN LiveWire Software Systems A Unique MIS designed by true craftsmen Enter your login information Your User ID Your java version is 1 8 0_25 1 7 or higher is required LiveWire Print Management System Menu Welcomes Tom Farr 1 LiveWire Software Apps Cost Estimating List Quoting n Equipment amp Materials Job C Center Job Planning amp Layouts add S j Job Billing j Inventory Control i Purchase Orders Customers amp Accounts Receivable bs Inquiries S P AR Account Inquiry Customer Relationship Inquiry print A R Forms amp Reports Operations Enter Edit Debits amp Credits Enter Payments Post Transactions Compute Late Fees Sales Tax Close AR Accounting Period File Maintenance Customer File 5 people CSRs Territories File Commissions Estimators b Customers amp Accounts Receivable System Settings Defaults and User Preferences App om Farr uvekirsnged through 2019 12 31 oken Balance 7701 e Arrow Keys to navigate the m
79. ment Status Not Complete s Estimated Full Release 2015 02 01 duction Control Accounting i Oo iness Analysis amp 8 Products Ca Management View Licenses View Documentation View Videos Information A System Wide App ind Alone Apps Item s ID 010 10 iplete Packages Development Status CMQ This App requires data storage to operate Additional fees may apply User Documentation ocumentation App ID 010 10 Group ID 005 View or download PDF documents port Services amp describing various aspects of the LiveWire software Apps Tokens f i g Production Materials amp Equipment View Licenses View Documentation View Videos Demonstration Videos A System Wide App Watch demonstration and training videos Each App has a page showing the available documentation for the App and another page showing the avail able demonstration videos 71 Document Specifications for App Custom Reports Forms and Emails View or download a 4 6 page PDF document describing this App including specifications regarding the features and benefits that are included ee Document Document Getting Started with the App Custom Reports Forms and Emails Download or view a PDF document describing this App and providing instructions for initializing the basic settings and datafiles reguired to begin using the App Any prerequisite Apps that may be required are described V ee Document
80. mit Search Phrase Question Category Category Description called Cloud computing Description of our products More details We develop and market innovative business management and operations control software The software and customer support services are provided using a Software as a Service SaaS business model This is often The software includes about forty tightly integrated Apps such as accounting cost estimating job planning job activity tracking inventory purchasing production scheduling and management information functions Our customers are world wide They include small businesses as well as the printing services departments of universities corporations and government agencies Customers purchase licenses to use selected software Apps on a monthly annual or three year basis In addition for larger companies ongoing usage fees and support service fees may be charged Typically new customers purchase an initial suite of Apps Then they add additional App licenses over time New Apps are continually being developed and added to our product line Unlike Mass Market Software Apps the Livewire Apps are a tightly and smoothly integrated set of forty Apps highly specialized to serve very specific industries This integration and sole source design makes them central to the user s business operations but also necessitates a much higher level of implementation training and ongoing support services Also cust
81. more than one business location BATCHES 67 A Batch is an accounting term It means a group or a batch of transactions that have om Farr Post Accounts Receivable Transactions Verify Acctg Period amp Location for these entries General information about posting ForAcctg Year BO 2 ForPeriod B p From asia 4 To Br20 14 Some or all of the A R transactions shown in the table will be posted to the supplier accounts ales Philadelphia Transactions for the Next month will NOT be posted The Current Accounting Period is shown in 1 to 4 The Batch being posted Batch ID Activity ID Joumal 2014 05 Aeetgrd fF Location TPF tch i fi Batch information IPE 2 Opened 10 4 14 11 25 AM 3 Closed 1 Created 5 Trans File 5 Items 7 Value 3 Note In order to provide the best possible audit trail all accounting operations are assigned a batch ID Another reason to assign batch IDs is to enable working on the current month and the next month simultaneously This is often necessary near the end of the month as an example been generated together in the same manner usually at the same time and usually by the same person Imagine if you received 5 000 checks per day To keep things under control you might break these into 10 batches of 500 checks in each batch and each batch might be processed by a different person Then each batch
