Rice-lake TransAct 2.0 User Manual

Scale Data Management ProgramInstallation &Operation Guide44476TransAct 2.0

9Installationsample data into your database. Note: See Section 12.1 for the TransActUninstall/Reinstall procedures.Click OK to continue. The TransAct

99Reporting10.0 ReportingUse the Reporting… section to view, edit, reprint, or delete stored transactiontickets, and create daily, weekly, and monthly

100Reporting10.1.1 Editing Scanned TransactionsClick on a transaction from the list then click Show Detail to view detailsfrom any transaction.The Tra

101ReportingThe following function keys are available:Click to delete a transaction.Click to lock the transaction and not allow editing.Click to print

102ReportingClick to show detailed information about the selectedtransaction, including weight, volume and unit counts. Note:This button is not availa

103Reporting Click to return to the Selection Criteria table. Click to print the Transaction or Totals list.Click to delete a selected transaction.Cli

104ReportingUse the Report Options table to select the type of report to generate, howthe report is organized, the detail level and date range of the

105ReportingThe Minor Sort Order functions the same as Major Sort Orderprevious page. Again, other fields will become available dependingon the item s

106ReportingIt is possible that the sum of unpaid transactions in the above four agebrackets will not equal the current account balance. This can be d

107Reporting12.0 Appendix12.1 Uninstall/Reinstall12.1.1 Uninstall and Delete the DatabaseDuring installation, TransAct adds an Uninstall icon to your

108AppendixChoose a secure location outside of the c:\transact directory (preferably ona removable floppy disk) and click Backup.When the backup is fi

10Function ButtonsReview the repaired database. If the database is not correct, you may wantto restore your last backup. See Section 7.5.2 for restore

109 Appendix12.1.4 Reinstall with an Empty DatabaseIf you have used the Uninstall program to remove fictitious customeraccounts from the sample databa

110AppendixOpening the transact.ini file in NotepadNote: Each section of the .ini file is headed by a title surrounded by[brackets]. Do not change a

111 Appendix12.2.1 [TransAct] DirectoryThe [TransAct] section contains the path to the directory where TransActis installed. If there is a problem run

112Appendixwhen you click the Notes… button in the Weigh form.12.2.4 [Weigh Options]Use the [Weigh Options] section to change the default Unit of Meas

113 AppendixEnter the category number corresponding to the category after the equalsign.[Rates]Measured Rates= 4Minimum Charges= 412.2.7 [Category 1-4

114AppendixThe category name is displayed in the Title section. To activate maincategory 2, enter the new category name you would like directly afterT

115 Appendixinstalled, you need an additional category called Area. You can configureup to two additional categories, but we’ll only use one for this

116Appendixyou would like it to appear in the program. Do not leave any spaces.[Category 2]Title=RefuseSubCat1=SubCat1Title=LocationSubCat2=SubCat2Tit

117 AppendixIndicator Type, Connector, Baud Rate, Flow, Parity, and Stop Bits. Clickthe Test button at the bottom of the window to view the data the c

118AppendixTo change one of the standard reports, use Crystal Reports for Visual BasicVersion 2.0. When saving the modified report, select Save As fro

11Calendar5.0 Calendar ButtonSeveral TransAct dialog boxes offer the Calendar button as an optionfor date entries. Click the Calendar button to acce

119 AppendixA sample default ticket format isshown at right.If you would like your printedtickets to appear differently, youcan create and save format

120Appendixthe TransAct menu bar to set up the printer.When creating a ticket, these following field types are available:• Static Text• Database• Flag

121 Appendixpitch for an Okidata ML320. See your printer’s user’s guide for a list of validprinter commands.12.4.2 Column PositioningInsert the COLnn

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126AppendixA user-defined static text field can be associated with each of theseconditions. A flag field is enclosed in braces ({ }). The example belo

127 Appendix12.5 Networking TransActYou can place the TransAct database and reports on a shared network formultiple user access. Install TransAct on e

128Appendix12.5.1 Moving TransActUse steps 1, 2, 4, 5, 8, and 9 (marked with *) from Section 12.5 to move theTransAct database and reports from a stan

12Logins and Passwords6.0 Logins and PasswordsThe first time you open TransAct, you operate at the administrator level andcan set up logins, passwords

129 Appendixlocal copy of the database whenever you change the database, i.e. customerinformation, rates, job table, etc. Use the TransAct backup util

130AppendixError 3167: Another user has deleted the record to which you are moving.Click OK to clear the message and continue. To avoid getting this m

131 AppendixQuit TransAct and edit the c:\windows\transact.ini file. Remove the REM(space) from the front of the following line to restore the network

132AppendixNote: When importing transactions, do not select any criteria. Go directly toImporting.When you have imported transactions into the network

133 AppendixSelect where to store the file, the name of the file, and the export definitionfile to use.More than likely, each computer will have a dif

134AppendixQuit TransAct and edit the c:\windows\transact.ini file. Remove the REM(space) from in front of the following line to restore the network c

135 AppendixRestart TransAct. Check to make sure you are using the network databaseby checking the ticket number or use Quick Scan. To restore the dat

136AppendixSelect the drive, file name, and export definition file to use.Quit TransAct and edit the c:\windows\transact.ini file. Delete the REM(spac

137 Appendixentered the current ticket number correctly, the ticket numbers should stillmatch after you have imported the data.Note: Remember, importi

138Appendix13.0 TRANSACT License AgreementThis is a legal Agreement between you (either an individual or an entity) andRice Lake Weighing Systems. If

13Logins and PasswordsLogin User TableIf the User Table does not appear automatically, you can manually call upthe User Table by clicking the Login… i

139 Appendixhardware accompanying the SOFTWARE will be free from defects inmaterials and workmanship under normal use and service for a period of one(

140Appendix14.0 Software Programming Support ServiceAs a new support program for valued customers, Rice Lake WeighingSystems now offers field software

14Logins and PasswordsSecurity LevelsUse the mouse to click on the desired security level for the user. TransActprovides four levels of security.Level

15Logins and Passwords6.1.4 Real NameType in the user’s first and last name. This field helps the administratoridentify the logins in the future.Click

16Logins and PasswordsList of Valid Logins and UsersClick on any User Name to see (and/or change) the User Table for that entry.Click Done when you ha

17Logins and PasswordsProgram Login PromptTo log in, enter the Login Name, then press Enter. Enter the Password, thenpress Enter.TransAct opens with t

18Admin7.0 Administration—Setting Up TransAct 2.0This section describes commands and submenus under the Admin… iconof the main menu toolbar.Click the

1Overview1.0 Overview and Menu StructuresKENWORTHThank you for purchasing TransAct™ 2.0 for Windows®. This program willreduce labor costs, minimize hu

19AdminCustomer Account Table: General Information7.1.1 Customer Number, Name, and AddressEvery customer account must have a Customer Number (10 digit

20Admin7.1.3 Default Categories (Hauler/Refuse)Default categories are intended to simplify weigh form processing andeliminate the need to select a mai

21AdminTransAct allows each account to use three different tare types: Truck,Container, and Pup Trailer. You can change these tare names in theTransAc

22AdminCustomer Account TableIf you mark an account as revoked, TransAct warns you during thetransaction. Note: If the scale is in Unattended mode, a

23AdminClick on the column headings to begin creating a list of trucks and tareweights. To edit an existing truck from the sample database, click on t

24AdminContainer ListBadge NumberThe number assigned to an ID badge, used to identify a customervehicle or account (10 characters maximum). The badge

25AdminThe Container / Pup Trailer Table contains the following items:Container NumberEach item must have an alphanumeric Container / Pup TrailerNumbe

26AdminClick New to set up a new Job Table.Click inside the box and enter the Job Code (alphanumeric, up to 10characters including spaces) and job Des

27AdminNote: The Category name to which the rates are attached appears as the rateheading. Examples in this section use the Category name Refuse 1.Dur

28AdminExample: The above table shows a Charge Limit of $500.00 forRefuse type MSW Commercial. The operator already billed thisaccount for $540.00 of

2InstallationAboutTransActCustomerAccountsUser LoginGuestOperatorSupervisorAdministratorJobsCategoriesTwo maincategoriesinstalledUp to 4configurableca

29Admin7.2.2 All Other Category ItemsThe category for All Other works the same as the other five category items.Total Amount, Charges, and Credits for

30AdminThe Permits window shows the information for the first permit in the permittable. If there are currently no permits, the Permit window shows a

31Admin7.4 CategoriesUse Categories to create and edit items in a category. A category groupstransactions for reporting purposes. For example, a categ

32AdminClick New to create a new category item using a blank table.The category window has a Code (4 alphanumeric characters maximum)and Description (

33AdminClick Print to print the category type list.Click Undo to undo changes before you save.Click Done to return to the Category table.Click Save to

