Fairbanks FB3000 User Manual

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Installation / Operation

Reference Manual

InterAct Software

Table of Contents

Table of Contents 2

Trademarks 7

About Interact 8

Main Screen 10 Software Registration Screen 12

User Table 14

Account Table 16

Main Screen 16 Defaults Screen 19 Terms Screen 21 Balances Screen 23 Custom Screen 26 RSA Prompts Screen 28 Truck List Screen 30 Freight Rates Screen 32

Truck Table 34

Main Screen 34 Weight Limits Screen 37 History Screen 39 Custom Fields Screen 41

Account Options 42

Main Screen 42 Defaults Screen 44 Groups Screen 46 Trucks, etc. Screen 48

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Truck Type Screen 50 Delivery Zones Screen 52 Custom Screen 54 RSA Prompts Screen 55

Order/Job Table 57

Main Screen 57 Miscellaneous Screen 60 Ordered Item 62

Order/Job Options 65

Material Screen 66 Price Table 68

Category Table 70

Utilities 71

Backup Database 71 Restore Database 73

Backup Options 75

Import/Export Utility 77

Definition Screen 77 Text File Format Screen 81 Options Screen 83 Record Selection Screen 86 Field Editor Main Screen 88 Field Editor Specification Screen 90

SQL Update Utility 93

Company Data 96

Scale Port 97

Setup Screen 97 Test Screen 99

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Ticket/Journal Printer Port 101

Setup Screen 101 Test Screen 103

Data Terminal Port 105

Setup Screen 105 RTSA Test Screen 107 PDC Test Screen 109

Score Board Port 111

Setup Screen 111 Test Screen 113

Tickets 114

Weigh 115

Main Screen 115 Details Screen 117 Notes Screen 121 Multiple Items Screen 123 Print Ticket 125 Update Tare Screen 127

Weighing Options 129

Ticket 129 Weighing 132 Weight 134 Single Weighment 136 Truck 138 Unattended 140 Tare Weight 143 Configuration 145

Accounting Setup 147

Standard Terms Screen 147 Payment Terms 148 Price Screen 151 Added Charge Screen 153

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Minimum Charge Screen 155 Rounding Screen 156 Miscellaneous Screen 158

Taxing Authorities 159

Tax Codes 160

Prices 162

Invoices and Statements 165

Invoice Screen 165 Sample Invoice 168 Statement Screen 170 Balance Forward Statement 173 Open Item Statement 175 Balance Forward (with Ticket List) Statement 177

Invoice and Statement Options 179

Receipts and Payments 181

Receipt Screen (Receivables) 181 Credit Screen (Receivables) 184 Reverse Receipt (Receivables) 185 Reverse Credit (Receivables) 188 Payment Screen (Payables) 189 Credit Screen (Payables) 191 Reverse Payment Screen (Payables) 192 Reverse Credit Screen (Payables) 194

Receipt and Payment Options 195

Quick Scan 196

Selection Criteria Screen 196 Transaction List Screen 199 Transaction Detail Screen 201 Transaction Charges Screen 204 Transaction Notes Screen 207

Reporting 208

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Report Options 212

General Screen 212 Custom Screen 214 Batch Report Edit Screen 216

FAQ 218

Scale Indicator Configurati o n 218 Defining Categories 220 Ticket Format File (.gtk file) 222 Print Weight Ticket (prweight.gtk) 232

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Copyright © 2004. All Rights Reserved. No part of this publication may be copied without the express written permission. For information on Fairbanks Scales products and services including licensin g, product support, and sales

please contact your dealer/distributor. This manual, is sold as is, without warranty of any kind, either express or implied, respecting the contents

of this manual, including but not limited to implied warranties for the manual’s quality, performance, merchantability, or fitness for any particular purpose. Neither Fairbanks Scales nor its dealers or distributors shall be liable to the purchaser or any other person or entity with respect to any liability, loss, or damage caused or alleged to have been caused directly or indirectly by this manual.

Trademarks

All terms mentioned in this manual that are known to be trademarks or service marks have been appropriately capitalized. Fairbanks Scales cannot attest to the accuracy of this information. Use of a term in this manual should not be regarded as affecting the validity of any trademark or service mark.

Interact® is our registered trademark Windows® is a registered trademark of Microsoft Corporation. Zip™ is a trademark of Iomega® Corporation. Other product names mentioned in this manual may be trademarks or registered trademarks of

their respective companies and are hereby acknowledged.

Information in this document is current to revision 4.0.45 of the Interact software and is subject to change without notice.

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About Interact

Welcome, and thank you for purchasing the FB3000 with Interact® Inside. This program is designed to help reduce labor costs, minimize human error, and increase overall efficiency in your scale operations.

How to Get Here

Admin-->About

Standard program features include:

Automatic Ticket Processing Ticket Editing, Voiding, and Reprinting Detailed and Summary Report Generation by Criteria Selection Three User Definable Tare Weights Direct Scale Interface to One or Two Scales Direct Interface to Ticket, Tape, Dot Matrix, and Laser Printers Detailed Customer Statements (Interact Professional) Customer Payment and Itemized Payment Tracking (Interact Professional)

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This is the first screen that appears after starting Interact and will be used to identify you as a valid user of the program. If this is the first time the program has been used then you must log in as the administrator; log in name is "admin" with no password. It is strongly suggested the first thing you do is change the password to this log in.

How to Get Here

Windows Start Button-->Programs-->Interact-->Interact

Field Descriptions

Enter the log in name supplied to you by your system administrator.

Password

You may have also been given a password in addition to a log in name. Enter your password here. The characters you type will be displayed as an asterisk (*).

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Main Screen

The features in this application are enabled through either a hardware or software registration process that is administered by the Registration Key Server. The key server is continually running and resides in your system tray (lower right corner of your desktop). It supplies registration information to the truck scale application. If it quits running, the truck scale application will eventually terminate after five (5) failures to retrieve registration data.

The hardware registration process involves plugging a dongle into either a parallel or USB port on the back of your PC. The software process involves calling Fairbanks Scales for a twenty (20) character key that is entered in the Software Registration screen. The main screen shows how the program is currently registered.

How to Get Here

Admin-->Register

Field Descriptions

Today's Date

This field contains the current date.

Hardware Key

This field contains the hardware registration status. If the program detects a dongle plugged into either a parallel printer or USB port, it will display "Key found". Otherwise, it displays "Key not

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found".

Software Key

This field contains the software registration status. If the program has been software registered, this field will display the twenty (20) character software key. Otherwise, it displays "Software registration not found".

Other Status

This field currently not used.

Version

This field displays the major version of the application that has been registered.

Serial #

This is the serial number read from the hardware dongle or received from Fairbanks Scales during the software registration process.

Enable Features

This box lists all the features that have been enabled within the application.

Click this button to display the Software Registration screen.

Refresh Button

Click this button to read the hardware dongle (if present) and refresh the controls on this screen.

Ok Button

Click this button to hide this form.

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Registration

Software Registration Screen

This Registration Key Server screen is used to software register the truck scale application. Call Fairbanks Scales at the number provided on the screen and give the support analyst your hardware code along with the features you want enabled. You will receive a serial number along with a twenty (20) character software key that must be entered into the corresponding controls on this screen.

How to Get Here

Admin-->Register-->Register Button

Field Descriptions

Hardware Code

This is a code that is unique to your PC. You need to supply this code to Fairbanks Scales in order to register your software.

Serial #

The value for this field is supplied by Fairbanks Scales.

Unlock Key

This twenty (20) character code (five groups of four characters each) is also supplied by Fairbanks Scales and unlocks the features you purchased.

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Save Button

Click this button to save your registration information and return to the Main Registration screen. You must restart the truck scale application before the new registration takes effect.

Cancel Button

Click this button to ignore any new registration information and return to the Main Registration screen.

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User Table

The User Table contains all individuals that will be using the program. User log ins, password s, and security levels can be changed or added on this screen. The only information a user can change on this screen is his/her own name and password. All other data can only be changed by a user with a administrator security level.

