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Translation Office 3000 Help System

1. TO3000 Import Utility Version 10 0 Build 1 Import from clients txt l Lo Step 1 of 3 e Double click to add or remove column separators Click at the area between separators to define the imported column Target Fields Po ce X Clear All Source TXT file short sample Skip lines 0 ES Name Oud A AA AAA AAA ecru reno once cron AA E3 Street1 EB Street2 Street 1 E City Kauppatori 4 ES ZIP Code lvani 19 E State Double click in the textto amm 10 E General Info define area border for ird Avenue E Country selected Targed field Buckeye Avenue 3 e Jacob Es Currency 450 Powell Street E E Mail 9 rue Got le Coeur E E Mail2 Wergelandsveien 5 ESPhone1 Vasaplan 7 Box 884 ESPhone2 7655 Decarie Blvd E Phone3 ESPhone4 55 Hampton Park Blvd 3 Qian Men East Street E Fax E Contact Notes Jr Kyoto Eki Mae Shiokoji ES Web site ES VAT Number EE RE LA RR RR RR RR AR AAA ail um b 4 Save Scenario Advanced International Translations 194 Translation Office 3000 Help System 20 5 Importing from csv With TO3000 Version 10 Import Utility you can import data from your csv files directly to TO3000 Version 10 database To start working with csv file you need to specify delimiter Comma and text qualifier Quote You can select them manually from the corresponding drop down lists or select Auto if you are not sure which delimiters are used in the fil
2. Advanced International Translations What s new in TO3000 Version 10 9 3 System requirements Operating System Windows ME Windows 2000 Windows XP Windows 2003 Windows Vista Windows 7 Hard Disk Space 20Mb for initial setup plus variable space for database Monitor Any VGA SVGA monitor with support for minimum of 640x480 resolution and 256 colors 3 Note It is important to have enough space for database at least 100 200Mb at any given moment so that it grows naturally without any problems and errors due to insufficient hard drive space Advanced International Translations 10 Translation Office 3000 Help System 4 TO3000 Version 10 Setup To install TO3000 Version 10 1 Download 703000 Version 10 setup file using the following link http download to3000 com SetupTO3000V 10 exe 2 Run SetupTO3000V10 exe and proceed with the Setup Wizard steps 2 1 During the setup procedure TO3000 Version 10 Setup will prompt you to select components to install e Demo database Select this option if you are installing TO3000 Version 10 for evaluation This database contains some records imitating the workflow data of a freelance expert e Empty database Select this option to install clean database before you begin entering your actual workflow data to TO3000 Version 10 If you already have a database installed please move away or delete this database before running TO3000 Version 10 Setup e Do not install
3. e Translation Office 3000 Help System 11 3 7 Custom Queries SQL versed users can extract any data directly from TO3000 Version 10 database with the help of custom queries Information extracted with the help of queries can be exported in common file formats like XLS CSV HTML PDF To access custom queries 1 Click menu Settings gt Advanced 2 Click Custom Queries section Custom Queries section displays the list of available queries Double click any of the queries in the list to open this query Query Builder window for editing Exporting and printing query results To export the data gathered by a certain query select this query and click Export Data button This will run currently selected query and prompt you to select the format of output file To print the resulting data of a query select it and click Print Data button This will open Print Preview window Click Print button to sent the query results to chosen printer Loading and saving queries Queries can be saved to and loaded from a special pxq files To save query in a pxq file select it and click Save button Enter name of the file and click Save button To load a query from a pxq file click Load button and use Open TO3000 Version 10 Query window to locate the required pxq file KKK See also Business Settings Personal settings Database settings Custom Queries Advanced International Translations 11 3 8 Custom Reports Custom reports
4. 12 15 Creating quotes to clients All quote information can be added or changed in Edit Quote window To open this window for selected quote double click this quote in the list Client PM select one of the client s contacts as project manager or contact for this draft project on the client s side Please see Contacts topic for details Date sent except for reference this date will also be used by Global Date filter Please see Global Date Filter topic for details Code code of the quote is generated automatically In this code Q character means that this is a quote letters afterwards represent code of the client and the number is the value of quote counter for this client Each client has independent code counter for quotes 3 Note Although quote code cannot be edited directly quote counter can be advanced forward by assigning higher next code value in the client s profile Please see Next Client Codes topic for details Status settings in this drop down list determine the color in which the quote will be shown in the list on Quotes tab of Client window or on Quotes to Clients window Draft Project name of the quote This will also become the name of a project created based on this quote Draft project name can contain 100 characters maximum Client Jobs lists draft client jobs of this quote Right click this table and click Customize columns to configure which data should be displayed Please see Draft Client Job topi
5. Files tab of the Client window provides you with possibility to create the client folder with one click create view and search for files and folders related to this client Folder navigation is described in File manager topic Files of client contain invoices and quotes to this client See also File manager Project related files Advanced International Translations 104 Translation Office 3000 Help System 12 1 12 Info of client Info tab of the Client window can be used to enter any optional additional information regarding the selected client in plain text format Notes can be filtered by custom categories Subject maximum 100 characters long Category categories of notes can be added by clicking menu Settings gt Personal and selecting Categories See Categories topic for additional details Information plain text note any umber of characters long Notes can be filtered by Subject or by Category columns Advanced International Translations Clients 105 12 1 13 Schedules of client Schedule tab of the Client window displays schedules of this client s client jobs Names of projects are displayed in the column to the left in With Projects Mode only Job schedules are grouped by projects in With Projects Mode only Double click any schedule representing the client job to open Edit Client Job window for this job See Using Schedules topic for more information on schedules Job schedules colors
6. Like the jobs they represent job schedule bars can have different colors depending on the statuses of respective jobs Green Job is not completed yet but its deadline is in the future Blue Job is not completed and due today Red Job is not completed and overdue its deadline is in the past Grey Job is completed See also Using Schedules Client window Advanced International Translations 106 Translation Office 3000 Help System 12 2 General Prices for Clients window General Prices for Clients window displays your general price list These prices can be used when creating quotes jobs and invoices for any client in your database You can print your general price list or save it in a text file by selecting the template and clicking Save Save and Open or Print buttons at the bottom of the window Templates used to print price lists can be configured by clicking menu Settings gt Personal and selecting Templates section Templates for prices are stored in C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Prices folder See also Client window Prices Creating Editing a Price record Advanced International Translations Clients 107 12 3 Quotes to Clients window Quotes to Clients window provides an overview of all quotes issued to all clients The options available for this window are the same as those for Quotes tab of Client window The major differences are Quotes to
7. To access Advanced Settings click menu Settings gt Advanced The following Advanced Settings are available e General Selecting or changing base currency for accounting and postal address display format Codes Viewing and editing of global Project and Invoice codes Folders Settings for folder automation Salutation List of default salutations which can be automatically added to contact names Custom Fields Used to customize database by adding custom fields for Clients and Projects e Custom Variables Used to create custom template variables used for generation of rtf files e Custom Queries Create custom queries to retrieve necessary data out of the database e Custom Reports Create custom reports to fit your reporting needs and requirements CATCount Enabling and disabling CATCount feature and selecting CATCount units Advanced International Translations eo Translation Office 3000 Help System 11 3 1 General Changing base currency To set Base Currency click the Base Currency button The list of currencies available for selection can be configured with the help of Currencies section of Business settings Postal address format Click Postal Address Format button to change the order in which elements of postal address appear in printable documents This will affect data displayed by CLIENT_ADDRESS variable Additional invoice options By default you cannot delete invoice if the invoice with next code has be
8. E E Mail EB EMAIL1 E E Mail2 ES EMAIL2 E Phone1 ES PHONE EB Phone2 EBPHONE2 a EAPHONF3 Import Map Y Skip Deleted Rows DataSet E3 Name Street 3 Click Add button to create link between Existing links are source and target fields displayed here Load Scenario Advanced International Translations 192 Translation Office 3000 Help System 20 4 Importing from txt With TO3000 Version 10 Import Utility you can import data from your txt files directly to TO3000 Version 10 database To link source file areas and target fields 1 Select the dataset field from the Target Fields drop down list 2 Set two separator lines to delimit the source table column 3 Note To associate the selected field with a column the column itself should be enclosed by delimiters there should be delimiters from both sides 3 Double click to add a border or delete one 4 Drag separators to change the column width 5 Right click area between the two borders to select it as source for currently selected target field When you set the separators correctly proceed to another field and repeat these operations for each dataset field If you do not want some first rows of the source table to be imported set the number of such rows in the Skip first line s edit field Advanced International Translations Importing data into TO3000 r
9. NET_JOBS_TOTAL_B Jobs total with discounts in base currency Payment status variables VARIABLE DESCRIPTION INVOICE_DUE Balance due in client s currency INVOICE_DUE_BASE Balance due in base currency INVOICE_PAID Total payments linked to this invoice in client s currency INVOICE_PAID_BASE Total payments linked to this invoice in base currency INV_IS_PAID Used in algorithms If the invoice is paid True if it s not False BEFORE_ADJUSTMENTS Invoice total in client s currency excluding adjustments BEFORE_ADJUSTMENTS_B Invoice total in base currency excluding adjustments ADJUSTMENTS_VALUE Value of the adjustments in client s currency ADJUSTMENTS_DESCR Description of the adjustments INVOICE_PAYMETHOD Invoice payment method See Payment Methods topic INVOICE_PAYMETHOD_DESCR Payment method description See Payment Methods topic Jobs variables in invoice ADJUSTMENTS_VALUE_B Value of the adjustments in base currency The following variables refer to jobs added to invoice VARIABLE DESCRIPTION Advanced International Translations Templates 177 DTLINKJOBS CJOB_PONUMB Client PO of the job DTLINKJOBS CJOB_NAME Client job name See also Logic of Templates Advanced International Translations 178 Translation Office 3000 Help System 17 10 Payments template variables Basic payments template variables The following variables can be used to create payment templates V
10. These prices can be assigned on the Prices tab of Client window To view and manage individual price list for certain client open Main tab of Client window select this client in the list and click Prices tab Only one price per group of services service and unit combination can exist in individual price list You can print client s price list or save it in a text file by selecting the template and clicking Save Save and Open or Print buttons at the bottom of the window Templates used to print price lists can be configured by clicking menu Settings gt Personal and selecting Templates section Templates for prices are stored in A T Translation Office 3000 V9 Templates CLIENTS Prices folder Prices can be quickly copied from general price list to individual price list with the help of Copy from General button See also Client window General Prices for Clients window Basic interface options Advanced International Translations Clients 97 12 1 5 Quotes to client Quotes to client can be managed on the Quotes tab of Client window A quote can contain a number of draft client jobs each job representing a service and its price being quoted Like most workflow documents in TO3000 Version 10 quotes can be saved to a printable file or printed Please refer to Client Quote topic for more details Accepted quotes can be used to quickly create a projects based on them When you create project based on quote all draft client jobs
11. 11 15 2007 12 7 2007 6 00 PM Tooltips translati 3 18 2008 5 22 2008 6 00 PM Localization of interface strings 11 15 2007 11 15 2007 6 00 PM User hints translation 41 4 2008 9 00 AM 4 17 2008 6 00 PM Creative Engineering Advanced International Translations User interface 2 Drag your cursor without releasing the mouse button to the desired column q 1dob Name Tooltips translation 3 18 2008 5 22 2 08 6 00 PM Localization of interface strings 11 15 2007 11 15 2007 6 00 PM User hints translation 4 14 2008 9 00 AM 4 17 2008 6 00 PM Creative Engineering 3 Release mouse button The column will be moved to the desired place Assigned Job Name Deadline 11 15 2007 Tooltips translation 12 7 2007 6 00 PM 3 18 2008 Localization of interface strings 5 22 2008 6 00 PM 11 15 2007 User hints translation 11 15 2007 6 00 PM 4 14 2008 9 00 AM Creative Engineering 4 17 2008 6 00 PM 3 Note Optionally you can use Move Up Move Down buttons of the Customize Columns window described above to change the order of the columns Advanced International Translations 28 Translation Office 3000 Help System 10 2 Button panel Button Panel is a component of TO3000 Version 10 Workstation interface located in its bottom part lt consists of six groups of buttons History Jump Open Folders Local Custom Filter Local Report Global Date Filter History buttons Click button to switch TO3000 Vers
12. PROJ_IS_COMPLETED and corresponding client names CLIENT_NAME 6 Begin designing your report by placing Data Bands These bands bind report elements together specifying their location on the page relatively to page itself and to the other bands More detailed description of the bands can be found in FastReport User Manual For this particular report you will need to use only few of the bands available Advanced International Translations 220 Translation Office 3000 Help System 6 1 Click Insert Band button and select Report Title band This will place mentioned band to your report page Click Insert Band button again and select Header band to place it Report Summary a Page Header ig U Detail Data va U Subdetail Data Data 4th level LJ Data Sth level ry LJ Data 6th level 4 amp Group Header Group Footer Child Column Header Column Footer Overlay Vertical bands 6 2 Click Insert Band button one more time and select Master Data band to place it in your report When placing Master Data band select your Projects with Model query when prompted to do so Advanced International Translations Custom reports 221 Select DataSet q T Projects with Model Y our report page should look approximately like this ReportTitle ReportTitle1 7 Adding data to Master Data band To add a variable data to your report you will need to
13. To perform a backup operation 1 Click menu Settings gt Database 2 Click Backup button on the Database tab of TO3000 Version 10 3 Specify the location of backup file by clicking Select button 4 Enter backup file name in the Backup File field 5 Click OK button to begin backup operation KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations Translation Office 3000 Help System 11 4 2 Quick Optimization Quick Optimization operation frees up the unused space in the database file which may improve performance on some systems This operation can be performed from the Database Settings window of TO3000 Version 10 To perform a quick optimization 1 Click menu Settings gt Database 2 Click Quick Optimization button on the Database Settings window of TO3000 Version 10 3 Click Yes and wait for the Quick Optimization process to complete Need for optimization may vary depending on the number of records in database and number of everyday writes to database but running Quick Optimization at least once a week is a good practice 3 Note quick optimization is performed automatically during Backup command If you do backups regularly there is no need to run quick optimization KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations 11 4 3 Restore Restore command is performed to restore th
14. 3 After selecting the required clients and setting up mass payment options click Generate button The program will begin creating payments The process will be indicated by a progress bar 4 Once all specified payments have been generated Mass Payments window will display the number of new payments created per each client 5 You can adjust Local Client Filter and check box settings and generate another set of payments lt 3 Note Once the payments have been generated they can be opened and edited in Payments from Clients window or Payments tab of Client window 3 Note To quickly select multiple clients by certain criteria first apply Local Client Filter After clients in the list have been filtered click Select All button Advanced International Translations Mass action 207 23 Custom queries SQL queries can be made to TO3000 Version 10 database to extract and export required data This feature recommended for users with basic knowledge of SQL Structured Query Language SQL is a language of structured requests It is intended for working with relational databases which constitute the sets of interrelated data stored in tables Currently SQL is a part of a large number of programs executed on various types of computers Owing to its elegance and machine independence as well as to the industrial leaders support in relational base technology SQL was acknowledged the standard language and will keep this position in the f
15. CATCount is used Advanced International Translations caTCount 163 See also http www catcount com AnyCount Advanced International Translations 164 Translation Office 3000 Help System 20 Importing data into TO3000 Client data can be imported to TO3000 Version 10 with the help of TO3000 Version 10 Import Utility It is downloaded and installed separately TO3000 Version 10 Import Utility is included in TO3000 Version 10 setup http download to3000 com SetupTO3000v9 exe TO3000 Version 10 Import Utility supports data import from the following file formats xls Microsoft Excel dbf dBase 5 dBase Ill dBase IV txt Text csv Comma Separated Values mdb Microsoft Access Advanced International Translations Importing data into TO3000 185 20 1 Client data import procedure To import data from the file of supported format please close TO3000 Version 10 and launch TO3000 Version 10 Import Utility 1 Preparing to import Select the format of the data file you are going to import Specify the file you are going to import To proceed to the main part of import procedure you need to prepare the source file You can import data only to the list of Target Fields in TO3000 Version 10 Database 2 Target fields in TO3000 Version 10 database 1 Ifpossible split up the data according to the fields available Example If you have address stored in one field it is better to split i
16. Cdi r r a AAA AAA 133 2 ClleNEJODS WINdOW coito ta aii AA AAA aaa in ai ta 134 3 Schedule of Client Jobs WiNdOW ooncccnnnconnccocnncncnnnennnnnnnncnnnnnnnnnennnnrrnnnnrnnnrrnnnnrrnnnrrnnnennns 136 ES A cede te cea veceactv etches dude cece sentacausedcsnnsexnctcabencacausedceaupertonsresdd cass 137 5 Creating clientjobs iii tias 138 Part XIV Schedules 140 PartXV File management 143 1 Folder Structure ivonne a iia 143 2 Client Folder ii en ceted cetwenieaseeeeeicneenncastenediaenteeeteee 145 3 Project Folder With Projects Mode ONly ccooonnccccoconncnnnnnnanonnnnnanononnncnnnnnnnrrnnnnnnrrrrnnnnnnnns 146 4 Client Job Folder Without Projects Mode ONly ooomcccoonncccncnnnccnnnnancnnnnnnnnnnnonnnnnnnnnnnnnnnnns 147 EI AAA A AT 148 Advanced International Translations 5 Translation Office 3000 Help System 6 Part XVI Part XVII O AN Oo A OQ N l o Part XVIII Part XIX Part XX 1 2 3 4 5 6 Part XXI 1 2 3 4 5 6 Part XXII 1 Built in FTP client ococccocococononoconoconononcnnananananacacananananass Multiple currencies support Base CUITG N CY cinco Currencies and exchange rates cccccceeeceeeeeeeeeeeeeeeeeeeneees Cliet CUTTENCIES iii ice Templates Logic and syntax of templateS occcoonnccccconcccncnnnnnnnnonanennnanos Common template variables coonccconncinncconnnenennninnnnnnanes Locale settings and date format ccccsssceeeeseeeeeeeeeeeeeneees Date an
17. Clients window displays all quotes for all clients New quotes cannot be created using this window Existing quotes cannot be deleted using this window To create a new quote to client open Main tab of Client window select that client then switch to Quotes tab of Client window and create your quote from there To quickly create a project based on a quote select it and click Create project Based on Quote button This will create a project with the same timeline and client jobs as in the quote this project is based on Quote Status A quote can have one of the three statuses Unknown Accepted and Rejected Depending on its current status the quote will be marked with different color in the quotes list e blue color identifies Unknown quotes e green color identifies Accepted quotes e red color identifies Rejected quotes See also Client window Quotes to Client Client Quote Draft Client Job Basic interface options KKK Advanced International Translations 108 Translation Office 3000 Help System 12 4 Invoices to Clients window Invoices to Clients window offers a general overview of all Invoices issued to all Clients in the database lt can be used to identify currently unpaid invoices obtain a total of balance due according to all invoices issued as well as to quickly issue a large amount of invoices The options available for this window are the same as those for Invoices tab of Client window The major di
18. Filtering Client Jobs Use Status filter drop down list to display only Completed Not Completed or Overdue Client Jobs Use Invoiced filter drop down list you can select to display only those Client Jobs which have or have not been invoiced If you have set invoicing policy for this Client in this Client s profile on the Main tab of Client window TO3000 Version 10 will advise you whether the jobs are ready for invoicing or not Client Job statuses Jobs in the list are marked colors depending on its status Green client job is not completed yet but its deadline is in the future Blue client job is not completed and due today Red client job is not completed and overdue its deadline is in the past Black client job is completed Also if a Job has any status other than Normal it will be highlighted either in red or in green Job Name Engine shceme ER 34221 This Job has On Hold status Veni Vidi Vici This Job has Planned status Nam tempus lt 3 Note You can change status of any job with the help of Optional Status drop down list in Edit Job window lt 3 Note Status colors can be configured b clicking menu Settings gt Personal and then clicking Colors Status Advanced International Translations Projects With Projects Mode only 135 See also Creating Client Jobs Advanced International Translations 136 Translation Office 3000 Help System 13 3 Schedule of Client Jobs window
19. Link button and connect this payment with appropriate invoices Click Ok button Alternatively you can click Mark as Paid button in Edit Invoice window to create a payment according to the invoice s total 3 Note In With Projects Mode projects can be marked as completed too To change a status of a project go to Projects gt Project gt Main tab or Clients gt Client gt Projects tab If you need to send a quote to a client go to Clients gt Client gt Quote tab and click New button Type aname of this quote and add all necessary jobs there After your quote has been accepted go to Clients gt Client gt Quote tab select this quote and change its status to Accepted New Client Quote Client Wireless Adept Date Sent 24 01 2012 vr Client PM Code Auto me Unknown Draft Project Brochure Accepted Client Jobs Request for Quote Answer Custom Fields A ne New J Edit Delete Group of Services Service Unit Volume Price Pricing Total Brochure LEUE English gt Sw words 0 50 per unit 750 00 Also you can create a project client jobs based on a quote For this go to Clients gt Client gt Quote tab select an appropriate quote and click Create Project based on Quote Create Client Jobs based on Quote button lt 3 Note Create Project based on Quote button will appear if With Projects Mode is enabled Create Client Jobs based on Quote button will appear if Without Projects Mode is
20. No or Use new line for each new variant Null Values set some variants of null value representation in the imported table e g 0 or Empty Use new line for each new variant 5 Regional settings Data Formats On Data Formats tab you can customize the format of each imported field in case when additional formatting is required Select the field in the field list on the left and set its format in the proper edit fields Generator value use this edit field to set the initial value of the autoincrement field Generator step set the step of the autoincrement field If it is O then the value of the generator Advanced International Translations Importing data into TO3000 will be ignored Constant value use this edit field to set the constant value of the field Null value set the value which will be understood as NULL to set the default value Default value set the default value of the NULL field Left quote set a character or a number of characters which denote quoting in the imported string Right quote set a character or a number of characters which denote quoting in the imported string Quote action you can select Add to add quotation marks to the imported string Remove to remove all the quotation marks from the imported string or As Is to save the original quotation marks Char case set the case of the imported string As Is saves the original string Upper sets the
21. Settings Advanced International Translations z Translation Office 3000 Help System 10 1 Basic interface options Majority of data in TO3000 Version 10 is being stored in various tables Each of these tables can be customized to a certain extent to adopt to each user s preferences Sorting records Just like in most of tables in other software applications you can sort table rows order by any column To sort the rows in any table click the column caption in the list If you want to sort your table by certain column left click the heading in the table Assigned Completed Project Code 11 15 2007 3 12 7 2007 6 00 PM 0024 3 18 2008 3 24 2008 6 00 PM 3 24 2008 6 00 PM 0024 10 30 2007 11 3 2007 6 00 PM 11 3 2007 6 00 PM 0025 10 19 2007 11 3 2007 6 00 PM 11 3 2007 6 00 PM 0025 ml O a The order of sorting direction is shown as a triangle arrow near the column caption Assigned Deadline Completed Project Code 11 15 2007 T 2007 SUN PM 12 7 2007 6 00 PM 0024 11 22 2007 12 14 2007 6 00 PM No 0020 12 19 2007 1 19 2008 6 00 PM No 0028 1 6 2008 1 23 2008 12 00 4M 1 24 2008 3 10 PM 0035 If you click the same column caption one more time the order of sorting will be reversed Moving columns You can easily change the order of the columns displayed 1 Click the column caption and hold the mouse button Black line will appear to the left of this column Assigned Deadline
22. This window displays project schedules upper field and schedules of their client jobs lower field Double click any schedule representing project or client job to open this project or job for editing See Using Schedules topic for more information on schedules Job and project schedules colors Just like the jobs they represent job schedule bars can have different colors depending on the statuses of respective jobs Green project or job is not completed yet but its deadline is in the future Blue project or job is not completed and due today Red project or job is not completed and overdue its deadline is in the past Grey project or job is completed See also Using Schedules Client window Advanced International Translations Projects With Projects Mode only az 13 4 Creating a project Projects are created from two areas of TO3000 Version 10 A On the Main tab of Project window by clicking New Project button B On the Projects tab of Client windowby clicking New button New Project window Client PM one of the client s contacts responsible for this project on the client side The person selected here will be set as default client s PM for all new client jobs of this project See Contacts List topic for details on adding and editing contacts Name project name can be 150 characters long Timeline timeline of a project in TO3000 Version 10 includes assigned deadline dates and the
23. Without Projects Mode only Client jobs can be created clicking New button of Client Jobs tab of a client New Client Job window Code unique code of client job is created automatically along with the job itself The first character J indicates that this is a job code letters afterwards are client code and the number is the value of client job counter for this client Each client has independent code counter for this code Client Ref client reference can be maximum 20 characters long Client PO number of client purchase order can be maximum 40 characters long Client PM one of the client s contacts responsible for this job on the client side Client PM name can be automatically included in invoice containing this job By default this is the Client PM selected for this project Client jobs of the same project can have different client PMs See Contacts List topic for details on adding and editing options for Client PM field Name name of client job will appear in invoices where this job will be included usually this is the name of document being worked with This name does not need to include language pair or service name since this data is being added separately Group group of services All services in TO3000 Version 10 are broken down by groups You can select any of the groups of services available To add or edit a group of services please open menu Settings gt Business and select Groups of Services section Se
24. be customized with the help of menu Settings gt Personal Click Colors Statuses section of Personal Settings window Filtering Projects List Use Status filter drop down list to display only Projects with a particular status See also Adding a new Project Templates Advanced International Translations Clients 99 12 1 7 Client jobs of client Client Jobs belonging to all projects of the currently selected client can be viewed and edited on the Client Jobs tab of the Client window Use Status filter drop down list to display only Completed Not Completed or Overdue client jobs Use Invoiced filter drop down list you can select to display only those client jobs which have or have not been invoiced If you have set invoicing policy for this client in this client s profile on the Main tab of Client window TO3000 Version 10 will advise you whether the jobs are ready for invoicing or not Client Job statuses Jobs in the list are marked colors depending on its status Green Client Job is not completed yet but its deadline is in the future Blue Client Job is not completed and due today Red Client Job is not completed and overdue its deadline is in the past Black Client Job is completed Also if a job has any status other than Normal it will be highlighted either in red or in green Job Name Engine shceme ER 34221 This Job has On Hold status Veni Vidi Vici This Job has Planned status Nam te
25. be used for saving this invoice in an RTF file lt 5 Note You can choose to save the output file in PDF or DOC format by selecting this format in Save As window with the help of Save as type drop down list To edit templates for invoices click menu Settings gt Personal and select Templates Templates for invoices are located into C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Invoices folder See also Invoice Template Variables Advanced International Translations Clients 125 12 18 Creating payments Payment from client contains the following data Date Received except for accountant s reference this date will also be used by Global Date filter Please see Global Date Filter topic for details Code payment code is generated automatically In this code P character means that this is a payment letters afterwards represent code of the client and the number is the value of payments counter for this client Each client has independent code counter for payments Volume total amount of payment in Client s currency TO3000 Version 10 will calculate your revenues in your base currency according to exchange rates See Exchange Rates topic for details Notes any additional notes by accounting or other staff For example if this is an advance payment for future project Linked with Invoices payment value can be linked with invoices fully or partially The table on Linked with Invoices tab indicate
26. button Additional folder settings To add custom subfolders to Client or Project folders open respective tab Client Folder Project Folder With Projects Mode only or Client Job Folder Without Projects Mode only and create required folders there Any folders added to folder structure this way will be automatically added to each new Client or Project folder To disable automatic creation of Client or Project folders clear Automatic Folder Creation check boxes on Client Folder or Project Folder tab See also Business Settings Personal settings Database settings Advanced International Translations e Translation Office 3000 Help System 11 3 4 Salutations Salutations will be automatically added to contact names in your invoices Use Salutations section of the Advanced settings window to add new salutations or modify existing ones Salutations are assigned to contacts on the Contacts tab of Client window See Creating contacts topic for details To edit salutations 1 Click menu Settings gt Advanced 2 Click Salutations section See also Business Settings Personal settings Database settings Advanced International Translations 11 3 5 Custom Fields TO3000 Version 10 supports database structure cstomization in the form of adding custom fields to certain tables in database Custom fields can be added with the help of Custom Fields section of the Advanced Settings window lt 3 Note You can create cus
27. can be created edited and deleted with the help of TO3000 Version 10 Advanced settings window To manage custom reports 1 Click menu Settings gt Advanced 2 Click Custom Reports section to open custom report management options Custom report options The following options are available for custom reports e New Edit Delete buttons can be used to create modify delete the selected report e Edit Details button provides access to the Edit Custom Report window where you can change report name and description e Example View Set Clear buttons use Set button to specify the date interval for the sample of selected report displayed when the report is accessed in TO3000 Version 10 menu Custom Reports gt List Use View button to see this sample and Clear to delete it Preview button opens the Preview window where you can see how the selected report would look on paper and print it if needed Load and Save buttons will allow you to download new reports from PXR2 report files importing and save the existing reports to PXR2 files for exporting lt 3 Note Custom reports which are displayed in Custom Reports section of TO3000 Version 10 Advanced settings window are the ones currently integrated into TO3000 Version 10 database PXR2 files are used solely for export import purposes thus deleting PXR2 file from 14 Tl Translation Office 3000 V9 Admin Reports will not delete any of the reports in database Exporting a custom repor
28. contains for text columns like Name greater or less than for numeric columns like Total not empty and other e Condition value This is the parameter being searched or filtered Click the lt gt string to set the parameter for the selected field 5 Note To filter by property which has two possible values Yes or No please select is equal to 0 to display records which has No value of this property and select is equal to 1 to display records which has Yes value of this property 3 Click OK to switch on the filter or click Save button on the right first to save this set of conditions so that you will not need to recreate it next time you want to select the item basing on such conditions See also Global Date Filter Advanced International Translations 34 Translation Office 3000 Help System 10 5 Global date filter Global date filter can be set to display only those records in the database that match certain time parameters For example you can set global date filter to display only records for certain year quarter month or to specify a custom time interval Please be advised that Global date filter effect is not limited to certain window Once applied it works in all date relevant records The following areas are affected by global date filter Clients e Client window tabs Marketing Quotes Projects Client Jobs Invoices Payments and Balance Quotes to Clients window Client Jo
29. contains this record already select the fields from the list on the left and add them to Selected Columns using buttons with arrows Usually client name and country are selected Advanced International Translations 188 Translation Office 3000 Help System Import all records option check this option to import all records from the source table Import only first record s if you do not want all the records to be imported set a number of records to import them from the source file In this case only this number of records beginning from the first one will be imported Advanced International Translations Importing data into TO3000 189 20 2 Importing from xls With TO3000 Version 10 Import Utility you can import data from your xls files directly to TO3000 Version 10 database To link source and target fields 1 Select the required target field from the Target Fields in TO3000 Database list 2 Select the corresponding cell of xls file in the preview area by clicking row or column caption using Ctrl key the corresponding row or column will become blue highlighted 3 Once both target and source fields have been selected press Enter the corresponding row or column will become green highlighted Alternatively select target field click Add button and specify which column to link After you select all the corresponding cells for the current table field proceed to another field and repeat all these operati
30. database In case you are just updating your TO3000 Version 10 and you already have your database up and running and there is no need to install another one 3 Note As a security measure TO3000 Version 10 Setup under no circumstances shall overwrite existing database If you would like to install new database please remove or delete existing database file manually before running TO3000 Version 10 Setup TO3000 Version 10 database file is located in TO3000 Version 10 setup folder Translation Office 3000 V10 db TO3000 fdb Please be sure not to delete this file accidentally because it contains all your workflow data Advanced International Translations TO3000 Version 10 Setup 11 5 Upgrade to TO3000 Version 10 Installing and registering TO3000 Version 10 TO3000 Version 10 can be installed and run along with earlier versions of TO3000 for evaluation purposes To upgrade from TO3000 V7 TO3000 V8 or TO3000 V9 0 to TO3000 Version 10 you will need to do the following steps 1 Install new TO3000 Version 10 to the same PC as the old version opting Do not install database 2 Run TO3000 Database Converter 3 Convert your database from a previous version of TO3000 4 Copy the converted database to setup folder of TO3000 Version 10 5 Register TO3000 Version 10 Running TO3000 Version 10 lt PROGVERSION gt Database Converter TO3000 Version 10 Database Converter is an application supplied in the standard TO
31. drag and drop the required fields from your query to the Master Data band Advanced International Translations 222 Translation Office 3000 Help System Projects with ra PageFooter PageFooter 1 Please note that any Master Data band can be linked to certain dataset or query in this case only so in case you have more than one query please be sure to drag and drop fields only to that Master Data band which has been linked to this query For example the Master Data band below can contain fields from Projects with Model query Drag sequentially the following fields from the Data area and place them inside Master Data band in a row PROJ_FULL CLIENT_NAME PROJ_DEADLINE When placed into your report the fields take form of text objects like Projects with Model PROJ_FULL These act very much like text variables in TO3000 Version 10 RTF templates 3 Note Some of these objects may be very wide Please try adjusting their width by dragging the borders of these objects Alternatively please try entering exact object length be selecting it and typing their width in Properties area Advanced International Translations Custom reports 223 5 a Pro jects with Model PROJ_STARTED These are the fields you have just added Projects with Model PROJ_FULL Projects with Model CLIENT NAME Projects with Model PROJ DEADL
32. drive C Location of Business folder on the Folders section of Advanced settings window To specify a different business folder location 1 Click menu Settings gt Advanced 2 Click Folders section 3 Click Change button Having changed Business folder location you must move the content from the old Business folder manually Different folder types Business folder contains two sub folders Clients folder and Projects folder Clients folders a separate folder for each client are stored in the Clients folder Each folder is named by unique Client Code Please refer to Client folder topic for details Project folders a separate folder is created for each project With Projects Mode only are stored in the Project folder Each folder name contains unique project code project name Please refer to Project folder topic for details Client job folders a separate folder is created for each client job Without Projects Mode only are stored in the Client folder Each folder name contains unique client job code These folders as well as their subfolders are created automatically by clicking Create button in respective areas of the program like Main tab of Project window Automatic folder creation With the help of automatic folder creation feature for any folder in TO3000 Version 10 you can define a number of subfolders to be automatically created upon creation of their parent folder To enable this feature for certain folder type
33. e All variables from datasets which return date and time e All variables from the following table Advanced International Translations Templates 167 VARIABLE TYPE DESCRIPTION PROJECT_DATE_STA Project template variable Date when the project was started in RTED following format 9 20 2006 PROJECT_DATE_DEA Project template variable Project deadline in following format DLINE 9 20 2006 PROJECT_DATE_CO Project template variable Date of the project completion in MPLETED following format 9 20 2006 ASSIGNED Client Jobs template Date when the job was assigned in variable following format 9 20 2006 DEADLINE Client Jobs template Job deadline in following format variable 9 20 2006 COMPLETED Client Jobs template Completion date in following format variable 9 20 2006 DONE Client Jobs template Completion date in following format variable 9 20 2006 START Quotes template variable Date assigned in following format ESTSTART 9 20 2006 COMPLETION Quotes template variable Deadline date in following format ESTCOMPLETION even Syntax Date and time functions are added to the variable in the following way function VARIABLE gt Example To add wd function to ASSIGNED variable from the client jobs template change the variable syntax in the following way wd ASSIGNED The result will be the day of the week when the job was assigned e g Wednesday See also Logic of Templates Advanced Int
34. for Client Quotes are located into C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Quotes folder See also Quotes Template Variables Advanced International Translations 122 Translation Office 3000 Help System 12 16 Draft client Job There are two ways of adding or editing draft client jobs either in Edit Quote window of required quote or by selecting the quote and managing its Draft Client Jobs in the table to the right Draft Client Job contains the following data Name maximum 100 characters long Group of services you can select any ofthe groups of services available To add or edit a group of services please open menu Settings gt Business and select Groups of Services section Service each group of services contains a separate list of services Before selecting a service select group of services first To add or edit a service please open menu Settings gt Business and select Services section Volume when entering volume being quoted you can either use the volumes specified by client or count client s file with built in AnyCount CAT analysis can also be used to devise draft job volume To count a file click lt AnyCount button To enter CAT analysis or load Trados or Logoport log click lt CATCount button Please refer to AnyCount and CATCount topics for details lt 3 Note Please make sure that correct volume units have been set before using AnyCount or CATCount options Jobs in such vol
35. ideada ea 217 Example creating a report iii A id 219 Part XXV Hot keys 226 Part XXVI Other Products by AIT 227 1 ACTO A ia 227 2 AO UN A ai 228 E O A O ceed E E tcevsecoandegeeetets 229 ES AA O eves oats 230 5 Any Me Misvsoiiciinia died 231 6 CAT COU MES A AA A RD A 232 TA Cp OUN aii A A aii 233 NS O A TN 234 O A A A TN 235 10 WinLexiCiiiniiniaccncaa ii ia 236 Advanced International Translations Welcome to Translation Office 3000 Version tof 7 1 Welcome to Translation Office 3000 Version 10 Translation Office 3000 Version 10 TO3000 Version 10 is advanced software which easily and seamlessly integrates to the business life of freelance translators It transforms the complex and diverse world of the translation business into an easy to understand concept implemented in the software You can either browse the help topics to learn about Translation Office 3000 Version 10 in consecutive way or invoke context sensitive topics of Help System from any location of TO3000 Version 10 by pressing F1 key Ifyou have any questions one of our team members would be pleased to assist you Contact us at http www aithelp com Advanced International Translations 3 Translation Office 3000 Help System 2 What s new in TO3000 Version 10 TO3000 Version 10 is our major release of portable headquarters for freelance translators Now projects are optional You can create jobs directly in client pro
36. of the project folder can include not only unique project code Project folder name The way Project folders are named can be customized with on Folders section of Advanced settings window Name of each Project folder can consist of the following components Project code obligatory Project name Click Update Folders button to apply changes to the names of all Project folders created before This feature is available only for name of projects folders and does not have effect on other folder names Advanced International Translations File management 147 15 4 Client Job Folder Without Projects Mode only Primary purpose of every Client Job folder is to serve as a storage location for all files relevant to a particular Client Jobs It can be created from the Client Jobs tab of Client window It is created automatically when any client job related document is saved Client Job folders are saved under Client Jobs folder Client Job folder always contains at least three subfolders e Incoming where you can store the files sent you by the client e Work where you can store files while working on them e Outgoing where you can put files ready to be sent to the client Each Client Job folder can contain custom subfolders which will be created automatically These subfolders can be specified on the Folders section of Advanced settings window All client jobs are stored in clients folders For consistency purposes name of the Cli
37. only certain tabs Export settings e select Pictures to enable exporting pictures from the source file e select WYSIWYG What You See Is What You Get to make the rtf e file look exactly as the picture you see on the screen e select tab breaks and tab breaks will be compulsively inserted in the rtf file To automatically open the new file after finishing export procedure select Open after export See also Export to txt Export to csv Export to html Export to xls Export to pdf Advanced International Translations Exporting data from TO3000 203 21 6 Export to pdf In the Export to pdf window you can set properties of output file when exported in pdf format It opens when you select pdf from the Export to drop down list on the Export window Settings for exporting to html tab range e select All to export all tabs of the source e select Current tab to export only the tab you are currently viewing e select tabs and specify the numbers in the text box provided to print only certain tabs Export settings e select Compressed to create a paf file of minimal size e select Embedded fonts to create a paf file with all used fonts embedded like this you can be sure that you text will look the same on any computer even if the fonts used are not installed there select Background to keep the view of the background in the target pdf file select Print optimized to optimize the new pdf file for printin
38. rate 1 Click menu Settings gt Business 2 Click Exchange Rates 3 To add new currency exchange rate click New button 4 Select the currency from the drop down list enter its rate relating to your base currency and click OK See also Currencies Advanced International Translations Multiple currencies support 155 16 3 Client currencies When you add new client to your database you define the currency of this client All the prices quotes invoices and payments related to the client will be recorded in the currency you defined 3 Note If you encounter a rare case when your transactions with particular client involve more than one currency you can create two separate client records separate for each currency This way this client will have two separate accounts in your database one for each currency Client currency of each client can be changed on Main tab of Clients window by clicking Client Currency button in client profile See also Client Profile Advanced International Translations 156 Translation Office 3000 Help System 17 Templates Templates in TO3000 Version 10 Template is an RTF Rich Text Format file stored in your TO3000 Version 10 setup folder and used as a template when saving work flow documents in ATF rich text format or PDF portable document format files RTF files can be opened with most text editors including MS Word and easily converted to more common doc format Sav
39. select Automatic Folder Creation checkbox on the tab of required folder in Folders section of Advanced settings window Advanced International Translations m Translation Office 3000 Help System Every time Client or Project folder is created by TO3000 Version 10 Workstation any folders or subfolders added to respective tab of Folders settings will be created in that folder automatically To disable creation of customized folders clear Automatic Folder Creation on the corresponding tab Folders tab See also File manager Advanced International Translations File management 145 15 2 Client Folder Client folder is a storage location for all files relevant to a particular client This folder is created with the help of Main and Files tabs of the Client window The following subfolders are created automatically in Client folder depending on the document being saved e Prices in this folder all printable price lists for current client are saved e Quotes in this folder all printable quotes for current client are saved e Invoices in this folder all printable invoices for current client are saved e Payments in this folder all payment printouts of the current client are saved In Without Projects Mode e Jobs in this folder all printable documents related to jobs are saved In Without Projects Mode Jobs folder contains all client jobs files See more infromation at Client Jobs Folder Each client folder c
40. status and make them Settled gt Example Invoice Total 1000EUR it is linked with Payment on 997EUR When you click Add Phantom Payment you will be suggested to create a phantom payment on 3EUR If the invoice is not linked to any payment you will be suggested to create a phantom payment on with total equal to the invoice total sum Notes any additional notes which your invoice must include can be added on this tab Advanced International Translations 124 Translation Office 3000 Help System Discount Markup invoices can have up to 2 discounts and markups These are applied as positive markup or negative discount percentage to invoice subtotal To configure discounts and markups click menu Settings gt Business and select Discounts Markups section For more information on adding or editing discounts and markups please see Discounts Markups topic Tax each invoice can have up to 2 taxes Taxes are applied as percentage to invoice subtotals plus discounts markups To configure taxes click menu Settings gt Business and select Taxes section For more information on adding or editing discounts and markups please see Taxes topic Saving and printing Invoices To save invoice as an RTF document first apply changes made to this invoice by clicking Apply button Once the invoice has been saved in database RTF template controls for it will become active Use RTF Templates drop down list to select the template which must
41. tells the parser to round up the value to specified number of digits after decimal point 2 digits in the example below Job Total fnum dtLinkJobs TOTAL 2 Data Scan commands Another of RTF templates is Data Scan commands These are used to create tables in which number of rows is determined by the number of records in database gt How to 1 Begin by entering scan dtLinkJobs command This must not necessarily be dtLinkJobs depending on the template this can be e scan dtLinkJobs in invoices templates to display jobs included in invoice e scan dtLinkInvoices in payment templates to display invoices linked to the payment e scan dtLinkPayments in invoice templates to indicate linked sums 2 Insert table header between scan dtLinkJobs and scanentry 3 Insert one row of data columns after scanentry Every variable in table must be preceeded with dtlink commfnd For instance if the table begins with scan dtLinkJobs each variable must have this link included dtLinkJobs JOB_NAME dtLinkJobs COMPLETED and so on 4 Insert endscan after data columns lt 3 Note Use noeof to hide table s header and footer if the table body appears to be empty For Advanced International Translations 160 Translation Office 3000 Help System instance if your invoice includes only jobs and no expenses the header and footer for expenses will not be saved printed Example scan dtLinkJob
42. to group jobs in a project e Without Projects Mode This workflow mode allows to work with jobs without necessity to create a project See also Workflow Modes With Projects Mode Without Projects Mode Common workflow Advanced International Translations so Translation Office 3000 Help System 11 6 Language Settings Language Settings allows to choose a language of TO3000 user interface After choosing a language it is required to restart the software Advanced International Translations Settings 81 12 Clients 12 1 Client window Client window can be used to view edit and enter new information about your clients as well as to manage their client jobs and job assignments as well as some marketing and financial information like prices quotes and invoices of your clients To open Client window click Client shortcut from the Clients tab of Navigation panel or by clicking Client command from the Navigation menu Client Window tabs Different tabs of Client window represent different aspects and elements of your clientele database Client data is broken by the following Client window tabs e Main tab contains profiles of your clients Client records can be created and marked as completed here This tab also contains client profiles Contacts tab lists contacts of the selected client New client contacts can be added here Marketing tab contains marketing information added by your sales representat
43. viewed folder in Windows Explorer window Once opened this window can be accessed with the help of Open Folders drop down list Search button opens common Windows search tool pre set to search in currently viewed folder Folder address displays path to currently open folder It can be quickly copied to clipboard by double clicking this string and using context menu to select Copy option Common file options buttons can be used to perform standard operations with selected files and folders Folder structure tree and contents of currently selected folder are identical to those of general folders windows Related Folders Related folders contain information relevant to currently open folder For example working with project files you might also need access to Client folder and vice versa Advanced International Translations File management 149 To quickly open related folders to currently opened folder use Related folders field Client related folders are Project folders of this client s projects and client FTP connections Project related folders are Client folder of selected project and client FTP connections Related Folders list can also be used to open any folder on local PC as well as to connect and work with FTP folder e Select Local Folders option to open folders on local PC e Select Client FTP to connect and work with FTP folders Any option selected in Related Folders list is opened in separate field of Files
44. who e Group several jobs in a project e Perform several task for one job For example if you make translation proofreading and DTP for one job e g Brochure you can create a project with name Brochure and then create several client jobs Brochure Translation Brochure DTP Brochure Proofreading where translation proofreading and DTP are group of services Translate jobs on several languages For example if you make translation English gt German and English gt Spanish for one job e g Brochure you can create a project with name Brochure and then create two client jobs Brochure English gt German Brochure English gt Spanish where translation proofreading and English gt German and English gt Spanish are services Advanced International Translations 22 Translation Office 3000 Help System 9 3 Common workflow After creation of jobs see topics above there is the following workflow 1 After jobs has been completed you can mark them as completed entered to these jobs Clients gt Client gt Client Jobs tab gt Edit button Then go to Clients gt Client gt Invoices tab and create a new invoice clicking New button Add all necessary jobs to this invoice select taxes discounts and click Ok button 2 After a payment for this invoice has been received go to Clients gt Client gt Payments tab click New button type a value of this payment switch to Linked with Invoices tab click New
45. 0 fdb Database Version string displays the version of TO3000 Version 10 database Version number consists of program version 9 70 0 and major minor version of database Use this string for reference when manually updating database version with the help of database update scripts Disk Space Left string displays the information about the free space left on the disk where TO3000 Version 10 database is located The following options are available in the Database settings window Backup Quick back up of your database into a file automatically signed with date and time of backup It is recommended to back up your database often Quick Optimization Automatic optimization of database structure Use this procedure if database of your TO3000 Version 10 seems to be running slower than usual Restore Automatic restoration of TO3000 Version 10 from a backup file Run Update Script Manual update of database version Check Integrity Run this procedure in case the program often displays check integrity error messages Repair Use a backup copy of your database file to repair database structure KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations 11 41 Backup It is recommended to perform regular backups of TO3000 Version 10 database You can perform backup of the database at any time by clicking Backup button on the Database Settings window of the TO3000 Version 10
46. 08 5 Payments from Clients WiNdOW cccomnccconcconnncconncnnnnnennnnnnnnennnnnnnnnrrnnnrrnnnnrrnnrrnnnnrrnnarenanennns 109 6 Balance of Clients wINdoOW oiciociiicoiccicii ica ana 110 7 Schedule of Projects With Projects Mode ONly oomcccocccconnncconnnncncnonnncnoncnnnancnnnanenanenons 111 8 Schedule of Client Jobs Without Projects Mode ONly oooccconnccconcconccconnnononacinannnnnnennns 112 NABUSIMOSS EXPENSAS taa 113 10 Creating Clint 114 11 Creating client jobs Without Projects Mode ONly coomccooncconnncnonnnonnnnnnncnnnnncnnnnnononennnns 115 12 Creating Conta CS iii ai iaa aid dt 117 13 Creating client prices icon ice ir a aaan aaan idinaan 118 14 Copying client prices from general pricCesS ooccoonncconncnonnneconnnennnnnnnnnnnnnnonnnnnnnnennnnnenanennnnn 119 15 Creating quotes to ClientS ooncconnccconicioonncconnnncnnnnnnnnennnennnnnnnnnnrnnnnrnnnnnrnnrrnnnnernnnnrrnnennnnes 120 16 Draft client Job cui ada 122 17 Creating invoices TO Clik iii A 123 18 Creating payme S sce tii abies teed afeasrshe deve cidecedeedecvexechs sane ana 125 19 Void INVOICES A cetacean tehges Ei 126 Part XIII Projects With Projects Mode only 127 T Proj ct WING OW ii iii ci line eii Project Profile cccsecceeseeeeeeeeeseeeeeeeeeeseeeeees Client Jobs of Project FIGS OF Proje A eaae ea Eaa aa ar eaa ae EEE ia Info tab Of Project WINdOW iccccconccnnnicnnnccccnnnnnc nn 132 Schedules of Proje
47. 3000 Version 10 setup It allows to transfer a database from Translation Office 3000 Versions 7 8 and 9 and Running TO3000 Version 10 Database Converter is a convenient way to upgrade database from previous version TO3000 to operate with TO3000 Version 10 1 Run the converter from either startup menu or by double clicking DBConverter exe file the default location is Translation Office 3000 Version 10 Admin DBConverter 2 Select your current version of TO3000 database and click Next button 3 Select Create TO3000 10 Database radio button 4 TO3000 Version 10 Database Converter will automatically locate installation of TO3000 and select the source database file to be transferred In a case if the program cannot find TO3000 database click Browse button manually specify a path to the source database file and click Next button 5 Specify a directory into which the database file should be outputted and click Next button 6 Click Start button to convert the database for TO3000 Version 10 7 Create db folder in Program FileslAlT Translation Office 3000 Version 101 folder 8 Copy the created TO3000 fdb file into Program FileslAl Translation Office 3000 Version 10 db folder 9 Run TO3000 Version 10 and register it using your Serial Number amp Important Note Make sure that you convert a database under the same Language for non Unicode programs as on your work computer For example if you have worked with Fren
48. 3000 Help System 13 5 Creating client jobs Client jobs can be created in the following areas of TO3000 Version 10 A Tree tab of Project window by right clicking the tree view and selecting New Client Job by clicking New Client Job button at the top of the tree view B Client Jobs tab of Project window by clicking New button New Client Job window Code unique code of client job is created automatically along with the job itself The first character J indicates that this is a job code letters afterwards are client code and the number is the value of client job counter for this client Each client has independent code counter for this code Client Ref client reference can be maximum 20 characters long Client PO number of client purchase order can be maximum 40 characters long Client PM one of the client s contacts responsible for this job on the client side Client PM name can be automatically included in invoice containing this job By default this is the Client PM selected for this project Client jobs of the same project can have different client PMs See Contacts List topic for details on adding and editing options for Client PM field Name name of client job will appear in invoices where this job will be included usually this is the name of document being worked with This name does not need to include language pair or service name since this data is being added separately Group group of services Al
49. ARIABLE DESCRIPTION PAYMENT_CODE Payment code CODE PAYMENT_DATE PDATE Date payment received in following format 10 4 2006 PAYMENT_DATE_LONG Date payment received in following format Monday October 04 PLONGDATE 2006 PAYMENT_NOTES Notes about payment TOTAL_PAID Total paid TOTAL NOT_LINKED Amount not linked with invoices LINKED Amount linked with invoices IS_LINKED Used in algorithms If payment is linked with invoice True if it s not False PAYMENT_NOTES Payment notes NOTES Linked invoice variables These variables can add information from linked invoices to payment template DATASET WITH COLUMN NAME DTLINKINVOICES IDATE DTLINKINVOICES ICODE DTLINKINVOICES GNUMB DTLINKINVOICES TOTAL DTLINKINVOICES OTHE R The part of the linked invoice total covered by other payments DTLINKINVOICES ADJUST The sum of the phantom payment of the linked invoice DTLINKINVOICES LINKED The part of the current payment total linked Advanced International Translations Templates 179 E DTLINKINVOICES BALANCE Balance Due of the linked invoice DTLINKINVOICES DATEDUE Linked invoice due date See also Logic of Templates Advanced International Translations 180 Translation Office 3000 Help System 18 AnyCount Introduction AnyCount is text count engine which automatically calculates text volumes contained in a file or a number of files Co
50. Export button from Local Report group of buttons on Button Panel 2 Select t he necessary format from the drop down list and click OK For details on exporting to different file formats please see Export to Export to Export to Export to Export to Export to rtf txt CSV html xls pdf Advanced International Translations Exporting data from TO3000 21 1 Export to txt Exporting TO3000 Version 10 data to txt format does not require specifying any additional options After selecting txt in the Export window the standard Windows Save As dialog box appears where you can specify the target file name See also Export to rtf Export to csv Export to html Export to xls Export to pdf Advanced International Translations 198 Translation Office 3000 Help System 21 2 Export to xls In the Export to Excel window you can set properties of output file when exported in xls format It opens when you select xls from the Export to drop down list on the Export window Settings for exporting to Excel tab range e select All to export all tabs of the source e select Current tab to export only the tab you are currently viewing e select tabs and specify the numbers in the text box provided to print only certain tabs Export settings e select Styles to save style setting of the source when exporting e select tab breaks and tab breaks will be compulsively inserted in the xls file e selec
51. Filtering invoices list You can view only fully paid or only unpaid outstanding invoices To display only invoices with a particular status click Status filter drop down list You can select to display only those invoices which have or have not been approved by you applying Approved filter See also Mass Invoicing Advanced International Translations Clients 101 12 1 9 Payments from client Payments tab of the Client window displays payment records of the currently selected client Payments can be linked to invoices fully or partially to settle them Payments are also added to company profits analysis on balance tabs By default payments values are displayed in client s currency Right click the table and click Customize columns option to configure which payment data must be displayed Advanced International Translations 102 Translation Office 3000 Help System 12 1 10 Client balance Balance tab of the Client window provides you with simplified balance of this client s financial accounts e Totals of payments total invoices and account balance e Pie chart showing the share of this client in Gross Revenues Cyber Computation Te Definition Designs W Translation software market review TTTTTTTTTT To open the Account tab open the Client window and then click Account tab See also Basic interface options Advanced International Translations Clients 103 12 1 11 Files of client
52. INE 8 Adding stationary data to other bands 8 1 Add a header for your report by clicking Text object button and placing the object on your report within the Report Title band Advanced International Translations 24 Translation Office 3000 Help System pre gt FIBQuer 2 7 Description DrillDown False 8 3 Data will be displayed in your Master Data band in columns each indicated by a field from the query Add the names of these columns right above the query field objects in your Header band Project name Client and Deadline the same way you added the header text object After this your report should look as follows Report Title Report The Projects Report Header Header Project Name i Client Deadline Projects with gt Projects with Model CLIENT_NAME Projects with Model PROJ_DEADLINE 9 Preview your report by clicking Preview button Your report preview will be displayed in the Advanced International Translations Custom reports 225 Preview window lt 3 Note You can further configure style of your report by configuring the style of text objects Select required text object and adjust its format in the Properties area to the left 10 Save your newly created report by clicking Save button and close report designer New report is now ready to be used If you want to save this report in a separate file in the Repor
53. ONGCOMPLETED 2006 COUNT_NOTES CATCount or AnyCount notes INVOICE_CODE Invoice code INVOICE INVOICE_GLOBAL_CODE Invoice global code INV_GLOBAL See also Logic of Templates Advanced International Translations 174 17 9 Translation Office 3000 Help System Invoice template variables Date and code VARIABLE STATUS DATE_DUE SETTLEMENT_DATE DATE_DUE_LONG SETTLEMENT_LONGDATE DUE_DATELONG INVOICE_DATE INV_DATE INVOICE_DATE_LONG INV_LONGDATE INVOICE _CODE INV_CODE INVOICE _GLOBAL_CODE INV_GLOBAL INV_GLOBALLONG Invoice totals VARIABLE INVOICE_TOTAL INVOICE_TOTAL_BASE JOBS_TOTAL JOBS_TOTAL_B NET_JOBS_TOTAL NET_JOBS_TOTAL_B Taxes DESCRIPTION Invoice status For example Expected within 30 days Settled 5 days earlier and so on Date when invoice is due in following format 10 4 2006 Date when invoice is due in following format Monday October 04 2006 Date invoice sent in following format 10 4 2006 Date invoice sent in following format Monday October 04 2006 Invoice code Invoice global code Advanced International Translations Templates 175 VARIABLE DESCRIPTION TAX1 Indicates if the tax 1 has been added used in algorithms If tax 1 exists True if it doesn t False TAX1_NAME Tax 1 name TAX1_VALUE Tax 1 value in client s currency TAX1_VALUE_B Tax 1 value in base cur
54. Save as type drop down list Template files Each document type like invoices purchase orders quotes and so on uses templates stored in specific folder named by the document type which templates it stores Advanced International Translations Templates 157 3 Templates CLIENTS O Invoices 5 Jobs O Payments O Prices O Quotes E PROJECTS By editing template overlay and format you edit overlay and format of all the documents which will be saved with it There can be a number of templates to choose from for one document type Each RTF file in the template folders is considered a template Editing templates Templates can be opened for editing using the Templates section of TO3000 Version 10 Personal settings To edit templates 1 Click menu Settings gt Personal 2 Click Templates section of Personal settings window 3 Locate the folder of the document which templates you wish to edit 4 Open required template file with text editor MS Word or any other editor supporting RTF format 5 After making all the necessary changes save Template in the same or new RTF file of the same folder 3 Note Template folders can also be opened with regular file browser like Windows Explorer Template Variables Variable is a certain symbol combination which is entered in template files When a document is saved using template TO3000 Version 10 recognizes the variable and inserts required data in the resulting docume
55. TAL_B E CINV_DIS1_TOTAL_B 5 Assigning functions Right click on the cell where fields CLIENT_ID the selected field and GROUP SQL section Group by intersect and select the Group option Similarly in the cell of intersecting CINV_TOTAL_B and Function fields we select the Sum option Advanced International Translations 212 Translation Office 3000 Help System Query Builder E Generate Query Run Query OK Model Query Data CLIENT_ID E CURR_ID E CINV_IS_VOID E CINV_VOID_DESC E CINV_VOID_NOTE E CINV_FNUMB E CINV_TAX1_TOTAL_B E CINV_TAX2_TOTAL_B E CINV_DIS1_TOTAL_B E CINV_DIS2_TOTAL_B CINV_TOTAL_B Right click on any field to bring up context menu 6 Generating query Click the Generate Query button Newly built SQL query will appear Advanced International Translations Custom queries 213 Query Builder Pan Generate Query Run Query Model Query Data Query Name Invoices Content SELECT c8 client_id SUM c8 cinv_total_b FROM cinvoices c8 GROUP BY c8 client_id This code has been generated by the Query Builder according to your settings on the Model tab Start executing the query clicking Run Query button from the toolbar in the upper part of the window and you will see the results Advanced International Translations 24 Translation Offic
56. TO3000V9 exe and install TO3000 Version 10 Import Utility e Run TO3000 Version 10 Import Utility and proceed with import process See Importing client data Please refer to Upgrade to TO3000 Version 10 topic for details on importing data from previous version of TO3000 3 Creating Quotes and Projects Quotes and Projects can be created using Quotes tab of Client window and Main tab of Project window respectively A Project can also be created using data from certain quote To create a Quote e Open Clients section of Navigation panel and click Client icon e Click Quotes tab e Click New Quote button to begin creating new Project To create a Project for With Projects Mode e Open Projects section of Navigation panel and click Project icon e Click Main tab e Click New Project button to begin creating new Project Advanced International Translations Quick start 15 4 Creating jobs In TO3000 Version 10 any Project consists of a number of jobs A job represents a certain amount characters words hours custom units of certain service like translation from source to target language assigned on certain date and having a deadline The quickest way to create Jobs is to do so in the Tree tab of Project window For more information about jobs please refer to Project window Tree tab topic To create Client Jobs for With Projects Mode e Open Projects section of Navigation panel and click Project icon e Clic
57. This window can be used to obtain total values of money transfers received from Clients as well as to register multiple payments in one session with the help of Mass action feature Use Status filter drop down list to display only Payments which are still to be linked with invoices or only those which whole amounts have been linked to invoices See also Client window Payments tab of Client window Basic interface options Mass Payments Advanced International Translations mo Translation Office 3000 Help System 12 6 Balance of Clients window Balance of Clients window presents a simplified balance sheet of your Clients based on their payments and invoices Accounting staff can use this window to identify which Client s accounts require attention Accounts can be viewed both in Client and your Base currency use View drop down list to select in which currency do you wish to view records Alternatively you can right click the table and use Customize columns option to add columns to view The columns containing B abbreviation display records in your base currency 3 Note To view global balance please select Base Currency option in View drop down list See also Balance tab of Client window Basic interface options Advanced International Translations Clients 111 12 7 Schedule of Projects With Projects Mode only Schedule of Projects window displays schedules of all Projects which fall into the scope of the selec
58. Translation Office 3000 Version 10 Help O Advanced International Translations Contents 2 Table of Contents Part Welcome to Translation Office 3000 Version 10 7 Part Il What s new in TO3000 Version 10 8 Part Ill System requirements 9 Part IV TO3000 Version 10 Setup 10 Part V Upgrade to TO3000 Version 10 11 Part VI Quick start 13 Part VII Registration 17 Part VIII TO3000 Editions 18 Part IX Workflow Modes 19 1 With Projects Mode iain raae en aaae eaa accent is once teenie aaa aa eae eae 20 2 Without Projects Mode 3 sis ccc sc vee acta nario cit 21 3 COMMON WOT OW aa a a aaa E ar died betes 22 Part X User interface 24 1 Basic interface OptiONS coicocioicaicrccra ii ia ti 26 2 BUON Pai 28 3 Navigation pane loci darian iaa 30 A E Ocal CUSTOM Milton a AA Add 33 5 Global date filter A li ei nt ec ene eae 34 6 Right click Menun sissioni aeania rra 35 A A O O E 36 Part XI Settings 38 1 BuSine SS Sen cui in ai 39 Groups OF SERVICES ia A A A Aea E aaa aA DEA AAA 40 A TOTO 41 Volume Unid idas 42 A A O O 43 SE AA O 44 gt A O A NN AO 45 Discounts Mar k UPS esse icnciccescbteseerscclsescdeesstdensacdivescsvosventceedocecdbucnssldedecesessecevedensaucUesocetesteresueredegestsnivensedeessuts 46 Advanced International Translations 3 Translation Office 3000 Help System Part XII 1 COUNT TIES nn AA A A Aia 47 Payment Methods iveco nac nea ENCANTAN er 48 CAES si
59. UOTEITEMS QlL COUNTNOTES CATCount notes of draft client job if job volume had been entered with the help of CATCount See also Logic of Templates Advanced International Translations 172 Translation Office 3000 Help System 17 8 Client Jobs template variables Variables for templates from New Edit Job dialog box can be used to construct document templates either for your reference during work process or for confirming job details to client VARIABLE JOB_NAME JOB_CODE CODE PO_CODE PO CLIENT_REF SERVICE GROUP_NAME INSTRUCTIONS WORK_NOTES VOLUME TYPE PRICE DESCRIPTION Job name Job code Purchase order client issued for this job Client reference number in accounting system of client Service name Group of Services name Job instructions Work notes Job volume Job type for example per unit flat fee free Job price ASSIGNED Date when job was assigned in following format 10 4 2006 ASSIGNED_LONG LONGASSIGNED DEADLINE DEADLINE_LONG Date when job was assigned in following format Monday October 04 2006 Job deadline in following format 10 4 2006 Job deadline in following format Monday October 04 2006 Advanced International Translations Templates 173 AQUA Completion date in following 10 4 2006 DONE format 10 4 2006 COMPLETED_LONG Completion date in following format Monday October 04 L
60. V9 0 Translation Office 3000 Version 9 0 Schemes e TO3000 Version 10 C Users Public Documents AIT TO3000 Version 10 Schemes Local Custom Filter settings e TO3000 V8 Translation Office 3000 V8 Filters e TO3000 V9 0 Translation Office 3000 Version 9 0 Filters e TO3000 Version 10 C Users Public Documents AIT TO3000 Version 10 Filters 3 Note In Windows XP C Users Public Documents AIN folder corresponds to C Documents and Settings All Users Documents AIN folder Advanced International Translations Upgrade to TO3000 Version 10 13 6 Quick start The following guidelines describe the most basic working procedures in TO3000 Version 10 such as Setting currencies and services Creating Client database Creating Quotes and Projects Creating jobs 1 Setting currencies and services Newly installed TO3000 Version 10 will not have all the currencies you need However all required currencies can be quickly added to the database Also you many need to adjust your base currency Having installed TO3000 Version 10 please take a moment to set the system up for your business 3 Note Base currency in the currency in which you prefer to keep your accounts For more information about base currency please refer to Multi Currency Support topic gt To enter new currencies e Run TO3000 Version 10 click menu Settings gt Business e Click Currencies to open currencies section of Business Settings
61. add or edit a group of services please open menu Settings gt Business and select Groups of Services section Service each group of services contains a separate list of services Before selecting a service select group of services first To add or edit a service please open menu Settings gt Business and select Services section Units prices in TO3000 Version 10 are quoted per certain units Price can only be applied to a Client Job with its volume in the same units To add custom units please open menu Settings gt Business and select Volume Units section Price per unit To add currencies to vew open menu Settings gt Business and select Currencies section To configure exchange rate between your base currency and other currencies open menu Settings gt Business and select Exchange Rates section See also General Prices for Clients Advanced International Translations Clients 119 12 14 Copying client prices from general prices Prices from general price list can be copied to individual client s price list If the same price with the same Service and Group of Services and units already exists in this client s price list TO3000 Version 10 will prompt you to replace the price in individual client s price list with the one being copied from general price list General price list can be managed in General Prices for Clients window Advanced International Translations 120 Translation Office 3000 Help System
62. al Prices for Clients Quotes to Clients Invoices to Clients Payments from Clients Balance of Clients Files and Schedule of Projects 2 Projects group consists of shortcuts Project Client Jobs Files and Schedule of Client Jobs See Navigation Panel topic Button panel Button panel contains a number of buttons groups Advanced International Translations User interface 25 e History Back and Forward buttons Jump Client and Project buttons Open Folders drop down list and Go button quickens your access any folder which was opened from TO3000 Version 10 during the current working session Local Custom Filter buttons Edit Off Recent buttons for managing Local Custom Filter used to search necessary records in your TO3000 Version 10 database Local Report buttons Export Print buttons for exporting the data from TO3000 Version 10 database to other applications you can export to rtf txt csv xls pdf html formats Global Date Filter buttons Edit Off Recent buttons for managing Global Date Filter a searching tool allowing to display only records which date of creation fits the specified condition See Button panel topic lt 3 Note When you exit TO3000 Version 10 the program automatically remembers the current window and currently selected record for example currently selected Client TO3000 Version 10 will open at the same location on the next run See also Business Settings Personal
63. ally Outlay of global invoice code can be configured in the Codes section of Advanced Settings window The non configurable portion of the code digits represent the global invoice counter Attention select one of the Client s contacts for this field Their name will be displayed in the resulting invoice document Please see Contacts List topic for details Client Jobs lists client jobs items of this invoice Right click this table and click Customize columns to configure which data should be displayed Mark as Paid button allows to create a payment according to a total of the invoice Adjustments adjustments are added to invoice totals Discounts and taxes are not applied to adjustments Payment Method you can add payment details banking credit card number PayPal account and so on to your invoice in the form of payment methods To configure payment methods click menu Settings gt Business and select Payment Methods section See Payment Methods topic for details on how to add or edit options on this tab Linked with Payments unless the full amount of invoice is linked with payments the status of this invoice will remain outstanding On this tab you can check if the invoice has been linked with payments Payments can be linked to invoices from Edit Payment window only Also on Linked with Payments tab Phantom Payments can be created These are used to balance negligent parts of invoices which keep Invoices with Outstanding
64. an contain custom subfolders which will be created automatically together with a client folder These subfolders can be specified on the Folders section of Advanced settings window Advanced International Translations m Translation Office 3000 Help System 15 3 Project Folder With Projects Mode only Primary purpose of every Project folder is to serve as a storage location for all files relevant to a particular Project lt can be created from the Main and Files tab of Project window It is created automatically when any project related document is saved Project s folder always contains at least three subfolders e Incoming where you can store the files sent you by the client e Work where you can store files while working on them e Outgoing where you can put files ready to be sent to the client Each project s folder can contain custom subfolders which will be created automatically These subfolders can be specified on the Folders section of Advanced settings window All client jobs are stored in project folders not in clients folders However having opened Files tab of Client window you can quickly browse through project folders of this client using Related Folders options Analogically client folder of the respective client can quickly be opened from the Files tab of Project window For consistency purposes name of the project s folder is the same as project code the default value and cannot be modified manually Name
65. ard Reports No Standard Reports Balances of ClientsClient balance Support via E mail Unicode 26 localizations Utilities Automatic Folder Creation Clone clients contacts jobs 00 O Advanced International Translations TO3000 Editions 19 9 Workflow Modes Work flow Modes was designed to take into consideration two most widespread workflow modes of Freelance Translators e With Projects Mode This workflow mode allows to group jobs in a project e Without Projects Mode This workflow mode allows to work with jobs without necessity to create a project lt 3 Note Workflow Modes can be changed in Settings menu gt Workflow Modes Workflow Mode can be changed at any time and it will not affect on operability of TO3000 If you have worked in Without Projects Mode and then changed Workflow Mode to With Projects Mode all your previously created client jobs will be displayed under a project with name Default Client Jobs lt Client Name gt such project will be created for all your clients that have client jobs If you have worked in With Projects Mode and then changed Workflow Mode to Without Projects Mode all your previously created client jobs will be displayed in the single list on Clients gt Client gt Client Jobs tab Advanced International Translations z Translation Office 3000 Help System 9 1 With Projects Mode To choose With Projects Mode click Settings option and then click W
66. are for Translation Agencies Projetex is a Project Management software for translation agencies It is a flagship product by AIT being used by 200 translation agencies around the world Our customers have already appreciated how Projetex simplifies task of corporate and freelance workflow management data and files sharing within a translation agency Web site http www projetex com Download free trial http download projetex com Projetex9S etup exe Advanced International Translations 236 Translation Office 3000 Help System 26 10 WinLexic GUI to Microsoft Glossaries for Technical Translators and Technical Translation Agencies WinLexic GUI to Microsoft Glossaries for Technical Translators and Technical Translation Agencies Displays glossaries in a nice and convenient dictionary form Allows fast search for glossary terms It simplifies the work with multilingual terminology used in Microsoft software products Web site http www winlexic com Download free trial http download winlexic com WinLexic2005Setup exe Advanced International Translations
67. be automatically added to Files tab this client s window See Client FTP Connections topic for details Custom data of client Client database can be customized by adding custom fields Any custom fields that have been added to clients database can be accessed by clicking Custom tab next to the Client Profile tab See also Postal Address of Client Advanced International Translations ss Translation Office 3000 Help System General Contact Information Payment Terms of Client Next Client Codes Locale Format of Client Invoicing Policy of Client Client FTP Connections Cloning a Client Advanced International Translations Clients 85 12 1 1 1 Postal address of client Postal address of client determines this client s country and is automatically added to invoices and quotes sent to this client The following postal address data can be added Street Address two separate addresses can be added Each address entry can be each 50 characters maximum When editing invoice and quote templates you can choose which of the two addresses invoice or quote contains City maximum 40 characters long State maximum 40 characters long Country you can add additional countries to the list of countries in the Postal Address of Client window See Countries topic for details ZIP Code maximum 10 characters long See also Countries section of Business settings Client Information Variables Advanced Interna
68. bs window Invoices to Clients window Payments from Clients window e Balances of Clients window Projects with Projects Mode only e Project window tabs Main Tree Client Jobs e Client Jobs window To apply a global date filter click Edit button at the bottom right corner of the TO3000 Version 10 window To switch on the last used filter click Recent button 3 Note Global date filter affects the whole database If you change it in one tab or window it will change globally throughout TO3000 Version 10 database lt 3 Note Global date filter setting is saved when you close the program and will be used next time you run TO3000 Version 10 See also Local Custom Filter TO3000 Version 10 User Interface Advanced International Translations User interface 35 10 6 Right click menu Customize Columns and Vertical View You can hide or display any column in any table with the help of Customize Columns option This can be done with any table in including clients and projects lists on the Main tabs of Client and Project windows 1 Right click anywhere on the table Select Customize Columns option in the context menu 2 Select check boxes in front of the names of the columns you want to display and clear those you want to hide To restore default columns click Default 5 Note By default some columns are not shown in some of the tables In case you cannot find certain information in a table please check if re
69. c for more details Request for Quote Answer enter a plain text note here Custom fields this tab can be to fill in custom fields of quotes It contains controls of all custom fields added to quotes database For more information please see Custom Fields Quote folder quote folders are created in Quotes folder located inside each client folder Quote code is used in naming the quote folder Draft Timeline like regular project quote has assigned and deadline dates Custom Fields quotes can also contain custom data fr example custom statuses dates or notes added in the form of custom fields If you have any custom fields in quotes to clients their controls can be found on the Custom Fields tab For more information on adding custom fields please see Custom Fields topic Saving and printing Client Quote To save Client Quote as an RTF document first apply changes made to this quote by clicking Apply button Once the quote has been saved in database RTF template controls for it will become active Use RTF Templates drop down list to select the template which must be used for saving this client quote in an RTF file Advanced International Translations Clients 121 lt 5 Note You can choose to save the output file in PDF or DOC format by selecting this format in Save As window with the help of Save as type drop down list To edit templates for quotes click menu Settings gt Personal and select Templates Templates
70. ch characters in a previous version of TO3000 Version 10 or TO3000 it is required to have French as Advanced International Translations 12 Translation Office 3000 Help System Language for non Unicode programs in Region and Language options of the computer in which you perform converting of the TO3000 Version 10 database Information regarding changing of this option is available at e For Windows XP http www microsoft com resources documentation windows xp all proddocs en us int_pr_select_language_version mspx mfr true e For Windows Vista http windows microsoft com en US windows vista Change the system locale e For Windows 7 http windows microsoft com en US windows 7 Change the system locale 3 Note If you are installing TO3000 Version 10 on a new PC ensure that Business folder used by previous version TO3000 is copied to the new location 3 Note Templates CAT schemes and Local Custom Filter settings will not be imported Please move them manually to TO3000 Version 10 setup folder Below please find locations of templates CAT schemes and Local Custom Filter settings in TO3000 V8 TO3000 V9 0 and in TO3000 Version 10 Templates e TO3000 V8 Translation Office 3000 V8 Templates e TO3000 V9 0 Translation Office 3000 Version 9 0 Templates e TO3000 Version 10 C Users Public Documents AIT TO3000 Version 10 Templates CAT schemes e TO3000 V8 Translation Office 3000 V8 System Schemes e TO3000
71. ct groups Business Settings Personal settings Advanced Settings Database settings Advanced International Translations Settings 39 11 1 Business settings To open Business Settings window 1 Click menu Settings gt Business command 2 This will open Business Settings window with the following sections Groups of Services these used in price quote and job records e Services each group contains a separate list of services most commonly these are language pairs Also used in price quote and job records e Volume Units in addition to standard volume units you can add custom units to account prices quotes and jobs in Currencies currencies can be added from here Exchange Rates set up exchange rates between your base currency and other currencies These rates will be used to keep records in two currencies for your clients e Taxes taxes are used in invoices You can add or edit taxes here Discounts Markups add or edit discounts and markups here Once added these can later be inserted into invoices Countries by default database contains the list of all countries used in client profiles This list can be edited here Payments Methods payment methods and their descriptions can be added to invoices Categories add or edit categories which are used in Info tab See also Personal settings Advanced settings Database settings Advanced International Translation
72. ctures to enable exporting pictures from the source file e select All in one folder to store all newly created files of the html tab in one folder e select tab navigator to add the tab navigator see the screenshot below to your new html file First Prey Fd Next Last select Fixed width to fix the width of the columns and rows of the exported tables tables will not extract and contract according to the window size select Multitab to export data to a multi tab html file e select Mozilla browser to export data to html file specially adopted for Mozilla browser select Background to keep the view of the background in the target html file To automatically open the new file after finishing export procedure select Open after export See also Export to rtf Export to txt Export to csv Advanced International Translations Exporting data from TO3000 201 Export to xls Export to pdf Advanced International Translations 202 Translation Office 3000 Help System 21 5 Export to rtf In the Export to RTF window you can set properties of output file when exported in rtf format It opens when you select rtf from the Export to drop down list on the Export window Settings for exporting to rtf tab range e select All to export all tabs of the source e select Current tab to export only the tab you are currently viewing e select tabs and specify the numbers in the text box provided to print
73. d time funNctiONS occccoccncnnnncncononcncnnoninananarononinans Project template variables With Projects Mode only Contacts template variablesS oooccoonccconncoonnconnnenennninnnnnnanes Quotes template variableS ooncocccononicccononocccononencnnanennnonos Client Jobs template variablesS ooccconccconcconnnenenininnnrnnanes Invoice template variables oocooncocncocnconnonnnennnnnronanenanonos Payments template variables cccccseseseeeeeeeeeeeeeeneeeeeees AnyCount CAT Count Importing data into TO3000 Client data import proce dure ooooccoonccconnconnncnonnnnnnnninnnrnnanes Importing from XlS ooncccoonnccnncnnnnnnnnnnnnnnnnnonnnnnnnnrnnnnnnnnnnnnno importing from ADE ico ia id AAA EN dewsdensceeteeess Importing TOM CSV ccceeeee cece eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneees Using scenarios for Import Utility oooccccoonnccnconnnnnnnn nos Exporting data from TO3000 Export tO Xion tivu uiun inuina EX POrt to MS ii EX POrbtO ii ai Export to Ml iooociio acid ainda daa Export totte adaa dt Export to DO iii ie ninian Mass action Mass INVOICING comisaria iria Advanced International Translations Contents 6 2 Mass payments from clientS oomccconnnnnccnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnrrnr nn nnrrrrnnnnrr rre 206 Part XXIIl Custom queries 207 Part XXIV Custom reports 216 VIEWING custom Te POS ii rn 216 Managing custom re ports iciviooicioiinicc ii
74. date when the project has been actually completed To mark project as completed click Timeline button and select Completed check box Optional Status these are used when project needs to be put on hold or when you create planned or potential projects Projects with on hold status have their deadlines undetermined thus on hold projects cannot become overdue On hold projects are highlighted in red Projects with planned status cannot be set as completed since planned status assumes that work has not yet started Planned projects are highlighted in green 3 Note All project data except project code and client can be edited at any time later See Project Profile topic for details lt 5 Note Jobs data like volumes pricing and so on is added to an existing project in the form of client jobs See Creating Client Jobs topic for details You can save project data in a printable file or print it with the help of RTF templates To make this option available click Apply button first to save new entry in database of projects Templates for printing project data can be edited with the help of menu Settings gt Personal Click Templates section to quickly access all template folders Templates for printing projects are saved in C Users Public Documents AIT TO3000 Version 10 Templates PROJECTS folder See also Project Template Variables Project Profile Creating Client Advanced International Translations 138 Translation Office
75. e 3000 Help System G Query Builder 4 873 00 A 2 1 848 00 3 3 103 10 4 2 244 60 5 4 522 00 Results of your query 6 4 470 00 7 4 961 13 8 10 66 9 1 715 00 10 1 099 25 15 8 113 00 16 6 843 67 ua N 5 039 70 3 Note Although for most basic queries you are not required to write the SQL code of the query manually any additional code can be added by SQL versed users to fully customize their queries For example the following strings can be added to this particular query SELECT FIRST 10 c4 client_id SUM c4 cinv_total_b select client_name from clients where client_id c4 client_id FROM cinvoices c4 GROUP BY c4 client_id ORDER BY 2 DESC In simple words it will mean the following To select first ten clients first 10 client_id by counting the sum of invoices and display them in the order of sum reduction ORDER BY 2 DESC Click Run Query button once again to see the new result 3 Note If you click Generate SQL after editing the query manually the query will be rebuilt and the results of your work will be lost 7 Saving newly created query To save the query model switch to the Query tab specify the Query Name and Description optionally and click OK button Advanced International Translations Custom queries 215 r Query Builder Mar Generate Query See also Custom Reports Advanced International Translation
76. e attention See also Balance of Clients window P do Folders window can be used to access Client files and folders The window is analogical to Microsoft Windows Explorer window though its scope is limited to Clients folder which is located in C Business unless other specified in Advanced Settings of TO3000 Version 10 See also Client Folders window E of Projects Schedule of Client Jobs window displays block diagram of all Projects Client Jons for the specified period Schedules are grouped by Clients See also Schedule of Projects window See also Schedule of Client Jobs window See also Using Schedules Project group of icons with Projects Mode only J Project window displays all information about each of the Projects Project data is broken down by the following tabs Main Tree Client Jobs Files Info Schedule See also Project Window Advanced International Translations 32 Translation Office 3000 Help System iatiiclient Jobs window displays the list of all Client Jobs stored in database With the help of this window you can have a quick overview of all Client Job statuses calculate Client Job totals edit and delete Client Jobs See also Client Jobs window ad ft Project Folders window can be used to quickly access Project files and folders The window is analogical to Microsoft Windows Explorer window though its scope is limited to Project folder which is located in C Business unless othe
77. e database which you have saved in the backup file created earlier by running Backup command To restore your database from a backup file 1 Click menu Settings gt Database 2 Open your database folder its address is displayed in TO3000 Database information string and rename or delete your current TO3000 fdb file 3 Click Restore button on the Database Settings window of TO3000 Version 10 4 Click Select button in Restore Database dialog and locate required backup FBK file by default these files are stored in A T Translation Office 3000 V9 Admin Backups and click OK to begin restore operation 3 Note As a security measure Restore command requires you to move away existing database from database path 14 Tl Translation Office 3000 V9 db TO3000 fdb first KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations Translation Office 3000 Help System 11 4 4 Run Update Script In some cases when you update your TO3000 Version 10 database needs be updated as well Usually database version is automatically updated during TO3000 Version 10 however there may be exceptions In this case database can still be updated manually by running a database update script Update scripts are always installed together with TO3000 Version 10 and can be found in AIT Translation Office 3000 V9 Admin DBUpdates folder in the form of T3U files To update database usi
78. e help of menu Settings gt Personal Click Templates section to quickly access all template folders Templates for printing client jobs are saved in C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Jobs folder See also File manager AnyCount CATCount Client Jobs Template Variables Advanced International Translations Clients 117 12 12 Creating contacts The following data can be added to a Contact profile Photo up to 110x120 pixels Click Photo button to add a photo to contact s profile Click X button to remove current photo from profile Salutation select one of the salutations entered with the help of Advanced Settings section of TO3000 Version 10 This salutation can then be automatically displayed on all printable documents next to this contact s name Name maximum 80 characters Title maximum 40 characters Like salutation title will also be automatically displayed on printable documents E mail up to 2 maximum 150 characters Send button becomes active only if valid e mail address is entered Phone up to 4 and Fax numbers maximum 150 characters each Notes a plain text note not limited by the number of characters Advanced International Translations ns Translation Office 3000 Help System 12 13 Creating client prices Client price in TO3000 Version 10 has the following parameters Group you can select any of the groups of services available To
79. e you import from If the delimiter you have defined on the first step was found in the source table then you will find the table columns already separated and delimited 1 Select the dataset field from the Target Database Fields in TO3000 Database drop down list 2 Click the corresponding source table column or set the column value manually in the Source column number field Repeat these operations for each dataset field If you do not want some first rows of the source table to be imported set the number of such rows in the Skip line s edit field E amp TO3000 Import Utility Version 10 0 Build 1 Import from Clients csv Step 1 of 3 select field name from the list box then dick at the column to import this field to Target Database x Source CSV file short sample Source column number 2 skip line s 0 EBName Column_1 Column_1 Column_2 Column 2 Column_3 Colur ES Street 4 CLIENT NAME CLIENT STREET1 CLIENT STREET2 Alter Ego Solutions Chameleon Decorations Corp Page 1 Click required targed field in y 2 Click field containing TO3000 database UV lar appropriate data in source file Snowmaker Corporation Wishmaster Guild Entertainm Litaue Esn Astral Dust Records Messedamm 10 Wilderness Protection Compa MUSSO Ocean World University 1655 Decarie Blvd E3 Phone4 Another Way Software l e Calvani a Bra Winged Motors Corporation atin rane ee rr Skywatcher Optics Ltd Waterloo Road EB Co
80. ected Period drop down lists select two dates from to To apply the selected time period click Apply button Thus only schedules which fall between the two assigned dates will be displayed The column scale of the calendar can be 1 day 12 hours 8 hours or 1 hour Example January 2012 1 3 4 Each column represents one day Each column represents one hour Use Column Scale drop down list to specify the necessary value 1 hours Projects 8 hours 12 hours ADA Airnlana 1 day The set of available values for calendar graduation varies depending on the length of the selected period The width of the columns representing jobs can range from small to large Use Column width options to specify the necessary value Advanced International Translations m Translation Office 3000 Help System Column width Short o Normal Large See also Schedule tab of Client window Schedule of Projects window Schedule tab of Project Window Schedule of Client Jobs window Advanced International Translations Schedules 143 15 File management 15 1 Folder structure Business Folder TO3000 Version 10 automatically creates and maintains folder structure at any accessible location All workflow files such as client sent files and files to be sent to clients as well as printable invoices and quotes are stored in respective subfolders of Business folder Business folder by default it is created in the root of
81. ee aa 85 General contactintormatiON ooia iaa 86 Pay ment terms of client Nexticlent cod s vissan a a a a A a a rach hes gos el o Locale format of is INVOICINO POlCY OF CONE a T T ATT Client FTP CONNECT eela aee KAEA O S lO O O O Marketing ata ANT A Ni SAA Prices t ClO tin ia A AS A Quotes do O id Projects of client With Projects Mode only ooccooncccnonocininocananononnccnnnncnnnnccnnnncnnnncannn nan n craneo 98 Client jobs of ClO ME iii AAA AA etais INVOICES tO CLONE iiscicsccscivesccsessesissevssecusiceccsersecscueavsavcuscesssstveusecesonssectucivececvscedeveievsneusexcedesccnchseissdasessbesevsicevecsesdes Payments from client Client Dalai Ce eissiciececsiisisesicesescsscndccuettevessesesentessaesensscctdsndeetvecevecsuevescsncusstsasuerssesecesnsevcceshssieusecedcesesseuserssucddustares Advanced International Translations Contents 4 RS A E 103 INFO OF CLONE siscsscscssccscsscsvenssiessesvessvcteceshcnsccensecseneaseavevecassvstvenweev avesesavevcvesvesecevesevevesuseucevevecussveresdneavsonsavetesvesneeves 104 Schedules Otilia A setsdacuavegcerssesantenserebevbcaseeuscevuscevievenceisesseteeyes 105 2 General Prices for Clients WiNdOW oomcconccoonnccccnccnonncnnncnnnnnnonnnnnnnnennnnrnnnernnnnernnnnrnnennnnns 106 3 Quotesito Clie tS WINdOW icono citan ci di eiii 107 4 Invoices to Clients WINKOW cccceeeceeeeeeee teen ee ee eee e eee seca ee eeae sees eee eeseae esses eeaaeeseeeeseeee 1
82. elds directly If you wish to add date or year as prefix use common Windows date code to specify the format in which date must be added to global invoice code Example YYYY will render four digit year while YY will result in two digit year MM will result in month number DD will add date to template Regulations in some countries may require resetting invoice counters each year TO3000 Version 10 can be configured to start invoice counting anew each year starting with the first invoice issued in a new year Select Enable annual numbering resets checkbox to enable annual invoice code resets 3 Note After Enable annual numbering resets is selected these resets cannot be rolled back Codes in naming RTF files Codes in naming of RTF files options determine what code will be used when automatically generating names for invoice files saved by TO3000 Version 10 in your Business folder Either Client Specific or Global code can be used Advanced International Translations 62 Translation Office 3000 Help System See also Business Settings Personal settings Database settings Advanced International Translations 11 3 3 Folders Location of Business folder as well as automatic folder creation options can be changed in TO3000 Version 10with the help Folders section of Advanced Settings window To change location of Business folder 1 Click menu Settings gt Advanced 2 Click Folders section 3 Click Change
83. en Client Client data is broken down by the following tabs Main Contacts Marketing Prices Quotes Projects Client Jobs Invoices Payments Balance Files Info Schedule See also Client window LE 2 Prices for Clients window provides access to general price list each Price representing a rate in chosen Currency for certain Service language pairs translation proofreading etc See also General Prices for Clients window See also Services See also Group of Services See also Discounts Markups l a to Clients window provides access to all currently created Client Quotes This window can be used create a new Project based on a Quote add edit delete Draft Client Jobs for existing Quotes See also Quotes to Clients window Invoices to Clients window provides access to all currently issued Invoices Use this window to calculate Invoice totals view and edit invoices print any of these invoices Advanced International Translations User interface 31 See also Invoices to Clients window Payments from Clients window lists all Payments received from all Clients Use this window to calculate Payment totals link Payments with Invoices edit and delete Payments See also Payments from Clients window E PR of Clients window displays a simplified balance sheet broken by Clients based on Payments from Clients and Invoices to Clients Accounting staff can use this window to identify which Client s accounts requir
84. en already issued however in this case invoice can still be voided To enable deletion of invoices in the middle of invoice range select checkbox Invoices in the middle of the range can be deleted You can add field specifying invoice copy number by selecting Enable numbering of Client Invoice copies checkbox This will enable Number of copies field in Edit Invoice window Number specified in that field can be added to printed invoices with the help of INVOICE_COPY variable See also Business Settings Personal settings Database settings Base Currency of your company Advanced International Translations Settings 61 11 3 2 Codes In TO3000 Version 10 global codes are used to identify projects clients and invoices These codes are generated automatically each time the new project client or invoice is created and cannot be edited by users Setting Next Codes Click Next Codes button to forcefully set the next Global Code which will be assigned to the next Project created and next Invoice issued 3 Note Next code cannot be less than last code of this type in the database Thus if you already have project with code 010 next project code cannot be set 10 or less even if some projects were deleted Editing Global Invoice Code display format Also you can customize the prefix and suffix of Global Invoice Codes and enable annual numbering resets To add prefix or suffix to invoice code type it into Prefix or Suffix fi
85. enabled Advanced International Translations Workflow Modes 23 W Client Wireless Adept Z Main Contacts Prices _Projects_ Client Jobs _ Create Project Based on Quote Code Name Sent Assigned Deadline Status Total _ Total EUF Client Advanced International Translations z Translation Office 3000 Help System 10 User interface Menu bar Projects CuientJoos iwoices Payments Balance Faes mo Scnecule Sme _ Custom _ ClietCode UC Name Internet Unified Corp Postal Address 866 Third Avenue q NOK United States 10022 Cyber Computation Technologies Inc Definibon Designs Digital First Concierge E mail info etemet united com Fax 1 3345 553335 wewinternetunified com _ On day 1 of the month following next from Invoice date gt 1 tocale Format Button panel MA Menu Bar Commands which are available in Navigation menu are duplicates of shortcuts icons with text captions available in navigation panel Other menus provide tools for changing your settings creating clients contacts services quotes jobs and inwices managing your TO3000 Version 10 database creating reports registration options and help See TO3000 Version 10 menu bar topic for details Navigation panel Navigation panel consists of two groups of shortcuts icons with text captions 1 Clients group consists of shortcuts Client Gener
86. ent Job folder is the same as Client Job Code the default value and cannot be modified manually Advanced International Translations s Translation Office 3000 Help System 15 5 File manager General Client and Project windows General folder windows contain all available folders of certain type Gi Folders contains folders of all clients in database G Project Folders folders of all projects can be opened from this window Both general folder windows can be opened using TO3000 Version 10 navigation bar Click any of these icons to open appropriate folder window Folders are opened with built in file manager Interface of TO3000 Version 10 file manager is very much like interface of Windows Explorer with some additional options The structure of specified folder group Project folders in this particular case is displayed in the form of folder structure tree to the left Click any of these folders to view its contents in the field to the right Folders of certain Clients and Projects Files of any particular client or project can be viewed with the help of Files tab available in each Client or Project window in TO3000 Version 10 File manager interface in this case has more options like related folders and FTP access Create button if the opened project does not have its folder created yet click this button to automatically create folder of current project Explore button click this button to open currently
87. eports section of TO3000 Version 10 Advanced settings window to set a new preview example of currently selected report Click View button to view current example of currently selected report Click Clear to delete current example of currently selected report KKK See also Business Settings Personal settings Database settings Viewing custom reports Managing Custom Reports Example creating a report Advanced International Translations 11 3 9 CATCount CATCount can be enabled or disabled in TO3000 Version 10 To manage CATCount To enable CATCount select Enabled option lt 3 Note When this feature is enabled CATCount button appears in New Client Job Edit Client Job and New Edit Client Quote To change the units CATCount will use click Change button and select the necessary units from the list in the Select Unit window Units displayed in this list can be edited deleted or added on the Volume Units section of the Business Settings window of TO3000 Version 10 KKK See also Business Settings Personal settings Database settings CATCount in TO3000 Version 10 Advanced International Translations Translation Office 3000 Help System 11 4 Database settings Database settings window is used to perform maintenance operations over TO3000 Version 10 database TO3000 Database string displays full path to TO3000 Version 10 database file which is normally located at 14 Tl Translation Office 3000 V9 db TO300
88. ernational Translations 168 Translation Office 3000 Help System 17 5 Project template variables With Projects Mode only These variables can be used in Project templates as well as in any job or job assignment templates VARIABLE DESCRIPTION EC PROJECT_DATE_STARTED Date when project was started in following format 10 4 2006 PROJECT_DATE_DEADLINE Project deadline in following format 10 4 2006 PROJECT_DATE_COMPLETED Date of project completion in following format 10 4 2006 PROJECT_DATE_STARTED_LONG Date when project was started in following format Monday October 04 2006 PROJECT_DATE_DEADLINE_LONG Project deadline in following format Monday October 04 2006 PROJECT_DATE_COMPLETED_LONG Date of project completion in following format Monday October 04 2006 See also Logic of Templates Advanced International Translations Templates 169 17 6 Contacts template variables These variables are used in any template mentioning client s details VARIABLE DESCRIPTION SALUTATION For example Mr Ms Mrs etc SAL CONTACT_SALUTATION CONTACT_TITLE Contact title TITLE CONTACT_NAME Contact name PM_NAME ATTENTION See also Logic of Templates Advanced International Translations 170 Translation Office 3000 Help System 17 7 Quotes template variables Using variables of quote templates you can construct templates either for your re
89. ers of the Freelance Translator lo meses Navigation New Custom Reports Settings Help Client Massive Archway Inc stots Ar Project Code Client Ref Job Total 900 00 Completed 09 01 2012 1 Deadline 09 01 2012 1 05 02 2012 1 Massive Archwa 18 11 2011 Refueling Guide translation 0060 29 11 2011 1 zz No Massive Archwa 18 11 2011 Refueling Guide editing 0060 29 11 2011 1 No 1320 00 Massive Archwa 18 11 2011 Refueling Guide DTP 0060 29 11 2011 1 No 800 00 gt Note Client Jobs can be created and deleted on Tree and Client Jobs pages of Project window CRA Back Client Export Off Off Tee ew a gt vx b r F Registered to Advanced International Translations By default invoicing policy for all the clients states that client jobs must be invoiced immediately after client job has been completed Invoicing policy can prompt you to invoice client jobs once their total has reached certain amount Select Wait for accrual check box to enable time limit within which invoice must be created whether required total has been reached or not This will make all client jobs display as ready for invoicing if specified amount of time has passes since their completion To configure your invoicing policy regarding certain client click Invoicing Polic
90. ess Expenses icon in the Clients section of Navigation panel Business expense record contains default fields Date the date when the expense was handled Value value of the business expense Description any additional information about the expense Custom tab show custom fields for particular record New custom fields can be created in Custom Fields section of Advanced Settings in TO3000 Version 10 Advanced International Translations ma Translation Office 3000 Help System 12 10 Creating clients There are two ways of creating a new Client record in TO3000 Version 10 A Using New Client Wizard To create a Client record click menu New gt Client and follow the steps of New Client Wizard B Creating a new client On the Main tab of Client window To create a Client record please follow the steps below 1 Click New Client button above the Client list on the Client window gt Main tab 2 Fill the fields of the New Client window e Enter the name of the client in the Name text field e Enter the code for the Client record in the Code text field 12 symbols maximum or click AUTO button to generate the code automatically it will usually contain the first letters of the Name in this case e Select the Client Currency using the corresponding drop down list e Click OK to confirm or Cancel to discard the entered information Advanced International Translations Clients 115 12 11 Creating client jobs
91. eted and overdue You can change colors to mark off items status on the Colors Status tab of the Personal settings To open Colors Status tab click menu Settings gt Personal and click Colors Status in the left part of the window Use the corresponding buttons to open color panel and set the color for each status of quotes c urrent projects and jobs outstanding invoices A color highlight warning for projects and jobs is even more customizable you can specify how much in advance warning statuses are assigned See also Colors General Business Settings Advanced International Translations s Translation Office 3000 Help System 11 2 4 Fonts and Sizes On the Fonts and Sizes tab of the Personal settings you can set font and size of the text in TO3000 Version 10 tables To open Fonts and Sizes tab click menu Settings gt Personal and click Fonts and Sizes in the left part of the window Select the font type and size from the corresponding drop down lists Reset buttons sets the default value of font and size MS Sans Serif 8pt See also Business Settings Advanced International Translations Settings 55 11 2 5 Templates All documents issued in TO3000 Version 10 can be saved in rtf format and or printed using corresponding rtf templates in format All templates are stored in subfolders of Templates folder by default A 7T Translation Office 3000 V9 Templates On the Templates tab of the Pers
92. ew currency click New button enter the 3 letter abbreviation for the new currency in New Currency window and the description of the currency i e long name 50 characters maximum in the corresponding fields For example See also Personal settings Advanced settings Database settings Advanced International Translations a Translation Office 3000 Help System 11 1 5 Exchange Rates TO3000 Version 10 provides you with possibility to assign different client currency to each client expert currency to each expert and still be able to see the whole picture using your base currency Base currency is set on the General section of Advanced Settings window On the Exchange Rates tab of the Corporate Settings window you can specify the exchange rates between your base currency and other currencies used To open Exchange Rates tab click Exchange Rates in the left part of the Business settings window To create a new exchange rate record click New button select required foreign currency from the drop down list and specify the rate lt 3 Note The currencies list consists of currencies added on the Currencies tab of the Business settings window See also Multi Currency Support Personal settings Advanced settings Database settings Advanced International Translations Settings 45 11 1 6 Taxes TO3000 Version 10 provides you with possibility to automatically consider taxes when issuing invoices You can spec
93. ference or for sending to client by email or fax Common Quote Variables VARIABLE QUOTE_NAME QUOTE_CODE CODE SERVICE REQUEST ANSWER VOLUME PRICING TYPE DESCRIPTION Possible quote name Date sent in following format 10 4 2006 DATE_SENT SENT DATE_SENT_LONG LONGSENT START ESTSTART Date sent in following format Monday October 04 2006 Date assigned in following format 10 4 2006 START_LONG LONGESTSTART Date assigned in following format Monday October 04 2006 Deadline date in following format 10 4 2006 COMPLETION ESTCOMPLETION LONG_COMPLETION LONGESTCOMPLETION Deadline date in following format Monday October 04 2006 COUNT_NOTES CATCount notes Status of quote unknown accepted r STATUS ejected Advanced International Translations Templates 171 Draft Client Job variables for Quotes to Clients The following variables refer to draft client jobs added to quote to client DTMULTIQUOTEITEMS QIL NAME DTMULTIQUOTEITEMS GROUP_NAME DTMULTIQUOTEITEMS SERV_NAME DTMULTIQUOTEITEMS UNIT_NAME Units in which draft client job volume is specified DTMULTIQUOTEITEMS QI PRICE Price of draft client job DTMULTIQUOTEITEMS QI_VOLUME Volume of draft client job DTMULTIQUOTEITEMS QI_FEE_KIND Type of price set for client job can be per unit flat fee or free DTMULTIQUOTEITEMS QI TOTAL Draft client job total DTMULTIQ
94. fferences are e Invoices to Clients window displays all invoices for all clients e New invoices cannot be created using this window e Existing invoices cannot be deleted using this window To create a new invoice to client open Main tab of Client window select required client click Invoices tab and create invoice from there See Creating invoices to clients topic for details To quickly create a large number of Invoices click Mass Invoicing button See Mass action topic for details Use Status filter drop down list to display only Invoices with Outstanding Settled and Void status Use Approved filter drop down list you can select to display only those Invoices which have or have not been approved by you Invoice statuses Currently issued invoiced can marked in one of the four colors depending on the status of the invoice Green Invoice is Outstanding and is expected to be paid soon Blue Invoice is Outstanding and is expected to be paid today Red Invoice is Outstanding and its payment is overdue Black Invoice has been Settled paid TO3000 Version 10 automatically assigns statuses to Invoices depending on Payment Terms set for each client See also Client window Invoices to client Basic interface options Mass Invoicing Advanced International Translations Clients 109 12 5 Payments from Clients window Payments from Clients window displays all payments from all clients in one table
95. file of this client to the right e Double click any client in the list to edit their name client code and change client currency e Once a new client has been added their data can be edited in this client s profile e You can create a new client record based on data profile marketing contact or pricing of one of the existing clients by cloning this client To do so select a client to clone and click Clone button For more information please refer to Cloning a Client topic Clients are listed in the form of table Although by default it contains single column Name you can add your custom fields to view by right clicking the client list and then clicking Customize Columns in the context menu 3 Note Due to filter operation like local custom filter and global date filter you may not be able to see all the clients in the database Summary at the bottom of clients list displays if all the clients are shown Please refer to Local Custom Filter topic for more details on filters and access restrictions Client profile On the right side of the Main client tab you have two tabs Client Profile and Custom which enable you to review and modify the client s information Click appropriate button to add or edit client profile information e Client code click this button to enter or change the client s code 15 characters maximum This is the same code which had been assigned manually or automatically when creating the new client reco
96. files bypassing projects Fully Unicode based New Embedded Firebird Server 2 5 Custom fields for Invoices are now available TO3000 now can be run under all common virtual machine software Improved interface Now TO3000 has more comfortable and modern interface AnyCount 7 0 Enterprise TO3000 now includes built in Enterprise edition of wordcount engine AnyCount 7 0 Additionaly to previous version it upports PPTX PPSX PUB VSD SLP BMP GIF JPG PNG and graphic PDF court New default Custom Reports Number of default Custom Reports is greatly extended Catalan and Hindi localizations added Job volume is re counted automatically if volume unit has been changed Payments can be created directly from Invoices Secure FTP is supported Schedules now have special hints that allows to see all common information without opening of appropriate projects jobs Local Custom Filter is now available for Schedules sections Local Custom Filter now allows to filter jobs by both completed date and status yes no Major improvements in filtering by Custom Fields using Local Custom Filter Major improvements in Local Report block Improved calendar Now you can type date month and year data in calendars manually New version of integrated report engine Fast Report 4 12 is included Discounts and taxes now are remembered for clients Projects now has a special field to indicate projects based on quotes Multiple bug fixes and enhancements
97. folder has been created its contents can quickly be accessed on the Job Folder tab of New Edit Client Job window Timeline timeline of a client job in TO3000 Version 10 includes assigned deadline dates and the date when the client job has been actually completed Deadline and Completed values are taken Advanced International Translations ne Translation Office 3000 Help System into account when the program determines status of client jobs like due today overdue and so on Optional Status these are used when client job needs to be put on hold or when you create planned or potential jobs Jobs with on hold status have their deadlines undetermined thus on hold jobs cannot become overdue Jobs with planned status cannot be set as completed since planned status assumes that work has not yet started Instructions any instructions or comments of client regarding a client job can be entered here in the form of plain text note Work Notes staff notes can be entered here It is recommended to enter client notes and staff notes separately Custom Fields client jobs information can be customized by adding custom fields for additional information not foreseen by default controls You can save client job data in a printable file or print it with the help of RTF templates To make this option available click Apply button first to save new entry in database of client jobs Templates for printing project data can be edited with th
98. format for example 10 4 2006 DATE_LONG Date in long format for example Monday a October 04 2006 LONGDATE Client information variables This set is available in all templates where single client is known all templates except Profile templates when used in Master Profile CLIENT_MINFEE Minimum fee of client CLIENT PAYMENT_TERMS Payment terms of client CLIENT PAYMENT_TERMS_NOT Additional notes on payment terms of client ES Advanced International Translations Templates 163 CLIENT_ADDRESS Client address This variable has pre defined order If address format is different in your country you can use separate address items to include address into your customized template CLIENT_STREET2 Street address 2 if available of client Alternative e mail 2 if available from client s profile CLIENT_PHONE2 Alternative phone number 2 if available from client s profile CLIENT_PHONE3 Alternative phone number 3 if available from client s profile CLIENT_PHONE4 Alternative phone number 4 if available from client s profile CLIENT FAX Fax number from client s profile CLIENT_WEB or Web site address from client s profile CLIENT_WWW CLIENT_MINFO Application information of client document was produced for CLIENT_MWEB URL Web tab address for application submission or information CLIENT_MURL CLIENT_INFO General Information about the client from clien
99. g and DTP for one job e g Brochure you can create a project with name Brochure and then create several client jobs Brochure Translation Brochure DTP Brochure Proofreading where translation proofreading and DTP are group of services Translate jobs on several languages For example if you make translation English gt German and English gt Spanish for one job e g Brochure you can create a project with name Brochure and then create two client jobs Brochure English gt German Brochure English gt Spanish where translation proofreading and English gt German and English gt Spanish are services With Projects Mode will not be useful for freelance translators who receive separate jobs from a client and do not need to group them in any way Advanced International Translations Workflow Modes 21 9 2 Without Projects Mode To choose With Projects Mode click Settings option and then click Workflow Modes In the opened window choose Without Projects Mode and click Ok button This mode has the following workflow 1 Create a client For this go to Clients gt Client and click New Client button 2 Create a client jobs of this client For this go to Client Jobs tab of the client and click New button Without Projects Mode will be useful for freelance translators who receive separate jobs from a client and do not need to group them in any way With Projects Mode will be not useful for freelance translators
100. g at once See also Export to rtf Export to txt Export to csv Export to html Export to xls Advanced International Translations 204 Translation Office 3000 Help System 22 Mass action Mass action in TO3000 Version 10 allows to quickly invoice multiple projects and jobs Mass action can also be used to create payments and link them with all unpaid invoices The following types of mass action are available Mass invoicing Mass payments from clients Advanced International Translations Mass action 205 22 1 Mass invoicing Mass invoicing can be done from Invoices to Clients window It allows to quickly invoice all or certain jobs stored in database 1 To begin invoicing procedure open Invoices to Clients tab and click Mass Invoicing button shortcut Alt M 2 This will open Mass Invoicing window which should look like this e Select the clients whose jobs you wish to invoice by double clicking check box in front of this client Use Local Client Filter to select clients by certain criteria The controls of this filter are the same as those of regular Local Custom Filter Select check box One Client Job per Invoice if you wish a separate invoice to be created for each client job Select Include completed jobs only to generate invoices only for jobs that are marked as finished in your database 3 After selecting the required clients and setting up Mass Invoicing options click Generate button The pro
101. g product for any translation business It produces quick and exact automatic counts both in words and in other volume units characters with spaces characters without spaces lines pages custom units for all common file formats AnyCount counts words you count money Web site http www anycount com Download free trial http download anycount com AnyCount7Setup exe Advanced International Translations Other Products by AIT 220 26 3 AnyLexic Terminology Management Software AnyLexic Terminology Management Software It s a long awaited software which could take any glossary and make it easy to use With the terminology stored in one database terminology management becomes simple you can easily create edit and exchange terminological dictionaries in a reliable and convenient way The software is not tied to any particular terminology AnyLexic will help you to gain high quality and consistency in translation Web site http www anylexic com Download free trial http download anylexic com AnyLexic2Setup exe Advanced International Translations 230 Translation Office 3000 Help System 26 4 AnyLexic Server Server for Terminology Management Software AnyLexic Server is a server software that enables a harmonious teamwork with terminology among AnyLexic users You needn t ping pong dictionaries anymore Different users with granted rights may have access to a common term database either via l
102. gram will begin creating invoices which will be indicated by a progress bar 4 Once all specified invoices have been generated Mass Invoicing window will display the number of invoices generated against each client 6 You can adjust Local Client Filter and check box settings and generate another set of invoices lt 3 Note Once the invoices have been generated they can be opened and edited in Invoices to Clients window or Invoices tab of Client window 3 Note To quickly select multiple clients by certain criteria first apply Local Client Filter and then once the list contains only clients you need click Select All button Advanced International Translations 206 Translation Office 3000 Help System 22 2 Mass payments from clients Multiple payments from clients can be created according to existing invoices and linked with them 1 To open Mass Payments window open Payments from Clients window first and then click Mass Payments button shortcut Alt M 2 This will open Mass Payments window Select the clients whose invoices you wish paid by double clicking check box in front of this client Use Local Client Filter to select clients by certain criteria The controls of this filter are the same as those of regular Local Custom Filter Select check box One Payment per Invoice if you wish a separate payments to be created tor each client invoice Select Phantom Payments check box to generate phantom payments
103. i 49 Personal Settings A A A A cdaeetehsaseetae 50 AMY COUN A ARO tz 51 eo e K e MOT Al EPEE A ET TT AT 52 COMO KRST i aT L SS ET RAE E E E E EE E E E E A TEE E E E E T 53 AAA ON 54 Templates ARO ade qa 55 Position ot CUsStomiFleldS occasion casscessntsesecvacecessuscctsstiasedesscstesdaseusesteusae hdcedsasecsentertasee ascedeepseasevenioncessoes 56 Schedules ononncccnanccinnnnnnnnns Customization Advance d Settings iii a dt 59 General in 60 Codes Folders SAlUtations Ascvssevcsccccssesivasecedecdsvendesvasteuesvenssatsodesesesciceststdeveucecevedensieccencstcususvercuassesusevelechisbeevetelvedendeuterssuceteuseveess 64 Custom Fie IAS viii A A AA E E 65 Custom Variables iweiccisscccscstvsessaccanececssevescevsnscuassavsedcivecestsaetsscavavensseveteestersucsvessesesuavedeecedsouesvetevtessadsveawsivertesseesss 67 Custom Queries Custom Reports GAT COUNE A A er aa EEEa a EENS Database settings peyi erento A A in O O O 73 Quick Optim Zat ON a e E E do 74 Restor A A EA aaae 75 Run Update Script 76 Check Inte Gritty arr aT aea id aa aara a aaa ea aa raaa aai anara takaa aaar 77 Repair a A AAA AAA 78 Workflow Settings icicccccccdecedccccececceccvecdivadecedetedeveccaceccsicdiveiacdadeesisccavesaecadecsadadessiettavesstvadess 79 Language SeningS isseire iienaa na E ARE REEN E EE E ARENS a aN REE ARES E ana R AREE 80 Clients 81 CHG IE WINDOW saie A th 81 CHE ME POFUS aio 82 Postal address of Clic A ee ee
104. iables like IDATE_DUE INVOICE_DATE and so on 2 In Windows Control Panel these settings are used as default in TO3000 Version 10 open Windows Control Panel double click Regional and Language Options Click Customize button on Regional Options tab Click Date tab configure long or short date format options to include 4 5 capital M letters like da MMMM YY YY To remove day of the week from view delete extra d letters so that no more than 2 d s are present in the code string Advanced International Translations 166 Translation Office 3000 Help System 17 4 Date and time functions In most cases database stores complete date and time Certain commands can be used to customize the format of output date and time data you may want to output only the day of the week or only the time etc The following date and time functions can be used in all templates e fmat e wd e date e time lt 5 Note These functions return value according to Regional and Language Options settings in your system These options can be changed wit the help of your Windows Control Panel The same variable will be displayed in different way depending on the function used FUNCTION VARIABLE VALUE FUNCTION APPLIED fmat 9 20 06 6 00 PM Wednesday September 20 2006 6 00 PM 9 20 06 Wednesday September 20 2006 9 20 06 6 00 PM Wednesday Date and time functions are accessible in all templates and can be applied to
105. ice are kept in database in a form of plain text note for future reference The following data will be preserved in void invoice Client Jobs Code Client Ref PO Number Name Assigned Deadline Completed Price Volume Exchange Rate Total Discounts Taxes Invoice cannot be voided if it has linked payments Void invoices are displayed in all invoice lists Advanced International Translations Clients 127 13 Projects With Projects Mode only 13 1 Project window Project Window can be used to view edit and enter new information about your projects as well as to create and manage Client jobs and Project files To open Project window click Project icon from the Projects tab of the Navigation panel Project Window tabs Different tabs of Project window represent different aspects and elements of your projects stored in TO3000 Version 10 database Project data is broken into the following Project window tabs Main tab provides the most basic overview of your Projects Projects are created and marked as completed here This tab also contains Project Profiles Tree tab provides schematic view of Project jobs structure Here Client jobs can be created Client Jobs tab gives an overview of Client Jobs of a Project Client Jobs can be created here as well Files tab provides quick access for project folder of selected Project as well as to other files related to this Project Info tab this tab is u
106. ient Job New Client Job Edit Client Job and New Quote Edit Quote windows Interface In TO3000 Version 10 CATCount is used in the following way When you open New Client Job window you specify the job name group and service at first CATCount comes at a hand when you want to specify the volume of the job and calculate its cost using the CAT Scheme The result will be automatically entered to the Volume field When you create a job or a quote and click lt CATCount button you open CATCount window With the help of this window you can enter word counts for different match types and their respective rates CATCount automatically calculates equivalent CAT count and enters resulting number into the Volume field Creating CAT counts 1 Click lt CATCount button in the New Edit Draft Client Job New Client Job Edit Client Job or New Quote Edit Quote window to open CATCount window 2 Enter the number of words with different level of match 100 match fuzzy match and so on the percentage of full rate payment i e the CAT Scheme Once you have entered the values you can save the scheme clicking Scheme gt Save You can load it next time clicking Scheme gt Load lt 3 Note You can load word count analysis logs of Trados Translator s Workbench or Logoport using menu Log gt Load 3 Click OK to enter the Total CATCount number to the Volume field Expanded count report is added on the CATCount Notes tab which appears after
107. ient window Marketing tab of Client window Prices tab of Client window KKK Advanced International Translations o Translation Office 3000 Help System 12 1 2 Contacts list Client s Contacts are persons on the client side which you work with regarding this client s projects e Contacts can be associated with projects by putting one of the client s contacts into Client PM field e Contacts of the client can also be a added to invoices Attention fields To manage your client contacts open Main tab of Client window select required Client and click Contacts tab See also Client window Creating Editing Contacts of Client Advanced International Translations Clients 95 12 1 3 Marketing Marketing tab of the Client window stores marketing information about selected client This includes general note URL Marketing link and a log of timed marketing records Marketing Tracker Marketing Tracker can contain any number of records each having a Date Subject 250 characters maximum and Description plain text note with no length limitation Date and Subject fields of a record cannot be empty Records in Marketing Tracker can be sorted by Date or by Subject See also Client window Basic interface options Advanced International Translations 96 Translation Office 3000 Help System 12 1 4 Prices to client Each client in TO3000 Version 10 can have a set of prices individual to this particular client
108. ify taxes names and rates on the Taxes tab of the Business Settings window To open Taxes tab click Taxes in the left part of the Business settings window To add a new tax record click New button and enter tax name 50 characters maximum and value rate in the appropriate fields Please note that tax rate is entered in percentage See also Invoices to client Personal settings Advanced settings Database settings Advanced International Translations s Translation Office 3000 Help System 11 1 7 Discounts Markups TO3000 Version 10 provides you with possibility to add and automatically consider discounts and markups when issuing invoices You can specify discounts markups names and rates on the Discounts Markups tab of the Business Settings window To open Discounts Markups tab click Discounts Markups in the left partof the Business settings window Discount rate value should be negative Markups are entered edited in the same New Discount Edit Discount window but must have positive value To create a discount or markup click New button enter Discount Markup name and value rate in the appropriate fields Please note that rate should be entered in percentage but without the sign See also Invoices to client Personal settings Advanced settings Database settings Advanced International Translations Settings 47 11 1 8 Countries When creating a new client record in TO3000 Version 10 you can e
109. in day of certain month Select Unknown Other to disable automatic payment terms control Advanced International Translations Translation Office 3000 Help System 12 1 1 4 Next client codes Codes of quotes client jobs payments and client specific codes of invoices are generated automatically each time a new quote client job payment or invoice is entered into database Prefix of these codes depends on client s name The digits after represent the counter code Although this code cannot be edited you can advance the counter forward by specifying next code in the Next Codes for Client window The maximum value of the next code that can be entered in Next Codes for Client window is 999999 There is no technical limit to the maximum value the counter can reach To open Next Codes for Client window click Next Codes button in this Client s profile Advanced International Translations Clients 89 12 1 1 5 Locale format of client Clients from different countries are very likely who have different locale format There is no need to change your own locale format each time you print invoice for a client with locale format different from yours To have invoices to clients printed according to their own Regional and Language options normally defined in Windows Control Paneh TO3000 Version 10 can use separate locale format for each of your clients The following locale settings can be configured Negative Currency Format
110. indows Explorer window Use menu Settings gt Advanced to change location of Business folder e Client Currency this currency will be used to issue quotes and invoices to this client and to record payments from this client All the financial records for this client are kept in both your base currency and client currency converted according the exchange rates you set e Next Codes click this button to edit the automatic counters for client specific codes of quotes client jobs invoices and payments TO3000 Version 10 will use the codes for the next quote client job invoice and payment you create You can only increase the next code value See Next Client Codes topic for more details e Locale Format different clients usually have different requirements to displaying dates numbers and monetary values Locale format settings are used to configure this format individually for each client These formats will then be applied to printable invoices See Locale Format of Client topic for more details Invoicing Policy by adjusting invoicing policy you determine conditions upon which TO3000 Version 10 will prompt you to invoice client jobs See Invoicing Policy of Client topic for more details General Information any additional information which did not fit into any of the other sections can be entered here e FTP connections you can set parameters for access to FTP folders of this client Shortcuts to these folders will
111. ing a document for printing The following documents can be saved as printable RTF PDF and DOC files using their own templates e Invoices to clients e Payments from clients summaries e Project and client job summaries e Quotes to clients Documents can be saved using windows Edit Invoice Edit Project and so on as well as Prices tabs of Client window and General Prices for Clients window Any window which has RTF Templates section can be used to save its data in a printable document Until the data which you are editing is saved in your database RTF Templates section will display message that the templates will become available once the new document record has been saved in database To save a document first apply changes made to this document by clicking Apply button Once the document has been saved in database RTF template controls for it will become active and display a drop down list which can be used to select different templates e Use RTF Templates drop down list to select the Template which must be used for saving the current document in an RTF file e Click Save button to save template in the respective folder e Click Save amp Open button to open this document in your default text editor immediately after saving it e Click Print button to quickly send this document to printer lt 5 Note You can choose to save the output file in RTF PDF or DOC format by selecting this format in Save As window with the help of
112. ion 10 to the previously visited tab or window Click to return to the tab or window which was opened before you clicked Back Jump buttons Click amp Client to jump to the relevant Client window of the current client Click l l Project to jump to the relevant Project window of the current project with Projects Mode only For example open Invoices to Clients window and select an Invoice If you click amp Client button you will jump to Invoices tab of the client to whom the selected invoice belongs Open Folders buttons Using Open Folders drop down list you can easily switch between the folders opened during the current TO3000 Version 10 working session Any folder you open using TO3000 Version 10 using Explore buttons is automatically added to the list When you need to switch just select the necessary folder in the drop down list and click Go button Local Custom Filter buttons Use Local Custom Filter buttons to construct filter conditions thus simplifying the search of necessary records in your TO3000 database Local Custom Filter is available only when TO3000 Version 10 is switched to the Main tab of the Client Project window Edit button opens Edit Filter window 3 Note Conditions can be set on the Custom Fields as well Advanced International Translations User interface On Off button switches on switches off the filter correspondingly Recent butto
113. ired FTP Connection in the drop down list to connect to that FTP server 2 Click Connect button to display the contents of FTP in the field below Advanced International Translations 152 Translation Office 3000 Help System 16 Multiple currencies support In TO3000 Version 10 you can assign individual client currency to each client and still be able to see balance data in your base currency This chapter will help you to understand how currencies are handled in TO3000 Version 10 Base currency is the currency in which your make all internal accounting records i e balance taxes business expenses etc In most cases it is the currency of your country Client currency is the currency in which you produce invoices for your client and receive payments from your client In TO3000 Version 10 you can easily produce invoices and link them with payments from clients and record them in client currencies and automatically make parallel records in your base currency These parallel records in your base currency allow conducting all your internal company accounting in your base currency still keeping the records in other currencies To make these parallel records possible you only have to enter currency rates for the currencies of your clients You can also easily change the currency rates for each recorded client job separately or for all future jobs See also Base Currency Currencies and Exchange Rates Client Currencies Adva
114. ives or marketing staff Prices tab holds individual price list of selected client Here this client s prices can be created and edited Quotes tab is used for issuing and managing quotes offered to the selected client Projects and Client Jobs tabs these tabs contain projects and client jobs of the selected client Invoices and Payments tab tabs these tabs hold all invoices issued and payments made of the selected client Here invoices are created and linked with payments Balance tab provides the most basic overview of financial accounts of the selected client Files tab this tab is used for accessing selected client s files and folders e Info tab is used for adding various client related notes Schedule tab displays schematic schedules of projects and client jobs of the selected client Advanced International Translations 82 Translation Office 3000 Help System 12 1 1 Client profile Main tab of Client window can be used to manage your database of clients lt contains the list of all clients and their profiles Browsing clients You can search clients by name with the help of Starts with and Contains filters Select Starts with option and enter first few letters of client s name in the field and the cursor will jump to highlight first matching client s name in the list Select contains option and enter any part of client s name being searched e Click any client in the list to view pro
115. k Main tab and select a Project e Click Tree tab e Right click the Project icon at the top of the Tree view and select New Client Job in the context drop down menu Alternatively click menu New gt Job to quickly create a job To create Client Jobs for Without Projects Mode e Open Clients section of Navigation panel and click Client icon e Click Main tab and select a Client e Click Client Jobs tab and click New button to create a client job Alternatively click menu New gt Job to quickly create a job 5 Issuing Invoices TO3000 Version 10 can be used to quickly issue edit and delete Invoices to Clients and settle them by linking invoices with payments To create an Invoice to Client e Open Clients section of Navigation panel and click Client icon e Click Main tab and select a Client e Click Invoices tab e Click New button to begin creating an Invoice for this client See Creating invoices to clients e Add required Client Jobs select markups and discounts and click Apply button Alternatively click menu New gt Invoice to quickly create an invoice to client Advanced International Translations 16 Translation Office 3000 Help System To create an Payment from Client e Open Clients section of Navigation panel and click Client icon e Click Main tab and select a Client e Click Payments tab e Click New button to begin creating an payment from this client Alternatively click me
116. l services in TO3000 Version 10 are broken down by groups You can select any of the groups of services available To add or edit a group of services please open menu Settings gt Business and select Groups of Services section Service each group of services contains a separate list of services Before selecting a service select group of services first To add or edit a service please open menu Settings gt Business and select Services section Volume job volume can be indicated in a number of units characters words lines hours and so on To add custom units please open menu Settings gt Business and select Volume Units section You can also use built in AnyCount or CATCount tools to quickly count the job file or calculate CAT text volumes 100 match fuzzy match and so on You can also import Trados and Logoport logs with the help of CATCount tool to quickly enter required volume See AnyCount and CATCount topics for details Price price can be entered manually or copied from client s individual price list To copy price from price list click lt Price button Price for matching service group of services and units will be copied Click gt button to copy the price to this client s price list You can set a fixed price on for client job which will not be multiplied by job volume by selecting flat fee option in the drop down Advanced International Translations Projects With Projects Mode only 139 list next to
117. menu e Click New button to create a new currency record e Enter new currency Descriptive Name and 3 letter abbreviation in the New Currency window gt To change your base currency e Click menu Settings gt Advaced e Click General e Click Base Currency button and select your base currency Services in TO3000 Version 10 can vary from translation from source to target language to more unusual ones like training or consulting You can enter services of any type in TO3000 Version 10 Business Settings gt To add a service language pairs translation proofreading DTP and so on e Click menu Settings gt Business e Click Groups of Services and add a group for new service optional e Click Services section and enter new service by clicking New button Advanced International Translations ta Translation Office 3000 Help System 2 Creating Client database There are two ways to fill your database of Clients entering all the Clients manually or importing them from a file Also if you own previous versions of Translation Office 3000 you can quickly import your Clients along with all other data from TO3000 database gt To enter new Client manually e Click menu New gt Client e Follow the steps of New Client Wizard Use Import Utility to import Client data from xls dbf txt csv and mdb format to your TO3000 Version 10 database gt To import Client database from a file e Run Setup
118. mpus 3 Note You can change status of any job with the help of Status drop down list in Edit Job window lt 5 Note Status colors can be configured b clicking menu Settings gt Personal and then clicking Colors Status See also Creating Client Jobs Client window Basic interface options Advanced International Translations 100 Translation Office 3000 Help System 12 1 8 Invoices to client Invoice in TO3000 Version 10 are issued per client jobs One invoice can contain a number of c lient jobs from different projects Job which has been added to approved nvoice cannot be edited Invoices tab of the Client window is used to issue and keep track of invoices to currently selected Client All invoices issued to this Client are displayed in the table To open the Invoices tab open the Client window and then click Invoices tab Invoice statuses Currently issued invoiced can marked in one of the four colors depending on the status of each of them Green Invoice is outstanding and is expected to be paid soon Blue Invoice is outstanding and is expected to be paid today Red Invoice is outstanding and its payment is overdue Black Invoice has been settled paid Status colors can be customized with the help of menu Settings gt Personal Click Colors Statuses section of Personal Settings window TO3000 Version 10 automatically assigns statuses to invoices depending on Payment Terms of Client
119. n switches on the last created filter Local Report buttons Local Report buttons give you possibility to save the content of TO3000 Version 10 window currently displayed save it in a separate file of defined format or print Export button opens Export window where you can choose the desired format of output file Print button opens the Preview of the document you are about to print See also Exporting TO3000 Version 10 data Global Date Filter buttons Global Date Filter buttons are designed to filter records according to user defined date conditions Edit button opens Edit Global Date Filter window On Off button correspondingly switches on switches off the date filter Recent button switches on the last created data filter See also Global Date Filter See also User Interface Menu Bar Navigation panel Advanced International Translations 30 Translation Office 3000 Help System 10 3 Navigation panel Navigation panel is a part of TO3000 Version 10 user interface simplifying and quickening navigation in the program It consists of four groups of icons Clients and Projects each containing icons for accessing Clients or Projects related window correspondingly You can hide navigation panel to free display space by clicking left edge of the screen Use menu Navigation to switch between Classic and Modern style of navigation bar Client group of icons 2 A window displays all information about the tak
120. nced International Translations Multiple currencies support 153 16 1 Base currency Base currency represents your local currency in which you prefer to record accounting information Base currency can be changed in Advanced settings window To change your base currency e Click menu Settings gt Advanced e Click General section e Click Base Currency button and select the necessary currency in the Edit Base Currency window e Please make sure that the base currency is set to correct currency before starting your work in TO3000 Version 10 See also Advanced settings Advanced International Translations 154 Translation Office 3000 Help System 16 2 Currencies and exchange rates Adding new currencies Since the currencies of your clients may be different from yours you will need to add new currencies to your TO3000 Version 10 database and to define their exchange rates relating to your base currency To define currency settings 1 Click menu Settings gt Business 2 Click Currencies 3 lf some of the currencies you need are not included into the list you may add them by clicking New button You can also edit or delete existing currencies Setting exchange rates You can enter exchange rate between your base currency and any of client currencies Exchange rates of currencies are used for keeping parallel records in both base currency and client currencies relating to your base currency To enter exchange
121. nd if so display data between IF Advanced International Translations Templates 161 and ENDIF commands e DISCOUNT1 is a logical variable i e it can have one of two values either true or false In this particular case TO3000 Version 10 sets DISCOUNT1 into true if first discount is present and into false if there is no first discount e When IF DISCOUNT1 is encountered in template parser checks DISCOUNT1 logical value and if it is true runs the code below this command until endif is encountered which instructs parser to stop If DISCOUNT1 is false everything until lendif command is skipped e In this particular case without IF DISCOUNT1 command the parser would output empty string with and empty Subtotal in cases when there would not be discount But with IF DISCOUNT1 command in such cases above block is skipped in its entirety Advanced International Translations 162 Translation Office 3000 Help System 17 2 Common template variables There are four categories of common variables accessible in all templates e User information variables e Current date variables e Client information variables e Client currency variable User information variables VARIABLE DESCRIPTION USER_NAME Registration name taken from your License Key It cannot be modified within program USER_CURRENCY Company s Base Currency Date variables VARIABLE DESCRIPTION DATE Date in short
122. ndows See also Client window gt Info tab Personal settings Advanced settings Database settings Advanced International Translations so Translation Office 3000 Help System 11 2 Personal settings To open TO3000 Version 10 Personal settings window click menu Settings gt Personal command For details on each tab of Personal settings see AnyCount settings of built in AnyCount 6 0 engine for counting various file types Colors General interface color customization Colors Status status colors settings for quotes projects jobs and invoices Fonts and Sizes text display customization Templates customization of RTF templates See Templates topic for details Position of Custom Fields customization of custom fields s position Schedules customization of Schedules Customization additional customization of TO3000 Version 10 See also Business settings Advanced settings Database settings Advanced International Translations Settings 51 11 2 4 AnyCount TO3000 Version 10 users can enjoy the built in AnyCount 7 0 word character and custom volume units count tool It counts single or multiple files of all commonly used file formats You can specify AnyCount settings general and specific for different files formats on the AnyCount tab of the Personal Settings window AnyCount tab opens automatically when Personal Settings window opens Common options When Ski
123. ng a database update script 1 Click menu Settings gt Database 2 Click Run Update Script button from the Database Settings window 3 Locate the script which updates your current database version to next version Current database version is displayed in Database Version string on the Database Settings window Repeat update operation until you have most current database version gt Example Installed database version is 9 59 0 and software update requires 9 70 0 database version In this case you need to consecutively run two updates first dbx59to60 t3u and then dbx69to70 t3u 3 Note TO3000 Version 10 does mandatory backup before each database update operation for maximum security of data in case anything goes wrong during the update KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations Settings 77 11 4 5 Check Integrity Run Check Integrity operation in case TO3000 Version 10 displays check integrity error messages To run check of your database for integrity 1 Click menu Settings gt Database 2 Click Check Integrity button KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations Translation Office 3000 Help System 11 4 6 Repair Repair operation attempts to repair database integrity using a healthy database file copy Perform Repair operation in case you are receiving err
124. nglish gt Japanese words 0 12 Solutions To avoid creating two Alter Ego Solutions client records in TO3000 Version 10 database set Import Mode to Import New and specify the list of fields by which it can be determined that current client has been already imported and only price data should be imported now For details on setting Import Mode value and specifying the list of fields see Selecting columns to import 3 Linking source document to target fields Creating links between data meant for importing and corresponding TO3000 Version 10 fields is different for each source file format For details see respective topic Importing from xls Importing from dbf Importing from txt Importing from csv 4 Regional settings Base Formats Decimal separator set a character which delimits the decimal parts of the imported numbers Thousand separator set a character which separates the digit groups in the imported numbers Date separator set a character which separates the groups in the imported dates Time separator set a character which separates the groups in the imported times Short date Long date Short time Long time use these edit fields to set the date and time formats Boolean True set some variants of TRUE value representation in the imported table e g Yes or Use new line for each new variant Boolean False set some variants of FALSE value representation in the imported table e g
125. nt Variables are indicated with backslash symbols in the beginning and in the end Example CLIENT_NAME CLIENT_STREET1 ICLIENT_PHONE11 etc Each variable represents a portion of data which will be inserted in its place when the document is saved 3 Note Template can be edited without changing the variables wording and outlay fonts and colors can still be changed Advanced users can learn about templates variables add delete them as necessary customizing templates to the maximum Advanced International Translations 158 Translation Office 3000 Help System See also Logic of Templates Templates settings Advanced International Translations Templates 159 17 1 Logic and syntax of templates Variables All variables and commands can be identified by backslash symbol in the beginning and in the end In example below you can see CLIENT_NAME CLIENT_STREET1 and CLIENT_PHONE1 variables To CLIENT_NAME Address CLIENT_STREET1 Phone CLIENT_PHONE1 When you use this template by clicking on Save or Print in some dialog box CLIENT_NAME variable will be replaced by name of currently selected client CLIENT_STREET1 by client s street address and CLIENT_PHONE1 by client s phone number The final output will look like this To XYZ Company Address Elm Street 1 Phone 1 212 898 11 31 lt 5 Note Numerical values sometimes are surrounded by fnum command This command simply
126. nt job data in a printable file or print it with the help of RTF templates To make this option available click Apply button first to save new entry in database of client jobs Templates for printing project data can be edited with the help of menu Settings gt Personal Click Templates section to quickly access all template folders Templates for printing client jobs are saved in C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Jobs folder See also File manager AnyCount CATCount Client Jobs Template Variables Advanced International Translations 140 Translation Office 3000 Help System 14 Schedules Introduction Schedules for clients and projects in TO3000 Version 10 can be used to obtain a visualized representation of work processes Schedules provide a comprehensive view of project and job intensity at any given moment Two kinds of the Schedules are provided for each of the listed parts of TO3000 Version 10 1 Schedule of projects and corresponding client jobs for the selected client Schedule tab of Client window 2 For With Projects Mode Schedule of all projects Schedule of Projects Clients h window 3 For Without Projects Mode Schedule of all client jobs Schedule of Client Jobs window Projects 1 Schedule of client jobs for the selected project Schedule tab of Project With Window Projects Mode only 2 Schedule of all projects and client jobs Schedule
127. ntact Notes Silent Secrets Museum Vastra Hamngatan 3 Ed Web site Candlelight Magazine j EB VAT Number Clouds Holograms Inc 4 m al Advanced International Translations Importing data into TO3000 19 20 6 Using scenarios for Import Utility Scenarios in TO3000 Version 10 Import Utility are used to save all settings you have selected while importing in order to quickly use them during the future imports For example client profiles are expected to be imported quite frequently from client application forms You can save the scenario on any step clicking Save Scenario button After opening this scenario lately you will not need to repeat all steps from the beginning and will start from the point where you saved the scenario To open the previously saved scenario or the default one click Load Scenario button it is available only from the tab where you select the format of the source file Advanced International Translations 196 Translation Office 3000 Help System 21 Exporting data from TO3000 It is a usual situation that you need to use data from TO3000 Version 10 database in other applications TO3000 Version 10 Local Report option allows you easily exporting data to rtf txt csv xls pdf html formats lt 3 Note some kinds of data cannot be exported to certain formats then the list of available formats becomes shorter To export TO3000 Version 10 data 1 Click
128. nter postal address and specify the country selecting it from the drop down list On the Countries tab of the Business Settings window you can manage the list of countries mentioned above 5 Note By default TO3000 Version 10 database already contains almost exhaustive list of countries To open Countries tab click Countries in the left part of the Business settings window See also Client window gt Main tab adding new Client Personal settings Advanced settings Database settings Advanced International Translations as Translation Office 3000 Help System 11 1 9 Payment Methods Payment method is one of the many parameters that can be added to invoice when it is issued with TO3000 Version 10 Payment method contains details for performing the payment bank details for example You can create edit delete payment method records on the Payment Method tab of the Business Settings window To open Payment Method tab click Payment Method in the left part of the Business settings window To add a new payment method click New button enter payment method name 150 characters maximum and description in the corresponding fields KKK See also Invoices to client Personal settings Advanced settings Database settings Advanced International Translations Settings 49 11 1 10 Categories Categories settings allows to add edit and remove custom types of info notes displayed on Info tabs of Client and Project wi
129. nternational Translations 28 Translation Office 3000 Help System 1 Save PXR2 file being imported to 14 Tl Translation Office 3000 V9 Admin Reports folder 2 Click Load button 3 Locate PXR2 file being imported select it and click Open button Editing a custom report To make changes to a custom report select this report in the list and click Edit button This button opens the FastReport window report designer interface FastReport designer is a complex tool intended for IT specialists lt requires some basic SQL and Delphi knowledge Step by step creation of simpler reports is described in Example creating a report topic For detailed information please visit the Fast Report Inc Internet site http www fast report com Setting up a report example Once a new report has been added to reports list you can access this report by clicking menu Custom Reports gt List Unless it has a pre set example however the preview field to the right will remain blank Click Set button of the Custom Reports sectionof TO3000 Version 10 Advanced settings window to set a new preview example of currently selected report Click View button to view current example of currently selected report Click Clear to delete current example of currently selected report See also Example creating a report Advanced Settings Advanced International Translations Custom re ports 219 24 3 Example creating a report This topic will co
130. nu New gt Payment to quickly create a payment from this client Advanced International Translations Quick start 17 7 Registration Trial period You are welcome to use TO3000 Version 10 free of charge during evaluation period of 30 days During the evaluation period TO3000 Version 10 is fully functional with the following limitations e Number of Clients can be no more than 50 e Number of Projects can be no more than 50 Purchase information After purchasing TO3000 Version 10 you will receive an encrypted License Key for your TO3000 Version 10 by e mail note Registration implies entering the License Keys to the TO3000 Version 10 thus switching off the evaluation mode and removing evaluation period limitations Registering TO3000 Version 10 To register your copy of TO3000 Version 10 1 Run TO3000 Version 10 2 Click menu Help gt Register 3 Paste your TO3000 Version 10 Serial Number which you will receive by email into Register TO3000 Version 10 dialog box which appears and click Unlock Advanced International Translations a Translation Office 3000 Help System 8 TO3000 Editions TO3000 Version 10 has 4 editions Starter Standard Professional and Advanced Their features are described in the table below Feature Edition Maximum number of 50 clients Built in AnyCount No Built in Standard Professional Enterprise Anycount 13 file 32 file 36 file formats formats formats Stand
131. o quickly add a new service to database and assign general prices for this service Quote this option can be used to quickly issue a new quote to selected client Job this option can be used to quickly create a new job Invoice this option can be used to quickly issue a new invoice selected client Custom Reports Custom Reports opens the list of custom reports available Click on it to open the TO3000 Version 10 Reports View window containing the list of reports you can generate See Custom Reports topic for details Settings Settings menu provides access to options and configuration Business command opens Business Settings window Use it to configure such aspects of the program as currencies and services lists discounts taxes and payment methods Personal command opens Personal Settings window Use it to configure AnyCount options customize interface view and to create or edit document templates Advanced command opens Advanced Settings window Use it to set your base currency customize invoice codes folder options Advanced settings window can also be used to create custom fields queries and reports Database command opens Database Settings window Use this window to perform regular maintenance to your database file such as backup and quick optimization operations Advanced International Translations User interface e Workflow Mode command opens Workflow Mode window Use this window to choose With Projec
132. ocal area network or via Internet With data back up security integrity check and repair AnyLexic Server helps to gain ultimate terminology among translators working under one project Web site http www anylexic com Download free trial http download anylexic com AnyLexic2ServerSetup exe Advanced International Translations Other Products by AIT 231 26 5 AnyMem User Friendly Translation Memory Software AnyMen is a user friendly translation memory software AnyMem is compact stable easy to learn and to use AnyMem CAT engine fully supports Unicode and can work with any language pair without the need of external components like NET Framework or Java Virtual Machine commonly required by other translation memory software Web site http www anymem com Download free trial http download anymem com AnyMem2Setup exe Advanced International Translations 232 Translation Office 3000 Help System 26 6 CATCount Computer Assisted Translation Tool for Easy Word Count CATCount is useful software tool for translation industry professionals It greatly eases task of accounting of Computer Assisted Translation jobs CATCount does this by translating complex CAT Scheme into one easy number i e CATCount Additionally it provides great features for printing and export of used CAT Scheme together with original word counts and resulting CATCount Word count analysis logs of Trados Translator s Workbench are processed au
133. of Client Jobs window General issues on schedules On the left panel of any Schedule tab the names of the jobs or projects depending on the particular Schedule are displayed The schedules are represented in the form of horizontal bars spanning through a grid in which each column represents a certain time unit hour 8 hours 12 hours or day Example Calendar March 2006 April 2006 Projects and their Client Jobs Engine scheme ER 34221 gt LS Drive 1305m LS Drive 1305m French gt English Client Job Schedules of the Projects Projects to the left The color of the schedule bar represents the status of the process it displays Advanced International Translations Schedules 141 Red frame marks that deadline for the process was in the past Blue frame marks that deadline for the process is later today Green frame marks that deadline for the process is in the future The process is not was not finished in time The red fragment indicates overdue time Red dots in the end in the beginning of the process bar indicates that some process fragment is beyond the currently selected schedule period lt 5 Note Status colors can be changed on the Personal Settings gt Colors Status tab lt 3 Note Double click on the column representing the job to open Edit Job window for this job Schedules are displayed for certain period To specify the period you want to be displayed use Sel
134. of this quote become client jobs in new project retaining service volume and price information Creating project based on quote will not delete this quote A quote can have one of the three statuses Unknown Accepted and Rejected Depending on its current status the quote will be marked with different color in the quotes list e blue for Unknown e green for Accepted e red for Rejected Status of the quote can be changed in the Edit Client Quote window Please refer to Client Quote topic for more details To manage quotes for certain client select this client in the list on the Main tab of Client window and click Quotes tab See also Client Quote Draft Client Job Advanced International Translations os Translation Office 3000 Help System 12 1 6 Projects of client With Projects Mode only All projects of the currently selected client can be viewed on the Projects tab of Client window This window can be used for creating and editing projects much like on Main Tab of Project window The difference is that Projects tab of Client window displays only projects of selected client Project Statuses Projects in the list are marked colors depending on its status Black the project is completed Green the project is not completed yet but its deadline is in the future Blue the project is not completed and due today Red the project is not completed and overdue its deadline is in the past Status colors can
135. olders of clients to upload or download workflow files To access FTP client 1 Open Files tab of any client or project 2 In Related Folders field select Client FTP option FTP access interface e FTP indicator indicates connection status Red indicator is displayed if FTP server status is disconnected When the server is connected indicator will change to green e Click Connect Disconnect button to connect disconnect to currently selected FTP server in nearby drop down list e Click Manage Connection button E to create new FTP connection edit or delete currently selected FTP connection Creating new FTP Connection In order to connect to FTP folder you will need to create an FTP Connection for this folder which implies entering FTP server address and login information which later will be used by TO3000 Version 10 to log in to this FTP folder To create a new connection 1 Click Manage Connections button 2 Select New connection in the menu which appears 3 Enter the name of new connection FTP server address user name FTP login and password TO3000 Version 10 will memorize your password 4 Select additional settings if you need to use them Use passive transfer FTP over SSL TLS Keep connection alive 5 Click OK button to create this FTP connection Connecting to FTP Once FTP connection has been created it can quickly be activated with the help of FTP connections drop down list 1 Select the requ
136. onal settings you can manage templates and folders inside the Templates folder To open Templates tab click menu Settings gt Personal and click Templates in the left part of the window Tree filed displays the structure of templates folders By default Templates folder contains three subfolders CLIENTS and PROJECTS File options Template files contained in currently selected folder are displayed in the field All basic file operations can be performed with template files with the help of button set Address line displays path to the currently selected folder See also Business Settings Advanced International Translations ss Translation Office 3000 Help System 11 2 6 Position of Custom Fields To fit your individual needs and add different kinds of additional information you can create custom fields of various types number checkbox string text date time date and time for each part Clients Projects and Business Expenses Custom fields can be grouped by custom groups Custom fields can be added on Custom Fields section of Advanced settings window On the Position of Custom Fields section of the Personal settings you can design the view of custom groups custom fields are grouped by you create To open Position of Custom Fields tab click menu Settings gt Personal and click Position of Custom Fields in the left part of the window Check Top option to place custom groups tabs on the top of the tab See al
137. ons for each dataset field If you do not want some first rows or columns of the source table to be imported set the number of such rows in the Skip title rows and Skip title columns edit fields Example Below the link was established between Name field in TO3000 Version 10 and column A of Microsoft Excel file Advanced International Translations 100 Translation Office 3000 Help System 103000 Import Utility Version 9 0 Build 6 Import from Clients xls EE Step 1 of 3 Use the Range Editor to add edit ranges or click individual cells with Shift or Ctrl pressed Press Enter to apply selection or Escape to cancel Select a target field Ea Cou iv l ac TE Eat port Range for selected T EB CUIENTS A2 COLFINISH and click Add button Each import range represents the link between certain area in source file and certain field in TO3000 database Source XLS file short sample Skip title rows 0 Skip title columns 0 Clients These are range CLIENT NAME CL settings for Name BENT STREET2 CLIE a ar Ego Solutions Kal field in database Finlat 3 hameleon Decorations Cd 221 Unite 4 JE Mania Pharma 450 Powell ite 5 ElecticDiedRange j 6 orever Refl W thology D Range Type 5 a Parallel Dim COTY cala e 9 Rainbow Ch stan Finish a ere data sta
138. or characters can be entered manually in this field too Otherwise settings from Date Separator field will be applied Long Date Format these settings configure the display long date like Monday March 31 2008 Use four d character to map day of the week name four m characters to map month and y to map year 3 Note To map brief day or month Mon instead of Monday or Mar instead of March enter 3d or 3 m characters instead of four lt 3 Note Full day or month names can be displayed in short date format by typing 3 or 4 characters in Short Date Format field To configure locale settings for certain client click Locale Format button in this Client s profile See also Advanced International Translations 90 Translation Office 3000 Help System Date and Time Functions Advanced International Translations Clients 91 12 1 1 6 Invoicing policy of client Invoicing policy settings determine when TO3000 Version 10 alerts user to invoice a client job According to these settings TO3000 Version 10 will assign one of the following statuses to uninvoiced client jobs Not ready for invoicing or Ready for invoicing following by comment depending on the current Invoicing policy settings for example Total reached These statuses can be viewed on the Client Jobs tab of Project window Client Jobs tab of Client window and Client Jobs window r TO3000 Version 10 0 Portable Headquart
139. oreseeable future 2000 Mastering SQL Martin Grubber Creating a query User queries are built and managed with the help of Custom Queries section of Advanced Settings window of 1 Beginning creating a query Click the New button and the Query Builder window shown below appears Enter the name of your query in the Query Name field and optionally description of the new query in the Description field Advanced International Translations 208 Translation Office 3000 Help System Gi Query Builder he Generate Query 2 Beginning creating the model of the query Switch to the Model tab Advanced International Translations Custom queries 209 3 Selecting database tables Locate the required tables on the list to the right in this case CINVOICES table and drag them to the gray field of the Model tab of Query Builder window Advanced International Translations 210 Translation Office 3000 Help System 4 Selecting fields to be added to query Select two fields in this case CLIENT_ID and CINV_TOTAL_B client ID and sum of the invoice in basic currency by clicking near the names of this fields in the table windows These fields will appear in the lower area which represents the list of selected fields Advanced International Translations Custom queries 211 Mar Run Query E CINV_TAX1_TOTAL_B E CINV_TAX2_TO
140. orkflow Modes In the opened window choose With Projects Mode and click Ok button This mode has the following workflow 4 Create a client For this go to Clients gt Client and click New Client button 2 Create a project of this client For this go to Projects tab of the client and click New button 3 Create client jobs assigned to the project For this click Jump to Projects button in the bottom side of the screen then switch to Client Jobs tab and click New button e TO3000 Version 10 0 Portable Headquarters of the Freelance Translator l E Navigation New Custom Reports Settings Help Regi stered to Aleksandr Dyatlov Client The Lightning Graphics Main Contacts Marketing Prices Quotes Projects gt Client Jobs Invoices Paym KIO New Edit Delete Status All y Assigned Project Cod Project Name Deadline Completed Client PM 110572011 0034 Norbyworkshop f 271052011 181 27 05 2011 18 Lane Ellis General Prices for Clients ol Local Report Local Custom Filter Global Date Filter 01 01 2011 20 01 2012 o E Gm l Y Payments from Clients sn E In With Projects Mode jobs cannot be created without a project With Projects Mode will be useful for freelance translators who Group several jobs in a project Perform several task for one job For example if you make translation proofreadin
141. ors after running Check Integrity command File for repairing must be created by manually copying database file 1A4 Tl Translation Office 3000 V9 db TO3000 fdb To repair your database structure with the help of backup database file copy 1 Click menu Settings gt Database 2 Click Repair button As a security measure TO3000 Version 10 cannot run any repairs on the original location of the TO3000 Version 10 database A T Translation Office 3000 V9 db TO3000 fdb You should copy the database to some other location before running Repair command 3 Specify the location of the database copy by clicking Select button lt 3 Note One way to obtain a copy of your database file is to rename or move your current TO3000 fdb file and run Restore operation After the process has been completed move the restored TO3000 fdb file to A T Translation Office 3000 V9 Admin Repair folder return your current TO3000 fdb to A T Translation Office 3000 V9 db folder and attempt repair operation 3 Note If Repair fails the only alternative is to restore database from most recent backup therefore it is important to backup often KKK See also Business Settings Personal settings Advanced settings KKK Advanced International Translations Settings 79 11 5 Workflow Settings Work flow Modes is used to choose a workflow mode used in TO3000 Version 10 There are two modes available e With Projects Mode This workflow mode allows
142. ow and either double click it or click Open button 4 AnyCount Engine will count the text in selected file and enter count results are to the Volume field of the New Client Job window 5 Expanded count report is added on the AnyCount Notes tab which appears after AnyCount is used Creating a client job based on counted file Click AnyCount button on the Client Job tab of Client Without Projects Mode only or Project with Projects Mode only window Select volume to count in and click OK button Select a file to count Once the count process is completed TO3000 Version 10 will create a new client job with the name of the counted file and respective volumes and volume units Advanced International Translations AnyCount a See also www anycount com CATCount Advanced International Translations 182 Translation Office 3000 Help System 19 CATCount Introduction CATCount is a tool for calculating Computer Assisted Translation CAT cost In TO3000 Version 10 CATCount is used for accounting of computer assisted translation jobs Primary functions of e translating complex CAT Scheme different rates and counts of different types of text into a single text count number i e CATCount e importing CAT counts from Trados Translators Workbench and Logoport logs e printing of CAT Schemes together with original word counts CATCount options can be found in the following TO3000 Version 10 windows New Edit Draft Cl
143. p Numbers check box is selected AnyCount produces count omitting numbers in the documents If Show Full Path is selected then in AnyCount Notes which appear after you use AnyCount when creating Client Job you will see the full path of the file counted File type specific options To configure counting options for specific file types click the tab with required file name Different file type counting options can be configured 3 Note You can perform counts of wpd files only if you can open them with Microsoft Word i e you need special Microsoft Word packages for working with wpd files to be installed See also Creating Client Jobs Business Settings Advanced International Translations 52 Translation Office 3000 Help System 11 2 2 Colors General To open Colors General tab click menu Settings gt Personal and click Colors General in the left part of the window Use corresponding buttons to change the color of text and background for different parts of TO3000 Version 10 interface See also Colors Status Business Settings Advanced International Translations Settings 53 11 2 3 Colors Status To make jobs and projects tracking more effective TO3000 Version 10 uses different colors to mark records with different status Example Black the job is completed Green the job is not completed yet deadline in the future Blue the job is not completed and due today Red the job is not compl
144. quired column can be activated with the help of Customize Columns option Vertical View window offers a quick summary of selected table row This is especially useful in tables with a lot of columns for example Client Jobs table with a lot of custom columns Export On the Main tabs of Clients and Projects windows when you right click on the correspondent items list Clients list Projects list etc the expanded right click menu appears containing two more commands Export to TXT and Export to CSV For example See also TO3000 Version 10 Interface Advanced International Translations 36 Translation Office 3000 Help System 10 7 Menu bar Navigation Navigation menu can be used to quickly access any window or tab of TO3000 Version 10 Navigation menu structure is identical to that of Navigation panel Client and Project commands include a submenu to the right which gives access to the tabs of the correspondent window Navigation menu can also be used to change the style of navigation panel Classic command will change the navigation bar to the one used in previous versions New New menu can be used to quickly create new client and contact records in TO3000 Version 10 database This menu has the following items Client this option can be used to quickly add a new client record to database Contact this option can be used to quickly add a new contact of a client Service this option can be used t
145. r administrator regarding the type of file transfer you should use If you are unsure please leave Passive file transfer check box cleared To add edit or delete FTP connections of certain client click FTP Connections button in this Client s profile See also FTP folders access Advanced International Translations Clients 93 12 1 1 8 Cloning a client In case the client you are about to create has the same or similar data as one of the existing clients it is recommended to use clone option to copy selected data from existing client to a new one The following data can be copied Profile although it is unlikely that two different clients will have same profile information like address or contact details some information such as payment terms invoicing policy and locale settings may be common Contacts cloning contacts Contacts tab of Client window data may have time when creating a client for new department or subsidiary of an existing client Marketing marketing information Marketing tab of Client window can also be cloned Prices if a new client has same or similar prices Prices tab of Client window as one of the existing Clients this data can also be cloned To clone a client record select the required client from the list on the Main tab of Client window and click Clone button Newly cloned client will appear in the list with CLONED string added to their name See also Contacts tab of Cl
146. r of characters long Notes can be filtered by Subject or by Category columns Advanced International Translations Projects With Projects Mode only 133 13 1 5 Schedules of Project Schedule tab of the Client window displays schedules of client jobs belonging to the currently selected project Double click any schedule representing the client job to open this job for editing See Using Schedules topic for more information on schedules Job schedules colors Just like the jobs they represent job schedule bars can have different colors depending on the statuses of respective jobs Green Job is not completed yet but its deadline is in the future Blue Job is not completed and due today Red Job is not completed and overdue its deadline is in the past Grey Job is completed See also Using Schedules Client window Advanced International Translations 134 Translation Office 3000 Help System 13 2 Client Jobs window All Client Jobs stored in the database are listed in the Clients Jobs window The options available for this window are the same as those for Client Jobs tab of Project window The major differences are Client Jobs window displays all client jobs of all projects New client jobs cannot be created using this window Existing client jobs cannot be deleted using this window To open Client Jobs window click Client Jobs icon in the Projects section of Navigation Panel
147. r specified in Advanced Settings of TO3000 Version 10 See also Project Folders window a E of Projects window displays block diagram of all Projects for the specified period See also Schedule of Client Jobs See also TO3000 Version 10 User Interface Advanced International Translations User interface 33 10 4 Local custom filter Local custom filter can be used to filter data in TO3000 Version 10 tables by certain columns Filters are most commonly used as search tools To create or configure local custom filter click Edit button and adjust filter conditions Once the filter has been turned On all rows in the table which do not match filter parameters will be hidden You can apply last used filter by clicking Recent button Filter settings can be saved for re use in the future without the need to set up filter parameters again Creating a filter 1 Click Edit button in the Local Custom Filter area at the bottom of TO3000 Version 10 window or press Ctrl F buttons 2 Click on the lt Click here to add condition gt string or click Add button to add a new condition line Each condition has the following elements e Field column name By default the name of the first column of this table in database is displayed Click to select a different column lt 3 Note Custom fields are available in these lists as well e Condition t depends on the type of data which is stored in selected column These may include
148. rd This code is also used for naming client folders as well as in codes for Invoices and quotes e Name click this button to edit this client s name This name can be up to 150 characters long e Postal Address click this button to add or change a postal address of the client See Postal Address of Client topic for details e Contact Info button allows you to add or change contact information of the client See General Contact Information topic for more details Advanced International Translations Clients 83 e Web site opens Edit Website of Client dialog box providing field for entering a web site address URL of your client Click Go button to open this site in your Internet browser Web site address can be up to 120 characters long Payment Terms allows you to specify payment terms for each client and their minimum fees According to these TO3000 Version 10 will determine if your invoices to client are outstanding overdue or will be due soon See Payment Terms of Client topic for more details e VAT Number enter client s legal tax number to have it automatically displayed and printed on invoices Client Folder this part of client s profile can be used to quickly create client s folder and access client files Click Create button to automatically create a folder tied to this client Explore button becomes active only after client folder has been created Click it to open the client s folder in the W
149. rency TAX2 Used in algorithms If tax 2 exists True if it doesn t False TAX2_VALUE Tax 2 value in client s currency TAX2_VALUE_ Bi Tax 2 value in base currency TAXES Indicates if the taxes in the Tax fields are set used in algorithms If any tax is set True if it they are not False AFTER_TAX1 Total in client s currency after Tax 1 applied AFTER_TAX1_B Total in base currency after Tax 1 applied Discounts VARIABLE DESCRIPTION DISCOUNT1 Indicates if the discount markup in the Discount Markup field is set used in algorithms If discount 1 exists True if it does not False DISCOUNT1_VALUE Discount 1 value in client s currency DISCOUNT1_VALUE_B Discount 1 value in base currency DISCOUNTA Indicates if the discount markup in the Discount Markup field is set used in algorithms If discount 2 exists True if it does not False DISCOUNT2_VALUE Discount 2 value in client s currency DISCOUNT2_VALUE_B Discount 2 value in base currency DISCOUNTS Indicates if the discounts markups in the Discount Markup fields are set used in Advanced International Translations 176 Translation Office 3000 Help System algorithms If any discount is set True if there are no False AFTER_DISCOUNT1 Total in client s currency after Discount 1 applied AFTER_DISCOUNT1_B Total in base currency after Discount 1 applied NET JOBS _TOTAL Jobs total with discounts in client s currency
150. rte e data fini ED ii O Where d d Where data finis master 7 s 12 Astral Dust Stat Row 2 O Finish Row m EEI ildemess f DEA E 14 Nrean worl A E Down Column Ain XLS file has been i pn selected as data x Default Sheet source ye S Custom Sheet Sheet Number Sheet Name Clients Advanced International Translations Importing data into TO3000 an 20 3 Importing from dbf With TO3000 Version 10 Import Utility you can import data from your DBF files directly to TO3000 Version 10 database To link source and target fields 1 Select the dataset field from the Target TO3000 Database Fields list 2 Select the corresponding field in the lt TABLE_NAME gt dbf list 3 Click Add to create a link These fields will be added to the list at the bottom of the window Repeat these operations for each dataset field If you want to remove the accordance you set select the linked fields in the bottom list and click Remove f 2 TO3000 Import Utility Version 10 0 Build 1 Import from Clients dbf Step 1 of 3 O Click the Add button to set the accordance between the imported column and the table field or dick the Remove button to remove one Target TO3000 Database Fields Clients dof BB state EB COUNTRY 3 General Info 1 Select target fields in Ec E Country T03000 database Bar 2 Select field containing relevant E Currency ES STATE data in source dbf file
151. rvice each group of services contains a separate list of services Before selecting a service select group of services first To add or edit a service please open menu Settings gt Business and select Services section Volume job volume can be indicated in a number of units characters words lines hours and so on To add custom units please open menu Settings gt Business and select Volume Units section You can also use built in AnyCount or CATCount tools to quickly count the job file or calculate CAT text volumes 100 match fuzzy match and so on You can also import Trados and Logoport logs with the help of CATCount tool to quickly enter required volume See AnyCount and CATCount topics for details Price price can be entered manually or copied from client s individual price list To copy price from price list click lt Price button Price for matching service group of services and units will be copied Click gt button to copy the price to this client s price list You can set a fixed price on for client job which will not be multiplied by job volume by selecting flat fee option in the drop down list next to the price field Select free option in the same drop down list to set job total to zero Price and volume in free job must not necessarily be zero Job Folder when creating client jobs it is often necessary to work with client job files for example you may need to count a client job file for exact volume Once the
152. s PONo Delivered Job Name Service scanentry dtLinkJobs PO dtLinkJobs COMPLETE dtLinkJobs JOB_NAM dtLinkJobs SERV Di El ICE scanfooter Jobs Total JOBS_TOTAL Command scan dtLinkJobs will make the parser scan go from first record to the last one all selected data in Jobs table in this particular case all jobs included in the invoice and output them to file or printer Text between scan dtLinkJobs command and scanentry command is table header Text between scanfooter and endscan commands will be considered table footer and will only be displayed once at the end of this table Text between scanentry and scanfooter commands is table body It includes variables from columns which must be listed in the table In example above these are e dtLinkJobs PO Client PO Number e dtLinkJobs COMPLETED Date of job delivery e dtLinkJobs JOB_NAME Name of the job e dtLinkJobs SERVICE Service provided Condition checking This allows the template to react to certain varying conditions and produce output suitable to each of possible conditions The logic is the following WF condition Reaction ENDIF Example If Discount 1 is applied display discount name discount value and subtotal The code is as follows IF DISCOUNT1 DISCOUNT1NAME DISCOUNT1VALUE Subtotal AFTERDISCOUNT endif This will make the template check if discount 1 is applied a
153. s 216 Translation Office 3000 Help System 24 Custom reports 24 1 Viewing custom reports Accessing reports Custom reports are used to extract and view consolidated and summary printable information from the TO3000 Version 10 database To obtain any of custom reports click menu Custom Reports gt List Report View Window This window displays the list of all reports currently integrated in database Click Preview button to view the selected report Click Print button opens printer setup options dialog Click Export button to save the report result in a separate rtf html pdf or xls format On Export button click the Export window opens where you can select the necessary format For details on exporting to each format please see topics Export to html Export to rtf Export to xls Export to pdf See also Example creating a report Exporting TO3000 Version 10 data Advanced International Translations Custom reports 217 24 2 Managing custom reports Custom Reports settings Custom reports can be created edited and deleted with the help of TO3000 Version 10 Advanced settings window 1 Click menu Settings gt Advanced 2 Click Custom Reports section to open custom report management options Custom report options The following options are available for custom reports e New Edit Delete buttons can be used to create modify delete the selected report e Edit Details button provides access to
154. s 4 Translation Office 3000 Help System 11 1 1 Groups of Services On Groups of Services tab you can specify the kinds of services groups of services in other words you offer to your clients e g translating editing etc When creating jobs or setting prices in TO3000 Version 10 you will have the possibility to specify the group of services selecting it from the list created here Groups of Services tab is displayed automatically when Business Settings window opens To create a new group of services click New button and enter the name of the group in the New Service Group window displayed 50 characters maximum Group of services cannot be deleted if it has any services in it See also Personal settings Advanced settings Database settings Advanced International Translations Settings 41 11 1 2 Services On the Services tab of the Business Settings window tab you can enter a list of services you offer to your clients e g translating from English to French While creating jobs or setting prices in TO3000 Version 10 you will have the possibility to specify the services selecting it from the list created here To open Services tab click Services in the left part of the Business settings window Each service belongs to a group of services To add a new service click New button select a group of services and enter service name 50 characters maximum Service cannot be deleted if it is used in any price q
155. s Highlighted in red color are projects put on hold 0020 Personal Letters 0039 Project 1 This project has Planned status 0041 Project 2 This Project has On Hold status 0023 Spatial index lt 5 Note You can change colors to mark off items status on the Colors Status tab of the Personal Settings To flag a project right click the narrow field to open a drop down menu Editing project data Advanced International Translations Projects With Projects Mode only 1 Project Code is automatically assigned to each Project in TO3000 Version 10 All Project Codes are unique and cannot be edited Name project name can be 150 characters long Client PM one of the client s contacts responsible for this project on the client side The person selected here will be set as default client s PM for all new client jobs of this project See Contacts List topic for details on adding and editing contacts Timeline timeline of a project in TO3000 Version 10 includes assigned deadline dates and the date when the project has been actually completed Optional Status these are used when project needs to be put on hold or when you create a planned or potential projects Projects with on hold status have their deadlines undetermined thus on hold projects cannot become overdue On hold projects are highlighted in red Projects with planned status cannot be set as completed since planned status assumes that work has not yet
156. s how much is linked to which invoice Phantom invoices are virtual invoices which can be used to make the payment linked without settling any of the actual invoices Phantom invoices can be used for ensuring account consistency in case the payment for some reason should not be used to cover invoices Saving and printing Payments to Client To save Payment as an RTF document first apply changes made to this payment by clicking Apply button Once the payment has been saved in database RTF template controls for it will become active Use RTF Templates drop down list to select the template which must be used for saving this payment in an RTF file lt 5 Note You can choose to save the output file in PDF or DOC format by selecting this format in Save As window with the help of Save as type drop down list To edit templates for payments click menu Settings gt Personal and select Templates Templates for payments to clients are located at C Users Public Documents AIT TO3000 Version 10 Templates CLIENTS Payments folder Advanced International Translations 126 Translation Office 3000 Help System 12 19 Void Invoices By voiding invoice you do not delete it from your invoices list However once voided invoice cannot be printed or edited and the jobs added to this invoice revert to Uninwiced status When voiding invoice you can enter reason for voiding and specify date will be used by Global Date Filter Details of void invo
157. sed for creating various project related notes Schedule tab a schematic overview of Project jobs presented in a form of schedules Advanced International Translations 128 Translation Office 3000 Help System 13 1 1 Project Profile Main tab of Project contains list of projects and project profiles Use this tab to create new Projects change project parameters and close Projects as they get completed To open Main tab of Project window click Project icon on the navigation Panel and then select Main tab Project list options To search project by its name type string being searched into the field over the project list To sort project list by certain column click this column s header Clicking Code column will sort projects by their codes or chronologically clicking Project name column will sort projects by their names or alphabetically Information displayed in projects list can be configured Right click project list and click Customize columns to add or remove columns Deadline PM and so on Projects in the list can be filtered by project status completed planned and so on Status colors and flags Records in project list are marked by color Black the project is completed Green the project is not completed deadline in the future Blue the project is not completed and due today Red the project is not completed and overdue Highlighted in green color are planned project
158. so Custom Fields Advanced International Translations 11 2 7 Schedules This section of user settings covers the display of schedules for clients and projects projects and client jobs are displayed in a graphical way allowing to see all pending due overdue projects and or jobs at a glance Use Schedules tab of the Personal Settings window to select icon display options on the Schedule bars marking the Projects and Client Jobs in the Schedules of TO3000 Version 10 Always Icons are displayed on all Schedule bars Clients and their Pr January 2008 y philips savvy manual W Training Schedule Clients and their Pr January 2008 z philips savvy manual Training Schedule See also Using Schedules Advanced International Translations se Translation Office 3000 Help System 11 2 8 Customization This section allows to perform additional customization of TO3000 Version 10 Default time of Deadline in Client Jobs option allows you to choose default time which will be used in deadlines of client jobs This option can be changed only in Without Projects Mode In With Projects Mode deadline of client jobs is set according to the appropriate project s deadline Advanced International Translations 11 3 Advanced settings Advanced settings can be used to manage more complex aspects of TO3000 Version 10 like global codes folder settings database customization and custom report building
159. started Planned projects are highlighted in green General Information project profile can contain any general information relevant to this project in a form of plain text note Custom Project Data Project database can be customized by adding custom fields Any custom fields that have been added to projects database can be accessed by clicking Custom tab next to the Project Profile tab To add custom fields to projects click menu Settings gt Advanced and click Custom Fields section See also Creating Client Jobs Advanced International Translations 130 Translation Office 3000 Help System 13 1 2 Client Jobs of Project Client Jobs tab lists all client jobs within the currently selected project Filtering Client Jobs Use Status filter drop down list to display only Completed Not Completed or Overdue Client Jobs Use Invoiced filter drop down list you can select to display only those Client Jobs which have or have not been invoiced If you have set invoicing policy for this Client in this Client s profile on the Main tab of Client window TO3000 Version 10 will advise you whether the jobs are ready for invoicing or not Client Job Statuses Jobs in the list are marked colors depending on its status Green client job is not completed yet but its deadline is in the future Blue client job is not completed and due today Red client job is not completed and overdue its deadline is in the pas
160. t Black client job is completed Also if a Job has any status other than Normal it will be highlighted either in red or in green Job Name This Job has On Hold status Yeni Vidi Vici This Job has Planned status Nam tempus 3 Note You can change status of any job with the help of Optional Status drop down list in Edit Job window 3 Note Status colors can be configured b clicking menu Settings gt Personal and then clicking Colors Status See also Creating Client Jobs Advanced International Translations Projects With Projects Mode only 131 13 1 3 Files of project Files tab of the Project window provides you with possibility to create the client folder with one click create view and search for files and folders related to this Project Folder navigation is described in File manager topic To open Files tab click Files tab See also File manager Folder Structure Advanced International Translations 132 Translation Office 3000 Help System 13 1 4 Info tab of Project window Info tab of the Project window can be used to enter any optional additional information regarding the selected the project in plain text format Notes can be filtered by custom categories Subject maximum 100 characters long Category categories of notes can be added by clicking menu Settings gt Current user and selecting Categories See Categories topic for additional details Information plain text note any umbe
161. t To export a custom report save required report in PXR2 file This file can later be imported into another TO3000 Version 10 database 1 Select the required custom report in the list 2 Click Save button 3 Specify name and location for PXR2 file being saved Importing a custom report You can import a custom report to your database from a PXR2file To import a custom report use PXR2 file to load required report Advanced International Translations Translation Office 3000 Help System 1 Save PXR2 file being imported to 14 Tl Translation Office 3000 V9 Admin Reports folder 2 Click Load button 3 Locate PXR2 file being imported select it and click Open button Editing a custom report To make changes to a custom report select this report in the list and click Edit button This button opens the FastReport window report designer interface FastReport designer is a complex tool intended for IT specialists lt requires some basic SQL and Delphi knowledge Step by step creation of simpler reports is described in Example creating a report topic For detailed information please visit the Fast Report Inc Internet site http www fast report com Setting up a report example Once a new report has been added to reports list you can access this report by clicking menu Custom Reports gt List Unless it has a pre set example however the preview field to the right will remain blank Click Set button of the Custom R
162. t WYSIWYG What You See Is What You Get to make the xls file look exactly as the picture you see on the screen e select Background to keep the view of the background in the target xls file To automatically open the new file after finishing export procedure select Open Excel after export See also Export to rtf Export to txt Export to csv Export to html Export to pdf Advanced International Translations Exporting data from TO3000 1 21 3 Export to csv Exporting TO3000 Version 10 data to csv format does not require specifying any additional options After selecting csv in the Export window the standard Windows Save As dialog box appears where you can specify the target file name See also Export to rtf Export to txt Export to html Export to xls Export to pdf Advanced International Translations 200 Translation Office 3000 Help System 21 4 Export to html In the Export to html window you can set properties of output file when exported in html format It opens when you select html from the Export to drop down list on the Export window Settings for exporting to html tab range e select All to export all tabs of the source e select Current tab to export only the tab you are currently viewing e select tabs and specify the numbers in the text box provided to print only certain tabs Export settings e select Styles to save style setting of the source when exporting e select Pi
163. t folder of TO3000 Version 10 so that you can send it to other TO3000 Version 10 users select the report in the list and click Save button See also Custom queries Advanced International Translations 226 Translation Office 3000 Help System 25 Hot keys To use hot keys in TO3000 Version 10 press Alt and a character an underlined character of an appropriate button on TO3000 Version 10 window W Client Reliable Network Inc Main Marketing Prices Q To open Local Custom Filter press Ctrl F Advanced International Translations 26 Other Products by AIT 26 1 AcroLexic Dictionary of Acronyms and Abbreviations AcroLexic 2 0 is a capacious dictionary of acronyms and abbreviations With AcroLexic you can forget about tedious searching through countless pages of dictionaries each time you come across an unknown abbreviation Currently it contains more than 70 000 terms with more than 150 000 definitions The dictionary enables quick look ups of acronym definitions from different areas of knowledge and provides results in a convenient format AcroLexic will be a valuable addition to your electronic bookshelf Web site http www acrolexic com Download free trial http download acrolexic com AcroLexic2Setup exe Advanced International Translations 228 Translation Office 3000 Help System 26 2 AnyCount Word Count Character Count and Line Count Software AnyCount is an essential timesavin
164. t into several columns country address 1 address2 lf there are no appropriate fields for some piece of information you can add the necessary fields manually shut down the utility first and then add all necessary fields to the corresponding table clients See Custom Fields topic 2 The newly created custom fields should appear in the end of the Target Fields in TO3000 Database list Price Group Price Service Price Unit and Price Value fields of the Target Fields in TO3000 Database fields were added to enable importing clients prices Price Value cannot have negative value Only one column should correspond to Price Service field Example If its value is a language pair like English gt French the string should be a single whole not English in one column and French in another column Price Group field is not mandatory as its value is set Translation automatically if other is not specified 3 Clients can have more then one price more then one service in other words Example Supposing you need to import information about a client which has two prices English gt French price and English gt Japanese price To complete importing successfully you need to duplicate the information about this client twice according to the number or prices Services Alter Ego English gt French words 0 01 Solutions Advanced International Translations 186 Translation Office 3000 Help System Alter Ego E
165. t s profile CLIENT_VATNUM VAT Number of client from client s profile 3 Note CLIENT_ADDRESS variable has pre defined order If address format is different in your country you can use separate address items to include address into your customized template Advanced International Translations 164 Translation Office 3000 Help System Usage of special comma terminated variables CLIENT_STREET1_C CLIENT_STREET2_C CLIENT_CITY_C CLIENT_STATE_C CLIENT_COUNTRY_C CLIENT_ZIP_C is necessary if you would like parts of address to be separated by commas You can as well insert commas directly into template but in this case unnecessary commas may appear even if some variable like second line of street address is left empty See also Logic of Templates Advanced International Translations Templates 165 17 3 Locale settings and date format There are two ways of configuring locale format 1 In TO3000 Version 10 for each Client individually e open Client window and click Main tab e click Locale Format button in client profile e select Custom locale in the drop down list next to Generation of RTF files string e configure the code in Short Date Format or Long Date Format to include 4 5 capital M letters like dd MMMM Y Y Y Y 3 Note Please note that Long Date Format for long date variables IDATE_DUE_LONGi INVOICE_DATE_LONGI and so on Settings in Short Date Format will affect regular var
166. tab 3 Note If you change the client code it can be done from the Main tab of the Client window TO3000 Version 10 will attempt to rename the appropriate folder Folder creation options in different TO3000 Version 10 windows Edit windows for quotes projects jobs etc have option for quick folder creation Create and Explore buttons Also Edit Job windows have Project Folder tab for quick access to job work files Project Folder tabs have a number of own related folders Use Related Folders drop down list to quickly open any of them in the field to the right The following folders can be quickly accessed from Edit Job window e FTP client e Client folder of respective client Switching between open folders Using Open Folders drop down list from the button panel of TO3000 Version 10 Workstation interface you can easily switch between the folders opened during the current TO3000 Version 10 working session Any folder you open using TO3000 Version 10 using Explore buttons is automatically added to the list When you need to switch just select the necessary folder in the drop down list and click Go button See also Advanced International Translations 150 Translation Office 3000 Help System TO3000 Version 10 interface Folder structure Advanced International Translations File management 151 15 6 Built in FTP client TO3000 Version 10 features built in FTP client which can be used to quickly access FTP f
167. ted period The schedules are grouped by clients You can select to display Projects with particular completion status only using Status drop down menu in the upper right part of the Schedule of Projects window Double clicking on the column representing a Project you can open the Edit Project window where you can change the details of the Project See Using Schedules topic for more information on schedules See also Client window Using Schedules Advanced International Translations 112 Translation Office 3000 Help System 12 8 Schedule of Client Jobs Without Projects Mode only Schedule of Client Jobs window displays schedules of all Client Jobs which fall into the scope of the selected period The schedules are grouped by clients You can select to display Client Jobs with particular completion status only using Status drop down menu in the upper right part of the Schedule of Client Jobs window Double clicking on the column representing a Client Jobs you can open the Edit Client Job window where you can change the details of the Client Job See Using Schedules topic for more information on schedules See also Client window Using Schedules Advanced International Translations Clients 113 12 9 Business Expenses Any expenses can be entered into database with the help of Business Expenses window These expenses are used when calculating total balance To open the Business Expenses window click on the Busin
168. the Edit Custom Report window where you can change report name and description e Example View Set Clear buttons use Set button to specify the date interval for the sample of selected report displayed when the report is accessed in TO3000 Version 10 menu Custom Reports gt List Use View button to see this sample and Clear to delete it Preview button opens the Preview window where you can see how the selected report would look on paper and print it if needed Load and Save buttons will allow you to download new reports from PXR2 report files importing and save the existing reports to PXR2 files for exporting lt 3 Note Custom reports which are displayed in Custom Reports section of TO3000 Version 10 Advanced settings window are the ones currently integrated into TO3000 Version 10 database PXR2 files are used solely for export import purposes thus deleting PXR2 file from 14 T Translation Office 3000 VIA dmin Reports will not delete any of the reports in database Exporting a custom report To export a custom report save required report in PXR2 file This file can later be imported into another TO3000 Version 10 database 1 Select the required custom report in the list 2 Click Save button 3 Specify name and location for PXR2 file being saved Importing a custom report You can import a custom report to your database from a PXR2file To import a custom report use PXR2 file to load required report Advanced I
169. the price field Select free option in the same drop down list to set job total to zero Price and volume in free job must not necessarily be zero Project Folder when creating client jobs it is often necessary to work with project files for example you may need to count project file for exact volume Once the folder has been created its contents can quickly be accessed on the Project Folder tab of New Edit Client Job window Timeline timeline of a client job in TO3000 Version 10 includes assigned deadline dates and the date when the client job has been actually completed Deadline and Completed values are taken into account when the program determines status of client jobs like due today overdue and so on Optional Status these are used when client job needs to be put on hold or when you create planned or potential jobs Jobs with on hold status have their deadlines undetermined thus on hold jobs cannot become overdue Jobs with planned status cannot be set as completed since planned status assumes that work has not yet started Instructions any instructions or comments of client regarding a client job can be entered here in the form of plain text note Work Notes staff notes can be entered here It is recommended to enter client notes and staff notes separately Custom Fields client jobs information can be customized by adding custom fields for additional information not foreseen by default controls You can save clie
170. these settings determine how negative amounts of money are displayed For example in some countries negative amount is indicated with a minus put before number 100 00 In other countries negative amount must be written in brackets 100 00 Decimal Symbol this is the character which separates decimals from the rest of the number You can type the required character directly into the drop down list Any character you type will be added to the list for later use No of digits after Decimal TO3000 Version 10 will round up all numbers in the documents to a number of decimals specified here Set this parameter to O if the currency of a client does not have decimal units Most commonly number of digits after decimal is 2 Digit Grouping Symbol this is the symbol which will be inserted between each three digits in the number for example in the following number 1 000 000 digit grouping symbol is space Date Separator enter character to separate day month and year in date when it is displayed in short format For example in the following date 3 31 2008 the date separator character is comma Settings in Date Separator field will be automatically applied to Short Date Format field Short Date Format this is format for the short date display like 3 31 2008 Enter required date format into this field or select one of the available formats using drop down list Use d to indicate day m for month and y one year Date separat
171. tional Translations s Translation Office 3000 Help System 12 1 1 2 General contact information Clients in TO3000 Version 10 have two types of contact information general and contact information of client s contact persons Contacts of Client General contact information of a Client can contain the following data E mail up to 2 maximum 250 characters Send button becomes active only if valid e mail address is entered Phone up to 4 and Fax numbers maximum 250 characters each Notes a plain text note not limited by the number of characters General contact information of Client can also be added to templates with the help of Client Information Variables See also Countries section of Business settings Client Information Variables Advanced International Translations Clients 87 12 1 1 3 Payment terms of client According to the payment terms of a client TO3000 Version 10 will keep track of unpaid invoices and update status of outstanding invoices overdue due today due tomorrow and so on With the help of Edit Payment Terms dialog you can configure payment conditions of selected client including Minimum Fee this is the minimum sum the invoices must accumulate before they can be paid Type 0 in this field to disable minimum fee condition You can also indicate if invoice should be paid within certain time 30 45 60 or 90 days from the day it was sent invoice issue date or on certa
172. tom groups of fields as well and variables for using custom fields value in your rtf templates To edit custom fields 1 Click menu Settings gt Advanced 2 Click Custom Fields section The following data can contain custom fields 1 Clients Main tab of Client window Client profile Quotes to Clients Client Jobs Invoices to Clients Business Expences 2 Projects Main tab of Project window only Creating groups of custom fields 1 Select the table to which a new custom field must be added 2 Click New button in the group of fields control buttons 3 Specify the name for new Group of fields in the New Custom Group of fields window 4 Click OK to save changes or click Cancel to discard To edit delete Group of fields select it from the list and click Edit or Delete button correspondingly from the upper button row lt 3 Note To be able to delete the Group of fields you need to delete all Custom Fields it contains first To change the order of the Group of fields i e the order of tabs with the Custom Fields use Move Up Move Down buttons Creating custom fields 1 Select the necessary Group of fields if you have created more than one Advanced International Translations Translation Office 3000 Help System Click New button from the lower row of buttons N Fill the fields of the New Custom Field window w Enter the name of the new Custom Field in the Name text box Select the data t
173. tomatically Web site http www catcount com Download http download catcount com CATCountSetup exe Advanced International Translations Other Products by AIT 233 26 7 ClipCount Clipboard Wordcount Software ClipCount is ideal for fast text count in any file or program Just select text you want to count and press CTRL C keys or any other combination you select and window with count results appears in the bottom right corner of the screen ClipCount can count word characters with spaces characters without spaces and custom count units Web site http www clipcount com Download free trial http download clipcount com ClipCount2Setup exe Advanced International Translations 234 Translation Office 3000 Help System 26 8 ExactSpent Easy and Exact Time Tracking Software ExactSpent is an efficient time management software that enables you to calculate exact time you spent on particular job You can track multiple jobs for multiple clients in a single place The software will help you get organized increase your productivity and make better use of your time ExactSpent allows you to see clear picture of all your tasks and time expenses Let you rule time not time rules you Web site http www exactspent com Download free trial http download exactspent com ExactSpent2006Setup exe Advanced International Translations Other Products by AIT 235 26 9 Projetex Project Management Softw
174. ts or Without Projects Mode e Language command allows you to choose an appropriate TO3000 interface language To apply changes it is required to restart the software Help Help menu contains links to this help file support and contacts registration options including e TO3000 Help command opens this TO3000 Version 10 Help System e TO3000 on the Web shortcut to http www to3000 com e Technical Support shortcut to http www aithelp com TO3000Support Use this option to contact TO3000 Version 10 support team e TO3000 Newsletter shortcut to TO3000 newsletter subscription form at http www to3000 com newsletter html Check for Updates command opens Checking for Updates window See Check for Updates e System and Locale Info displays System Information window with your system and locale information which could be useful in case of writing to customer support e Register command which changes to upgrade after you register the program shows registration dialog where you can enter your TO3000 Version 10 license key when registering the program About TO3000 command displays version and build information of your TO3000 Version 10 See also TO3000 Version 10 user interface Custom reports Business settings Personal settings Advanced settings Database settings Advanced International Translations 3 Translation Office 3000 Help System 11 Settings TO3000 Version 10 settings are divided into four distin
175. ume units as hours for example cannot be counted with AnyCount Price price value can be either entered manually or copied from the individual price list of client Click lt Prices button to copy price from client s price list Click gt button to add this price to client s price list See also AnyCount CATCount Advanced International Translations Clients 123 12 17 Creating invoices to clients Invoices can be created on the Invoices tab of Client window 3 Note Alternatively invoices can be created by clicking the Mass Invoices button on the Invoices to Clients window For more information please refer to Mass Action topic New Invoice window All invoice information can be added or changed in Edit Invoice window To open this window for selected invoice double click this invoice in the list Approved by approving the invoice you can prevent changing of Client Job data of the jobs added to this invoice Date Sent this date is considered invoice issue date no matter when the invoice has actually been created when applying payment terms See Payment Terms of Client topic for details Code also called Client specific code generated automatically character character means that this is an invoice letters afterwards represent code of the client and the number is the value of invoice counter for this client Each client has independent counter for this code Global Code global code is generated automatic
176. unts can be produced in different volume units words characters with spaces characters without spaces lines pages custom units AnyCount works with all most common file formats TO3000 Version 10 has built in AnyCount to quicken and simplify job creation and expenses calculation for each job AnyCount 7 0 currently counts the following formats BMP CHM CSV DOC DOCX GIF HLP HTM HTML JPG MIF ODP ODS ODT PDF PNG PPS PPT PPTX PUB RAR RTF SDC SDD SDW SLP SXC SXI SXW TXT VSD WPD XLS XLSX XML ZIP In TO3000 Version 10 AnyCount is used to quickly calculate volumes of new jobs and quotes AnyCount options can be found in New Edit Draft Client Job New Client Job Edit Client Job and New Quote Edit Quote windows Counting files In TO3000 Version 10 AnyCount is used in the following way When creating a job or a quote click lt AnyCount button to run AnyCount It will automatically count required units in target files and enter the resulting number into the Volume field 1 Select the volume units from the corresponding drop down list lt 3 Note If the units selected where not specified as Used by AnyCount you will not be able to perform the count This option is available on the AnyCount tab of the User Settings It was implemented to distinguish volume units that cannot be used as text volume units e g hours 2 Click lt AnyCount button 3 Select the file to be counted in the Open wind
177. uote or a job See also Personal settings Advanced settings Database settings Advanced International Translations 42 Translation Office 3000 Help System 11 1 3 Volume Units On the Volume Units tab of the Business Settings window you can create and manage the list of volume units which you will use for entering jobs volumes To open Volume Units tab click Volume Units in the left part ofthe Business settings window To add a new custom volume unit click New button and enter the name of the unit If the unit you are creating consists of words characters with or without space and you want to use it for text counting with built in AnyCount e select Used by AnyCount option e specify if it consists of words characters with or without spaces selecting the correspondent option and number of words characters in the new unit For example volume unit lines can consist of 55 characters without spaces If the unit does not refer to texts volume e g hours leave Used by AnyCount option unselected See also Personal settings Advanced settings Database settings Advanced International Translations Settings 43 11 1 4 Currencies On the Currencies tab of the Business Settings window you can create and manage the list of currencies which you will be able to use in all TO3000 Version 10 financial records To open Currencies tab click Currencies in the left part of the Business settings window To add a n
178. ver the process of creating a simple custom report Example To create a new custom report 1 Click menu Settings gt Advanced 2 Click Custom Reports on Advanced Settings window 3 Click New button enter report name and description in the New Custom Report window and click OK 4 Add data which should be used in the report by clicking menu Report gt Data in FastReport Designer window it will open automatically once you click OK button This will open Select Project Datasets dialog window in which all your Custom Queries are displayed Select the required queries by selecting check boxes in front of their names For this example we selected Projects with Model query since we are composing a Projects report Click OK button to confirm selection lt 3 Note You can create your own custom queries with the help of built in query builder Any custom queries created this way will appear in this dialog window 5 Now contents of the selected query are displayed in the Data field to the right J Data 5 Projects with Model E PROJ_STARTED E PROJ_DEADLINE E AIT USER_REALNAME These are the fields from TO3000 Version 10 database which have been added to the query you selected In this particular case the fields are those containing project names PROJ_FULL and codes PROJ_CODE dates of project timeline PROJ_STARTED PROJ_DEADLINE and PROJ_COMPLETED information as to whether project has been completed or not
179. whole string to upper case Lower sets the whole string to lower case UpperFirst sets the first letter of the string to upper case UpperFirstWord sets the first letter of each word to upper case Char set set the char set of the imported string to ANSI or OEM As is saves the original string char set Use Replacements part of the dialog box to set the replacement list for the selected field Fill the list in the following format lt Value to find gt lt Replace wth Value gt Example Set the following replacements for the field Continent South America S America North America N America that means that all the values South America of the field Continent will be replaced with values S America and values North America will be replaced with N America respectively 6 Selecting columns to import The Import Mode property allows you to define actions executed while importing data The following values are available e Insert All inserts all the records from the source file to the target object e Insert New Inserts records which are not in the target object yet others are skipped e Update Updates those records that already exist in the target object others are skipped e Update Or Insert Updates existing records and inserts new records All options except Insert All require specifying the key fields by which it can be determined if TO3000 Version 10 database
180. y button in this Client s profile 3 Note If Invoicing policy is set to Immediately after completing job then Not ready for invoicing or Ready for invoicing message will not be displayed Advanced International Translations 92 Translation Office 3000 Help System 12 1 1 7 Client FTP connections FTP File Transfer Protocol is common method of sharing and exchanging work files Each client profile in TO3000 Version 10 can have a number of FTP connections addresses of shared folders associated with this client These folders can then quickly be accessed by any user working with Files tab of this Client FTP Connection in TO3000 Version 10 allows quick access to specified FTP folder without having to re type login and password each time you connect The following details can be specified when creating connection Connection Name this name has no syntax requirements and can be no longer than 50 characters FTP Server address of FTP server for example ftp server com Can be no longer than 50 characters User Name login normally issued by FTP server administrator This login will be used when TO3000 Version 10 attempts to connect to FTP Can be no longer than 50 characters Password this password will be used when TO3000 Version 10 attempts to connect to FTP Password can be as much as characters long Passive file transfer option allows to enable passive mode for this connection Please consult FTP serve
181. ype of the new Custom Field from the Type drop down list Enter the name for the variable that will possess the value of the new Custom Field you will be able to use this variable in the RTF templates See also Templates Click OK to add the specified Custom Field or click Cancel to discard To move the Custom Fields to another Group of fields i e another tab click Change Group button point with the mouse arrow at the target Group of fields the Group of fields records become yellow when you point at them and click on it once To confirm all changes you have made with the Custom Fields click Confirm Changes button To cancel all changes click Cancel button The new custom fields appear on the Custom tab of the respective TO3000 Version 10 windows See also Business Settings Personal settings Database settings Advanced International Translations Settings 67 11 3 6 Custom Variables On the Custom Variables tab of Advanced Settings window you can create global custom variables which may be used afterwards in any rtf template Example If you enter EMAIL as a name of the variable and info marsonlymars com as a content you will be able to use EMAIL variable inside all your rtf templates To edit custom variables 1 Click menu Settings gt Advanced 2 Click Custom Variables section See also Business Settings Personal settings Database settings Templates Advanced International Translations

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