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1. Is Display the first item Undo unsaved changes to item irs Delete the item from the list as Display the previous item Display the next item Show a list of all items Display the last item Note In some tables certain buttons are inactive grayed out Function Buttons 10 5 0 Calendar Button Several TransAct dialog boxes offer the E Calendar button as an option for date entries Click the Calendar button to access the Calendar below Calendar Cs 4 November gt Sun Mon Tue Yed Thu Fri Sat EIEARSESESEARS 9 10 Wt 12 13 14 15 Cancel Use the left right arrows on either side of the year and month to select anew year or month Click on the day of the month in the Calendar to select the day Click OK to close the Calendar window and display the selected date Note Click Cancel to exit the Calendar without changing the date 11 Calendar 6 0 Logins and Passwords The first time you open TransAct you operate at the administrator level and can set up logins passwords and access levels for everyone who uses the program Once the administrator has established these security items only a user with administrator level security access can view or change logins passwords and access levels Users with lower levels of security have restricted access to items in the TransAct program TransAct recognizes four access levels of users and restrictions Level 3 A
2. Returning to the Weigh Form Click the Done button to save the settings selected in Options before returning to the Weigh form 8 1 6 Update Tares Button Update Tares allows you to update stored tare weights while the truck is on the scale TransAct only allows you to update tares at the beginning of the transaction so that it can overwrite a previously stored tare that for whatever reason is now incorrect with the actual weight from the scale To add or update a tare wait for the motion indicator to clear Click Update Tares to access the Update Tares Table below Sa 861000 ete Dea lagin a rome Te ee aiii Fari kaci an accom MT i Phim Fisk i then select a ima le apitia Frak I eel Complete a bs Cena g Io zj ETT Thn iai ih Note Once you are in the final Transaction Detail screen you cannot update a tare The table uses the descriptions you assigned to each tare field For example Truck Tare1 Container Tare2 and Pup Trailer Tare3 If you do not use a tare field the button is disabled Weigh 64 Select a customer account by typing the account Code or Description in the Select Account field or click the single down arrow next to the Select Account field to choose from the list The customer account and existing tare fields appear in the tare table From this table you can add or update tare weights by clicking Add or Update to the right of each tare field type
3. Dalirsion Fide riang _ LL Empia yea La awe Umes meded i oppo Quit TransAct and edit the c windows transact ini file Remove the REM space from the front of the following line to restore the network connection TransAct DBDir network path to TransAct subdirectory Restart TransAct and verify that you are using the network database check the current ticket number or run Quick Scan Use the TransAct Import functions to import the transaction from the export file you just created 131 Appendix impi Data Semel p baan Fiy See a De TSH irp bel par sia Pash vi PATE Ys Fakti be ree i i TLA EE ELE rat Be EE eS alt Se Deirim Fie ie cp oe Note When importing transactions do not select any criteria Go directly to Importing When you have imported transactions into the network database TransAct appends the transactions to the last transaction database If you entered the current ticket number correctly the ticket numbers should match after you have imported the data When network down time will last no longer than a few hours and more than one computer will be recording transaction If the network will be down for several hours or days you can use TransAct locally on each computer You can export transactions from each computer and import them when the network is back online Quit TransAct and edit the c windows transact ini file on each computer that is recording transactions
4. e Imsdata mdb template mdb e rpt all rpt files Use a Windows editor such as Notepad to edit the c windows transact ini file Add the following lines to the end of the TransAct section TransAct DBDir network path to TransAct subdirectory On a Novell server the path could be f transact SITE a unique alphanumeric character for each computer accessing the database on the network Run TransAct on the first computer and verify that you have network access Hint Select Admin Utilities Backup The default drive should point to the transact subdirectory on the network Install TransAct on the other computers Run TransAct and create an empty database when prompted Edit the c windows transact ini file on each computer With the exception of the SITE designation make sure the transact ini file on each computer is the same 127 Appendix Hint Once you have configured the transact ini file to meet your needs categories tare names etc copy the file to the transact subdirectory on the network Copy the file from the network to the c windows subdirectory on each computer using TransAct Edit the c windows transact ini file and change the SITE character Note The SITE designation should be unique for each computer 0 Restart TransAct to let the new changes in the transact ini file take effect Note You can also set the Site designation within Transact Select Admin Preferences Company Data to o
5. A grayed out tare field for example Pup Trailer in the preceding window indicates that no tares exist for that field To add a new truck tare leave the tare field blank and click Add or Update Truck When you select Truck Tarel an empty Truck Table appears Likewise an empty table appears when you select Container Tare2 or Pup Trailer Tare3 To demonstrate adding a new tare we will use the Truck Table below t ISSR PS Pumas December 1 1A Adding a New Truck Tare TransAct automatically places the weight from the scale into the Tare Weight box You can modify that value by keying in changes to the tare value however doing so triggers TransAct to print a Keyed Tare note on the final weigh ticket Enter a Truck Number and any other information needed for this entry Click Save to store the new tare Click Done to return to the Select Transaction table Note The system warns you if you try to continue without clicking Save 65 Weigh To edit an existing tare use the single down arrow next to the tare fields to select a tare from the tare list eee ee ee eM Bege a me HP Selecting an Existing Tare to Update Click the Add or Update Truck Container or Pup Trailer button The selected tare table appears a Truck Table in the example below week GRIPS Wih Docomekm C IYI WI died ot Add or Update Tares The selected truck information appears in the Truck Table TransAct replaces t
6. J Services Vehicle 4 Container 101 Time In 04 18 97 11 14 22 AM Time Out 04 18 97 11 18 05 AM In 7740 lb Out 7300 1p Net 440 lb 440 0 lbs Non Hazardous Asbestos 0 02 per lb Total Charge 8 80 Amount Paid 0 00 Special Ticket Info Notes Info 19 Admin 7 1 3 Default Categories Hauler Refuse Default categories are intended to simplify weigh form processing and eliminate the need to select a main category each time the customer comes into the landfill For example if acustomer brings garbage into a solid waste landfill 95 of the time you could use Garbage as a default category When creating customer accounts you can set default items for each category TransAct then automatically enters the default category item into the Categories text box on the weigh forms Click the single down arrow ha to the right of the main category name to display a drop down list containing all of the items in a main category Click on the item you want as the default for the customer account All category fields automatically fill with item None TransAct uses the default items when the operator creates transactions in the Weigh form unless the operator changes the items C urleper fies cued T aria Ei Aakers T Latai Erit Adinik Cite Chappe F a Siata Paviasos ey ZiwPomal Code rars O Tithe Tyee Dabasi Hauer 3 Teanga raag Hoey Dalai Aeteae 11 raki Hea HES L
7. Type REM space in front of the following line from the TransAct section Note REM stands for remark and prevents the line from executing TransAct REM DBDir network path to TransAct subdirectory Restart Transact If you have periodically run backups to the local drive restore the most recent backup to obtain the current customer accounts rate tables etc To avoid ticket numbers being changed when the transactions are later imported into the network database select Admin Preferences Tickets and enter the next ticket number in the Current Ticket box For example if the last transaction ticket was 200 enter 201 as the current ticket number Appendix 132 More than likely each computer will have a different transaction ticket number When the network is back online use the following procedure on each computer that recorded transactions while the network was down Backup the local database on each computer Use the TransAct export features found in Admin Utilities Export to set the criteria and export all transactions you created during the network downtime Click the Export button to export the transactions Faan Daig A O Dateien ras or a Jmca meded bey poring Select where to store the file the name of the file and the export definition file to use Tem g bagar Pis See phre Ee sos a Deiren Fide ice imp oe ajf A A 133 Appendix Quit TransAct and edit the c windows tra
8. Version 2 0 to the list of reports in the Report Options form Add the following heading and report information at the end of the transact ini file Reports Reportl1 Name of Report nameorpt rpt Where Name of Report is the name of the report you want displayed in the Report Type drop down list and nameorpt rpt is the name of the Crystal Report file When you select Name of Report from the report drop down list TransAct generates the nameorpt rpt report Place the file in the TransAct installation directory usually c transact You can add subsequent reports by inserting additional lines in the initialization file Report2 Report3 etc TransAct disables Major and Minor sort controls when you select custom reports You must handle all transaction selection other than the General Selections for Type and Date Range and sorting within the custom report 117 Appendix 12 3 Modifying Standard Reports You can modify standard reports to preserve the use of all sorting options Standard reports are located in the TransAct installation directory usually c transact All report files are of the following GF RPT name type Below is a list of all the standard reports GFACCT RPT GEBALNCE RPT GFCAT RPT GFCHGSUM RPT GFCHGTKT RPT GFCMMSUM RPT GFINVOILRPT GFPAYTKT RPT GFPERMIT RPT GFPMMDET RPT GFPMMSUM RPT GFTARES RPT GFMMDET RPT GFMMSUM RPT GFTONDEL RPT GFTONSUM RPT GFTONTKT RPT To change one of the standard reports
9. subdirectory and open the file as described above Scroll through the text until you find the following lines Category 4 Title Refuse SubCat1 SubCatiTitle SubCat2 SubCat2Title Position the cursor at the end of the word Refuse and press the Backspace key to delete the word Refuse Enter the word Product exactly as you would like it to appear in TransAct Note This entry is case sensitive if you do not capitalize the letter P it will not be capitalized in the program You should see the following Category 2 Title Product SubCat1 SubCat1iTitle SubCat2 SubCat2Title Save the file and exit Notepad Open TransAct to verify the change has taken effect The previously named Refuse category should now be named Product Example 2 Adding Categories Let s assume that in addition to the two categories TransAct automatically Appendix 114 installed you need an additional category called Area You can configure up to two additional categories but we ll only use one for this example It doesn t matter which empty category you choose to edit We ll use Category 2 for our example Run the Notepad program found in the Windows Accessories group Select File Open Find transact ini in the Windows subdirectory and open the file Scroll through the text until you find the following lines Category 2 Title SubCat1 SubCat1iTitle SubCat2 SubCat2Title Position the cursor after Tit le and type
10. Claire DOT EM Groudhog Racing Inc Excavating Inc Fire Department Select All Accounting 94 The Select Accounts for Statements table allows you to select which accounts to bill You have three options for choosing which accounts to include e Select an individual customer account by clicking the account e Select a range of accounts Hold the Shift key on the keyboard while selecting continuous customer accounts in a row e Select accounts Hold the Ctrl key on the keyboard while selecting discontinuous customer accounts e Click Select All to select every account in the database If there are accounts that TransAct should bill you should mark them as Not Billed in the Accounting Info section of the Customer Accounting table Note TransAct will not process accounts marked as Not Billed Once you have selected the accounts click Done When previewing statements use the navigation buttons at the top of the screen to view the statements Ia Lal i e E Lel wl View Statements Window Buttons View the first statement m Stop generating statements View the previous statement Kol Magnify shrink statement size View the next statement 5 Print the statement View the last statement BME Complete statement processing by moving to another portion of the program such as the Weigh form After clicking on any button in the toolbar the following message appears At this point you must decide if you would like to mark
11. Click Close Ticket Don t Print to store the transaction information without printing the ticket Click Cancel to return to the Transaction Detail table Example Certain trucks used by D amp D Disposal Co Inc will always have a container with them You can set up the trucks bringing containers to the site to require a container in the tare table To setup Tare items to require Tare 2 or Tare 3 items see Section 7 1 4 This Truck requires a Container to be selected This transaction cannot be added Click OK to return to the Transaction Detail table You can then select the item required Tare2 or Tare3 and click the Print Ticket button to complete the transaction 8 3 2 Tares Used as the Weight In Transact uses a stored tare as a Weight In when the default Material Direction is set to Outgoing in the Options table Example An aggregate operation with outgoing rock or gravel uses stored tares as Weight In to calculate net weight Use the single down arrows to the right of the tare fields to display and select available tares Click on the tare to use The total weight of all tares selected truck container and pup trailer is displayed in the Weight In box The tare weight is automatically subtracted from the weight Out and the adjusted weight appears in the Net weight box Weigh 74 ae TIT 4 liap Decor I 1r 37000 mach iis C Ao Te Compare Inderal Header Tare Weight Applied to Outgo
12. Default Minimum Charges Table Use this table to setup default Minimum Charges by unit of measure Pound Yard and Count and direction of transaction Incoming or Outgoing When the Minimum Charge for a category item is 0 00000 TransAct applies the default minimum charges to the charge calculation Press the Tab key to move through the dialog boxes or use the mouse to click inside the box then enter the value Minimum Charges for a Category Item If individual category items receive a different minimum charge click Update Individual Category Codes The Refuse Table Minimum Charges table appears Accounting 86 9 4 Refuse Table Minimum Charges Code a Receivable Payable C Receivable Payable C By Pound By Yard By Unit Count By Unit Count Taxable ft Taxable ft Save First Eren Hent Last Hew Ondo Delete Find The middle section of the table is identical to the Default Minimum Charges table however note the Code and Description fields at the top of the page Click Next to navigate through each item or use Find to select an item Minimum Charges defined for individual category items greater than zero override the default charge Click Save to store all the changes to the table Note The system warns you if you try to continue without clicking Save Click the Undo button to cancel any changes Measured Rates TransAct calculates the Measured Rate per unit of measure Units of meas
13. OK button to clear the error message To help determine what might be wrong click the View Log button Correct the problem with either file then try again When the system reads the data correctly the following message appears XX transactions were processed with no errors 0 transactions were rejected The message also lists the Total Weight Total Charge and Total Credit values and asks Would you like to add these to your database If the information displayed is correct for the import file click the Yes button to complete the operation and add the transactions to the Transaction Table Click the No button to cancel the operation and add nothing to the Transaction Table 7 6 2 Export Data Once you have defined an import definition fil to match data needed for exporting use TransAct to export the data from the Transaction Table Torun the export utility select Admin Utilities Export Data to access the Transaction Selection Criteria window 45 Admin Traecetion Selecion Calteris Thee Liik TOT Tether Foam Cate CAREA IE To Gate CEREA ia helera Iyfr 3 T a Hehe Aee Ag Select Retuee 3 a o o y O Use this window to select specific data to export To export all data to the export file click the Export button as soon as this window appears To export only certain data from the export file use the Selection Criteria window to determine which of the data should be selected from the import f
14. Save Click Find to view a list of all items in the main category A Select Refuse Type window appears with a list of all the items in the main Refuse category of the sample database Select Refuse Type Description Asbestos Frable Category Asbestos Category Il Asbestos Commercial Rubbish Compost Foundry Wastes Leachate Major Household Appliance MSW Domestic Residential MSW Industrial Municipal Incinerator Ash Municipal Wastewater Sludge Petroleum Contaminated Sail Pulp amp Papermill Sludge Tires Utility Ash Fly amp Bottom Yard Waste Select Refuse Type List Note TransAct automatically generates acategory item called None that has a code 1 You cannot edit the None item nor is it shown in the item list However the None item is available elsewhere in the program Do not create a category item called None To edit an existing item click on the item from the item list The item appears in the category window for editing Click inside a field to edit Admin 32 Click Print to print the category type list Click Undo to undo changes before you save Click Done to return to the Category table Click Save to save a category you created Note The system warns you if try to continue without clicking Save 7 5 Utilities 7 5 1 Backup Backing up your data is very important Create a routine procedure for backing up your data and train your employees to follow this backup procedure The most commo
15. adjustment option boxes appear in the Transaction Detail form If you do not enter a description the Adjustments option boxes do not appear Adjustment 1 Percent of Load Label Use the percent load label when splitting a load between two or paansmene more items Enter meaningful text A ee ee Percent Deduction Label in this box and click the Multiple Ticket Items box to turn the feature on Using the Percent of Load feature only requires the truck to weigh in and out one time The Weight In weight Out and Net weight remain the same however TransAct calculates changes using the percent entered The status bar at the bottom of the Weigh form will display the adjusted charge calculation Example A recycling center allows a hauler to bring recyclable materials for commercial and residential customers in the same load However the recycling center needs to track how much of the load is commercial and how much is residential The hauler informs the recycling center attendant that 60 of the load is commercial and 40 of the load is residential During the transaction the attendant enters 60 in the Load field When the attendant 61 Weigh selects Print Ticket a decision window appears Click Add a Percent of Load Item to add the next item at 40 Reports display the adjusted weight In most cases the adjusted weight equals the Net weight TransAct stores the adjusted percent with the completed transaction ticket You ca
16. and 3 9 5 Discounts and Account Flags Plus Only Use Discounts and Account Flags to setup discounts and finance charges for individual customer accounts TransAct applies finance charges when generating statements Use Discounts and Account Flags for marking accounts as revoked not billed cash only and tax exempt Select Accounting Discounts to access the Customer Account Table 89 Accounting prd Cee aed Ale Pani reed Peon teat egy bd E Herio Cay od Taa Tump A Met Eidtex Last Tianesetion SS hecam ata a Finima iaig dt a i br amp Bee Tee De Bes Le ied Discounts Table TransAct Plus version i De a p Items displayed as light gray 1 e Previous Balance and Current Balance above cannot be edited Click the box next to the desired option to activate that option an X appears to mark the selected option Click the box again remove X to turn the option off TransAct interprets the Discount Rate and Finance Charge options as percentages You must enter these options in decimal format For example enter a 10 discount as 0 10 TransAct applies a Finance Charge to any unpaid previous balance when generating statements This finance charge overrides the global monthly finance charge defined in Miscellaneous Rates Note The function buttons at the bottom of the discounts table window operate like the function buttons in other TransAct tables Click Gen
17. and pup trailer ID s and tares Make those jumps by clicking the hotlinked buttons see below near the bottom of the Customer Account Table Accounting Info Pup Trailer TransAct allows each account to use three different tare types Truck Container and Pup Trailer You can change these tare names in the TransAct initialization file for example you can change Container to Boxes See Section 12 2 for more information When using tare weights during a transaction TransAct calculates the total of all tares for the transaction and applies the total toward the net weight Accounting Info Plus Only Click Accounting Info to display accounting information for the customer account The Customer Accounting Info window allows the user to adjust previous and current balances revoke an account activate account invoicing require the customer to pay in cash or select a tax exempt account 21 Admin i Cevleacs Acosert able alima Ara ae ety iai 1 aree emad i Eg ie Timea Eeen 4 T finn Accu Peria Cask Cid E Tat Firm E ied Pimi I tet remm Customer Account Table If you mark an account as revoked TransAct warns you during the transaction Note If the scale is in Unattended mode a vehicle from a revoked account cannot activate a weigh transaction The Customer Account Table contains a row of function buttons you can use to navigate within the table See Section 4 0 for button descriptions Notei The New
18. been correctly installed on your PC 3 Review troubleshooting tips If you still have problems after thoroughly reviewing the documentation follow these steps 1 Locate your customer number and the serial number of the software product 2 Call our direct access Service Hotline at 715 234 2003 and request software assistance Software programming support is billed at 115 00 list per hour with a minimum service charge of 20 00 per call Note Warranty support will be provided at no charge for diskette or program software defects 3 A technician will assist you with the configuration particulars and invoice you for the time utilized For your records software support technicians will be online with our computer database to fully describe the service provided and time billed We look forward to providing you the highest level of support possible If you have any questions on this service please contact our Sales or Service Department or your Regional Sales Director We re sure you ll find this new service useful in helping you get the most from your software Appendix 140
19. button is not available in this table TransAct generates Customer Accounting Info tables from completed transactions You cannot manually set up the Customer Accounting Info table Click Save to save all changes made to items in the Customer Account Table Note The system warns you if you make changes and try to continue without clicking Save Click General Info to return to the Fraach Liai Customer Account Table Truck Tare 1 You can attach a list of trucks with their recorded tare weights to each account When a truck with a recorded tare enters the scale TransAct automatically uses the tare for the transaction The tare appears as Weight Out for an incoming transaction and as Weight In penn rarae aram for an outgoing transaction Click the Truck hotlink button to view the Truck List shown at right Truck List Admin 22 Click on the column headings to begin creating a list of trucks and tare weights To edit an existing truck from the sample database click on the truck Number The Truck Table appears below Truck Table Truck Number Tare Weight jo o Tare Expiration Date oOo m Maximum Legal Weight oo i Badge Humber Weigh Only Container Required Pup Trailer Required Truck Table Click New to create a new truck from a blank table The Truck Table contains the following items Truck Number An alphanumeric ID for the truck 10 characters maximum Note An account
20. driver empties the truck load and returns to the scale When the driver returns select the open ticket from the list of open tickets in the Select Transaction form Complete a transaction by selecting an open ticket Ticket 3037 3 Ticket D amp O Disposal Co Inc Account 3838 default gtk Weigh 78 The open ticket appears in the Transaction Details form E py ool EATE hii Cl ecm OC SG i 24000 Tiaka Haiii Elik En E Hai i yy 1 Lahey pf 1 7 S idee Tota Charge Added Chapa cin Seah Siew AS AR ERMC ST A RSE Click Print Ticket to store the transaction A dialog box appears with a list of options Click Close Ticket and Print to complete the transaction and print the three item ticket Use the Quick Scan feature of the Reporting section to view edit and reprint ticket information see Section 10 1 Click Scan to view a list of tickets below All the items will appear to have the same ticket number Ale baer dipp ern pr 79 Weigh Click Show Detail to view details of the transaction The item sequence number appears in the details form next to the transaction number Click Unlock to edit the ticket fields Click inside the fields to edit Click Save to save changes 8 4 1 Reopen an Old Ticket The Ticket section of the Select Transaction form has an option to Reopen a m
21. files or typed a duplicate file name in the Archive Name box a warning appears This archive file already exists Do you want to overwrite this archive file Click No to return to the Archive Transactions window Click Yes to overwrite the existing file name If you do not specify a file name the following warning appears No archive name specified Click OK to return to the Archive Transaction window Enter a file name and click Archive again The backup database prompt appears again but it is not necessary to do another backup Click No to continue archiving Deleting Existing Archive Files To delete archive files click on the file to delete from the Archive Transactions window Admin 38 Click Delete to delete the selected file To prevent mistakes the following warning appears before the file is deleted Are you sure you want to delete this archive Click Yes to delete the file and proceed Click No to return to the archive window without deleting 7 5 4 Restore Archive Use Restore to restore archived transactions Restoring archived transactions may be necessary for some reporting purposes To run the restore utility select Admin Utilities Restore Archive to access the Restore Archived Transactions window Restore Archived Transactions i lc MS D05_6 transact Select archive s from above list The left window displays a list of available archives found in t
22. following is a list of sharing violations that you may encounter when sharing the database on a network Error 3197 The following error occurred while attempting to update record The error occurs when another user updates the record you are viewing Click OK to continue and view the updated record Enter your changes and click Save You may see this error when editing any table such as Customer Accounts Permits Categories etc Example User A is updating addresses for Customer Accounts and User B is updating zip codes for Customer Accounts User A and User B select Account 3 at the same time User A updates the address and clicks Save User B s screen does not change User B enters the correct zip code for Account 3 and clicks the Save button TransAct prompts The following error occurred while attempting to update record Error 3197 Another user has updated this record since your read Your update will be lost When User B clicks OK to clear the message the updated record with User A s changes appears User B can then continue making changes to the zip code for Account 3 then click Save Error 3167 The following error occurred while attempting to move to record This error occurs when a user deletes a record you are trying to view using the navigation buttons Click OK to clear the message You will continue to see this message until the table is refreshed To refresh a table reselect the table Example User A and U
23. icon to your desktop TransAct Trans ct Ar Uninstall Trans ct Trans4 ct Windows 3 11 Windows 95 If you want to clear the entire program from your system double click the Uninstall icon in the TransAct program group to delete all TransAct files from the hard drive and remove changes made to your system files If you wish to delete the existing database for example to clear out the fictitious customer accounts from the sample database itis crucial that you use Uninstall first before reinstalling the software Uninstall removes any changes you have made to the current database For example if you selected the industry type Solid Waste in your current program but now want to use General for an industry type you must uninstall TransAct prior to reinstalling the software for the new General category tables to become active 12 1 2 Uninstall and Preserve the Database If you wish to preserve your existing customer database for use after you have reinstalled the TransAct software you must make a backup copy before using Uninstall To save database changes before uninstalling TransAct create a database backup using TransAct s Backup Utility Copy the backup to a different location on your hard drive or to a floppy disk to protect it from the Uninstall program During the uninstall routine the Backup Utility screen allows you to do this 107 Appendix ranni LI Uy Would you like the misting dete in your
24. it is equally important to delete old backup files Deleting old backup files helps keep information on the computer hard drive manageable No more than one month s worth of backups need be stored on the hard drive One or two weeks is sufficient To delete existing backup files click on the file to delete from the list of used backup names Click Delete to delete the selected file To avoid mistakes the following warning appears Are you sure you want to delete this backup Click Yes to delete the file and proceed Click No to return to the backup window without deleting 7 5 2 Restore Backup This utility allows you to restore any backed up file in case the database becomes damaged or corrupted To restore a backup file select Admin Utilities Restore to access the Restore Database window 35 Admin Reiiee Oalahaue amen The left window displays a list of available backups found in the default drive and directory The right window displays the default drive and directory where the TransAct program was installed usually c transact If you are restoring from a diskette click the single down arrow to show a drop down box listing available drives Select your diskette drive Jc MS DOS 6 usually a Under the destination box is the directory box Use this box to select a c M5 D05_6 different directory A list of available backup files on your diskette appears in the box to t
25. the next entry field See the following sections for entry field descriptions Click New in the User Table to create a new user screen 6 1 1 Login Name Enter a Login Name for the first user 8 characters maximum then press Enter Note Entries in this field are not case sensitive 6 1 2 Password Passwords are optional but recommended to ensure a secure environment Without password protection any user can sign in as the administrator and make unauthorized changes to the database Enter the password 8 characters maximum then press Enter Remember your passw ord The system asks you to verify this password later Note Entries in this field are not case sensitive When entering a password only an asterisk appears to symbolize a character 6 1 3 Security Level Click the single down arrow z next to the Security Level box to display a drop down box listing valid security levels 13 Logins and Passwords User Table x l Login Information Login Hame Password i Guest read onl Operator read tables add transactions SLIT Visor update tables add transactions Security Levels Use the mouse to click on the desired security level for the user TransAct provides four levels of security Level 0 Guest level Guest level users can only view tables such as Customer Accounts Categories and Permits in the program A guest cannot edit tables view weigh transactions or create transactions Level
26. the transactions that appeared on this invoice update previous balance and generate finance charges Typically if all invoices have printed successfully you would answer yes Would you like to mark transactions update previous balances and generate finance charges 95 Accounting If the statements print correctly click Yes When you select Yes TransAct marks all transactions for the current billing period as having been billed These transactions will not reappear on subsequent statements TransAct updates the previous balance to include payments charges credits and finance charges If the statements did not print correctly or you need more time to review printed statements click No This cancels the update process preventing you from making changes to customer accounts When you have resolved any problems rerun the statements Choose to either view or print the statements Select another portion of the program to continue Select Yes to update transactions Note If you already printed statements and do not need to reprint any choose to only View the statements Enter another section of the program 1 e Weigh Reporting etc to continue and click Yes when TransAct prompts you to update transactions 9 7 Payments Plus Only Use the Payments section of Accounting to record customer payments and credits 9 7 1 Recording a Payment Select Accounting Payments to access the Payment Credit Form below Payment C
27. the word Area just as you would like it displayed in TransAct Save the file and exit Notepad If you did not quit TransAct before making changes to the ini file do so now The changes made to the ini file will take effect when you reopen TransAct When you return to TransAct and select Admin Categories your new category heading appears in the menu Select your new Area category to begin adding items Example 3 Adding Multiple Sub Categories You can add two subcategories to each main category We ll add two subcategories to the Refuse category in the following example Different types of Refuse may go into specific locations within a landfill Operation and you may wish to track refuse going to those different locations One of the subcategories then under Refuse could be Location When you use subcategories in this manner it will help to create more detailed reports To setup a subcategory run Notepad found in the Windows Accessories group Select File Open Find transact ini in the Windows subdirectory and open the file Scroll through the text until you find the following lines Category 2 Title Refuse SubCat1 SubCat1Title SubCat2 SubCat2Title Position the cursor after SubCat1Title and enter the word Location as 115 Appendix you would like it to appear in the program Do not leave any spaces Category 2 Title Refuse SubCat1 SubCat1Title Location SubCat2 SubCat2Title Position the cursor afte
28. truck Choose the customer account to start the transaction Tik hed fatten Ba omar ee et or ie e ln make 67 Weigh After selecting an Account Job Permit or Truck ID press Enter The main weigh form Transaction Details appears below ieee TRE oD eee Dee U 195 i drie Mhi elie as a Leal ee Ar T Adil So E Picea i Pip Tipi ier aira H Hauke T Mabisa ii M03 i H lola Charge Added Uba g Hui N debi Deccan Meh The Ticket Number date and time and Customer Account are locked fields established from the previous screen If you selected the wrong Customer Account click Cancel Select the appropriate Bill To Account if different from the Customer Account Use the single down arrow next to the Bill To Account field to display a list of available account names If an account has stored tare groups TransAct enables the available fields in the Transaction Detail table For this Weigh In Weigh Out transaction TransAct assumes you will not select one of these stored tares If you decide to select a stored tare click the single down arrow next to the tare field to display a list of available tares If you select a stored tare you no longer have a Weigh In Weigh Out transaction Turn to the next sections in this chapter dealing with stored tares to continue the transaction If you select a Truck Container or Pup Trailer tare but the display shows a 0 stored wei
29. using the table See the example window on the next page Tax Setup Replace the Tax 1 3 Names with the tax names associated with your particular application The examples in this manual use County and State as the Tax Names Only fields containing text appear in subsequent forms i e if you use only two taxes delete Tax 3 from the Tax 3 Name box to eliminate that field from subsequent forms See the sample window below Enter taxes as a percentage value TransAct converts percentages into a decimal value for calculation Setup and Miscellaneous Rates Fixed Added Charge 0 00 Monthly Fin Chg x Rate Setup SF Sy fit 2 tee Tax Setup Click Save to store all the changes to the table Note The system warns you if you try to continue without clicking Save Click Undo to cancel any changes 85 Accounting 9 3 Minimum Charges TransAct applies the Minimum Charge to a transaction when the calculated measured rate is less than the value in the Minimum Charges table Note If you do not use aminimum charge do not enter anything in this table Open the table to verify that all category items are set to 0 0 Set items to 0 0 if necessary Default Minimum Charges Select Accounting Minimum Charges to access the Minimum Charges table below i roe i hage Pee Pobi l Ema Fipgbie Dp drumi ar OU Ie irand cE Bp Tanl m Dy Y mi Hy lin Cou iE iw Lisi Doimi E ta Lipa bacoted sal Mahaia Caton
30. 1 Operator Level Operator level users can read but not update all tables This level provides access to the Weigh form and allows an operator to view Quick Scan results run reports and perform all functions under Utilities Level 2 Supervisor Level The Supervisor level allows access to everything in the TransAct program except Logins Supervisor level users are not allowed to add or delete users or reset passwords Level 3 Administrator Level Only the Administrator can add or delete users and reset passwords TransActis packaged with an admin login set to the administrator level Note The admin login is not password protected when shipped Because the administrator level has access to everything in the program enter your own unique password at login Logins and Passwords 14 6 1 4 Real Name Type in the user s first and last name This field helps the administrator identify the logins in the future Click Save when you have completed all entry lines 6 2 Password Verification After you have saved the completed User Table an additional window appears asking you to verify the password rmy Parmar Charge Pieni Hirsi F ai imar Password Verification Retype the password you entered in the User Table Press Enter key to continue If the password is incorrect the following message appears Password verification failed Click OK and enter the correct password If you entered the password correctly the fol
31. 7 Aaieae 1 Cabeguey Fi Le laoai Rate FS ett i fla amor T Tise Aap UUO Chage Lisa FO O Total Chaeges FREDO Ueured Rate COC Total Credite 224 00 Hed Canga Example The above table shows a Charge Limit of 500 00 for Refuse type MSW Commercial The operator already billed this account for 540 00 of this Refuse type During the next weigh transaction the following warning appears The accumulative charge for Refuse 11 has exceeded the Job Limit Note The limit exceeded message for the Amount and Charge Limits is only a warning TransAct still records the transaction Click OK to save the transaction and continue The Charge Total box displays the total charge for the item used in the job When the operator receives payments during a transaction or enters them using Quick Scan see Section 10 1 the total item credit appears in the Total Credits box To record payments using the Payment Credit form under Accounting select the job and category item to apply the payment toward Click Save to store the payment Note To remove a category item from a Job Table set the item back to None Remember to set all rates and limits back to zero as well Do not use the Delete button to set all rates and limits back to zero The Delete button erases the entire Job Table To select the next category item click Next Category Click inside the Category box to select another category item Enter the item s s
32. OFTWARE is owned by Rice Lake Weighing Systems or its suppliers and is protected by United States copyright laws and international treaty provisions Therefore you must treat the SOFTWARE like any other copyrighted material e g a book or musical recording except that you may either a make one copy of the SOFTWARE solely for backup or archival purposes or b transfer the SOFTWARE to a single hard disk provided you keep the original solely for backup or archival purposes 3 OTHER RESTRICTIONS You may not rent or lease the SOFTWARE but you may transfer the SOFTWARE and accompanying written materials on a permanent basis provided you retain no copies and the recipient agrees to the terms of this Agreement You may not reverse engineer decompile or disassemble the SOFTWARE If the SOFTWARE is an update or has been updated any transfer must include the most recent update and all prior versions The source code of the SOFTWARE 1s confidential information owned by Rice Lake Weighing Systems You may not disclose it to any third party make derivative works based upon it or use it for any purpose except the specific uses expressly permitted in the user documentation which accompanies the SOFTWARE LIMITED WARRANTY Rice Lake Weighing Systems warrants that a the SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of ninety 90 days from the date of receipt and b any Appendix 138 hard
33. Port to access the Set Scale Port Parameters window Admin 48 Set Scale Port Parameters Baud Rate gt Elo Control None Ow G30 Gem 1200 O on off 2400 4500 9600 C 14400 COURTS C ATS Xon Xolf Data Bits Stop bits cs Ce 7 O8 D e e Panty Device Type Connector C None Ddd Even C Mark C Space Set Scale Port Parameters A direct scale interface is not required to run TransAct in demonstration mode If you do not interface a scale select MANUAL from the Connector list Nothing else needs to be done to set up the port To demonstrate how TransAct runs with a scale select SIM to let you simulate a scale in the Weigh form Arrows to increase and decrease the weight appear next to the scale indicator in the Weigh form If you are interfacing a scale with the computer select the communication port COM1 through COM4 to which the interface cable is attached Use the up and down arrows in the Connector box to view all four ports Use the arrows to the right of the Device Type box to view available scale types If you cannot find the type of indicator you are using call your dealer or the TransAct technical support line for assistance Note TransAct supplies common scale drivers to make setting up these devices simple Unfortunately we cannot list every indicator in the industry Contact us with additional indicator types so we can add the drivers to later releases of the so
34. Section 2 0 When asked if you would like some sample data in your database select No 12 2 Editing the TransAct Initialization File During installation setup creates the transact ini file located in the c windows directory tile khananel i gt ae 7 IR OTe ie Gb iHi He 234 Lie a ot di ie SET Ais 1 Eine badu mw MTS 1P a ipo Me AAT Dee bET E Tal MIIE Ti Che i 7a EE ET hae vpn io Se a in Kee We oa a ee Hard Drive Location of transact ini file The transact ini file contains system defaults ticket format preference file category setup and other information used to run TransAct You can configure many of the items in the transact ini file from within TransAct while the program is running For example you can configure the Tickets Notes section from within TransAct by selecting Admin Preferences Note Headings Configuring these sections within TransAct is best because you can use the graphic display To edit other sections use the Notepad application provided by Windows in the Accessories group Double click on the Notepad icon to open Notepad 109 Appendix epson i rg o Ch l Eige r a Ch 5 ai ia oe a P ar ha al ee aiiis sui J ha Lae Le E m E m Windows Notepad in Accessories Window You should quit TransAct before opening and editing the ini file When you are done editing the ini file rerun TransAct to initiate the changes When Note
35. Test button to send data to the device and view what is being sent back to the computer A window appears displaying boxes for Unit Data Received and Data To Send Click the Done button when testing is complete 7 7 6 Tickets The tickets section lets you reset the ticket number receipt number invoice number and select the default ticket file If you wish to change the appearance of printed tickets from the format specified in the default ticket file you need to access the TransAct initialization file in your computer hard drive Only the system administrator should perform this procedure See Section 12 4 for more information on changing the ticket format To reset any of the above items select Admin Preferences Select Tickets to access the Tickets window below Current Ticket Number 2937 Default Ticket Type default gtk Current Receipt Number Current Invoice Number Press the Tab key to move from field to field or click inside a box then enter the change Click Save to save the changes Click Undo to undo any unsaved changes Note TransAct prints tickets according to the format established in the default gtk file stored in your computer hard drive The default ticket has the format shown on the top of the next page See Section 12 4 to learn more about editing the ticket file and to see an example default ticket 55 Admin 7 7 7 Note Headings TransAct allows the user to define up to four note li
36. TransAct 2 0 Scale Data Management Program Installation amp Operation Guide e RICE LAKE WEIGHING conn ad lob g ob ustrial Solutions on a Global Scal RecistereD 44476 1 0 Overview and Menu Structures Thank you for purchasing TransAct 2 0 for Windows This program will reduce labor costs minimize human error and increase data handling capabilities in your truck scale operations Both the standard Transact 2 0 program and the financial accounting version Transact Plus 2 0 provide the following features Automatic ticket processing Fault tolerant data recovery to protect from system crashes Multilevel password protection Stores and combines up to three tares per transaction truck trailer and container Four user definable categories to customize your application Configurable product rates Unlimited configurable ticket formats Interfaces to ticket tape journal and laser printers Summary or detailed reports by customer account tonnage material category date and transaction Compatible with barcode magstripe and RF interfaces Additional features in Transact Plus 2 0 Prints customer invoice statements with detailed transaction data Complete payment tracking and financial reporting capabilities Windows is a registered trademark of Microsoft Corp TransAct is a trademark of Rice Lake Weighing Systems 1 Overview Li Menu Structu
37. Zero Balance Statements box 93 Accounting To view the statements before printing select Window as the Invoice Destination Invoice Destination Window Ci Printer To send the statements directly to the printer without viewing the statements first select Printer as the Invoice Destination Click View or Print only one will be visible depending on the Invoice Destination choice you made After completing billing TransAct marks transaction payments and credits as having been billed Note Once TransAct marks these items you cannot unmark them Because billing makes changes to the database TransAct advises you to make a backup of the database before continuing Invoicing can potentially make many updates to your database We strongly suggest you perform a backup at this time Would you like to make a backup Click No to skip the backup operation Click Yes to make the recommended backup When TransAct completes the backup or if you choose to skip the backup the Select Accounts for Statements table appears Select Accounts for Statements Number Account Name Abagail s Attic Active Disposal amp Recycling Ine Adame Drywall Bighill Trucking amp Excavating Co Bob s Boat Repair Carney Laytirm Carpet Cleaners Ltd Cash Customer Chop Chop Shop County Highway Department CYO4 D amp D Disposal Co Ine D L Construction Co Dayton Township of Dept of Natural Resources Eau Claire County Parks E au
38. a O et n E WO diek i iea A PEATE ET Te irea a Click Units until Unit Count appears Select Major Household Appliances from the Refuse list Enter 2 in the Quantity In box Click Print Ticket A dialog box appears with a list of options shown at right Click Add a Count Item to store the current transaction and return to the Transaction Detail form Note When you select any Add button TransAct stores the current transaction and the Transaction Detail form reappears Peeters Donie a Pls bse dare Faj iskri Fij a Mood vad pfs Fal Cargar ma beware j a Aaa 7 Halaze ii T usniip In ilim Hat Taa Chry tiei Dhage min MEF deka th does hipj PIE a ji TE reman a BE T7 The status bar at the bottom of the window indicates which item information is being bikar rrei oem thes tiok entered the total charge for all items and the charge for the current item Select Tires from the Refuse list and enter the number 4 in the Quantity In box Click Print Ticket A dialog box appears with a list of options shown at right Click Add a Weighment Item to store the tire transaction TransAct is then ready to start the weighing portion of the ticket The driver moves the truck onto the scale minus the appliances and tires to weigh the garbage Select the type of Refuse then click Store Ticket to store the open transaction The ticket remains open until the truck
39. abase TransAct fills in the customer information If you have not installed the sample database there are no customers yet The customer account window will show customer number 0 and all blank fields Begin entering information for your first customer in the Customer Account Table fields Click New to create a new customer account Admin 18 Customer Account Table Customer General Info Customer Number 3 Name Active Disposal amp Recycling Inc Address 5071 LaSalle Street Address City Chippewa Falls State Provience Zip Postal Code 54779 Ticket Type Default Hauler 20 Company Internal Hauler p Default Refuse Accounting Into Customer Account Table General Information 7 1 1 Customer Number Name and Address Every customer account must have a Customer Number 10 digits maximum and Name 40 characters maximum You can enter address information for the customer but an address is not required Enter the address information in the Address City State Province and Zip Postal Code fields of the Customer Account Table 7 1 2 Ticket Type Each customer account can default to a specific ticket format that you design TransAct comes with a ticket format pre designed for you named default gtk shown at right However you can create your own custom tickets Note See Section 12 4 for more information on creating you own tickets Stillson County Landfill Ticket IFT T amp
40. ales Tax is 5 5 then TransAct rounds a 98 charge to 100 TransAct then calculates tax on the 100 rounded charge for a total charge of 105 50 By default rounding is to the nearest penny Use this section to modify the rounding parameters You can choose to round charges 62 up to the next higher increment down to the next lower increment or to the nearest increment of the Rounding Amount Default Material Direction Click inside the circle to select the direction of material flow for your application Is material entering your site like it would at a landfill or is material leaving your site like a gravel quarry Note The Default Material Direction only applies when a transaction uses tare weights Multiple Ticket Items When you turn on Multiple Ticket Items you enable TransAct to place items of different category types and different units of measure on the same ticket Using a landfill application as an example a single ticket could contain separate items for 2500 pounds of garbage 1000 pounds of demolition material and 5 appliances TransAct calculates a charge for each item and stores the charges separately in the database You can choose to group these charges together and total them when printing a ticket Click inside the check box mark with an X to turn on Multiple Ticket Items Badge Reader Properties You can use badge reader equipment 1 e magnetic strip bar code RFID to create an automated or semi aut
41. ame aves a rnn s C I Bale F Hams s Ta Solum Note The table above shows a how Setup and Miscellaneous Rates appears with a new database Fixed Charge If applicable enter a Fixed Charge This charge automatically appears in the Weigh form in the Added Charge box see below in Comaia O e Weigh in zmo etl ete Tu Chew Saiiea Chwe ma g 00 St FG i be E pa Coes pe J erreg Aezet Monthly Finance Charge Enter the Monthly Finance Charge as a percentage value This charge is applied to all accounts during Statement processing Plus Only Note If you have accounts that are charged a monthly finance charge and others that are not do not enter a Monthly Finance Charge in this table Individual monthly finance charges can be added to each account in the Discounts table covered later in this section Rate Name Assignment Replace Rate 1 3 Names with names associated with your particular Accounting 84 application The examples in this manual use Local Rate and State Rate as the Rate 1 and Rate 2 names Only fields containing text appear on subsequent forms i e if you use only two rates delete Rate 3 from the Rate 3 Name box to eliminate that field from subsequent forms Note If you are no longer using an existing rate table simply remove the Rate Name from the table You do not have to clear the table before continuing Removing the name from the table prevents TransAct from
42. an we moit MITRE TY This jo eequired for Trors ri in mmn peegerhy wear old Nie alli be dated la ALTOESEC BA Click Yes to add the command and continue The Windows 3 1 and Windows 95 Share program installs file sharing and locking capabilities Windows for Workgroups uses the VSHAREcommand instead of the SHARE command If TransAct needs to add this command an additional message appears Click Yes to make the necessary changes and continue The following message appears when installation is 100 complete Installation of TransAct for Windows 2 0 is now complete We are certain you will find this program a valuable asset to your truck scale operation Please contact your Rice Lake Weighing systems representative if you have any questions Click OK to continue 5 Installation A final dialog box asks if you want to reboot restart the system 2 Do you want your system rebooted to activate changes Remove disk in drive Aj Remove the disk in drive A Click Yes to reboot your computer system and allow the changes to take effect You have now completed the installation Once you restart the computer double click on the TransAct icon in the Program Manager to start the program TransA ct Windows 3 1 Windows 95 2 2 Customizing TransAct During installation the program creates the transact ini file located in your hard drive c windows directory as shown below Pile hearer a mam 2 moms it T
43. and Tax tables for the category This feature was specifically added for the state of Minnesota Minnesota requires their landfills to account for local and state fees separately Example The following steps show how TransAct calculates charges The unit of measure used for this example is Net Weight 1 Net Weight xRate 1 Calculated Taxes Amount 2 Net Weight xRate 2 Calculated Taxes Amount2 3 Net Weight xRate 3 Calculated Taxes Amount3 4 Amount Amount2 Amount3 Total Amount 5 Total Amount vs Minimum Charge Base Charge Note If the Total Amount is less than the Minimum Charge replace the Total Amount with the Minimum Charge If the Minimum Charge is not used nothing is replaced 6 Base Charge Discounts Charge You can attach rates to any one of the TransAct category tables To change the category table rates see Section 12 2 Use the following steps to setup rate structures If you have any questions please your distributor or see Section 14 0 9 2 The Setup and Miscellaneous Rates Table Use the Setup and Miscellaneous Rates table to enter a Fixed Charge Monthly Finance Charge and Rate and Tax definitions assign Rates and Tax names appropriate to your organization 83 Weigh Select Admin Setup and Misc Rates to access the Setup and Miscellaneous Rates table below Sep arr Beaches hee Foot Addani Charge TCT j barony Fim Chg 50 Rial Soto Faia I Mame ee Rao 2 H
44. ansact and enter the new path name A valid path name would appear as Appdir xX TRANS 12 2 2 Options Database Directory The Options section contains the path and file name to the directory where the database resides If there is a problem running TransAct because the system cannot find a file check the path When all of the defaults are selected during installation this line will look as follows SystemDB C TRANSACT TRANSACT MDA If the path or directory name has changed delete the existing directory name and enter the new path or directory name 12 2 3 Ticket Notes The Ticket Notes section defines the four headings for the Notes feature of the Weigh form You can configure these headings while running the TransAct program by selecting Admin Preferences Note Headings If you leave any of the label definitions blank that line will not appear 111 Appendix when you click the Notes button in the Weigh form 12 2 4 Weigh Options Use the Weigh Options section to change the default Unit of Measure UOM UOM defines the unit of measure to which TransAct converts the scale value This value appears as the Ticket Weight on the Weigh form Possible values are Pounds Yards Unit Count Kilograms Tons or Metric Tons For example if you would like to print tons on your tickets you need to change the UOM in the ini file to read Tons If you need to activate Axle Weighing add the following command line t
45. ansact ini file Each category can have one or two subcategories Subcategories help group category items for reporting purposes and are defined in the initialization file For example a solid waste landfill may wish to add a subcategory In Out to their Refuse category Each Refuse item in the category can be classified as a Refuse coming into the landfill or going out of the landfill Later this subcategory can be used to create reports for regulatory agencies on refuse deposited in the landfill and refuse moved out of the landfill Select Admin Categories then the desired category to access the Category table in this case the Refuse table Refuse T able Code 11 Description MS Commercial InfOut in Landfill Classification More Saue The Refuse Table shows the information for the first item in the category If there are no items in the category yet the category window shows a code of 0000 and blank description field 31 Admin Click New to create a new category item using a blank table The category window has a Code 4 alphanumeric characters maximum and Description 30 alphanumeric characters maximum field If you define subcategories they appear as drop down lists Click on the single down arrow to view a list of subcategory items Point and click on the desired item Click Save to save an item you created Note The system warns you if you have made changes and try to continue without clicking
46. are to record tare Ds but ignore tare weights When you select No Tare TransAct treats the transaction as a Weigh In Weigh Out transaction TransAct uses Tare IDs to identify the transaction 8 3 1 Stored Tares Used as the Weight Out TransAct uses a tare weight as a Weight Out when the default Refuse Direction is set to Incoming in the Weighing Options table Example A landfill operation has incoming refuse therefore TransAct uses stored tares to calculate the net weight of loads Use the single down arrows to the right of the tare fields to display and select click on available tares The total weight of all tares selected appears in the weight Out box TransAct automatically subtracts the tare weight from the Weight In and the adjusted weight appears in the Net weight box weight 1113AN Toms Dace OP flies p kikas b Fo eds Het a a e bet Ga ET EOD 2500 Wy p 20 0 emmy Fiscal ie The Ticket Number date and time and Customer Account are locked fields once the transaction begins If you selected an incorrect customer account click Cancel to reset the transaction Select the appropriate Bill To Account if different from the Customer Account When you select a customer account TransAct enables any tare fields the account uses and disables any unused tare fields Weigh 72 Example The customer in the preceding figure D amp D Disposal Co Inc uses two tare fields Truck and Container The account do
47. arrea Ainm g ip Darrer Be Drai A Dea Hra orei Fl cee Gi ba eiia jn E H Fegi eres ad ph II blaeo ee eel ae l Fora Friden Loner oo Selecting Items in Refuse Category Note When operating in Unattended mode you cannot change the default category during the transaction Use caution when setting up default category items Be certain this is the only material the account will haul You can edit the ticket using Quick Scan if necessary see Section 10 1 Verify how the unattended system works If the unattended system is able to prompt the hauler to enter a code leave all category items set to None Admin 20 TransAct permits you to assign four main categories to each account For simplicity TransAct initially installs only two categories There is no limit to the number of items you can enter under each main category See Section 7 4 for more information on setting up categories You can modify main categories and assign them different names to make TransAct more appropriate for your application Only an administrator with computer experience should perform this procedure as it entails opening special initialization in1 files in the TransAct folder on the hard drive See Section 12 2 for more information about using ini files 7 1 4 Hotlinked Buttons From the Customer Account Table you can jump directly to the screens needed to set up accounting information truck ID s and tares container ID s and tares
48. backups of the database TransAct can recover damaged databases When you start TransAct after a power outage or system error the following message appears Distahege Hei ree me The CoA pope od od ee oe be kima Fe i cid Pee bE E D H EAREN O haii par ommi ae metry ie Terror pmeiis pow bottlers be borer 7mp Click Continue to bring up a window with repair choices Auto Repair Restore and Done Click Auto Repair to retrieve information from the last mini save A progress screen appears to monitor the repair process Caution Do not use your computer while TransAct repairs the database Once TransAct repairs the database a Database Recovery message appears to confirm that the recovery was successful Click the Done button to complete the recovery 9 Installation Review the repaired database If the database is not correct you may want to restore your last backup See Section 7 5 2 for restore backup procedures If you have any questions about the database recovery utility call your distributor or see Section 14 0 4 0 Function Button Table Many of the TransAct tables have a row of function buttons at the bottom of their tables see below The buttons are a convenient navigation shortcut to move around within the tables Function Buttons The Function Button Table below describes each of these buttons Function Button Table Save changes to the item pr Create a new item ave mdo T Dele
49. button and display window are always present in the Select Transaction window The Update Tares button is only available when you start a transaction 8 1 2 Status Bar The status bar at the bottom of the window displays the next ticket number and the ticket format file default gtk unless you have modified the ticket format Weigh 58 8 1 3 Display Window The display window shows the scale weight This window will look different depending on the type of scale you selected and whether you selected dual scale mode See Section 7 7 3 for more information When the scale port is in MANUAL mode the display window is inactive You must manually enter weights in the Weight In Weight Out boxes of the Transaction Detail table When the scale port is in SIM mode arrows for increasing and decreasing a truck weight appear next to the display window to simulate a scale action These buttons increase or decrease simulated truck weights in increments of 3000 pounds Print eight C tae Tares E Weight Display Window in Simulation Mode When you connect a scale to the computer TransAct reads the weight supplied by the scale indicator and displays the weight in the display window The unit of measure lb pound or kg kilogram used by the scale indicator also appears in the display window Weigh 11 12AM Tuesday December 02 1997 A motion indicator in the top left corner of the display window informs you when the scale is
50. can then export transactions from the computer and import them into the network database when the network is back online Quit TransAct and edit the c windows transact ini file of the computer recording transactions usually the computer connected to the scale and type REM space in front of the line below from the TransAct section Note REM stands for remark and prevents TransAct from executing the line TransAct REM DBDir network path to TransAct subdirectory Restart TransAct If you have periodically run backups to the local drive restore the most recent backup to obtain the current customer accounts rate tables etc To avoid ticket numbers being changed when you later import the transactions into the network database select Admin Preferences Tickets and enter the next ticket number in the Current Ticket box For example if the last Appendix 130 transaction ticket was 200 enter 201 as the current ticket number Tickets Default Ticket Type defaui otk p Current Receipt Number eo Current Invoice Number Current Ticket Number 3 When the network is back online backup the local database Use the TransAct export features found in Admin Utilities Export Set the criteria to export all transactions created during the network downtime then click the Export button Select where to store the file the name of the file and the export definition file to use toetieteme Ss
51. cannot have duplicate truck numbers however other accounts can use the same truck number Tare Weight The tare weight of the truck up to 10 digits maximum Expiration Date The date after which the truck activates a warning when the driver tries to weigh the truck TransAct will not weigh a truck with an expired tare date To set anew expiration date click inside the date box and enter the new date or use the Calendar button See Section 5 0 for Calendar button description Maximum Legal Weight The weight that the truck should not exceed If the truck is over this maximum weight TransAct will not allow the operator to complete the transaction _ 23 Admin Badge Number The number assigned to an ID badge used to identify a customer vehicle or account 10 characters maximum The badge number must be identical to the number entered into the database Weigh Only Check this box if the badge assigned to a truck is for a weigh only or check weight application Only the date time and weight print on the ticket and TransAct does notrecord the transaction Example If a company allows the public to use their scale the driver pays a fee to receive a badge With their truck on the scale the driver swipes the card to have their weight printed on a ticket The driver then returns the badge to the office Container Required Pup Trailer Required When a truck requires a Container or Pup Trailer during the weigh process TransAct will no
52. d Date and Time the transaction was edited Weight In Weight in in units displayed on the scale Weight Out Weight out in units displayed on the scale Gross The greater of the weigh in and weigh out values Tare The lesser of the weigh in and weigh out values Net Weight Net weight in units displayed on the scale Adj Weight New weight less any adjustments see Adjustmentl and Adjustment2 DateTime Out Date and time for the weigh out Side of the transaction 123 Appendix Ticket Weight Adjusted weight converted to some other unit see Units Adjustment A percentage used to modify decrease net weight Adjustment2 Another percentage used to modify decrease net weight Unit Ticket unit lo kg yard unit count ton metric ton Ratel Rate3 Rate Total Stored in database as a charge per scale unit but adjusted on the ticket to Unit setting Appendix 124 Field Name Discount Notes 1 Notes 2 Notes 3 Notes 4 Multiple Items Fields Ticket Item Grand Total Charge Grand Total Payment Grand Total Weight Grand Total Units Grand Total Yards A percentage used to modify total Ticket notes Can only be used in footer Number of items on the ticket Total of all ticket item charges Total of all ticket item payments Total units for all unit count items Total net weight for all weighed items Total yards of all yard items 125 Appendix 12 4 5 Flag Fields TransAct sets a f
53. d a transaction or group of transactions select a date range for the search and any other applicable criteria To select a date use the Tab key to select highlight the box and enter the date using the keyboard you do not need to type the slashes click the Calendar button to the right of the date boxes Click the arrows on either side of the month and year to select a different month or year Click on the day of the month the query should start or finish Click OK to close the calendar window and display the selected date Note Click Cancel to return to the Transaction Scan window 99 Reporting without setting a new date To select other search criteria use the single down arrow next to the search fields to view drop down boxes and select specific customer accounts categories or transaction types Note TransAct defines transaction type as items being brought into a site or items being taken out of a site TransAct automatically categorizes transactions according to the truck s weight in weight out difference when the transactions is complete Reset The Reset button resets the Selection Criteria window back to its default values Scan Click Scan when you have selected all field information TransAct scans all transactions in the database and creates a Transaction List table containing all transactions that meet the defined criteria tr et lii AE re es a ALC cord lahat Alen age 10 1 1 Editing Scan
54. database preserved Ii you amewer no your exdeting database will be saved in file dbsave mdb and then ampie ves wo Click Yes to preserve the information in your current database TransAct then displays the Backup Database window prompting you to designate a backup name and location D ackup baiahace Lrt of weed backup namer w U r mirari ae T P transact Eai bhitkep nams Hiu tik they d a Choose a secure location outside of the c transact directory preferably on a removable floppy disk and click Backup When the backupis finished the Uninstall program continues to completion Depending on your computer s configuration you may have to restart after completing the Uninstall 12 1 3 Reinstall with Restored Database To reinstall TransAct using your original or archival disks follow the procedures in Section 2 0 When TransAct prompts Would you like some sample data in your database select No Once you have reinstalled TransAct restore your database backup using TransAct s Restore utility See Section 7 5 2 for directions on backup and restoring databases Appendix 108 12 1 4 Reinstall with an Empty Database If you have used the Uninstall program to remove fictitious customer accounts from the sample database you can now reinstall TransAct with an empty customer account base so you can enter your own customer data Begin a new installation by following the directions in
55. dministrator Read set up and update everything Level 2 Supervisor Read update all except security logins Level 1 Operator Read all tables add scale transactions Level 0 Guest Read selected tables only 6 1 Establishing User Access Levels and Logins When opening TransAct for the first time after you accept the License Agreement a prompt appears asking for a Login Name and Password The program assumes that the first user is the program administrator so the access level for this screen is by default at the administrator level Enter Login and Password Login and Password Request Type admin for the Login Name and press the Enter key You do not need a password for this initial set up so simply press Enter again The next screen that appears is the User Table The User Table allows the administrator to establish user logins passwords and access levels for all users Logins and Passwords 12 User Table Login Information Login Name jadmin Password Security Level 3 Administrator update everything Real Name GottaFirst N Last ame Login User Table If the User Table does not appear automatically you can manually call up the User Table by clicking the Login icon from the menu bar The User Table consists of a Login Name Password Security Level and Real Name Use the Tab key to move through entry fields or click inside the entry field to edit Enter an item in the field then press Enter to move to
56. e To set a new expiration date click inside the date box and enter the new date or use the Calendar button see Section 5 0 for assistance Note If you do not set a specific expiration date the permit will never expire Status Click the single down arrow next to the Status option to set a permit as Valid or Invalid When a permit expires oris invalid TransAct warns the operator at the start of the transaction Only asystem administrator or supervisor can renew or validate a permit Click Save to save a permit Note The system warns you if you make changes and try to continue without clicking Save Admin 30 7 4 Categories Use Categories to create and edit items in a category A category groups transactions for reporting purposes For example a category could be Refuse and items in this category could be Compost Tires Yard Waste etc for solid waste applications For aggregate applications the category could be Material with items such as Sand Gravel Cement etc Categories also serve as a means for applying rates Define Categories in the TransAct initialization file For example a solid waste location may refer to material as Refuse or simply Product You can change the category heading to Refuse or Product by editing the initialization file See Section 12 2 for more information on configuring the transact ini file Note TransAct installs two main categories by default You can add two more main categories using the tr
57. e all the changes to the table Note The system warns you if you try to continue without clicking Save Click Undo to cancel any changes 9 4 2 Measured Rates for a Category Item If individual category items receive a different Measured Rate click the Update Individual Category Codes button The Rate table changes to display the Code and Description of each category item Accounting 88 Maternal Table Rates for Rate 1 Description Rock 1 2 inch Payable C Receivable Payable C By Pound By Pound By Unit Count By Unit Count Taxable x Taxable x a Ifa i if re I ais 1a le i lt Sawe Te Last Hew Ondo Delete Find Setting Measured Rates for a Category Item Enter the appropriate rate for each item that has a rate different from the default rate Place an X click inside in the Taxable box to apply the taxes Note Taxes applied are the same as those selected in the default rate window In this example County and State taxes will be applied to Outgoing Demolition material Note Measured Rates defined for individual category items greater than zero override the default rate Click Save to store all the changes to the table Note The system warns you if you try to continue without clicking Save Click Undo to cancel any changes 9 4 3 Rate Table 2 and 3 If you use multiple rates set up Rate 2 and Rate 3 Use the same procedures as listed for Rate 1 see Section 9 4 1 to set Rates 2
58. e sure to select either Comm Ports amp 2 together or Comm Ports 3 amp 4 together These combinations ensure that each port has a unique interrupt unless you have changed their configuration If two scales have the same interrupt the dual scale feature will not work When you are not using a second scale set the Connector to None This prevents the second indicator display window from appearing in the Weigh form 7 7 4 Ticket Printer Port Use this mode to define the type of ticket printer connected to the computer You will need to know specific information about the ticket printer you are using to properly interface with TransAct To set up the ticket printer select Admin Preferences Ticket Printer Port to access the Set Printer Port Parameters window Set Printer Port Parameters Baud Rae i Elow Control 7 None Cio O30 Ceo 1200 CO Son Molt C2400 4500 9600 C 14400 CATS C RTS on oft Data Bits Stop bits E Oe O7 we E C15 2 Device Type Connector COMI Parity Set Printer Port Parameters If you are not using a ticket printer with the TransAct program simply select None from the Connector list Admin 52 TransAct provides several ticket printer options including receipt printers dot matrix printers and laser printers Use the arrow buttons within the Device Type box to view a list of all available print drivers Note TransAct supplies common ticket printer dr
59. e you just created Note When importing transactions into the network database do not select any criteria Go directly to Importing When you have imported the transactions into the network database TransAct appends the them to the last transaction in the database If you Appendix 136 entered the current ticket number correctly the ticket numbers should still match after you have imported the data Note Remember importing requires exclusive rights to the database Only one computer can use the network database at one time Quit TransAct on each computer once you have imported the data to the network database Once you have completed importing on each computer all computers can again start using the network database 137 Appendix 13 0 TRANSACT License Agreement This is alegal Agreement between you either an individual or an entity and Rice Lake Weighing Systems If you do not agree to the terms of this Agreement promptly return the disks and the accompanying items including written materials and binders or other containers to the place you obtained them for a full refund Rice Lake Weighing Systems SOFTWARE LICENSE 1 GRANT OF LICENSE Rice Lake Weighing Systems grants to you the right to use one copy of the Rice Lake Weighing systems software program identified above in the following manner You may use one copy of the SOFTWARE on any single computer connected to a single terminal i e single CPU 2 COPYRIGHT The S
60. ears to remind you to exit Write using the pull down File menu Click OK to continue and read the license agreement Once you have read 7 Installation the license agreement select File Exit to quit Write and continue with TransAct After reading the license agreement you must choose to accept the agreement before continuing Click Accept Agreement to continue If you select Reject Agreement TransAct closes and returns you to the Program Manager 3 2 Creating a Customer Database The final step before using TransAct is to create the customer database After accepting the license agreement TransAct asks if you wish to build a database This database provides the forms on which you will enter your customer accounts and other data Click Start Build Another message appears asking if you would like your database to contain sample information If you have never used a data management program like TransAct we recommend installing this sample database to help you to learn how to use the program The sample database contains fictitious customer accounts trucks and transactions Once you are familiar with the program you can overwrite or delete all of the information in the sample database and enter your own information Click Yes to install the sample database Click No to install an empty database If you click Yes to install the sample database A TransAct Database Utility screen appears with a bar graphic to monitor the progre
61. eedh haem Comcee Dens Fic bess 1 Tawke PTT erh Hecate Click inside the circle to select Payment Note A black dot inside the circle denotes the selected item Accounting 96 Use the single down arrow i next to the Account box to select the customer account to apply the payment to or type the customer name inside the Account box After you select the Customer Account TransAct displays the account s default categories If you received payments as itemized payments use Save Item to enter multiple items per payment It is not necessary to use the category fields unless you want to generate payment reports sorted on categories Single Item Payment When you select the Customer Account TransAct displays the customer s default category items If desired use the single down arrow next to the category field to change the category item for which payment is being made Tab to or click inside the Check Number box to enter a Check Number if applicable Click Save to save the receipt Multi Line Item Payment The Payment Credit Form allows for multiple items on one receipt To apply portions of a payment toward different items use the single down arrow next to the category field Select the item being paid for click inside the Amount Paid box then enter the amount Click inside the Check Number box and enter the Check Number if applicable Click Save Item to save the item TransAct displays a status bar at the bottom of the f
62. eight Grand Total Weight F Total Charge Grand Total Charge F F Edited Ticket Edited COL48 Notes F Reprint Reprinted Ticket F Keyed Weight Keyed Weight 12 4 1 Printer Command Field Every printer has its own set of commands These commands can be helpful when printing to a preprinted form The TransAct program understands the decimal version of the command enclosed in double backslashes The first line of the sample ticket format above is a printer command 27 24 18 This command initializes the printer and sets the character Appendix 120 pitch for an Okidata ML320 See your printer s user s guide for a list of valid printer commands 12 4 2 Column Positioning Insert the COLnn command when you want to line up certain database fields on the ticket To position database fields use the COLnn command nn a sequential number The COLnn command must be followed by a space When you use multiple COLnn commands in one line they must be in sequential order Legal COL20 Account COL50 AccountName Illegal COL50 Account COL20 AccountName 12 4 3 Static Text Fields Static text fields are contained in double quotes Character enclosed in double quotes appear on the ticket including spaces Example My Grain Elevator My Grain Elevator Gross Gross Tare Tare Net Net 12 2 4 Database Fields Database fields are fields stored in the TransAct database A database field is placed on a tic
63. ends the data correctly the following message appears 33 transactions were processed with no errors Total Weight 510 600 00 Q Total Charge 11 355 80 Total Credit 0 00 If the information displayed is correct for the import file click the Yes button to complete the operation and add the transactions to the Transaction Table Click the No button to cancel the operation and add nothing to the Transaction Table 47 Admin 7 7 Preferences 7 7 1 Company Data The Company Data window contains your company s name address phone number and site number This information appears on invoices and reports To enter your company s data select Admin Preferences Company Data to access the Company Data window Company Data Name Stillson County Landfill Address Old County J City Stillson State Provience w ip Postal Code 54729 Phone 715 726 0691 Site Company Data Window Use the Tab key to move from field to field or click inside the field and enter your company s data Click Save to save the entries Click Undo to exit without saving changes 7 7 2 Scale Port1 amp 2 Use the Scale Port 1 Scale Port 2 sections to define the type of scale connected to the computer You must know specific information about the digital indicator you are using with the scale to properly interface with TransAct To set up the scale port select Admin Preferences Scale
64. eqap is _Lpererarctal Local A ate EEE Amour Lime J Chage Lim EHN Stata Hate f Taiaha P Taiha O Urased Hate E Het aegon Click New to set up a new Job Table Click inside the box and enter the Job Code alphanumeric up to 10 characters including spaces and job Description alphanumeric up to 30 characters Click the single down arrow next to the Hauler Account box to select an account from the drop down list Click the single down arrow next to the Bill To Account box to select an account from the drop down list You must select a Bill To Account even if it is the same as the Hauler Account Note Depending on the List Order you selected from the Weighing Options window you can enter the account by typing a Code or Description see Section 8 1 5 Use the Ese key to clear any mistyped information 7 2 1 Individual Category Items You can assign special Rates Amount Limits and Charge Limits to as many as five Category items The only items available in the Job Table are those category items that have attached rates Use the midsection of the Job Admin 26 Table window to setup special Rates and Limits for these Category items Jo tebe job Code 1100 1122 Darchen ats Hehe Hauler Aico E E D ep La re Alte firr iian E au Lima Leur Picks Melucs 1 oa Local Rate Amem Limit Chaga Lima FEM Sie fate O00 Tois aeoea OO Toia Unasi Made Hap i Abaya ss EERE ar Pye B
65. eral Info to display general customer information such as account number address and default categories Accounting 90 Discount Rates Customer General Information Note You cannot edit the Customer General Info window from Discounts If you need to edit this information access them from Customer Accounts under the Admin pull down menu 9 5 1 Discounts TransAct 2 0 Standard The Discount feature for the standard version of TransAct has fewer options than TransAct Plus The only fields available are Discount Rate Finance Charge and Last Transaction Accounting features such as Previous and Current Balance Not Invoiced and Cash Only are not available There is also no General Info button since there is no accounting information to display 9 6 Statements Plus Only Use Statements to create monthly billing statements To generate statements select Accounting Statements to access the Statement Options window 91 Accounting Statement Options E Statement to Date 2 79 7997 El Grace Pernod ERE Calendar Days Statement Options X Apply Finance Charge Print Zero Balance Statements Statement Destination Window C Printer Copies i Statement Options Window TransAct uses the date entered in the Statement To Date box as the cutoff date for Transactions charges payments and credits appearing on the statement Besides these transactions from the cu
66. es not use the third tare field When you select acustomer account TransAct displays the default categories for the customer You can change a category item by clicking the single down arrow next to each category Select the new category item from the list TransAct only stores changes with the current transaction When you select an account for a new transaction TransAct resets to the default categories The status bar at the bottom of the window displays how TransAct calculates the charge the direction of the transaction Incoming Outgoing and whether the charge is a payable or receivable Use the function buttons on the right of the screen to add Notes receive a Cash payment change the eg roe ee measurement Unit and Print the Ticket PERET A Click the Cash button to record payments received sion at the time of the transaction After selecting the i Cash button options for entering the cash Amount and Check appear Click to print the customer ticket and store the transaction in the database A decision window appears for the next item athe peel on Ee fect a eed an ra eee Chr Tick art Pl Gere fecha Don Pri Cena Lymn Print Ticket Decision Window Print Ticket Decision Window with Multiple Items Per Ticket see Section 8 4 73 Weigh Click Close Ticket and Print to print the ticket and store the transaction information in the TransAct database
67. from state country to state country NO LIABILITY FOR CONSEQUENTIAL DAMAGES Inno event shall Rice Lake Weighing Systems or its suppliers be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use of or inability to use this Rice Lake Weighing Systems product even if Rice Lake Weighing Systems has been advised of the possibility of such damages Because some states countries do not allow the exclusion or limitation of liability for consequential or incidental damages the above limitation may not apply to you 1998 Rice Lake Weighing Systems Inc Rice Lake WI USA All Rights Reserved Rice Lake Weighing Systems 230 West Coleman Street Rice Lake Wisconsin 54868 139 Appendix 14 0 Software Programming Support Service As a new support program for valued customers Rice Lake Weighing Systems now offers field software support if you need additional technical assistance Our direct Service Hotline provides access to our software support staff and includes a charge for extended software support This support should be used for specific technical and configuration assistance Before calling Rice Lake Weighing Systems refer to your software Installation Operation manual to 1 Determine if your system meets the stated minimum hardware requirements 2 Determine if the product has
68. ftware When you select a Connector and Device Type the settings boxes become available for editing i e Baud Rate Flow Control Data Bits Stop Bits and Parity Note Set the indicator to continuous mode Always use continuous not demand mode when interfacing with acomputer Check your indicator s installation manual for the correct settings 49 Admin After you set up the scale port click the Test button to view data from the scale If you have difficulty connecting with the scale you may need to change one or more of the settings The following screen shows a test display from a correctly interfaced scale ib E ie FF mi e at F fi IF 40 a EO Ei i C40 aT 20 pe ok a T EH EP CA S mI IO E LL Z I IG ID Eo Ifyou have correctly interfaced the scale with the computer you will be able to read the scale weight in the right side of the window The correct weight should also appear in the Weight box at the bottom of the window Click Done to return to the Set Scale Port Parameters window Click Pause to stop the window from scrolling If the test screen is blank or shows something other then the above picture the computers settings are not correct for the scale indicator 7 7 3 Dual Scales Some applications may dictate using one scale as for Weigh In and another separate scale for Weigh Out To initialize a second scale indicator your PC must have an available serial port You can configure and use a second scale in t
69. ght TransAct still treats the transaction as Weigh In Weigh Out Click the Units button to change the unit of measure you want to print on the ticket You can only adjust the units of measure when you are creating the transaction The Weight In Weight Out and Net Weight fields reflect the same unit of measure as the scale The status bar at the bottom of the window displays how TransAct Weigh 68 calculates the charge the direction of the transaction Incoming Outgoing and if the charge is a payable or receivable i teme 0 00 0 00 0 0 Ibs 0 0755 per In Ficvbl When you create a transaction TransAct displays the account s default categories Click the single down arrows to list items in a category Use these lists to select or change a category item or use the keyboard to type the Code or Description in the field TransAct only stores changes to the default items with the current transaction Once the transaction is complete TransAct resets the account defaults Click Cancel to return to the Select Transaction table Click Notes to add a message that prints on the customer ticket TransAct stores the note until the transaction is completed and the ticket prints Use Preferences in the Admin mode to define Note Headings Click Store Ticket to store the ticket information from the Weigh In transaction Storing the open transaction also makes the scale available for another transaction Once TransAct stores the
70. he TransAct Weigh form When enabled both scale displays appear in the Weigh form Admin 50 Weigh 1444 Thanky omama H 1E 15000 H H 6000 Setet romae ber a eS Di be eri beh i ore H thee feb Acces Urmiri io hacen bp ek on pprr beck et Terie a aip TransAct allows only one scale to be active at a time Activate a scale by clicking the indicator display window in the Weigh form The foreground color of the active scale is red and a letter a also appears in the active scale display TransAct automatically makes the other scale inactive however TransAct still reads and displays the scale s activity The inactive scale display is grayed out TransAct uses the weight from the active scale for processing transactions You can switch the active scale at any time during the transaction process Select Admin Preferences Scale Port 2 to access the Set Scale 2 Port Parameters window Use this window to setup the second scale Set Scale 2 Port Parameters Ed Baud Rate Flow Control 7 Hone Cio C300 Cem 1200 O Xeno C2400 4800 600 14400 C RTS Ci ATS on off Data Bits Stop bits cs C6 7 O8 f Q15 2 Panty Device Type Connector 51 Admin Select the Device type Connector i e serial port and correct settings for the second scale Click the Test button to view activity received from the scale Data will be readable if the settings are correct Note B
71. he default drive and directory where the TransAct program is installed The right window displays the default drive and directory where the TransAct program was installed usually on drive c transact If you are restoring an archive froma ec MS DOS 6 diskette click the single down arrow to show a drop down box listing b available drives Select your diskette c MS DOS 6 drive usually drive a The directory box is under the destination box Use the directory box to select a different directory other than the c default directory where the 39 Admin A list of available backup files on your diskette appears in the box to the left Click on the file s you wish to restore Note To select multiple files for restoring hold down the Shift key and click to select continuous file names Hold down the Ctrl key and click to select discontinuous file names Click Restore Archive to begin the restoration of your selected file Because restoring an archive alters the database TransAct recommends making a backup of the current database Prior to restoring the following message appears Restoring an archive can potentially add many transactions to your database We strongly suggest you perform a backup at this time Would you like to make a backup Click Yes to automatically open the Backup window Once the backup is complete archive restoring continues Archive Restored appears at the bottom of the wind
72. he left Point and click on the file you wish to restore Click Backup to begin restoring the backup A warning appears asking you to verify the file being stored and asking if you want to erase the current database This restore will undo any changes you have made to the database since the date ou041497 was created Do you have a current backup and are you Sure you want to do this Click Yes to continue or click No to cancel Restore Successfully Completed appears at the bottom of the Restore Backup window once the restore is complete Admin 36 7 5 3 Archive Transactions Archiving is a method of removing transactions from the database and storing them without having to delete information Archiving is important because it helps you manage your database and improves system performance TransAct allows you to archive all transactions or just invoiced transactions for a specified date range Creating an Archive To archive transactions select Admin Utilities Archive Transactions to access the Archive Transactions window below Archive Transactions From Date 4 1797 l OF ions To Date 4 3 97 El O Invoiced Transactions arl40197 gar f le MS DOS 6 Ee transact Archive Name double click for default ar040297 a002 eme e Select a date range to archive by typing in the From and To dates or use the Calendar button to the right of the boxes to set the dates see Section 5 0 for ass
73. he stored Tare Weight with the weight from the scale To restore the stored value to the Truck Table click the Undo button Make any other changes to the table then click Save Weigh 66 Click Done to return to the Select Transaction table 8 2 Weigh In Weigh Out Transactions When atransaction does not use any stored tare weights TransAct considers it a Weigh In Weigh Out transaction The driver must weigh the truck coming into the site and exiting the site TransAct records the net weight calculates the charges and stores the ticket 8 2 1 Weigh In Click the Weigh icon from the main menu toolbar to start a transaction The Select Transaction table appears where you can select an Account Job Permit or Truck ID to begin the transaction re h Pe Dingess TE 19r a oe Hm ee Empr a rra bee bp mireng a ehr eee ri Pee bole Tag Tener ee a Jats Pemi Dap a liei i by hi rg i pei obi Dmie ES asig Use the Tab key to move from field to field or click inside a field to edit Click on the single down arrow next to Account to produce a drop down box list of all customer accounts Depending on the List Order selected from the Options window you can enter the account by typing a Code or Description Use the Esc key to clear any information typed incorrectly Press Enter when correct Note If more than one company uses a Truck ID number a window appears asking to which account you want to assign the
74. hts Make sure all other computers are set to the About TransAct screen or have quit TransAct Quit TransAct and edit the c windows transact ini file on each computer recording transaction Type REM space in front of the following line from the TransAct section Note REM stands for remark and prevents TransAct from executing the line TransAct REM DBDir network path to TransAct subdirectory Restart TransAct Everything should appear the same as it was before the network was taken off line In Trans Act verify the correct ticket number by selecting Admin Preferences Ticket When the network is available again backup the local database on each computer Export all transactions created during network downtime Use the TransAct export feature found in Admin Utilities Export Set the criteria to export all transactions during the downtime then click the Export button 135 Appendix Gee a ici Fe E ak a eae E d D aj a Ces transact Se a Dalian Mia eee id Ls tect a Dardy E P transact Quit TransAct and edit the c windows transact ini file Delete the REM space in front of the following line to restore the network connection TransAct DBDir network path to TransAct subdirectory Restart TransAct and verify you are using the network database Check the current ticket number or run Quick Scan Use the TransAct Import functions to import the transactions from the export fil
75. ikai Dore Weighing Options screen List Order List Order determines how TransAct displays tables containing drop down lists such as Customer Account Open Ticket and Categories Make your selection by clicking in the circle by the selection By Code the lists displays in number code order By Description the lists displays in description order Example When List Order is By Code select customer account 286 EM Groundhog Racing Inc by typing only the customer account code 286 Weigh 60 When List Order is By Description select customer account 286 EM Groundhog Racing Inc by typing only the customer description EM Groundhog Racing Inc Scale Properties Use Scale Properties to set up tolerances and zero return for interfaced scale indicators Choosing Zero Return prevents Trans Act from creating or completing transactions until the scale indicator returns to zero If you attempt a transaction before the indicator returns to zero the following warning appears Next transaction cannot begin until scale returns to zero Tolerance is the amount the indicator can fluctuate when there is no load on the scale When you specify a tolerance weight TransAct recognizes a Zero Return or the tolerance weight Enter a positive weight for this field The tolerance is used exclusively with the Zero Return property Adjustments TransAct provides two Adjustments fields When the operator enters a description in either box
76. ile Click the Export button to continue on to the Export Data window Select a Export File Select a Drive account sl account lb Select 4 Directory account lof account sls aware vb F transact awarebb wbs awarecc vbs awarelc vbs awaremm wbs bul 20197 mdb bul 20497 Ido Export File Name newtile tx Definition File transexp gid D O record s selected for exporting Use this window to select the export file and the export definition file In most cases exporting requires you to create anew file Type the name of the export file in the Export File Name box To overwrite an existing file select the file from the Select an Export File list Select to overwrite the file during Admin 46 exporting To view an existing file select the file then click the button to view the file using Windows Notepad or MS Write Once you have selected the export and definition files click Export TransAct uses the definition file to send information to the export file TransAct may encounter errors when you type use the wrong Transaction Table field or when one of the comma delimiters is missing in a line The following message appears errors occured while exporting data Click on the View Log button to see pour error Messages Click OK to clear the error message To help determine what might be wrong click the View Log button Correct the problem with the export definition file then try again When the system s
77. in motion You cannot continue with the transaction until the motion indicator clears from the display Weigh 11 12 AH Tuesday December 02 1997 EEE 18000 date Tare Once motion stops you can lock the scale weight to help speed the weighing process To lock the weight double click in the lower left corner of the display window Once you lock the weight the truck can continue into the site while you modify information about the transaction before storing the ticket 59 Weigh Weigh 11 12 AH Tuesday December 02 1997 Print Height ib wa 18000 Locking a Stable Weight 8 1 4 Print Weight Button Click Print Weight to print a weight without creating a transaction Only the date time and weight of the truck print on the ticket 8 1 5 Options Button Click Options to change the weighing options setup The Weighing Options screen allows you to change the List Order Scale Properties Badge Reader Properties weight Adjustment readings expressed as a percentage of actual scale weight Default transaction Direction and Ticket format file Tain 0 pone Lick Deje Sade Propria Abun pends A dp Cocke esi EE Pecet o Load Late x Lam O C Gp k zaofan Papan Oeection Laba H ciad Dii Hiii Pi erei DAs Male ia Miria W ee C hi E Ho Tae Hareg reai som Mims Tipket lirai E Hessi i Lig C ipn W uitigde ema p Tihai lA Dary erim Mejar Pe o Teie Foa Fe tte 2 oo Sada Tian Teche l Aio Pini T
78. ing Material Leaving a Site Select the appropriate Bill To Account if different from the Customer Account When you select acustomer account TransAct displays the default categories for the customer Change a category item by clicking the single down arrows next to each category Select the new category item from the list Category item changes for an account are only stored with the current transaction When you select the account for a new transaction TransAct lists the default categories again Use the function buttons on the right to add Notes receive a Cash payment change the Unit of measure and Print the Ticket Click Print Ticket to print the customer s ticket and store the transaction in the database The Next Item decision window appears Click Close Ticket and Print to print the ticket and store the transaction information in the TransAct database Click Close Ticket Don t Print to store the transaction information without printing the ticket Click Cancel to return to the Transaction Detail table 75 Weigh 8 4 Multiple Items Per Ticket Click Options to enable Multiple Ticket Items When enabled this feature allows you to place items of different category types and different units of measure on the same ticket TransAct stores each item separately in the database Youcan choose to group these items together and total them when printing a ticket Example Multiple Ticket Items This example shows how
79. inted forms Select Direct to Printer Port to utilize this option Using this option for a ticket printer should not affect how reports are printed if they are printing to the same printer as long as the printer is also defined as a Windows printer After you set up the ticket printer click the Test button to send up to four lines of text to the printer Test Lines 1 4 appear 53 Admin Ta Pina ee Enter text into any or all of the four Test Lines Click Send to print the text Click Done when testing is complete If you send nothing to the printer be sure the printer is powered on and check the connections between the computer and printer 7 7 5 Data Terminal Port A data terminal is a device used to collect and store information Bar code magnetic strip and radio frequency identification equipment can be interfaced to data terminal collection devices TransAct can be customized to interface with such devices This section is provided to test and troubleshoot data terminal devices that Ered Ate Fira Cond ved have been configured to cu Cm Ce cum oon interface with TransAct Cua Co Fem Cam zan e rammer To test a data terminal A Data Bier Sieg hds port select Admin Ca Ce gr fa G1 Cas Cg Preferences Data Terminal Port to access the Set Data Terminal Port Parameters window shown at right Admin 54 The data terminal you are interfacing with the computer should be listed under Connector Use the
80. isk box shown at right Use this box to select a different directory other than the default directory where you installed the TransAct program TransAct automatically generates the default backup file name by adding today s date numbers to the letters bu i e bummddyy Use the Tab key to highlight the default file name or click inside the Enter Backup Name box to edit the name Delete the default file name and type your desired backup file name in the box Enter backup name double click for default bul 03196 Note File names can be up to 8 characters long with no spaces They can contain letters numbers and special characters Admin 34 To change back to the default file name place the cursor in the file name box and double click Click Backup to begin the backup procedure If you selected a backup file name that already exists the following warning appears This backup name already exists Do you want to overwrite this backup file Click Yes to overwrite the file with the new backup Click No to return to the Backup Database window If you don t enter a file name or enter an unacceptable name a Bad file name warning appears Click OK to return to the Backup Database window so you can enter a correct backup file name Once the backup is complete Backup Successfully Completed appears at the bottom of the Backup Database window Deleting Existing Backup Files While itis important to backup the database
81. istance The area next to the date allows you to choose which transactions to archive Note The default selection is All Transactions To select only invoiced transactions to archive click inside the Invoiced Transactions circle To use a default archive file name click inside the Archive Name box and double click TransAct generates the file name by adding the invoice Date To numbers to the letters ar i e armmddyy To change the file name use the Tab key to highlight the default file name or click inside the Archive Name box to edit Delete the default file name 37 Admin and type in your desired archive file name 8 characters maximum To change back to the default file name place the cursor in the file name box and double click Click Archive to continue Because archiving alters the database TransAct recommends making a backup of the current database prior to archiving op Archiving will backup and potentially remove many transactions from 2 your database We strongly suggest you perform a backup at this time Would you like ta make a backup Ha Cancel Backup Warning Click Yes to automatically open the Backup window Once the backup is complete archiving continues Click No when you do not want a backup prior to archiving and TransAct automatically continues archiving Click Cancel to return to the Archiving Transactions window If you highlight a file name in the list of archive
82. it TransAct the Report Options window returns to the default criteria Note The Aging report groups unpaid transactions in the following age brackets 0 to 30 days 31 to 60 days 61 to 90 days 105 Over 90 days Reporting It is possible that the sum of unpaid transactions in the above four age brackets will not equal the current account balance This can be due to the initial balance entered when the account was set up or by archiving unpaid transactions The amount of the initial balance is placed in a fifth age bracket called Initial Balance 10 2 1 Custom Reports Please see Section 12 4 for more information about creating custom reports 11 0 Attended vs Unattended The Unattended option of TransAct is sold separately When you purchase and install the option the Attended icon appears in the menu bar Once you install the equipment and test the system you can place TransAct in Unattended mode Click the Weigh icon from the menu bar The Attended icon becomes active to designate that the system is running in Attended mode To switch to Unattended mode click the Attended icon in the menu bar The icon changes to the Unattended icon and all features of TransAct are disabled until the operator clicks the Unattended icon TransAct is then placed back in Attend mode Reporting 106 12 0 Appendix 12 1 Uninstall Reinstall 12 1 1 Uninstall and Delete the Database During installation TransAct adds an Uninstall
83. ition file to match data in the file to be imported use TransAct to import the data into the Transaction Table Torun the import utility select Admin Utilities Import Data to access the Transaction Selection Criteria window Teantacton Selection Chena Dalkinn Criit am Taket OO O OOOO Fem Dao ai E Teba ico Taisni Type i a re dl Use this window to select specific data to import To import all data from the import file click the Import button as soon as the above window appears To import only certain data from the import file use the Select Criteria form to determine which information should be selected from the import file Click the OK button to continue on to the Import Data window below Use this window to select the import file and import definition file rimy a l mari be Tri g eee Ee mma fl Tebar Dei ach transact Admin 44 Select a file then click the button to view the file using Windows Notepad or Dos Editor Once the you have selected the import and definition files click the Import button TransAct uses the definition file to read information in the import file If the system encounters any errors during the read it halts operation and displays the following error message 8 errors occurred while importing data Click STOR on the Yiew Log button to see your error messages Note The system writes nothing to the database unless it is error free Click the
84. ivers to make setting up these devices simple Unfortunately we cannot list every printer in the industry Please contact us with your specific ticket printer types so we can add the new drivers to later releases of the software Connector Select the communications port LPT1 LPT2 or COM 1 through COM4 to which your printer cable is attached Use the arrows in the Connector box to COMI view all ports and choose the appropriate one When using a printer selection other than Windows Default or Direct to Printer Port you also need to set the Baud Rate Flow Control Data Bits Stop Bits and Parity sections After you have selected the communication port and device type the settings boxes become available for editing Check your ticket printer reference manual for correct settings TransAct provides common drivers for ticket printers that produce receipts similar to those at a grocery store Such drivers include the SP2000 SP2200 IDS 150A Star SP200 and the Epson TM Select Serial Printer when the available drivers do not match a printer type Use the arrows in the Device Type option box to choose a printer TransAct also provides options for using an existing Windows printer such as a dot matrix or laser printer To use a printer already configured for Windows select Windows Default from the Device Type list You can also send data directly to a printer via the Ticket file This option is helpful when printing to custom prepr
85. ket by enclosing the field name in brackets Below is an example of how you can use static text and database fields together on a ticket The example will print the ticket number weight in date in weight out date out and net weight on the ticket Ticket Number Ticket Number Gross Weight In Date In Tare Weight Out Date Out Net Net Weight The tables on the following pages list the database field names you can use in the ticket format file 121 Appendix ewm oo e e moms ooo mom p C C Permit City Permit Zip Tarel Number Tarel Tare2 and Tare3 must be Tare2 Number replaced with the user assigned Tare3 Number names for the tare tables Categoryl Code Categoryl Category2 Category3 Categoryl Description and Category4 Codes and Descriptions must be replaced with the user defined names assigned to the category tables Category2 Code Category2 Description Category3 Code Category3 Description Category4 Code Category4 Description Appendix 122 J ob Table J ob description Date In Date for the weigh in side of the transaction Time In Time for the weigh in side of the transaction DateTime In Date and time for the weigh in side of the transaction Date Out Date for the weigh out side of transaction Time Out Time for the weigh out side of the transaction Date Edited Date the transaction was edited Time Edited Time the transaction was edited DateTime Edite
86. lag in the database whenever a transaction meets a special condition The table below lists these special conditions A user defined static text field can be associated with each of these conditions A flag field is enclosed in braces The example below assigns the static text Keyed to the Keyed Weigh In flag This text will print on the ticket whenever the Keyed Weigh In flag is set for a transaction Example Keyed Weigh In Keyed Appendix 126 12 5 Networking TransAct You can place the TransAct database and reports on a shared network for multiple user access Install TransAct on each PC and assign a unique site number to each PC in the TransAcct initialization file To set up TransAct for use on a shared network we assume you have some knowledge about your computer network The installation process may vary slightly depending on your network operating system i e Novell Banyan etc If you are unfamiliar with your network setup work with your network coordinator to complete the following installation procedure Sili PZ tA a 8 Create a transact subdirectory on the file server Make sure every user accessing the TransAct database from the server is given rights to the new subdirectory Install TransAct on one computer Run TransAct on that computer and set up an empty database Quit TransAct and copy the following files from the local hard drive of the computer to the network drive
87. lowing line from the TransAct section Note REM stands for remark and prevents TransAct from executing the line TransAct REM DBDir network path to TransAct subdirectory Once you have made the changes to the ini file and restarted TransAct restore the backup and continue where you left off When the network is available again backup the database to the local hard drive Quit TransAct and edit the c windows transact ini file Delete the REM space from the front of the following line TransAct DBDir network path to TransAct subdirectory Appendix 134 Restart TransAct Check to make sure you are using the network database by checking the ticket number or use Quick Scan To restore the database on the local hard drive run the Restore utility under Admin Utilities Select the file you just backed up to the local hard drive c Once you restore the database any other computer that accesses the network database can use TransAct When network down time is scheduled and more than one computer will record transactions If your network down time is scheduled and will last for several hours or days you can use TransAct locally on each computer When the network is back online you can export transactions from all computers and import them on the shared network database Use the TransAct Backup utilities to backup the network database to the hard drive of each computer Note The Backup utility requires exclusive rig
88. lowing message appears Password change successfully verified Click OK to continue 15 Logins and Passwords 6 3 Viewing Valid User List Click Find from the User List to view a list of all users currently set up to use the program User Name Bernard Bevilaqua Jahn Smith Johnathan Prentice Temporary operator Thomas Schultz Wi ones William Jones List of Valid Logins and Users Click on any User Name to see and or change the User Table for that entry Click Done when you have finished and the list is correct Click Print to print the user list 6 4 Operator Login Directions After the administrator has established logins and passwords the Login Form appears each time you start the TransAct program Note All the menu buttons are inactive grayed out until you enter a login Depending on the access level of that login some or all menu buttons will become active when the program opens Logins and Passwords 16 TransAct Plu TransAct Plus Login Form l Enter Login and Password Program Login Prompt To log in enter the Login Name then press Enter Enter the Password then press Enter TransAct opens with the About TransAct screen below You can open any active menu item by clicking on the associated icon in the main menu toolbar About TransAct ee F TransAct for Windows Serial TROOO6 Version 2 0 Copyright 1998 All rights reserved Other brands and products are trademarks of
89. min pull down menu The start up About TransAct screen appears see below This screen also appears whenever you first start TransAct bead toe HAHUA bed jima boo Je Awali Iranui Phar LT TransAct Plus Serial TR0006 Version 2 0 Copyright 1998 All rights reserved Other brands and products are trademarks of their respective holder s About TransAct Start Up Screen When the About TransAct screen appears you can click any other main menu icon in the toolbar to close the About TransAct screen and move to other parts of the program 57 Admin 8 0 Weigh Use the Weigh section of TransAct to create complete and store weigh transactions in the database TransAct allows you to edit these transactions and print transaction reports using the Reports features in the Reporting menu 8 1 Select Transaction Window Click the Weigh icon from the main menu toolbar to access the Weigh form Select Transaction window below and begin a transaction Wg CEH PH Phooey Jere 15 17 Tae lima Houh ee es a bee m er i Taram babia e I te Lomaile a hamada be pec n mn hiiri litai i 8 1 1 Date and Time The top left corner of the window contains the date and time TransActreads this information from the computer system If the time or date is wrong exit TransAct change your computer s time and date and restart TransAct The time date Print Weight button Options
90. n form of backup is to store data on DAT tapes Many companies run weekly backups where a week s worth of daily tapes are rotated Monday through Friday Other companies use a monthly rotation using a different tape for each day of the month Regardless of your backup method be certain not to rely on a single tape TransAct provides a utility for backing up your database to your local hard drive TransAct allows backup of the database to a floppy diskette if the database is small enough to fit on one floppy Unfortunately databases are usually too large for a single floppy disk A good backup procedure is to store a daily backup on your local hard drive prior to running a tape backup Creating a Backup File To run the backup utility select Admin Utilities Backup The Backup Database window appears 33 Admin Hacky i geqhaee Lol of pee beech mpera Emin bach mama e cect boo het lini SP The left Backup Database window displays a list of existing backup names the right window displays the destination drive and directory TransAct by default places the database backup on the same drive and directory in which TransActhas been installed usually este c transact To change that location click Peo d the single down arrow next to the drive box above to show a drop down box of available destinations Click on the letter to select your preferred backup drive Under the destination box is the directory HAN i
91. n view the adjusted percent using the Quick Scan feature see Section 10 1 Adjustment 2 Percent Decrease Label Use this adjustment when changes affect a single load Enter meaningful text in this Percent of LoadLabel box to turn the feature on The Percent Deduction Label Weight In weight Out and Net weight remain the same however TransAct calculates charges using the percent entered The status bar at the bottom of the Weigh form displays the adjusted charge calculation Adjustments Example Grain elevators will take moisture into account when weighing a trailer TransAct weighs the trailer and stores the weight The driver then unloads the grain and the grain is tested for a moisture percentage For the weigh out procedure the attendant enters the moisture percentage in the decrease box The Weight In weight Out and Net weight will not change however TransAct uses the adjustment to calculate the charge The adjusted weight prints on reports and on the ticket if desired TransAct stores the adjusted percent with the completed transaction ticket The operator can view the ticket using the Quick Scan feature under the Reporting menu Charge Rounding Properties Weigh Rounding applies to the base charge Charge Rounding Properties only TransAct adds Sales Tax Minimum Charges and Fixed En Charges to the base charge For O Nearest Up E example if you set Rounding to the next higher 10 and S
92. ned Transactions Click on a transaction from the list then click Show Detail to view details from any transaction The Transaction Detail table then appears From this table you can view all the information created during the transaction You can also edit and print these recorded transactions by unlocking the information in the table using the Unlock button Reporting 100 Click to print a transaction Fimt Ticket Click to lock the transaction and not allow editing Click to delete a transaction x Click to cancel any unsaved change to the transaction A Click to return to the transaction list table iE Click to store changes and return to the Transaction list table sae Note The system warns you if you try to continue without clicking Save To view and edit charge information click Charge Details The Charge Details window appears 101 Reporting Note Fields unavailable for editing are shown in gray Click Ticket Details to return to the Transaction Details window Totals Use Totals to view the total weight volume and unit count for the entire transaction list Click Totals to view the Transaction List table iiiki i bil Hre rarl Eats a e e The following function buttons appear at the bottom of the Transaction List table Click to show detailed information about the selected transaction including weight volume and unit counts Note This button is not a
93. nes used in the Weigh form when creating or completing a transaction TransAct prints these notes on the transaction ticket given to the customer To edit the headings for the notes select Admin Preferences Note Headings to access the Configure Ticket Note Headings window below Only the boxes containing text appear Configure Ticket Note Headings x when you select the Notes button in the Weigh form Any of the empty Eine Hedding lines of notes will not show on printed Line 2 Heading tickets TransAct only stores a note Line 3 Heading with incomplete transactions Once Line 4 Heading the transaction has been completed and printed TransAct erases the note Save The following is an example of a three line note in the Weigh form generated from note headings Name Address City text entered in the Configure Ticket Note Headings window IEP Peg Decemba 13 17 In this example only three Note lines appear with headings because the user defined only three of the four lines in the Configure Ticket Note Heading window If you want only asimple one line note with a single heading enter only that heading on only one line in the Configure Ticket Note Heading window In that case a one line memo window appears Enter the note into the Memo box then click Done to store the one line note Admin 56 7 8 About TransAct To display the current TransAct version and serial number you are using select About from the Ad
94. nformation You must define a place for each of the seven delimiters even if you don t use the delimiter Field Name Valid Transaction database field names listed later Field Type A database field is either a Character or Number Field Length Length of field that will be written to export data file Number of characters extracted from an import file Ignored if a field delimiter is defined Decimals Used for importing numeric data fields that have an implied decimal point For example if decimals is 2 and the imported field is 15025 then the data is converted to 150 25 Fixed Value Used to place a fixed value in an export data file field or to assign a fixed value to a database field when importing 41 Admin Delimiter Character used to delimit the field These names can be used for the following predefined delimiters TAB NL new line SPACE COMMA CR carriage return LF line feed Any character can be used for a delimiter field by entering the character s numeric ASCII code For example the ASCII code for a space Is 32 anda tab is 9 Multi delimiters Yes or No Used to import files that have multiple delimiter characters between fields The default value for this field is No The following is a list of fields from the Transaction Table that can be used in the export import definition files Admin 42 43 Admin 7 6 1 Import Data Once you have defined an import defin
95. nsact ini file Remove the REM space from in front of the following line to restore the network connection TransAct DBDir network path to TransAct subdirectory Restart TransAct and verify that you are using the network database check the current ticket number or run Quick Scan Use the TransAct Import functions to import the transactions from the export file you just created Note When importing transactions do not select any criteria Go directly to Importing When you import transactions into the network database TransAct appends the transactions to the last transaction in the database If you entered the current ticket number correctly the ticket numbers should still match after you have imported the data Note Remember importing requires exclusive rights to the database Only one computer can use the database on the network at one time Once you have imported the database from one computer quit TransAct before reconnecting the next computer Once that computer is finished quit TransAct and move on to the next computer until you have imported the database on all the computers You can then run TransAct again on all computers When network down time is scheduled and only one computer will record transactions If your network down time is scheduled backup the database to the hard drive of the computer that will record transactions Quit TransAct and edit the c windows transact ini file Type REM space in front of the fol
96. nt Credit Form appears select Credit rather than Payment This action changes several of the entry boxes Baa eee f orri Pam CITARNE SL a si Tai oe Heii Aertel Bieler Cid Amami nis i Cigee ets leper a Hase Tawy DIO Tis erates You can enter credits as single item receipts or multi item receipts just like payments Rather than an Amount Paid box the Credit form has a Credit Amount box A space is provided on the Credit form for recording a Memo of up to ten characters Other than these differences the Credit form 1s the same as the Payment form See Section 9 7 for information on handling payments Reporting 98 10 0 Reporting Use the Reporting section to view edit reprint or delete stored transaction tickets and create daily weekly and monthly reports based on selected criteria 10 1 Quick Scan The Quick Scan command provides a quick way to view edit and delete transaction ticket information Quick Scan allows you to query transactions based on categories and customer accounts for a specified date range Torun a query click Reporting from the menu bar and select Quick Scan to access the Selection Criteria window below fakin Cara Golect Ticket Hambar Frome Cole eee eee ma Heima Tee a T TA Selection Criteria Table If you know the ticket number enter the number in the Select Ticket Number box Click Scan to view the transaction To fin
97. o this section AxleWeighing On You can change all of the other information in the Weigh Options section by clicking the Options button in the Weigh form while running the TransAct program TransAct recommends using the Weighing Options window for all other changes 12 2 5 Tares Use the Tares section to activate up to three tare options Some or all of the tares were activated when you install TransAct Active tares appear in TransAct under Admin Customer Accounting Tares Taret Truck Tare Container Tareg Pup Trailer AutoTareExpire 6 To activate a tare button position the cursor after the equal sign and type the name for the button Remember Type the name in exactly as you would like to see it displayed in TransAct Existing Name Tare3 New Name Tare3 Pup Trailer To deactivate a tare position the cursor after the existing name and press the Backspace key on the keyboard until nothing is displayed after the sign Existing Name Tare2 Container New Name Tare2 Appendix 112 To change the name of a tare button delete the existing name and enter your desired name Existing Name Tarel Truck New Name Tarel Vehicle Note For those of you familiar working with ini files Tare4 Tare will not work TransAct only recognizes three tare options 12 2 6 Rates Use the Rates section to change the category to which Measured Rates and Minimum Charges are attached Rates HeasuredRates 4 Hinim
98. o a parallel port LPT1 or LPT2 Set the printer device type within TransAct to Direct to Printer Port Select Admin Preferences Ticket Printer Port from 119 Appendix the TransAct menu bar to set up the printer When creating a ticket these following field types are available Static Text Database Flag Fields Printer Commands Column Positioning To accommodate multiple item transactions TransAct splits the ticket into three sections Header Lines Printed once before the first transaction item designated by an H in the first character position of the format line Body Lines Printed once per transaction item designated by a B in the first character position of the format line Footer Lines Printed once after the last transaction item designated by an F in the first character position of the format line Below is an example of a custom ticket format file 27 24 18 H Account No Account COL46 Transaction Information H Account Name COL46 Ticket Number Ticket Number H Account Address COL46 Date In Date In H Account Address2 COL46 Date Out TDate Out H Account City Account State Account Zip Code H H Truck No COL12 Truck Number H H Detailed Transaction Information H Refuse Code COL15 Rate Gross Weight COL40 Tare Weight COL55 Net Weight B Refuse Code COL15 Rate COL25 Weight In COL40 Weight Out COL55 Net Weight F F F F Total Items COL12 Ticket Items COL23 Total W
99. omated system TransAct stores the badge number in the customer database and uses this badge number toidentify a truck The badge reader sends information to Transact to start the transaction TransAct matches the badge number to the customer then displays the customer s information in the Transaction Detail form Badge Reader Preferences allow you to set up parameters for these badge readers The Preamble is a string of characters preceding the decoded data used by wedge decoders to differentiate between a keyboard input and a badge input When available use the Auto Store Ticket option to automatically save the transaction once the scale weight stabilizes If you select the Auto Print Ticket option the ticket prints and the transaction completes automatically Ticket Format File The Ticket Format File contains information from the database that is printed on the customer s ticket During installation TransAct installs a default ticket file for the appropriate application you selected Solid Waste or General 63 Weigh To select a different ticket format file for the current transaction use the single down arrow to the right of the Ticket Format File box Once the transaction is complete TransAct restores the default ticket file specified in Preferences You can manually create a custom Ticket Format File with any text editor such as Windows Notepad or Dos Editor See Section 12 4 for more information on editing a ticket file
100. omer support line for assistance setting up your indicator 12 2 9 Scale Settings We do not recommend using the Scale Settings section to change your scale port settings You can change and test all of the items while running the TransAct program Select Admin Preferences Scale Port and select the scale Appendix 116 Indicator Type Connector Baud Rate Flow Parity and Stop Bits Click the Test button at the bottom of the window to view the data the computer is receiving from the scale indicator 12 2 10 Printer Settings We do not recommend using the Printer Settings section to change your printer port setup You can change and test all of the items while running the TransAct program Select Admin Preferences Printer Port and select the Printer Type Connector Baud Rate Flow Parity and Stop Bits Click the Test button at the bottom of the window to send up to four lines of text to the printer 12 2 11 Data Terminal Settings We do not recommend using the Data Terminal Settings section to change your data terminal port setup You can change and test all of the items while running the TransAct program Select Admin Preferences Data Terminal Port and select the Type Connector Baud Rate Flow Parity and Stop Bits Click the Test button at the bottom of the window to send up to four lines of text to the printer 12 2 12 Reports You can add custom reports using Crystal Reports for Visual Basic
101. orm to help track the number of items entered and the total amount entered for the receipt After clicking Save Item TransAct adjusts the Account Balance box and clears the Amount Paid box The check number stays present in the Check Number box The status bar increases the item count and total value Select the next category item and Amount Paid The Check Number will still be present you do not need to reenter the Check Number Click Save Item Continue entering each item clicking Save Item after each item When you have entered all items click Save to save the receipt The Balances Reconciliation report will list each receipt by number and list all items recorded for the receipt Example A landfill wants to track payments by refuse types A check arrives in the mail from one of their customers for 100 00 75 00 is payment for residential rubbish and 25 00 is for yard waste This payment transaction uses the multi item payment option 97 Accounting described above Item 1 would be 75 00 with refuse type Residential Rubbish Item 2 would be 25 00 with refuse type Yard Waste The statement will show a single payment of 100 The status bar at the bottom of the window displays the current receipt number item number and the total value of the receipt 9 7 2 Applying a Credit TransAct applies credits the same way it applies payments To begin entering credits select Payments from the Accounting pull down menu When the Payme
102. ow when the archive restoration is complete Click No when you do not wish to perform a backup prior to restoring an archive archive restoring automatically begins Click Cancel to return to the Restore Archive Transactions window Admin 40 7 6 Importing and Exporting Data TransAct provides utilities for importing and exporting transaction information Currently only the database Transaction Table can be used for importing and exporting Before importing or exporting you need to create definition files A definition file tells TransAct what information you want to import or export and how TransAct should import or that information Create definition files using any text editor such as Windows Notepad or Dos Editor Save the files with a gid extension in the TransAct installation directory The first line of the definition file identifies the database table to use Each line of the definition file is formatted into seven comma delimited columns The following is an example of an export definition file named transexp gid TransactionTable Ticket Number Number 7 r 7 COMMA Account Number j j COMMA Truck Number Character j r COMMA Waste Code Character 7 COMMA Date Out Character i COMMA Time Out Character r F COMMA Weight In Number P F F COMMA Weight Out Number COMMA Net Weight Number i F COMMA Charge Number i po acy COMMA Each line contains the following i
103. pad opens pull down File Open Select drive c Double click on the windows folder and select All Files under the List Files of Type box Scroll down to transact ini and double click to open the file File Hame Directories transact ini co windows thatch bmp tmpdelis bat transacto ip Ea msapps transact mi T 7 setres ttembed ini C system vb ini vbrun300 dil List Files of Type Drives Al Fies Opening the transact ini file in Notepad Note Each section of the ini file is headed by a title surrounded by brackets Do not change any of the title words in brackets Edit items in each section only in the area after the equals sign Do not use spaces when entering programming data You may use spaces when separating category names or subcategory names such as In Landfill or Peat Moss etc Appendix 110 12 2 1 TransAct Directory The TransAct section contains the path to the directory where TransAct is installed If there is a problem running TransAct because a file cannot be found check the path r RARGAET Set ian pe bemie TRAPS ACT TRARGSACT HDA Ticket Motes ater L 1 Haie ae FP Address at E City aha Lhe weigh Optians Tae lededer Description aP guidas Picket ormaet default gtk When all of the defaults are selected during installation this line will look as follows Appdir C TRANSACT If the path has changed back space over c tr
104. pecial Rates Account Limits and Charge Limits Click Save to store the changes Admin 28 7 2 2 All Other Category Items The category for All Other works the same as the other five category items Total Amount Charges and Credits for transactions using a category item not defined in the Job Table appear in the All Others item section A rate entered for the All Others item will override any Measured Rate setup for all other category items Example The operator has defined ten category items for the category type Refuse In a Job Table the operator set up two of the items to use a special rate i e Refuse 1 and Refuse 2 If the operator enters a rate in the Refuse All Others item TransAct uses that rate to calculate any charges for the other eight category items Click Save to store the changes to all category items 7 3 Permits Plus Only Use Permits to setup individual subaccounts within a Customer Account For example a township may allow several of its residents to use the landfill under the township s customer account However the township would like to keep track of the residents using the landfill under their account Using the Permits section you could assign individual permit numbers to each township resident using the township s customer account You could include the resident s name address driver s license number license plate number and issue expiration date in Permits Select Admin Permit
105. pen the Company Data window see below Enter the Site designation in the Site field ompany Data yl Name Stillson County Landfill Address Old County J City Stillson State Provience W ipfPostal Code 54729 Phone 715 726 0691 Site 12 5 1 Moving TransAct Use steps 1 2 4 5 8 and 9 marked with from Section 12 5 to move the TransAct database and reports from a stand alone computer to the network 12 5 2 Administrator Functions With several computers sharing the same database certain TransAct functions only work with one computer at a time accessing the database The following functions can only be performed by one computer at a time Set all other computers to the About TransAct screen or exit TransAct completely Backup Restore Import Export Archive We recommend storing a copy of the database on the local hard drive of each computer in the unlikely event that the network goes down Replace the Appendix 128 local copy of the database whenever you change the database 1 e customer information rates job table etc Use the TransAct backup utilities to copy the database to the local hard drive Select Admin Utilities Backup to access the backup function Select drive C and the TransAct subdirectory Enter a meaningful file name up to 8 characters then click the Backup button This ensures that you will access the most current changes if the network is down 12 5 3 Error Messages The
106. r Se 400 Coe TEs 1173 Dips 2 10e 3 MeT Wiima DETE Wa GEA EE ips This file contains the program defaults for category names category setup tare legends ticket formats and other information used to run TransAct After you become familiar with TransAct you may want to change these defaults to customize the program for your business and your customers See Section 12 2 for more on modifying the transact ini file Installation 6 A N Caution Do not delete or move the transact ini file If you delete or move this file to another directory you will not be able to access or run TransAct 3 0 Starting and Exiting TransAct 3 1 Starting TransAct for the First Time To start TransAct double click the TransAct icon from the Program Manager see below uy z Transact Windows 3 1 Windows 95 When you start TransAct for the first time the following button selections appear End User Agreement Ea Accept Agreement Reject Agreement End User Agreement Dialog Box When you open TransAct for the first time you must view and accept the terms of the licensing information before TransAct will run Use the mouse to point and click View Agreement The license agreement is a Windows Write file TransAct automatically opens the Write application and the license file however it does not automatically exit the Write program for you Once you have read the license agreement an informational message app
107. r SubCat1 and enter the specific subcategory items each location enclosed in parentheses It is important not to leave spaces except as previously noted or you will receive an error when running TransAct Within the parentheses each location must have a sequential number starting with 0 unlike the main category where TransAct automatically defines a none category item In subcategories you must define None as a subcategory item if desired All subcategory items must fit on one line The screen will scroll to the right as you type If it wraps to the next line you ve gone too far Category 2 Title Refuse SubCat1 0 In Landfill 1 Out Landfill 2 None SubCat1Title Location SubCat2 SubCat2Title Save the file and Exit Notepad If you did not quit TransAct before making changes to the ini file do so now The changes made to the ini file will take effect when you reopen TransAct When you return to TransAct and select Admin Categories Refuse your new Location subcategory heading appears as a drop down list so you can select the location where your refuse goes 12 2 8 Indicator Types TransAct has provided several scale indicator types with the program The Indicator Types section is a listing of the indicator name and a series of codes that define the indicators serial data stream to TransAct Do not change the data in these fields If your indicator is not listed please call your dealer or the TransAct cust
108. re Diagram Meas Rates Rate 1 Rate 2 Rate 3 Categories Two main categories Weigh In Transaction installed Up to 4 configurable categories available Discounts Weigh Out Transaction Utilities Backup Restore Archive Transaction Restore Archives Import Data Export Data Preferences Company Data Scale Port 1 Scale Port 2 Ticket Printer Port Data Terminal Port Tickets Notes Headings About TransAct Overview 2 amp Acct Flags Statements Quick Scan by Ticket by Date Quit TransAct Attend Unattend by Type by Account by Job by Hauler by Material Report Options Tonnage Charges Accounts Permits Haulers M aterial Trucks Containers Pup Trailers Payments Credits Balances Reconcile ES TransAct Plus Only 2 0 Installing TransAct for Windows TransAct for Windows requires the following hardware and software e An IBM compatible computer 486 75 MHz or higher CPU e Atleast 8 MB of RAM 16 MB RAM is highly recommended e A fixed hard disk with a minimum of 4 MB of available disk space to install the program files e VGA SVGA or higher resolution monitor e DOS version 5 0 or higher e Windows Version 3 1 or later running in enhanced mode During installation the setup program installs all of the files to run TransAct the initialization files and all icons associated with the program These ins
109. ree gea baa Tea ete Siete Pet Note The Category name to which the rates are attached appears as the rate heading Examples in this section use the Category name Refuse 1 During a weigh transaction all Category items are available If you select a Category item with a special Rate TransAct uses the special rate to calculate the total charge TransAct uses rates from the Measured Rates table to calculate the total charge for those category items without a special rate attached Click inside the Category box Use the single down arrow next to the Category box to select a category from the drop down list Once you select a category item click inside the first Rate box to enter a special rate When you leave a special rate at zero TransAct uses the rates from the Measured Rates table to calculate the total charge see Section 9 4 Use the Amount Limit box to enter the limit the item should not exceed for the job If the transaction exceeds the Amount Limit TransAct displays a warning during the transaction but does not stop the transaction The Total Amount box displays the total amount of the item used for the job Use the Charge Limit box to enter a dollar amount the category item should not exceed for the job Again if the transaction exceeds the Charge Limit TransAct displays a warning but does not stop the transaction 27 Admin re iai Cada 0 Haaks Abom Di 0 rn La inc Hii Account Emi Chee 10
110. rrent billing period a statement also shows the previous balance from the prior billing period Example Many companies issue monthly statements based on the last day of the month When you select Statements from the Accounting menu the current system date appears in the Statement To Date box Assume today is March 5th but only transactions dated through February 28 should appear on the Statements Change the date to 2 28 YY Use the keyboard or mouse to enter the Statement to Date When using the keyboard enter the month day and year separated by slashes When using the mouse click the Calendar button to the right of the date fil box Click the arrows on either side of the month to select a new month click the arrows on either side of the year to select a different year Select the day by clicking on the numbers displayed in the calendar Click OK to store the new date and return to the Statements window or Eee eee click Cancel to exit the calendar without Cancel saving Accounting 92 You can choose to grant a Grace Period to Payments to allow companies to pay for a previous month s bill The Grace Period applies only to payments Payments made within the grace period are applied to the current statement Use the up down arrows to increase or decrease the number of days granted for the grace period Statement Options Statement to Date 2 28 1997 qq al Grace Period P Calendar Days Note Enter
111. s eee Leter kirra eet Weer Token ecko drehi al joper H piii Pem piara Daimi Loval es Eariri eh Tiara nrian iapa o 4 l Fira Dam hiini E Ta fhe Use the Report Options table to select the type of report to generate how the report is organized the detail level and date range of the report The Report Options table contains the following fields Report Type See the list on the previous page Major Sort Order Items available for sorting include metas Ticket Number Account Permit veel ae Truck all Tare types up to 3 and all SE defined Category types up to 4 Use the single down arrow to view a list of available sort orders Depending on the item you select other criteria may become available m 4 4 4 J For example choosing a category will make the From To box available as well as any related subcategories When the From and To box is empty all items are included on the report To enter a range of items move the cursor to the Enter Item box Enter Refuse in the example above Enter the first item number Move the cursor to the To box and enter the last item number If you have defined subcategories for a category they will also be available when you select the category Click the single down arrow to choose a different subcategory item Hran Scent liie Minor Sort Order ee emn Minor Sort Order options are Erie erari 17 tE available for report
112. s to access the Permits table and begin creating or editing permits Permit Number Permit Name Mailing Address Street Address City State Provience WI ip Postal 54390 Phone 609 254 7278 License Number 153 1111 2222 33 License Plate LTF 947 Hemo WDNR License No 10531 Issue Date 11 1997 Bal Expires 12 31 1999 EB status Valid f Customer Account 3 Acie Disposal Recycng me JE Discount Rate 0 000 29 Admin The Permits window shows the information for the first permit in the permit table If there are currently no permits the Permit window shows a Permit Number of 0 and all fields are blank Click New to create a new permit from a blank table The Permit window contains the following items Permit Number The Permit Number can be up to 9 digits Permit Name The Name can be up to 40 characters Customer Account Click on the single down arrow to the right of the Customer Account field Point and click to select the desired Customer Account from the drop down list Addresses Phone Memo License Number License Plate Optional fields Note The first character of a driver s license entry must be a letter Memo The Memo field allows for up to 40 characters Issue Date The date the permit was issued To set a new issue date click inside the date box and enter the new date or use the Calendar button See Section 5 0 for assistance Expires The permit expiration dat
113. ser B open the Customer Account table at the same time User A deletes Account 16 User B clicks Next to move through the table When User B gets to the point where Account 16 used to be the following message appears The following error occurred while attempting to move to record 129 Appendix Error 3167 Another user has deleted the record to which you are moving Click OK to clear the message and continue To avoid getting this message again reselect Admin Customer Accounts 12 5 4 Transaction Numbers When you assign a Site number to a computer TransAct uses that number as part of the transaction number Each computer will have its own set of transaction numbers It is possible for several computers to have the same transaction numbers The site number determines which transaction number corresponds to each computer 12 5 5 Network Down Time Below are some examples to help you develop a backup plan that works for your particular company When the network crashes but downtime will be short Your backup plan may be as simple as hand writing tickets and entering the tickets later when the network is back up This is generally the solution when the network down time is short a few minutes to an hour When network down time will last more than a few hours and one computer Is recording transactions If the network is down for several hours or days you can use TransAct locally on the computer that is connected to the scale You
114. ss of the database installation When the database installation is 100 complete a message with a single OK button appears to signal a successful installation When you are familiar with the program you can delete or overwrite the sample database information Rather than overwriting each fictitious customer account in the sample database with your actual customer accounts we recommend that you quit TransAct then delete uninstall the entire TransAct program The Uninstall program finds and deletes all TransAct files in your system Note The Uninstall program does not delete the categories or customer account files You must manually delete these files With a clean slate you can then reinstall TransAct onto your system Use the same installation procedure as before except this time choose not to put Installation 8 sample data into your database Note See Section 12 1 for the TransAct Uninstall Reinstall procedures Click OK to continue The TransAct program log in screen appears and you are ready to begin See Section 6 0 to continue with log in directions and establish security access for all users 3 2 1 Quitting TransAct Click the Quit icon from the main menu toolbar to quit TransAct 3 2 2 Database Recovery and Restoration If TransAct closes abnormally due to a power outage or system error the database may become damaged TransAct has a built in tolerant structure to prevent losing information By storing mini
115. t If you would like your printed oeetiven Cousty Lendiiti tickets to appear differently you kone BUN can create and save formatted files FET a ak for other ticket styles You can Container 101 Time In 04 18 97 create these files outside the oe in TransAct program using any text Out 7300 lb Net 440 lb 440 0 lbs editor such as Notepad or Dos Non Hazardous Asbestos 0 02 per lb Editor We recommend using Total Charge 8 80 A t Paid 0 00 Notepad which comes with a Windows and is found in the E Pires Accessories window of your Program Manager You can create different ticket formats in Notepad saving the ticket format files in the Default gtk Sample Ticket same folder as the original default gtk and using the gtk suffix Notes Info After creating the files you can select any gtk file as the new default ticket type for any account using the Ticket Type dialog box in any Customer Account table That account will then default to the ticket style you have selected However if you only want to occasionally print a different ticket type for an account you can also specify a new gtk file during a weigh transaction Then only that transaction will print a ticket with the new style you have selected When that account comes up for another transaction it will return to the default gtk file you select in the Customer Account table In order to use printer commands you must connect the printer t
116. t The tare weight if used can be up to 9 digits Expiration Date The date after which the truck activates a warning when the driver tries to activate the Container or Pup Trailer function TransAct will not weigh a truck with an expired container or pup trailer date To set anew expiration date click inside the date box and enter the new date or use the Calendar button See Section 5 0 for assistance Click Save to save a Container or Pup Trailer item Note The system warns you if you have made changes and try to continue without clicking Save Click Done to return to the Truck List Click Done again to return to the main Customer Account Table 7 1 5 Viewing and Selecting Customer Accounts Click Find from the Customer Account Table to view a list of all customer accounts Double click on the Account Name to edit an account Click Print to print the customer account list Click Done to return to the Customer Account Table 25 Admin 7 2 Job Table Plus Only Use the Job Table to monitor specific jobs and their cost organize transactions setup default bill to accounts and define special rates The Job Table consists of an alphanumeric Job Code Description Hauler Account Bill To Account and special Rate section The special Rate section is limited to five individual category items and one All Other category item You can start a weigh transaction by selecting ajob Select Admin Jobs to access the Job Table Cat
117. t store or print the truck weight information until the driver also selects a Container or Pup Trailer Click in the Container and Pup Trailer Required option box to enable this function Click Save to store each completed Truck Table screen Click Done to return to the Trucks List Click Done again to return to the main Customer Account window Container and Pup Trailer Tare1 and Tare 2 Each customer account can have a list of both Containers and Pup Trailers with stored tare weights TransAct adds Container and i1 DD Dipara Ce ine Pup Trailer tare weights to the truck s tare mr Too Wer weight to generate the total tare weight for La the transaction Click either the Container or Pup Trailer hotlink button to view the Container or Pup Trailer List with existing numbers and tare weights for the account Click on the column headings to begin isk om Aht baad hassar gs ca creating a list of container or pup trailer tare EAA weight To edit existing information click Lone onthe number The Container Table or Pup Trailer Table appears Container List Admin 24 Click New to create a new item Note See Section 4 0 for function button descriptions Container Table E Container Number Expiration Date i The Container Pup Trailer Table contains the following items Container Number Each item must have an alphanumeric Container Pup Trailer Number 10 characters maximum Tare Weigh
118. ter clicking the Cash button the Transaction Detail table displays fields for entering the cash Amount and Check Weigh 70 Click Print Ticket to print the customer ticket and store the transaction in the database The following decision window appears Wiha u ee et The Dede Cie Toh ued if get Pree it a irad ler he eae on Pes bec Diis This ma Pet O Alaani iski i Tand hiir Cs Ticka Doi Feet Cpt Cee Print Ticket Decision Window Print Ticket Decision Window with Multiple Items Per Ticket see Section 8 4 Click Close Ticket and Print to print the ticket and store the transaction information in the TransAct database Click Close Ticket Don t Print to store the transaction information without printing the ticket Click Cancel to return to the Transaction Detail table 8 3 Transactions with Tare Weights Tare transactions use one of three tare fields Tarel Tare2 and Tare3 You can configure the names of these buttons for the specific application using the TransAct initialization file see Section 12 2 We will refer to Tare as Truck Tare2 as Container and Tare3 i as Pup Trailer When you select a tare a transaction Direction box becomes available Click Default Tare Names to select the material direction at the site Incoming or Outgoing 71 Weigh For example landfill operations are mostly incoming aggregate sand and gravel operations are mostly outgoing Select No T
119. the grace period in calendar days not business days If the grace period includes weekends be certain to include those calendar days in the grace period Click on the Apply Finance Charge box to apply a monthly finance charge to an unpaid previous balance TransAct applies any payment made during the billing period to the previous balance then applies the finance change to the remaining previous balance that was not covered by payments Example D amp D Disposal Co has a previous balance of 1 000 00 During the current billing period they made a payment for 800 00 If you set up a 1 5 Monthly Finance Charge TransAct calculates the finance charge to add as follows l 1 000 800 200 2 200 x 0 015 3 TransAct calculates the current balance by adding the unpaid previous balance finance charge and new charges We will use 300 of new charges during the billing period to finish the example Sy 200 3 300 503 Set up monthly finance charges in the Discounts and the Miscellaneous Rates tables The Discounts table applies special rates including finance charges to individual customer accounts The Miscellaneous Rates table applies rates to all customer accounts in the system These tables are explained in detail later in this chapter By default TransAct does not print a statement for accounts with a zero balance If you need to print statements for accounts with zero balances click to place an X in the Print
120. the installation TransAct automatically installs two category tables with common industry standards Solid Waste Application has categories for Hauler and Refuse and works well for a landfill or recycling operation General Application has categories for Hauler and Material and is more suited to gravel concrete and similar operations You can edit these tables later and add more categories to match your application more closely i a a ca Select the type of application Solid a Waste or General that more closely i daid Wanin Appkeaiion relates to your type of business lamman Aye oer Installation 4 The setup program looks for any previously installed versions of TransAct and recommends installation to that same directory For a first time installation the setup program recommends installation to the directory c transact Unless there is a particular reason do not change the directory Click OK to continue and accept the default installation directory a ae eee ne YT We The TransAct setup program EEA ATATEN A hae Sa nic S Ss mre starts installing the program files displaying a status bar to monitor the progress Default Installation Directory When prompted insert the remaining two installation disks Click OK to continue installation The AUTOEXEC BAT configuration file must include the command SHARE F 5100 L 500 for TransAct to run If TransAct needs to add this command the following message appears C
121. their respective holder s 17 Logins and Passwords 7 0 Administraton Setting Up TransAct 2 0 This section describes commands and submenus under the Admin icon of the main menu toolbar Click the Admin icon to view the available submenus Note Some features are only available in TransAct Plus 2 0 These features are marked Plus Only in this manual The submenus allow you to create detailed Customer Accounts for your database complete with IDs and tares for each customer s fleet of trucks trailers and containers You can build tables for each customer s selected Categories and create Permits for others who may be authorized to use a customer s account Admin also has database Utilities to save backup restore and archive files Use the Preferences submenus to set up tickets and establish communication between your scale printer and computer 7 1 Setting Up Customer Accounts Use Customer Accounts to create and edit customer accounts All weigh transactions are attached to a customer account in some way To begin creating or editing customer accounts click the Admin icon from the main menu toolbar Select Customer Accounts and click the left mouse button Note Those menu selections with an arrow next to them display another pull down menu when selected The Customer Accounts Table appears showing information for the first customer in the customer account table If you chose to install a sample dat
122. ticket the program returns to the Select Transaction table where you can create a new weigh transaction 8 2 2 Weigh Out Starting from the Select Transaction table select an open ticket Highlight the Ticket field and type the ticket number or account name or click the single down arrow next to the Ticket field to produce a drop down box listing all open transaction tickets 69 Weigh Click the open Ticket number to complete the Weigh Out Note Depending on the List Order you selected in the Weighing Options window you can enter the ticket by typing a Code or Description The Transaction Detail table appears containing the information recorded at the beginning of the transaction Tooo Transaction Detail Window If you selected an incorrect ticket click Cancel The total scale weight appears in the weight Out box The net weight is calculated and displayed in the Net weight box Use the single down arrow to the right of the Bill To Account field to change the billing account if different from the Customer Account Use the single down arrow to the right of the Category fields to select a different category Use the function buttons on the right of the window to add Notes receive a Cash payment and Print the ticket Click Notes to add a message to the customer we l hoi in Fsi Click Cash to record a cash payment received Ama arin at the time of transaction completion Af
123. to create a multiple item ticket for a truck carrying two appliances and four tires that need to be entered as separate Count transactions The truck also carries several bags of garbage that require the attendant to create a separate Weigh transaction It is easiest to create transactions for the appliances and tires first To start the transaction click the Weigh icon from the menu bar The Select Transaction window appears in the Weigh form Select an Account Job Permit or Truck ID to start the transaction Note Depending on the List Order you selected in the Options window you can enter the account by typing a code or description Use the Ese Escape key to clear any information typed incorrectly For this example we select an Account Ni AH Tueacioe beormis 0 UIT he Page Opaces Dyes Fete Degn a nma hancectee bp entcong a value m ore of theo birir 11 k Dipa a ba Monee Fl are Selene Tian enw Paii Dib Hariri I HERH ing lra cd L L z I I Flan Combet Cz Long Lae line H Lewa Hood Ti ed Complete a ia Tan Elsan Viage of E Tan ka i uF Pal Tizk i 4 Hea lini re aa Chap Chap Shop 5 Ace Laka Cer of lao Tose of a Eau Chae DOT Theses Fap rn 0 Hi ii After selecting an account the Transaction Detail form appears The first transaction will dispose of the appliances Weigh 76 Lra Aabtesh apy Bee Bibek Fiii Pice
124. to the ticket 81 Weigh 8 4 2 Dual Scale Operation See Section 7 7 3 for information on Dual Scale operation 8 5 Axle Weighing A Warning Axle weighing is not NTEP certified You can activate axle weighing by adding the following line to the Weigh Options section of the transact ini file AxleWeighing On To learn more about editing the ini file see Section 12 2 When you activate axle weighing a button for recording axle weights becomes available in the Transaction Details form Each time you click the Axle button TransAct adds an axle weight to the Weight In or Weight Out box You can click Axle up to five times to add five axle weights together The Weigh window title bar displays each axle weight To delete axle weights hold down the Shift key and click Axle Wook Age 000 Asie 3 BLL tetai Chan rere at gc on Ta d iewe HAW PAOA ON EE pj Weigh 82 9 0 Accounting Use this section to set up rate tables create and print customer statements and record customer payments 9 1 Defining Rates and Taxes TransAct uses rates to calculate charges after completing a transaction These charges are based on measured rates minimum charges discounts and taxes Units of measure available for calculating charges are weight pounds or kilograms yard and count Rates are based on one of the four category tables 1 e Refuse You can set up three different Rates
125. tructions explain how to install TransAct on an individual workstation using Windows 3 1 or Windows 95 Before running the setup program ensure that your system is currently running Windows 3 1 or higher It is important to be familiar with the basic navigation techniques of using Windows If you are not familiar with moving around in Windows review your Windows User s manual Note Before beginning the installation quit any open programs then log off any networks to which your computer is connected 2 1 Installation Insert the TransAct diskette labeled Disk 1 of 3 in drive A or B Windows 3 1L Windows 95 Choose File Run from the Select Start from the taskbar Program Manager menu Then i click Pepret Od anejer j Run lieig 3 Installation In the Command Line 3 1 or Open 95 field type a setup or b setup depending on the disk drive you are using Windows 3 1 Windows 95 oo HA Winders val open Hh pa ee or cm m Z Tue Hi ayes a paa bake de hea een Click OK to start the installation program A brief installation explanation prompt appears below Thank you for purchasing TransAct for Windows 2 0 This installation program will install TransAct onto your hard disk If you have purchased a previous version of TransAct this program will find it and suggest installation in the same directory We strongly recommend you accept this suggestion Click OK to continue with
126. types Tonnage o E and Charges and Payment Credits ii Reporting 104 The Minor Sort Order functions the same as Major Sort Order previous page Again other fields will become available depending on the item selected General Report Options General report options include Detail Level Detailed or Summary Transaction Type All Incoming or Outgoing and Date range Print Options Allows you to View a report before printing or select Printer to send the report directly to the printer When you Select Printer as the Destination you must select the number of Copies to print feed Hrpra I pores Dim Lied eres Tromeni Tres rc crura Frew Gate lt 13s Tamsa ne bemi Dig ors Derese T zapisu x Once you select the report criteria click the View button to see the report on screen or click Print to send the report to the printer The View report contains a row a function buttons that control how you view the report on screen The buttons function as follows View the first page of the report View the previous page of the report View the next page of the report View the last page of the report to m I a E Print the report Stop allows the user to stop generation of the report Zoom magnify or shrink view of the report To return to the Report Options window select Reports from the Reporting pull down menu The Report Options window displays the previously selected criteria After you qu
127. ultiple item ticket Trial cer arkan Bppn a raa ee ee ee d ee oe E ma bei c EEE Fok licct ia l meae a ama dan bp key ar agen te brid Al peers g ieee eee i r Reopen a ticket when you need to add items to the transaction If the last item you entered was a weight TransAct may use the item as the Weigh In for the new transactions Weigh 80 Example Ticket 385 1 contained two transaction items before the third item was weighed the ticket closed To reopen the ticket select Reopen a multiple item ticket A message box appears Enter the ticket number you want to reopen then click Cancel OK Enter ticket number The following message may appear Do you want to use the last weigh out 2400 as the starting weight Note This message only appears if the last transaction item was a weighed item Click Yes to use the previous weight as the Weight In value Click No to accept the weight on the scale as the Weight In value The Transaction Detail form appears with the weight and category items from the last transaction displayed Wight US Pe Wednedday iecembes LO 15957 Deancacteon elme Jacket Number j ED TAE AAA Select the correct category items 1 e Refuse Once the weight on the scale stabilizes click Print Ticket A dialog box appears with a list of print options Click Close Ticket and Print to complete the transaction or click on of the Add Item buttons to add another item
128. umCharges 4 RateBasis Pounds Tax1 State Tax Federal Taxid Rate1l Local Rate Rate State Rate Rated Enter the category number corresponding to the category after the equal sign Rates Measured Rates 4 Minimum Charges 4 12 2 7 Category 1 4 The ini file contains a similar section for each of the four category tables TransAct automatically configures two main categories during installation You may want to rename a category so it more closely relates to your business Or you may also want to activate one or more of the empty categories Sample empty category Category 2 Title SubCat1l SubCat1iTitle SubCat2 SubCat2Title 113 Appendix The category name is displayed in the Title section To activate main category 2 enter the new category name you would like directly after Title Each main category can have up to two subcategories defined by SubCat1Title and SubCat2Title To define the subcategories enter the subcategory names directly after SubCat 1Title and SubCat2Title Save the change in Notepad then exit Notepad and restart TransAct The new category then appears on customer accounts and on Weigh forms Example 1 Changing Category Names Let s use a solid waste operation for an example When you installed TransAct you set up Hauler and Refuse as your two categories however instead of Refuse you prefer to use the word Product Open Notepad Select File Open Find transact ini in the Windows
129. ure available in the Measured Rates table are weight pounds and kilograms yards and count Note You can define amaximum of three Rate tables 9 4 1 Total Charge Rate 1 Rate 2 Rate 3 Example Total Charge Net Weight x Rate 1 Net Weight x Rate 2 30 50 1800 x 019 1800 x 0035 Rate Table 1 Choose Measured Rates from the Accounting pull down menu to define measured rates for the first rate table Click on the desired Measured Rate to edit in this case Local Rate 87 Accounting pa Teno ari Piit Hari Mentos Live Diani are eur Pan pi a tai The Local Rate table appears Use this table to define system default rates and individual category item rates Local Rate Ea Receivable Payable Receivable Payable C By Pound 0 12500 By Pound 0 1 0000 By Yard 25 00000 By Yard By Unit Count 10 00000 By Unit Count 0 00000 Taxes Applied E County Tax x State Tax Update Individual Refuse Codes GE Sawe Ondo If you want the rates calculated by the ton figure the rate per pound by dividing the rate per ton by 2 000 Example A land fill uses a default charge of 25 00 per ton To figure the rate per pound divide 25 by 2 000 25 2000 0125 Select which taxes to apply to this rate in the Taxes Applied box To apply a tax click the box next to the desired tax An X appears to designate the taxes selected Click the box again to undo the apply tax Click Save to stor
130. use Crystal Reports for Visual Basic Version 2 0 When saving the modified report select Save As from the File pull down menu and replace the G in the file name with the letter C examples CFACCT RPT CFAGING RPT etc Always preserve the original file report Save the modified file in the TransAct installation subdirectory When selecting a report type TransAct uses the report type beginning with the letter C first If TransAct does not find a custom report it uses the report beginning with the letter G By changing the first letter of the file name future software upgrades will not erase the changed reports TransAct automatically uses the modified standard report in place of the distributed standard report 12 4 Creating Custom Format Print Tickets TransAct s default ticket format default gtk is stored in a separate file on your hard drive TransAct uses this file as a template when generating transaction tickets in the program For these instructions it is assumed that you have not moved the original default gtk ticket format file and the file is still in the same directory c transact default gtk where TransAct installed it Appendix 118 File Hame Directories default gtk c transact crpe _dil E gt eA crpstal ybx i l ctl3d_dil transac dbsave_mdb default gtk fprun300 dll gauge Yby List Files of Type Drives All Files 7 d c ms dos_ 6 A sample default ticket format is shown at righ
131. vailable in the Totals window Reporting 102 The button changes to the Scan button to allow toggling between the Totals and Transaction List windows Click to scan transactions that meet the selected criteria and create the transaction list table The button changes to the Totals button to allow toggling between the Transaction List and Totals windows Delete Selected Click to delete a selected transaction aL E Click to print the Transaction or Totals list Done Click to return to the Selection Criteria table 10 2 Reports The Reports command provides users with several ways to compile their database information into a report TransAct allows the user to select criteria to include in a report Report Types include e Tonnage and Charges e Truck Listings e Tare Listings e Category Listings e Payments Credits Plus Only e Permit Listings Plus Only e Account Listings e Aging Plus Only e Charges Plus Only e Balances Reconciliation Plus Only The type of report selected activates deactivates or expands available report criteria fields Report criteria fields include e Transaction Type e Sort Order e Account Number e Destination e Detail Level e Copies e From Date e To Date Notei A report field is inactive if it is grayed out To generate a report Select Reporting Select Reports to access the Report Options window 103 Reporting F a Waa iddu aioe Drea eal ger
132. ware accompanying the SOFTWARE will be free from defects in materials and workmanship under normal use and service for a period of one 1 year from the date of receipt Any implied warranties on the SOFTWARE and hardware are limited to ninety 90 days and one 1 year respectively Some states countries do not allow limitations on duration of implied warranty so the above limitation may not apply to you CUSTOMER REMEDIES Rice Lake Weighing Systems and its suppliers entire liability and your exclusive remedy shall be at Rice Lake Weighing Systems option either a return of the price paid or b repair or replacement of the SOFTWARE or hardware that does not meet Rice Lake Weighing Systems Limited Warranty and which is returned to Rice Lake Weighing Systems with a copy of your receipt This Limited Warranty is void if failure of the SOFTWARE or hardware has resulted from accident abuse or misapplication Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or thirty 30 days whichever is longer NO OTHER WARRANTIES Rice Lake Weighing Systems and its suppliers disclaim all other warranties either express or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose with regard to the SOFTWARE the accompanying written materials and any accompanying hardware This limited warranty gives you specific legal rights You may have others which vary

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