82. n necessary you can always see or find the ID code from a computer screen mobile device or printout because they are always displayed together with the name The automated process by which Livewire Apps generate a unique ID is Example The Great Atlantic Tea Company First internally the name is capitalized Result so far THE GREAT ATLANTIC TEA COMPANY Then starting with the customer name certain words and characters are removed E g THE A MR MRS Result so far GREAT ATLANTIC TEA COMPA NY Then get first 4 characters converted to upper case Result so far GREA Then remove the vowels and spaces from the remaining characters Temporary result TTLNTCTCMPNY Then add the next two characters Result so far GREATT Then this ID must be unique there cannot be another ID which is the same So if necessary a numeric suffix is added Result so far GREATT014 NOTE Say you have a customer U S ARMY but this customer has 150 distinct army bases each of which purchases and processes your invoices independently That is to say each one is a separate and distinct customer from an accounting perspective From the above discussion the ID codes would be USARMY001 USARMY002 Etc However for customers suppliers G L Account numbers and some other files there is a second key LOCATION So for any customer you can manuall
83. ng its reference number in the Reference Number Control 88 Save This When you change any information on the screen the 88 Save This button turns RED When you Click it the change is permanently saved in your database When you change any information on the screen the Text Box displaying the information turns purple this reminds you of which informa tion has been changed After you click the 88 Save This button and after your changes have been sent successful ly to your database in the clouds the Text Box color will return to its normal blue This provides positive verification that your changes have been accepted 87 Create New Frequently you will need to add new records into one of your files When you click the button 87 Create New it turns RED indicating that the dis play screen is ready to accept information about the new record you are about to add Also the Save This button turns RED and waits as you enter the information for the new record To add a new record click 87 Add New The button turns RED and its caption changes to Select Number onfirm Delete 62 ADDING Also 88 Save This button turns RED When you have entered the new informa tion you must click 88 to save the information into your database NOTE 1 When you add a new record only the fields 1 2 and 3 are set to blank in the supplier file of this example 1 the record
84. nology When first downloading you must authorize the software to save data to your local hard drive The software main menu can run continuously as long as your computer is operating If any updates to the software are made by Livewire you locally saved copy will be updated ARE THE APPS SUITABLE FOR YOUR BUSINESS Livewire Software Systems products include about forty tightly integrated apps such as ac counting cost estimating job planning job activity tracking inventory purchasing produc tion scheduling and management information functions We develop and market innovative business management and operations control software The software and customer support services are provided using a Software as a Service SaaS business model Our customers are world wide They include small businesses as well as the printing ser vices departments of universities corporations and government agencies Customers purchase licenses to use selected software apps on a monthly annual or three year basis In addition for larger companies ongoing usage fees and support service fees may be charged Typically new customers purchase an initial suite of apps Then they add additional app licenses over time New apps are continually being devel oped and added to our product line Unlike Mass Market Software Apps the Livewire apps are a tightly and smoothly integrated set of forty apps highly specialized to serve very spe
85. nu Run a File Maintenance Program to get start ed THE INFRASTRUCTURE Are our Apps based on Cloud Computing aka Software as a Service SaaS We use Amazon cloud services as the Infrastruc ture provider They provide your web services technology as well as maintaining your data base What is Cloud Computing and SaaS Cloud computing exhibits the following key char acteristics Agility We use multiple servers with load bal ancing technology Whenever needed we can add additional servers instantly We use servers located in over 25 data centers around the globe Operating Cost The cost for computational pow er and database operations is vastly reduced compared to on premises hardware Usage fees allow to pay only for what you actually use Up Front Cost This technology has low up front costs It converts capital expenditure to operat ing expense This lowers startup barriers for you Less in house IT skills are needed Device and location independence Users can access systems using a web browser regardless of their location or what device they use e g PC mobile phone Maintenance is easier because nothing needs to be installed on each user s computer and can be accessed from different places Cloud infrastructure provides sharing of resourc es and costs across a large pool of users thus allowing for e Centralization of infrastructure in locations with lower costs such as real estate elec
86. nventory Size of database No limit Ais adie Number of users No limit Operating speed Fast interaction fast calculations Features Wide range amp depth REE THER Customizable Works the way you like Livewire Apps and their supporting infrastructure make them suitable for most small businesses in the printing construction and some wholesale distribution businesses companies The printing industry is characterized by many very small businesses A high percentage of printing companies have fewer than 50 employ ees Our apps are suitable for a wide range of com pany sizes from very small companies with 5 to 10 employees to larger manufacturers having several hundred In addition we address the special needs of the printing services departments of universities corporations and government agencies DO WE SERVE IN PLANT DEPARTMENTS The printing services departments aka in plan services of universities corporations and government agencies often have special require ments that differ from those of a commercial business Several of our apps are specifically intended to address these requirements Budget Control Frequently various departments within a univer sity corporation or agency have annual budgets which are established These may be for each department but may also be defined in terms of funds or projects Requisitions or orders for printed produc
