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╔════════════════════════════════════════════════════════════════════════════╗ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░ DAYO TIME & BILLING ░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ╚╦══════════════════════════════════════════════════════════════════════════╦╝ ║ ║ ║ ║ ║ ████████████░ ████░ ██░ ██░ ██████░ ║ ║ ██░ ██░ ████░ ████░ ██░ ║ ║ ██░ ██░ ██▀██░ ██▀██░ ██░ ║ ║ ██░ ██░ ██░███░ ███░██░ ██░ ║ ║ ██░ ██░ ██░ ███░███░ ██░ █████░ ║ ║ ██░ ██░ ██░ █████░ ██░ ██░ ║ ║ ██░ ██░ ██░ ███░ ██░ ██░ ║ ║ ██░ ██░ ██░ █░ ██░ ██░ ║ ║ ██░ ████░ ██░ ██░ ███████░ ║ ║ ║ ║ ║ ║ ║ ║ ▄█▄ ║ ║ ██░██░ ║ ║ ██▀ ║ ║ █▀█▄ ║ ║ █▀ ▀█▄█░ ║ ║ █▄ ██▄ ║ ║ ▀███▀▀ ▀ ║ ║ ║ ║ ║ ║ ║ ║ ██▄██████░ ████░ ██░ ██░ ████░ ██▄ ██░ ▄███████░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ████░ ██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ █████░ ██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░███░ ██░ ██░ ║ ║ █████████░ ██░ ██░ ██░ ██░ ██░ ███░ ██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░ ███░██░ ██░ █▀██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░ █████░ ██░ ██░ ║ ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░ ████░ ██░ ▄██░ ║ ║ ██▀██████░ ████░ ███████░ ███████░ ████░ ██░ ███░ ▀██████▀ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Invoices, Point of Sale, Receivables, Inventory ║ ╔╩══════════════════════════════════════════════════════════════════════════╩╗ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░ Copyright (c) 1990-92, TJS LAB ░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ PO Box 585366 ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░ Orlando, Florida 32858-5366 ░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ║░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB ■ SOFTWARE SUPPORT POLICY 1. TJS LAB does not support users of unregistered DAYO products with the exception of installation questions. 2. Support (included with registration) remains in effect for 3 months after date of registration or upgrade. 3. Support is available through the following methods: - Phone/Voice Mail: (407) 291-3960/6987 - U.S. Mail: TJS LAB, PO Box 585366, Orlando, FL 32858-5366 - Compuserve Easyplex: 76367,1401 4. Any errors ("bugs or features') in the program will be corrected and the 'fix' sent promptly (via modem if possible). DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 1 ............... INTRODUCTION 1 ............... COPYRIGHT/LICENSE 2 ............... DISCLAIMER 2 ............... REQUIREMENTS *** 2 ............... SETUP 3 ............... MAIN MENU 3 ............... ENTER NAME OR PASSWORD 4 ............... INITIAL DATA ENTRY 4 ............... CURRENT ROUTINES 5 ............... CREATE INVOICE 5 ............... SELECT THE CUSTOMER/CLIENT TO BE INVOICED 6 ............... FULL SCREEN EDIT - F2 6 ............... CUSTOMER/CLIENT NOTES - F3 6 ............... IMPORT TEXT FILE - F2 7 ............... PRINT OPTIONS - F4 7 ............... PRINT SELECTED LINES 7 ............... DIRECT OUTPUT TO PRINTER OR FILE 8 ............... SELECT PROJECT 10 ............... PROJECT NOTES 11 ............... SELECT ITEM(S) TO BE BILLED & INVOICED 12 ............... ADD ITEM TO INVOICE 12 ............... ENTERING SERIAL NUMBERS 13 ............... EDITING SELECTED DETAIL ITEMS 13 ............... DISPLAY HISTORY OF SALES FOR SELECTED CUSTOMER 14 ............... FIND ITEM - F5 14 ............... FIND DESCRIPTION - F6 14 ............... FIND VENDOR + DESCRIPTION - F7 14 ............... FIND VENDITEM - F8 14 ............... FIND TYPE - F9 14 ............... FINISHED SELECTING ITEM(S) 15 ............... FINAL EDIT SCREEN 16 ............... MULTIPLE SHIPTOS 17 ............... SELECT TYPE 18 ............... SELECT TERMS 18 ............... MULTIPLE TERMS 19 ............... SELECT SHIPPER 20 ............... FREIGHT PERCENTAGE 21 ............... SELECT TAX RATE 21 ............... RECEIVE INVOICE AMOUNT FROM CUSTOMER/CLIENT 22 ............... LAST CHANCE TO ABORT INVOICE 22 ............... PRINT & POST INVOICE 23 ............... POSTING PROGRESS 24 ............... EXAMPLE OF STANDARD INVOICE 25 ............... BROWSE INVOICE HEADERS DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 26 ............... FULL SCREEN EDIT - F2 26 ............... ADD A BLANK INVOICE HEADER RECORD 26 ............... DELETE INVOICE HEADER RECORD 27 ............... BROWSE INVOICE DETAIL - F3 27 ............... FIND INVOICE - F5 27 ............... FIND SHIPNAME - F6 27 ............... FIND CUSTOMER - F7 27 ............... FIND PROJECT - F8 28 ............... BROWSE INVOICE DETAIL RECORDS 29 ............... FULL SCREEN EDIT - F2 29 ............... ADD A BLANK INVOICE DETAIL RECORD 29 ............... DELETE INVOICE DETAIL RECORD 30 ............... BROWSE PROJECTS 31 ............... FULL SCREEN EDIT - F2 31 ............... ADD NEW PROJECT - CTRL N 32 ............... REPRINT INVOICE 33 ............... CUSTOMERS/CLIENTS 34 ............... FULL SCREEN EDIT - F2 34 ............... EDIT/VIEW CUSTOMER/CLIENT NOTES - F3 35 ............... IMPORT/MERGE TEXT FILE - F2 35 ............... PRINT OPTIONS - F4 36 ............... CUSTOMER/CLIENT SNAPSHOT SUMMARY - CTRL F1 37 ............... FIND - F5, F6, F7, F8, F9 38 ............... BROWSE SALES PERSON/REP DATABASE 38 ............... FULL SCREEN EDIT - F2 39 ............... BROWSE SHIPTOS DATABASE 40 ............... FULL SCREEN EDIT - F2 41 ............... BROWSE SHIPPERS/METHODS OF SHIPMENT 42 ............... BROWSE TERMS 43 ............... BROWSE TAXCODES/TAXRATES 44 ............... BROWSE TYPES 45 ............... RECEIVABLES 46 ............... POST INVOICES 47 ............... PROGRESS GRAPH 48 ............... CASH RECEIPTS 48 ............... CASH RECEIPTS SCREEN 49 ............... SELECT/FIND CUSTOMER/CLIENT 50 ............... APPLY CREDIT 51 ............... APPLYING THE CASH RECEIPT 51 ............... EXITING CASH RECEIPTS 52 ............... STATEMENTS 52 ............... STANDARD STATEMENTS 53 ............... SELECT/FIND CUSTOMER/CLIENT 54 ............... DIRECT TO PRINTER OR FILE DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 55 ............... EXAMPLE OF STANDARD STATEMENT 56 ............... SERVICE STATEMENTS 57 ............... SELECT/FIND CUSTOMER/CLIENT 58 ............... DIRECT OUTPUT TO PRINTER OR FILE 59 ............... EXAMPLE OF SERVICE GRAPH 60 ............... BROWSE AR INVOICE HEADER RECORDS 61 ............... FULL SCREEN EDIT - F2 62 ............... BROWSE AR INVOICE DETAIL RECORDS 63 ............... FULL SCREEN EDIT - F2 64 ............... BROWSE RECEIPTS 65 ............... FULL SCREEN EDIT - F2 66 ............... BROWSE APPLIED RECEIPTS 67 ............... FULL SCREEN EDIT - F2 68 ............... RESET BALANCE DUE FOR CUSTOMERS/CLIENTS 69 ............... PROGRESS GRAPH 69.1 ............... STATEMENT LETTERS 69.2 ............... EDIT STATEMENT LETTER - FORM LETTER 69.2 ............... SPECIAL FORM LETTER CODES 70 ............... INVENTORY 71 ............... BROWSE INVENTORY 72 ............... FULL SCREEN EDIT - F2 73 ............... WAREHOUSES - F4 74 ............... WAREHOUSE TRANSFER 74 ............... INVENTORY ADJUSTMENT - SHIFT F1 75 ............... ADD NEW ITEM - CTRL N 75 ............... DELETE AN ITEM - CTRL U 75 ............... FIND ITEM - F5 75 ............... FIND DESCRIPTION - F6 76 ............... FIND VENDOR + DESCRIPTION - F7 76 ............... FIND VENDITEM - F8 76 ............... FIND TYPE - F9 77 ............... BROWSE WAREHOUSE DATABASE 78 ............... FULL SCREEN EDIT - F2 79 ............... BROWSE WAREHOUSE NAMES 80 ............... FULL SCREEN EDIT - F2 81 ............... BROWSE INVENTORY ADJUSTMENTS 82 ............... FULL SCREEN EDIT - F2 83 ............... BROWSE SPECIAL PRICES DATABASE 84 ............... FULL SCREEN EDIT - F2 85 ............... CONFIGURATION 85 ............... CONFIGURATION OPTIONS LISTING 86 ............... COMPANY NAME 86 ............... COMPANY ADDRESS 86 ............... COMPANY TELEPHONE 86 ............... LAST CUSTOMER ACCOUNT NUMBER 86 ............... AUTOMATICALLY PRINT INVOICES AFTER INVOICING 87 ............... LAST INVOICE NUMBER DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 87 ............... INVOICE PRINTER TYPE 87 ............... SHADE LASER PRINTER FORMAT 88 ............... INVOICE PRINTER PORT 88 ............... NUMBER OF INVOICE COPIES TO PRINT 88 ............... DEFAULT INVOICE COMMENT 88 ............... STATEMENT PRINTER TYPE 89 ............... SHADE LASER STATEMENTS 89 ............... STATEMENT PRINTER PORT 89 ............... NUMBER OF STATEMENT COPIES TO PRINT 89 ............... DEFAULT STATEMENT COMMENT 89 ............... LAST PROJECT NUMBER 90 ............... CUSTOMER/CLIENT TITLE 90 ............... PROJECT TITLE 90 ............... QUANTITY TITLE 90 ............... DEFAULT PROJECT RATE 90 ............... INVENTORY LOCATION/DIRECTORY 91 ............... CUSTOMER DATABASE LOCATION/DIRECTORY 91 ............... PRICE BOOK DATABASE LOCATION/DIRECTORY 91 ............... CURRENT DIRECTORY DATABASE LOCATION 92 ............... DEFAULT TAX CODE 92 ............... DEFAULT INVOICE TYPE 93 ............... DEFAULT SHIPPER/METHOD OF SHIPMENT 93 ............... DEFAULT TERMS 93 ............... DEFAULT TERMS CODES 94 ............... ALLOW BROWSE EDITING 94 ............... ALLOW CUSTOMER ADD 94 ............... ALLOW INVENTORY ITEM ADD 94 ............... OVERRIDE ONHAND WHILE INVOICING 95 ............... USE CREDIT LIMIT 95 ............... DEFAULT CREDIT LIMIT 95 ............... POST RETURNS/REFUND TO THE INVENTORY 95 ............... TAX THE ADJUSTMENT FIELD ON THE INVOICE 96 ............... DEFAULT FREIGHT PERCENTAGE 96 ............... SERIAL CASH DRAWER 96 ............... CASH DRAWER SERIAL PORT 96 ............... PARALLEL CASH DRAWER 96 ............... PARALLEL CASH DRAWER PORT 97 ............... PARALLEL CASH DRAWER SETUP CODE 97 ............... REPORT PRINTER TYPE 97 ............... REPORT PRINTER PORT 97 ............... VISUAL INDEXING 98 ............... AUTOMATIC DAILY INDEXING 98 ............... COLOR MONITOR 98 ............... COLOR INTENSITY 99 ............... REPORTS DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 99 ............... REPORT LISTING 100 ............... PRINTER DRIVER/SETUP 100 ............... PRINTER DRIVER/SETUP OPTIONS 101 ............... CHANGE DEFAULT PRINTER 102 ............... FULL SCREEN EDIT - F2 102 ............... PRINTER DRIVER DATABASE FIELD DEFINITIONS 103 ............... ABBREVIATED OPEN ORDER REPORT 104 ............... EXPANDED OPEN ORDER REPORT 105 ............... POS HEADER REPORTS 106 ............... POS DETAIL REPORTS 107 ............... EXAMPLE OF PAST 12 MONTHS SALES GRAPH 108 ............... EXAMPLE OF PAST 12 MONTHS SALES GRAPH SUMMARY 109 ............... PAST 12 WEEKS SALES GRAPH 109 ............... EXAMPLE OF PAST 12 WEEKS SALES GRAPH 110 ............... EXAMPLE OF PAST 12 WEEKS SALES GRAPH SUMMARY 111 ............... AGEING REPORT 112 ............... AGEING SUMMARY 113 ............... AR HEADER SALES & EARNINGS REPORT 114 ............... AR DETAIL SALES & PROFIT REPORT 115 ............... CUSTOMER/CLIENT CREDIT STATUS REPORT 116 ............... CUSTOMER/CLIENT CREDIT HISTORY REPORT 118 ............... CUSTOMER/CLIENT EXPANDED REPORT 119 ............... CUSTOMER/CLIENT DUMP REPORT 120 ............... CUSTOMER/CLIENT MEMO/NOTES REPORT 121 ............... EXAMPLE OF CUSTOMER/CLIENT NOTES 122 ............... LABELS - CUSTOMER/CLIENT BILL TO ADDRESS 122 ............... LABELS - CUSTOMER/CLIENT SHIP TO ADDRESS 123 ............... CASH RECEIPTS REPORT 124 ............... TYPE REPORT 124 ............... EXAMPLE OF TYPE REPORT 125 ............... SHIPPERS REPORT 125 ............... EXAMPLE OF THE SHIPPERS/METHOD OF SHIPMENT 126 ............... TERMS REPORT 126 ............... EXAMPLE OF A TERMS CODE REPORT 127 ............... TAXCODE REPORT 127 ............... EXAMPLE OF A TAXCODE/TAXRATE REPORT 128 ............... SALES PERSON/REP REPORT 129 ............... EXPANDED INVENTORY REPORT 130 ............... INVENTORY ADJUSTMENTS 131 ............... WAREHOUSE REPORT 132 ............... REORDER REPORT 133 ............... MOVEMENT REPORT 134 ............... INVENTORY TAGS 135 ............... REPRINT INVOICE DAYO TIME & BILLING TJS LAB Table of Contents Page Subject ──── ─────────────────────────────────────── 136 ............... SELECT INVOICE FOR REPRINTING 137 ............... FORMATTED CUSTOMER NOTES 137 ............... SELECT/FIND YOUR CUSTOMER/CLIENT 138 ............... EXAMPLE OF FORMATTED CUSTOMER/CLIENT NOTES 139 ............... FORMATTED PROJECT NOTES 141 ............... BIG LABELS 142 ............... BIG LABELS CONFIGURATION 143 ............... CONFIGURATION STATUS REPORT 144 ............... EXAMPLE OF CONFIGURATION STATUS REPORT 145 ............... VIEW REPORTS ON SCREEN 146 ............... REPORT VIEWING SCREEN 146 ............... MISCELLANEOUS ROUTINES 146 ............... MISC ROUTINES MENU 147 ............... APPEND FROM 149 ............... BROWSE DATABASES 151 ............... COPY (.DBF) TO 153 ............... CREATE DATABASE 155 ............... DELETE RECORDS 156 ............... ERASE FILE 156 ............... EXIT TO DOS 157 ............... INDEX A DATABASE 158 ............... LIST FIELDS 161 ............... MODIFY DATABASE 162 ............... PACK DATABASE 163 ............... RECALL RECORDS 163 ............... RETURN TO MENU 163 ............... RUN (DOS COMMAND) 164 ............... SIMPLE EDITOR 165 ............... SORT DATABASE 166 ............... TYPE (PRINT) FILE 167 ............... ZAP DATABASE 169 ............... HELP SCREENS 171 ............... EXPANDED HELP 171 ............... USER DEFINED & INPUTTED HELP SCREENS/MESSAGES 173 ............... VIEW DOCUMENTATION ONSCREEN 174 ............... DATABASE STRUCTURE 183 ............... DATA DICTIONARY 189 ............... DAYO POS MAINTENANCE & QUIRKS 191 ............... TJS LAB, CUSTOM CODING DAYO TIME & BILLING TJS LAB Page: 1 ■ INTRODUCTION DAYO Time & Billing comprises a system of creating invoices for services and/or products. DAYO Time & Billing is contains many features and functions found in many of the other DAYO modules. It has support for an inventory, receivables, projects/jobs/cases, and customers/clients. Other features include: multiuser, unlimited customers/clients, unlimited projects/jobs/ cases, project notes, customer notes, 30+ reports, onscreen viewing of reports, databases are dBase (tm) compatible, laser formats for invoices and statements, 2 styles of statements/bills, printer setup & drivers, cash drawers, and over 46+ configurable options. Some Other DAYO Products: DAYO Inventory Inventory Control, Vendors, Purchasing, Receiving DAYO POS Point of Sale (Billing and Invoicing) DAYO Quotes Sales Quoting System DAYO Price Books Special pricing for your customers as well as a wide range of product catalogs/reports DAYO AR Accounts Receivable DAYO AP Accounts Payable DAYO BO Back Orders DAYO GL General Ledger DAYO MRP Materials Requirement Planning DAYO PAYROLL Payroll DAYO EOP End Of Period Posting DAYO Passwords Password protect your DAYO system DAYO Smart Reports A variety of reports pertaining to the above modules DAYOX Network/LAN Index Maintenance Utility ■ COPYRIGHT/LICENSE This manual and software is copyrighted with all rights reserved by TJS LAB. No copying of this manual or software is authorized without the prior written consent of TJS LAB. An exception to this rule is the making of backup copies of registered software disks. No RESALE of any part of the source codes is authorized without the prior written consent of TJS LAB. TJS LAB retains all rights to DAYO Time & Billing software, documentation, and source codes. DAYO TIME & BILLING TJS LAB Page: 2 ■ DISCLAIMER No warrant is made that this software will work in all environments, or with all resident programs and hardware configurations. TJS LAB has tested this software in many environments and found it to perform as expected, however, this software is licensed "AS IS". TJS LAB will not be liable for any damage done to your data, hardware and/or software systems as a result of using DAYO Time & Billing. ■ REQUIREMENTS *** IBM or Compatible CPU 640K memory * DOS 3.3 or above Hard Disk ■ SETUP Run the SETUP program supplied on the 'DAYO Menu, Clock & Setup' disk if you have it. If you do not have the Setup disk, copy the DAYO Time & Billing files into a directory on your hard disk (ie: \DAYOTB). DAYO TIME & BILLING TJS LAB Page: 3 ■ MAIN MENU From the main menu, use the arrow keys to highlight the option that you wish to run, then press Enter/Return. DAYO Time & Billing V4.00 TJS LAB, Inc. ┌─────[June 1992]────┐ Copyright (c) 1990-1992, All Rights Reserved │S M T W T F S │ ╓────────────────────╖ ╞════════════════════╡ ║ 1 CURRENT ║ ██▄████░ ▄███▄ ██░ ██░ ██████░ │ 1 2 3 4 5 6│ ╟────────────────────╢ ██░ ██░ ██░██░ ██░ ██░ ██░ ██░ │ 7 8 9 10 11 12 13│ ║ 2 RECEIVABLES ║ ██░ ██░ ██░██░ ▀████▀ ██░ ██░ │14 15 16 17 18 19 20│ ╟────────────────────╢ ██░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██░ │21 22 23 24 25 26 27│ ║ 3 INVENTORY ║ ██░ ██░ ██░ ██░ ██░ ██░ ██░ │28 29 30 │ ╟────────────────────╢ █▀█████░ ██░ ██░ ██░ ██████░ │ │ ║ 4 CONFIGURATION ║ └────────────────────┘ ╟────────────────────╢╓──────────┤ DAYO TIME & BILLING STATISTICS ├──────────╖ ║ 5 REPORTS ║║ CURRENT DRIVE: FREE DISK SPACE: 49,111,040 ║ ╟────────────────────╢╟──────────────────────────────────────────────────────╢ ║ 6 MISC ROUTINES ║║ DATABASE NAME RECORDS SIZE ║ ╟────────────────────╢╟──────────────────────────────────────────────────────╢ ║ 7 EXIT ║║ INVOICE.DBF Invoice Headers 23 11K ║ ╚════════════════════╝║ DETAIL.DBF Invoice Detail 195 31K ║ Select Option ║ CUSTOMER.DBF Customers/Clients 6 4K ║ █████████░ ██▄████▄ ║ CUSTMEMO.DBT Notes 14K ║ ██░ ██░ ██░ ║ PROJECTS.DBF Projects/Jobs/Cases 14 2K ║ ██░ ██▄▄▄▄█░ ║ PROJECTS.DBT Notes 49K ║ ██░ ██░ ██░ ║ INV.DBF Inventory 11 4K ║ ██░ ██░ ██░ ║ ARH.DBF Posted AR Headers 6 4K ║ ██░ ██▀████▀ ╚══════════════[ Press Alt F9 To Reindex ]═════════════╝ Maintain/Create Invoices, Projects & Customers ■ ENTER NAME OR PASSWORD Before entering any of the menu options a prompt will appear requesting your name or password (if DAYO Passwords is installed). ┌────────────────────────────────────────────────────────────────────────────┐ │┌──────────────────────────────────────────────────────────────────────────┐│ ││ Enter Your Name: Tom ││ │└──────────────────────────────────────────────────────────────────────────┘│ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 4 ■ INITIAL DATA ENTRY All the data, in all the DAYO databases can be edited without going through a 'formal' data entry screen. The BROWSE options permit you to edit and/or create new records. This option is available, but it is not recommended for use whenever a more formal data entry screen or routine is available (ie: the invoicing and posting processes). You may want to enter some inventory items and customers/clients. Note, you can overwrite the default records that are generated when you initially set up DAYO... ■ CURRENT ROUTINES The first main menu option (CURRENT) contains routines that allow you to create invoices, and maintenance invoices, projects, customers/clients, sales persons/reps, ship to addresses, terms codes, tax codes/rates, type codes, and to open/close the cash drawer (if installed). DAYO Time & Billing V4.00 TJS LAB, Inc. INVOICE ┌─────[June 1992]────┐ ╔════════════════════════╗All Rights Reserved │S M T W T F S │ ║ INVOICES ║ ╞════════════════════╡ ╟────────────────────────╢▄████░ ▄███▄ ██░ ██░ ██████░│ 1 2 3 4 5 6│ ║ CREATE INVOICE ║░ ██░ ██░██░ ██░ ██░ ██░ ██░│ 7 8 9 10 11 12 13│ ║ BROWSE INVOICE HEADERS ║░ ██░ ██░██░ ▀████▀ ██░ ██░│14 15 16 17 18 19 20│ ║ BROWSE INVOICE DETAIL ║░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██░│21 22 23 24 25 26 27│ ║ BROWSE PROJECTS ║░ ██░ ██░ ██░ ██░ ██░ ██░│28 29 30 │ ║ REPRINT INVOICE ║█████░ ██░ ██░ ██░ ██████░│ │ ║ BROWSE CUSTOMER ║ └────────────────────┘ ║ BROWSE SALES PERSONS ║───────┤ DAYO TIME & BILLING STATISTICS ├──────────╖ ║ BROWSE SHIP TOs ║RRENT DRIVE: FREE DISK SPACE: 49,111,040 ║ ║ BROWSE SHIPPER CODES ║───────────────────────────────────────────────────╢ ║ BROWSE TERMS CODES ║TABASE NAME RECORDS SIZE ║ ║ BROWSE TAX CODES ║───────────────────────────────────────────────────╢ ║ BROWSE TYPE CODES ║VOICE.DBF Invoice Headers 23 11K ║ ║ OPEN CASH DRAWER ║TAIL.DBF Invoice Detail 195 31K ║ ╟────────────────────────╢STOMER.DBF Customers/Clients 6 4K ║ ║ Select Option ║STMEMO.DBT Notes 14K ║ ╚════════════════════════╝OJECTS.DBF Projects/Jobs/Cases 14 2K ║ ██░ ██▄▄▄▄█░ ║ PROJECTS.DBT Notes 49K ║ ██░ ██░ ██░ ║ INV.DBF Inventory 11 4K ║ ██░ ██░ ██░ ║ ARH.DBF Posted AR Headers 6 4K ║ ██░ ██▀████▀ ╚══════════════[ Press Alt F9 To Reindex ]═════════════╝ DAYO TIME & BILLING TJS LAB Page: 5 ■ CREATE INVOICE Creating an invoice involves the following steps, in this order: 1. Select the customer/client 2. Select the project/case/job 3. Select the items to be invoiced 4. Edit the invoice header record, including receiving any funds from the customer/client 5. Print & Post the invoice If for any reason an invoice was created in error or with errors, you have the option to delete/void it or correct it by utilizing the BROWSE INVOICE HEADERS &/or DETAIL routines... *** It is safe to perform any of these steps up to the PRINT & POST step which is where an invoice number is assigned and the inventory is adjusted. ■ SELECT THE CUSTOMER/CLIENT TO BE INVOICED/BILLED Highlight the customer/client you wish to select, then press enter. ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/01/90 ║ ╚═══════════════[ Select The Customer To Be Invoiced/Billed ]════════════════╝ CUSTOMER NAME ATTN ───────────╥────────────────────────────────╥───────────────────────────────── 30002 ║ Herman Goring ║ 30005 ║ Salley Fields ║ 30006 ║ Harry Harper III ║ Baldy 30007 ║ Terry Jerome Smith ║ Smitty 30008 ║ Sherry Lou ║ Mom 77777 ║ Patricia Greathouse ║ Pat 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN Esc (Abort) Enter/Return (Select) F1 (Help) F2 (Edit) F3 (Customer/Client Notes) Ctrl N (Add) Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) DAYO TIME & BILLING TJS LAB Page: 6 ■ FULL SCREEN EDIT - F2 If you desire to do some editing of the selected customer/client, or wish to see more information about the customer/client, then press F2. ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ CUSTOMER: 999999 LASTDATE: 09/01/90 │ │ NAME: CLIENT/CUSTOMER COMP TYPE: REG │ │ ATTN: STACY MORGAN CLASS: │ │ ADDR1: P.O. Box 5555 PBM: 0.000 │ │ ADDR2: PBL: 0.000 │ │ CITY: ANYCITY SALESPTD: 68144.89 │ │ STATE: XX SALESYTD: 58043.74 │ │ ZIP: 55555-5555 DUE: 2281.33 │ │ SHIPNAME: YOUR WAREHOUSE PAID_PURC: 3164.51 │ │ SHIPADDR1: 123 IVERY STREET LIMIT: 0.00 │ │ SHIPADDR2: ACTIVE: T │ │ SHIPCITY: ANYCITY TAXCODE: │ │ SHIPSTATE: XX │ │ SHIPZIP: 55555-5555 │ │ PHONE: (800) 555-5555 │ │ SALESPER: │ │ RATE: 100.000 │ │ TAXRATE: 0.0000 │ │ TERMS: CASH │ │ SHIPPER: US MAIL │ │ DATE: 08/25/90 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit 1/8 DAYO TIME & BILLING TJS LAB Page: 7 ■ CUSTOMER/CLIENT NOTES - F3 If you desire read/view/edit the customer/client notes, the press F3 before continuing. ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/01/90 ║ ─────────────────────────[ EDIT/VIEW Customer Notes ]───────────────────────── Sells Flowers wholesale. Always late paying bills. Received a request for more information on the petunias 03/09/90 ───────────[ Esc (Exit) F1 (Help) F2 (Import) F4 (Print) ]──────────── 133 bytes 4/0 ■ IMPORT TEXT FILE - F2 You can import data from text (ASCII) files by pressing F2, then entering the name (and location) of a file (must be less than 32,000 bytes). ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: \999999\NOTES.TXT │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 8 ■ PRINT OPTIONS - F4 Use this option to print all or portions of your customer/client notes to printer or file. This can be a means of exporting notes to your favorite work processor for more formating... ╔══════════[ Print Options ]════════════╗ ║ Select Option -> Print All ║ ║ Print Selected Lines ║ ║ Eject ║ ║ Line Feed ║ ║ Direct Output ║ ║ Exit ║ ╚═══════════════════════════════════════╝ ■ PRINT SELECTED LINES You can print only portions of the notes. Use this option to print specified lines. ╔══════════[ Print Options ]════════════╗ ║ ║ ║ ║ ║ Enter Starting Line: 4 ║ ║ Ending Line: 9999 ║ ║ ║ ║ ║ ╚═══════════════════════════════════════╝ ■ DIRECT OUTPUT TO PRINTER OR FILE Send the notes to a printer or file. ╔══════════[ Print Options ]════════════╗ ║ ║ ║ ║ ║ Send Output to Printer? (Y/N) ║ ║ ║ ║ Enter File Name: N999999.TXT ║ ║ ║ ╚═══════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 9 ■ SELECT PROJECT Before an invoice can be created, a project must be selected. If none exists for a customer/client, the following window will appear prompting you to enter the information about the project: ╔═══════════════════════════════════════════════════════════════════╗ ║ No Project/Case/Job exists for this customer/client! ║ ║ ║ ║ Therefore one has been created, Project #: 5.00 ║ ║ ║ ║ Rate: 100.000 ║ ║ Enter Project Name/Description: Jones vs Smith ║ ╚═══════════════════════════════════════════════════════════════════╝ If your customer/client already has project records (at least one), then a browse selection window will appear allowing you to find and select which project will be credited with this invoice. You still have the option of adding a new project record (press Ctrl N). ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/01/90 ║ ╚═══════════════════════════[ Select The Project ]═══════════════════════════╝ PROJECT CUSTOMER DESC NOTES RATE ────────╥──────────╥────────────────────────────────╥────────────╥──────────── 555555 ║ 999999 ║ GRASS CUTTING & YARD GROOMING ║ <Memo> ║ 45.500 555556 ║ 999999 ║ TELEVISION REPAIR ║ <Memo> ║ 50.000 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Esc (Abort) Enter/Return (Select) F1 (Help) F2 (Edit) F3 (Project Notes) Ctrl N (Add) Find: F5 (Project) F6 (Customer) F7 (Description) <INSERT ON> 1/10 DAYO TIME & BILLING TJS LAB Page: 10 ■ PROJECT NOTES - F3 Every project record has the option of attaching notes to it. Press F3 to bring up a simple editing screen for the project notes. Like customer/ client notes, these project notes can be printed during this edit. ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/01/90 ║ ╚═══════════════════════════[ Edit PROJECT Notes ]═══════════════════════════╝ 08/18/90: Replaced the main tube (picked up replacement at Joe's 08/20/90: Cleaned the screen and tightened the cable TV connections 08/22/90: Showed Mark how to turn the thing on! 08/24/90: Removed popcorn oil from the knobs 08/25/90: Assisted in the installation of a new speaker ═══════════[ Esc (Exit) F1 (Help) F2 (Import) F4 (Print) ]════════════ 2,988 bytes 1/0 DAYO TIME & BILLING TJS LAB Page: 11 ■ SELECT ITEM(S) TO BE BILLED & INVOICED This screen remains the same ONLY in that the customers Bill To address remains on the screen (top left). The little box on the upper right of the screen will contain a scrolling list of selected detail items, as well as a total cost of the detail items and the number of detail lines. The center of the screen contains key information about the currently highlighted inventory item. DAYO Time & Billing V3.0 Project: (555556) TELEVISION REPAIR ╔══════════════════════════════════════╦══[ Detail Items ]═══════════════════╗ ║ BILL TO: ║ Subtotal: Lines: ║ ║ CLIENT/CUSTOMER COMPANY, INC. ║ Item Qty Extended ║ ║ P.O. Box 5555 ║ ║ ║ ║ ║ ║ ANYCITY, XX 55555-5555 ║ ║ ╠═══[ Item Info ]══════════════════════╩═════════════════════════════════════╣ ║ Item Vendor Item Description Rate ║ ║ COURT Court Hearing 50.000 ║ ║ Onhand OnOrder Cost Retail Price Adj. Price PB Method ║ ║ 0 0 165.00 165.00 165.00 50.00 DEF 230.000║ ╚═════════════════[ Select Item(s) To Be Billed & Invoiced ]═════════════════╝ ITEM DESC ONHAND TI UNIT NS ────────────────╥────────────────────────────────╥─────────╥────╥──────╥────── COURT ║ Court Hearing ║ 0 ║ T ║ HR ║ T JAR-1 ║ Sample Item Description ║ 86 ║ F ║ EA ║ F LABOR ║ Labor ║ 566 ║ T ║ HR ║ T OCONSULT ║ Onsite Consultation ║ 0 ║ T ║ HR ║ T PREPTIME ║ Preparation Time ║ 546 ║ T ║ HR ║ T RESEARCH ║ Research ║ 0 ║ T ║ HR ║ T TCONSULT ║ Telephone Consultation ║ 456 ║ T ║ HR ║ T Esc (Exit) Enter/Return (Select) F1 (Help) F2 (Edit) F10 (History) Find: F5 (Item) F6 (Desc) F7 (Vendor) F8 (Vendor Item) F9 (Type) 7/10 DAYO TIME & BILLING TJS LAB Page: 12 ■ ADD ITEM TO INVOICE Press Enter/Return to select the highlighted item. Prompts will appear allowing you to adjust the price, cost, description and quantity or time. DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING ╔══════════════════════════════════════╦══[ Detail Items ]═══════════════════╗ ║ BILL TO: ║ Subtotal: Lines: ║ ║ CLIENT/CUSTOMER COMPANY, INC. ║ Item Qty Extended ║ ║ P.O. Box 5555 ║ ║ ║ ║ ║ ║ ANYCITY, XX 55555-5555 ║ ║ ╠═══[ Item Info ]══════════════════════╩═════════════════════════════════════╣ ║ Item Vendor Item Description Rate ║ ║ LABOR Labor 45.500 ║ ║ Onhand OnOrder Cost Retail Price Adj. Price PB Method ║ ║ 566 0 15.00 15.00 15.00 45.50 DEF 67.033║ ╚═══════════════════════════[ Add Item To Order ]════════════════════════════╝ Margin: 0.000 List Discount: 0.000 Description: Labor Cost: 15.000 Price: 45.500 Time: 1.000 Esc (Exit) Enter/Return (Select) F1 (Help) F2 (Edit) F10 (History) Find: F5 (Item) F6 (Desc) F7 (Vendor) F8 (Vendor Item) F9 (Type) 4/10 ■ ENTERING SERIAL NUMBERS If the selected detail item is flagged to record serial numbers, another prompt will appear onto the screen asking for serial numbers to be entered. This prompt will remain until the number of serial numbers equal the quantity on the invoice (or you press 'Esc'). ╚═══════════════════════════[ Add Item To Order ]════════════════════════════╝ Price: 313.13 This Item Requires Input of Quantity: 5 Serial Numbers Enter Serial Number (1 of 5) 1230002-A0D0332 DAYO TIME & BILLING TJS LAB Page: 13 ■ EDITING SELECTED DETAIL ITEMS Any time during the item selection process you can edit items already selected by pressing the 'F2' key. This will bring up a 'browse' screen of items previously selected, ie: Item Description Qty Price Extended 145355 BIG WIDE MOUTH JAR #45 10 31.00 310.00 154242-12 LITTLE JAR 1 20.20 20.20 457823 SMALL JAR 1 55.56 55.56 654555 BIG NOSE JAR 1 323.23 323.23 745745 JAR 1 100.01 100.01 856566-YOI GREEN JAR 10 0.00 0.00 Esc (Abort/Exit) Enter/Return (Edit) Ctrl U (Delete) Pressing Enter/Return again lets you change the PRICE and/or quantity of the currently highlighted detail item. 'Ctrl N' allows you add (if so set in the configuration module) an item to this invoice and to the inventory database. 'Ctrl U' removes the detail line item from the invoice. Exit this screen by pressing Esc. ■ DISPLAY HISTORY OF SALES FOR SELECTED CUSTOMER - F10 To display the history of all sales for the selected customer, press F10. If no history is present (found in the database ARD.DBF), then nothing changes on the screen. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer Name: Invoice: 8 Date: 08/25/90 ║ ║ Customer PO: Taxable: No SalesPer: ║ ║ INVOICE PROJECT ITEM DESC QTY ║ ║─────────╥─────────╥──────────────╥──────────────────────────────╥──────────║ ║ 3 ║ 555556 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 4 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 3 ║ ║ 5 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 8 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 2 ║ ║ 10 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 17 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 10 ║ ║ 3 ║ 555556 ║ RESEARCH ║ Research ║ 5 ║ ║ 5 ║ 555555 ║ RESEARCH ║ Research ║ 3 ║ ║ 6 ║ 555555 ║ RESEARCH ║ Research ║ 1 ║ ║ 8 ║ 555555 ║ RESEARCH ║ Research ║ 2 ║ ║ 10 ║ 555555 ║ RESEARCH ║ Research ║ 2 ║ ║ 8 ║ 555555 ║ TCONSULT ║ Telephone Consultation ║ 2 ║ ║ 10 ║ 555555 ║ TCONSULT ║ Telephone Consultation ║ 3 ║ ║ Move around with PgUp/PgDn and/or Arrow Keys Press Esc to Exit... ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 14 ■ FIND ITEM - F5 ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: CONSULT10 │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND DESCRIPTION - F6 ┌─────────────────────────────────────────────────────────────┐ │ Enter DESC: ONSITE CONSULT │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND VENDOR + DESCRIPTION - F7 ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDOR+DESC: ACME │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND VENDITEM - F8 ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDITEM: 1117708 │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND TYPE - F9 ┌─────────────────────────────────────────────────────────────┐ │ Enter TYPE: XXX │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FINISHED SELECTING ITEM(S) Pressing Esc will let you exit the adding of items to your invoice and present you with the following prompt: ╔═══════════════════════════════════════════════════════════════════════╗ ║╔═════════════════════════════════════════════════════════════════════╗║ ║║ ──────────────────────────────────────────────────────────── ║║ ║║ Are you finished adding items to this invoice? (Y/N)* ║║ ║║ ──────────────────────────────────────────────────────────── ║║ ║╚═════════════════════════════════════════════════════════════════════╝║ ╚═══════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 15 ■ FINAL EDIT SCREEN When all invoice detail items have been selected, you are presented with the final invoice edit screen. This screen gives you the chance to change key invoice header information: DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX Zip 55555-5555 Phone (800) 555-5555 Type REG Terms CASH Shipper US MAIL Agent Tax Rate 0.0000 Customer PO Adjustment 0.00 Freight 0.00 Amount Paid 0.00 Taxes 0.00 Detail Subtotal 45.50 Comment Thank You! Esc (Exit) Enter/Return (Edit/Alter) To edit any of the header fields (except customer number and Bill To name), highlight the field, and press Enter/Return. You will be given the opportunity to edit the field or select from a list of choices. DAYO TIME & BILLING TJS LAB Page: 16 The 'Type', 'Terms', 'Shipper', and 'Tax Rate' fields will bring up a list of only the valid choices, ie: TYPE: TERMS: ┌─────────────────────────────────────┐ ┌────────────────────┐ │ Select Type │ │ Select Terms │ │REG - REGULAR SALE │ │COD │ │Ret - RETURN │ │CASH │ │Ref - REFUND │ │MASTERCARD │ │SPC - SPECIAL │ │VISA │ │LON - LOANED │ │DISCOVER │ │EXC - EXCHANGE │ │NET 7 │ │TRN - TRANSFER │ │NET 10 │ │VOD - VOIDED │ │NET 15 │ │DIR - DIRECT SHIPMENT │ │NET 30 │ └─────────────────────────────────────┘ │NET 60 │ └────────────────────┘ SHIPPER: ┌────────────────────┐ │ Select Shipper │ │DELIVER │ TAXCODE/TAXRATE: │UPS GROUND │ ┌──────────────────┐ │UPS BLUE │ │ Select Tax Rate │ │UPS RED │ │0 - 0.000 │ │AIRBORNE │ │1 - 0.060 │ │FEDERAL EXPRESS │ │2 - 0.065 │ │TRUCK │ └──────────────────┘ │SPECIAL DELIVERY │ │US MAIL │ │PICKUP │ └────────────────────┘ ■ MULTIPLE SHIPTOS If a customer has multiple Ship To addresses, highlight and press enter on the Ship To Name and a selection window will appear onto the screen with all the Ship Tos for that customer. Adding records to the ShipTos is done automatically whenever a change is made or a unique one is typed in at this stage. Use the maintenance (browse) routine in DAYO AR to add them in bulk. ╔════════════════════════════════════════════════════════════════════════════╗ ║ Select the Ship To Address & Data ║ ╠════════════════════════════════════════════════════════════════════════════╣ ║1 THE WAREHOUSE 123 IVERY STREET ANYCITY, XX 55555-5555 ║ ║2 THE WAREHOUSE 123 Emory St., Norwalk, AR. 93935-5555 ║ ║*** Create/Add a New One.... *** ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 17 ■ SELECT TYPE The TYPE field is probably the most important. It is this field that determines how the invoiced data will be posted to many databases. DAYO POS defaults to 8 invoice types, but more can be added. It is imperative that these default TYPE entries are NOT altered. Any additional TYPE entries will be handled (posted), exactly like the REG (Regular Sale) type. REG - REGULAR SALE Ret - RETURN Ref - REFUND DIR - DIRECT SHIPMENT SPC - SPECIAL LON - LOANED EXC - EXCHANGE TRN - TRANSFER VOD - VOIDED Example of the Select Type Window: DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX ┌─────────────────────────────────────┐ Zip 55555-5555 │ Select Type │ Phone (800) 555-5555 │REG - REGULAR │ Type REG │Ret - RETURN of item (and refund) │ Terms CASH │Ref - REFUND │ Shipper US MAIL │DIR - DIRECT SHIPMENT FROM VENDOR │ Agent │SPC - SPECIAL *** │ Tax Rate 0.0000 │LON - LOANED │ Customer PO │EXC - EXCHANGE │ Adjustment 0.00 │TRN - TRANSFER │ Freight 0.00 │VOD - VOIDED │ Amount Paid 0.00 └─────────────────────────────────────┘ Taxes 0.00 Detail Subtotal 45.50 Comment Thank You! Esc (Exit) Enter/Return (Edit/Alter) DAYO TIME & BILLING TJS LAB Page: 18 ■ SELECT TERMS The TERMS field determines how the customer/client will pay (or not to pay) for the invoiced items. For example, a CASH terms customer will pay 'on the spot', whereas a customer with terms of 'NET 30' has thirty days to make payment for the invoiced items. DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX ┌────────────────────┐ Zip 55555-5555 │ Select Terms │ Phone (800) 555-5555 │CASH │ Type REG │CHECK │ Terms CASH │COD │ Shipper US MAIL │AMERICAN EXPRESS │ Agent │MASTERCARD │ Tax Rate 0.0000 │VISA │ Customer PO │DISCOVER │ Adjustment 0.00 │NET 7 │ Freight 0.00 │NET 10 │ Amount Paid 0.00 │NET 15 │ Taxes 0.00 └────────────────────┘ Detail Subtotal 45.50 Comment Thank You! Esc (Exit) Enter/Return (Edit/Alter) ■ MULTIPLE TERMS The capability exists for 2 term types. If for instance a customer wants to pay half on credit card, and the balance with cash, then select the MULTIPLE TERMS option at the Terms prompt. The MULTIPLE TERMS option will always be the last Terms options... ┌────────────────────┐ │ Select Terms │ │NET 7 │ │NET 10 │ │NET 15 │ │NET 30 │ │NET 60 │ │NET 90 │ │MONEY ORDER │ │CASHIER CHECK │ │SPECIAL CREDIT │ │MULTIPLE TERMS *****│ └────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 19 After selecting the MULTIPLE TERMS option, you will be prompted to select the first terms and its amount. You will then be prompted to select the second terms type. The balance of the invoice will be applied to this second terms type. ╔════════════════════════════════════════════╗ ║ Select 1st Terms -> CASH ║ ║ ║ ║ Enter the Amount: 10.00 ║ ║ ║ ║ Select 2nd Terms -> CASH ║ ║ CHECK ║ ║ COD ║ ║ AMERICAN EXPRESS ║ ╚════════════════════════════════════════════╝ ■ SELECT SHIPPER The SHIPPER field alerts you to how the customer wants the items shipped. DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX ┌────────────────────┐ Zip 55555-5555 │ Select Shipper │ Phone (800) 555-5555 │US MAIL │ Type REG │UPS GROUND │ Terms CASH │UPS BLUE │ Shipper US MAIL │UPS RED │ Agent │AIRBORNE │ Tax Rate 0.0000 │FEDERAL EXPRESS │ Customer PO │TRUCK │ Adjustment 0.00 │SPECIAL DELIVERY │ Freight 0.00 │MODEM │ Amount Paid 0.00 │ │ Taxes 0.00 └────────────────────┘ Detail Subtotal 45.50 Comment Thank You! Esc (Exit) Enter/Return (Edit/Alter) DAYO TIME & BILLING TJS LAB Page: 20 ■ FREIGHT PERCENTAGE Pressing enter/return on the Freight field/prompt with bring up a selection window like the following: ╔═══════════════════════════════════╗ ║ Select Freight Option ║ ╟───────────────────────────────────╢ ║User Input Freight Amount... ║ ║0.0400% of SUBTOTAL ║ ║0.0400% of SUBTOTAL+ADJUST ║ ║0.0400% of SUBTOTAL+ADJUST+TAXES ║ ║XX% of SUBTOTAL ║ ║XX% of SUBTOTAL+ADJUST ║ ║XX% of SUBTOTAL+ADJUST+TAXES ║ ╚═══════════════════════════════════╝ The first option in the selection is to enter ANY freight amount. The next 3 options will automatically compute a freight value based on the value of the default freight percentage (set in the configurations menu). This default value is multipled against either the SUBTOTAL, the sum of the SUBTOTAL+ADJUST, or the sum of the SUBTOTAL+ADJUST+TAXES. The remaining options will compute the freight based on a value you input. ╔═══════════════════════════════════╗ ║ Select Freight Option ║ ╟───────────────────────────────────╢ ║ ║ ║(SUBTOTAL+ADJUST+TAXES) * FACTOR ║ ║ ║ ║Example: 4% entered as '0.0400' ║ ║ ║ ║Enter Percentage Factor: 000.100 ║ ║ ║ ╚═══════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 21 ■ SELECT TAX RATE The tax rate field (TAXRATE) field determines the sales tax rate charged to the customer/client. DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX ┌──────────────────┐ Zip 55555-5555 │ Select Tax Rate │ Phone (800) 555-5555 │0 - 0.0000 │ Type REG │1 - 0.0600 │ Terms CASH │2 - 0.0625 │ Shipper US MAIL └──────────────────┘ Agent Tax Rate 0.0000 Customer PO Adjustment 0.00 Freight 0.00 Amount Paid 0.00 Taxes 0.00 Detail Subtotal 45.50 Comment Thank You! Esc (Exit) Enter/Return (Edit/Alter) ■ RECEIVE INVOICE AMOUNT FROM CUSTOMER/CLIENT It is very important that you select the 'Amount Paid' field if you are to collect any payment from the customer/client. The amount defaults to zero if the terms type is 'NET' or 'COD', otherwise, it becomes the invoice total (Adjustments+Freight+Taxes+Subtotal), ie: Sales Person TJ Tax Rate 0.060 Customer PO Adjustment 0.00 Freigh╔═══════════════════════════════════╗ Amount Pai║ Receive From Customer: 432.99 ║ Taxe╚═══════════════════════════════════╝ Detail Subtotal 432.99 Comment Thank You! DAYO TIME & BILLING TJS LAB Page: 22 ■ LAST CHANCE TO ABORT INVOICE Press 'Esc' when finished with the final invoice screen. If you have a Cash Drawer configured and attached, it will open at this time. If you have the Credit Limit option set on, and this invoice exceeds the customers credit limit, you will get the following message, alerting you to the fact that this invoice can not be created: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Amount Due: 0.00 ║ ║ Amount Due this Invoice: 1500.00 ║ ║ Subtotal: 1500.00 ║ ║ Credit Limit: 0.00 ║ ║ ║ ║ This Customer will exceed the credit limit. No invoice can be created! ║ ║ ║ ║ Press any key to continue... ║ ╚════════════════════════════════════════════════════════════════════════════╝ ■ PRINT & POST INVOICE The following screen will appear with the options to Print and Post the invoice, Redo the final invoice screen (maybe change the terms...), or to abort!: DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING Customer # 999999 Bill To Name CLIENT/CUSTOMER COMPANY, INC. Edit/Alter Invoice Header Bill To YOUR WAREHOUSE Address 1 123 IVERY STREET Address 2 City ANYCITY State XX Zip 55555-5555 Phone (800) 555-5555 Type REG Terms CASH Shipper US MAIL ╔══════════════════════════════════════╗ Agent ║ Order Total: 45.50 ║ Tax Rate 0.0000 ║ ║ Customer PO ║ Total Due: 45.50 ║ Adjustment 0.00 ║ ──────────────────────────────────── ║ Freight 0.00 ║ Select Option -> Print Invoice ║ Amount Paid 45.50 ║ Redo ║ Taxes 0.00 ║ Abort ║ Detail Subtotal 45.50 ║ ║ Comment Thank You! ║ ║ ╚══════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 23 ■ POSTING PROGRESS Database posting means the updating of all databases affected by the creation of an invoice. DAYO POS will post to 7 databases (depending on the type of invoice and configuration). The progress of the Print & Posting is displayed onto the screen. *** IT IS VERY IMPORTANT THAT THIS PROCESS IS NOT INTERRUPTED! *** DAYO Time & Billing V3.0 Project: (555555) GRASS CUTTING & YARD GROOMING ╔═════════════════════════════╗ ╔═[ Posting Progress ]════╗ ║ New Invoice Number: 23 ║MER COMPANY, INC. ║ Invoice Header ║ ╚═════════════════════════════╝er Invoice Header ║ Invoice Detail ║ Bill To YOUR WAREHOUSE ║ Inventory Database ║ Address 1 123 IVERY STREET ║ Customer Database ║ Address 2 ║ Salesper Database ║ City ANYCITY ║ ║ State XX ║ ║ Zip 55555-5555 ╚═════════════════════════╝ Phone (800) 555-5555 Type REG Terms CASH Shipper US MAIL ╔══════════════════════════════════════╗ Agent ║ Order Total: 45.50 ║ Tax Rate 0.0000 ║ ║ Customer PO ║ Total Due: 45.50 ║ Adjustment 0.00 ║ ──────────────────────────────────── ║ Freight 0.00 ║ Posting.................... ║ Amount Paid 45.50 ║ ─────────────────────────── ║ Taxes 0.00 ║ ║ Detail Subtotal 45.50 ║ ║ Comment Thank You! ║ ║ ╚══════════════════════════════════════╝ Standby, Posting! Do Not Interrupt This Process! DAYO TIME & BILLING TJS LAB Page: 24 ■ EXAMPLE OF STANDARD INVOICE Project: 555555 -Original- Page 1 Invoice: 23 YOUR COMPANY, INC Invoiced: 09/09/90 Customer: 999999 Attn: Accounts Receivable Time: 19:50:29 Project: 555555 P.O. BOX 5555 Printed: 09/09/90 Rate: 100.00 Anycity, ST 555555-5555 Time: 19:50:35 Rep: ___ 800-555-5555 ---------------------------------------------------------------------------- Bill To CLIENT/CUSTOMER COMPANY, INC. P.O. Box 5555 ANYCITY, XX 55555-5555 (800) 555-5555 Attn: STACY MORGAN ---------------------------------------------------------------------------- Type: REG Terms: CASH Shipper: US MAIL Customer PO: Tax Exempt Comment: Thank You! ---------------------------------------------------------------------------- # Item Description Qty/Time Charge Extended ---------------------------------------------------------------------------- 1 LABOR Labor 1.000 45.50 45.50 ---------------------------------------------------------------------------- Special Instructions Subtotal: 45.50 Tax Subtotal: 0.00 Adjustment: 0.00 Freight: 0.00 ------------------------ Total: 45.50 - Paid: 45.50 -------------------------- Due: 0.00 TJSLAB FORM DAYOTB-STINVOICE DAYO TIME & BILLING TJS LAB Page: 25 ■ BROWSE INVOICE HEADERS This routine is a browse of all invoice header records. Key information about the customer and the invoice is printed on the top of the screen, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/09/90 ║ ╚═══════════════════════[ Browse the Invoice Headers ]═══════════════════════╝ INVOICE PROJECT CUSTOMER SHIPNAME ────────────────╥─────────╥──────────╥──────────────────────────────────────── 22 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 23 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Esc (Exit) F2 (Edit) F3 (Detail) Ctrl N (Add) Ctrl U (Delete/Recall) Ctrl F1 (Reset Subtotal) Find: F5 (Invoice) F6 (Ship To Name) F7 (Customer) F8 (Project) 1/2 DAYO TIME & BILLING TJS LAB Page: 26 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up the full screen edit option. Example of a Full Screen Edit of the invoice header record: ╔════════════════════════════[ FULL SCREEN EDIT ]════════════════════════════╗ ║ INVOICE: 22 CUST_PO: ║ ║ PROJECT: 555555 SC: T ║ ║ CUSTOMER: 999999 BO: 0 ║ ║ SHIPNAME: YOUR WAREHOUSE TAXRATE: 0.0000 ║ ║ SHIPADDR1: 123 IVERY STREET TAXES: 0.00 ║ ║ SHIPADDR2: ADJUST: 0.00 ║ ║ SHIPCITY: ANYCITY FREIGHT: 0.00 ║ ║ SHIPSTATE: XX SUBTOTAL: 0.00 ║ ║ SHIPZIP: 55555-5555 OPEN: F ║ ║ PHONE: (800) 555-5555 PRINTED: T ║ ║ TYPE: REG PAID: 45.51 ║ ║ TERMS: CASH CLASS: ║ ║ TERMS2: COMMENT: Thank You! ║ ║ AMOUNT2: 0.00 ║ ║ SHIPPER: US MAIL ║ ║ PROMISED: / / ║ ║ DATE: 09/01/90 ║ ║ TIME: 00:58:57 ║ ║ REG: ║ ║ BY: tj ║ ║ SALESPER: ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ ADD A BLANK INVOICE HEADER RECORD If so configured ('Allow Browse Edit'), you can add invoice header records by pressing 'Ctrl N'. Note, this is highly NOT recommended! ■ DELETE INVOICE HEADER RECORD If so configured ('Allow Browse Edit'), you can mark invoice header records for deletion by pressing 'Ctrl U'. Note, it is recommended that you use the DAYO AR module to remove, archive, and/or void invoices (both header and detail records). DAYO TIME & BILLING TJS LAB Page: 27 ■ FIND INVOICE - F5 ┌─────────────────────────────────────────────────────────────┐ │ Enter INVOICE: 99999 │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND SHIPNAME - F6 ┌─────────────────────────────────────────────────────────────┐ │ Enter SHIPNAME: │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND CUSTOMER - F7 ┌─────────────────────────────────────────────────────────────┐ │ Enter CUSTOMER: 0 │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND PROJECT - F8 ┌─────────────────────────────────────────────────────────────┐ │ Enter PROJECT: 55555 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO TIME & BILLING TJS LAB Page: 28 ■ BROWSE INVOICE DETAIL RECORDS The third CURRENT menu option (BROWSE INVOICE DETAIL) is a browse screen of all invoice detail records. Key information about the customer is printed on the top of the screen, ie: ╔════════════════════════════════════════════════════════════════════════════╗ ║ INVOICE Customer TYPE Customer PO SHIP TO ║ ║ 17 0 ║ ║ REG OPEN DATE REP TERMS SHIPPER ║ ║ N / / ║ ║ TAXES ADJUST FREIGHT SUBTOTAL PAID DUE ║ ║ 0.00 0.00 0.00 0.00 0.00 0.00 ║ ║ ITEM DESC QTY PRICE COST ║ ║ PREPTIME Preparation Time 100 45.50 45.00 ║ ╚══════════════════[ Browse the Invoice Detail Line Items ]══════════════════╝ INVOICE PROJECT ITEM DESC QTY ────────╥─────────╥──────────────╥────────────────────────────────╥─────────── 17 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 100.000 18 ║ 555556 ║ COURT ║ Court Hearing ║ 1.000 18 ║ 555556 ║ JAR-1 ║ Sample Item Description ║ 1.000 18 ║ 555556 ║ LABOR ║ Labor ║ 1.000 18 ║ 555556 ║ OCONSULT ║ Onsite Consultation ║ 1.000 18 ║ 555556 ║ PREPTIME ║ Preparation Time ║ 1.000 19 ║ 555555 ║ COURT ║ Court Hearing ║ 1.000 19 ║ 555555 ║ JAR-1 ║ Sample Item Description ║ 1.000 19 ║ 555555 ║ LABOR ║ Labor ║ 1.000 Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete/Recall) Find: F5 (Invoice) F6 (Item) 58/75 DAYO TIME & BILLING TJS LAB Page: 29 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up the full screen edit option. Example of a Full Screen Edit of the invoice detail record: ╔════════════════════════════[ FULL SCREEN EDIT ]════════════════════════════╗ ║ INVOICE: 17 ║ ║ PROJECT: 555555 ║ ║ ITEM: PREPTIME ║ ║ DESC: Preparation Time ║ ║ QTY: 100.000 ║ ║ PRICE: 45.50 ║ ║ COST: 45.00 ║ ║ TAXABLE: F ║ ║ DATE: 08/26/90 ║ ║ CUSTOMER: 999999 ║ ║ CLASS: PT ║ ║ NS: T ║ ║ TI: T ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ ADD A BLANK INVOICE DETAIL RECORD If so configured ('Allow Browse Edit'), you can add invoice detail records by pressing 'Ctrl N'. Note, this is highly NOT recommended! ■ DELETE INVOICE DETAIL RECORD If so configured ('Allow Browse Edit'), you can mark invoice detail records for deletion by pressing 'Ctrl U'. Note, it is recommended you use the DAYO AR module to remove, archive, and/or void invoices (both header and detail records). DAYO TIME & BILLING TJS LAB Page: 30 ■ BROWSE PROJECTS Every invoice is assigned to or is part of a project/case/job. The Project Browse routine allows you to edit/maintain information, including notes, about your projects. ╔════════════════════════════════════════════════════════════════════════════╗ ║ PROJECT Customer DESCRIPTION DATE LASTDATE ║ ║ 555555 999999 GRASS CUTTING & YARD GROOMING 08/25/90 09/09/90 ║ ║ Customer NAME & ADDRESS TERMS SHIPPER CLASS TYPE ║ ║ CLIENT/CUSTOMER COMPANY, INC. ▌CASH US MAIL REG ║ ║ P.O. Box 5555 CONTACT/POC/ATTN SPER ║ ║ ▌STACY MORGAN ║ ║ ANYCITY, XX 55555-5555 PROJECT RATE DEFAULT RATE TAXRATE TAX ║ ║ (800) 555-5555 ▌ 45.500 100.000 0.0000 No ║ ╚══════════════════════[ Browse the Projects Database ]══════════════════════╝ PROJECT CUSTOMER DESC NOTES RATE ────────╥──────────╥────────────────────────────────╥────────────╥──────────── 555551 ║ 30000 ║ Misc... ║ <Memo> ║ 24.000 555552 ║ 30002 ║ Electric Maintenance ║ <Memo> ║ 100.000 555553 ║ 30008 ║ Jones vs Smith ║ <Memo> ║ 100.000 555554 ║ 999999 ║ HOUSE WATCHING ║ <Memo> ║ 100.000 555555 ║ 999999 ║ GRASS CUTTING & YARD GROOMING ║ <Memo> ║ 45.500 555556 ║ 999999 ║ TELEVISION REPAIR ║ <Memo> ║ 50.000 555557 ║ 999999 ║ TELEPHONE SUPPORT ║ <Memo> ║ 100.000 555558 ║ 999999 ║ CAR WASHING ║ <Memo> ║ 45.500 555559 ║ 999999 ║ BABY SITTING TEENAGER ║ <Memo> ║ 1000.000 Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete/Recall) Find: F5 (Project) F6 (Customer) F7 (Description) 1/11 DAYO TIME & BILLING TJS LAB Page: 31 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up the full screen edit option. Example of a Full Screen Edit of the project record: ╔═══════════════════════════[ FULL SCREEN EDIT ]═════════════════════════════╗ ║ PROJECT: 555555 ║ ║ CUSTOMER: 999999 ║ ║ DESC: GRASS CUTTING & YARD ║ ║ ║ ║ RATE: 45.500 ║ ║ AMOUNT: 54737.32 ║ ║ DATE: 08/25/90 ║ ║ LASTDATE: 09/09/90 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ ADD NEW PROJECT - CTRL N Whenever you create an invoice, you will be prompted to select a project, or create one if not present. You can add one in this routine though. Press Ctrl N to add a new project. Be sure to fill in all the fields... DAYO TIME & BILLING TJS LAB Page: 32 ■ REPRINT INVOICE Use this routine to print/reprint invoices. Find the desired invoice by using the Find keys (F5, F6, F7). Press Enter/Return to print/reprint the invoice. Note, the field PRINT is the flag that tells whether an invoice has been printed before. Duplicate invoices (reprints) will contain the heading: REPRINT on them if PRINT=.T. and. reprinted... ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/09/90 ║ ╚═══════════════════════════[ Reprint An Invoice ]═══════════════════════════╝ INVOICE PROJECT CUSTOMER SHIPNAME ────────────────╥─────────╥──────────╥──────────────────────────────────────── 22 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 23 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Esc (Exit/Abort) Enter/Return (Select Invoice For Reprint) Find: F5 (Invoice) F6 (Ship To Name) F7 (Customer) 2/3 DAYO TIME & BILLING TJS LAB Page: 33 ■ CUSTOMERS/CLIENTS This very important browse routine is where you will maintenance your customer/client records and notes. Options include the ability to edit notes, add/delete/recall customer records, onscreen summary, and to reset the balance due (amount owed by the customer). ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER RATE ║ ║ 999999 REG CASH US MAIL 100.000 ║ ║ PHONE CONTACT CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -2281.33 09/09/90 ║ ╚══════════════════════[ Browse the Customer Database ]══════════════════════╝ CUSTOMER NAME ATTN ───────────╥────────────────────────────────╥───────────────────────────────── 30002 ║ RON DAVIDSON & COMPANY ║ Brenda 30005 ║ MARTIN BROS., INC. ║ Mary Morgan 30006 ║ HAROLDS HAIRCUTS ║ GEORGE 30007 ║ SMALLS TRUCKS ║ 30008 ║ JOSE, JOSE & MARIA ATTORNEYS ║ MALAMUKE MARTIN 999998 ║ JOE MORGAN ║ JOE 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete/Recall) F3 (Customer Notes) Ctrl F1 (Summary) Ctrl F2 (Reset Balance Due) Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 1/8 DAYO TIME & BILLING TJS LAB Page: 34 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up the full screen edit option. Example of a Full Screen Edit of the customer record: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ CUSTOMER: 999999 LASTDATE: 09/09/90 │ │ NAME: CLIENT/CUSTOMER COMP TYPE: REG │ │ ATTN: STACY MORGAN CLASS: │ │ ADDR1: P.O. Box 5555 PBM: 0.000 │ │ ADDR2: PBL: 0.000 │ │ CITY: ANYCITY SALESPTD: 68190.39 │ │ STATE: XX SALESYTD: 58089.24 │ │ ZIP: 55555-5555 DUE: 2281.33 │ │ SHIPNAME: YOUR WAREHOUSE PAID_PURC: 3210.01 │ │ SHIPADDR1: 123 IVERY STREET LIMIT: 0.00 │ │ SHIPADDR2: ACTIVE: T │ │ SHIPCITY: ANYCITY TAXCODE: │ │ SHIPSTATE: XX │ │ SHIPZIP: 55555-5555 │ │ PHONE: (800) 555-5555 │ │ SALESPER: │ │ RATE: 100.000 │ │ TAXRATE: 0.0000 │ │ TERMS: CASH │ │ SHIPPER: US MAIL │ │ DATE: 08/25/90 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ EDIT/VIEW CUSTOMER/CLIENT NOTES - F3 The customer/client notes are stored in the database CUSTMEMO.DBF/DBT. The routine is a simple editor tied to a database. The size of the note is limit to 64,000 bytes. If you required a larger file, you will need to periodically export the notes (print to a file). DAYO TIME & BILLING TJS LAB Page: 35 Special editing keys are available while editing the notes, press F1 or read the HELP section in this document for more information on this. ─────────────────────────[ EDIT/VIEW Customer Notes ]───────────────────────── Sells Flowers wholesale. Always late paying bills. RECEIVED a request for more support on 01/19/90, and gave consent, MG ───────────[ Esc (Exit) F1 (Help) F2 (Import) F4 (Print) ]──────────── 133 bytes 1/0 ■ IMPORT/MERGE TEXT FILE - F2 To import or merge another text file (size less than 32,000 bytes), into your customer/client notes, press F2, then enter the name (include paths). This option can be useful for adding 'form letters' or formats from a master file. ┌────────────────────────────────────────────────────────────────────────────┐ │ This routine will merge a text file with your current file/memo/mail. │ │ Enter FILE NAME: │ └────────────────────────────────────────────────────────────────────────────┘ ■ PRINT OPTIONS - F4 This option allows you to print all or portions of your notes to a printer or to a file (for later use in a word processor, or...). The default is to direct the output to a printer, so if you desire to print (export) to a file, be sure to select and utilize the 'Direct Output' option first. ╔══════════[ Print Options ]════════════╗ ║ Select Option -> Print All ║ ║ Print Selected Lines ║ ║ Eject ║ ║ Line Feed ║ ║ Direct Output ║ ║ Exit ║ ╚═══════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 36 ■ CUSTOMER/CLIENT SNAPSHOT SUMMARY - CTRL F1 This option simply displays key information about a customer/client onto 2 screens. This routine is useful until you better understand the field names and their meanings. Example of Page 1 of the Snapshot Summary: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer SnapShot Summary for Customer Number: 999999 Page 1 ║ ║ ║ ║ Bill To Ship To ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX ANYCITY, XX ║ ║ 55555-5555 55555-5555 ║ ║ (800) 555-5555 Attn: STACY MORGAN ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Default Terms: CASH ║ ║ Default Shipper: US MAIL ║ ║ Default Taxrate: 0.0000 ║ ║ Default Invoice Type: REG ║ ║ Date of Last Transaction: 09/09/90 ║ ║ Date of Entry: 08/25/90 ║ ║ Class: ║ ║ Customer is Currently Active ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key for NEXT PAGE... DAYO TIME & BILLING TJS LAB Page: 37 Example of Page 2 of the Snapshot Summary: ╔════════════════════════════════════════════════════════════════════════════╗ ║ Customer SnapShot Summary for Customer Number: 999999 Page 2 ║ ║ Price Book Margin Value: 0.000 ║ ║ Price Book List Value: 0.000 ║ ║ ║ ║ Sales Period to Date: 68190.39 ║ ║ Sales Year to Date: 58089.24 ║ ║ ║ ║ Open Invoice Paid Amount: 3210.01 ║ ║ Balance Due: 2281.33 ║ ║ Credit Limit: 0.00 ║ ║ Available Credit: -2281.33 ║ ║ ║ ║ Date of Last Payment: 08/25/90 ║ ║ Amount of Last Payment: 234.00 ║ ║ ║ ║ Open Invoices (Header Records): 1 ║ ║ Open Invoice Detail: 1 ║ ║ BackOrder Detail Records: ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key to continue... ■ FIND - F5, F6, F7, F8, F9 There are 5 indexes or sorts for the customer/client database: F5 (Customer) - Customer/Client Number F6 (Name) - Customer/Client Bill To Name F7 (Ship To) - Customer/Client Ship To Name F8 (Phone) - Customer/Client Bill To Telephone Number F9 (Zip Code) - Customer/Client Zip Code Example of the Telephone Find Prompt: ┌─────────────────────────────────────────────────────────────┐ │ Enter right 4 digits Phone: 3960 │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO TIME & BILLING TJS LAB Page: 38 ■ BROWSE SALES PERSON/REP DATABASE This routine is used to maintenance your sales persons/reps. Note, the fields LASTDATE, SALESPTD and SALESYTD are automatically maintained by the computer. ╔════════════════[ Maintenance/Browse the SALESPER Database ]════════════════╗ ║ SALESPER NAME ADDR1 ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ TLJ ║ TOM JOHNSON ║ 4409 BEAUMONT DRIVE ║ ║ LJT ║ LARRY J THOMPSON ║ ALPHA CO. 312 AIR ║ ║ GM ║ GEORGE MOONILAL ║ 8000 EASTER LANE ║ ║ TJS ║ TERRY J SMITH ║ 1901 AUDOBON CIRCLE ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (SALESPER) 1/1 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit screen: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ SALESPER: TLJ │ │ NAME: TOM JOHNSON │ │ ADDR1: 4409 BEAUMONT DRIVE │ │ ADDR2: │ │ CITY: ORLANDO │ │ STATE: FL │ │ ZIP: 32808 │ │ PHONE: (407) 291-6987 │ │ DATE: 12/11/89 │ │ LASTDATE: 09/09/90 │ │ RATE: 120.000 │ │ TYPE: MGM │ │ SALESPTD: 12345.00 │ │ SALESYTD: 123456.00 │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 39 ■ BROWSE SHIPTOS DATABASE If you set the configuration option USE SHIPTOS to Y (Yes), then you may have need to maintenance multiple Ship To addresses for your customers. Note, Ship To addresses can be added during the 'Final Edit' portion of creating an invoice. The update of the database SHIPTOS.DBF is automatic whenever a unique Ship To address is added there. ╔════════════════[ Maintenance/Browse the SHIPTOS Database ]═════════════════╗ ║ CUSTOMER SHIPNAME SHIPADDR1 ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 999999 ║ THE WAREHOUSE ║ 123 IVERY STREET ║ ║ 999999 ║ THE OTHER WAREHOUSE ║ 3939 LEFT EAST STREET ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) DAYO TIME & BILLING TJS LAB Page: 40 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit screen: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ CUSTOMER: 999999 │ │ SHIPNAME: THE WAREHOUSE │ │ SHIPADDR1: 123 IVERY STREET │ │ SHIPADDR2: │ │ SHIPCITY: ANYCITY │ │ SHIPSTATE: XX │ │ SHIPZIP: 55555-5555 │ │ PHONE: (407) 291-3960 │ │ SALESPER: │ │ RATE: 0.000 │ │ TAXRATE: 0.0600 │ │ TERMS: CASH │ │ SHIPPER: US MAIL │ │ TYPE: REG │ │ CLASS: │ │ DATE: 08/25/90 │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 41 ■ BROWSE SHIPPERS/METHODS OF SHIPMENT The database SHIPPER.DBF contains the shipper/method of shipment codes. Only one field exist, which is the code/name. ╔════════════════[ Maintenance/Browse the SHIPPER Database ]═════════════════╗ ║ SHIPPER ║ ║────────────────────────────────────────────────────────────────────────────║ ║ ║ ║ AIRBORNE ║ ║ DELIVER ║ ║ FEDERAL EXPRESS ║ ║ MODEM ║ ║ PICKUP ║ ║ SPECIAL DELIVERY ║ ║ TRUCK ║ ║ UPS BLUE ║ ║ UPS GROUND ║ ║ UPS RED ║ ║ US MAIL ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (SHIPPER) 12/12 DAYO TIME & BILLING TJS LAB Page: 42 ■ BROWSE TERMS The database TERMS.DBF contains the invoice terms codes. Terms determine and record method of payments for your invoices and receivables. ╔═════════════════[ Maintenance/Browse the