How to Get Here

Logins-->Edit Login Accounts

Field Descriptions

An 8 character name used to identify you as a valid user of this program.

Name

The real name of the user.

Password

A log in name along with a password will allow you to access the program. Passwords are not required. Passwords can be up to eight (8) characters long. Letters and numbers ca n be used, but no spaces. Passwords are not case sensitive.

If you change a password, the program will prompt you to verify the password change by entering the old password and reentering the new password. This verification occurs after clicking the Save button.

Security Level

This is a drop-down list of valid security levels. There are four levels:

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Level 3 is the Administrator level. The administrator has update permission for all tables in the database. Only the administrator can add users, delete users, change passwords and set security levels. When the program is installed, there is only an “admin” log in assigned administrator privileges. This log in is not password protected. It is strongly suggested that you assign a password to this log in.

Level 2 is the Supervisor level.. A supervisor has all the same privileges as an administrator except updating the user table.

Level 1 is the Operator level. A operator has read access to all tables in the database. He can process tickets in the Weigh screen and run the backup and restore utilities.

Level 0 is the Guest level. A guest has read access to all tables in the database only.

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Account Table

Main Screen

The Account Table screens are used to add, modify or delete accounts in the database. There are two types of accounts: customer and hauler. A customer is an account that you will charge for materials delivered. A hauler is an account that you will pay to deliver material. An account can either be a customer, hauler or both.

The Main screen contains general account information and transaction default values.

How to Get Here

Admin->Accounts->Main Radio Button

Field Descriptions

A 10 character alphanumeric field containing the account id.

Name

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A 30 character alphanumeric field containing the account name.

Inactive Check Box

When checked, this account is inactive. It will not appear in any drop down lists on other screens and will be considered a candidate to be purged from the database by the purge utility. In order to be purged, there must be no transactions in the database that reference this account.

Revoked Check Box

When checked, this account is revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.

Trucks, Etc Button

This button is only enabled for accounts designated as type Hauler or Customer and Hauler. When clicked the Trucks, Etc screen will be displayed showing all the tared vehicles (trucks, trailers, containers, etc.) belonging to this hauler. Tared vehicle names are configured in the Account Options screen.

Freight Button

This button is only enabled for accounts designated as type Hauler or Customer and Hauler. When clicked the Freight Rates screen will be displayed for this hauler.

Address Radio Buttons

Up to three addresses can be entered per account. Clicking on one of these three buttons will display the information for that particular address. The address titles can be modified in the Account Options screen.

Addresses

An address consists of a contact name, two address lines, city, state, zip code, phone #, fax # and e-mail address.

Price Table

Select the default price table that will be used calculate charges for this account. Price table can be changed at any time during transaction processing but will be set to this value when the bill-to account is initially selected.

Tax Code

Select the default tax code that will be used to calculate taxes for this account. Tax code can be changed at any time during transaction processing but will be set to this value when the bill-to account is initially selected.

Material

Select the default material code that will be used by this account. Like price table and tax code material code can be changed at any time during transaction processing b ut will be set to this

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value when the bill-to account is initially selected.

Ticket Type

Set the default ticket format that will be used by this account to print tickets. A ticket is formatted using commands that are contained in a *.gtk file. All ticket format files can be found in the program's installation directory.

Account Type

An account can be a Customer, Hauler or a Customer and Hauler. Customers are accounts that you charge for material. Haulers are accounts you pay for hauling material.

Viewing

You can select which account records to view with this drop down list. The choices are Haulers Only, Customers Only or Customers and Haulers.

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Account Table

Defaults Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. The Defaults screen contains more default account information that will be used to set corresponding ticket fields and control transaction processing in the Weigh screen.

How to Get Here

Admin->Accounts->Defaults Radio Button

Field Descriptions

Hauler Defaults - Customer

This field is for hauler accounts only. Select the default bill-to account for this hauler. When a transaction is started using this hauler or a truck belonging to this hauler, the bill-to will be set to this account.

Category Defaults

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There are four category codes, two of which are reserved for the material and price tables. The default values for these are set in the Account Main screen. The other two are user definable. The defaults for these two are set here. When this bill-to account is selected, the category codes are set to these values.

Weigh Form Radio Button

Click this button to display and modify the message that will be displayed in the Weigh screen when this account is selected.

Invoice Radio Button

Click this button to display and modify the message that will appear on invoices for this account.

Statement Radio Button

Click this button to display and modify the message that will appear on statements for this account.

Message

This box will contain either the Weigh screen, Invoice or Statement message depending on the message type selected.

Display Message Check Box

Check this box to display the associated message on the Weigh screen, Invoice or Statement. The message is not displayed until this box is checked.

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Account Table

Terms Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. The Terms screen contains payment terms for your bill-to accounts. This screen is unavailable for hauler accounts.

How to Get Here

Admin->Accounts->Terms Radio Button

Field Descriptions

Terms

This frame contains the payment terms for this account.

Credit Limit

Enter the charge limit for this account. For prepaid accounts, this field displays the amount that was prepaid. The Weigh screen operator can be warned when estimated balance gets within a

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percentage of the credit limit. For prepaid accounts, he will be warned when the estimated balance gets within a percentage of the prepaid amount.

Finance Charge

The percentage used to calculate late charges on overdue invoices. This percentage is multiplied by the balance for every invoice that is past due the number of days specified. Finance charges are applied when statements are generated.

Ticket Is Invoice

If yes, an invoice is generated for each ticket.

Payment Terms

Payment terms in the form: Discount % Discount Days, Days Due (e.g. 2.00% 10, Net 30)

Immediate Discount

This percent discount is applied immediately to a ticket. The price components used to calculate material charge are discounted by this percentage when the ticket is generated. For example, if a material is normally priced at $5.00 per ton then a 10% immediate discount results in a new price of $4.50 per ton.

Standard Terms Check Box

If checked, the account will use the system standard terms. Otherwise, the account's custom terms are used.

Custom Terms Button

Click this button to edit terms that are custom for this account.

Exemptions

Check these boxes to exempt this account from finance charges. freight, and/or freight tax.

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Account Table

Balances Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. Besides containing balance information, this screen allows for assigning an account to an invoice or statement group and entering a beginning balance.

How to Get Here

Admin->Accounts->Balances Radio Button

Field Descriptions

Receivables Radio Button

When clicked, the screen will contain the receivable balances for this account.

Payables Radio Button

When clicked, the screen will contain the payable balances for this account.

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Current Balance

The total of all invoices less payments that have been posted. A payment is considered posted when it has appeared on a statement.

Uninvoiced Tickets

The total and number of all charge tickets that have not yet been invoiced. Cash tickets (tickets that have been paid in the Weigh screen) are never invoiced and will never be removed from this total.

Uninvoiced Misc Charges

The total and number of all miscellaneous charges that have not been invoiced. Miscellaneous charges have not yet been implemented in the program. Therefore, the totals for this category should be zero.

Unposted Payments & Credits

The total and number of all payments that have not yet appeared on a statement. Payments on cash tickets (tickets that have been paid in the Weigh screen) never appear on a statement and will never be removed from this total.

Estimated Balance

Current balance plus uninvoiced tickets plus uninvoiced miscellaneous charges less unp osted payments.

Last Charge

The date, ticket number and amount of the last charge processed against this account.

Last Credit

The date, receipt number and amount of the last payment or credit applied to this account.

Last Invoice

The date, number and amount of the last invoice generated for this account.

Statement

The date, number, balance and finance charge of the last statement generated for this account.

Invoice Group

An account can belong to one of 20 invoice groups. When generating invoices, the program allows you to select a single or all groups. There are 4 system defined groups: Do Not Invoice, Daily, Weekly and Monthly. The other 16 groups are user definable in the Account Options screen.

Statement Group

An account can belong to one of 20 statement groups. When generating statements, the program

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allows you to select a single or all groups. There are 4 system defined groups: No Statements, Daily, Weekly and Monthly. The other 16 groups are user definable in the Account Options screen.