87. od with new licenses and it is also a meth od to ensure that smaller companies say a company with a single estimator pay less for operating the software Apps than a large compa ny say a company with three estimators If you are a small company the free tokens each month should be adequate to operate all your Apps But for a larger company the free tokens may not last through each month so you they must purchase more tokens to replenish your tokens account What is a Token Usage Charge Our Token Usage Charge represents a fee we charge when you run certain programs for example running a cost estimate may cost 3 tokens What is a Token Data Storage Charges The token Data Storage Charges serve a sim ilar purpose as the tokens but apply for Apps that do not involve distinct calculations such as calculating an estimate or a layout design An example would be the Accounts Receivable App Instead of charging tokens this App has a monthly charge of xx tokens for each yyy customers in your database Again for smaller companies these charges should be covered with their free tokens But for a larger compa ny having a large database the data storage charges may require additional token purchases How do you monitor your token charges When you visit the User s Lobby you can see your company s current token balance all token charges for each App and each of your compa ny s
88. oducts Catalog 2015 12 16 100 10 Customer Data Tables 2015 12 16 110 10 Supplier Data Tables 2015 12 16 When you purchase an App license you may specify that you need a customized version In this illustration the customer has a customized version of the App ID 005 10 As shown here his version has been assigned version 1327 22 PURCHASING APP LICENSES The first step is to register yourself and your company if you have not yet registered on the Livewire website From the website you can download a docu ment Getting Started with the Website and Livewire Apps which contains information about the Livewire website This document includes the procedure to reg ister view documentation about the Apps view demo videos for the Apps and other information you need to know before purchasing licenses Here is a link to the document https s3 amazonaws com lwpdf 000 GetStart ed Website pdf This document also describes the prerequisites you will need before you can operate any of the Livewire Apps One thing is you need to have the Java Runtime software version 8 0 or later installed on your local workstation There is also another document Getting Started With the Livewire Apps which covers the following topics How to download the Apps you have pur chased How to authorize the downloaded Apps to save data on your local disk drive How to launch the Apps Login screen The Main
89. om forms your product images etc are saved on your local hard drive Your business accounting and production data f P License App ID Name of the App Expires Days OK 005 10 System Settings Defaults and User Preferences 2016 01 04 331 005 20 MK 2016 01 16 343 005 30 Starting applicationi x 2016 01 25 352 005 40 2016 01 16 343 Verifying application 010 10 rig app LL 2015 12 16 312 042 00 2016 01 10 337 100 10 Location http 54 175 158 51 8080 2016 12 16 678 110 10 2016 12 16 678 x Do you want to run this application Name LiveWireQuickImp Publisher UNKNOWN Location http 54 175 158 51 8080 a Running this application may be a security risk Risk This application will run with unrestricted access which may put your computer and personal information at risk The information provided is unreliable or unknown so it is recommended not to run this application unless you are familiar with its source More Information Select the box below then click Run to start the application Cera I T accept the risk and want to run this application generated and used by the Livewire apps is saved on your database yes it s uniquely yours not shared that is on several database servers in different Amazon data centers Your data is continually replicated Using this deployment option you can run mis sion critical workloads with high availability and built in automated fail over from your prima
90. omized variations of particular Apps may be required to meet a customer s special needs Refer to Shop Categories link on this website for all product categories all apps documentation and demo videos EG 39 17 Entering X will close the Search operation if it has been opened 18 Entering D will display all the Deleted re cords By selecting one then re saving it the and all records containing that text will be dis played Keying D into the Reference Number Control displays all Deleted records A new button 85 deleted record will be restored Restore also appears By selecting one of the displayed Deleted records then clicking the button 85 Restore the deleted record will be restored 19 Entering M will display Demo records This are records that serve as examples of what information goes into each Text Box field These are useful for learning about the soft ware when the user is new and unfamiliar with the App Keying H into the Reference Number Con trol where is the reference number of one of the Text Fields on the display will open a window of the Livewire website There you will see the 20 Entering CS will open the Request Cus Livewire System Wide Glossary tomer Support Services dialog box There you can enter a message for your CSR The program you are currently running and your recent activity will automatically be appended to you r
