public/Times PC Database
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1. 6 Enter a new customer by clicking the Add button at the bottom left of the form You may also update a customers name number and details using this form 25 August 2004 Page 11 of 29 Times User Documentation ENTERING JOBS Clients may have multiple jobs associated with them To enter job details click the Edit Jobs button on the main form The following form will be displayed CO AE Filter User All Users User Client Job Description Est Hrs Act Hrs Rate Active Shared Default DIARTER JARSA Scopemeeing 22 MOS O OO lester RSA a e oa o O Jester RSA S E S E ae Jester RSA S e E EE a CARTER AHSA 2 Pa Wit review aaa o o CARTER ansa BOO omeen aa o o O Me pao AA a O E canes JARSA A e AS Jo o O lesen JAHSA 6 saga imalrevien E T JO 0D CARTER JARSA stes development a O a CARTER JARSA O stes 2UniTesing O O A JO o lamer JARSA p tea 2 Cube mods QA Aa er jsa veysel instalation andseupoftvey OR eee Jester ANDERSONGGT fNoDese o o o Jester ANDERSON Noe O Oo 0 o Jearer ANDERSONOAS No Dese O UO CARTER Birches OO real app forces OA o 0 O CARTER BOTA MOS rie vensiaionepe A O 0 O Teeter JcapeurY 2 Node TO Jo oo Add Els al Record 14 4 1 gt rip of 226 Due to the referential integrity between the Jobs and Clients only the job Description Estimated Hours Rate Active Shared and Default can be edited If you need to recreate a2. AM 11 0400 AM 143 7525 ANDERSONC 2 No Desc Create meron ard cleanup fams Carter 8 07 1999 11 04 00 AM 11 1500 AM 0 18 963 DATABARS 1 Tel ca bareen Databars staff Tel cau with TC re awoicing Carter 8 07 1999 11 1500 AM 113300 4M 0 30 1575 ANDERSONC 2 No Desc Pipe report Carter 8 07 1999 11 3300 AM 11 3600 AM 0 05 263 DATABARS 1 Tel can batmeen Databars staff JC m toie Carter 8 07 1999 11 3600 AM 204 00 PM 247 12950 ANDERSONC 2 No Desc AP Carter 8 07 1999 25100 PM 42700PM 160 8400 ANDERSONC 2 Ho Desc Menus ckanup Demo sent Carter 8 07 99 43500PM 447 00PM 0 0 1050 DATABARS 1 Tel can barmeen Databars staff Tel cau with IC re scammer proosat PBR O Carter 9 07 99 90800 AM 9 IS00AM 0 12 6 13 DATABARS 1 Tel can bareen Databars staff Tel cau with JC re PBR Scammer ard parts Carter 9 07 99 93000 AM O41N0AM 0 18 963 DATABARS 1 Tel can bareen Databars staff Tel cau with TC re dix time Carter 9 07 1999 10 0000 AM 11 4500 AM 175 9188 DATABARS 51 System Desigiard Job Quoting Meeting at Digprax with Peter Wire e comm Carter 9 07 1999 12 59 00PM 109 00PM 0 17 875 PBR 2502 Ho Desc Mod importparts queries as per JC request 14 10 740 25 JOBS SUMMARY REPORT Jobs Summary Report Client Job No Description Hours to date ANDERSONCO 1 No Desc 14 87 2 No Desc 53 07 3 No Desc 31 68 BirchTree 1 Install app for Access 11 00 BORTHWICKS 1 File translation app 12 CADBURY 2 No Desc 9 87 3 No Desc 46 68 25 August 2004 Page 23 of 29 Time
3. details may be entered in the description field if necessary Only clients with the Active option selected will appear in the Times Client list Customer Clients Each client may be linked to a customer 1 e You may work for multiple clients that are related to a single customer To link a client to customers click the View Client Customer button on the Clients form The form below will be displayed 25 August 2004 Page 10 of 29 Times User Documentation ES Client Customers Of Select the appropriate Customer for each Client Client Customer ANDERSONCO rohTvee ORTHWICKS OBURY pe ee a te A OO Oo co E siabar oe Dlatabars of Australia PL ComlT Solutions Pry Ltd ComIT Solutions Pty Ltd Teh Group Databars of Australia PEL r View Add Customers ks Record 14 4 1 m LEa of 31 ala la G3 M7 a o GJ 01 io C Is E E E E E NM E E E E E E E This form displays a list of clients and there associated customer Any client not associated will have a blank customer field You may select the required customer from the drop down list Adding Customers You may add or edit customers by clicking the View Add Customer button on the Client Customer form The following form will be displayed ES Customers Ioj x CustomerNo cas Description sl Business systems Details PO ce lt Record 14 4 1 en gt oF