Beginning Date

The date the beginning balance invoice was entered into the system.

Beginning Bal

Beginning balances are entered into the system as invoices and are aged and paid off like any normal invoice. This field contains the amount of the beginning balance invoice.

+ Button

Click this button to display a pop up screen that allows you to add or modify the beginning balance invoice for this account. A beginning balance invoice can no longer be modified once a payment has been applied or it has appeared on a statement.

Charges

The total of all charges for this account.

Credits

The total of all payments and credits for this account.

Ending Bal

Beginning balance plus charges less credits. This balance should equal the estimated balance.

Old - Run Aging Report

This message will appear above the aged balances when the balances are not current. To update the aged balances, run an aging report.

Current

The amount of ending balance that is 0 to 30 days old.

31-60

The amount of ending balance that is 31 to 60 days old.

61-90

The amount of ending balance that is 61 to 90 days old.

Over 90

The amount of ending balance that is over 90 days old.

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Account Table

Custom Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. The Custom Screen allows you to enter data into user defined custom fields. Custom fields are most often used to store information that will be exported to or imported from a 3rd party accounting package.

How to Get Here

Admin-->Accounts-->Custom Radio Button

Field Descriptions

Customer Specific Custom Fields

Up to five custom fields can be defined for customer accounts in the Account Options screen. Each of these fields is 30 characters in length.

Hauler Specific Custom Fields

Up to five custom fields can be defined for hauler accounts in the Account Options screen. Each

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of these fields is 30 characters in length.

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Account Table

RSA Prompts Screen

The Remote Scale Appliance (RSA) is a stand alone unattended terminal that performs ticket processing at a remote scale site. Account specific prompting and ticket printing at the RSA can be controlled from this screen. Check which tickets and prompts are to be enabled for this account. This data is exported to the RSA using the RSA Operations Utility.

How to Get Here

Admin-->Account-->RSA Prompts Radio Button

Field Descriptions

Print Weigh-In Ticket

When checked, a ticket will be printed on the weigh-in side of a transaction for this account.

Print Weigh-Out Ticket

When checked, a ticket will be printed on the weigh-out side of a transaction for this account.

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Print Ticket Notes

When checked, note fields will be included on the ticket.

Prompt for (...)

The truck driver can be prompted for the following fields: Hauler account, Bill-to account, Job , Material and user defined category codes. When checked, the associated prompt will be enabled for this account.

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Account Table

Truck List Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. The truck list screen displays all vehicles belonging to a hauler account. It also provides a quick way to add a new vehicle or modify an existing vehicle. This screen is only available to account types Hauler and

Customer and Hauler.

How to Get Here

Admin->Accounts->Trucks, Etc. Button

Field Descriptions

Truck / Tared Vehicle Radio Buttons

A radio button is visible for each tared vehicle type. Tared vehicle types are defined and enabled in the Account Options screen. This selection controls which vehicles are displayed in the tared vehicle list.

Tared Vehicle Table

This table displays the selected tared vehicles. To modify data in the table, first tab to the table, navigate through the individual cells by using the arrow or tab keys and then enter your modification. A new blank row is automatically added when you navigate beyond the last record in the table. You can also add a row by clicking the New button. The currently selected row can be deleted by clicking the Del button. No changes to the database will actually take place until the

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Save button is clicked. The tared vehicle table contains the following columns:

The first column contains a list sequence number and is used to mark modified rows. The mark can be one of three values:

Upd The row has been modified. Del The row has been deleted. New This is a new row.

This column contains a 10 alphanumeric character vehicle id.

Description

This column contains a 30 character vehicle description.

Truck Type

Select truck type from a drop down list. Truck types are defined in the Account Options screen.

Tare

This column contains the vehicles tare (empty) weight.

Details Button

Clicking this button will display the full Tared Vehicle screen showing all vehicle fields.

Delete All Button

Click this button to mark all vehicles in the table for deletion. The deletion does not actually occur until the Save button is clicked.

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Account Table

Freight Rates Screen

The Account Table screens are used to add, modify or delete accounts (bill-to and hauler) in the database. This screen is used to enter the freight rates for a hauler account. A separate rate can be entered for each unique combination of zone, truck type, unit of measure and distance. This screen is only available for account types Hauler and Customer and Hauler.

How to Get Here

Admin->Accounts->Freight Button

Field Descriptions

Freight Rate Table

A single freight rate can be entered for each unique combination of zone, truck type, unit of measure and distance. To add a row to the table, click the New button. To delete the currently selected row, click the Del button. To modify data in table, navigate to the desired cell using the arrow or tab keys and enter your modification. No changes to the database will actually take place until the Save button is clicked. The following columns are available in the freight rate table:

Zone

This column contains the delivery zone. Zone is changed by selecting an entry from a

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drop down list. If "Unspecified" is selected, then the freight rate applies to all delivery zones. Delivery zones are defined in the Account Options screen.

Truck Type

This column contains the truck type. Truck type is changed by selecting an entry from a drop down list. If "Unspecified" is selected, then the freight rate applies to all truck types. Truck types are defined in the Account Options screen.

Unit

This column contains the unit of measure. Units available are: Kilograms, Load, Metric Tons, Pounds, Tons, Units (Count) and Yards.

Distance

This column contains the distance units. Distance units available are: Hours, Kilometers, Miles and Unspecified. If "Unspecified" is selected, then no distance unit is needed to calculate the freight charge. Otherwise, the operator will be prompted for the distance amount in the Weigh screen before the freight charge can be calculated and the transaction completed.

Rate, Payable

These two columns contain the freight rate that will be charged the customer and the rate that will be paid to the hauler, respectively. As an example, the customer may be charged $5 per ton for freight, $4 of which will be paid to the hauler.

Minimum, Min Pay

These two columns contain the minimum freight charge and the payable freight charge, respectively.

Delete All Button

Click this button to delete all freight rates from the table. The deletion does not actually occur until the Save button is clicked.

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Truck Table

Main Screen

How to Get Here

Admin->Accounts->Trucks Button->Details Button->Main Radio Button

Field Descriptions

Enter up to a 10 character alpha-numeric id for the truck..

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Description

Enter up to a 30 character description for the truck..

Hauler

This drop down contains a list of all hauler accounts. Select the hauler that owns this truck.

Tare Weight

Enter the empty weight for this truck. Internally, the tare weight will be marked as manually entered and can be indicated as such when printed on the ticket.

Date Set

This field indicates when the tare weight was updated. It will automatically be set to the current date when a tare weight is entered but can be modified to some other value.

Date Expires

This field indicates when the tare weight for this truck will expire. If the truck is used in a attended transaction on or after this date, the scale operator will receive a warning which he/she can choose to ignore. A truck with an expired tare cannot be used in a unattended transaction.

The tare weight will never expire if this field is blank.

Badge

Enter up to a 10 character alpha-numeric badge id for this truck. The badge id is value on a RFID tag or bar coded card that will be used to identify this truck in a unattended operation. The badge id must be unique for every truck.

License

Enter the license plate number for the truck.

Truck Type

This drop down contains a list of all the truck types that were defined in the Account Options screen. Select the type for this truck This field is used primarily for determining freight charges.

Axles

Enter the number of axles for this truck.

Truck Flags

Weigh Only This flag is used for unattended operations only. When

set, this truck will receive a special ticket that displays the current weight on the scale (using the ticket format prweight.gtk). No transaction will be recorded.

Attended Mode Only This flag is used for unattended operations only. When

set, the program will automatically switch to attended

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mode when this truck is identified. This allows the operator to complete the transaction by filling in the necessary fields on the Weigh screen. When the Print Ticket button is clicked, the program returns to unattended mode and sends the ticket to the unattended terminal.

Unattended Tare Update This flag is used for unattended operations only. When

set, the program will allow the tare weight for this truck to be updated in unattended mode.

Hide Jobs (AutoTouch) This flag is used for unattended operations with the

AutoTouch interface. When set, the driver will not be presented a list when prompted for job. The job must be entered into a text box.