TERMS Database ]══════════════════╗ ║ TERMS ║ ║────────────────────────────────────────────────────────────────────────────║ ║ AMERICAN EXPRESS ║ ║ CASH ║ ║ CASHIER CHECK ║ ║ CHECK ║ ║ COD ║ ║ DISCOVER ║ ║ MASTERCARD ║ ║ MONEY ORDER ║ ║ NET 10 ║ ║ NET 15 ║ ║ NET 30 ║ ║ NET 60 ║ ║ NET 7 ║ ║ NET 90 ║ ║ SPECIAL CREDIT ║ ║ VISA ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (TERMS) 4/16 DAYO TIME & BILLING TJS LAB Page: 43 ■ BROWSE TAXCODES/TAXRATES The database TAXCODE.DBF contains the taxcodes and taxrates available at time of invoicing. The taxcode is merely a number relating to a unique tax rate. Note, the field TAXCODE in the customer database (CUSTOMER.DBF) does not mean the same as this TAXCODE field. ╔════════════════[ Maintenance/Browse the TAXCODE Database ]═════════════════╗ ║ TAXCODE TAXRATE ║ ║─────────────────────────────────────╥──────────────────────────────────────║ ║ 0 ║ 0.0000 ║ ║ 1 ║ 0.0600 ║ ║ 2 ║ 0.0625 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) DAYO TIME & BILLING TJS LAB Page: 44 ■ BROWSE TYPES This very important database (TYPE.DBF) determines how invoices are posted to the inventory and receivables. This is a database containing all valid invoice type codes. The main type is 'REG' which stands for a regular invoice. Type 'VOD' invoices are not posted to the inventory. Types 'Ret' and 'Ref' are for returns and refunds and are optionally posted as negative quantities back into inventory (see configuration about posting returned items). You can add other invoice type, however, they will be handled just like type 'REG'... ╔══════════════════[ Maintenance/Browse the TYPE Database ]══════════════════╗ ║ TYPE DESC ║ ║────────────────────────╥───────────────────────────────────────────────────║ ║ DIR ║ DIRECT SHIPMENT FROM VENDOR ║ ║ EXC ║ EXCHANGE ║ ║ LON ║ LOANED ║ ║ REG ║ REGULAR ║ ║ Ref ║ REFUND ║ ║ Ret ║ RETURN of item (and refund) ║ ║ SPC ║ SPECIAL *** ║ ║ TRN ║ TRANSFER ║ ║ VOD ║ VOIDED ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (TYPE) DAYO TIME & BILLING TJS LAB Page: 45 ■ RECEIVABLES This menu is a collection of routines that create and maintain your receivable data. Receivables are created by posting invoices from databases INVOICE.DBF & DETAIL.DBF into ARH.DBF & ARD.DBF. Payments on receivables is handled in the CASH RECEIPTS routine. Two forms of statements can be printed at any time or as often as needed, that can be sent out to your customers to 'alert' them of balances due... Browse routines are present for each of the receivable databases. A routine is also available that globally resets the customer's balance due... DAYO Time & Billing V4.00 TJS LAB, Inc. RECEIVABLES ┌─────[June 1992]────┐ ╔════════════════════════╗All Rights Reserved │S M T W T F S │ ║ ACCOUNTS RECEIVABLES ║ ╞════════════════════╡ ╟────────────────────────╢▄████░ ▄███▄ ██░ ██░ ██████░│ 1 2 3 4 5 6│ ║ POST INVOICES ║░ ██░ ██░██░ ██░ ██░ ██░ ██░│ 7 8 9 10 11 12 13│ ║ CASH RECEIPTS ║░ ██░ ██░██░ ▀████▀ ██░ ██░│14 15 16 17 18 19 20│ ║ STANDARD STATEMENT ║░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██░│21 22 23 24 25 26 27│ ║ SERVICE STATEMENT ║░ ██░ ██░ ██░ ██░ ██░ ██░│28 29 30 │ ║ BROWSE AR HEADERS ║█████░ ██░ ██░ ██░ ██████░│ │ ║ BROWSE AR DETAIL ║ └────────────────────┘ ║ BROWSE RECEIPTS ║───────┤ DAYO TIME & BILLING STATISTICS ├──────────╖ ║ BROWSE APPLIED ║RRENT DRIVE: FREE DISK SPACE: 49,111,040 ║ ║ RESET BALANCE DUE ║───────────────────────────────────────────────────╢ ╟────────────────────────╢TABASE NAME RECORDS SIZE ║ ║ Select Option ║───────────────────────────────────────────────────╢ ╚════════════════════════╝VOICE.DBF Invoice Headers 23 11K ║ ╚════════════════════╝║ DETAIL.DBF Invoice Detail 195 31K ║ Select Option ║ CUSTOMER.DBF Customers/Clients 6 4K ║ █████████░ ██▄████▄ ║ CUSTMEMO.DBT Notes 14K ║ ██░ ██░ ██░ ║ PROJECTS.DBF Projects/Jobs/Cases 14 2K ║ ██░ ██▄▄▄▄█░ ║ PROJECTS.DBT Notes 49K ║ ██░ ██░ ██░ ║ INV.DBF Inventory 11 4K ║ ██░ ██░ ██░ ║ ARH.DBF Posted AR Headers 6 4K ║ ██░ ██▀████▀ ╚══════════════[ Press Alt F9 To Reindex ]═════════════╝ DAYO TIME & BILLING TJS LAB Page: 46 ■ POST INVOICES The method of 'moving' completed and closed invoices (those which payment has been received), out of the active files (INVOICE.DBF & DETAIL.DBF), is called POSTING INVOICES. The process is generally accomplished at the end of the period which could mean each day, week or month (as you determine...). AR POST ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██░ █▄███░ █▄███░ ███░ ▄███▄ █████░ ║ ║ █▀▀█░ █░ █░ █░ █░ █▀ ▀█░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ ██▄▄██░ █▄▄▄█░ █▀███░ █░ █░ ▀███▄ █░ ║ ║ █░ █░ █░▀█░ █░ █░ █░ █░ █░ ║ ║ █░ █░ █░ ▀█░ █░ █▄ ▄█░ █░ █░ ║ ║ █░ █░ █░ █░ █░ ███░ ▀███▀ █░ ║ ╟─────────────────────[ DAYO ACCOUNTS RECEIVABLE POST ]──────────────────────╢ ║ This job will close all printed invoices, and create new records/entries ║ ║ in the databases: ARH.DBF and ARD.DBF. ║ ║ The field: OPEN will be set to .F. on the invoice header records. ║ ║ The Posted Invoice Header and Detail records will be marked as deleted. ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ Do you wish to continue? (Y/N) * ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 47 ■ PROGRESS GRAPH Allow time for this process to run, and insure it is not interrupted. A progress graph is displayed in case you decide to 'watch' the computer work... AR POST ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██░ █▄███░ █▄███░ ███░ ▄███▄ █████░ ║ ║ █▀▀█░ █░ █░ █░ █░ █▀ ▀█░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ ██▄▄██░ █▄▄▄█░ █▀███░ █░ █░ ▀███▄ █░ ║ ║ █░ █░ █░▀█░ █░ █░ █░ █░ █░ ║ ║ █░ █░ █░ ▀█░ █░ █▄ ▄█░ █░ █░ ║ ║ █░ █░ █░ █░ █░ ███░ ▀███▀ █░ ║ ╟─────────────────────[ DAYO ACCOUNTS RECEIVABLE POST ]──────────────────────╢ ║ This job will close all printed invoices, and create new records/entries ║ ║ in the databases: ARH.DBF and ARD.DBF. ║ ║ The field: OPEN will be set to .F. on the invoice header records. ║ ║ The Posted Invoice Header and Detail records will be marked as deleted. ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ 0 Records 2 3 ║ ║ ╔════════════════╦══════════════════╦═════════════════╦════════════════╗ ║ ║ ╠███████████████████████════════════╬═════════════════╬════════════════╣ ║ ║ ╠════════════════╩══════════════════╬═════════════════╩════════════════╣ ║ ║ 0% Completed 50% Done!║ ║ Invoice: 23 Record: 2 ║ ║ ║ ║ Standby while I do the AR POST! ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 48 ■ CASH RECEIPTS ▄███░ ▄█▄ ▄███░ █░ █░ █▄██▄ ███░ ▄███░ ███░ ███░ █▄██▄ █████░▄███░ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █▄█░ ▀███▄ ████░ ████▀ ██░ █░ ██░ █░ ████▀ █░ ▀███▄ █░ █▀ ▀█░ █░ █░ █░ █░ █▄ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ▀█░ █░ █░ █░ █░ █░ █░ █░ ▀███░ █░ █░ ███▀ █░ █░ █░ █░ ███░ ▀███░ ███░ ███░ █░ █░ ███▀ In many organizations, customers owe the organization for products purchased under some form of TERMS. The 'debt' incurred on their part is your open receivables and payment for this 'debt' is called your CASH RECEIPTS. Cash Receipt payments come in the form of checks, money orders, credit cards, cash, and others. Whenever a customer makes a payment, some form of record for the receipt is made, as well as a record made of what the payment was for/applied to. DAYO AR's Cash Receipts provides you with the ability to log the receipt of payments (into database RECEIPTS.DBF), as well as a means of applying that 'cash' to open/unpaid invoices (into database APPLIED.DBF). ■ CASH RECEIPTS SCREEN At the prompt for the customer that is making the payment, you have the option to enter the customers number (CUSTOMER), or to press enter/return to bring up all the customers to select from: ╔═════════════════[ DAYO ACCOUNTS RECEIVABLE - RECEIPTS ]══════════════════╗ ║ ║ ║ ▄███░ ▄█▄ ▄███░ █░ █░ █▄██▄ ███░ ▄███░ ███░ ███░ █▄██▄ █████░▄███░ ║ ║ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █▄█░ ▀███▄ ████░ ████▀ ██░ █░ ██░ █░ ████▀ █░ ▀███▄ ║ ║ █░ █▀ ▀█░ █░ █░ █░ █░ █▄ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ █░ ▀█░ █░ █░ █░ █░ █░ █░ █░ ║ ║ ▀███░ █░ █░ ███▀ █░ █░ █░ █░ ███░ ▀███░ ███░ ███░ █░ █░ ███▀ ║ ║ ║ ╠════════════════════════════════════════════════════════════════════════════╣ ║ ║ ║ ║ ║ ║ ║ Enter Customer Number: 0 ║ ║ [ Press Enter (Zero Customer Number) to FIND Customer... ] ║ ║ ║ ║ ║ ║ ║ ║ ║ Esc (Exit) DAYO TIME & BILLING TJS LAB Page: 49 ■ SELECT/FIND CUSTOMER/CLIENT Press enter/return on an empty prompt (CUSTOMER=0), to bring up all customers to select from: ╔═════════════════[ DAYO ACCOUNTS RECEIVABLE - RECEIPTS ]══════════════════╗ ║ ║ ║ ▄███░ ▄█▄ ▄███░ █░ █░ █▄██▄ ███░ ▄███░ ███░ ███░ █▄██▄ █████░▄███░ ║ ║ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █░█░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █▄█░ ▀███▄ ████░ ████▀ ██░ █░ ██░ █░ ████▀ █░ ▀███▄ ║ ║ █░ █▀ ▀█░ █░ █░ █░ █░ █▄ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ █░ ▀█░ █░ █░ █░ █░ █░ █░ █░ ║ ║ ▀███░ █░ █░ ███▀ █░ █░ █░ █░ ███░ ▀███░ ███░ ███░ █░ █░ ███▀ ║ ║ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Customer) Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 1/9 DAYO TIME & BILLING TJS LAB Page: 50 ■ APPLY CREDIT After selecting the customer, you will be prompted to enter the check or cash amount. An amount of zero (0) is accepted only if any unapplied checks exist for that customer (implying that you are going to be applying that 'unapplied' amount only). At the prompt for check number and type, something (anything), must be entered to be able to continue. Valid TYPE entry values are determined by you... The prompt for invoice number will be, by default, the oldest open invoice on record (in INVOICE.DBF). You can change this invoice number though. If you wish to scroll all open invoices for this customer onto the screen, press F2. ╔═════════════════[ DAYO ACCOUNTS RECEIVABLE - RECEIPTS ]══════════════════╗ ║INVOICE CUSTOMER PO AMT. PAID AMT. DUE TERMS CLASS DATE ║ ║ 1005 0.00 500.00 CASH 08/25/90 ║ ║ 1004 0.00 500.00 CASH 08/25/90 ║ ║ 1003 0.00 500.00 CASH 08/25/90 ║ ║ 1002 0.00 500.00 CASH 08/25/90 ║ ║ 1001 0.00 500.00 CASH 08/25/90 ║ ║ 17 0.00 4999.97 NET 90 08/26/90 ║ ║ 16 0.00 150.00 NET 30 08/26/90 ║ ║ 13 0.00 250.36 CASH 08/25/90 ║ ╠════════════════════════════════════════════════════════════════════════════╣ ║ ║ ║ Unapplied Credit: 334.00 Posted to Receipts Journal #6 ║ ║ ║ ║ ║ ║ Enter Customer Number: 0 ║ ║ Enter Check/Cash Amount: 100.00 ║ ║ Enter Check Number: 12 ║ ║ Enter Class: XXX ║ ║ Apply to Invoice: 13 ║ ║ [ Press F2 or Enter (on Empty Prompt) to Scroll ALL OPEN Invoices ] ║ ║ ║ Esc (Exit) DAYO TIME & BILLING TJS LAB Page: 51 ■ APPLYING THE CASH RECEIPT After selecting the invoice to apply the check/cash amount to, key information about the invoice and customer will appear onto the screen. Be sure that the right customer has been selected before continuing. The amount that will be prompted (default), will equal the amount due (or the amount of the check/cash payment if it is less). ╔═════════════════[ DAYO ACCOUNTS RECEIVABLE - RECEIPTS ]══════════════════╗ ║INVOICE CUSTOMER PO AMT. PAID AMT. DUE TERMS CLASS DATE ║ ║ 1005 ╔═══════════════════════════════════════════════════════════════════╗ ║ 1004 ║ Customer: 999999 ║ ║ 1003 ║ Invoice: 13 ╔════════════════════════════════╗ ║ ║ 1002 ║ Customer PO: ║ CLIENT/CUSTOMER COMPANY, INC. ║ ║ ║ 1001 ║ Class: ║ P.O. Box 5555 ║ ║ ║ 17 ║ Terms: CASH ║ ║ ║ ║ 16 ║ Shipper: US MAIL ║ ANYCITY, XX ║ ║ ║ 13 ║ Date: 08/25/90 ║ 55555-5555 ║ ║ ╠════════║ Taxrate: 0.063 ╚════════════════════════════════╝ ║ ║ ║ Taxes: 9.37 ║ ║ Unapp║ Adjustment: 0.00 Amount Due: 14066.33 ║ ║ ║ Freight: 0.00 ║ ║ ║ Subtotal: 240.99 ║ ║ ║ Paid: 0.00 ║ ║ ║ Comment: Thank You! Unapplied Total: 334.00 ║ ║ ║ Amount Due This Invoice: 250.36 ║ ║ ║ ║ ║ ║ Enter Amount to be Applied to this Invoice: 250.36 ║ ║ [ Pre║ ║ ║ ╚═══════════════════════════════════════════════════════════════════╝ Esc (Exit) ■ EXITING CASH RECEIPTS You will automatically be exited from the applying of the Cash Receipts routine after the check/cash amount has been exhausted, or you press Esc. If you do not apply the entire check/cash amount, you can do so later, or combine it with a later payment. DAYO TIME & BILLING TJS LAB Page: 52 ■ STATEMENTS Statements are forms you send to your customers/clients informing them of how much they owe you and optionally how much they will be owing you if you utilize the NET terms type. DAYO Time & Billing supplies you with 2 types of statements. The first type is the STANDARD STATEMENT and is useful for businesses that deal more with a retail trade. The second statement type is the SERVICE STATEMENT and it is for use with companies that primarily 'sell their time'. Both statement types can be printed in a standard form, data only (pre- printed forms), or as a special laser form. ■ STANDARD STATEMENTS The STANDARD STATEMENT is useful for businesses that are retail oriented. You have the option to print statements for all customers/clients, or to print a statement for a single customer/client. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ ▄█▄ █░ █░ █▄██░ ▄█▄ █▄██░ █▄██░ ║ ║ █░ █░ █░█░ ██░█░ █░ █░ █░█░ █ █░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █▀██░ █░ █░ █▄█░ █▄▄█░ █░ █░ ║ ║ █░ █░ █▀ ▀█░ █░██░ █░ █░ █▀ ▀█░ █▀█░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ █░ █▀██░ █░ █░ █ ▀█░ █▀██░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░█░█░ █░ █░██░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ ██░ █░▀ █░ ██░ █░ █░ █░ ▀██▀ ║ ║ Statement Printer Format: STANDARD Port: 1 Copies: 1 ║ ║ ┌──────────┬──────────┬──────────┬──────────┬──────────┬──────────┐ ║ ║ │ Scheduled│ 30 Days│ 60 Days│ 90+ Days│ Unapplied│ Total │ ║ ║ │ Due│ Past Due│ Past Due│ Past Due│ Receipts│ Due │ ║ ║ │ │ │ │ │ │ │ ║ ║ ╘══════════╧══════════╧══════════╧══════════╧══════════╧══════════╛ ║ ║ Print Statements for All Customer? (Y/N) ║ ║ Enter Customer Number: 0 ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 53 ■ SELECT/FIND CUSTOMER/CLIENT If you press Enter/Return on an empty prompt for Customer Number, a browse selection screen will be presented to you so that you can find the desired customer/client. Use the arrow, page up/down, or Find keys (F5, F6, F7, F8, F9) to locate the customer/client, then press Enter/Return... ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ ▄█▄ █░ █░ █▄██░ ▄█▄ █▄██░ █▄██░ ║ ║ █░ █░ █░█░ ██░█░ █░ █░ █░█░ █ █░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █▀██░ █░ █░ █▄█░ █▄▄█░ █░ █░ ║ ║ █░ █░ █▀ ▀█░ █░██░ █░ █░ █▀ ▀█░ █▀█░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ █░ █▀██░ █░ █░ █ ▀█░ █▀██░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 1/9 DAYO TIME & BILLING TJS LAB Page: 54 ■ DIRECT TO PRINTER OR FILE For whatever purpose (ie: EDI), you can direct the output of the statement to the printer or to a file. The default file name will contain the customer/client number. At the conclusion of the printing process for each customer/client, the amounts due by period is displayed onto the screen. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ ▄█▄ █░ █░ █▄██░ ▄█▄ █▄██░ █▄██░ ║ ║ █░ █░ █░█░ ██░█░ █░ █░ █░█░ █ █░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █▀██░ █░ █░ █▄█░ █▄▄█░ █░ █░ ║ ║ █░ █░ █▀ ▀█░ █░██░ █░ █░ █▀ ▀█░ █▀█░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ █░ █▀██░ █░ █░ █ ▀█░ █▀██░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░█░█░ █░ █░██░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ ██░ █░▀ █░ ██░ █░ █░ █░ ▀██▀ ║ ║ Statement Printer Format: STANDARD Port: 1 Copies: 1 ║ ║ ┌──────────┬──────────┬──────────┬──────────┬──────────┬──────────┐ ║ ║ │ Scheduled│ 30 Days│ 60 Days│ 90+ Days│ Unapplied│ Total │ ║ ║ │ Due│ Past Due│ Past Due│ Past Due│ Receipts│ Due │ ║ ║ │ 9000.00│ 66.36│ 0.00│ 4999.97│ 0.00│ 14066.33│ ║ ║ ╘══════════╧══════════╧══════════╧══════════╧══════════╧══════════╛ ║ ║ Print Statements for All Customer? (Y/N) ║ ║ Enter Customer Number: 999999 CLIENT/CUSTOMER COMPANY, INC. ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ Enter File Name: S_999999.TXT ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key to continue... DAYO TIME & BILLING TJS LAB Page: 55 ■ EXAMPLE OF STANDARD STATEMENT - STANDARD FORMAT - STATEMENT - YOUR COMPANY, INC Page 1 Attn: Accounts Receivable P.O. BOX 5555 Printed: 09/09/90 Anycity, ST 555555-5555 Time: 21:28:48 800-555-5555 Bill To: CLIENT/CUSTOMER COMPANY, INC. Customer: 999999 P.O. Box 5555 ANYCITY, XX 55555-5555 Terms: CASH Amount Enclosed: $_______________ ------------------------------------------------------------------------------- # Date Description of Charges/Credits Amount Credit Balance ------------------------------------------------------------------------------- 1 09/01/90 Project: 555555 Invoice: 22 45.51 45.51 0.00 GRASS CUTTING & YARD GROOMING 2 08/25/90 Project: 555555 Invoice: 1001 500.00 0.00 500.00 GRASS CUTTING & YARD GROOMING ---------- Please Pay This Amount -> 500.00 Current Within In After Unapplied & Past Due 30 Days 30-60 Days 60+ Days Credits Total Due ---------- ---------- ---------- ---------- ---------- ---------- 500.00 0.00 0.00 900.01 0.00 1400.01 Comment: Thank You! _________________________________________________________ TJSLAB FORM STDST DAYO TIME & BILLING TJS LAB Page: 56 ■ SERVICE STATEMENTS The STANDARD STATEMENT is useful for businesses that sell their time, ie Law offices, Consultants and Services that deal primarily in labor, ie: Lawn Care. You have the option to print statements for all customers/clients, or to print a statement for a single customer/client. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ █▄██░ █░ █░ ███░ ▄███░ ███░ ║ ║ █░ █░ █░ █░ █▄ ▄█░ █░ █░ █░ ║ ║ ▀██▄ ██░ █▄▄█░ █░█░ █░ █░ ██░ ║ ║ █░ █░ █░█░ █▄█░ █░ █░ █░ ║ ║ ▀██▀ ███░ █░▀█░ █░ ███░ ▀███░ ███░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░█░█░ █░ █░██░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ ██░ █░▀ █░ ██░ █░ █░ █░ ▀██▀ ║ ║ Statement Printer Format: STANDARD Port: 1 Copies: 1 ║ ║ ┌──────────┬──────────┬──────────┬──────────┬──────────┬──────────┐ ║ ║ │ Scheduled│ 30 Days│ 60 Days│ 90+ Days│ Unapplied│ Total │ ║ ║ │ Due│ Past Due│ Past Due│ Past Due│ Receipts│ Due │ ║ ║ │ │ │ │ │ │ │ ║ ║ ╘══════════╧══════════╧══════════╧══════════╧══════════╧══════════╛ ║ ║ Print Statements for All Customer? (Y/N) ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 57 ■ SELECT/FIND CUSTOMER/CLIENT If you press Enter/Return on an empty prompt for Customer Number, a browse selection screen will be presented to you so that you can find the desired customer/client. Use the arrow, page up/down, or Find keys (F5, F6, F7, F8, F9) to locate the customer/client, then press Enter/Return... ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ █▄██░ █░ █░ ███░ ▄███░ ███░ ║ ║ █░ █░ █░ █░ █▄ ▄█░ █░ █░ █░ ║ ║ ▀██▄ ██░ █▄▄█░ █░█░ █░ █░ ██░ ║ ║ █░ █░ █░█░ █▄█░ █░ █░ █░ ║ ║ ▀██▀ ███░ █░▀█░ █░ ███░ ▀███░ ███░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 3/9 DAYO TIME & BILLING TJS LAB Page: 58 ■ DIRECT OUTPUT TO PRINTER OR FILE For whatever reason, you can direct the output of the printing to the printer or to a file. The default file name will contain the customer/client number. At the conclusion of the printing process for each customer/client, the amounts due by period is displayed onto the screen. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ▄██▄ ███░ █▄██░ █░ █░ ███░ ▄███░ ███░ ║ ║ █░ █░ █░ █░ █▄ ▄█░ █░ █░ █░ ║ ║ ▀██▄ ██░ █▄▄█░ █░█░ █░ █░ ██░ ║ ║ █░ █░ █░█░ █▄█░ █░ █░ █░ ║ ║ ▀██▀ ███░ █░▀█░ █░ ███░ ▀███░ ███░ ║ ║ ║ ║ ▄██▄ ███░ ▄█▄ ███░ ██░ █░ █░ ██░ █░ █░ ███░ ▄██▄ ║ ║ █░ █░ █░█░ █░ █░ ██▄██░ █░ ██░█░ █░ █░ ║ ║ ▀██▄ █░ █▄█░ █░ ██░ █░█░█░ ██░ █▀██░ █░ ▀██▄ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░█░█░ █░ █░██░ █░ █░ ║ ║ ▀██▀ █░ █░ █░ █░ ██░ █░▀ █░ ██░ █░ █░ █░ ▀██▀ ║ ║ Statement Printer Format: STANDARD Port: 1 Copies: 1 ║ ║ ┌──────────┬──────────┬──────────┬──────────┬──────────┬──────────┐ ║ ║ │ Scheduled│ 30 Days│ 60 Days│ 90+ Days│ Unapplied│ Total │ ║ ║ │ Due│ Past Due│ Past Due│ Past Due│ Receipts│ Due │ ║ ║ │ │ │ │ │ │ │ ║ ║ ╘══════════╧══════════╧══════════╧══════════╧══════════╧══════════╛ ║ ║ Print Statements for All Customer? (Y/N) ║ ║ Enter Customer Number: 999999 CLIENT/CUSTOMER COMPANY, INC. ║ ║ Send Output to Printer? (Y/N) ( No -> To File) ║ ║ Enter File Name: S_999999.TXT ║ ╚════════════════════════════════════════════════════════════════════════════╝ Press any key to continue... DAYO TIME & BILLING TJS LAB Page: 59 ■ EXAMPLE OF SERVICE GRAPH - STANDARD PRINT FORMAT - STATEMENT - YOUR COMPANY, INC Page 1 Attn: Accounts Receivable P.O. BOX 5555 Printed: 09/09/90 Anycity, ST 555555-5555 Time: 21:16:55 800-555-5555 Bill To: CLIENT/CUSTOMER COMPANY, INC. Customer: 999999 P.O. Box 5555 ANYCITY, XX 55555-5555 Terms: CASH Amount Enclosed: $_______________ ------------------------------------------------------------------------------ Date Description of Services Time/Qty Charge ------------------------------------------------------------------------------ 09/01/90 Invoice: 22 Project: 555555 Total: 45.51 GRASS CUTTING & YARD GROOMING Payments:- 45.51 JAR-1 Sample Item Description <1.000EA @ 0.01> LABOR Labor <1.000HR @ 45.50> 08/25/90 Invoice: 1001 Project: 555555 Total: 500.00 GRASS CUTTING & YARD GROOMING COURT Court Hearing <1.000HR @ 45.50> COURT Court Hearing <1.000HR @ 45.50> JAR-1 Sample Item Description <1.000EA @ 149.99> LABOR Labor <1.000HR @ 45.50> COURT Court Hearing <1.000HR @ 45.50> JAR-1 Sample Item Description <1.000EA @ 149.99> LABOR Labor <1.000HR @ 45.50> ---------- Please Pay This Amount -> 500.00 Current Within In After Unapplied & Past Due 30 Days 30-60 Days 60+ Days Credits Total Due ---------- ---------- ---------- ---------- ---------- ---------- 500.00 00.00 0.00 900.01 0.00 1400.01 Comment: Thank You! _________________________________________________________ TJSLAB FORM SERST DAYO TIME & BILLING TJS LAB Page: 60 ■ BROWSE AR INVOICE HEADER RECORDS (POSTED INVOICES) The main purpose of this browse routine is to allow you to view your receivable header record information. No editing of the posted invoice header should be necessary, but if it is, you can do it in this here. ╔══════════════════[ Maintenance/Browse the ARH Database ]═══════════════════╗ ║ INVOICE PROJECT CUSTOMER SHIPNAME ║ ║───────────────╥─────────╥──────────╥───────────────────────────────────────║ ║ 1002 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1003 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1004 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1005 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1006 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1007 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1008 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1009 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1010 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1011 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1012 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1013 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1014 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1015 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1016 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1017 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ║ 1018 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (INVOICE) F6 (NAME) F7 (CUSTOMER) 56/57 DAYO TIME & BILLING TJS LAB Page: 61 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ INVOICE: 1018 TAXRATE: 0.0625 │ │ PROJECT: 555555 TAXCODE: │ │ CUSTOMER: 999999 TAXES: 0.00 │ │ SHIPNAME: YOUR WAREHOUSE ADJUST: 0.00 │ │ SHIPADDR1: 123 IVERY STREET FREIGHT: 0.00 │ │ SHIPADDR2: SUBTOTAL: 500.00 │ │ SHIPCITY: ANYCITY OPEN: T │ │ SHIPSTATE: XX PRINTED: T │ │ SHIPZIP: 55555-5555 CLASS: │ │ PHONE: (800) 555-5555 PAID: 0.00 │ │ TYPE: REG COMMENT: Thank You! │ │ TERMS: CASH POSTDATE: 08/25/90 │ │ SHIPPER: US MAIL TRANSACT: │ │ DATE: 08/25/90 │ │ TIME: 23:51:47 │ │ REG: │ │ BY: TJ │ │ SALESPER: │ │ CUST_PO: │ │ SC: T │ │ BO: 0 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 62 ■ BROWSE AR INVOICE DETAIL RECORDS The main purpose of this browse routine is to allow you to view your receivable detail record information. No editing of the posted invoice detail should be necessary, but if it is, you can do it here. ╔══════════════════[ Maintenance/Browse the ARD Database ]═══════════════════╗ ║INVOICE PROJECT ITEM DESC QTY ║ ║────────╥─────────╥──────────────╥────────────────────────────────╥─────────║ ║ 3 ║ 555556 ║ JAR-1 ║ Sample Item Description ║ 3 ║ ║ 3 ║ 555556 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 3 ║ 555556 ║ RESEARCH ║ Research ║ 45 ║ ║ 4 ║ 555555 ║ OCONSULT ║ Onsite Consultation ║ 1 ║ ║ 4 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 5 ║ 555555 ║ COURT ║ Court Hearing ║ 1 ║ ║ 5 ║ 555555 ║ JAR-1 ║ Sample Item Description ║ 1 ║ ║ 5 ║ 555555 ║ LABOR ║ Labor ║ 1 ║ ║ 5 ║ 555555 ║ OCONSULT ║ Onsite Consultation ║ 4 ║ ║ 5 ║ 555555 ║ PREPTIME ║ Preparation Time ║ 1 ║ ║ 5 ║ 555555 ║ RESEARCH ║ Research ║ 1 ║ ║ 5 ║ 555555 ║ TCONSULT ║ Telephone Consultation ║ 1 ║ ║ 6 ║ 555555 ║ RESEARCH ║ Research ║ 1 ║ ║ 6 ║ 555555 ║ LABOR ║ Labor ║ 34 ║ ║ 6 ║ 555555 ║ TCONSULT ║ Telephone Consultation ║ 1000 ║ ║ 6 ║ 555555 ║ JAR-1 ║ Sample Item Description ║ 1 ║ ║ 7 ║ 555555 ║ COURT ║ Court Hearing ║ 1 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (INVOICE) F6 (ITEM) DAYO TIME & BILLING TJS LAB Page: 63 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ INVOICE: 3 │ │ PROJECT: 555556 │ │ ITEM: JAR-1 │ │ DESC: Sample Item Descript │ │ QTY: 3 │ │ PRICE: 149.99 │ │ COST: 99.50 │ │ TAXABLE: T │ │ DATE: 08/25/90 │ │ CLASS: JAR │ │ NS: F │ │ TI: F │ │ CUSTOMER: 999999 │ │ POSTDATE: / / │ │ TRANSACT: │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 64 ■ BROWSE RECEIPTS This option lets you view and optionally edit records of Cash Receipts. ╔════════════════[ Maintenance/Browse the RECEIPTS Database ]════════════════╗ ║ JOURNAL INVOICE PROJECT CUSTOMER AMOUNT CHECKNO TYPE ║ ║─────────╥─────────╥─────────╥──────────╥────────────╥──────────────╥───────║ ║ 1 ║ 13 ║ 0 ║ 999999 ║ 234.00 ║ 243 ║ ║ ║ 6 ║ 16 ║ 0 ║ 999999 ║ 100.00 ║ 12 ║ ║ ║ 7 ║ 15 ║ 0 ║ 3342 ║ 34.00 ║ 3 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (JOURNAL) F6 (CUSTOMER) F7 (INVOICE) 1/3 DAYO TIME & BILLING TJS LAB Page: 65 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ JOURNAL: 1 │ │ INVOICE: 13 │ │ PROJECT: 0 │ │ CUSTOMER: 999999 │ │ AMOUNT: 234.00 │ │ CHECKNO: 243 │ │ TYPE: │ │ DATE: 08/25/90 │ │ BY: t54 │ │ APPLIED: 234.00 │ │ CLASS: 234 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 66 ■ BROWSE APPLIED RECEIPTS This option lets you view and optionally edit records of Applied Cash Receipts. ╔════════════════[ Maintenance/Browse the APPLIED Database ]═════════════════╗ ║ JOURNAL INVOICE PROJECT AMOUNT DATE ║ ║────────────────────╥─────────╥─────────╥────────────╥──────────────────────║ ║ 1 ║ 13 ║ 0 ║ 234.00 ║ 09/09/90 ║ ║ 6 ║ 13 ║ 0 ║ 16.36 ║ 09/09/90 ║ ║ 6 ║ 16 ║ 0 ║ 83.64 ║ 09/09/90 ║ ║ 7 ║ 15 ║ 0 ║ 34.00 ║ 09/09/90 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (JOURNAL) F6 (INVOICE) 1/4 DAYO TIME & BILLING TJS LAB Page: 67 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ JOURNAL: 1 │ │ INVOICE: 13 │ │ PROJECT: 0 │ │ AMOUNT: 234.00 │ │ DATE: 09/09/90 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 68 ■ RESET BALANCE DUE FOR CUSTOMERS/CLIENTS If ever there exists a doubt about the current status of a customers balance due total, you can reset it by highlighting the selected customer, then pressing Ctrl F2. All open invoices will be summed to determine the amount due (subtracting any unapplied cash receipts or payments). AR RESET ╔════════════════════════════════════════════════════════════════════════════╗ ║ ██░ █▄███░ █▄███░ ████░ ▄███▄ ████░ █████░ ║ ║ █▀▀█░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ █░ █░ █░ █░ ║ ║ ██▄▄██░ █▄▄▄█░ █▄▄▄█░ ███░ ▀███▄ ███░ █░ ║ ║ █░ █░ █░▀█░ █░▀█░ █░ █░ █░ █░ ║ ║ █░ █░ █░ ▀█░ █░ ▀█░ █░ █░ █░ █░ ║ ║ █░ █░ █░ █░ █░ █░ ████░ ▀███▀ ████░ █░ ║ ╟───────────────────[ RESET BALANCE DUE ON ALL CUSTOMERS ]───────────────────╢ ║ ║ ║This job will reset/recalculate the 'Balance Due' for each customer. ║ ║It will reset the PAID_PURC and DUE fields in the database: CUSTOMER.DBF. ║ ║The PAID_PURC field is computed as the sum of the PAID fields in all open ║ ║AR header records. This sum is then added to the sum of all cash receipt ║ ║records in the database: RECEIPTS.DBF. ║ ║The DUE field is computed as the sum of the SUBTOTAL+ADJUST+FREIGHT+TAXES ║ ║fields in all open invoice header records. This sum, minus any unapplied ║ ║cash receipts, make up the balance due (DUE). ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ Do you wish to continue? (Y/N) * ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 69 ■ PROGRESS GRAPH The progress of the reset operation is displayed onto the screen: AR RESET ╔════════════════════════════════════════════════════════════════════════════╗ ║ 0 Records 5 9 ║ ║ ╔════════════════╦══════════════════╦═════════════════╦════════════════╗ ║ ║ ╠██████████████████████████████████████████████████████████████████████╣ ║ ║ ╠════════════════╩══════════════════╬═════════════════╩════════════════╣ ║ ║ 0% Completed 50% Done!║ ║ ║ ║ Total Account Receivables: 21502.16 ║ ╟───────────────────[ RESET BALANCE DUE ON ALL CUSTOMERS ]───────────────────╢ ║ ║ ║This job will reset/recalculate the 'Balance Due' for each customer. ║ ║It will reset the PAID_PURC and DUE fields in the database: CUSTOMER.DBF. ║ ║The PAID_PURC field is computed as the sum of the PAID fields in all open ║ ║AR header records. This sum is then added to the sum of all cash receipt ║ ║records in the database: RECEIPTS.DBF. ║ ║The DUE field is computed as the sum of the SUBTOTAL+ADJUST+FREIGHT+TAXES ║ ║fields in all open invoice header records. This sum, minus any unapplied ║ ║cash receipts, make up the balance due (DUE). ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ ║ ║ Do you wish to continue? (Y/N) * ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 69.1 ■ STATEMENT LETTERS This is a Form Letter routine that prints 1 of 10 user defined letters to printer or file with information about customers with currently due or past due AR balances. The first screen prompts for the Form Letter to be used or editted. There are 10 of them to select from. They are all identical except that the first 5 use the extended ASCII characters to border the PAST DUE CHART. ╔════════════════════════════════════════════════════════════════════════════╗ ║ ████░ █████░ ▄█▄ █████░ ████░ █░ █░ ████░ █░ █░ █████░ ║ ║ █░ █░ █░█░ █░ █░ ███ ███░ █░ ██░ █░ █░ ║ ║ ████░ █░ ███░ █░ ███░ █░███░█░ ███░ ███▄█░ █░ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░ █░ █░ █░ █░▀██░ █░ ║ ║ ████░ █░ █░ █░ █░ ████░ █░ ▀ █░ ████░ █░ ▀█░ █░ ║ ║ <<DATE>> <<NAME>> <<PHONE>> <<TERMS>> <<CUSTOMER>> <<ADDRESS>> <<PASTDUE>> ║ ║ <<DUENOW>> █░ ████░ █████░ █████░ ████░ █▄███░ ████░ <<CHART1>> ║ ║ █░ █░ █░ █░ █░ █░ █░ █░ <<CHART2>> ║ ║ █░ ███░ █░ █░ ███░ █████░ ████░ ║ ║ █░ █░ █░ █░ █░ █░▀█░ █░ ║ ║ █████░ ████░ █░ █░ ████░ █░ ▀█░ ████░ ║ ║ This routine prints out a 'Past Due' letter for a specific or all ║ ║ customers that are past due in payment for their AR balances. ║ ║ Select Option ->Edit/Select Letter #1 ║ ║ Edit/Select Letter #2 ║ ║ Edit/Select Letter #3 ║ ║ Edit/Select Letter #4 ║ ║ Edit/Select Letter #5 ║ ║ Edit/Select Letter #6 ║ ║ Edit/Select Letter #7 ║ ║ Edit/Select Letter #8 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 69.2 ■ EDIT STATEMENT LETTER - FORM LETTER After selecting the desired letter option (1-10) it will be presented to you for editting. The following is an example of the default letter: <<DATE>> To: <<NAME>> Account: <<CUSTOMER>> <<ADDRESS>> <<PHONE>> From: YOUR COMPANY, INC Attn: Account Receivable P.O. BOX 5555 Anycity, ST 555555-5555 Dear Valued Customer, Our records show that you are past due in the amount listed below. Please make every attempt to correct this situation. Call us if you have ANY question about the total. Our phone number is 800-555-5555. Your Terms: <<TERMS>> Total Currently Due: <<DUENOW>> *** Amount Past Due: <<PASTDUE>> <<CHART1>> Sincerely, TJ Accounts Receivables ■ SPECIAL FORM LETTER CODES Special Form Letter Codes consist of the following: <<DATE>> - Date letter was printed <<CUSTOMER>> - Customer number, ie: 100010 <<NAME>> - Customer name <<ADDRESS>> - Customer's address, ie: 1080 East Liberty Street East Side Building North Augusta, SC 29841 <<PHONE>> - Customer's telephone number <<TERMS>> - Invoice & Billing Terms, ie: NET 30 <<PASTDUE>> - Amount past due <<DUENOW>> - Amount currently due (includes past due amount) <<CHART1>> - Chart containing currently due, 30+, 60+, 90+, unapplied receipts and total due <<CHART2>> - Same as CHART1 except no extended ASCII characters are used to border the CHART DAYO TIME & BILLING TJS LAB Page: 69.3 You can print Statement Letters for a specific customer or all: ╔════════════════════════════════════════════════════════════════════════════╗ ║ ████░ █████░ ▄█▄ █████░ ████░ █░ █░ ████░ █░ █░ █████░ ║ ║ █░ █░ █░█░ █░ █░ ███ ███░ █░ ██░ █░ █░ ║ ║ ████░ █░ ███░ █░ ███░ █░███░█░ ███░ ███▄█░ █░ ║ ║ █░ █░ █▀ ▀█░ █░ █░ █░ █░ █░ █░ █░▀██░ █░ ║ ║ ████░ █░ █░ █░ █░ ████░ █░ ▀ █░ ████░ █░ ▀█░ █░ ║ ║ <<DATE>> <<NAME>> <<PHONE>> <<TERMS>> <<CUSTOMER>> <<ADDRESS>> <<PASTDUE>> ║ ║ <<DUENOW>> █░ ████░ █████░ █████░ ████░ █▄███░ ████░ <<CHART1>> ║ ║ █░ █░ █░ █░ █░ █░ █░ █░ <<CHART2>> ║ ║ █░ ███░ █░ █░ ███░ █████░ ████░ ║ ║ █░ █░ █░ █░ █░ █░▀█░ █░ ║ ║ █████░ ████░ █░ █░ ████░ █░ ▀█░ ████░ ║ ║ This routine prints out a 'Past Due' letter for a specific or all ║ ║ customers that are past due in payment for their AR balances. ║ ║ Select Option ->Edit/Select Letter #4 ║ ║ Select Option ->Letter For All Customers ║ ║ Letter For A Specific Customer ║ ║ Exit/Abort ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit/Abort) F1 (Help) If you select a specific customer, you will be prompted to enter his number, or to select from a 'browse': ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 2001 ║ Ebon Research Systems/B.B.B. ║ Joe Morgan ║ ║ 2002 ║ Fischer International Systems ║ Mr. J. Kaplan ║ ║ 2003 ║ Metropolitan Life Insurance Co ║ Attn: Personnel Manager ║ ║ 2004 ║ Commissioner of Patents & Trad ║ (Trademark Applications) ║ ║ 2005 ║ G.F. Stores Ltd. ║ Attn: Joe P. Kiene ║ ║ 2006 ║ Roger Gay ║ ║ ║ 2007 ║ James J. Spinelli ║ Jim ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Customer) F1 (Help) Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) <INSERT ON> 2002/30934 If you decide to print all customers, you will be able to narrow the printing down to 5 conditions: 1. All Currently Due 2. All Past Due 3. All Past Due 30+ Days 4. All Past Due 60+ Days 5. All Past Due 90+ Days DAYO TIME & BILLING TJS LAB Page: 70 ■ INVENTORY The INVENTORY module is provided to allow you to view/edit and maintenance your inventory items. The ability to 'move' quantities between warehouses/ locations is also available. DAYO Time & Billing V4.00 TJS LAB, Inc. INVENTORY ┌─────[June 1992]────┐ ╔════════════════════════╗All Rights Reserved │S M T W T F S │ ║ INVENTORY ║ ╞════════════════════╡ ╟────────────────────────╢▄████░ ▄███▄ ██░ ██░ ██████░│ 1 2 3 4 5 6│ ║ BROWSE INVENTORY ║░ ██░ ██░██░ ██░ ██░ ██░ ██░│ 7 8 9 10 11 12 13│ ║ BROWSE WAREHOUSES ║░ ██░ ██░██░ ▀████▀ ██░ ██░│14 15 16 17 18 19 20│ ║ BROWSE WAREHOUSE NAMES ║░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██░│21 22 23 24 25 26 27│ ║ BROWSE ADJUSTMENTS ║░ ██░ ██░ ██░ ██░ ██░ ██░│28 29 30 │ ║ BROWSE SPECIAL PRICES ║█████░ ██░ ██░ ██░ ██████░│ │ ╟────────────────────────╢ └────────────────────┘ ║ Select Option ║───────┤ DAYO TIME & BILLING STATISTICS ├──────────╖ ╚════════════════════════╝RRENT DRIVE: FREE DISK SPACE: 49,111,040 ║ ╟────────────────────╢╟──────────────────────────────────────────────────────╢ ║ 6 MISC ROUTINES ║║ DATABASE NAME RECORDS SIZE ║ ╟────────────────────╢╟──────────────────────────────────────────────────────╢ ║ 7 EXIT ║║ INVOICE.DBF Invoice Headers 23 11K ║ ╚════════════════════╝║ DETAIL.DBF Invoice Detail 195 31K ║ Select Option ║ CUSTOMER.DBF Customers/Clients 6 4K ║ █████████░ ██▄████▄ ║ CUSTMEMO.DBT Notes 14K ║ ██░ ██░ ██░ ║ PROJECTS.DBF Projects/Jobs/Cases 14 2K ║ ██░ ██▄▄▄▄█░ ║ PROJECTS.DBT Notes 49K ║ ██░ ██░ ██░ ║ INV.DBF Inventory 11 4K ║ ██░ ██░ ██░ ║ ARH.DBF Posted AR Headers 6 4K ║ ██░ ██▀████▀ ╚══════════════[ Press Alt F9 To Reindex ]═════════════╝ DAYO TIME & BILLING TJS LAB Page: 71 ■ BROWSE INVENTORY All data in the INV.DBF and WAREHOUS.DBF is available for your inspection while in the inventory browse screen. Use the right, left, up, down, page up, page down to view records/fields below and to the right/left of the highlighted field. See the section on HELP SCREEN for more on special keys while in the browse screens. DAYO Time & Billing V3.0 TJS LAB INVENTORY ┌───[February 1991]──┐ ╔══════════════════════════════════════════════════════╗│S M T W T F S │ ║Item: PREPTIME Desc: Preparation Time ║╞════════════════════╡ ║Vendor Item: Vendor: ║│ 1│ ║Onhand: 546 On Order: 0 Stock: 0 ║│ 2 3 4 5 6 7 8│ ║PTD Sold: 102 YTD Sold: 102 BO: 0 ║│ 9 10 11 12 13 14 15│ ║Cost: 45.00 Price: 45.00 Retail: 45.00║│16 17 18 19 20 21 22│ ║Type: PT Class: PT Taxable: N Serial No: N ║│23 24 25 26 27 28 29│ ║NonStandard Item Unit: HR Time or Quantity: Time ║│30 │ ╚════════════════════════[ INVENTORY DATABASE BROWSE ]═╝└────────────────────┘ ITEM DESC ONHAND TI UNIT NS ─────────────────╥────────────────────────────────╥─────────╥────╥──────╥───── COURT ║ Court Hearing ║ 0 ║ T ║ HR ║ T JAR-1 ║ Sample Item Description ║ 86 ║ F ║ EA ║ F LABOR ║ Labor ║ 566 ║ T ║ HR ║ T OCONSULT ║ Onsite Consultation ║ 0 ║ T ║ HR ║ T PREPTIME ║ Preparation Time ║ 546 ║ T ║ HR ║ T RESEARCH ║ Research ║ 0 ║ T ║ HR ║ T TCONSULT ║ Telephone Consultation ║ 456 ║ T ║ HR ║ T TCONSULT2 ║ Telephone Consultation ║ 4 ║ T ║ HR ║ T Esc (Exit) F1 (Help) F2 (Edit) F4 (Warehouses) Shift F1 (Adjustment) Ctrl N(Add) Ctrl U (Del) Find F5 (Item) F6 (Desc) F7 (Vendor) F8 (VendItem) F9 (Type) 6/10 DAYO TIME & BILLING TJS LAB Page: 72 ■ FULL SCREEN EDIT - F2 If the 'Allow Browse Edit' (from the Configuration module) is set to 'Y', you can press F2 to bring up an edit screen. Note that this option will display up to 42 of the fields in the inventory database (INV.DBF). All inventory database (INV.DBF) fields, plus any you add (up to 42), will be presented on the screen for editing. The only type of field that can not be edited is the memo type. ┌──────────────────────[ EDIT ITEM - FULL SCREEN EDIT ]──────────────────────┐ │ ITEM: PREPTIME TYPE: PT │ │ DESC: Preparation Time CLASS: PT │ │ ONHAND: 546 TAXABLE: F │ │ TI: T SERIALNO: F │ │ UNIT: HR WEIGHT: 0.00 │ │ NS: T LOCATION: │ │ SOLDYTD: 102 │ │ SOLDPTD: 102 │ │ PRICE: 45.00 │ │ COST: 45.00 │ │ AVGCOST: 0.00 │ │ REALCOST: 0.00 │ │ RETAIL: 45.00 │ │ ALLOCATED: 0 │ │ ONORDER: 0 │ │ BO: 0 │ │ VENDITEM: │ │ VENDOR: │ │ DATE: / / │ │ LASTDATE: 08/26/90 │ │ STOCKLEVEL: 0 │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 73 ■ WAREHOUSES - F4 Inventory comes with a simple to use warehouse maintenance routine. This routine was created to allow you to place some of your inventory in locations other than the main warehouse quantity field (ONHAND). To operate the warehouse transfer routine, press F4 at the inventory browse screen after highlighting/finding the desired item. Two windows will appear onto the screen. The screen on the upper left is a user maintained file containing the literal name of a warehouse/location aside its 'code'. The window on the right side contains the seven default warehouse/location codes. Since it could not be determined what warehouses (if any) you might use, seven default warehouses/locations are initially created. If desired, additional warehouses/locations can be added to the warehouse quantity database (WAREHOUS.DBF). Use the MODIFY DATABASE option, in the MISC ROUTINES to accomplish this task. All warehouse/location field names must start with 'LOC' and then a number. Insure that you make backups of your databases before attempting any change! Insure that every field name is unique! DAYO Time & Billing V3.0 TJS LAB INVENTORY ┌───[February 1991]──┐ ┌────────────────────────────────────────────┐┌─────────────────────┐T F S │ │ Warehouse Name/Location ││ WAREHOUSE TRANSFERS │════════╡ │ OnHand Main Warehouse │╞═════════════════════╡ 1│ │ LOC1 RETURN TO VENDOR FOR REPAIR ││ Warehouse Qty │ 6 7 8│ │ LOC2 INTERNAL/OFFICE USE ││ Onhand 546 │13 14 15│ │ LOC3 DISCONTINUED ││ LOC1 0 │20 21 22│ │ LOC4 DAMAGED ││ SLLOC1 0 │27 28 29│ │ LOC5 BACK CLOSET... ││ LOC2 0 │ │ │ LOC6 USED ││ SLLOC2 0 │────────┘ │ LOC7 OUT ON LOAN ││ LOC3 0 │ └────────────────────────────────────────────┘│ SLLOC3 0 │IT NS ─────────────────╥────────────────────────────│ LOC4 0 │───╥───── COURT ║ Court Hearing │ SLLOC4 0 │ ║ T JAR-1 ║ Sample Item Description │ LOC5 0 │ ║ F LABOR ║ Labor │ SLLOC5 0 │ ║ T OCONSULT ║ Onsite Consultation │ LOC6 0 │ ║ T PREPTIME ║ Preparation Time ╞═════════════════════╡ ║ T RESEARCH ║ Research │ Select a Warehouse │ ║ T TCONSULT ║ Telephone Consultation │ with a quantity > 0 │ ║ T TCONSULT2 ║ Radio │ to transfer quantity│ ║ F Esc (Exit) F1 (Help) F2 (Edit) F4 (War│ FROM... │justment) Ctrl N(Add) Ctrl U (Del) └─────────────────────┘ Find F5 (Item) F6 (Desc) F7 (Vendor) F8 (VendItem) F9 (Type) 6/10 DAYO TIME & BILLING TJS LAB Page: 74 ■ WAREHOUSE TRANSFER To 'move' quantity from one warehouse/location (ie: ONHAND to LOC3), press Enter/Return upon a highlighted warehouse field. A prompt will appear upon the screen (if any quantity exists) requesting the transfer amount. This amount can not exceed the warehouse/location total. Highlight the warehouse to receive the quantity, and press Enter/Return to place the quantity in that warehouse/location. ┌────────────────────────────────────────────────┐ │ Enter Quantity to be Transferred: 10 │ └────────────────────────────────────────────────┘ ■ INVENTORY ADJUSTMENT - SHIFT F1 To adjust inventory item quantities and/or costs, a inventory adjustments routine is provided by simultaneously pressing either of the shift keys (left or right) and the F1 key. A window prompt will appear below the display of the item data (top left of screen): You can adjust/change the COST, PRICE, RETAIL fields. The 'Qty' field contains the number of items to be adjusted. To complete the adjustment task, you must enter a REASON! Pressing 'Esc' will abort the operation. One of the main uses of this option will be to add (or remove) quantities from the inventory database. The invoicing process automatically removes quantity from the database. DAYO Time & Billing V3.0 TJS LAB INVENTORY ┌───[February 1991]──┐ ┌──────────────────────────────────────────────────────┐│S M T W T F S │ │Item: PREPTIME Desc: Preparation Time │╞════════════════════╡ │Vendor Item: Vendor: ││ 1│ │Onhand: 536 On Order: 0 Stock: 0 ││ 2 3 4 5 6 7 8│ │PTD Sold: 102 YTD Sold: 102 BO: 0 ││ 9 10 11 12 13 14 15│ │Cost: 45.00 Price: 45.00 Retail: 45.00 ││16 17 18 19 20 21 22│ │Type: PT Class: PT Taxable: N Serial No: N ││23 24 25 26 27 28 29│ │NonStandard Item Unit: HR Time or Quantity: Time ││30 │ │ INVENTORY ADJUSTMENT │└────────────────────┘ │ Cost: 45.00│ A positive Qty adds to the │ │ Price: 45.00│ inventory. │ TI UNIT NS │ Retail: 45.00│ A negative Qty removes from │──╥────╥──────╥─────── │ Time: 10.000 │ the inventory. │0 ║ T ║ HR ║ T │ Reason: LOST TO JOE │6 ║ F ║ EA ║ F └──────────────────────────────────────────────────────┘6 ║ T ║ HR ║ T OCONSULT ║ Onsite Consultation ║ 0 ║ T ║ HR ║ T PREPTIME ║ Preparation Time ║ 536 ║ T ║ HR ║ T RESEARCH ║ Research ║ 0 ║ T ║ HR ║ T TCONSULT ║ Telephone Consultation ║ 456 ║ T ║ HR ║ T Esc (Abort) You must Enter a REASON to complete the Adjustment! DAYO TIME & BILLING TJS LAB Page: 75 ■ ADD NEW ITEM - CTRL N To add a new item, simultaneously press the 'Ctrl' and 'N' keys. The window containing the item data (upper left display of screen) becomes the data entry screen for new items: ╔═[ Add New Item ]═════════════════════════════════════╗ ║Item: NEW ITEM Desc: ║ ║Vendor Item: Vendor: ║ ║Onhand: 0 On Order: Stock: 0 ║ ║PTD Sold: YTD Sold: BO: 0 ║ ║Cost: 0.00 Price: 0.00 Retail: 0.00 ║ ║Type: Class: Taxable: Y Serial No: N ║ ║Standard Item? Y Unit: HR Time? Y ║ ╚════════════════════════[ INVENTORY DATABASE BROWSE ]═╝ It is very important that the ITEM, DESC, COST, and VENDOR fields be entered. They are the most critical ones. See the DATABASE DICTIONARY section for more information on the fields. ■ DELETE AN ITEM - CTRL U To delete an inventory item (be cautious) press Ctrl U. This marks the record for deletion. It can be physically removed with the PACK option from the MISC routine module. When deleting items, be sure that you have no quantity in the ONHAND field of the inventory database (INV.DBF), in any of the LOCx field of the warehouse database (WAREHOUS.DBF), and if you are using the DAYO Inventory module, in the purchase order database (POD.DBF), and/or in the receiving database (REC.DBF). ■ FIND ITEM - F5 ┌─────────────────────────────────────────────────────────────┐ │ Enter ITEM: JAR │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND DESCRIPTION - F6 ┌─────────────────────────────────────────────────────────────┐ │ Enter DESC: │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO TIME & BILLING TJS LAB Page: 76 ■ FIND VENDOR + DESCRIPTION - F7 ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDOR+DESC: │ └───────────────────────────────────────────────────TJS LAB───┘ ■ FIND VENDITEM - F8 ┌─────────────────────────────────────────────────────────────┐ │ Enter VENDITEM: │ └────────────────────────────────────────────────────TJSLAB───┘ ■ FIND TYPE - F9 ┌─────────────────────────────────────────────────────────────┐ │ Enter TYPE: │ └───────────────────────────────────────────────────TJS LAB───┘ DAYO TIME & BILLING TJS LAB Page: 77 ■ BROWSE WAREHOUSE DATABASE This database (WAREHOUS.DBF) contains quantities of items located in warehouses other than the main warehouse which is the field ONHAND in the database INV.DBF. The fields that start with 'LOC' are the warehouse quantity values. The fields that start with 'SLLOC' are the stocking levels for the corresponding warehouse quantity fields. ╔═══════════════[ Maintenance/Browse the WAREHOUSE Database ]════════════════╗ ║ ITEM LOC1 SLLOC1 LOC2 SLLOC2 LOC3 SLLOC3 ║ ║───────────────╥─────────╥─────────╥─────────╥─────────╥─────────╥──────────║ ║ 123-45678 ║ 1 ║ 0 ║ 1 ║ 0 ║ 32 ║ 0 ║ ║ OWED TIME ║ 0 ║ 0 ║ 10 ║ 0 ║ 0 ║ 0 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (ITEM) 1/2 DAYO TIME & BILLING TJS LAB Page: 78 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ ITEM: PREPTIME │ │ LOC1: 0 │ │ SLLOC1: 0 │ │ LOC2: 10 │ │ SLLOC2: 0 │ │ LOC3: 0 │ │ SLLOC3: 0 │ │ LOC4: 0 │ │ SLLOC4: 0 │ │ LOC5: 0 │ │ SLLOC5: 0 │ │ LOC6: 0 │ │ SLLOC6: 0 │ │ LOC7: 0 │ │ SLLOC7: 0 │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 79 ■ BROWSE WAREHOUSE NAMES For each warehouse, you may desire to have a name for it. The fields in the database WAREHOUS.DBF that start with 'LOC' are the warehouse quantity fields. For each one of these fields, there should exist a record in this database (WARENAME.DBF) that contains the name and/or description of the warehouse. Some default/sample names and descriptions are supplied/created upon initial setup of DAYO Time & Billing. You can edit/overwrite these or add more if you so desire... ╔═══════[ Maintenance/Browse the WAREHOUSE NAMES (WARENAME) Database ]═══════╗ ║ LOC NAME ║ ║───────────────────────────╥────────────────────────────────────────────────║ ║ LOC1 ║ RETURN TO VENDOR FOR REPAIR ║ ║ LOC2 ║ INTERNAL/OFFICE USE ║ ║ LOC3 ║ DISCONTINUED ║ ║ LOC4 ║ DAMAGED ║ ║ LOC5 ║ BACK CLOSET... ║ ║ LOC6 ║ USED ║ ║ LOC7 ║ OUT ON LOAN ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (LOCATION) 1/7 DAYO TIME & BILLING TJS LAB Page: 80 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ LOC: LOC1 │ │ NAME: RETURN TO VENDOR FOR │ │ COMMENTS: │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 81 ■ BROWSE INVENTORY ADJUSTMENTS Inventory adjustments records are view and optionally edited, added or deleted from this browse screen. ╔═════[ Maintenance/Browse the INVENTORY ADJUSTMENTS (INVADJ) Database ]═════╗ ║ITEM VENDITEM QTY COST PRICE RETAIL ║ ║─────────────╥──────────────╥─────────╥────────────╥────────────╥───────────║ ║JAR-1 ║ ║ 3 ║ 3.00 ║ 4.00 ║ 5.00║ ║PREPTIME ║ ║ 10 ║ 45.00 ║ 45.00 ║ 45.00║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) No Indexes... 1/2 DAYO TIME & BILLING TJS LAB Page: 82 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ ITEM: JAR-1 │ │ VENDITEM: │ │ QTY: 3 │ │ COST: 3.00 │ │ PRICE: 4.00 │ │ RETAIL: 5.00 │ │ DOLLARS: 3.00 │ │ REASON: FOUND IN CLOSET │ │ LOC: │ │ CLASS: XXX │ │ TRANSACT: │ │ BY: TJ │ │ DATE: 09/08/90 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 83 ■ BROWSE SPECIAL PRICES DATABASE The option exists to have fixed pricing for specific customers/clients. Adding a record into this database (PB.DBF) containing the customer/client number, the item number and the price will cause the invoicing process to automatically charge the selected customer/client the price entered here. If this routine is utilized more, then use the DAYO Price Book module which makes the maintenance easier. ╔══════════[ Maintenance/Browse the SPECIAL PRICES (PB) Database ]═══════════╗ ║ CUSTOMER ITEM PRICE ║ ║─────────────────────────────╥──────────────╥───────────────────────────────║ ║ 999999 ║ JAR-1 ║ 0.01 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) F1 (Help) F2 (Edit) Ctrl N (Add) Ctrl U (Delete) Find: F5 (CUSTOMER) F6 (ITEM) 1/1 DAYO TIME & BILLING TJS LAB Page: 84 ■ FULL SCREEN EDIT - F2 Press 'F2' to bring up a Full Screen Edit: ┌────────────────────────────[ FULL SCREEN EDIT ]────────────────────────────┐ │ CUSTOMER: 999999 │ │ ITEM: JAR-1 │ │ PRICE: 0.01 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit DAYO TIME & BILLING TJS LAB Page: 85 ■ CONFIGURATION DAYO Time & Billing V4.00 TJS LAB, Inc. ┌─────[June 1992]────┐ ╔═══════════════════════╗All Rights Reserved │S M T W T F S │ ║ CONFIGURATION ║ ╞════════════════════╡ ╟───────────────────────╢▄████░ ▄███▄ ██░ ██░ ██████░ │ 1 2 3 4 5 6│ ║ Company Name ║░ ██░ ██░██░ ██░ ██░ ██░ ██░ │ 7 8 9 10 11 12 13│ ║ Company Address ║░ ██░ ██░██░ ▀████▀ ██░ ██░ │14 15 16 17 18 19 20│ ║ Company Telephone ║░ ██░ ██▀▀▀██░ ▀██▀ ██░ ██░ │21 22 23 24 25 26 27│ ║ Last Customer # ║░ ██░ ██░ ██░ ██░ ██░ ██░ │28 29 30 │ ║ Auto Print Invoice ║█████░ ██░ ██░ ██░ ██████░ │ │ ║ Last Invoice Number ║ └────────────────────┘ ║ Invoice Printer Type ║───────┤ DAYO TIME & BILLING STATISTICS ├──────────╖ ║ Invoice Printer Port ║RRENT DRIVE: FREE DISK SPACE: 49,111,040 ║ ║ Invoice Copies ║───────────────────────────────────────────────────╢ ║ Default Comment ║TABASE NAME RECORDS SIZE ║ ║ Statement Prnt Type ║───────────────────────────────────────────────────╢ ║ Statement Prnt Port ║VOICE.DBF Invoice Headers 23 11K ║ ║ Statement Copies ║TAIL.DBF Invoice Detail 195 31K ║ ║ Statement Comment ║STOMER.DBF Customers/Clients 6 4K ║ ║ Last Project Number ║STMEMO.DBT Notes 14K ║ ║ Customer Title ║OJECTS.DBF Projects/Jobs/Cases 14 2K ║ ║ Project Title ║OJECTS.DBT Notes 49K ║ ║ Time Title ║V.DBF Inventory 11 4K ║ ╟───────────────────────╢H.DBF Posted AR Headers 6 4K ║ ║ Select Option ║═══════════[ Press Alt F9 To Reindex ]═════════════╝ ╚═══════════════════════╝ ■ CONFIGURATION OPTIONS LISTING Company Name Default Invoice Type Company Address Default Shipper Company Telephone Default Terms Last Customer # Allow Invoice Edit Auto Print Invoice Allow Inventory Edit Last Invoice Number Allow Customer Add Invoice Printer Type Allow Inventory Add Invoice Printer Port Override Onhand Invoice Copies Use Credit Limit Default Comment Default Credit Limit Statement Prnt Type Post Returns/Refunds Statement Prnt Port Tax Adjustments Statement Copies Use ShipTo Addresses Statement Comment Serial Cash Drawer Last Project Number Cash Drawer Port Customer Title Parallel Cash Drawer Project Title Parallel Drawer Port Time Title Parallel Setup Code Default Project Rate Report Printer Type Inventory Location Report Printer Port Customer Location Visual Indexing Price Book Location Auto Daily Indexing Current Directory Color Default Tax Code High Intensity DAYO TIME & BILLING TJS LAB Page: 86 ■ COMPANY NAME ┌──────────────────────────────[ COMPANY NAME ]──────────────────────────────┐ │ Enter Your Company Name: YOUR COMPANY, INC │ └────────────────────────────────────────────────────────────────────────────┘ ■ COMPANY ADDRESS ┌────────────────────────────[ COMPANY ADDRESS ]─────────────────────────────┐ │ Address Line 1: Attn: Accounts Receivable │ │ Address Line 2: P.O. BOX 5555 │ │ City, State ZIP: Anycity, ST 555555-5555 │ └────────────────────────────────────────────────────────────────────────────┘ ■ COMPANY TELEPHONE ┌───────────────────────────[ COMPANY TELEPHONE ]────────────────────────────┐ │ Enter Your Company Telephone: 800-555-5555 │ └────────────────────────────────────────────────────────────────────────────┘ ■ LAST CUSTOMER ACCOUNT NUMBER ┌──────────────────────[ LAST CUSTOMER ACCOUNT NUMBER ]──────────────────────┐ │ Note, this option should be maintained by DAYO AR... │ │ │ │ Enter Last Customer Account Number: 30009 │ └────────────────────────────────────────────────────────────────────────────┘ ■ AUTOMATICALLY PRINT INVOICES AFTER INVOICING ┌──────────────[ AUTOMATICALLY PRINT INVOICES AFTER INVOICING ]──────────────┐ │ If you want your invoices to automatically print after invoicing, then │ │ change this option to Y (YES). │ │ Default is to automatically print the invoices. │ │ │ │ Automatically Print Invoices? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 87 ■ LAST INVOICE NUMBER ┌──────────────────────────[ LAST INVOICE NUMBER ]───────────────────────────┐ │ Enter Last Invoice Number: 23 │ └────────────────────────────────────────────────────────────────────────────┘ ■ INVOICE PRINTER TYPE ┌──────────────────────────[ INVOICE PRINTER TYPE ]──────────────────────────┐ │ There are 3 types of DAYO TB printed invoices: STANDARD, LASER, and │ │ the DATA ONLY invoice. │ │ The STANDARD invoice prints standard characters with headings. │ │ The LASER invoice prints a special invoice onto a Hewlett Packard │ │ compatible laser printer. │ │ The DATA ONLY invoice is the same as the STANDARD with the exception │ │ of the headings (for use with pre-printed forms). │ │ │ │ Enter Your Invoice Printer Type -> STANDARD │ │ LASER │ │ DATA ONLY │ │ │ └────────────────────────────────────────────────────────────────────────────┘ ■ SHADE LASER PRINTER FORMAT ┌──────────────────────────[ INVOICE PRINTER TYPE ]──────────────────────────┐ │ There are 3 types of DAYO TB printed invoices: STANDARD, LASER, and │ │ the DATA ONLY invoice. │ │ The STANDARD invoice prints standard characters with headings. │ │ The LASER invoice prints a special invoice onto a Hewlett Packard │ │ compatible laser printer. │ │ The DATA ONLY invoice is the same as the STANDARD with the exception │ │ of the headings (for use with pre-printed forms). │ │ │ │ Enter Your Invoice Printer Type -> LASER │ │ │ │ Do you wish to shade every other line item? (Y/N) │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 88 ■ INVOICE PRINTER PORT ┌──────────────────────────[ INVOICE PRINTER PORT ]──────────────────────────┐ │ Enter Your Invoice Printer Port (1,2,3): 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ NUMBER OF INVOICE COPIES TO PRINT ┌───────────────────[ NUMBER OF INVOICE COPIES TO PRINT ]────────────────────┐ │ This option determines the number of invoice copies to print at the │ │ time of invoicing. Default is to print one copy of the invoice. │ │ │ │ Enter Number of Invoice Copies: 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT INVOICE COMMENT ┌────────────────────────[ DEFAULT INVOICE COMMENT ]─────────────────────────┐ │ This comment is printed onto every Invoice. │ │ │ │ Enter Default Comment: Thank You! │ └────────────────────────────────────────────────────────────────────────────┘ ■ STATEMENT PRINTER TYPE ┌─────────────────────────[ STATEMENT PRINTER TYPE ]─────────────────────────┐ │ There are 3 types of DAYO TB printed Statements: STANDARD, LASER, and │ │ the DATA ONLY statement. │ │ The STANDARD statement prints standard characters with headings. │ │ The LASER statement prints a special statement onto a Hewlett Packard │ │ compatible laser printer. │ │ The DATA ONLY statement is the same as the STANDARD with the exception │ │ of the headings (for use with pre-printed forms). │ │ │ │ Enter Your Statement Printer Type ->STANDARD │ │ LASER │ │ DATA ONLY │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 89 ■ SHADE LASER STATEMENTS ┌─────────────────────────[ STATEMENT PRINTER TYPE ]─────────────────────────┐ │ There are 3 types of DAYO TB printed Statements: STANDARD, LASER, and │ │ the DATA ONLY statement. │ │ The STANDARD statement prints standard characters with headings. │ │ The LASER statement prints a special statement onto a Hewlett Packard │ │ compatible laser printer. │ │ The DATA ONLY statement is the same as the STANDARD with the exception │ │ of the headings (for use with pre-printed forms). │ │ │ │ Enter Your Statement Printer Type ->LASER │ │ │ │ Do you wish to shade every other line item? (Y/N) │ │ │ └────────────────────────────────────────────────────────────────────────────┘ ■ STATEMENT PRINTER PORT ┌─────────────────────────[ STATEMENT PRINTER PORT ]─────────────────────────┐ │ Enter Your Statement Printer Port (1,2,3): 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ NUMBER OF STATEMENT COPIES TO PRINT ┌──────────────────[ NUMBER OF STATEMENT COPIES TO PRINT ]───────────────────┐ │ This option determines the number of statement copies to print at the │ │ time of invoicing. Default is to print one copy of the statement. │ │ │ │ Enter Number of Statement Copies: 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT STATEMENT COMMENT ┌───────────────────────[ DEFAULT STATEMENT COMMENT ]────────────────────────┐ │ This comment is printed onto every Statement. │ │ │ │ Enter Default Comment: Thank You! │ └────────────────────────────────────────────────────────────────────────────┘ ■ LAST PROJECT NUMBER ┌──────────────────────────[ LAST PROJECT NUMBER ]───────────────────────────┐ │ Enter Last Project Number: 5 │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 90 ■ CUSTOMER/CLIENT TITLE ┌─────────────────────────[ CUSTOMER/CLIENT TITLE ]──────────────────────────┐ │ Title/Phrase to replace 'CUSTOMER' on many reports and screens... │ │ │ │ Enter Customer Title: Customer │ └────────────────────────────────────────────────────────────────────────────┘ ■ PROJECT TITLE ┌─────────────────────────────[ PROJECT TITLE ]──────────────────────────────┐ │ Title/Phrase to replace 'PROJECT' on many reports and screens... │ │ │ │ Enter Project Title: Project │ └────────────────────────────────────────────────────────────────────────────┘ ■ QUANTITY TITLE ┌─────────────────────────────[ QUANTITY TITLE ]─────────────────────────────┐ │ Title/Phrase to replace 'QTY' on many reports and screens... │ │ │ │ Enter Customer Title: QTY │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT PROJECT RATE ┌──────────────────────────[ DEFAULT PROJECT RATE ]──────────────────────────┐ │ This value is used as the default Project rate on all new projects │ │ when the Customer has a rate equal to zero (0). │ │ │ │ Enter Default Rate: 100.000 │ └────────────────────────────────────────────────────────────────────────────┘ ■ INVENTORY LOCATION/DIRECTORY ┌──────────────────────[ INVENTORY LOCATION/DIRECTORY ]──────────────────────┐ │ The location of the DAYO Inventory (INV.DBF) does not have to be in │ │ the same drive/directory as DAYO TB. If you have installed DAYO Inventory │ │ into a different directory, you need to tell DAYO TB where to find the │ │ inventory database (INV.DBF). Default is nil (current directory). │ │ Be sure to include the rightmost slash, ie: \DAYOINV\ │ │ The drive designation is optional (if same as DAYO TB). │ │ │ │ Enter Location: │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 91 ■ CUSTOMER DATABASE LOCATION/DIRECTORY ┌──────────────────[ CUSTOMER DATABASE LOCATION/DIRECTORY ]──────────────────┐ │ The location of the DAYO Customer file (CUSTOMER.DBF) does not have to be │ │ in the same drive/directory as DAYO TB. If you have installed the DAYO │ │ Customer Database (CUSTOMER.DBF), into a different directory, you need │ │ to tell DAYO TB where to find it. Default is nil (current directory). │ │ Be sure to include the rightmost slash, ie: \DAYOAR\ │ │ The drive designation is optional (if same as DAYO TB). │ │ │ │ Enter Location: │ └────────────────────────────────────────────────────────────────────────────┘ ■ PRICE BOOK DATABASE LOCATION/DIRECTORY ┌─────────────────[ PRICE BOOK DATABASE LOCATION/DIRECTORY ]─────────────────┐ │ The location of the DAYO Price Book Database (PB.DBF) does not have to be │ │ in the same drive/directory as DAYO TB. If you have installed DAYO PB │ │ into a different directory, you need to tell DAYO TB where to find the │ │ price book database (PB.DBF). Default is nil (current directory). │ │ Be sure to include the rightmost slash, ie: \DAYOPB\ │ │ The drive designation is optional (if same as DAYO TB). │ │ │ │ Enter Location: │ └────────────────────────────────────────────────────────────────────────────┘ ■ CURRENT DIRECTORY DATABASE LOCATION ┌──────────────────[ CURRENT DIRECTORY DATABASE LOCATION ]───────────────────┐ │ This module's databases can be located in a different location other │ │ than the current directory. If you have and wish to use ALL the │ │ databases currently found in this directory from a different drive and │ │ directory, then you need to tell this module where to find them. │ │ Be sure to include the rightmost slash, ie: L:\DAYOTB\ │ │ The drive designation is optional if same as this module. │ │ │ │ Enter Location: │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 92 ■ DEFAULT TAX CODE ┌────────────────────────────[ DEFAULT TAX CODE ]────────────────────────────┐ │ This Tax Code/Rate will be the percentage of tax withheld on all │ │ taxable customer invoices. These Tax Codes/Rates are maintained in │ │ the tax code database (TAXCODE.DBF). Use the BROWSE DATABASE option in │ │ the MISC Routines to add/change/delete the records in this database. │ │ │ │ Select The Default Tax Code/Rate -> 0 - 0.0000 │ │ 1 - 0.0600 │ │ 2 - 0.0625 │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT INVOICE TYPE ┌──────────────────────────[ DEFAULT INVOICE TYPE ]──────────────────────────┐ │ The Invoice Type is used to differentiate between types of invoices. │ │ For example, type 'REG' would be for regular sales, 'Ret' for returns, │ │ and type 'VOD' for voided invoices. The Invoice Types are maintained in │ │ the invoice types database (TYPE.DBF). Use the BROWSE DATABASE option in │ │ the MISC Routines to add/change/delete the records in this database. │ │ │ │ Select The Default Invoice Type -> REG - REGULAR │ │ Ret - RETURN of item (and refund) │ │ Ref - REFUND │ │ DIR - DIRECT SHIPMENT FROM VENDOR │ │ SPC - SPECIAL *** │ │ LON - LOANED │ │ EXC - EXCHANGE │ │ TRN - TRANSFER │ │ VOD - VOIDED │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 93 ■ DEFAULT SHIPPER/METHOD OF SHIPMENT ┌───────────────────[ DEFAULT SHIPPER/METHOD OF SHIPMENT ]───────────────────┐ │ This selection is placed on new invoices if the Customers SHIPPER/ │ │ METHOD OF SHIPMENT can not be determined. SHIPPERS/METHOD OF SHIPMENT │ │ selections are maintained in the shipper database (SHIPPER.DBF). │ │ Use the BROWSE DATABASE option in the MISC Routines to add/change/delete │ │ the records in this database. │ │ │ │ Select The Default Shipper -> PICKUP │ │ DELIVER │ │ US MAIL │ │ UPS GROUND │ │ UPS BLUE │ │ UPS RED │ │ AIRBORNE │ │ FEDERAL EXPRESS │ │ TRUCK │ │ SPECIAL DELIVERY │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT TERMS ┌─────────────────────────────[ DEFAULT TERMS ]──────────────────────────────┐ │ This selection is placed on new invoices if the Customers TERMS │ │ can not be determined. TERMS are maintained in the terms database │ │ (TERMS.DBF). Use the BROWSE DATABASE option in the MISC Routines to │ │ add/change/delete the records in this database. │ │ │ │ Select The Default Terms -> CASH │ │ CHECK │ │ COD │ │ AMERICAN EXPRESS │ │ MASTERCARD │ │ VISA │ │ DISCOVER │ │ NET 7 │ │ NET 10 │ │ NET 15 │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT TERMS CODES CASH NET 15 CHECK NET 30 COD NET 60 AMERICAN EXPRESS NET 90 MASTERCARD MONEY ORDER VISA CASHIER CHECK DISCOVER SPECIAL CREDIT NET 7 MULTIPLE TERMS ******** NET 10 DAYO TIME & BILLING TJS LAB Page: 94 ■ ALLOW BROWSE EDITING ┌──────────────────────────[ ALLOW BROWSE EDITING ]──────────────────────────┐ │ To disable the editing of the Invoice Detail Records and Customer │ │ Records, select N (NO) to this option. Default is to allow it. │ │ │ │ Allow Editing of Invoice Detail Records? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ ALLOW CUSTOMER ADD ┌───────────────────────────[ ALLOW CUSTOMER ADD ]───────────────────────────┐ │ To disable the capability of the user to create new customer records, │ │ select N (NO) to this option. Default is Y (YES). │ │ It is recommended that DAYO AR be used to maintain customer records... │ │ │ │ Allow Creation of New Customer Records? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ ALLOW INVENTORY ITEM ADD ┌────────────────────────[ ALLOW INVENTORY ITEM ADD ]────────────────────────┐ │ If you want the user to have the ability to create new inventory items │ │ at invoicing time, then select Y (YES) to this option. │ │ Default is not to allow the creation of inventory items. Use the DAYO │ │ Inventory program to maintain the inventory file (INV.DBF). │ │ │ │ Allow User to Create New Inventory Items At Time of Invoicing? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ OVERRIDE ONHAND WHILE INVOICING ┌────────────────────[ OVERRIDE ONHAND WHILE INVOICING ]─────────────────────┐ │ To allow the invoicing of items with an inventory ONHAND quantity less │ │ than or equal to zero, change this option to Y (YES). │ │ Default is not to allow invoicing of something not onhand! The purpose │ │ of this option (when set to the default - N ), is to prevent negative │ │ ONHAND quantities in the inventory file (INV.DBF). │ │ │ │ Allow User to Invoice with Nothing Onhand? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 95 ■ USE CREDIT LIMIT ┌────────────────────────────[ USE CREDIT LIMIT ]────────────────────────────┐ │ If you wish to place credit limits on your customers, then set this │ │ option to Y (YES). Default is N (NO). If set to Y, then no 'Net' │ │ sales/invoice can be made if that invoice amount plus the amount due │ │ on other sales is greater than the customers credit limit. The credit │ │ limit is the value of the LIMIT field in the customer database │ │ (CUSTOMER.DBF). │ │ │ │ Limit Credit? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ DEFAULT CREDIT LIMIT ┌──────────────────────────[ DEFAULT CREDIT LIMIT ]──────────────────────────┐ │ A special notice will flash onto the screen if your Customer │ │ exceeds his credit limit at time of invoicing. │ │ │ │ Enter Default Credit Limit: 0.00 │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ ■ POST RETURNS/REFUND TO THE INVENTORY ┌──────────────────[ POST RETURNS/REFUND TO THE INVENTORY ]──────────────────┐ │ If you wish to Post Returns and Refunded items back into the inventory │ │ when you create a Return/Refund Invoice, then set this option to Y (YES).│ │ The default is not to post quantity back into the inventory file. │ │ 'Manual' adjustments to the inventory will have to take place if this │ │ option is set to N (No)... │ │ │ │ Post Returns/Refunds back into Inventory? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ TAX THE ADJUSTMENT FIELD ON THE INVOICE ┌────────────────[ TAX THE ADJUSTMENT FIELD ON THE INVOICE ]─────────────────┐ │ This option determines if the field ADJUST (Adjustments) will be used i │ │ the computation of taxes on invoices. │ │ Default is N (No) -> do not tax ADJUSTMENTS... │ │ │ │ Do you wish to tax ADJUSTMENTS? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 96 ■ DEFAULT FREIGHT PERCENTAGE ┌───────────────────────[ DEFAULT FREIGHT PERCENTAGE ]───────────────────────┐ │ This percentage value determines/calculates a default freight amount for │ │ every new invoice. Default is 0%; to enter the freight amount. │ │ Example: 4% would be entered as '0.0400' │ │ │ │ Enter Default Freight Percentage: 000.040 │ └────────────────────────────────────────────────────────────────────────────┘ ■ SERIAL CASH DRAWER ┌───────────────────────────[ SERIAL CASH DRAWER ]───────────────────────────┐ │ The default for DAYO TB is that a serial cash drawer is NOT attached. │ │ This type of cash drawer connects via the serial port. │ │ It will open when a signal (any signal), is sent to it via the │ │ communications port (COM1:, COM2:, or COM3:). │ │ Note, an error will occur if you set this to Y (Yes), and you │ │ do not have a serial cash drawer attached. │ │ │ │ Do you have a serial cash drawer attached? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ CASH DRAWER SERIAL PORT ┌────────────────────────[ CASH DRAWER SERIAL PORT ]─────────────────────────┐ │ Enter Your Cash Drawer Serial Port (1,2,3): 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ PARALLEL CASH DRAWER ┌──────────────────────────[ PARALLEL CASH DRAWER ]──────────────────────────┐ │ The default for DAYO TB is that a parallel cash drawer is NOT attached. │ │ The parallel cash drawer connects via the parallel/printer port: LPT1, │ │ LPT2, or LPT3. It will open when a signal (Setup Code), is sent to it │ │ at invoice time. │ │ Note, an error will occur if you set this to Y (Yes), and you │ │ do not have a cash drawer attached, or have it off/offline. │ │ │ │ Do you have a parallel cash drawer attached? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ PARALLEL CASH DRAWER PORT ┌───────────────────────[ PARALLEL CASH DRAWER PORT ]────────────────────────┐ │ Enter Your Cash Drawer Parallel Port (1,2,3): 1 │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 97 ■ PARALLEL CASH DRAWER SETUP CODE ┌────────────────────[ PARALLEL CASH DRAWER SETUP CODE ]─────────────────────┐ │ If you have a parallel cash drawer, it is required that some character │ │ string (setup code), be sent as a signal to the cash drawer instructing │ │ it to open. When entering the setup code, you must enter a valid │ │ character string in the format: 'OPEN SAYS ME' or 'CHR(1)+CHR(1)' │ │ Check your cash drawer manual for the correct Setup Code! │ │ │ │ Enter Your Cash Drawer Parallel Setup Code On The Next Line: │ │ Setup Code: CHR(1)+CHR(1) │ └────────────────────────────────────────────────────────────────────────────┘ ■ REPORT PRINTER TYPE ┌──────────────────────────[ REPORT PRINTER TYPE ]───────────────────────────┐ │ Routine reports are printed according to this selection. │ │ The STANDARD printer type is a Epson/IBM Proprinter compatible printer. │ │ The LASER printer type is a Hewlett Packard Laser compatible printer. │ │ Special Laser codes are sent to the LASER option. │ │ │ │ Enter Your Report Printer Type -> STANDARD │ │ LASER │ └────────────────────────────────────────────────────────────────────────────┘ ■ REPORT PRINTER PORT ┌──────────────────────────[ REPORT PRINTER PORT ]───────────────────────────┐ │ Enter Your Report Printer Port (1,2,3): 1 │ └────────────────────────────────────────────────────────────────────────────┘ ■ VISUAL INDEXING ┌────────────────────────────[ VISUAL INDEXING ]─────────────────────────────┐ │ If you desire to see a progress graph each time your indexes are │ │ created, then select Y (YES). Note, the process can slow the indexing │ │ routine down; especially with larger databases. │ │ │ │ Do you wish to have Visual Indexing? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 98 ■ AUTOMATIC DAILY INDEXING ┌────────────────────────[ AUTOMATIC DAILY INDEXING ]────────────────────────┐ │ If this option is set to Y (YES), then all DAYO Indexes accessed by │ │ DAYO TB will be recreated once daily. This will occur when the first │ │ DAYO TB program is run. The default is to recreate all the indexes. │ │ │ │ Recreate all DAYO TB Indexes? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ COLOR MONITOR ┌─────────────────────────────[ COLOR MONITOR ]──────────────────────────────┐ │ If you have a color monitor and wish to display colors, then select Y, │ │ (YES), else select N (NO) for monochrome and others. │ │ The default is color, low intensity │ │ │ │ Do you have a color monitor? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ ■ COLOR INTENSITY ┌────────────────────────────[ COLOR INTENSITY ]─────────────────────────────┐ │ Intensity is only applicable with color set to Y. │ │ It will make your colors brighter... │ │ │ │ Set Color Intensity On? (Y/N) │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 99 ■ REPORTS Quite a few reports and routines are present in this menu. Other useful reports also exist in the DAYO Smart Reports module. ╔═══════════════════════════════╦════════════════════════════════════════════╗ ║ Select The Report ║ ▄█▄ ║ ║Printer Setup ║ █████░ ███░ █░ █░ ███░ ██ ██░ ║ ║Abbre. Open Invoice Report ║ █░ █░ ██░ ██░ █░ ██▀ ║ ║Expanded Open Invoice Rpt. ║ █░ █░ ███░███░ ██░ █▀█▄ ║ ║POS Header Reports ║ █░ █░ █░███░█░ █░ █▀ ▀█▄█░ ║ ║POS Detail Reports ║ █░ █░ █░ █░ █░ █░ █▄ ██▄ ║ ║Graph, Last 12 Months Sales ║ █░ ███░ █░ █░ ███░ ▀███▀▀ ▀ ║ ║Graph, Last 12 Weeks Sales ║ ║ ║AR Ageing ║ █▄███░ ███░ █░ █░ ███░ █░ █░ ▄███▄ ║ ║AR Ageing Summary ║ █░ █░ █░ █░ █░ █░ ██░ █░ █░ ║ ║Sales & Earnings Report ║ █▄▄▄█░ █░ █░ █░ █░ ███░█░ █░ ║ ║Sales & Profit Report ║ █░ █░ █░ █░ █░ █░ █░███░ █░ ▀█░║ ║Customer Credit Status ║ █░ █░ █░ █░ █░ █░ █░ ██░ █░ █░║ ║Customer Credit History ║ █▀███░ ███░ ███░ ███░ ███░ █░ █░ ▀███▀ ║ ║Customer Expanded ║ ║ ║Customer Dump ║ █▄█▄ ███░ █▄█▄ ▄█▄ █▄█▄ █████░ ▄██▄ ║ ║Customer Notes ║ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░ ║ ║Customer Bill To Address Labels║ █▄▄█░ ██░ █▄▄█░ █░█░ █▄▄█░ █░ █░ ║ ║Customer Ship To Address Labels║ █▀█░ █░ █░ █░█░ █▀█░ █░ ▀██▄ ║ ║Cash Receipts ║ █░█▄ █░ █░ █░█░ █░█▄ █░ █░║ ║ Scroll Down For More Reports ║ █░ █░ ███░ █░ ▀█▀ █░ █░ █░ ▀██▀ ║ ╚═══════════════════════════════╩════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Report Option/Routine) ■ REPORT LISTING Printer Setup Cash Receipts Abbre. Open Invoice Report List TYPES Expanded Open Invoice Rpt. List SHIPPERS POS Header Reports List TERMS POS Detail Reports List TAXCODES Graph, Last 12 Months Sales List SALESPER Graph, Last 12 Weeks Sales Inventory Expanded AR Ageing Inventory Adjustments AR Ageing Summary Warehouse Sales & Earnings Report ReOrder Sales & Profit Report Movement Customer Credit Status Inventory Price Tags/Labels Customer Credit History Print/Reprint an Invoice Customer Expanded Formatted Customer Notes Customer Dump Formatted Project Notes Customer Notes Config Status Customer Bill To Address Labels View Report On Screen Customer Ship To Address Labels Big Address Labels DAYO TIME & BILLING TJS LAB Page: 100 ■ PRINTER DRIVER/SETUP This routine provides you the means to set up your printer with printer codes, page eject or line feed. One of the most used options will be the options that set the size of the characters (ie: small, normal, bold). ╔════════════════════════════════════════════════════════════════════════════╗ ║ █▄██░█▄██░███░█░ █░█████░███░█▄██░ █▄██▄ █▄██░███░█░ █░███░█▄██░ ║ ║ █░ █░█░ █░ █░ ██░ █░ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░█░ █░ █░ ║ ║ █▀██░████░ █░ ███░█░ █░ ██░ ████░ █░ █░████░ █░ █▄ ▄█░██ ████░ ║ ║ █░ █░█░ █░ █░███░ █░ █░ █░█░ █░ █░█░█░ █░ █░█░ █░ █░█░ ║ ║ █░ █░▀█░ █░ █░ ██░ █░ █░ █░▀█░ █░ █░█░▀█░ █░ █▄█░ █░ █░▀█░ ║ ║ █░ █░ █░███░█░ █░ █░ ███░█░ █░ █▀██▀ █░ █░███░ █░ ███░█░ █░ ║ ║ ║ ║ Select Option -> Eject ║ ║ Line feed ║ ║ Normal Size ║ ║ Use this routine to set your Small/Condensed ║ ║ printer up with one or more Bold On ║ ║ of the setup strings and Bold Off ║ ║ commands listed to the right. 6 Lines per Inch ║ ║ 8 Lines per Inch ║ ║ Select the 'Change Printer Print Landscape (Laser Only) ║ ║ Default' option to change Print Portrait (Laser Only) ║ ║ printer types. Reset Printer ║ ║ Current printer is set to: Print Special String 1 ║ ║ Okidata Print Special String 2 ║ ║ Print Special String 3 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) ■ PRINTER DRIVER/SETUP OPTIONS There are 18 printer driver options to select from. The last option is to set the default printer, and the next to last is a 'SHELL' function that runs a DOS command or program. The remainder are strings/codes that are sent to the printer. Eject Print Portrait (Laser Only) Line feed Reset Printer Normal Size Print Special String 1 Small/Condensed Print Special String 2 Bold On Print Special String 3 Bold Off Print Special String 4 6 Lines per Inch Print Special String 5 8 Lines per Inch Run DOS Command/Program Print Landscape (Laser Only) Change Default Printer DAYO TIME & BILLING TJS LAB Page: 101 ■ CHANGE DEFAULT PRINTER The last option is to change/set the default printer. This printer driver routine comes with 4 default printer types, Epson, HP Laser, Star, and Okidata. You can add (Ctrl N) as many as you want. ╔════════════════════════════════════════════════════════════════════════════╗ ║ █▄██░█▄██░███░█░ █░█████░███░█▄██░ █▄██▄ █▄██░███░█░ █░███░█▄██░ ║ ║ █░ █░█░ █░ █░ ██░ █░ █░ █░ █░ █░ █░ █░█░ █░ █░ █░ █░█░ █░ █░ ║ ║ █▀██░████░ █░ ███░█░ █░ ██░ ████░ █░ █░████░ █░ █▄ ▄█░██ ████░ ║ ║ █░ █░█░ █░ █░███░ █░ █░ █░█░ █░ █░█░█░ █░ █░█░ █░ █░█░ ║ ║ █░ █░▀█░ █░ █░ ██░ █░ █░ █░▀█░ █░ █░█░▀█░ █░ █▄█░ █░ █░▀█░ ║ ║ █░ █░ █░███░█░ █░ █░ ███░█░ █░ █▀██▀ █░ █░███░ █░ ███░█░ █░ ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ Current Default Printer is set to: Okidata ║ ╟────────────────────────────────────────────────────────────────────────────╢ ║ NAME LINEFEED ║ ║─────────────────────────────────────╥──────────────────────────────────────║ ║ Epson & Compatibles ║ CHR(10) ║ ║ HP Laser & Compatibles ║ CHR(10) ║ ║ Star Micro Gemini ║ CHR(10) ║ ║ Okidata ║ CHR(10) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Make Default) F2 (Edit) Ctrl N (Add) 1/4 DAYO TIME & BILLING TJS LAB Page: 102 ■ FULL SCREEN EDIT - F2 When entering the printer codes, the string must be in the valid format or it will not be printed later when requested... ┌───────────[ EDIT PRINTER DRIVER SETUP CODES - FULL SCREEN EDIT ]───────────┐ │ NAME: Epson & Compatibles │ │ LINEFEED: CHR(10) │ │ NORMAL: CHR(27)+CHR(18) │ │ SMALL: CHR(27)+CHR(15) │ │ BOLDON: CHR(27)+CHR(69) │ │ BOLDOFF: CHR(27)+CHR(70) │ │ _6LPI: CHR(27)+CHR(50) │ │ _8LPI: CHR(27)+CHR(48) │ │ PORTRAIT: │ │ LANDSCAPE: │ │ RESET: CHR(27)+CHR(64) │ │ SPEC_STR1: │ │ SPEC_STR2: │ │ SPEC_STR3: │ │ SPEC_STR4: │ │ SPEC_STR5: │ │ RUN_CMD: │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press Esc to Abort, PgUp/PgDn to Save and Exit ■ PRINTER DRIVER DATABASE FIELD DEFINITIONS NAME - Name of printer. Type in anything you wish here LINEFEED - Code to advance printer one line NORMAL - Normal font/character size SMALL - Small font/character size BOLDON - Bold/Emphasized BOLDOFF - Bold/Emphasized off _6LPI - Code to set printer to print 6 lines per inch _8LPI - Code to set printer to print 8 lines per inch PORTRAIT - Code to set laser printer to print upright (normal) LANDSCAPE - Code to set laser printer to print sideways RESET - Reset printer code SPEC_STR1 - Any special printer string, ie: print double, skip perforation, SPEC_STR2 - print very tiny, ... SPEC_STR3 - " SPEC_STR4 - " SPEC_STR5 - " RUN_CMD - DOS command or program, ie: CAPTURE p0 nff,SPOOL ON, ... DAYO TIME & BILLING TJS LAB Page: 103 ■ ABBREVIATED OPEN ORDER REPORT This report will list all your open (not printed yet) invoices. Multiple indexes/sorting options. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║Abbreviated Open Order Report. ║ ║This report is 144 characters wide. ║ ║ ║ ║Select Index -> Invoice Number ║ ║ ║ ║Enter Page Length: 56 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: AOPEN.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 104 ■ EXPANDED OPEN ORDER REPORT This report will list all your open (not printed yet) invoices with more information/fields than the Abbreviated Open Order Report. Indexed on Invoice Number. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║Expanded Open Order Report. ║ ║This report is 144 characters wide. ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: OPEN.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 105 ■ POS HEADER REPORTS This report is a collection of reports that list all your invoices (not posted or deleted). The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Point of Sale (POS) Header Reports derive their ║ ║data from the database: INVOICE.DBF. ║ ║Creation of a temporary index is required for all but ║ ║the last two reports (by Customer and/or Invoice). ║ ║ ║ ║Select Report -> Register by Terms ║ ║ Register by Type ║ ║ Invoice Terms ║ ║ Invoice Type ║ ║ Sales Person ║ ║ Customer Number ║ ║ Invoice Number ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ Multiple indexes/sorting options. You have the option of printing all records or just those belonging to a specific customer/client. A date range is also provided. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Point of Sale (POS) Header Reports derive their ║ ║data from the database: INVOICE.DBF. ║ ║Creation of a temporary index is required for all but ║ ║the last two reports (by Customer and/or Invoice). ║ ║ ║ ║Select Report -> Customer Number ║ ║ ║ ║Print All? (Y/N) ║ ║( N -> prompts for specific Customer Number ) ║ ║ ║ ║ ║ ║Start Date: 03/10/90 Ending Date: 09/10/90 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║Enter File Name: InvCust.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 106 ■ POS DETAIL REPORTS This report routine consists of many options for printing invoice detail records. ╔═══[ OPEN ORDER - DETAIL - REPORT ]════════════════════╗ ║The Point of Sale (POS) Detail Reports derive their ║ ║data from the databases: DETAIL.DBF, INVOICE.DBF, ║ ║and INV.DBF. Creation of a temporary index is ║ ║required for all but the Invoice and Item Reports. ║ ║ ║ ║Select Report -> Register by Terms ║ ║ Register by Type ║ ║ Invoice ║ ║ Item ║ ║ Vendor Item ║ ║ Sales Person ║ ║ Customer ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ Multiple indexes/sorting options. You have the option of printing all records or just those belonging to a specific customer/client. A date range is also provided. The output can be directed to printer or file. ╔═══[ OPEN ORDER - DETAIL - REPORT ]════════════════════╗ ║The Point of Sale (POS) Detail Reports derive their ║ ║data from the databases: DETAIL.DBF, INVOICE.DBF, ║ ║and INV.DBF. Creation of a temporary index is ║ ║required for all but the Invoice and Item Reports. ║ ║ ║ ║Select Report -> Item ║ ║ ║ ║Print All? (Y/N) ║ ║( N -> prompts for specific Item ) ║ ║ ║ ║Start Date: 03/10/90 Ending Date: 09/10/90 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║Enter File Name: Item.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 107 ■ EXAMPLE OF PAST 12 MONTHS SALES GRAPH This report will graph all your sales by month for the last 12 months. Data is derived from the posted invoice database ARH.DBF. To print, wait for the bottom standby message disappears, then press the Print Screen key. YOUR COMPANY, INC 09/10/90 SALES HISTORY, Past 12 Calendar Months ╔═══════════════════════════════════════════════════════════════════════╗ ║ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ██▓▒░ ║ ║ ██▓▒░ ██▓▒░ ██▓▒░ ║ ║ ██$▒░ ██$▒░ ██▓▒░ ║ ║ $ $ ██1▒░ ██1▒░ $ ██$▒░ ║ ║ $ $ 3 ██4▒░ ██0▒░ ██0▒░ 2 ██6▒░ $ ║ ║ 5 2 ██8▒░ ██4▒░ ██1▒░ ██5▒░ 9 ██9▒░ 9 ║ ║ 4 5 ██4▒░ ██4▒░ ██9▒░ ██9▒░ ██9▒░ ██9▒░ 9 ║ ║ 9 0 ██9▒░ ██9▒░ ██5▒░ ██5▒░ ██9▒░ ██9▒░ 9 ║ ║ . . ██.▒░ ██.▒░ ██.▒░ ██.▒░ ██.▒░ ██.▒░ . ║ ║ 9 3 ██9▒░ ██9▒░ ██4▒░ ██3▒░ ██9▒░ ██8▒░ 9 ║ ║ 9▒░ 6▒░ ██9▒░ ██9▒░ ██9▒░ ██9▒░ ██4▒░ ██6▒░ ██8▒░║ ╟─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────╢ ║Oct89│Nov89│Dec89│Jan90│Feb90│Mar90│Apr90│May90│Jun90│Jul90│Aug90│Sep90║ ╚═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╝ Total Dollars YTD: $40,890.99 Total Invoices: 57 DAYO TIME & BILLING TJS LAB Page: 108 ■ EXAMPLE OF PAST 12 MONTHS SALES GRAPH SUMMARY A summary is displayed after the graph. YOUR COMPANY, INC 09/10/90 SALES HISTORY, Past 12 Calendar Months ╔═══════════════════════════════════════════════════════════════════════╗ ║╔═[ Summary ]════════════════════════════════╗ ██▓▒░ ║ ║║ Month Year Total Sales ║░ ██▓▒░ ║ ║║ September 1990 $999.98 ║░ ██▓▒░ ║ ║║ August 1990 $6,999.86 ║░ ██▓▒░ ║ ║║ July 1990 $2,999.94 ║░ ██▓▒░ ║ ║║ June 1990 $10,595.39 ║░ ██▓▒░ ║ ║║ May 1990 $10,195.49 ║░ ██▓▒░ ║ ║║ April 1990 $4,449.99 ║░ ██▓▒░ ██▓▒░ ║ ║║ March 1990 $3,849.99 ║░ ██▓▒░ ██▓▒░ ║ ║║ February 1990 $250.36 ║░ ██$▒░ ██▓▒░ ║ ║║ January 1990 $549.99 ║░ ██1▒░ $ ██$▒░ ║ ║║ ║░ ██0▒░ 2 ██6▒░ $ ║ ║║ ║░ ██5▒░ 9 ██9▒░ 9 ║ ║║ ║░ ██9▒░ ██9▒░ ██9▒░ 9 ║ ║╚════════════════════════════════════════════╝░ ██5▒░ ██9▒░ ██9▒░ 9 ║ ║ . . ██.▒░ ██.▒░ ██.▒░ ██.▒░ ██.▒░ ██.▒░ . ║ ║ 9 3 ██9▒░ ██9▒░ ██4▒░ ██3▒░ ██9▒░ ██8▒░ 9 ║ ║ 9▒░ 6▒░ ██9▒░ ██9▒░ ██9▒░ ██9▒░ ██4▒░ ██6▒░ ██8▒░║ ╟─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────╢ ║Oct89│Nov89│Dec89│Jan90│Feb90│Mar90│Apr90│May90│Jun90│Jul90│Aug90│Sep90║ ╚═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╝ Total Dollars YTD: $40,890.99 Total Invoices: 57 DAYO TIME & BILLING TJS LAB Page: 109 ■ PAST 12 WEEKS SALES GRAPH This report will graph all your sales by week for the last 12 weeks. Data is derived from the posted invoice database ARH.DBF. A prompt is given that requests the last day of the report. ╔═════════════════════════[ LAST 12 WEEKS OF SALES ]═════════════════════════╗ ║ This report will graph the past 12 weeks of Sales starting with ║ ║ the date you enter next. This date would normally be the last day ║ ║ of your work week. ║ ║ ║ ║ Enter Last Date for Graph: 09/10/90 ║ ╚════════════════════════════════════════════════════════════════════════════╝ To print, wait for the bottom standby message disappears, then press the Print Screen key. ■ EXAMPLE OF PAST 12 WEEKS SALES GRAPH YOUR COMPANY, INC 09/10/90 SALES HISTORY, Past 12 Weeks Last Date: 09/10/90 ╔═══════════════════════════════════════════════════════════════════════╗ ║██▓▒░ ║ ║██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██▓▒░ ██▓▒░ ██▓▒░ ║ ║██$▒░ ██$▒░ ██$▒░ ║ ║██5▒░ ██5▒░ $ $ $ $ $ $ $ ██4▒░ $ $ ║ ║██5▒░ ██4▒░ 5 4 5 9 5 4 5 ██8▒░ 5 9 ║ ║██4▒░ ██4▒░ 4 4 4 9 4 4 4 ██9▒░ 4 9 ║ ║██9▒░ ██9▒░ 9 9 9 9 9 9 9 ██9▒░ 9 9 ║ ║██.▒░ ██.▒░ . . . ██.▒░ . . . ██.▒░ . ██.▒░║ ║██9▒░ ██9▒░ 9 9 9 ██9▒░ 9 9 9 ██9▒░ 9 ██9▒░║ ║██1▒░ ██6▒░ ██9▒░ ██9▒░ ██9▒░ ██8▒░ ██9▒░ ██9▒░ ██9▒░ ██0▒░ ██9▒░ ██8▒░║ ╟─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────╢ ║06/25│07/02│07/09│07/16│07/23│07/30│08/06│08/13│08/20│08/27│09/03│09/10║ ╚═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╝ Total Dollars: $21,549.66 Total Invoices: 34 DAYO TIME & BILLING TJS LAB Page: 110 ■ EXAMPLE OF PAST 12 WEEKS SALES GRAPH SUMMARY A summary is displayed after the graph. YOUR COMPANY, INC 09/10/90 SALES HISTORY, Past 12 Weeks Last Date: 09/10/90 ╔═══════════════════════════════════════════════════════════════════════╗ ║╔═[ Summary ]════════════════════════════════╗ ║ ║║ Week Month Total Sales ║ ║ ║║ 09/10 Sep $999.98 ║ ║ ║║ 09/03 Sep $549.99 ║ ██▓▒░ ║ ║║ 08/27 Aug $4,899.90 ║ ██▓▒░ ║ ║║ 08/20 Aug $549.99 ║ ██▓▒░ ║ ║║ 08/13 Aug $449.99 ║ ██▓▒░ ║ ║║ 08/06 Aug $549.99 ║ ██▓▒░ ║ ║║ 07/30 Jul $999.98 ║ ██▓▒░ ║ ║║ 07/23 Jul $549.99 ║ ██▓▒░ ║ ║║ 07/16 Jul $449.99 ║ ██$▒░ ║ ║║ 07/09 Jul $549.99 ║ $ ██4▒░ $ $ ║ ║║ 07/02 Jul $5,449.96 ║ 5 ██8▒░ 5 9 ║ ║║ 06/25 Jun $5,549.91 ║ 4 ██9▒░ 4 9 ║ ║╚════════════════════════════════════════════╝ 9 ██9▒░ 9 9 ║ ║██.▒░ ██.▒░ . . . ██.▒░ . . . ██.▒░ . ██.▒░║ ║██9▒░ ██9▒░ 9 9 9 ██9▒░ 9 9 9 ██9▒░ 9 ██9▒░║ ║██1▒░ ██6▒░ ██9▒░ ██9▒░ ██9▒░ ██8▒░ ██9▒░ ██9▒░ ██9▒░ ██0▒░ ██9▒░ ██8▒░║ ╟─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────▄─────╢ ║06/25│07/02│07/09│07/16│07/23│07/30│08/06│08/13│08/20│08/27│09/03│09/10║ ╚═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╧═════╝ Total Dollars: $21,549.66 Total Invoices: 34 DAYO TIME & BILLING TJS LAB Page: 111 ■ AGEING REPORT This is a 2 part report that first lists all your receivable records (ARH.DBF) that have not yet been closed (OPEN=.F.) with the AGE of the receivable, and its Past Due Status (Yes/No), based on the invoice TERMS. The second part of this a list of Unapplied checks. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Ageing Report is a printout of all outstanding ║ ║Receivables. ║ ║ ║ ║The report includes the AGE of the Receivable, and its ║ ║Past Due Status (Yes/No), based on the invoice TERMS. ║ ║ ║ ║Part 2 of this report is the Unapplied check listing. ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: AGEING.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 112 ■ AGEING SUMMARY The Ageing Summary Report prints all customers with an Outstanding Receivables Balance (DUE<>0). Includes sum of invoices (INVOICE.DBF), and cash receipts (RECEIPTS.DBF). You have the option of printing only customers with a balance due and/or only past due accounts. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Ageing Summary Report prints all customers with ║ ║an Outstanding Receivables Balance (DUE<>0). ║ ║Includes sum of invoices (INVOICE.DBF), and cash ║ ║receipts (RECEIPTS.DBF). ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: AGESUM.TXT ║ ║ ║ ║Print Only Non-Zero Balance Customers? (Y/N) ║ ║ ║ ║Print Only Past Due Accounts? (Y/N) ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 113 ■ AR HEADER SALES & EARNINGS REPORT The AR Header Sales & Earning Report lists sales fields (ie: SUBTOTAL, PAID, TOTALS) for all records within a selected date range. Multiple indexes/sorting options. The output can be directed to printer or file. ╔═══[ AR HEADER SALES & EARNINGS REPORT ]═══════════════╗ ║This report will list to printer or file all records ║ ║found in the database ARH.DBF for the selected date ║ ║range. Prints all AR Invoice Header Records... ║ ║Uses Report Form ARH.FRM ║ ║ ║ ║Start Date: 09/12/80 Ending Date: 09/10/90 ║ ║ ║ ║Select Index -> INVOICE NUMBER ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: ARHLIST.TXT ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 114 ■ AR DETAIL SALES & PROFIT REPORT The AR Detail Sales & Profit Report lists your invoice detail records including the cost totals, for all records within a selected date range. Multiple indexes/sorting options. The output can be directed to printer or file. ╔═══[ AR DETAIL SALES & PROFIT REPORT ]═════════════════╗ ║This report will list to printer or file all records ║ ║found in the database ARD.DBF for the selected date ║ ║range. Prints all ARD/Invoice Detail Records... ║ ║Uses Report Form ARD.FRM ║ ║ ║ ║Start Date: 09/12/80 Ending Date: 09/10/90 ║ ║ ║ ║Select Index -> INVOICE NUMBER ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: ARDLIST.TXT ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 115 ■ CUSTOMER/CLIENT CREDIT STATUS REPORT The Customer/Client Credit Status Report lists all customer's available credit amounts. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Customer Credit Status Report is a listing of ║ ║selected customers available credit & credit limit. ║ ║ ║ ║ ║ ║Print for ALL? (Y/N) ║ ║(Press N for CREDIT customers ONLY...) ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: CREDSTAT.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 116 ■ CUSTOMER/CLIENT CREDIT HISTORY REPORT The Customer/Client Credit History Report lists ALL invoices (both open and closed), and ALL cash receipt records for a specific customer for a selected date range. ╔═══════════════════════════════════════════════════════╗ ║The Customer Credit History Report is a listing of ║ ║all invoices and receipts for a specific customer. ║ ║ ║ ║There are 3 parts to this report: ║ ║ 1st, All Open Invoices/Orders/Receivables ║ ║ 2nd, History Open/Closed/Filled/Posted Invoices ║ ║ 3rd, All Receipts ║ ║ ║ ║This is not a Report Form... ║ ║ ║ ║Enter the Customers Account Number: 0 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ If you wish, you can press enter on an empty prompt for customer number to bring up a listing of all your customers/clients. Use the Find keys, (ie: F5, F6, F7, F8, F9) to find the desired customer/client: ╔═══════════════════════════════════════════════════════╗ ║The Customer Credit History Report is a listing of ║ ║all invoices and receipts for a specific customer. ║ ║ ║ ║There are 3 parts to this report: ║ ║ 1st, All Open Invoices/Orders/Receivables ║ ║ 2nd, History Open/Closed/Filled/Posted Invoices ║ ║ 3rd, All Receipts ║ ║ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 3/9 DAYO TIME & BILLING TJS LAB Page: 117 The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Customer Credit History Report is a listing of ║ ║all invoices and receipts for a specific customer. ║ ║ ║ ║There are 3 parts to this report: ║ ║ 1st, All Open Invoices/Orders/Receivables ║ ║ 2nd, History Open/Closed/Filled/Posted Invoices ║ ║ 3rd, All Receipts ║ ║ ║ ║This is not a Report Form... ║ ║ ║ ║Enter the Customers Account Number: 999999 ║ ║ ║ ║Start Date: 01/01/90 Ending Date: 09/10/90 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: CH999999.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 118 ■ CUSTOMER/CLIENT EXPANDED REPORT The Customer/Client Expanded Report is an attempt to list as much about your customers/clients as possible onto your report with a margin width of 132 characters (requires small print on many printers). Multiple indexes/sort options exist. ╔═══════════════════════════════════════════════════════╗ ║The Customer Expanded Report contains as much data ║ ║for each Customer that can fit onto a 132 character ║ ║wide printout. ║ ║ ║ ║Report Form Name: CUSXPAND.FRM. ║ ║ ║ ║Select the Index -> CUSTOMER ║ ║ BILL TO NAME ║ ║ SHIP TO NAME ║ ║ LAST 4 DIGITS PHONE ║ ║ ZIP CODE ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Customer Expanded Report contains as much data ║ ║for each Customer that can fit onto a 132 character ║ ║wide printout. ║ ║ ║ ║Report Form Name: CUSXPAND.FRM. ║ ║ ║ ║Select the Index -> CUSTOMER ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: CUSXPAND.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 119 ■ CUSTOMER/CLIENT DUMP REPORT This report will print everything about a customer/client including the option to print the customer/client notes. If you wish, you can press enter on an empty prompt for customer number to bring up a listing of all your customers/clients. Use the Find keys, (ie: F5, F6, F7, F8, F9) to find the desired customer/client: ╔═══════════════════════════════════════════════════════╗ ║The Customer Dump Report will print ALL DATA for a ║ ║selected customer. Page breaks - chr(12), will be ║ ║inserted between each unique Customer Number. ║ ║ ║ ║Enter Customer Number: 0 ║ ║ ║ ║ ║ ║ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 3/9 The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Customer Dump Report will print ALL DATA for a ║ ║selected customer. Page breaks - chr(12), will be ║ ║inserted between each unique Customer Number. ║ ║ ║ ║Enter Customer Number: 0 ║ ║ ║ ║Print Customer Notes/Memos (Y/N) ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: DUMP.TXT ║ ║ ║ ║Enter Report Title: Requested by Joe... ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 120 ■ CUSTOMER/CLIENT MEMO/NOTES REPORT This report will print all your customer/client notes for all or a specific customer/client. If you wish, you can press enter on an empty prompt for customer number to bring up a listing of all your customers/clients. Use the Find keys, (ie: F5, F6, F7, F8, F9) to find the desired customer/client: ╔═══════════════════════════════════════════════════════╗ ║The Customer Memo/Notes Report prints out all (if any) ║ ║memos/notes for all or a specific customer. The notes ║ ║are maintained in the database: CUSTMEMO.DBF & DBT. ║ ║ ║ ║Uses Report Form: CUSTMEMO.FRM. ║ ║ ║ ║Enter Customer Number: 0 ║ ║ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Customer Memo/Notes Report prints out all (if any) ║ ║memos/notes for all or a specific customer. The notes ║ ║are maintained in the database: CUSTMEMO.DBF & DBT. ║ ║ ║ ║Uses Report Form: CUSTMEMO.FRM. ║ ║ ║ ║Enter Customer Number: 0 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: ARNOTES.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 121 ■ EXAMPLE OF CUSTOMER/CLIENT NOTES Page No. 1 YOUR COMPANY, INC 09/09/90 CUSTOMER MEMOS/NOTES CUSTOMER: 999999 CLIENT/CUSTOMER COMPANY, INC. Sells Flowers wholesale. Always late paying bills. Received a request for more support on 01/19/90, and gave consent, MG DAYO TIME & BILLING TJS LAB Page: 122 ■ LABELS - CUSTOMER/CLIENT BILL TO ADDRESS Currently the only supported label size is 3.5" x 15/16". ╔═══════════════════════════════════════════════════════╗ ║Use this option to print the Customer BILL TO address ║ ║Labels. The Address Label is the standard size of ║ ║ 3.5x15/16, 6LPI, and contains the following fields: ║ ║ NAME ADDR1 ADDR2 ║ ║ CITY STATE ZIP ║ ║ ║ ║ ╒══════════════════════════════╕ ║ ║ │CLIENT/CUSTOMER COMPANY, INC. │ ║ ║ │P.O. Box 5555 │ ║ ║ │ │ ║ ║ │ANYCITY, XX │ ║ ║ │55555-5555 │ ║ ║ ╘══════════════════════════════╛ ║ ║ CUSTOMER ║ ║Select Customer -> 30007 ║ ║ 30008 ║ ║ 77777 ║ ║ 999999 ║ ║Esc (Exit) Enter/Return (Print) F5/F6/F7/F8 (Find) ║ ╚═══════════════════════════════════════════════════════╝ ■ LABELS - CUSTOMER/CLIENT SHIP TO ADDRESS Currently the only supported label size is 3.5" x 15/16". ╔═══════════════════════════════════════════════════════╗ ║Use this option to print the Customer SHIP TO address ║ ║Labels. The Address Label is the standard size of ║ ║ 3.5x15/16, 6LPI, and contains the following fields: ║ ║ SHIPNAME SHIPADDR1 SHIPADDR2 ║ ║ SHIPCITY SHIPSTATE SHIPZIP ║ ║ ║ ║ ╒══════════════════════════════╕ ║ ║ │YOUR WAREHOUSE │ ║ ║ │123 IVERY STREET │ ║ ║ │ │ ║ ║ │ANYCITY, XX │ ║ ║ │55555-5555 │ ║ ║ ╘══════════════════════════════╛ ║ ║ CUSTOMER ║ ║Select Customer -> 30007 ║ ║ 30008 ║ ║ 30009 ║ ║ 77777 ║ ║ 999999 ║ ║Esc (Exit) Enter/Return (Print) F5/F6/F7/F8 (Find) ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 123 ■ CASH RECEIPTS REPORT This report will print all cash receipts records for a selected date range. Multiple indexes/sort options exist. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Cash Receipts Report is a printout of all Cash ║ ║Receipts records in the database RECEIPTS.DBF. ║ ║ ║ ║Option to select from 3 indexes; Journal #, ║ ║Customer #, or Invoice #. ║ ║ ║ ║Report Form RECEIPTS.FRM. ║ ║ ║ ║Select Index -> Journal Number ║ ║ ║ ║Start Date: 08/10/90 Ending Date: 09/09/90 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: RECEIPTS.TXT ║ ║ ║ ║Enter Report Title: YOUR COMPANY, INC ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ The Cash Receipts Report contains the following fields and values: Journal Number, Customer Number, Invoice Number, Check Number, Type, Date, User Name, Amount of Check, Amount Applied to Invoices, Balance DAYO TIME & BILLING TJS LAB Page: 124 ■ TYPE REPORT The Type Report lists all your TYPE codes from the database TYPE.DBF. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The TYPE Report will list all records found in its ║ ║respective database: TYPE.DBF ║ ║ SHIPPERS.DBF ║ ║ TERMS.DBF ║ ║ TAXCODE.DBF ║ ║ SALESPER.DBF ║ ║Report Forms Used: TYPE.FRM ║ ║ SHIPPERS.FRM ║ ║ TERMS.FRM ║ ║ TAXCODE.FRM ║ ║ SALESPER.FRM ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: TYPE.TXT ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ EXAMPLE OF TYPE REPORT Page No. 1 09/09/90 INVOICE TYPE LIST TYPE DESCRIPTION ---- ------------------------------ DIR DIRECT SHIPMENT FROM VENDOR EXC EXCHANGE LON LOANED REG REGULAR Ref REFUND Ret RETURN of item (and refund) SPC SPECIAL TRN TRANSFER VOD VOIDED DAYO TIME & BILLING TJS LAB Page: 125 ■ SHIPPERS REPORT The Shippers Report lists all your SHIPPER codes from the database SHIPPERS.DBF. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The SHIPPERS Report will list all records found in its ║ ║respective database: TYPE.DBF ║ ║ SHIPPERS.DBF ║ ║ TERMS.DBF ║ ║ TAXCODE.DBF ║ ║ SALESPER.DBF ║ ║Report Forms Used: TYPE.FRM ║ ║ SHIPPERS.FRM ║ ║ TERMS.FRM ║ ║ TAXCODE.FRM ║ ║ SALESPER.FRM ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: SHIPPERS.TXT ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ EXAMPLE OF THE SHIPPERS/METHOD OF SHIPMENT REPORT Page No. 1 09/10/90 SHIPPERS/METHOD OF SHIPMENT LIST SHIPPER -------------------- AIRBORNE DELIVER FEDERAL EXPRESS MODEM PICKUP SPECIAL DELIVERY TRUCK UPS BLUE UPS GROUND UPS RED US MAIL DAYO TIME & BILLING TJS LAB Page: 126 ■ TERMS REPORT The Terms Report lists all your Terms codes from the database TERMS.DBF. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The TERMS Report will list all records found in its ║ ║respective database: TYPE.DBF ║ ║ SHIPPERS.DBF ║ ║ TERMS.DBF ║ ║ TAXCODE.DBF ║ ║ SALESPER.DBF ║ ║Report Forms Used: TYPE.FRM ║ ║ SHIPPERS.FRM ║ ║ TERMS.FRM ║ ║ TAXCODE.FRM ║ ║ SALESPER.FRM ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: TERMS.TXT ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ EXAMPLE OF A TERMS CODE REPORT Page No. 1 09/09/90 CUSTOMER TERMS LIST TERMS -------------------- AMERICAN EXPRESS CASH CASHIER CHECK CHECK COD DISCOVER MASTERCARD MONEY ORDER NET 10 NET 15 NET 30 NET 60 NET 7 NET 90 SPECIAL CREDIT VISA DAYO TIME & BILLING TJS LAB Page: 127 ■ TAXCODE REPORT The Taxcode Report lists all your TAXCODE codes from the database TAXCODE.DBF. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The TAXCODE Report will list all records found in its ║ ║respective database: TYPE.DBF ║ ║ SHIPPERS.DBF ║ ║ TERMS.DBF ║ ║ TAXCODE.DBF ║ ║ SALESPER.DBF ║ ║Report Forms Used: TYPE.FRM ║ ║ SHIPPERS.FRM ║ ║ TERMS.FRM ║ ║ TAXCODE.FRM ║ ║ SALESPER.FRM ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: TAXCODE.TXT ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ EXAMPLE OF A TAXCODE/TAXRATE REPORT The Taxcode/Taxrate Report contains the following fields and values: Page No. 1 09/09/90 TAXCODE LIST TAX TAX CODE RATE ---- ------- 0 0.00000 1 0.06000 2 0.06250 DAYO TIME & BILLING TJS LAB Page: 128 ■ SALES PERSON/REP REPORT The Sales Person Report lists all your Sales Persons/Reps from the database SALESPER.DBF. The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The SALESPER Report will list all records found in its ║ ║respective database: TYPE.DBF ║ ║ SHIPPERS.DBF ║ ║ TERMS.DBF ║ ║ TAXCODE.DBF ║ ║ SALESPER.DBF ║ ║Report Forms Used: TYPE.FRM ║ ║ SHIPPERS.FRM ║ ║ TERMS.FRM ║ ║ TAXCODE.FRM ║ ║ SALESPER.FRM ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: SALESPER.TXT ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ The Sales Person/Rep Report contains the following fields and values: Sales Person/Rep Code, Name, Address, Telephone, Date, Date of Last Access, Type, Sales Period to Date, Sales Year to Date DAYO TIME & BILLING TJS LAB Page: 129 ■ EXPANDED INVENTORY REPORT This report lists many key fields for your inventory items. The output can be directed to printer or file. ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ The Default Expanded Inventory Report (EXPANDED.FRM) │ │ contains the following fields/variables: │ │ ITEM COST │ │ DESC RETAIL │ │ ONHAND PRICE │ │ ONORDER TYPE │ │ VENDITEM CLASS │ │ VENDOR │ │ │ │ Select the Index -> ITEM (ITEM) │ │ DESCRIPTION (DESC) │ │ VENDOR CODE (VENDOR) │ │ VENDOR ITEM (VENDITEM) │ │ TYPE (TYPE) │ │ Include Zero (0) Cost Items? (Y/N) │ │ Enter Heading: EXPANDED REPORT │ │ Send Output to Printer? (Y/N) ( No -> To File) │ │ Enter File Name: EXPANDED.TXT │ │ │ └────────────────────────────────────────────────────────┘ The Expanded Inventory Report contains the following fields and values: Item, Vendor Item Number, Quantity Onhand, Cost Each, Extended Cost for Onhand, Variance, Price, Retail, Date, Reason for Adjustment DAYO TIME & BILLING TJS LAB Page: 130 ■ INVENTORY ADJUSTMENTS The Inventory Adjustments Report lists all inventory adjustments within a selected date range. The output can be directed to printer or file. ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ This report prints out all recorded inventory │ │ adjustments for a given date range. │ │ The Report Form Name is INVADJ.FRM and reports │ │ the following fields (from the INVADJ.DBF): │ │ ITEM VENDITEM QTY │ │ COST PRICE RETAIL │ │ DOLLARS REASON DATE │ │ │ │ Enter Heading: YOUR COMPANY, INC │ │ │ │ Send Output to Printer? (Y/N) ( No -> To File) │ │ │ │ Enter File Name: ADJUST.TXT │ │ │ │ │ │ Start Date: 08/10/90 Ending Date: 09/09/90 │ │ │ │ │ │ │ └────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 131 ■ WAREHOUSE REPORT The Warehouse Report lists all warehouse quantities. Multiple indexes/sorts are available. The output can be directed to printer or file. ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ The Warehouse Report is used to report all quantities │ │ in the databases: INV.DBF & WAREHOUS.DBF │ │ │ │ The following fields/variables are contained in the │ │ Default Warehouse Report Form (WAREHOUS.FRM): │ │ ITEM LOC1 LOC5 │ │ VENDITEM LOC2 LOC6 │ │ DESC LOC3 LOC7 │ │ ONHAND LOC4 TOTAL │ │ Select the Index -> ITEM (ITEM) │ │ DESCRIPTION (DESC) │ │ VENDOR CODE (VENDOR) │ │ VENDOR ITEM (VENDITEM) │ │ TYPE (TYPE) │ │ Enter Heading: YOUR COMPANY, INC │ │ Send Output to Printer? (Y/N) ( No -> To File) │ │ Enter File Name: WAREHOUS.TXT │ │ │ │ │ └────────────────────────────────────────────────────────┘ The Warehouse Report contains the following fields and values: Item, Vendor Item Number, Description, Quantity in Main Warehouse (ONHAND), Quantity in each warehouse (field begins with 'LOC'), and the total quantity for all warehouses DAYO TIME & BILLING TJS LAB Page: 132 ■ REORDER REPORT The ReOrder Report lists all inventory items that meet the following criteria: ONHAND Not Equal To STOCKLEVEL. The option exists to print shortages and overages. Nothing will print if the STOCKLEVEL equals ONHAND, therefore always have a STOCKLEVEL equal to at least '1' if you want to be alerted to any zero ONHAND items... Multiple indexes/sorts are available. The output can be directed to printer or file. ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ The ReOrder Report is used to alert you to shortages │ │ in the inventory database (INV.DBF). │ │ This report can be used as an Excess Report. │ │ The following fields/variables are contained in the │ │ ReOrder Report Form (REORDER.FRM): │ │ ITEM ONORDER EXTENDED COST │ │ VENDITEM STOCKLEVEL │ │ DESC REORDER │ │ ONHAND COST │ │ Select the Index -> ITEM (ITEM) │ │ DESCRIPTION (DESC) │ │ VENDOR CODE (VENDOR) │ │ VENDOR ITEM (VENDITEM) │ │ TYPE (TYPE) │ │ Enter Heading: YOUR COMPANY, INC │ │ Send Output to Printer? (Y/N) ( No -> To File) │ │ Enter File Name: REORDER.TXT │ │ Include Negative ReOrder Quantities? (Y/N) │ │ │ └────────────────────────────────────────────────────────┘ The Inventory ReOrder Report contains the following fields and values: Item, Vendor Item Number, Description, Vendor Code, Quantity Onhand, Quantity On Order, Reorder Quantity, Cost Each, Extended Cost of ReOrder Quantity DAYO TIME & BILLING TJS LAB Page: 133 ■ MOVEMENT REPORT The Inventory Movement Report lists inventory records with quantity fields. Multiple indexes/sorts are available. The output can be directed to printer or file. ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ The Movement Report tells you what items are selling/ │ │ moving in the inventory database (INV.DBF). │ │ Requires input of all sales (for each Item), into the │ │ SOLDPTD field, or the use of DAYO POS. │ │ The following fields/variables are contained in the │ │ Movement Report Form (MOVEMENT.FRM): │ │ ITEM COST SOLDPTD │ │ VENDITEM PRICE SOLDYTD │ │ DESC ONHAND │ │ VENDOR ONORDER │ │ Select the Index -> ITEM (ITEM) │ │ DESCRIPTION (DESC) │ │ VENDOR CODE (VENDOR) │ │ VENDOR ITEM (VENDITEM) │ │ TYPE (TYPE) │ │ Enter Heading: YOUR COMPANY, INC │ │ Send Output to Printer? (Y/N) ( No -> To File) │ │ Enter File Name: MOVEMENT.TXT │ │ Include Zero SOLDPTD Items? (Y/N) │ └────────────────────────────────────────────────────────┘ The Inventory Movement Report contains the following fields and values: Item, Vendor Item Number, Description, Vendor Code, Cost, Price, Quantity Onhand, Quantity On Order, Quantity Sold Period to Date, Quantity Sold Year to Date DAYO TIME & BILLING TJS LAB Page: 134 ■ INVENTORY TAGS Currently the only supported label size is 3.5" x 15/16". ┌────────────────────────────────────────────────────────┐ │ DAYO INVENTORY REPORTS │ │ The TAGS Report Option is actually a method of printing│ │ inventory tags/labels/price tags. │ │ The Inventory Tag is the standard size of 3.5x15/16, │ │ 10 Pitch, 6LPI, and contains the following fields: │ │ ITEM VENDITEM DESC PRICE │ │ │ │ ┌──────────────────────────────┐ │ │ │JAR-1 AJ-123456 │ │ │ │ │ │ │ │Sample Item Description │ │ │ │ │ │ │ │ 149.99 UNIT: EA │ │ │ └──────────────────────────────┘ │ │ │ │ ITEM │ │ Select Item -> JAR-1 │ │ LABOR │ │ NEW ITEM │ │ OCONSULT │ └────────────────────────────────────────────────────────┘ Esc (Exit) Enter/Return (Print) F5/F6/F7/F8 (Find) The following information/fields are printed onto the label: ITEM, VENDOR ITEM NUMBER, DESCRIPTION, PRICE, & UNIT OF ISSUE DAYO TIME & BILLING TJS LAB Page: 135 ■ REPRINT INVOICE This report simply reprints an invoice. A prompt is presented that will determine which database contains the invoice (INVOICE.DBF or ARH.DBF). Respond with a 'Y' if the invoice is still open (not printed or posted yet). ╔═══════════════════════════════════════════════════════╗ ║This routine will allow you to Print/Reprint an ║ ║Open and/or Closed/Posted Invoice. ║ ║Open Invoices are located in the INVOICE.DBF and ║ ║DETAIL.DBF databases. Closed/Posted Invoices are ║ ║located in the ARH.DBF and ARD.DBF databases. ║ ║ ║ ║Is this Invoice Open? (Y/N) ( N->Closed/Posted ) ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 136 ■ SELECT INVOICE FOR REPRINTING A browse selection screen will appear allowing you to find the invoice you wish to reprint. After finding the invoice record using the arrow, page up/down, or the Find keys (F5, F6, F7, F8), press Enter/Return to start the printing process. ╔════════════════════════════════════════════════════════════════════════════╗ ║ BILL TO: SHIP TO: ║ ║ CLIENT/CUSTOMER COMPANY, INC. YOUR WAREHOUSE ║ ║ P.O. Box 5555 123 IVERY STREET ║ ║ ║ ║ ANYCITY, XX 55555-5555 ANYCITY, XX 55555-5555 ║ ║ CUSTOMER # TYPE SALESPER TERMS SHIPPER PROJECT ║ ║ 999999 REG CASH US MAIL 555555 ║ ║ PHONE ATTN CREDIT LASTDATE ║ ║ (800) 555-5555 STACY MORGAN -14066.33 09/09/90 ║ ╚═══════════════════════════[ Reprint An Invoice ]═══════════════════════════╝ INVOICE PROJECT CUSTOMER SHIPNAME ────────────────╥─────────╥──────────╥──────────────────────────────────────── 1001 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1002 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1003 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1004 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1005 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1006 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1007 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE 1008 ║ 555555 ║ 999999 ║ YOUR WAREHOUSE Esc (Exit/Abort) Enter/Return (Select Invoice For Reprint) Find: F5 (Invoice) F6 (Ship To Name) F7 (Customer) F8 (Project) 39/57 DAYO TIME & BILLING TJS LAB Page: 137 ■ FORMATTED CUSTOMER NOTES This report will print all Notes for a specific customer/client in a paginated format. Data is derived from the database CUSTMEMO.DBF. ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Customer Notes for ║ ║a specific Customer. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ██░ █░ ▄███▄ █████░ ███░ ▄██▄ ║ ║ ███░█░ █░ █░ █░ █▄ █▄ ║ ║ █░███░ █░ █░ █░ █░ ▀▀█░ ║ ║ █░ ██░ ▀███▀ █░ ███░ ▀██▀ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ SELECT/FIND YOUR CUSTOMER/CLIENT If you wish, you can press enter on an empty prompt for customer number to bring up a listing of all your customers/clients. Use the Find keys, (ie: F5, F6, F7, F8, F9) to find the desired customer/client: ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Customer Notes for ║ ║a specific Customer. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║Enter Customer Number: 0 ║ ║ ║ ╔═══════════════════════[ Select/Find Your Customer ]════════════════════════╗ ║ CUSTOMER NAME ATTN ║ ║──────────╥────────────────────────────────╥────────────────────────────────║ ║ 30005 ║ HARPER BOOKS ║ ║ ║ 30006 ║ RON ENTERPRISES ║ RON ║ ║ 30007 ║ MARK JONES ║ MARK ║ ║ 30008 ║ JOE MARTINEZ ║ JOE ║ ║ 30009 ║ SLOAN'S ║ SAL ║ ║ 77777 ║ JOE MOLLEN ║ ║ ║ 999999 ║ CLIENT/CUSTOMER COMPANY, INC. ║ STACY MORGAN ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Customer) Find: F5 (Customer) F6 (Name) F7 (Ship To) F8 (Phone) F9 (Zip Code) 1/9 DAYO TIME & BILLING TJS LAB Page: 138 The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Customer Notes for ║ ║a specific Customer. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║Enter Customer Number: 999999 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: N_999999.TXT ║ ║ ║ ║Enter Comment: Send To George Moonilal ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ ■ EXAMPLE OF FORMATTED CUSTOMER/CLIENT NOTES Customer Notes YOUR COMPANY, INC Page 1 Attn: Accounts Receivable Date: 09/09/90 P.O. BOX 5555 Anycity, ST 555555-5555 800-555-5555 Customer: 999999 CLIENT/CUSTOMER COMPANY, INC. P.O. Box 5555 Terms: CASH ANYCITY, XX 55555-5555 Rate: 100.00 Salesper: (800) 555-5555 Contact: STACY MORGAN ------------------------------------------------------------------------------ Comment: Send To George Moonilal ------------------------------------------------------------------------------ Sells Flowers wholesale. Always late paying bills. Recieved a request for more support on 01/19/90, and gave consent, MG DAYO TIME & BILLING TJS LAB Page: 139 ■ FORMATTED PROJECT NOTES Complete Project/Case/Job notes are printed with this report routine. ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Project Notes for ║ ║a specific Project. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ██░ █░ ▄███▄ █████░ ███░ ▄██▄ ║ ║ ███░█░ █░ █░ █░ █▄ █▄ ║ ║ █░███░ █░ █░ █░ █░ ▀▀█░ ║ ║ █░ ██░ ▀███▀ █░ ███░ ▀██▀ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ If you wish, you can press enter on an empty prompt for project number to bring up a listing of all your projects . Use the Find keys, (ie: F5, F6, F7, F8, F9) to find the desired project: ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Project Notes for ║ ║a specific Project. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║Enter Project Number: 342 ║ ║ ║ ║ ║ ╔═════════════════════════[ Select/Find Your Project ]═══════════════════════╗ ║PROJECT CUSTOMER DESC NOTES RATE ║ ║────────╥──────────╥────────────────────────────────╥───────────╥───────────║ ║ 555550 ║ 30002 ║ Cabling Repair & Maintenance ║ <Memo> ║ 24.000 ║ ║ 555551 ║ 30007 ║ Health Care, On Site ║ <Memo> ║ 80.000 ║ ║ 555552 ║ 30008 ║ Jones vs Smith ║ <Memo> ║ 140.000 ║ ║ 555553 ║ 999999 ║ Car Washing Service ║ <Memo> ║ 10.000 ║ ║ 555554 ║ 30006 ║ Jones vs Smith ║ <Memo> ║ 100.000 ║ ║ 555555 ║ 999999 ║ GRASS CUTTING & YARD GROOMING ║ <Memo> ║ 45.500 ║ ║ 555556 ║ 999999 ║ TELEVISION REPAIR ║ <Memo> ║ 50.000 ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) Enter/Return (Select Project) Find: F5 (Project) F6 (Customer) F7 (Description) 2/12 DAYO TIME & BILLING TJS LAB Page: 140 The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║This report will print Formatted Project Notes for ║ ║a specific Project. ║ ║ ║ ║Enter Length of Page (Default 55 lines): 55 ║ ║ ║ ║Enter Project Number: 555556 ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: P_555556.TXT ║ ║ ║ ║Enter Comment: for Mary ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 141 ■ BIG LABELS This report option was added to allow you to print any size address labels (ie: 4" X 4") for customer, shiptos, and vendors. ██▄████░ ████░ ▄██████░ │■│┌───────────────────────────────┐│■│ ██░ ██░ ██░ ██░ │■││ Your Company Name ││■│ ██░ ██░ ██░ ██░ │■││ 12345 Orange Street ││■│ ██████░ ██░ ██░ ███░ │■││ Suite 100A ││■│ ██░ ██░ ██░ ██░ ██░ │■││ Anyplace, ST 12345-1234 ││■│ ██░ ██░ ██░ ██░ ██░ │■│├───────────────────────────────┤│■│ ██▀████░ ████░ ▀██████▀ │■││ Customer, ShipTo, Vendor ││■│ │■││ Address Line Here ││■│ █░ ▄█▄ █▄██░ ███░ █░ ▄██▄ │■││ Another Address Line ││■│ █░ █░█░ █░ █░ █░ █░ █░ │■││ City, State, ZIP ││■│ █░ █▄█░ █▄▄█░ ██░ █░ █▄▄▄ │■│└───────────────────────────────┘│■│ █░ █▀ ▀█░ █░ █░ █░ █░ █░ │■│┌───────────────────────────────┐│■│ ███░ █░ █░ █▀██░ ███░ ███░ ▀██▀ │■││ Your Company Name ││■│ ╔════════════════════════════════════════════════════════════════════════════╗ ║Select Label Option -> Customer Bill To ║ ║ Customer Ship To #1 ║ ║ Customer Ship To #2 ║ ║ Vendor Bill To ║ ║ Vendor Ship To ║ ║ Label Configuration ║ ║ Line Feed ║ ║ Exit ║ ╚════════════════════════════════════════════════════════════════════════════╝ Esc (Exit) ■ BIG LABELS CONFIGURATION A default label configuration is shown in the following diagram, but you can change it to fix another label... ╔════════════════════════════════════════════════════════════════════╗ ║ Print Your Company Name & Address: Y ║ ║ Print ATTN (Contact) Field: Y ║ ║ Number of Lines per Label: 18 ║ ║ Label Width (for centering): 40 ║ ║ Starting Column: 0 ║ ║ Starting Line For Your Address: 5 ║ ║ Starting Line For Addressee: 12 ║ ║ ║ ║ Print Sample? (Y/N) ║ ║ ║ ║ Exit? (Y/N) ║ ╚════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 142 ■ CONFIGURATION STATUS REPORT The output can be directed to printer or file. ╔═══════════════════════════════════════════════════════╗ ║The Configuration Status Settings Report lists all of ║ ║configuration settings (found in file DAYOTB.CFG). ║ ║This is Not a Report Form. ║ ║ ║ ║Send Output to Printer? (Y/N) ( No -> To File) ║ ║ ║ ║Enter File Name: CONFIG.TXT ║ ╚═══════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 143 ■ EXAMPLE OF CONFIGURATION STATUS REPORT ++++++++++++++++++++++++++++++++++++++++++++ + DAYO TIME & BILLING CONFIGURATION REPORT + ++++++++++++++++++++++++++++++++++++++++++++ 09/10/90 Company Name: YOUR COMPANY, INC Address Line 1: Attn: Accounts Receivable Address Line 2: P.O. BOX 5555 City, State Zip: Anycity, ST 555555-5555 Telephone: 800-555-5555 Last Customer Number: 30009 Auto Print Invoice: Yes Last Invoice Number: 23 Invoice Printer Type: STANDARD Invoice Printer Port: LPT1 Number of Invoice Copies: 1 Shade Laser Invoices: Yes Default Tax Code: 0 Default Invoice Type: REG Allow Negative Onhand: No Adjust Inventory on Returns: Yes Allow Editing In Browse: Yes Allow Adding of Customer: Yes Use Credit Limits: Yes Default Shipper/Shipment: PICKUP Default Terms: CASH Inventory Database Location: Customer Database Location: PriceBook Database Location: Serial Cash Drawer Attached: No Serial Cash Drawer Com Port: COM1 Parallel Cash Drawer Attached: Yes Parallel Cash Drawer Port: LPT1 Parallel Drawer Setup Code: CHR(1)+CHR(1) Report Printer Type: STANDARD PRINTER Report Printer Port: LPT1 Visual Indexing: Yes Automatically Reindex Daily: Yes Default Comment: Thank You! Color: Yes High Intensity: Yes Current Directory: Use Multiple ShipTos: No Tax Adjustments (ADJUST): No Statement Printer Type: LASER Statement Printer Port: LPT1 Number of Statement Copies: 1 Statement Default Comment: Thank You! Shade Laser Statements: No Last Project Number: 5.00 Customer Title: Customer Project Title: Project Time Title: QTY Default Hourly Rate: 100.000 DAYO TIME & BILLING TJS LAB Page: 144 ■ VIEW REPORTS ON SCREEN This routine was provided to aid the 'fight to stop the cutting down of trees in the world' by offering you the option to view your reports on your screen. The only limitation is on the size of the report. No reports can be viewed if they are over 32,000 bytes. (Just kidding about those trees...) Due to compiler problems (handling of memory), this routine tends to 'hang' your computer. It is not recommended you use this option if your machine is performing multitasking programs. At the first prompt, type and enter the name of the report you wish to view. ╔════════════════════════════════════════════════════════════════════════════╗ ║Use this option to view any report written to disk. ║ ║Press Enter/Return on an empty prompt to display all files with the ║ ║extension of '.TXT'. ║ ║File size limited to 32,000 bytes. ║ ║ ║ ║Enter Report File Name to View On Screen: ║ ║ ║ ╚════════════════════════════════════════════════════════════════════════════╝ If the file does not exist, or you press enter on an empty prompt, a window will appear showing all reports in the current directory. It is assumed that all reports will have the extension of '.TXT', which is the DAYO standard. All reports are displayed in the window, even if they are too large... ╔═══════════════════════════════════════╗ ║ File Name Size Date Used ║ ╟──────────────┬────────────┬───────────╢ ║AOPEN.TXT │ 4598 │ 09/10/90 ║ ║S_999999.TXT │ 5 │ 09/09/90 ║ ║DAYOERR.TXT │ 153 │ 09/09/90 ║ ║INVCUST.TXT │ 29267 │ 09/10/90 ║ ║OPEN.TXT │ 12671 │ 09/10/90 ║ ║REGISTER.TXT │ 22944 │ 09/09/90 ║ ║SALESPER.TXT │ 1059 │ 09/10/90 ║ ║AGEING.TXT │ 10613 │ 09/10/90 ║ ║AGESUM.TXT │ 1094 │ 09/10/90 ║ ║ARHLIST.TXT │ 17585 │ 09/10/90 ║ ║ARDLIST.TXT │ 14341 │ 09/10/90 ║ ║CREDSTAT.TXT │ 593 │ 09/10/90 ║ ║CH999999.TXT │ 3371 │ 09/10/90 ║ ║CUSXPAND.TXT │ 6458 │ 09/10/90 ║ ║INVOICE.TXT │ 17782 │ 09/09/90 ║ ║DUMP.TXT │ 16719 │ 09/10/90 ║ ╚══════════════╧════════════╧═══════════╝ DAYO TIME & BILLING TJS LAB Page: 145 ■ REPORT VIEWING SCREEN The report viewing screen uses the complete screen. The top line displays the report name. The bottom lines show you the function keys, all 2 of them. Also displayed at the bottom of the screen is the current row/column of the cursor position. DAYOTB View Reports │ File Name: OPEN.TXT Expanded Open Order Report invoice 09/10/90 00:58:42 Customer: 999999 Bill To Name: CLIENT/CUSTOMER COMPANY, INC. Promised: Adjustment: 0.00 Freight: 0.00 Taxes: 0.00 Subtotal: Invoice P.O. Open Date Rep Type Class Item Description ------- ------------ ---- -------- --- ---- ----- ------------ -------------- 191 Clos 08/26/90 REG TIME-CON 234 23 234 32 Customer: 999999 Bill To Name: CLIENT/CUSTOMER COMPANY, INC. Promised: Esc (Exit) F1 (Help) DAYO TIME & BILLING TJS LAB Page: 146 ■ MISCELLANEOUS ROUTINES - The MISC routines is a collection of 17 very useful Database Management Routines. These routines provide you with the 'ability to do whatever was left out of the rest of the program...'. These routines were modeled after dBase (tm) III+/IV functions. Familiarity with dBase will help with the understanding and execution of these routines. USE WITH CAUTION! YOU CAN ENHANCE AND CUSTOMIZE YOUR PROGRAM WITH THESE ROUTINES YOU CAN ALSO MESS THINGS UP PERMANENTLY! ■ MISC ROUTINES MENU DAYO Time & Billing V4.00 TJS LAB, Inc. ┌─────[June 1992]────┐ ╔════════════════════╗92, All Rights Reserved │S M T W T F S │ ║ MISC ROUTINES ║ ╞════════════════════╡ ╟────────────────────╢╔═════════════════════════════════════════════════════╗│ ║ APPEND FROM ║║ This menu option provides you with a multitude of ║│ ║ BROWSE DATABASES ║║ database management tools and functions, but also ║│ ║ COPY (.DBF) TO ║║ can be a source of significant problems! ║│ ║ CREATE DATABASE ║║ ║│ ║ DELETE RECORDS ║║ Miscellaneous Routines was provided to give you a ║│ ║ ERASE FILE ║║ 'back door' to DAYO, but if used incorrectly, it ║┘ ║ EXIT TO DOS ║║ can damage or destroy your data! ║ ║ INDEX A DATABASE ║║ ║ ║ LIST FIELDS ║║ Adding records to databases, packing, appending, ║ ║ PACK DATABASE ║║ editing records and modify databases can ║ ║ MODIFY DATABASE ║║ corrupt the indexes related to the database(s)! ║ ║ RECALL RECORDS ║║ You must know to reindex (Alt F9) if you do any ║ ║ RETURN TO MENU ║║ of these operations... ║ ║ RUN (DOS COMMAND) ║║ ║ ║ SIMPLE EDITOR ║║ When modifying a database, the rule is to NEVER ║ ║ SORT DATABASE ║║ change an existing field; only to add new fields...