4. of the Times PC application and can be used as a guide to customisation or creating your own application Page 3 of 29 Times User Documentation ARCHITECTURE The Times PC application is an Access database with linked tables to the Times mdb database The overall architecture of the system is displayed below Times PC Application TimesApp mdb Times mdb Times Conduit i oo Times mdb is the database where all the Times data is stored and synchronized from to During a Hotsync process the Times Conduit interrogates the Palm and Times mdb databases and sychronises any changed records The Times PC application TimesApp mdb contains all the program logic forms queries etc and uses linked tables to connect with the Times mdb database This architecture allows for independent development of the Application and the Database and thus permits additional systems to connect to the Times data Time is designed to be multi user I e Many PDA s can synchronise to the same Times mdb database either through the same PC or via separate PC s to the same Times mdb via a network drive For enterprise users Times can also sync to a MS SQL database Please contact sales comit com au for further information 25 August 2004 Page 4 of 29 User Documentation Times SYSTEM REQUIREMENTS To run the TimesApp you require a Windows based PC with a screen resolution of 1024 768 or above and Palm Hotsync insta
5. 25 August 2004 User Documentation INTERFACING TO TIMES Y our may link to the Times mdb file to access the data and export into other systems However you MUST NOT CHANGE THE SCHEMA OF ANY TABLE Doing so may corrupt the synchronization process or cause it to fail outright UNDER NO CIRCUMSTANCES MUST YOU EVER DIRECTLY MODIFY THE CONTENTS OF THE TIMECOND TABLE This table is used as a double buffer to determine which records have changed between synchronizations Changes to the content of this table WILL corrupt the synchronization process Page 28 of 29 Times 25 August 2004 User Documentation SUPPORT The Times PC Application is provided as a working example of the type of application that can be created with Times for the Palm Although fully functional it is intended as a foundation for you to create your own application and reports to meet your specific requirements ComIT Solutions will support any issues or bugs relating to the original version of Times PC during the support period however we cannot provide support for any additions or modifications you may make after installing Times Page 29 of 29
6. 29 Times User Documentation Adding a Payment You can add payment by clicking the Add button on the Payments form lox Enter Details for payment InvoiceNo NES Amount 493 25 Date 16 03 2005 Notes Cancel Tare Select the require Invoice No enter the Amount and any Notes If the payment is incomplete you will be prompted to select how the payment should be allocated across the various invoice lines 25 August 2004 Page 22 of 29 Times User Documentation REPORTS The Times PC application comes with a handful of basic reports These show invoices activity details client summaries and billing details In addition to these you can design your own reports using the Access Report Wizard see Access documentation for more details Reports Menu Reports Menu Invoice Summary Report Day Report Job Summary Report Billing Details Reprot E The following are samples of the included reports TIMES DETAIL REPORT Times Detail Report ID Date Start Time End Time Hours Amount Chent JobNo Job Des Acti ity Details Carter TOPADO 9 2700AM 12 16 00PM 2 92 14727 ANDERSONC 2 Ho Desc htamiewreportard cartrolfam Carter TORI 1MPOPM 30400PM 167 8750 ANDERSONC 2 Ho Desc kitaview Summary report Carter TORI 3MNOPM 3 1300PM 0 15 738 DATABARS 1 Tel ca bereen Databars staff Tel cauwith JC Carter WOT 3 00PM 4 14 00 PM 1 02 5337 ANDERSONC 2 No Desc Canpkte htaview Summary Carter 8 07 1999 9 38 00
7. 99 6500PM__ No Dese SC 597 12 comupted From 17 05 1999 Hours Amount Inv No 3 Invoice hls To 175758 A A F Record 14 1 rforfrifor 8 This form lists all the Times records that meet the filter criteria entered If a rate has been derived then the amount will reflect the chargeable amount payable by the 25 August 2004 Page 18 of 29 Times User Documentation client If an override rate has been entered in the Activity Rates form then the chargeable amount will reflect this for matching Client Job Activity entries Similarly for override rates entered into the Times record Note The hours displayed here are the Chargeable hours 1 e Hours Breaks If you wish to invoice the selected records press the invoice button If you do not enter a number in the invoice field before pressing the Invoice button an invoice number will be constructed automatically from today s date All invoice items are added to the Invoice table summarised by Client and Rate Note if the Invoice Number already exists you will be prompted to update the details of the invoice with the records selected If the rates have changed since the invoice was first created you must manually delete the old invoice line for the old rate after creating the new invoice lines See Invoicing It 1s possible to append invoice lines to an existing invoice from many Times Summary views thus you can invoice many clients and or jobs on the same invoice if requ
