Rice-lake TransAct 2.0 User Manual Page 100
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Reporting
10.0 Reporting
Use the Reporting… section to view, edit, reprint, or delete stored transaction
tickets, and create daily, weekly, and monthly reports based on selected
criteria.
10.1 Quick Scan
The Quick Scan command provides a quick way to view, edit and delete
transaction ticket information. Quick Scan allows you to query transactions
based on categories and customer accounts for a specified date range.
To run a query, click Reporting… from the menu bar and select Quick Scan
to access the Selection Criteria window (below).
Selection Criteria Table
If you know the ticket number, enter the number in the Select Ticket
Number box. Click Scan to view the transaction.
To find a transaction or group of transactions, select a date range for the
search and any other applicable criteria. To select a date, use the Tab key
to select (highlight) the box and enter the date using the keyboard (you do
not need to type the slashes), click the Calendar button to the right of the
date boxes. Click the arrows on either side of the month and year to select
a different month or year. Click on the day of the month the query should
start or finish. Click OK to close the calendar window and display the
selected date. Note: Click Cancel to return to the Transaction Scan window
- TransAct 2.0 1
- Overview 2
- 1.1 Menu Structure Diagram 3
- 2.1 Installation 4
- Installation 5
- 2.2 Customizing TransAct 7
- Windows 3.1 Windows 95 8
- End User Agreement Dialog Box 8
- 3.2.1 Quitting TransAct 10
- 4.0 Function Button Table 11
- 5.0 Calendar Button 12
- 6.0 Logins and Passwords 13
- 6.1.1 Login Name 14
- 6.1.2 Password 14
- 6.1.3 Security Level 14
- Level 0—Guest level 15
- Level 1—Operator Level 15
- Level 2—Supervisor Level 15
- Level 3—Administrator Level 15
- 6.2 Password Verification 16
- 6.4 Operator Login Directions 17
- 6.3 Viewing Valid User List 17
- Serial # TR0006 Version 2.0 18
- Copyright © 1998 18
- All rights reserved 18
- 7.1.2 Ticket Type 20
- Accounting Info (Plus Only) 22
- 7.1.4 Hotlinked Buttons 22
- Truck… (Tare 1) 23
- Truck Number 24
- Tare Weight 24
- Expiration Date 24
- Maximum Legal Weight 24
- Badge Number 25
- Weigh Only 25
- Container Number 26
- 7.2 Job Table (Plus Only) 27
- 7.3 Permits (Plus Only) 30
- 7.4 Categories 32
- 7.5 Utilities 34
- 7.5.2 Restore Backup 36
- 7.5.3 Archive Transactions 38
- Creating an Archive 38
- Backup Warning 39
- 7.5.4 Restore Archive 40
- 7.6.1 Import Data 45
- 7.6.2 Export Data 46
- 7.7 Preferences 49
- Set Scale Port Parameters 50
- 7.7.3 Dual Scales 51
- 7.7.4 Ticket Printer Port 53
- 7.7.5 Data Terminal Port 55
- 7.7.6 Tickets 56
- 7.7.7 Note Headings 57
- Serial #TR0006 Version 2.0 58
- Copyright © 1998 58
- 8.0 Weigh 59
- 8.1.3 Display Window 60
- List Order 61
- 8.1.4 Print Weight Button 61
- 8.1.5 Options Button 61
- Scale Properties 62
- Adjustments 62
- Charge Rounding Properties 63
- Badge Reader Properties 64
- Ticket Format File 64
- Default Material Direction 64
- Multiple Ticket Items 64
- Returning to the Weigh Form 65
- 8.1.6 Update Tares Button 65
- Adding a New Truck Tare 66
- Add or Update Tares 67
- 8.2.1 Weigh In 68
- 8.2.2 Weigh Out 70
- Transaction Detail Window 71
- Multiple Items Per Ticket 74
- (see Section 8.4) 74
- 8.4 Multiple Items Per Ticket 77
- 8.4.1 Reopen an Old Ticket 81
- 8.5 Axle Weighing 83
- 9.0 Accounting 84
- Fixed Charge 85
- Monthly Finance Charge 85
- Rate Name Assignment 85
- Tax Setup 86
- 9.3 Minimum Charges 87
- 9.4 Measured Rates 88
- Accounting 89
- 9.4.3 Rate Table 2 and 3 90
- 9.6 Statements (Plus Only) 92
- Statement Options Window 93
- 9.7 Payments (Plus Only) 97
- Single-Item Payment 98
- Multi-Line Item Payment 98
- 9.7.2 Applying a Credit 99
- 10.0 Reporting 100
- Reporting 101
- 10.2 Reports 104
- Report Type 105
- Major Sort Order 105
- Minor Sort Order 105
- Print Options 106
- General Report Options 106
- 11.0 Attended vs. Unattended 107
- 12.0 Appendix 108
- Appendix 109
- 12.2.1 [TransAct] Directory 112
- 12.2.3 [Ticket Notes] 112
- 12.2.4 [Weigh Options] 113
- 12.2.5 [Tares] 113
- 12.2.7 [Category 1-4] 114
- 12.2.6 [Rates] 114
- Example 2: Adding Categories 115
- 115 Appendix 116
- 12.2.8 [Indicator Types] 117
- 12.2.9 [Scale Settings] 117
- 12.2.10 [Printer Settings] 118
- 12.2.12 [Reports] 118
- Default.gtk Sample Ticket 120
- 12.4.1 Printer Command Field 121
- 12.4.2 Column Positioning 122
- 12.4.3 Static Text Fields 122
- 12.2.4 Database Fields 122
- 12.4.5 Flag Fields 127
- 12.5 Networking TransAct 128
- 12.5.1 Moving TransAct 129
- 12.5.3 Error Messages 130
- 12.5.4 Transaction Numbers 131
- 12.5.5 Network Down Time 131
- [TransAct] 132
- LIMITED WARRANTY 139
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