91. own in the center the Livewire website panel of this image The circled category is System wide Functions All Apps are it NEWIE SOME Com grouped into one of the App Categories 1 Click this link for the Frequently Asked so Click link on this one or any of the other Questions FAQ App Categories 2 Click this link to display the LiveWire Prod 4 This shows the link to click on for docu uct Categories amp App Selection This is mentation that is general in nature that shown in this image is documentation that applies to all Apps and general information relating to this website getting started and Livewire poli cies 3 To access documentation and demon stration videos for Apps you first select LiveWire Product Categories amp App Selection Browse Apps or Items in this category using jhe left panel Special limited time offegs General Documentation and D Links to purchase Usage piempanc You can select a different category using the ay be shown in the top of Mexight panel no Videos not for ny specific App ares bottom right fOkens and Customer Suppo are on bottom right system wide i unctions g SysteSattings Defaults and User Preferences 20 off cont na ing Estimating amp View Licenses View Documentation View Videos 1 year license Job Planning A System Wide App Coupon ID E 152 oF Expires Apr 2 2015 ys amp Production Item s ID 005 10 Vianagement Develop
92. properly i e the way YOU handle commissions it would be a major problem Either you resort to an external manual spreadsheet procedure which would not tie in to your general ledger and require addition al manual data input OR you have the software customized Thus with an integrated suite of apps designed to perform nearly all computer activities within a small company or printing department the ability to provide customization of the software can be crucial Customization Beginning in the early 80s business advisors realized the importance of a totally integrated system When you do an estimate the results should flow seamlessly into your open jobs and production scheduling systems And when you bill the job the results should flow seamlessly into you re A R and G L modules No additional data entry no mistakes total auditability The more modules apps you operate the greater the likelihood that one of them doesn t perform exactly as you require This leads to ex tra work the possibility of errors and oversights Accepting this is a major compromise and it costs you time effort and probably money Large companies have data processing depart ments and programmers because they need them For smaller companies they often feel pressure to just accept it as it is We at Livewire have examined the issue of cus tomizing apps in depth We can do it It is integrated into our core soft wa
93. quence Humans expect data to be organized se quenced in a certain manner The expected sequence depends on the nature of the data So this is how Livewire presents the data For records that have and are normally identified by names your customers suppliers and types of paper are examples the records are alpha betical and ascending They go from A to Z For records that have and are normally identified by numbers jobs invoices and estimates are examples the records are arranged numerically based on their assigned number But the num bers are usually descending They go from 9 down to 1 The reason for this is people are generally more interested in the most recent the highest num bered item so they are at the top of the list Sometimes a screen display will have two tables here the customers are in alphabetical se Tom Farr Stock Sizes and Forms File Maintenance Description of This Stock Type Finish Size Form 1 Type Wt 2 Size ID 3 CatID by a Finish then Weight then Color EG an 807 Matte Cover would begin with CVC meaning Cover Coated Papers and other substrates are defined by an ID Code beginning with the Stock Type This is followed i The matte finish is MAT So the ID Code could be CVC MAT 080 WHI For the U S paper weight system the weight is the basis weight You can substitute the caliper for the 7 o D x General inform
94. re delivery system 21 How can customized software be offered It can be found here Unlike Mass Market Software Apps the Livewire http LivewireSoftware com apps are a tightly and smoothly integrated set of forty apps highly specialized to serve very specific industries This integration and sole source design makes them central to the user s business operations but also necessitates a much higher level of implementation training and ongoing support services Also customized variations of particular apps may be required to meet a customer s special needs This screen display image shows that this user has a customized Ver 1327 of the app ID 005 10 This is displayed when looking at his licensed apps on this website in the User Lobby section In this case when the app is called the unique custom version is automatically loaded Before you can begin working with any Livewire App you must purchase a license for the App Purchasing App licenses is done on the Livewire website nmy Farr Livewire Software of Philadelphia Amount Due 180 20 Tokens 7654 Monthly Token Usage 0 Your Current Licensed Apps License App ID Name of the App Expires OK 005 10 System Settings Defaults and User Preferences 2014 12 16 X Ver 1327 Beta Version 005 20 Contacts Management 2015 12 16 005 30 Custom Reports Forms and Emails 2015 12 16 005 40 Data File Imports 2015 12 16 010 10 Pr