34AdminNote: File names can be up to 8 characters long with no spaces. They cancontain letters, numbers, and special characters.The left Backup Databa

35AdminTo change back to the default file name, place the cursor in the file name boxand double click.Click Backup to begin the backup procedure.If yo

36AdminThe left window displays a list of available backups found in the defaultdrive and directory.The right window displays the default drive and di

37Admin7.5.3 Archive TransactionsArchiving is a method of removing transactions from the database andstoring them without having to delete information

38AdminBackup WarningClick Yes to automatically open the Backup window. Once the backup iscomplete, archiving continues.Click No when you do not want

3Installation2.0 Installing TransAct for WindowsTransAct for Windows requires the following hardware and software:• An IBM-compatible computer, 486-75

39AdminClick Delete to delete the selected file. To prevent mistakes, the followingwarning appears before the file is deleted: Are you sure you want t

40AdminA list of available backup files on your diskette appears in the box to the left.Click on the file(s) you wish to restore.Note: To select multi

41AdminTransactionTableTicket Number ,Number , , , ,COMMA,Account ,Number , , , ,COMMA,Truck Number ,Character , , , ,COMMA,Waste Co

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44AdminUse this window to select specific data to import.To import all data from the import file, click the Import button as soon asthe above window a

45AdminNote: The system writes nothing to the database unless it is error free.Click the OK button to clear the error message. To help determine whatm

46AdminUse this window to select specific data to export.To export all data to the export file, click the Export button as soon as thiswindow appears.

47AdminClick OK to clear the error message. To help determine what might bewrong, click the View Log button. Correct the problem with the exportdefini

48Admin7.7 Preferences7.7.1 Company DataThe Company Data window contains your company’s name, address,phone number, and site number. This information

4InstallationIn the Command Line (3.1) or Open (95) field, type a:setup or b:setupdepending on the disk drive you are using.Windows 3.1:Windows 95:Cli

49AdminSet Scale Port ParametersA direct scale interface is not required to run TransAct in demonstrationmode. If you do not interface a scale, select

50AdminIf you have correctly interfaced the scale with the computer, you will be ableto read the scale weight in the right side of the window. The cor

51AdminTransAct allows only one scale to be active at a time. Activate a scale byclicking the indicator display window in the Weigh form. The foregrou

52AdminSet Printer Port ParametersIf you are not using a ticket printer with the TransAct program, simply selectNone from the Connector list.Select th

53AdminTransAct provides several ticket printer options, including receipt printers,dot matrix printers, and laser printers. Use the arrow buttons wit

54AdminEnter text into any or all of the four Test Lines.Click Send to print the text.Click Done when testing is complete.If you send nothing to the p

55AdminThe data terminal you are interfacing with the computer should be listedunder Connector.Use the Test button to send data to the device and view

56AdminIn this example, only three Note lines appear with headings because the userdefined only three of the four lines in the Configure Ticket Note H

57Admin7.8 About TransActTo display the current TransAct version and serial number you are using,select About from the Admin… pull-down menu.The start

58Weigh8.0 WeighUse the Weigh… section of TransAct to create, complete, and store weightransactions in the database. TransAct allows you to edit these

5InstallationThe setup program looks for any previously installed versions of TransActand recommends installation to that same directory. For a first

59WeighA motion indicator in the top left corner of the display window informs youwhen the scale is in motion. You cannot continue with the transactio

60WeighList OrderList Order determines how TransAct displays tables containingdrop-down lists, such as (Customer) Account, (Open) Ticket, andCategorie

61WeighWhen List Order is By Description, select customer account286-EM Groundhog Racing, Inc., by typing only the customerdescription, EM Groundhog R

62Weighselects Print Ticket, a decision window appears. Click Add aPercent of Load Item to add the next item at 40%.Reports display the adjusted weigh

63Weighup to the next higher increment, down to the next lower increment,or to the nearest increment of the Rounding Amount.Default Material Direction

64WeighNote: Once you are in the final Transaction Detail screen, you cannot updatea tare.The table uses the descriptions you assigned to each tare fi

65WeighSelect a customer account by typing the account Code or Description in theSelect Account field, or click the single down arrow next to the Sele

66WeighSelecting an Existing Tare to UpdateClick the Add or Update (Truck, Container, or Pup Trailer) button. Theselected tare table appears, a Truck

67WeighUse the Tab key to move from field to field or click inside a field to edit.Click on the single down arrow next to Account to produce a drop do

68WeighThe Ticket Number, date and time, and Customer Account are locked fieldsestablished from the previous screen.If you selected the wrong Customer