Required: Trailer When set, a trailer (2nd tared vehicle) must be selected

with this truck before a transaction can be recorded.

Required: Container When set, a container (3rd tared vehicle) must be

selected with this truck before a transaction can be recorded.

Truck Notes

Two note fields can be attached to the truck. These notes will be transferred to ticket note fields 1 and 2 when this truck is used in a transaction. These note fields can also be upd ated from the Weigh screen.

Reset Notes Daily

When checked, the notes attached to the truck will be cleared daily.

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Truck Table

Weight Limits Screen

Every truck is attached to a hauler account. The Account Truck List screen gives you the capability to quickly view, update and add trucks using only required fields. The Truck Table screens show and allow updates for all fields in the truck record. This screen allows you to update the weight limits for the truck.

How to Get Here

Admin->Accounts->Trucks Button->Details Button->Weight Limits Radio Button

Field Descriptions

Tare Weight Limits

Enter the minimum and maximum empty weights for this truck. Tare weight updates are not allowed and transactions will not be processed if the value for empty weight is beyond these limits.

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The tare weight is not checked if these values are zero. If Allow Violations is checked, the program will display a warning message when this condition

exists. The scale operator will be allowed to override and accept the tare update. If the tare weight violation occurs during ticket processing, the program will display a warning message but stores the transaction anyway.

When tare weights are updated in unattended mode, a value that is beyond the limits will be accepted without any warnings if Allow Violations is checked.

Gross Weight Limits

Enter the minimum and maximum gross weights for this truck. Transactions will not be processed if the value for gross weight is beyond these limits. The gross weight is not checked if these values are zero.

If Allow Violations is checked, the program will display a warning message but stores the transaction anyway. Tickets will never be printed for transactions where the maximum gross weight limit has been exceeded. If you attempt to reprint a ticket for a transaction with a maximum gross weight violation, the message "*** Over Weight Over Weight Over Weight ***" will appear on the ticket.

Load Out (Target Net Weight)

If the Load Out feature has been purchased, you can enter the target net weight for this truck. This is the amount of material that will be loaded on the truck by the Load Out terminal.

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Truck Table

History Screen

How to Get Here

Admin->Accounts->Trucks Button->Details Button->History Radio Button

Field Descriptions

Last Order

This drop down contains a list of all Job/Orders in the database and is set to the last job for which

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this truck hauled material. If the truck history option has been enabled, job will be preset to this value in the Weigh screen when this truck is used. You can manually change this field to another job if you desire.

There is a special system supplied setting for this field called PROMPT. This setting is used in unattended operations only and will force the program to always prompt for job (assuming that job is an enabled prompt) regardless of the setting for the truck history option.

Last Account

This drop down contains a list of all Bill-To accounts in the database and is set to the last bill-to account for which this truck hauled material. If the truck history option has been enabled, bill-to account will be preset to this value in the Weigh screen when this truck is used. You can manually change this field to another account if you desire.

There is a special system supplied setting for this field called PROMPT. This setting is used in unattended operations only and will force the program to always prompt for bill-to account (assuming that bill-to account is an enabled prompt) regardless of the setting for the truck history option.

Last Material

This drop down contains a list of all Materials in the database and is set to the last material hauled by this truck. If the truck history option has been enabled, material will be preset to this value in the Weigh screen when this truck is used. You can manually change this field to another material if you desire.

There is a special system supplied setting for this field called PROMPT. This setting is used in unattended operations only and will force the program to always prompt for material (assuming that material is an enabled prompt) regardless of the setting for the truck history option.

Code, Description, Loads, Qty

This box will contain the code, description, number of loads and quantity in tons for the last 5 materials hauled by this truck. This history is cleared daily.

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Truck Table

Custom Fields Screen

How to Get Here

Admin->Accounts->Trucks Button->Details Button->Custom Radio Button

Field Descriptions

Custom Field 1 through 5

Enter data for up to 5 user defined custom fields.

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Account Options

Main Screen

The Account Options dialog is used to configure the Account Table screens. This screen allows you to assign names to the three addresses available in the account record.

How to Get Here

Admin-->Accounts-->Options Button-->Main Radio Button

Field Descriptions

Accounting Method (All Accounts)

This field designates the type of statement that is generated for this account: balance forward or open item. Currently this option has no effect. The statement type is selected in the Invoice/Statement screen.

Address Labels

Enter your own labels for the three addresses available in a account record. These labels will then appear in the Account Table screen.

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Ok Button

Click this button to save Account Option changes and return to the Account screen.

Cancel Button

Click this button to discard Account Option changes and return to the Account screen.

Apply Button

Click this button to save Account Option changes and stay in the Options screen.

Help Button

Click this button to display help for the current Account Options screen.

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Account Options

Defaults Screen

The Account Options dialog is used to configure the Account Table screens. When new records are added to the account table, the data in most fields will be blank or set to initial values that are defined in the database. This screen allows you to override these initial values for some of the more important fields and are intended to save time when adding new accounts (clicking the New button). This will not prevent you from changing the fields for the new account to other values.

How to Get Here

Admin-->Accounts-->Options Button-->Defaults Radio Button

Field Descriptions

Price Table

Select the initial price table that will be used by new accounts.

Tax Code

Select the initial tax code that will be used by new accounts.

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Exemptions

If checked, new accounts will be exempt from finance charges, freight and freight tax.

Categories

Selection the initial category codes that will be used by new accounts.

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Account Options

Groups Screen

The Account Options dialog is used to configure the Account Table screens. You may need to generate invoices and statements for groups of accounts at different time intervals (daily, weekly, monthly, etc.) or with different run parameters (finance charges, statement format, etc.). This can be accomplished by assigning an account to a invoice and statement group. You can then pick the desired group and only those accounts belonging to that group will have invoices or statements genera ted. This screen allows you enter names for up to 20 invoice and statement groups.

How to Get Here

Admin-->Account-->Options Button-->Groups Radio Button

Field Descriptions

Invoice Groups

Lists the names of the invoice groups. Twenty (20) invoice groups are available. A yes in the Default column designates the group as the default invoice group for new accounts. To modify a group name, tab to the Invoice Groups list and then use the up/down and left/right arrows to navigate within the list. When you have navigated to the desired cell you will notice the absence of a cursor. Please ignore this quirk in the grid control and just start typing your changes.

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Statement Groups

Lists the names of the statement groups. Twenty (20) statement groups are available. A yes in the Default column designates the group as the default statement group for new accounts.

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Account Options

Trucks, etc. Screen

The Account Options dialog is used to configure the Account Table screens. You can define two additional tared vehicle types besides trucks. (Trucks is system defined and cannot be changed.) For ex ample, a truck may pull a trailer or carry a removable container; each with its own tare weight. This screen allows you to name and enable the additional tared vehicle types.

How to Get Here

Admin-->Account-->Options Button-->Trucks, etc. Radio Button

Field Descriptions

Names

Enter names for each tared vehicle type. Truck cannot be changed..

Enabled

If checked, the tared vehicle type is enabled and will be made visible in the account table truck list. Truck is always enabled.

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Tare Automatically Expires

Set the number of days before a tare weight will automatically expire. When a new tare weight is entered for a truck the system will automatically calculate the expiration date based on this value. If set to zero, new tare weights will never expire.

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Account Options

Truck Type Screen

The Account Options dialog is used to configure the Account Table screens. Truck type is another criteria (along with delivery zone) used to determine a freight charge. A different rate can be established for each truck type. This screen allows you to assign a name to each truck type..

How to Get Here

Admin-->Account-->Options Button-->Truck Types Radio Button

Field Descriptions

Truck Type Table

This table lists the currently named truck types. To change a name in the table, first tab to the table and then use the up/down arrows to navigate to the desired entry.

Add Button

Click this button to add a new blank entry to the end of the truck type table.

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Delete Button

Click this button to delete the currently selected truck type from the table.