95. ry database to a synchronously replicated second ary database in case of a failure Is your data secure Security has different meanings Can your data be lost Like what if the hard drive crashes You data is on multiple servers It is instantly and continually replicated on different physical serv ers which are located in different geographical locations If there is an earthquake say at one location the other locations will immediately take over Can someone else hack or get your data First the Amazon web services is enormous it serves 4 very very large operations all around the world It has excellent security measures in place Sec ond the most sensitive types of your data your customer s artwork their uploaded files etc are saved only on your own local hard drive Also although your business data is very import ant and confidential it isn t of interest to hackers There is no credit card information no personal social security numbers no medical records Where is the software The Livewire apps software is located on some of our servers When you are ready to run an app part of the software is downloaded to your local machine PC Mac This software is called the client portion and it is downloaded using Java Network Launch Protocol JNLP The other part of the apps software runs on our servers The communication between you and our servers takes place using web services tech
96. s adding a new piece of production equip ment and testing its integration into the estimat ing and scheduling Apps computation and or analysis of budgeted hourly rates Developing customized versions of an App Normally this would involve adding some addi tional functionality or altering a calculation meth od within an App Group training From time to time we offer training classes for a group of customers These may be held in any city The times and locations are based on cur rent demand On site support ACSR can come to your facility to offer training trouble shooting and other services This has a minimum of 7 hours but could last for several days Travel time and expenses will be billed in addition to the time spent on site SOFTWARE CUSTOMIZATION HOW TO REQUEST SUPPORT SERVICES While running any of the Livewire Apps enter CS into the Reference Number Control and the Request for Customer Support Services will appear as illustrated on the left The program you are currently running as well as your name and company information are auto matically inserted into the Request Form Then enter a message and submit the request When you have a single app e g a spread sheet or word processor it does what it does and you use it within its limitations However if the app was as an example for billing your customers for their jobs and it didn t handle sales commissions
97. se 49 HISTORY FILES eerie 49 DESCRIPTION sesse GE Ge 50 Preferences EE ee ee 50 BG NS nsina 50 PICK iste iss GR GEE 50 THE SETTINGS FILE MAINTENANCE 50 Standard S EE a 51 Language skanse ek SEDES SE SR AK 51 THE BASE DATA FILES 52 WHAT ARE FILES AKA DATA TABLES ee ee ee ee ee ee 53 OPERATION OF A FILE MAINTENANCE PROGRAM ee ee 53 DATA SUMMARY TABLE ee ee ee ee ee ee 54 THE SEOEUENCE OF THE RECORDS es iese esse Se Ge seed 54 THE INITIALLY SELECTED EEGORDE ees ee SE si 55 THE SEARCH FUNGTIONP esse ses ee ee 55 ASSIGNING KEYS ee ee ee ee ed 56 ALPHABETIC KEYS ssssaseeecccseottaicaccecescesceacss 57 NUMERIC KEYS ee ee 58 OPERATING THE FILE MAINTENANCE PROGRAMS 59 SELECT THE RECORD YOU WANT TO VIEW OR EDIT ee ee ee ee 60 MODIFY ANY FIELD eo es ee is ee 61 RELATED RECORDS IN OTHER FILES SE SS Ses Ee seed 62 ADD DELETE MODIFY PRINT BUTTONS ee ee ee ee ee ee 62 CUSTOM REPORTS FORMS AND EMAILS 65 Table of Contents Cont PROCESS TRACKING 66 GENERAL ACCOUNTING OPERATIONS 66 ACCOUNTING PERIODS 67 BATCHES 67 Posting Baltiese oie 69 Closing the DeriDd si ERK RES ARE 69 Closing the VERF eb Ag Ge 69 FINDING HELP AND DOCUMENTATION 71 User s General Overview of the Livewire Software Apps INTRODUCTION This document pertains to all Livewire Apps in general It does not focus on any specific App This document should be read before you begin
98. sively in web pages Java Script operates within a web browser such as Safari Mozilla or Internet Explorer Java script is not the programming language used by the Livewire Software Apps PC or Mac Your workstation is usually a PC or Mac It can be running another operating system such a Linux but it must be Java compatible Browser Not Required It does not require a Browser e g Internet Explorer Mozilla etc Safari etc to operate the Apps but initially you must access our website to register purchase your software licenses and usage tokens Memory amp Speed It must have adequate RAM memory and speed 2 GB or more RAM 3 GHz or faster pro cessor Internet Connection High Speed Your workstation MUST be constantly connected to the Internet It can be directly connected or be connected to your local network a LAN that has an Internet connection Every program you operate MUST access your Data Base over the Internet So IT IS EX TREMELY IMPORTANT to have an excellent high speed connection Printer Your workstation should have a printer or be con nected to your local network a LAN that has a printer Disk Drive Your workstation should have a hard drive disk or be connected to your local network a LAN that has a disk drive for storage Note Your database and most of your data files are in the clouds so you have little need for local disk storag