6InstallationA final dialog box asks if you want to reboot (restart) the system.Windows 3.1Remove the disk in drive A. Click Yes to reboot your comput

69WeighWhen you create a transaction, TransAct displays the account’s defaultcategories. Click the single down arrows to list items in a category. Use

70WeighTransaction Detail WindowIf you selected an incorrect ticket, click Cancel.The total scale weight appears in the weight Out box. The net weight

71WeighClick Close Ticket and Print to print the ticket and store the transactioninformation in the TransAct database.Click Close Ticket (Don’t Print)

72WeighThe Ticket Number, date and time, and Customer Account are locked fieldsonce the transaction begins.If you selected an incorrect customer accou

73WeighExample: The customer in the preceding figure (D&D Disposal Co., Inc.)uses two tare fields, Truck and Container. The account does not use t

74WeighExample: Certain trucks used by D&D Disposal Co., Inc. willalways have a container with them. You can set up the trucksbringing containers

75WeighTare Weight Applied to Outgoing Material Leaving a SiteSelect the appropriate Bill-To Account if different from the CustomerAccount.When you se

76Weigh8.4 Multiple Items Per TicketClick Options… to enable Multiple Ticket Items. When enabled, thisfeature allows you to place items of different

77WeighClick Units until Unit Count appears. SelectMajor Household Appliances from theRefuse list. Enter 2 in the Quantity In box.Click Print Ticket.

78WeighSelect the type of Refuse, then click Store Ticket to store the opentransaction. The ticket remains open until the truck driver empties the tru

7Installation!CautionWhen you start TransAct for the first time, the following button selectionsappear.Do not delete or move the transact.ini file. If

79WeighClick Print Ticket to store the transaction. A dialog box appears with a listof options.Click Close Ticket and Print to completethe transaction

80WeighReopen a ticket when you need to add items to the transaction. If the lastitem you entered was a weight, TransAct may use the item as the Weigh

81WeighExample: Ticket #3851 contained two transaction items; before thethird item was weighed, the ticket closed. To reopen the ticketselect Reopen a

82Weigh8.4.2 Dual Scale OperationSee Section 7.7.3 for information on Dual Scale operation.8.5 Axle Weighing!WarningAxle weighing is not NTEP certifie

83Weigh9.0 AccountingUse this section to set up rate tables, create and print customer statements,and record customer payments.9.1 Defining Rates and

84AccountingNote: The table above shows a how Setup and Miscellaneous Rates appearswith a new database.Fixed ChargeIf applicable, enter a Fixed Charge

85Accountingapplication. The examples in this manual use Local Rate and StateRate as the Rate 1 and Rate 2 names. Only fields containing textappear on

86AccountingDefault Minimum Charges TableUse this table to setup default Minimum Charges by unit of measure(Pound, Yard, and Count) and direction of t

87AccountingThe middle section of the table is identical to the Default MinimumCharges table; however, note the Code and Description fields at thetop

88AccountingThe Local Rate table appears. Use this table to define system default ratesand individual category item rates.If you want the rates calcul

8Installationthe license agreement, select File | Exit to quit Write and continue withTransAct.After reading the license agreement you must choose to

89AccountingSetting Measured Rates for a Category ItemEnter the appropriate rate for each item that has a rate different from thedefault rate. Place a

90AccountingDiscounts Table (TransAct Plus version)Items displayed as light gray (i.e. Previous Balance and Current Balanceabove) cannot be edited. Cl

91AccountingDiscount Rates: Customer General InformationNote: You cannot edit the Customer General Info. window from Discounts.If you need to edit thi

92AccountingStatement Options WindowTransAct uses the date entered in the Statement To Date box as the cutoffdate for Transactions (charges, payments,

93AccountingNote: Enter the grace period in calendar days, not business days. If the graceperiod includes weekends, be certain to include those calend

94AccountingTo view the statements before printing,select Window as the InvoiceDestination.To send the statements directly to theprinter, without view

95AccountingThe Select Accounts for Statements table allows you to select whichaccounts to bill. You have three options for choosing which accounts to

96AccountingIf the statements print correctly, click Yes. When you select Yes, TransActmarks all transactions for the current billing period as having

97AccountingUse the single down arrow next to the Account box to select thecustomer account to apply the payment to, or type the customer name insi

98ReportingYou can enter credits as single-item receipts or multi-item receipts, justlike payments.Rather than an Amount Paid box, the Credit form has