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Account Options

Delivery Zones Screen

The Account Options dialog is used to configure the Account Table screens. Delivery zones are areas where you will be hauling material and are usually defined as a distance from your home lo cation. This zone can then be used as one of the criteria for defining freight rates for a hauler. Freight rates are used to calculate the delivery or freight charge on a ticket. This screen allows you to name your delivery zones.

How to Get Here

Admin-->Account-->Options Button-->Delivery Zones Radio Button

Field Descriptions

Delivery Zone Table

This table lists the currently named delivery zones. To change a name in the table, first tab to the table and then use the up/down arrows to navigate to the desired entry.

Add Button

Click this button to add a new blank entry to the end of the delivery zone table.

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Delete Button

Click this button to delete the currently selected delivery zone from the table.

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Account Options

Custom Screen

The Account Options dialog is used to configure the Account Table screens. The Custom screen configures the user defined fields for customer and hauler accounts..

How to Get Here

Admin-->Accounts-->Options Button-->Custom Radio Button

Field Descriptions

Customer Specific

Up to five custom data fields can be defined and enabled for customer accounts. The custom field name is entered in the text box and is enabled by checking the associated check box. The box must be checked before the custom field will appear in the Account screen.

Hauler Specific

As with customer accounts, up to five custom data fields can be defined and enabled for hauler accounts.

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Account Options

RSA Prompts Screen

The Account Options dialog is used to configure the Account Table screens. Before updating this screen it is important to know what prompts and ticket printing schemes have been configured in your Remote Scale Appliance (RSA). The same prompts and ticket printing schemes should be enabled on this screen. You can then configure the prompts for each hauler account in the Account screen or individual truck in the Truck screen.

How to Get Here

Admin-->Accounts-->Options Button-->RSA Prompts Radio Button

Field Descriptions

Account Enabled Check Box

When checked, the prompt or ticket printing scheme is made available in the Accounts screen.

Account Default Check Box

Specify the default value for the associated prompt for a new account.

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Truck Enabled Check Box

When checked, the prompt or ticket printing scheme is made available in the Trucks screen.

Truck Default Check Box

Specify the default value for the associated prompt for a new account.

Prompt Text Boxes

Enter the prompt label to be used in the Account and Truck screens for the four user defined category codes.

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Order/Job Table

Main Screen

The Order/Job Table screens are used to add, modify or delete orders/jobs (henceforth referred to as orders only) in the database. Typically you will set up an order when you wish to track loads being delivered to the same job site. An order may specify certain materials as well as special rates for those materials.

How to Get Here

Admin-->Order/Jobs

Field Descriptions

A 10 character alpha-numeric field containing the order id.

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Description

A 30 character alpha-numeric field containing the order description.

Inactive Check Box

When checked, this order is inactive. It will not appear in any drop down lists on other screens and will be considered a candidate to be purged from the database by the purge utility. In order to be purged, there must be no transactions in the database that reference this order.

Customer

Select the customer account that will be billed for this order.

. Enter the purchase order number attached to this order. Purchase order is a 20 character alphanumeric field. This field is used to preset the transaction PO field when tickets are processed against this order.

Special Instructions

Use these four fields to enter special instructions (directions, driver memos, etc.) for the order. Each field is 50 characters in length. These fields can be printed on the ticket.

Quote Date

Quote date is automatically set when a new order is entered. However, it can be modified.

Order Date

An order date must be entered to activate the order. It will then appear in drop down lists of other screens. (Note: The program does not check the value of the order date, it simply looks for a nonblank value.)

Starts Date

You can specify when a order becomes active by entering a start date. If no start date is entered, the order becomes active as soon as an order date is entered.

Expires Date

You can also specify when a order expires by entering an expiration date. If no expiration date is entered, then the order will never expire.

Material List

This list can be used to display and quickly enter the materials ordered. It contains the following fields:

Code, Description

A ordered material can be selected from the material drop down list. When selected, the

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material code and description is automatically placed in the list.

Ordered

Use this column to enter the amount ordered.

Unit of Measure

The unit of measure is located next to the ordered amount. It is initially set to the default unit of measure for the material selected. (The default unit of measure for a material is set in the material screen.)

Price

Use this column to enter the price per unit of measure for this material.

Per Load

Enter Y if this is a per load price, otherwise enter N.

Freight, Fr Payable

Use these columns to enter the freight and freight payable charges for this material.

Per Load

Enter Y if these are per load freight charges, otherwise enter N.

Item Details Button

Click this button to view and modify all fields for the currently selected material.

Add Item Button

Click this button to add a new blank entry to the material ordered list.

Delete Item Button

Click this button to mark the currently selected material for deletion. The material will not actually be deleted until the save button is clicked.

Delete All Items Button

Click this button to mark all materials for deletion. The materials are not actually deleted until the save button is clicked.

Viewing

Select the orders you want to view with this screen. Your choices are All Orders, Active Orders (Inactive unchecked), Inactive Orders (Inactive checked), Expired Orders or Quotes.

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Order/Job Table

Miscellaneous Screen

The Order/Job Table screens are used to add, modify or delete orders in the database. This screen is used to define default data that will be used on tickets attached to this order along with other miscellaneous fields.

How to Get Here

Admin-->Order/Job Table-->Miscellaneous Radio Button

Field Descriptions

Price Table

Specify the table that will be used to initially set the price for a newly ordered material. Tickets attached to this order will also use this price table when the ticket material is not one of the ordered materials.

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Tax Code

Specify the tax code that will be used to calculate tax on all tickets attached to this order.

Hauler

Specify the default hauler for this order.

Custom Fields

Enter data for any user defined custom fields. Custom fields are defined and enabled in the Order/Job Options screen.

Activity

The two fields in this box show the date and time for the first and last tickets attached to this order. These fields cannot be changed.

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Ordered Item

The ordered material list in the main Order screen only shows the most important fields for an ordered material. This screen shows and allows modification to all fields.

How to Get Here

Admin-->Orders/Jobs-->Main Radio Button-->Item Details Button

Field Descriptions

Material

Select the material associated with this ordered item from the drop down list.

Order Units

Select the unit of measure to be used for this material. All quantities displayed on this screen will be in this unit of measure. Whenever possible, the program will attempt to convert from the old unit of measure to the new. .(e.g. 2500 pounds will be converted to 1.25 tons.) The program will

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not attempt to convert from a weight to yards or tons. User defined units of measure will be enabled when the Calculate Charge Based on a User

Defined Unit option is turned on.

Totals

This box contains all totals for this order.

Loads

This row contains two fields showing the total number of loads delivered for this order and the total loads delivered today.

Ordered

This field contains the amount of material ordered.

Delivered

This row contains two fields showing the total amount of material delivered for this order and the total amount delivered today. When amount delivered exceeds amount ordered, the operator will receive a warning message and will have the option to accept or cancel the ticket that caused the ordered amount to be exceeded.

Remaining

This field shows the remaining amount to be delivered for this order.

Freight Rates

This box shows the freight rates for this order.

Total

This field contains the total freight rate attached to this order.. Payable This field contains the freight rate payable to the hauler for this order.

Per Load Check Box

Check this box if the freight rates are per load rates.

Use Item Freight Rates Check Box

Freight rates can also be attached to each material ordered. If this box is checked, the freight rate attached to the materials will be used. Otherwise, the freight rates entered here are used.

Direction

Check the default material direction for this order: incoming or outgoing.

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Incoming and Outgoing Rates

A different set of prices can be entered for both incoming and outgoing material. The program assumes the price is per whatever unit was selected in Order Units.

Material, Surcharge, ...

Enter a amount for each component rate. Component rates are defined in the Setup and Miscellaneous Rates screen.

Per Load Check Box

Check the per load box located next to each component if the rate is a per load rate.

Taxable Check Box

Check this box if the rates are taxable.

Discountable Check Box

Check this box if these rates are discountable. Discounts are defined in either standard payment terms or the custom terms specified for an account.

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Order/Job Options

The Order/Job Options screen is used to define and enable the custom fields for orders.