8. ady exists or the data is not entered correctly an error will be raised when saving the record Page 15 of 29 Times User Documentation ENTERING ACTIVITIES Click the Edit Activities button on the main form to enter your activities Jox Filter User Kil Users User Activity Rate Shared O R Client voeren pon Sd oeren joe peen fines Si foe J peren ETT A CARTER Doomen ren lar CARTER SJMesing SSSC dSSC oeren ET A Jeroni O CARTER fresno ME T E _ CARTER Training Giving CARTER Travel e e a SC Override Hates is sa Record 14 4 1 r LEd of 14 AAAA O O O O O Oy O OOOO O O O O O O O OO To enter a new activity scroll to the end of the list and select the required user Enter the Activity description and Rate if required The Client Override flag is used when a rate 1s specified to indicate that the Activity Rate should override the Client or Job rate for all Times entries against this Activity Please refer to the Times User Manual for a detailed explanation of Rates Activities are saved when you close the form 25 August 2004 Page 16 of 29 Times User Documentation Entering Activity Override Rates When invoicing you can use special rates from the Activity Rates form shown below These rates override the rate on the Client Job and Activity for entries matching the selected Client Job and Activity thus permitting invoicing of rates at the Activity level P
9. ed and use the Set button to specify the default user to use when entering Times records You can delete the default Times user if you have specified your own User ID 25 August 2004 Page 8 of 29 Times 25 August 2004 User Documentation SHARED DATA When using Times with multiple users certain information can be shared between users to reduce the amount of data repetition On many of the lookup forms a Shared option can be selected against individual records When a record is shared all users will be able to use the record to enter data against even if they are not the owner of the record as specified by the User ID Le if you have one client that all users may enter times against enter the client once for a single user then click the shared option All users will now be able to enter hours against that client Similarly for Jobs Tasks Activities and Activity Rates Page 9 of 29 User Documentation Times ENTERING CLIENTS Your may enter or edit clients by clicking on the Edit Clients button The form below will be displayed Clients Maintanance Form OOO OOO lolx Filter User Al Users User Client Name Rate Description Active Shared 4 0 40 OJO ara USE his E Record 14 4 41 rir oF 4 This form displays the User ID and the clients linked to this User To Enter a new client simply scroll to the end of the list select the required User and enter the clients name and rate Additional
10. er on a particular invoice all other filter criteria will be ignored Times Summary Clicking View on the Times Filter form displays the form below CA ioii Times Summary User Client Job Task Hours Rate Date To From Activity Job Description Task Description Amount Details i 9 45 00 AMIDATABARS 291656 52 50 Meeting with Graeme re Ray CA 17 05 1995 1240 00 PM System Design and Job Quotind 5313 12 40 00 PMISANDS 4 BEA 52 50 Tel on with JC re Sands PrintManagment 17 05 1999 1250 00 PM PrinReg o 8 75 12 54 00 PMIDATABARS Bt T faaooo o 52 50 T el con with ML and Ray re work for Servier ML to do 17 05 1999 2 00 00PM SS SystemDesignandJobQuotind 57 5 invoicing Ray to Send Times direct to me I ll forward to 2 30 00 PMIDATABARS Po Toa 5250 ReadofPw emails regard PBR invoice and support E 999 256 00PM TelconbetweenDatabarsstafil 22 75 contracts 256 00PMISANDS 4 OBZ 52 50 Emails from Mw and Kw 7 05 1999 00 00PM Pmf ieg ______ __________ 56 00 4 00 00PMPBR 3500 0000 52 50 Tel con IC re send logo to Printer for KanBan 17 05 1999 06 00PM NoDeso o d Sa Carter 4 0600PMSANDS 4 _________ 17 05 1999 44 00PM Prinfieg Er O O O O T O71667 52 50 Finish mods to print multiple reports Sees 37 62 sspe o YT 85000 52 SO Mads to Kanban to refresh printer logo Kanban system 1770519