║ ║ TYPE (PRINT) FILE ║║ ║ ║ ZAP DATABASE ║║ Remember that 'ZAP' means to remove (permanently) ║ ╟────────────────────╢║ all records in the selected database! ║ ║ Select Option ║╚═════════════════════════════════════════════════════╝ ╚════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 147 ■ APPEND FROM - Used to copy records from one database into another database, or to create records from ASCII files (SDF or DELIMITED). - The Initial Screen will prompt you to enter the file name of the database you are to append/copy the data into. At this point, you can either type in the name of the target database, or ... ┌──────────────────────────────[ APPEND FROM ]───────────────────────────────┐ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ └────────────────────────────────────────────────────────────────────────────┘ - If it exists in the current directory, press enter on an empty prompt to display all databases to select from. ┌──────────────────────────────[ APPEND FROM ]──────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter┌────────[ PICK A DATABASE ]───────────┐y... │ │ │ FILE NAME SIZE DATE USED│ │ │ ├──────────────┬────────────┬──────────┤ │ │ │INVENT.DBF │ 375 │ 09/16/89 │ │ │ │AR.DBF │ 7219 │ 09/16/89 │ │ │ │HISTORY.DBF │ 103 │ 09/16/89 │ │ │ │PERSONS.DBF │ 24271 │ 09/16/89 │ │ │ │CUSTOMER.DBF │ 289 │ 09/16/89 │ │ │ └──────────────┴────────────┴──────────┘ │ │ ┌───────────────────────┐│ │ │ Highlight a database ││ │ │ using the ││ │ │ arrow keys, then press││ │ │ Enter/Return. ││ │ └───────────────────────┘│ │ │ └───────────────────────────────────────────────────────────────────────────┘ - The next prompt will be to select the type of Append: ┌──────────────────────────────[ APPEND FROM ]─────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into INVENT.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ └──────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 148 - If you are appending from another database (.DBF) then select 'Standard'. - Select the SDF option if you are appending from a 'flat' ASCII file. - Select the DELIMITED option if you are appending from a delimited ASCII file. Delimited files contain records in which the fields are separated by commas, and its character fields contained in double quotes... - If you select a Standard Append, you will then be prompted to enter the name of the database you wish to get the data from. If you selected the SDF or DELIMITED options, then enter the file name containing the data to be appended into your target database. ┌──────────────────────────────[ APPEND FROM ]─────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into PERSONS.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ │ Enter Database Name To Append Data FROM: PERSON1.TXT │ │ │ │ │ └──────────────────────────────────────────────────────────────────────────┘ - The number of records appended into the target database will be displayed upon completion of the task... ┌──────────────────────────────[ APPEND FROM ]───────────────────────────────┐ │ │ │ Enter Database Name To Append Data Into: │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ Append Data Into INVENT.DBF From INVENTY.DBF │ │ │ │ Type of Append: Standard SDF DELIMITED │ │ │ │ Enter Database Name To Append Data FROM: INVENTY.DBF │ │ │ │ │ │ │ │ There Were 1 Records Appended Into INVENT.DBF │ │ │ │ │ │ │ │ Press Any Key To Continue... │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 149 ■ BROWSE DATABASES - Used to edit/view records in a database. Enter the database name you wish to edit/browse, or if it exists in the current directory, press enter on an empty prompt to bring up a window box to select from. ┌───────────────────────────────────────────────────────────────┐ │ Enter Database Name: INVENT.DBF │ │ │ └───────────────────────────────────────────────────────────────┘ - If there exists an index (.NDX or .NTX), with the same name as the database, it will be utilized... The DAYO Inventory indexes are the exception. They are automatically set/used. - An example of a browse screen: TJS LAB, PO BOX 585366 ┌────────────────────────────────[ BROWSE SDF ]──────────────────────────────┐ │ MFG_PART DESC PRICE LIST │ │──────────────────╥────────────────────────────────╥────────────╥───────────│ │ 19730 ║ DAYO CONFIGURATION SETTINGS ║ 896.16 ║ 1792.32 │ │ 23429 ║ DAYO CUSTOMER ║ 1064.19 ║ 2128.38 │ │ 14797 ║ DAYO END OF PERIOD/DAY ║ 672.12 ║ 1344.24 │ │ 38227 ║ DAYO FINANCE,PERSONNEL,PAYROLL ║ 1736.31 ║ 3472.62 │ │ 11098 ║ DAYO INVENTORY ║ 504.09 ║ 1008.18 │ │ 17264 ║ DAYO MISC ROUTINES ║ 784.14 ║ 1568.28 │ │ 30828 ║ DAYO PICK, INVOICING ║ 1400.25 ║ 2800.50 │ │ 35760 ║ DAYO PURCHASE ORDERS ║ 1624.29 ║ 3248.58 │ │ 25896 ║ DAYO QUOTES ║ 1176.21 ║ 2352.42 │ │ 62889 ║ DAYO ROPA ║ 2856.51 ║ 5713.02 │ │ 64122 ║ DAYO ROPA/ROPC SOURCE ║ 2912.52 ║ 5825.04 │ │ 28362 ║ DAYO SALES ORDERS, P.O.S. ║ 1288.23 ║ 2576.46 │ │ 33294 ║ DAYO VENDORS ║ 1512.27 ║ 3024.54 │ │ 66588 ║ DBASE TRAINING (PER HOUR) ║ 3024.54 ║ 6049.08 │ │ 16031 ║ EOP SOURCE ║ 728.13 ║ 1456.26 │ │ 49325 ║ EXPENSES SOURCE ║ 2240.40 ║ 4480.80 │ │ 39460 ║ FINANCE SOURCE ║ 1792.32 ║ 3584.64 │ ├──────────────────╨────────────────────────────────╨────────────╨───────────┤ │ Esc(EXIT) Ctrl N(ADD) Ctrl U(DELETE) F5(Find) │ └────────────────────────────────────────────────────────────────────────────┘ 51/60 DAYO TIME & BILLING TJS LAB Page: 150 - To edit a memo field, just highlight the field, and start typing. * * * To save your work, once finished, YOU MUST PRESS Ctrl W UPON EXITING! ┌────────────────────────────────[ BROWSE SDF ]──────────────────────────────┐ │ PRICE LIST YOURPART NOTES │ │───────────────────────╥────────────╥─────────────────╥─────────────────────│ │ 896.16 ║ 1792.32 ║ ║ <Memo> │ │ 1064.19 ║ 2128.38 ║ ║ <Memo> │ │ 672.12 ║ 1344.24 ║ ║ <Memo> │ │ 1736.31 ║ 3472.62 ║ ║ <Memo> │ │ 504.09 ║ 1008.18 ║ ║ <Memo> │ │ 784.14 ║ 1568.28 ║ ║ <Memo> │ │ 1400.25 ║ 2800.50 ║ ║ <Memo> │ ┌────────────────────────────[ Edit Field: NOTES ] ──────────────────────────┐ │You can edit memo fields too... │ │ │ │ │ │ │ │ │ │ │ │ │ └───────────────────────[ Esc (ABORT) Ctrl W (SAVE) ]─────────────────────┘ │ Esc(EXIT) Ctrl N(ADD) Ctrl U(DELETE) F5(Find) │ └────────────────────────────────────────────────────────────────────────────┘ - Special keys for 'moving around' the BROWSE screen are: Left Arrow Key - Move to next field to your left Right Arrow Key - Move to next field to your right Ctrl Home - Go to the leftmost field Ctrl End - Go to the rightmost field (on the end of the record) Up Arrow - Move highlight to the previous record Down Arrow - Move highlight to the next record PgUp - Page up a full screen of records PgDn - Page down a full screen of records Ctrl PgUp - Go to the beginning of the file Ctrl PgDn - Go to the end or last record of the file Ctrl N - Add a record (where applicable) Ctrl U - Delete a record (where applicable) F5 - To seek/find a record based upon the active index Esc - Exit the current operation - Remember that there are many more fields to the right of the screen. Press the right arrow key to view them... DAYO TIME & BILLING TJS LAB Page: 151 ■ COPY (.DBF) TO - Copy records to another (new) database. Use this option to copy select records into a new database or ASCII (SDF and DELIMITED) file. COPY TO can also be used to create backups of data (EG: copy to floppy). ┌─────────────────────────────[ COPY (.DBF) TO ]─────────────────────────────┐ │ │ │ Enter Database Name To COPY FROM: │ │ Enter┌────────[ PICK A DATABASE ]───────────┐y... │ │ │ FILE NAME SIZE DATE USED│ │ │ ├──────────────┬────────────┬──────────┤ │ │ │HARPS.DBF │ 375 │ 09/16/89 │ │ │ │INVENT.DBF │ 7335 │ 09/16/89 │ │ │ │SDFSTUF.DBF │ 103 │ 09/16/89 │ │ │ │MORETRAH.DBF │ 24387 │ 09/16/89 │ │ │ │AP.DBF │ 289 │ 09/16/89 │ │ │ └──────────────┴────────────┴──────────┘ │ │ ┌───────────────────────┐│ │ │ Highlight a database ││ │ │ using the ││ │ │ arrow keys, then press││ │ │ Enter/Return. ││ │ └───────────────────────┘│ └────────────────────────────────────────────────────────────────────────────┘ - The next prompt will be to select the type of COPY TO option you want: ┌──────────────────────────────[ COPY (.DBF) TO ]────────────────────────────┐ │ │ │ Enter Database Name To COPY FROM: INVENT.DBF │ │ Enter Nothing For Listing Of Current Directory... │ │ │ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ │ │ Copy Records From INVENT.DBF │ └────────────────────────────────────────────────────────────────────────────┘ - The Standard option is simply creating another database (.DBF). The SDF and DELIMITED options will create ASCII files. The STRUCTURE option creates a new database with the same file structure as the initial database (no records copied). DAYO TIME & BILLING TJS LAB Page: 152 - The next prompt (optional), requires some knowledge of dBase (tm). This prompt is requesting the user to enter a condition or filter. If all records are to be copied, just press Enter on an empty prompt. ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW.DBF │ │ │ │ Enter Condition: │ │ Sample condition: COST > 100 │ │ │ │ │ │ Copy Records From NEW │ └────────────────────────────────────────────────────────────────────────────┘ - This 'Condition' option is useful for coping only specific records into a new location. Any valid dBase/Clipper statement (as shown next) is fine... ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW DBF │ │ │ │ Enter Condition: PRICE>0 │ │ Sample condition: COST > 100 │ │ │ │ Copy Records From NEW │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 153 - The following window message will appear while the COPY TO routine does its task: ┌╔═══════════════════════════[ FIELD NAMES & TYPE ]═════════════════════════╗┐ │║ ║│ │║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║│ │║NOTES{M} ■ ║│ │╚══════════════════════════════════════════════════════════════════════════╝│ │ │ │ Type of Copy To: Standard SDF DELIMITED STRUCTURE │ │ │ │ Enter SDF File Name To Copy Data TO: NEW10 │ │ │ │ Enter Condition: PRICE>0 │ │ Sample cond┌───────────────────────────────────────────────┐ │ │ │┌─────────────────────────────────────────────┐│ │ │ CONDITION: ││┌───────────────────────────────────────────┐││ │ │ │││┌─────────────────────────────────────────┐│││ │ │ ││││Hold those camels while I do this COPY TO││││ │ │ │││└─────────────────────────────────────────┘│││ │ │ ││└───────────────────────────────────────────┘││ │ │ │└─────────────────────────────────────────────┘│ │ │ └───────────────────────────────────────────────┘ │ │ Copy Records From SDF To NEW10 │ └────────────────────────────────────────────────────────────────────────────┘ ■ CREATE DATABASE - Create a new database. This routine lets you create entirely new database structures. At the FIELD_NAME field, enter a unique field name. At the FIELD_TYPE field, enter a 'C' for character, 'N' for numeric, 'D' for Date, 'L' for logical or 'M' for memofield. At the FIELD_LEN field, enter the size/length of the character and/or numeric field. At the FIELD_DEC field, enter the number of decimals for the numeric field. ┌───────[ CREATE A NEW DATABASE: NEW.DBF ]────────┐ │ FIELD_NAME FIELD_TYPE FIELD_LEN FIELD_DEC │ │────────────╥────────────╥───────────╥───────────│ │ ║ ║ 0 ║ 0 │ │ ║ ║ ║ │ │ ║ ║ ║ │ ┌─────────────│ ║ ║ ║ │────────────┐ │ │ ║ ║ ║ │ │ │ ENTER TH│ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ └─────────────│ ║ ║ ║ │────────────┘ │────────────╨────────────╨───────────╨───────────│ │ Press Enter to edit any field... │ └──────[ PRESS Ctrl W TO SAVE AND EXIT ]────────┘ DAYO TIME & BILLING TJS LAB Page: 154 * * * TO EDIT ANY FIELD, YOU MUST PRESS Enter FIRST * * * IT IS SLIGHTLY BOTHERSOME SORRY! WANT YOU TO THINK ABOUT WHAT YOU ARE DOING... *** If any error is made in this routine, you will experience an error, either immediately, or when you start to edit the new database. This error may even cause your computer to hang! *** Be sure to Press: Ctrl W when you are finished and satisfied. Pressing Esc will just negate your efforts.. ┌───────[ CREATE A NEW DATABASE: NEW.DBF ]────────┐ │ FIELD_NAME FIELD_TYPE FIELD_LEN FIELD_DEC │ │────────────╥────────────╥───────────╥───────────│ │ NAME ║ C ║ 30 ║ 0 │ │ AGE ║ N ║ 5 ║ 1 │ │ DEAD ║ L ║ 1 ║ 0 │ │ BIRTHDATE ║ D ║ 8 ║ 0 │ ┌─────────────│ REMARKS ║ M ║ 10 ║ 0 │────────────┐ │ │ ║ ║ 0 ║ 0 │ │ │ ENTER TH│ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ │ │ ║ ║ ║ │ │ └─────────────│ ║ ║ ║ │────────────┘ │ ║ ║ ║ │ │────────────╨────────────╨───────────╨───────────│ │ Press Enter to edit any field... │ └──────[ PRESS Ctrl W TO SAVE AND EXIT ]────────┘ DAYO TIME & BILLING TJS LAB Page: 155 ■ DELETE RECORDS - Delete selected records from databases. The first prompt is for the name of the database you wish to mark records for deletion. Like many of the other routines, you can press enter on an empty prompt to bring up all databases that exist in the current directory: ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │D.DBF │ 259 │ 09/16/89 │ │DDD.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SDF.DBF │ 7335 │ 09/16/89 │ │TRASH.DBF │ 24387 │ 09/16/89 │ │XXX.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌────────────────────────[ DELETE SELECTED RECORDS ]│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ │ │ └────────────────────────────────────────────────────────────────────────────┘ - After selecting the database, all its fields will be presented atop the screen so as to aid the user in entering a condition/filter. The use of the condition prompt is NOT optional, so some knowledge of dBase/Clipper syntax is required. Note the use of the Clipper Function: EMPTY(). ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌────────────────────────[ DELETE SELECTED RECORDS ]─────────────────────────┐ │ Enter Database Name: TRASH │ │ Delete Records For Condition: EMPTY(PART) │ │ Sample condition: COST > 100 │ │ CONDITION: EMPTY(PART) │ │ Number of Records Deleted: 208 │ │ Press any key to continue... │ └────────────────────────────────────────────────────────────────────────────┘ - The number of records deleted will be displayed upon the screen as depicted just above... DAYO TIME & BILLING TJS LAB Page: 156 ■ ERASE FILE - Erase a file (forever!). Use this option with extreme care! Again, be careful! ANY FILE SELECTED WITH THIS OPTION WILL BE PERMANENTLY REMOVED FROM EXISTENCE NO SECOND CHANCES HERE... - The first prompt is for the file name. You can press enter on an empty prompt to bring up a window selection of all files in the current directory. ┌────────────────────────┐ ┌────────[ ERASE THE FILE ]────────────┐ │ Highlight a file │ │ FILE NAME SIZE DATE USED│ │ using the │ ├──────────────┬────────────┬──────────┤ │ arrow keys, then press │ │B.BAT │ 222 │ 09/16/89 │ │ Enter/Return. │ │BKDOOR.$$$ │ 8192 │ 09/16/89 │ └────────────────────────┘ │BKDOOR.DOC │ 37029 │ 09/17/89 │ │BKDOOR.ZIP │ 19415 │ 09/16/89 │ │D.DBF │ 259 │ 09/16/89 │ │D.DBT │ 512 │ 09/16/89 │ │DAYOBK.BAK │ 36879 │ 09/16/89 │ │DAYOBK.LIB │ 36879 │ 09/16/89 │ │DAYOBK.LST │ 2056 │ 09/16/89 │ │DAYOBK.OBJ │ 35585 │ 09/16/89 │ │DAYOCAL.MAP │ 35 │ 09/16/89 │ │DDD.DBF │ 375 │ 09/16/89 │ │DDD.DBT │ 512 │ 09/16/89 │ │DDD.NTX │ 2048 │ 09/16/89 │ │DEMO.EXE │ 245404 │ 09/16/89 │ └──────────────┴────────────┴──────────┘ More - To ERASE a file, just highlight it, then press Enter... ■ EXIT TO DOS - This option will close all open files and databases and exit to DOS without having to return to the main menu exit routine. DAYO TIME & BILLING TJS LAB Page: 157 ■ INDEX A DATABASE - You will be prompted to select the database you wish to index. After selecting the database, by typing in the name or pressing Enter on an empty prompt (then selecting from the window), you will be given a listing of all fields in that database atop the screen. ┌────────[ PICK A DATABASE ]───────────┐. │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DAD.DBF │ 259 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SPW.DBF │ 7335 │ 09/16/89 │ │SOW.DBF │ 103 │ 09/16/89 │ │BOY.DBF │ 24387 │ 09/17/89 │ │SHI.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌───────────────────[ INDEX A DATABASE ]───│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ └───────────────────────────────────────────────────────────────┘ - You will now be prompted to enter the name of the Index File. It will be (by default), named exactly the same as the selected database, with the exception of the extension. This will default to .NDX or .NTX depending on whether you linked NDX.OBJ with your application. *** Remember that the BROWSE routine only looks at indexes with the same name as the database. ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ INDEX A DATABASE ]────────────────────────┐ │ Enter Name of Index File: TRASH.NTX │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 158 - At the prompt for the index key, enter a field name, or a valid dBase/Clipper expression. ╒╔══════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ INDEX A DATABASE ]────────────────────────┐ │ Enter Name of Index File: TRASH.NTX │ │ Enter the Key Expression: PART+MFG_PART │ └───────────────────────────────────────────────────────────────┘ ■ LIST FIELDS - List fields to screen or printer. This routine is a great tool for providing simple reports and lists. The first prompt will be for the database you wish to work with. Type the name of the file, or press Enter on an empty prompt to bring up a window of all databases in the current directory for selection. ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │INVEND.DBF │ 259 │ 09/16/89 │ │INVENT.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SOMEDAY.DBF │ 7335 │ 09/16/89 │ │TANGO.DBF │ 103 │ 09/16/89 │ │AP.DBF │ 24387 │ 09/17/89 │ │BACKUP.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌──────────────────────────────────────────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 159 - The next prompt is for a condition or filter. This makes it possible to list only specific records that meet that condition you enter. The condition must be a valid dBase/Clipper expression, or none (to list all). ╒╔══════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌─────────────────────────────────────────────────────┐ │ Enter Filter: │ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ └─────────────────────────────────────────────────────┘ ┌───────────────────────────────────────────────────────────────┐ │ Enter Database Name: │ │ │ └───────────────────────────────────────────────────────────────┘ - A window box appears next displaying all the fields in the selected database and an option to list all fields. Highlight any combination of fields ( or ALL) that you want listed. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║ ├─────────────────┤ ║ ╚═│■■ ALL ■■ │═══════════════════════════════════════════════════════╝ │RECNO() │ │MFG_PART │ │PRICE │ │YOURPART │ ┌────────────────────────────────────────────────────┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 160 - The fields you select will be displayed at center top of screen. Press Esc to exit the "PICK THE FIELDS YOU WANT LISTED" window. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DES┌────────────────────┐{N} ■ YOURPART{C} ■ ║ ║N├─────────────────┤ │PART │ ║ ╚═│■■ ALL ■■ │═══════│MFG_PART │══════════════════════════╝ │RECNO() │ │PRICE │ │PART │ └────────────────────┘ │PRICE │ │YOURPART │ ┌────────────────────────────────────────────────────┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ - At the next prompt, you can send the list to the SCREEN, PRINTER OR FILE. ╒╔═┌─────────────────┐═══════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ │ PICK THE FIELDS │ ║ ╘║P│ YOU WANT LISTED │} ■ DES┌────────────────────┐{N} ■ YOURPART{C} ■ ║ ║N├─────────────────┤ │PART │ ║ ╚═│■■ ALL ■■ │═══════│MFG_PART │══════════════════════════╝ │RECNO() │ │PRICE │ │PART │ └────────────────────┘ │DESC┌──────────────────────────────────────────────────────────────────┐ │PRIC│ Do you want to print the list to the SCREEN or PAPER or FILE ? │ │LIST│ │ │YOUR└──────────────────────────────────────────────────────────────────┘─┐ │NOTES │ │ Enter Filter: │ ├─────────────────┤ │ EG: ID = "SAM0909" .AND. RETAIL > 10000 │ │PRESS Esc TO EXIT│ └────────────────────────────────────────────────────┘ └─────────────────┘────────────────────────────────────────────────────┐ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 161 - The list is very simple, and if displayed onto the screen, may look like the following: PART MFG_PART PRICE 4523 0.00 DAYO9S 41926 1904.34 DAYO10S 13564 616.11 DAYOCOMP 45625 2072.37 DAYOALLS 43159 1960.35 INDEXER 50558 2296.41 INDEXERS 51791 2352.42 5 DEMO 4932 224.04 DAYO13S 20963 952.17 MENUS 53024 2408.43 OFFSITEP 56724 2576.46 ONSITEP 57957 2632.47 DAYO2S 24662 1120.20 DAYO9 40693 1848.33 DAYO10 12331 560.10 DAYOCAL$ 44392 2016.36 DAYO13 19730 896.16 DAYO2 23429 1064.19 DAYO11 14797 672.12 DAYO8 38227 1736.31 DAYO1 11098 504.09 DAYO12 17264 784.14 DAYO5 30828 1400.25 ......PRESS ANY KEY TO CONTINUE...... ■ MODIFY DATABASE - Change the fields/structure of a database. You can add new fields, delete fields, change the length and type of field in any of the databases. At the FIELD_NAME field, enter a unique field name. At the FIELD_TYPE field, enter a 'C' for character, 'N' for numeric, 'D' for Date, 'L' for logical or 'M' for memofield. At the FIELD_LEN field, enter the size/length of the character and/or numeric field. At the FIELD_DEC field, enter the number of decimals for the numeric field. ******************************************************** *** TO EDIT ANY FIELD, YOU MUST PRESS Enter FIRST *** *** IT IS SLIGHTLY BOTHERSOME SORRY! *** ******************************************************** *** If any error is made in this routine, you will experience an error, either immediately, or when you start to access the database. This error may even cause your computer to hang! DAYO TIME & BILLING TJS LAB Page: 162 *** Be sure to Press: Ctrl W when you are finished and satisfied. Pressing Esc will just negate your efforts.. ■ PACK DATABASE - Pack a database (removed deleted records). This option will permanently remove any records marked for deletion. This is another routine you should use with great care! As in many of the other of the routines, you will be prompted to enter the name of the database you wish to pack. Enter the name or press Enter on an empty prompt to view the window. ┌─────┐ │PACK!│ └─────┘ ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │GOODDATA.DBF │ 259 │ 09/16/89 │ │HAP.DBF │ 375 │ 09/16/89 │ │NEW.DBF │ 195 │ 09/17/89 │ │SDF.DBF │ 7335 │ 09/16/89 │ │LOIN.DBF │ 103 │ 09/16/89 │ │TRASH.DBF │ 24387 │ 09/17/89 │ │FIX.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌──────────────────────────────────────────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ └──────────────────────────────────────────└────────────────────────┘ - After selecting the database, you will be prompted to respond with a Yes or No (to Pack or not to Pack...). This is the last chance you have to change your mind... ┌──────────────────────────────────────────────────────────────────────────┐ │ PACK TOM3 │ │ Are you sure you want to PACK (remove deleted records) ? N │ └──────────────────────────────────────────────────────────────────────────┘ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 163 ■ RECALL RECORDS - Recalls records previously marked for deletion. This option is identical to the DELETE RECORDS option discussed earlier... ■ RETURN TO MENU - Returns to the procedure that called MISC Routines. ■ RUN (DOS COMMAND) - Run a DOS command (EG: dir/w). This option is helpful in that it allows you to run programs at the DOS level (within memory constraints). ┌───────────────────────────────────────────────────────────────────────────┐ │ RUN CD\DOS │ └───────────────────────────────────────────────────────────────────────────┘ - One useful option is to type and Enter: COMMAND at this prompt. You will be running another DOS Shell totally out of the program (it still is in memory though). ┌───────────────────────────────────────────────────────────────────────────┐ │ RUN COMMAND │ └───────────────────────────────────────────────────────────────────────────┘ - Press and Enter: EXIT to return to your Clipper Application. EG: The COMPAQ Personal Computer MS-DOS Version 3.31 (C) Copyright Compaq Computer Corp. 1982, 1987 (C) Copyright Microsoft Corp. 1981, 1987 C:\KISBBS>EXIT DAYO TIME & BILLING TJS LAB Page: 164 ■ SIMPLE EDITOR - A simple editor and word processor. Use this option to create and read simple TEXT files. File size is limited to your machines capabilities or 32,000k. The first prompt is for the name of the file you wish to edit. Type in the name, or press Enter on an empty prompt to bring up a window option box containing all files in the current directory. ┌────────────────────────┐ ┌──────────[ EDIT THE FILE ]───────────┐ │ Highlight a file │ │ FILE NAME SIZE DATE USED│ │ using the │ ├──────────────┬────────────┬──────────┤ │ arrow keys, then press │ │B.BAT │ 222 │ 09/16/89 │ │ Enter/Return. │ │BKDOOR.DOC │ 56356 │ 09/17/89 │ └────────────────────────┘ │BKDOOR.ZIP │ 19415 │ 09/16/89 │ │DAYOBK.LIB │ 36879 │ 09/16/89 │ │DAYOBK.LST │ 2056 │ 09/16/89 │ ┌────────│DAYOBK.OBJ │ 35585 │ 09/16/89 │────────────────────────────┐ │ Enter t│DAYOCAL.MAP │ 35 │ 09/16/89 │ │ │ Press E│DDD.DBF │ 375 │ 09/16/89 │urrent directory listing. │ └────────│DDD.DBT │ 512 │ 09/16/89 │────────────────────────────┘ │DDD.NTX │ 2048 │ 09/16/89 │ │DEMO.EXE │ 245404 │ 09/16/89 │ │DEMO.MAP │ 7780 │ 09/16/89 │ └──────────────┴────────────┴──────────┘ More - *** Note, this routine will try to load binary files (.EXE, .OBJ, .etc...), so be careful at what you select for viewing/editing. - If you make ANY changes to the file, You MUST PRESS Ctrl W to SAVE those changes. If you exit with an Esc, all changes will be lost! ┌──────────────────────────────[ SIMPLE EDITOR ]─────────────────────────────┐ │CLIPPER demo │ │CLIPPER MISC │ │KWAIT 10 │ │LIB MISC-+MISC,MISC.LST,MISC │ │KWAIT 10 │ │TLINK DEMO,,,MISC \CLIPPER\CLIPPER \CLIPPER\EXTEND │ │KWAIT 10 │ │DEMO │ └────────────────────────────────────────────────────────────────────────────┘ Esc (ABORT) Ctrl W (SAVE) Initial Size: 222 1/0 DAYO TIME & BILLING TJS LAB Page: 165 - Special keys for 'moving around' the SIMPLE EDITOR screen are: Left Arrow Key - Move to your left Right Arrow Key - Move to your right Ctrl Home - Go to the top, leftmost corner of window Ctrl End - Go to the bottom, rightmost corner of window Up Arrow - Move up one line Down Arrow - Move down one line PgUp - Page up a full screen PgDn - Page down a full screen Ctrl PgUp - Go to the beginning of the file Ctrl PgDn - Go to the end of the file * F2 - Import text from a text file * Ctrl W - Save Changes and Exit * Esc - ABORT Changes and Exit The margin may exceed the boundaries on the right side of the screen, but the text is easily accessed using the special keys above... ■ SORT DATABASE - This option takes a database, sorts it, and copies the result into a new database. The first prompt is for the name of the database you want to sort. Enter the name, or press Enter on an empty prompt to bring up a window box containing all databases in the current directory. ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DOG.DBF │ 259 │ 09/16/89 │ │CAT.DBF │ 375 │ 09/16/89 │ │CAR.DBF │ 195 │ 09/17/89 │ │BAM.DBF │ 7335 │ 09/16/89 │ │HARP.DBF │ 103 │ 09/17/89 │ │TRAIN.DBF │ 24387 │ 09/17/89 │ │HIPPY.DBF │ 289 │ 09/16/89 │ ┌────────────────────────┐ └──────────────┴────────────┴──────────┘ │ Highlight a database │ │ using the │ ┌───────────────────[ SORT A DATABASE ]────│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ │ └────────────────────────┘ │ │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 166 - The next prompt is for the name of the database you will be creating with the sorted data. ╒╔═══════════════════════════[ FIELD NAMES & TYPE ]══════════════════════════╗ │║ ║ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ SORT A DATABASE ]─────────────────────────┐ │ Enter Database Name: INVNET.DBF │ │ Enter Name of Sorted File: INVNET1.DBF │ │ │ └───────────────────────────────────────────────────────────────┘ - The next prompt is for the sort field (limited to 1 field)... ╒╔═════════════════════════[ FIELD NAMES & TYPE ]═══════════════════════════╗ ╘║PART{C} ■ MFG_PART{C} ■ DESC{C} ■ PRICE{N} ■ LIST{N} ■ YOURPART{C} ■ ║ ║NOTES{M} ■ ║ ╚══════════════════════════════════════════════════════════════════════════╝ ┌───────────────────[ SORT A DATABASE ]─────────────────────────┐ │ Enter Database Name: TOM.DBF │ │ Enter Name of Sorted File: TOM1.DBF │ │ Enter the Key Expression: PART │ └───────────────────────────────────────────────────────────────┘ ■ TYPE (PRINT) FILE - Prints an ASCII/text file to screen or printer. The first prompt is for the file name. ┌───────────────────────[ TYPE TO SCREEN OR PRINTER ]────────────────────────┐ │ Enter the ASCII/TEXT file to TYPE: KISBBS.DOC │ │ Press Enter/Return on an empty field to get a current directory listing. │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 167 - The display of the file (any type), is continuous, but can be paused by any key (except the Enter & Esc keys). Pressing the Enter key will slow the printing of the file onto the screen. Press Esc to Abort the display... A sample display: FUNCKEY...........MISC FUNIQUE...........MISC FZAP..............MISC GET_PIC1..........MISC ISDATA............MISC ISDBF.............MISC MENU_KEY..........MISC MISC..............MISC OKFILE............MISC PACKIT............MISC PICKDBF...........MISC PROCLIST..........MISC SHOW_INS2.........MISC STATLINE2.........MISC TOG_INS2..........MISC XKEY_CLEAR........MISC XKEY_NORM.........MISC XMEMO.............MISC MISC BKDOOR BROWSEIT CENTER1 COLORSET DBFUNCT DBFUNCT6 EDITOR FACHOICE FAPPEND FCOPY2 FDBF1 FDELETE FERASE FILESZ FILE_UDF FILT FINDER FINDEX FMAKEDB FMODYDB FNEW FRECALL FRUN FSCROLL1 FSORT FTYPEIT FUNCKEY FUNIQUE FZAP GET_PIC1 ISDATA ISDBF MENU_KEY MISC OKFILE PACKIT PICKDBF PROCLIST SHOW_INS2 STATLINE2 TOG_INS2 XKEY_CLEAR XKEY_NORM XMEMO PRESS ANY KEY TO CONTINUE... ■ ZAP DATABASE - Totally erase all records in database (forever!). When you want to remove every record from a database, then use this option. Use with EXTREME CAUTION! The first prompt is for the file name. Enter the name of the database you are to 'clean out', or press Enter to select the database from a window containing all databases in the current directory. DAYO TIME & BILLING TJS LAB Page: 168 ┌────┐ │ZAP!│ └────┘ ┌────────[ PICK A DATABASE ]───────────┐ │ FILE NAME SIZE DATE USED│ ├──────────────┬────────────┬──────────┤ │DENVER.DBF │ 259 │ 09/16/89 │ │OHIO.DBF │ 375 │ 09/16/89 │ │NEWYORK.DBF │ 195 │ 09/17/89 │ │MONTANA.DBF │ 7335 │ 09/16/89 │ │SC.DBF │ 259 │ 09/17/89 │ │EARS.DBF │ 103 │ 09/17/89 │ │FRUIT.DBF │ 24387 │ 09/17/89 │ ┌────────────────────────┐ │MATH.DBF │ 259 │ 09/17/89 │ │ Highlight a database │ │CARROTS.DBF │ 289 │ 09/16/89 │ │ using the │ └──────────────┴────────────┴──────────┘───│ arrow keys, then press │ │ Enter Database Name: │ Enter/Return. │ └──────────────────────────────────────────└────────────────────────┘ - You will be prompted one last time as to whether you still want to ZAP the selected database. Press Y for Yes, N for No... ┌────┐ │ZAP!│ └────┘ ┌──────────────────────────────────────────────────────────────────────────┐ │ ZAP TRASH │ │ Are you sure you want to ZAP (remove all records permanently) ? N │ │ │ └──────────────────────────────────────────────────────────────────────────┘ │ Enter Database Name: │ └───────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 169 ■ HELP SCREENS - While in the browse screens, some of the option windows, and in the SIMPLE EDITOR, pressing the F1 key, will display a help screen. - BROWSE help: ┌──────────────────────[ DAYOTB HELP: DBEDIT, 0, ]──────────────────────────┐ │ │ │- Special keys for 'moving around' the BROWSE screen are: │ │ │ │ Left Arrow Key - Move to next field to your left │ │ Right Arrow Key - Move to next field to your right │ │ Ctrl Home - Go to the leftmost field │ │ Ctrl End - Go to the rightmost field (on the end of the record)│ │ Up Arrow - Move highlight to the previous record │ │ Down Arrow - Move highlight to the next record │ │ PgUp - Page up a full screen of records │ │ PgDn - Page down a full screen of records │ │ Ctrl PgUp - Go to the beginning of the file │ │ Ctrl PgDn - Go to the end or last record of the file │ │ Ctrl N - Add a record (where applicable) │ │ Ctrl U - Delete a record (where applicable) │ │ F5,F6,F7 - To seek/find a record based upon the active index │ │ Esc - Exit the current operation │ │ │ │ Remember that there are many more fields to the right of the screen. │ │ Press the right arrow key to view them... │ └────────────────────────────────────────────────────────────────────────────┘ - Option Box Help: ┌───────────────────────[ DAYOTB HELP: ACHOICE, 0, ]────────────────────────┐ │ │ │ │ │ │ │ │ │ - Special keys for 'moving around' the Option Box are: │ │ │ │ Up Arrow - Move up one option │ │ Down Arrow - Move down one option │ │ PgUp - Page up multiple records │ │ PgDn - Page down multiple records │ │ Esc - ABORT and Exit │ │ │ │ │ │ After highlighting the option you desire, press Enter... │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ DAYO TIME & BILLING TJS LAB Page: 170 - Editor help: ┌──────────────────────[ DAYOTB HELP: MEMOEDIT, 0, ]────────────────────────┐ │ │ │ - Special keys for 'moving around' the EDITOR screen are: │ │ │ │ Left Arrow Key - Move to your left │ │ Right Arrow Key - Move to your right │ │ Ctrl Home - Go to the top, leftmost corner of window │ │ Ctrl End - Go to the bottom, rightmost corner of window │ │ Up Arrow - Move up one line │ │ Down Arrow - Move down one line │ │ PgUp - Page up a full screen │ │ PgDn - Page down a full screen │ │ Ctrl PgUp - Go to the beginning of the file │ │ Ctrl PgDn - Go to the end of the file │ │ Ctrl W - SAVE Changes and Exit │ │ Esc - ABORT Changes and Exit │ │ F2 - Import another text file into your document │ │ │ │ The margin may exceed the boundaries on the right side of the screen, │ │ but the text is easily accessed using the special keys above... │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ - User Manual/Screen Help: ┌─────────────[ DAYO TB HELP Program:WAITKEY Variable: ]─────────────┐ │ │ │ - Special keys for 'moving around' the User Manual Read Screen are: │ │ │ │ Left Arrow Key - Move to your left │ │ Right Arrow Key - Move to your right │ │ Ctrl Home - Go to the beginning of file │ │ Ctrl End - Go to the end of file │ │ Up Arrow - Move up one line │ │ Down Arrow - Move down one line │ │ PgUp - Page up a full screen │ │ PgDn - Page down a full screen │ │ Alt S - Find/Search for a string │ │ Alt A - Repeat Search │ │ Esc - Exit │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────┘ Press any key to continue... DAYO TIME & BILLING TJS LAB Page: 171 ■ EXPANDED HELP At almost all prompts and menus you can press F1 for help. Help can be a function key message as displayed on previous page, a message that you have created (user defined & inputted), or the ability to read the documentation on the screen (saves paper). ■ USER DEFINED & INPUTTED HELP SCREENS/MESSAGES If you press F1 and no user defined & inputted message exists for that section of the program you are currently in you will receive a message to this effect, and then a blank/empty screen. The editing keys for this option are the same as for the Simple Editor (previous page). ┌──────[ DAYO HELP Called by Program: DAYOTB Variable: OPT ]───────┐ │ │ │ │ │ │ │ │ │ │ │ │ │ ╔════════════════════════════════════════════════════════╗ │ │ ║ No Online Help Messages Exist for this prompt... ║ │ │ ║ ║ │ │ ║ You can type in any help message you wish, or ║ │ │ ║ press F1 to view the document for DAYOTB. ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ Press any key to continue... ║ │ │ ╚════════════════════════════════════════════════════════╝ │ │ │ │ │ ├───────────────────────────────────────────────────────────────────────────┤ │ Esc (Exit) Ctrl W (Save Changes) F1 (Read Manual) │ └───────────────────────────────────────────────────────────────────────────┘ If you wish to input anything at this point, just type whatever you wish, remembering to press Ctrl W to save all changes. Pressing Esc will not save ANY changes ( all effort you put into writing a help message will be lost! ). DAYO TIME & BILLING TJS LAB Page: 172 ┌───────[ DAYO HELP Called by Program: DAYOTB Variable: OPT ]───────┐ │ │ │ │ │ │ │ │ │ Type in anything you wish about this portion of the program! │ │ │ │ The length of this file can be many pages... │ │ │ │ Be sure to press Ctrl W to save any changes/additions you make to this │ │ screen. │ │ │ │ │ │ │ │ │ │ │ │ │ ├────────────────────────────────────────────────────────────────────────────┤ │ Esc (Exit) Ctrl W (Save Changes) F1 (Read Manual) 13/4 │ └────────────────────────────────────────────────────────────────────────────┘ ■ VIEW DOCUMENTATION ONSCREEN To view the documentation for the module you are in, it must first exist in the current directory. Document files are named the same as the module, and have the extension of '.DOC', ie: DAYOINV.DOC, DAYOPOS.DOC, DAYOTB.DOC. Press F1 in the User Defined & Inputted Help Message screen to display the document (user manual). The special keys in this option are displayed in the Help Screen (press F1 again) for this option: ╔══════════════════════════════════════════════════════════════════════════╗ ║ While viewing the document for DAYOTB the keyboard is configured ║ ║ as followed: ║ ║ ║ ║ Esc Exit ║ ║ F5 Find a string. This search is not case sensitive ║ ║ Examples: PAGE 103 ║ ║ INTRODUCTION ║ ║ REPORTS ║ ║ Home Return to the beginning of the document ║ ║ End Go to the bottom of the document ║ ║ PgUp Page up ║ ║ ║ ║ Any other key moves acts like PgDn (page down) ║ ║ ║ ║ Press any key to continue... ║ ╚══════════════════════════════════════════════════════════════════════════╝ DAYO TIME & BILLING TJS LAB Page: 173 ■ DATABASE LISTING Currently there are 21 databases in the system: APPLIED.DBF Applied Cash Receipt Records ──────────────────────────────────────────────────────────────── ARH.DBF Accounts Receivable Headers ──────────────────────────────────────────────────────────────── ARD.DBF Accounts Receivable Detail ──────────────────────────────────────────────────────────────── ARJ.DBF Accounts Receivable Journal Number Table ──────────────────────────────────────────────────────────────── CUSTMEMO.DBF Customer/Client Memo/Notes ──────────────────────────────────────────────────────────────── CUSTOMER.DBF Customer/Client Records ──────────────────────────────────────────────────────────────── DETAIL.DBF Invoice Detail Records ──────────────────────────────────────────────────────────────── INV.DBF Inventory ──────────────────────────────────────────────────────────────── INVADJ.DBF Record of Inventory Adjustments ──────────────────────────────────────────────────────────────── INVOICE.DBF Invoice Headers ──────────────────────────────────────────────────────────────── PB.DBF Price Book Database, Special/Fixed Pricing ──────────────────────────────────────────────────────────────── PROJECTS.DBF Projects/Cases/Jobs Database with Memos/Notes ──────────────────────────────────────────────────────────────── RECEIPTS.DBF Record of Cash Receipts ──────────────────────────────────────────────────────────────── SALESPER.DBF Sales Person/Rep Records ──────────────────────────────────────────────────────────────── SHIPPER.DBF Shipper/Method of Shipment Table ──────────────────────────────────────────────────────────────── SHIPTOS.DBF Multiple Ship To Addresses ──────────────────────────────────────────────────────────────── TAXCODE.DBF Taxcode/Taxrate Table ──────────────────────────────────────────────────────────────── TERMS.DBF Invoice Terms Table ──────────────────────────────────────────────────────────────── TYPE.DBF Invoice Type Table ──────────────────────────────────────────────────────────────── WAREHOUS.DBF Warehouse Inventory Records ──────────────────────────────────────────────────────────────── WARENAME.DBF Warehouse Names Table ──────────────────────────────────────────────────────────────── DAYO TIME & BILLING TJS LAB Page: 174 ■ DATABASE STRUCTURE Database -> APPLIED.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 JOURNAL Numeric 6 1 6 2 INVOICE Numeric 6 7 12 3 PROJECT Numeric 6 13 18 4 AMOUNT Numeric 10 2 19 28 5 DATE Date 8 29 36 ───── Total 37 Database -> ARH.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 INVOICE Numeric 6 1 6 2 PROJECT Numeric 6 7 12 3 CUSTOMER Numeric 6 13 18 4 SHIPNAME Character 30 19 48 5 SHIPADDR1 Character 30 49 78 6 SHIPADDR2 Character 30 79 108 7 SHIPCITY Character 17 109 125 8 SHIPSTATE Character 2 126 127 9 SHIPZIP Character 10 128 137 10 PHONE Character 14 138 151 11 TYPE Character 3 152 154 12 TERMS Character 20 155 174 13 SHIPPER Character 20 175 194 14 DATE Date 8 195 202 15 TIME Character 8 203 210 16 REG Character 3 211 213 17 BY Character 30 214 243 18 SALESPER Character 3 244 246 19 CUST_PO Character 15 247 261 20 SC Logical 1 262 262 21 BO Numeric 6 263 268 22 TAXRATE Numeric 6 4 269 274 23 TAXCODE Character 3 275 277 24 TAXES Numeric 10 2 278 287 25 ADJUST Numeric 10 2 288 297 26 FREIGHT Numeric 10 2 298 307 27 SUBTOTAL Numeric 10 2 308 317 28 OPEN Logical 1 318 318 29 PRINTED Logical 1 319 319 30 CLASS Character 3 320 322 31 PAID Numeric 10 2 323 332 32 DISCOUNT Numeric 10 2 333 342 33 COMMENT Character 50 343 392 34 POSTDATE Date 8 393 400 35 TRANSACT Character 12 401 412 ───── Total 413 DAYO TIME & BILLING TJS LAB Page: 175 Database -> ARD.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 INVOICE Numeric 6 1 6 2 PROJECT Numeric 6 7 12 3 ITEM Character 12 13 24 4 DESC Character 30 25 54 5 QTY Numeric 7 55 61 6 PRICE Numeric 10 2 62 71 7 COST Numeric 10 2 72 81 8 TAXABLE Logical 1 82 82 9 DATE Date 8 83 90 10 CLASS Character 3 91 93 11 NS Logical 1 94 94 12 TI Logical 1 95 95 13 CUSTOMER Numeric 6 96 101 14 POSTDATE Date 8 102 109 15 TRANSACT Character 12 110 121 ───── Total 122 Database -> ARJ.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 JOURNAL Numeric 6 1 6 ───── Total 7 Database -> CUSTMEMO.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 CUSTOMER Numeric 6 1 6 2 NOTES Memo 10 7 16 ───── Total 17 DAYO TIME & BILLING TJS LAB Page: 176 Database -> CUSTOMER.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 CUSTOMER Numeric 6 1 6 2 NAME Character 30 7 36 3 ATTN Character 30 37 66 4 ADDR1 Character 30 67 96 5 ADDR2 Character 30 97 126 6 CITY Character 22 127 148 7 STATE Character 2 149 150 8 ZIP Character 10 151 160 9 SHIPNAME Character 30 161 190 10 SHIPADDR1 Character 30 191 220 11 SHIPADDR2 Character 30 221 250 12 SHIPCITY Character 22 251 272 13 SHIPSTATE Character 2 273 274 14 SHIPZIP Character 10 275 284 15 PHONE Character 14 285 298 16 SALESPER Character 3 299 301 17 RATE Numeric 10 3 302 311 18 TAXRATE Numeric 6 4 312 317 19 TERMS Character 20 318 337 20 SHIPPER Character 20 338 357 21 DATE Date 8 358 365 22 LASTDATE Date 8 366 373 23 TYPE Character 3 374 376 24 CLASS Character 3 377 379 25 PBM Numeric 6 3 380 385 26 PBL Numeric 6 3 386 391 27 SALESPTD Numeric 10 2 392 401 28 SALESYTD Numeric 10 2 402 411 29 DUE Numeric 10 2 412 421 30 PAID_PURC Numeric 10 2 422 431 31 LIMIT Numeric 10 2 432 441 32 ACTIVE Logical 1 442 442 33 TAXCODE Character 3 443 445 ───── Total 446 DAYO TIME & BILLING TJS LAB Page: 177 Database -> DETAIL.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 INVOICE Numeric 6 1 6 2 PROJECT Numeric 6 7 12 3 ITEM Character 12 13 24 4 DESC Character 30 25 54 5 QTY Numeric 9 3 55 63 6 PRICE Numeric 10 2 64 73 7 COST Numeric 10 2 74 83 8 TAXABLE Logical 1 84 84 9 DATE Date 8 85 92 10 CUSTOMER Numeric 6 93 98 11 CLASS Character 3 99 101 12 NS Logical 1 102 102 13 TI Logical 1 103 103 ───── Total 104 Database -> INV.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 ITEM Character 12 1 12 2 DESC Character 30 13 42 3 ONHAND Numeric 7 43 49 4 TI Logical 1 50 50 5 UNIT Character 3 51 53 6 NS Logical 1 54 54 7 SOLDYTD Numeric 7 55 61 8 SOLDPTD Numeric 7 62 68 9 PRICE Numeric 10 2 69 78 10 COST Numeric 10 2 79 88 11 AVGCOST Numeric 10 2 89 98 12 REALCOST Numeric 10 2 99 108 13 RETAIL Numeric 10 2 109 118 14 ALLOCATED Numeric 7 119 125 15 ONORDER Numeric 7 126 132 16 BO Numeric 7 133 139 17 VENDITEM Character 12 140 151 18 VENDOR Character 10 152 161 19 DATE Date 8 162 169 20 LASTDATE Date 8 170 177 21 STOCKLEVEL Numeric 7 178 184 22 TYPE Character 3 185 187 23 CLASS Character 3 188 190 24 TAXABLE Logical 1 191 191 25 SERIALNO Logical 1 192 192 26 WEIGHT Numeric 8 2 193 200 27 LOCATION Character 3 201 203 ───── Total 204 DAYO TIME & BILLING TJS LAB Page: 178 Database -> INVOICE.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 INVOICE Numeric 6 1 6 2 PROJECT Numeric 6 7 12 3 CUSTOMER Numeric 6 13 18 4 SHIPNAME Character 30 19 48 5 SHIPADDR1 Character 30 49 78 6 SHIPADDR2 Character 30 79 108 7 SHIPCITY Character 17 109 125 8 SHIPSTATE Character 2 126 127 9 SHIPZIP Character 10 128 137 10 PHONE Character 14 138 151 11 TYPE Character 3 152 154 12 TERMS Character 20 155 174 13 TERMS2 Character 20 175 194 14 AMOUNT2 Numeric 10 2 195 204 15 SHIPPER Character 20 205 224 16 PROMISED Date 8 225 232 17 DATE Date 8 233 240 18 TIME Character 8 241 248 19 REG Character 3 249 251 20 BY Character 30 252 281 21 SALESPER Character 3 282 284 22 CUST_PO Character 15 285 299 23 SC Logical 1 300 300 24 BO Numeric 6 301 306 25 TAXRATE Numeric 6 4 307 312 26 TAXES Numeric 10 2 313 322 27 ADJUST Numeric 10 2 323 332 28 FREIGHT Numeric 10 2 333 342 29 SUBTOTAL Numeric 10 2 343 352 30 OPEN Logical 1 353 353 31 PRINTED Logical 1 354 354 32 PAID Numeric 10 2 355 364 33 DISCOUNT Numeric 10 2 365 374 34 CLASS Character 3 375 377 35 COMMENT Character 50 378 427 ───── Total 428 DAYO TIME & BILLING TJS LAB Page: 179 Database -> INVADJ.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 ITEM Character 12 1 12 2 VENDITEM Character 12 13 24 3 QTY Numeric 7 25 31 4 COST Numeric 10 2 32 41 5 PRICE Numeric 10 2 42 51 6 RETAIL Numeric 10 2 52 61 7 DOLLARS Numeric 10 2 62 71 8 REASON Character 30 72 101 9 LOC Character 10 102 111 10 CLASS Character 3 112 114 11 TRANSACT Character 12 115 126 12 BY Character 30 127 156 13 DATE Date 8 157 164 ───── Total 165 Database -> PB.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 CUSTOMER Numeric 6 1 6 2 ITEM Character 12 7 18 3 PRICE Numeric 10 2 19 28 ───── Total 29 Database -> PROJECTS.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 PROJECT Numeric 6 1 6 2 CUSTOMER Numeric 6 7 12 3 DESC Character 30 13 42 4 NOTES Memo 10 43 52 5 RATE Numeric 10 3 53 62 6 AMOUNT Numeric 10 2 63 72 7 DATE Date 8 73 80 8 LASTDATE Date 8 81 88 ───── Total 89 DAYO TIME & BILLING TJS LAB Page: 180 Database -> RECEIPTS.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 JOURNAL Numeric 6 1 6 2 INVOICE Numeric 6 7 12 3 PROJECT Numeric 6 13 18 4 CUSTOMER Numeric 6 19 24 5 AMOUNT Numeric 10 2 25 34 6 CHECKNO Character 12 35 46 7 TYPE Character 3 47 49 8 DATE Date 8 50 57 9 BY Character 5 58 62 10 APPLIED Numeric 10 2 63 72 11 CLASS Character 3 73 75 ───── Total 76 Database -> SALESPER.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 SALESPER Character 3 1 3 2 NAME Character 30 4 33 3 ADDR1 Character 30 34 63 4 ADDR2 Character 30 64 93 5 CITY Character 22 94 115 6 STATE Character 2 116 117 7 ZIP Character 10 118 127 8 PHONE Character 14 128 141 9 DATE Date 8 142 149 10 LASTDATE Date 8 150 157 11 RATE Numeric 10 3 158 167 12 TYPE Character 3 168 170 13 SALESPTD Numeric 10 2 171 180 14 SALESYTD Numeric 10 2 181 190 ───── Total 191 Database -> SHIPPER.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 SHIPPER Character 20 1 20 ───── Total 21 DAYO TIME & BILLING TJS LAB Page: 181 Database -> SHIPTOS.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 CUSTOMER Numeric 6 1 6 2 SHIPNAME Character 30 7 36 3 SHIPADDR1 Character 30 37 66 4 SHIPADDR2 Character 30 67 96 5 SHIPCITY Character 22 97 118 6 SHIPSTATE Character 2 119 120 7 SHIPZIP Character 10 121 130 8 PHONE Character 14 131 144 9 SALESPER Character 3 145 147 10 RATE Numeric 10 3 148 157 11 TAXRATE Numeric 6 4 158 163 12 TERMS Character 20 164 183 13 SHIPPER Character 20 184 203 14 TYPE Character 3 204 206 15 CLASS Character 3 207 209 16 DATE Date 8 210 217 ───── Total 218 Database -> TAXCODE.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 TAXCODE Character 1 1 1 2 TAXRATE Numeric 6 4 2 7 ───── Total 8 Database -> TERMS.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 TERMS Character 20 1 20 ───── Total 21 Database -> TYPE.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 TYPE Character 3 1 3 2 DESC Character 30 4 33 ───── Total 34 DAYO TIME & BILLING TJS LAB Page: 182 Database -> WAREHOUS.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 ITEM Character 12 1 12 2 LOC1 Numeric 7 13 19 3 SLLOC1 Numeric 7 20 26 4 LOC2 Numeric 7 27 33 5 SLLOC2 Numeric 7 34 40 6 LOC3 Numeric 7 41 47 7 SLLOC3 Numeric 7 48 54 8 LOC4 Numeric 7 55 61 9 SLLOC4 Numeric 7 62 68 10 LOC5 Numeric 7 69 75 11 SLLOC5 Numeric 7 76 82 12 LOC6 Numeric 7 83 89 13 SLLOC6 Numeric 7 90 96 14 LOC7 Numeric 7 97 103 15 SLLOC7 Numeric 7 104 110 ───── Total 111 Database -> WARENAME.DBF Field Field name Type Width Dec Start End ───── ────────── ───────── ───── ─── ───── ─── 1 LOC Character 10 1 10 2 NAME Character 30 11 40 3 COMMENTS Character 40 41 80 ───── Total 81 DAYO TIME & BILLING TJS LAB Page: 183 ■ DATA DICTIONARY Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── ACTIVE L 1 0 CUSTOMER.DBF Active status of customer/client ADDR1 C 30 0 CUSTOMER.DBF Line 1 of address SALESPER.DBF " ADDR2 C 30 0 CUSTOMER.DBF Line 2 of address SALESPER.DBF " ADJUST N 10 2 INVOICE.DBF Adjustment/handling amount ARH.DBF " ALLOCATED N 7 0 INV.DBF Quantity allocated (not used) AMOUNT N 10 2 PROJECTS.DBF Total amount charged for project APPLIED.DBF Amount applied to a specific invoice RECEIPTS.DBF Amount of a cash receipt (check) AMOUNT2 N 10 2 INVOICE.DBF Amount credited to a second terms APPLIED N 10 2 RECEIPTS.DBF Total amount of the cash receipt that has been applied to invoices ATTN C 30 0 CUSTOMER.DBF Attention, point of contact name AVGCOST N 10 2 INV.DBF Average cost BO N 6 0 ARH.DBF Customer/Client BackOrdered INVOICE.DBF quantity BO N 7 0 INV.DBF " BY C 30 0 INVADJ.DBF User name/initials INVOICE.DBF " BY C 5 0 RECEIPTS.DBF " BY C 30 0 ARH.DBF " CHECKNO C 12 0 RECEIPTS.DBF Cash receipts check number CITY C 22 0 SALESPER.DBF City address CUSTOMER.DBF " CLASS C 3 0 CUSTOMER.DBF Class code used in posting and INVOICE.DBF reporting DETAIL.DBF " ARD.DBF " INV.DBF " ARH.DBF " SHIPTOS.DBF " RECEIPTS.DBF " INVADJ.DBF " COMMENT C 50 0 INVOICE.DBF Comment/notes line to be printed ARH.DBF onto the invoice COMMENTS C 40 0 WARENAME.DBF Comments about a specific warehouse COST N 10 2 DETAIL.DBF Cost (your purchase price) of an INV.DBF item INVADJ.DBF " ARD.DBF " DAYO TIME & BILLING TJS LAB Page: 184 Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── CUSTOMER N 6 0 SHIPTOS.DBF Customer/client number CUSTOMER.DBF " CUSTMEMO.DBF " PB.DBF " DETAIL.DBF " ARD.DBF " INVOICE.DBF " PROJECTS.DBF " ARH.DBF " RECEIPTS.DBF " CUST_PO C 15 0 ARH.DBF Customer/client purchase order INVOICE.DBF number DATE D 8 0 CUSTOMER.DBF Date record was created INV.DBF " INVOICE.DBF " RECEIPTS.DBF " SHIPTOS.DBF " PROJECTS.DBF " DETAIL.DBF " ARD.DBF " APPLIED.DBF " INVADJ.DBF " SALESPER.DBF " ARH.DBF " DESC C 30 0 TYPE.DBF Description ARD.DBF " PROJECTS.DBF " INV.DBF " DETAIL.DBF " DISCOUNT N 10 2 INVOICE.DBF Discount to be taken off invoice ARH.DBF total (sometimes used as an adjustment) DOLLARS N 10 2 INVADJ.DBF Inventory adjustments dollar variance DUE N 10 2 CUSTOMER.DBF Total amount due (receivables) FREIGHT N 10 2 INVOICE.DBF Freight charge ARH.DBF " INVOICE N 6 0 ARH.DBF Invoice number APPLIED.DBF " RECEIPTS.DBF " ARD.DBF " INVOICE.DBF " DETAIL.DBF " ITEM C 12 0 INV.DBF Item/Part/Product number PB.DBF " INVADJ.DBF " DETAIL.DBF " ARD.DBF " WAREHOUS.DBF " DAYO TIME & BILLING TJS LAB Page: 185 Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── JOURNAL N 6 0 APPLIED.DBF Journal number (control number) ARJ.DBF " RECEIPTS.DBF " LASTDATE D 8 0 INV.DBF Date of last access CUSTOMER.DBF " SALESPER.DBF " PROJECTS.DBF " LIMIT N 10 2 CUSTOMER.DBF Credit limit LOC C 10 0 INVADJ.DBF Location/warehouse WARENAME.DBF " LOC1 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC2 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC3 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC4 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC5 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC6 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOC7 N 7 0 WAREHOUS.DBF Warehouse #1 quantity LOCATION C 3 0 INV.DBF Bin/shelf location NAME C 30 0 CUSTOMER.DBF Customer name WARENAME.DBF Warehouse name SALESPER.DBF Sales person's name NOTES M 10 0 PROJECTS.DBF Project/case/job notes CUSTMEMO.DBF " NS L 1 0 DETAIL.DBF NonStandard item/part number ARD.DBF " INV.DBF " ONHAND N 7 0 INV.DBF Quantity onhand in main warehouse ONORDER N 7 0 INV.DBF Quantity onorder (your purchase orders) OPEN L 1 0 ARH.DBF Flag to denote invoice as being INVOICE.DBF opened or closed PAID N 10 2 INVOICE.DBF Amount collect from the customer/ ARH.DBF client PAID_PURC N 10 2 CUSTOMER.DBF Total amount collected for purchases PBL N 6 3 CUSTOMER.DBF Price Book List discount value PBM N 6 3 CUSTOMER.DBF Price Book Margin discount value PHONE C 14 0 SALESPER.DBF Telephone of sales person CUSTOMER.DBF Telephone of customer/client ARH.DBF " INVOICE.DBF " SHIPTOS.DBF " POSTDATE D 8 0 ARD.DBF Date posted to AR detail records ARH.DBF Date posted to AR header records PRICE N 10 2 DETAIL.DBF Price items sold at INVADJ.DBF " PB.DBF " ARD.DBF " INV.DBF " DAYO TIME & BILLING TJS LAB Page: 186 Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── PRINTED L 1 0 ARH.DBF Flag to show if invoice has printed INVOICE.DBF yet (.T. means an invoice has been printed) PROJECT N 6 0 APPLIED.DBF Project/Case/Job number assigned by ARH.DBF the computer DETAIL.DBF " ARD.DBF " PROJECTS.DBF " RECEIPTS.DBF " INVOICE.DBF " PROMISED D 8 0 INVOICE.DBF Date goods were promised to be delivered to the customer QTY N 9 3 DETAIL.DBF Quantity sold ARD.DBF " INVADJ.DBF Adjustment quantity RATE N 10 3 PROJECTS.DBF Rate charge for services CUSTOMER.DBF Default rate charged for this SHIPTOS.DBF customer SALESPER.DBF Not Used... REALCOST N 10 2 INV.DBF Real cost (includes freight) REASON C 30 0 INVADJ.DBF Reason for inventory adjustment REG C 3 0 ARH.DBF Register used to make an invoice INVOICE.DBF " RETAIL N 10 2 INVADJ.DBF Retail/List price of an item INV.DBF " SALESPER C 3 0 INVOICE.DBF Sales Person/Rep code ARH.DBF " CUSTOMER.DBF " SALESPER.DBF " SHIPTOS.DBF " SALESPTD N 10 2 SALESPER.DBF Sales period to date CUSTOMER.DBF " SALESYTD N 10 2 SALESPER.DBF Sales year to date CUSTOMER.DBF " SC L 1 0 ARH.DBF Ship complete flag INVOICE.DBF " SERIALNO L 1 0 INV.DBF Flag to show that an item has a serial number, and that it should be recorded at time of invoicing SHIPADDR1 C 30 0 SHIPTOS.DBF Line 1 of Ship To address ARH.DBF " CUSTOMER.DBF " INVOICE.DBF " SHIPADDR2 C 30 0 ARH.DBF Line 2 of Ship To address INVOICE.DBF " SHIPTOS.DBF " CUSTOMER.DBF " SHIPCITY C 22 0 SHIPTOS.DBF Ship To City DAYO TIME & BILLING TJS LAB Page: 187 Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── SHIPCITY C 17 0 INVOICE.DBF " ARH.DBF " SHIPCITY C 22 0 CUSTOMER.DBF " SHIPNAME C 30 0 INVOICE.DBF Ship To Name SHIPTOS.DBF " ARH.DBF " CUSTOMER.DBF " SHIPPER C 20 0 SHIPPER.DBF Shipper/method of shipment ARH.DBF " CUSTOMER.DBF " SHIPTOS.DBF " INVOICE.DBF " SHIPSTATE C 2 0 SHIPTOS.DBF Ship To State INVOICE.DBF " CUSTOMER.DBF " ARH.DBF " SHIPZIP C 10 0 CUSTOMER.DBF Ship To Zipcode ARH.DBF " SHIPTOS.DBF " INVOICE.DBF " SLLOC1 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #1 SLLOC2 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #2 SLLOC3 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #3 SLLOC4 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #4 SLLOC5 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #5 SLLOC6 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #6 SLLOC7 N 7 0 WAREHOUS.DBF Stock Level for Warehouse #7 SOLDPTD N 7 0 INV.DBF Quantity sold period to date SOLDYTD N 7 0 INV.DBF Quantity sold year to date STATE C 2 0 CUSTOMER.DBF Customer/Client state address SALESPER.DBF " STOCKLEVEL N 7 0 INV.DBF Main inventory stocklevel SUBTOTAL N 10 2 INVOICE.DBF Invoice subtotal of detail line ARH.DBF items TAXABLE L 1 0 INV.DBF Flag to show if an item is taxable DETAIL.DBF " ARD.DBF " TAXCODE C 3 0 CUSTOMER.DBF Taxcode used in reports ARH.DBF " TAXCODE C 1 0 TAXCODE.DBF Taxcode relating to a specific taxrate TAXES N 10 2 ARH.DBF Total taxes collected for an INVOICE.DBF invoice TAXRATE N 6 4 INVOICE.DBF Taxrate of an invoice ARH.DBF " SHIPTOS.DBF Taxrate to be charge for a particular Ship To Customer/Client TAXCODE.DBF Taxrate of a taxcode CUSTOMER.DBF Default customer/client taxrate DAYO TIME & BILLING TJS LAB Page: 188 Field Name Type Len Dec Database Description/Comments ──────────── ──── ─── ─── ──────────── ────────────────────────────────── TERMS C 20 0 INVOICE.DBF Invoice terms code, ie: CASH, ARH.DBF CHECK, NET 10, NET 30, COD, ... TERMS.DBF " CUSTOMER.DBF Default terms code SHIPTOS.DBF " TERMS2 C 20 0 INVOICE.DBF " TI L 1 0 ARD.DBF Flag to show that an item record is INV.DBF a TIME/service item DETAIL.DBF " TIME C 8 0 ARH.DBF Time record was created INVOICE.DBF " TRANSACT C 12 0 INVADJ.DBF GL transaction number placed in ARH.DBF file at time of GL posting ARD.DBF " TYPE C 3 0 CUSTOMER.DBF Customer default invoice type SHIPTOS.DBF defaults to 'REG' for REGULAR RECEIPTS.DBF Type of cash receipt - user defined SALESPER.DBF Type of Sales Person - user defined INV.DBF Inventory type - user defined INVOICE.DBF Invoice type, ie: REG, VOD, Ret, ARH.DBF Ref, DIR, ... TYPE.DBF Type codes table UNIT C 3 0 INV.DBF Unit of issue, ie: HR, EA, BOX, ... VENDITEM C 12 0 INVADJ.DBF Vendor's number for your item INV.DBF " VENDOR C 10 0 INV.DBF Vendor code WEIGHT N 8 2 INV.DBF Weight of an item - user sets measurement standards (lbs or kilo) ZIP C 10 0 SALESPER.DBF Zipcode CUSTOMER.DBF " DAYO TIME & BILLING TJS LAB Page: 189 ■ DAYO POS MAINTENANCE & QUIRKS - After using DAYO Time & Billing for a any period of time, you will need to 'clean out' deleted records from your many databases. This task can be accomplished with the DAYO End of Period program (DAYO EOP), but if you are not using it, then you will have to use the MISC ROUTINES to individually PACK the databases. This task is often called the 'End of Month' (EOM), or 'End of Period' (EOP) purge. The period may be daily, weekly, monthly, quarterly, or yearly. Deleted records should remain in their respected databases until this time to allow for organized record keeping. At this time, reports covering the period could be printed as well as backups of the databases being made. The backup is especially important since you will be permanently removing the records with the PACK option in the MISC routines. - At EOM/EOP time, the SOLDPTD field in the inventory database (INV.DBF), the SALESPTD field in the customer and sales persons database (CUSTOMER.DBF & SALESPER.DBF), should be set to zero. Note that these field are maintained/ adjusted by the use of the Inventory Adjustments option in the inventory browse screen, and by invoicing. - On occasion (maybe an under statement), index files will get corrupted, especially on networks. To 'fix' a corrupted index requires that everyone 'get out of' the DAYO databases, and then perform a reindexing (actually a recreation of the indexes). The reindex is accomplished by running the DAYO Time & Billing program with a parameter of 'INDEX' (or by using the DAYO Index module). ie: C:\>DAYOT INDEX - If you are on a multiuser network, you must 'flag' (change file attributes) of all files to make them sharable, readable and writable. Note that the command/program 'flag' may be called by a different name on your network. ie: E:\>FLAG *.NTX SRW or just to be safe, go ahead and flag all files in the DAYO directory: E:\>FLAG *.* SRW - Indexes are recreated once every day. This is automatically performed by the first user to run DAYO Time & Billing. This process will take more time as your files get larger. This process should take place daily, but you can run it at night with a batch file that waits until after midnight (ie: DAYO Clock), or a with most scheduling programs. All other users and computers must be 'out of' the databases, or the procedure will not occur properly (it will CRASH). Remember to 'flag' the files sharable, readable and writable after ANY index/reindex! DAYO TIME & BILLING TJS LAB Page: 190 - Backups of your data and configuration files should take place daily! You have no doubt heard many scare stories. They are all true! The key files that need to be backed up all have the extension of .DBF, and .CFG. The .DBF files are your databases. The .CFG file(s) contain your configuration information (as seen in the Configuration module). - If you are on a network, it is NOT recommended that you use dBase III+ with the databases. It may write an end of file marker not always recognized by DAYO. Appending additional records to the database after this point often leads/creates a 'bad record' in the database. - If you must use dBase (tm) with DAYO Time & Billing, and you are on a PC based network/LAN, be sure to SET EXCLUSIVE OFF before you open ANY databases. This will allow the opened databases to be shared, and more importantly, prevent a user (or all users!) from 'crashing'! DAYO TIME & BILLING TJS LAB Page: 191 ■ TJS 'Computer' LAB TJS LAB is an association of programmers and technicians that produce customized, multiuser software for the PC based network (ie: Novell and others). Our specialties include Inventory Control, PC Communications/EDI, Management, Reports (standard and graphic), Data Conversions, and Accounting (A/R, A/P). A unique feature of TJS LAB is that our software is by default, multiuser. 'Standalone' applications are the exception! All our applications are written in Clipper, Basic, or C (preferably Basic or Clipper). We will license all our application source codes. We produce applications that work, are easy to use, and are inexpensive! Want a change? Want an enhancement! Want a completely new product/application? Want to make your idea a reality? Custom/contract programming, by TJS LAB, and our associates is available. Standard rate is $50.00 per hour (our sites). Guaranteed quality and timely work is our number one policy. We make program enhancements/changes/fixes at our location(s), but can/do make 'house calls' via special software and a modem. Write us at: TJS LAB PO Box 585366 Orlando, Florida 32858-5366 Or call us (8:00 am - 5:00 pm): (407) 291-3960 * Note that TJS LAB, nor any of the associates accept/take any support calls for unregistered products.