How to Get Here

Admin-->Orders/Jobs-->Options Button

Field Descriptions

Define Custom Fields

Up to five custom data fields can be defined and enabled for an order. The custom field name is entered in the text box and is enabled by checking the associated check box. The box must be checked before the custom field will appear in the Order/Job screen.

Ok Button

Click this button to save Order/Job Option changes and return to the Order/Job screen.

Cancel Button

Click this button to discard Order/Job Option changes and return to the Order/Job screen.

Apply Button

Click this button to save Order/Job Option changes and stay in the Order/Job Options screen.

Help Button

Click this button to display help for the current Order/Job Options screen.

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Category Table

Material Screen

There are four user definable categories in the program used to group transactions for reporting purposes. Two of these categories are reserved for system purposes. One of these is the price table and the other is the material table. The material category table contains all materials sold by your business. This screen allows you to enter materials into the database.

How to Get Here

Admin-->Categories-->Materials

Field Descriptions

Code

A 10 character alphanumeric field containing the material code.

Description

A 30 character field containing the material description.

Note (GL Account)

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Note is a user definable field. It is most often used to import data from or export data to a 3rd party accounting package. The field label can be changed by editing the initialization file.

Default Material

During ticket processing, the initial material code can be retrieved from the truck history, the job/order or the bill-to account default values. If after all this the material code remains unset (None) then the material designated as the default material will be used. Only one material can be designated as the default.

Allow Price Overrides

If checked, the operator will be allowed to manually enter prices for this material from the Weigh screen. Otherwise, prices from the price table are used and cannot be changed.

To manually enter prices, the operator must select the "Override Rates" price table which will display a pop up screen where prices can be entered.

Mix/Load Out

In some applications, trucks will drive under a storage bin and are loaded under program control to a specified target weight. This is called a load out system. Checking this box designates this material as a load out material.

SubCat1, SubCat2

Material codes can be further grouped into subcategories. For example, materials could be grouped by type (e.g. Rock, Sand, Crushed Stone) or by yard location (e.g. North, South, East, West)..Subcategory title and entries are defined in the initialization file. Two subcategories are available. (Subcategories are also available for Prices and user defined Categories).

Conversions

Two conversion factors are available to convert pounds to a user defined unit of measure. The conversion feature is turned on with entries in the initialization file. You can calculate material charges based on user defined units along with printing them on the ticket.

Inventory

A very simple inventory system is available for each material. You enter a beginning inventory amount and the program will automatically calculate ending inventory by adding incoming and subtracting outgoing transaction amounts. Inventory is updated after each ticket is processed and whenever a Inventory report is generated.

To activate inventory tracking for a material a unit of measure (UOM) must be specified: pounds, tons, yard or units.

The ticket UOM will automatically be set to inventory UOM during ticket processing.

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Category Table

Price Table

There are four user definable categories in the program used to group transactions for reporting purposes. Two of these categories are reserved for system purposes. One of these is the material table and the other is the price table. The price category table contains the codes and descriptions for each price table used by your business.

Please note that this table does not contain the actual prices for each of your materials, just the codes and descriptions. Prices are entered on a different form (displayed by clicking the Edit Table... button).

How To Get Here

Admin-->Categories-->Price

Field Descriptions

Code

A 10 character alphanumeric field containing the price code.

Description

A 30 character field containing the price table description.

Note

Note is a user definable field and can be used to enter any kind of information you wish. The field label can be changed by editing the initialization file.

Default Price

During ticket processing, the initial price table code can be retrieved from the order or the bill-to account default values. If after all this the price table code remains unset (None) then the price

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table code designated as the default will be used. Only one price table code can be designated as the default.

Edit Table Button

Click this button to display the Price screen that is used to enter the price for each of your materials.

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Category Table

There are four user definable categories in the program used to group transactions for reporting purposes. Two of these categories are reserved for system purposes. One of these is the material table and the other is the price table. The remaining two tables are user definable.

How To Get Here

Admin-->Categories-->Category

Field Descriptions

Code

A 10 character alphanumeric field containing the category code.

Description

A 30 character field containing the category description.

Note

Note is a user definable field and can be used to enter any kind of information you wish. The field label can be changed by editing the initialization file.

Default Category

During ticket processing, the initial category code can be retrieved from the bill-to account default values. If after this the category code remains unset (None) then the code designated as the default will be used. Only one category code can be designated as the default.

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Utilities

Backup Database

This screen allows you to backup the database.

How to Get Here

Admin-->Utilities-->Backup

Field Description

List of Used Backup Names

This is a list of database backups located in the folder specified to the right. The program initially creates and uses a default backup folder within the application folder called backups. You can use any folder you want or create your own (with Windows Explorer).

Enter Backup Name (double click for default)

Enter the name you want to use for this backup. The name is limited to 8 characters. Double clicking the name field will set the name to a default value. The default name can be configured in the backup options screen.

Backup button

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Click this button to start the database backup. The program will perform a database repair and compaction, placing the results in the backup database. It also makes a copy of the current initialization file (the name of this file is formed from the backup name with a ini extension).

Delete button

Click this button to delete the currently selected database.

Options button

Click this button to display the backup options screen.

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Utilities

Restore Database

This screen allows you to restore the database from a backup.

How to Get Here

Admin-->Utilities-->Restore

Field Descriptions

List of Available Backups

This is a list of database backups located in the folder specified to the right. Select the backup from the list that you want to restore. Double clicking on the backup will automatically start the restore.

Enter Backup to Restore (without .mdb)

You can also select the backup by manually entering the name (without the .mdb) in this field.

Restore button

Click this button to begin the restore. The program maintains a set of codes and descriptions in

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memory for each major table (accounts, materials, etc.) These in-memory tables are reinitialized after the restore is completed. The next ticket number is also reset by finding the largest ticket number in the restored database and adding one.

Undo Last Restore

This button is enabled after you restore a backup. If you feel you have restored the wrong backup you can return the database to its original status (before the restore) by clicking this button.

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Backup Options

This screen is used to configure the default backup names. There are separate configuration s for no rmal, invoice and statement backups.

How to Get Here

Admin-->Utilities-->Backup-->Options Button

Field Descriptions

Normal

Click this radio button to display the default name configuration for a normal backup.

Invoices

A backup is performed before invoices are generated. Click this radio button to display the default name configuration for a invoice backup.

Statements

A backup is performed before statements are generated. Click this radio button to display the default name configuration for a statement backup.

Prefix

Enter a static set of characters used to begin the backup name.

Body

Select a body type that will be appended to the prefix to form the backup name. You can chose a date, sequence number or no body format.

Next Sequence

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Set the next sequence number used to form the backup name.

Sample

This is a sample of a backup name that will be formed using the specified prefix and body.

Ok Button

Click this button to save Backup Option changes and return to the Backup screen.

Cancel Button

Click this button to discard Backup Option changes and return to the Backup screen.

Apply Button

Click this button to save Backup Option changes and stay in the Backup Options screen.

Help Button

Click this button to display help for the Backup Options screen.

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Import/Export Utility

Definition Screen

The Import utility allows you to add records to any table in the database from a formatted text file. The export utility allows you to extract data from any table in the database to a formatted text file. A import/export routine contains information on the subject database table, the fields to import or export and the format and location of the text file.

This screen allows you to select an existing routine or begin defining a new routine for importing/exporting.

How to Get Here

Admin-->Utilities-->Import Data or Admin->Utilities->Export Data

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Field Descriptions

Import / Export Radio Buttons

Click the appropriate radio button to perform either importing or exporting.

Ranges

You can filter which import / export routines will appear in the drop down list by selecting the desired group. The groups are:

All 000-999 All routines will be listed . Custom 000-099 Custom routines will be listed. Custom routines

Standard 200-299 Standard routines will be listed. Standard

Samples 300-399 Sample routines will be listed. Sample routines

RSA 500-599 RSA (Remote Scale Appliance) routines will be

Show All

You can choose to not include some routines in the drop down list. (See the Display check box below.) Check this box to display all routines.

Choose a Routine

This drop down contains a list of all import/export routines in the selected group. Choose the routine you wish to use. If you want to add a new routine then select the first entry in the list, "Add New Export" or "Add New Import".