11. es change the IncNonCharge setting to False Page 25 of 29 Times 25 August 2004 User Documentation BACKING UP There is no automatic backup written into the Times application It is suggested that you make regular backups of the Times mdb database file to ensure you do not loose your data If you wish to view the data in a backup Times mdb using a copy of the TimesApp you must first re link the tables in the TimesApp database using the Access Linked Table Manager Page 26 of 29 Times User Documentation TABLE STRUCTURE No security has been applied to either database thus you can review the table structure by examining the database design The Entity Relationship diagram for the Times mdb 1s shown below Cust Description Details OverrideClient CustomText5 Note A number of integrity rules have been omitted due to synchronisation issues Each table that supports multiple users has an ID field This field identifies the records for a particular user so that only these records are synchronised Note The Invoice related table are not user specific All uses can view all the invoice information A number of Custom fields have been added to the Times tables These are not used in the Times application as yet but will be in future versions You may use these fields to add additional information to the Times record which will be synced with the PDA 25 August 2004 Page 27 of 29 Times
12. ired 25 August 2004 Page 19 of 29 Times User Documentation INVOICES Invoices are created from the Times Summary form To view the invoices click the Invoice button on the main form 21a x Invoice No Client Hours Rate Amount From To Payments Extras PE eas po 45 8775 17 05 1999 17 05 1999 gt S Eras a er roof a 07 75 12099 121051999 f Emas Cha pareas 44500 46 s2002 17 05 1999 rasa O OOO S Eas CC 83500 375 75 Invoice Print 3 Payments hie Summary Invoice i Record MY ff T plos This form displays all invoices summarised by Client and Rate If an invoice includes more than one Client or Rate then multiple records will appear for each Client Rate combination When invoice lines are added to an invoice there may be a duplication of hours if the rate has changed The duplication must be manually deleted by highlighting the required record and pressing delete To filter on a specific invoice or client use the filter lists at the bottom left of the form Invoice Extras Additional costs may be added to the invoice using the Extras button Using this form you can add extras parts and other costs that are not already detailed in the Times records Note Each Item No must be unique igxi Enter the additional costs to be added to the invoice ltem No Cost Description of 123 00 Additional Item 1 95 00 Additional tem 2 80 00 Total 218 00 p Record 14 4 5 r LEA of 3 Filte
13. job first select the record by clicking on the record selector the right arrow next to Carter above and press the Delete key Then use the add button to create a new job Only Active Job records will be displayed in the Times Job List Use the Default selection to specify the default Job to use when the related client is selected Note you can only have one default Job per client Rates can be entered at many different levels Please refer to the Times User Manual for details on how rates are entered and applied Adding Jobs Click the Add button on the Jobs form to add a new job for a client lolx Enter Details for new job User Client JobNo Description Active Shared _ Default D Est Hrs Rate 25 August 2004 Page 12 of 29 User Documentation Times Select the required user and client from the drop down lists Enter the new job number a brief description estimated number of hours and a specific rate if required Click save or cancel to discard the record If the Job already exists or the data is not entered correctly an error will be raised when saving the record 25 August 2004 Page 13 of 29 Times 25 August 2004 User Documentation ENTERING TASKS Jobs may have multiple Tasks associated with them To enter Task details click the Edit Tasks button on the main form The following form will be displayed i 2101 Filter User Kl Users Task Description Es