99. t then RETURN Easiest to enter 05 for 5 so you don t enter RETURN However if one of the special preface char acters are entered first h H s S then one or two digits following function as de scribed Entering OO closes the window and returns to Main Menu This is the same as closing window with the mouse click on the X Entering the reference number of a Text Field transfers focus to that field allowing it to be edited 4 Entering the reference number of a Text Field o LUST lype 7 Admin Status 8 Prod Status Billing and Sales Tax Settings 10 PriceCat 11 Disc OREN 12 Com 13 Quail BYGE 14 Ship 15 PORQd Mel 16 Terms 17 Cr Limit 18 Tax Area 19 Fed ET 2o e axable sd ET 22 stToax EL 23 faabed ET 25 Local FT 2s a ET Customer Statements ond History 28 Late Chg 31 High Bal 32 High Date 33 Setup 34 Last Sale 35 Last Pay 36 Days 41 Territory 42 G L Loca 37 Notes Actg 38 Notes Est 39 Notes Orders Oct 26 2013 Oct 26 2013 that has a possible length gt 45 characters opens a temporary big box to allow more visibility of long test strings Keying ESCAPE when a Text Field that is being edited restores the original text Keying ESCAPE when the Reference Number Control is not red is not in focus transfers focus to it Normally this may happen after using the mouse
100. ted prior to clicking the o xX Page 1 Seq 113 2 4 15 12 44 PM Specify 2 10 days Key in the Reference Number or Click one of these buttons _ satis stcwovten ancestor santos Keying 90 Print Listing will launch a printing program that prints a listing of reacords in the file As with any printed report you can modify the listing format to show the fields you select 63 87 Add New button Therefore the new record will be initialized with some of the values from the prior record This can be very helpful The reason is that new Suppliers as is this example usually share a lot of information with some of the existing Sup pliers When adding new records it is useful to initially select an existing record that will have similar characteristics In this way there will be less information to enter since some of the fields will not have to be changed NOTE 3 TY Several fields will be initialized to or 0 Current account balance date last purchase and year to date purchases are examples 89 Delete This One very important consideration is to not DE LETE a record that is linked to other files How ever this process will not actually remove the record it will simply become de activated Were you to look at an old record related to this one the deleted record would be found For example if a customer record is deleted then an old job for that customer
101. to this customer This information comes from another integrated App called Contacts Management Refer to the documentation on the Contacts Management App for additional information but a customer a supplier a collaborator etc can have any number of contact persons and each person can have any number of address phone numbers and email addresses etc In the second illustration 7 is an additional pan el area that contains a schematic drawing of an 8 page signature 8 Occasional Variations Such As Additional Buttons On this Screen Display 8 shows four additional special purpose buttons THE REFERENCE NUMBER CONTROL The standard four buttons add save delete and print have different labels consistent with the requirements of this screen display The Reference Number Control is a patent pend ing concept invented by Livewire programmers It allows you to use a mouse as normal howev er it automatically incorporates several useful time saving and error reducing features Ever since the first PCs began incorporating a mouse users continued to find that using keys was still necessary you usually type in the text and you probably do CTRL C or CTRL V or CTRLALT DELETE We do this because us ing the mouse isn t always the easiest or fastest way Control C for example is a common computer command which causes the operating system to copy text or image to the clipboard The Refer
102. ts may be applied against these budgets and it must be verified that adequate funds remain Purchase Requisition Management Whereas commercial businesses typically issue purchase orders for materials and equipment the in plants may have separate purchasing departments so they must issue a requisition to their sister department Frequently these are linked to pre set budgets In Plant Chargeback Commercial business bill jobs by generating an invoice for the customer Although in plants usually do a similar process the invoices are frequently batched by various departments and or pre set budget or project accounts Also summary billing information may be sent directly to an accounting department which charges the department fund project for the work and credits the printing department 16 Blanket Purchase Orders It is not uncommon for large organizations to ne gotiate prices for as an example paper Then issue a Blanket Purchase Order indicating the items the negotiated prices and an anticipated quantity to be purchased during the course of the upcoming year In such cases as the materials are required a release is sent to the suppli er authorizing him to ship and invoice product according to the terms of the Blanket Purchase Order In addition since we have integrated customized software app development and deployment into our software delivery model we have the ability to address sp
103. ty allowed add new add new Administrative Status Options shows seven pos sibilities plus two additional ones that have not been assigned Now we will show a screen capture of anoth er program Customer File Maintenance with which you can assign one of the Administrative Status codes to each customer The highlighted selection OO Open amp Normal is the one that would be assigned to most customers As shown in the illustration the options es tablished in the AR Settings file maintenance program are used to populate a pick list in the customer file maintenance program Generally speaking every input screen has several Pick Lists that allow you to select one option from among a group of options This is illustrated here Generally speaking every input screen has several Pick Lists that allow you to select one option from among a group of options This is illustrated here THE BASE DATA FILES The Base Files are generally built when you begin using the App and the individual records remain somewhat stable for a long time As an example once a customer is added to the sys tem his record may not change in any significant way for a long time The same would be true for the financial statement account record Cash on hand after is entered into the General Ledger chart of accounts The File Maintenance programs being discussed here allow you to view add new records and modify
104. uch as a Purchase Order can have a complex header induding names addresses and terms In 6 pdf File Name either case the header is followed by the detailed line items as you design them here Custis S E 7 pdf Directory 9 Header Tempio Nane EE HR Listing LE_P O X a LIST CUST Customer Fle Listing LE CUST SIX G ta FIL T X hee CustiD 2001 Cust Name 2001 Technology Inc Location Ship to Address Ship to Name Ship to Salutation Ship to_Friendly_Name CustiD CustiD Loc Location Cust_Name Cust_Name lt ae ae 2001 Technology Inc Salesperson Salesperson an we Jack Sicorsky CSR CSR lt r es i Manny Willingboro Ship Via Ship_Via San de drs FED X Ground High Bal High Bal es 5 5 993 98 Other Report Properties 30 Is Form 31 Form Topic 32 Back Image Select Number File listings as well as any other printed reports and forms can be modified according to your preferred formats by using the Custom Reports amp Forms File Maintenance program shown here 65 GENERAL ACCOUNTING OPERATIONS PROCESS TRACKING Apps that integrate with the accounting Apps usually include programs that are called compu tation programs Examples include Compute Sales Commis sions in the accounts receivable App and Generate Recurring Payments in the accounts payable App Such programs should be run each accounting period because they are part of a monthly pro
105. users and all token purchases It is your responsibility to ensure you have suffi cient tokens in your account to perform the op erations everyone in your company needs to do But if you establish a pre pay account token replenishment will be automated How do you get more tokens There are several ways to acquire more tokens First you get free tokens when purchasing new App licenses And you get free tokens each month for each App license For additional tokens go to Shop Categories page on this website and select a package of tokens This item will go into your Shopping Cart then check out and pay using PayPal or another payment method Open a Pre Pay Account with us That is you send us a check which establishes your credit balance We will then automatically purchase tokens as you use them charging your account Of course you must send checks periodically to ensure you never run out of tokens When you make a purchase you can select the Automatic Payment option for Amazon or PayPal payment methods This allows you to enter into a Billing Agreement with your payer to have Livewire automatically draw funds from your account to replenish your tokens as you use them You can set a maximum amount and you can cancel this agreement at any time via Ama zon or PayPal 26 When do you have to buy Tokens must purchase more tokens to replenish their f tokens account Smaller companies shou
106. uttons F 1 e s involved unless your Primary CSR is certified at the requested skill level Does our CSR know everything Are all CSRs equally qualified What can they do We wish Actually each CSR is graded as one of the four levels of experience and expertise Level I Il IHI or Analyst The hourly rate for customer support is depen dent on the skill level of the CSR helping you Each CSR has one or more topic areas That is aCSR may be certified for assistance on accounting apps but not for cost estimating or production scheduling as an example The types of support services available are James Cartwright buyer CHES 0 Harrison Cartwright CHES 0 Morrison Taylor CHES 0 x Submit Request Select Number While running any of the Livewire Apps enter CS into the Reference Number Control and the Request for Customer Support Services will appear Note that the Support Hours available on your account are also displayed When all available hours have been used you can purchase additiona support hours at any skill level 20 Phone support Phone support includes normal voice Skype or other chat like support via internet or mutual working together on a live screen using software such as Go To Meeting type apps System Maintenance System maintenance support would include tasks such as creating and testing new reports or forms setting up special or unusual folding pat tern
107. were displayed the customer information would be recalled After clicking 89 Delete This the button turns RED and the caption changes to 89 Confirm Delete The button must be clicked a second time to perform the deletion 90 Print Listing After adding records to a Base File or after do ing other file maintenance functions it is advis able to generate a printed list of the records in the file In this example clicking 90 Print Listing will generate a generic report listing all suppliers in your file The report may be titled Supplier File Listing and have the current date and time 64 CUSTOM REPORTS FORMS AND EMAILS Information about printing reports forms and automatically generating emails can be found in the User s Guide for App 005 30 Custom Re ports Forms and Emails This App is in the App Category of System Wide Apps since it is a prerequisite for all other Apps Information about this Reports amp Forms Editing Program 1 Report ID IST_CUST 2 Topic er information but not their accounr detail atte GustomerFile Listing a 4 Columns B 5 Printed 2014 08 16 14 08 17 This file contains your Custom Designed Reports Each report contains a header followed by a listing of the detail lines The detail lines section is designed here Generally a printed report has a simple header perhaps just the name date and page number However a report s
108. wire Software develops and markets inno vative business management and operations control software The software and customer support services are provided using a Software as a Service SaaS business model This is often called Cloud computing The software includes about forty tightly integrat ed apps such as accounting cost estimating job planning job activity tracking inventory purchas ing production scheduling and management information functions Our customers are world wide They include System wide Functions Quoting View Licenses amp Job Planning and quality level Item s ID 030 20 Jobs amp Production Management Production Control Accounting Business Analysis amp Management EE R je AA Cost Estimating Stand Alone Apps View Licenses Complete Packages AA Printed Product Wizard View Licenses products Item s ID 040 10 Navalanmant Ctatie Coamniacta AA Price List Quoting View Documentation Determining a selling price for items in your product catelog based on size quantity Development Status Not Complete Estimated Full Release 2015 03 01 This App requires usage tokens to operate View Documentation Calculation of time and materials required to produce a job Item s ID 030 10 Documentation Development Status Complete Support Services amp This App requires usage tokens to operate Tokens View Documentation
109. y assign a 3 or 4 character ID for each separate location The location might be like the airport designa tions for each city Boston BOS Philadelphia PHL etc The result would then be USARMY BOS USARMY PHL Etc NUMERIC KEYS When you generate new records on a routine basis new jobs new estimated new invoices a sequential number is automatically assigned as the new records ID Each type of document has its own separate sequence For example if the last job was assigned num ber 1525 the next job will be assigned number 1526 Additionally you have the option of adding a suffix and or a preface If you prefer you might specify that all jobs be prefaced with a J and all estimates prefaced with an E So the jobs would be J 1525 J 1526 and the estimate numbers would be E32245 E32246 The preface or suffix can also be a non static indicator The preface may be your factory loca tion a CSR s ID or a company department ID The Livewire Software Apps contain many File Maintenance Programs There is one for every base file you may need to view modify or add records to And every one operates in the same manner It is NECESSARY for you as an operator to un derstand how to use these programs You must know certain rules and procedures and you must understand their design Once you learn one you will be able to operate all others The design will greatly increase the ease and sp
110. you make any change the Save 35 Changes button 88 turns red Changes are not permanent until you Save them Click 89 to delete the displayed record Click 90 to print a summary listing of all the re cords in this file Additional buttons Sometimes there are additional buttons In this example button 86 will open a new window al lowing you to add or edit addresses and contact people associated with the record Note that additional buttons are a different color to emphasize that they are there 5 The Reference Number Control This is described in detail below in the next sec tion Normally this is red meaning it is active When another object has focus such as the data table 2 this turns blue When you complete an action like changing one of the Text Boxes this usually turns red again automatically as focus returns to it Or keying ESCAPE turns it red again When this is red it is active it looks for dif ferent types of inputs and does different things The next section describes all the options There are many other features of this control they are described below in the next section 6 Additional Panels When additional information must be presented an additional display panel will be added to the basic screen display Shown in the first illustration is an additional pan el area 6 that is a tree structure showing all the contact people and addresses linked
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