Routine Name

Enter the name you wish to assign to this routine. This is the name that will appear in the drop down list.

System Assigned Id

The system automatically assigns and id to the routine. Export routine id's begin with "Export"

are numbered 000 through 099. Any new routines that you define specific for your business, should be placed in this group.

routines are numbered 200 through 299. These routines are supplied by Fairbanks Scales with every installation.

are numbered 300 through 399. These routines are also supplied by Fairbanks Scales and are meant to be used as examples for building your own routines.

listed. RSA routines are numbered 500 through

599. Table data is exported to the RSA and imported from the RSA using the Import/Export Utility. These are the routines used for that purpose.

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followed by a three digit number. Import routine id's begin with "Import" followed by a three digit number.

Database Table

This drop down contains a list of all the tables in the database. Select the table that will be used for this routine.

Field Definition

You must also specify which fields from the selected database table will be imported or exported. This list of fields are stored in a field definition table. Select the field definition table that will be used by this routine from this drop down list.

Field Definition View Button

Click this button to view and update the fields in the field definition table.

Import/Export File Directory

Enter the path to the folder containing the formatted text file being used or created by the import/export routine.

Import/Export File Directory - Browse Button

Click this button to display a dialog box that can be used to set the Import/Export File Directory path.

Import/Export File Directory - View Button

Click this button to select and view the formatted text file used or created by the import/export routine.

Log File Directory

Summary information and error messages for the import/export routine are placed in a log file. Enter the path to the folder containing this log file.

Log File Directory - Browse Button

Click this button to display a dialog box that can be used to set the Log File Directory path.

Log File Directory - View Button

Click this button to select and view the log file generated by this import/export routine.

Display

When checked, this routine will always be displayed in the routine drop down list. When not checked, it is removed. This box is only available when Show All is checked.

Help Button

Click this button to view the help topic for this screen.

Import/Export Button

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Click this button to begin the import/export routine.

Delete Button

Click this button to delete the currently selected import/export routine.

Save Button

Click this button to save changes made to the currently selected import/export routine.

Quit Button

Click this button to quit the Import/Export Utility.

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Import/Export Utility

Text File Format Screen

This screen allows you to specify the format for the import/export text file..

How to Get Here

Admin-->Utilities-->Import/Export Data->Formatting Radio Button

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Field Descriptions

File Format

Fields in the import/export text file can be separated by tab characters (Tab Delimited), commas (Comma Delimited or CSV) or can be formatted into fixed width fields (User Defined). Field width and justification are specified in the Field Table Selection screen.

Quoted Fields

Double quotes (") can be placed around Character Fields, Numeric Fields, All fields or None. Default File Name The import/export text file name consists of:

Prefix Enter the characters that begin the file name. Body The prefix is followed by the name body which can be the

Current Seq# Select the starting value for the file body sequence

Extension Enter the characters that end the file name. Sample An example of the file name using the options selected

current date formatted as either mmddyy or mmddyyyy. The body can also be a one to six digit sequence number. You can also choose to have no body, in which case the file name will equal the Prefix.

number. Every time the import/export routine is run this number is incremented, creating a unique file name.

above.

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Import/Export Utility

Options Screen

This screen allows you to select options that control the behavior of the import/export.

How to Get Here

Admin-->Utilities-->Import/Export Data->Options Radio Button

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Field Descriptions

Duplicate Record Processing

You can select which behavior the program should use when it encounters a record in the import text file that is already in the database.

Update Always update the database with data from the import text

Add Only Ignore duplicate records in the import text file. Ask Ask the operator on a case by case basis what to do with

Merge Only This is the opposite of the Add Only option. Only import

Case Insensitive Compare

The Import/Export Utility considers a record as duplicate when every field in the imported record equals the corresponding field in the database record. When checked, the compare for a duplicate record is case insensitive for text fields. In other words, ABC equals abc.

Import Change Log

Normally, only statistics and error messages are placed in the log file. You can choose to include the following additional information:

Duplicate Reject Log Include the list of duplicate records that were rejected. Criteria Reject Log Include the list of records that were rejected because they

No Change Log Do not include additional information in the log file.

Import depends on previous Import Success

The Import/Export Utility can be invoked from a command line. As an example, the following command line will start Import/Export and execute routines Import001, Import002 and Import003:

ImpExp.exe Autogo Import001 Import002 Import003

There may be situations where if Import001 fails, then the remaining imports should not be attempted. Check this box to force this condition. This option applies to import routines only.

Force unimported fields to default values

Errors will occur when an imported field has no data (blank or empty) in the text file and the database requires a value. Check this box to force the value of required fields to the default specified in the database when no data is present in the import text file.

file.

duplicate records. The operator will be presented with a list of duplicate records and can choose which ones to accept or reject.

records that already exist in the database will be processed.

didn't meet all selection criteria.

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Archive this Export

This feature is currently not being used.

Email Export

When checked, the export file will be emailed to the recipient specified in the box below.

Append to Existing File

Normally, a new text file is created by each export routine. Check this box to append data to an existing text file.

Recipient Address

Enter the email address of all recipients of the export file. Multiple addresses can be entered, separated by commas. For example: James.A@company.com, Sally.M@company2.com

Sender Address

Enter your email address.

Server Address

Enter the address of your outgoing mail server. For example: mail.charter.net

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Import/Export Utility

Record Selection Screen

This screen allows you to select options that control the behavior of the import/export.

How to Get Here

Admin-->Utilities-->Import/Export Data->Record Selection Radio Button

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Field Descriptions

Criteria or SQL Radio Buttons

For the database transaction table you have two choices for selecting records.

Criteria Select this option to display this screen of fixed selection

SQL Select this option to display a screen where an SQL

TransAcct = "123" AND TransMatrl = "40".

From Ticket, To Ticket

Enter a ticket range by which transactions will be selected.

From Date, To Date

Enter a date range by which transactions will be selected.

List Sites

Site code is a unique one character field assigned to each PC running this application. Enter a list of site codes (e.g. AFG for sites A, F and G) by which transactions will be selected.

Type, Customer, Hauler, Job, Material, User Defined Categories and Price

These are drop downs containing a list of codes that are attached to a transaction record. Select a value from any of these lists to use in selecting transactions.

criteria. Select values for any or all fields. Only those transaction records that meet all criteria entered will be accepted from the import file or placed in the export file.

statement can be entered to select the desired records from the database table. This is the only option available for all tables other than the transaction table. This screen does not accept a full SQL statement for selecting records, just the WHERE clause without the "WHERE". For example, to select records from account "123" with material code equal to "40" use the following statement:

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Import/Export Utility

Field Editor Main Screen

You must specify which fields from the selected database table will be imported or exported. This list of fields are stored in a field definition table.

This screen allows you to update or add a field definition table.

How to Get Here

Admin-->Utilities-->Import/Export Data->Definition Radio Button->Field Definition View Button

Field Descriptions

Range

You can filter which field definition tables will appear in the drop down list by selecting the desired group. These groups are identical to those that appear in the Import/Export Definition screen.

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Field Definition

This drop down contains a list of all field definition tables for the selected group. Choose the field definition you wish to update. If you want to add a new field definition table then select the first entry from the list, "Add New Field Definition".

Database Table

This drop down contains a list of all tables in the database. Select the database table you wish to use.

Description

Enter a description for the field definition table. This is the description that will appear in the drop down list.

Form or Grid Radio Buttons

Choose the format you wish to use to select fields in the Specification tab: Form or Grid.

Used by these Import / Export Definitions

This box will list all the Import/Export routines that use this field definition table.

Help Button

Click this button to display the help topic for this screen.

Delete Button

Click this button to delete the currently selected field definition table.

Save Button

Click this button to save the changes made to the currently selected field definition table.

Quit Button

Click this button to unload the Field Definition screen and return to the Import/Export Utility screen.

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Import/Export Utility

Field Editor Specification Screen

You must specify which fields from the selected database table will be imported or exported. This list of fields are stored in a field definition table.