14. l Solutions Version 2 4 Created by ComIT Solutions Pty Ltd August 2004 Times PC Application Times 25 August 2004 User Documentation Contents OVERVIEW a a deis ici 3 ARCHITECTURE oia raro oro 4 SYSTEM REQUTREMENES 0 iia E 5 TIMES PC APPLICATION corista reccicd 6 MEAN dd EAT 6 ENTERING TIMES RECORDS il toner 6 INAVAIGATING RECORDS e ld e o eres od do EAT a atte 6 CHARGEBABLE SUMMARY e oe AE A a O at alg Eo 7 SINGLE ENIR Y FORM a a dadas 7 SETTING UPR USERS vi tias 8 SHARED DATA a ene ES ee 9 BIN TERING GCETEN TS ss 10 ENTERING JO BS aicnid aa a a 12 ENTERINGTASKS oia caia Dia 14 UNTERINGACTI TT UE Sosa ads 16 REVIEWING TIMES A lio 18 TIN VOICE Sisa tara a a 20 REPORTS bi 23 LIMES DB TAMER EA 2 E dd E E E E E 23 JOBS SUMMARY REPORT A E E a E es eda A A es ees 23 DARRO o e Seem 24 BLLUINO DETAES de cd le al do 24 SYSTEM SEEFINGS 0 a E etaees 25 CUSTOMISABLE SEN e dl an 25 COMME o o is O Ed o e nd tL 25 BACKING UP lt oia 26 TABLE STRUCTURE aaa dida 27 INTERFACING TO TIMES lt a acia 28 SUPPOR Escarola rR Oe Ot oie 29 Page 2 of 29 Times 25 August 2004 User Documentation OVERVIEW The Times PC application is an open source fully functional application demonstrating how a system can be created to interface with the data synchronised from the Times Palm application You may use the application as is modify it or create you own depending on your needs This document outlines the operation
15. lease refer to the Times User Manual for an explanation of Rates 2101 x Filter User All Users User Client Job Activity Description Rate Shared Peste Patas BT pesan Design Overide Rate for DE 7500 Add hs Record 14 4 10 gt t gt of 1 Adding Activity Rates To Add an activity rate click the Add button on the Activity Rate form Select the required User Client Job and Activity and enter the appropriate rate Click Save or Cancel to discard the record lolx User Carter Client Databars bi Job 5 i Activity Rate 123 Shared Description 25 August 2004 Page 17 of 29 Times User Documentation REVIEWING TIMES You can review the hours spent on a particular client customer and or job by using the View Times or Reporting functions build into Times To view your entries click the View Times button on the main form The filter window below will be displayed Times Filter User Filter User Date Filter StartDate lt Sun 29 Jun 03 gt End Date lt f8un 29 Jun 03 gt Client ob Filter 5 Invoice Staus Customer all Invoiced Client Wot Invoiced Job Enter the required filter criteria and press View The Times Summary window will then display all entries meeting the selected criteria Leaving the drop down lists blank will display all entries meeting the date criteria Use the drop down list under Invoice status to filt
16. lled and configured Times PC Application TimesApp mdb requires Microsoft Access 97 or above If using 2000 or above you may be prompted to convert the file when you first open it in If you wish to convert the Application please do so The Times application will however run on 2000 without converting it but you will not be able to make any design changes to the application The Times mdb database is also an Access 97 database However you MUST NOT convert this from 97 format as the conduit will no longer be able to connect with the database Both 97 and 2000 versions of the Application can link to the 97 version of Times mdb without any problems 25 August 2004 Page 5 of 29 Times User Documentation MAIN FORM ENTERING TIMES RECORDS TIMES PC APPLICATION To start the PC application double click on the TimesApp mdb file or use the Times icon in the program start up menu Once loaded the following display will appear This is the main form for entering Times details ES Times Data DB E My Documents Times Times mdb i z oj x Chargable summary Filter From Sun Mon Tue Wed Th Fri Sat To MEE User Caner z ea Date From To Hrs Brk O R N C Client Job Task Activity Details DP von 134493 518 921 008 000 OO ATABARS p eJTeleonbetweenDal 1 Mon 13JulS3 921 340 6 DATABARS st system Design and 2 Mon 33u39 9 40 S56 0 27 Pon 2500S fNoDe
17. ours Breaks SINGLE ENTRY FORM A single Record Entry form is available as used in prior versions of Times This also provides additional information on Invoice No Applied Rate when invoiced Invoiced flags etc This form can be used in place of the standard Main form if required by changing the System Settings See the System Settings section 2101 x Yersin 2 4 User C rte l Edit Invoiced Start Date 24 08 2004 Start How Invoice No A Start Time 1630 Override Rate End Time 17 00 End How Applied Rate O Hours Po 05 Break Hrs Po 0 No Charge l Client PMP gt Edit Job pp gf Edit Task Edit Activity Admin Eat Details Backup OTS schema in Prod and Dev 4 b Invoice a Save New Delete Exit Record 14 4 55065 r r oF 5865 25 August 2004 Page 7 of 29 User Documentation Times SETTING UP USERS A User ID is required to determine the owner of each record when multiple users enter Times into the same Times mdb database It is also used to determine which records are synchronised with the Palm When entering your Times Client Job and Activity records please select the required User ID To maintain the list of users click the Edit button next to the User drop down list on the Times Main form to display the Times Users form below je x Enter Edit Users User Detault A x Record 14 4 mil r Enter new Users as requir
18. r user ID in the filter section See Setting Up Users for details on creating new users 2 Click on the date cell with the asterisks against it 3 Enter the start date 4 Press Tab or Enter to move to the next cell 5 Enter the Start End and Break times Hours updated automatically 6 You may manually enter a duration by overwriting the hours field 7 Enter an Override charge out rate if required O R column 8 Set the Non Chargeable flag if necessary 9 Select a Client from the drop down list 10 Select a Job for this client from the drop down list 11 Select a Task for this client from the drop down list 12 Select the appropriate Activity from the drop down list 13 Enter any details against this Times record a Double click the Details cell to view enter long detail entries 14 The entry is automatically saved when you navigate off the record or close the application NAVIGATING RECORDS The Times Main form displays one week worth of Times entries per screen To 25 August 2004 display the current weeks data click This Week To navigate to past and future weeks use the arrow buttons either side of Times Week The current date selection can be viewed on the top left of the form in the From and To date fields Page 6 of 29 User Documentation Times CHARGEABLE The Chargeable Summary section displays a summary of the chargeable hours for SUMMARY each day of the current week Chargeable hours are calculated from H
19. red ha E 25 August 2004 Page 20 of 29 User Documentation Times Printing an Invoice You can print invoices from the Invoice Form To print an invoice first select the invoice record then press Print Invoice An Invoice report will be displayed Note You can modify this report to suit your own requirements Please refer to Access documentation on creating reports ComlT Solutions Pty Ltd E065 Purwo d Ed East Harrthorn TE Dar iah TH1201 3123 Date 16 04 07 Fers findbelow a mm of waks cared at by Com Sobutiars Poy Lid a behalf of Databars of Merda FEL Shoald youre quire firther ase itae wih regard to hE Emrodce ar to discusstbe work codictedthe far plese cotati Eqapmed Sap yphel KA Suh Talr Tar i in Sen ices proi dto Databars of mutali FL Cie Hours Fade Tir Aro Total Hs 53 000 Sub Tod 2 05 00 Pavamends Received 2395 00 Total Due 0 00 roie period 191097 to 20 207 iels Payments You can record payments for invoices by clicking on the Payment button on the Invoice form First select the required invoice and then press Payments A list of all the payments for this invoice will be displayed iol x Filter al Invoice Invoice No Client Amount Date Notes a parere Total 100 00 ue Record 14 4 14 r LEa of 1 Filtered You may change the Invoice filter by selecting a different invoice number from the drop down list at the top right 25 August 2004 Page 21 of
20. s DAY REPORT BILLING DETAILS 25 August 2004 User Documentation Day Report Date 28 Oct 02 ComIT Solutions Pty Ltd Date Tuesday 26 October 1999 11 18 00 AM 11 33 00 AMJob ANDERSONCO 3 No Desc Hours 0 25 Tel con with Sasha Mod to Find candidate for to search y Last and First Name Total for Tuesday 0 25Hrs Total number of hours for ANDERSONCO 3 No Desc 0 25hrs Total number of hours for ANDERSONCO 0 25hrs Date Tuesday 26 October 1999 9 05 00 AM 9 15 00 AM Job DATABARS 1 Tel con between Databars staff H ours 0 166666 Respond to GB emails Total for Tuesday 0 17Hrs Total number of hours for DATABARS 1 Tel con between Datab ars staff 0 17hrs Total number of hours for DATABARS 0 17hrs ConlT Solutions Pty Ltd Billing Details 2 765 Burwood Rd East Hawthom Period Tue 190ct99 to Thu 21 Oct 99 Vic 3123 Melboume Client SERVIER Job CRM Date Person Activity Hours Detals Thu 21 Oct 99 Carter 0 68 Start modsto reports form Thu 21 Oct 99 Carter 1 17 Meeting with GP Minor mods required to Reports and Lists CRM Total 1 85 SERVIER Total 1 85 Page 24 of 29 Times CUSTOMISABLE SETTINGS Comments 25 August 2004 User Documentation SYSTEM SETTINGS There are a number of system settings which are maintained in the Times PC application To view these press CTRL S on the main form The form below will be displayed lol x Section Key Yalue Descrip
21. se SSC Mon 33u39 958 1222 2 49 DATABARS 51 gt SystemDesion andJ gt Mon 13 Jul 8 ANDERSONCO 2 NoDess SCS Mon 134483 116 1428 018 DATABARS f TeleonbetweenDal 2 Mon 134483 1449 1452 0 05 DATABARS s System Desn and P BETERE AILE ANDERSONCO 2 Nobs SF wed 21 Jul99 9 14 9 25 0 18 X Tel con between Dal Import times and respond to emails Wed 21 Ju 33 331253 133 1 fiecon bewen Da Telcon with SD re pac centre and obtain Wed 21 Ju 33 1500 1715 225 fiecon beween Da Meeting with SD te pacman and intemet Wed 21 Ju 39 750 1804 0 22 C fNo Dese Asst JC with Zebra ini commands for Gec Wed 213033 1835195 1 20 S E SSC rr 2244199 1407 1454 078 is fetean betweenDal SS thu 2244199 14 54 15 47 0189 ANDERSONCO 2f2 2fNoDese SSS thu 22 599 1547 1639 077 DATABARS 1 TeleonbetweenDal gt Thu 22 Jul 99 DATABARS m1 xf TelconbetweenDal ri 23Ju93 948 1217 247 DATABARS TeleonbetweenDal kl BETE r217 1234 028 w e E EJTEM EE DATABARS jo J System Design andl x Wed 25 Aug 04 S50 950 0 00 P eas Edit Edit Activities View Invoices 3 Times Reports hls Version 2 4 Le Each Times record consists of a Start date Start and End time Duration Break time Override Rate Non Charge flag Client Job Task Activity and Description Only the start date start and end time are compulsory To enter a Times record follow these steps 1 Select you
22. tHrs ActHrs Active Shared Default fae nny ae C VNS IES MEA EXE O pr 2 E EE D D Reporta E Geo ReporNer Sofware Mads __ FrameworkMenegerseup J ab ada ue Due to the referential integrity between the Tasks and Jobs only the Task Description Estimated Hours Active Shared and Default can be edited If you need to recreate a Task first select the record by clicking on the record selector the right arrow next to Carter above and press the Delete key Then use the add button to create a new Task Record 14 4 1 gt gt t gt of 5 Only active Tasks records will be displayed in the Times Task List Use the Default selection to specify the default Task to use when the related Job is selected Note you can only have one default Task per Job If you use Tasks then the Est Hrs enter on each Task will automatically update the Est Hrs on the Job Adding Tasks Click the Add button on the Tasks form to add a new Task job for a Job ES Add Task my jojsx Enter Details for new Task User aa Client ETC JobNo 2 Task A Description Active KM Shared I Default D Est Hrs 0 Cancel Save Page 14 of 29 Times 25 August 2004 User Documentation Select the required User Client and Job from the drop down lists Enter the new Task number a brief description and estimated number of hours if required Click save or cancel to discard the record If the Task alre
23. tion Company Address to apear on repo p ast Hawthorn i 2765 Burwood Ad Defaults User o ES Record 14 4 1m eu oF 9 These settings can be set and retrieved using the SetSystemVal and GetSystemVal functions in the Application module See the Invoice report for an example of how a report can be customised using these functions The following table shows the settings which can be changed to customise the operation of TimesApp Section Key Code Description______ Compan Address Your Address Company Address to appear on reports y Compan Name Your Company The name of you company to be used for y reports Defaults User Times The default user when creating new times records Defaults WeekStartDa 2 Start day for week 1 Sunday 7 y Saturday System IncNonCharg True Include non chargeable hours in reports e and invoices System StartForm FrmTimesMain The form to use when the application starts System Version 2 2 The current version of TimesApp 1 Use the Address and Name code fields to specify your Address and Company name These fields appear on various reports 2 In previous versions of Times App a single record entry form was used to maintain Times records This form 1s still available and can be used by changing the System StartForm setting to frmTimesSingle The single entry form will be displayed on next start up 3 To exclude non chargable entries from reports and invoic
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