This screen allows you to select the fields.

How to Get Here

Admin-->Utilities-->Import/Export Data->Definition Radio Button->Field Definition View Button>Specification Tab

Field Descriptions

Fields From

This control applies to exports only.

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This is a drop down containing a list of all tables in the database. It is initially set to the default table specified in the Field Editor Main screen. However, you are not limited to exporting fields from the default table only. Fields from any table related to the default table can also be exported.

For example, you may wish to include the account name in a transaction table export. Account name is not in the Transaction table but needs to be retrieved from the Account table. Select Account table from this list which will then enable you to include any account field in the export.

Field List

This list contains the fields that are currently being imported or exported. Selecting any row will enable a drop down containing all fields for the selected table (Fields From). To add a new field to the list, select the row marked with an asterisk (*) and choose a field.

Up Button

Click this button to move the currently selected field one position up in the list.

Down Button

Click this button to move the currently selected field on position down in the list.

Delete Button

Click this button to delete the currently selected field from the list.

Table / Field

These controls display the table and field name for the currently selected field in the list.

Fixed Width

Enter a field width. Data in the import/export text file will always occupy this many positions.

Calculation

Simple calculations can be performed on the field before it is imported or exported. The calculation consists of a operator followed by a constant. Valid operators are decrement (--), multiplication (*) and division (/).

For example, all weights in the Transaction table are stored in pounds. To convert the weight to tons before exporting, enter "/2000" in the calculation field.

Value True, Value False, Boolean Value

At times you may need to export values based on a simple compare condition. If the condition is true, export one value. If it is false, export another value.

For example, if the tax code stored with a transaction is "Exempt" then export one (1), otherwise export zero (0). This conversion can be performed as follows:

Boolean Value Enter the compare value. In this example "Exempt". True Value Enter the value you wish to export if the tax code field

equals "Exempt". In this example, one (1). The value

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entered is not limited to one character.

False Value Enter the value you wish to export if the tax code field

does not equal "Exempt", In this example, zero (0). Again, the value entered is not limited to one character.

Format String

The data exported can be formatted using standard Visual Basic format strings.

Justification

Fixed width fields can be justified left or right.

Quote/Delimit String

The general formatting options allow for quotes around numeric fields, character fields, all fields or no fields. You may run into a case where the import/export text file does not follow these general rules and requires that specific fields be enclosed in quotes. Enter the letter Q to enclose the currently selected field in quotes. Enter N if not enclose in quotes.

The general formatting options allow for fields to be either tab or comma delimited. You may run into a case where a special character other than tab and comma is being used for a field delimiter. Enter the decimal value for the special delimiter character in angle brackets (<>). For example, if the currently selected field is delimited by the pipe character (|), then enter <124>.

The quote and delimiter values are combined into one field, both being optional. Following are a few examples:

Q Encloses field in quotes ("). <124> The delimiter for this field is the pipe character (|). Q<124> The field is enclosed in quotes and the delimiter is a pipe

character.

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SQL Update Utility

At times it is advantageous to be able to update the database using SQL statements. This is a very powerful tool and cannot be used directly without obtaining the SQL code and a "good for the day" password from Fairbanks Scales

How to Get Here

Admin->Utilities->SQL Update

Field Descriptions

Password Text Box

Enter the password supplied by Fairbanks Scales to gain access to the SQL Update screen.

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SQL Update Utility

Update Screen

At times it is advantageous to be able to update the database using SQL statements. This screen allows you to modify an SQL statement and execute it against the database.

How to Get Here

Admin->Utilities->SQL Update->Enter Password

Field Descriptions

Select a Previously Saved Query

This drop down contains a list of all previously saved queries. SQL queries are saved in text files (name.qry) and stored in the SQL sub folder within your application folder.

SQL Statement to be Executed

This box displays and allows you to update the SQL statement.

File Name

The file name used to store the SQL statement in the SQL sub folder. The qry extension is automatically added to the file name.

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Description

Enter a description for the SQL query. This is the description that will appear in the drop down list.

Run Button

Click this button to run the SQL query. The message "SQL Running" will appear in the status bar and remain until the query completes. If successful, the status bar message will change to "SQL update ran successfully", otherwise and error message box will be displayed.

Save SQL Button

Click this button to save the SQL statement in the SQL sub folder.

Delete SQL Button

Click this button to delete the SQL statement from the SQL sub folder.

Quit Button

Click this button to quit the SQL Update Utility.

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Company Data

Use this screen to enter your company name and address. If you have multiple sites running this program, you must uniquely identify each site with a code entered here.

How to Get Here

Admin-->Preferences-->Company Data

Field Descriptions

Name

This is a 40 character field containing your company name. This name will appear at the top of all reports, invoices and statements.

Address, City, State/Province, Zip/Postal Code, Phone, Fax

These are your company address fields.

Site

Your company may have multiple sites. Enter a one character code that uniquely identifies this site. This code is recorded with each ticket processed at this site.

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Scale Port

Setup Screen

This screen is used to configure the two scale ports on the Weigh screen.

How To Get Here

Admin-->Preferences-->Scale Port 1 (or Scale Port 2)

Field Descriptions

Scale Label

This label will appear above the scale indicator in the Weigh screen.

Baud Rate, Data Bits, Stop Bits, Parity, Flow Control

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These fields are only used when the scale indicator is connected to one of your PC's serial (COM) ports. Select the baud rate, data bits, stop bits, parity and flow control settings for the serial port. These settings must agree with the corresponding settings in the scale indicator.

Device Type

Select your scale indicator type. This drop down list contains a list of all the preprogrammed setups that are available. If yours is not listed, we recommend you call Fairbanks Scales for assistance in adding your indicator.

Connector

This list displays all the possible serial port connections that can be used to connect the scale indicator to your PC. The list contains COM1 through COM8 even though you may not have all these ports available. If you attempt to use an unavailable serial port, you will receive the error message "Error 68 - Device Unavailable" when you test the connection (see Test button).

There are two special settings in the connector list: SIM and MANUAL. When SIM is selected, the scale indicator in the Weigh screen will be configured with a scroll bar. The weight on this indicator can be scrolled in increments of 3000 units. When MANUAL is selected, the scale indicator in the Weigh screen will display the word "Manual". When this indicator is active, the operator can type values into the weight fields.

Zero Command

Some indicators can be zeroed by sending a command via the serial port. Enter the command here and select one of the end of command character sequences: CR (carriage return), LF (line feed) or CRLF (carriage return and line feed). When a zero command is entered, a zero button will appear along side the scale indicator in the Weigh screen. Clicking this button will send this command to the indicator.

Test button

Click this button to display the indicator test screen.

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Scale Port

Test Screen

This screen is used to test a scale port configuration using the serial port and scale indicator settings from the setup screen.

How To Get Here

Admin-->Preferences-->Scale Port 1 (or Scale Port 2)-->Test button

Field Descriptions

Serial Port Data Screen

The top control displays the data being received from the serial port. The sixteen leftmost columns (with two characters per column) are the hexadecimal representation of the data. The sixteen

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rightmost columns (with one character per column) are the ascii or printable representation of the data. Any unprintable characters are replaced by a period in these columns.

If the serial port settings are correct, you should be able to read the majority of the data on the right side of the screen.

Weight, Tare, Polarity, Units, Gross/Net, Motion, In Range

These fields are extracted from the serial data using the scale stream format for the indicator specified in the setup screen. If any question marks appear in these boxes then you probably have a incorrect indicator type specified.

Events

This column of radio buttons show the serial port events.

Errors

This column of radio buttons show the serial port errors. The error count will also be displayed next to the word "Errors". None of these buttons will light up and the error count will be zero if your serial port settings are correct.

Done button

Clicking this button will discontinue testing and return you to the setup screen.

Pause button

Clicking this button will turn off data from the serial port. The caption on the button will change to "Continue".

Continue button

Clicking this button will turn on data from the serial port. The caption on the button will change to "Pause".

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Fairbanks FB3000 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual