Rice Lake TransAct 2.0 User Manual

T ransAct 2.0

Scale Data Management Program

Installation &

Operation Guide

44476

KENWORTH

1.0 Overview and Menu Structures

Thank you for purchasing TransAct™ 2.0 for Windows®. This program will reduce labor costs, minimize human error, and increase data-handling capabilities in your truck scale operations. Both the standard Transact 2.0 program and the financial accounting version, Transact Plus 2.0 , provide the following features:

• Automatic ticket processing

• Fault-tolerant data recovery to

protect from system crashes

• Multilevel password protection

• Stores and combines up to three

tares per transaction—truck, trailer, and container

• Four user-definable categories to customize your application

• Configurable product rates

• Unlimited configurable ticket formats

• Interfaces to ticket, tape, journal, and laser printers

• Summary or detailed reports by customer account, tonnage, material

category, date, and transaction

• Compatible with barcode, magstripe, and RF interfaces

Additional features in Transact Plus 2.0:

• Prints customer invoice statements with detailed transaction data

• Complete payment tracking and financial reporting capabilities

® Windows is a registered trademark of Microsoft Corp. ™ TransAct is a trademark of Rice Lake Weighing Systems.

Overview

1.1 Menu Structure Diagram

User Login

Guest Operator Supervisor Administrator

Customer Accounts

Jobs

Permits

2.0 Installing TransAct for Windows

TransAct for Windows requires the following hardware and software:

• An IBM-compatible computer, 486-75 MHz or higher CPU

• At least 8 MB of RAM (16 MB RAM is highly recommended)

• A fixed hard disk with a minimum of 4 MB of available disk space

to install the program files

• VGA, SVGA, or higher resolution monitor

• DOS version 5.0 or higher

• Windows Version 3.1 or later running in enhanced mode

During installation, the setup program installs all of the files to run TransAct, the initialization files, and all icons associated with the program.

These instructions explain how to install TransAct on an individual workstation using Windows 3.1 or Windows 95. Before running the setup program, ensure that your system is currently running Windows 3.1 or higher. It is important to be familiar with the basic navigation techniques of using Windows. If you are not familiar with moving around in Windows, review your Windows User’s manual.

Note: Before beginning the installation, quit any open programs, then log off any networks to which your computer is connected.

2.1 Installation

Insert the TransAct diskette labeled Disk: 1 of 3 in drive A or B.

Windows 3.1:

Choose File | Run from the Program Manager menu.

Windows 95:

Select Start from the taskbar. Then click Run.

Installation

In the Command Line (3.1) or Open (95) field, type a:setup or b:setup depending on the disk drive you are using.

Windows 3.1:

Windows 95:

Click OK to start the installation program. A brief installation explanation prompt appears (below).

Thank you for purchasing TransAct for Windows 2.0. This installation program will install TransAct onto your hard disk.

If you have purchased a previous version of TransAct, this program will find it and suggest installation in the same directory. We strongly recommend you accept this suggestion.

Click OK to continue with the installation. TransAct automatically installs two category tables with common industry

standards. Solid Waste Application has categories for Hauler and Refuse and works well for a landfill or recycling operation. General Application has categories for Hauler and Material and is more suited to gravel, concrete, and similar operations. You can edit these tables later and add more categories to match your application more closely.

Select the type of application (Solid Waste or General) that more closely relates to your type of business.

Installation

The setup program looks for any previously installed versions of TransAct and recommends installation to that same directory. For a first time installation, the setup program recommends installation to the directory c:\transact. Unless there is a particular reason, do not change the directory.

Click OK to continue and accept the default installation directory. The TransAct setup program starts installing the program files, displaying a status bar to monitor the progress.

Default Installation Directory

When prompted, insert the remaining two installation disks. Click OK to continue installation.

The AUTOEXEC.BAT configuration file must include the command SHARE /F:5100 /L:500 for TransAct to run. If TransAct needs to add this command, the following message appears:

Click Yes to add the command and continue. The Windows 3.1 and Windows 95 Share program installs file-sharing and

locking capabilities. Windows for Workgroups uses the VSHARE command instead of the SHARE command. If TransAct needs to add this command, an additional message appears.

Yes to make the necessary changes and continue.

Click The following message appears when installation is 100% complete:

Installation of TransAct for Windows 2.0 is now complete. We are certain you will find this program a valuable asset to your truck scale operation.

Please contact your Rice Lake Weighing systems representative if you have any questions.

Click OK to continue.

Installation

A final dialog box asks if you want to reboot (restart) the system.

Remove the disk in drive A. Click Yes to reboot your computer system and allow the changes to take effect.

You have now completed the installation. Once you restart the computer, double click on the TransAct icon in the Program Manager to start the program.

Windows 3.1

Windows 95

2.2 Customizing TransAct

During installation, the program creates the transact.ini file, located in your hard drive c:\windows directory as shown below.

This file contains the program defaults for category names, category setup, tare legends, ticket formats, and other information used to run TransAct. After you become familiar with TransAct, you may want to change these defaults to customize the program for your business and your customers.

See Section 12.2 for more on modifying the transact.ini file.

Installation

Caution

Do not delete or move the transact.ini file. If you delete or move this file to another directory, you will not be able to access or run TransAct.

3.0 Starting and Exiting TransAct

3.1 Starting TransAct for the First Time

To start TransAct, double click the TransAct icon from the Program Manager (see below).

Windows 3.1 Windows 95

When you start TransAct for the first time, the following button selections appear.

End User Agreement Dialog Box

When you open TransAct for the first time, you must view and accept the terms of the licensing information before TransAct will run. Use the mouse to point and click View Agreement.

The license agreement is a Windows Write file. TransAct automatically opens the Write application and the license file; however, it does not automatically exit the Write program for you.

Once you have read the license agreement, an informational message appears to remind you to exit Write using the pull-down

File menu.

Click OK to continue and read the license agreement. Once you have read

Installation

the license agreement, select File | Exit to quit Write and continue with TransAct.

After reading the license agreement you must choose to accept the agreement before continuing. Click

Accept Agreement to continue.

If you select

Reject Agreement, TransAct closes and returns you to the

Program Manager.

3.2 Creating a Customer Database

The final step before using TransAct is to create the customer database. After accepting the license agreement, TransAct asks if you wish to build a database. This database provides the forms on which you will enter your customer accounts and other data.

Click Start Build. Another message appears, asking if you would like your database to contain sample information.

If you have never used a data management program like TransAct, we recommend installing this sample database to help you to learn how to use the program. The sample database contains fictitious customer accounts, trucks, and transactions. Once you are familiar with the program, you can overwrite or delete all of the information in the sample database and enter your own information.

Yes to install the sample database.

Click

No to install an empty database.

Click If you click

screen appears with a bar graphic to monitor the progress of the database installation.

Yes to install the sample database. A TransAct Database Utility

When the database installation is 100% complete, a message with a single OK button appears to signal a successful installation.

When you are familiar with the program, you can delete or overwrite the sample database information. Rather than overwriting each fictitious customer account in the sample database with your actual customer accounts, we recommend that you quit TransAct, then delete (uninstall) the entire TransAct program. The Uninstall program finds and deletes all TransAct files in your system. Note: The Uninstall program does not delete the categories or customer account files. You must manually delete these files. With a “clean slate,” you can then reinstall TransAct onto your system. Use the same installation procedure as before, except this time choose not to put

Installation

sample data into your database. Note: See Section 12.1 for the TransAct Uninstall/Reinstall procedures.

Click OK to continue. The TransAct program log in screen appears, and you are ready to begin.

See Section 6.0 to continue with log in directions and establish security access for all users.

3.2.1 Quitting TransAct

Click the Quit icon from the main menu toolbar to quit TransAct.

3.2.2 Database Recovery and Restoration

If TransAct closes abnormally, due to a power outage or system error, the database may become damaged. TransAct has a built-in tolerant structure to prevent losing information. By storing mini-backups of the database, TransAct can recover damaged databases.

When you start TransAct after a power outage or system error, the following message appears.

Continue to bring up a window with repair choices—Auto Repair,

Click Restore, and Done. Click Auto Repair to retrieve information from the last mini-save. A progress screen appears to monitor the repair process.

Caution

Recovery message appears to confirm that the recovery was successful. Click the

Done button to complete the recovery.

Do not use your computer while TransAct repairs the database.

Once TransAct repairs the database, a Database

Installation

Review the repaired database. If the database is not correct, you may want to restore your last backup. See Section 7.5.2 for restore backup procedures.

If you have any questions about the database recovery utility, call your distributor, or see Section 14.0.

4.0 Function Button Table

Many of the TransAct tables have a row of function buttons at the bottom of their tables (see below). The buttons are a convenient navigation shortcut to move around within the tables.

Function Buttons

The Function Button Table below describes each of these buttons.

Function Button Table

Create a new itemSave changes to the item

Undo unsaved changes to itemDisplay the first item

Delete the item from the listDisplay the previous item

Show a list of all itemsDisplay the next item

Display the last item

Note: In some tables, certain buttons are inactive (grayed out).

Function Buttons

5.0 Calendar Button

Several TransAct dialog boxes offer the Calendar button as an option for date entries. Click the Calendar button to access the Calendar (below).

Use the left/right arrows on either side of the year and month to select a new year or month. Click on the day of the month in the Calendar to select the day.

Click OK to close the Calendar window and display the selected date. Note: Click Cancel to exit the Calendar without changing the date.

Calendar

6.0 Logins and Passwords

The first time you open TransAct, you operate at the administrator level and can set up logins, passwords, and access levels for everyone who uses the program. Once the administrator has established these security items, only a user with administrator-level security access can view or change logins, passwords, and access levels.

Users with lower levels of security have restricted access to items in the TransAct program.

TransAct recognizes four access levels of users and restrictions:

Level 3 Administrator Read, set up, and update everything Level 2 Supervisor Read, update all except security logins Level 1 Operator Read all tables, add scale transactions Level 0 Guest Read selected tables only

6.1 Establishing User Access Levels and Logins

When opening TransAct for the first time (after you accept the License Agreement) a prompt appears asking for a Login Name and Password. The program assumes that the first user is the program administrator, so the access level for this screen is, by default, at the administrator level.

Type admin for the Login Name and press the Enter key. You do not need a password for this initial set up, so simply press Enter again. The next screen that appears is the User Table. The User Table allows the administrator to establish user logins, passwords, and access levels for all users.

12Logins and Passwords

If the User Table does not appear automatically, you can manually call up the User Table by clicking the Login… icon from the menu bar.

The User Table consists of a Login Name, Password, Security Level, and Real Name. Use the Tab key to move through entry fields, or click inside the entry field to edit. Enter an item in the field, then press Enter to move to the next entry field. See the following sections for entry field descriptions.

New in the User Table to create a new user screen.

Click

6.1.1 Login Name

Enter a Login Name for the first user (8 characters maximum), then press Enter. Note: Entries in this field are not case sensitive.

6.1.2 Password

Passwords are optional, but recommended to ensure a secure environment. Without password protection, any user can sign in as the administrator and make unauthorized changes to the database. Enter the password (8 characters maximum), then press Enter. Remember your password! The system asks you to verify this password later. Note: Entries in this field are not case sensitive. When entering a password, only an asterisk (∗) appears to symbolize a character.

6.1.3 Security Level

Click the single down arrow next to the Security Level box to display a drop-down box listing valid security levels.

Logins and Passwords

Security Levels

Use the mouse to click on the desired security level for the user. TransAct provides four levels of security.

Level 0—Guest level

Guest level users can only view tables such as Customer Accounts, Categories, and Permits in the program. A guest cannot edit tables, view weigh transactions, or create transactions.

Level 1—Operator Level

Operator level users can read, but not update, all tables. This level provides access to the Weigh form and allows an operator to view Quick Scan results, run reports, and perform all functions under Utilities.

Level 2—Supervisor Level

The Supervisor level allows access to everything in the TransAct program except Logins…. Supervisor level users are not allowed to add or delete users or reset passwords.

Level 3—Administrator Level

Only the Administrator can add or delete users and reset passwords. TransAct is packaged with an “admin” login set to the administrator level. Note: The admin login is not password protected when shipped. Because the administrator level has access to everything in the program, enter your own unique password at login.

14Logins and Passwords

6.1.4 Real Name

Type in the user’s first and last name. This field helps the administrator identify the logins in the future.

Save when you have completed all entry lines.

Click

6.2 Password Verification

After you have saved the completed User Table, an additional window appears asking you to verify the password.

Password Verification

Retype the password you entered in the User Table. Press Enter key to continue. If the password is incorrect, the following message appears: Password verification failed.

Click OK and enter the correct password. If you entered the password correctly, the following message appears:

Password change successfully verified. Click OK to continue.

Logins and Passwords

6.3 Viewing Valid User List

Click Find from the User List to view a list of all users currently set up to use the program.

List of Valid Logins and Users

Click on any User Name to see (and/or change) the User Table for that entry.

Done when you have finished, and the list is correct.

Click

Print to print the user list.

Click

6.4 Operator Login Directions

After the administrator has established logins and passwords, the Login Form appears each time you start the TransAct program. Note: All the menu buttons are inactive (grayed out) until you enter a login. Depending on the access level of that login, some or all menu buttons will become active when the program opens.

16Logins and Passwords

Program Login Prompt

To log in, enter the Login Name, then press Enter. Enter the Password, then press Enter.

TransAct opens with the About TransAct screen (below). You can open any active menu item by clicking on the associated icon in the main menu toolbar..

Serial # TR0006 Version 2.0

Other brands and products are trademarks of their respective holder/s.

Logins and Passwords

7.0 Administration—Setting Up TransAct 2.0

This section describes commands and submenus under the Admin… icon of the main menu toolbar.

Click the Admin… icon to view the available submenus. Note: Some features are only available in TransAct Plus 2.0. These features are marked Plus Only in this manual.

The submenus allow you to create detailed Customer Accounts for your database, complete with IDs and tares for each customer’s fleet of trucks, trailers, and containers. You can build tables for each customer’s selected Categories and create Permits for others who may be authorized to use a customer’s account.

Admin… also has database Utilities to save, backup, restore, and archive files.

Use the Preferences submenus to set up tickets and establish communication between your scale, printer, and computer.

7.1 Setting Up Customer Accounts

Use Customer Accounts to create and edit customer accounts. All weigh transactions are attached to a customer account in some way.

To begin creating or editing customer accounts, click the Admin… icon from the main menu toolbar. Select Customer Accounts and click the left mouse button. Note: Those menu selections with an arrow next to them display another pull-down menu when selected.

The Customer Accounts Table appears, showing information for the first customer in the customer account table. If you chose to install a sample database, TransAct fills in the customer information. If you have not installed the sample database, there are no customers yet. The customer account window will show customer number 0 and all blank fields. Begin entering information for your first customer in the Customer Account Table fields.

Click Ne

Admin

w to create a new customer account.

Customer Account Table: General Information

7.1.1 Customer Number, Name, and Address

Every customer account must have a Customer Number (10 digits maximum) and Name (40 characters maximum).

You can enter address information for the customer, but an address is not required. Enter the address information in the Address, City, State/Province, and Zip/Postal Code fields of the Customer Account Table.

7.1.2 Ticket Type

Each customer account can default to a specific ticket format that you design. TransAct comes with a ticket format pre-designed for you, named default.gtk (shown at right). However, you can create your own custom tickets. Note: See Section

12.4 for more information on creating you own tickets.

Stillson County Landfill Ticket: 3777 T & J Services

Vehicle: 4 Container: 101 Time In: 04/18/97 11:14:22 AM Time Out: 04/18/97 11:18:05 AM In: 7740 lb Out: 7300 lb Net: 440 lb = 440.0 lbs Non-Hazardous Asbestos

@ $0.02 per lb Total Charge: $8.80 Amount Paid: $0.00

[Notes Info]

[Special Ticket Info]

Admin

7.1.3 Default Categories (Hauler/Refuse)

Default categories are intended to simplify weigh form processing and eliminate the need to select a main category each time the customer comes into the landfill. For example, if a customer brings garbage into a solid waste landfill 95% of the time, you could use Garbage as a default category. When creating customer accounts, you can set default items for each category. TransAct then automatically enters the default category item into the Categories text box on the weigh forms.

Click the single down arrow

to the right of the main category name to display a drop-down list containing all of the items in a main category. Click on the item you want as the default for the customer account. All category fields automatically fill with item None. TransAct uses the default items when the operator creates transactions in the Weigh form, unless the operator changes the items.

Selecting Items in Refuse Category

Note: When operating in Unattended mode, you cannot change the default category during the transaction. Use caution when setting up default category items. Be certain this is the only material the account will haul. You can edit the ticket using Quick Scan, if necessary (see Section 10.1). Verify how the unattended system works. If the unattended system is able to prompt the hauler to enter a code, leave all category items set to None.

Admin

TransAct permits you to assign four main categories to each account. For simplicity, TransAct initially installs only two categories. There is no limit to the number of items you can enter under each main category. See Section

7.4 for more information on setting up categories. You can modify main categories and assign them different names to make

TransAct more appropriate for your application. Only an administrator with computer experience should perform this procedure, as it entails opening special initialization (.ini) files in the TransAct folder on the hard drive. See Section 12.2 for more information about using .ini files.

7.1.4 Hotlinked Buttons

From the Customer Account Table, you can jump directly to the screens needed to set up accounting information, truck ID’s and tares, container ID’s and tares, and pup trailer ID’s and tares. Make those jumps by clicking the hotlinked buttons (see below) near the bottom of the Customer Account Table.

TransAct allows each account to use three different tare types: Truck, Container, and Pup Trailer. You can change these tare names in the TransAct initialization file( for example, you can change Container to Boxes). See Section 12.2 for more information.

When using tare weights during a transaction, TransAct calculates the total of all tares for the transaction and applies the total toward the net weight.

Accounting Info (Plus Only)

Click Accounting Info… to display accounting information for the customer account. The Customer Accounting Info window allows the user to adjust previous and current balances, revoke an account, activate account invoicing, require the customer to pay in cash, or select a tax exempt account.

Admin

Customer Account T able

If you mark an account as revoked, TransAct warns you during the transaction. Note: If the scale is in Unattended mode, a vehicle from a revoked account cannot activate a weigh transaction.

The Customer Account Table contains a row of function buttons you can use to navigate within the table. See Section 4.0 for button descriptions.

Note: The Ne

w button is not available in this table. TransAct generates

Customer Accounting Info tables from completed transactions. You cannot manually set up the Customer Accounting Info table.

Save to save all changes made to items in the Customer Account

Click Table. Note: The system warns you if you make changes and try to continue without clicking Save.

Click General Info… to return to the Customer Account Table.

Truck… (Tare 1)

You can attach a list of trucks with their recorded tare weights to each account. When a truck with a recorded tare enters the scale, TransAct automatically uses the tare for the transaction. The tare appears as Weight Out for an incoming transaction and as Weight In for an outgoing transaction. Click the Truck… hotlink button to view the Truck List (shown at right).

Admin

Truck List

Click on the column headings to begin creating a list of trucks and tare weights. To edit an existing truck from the sample database, click on the truck Number. The Truck Table appears (below).

Truck Table

Click New to create a new truck from a blank table. The Truck Table contains the following items:

Truck Number

An alphanumeric ID for the truck (10 characters maximum). Note: An account cannot have duplicate truck numbers; however,

other accounts can use the same truck number.

Tare Weight

The tare weight of the truck (up to 10 digits maximum).

Expiration Date

The date after which the truck activates a warning when the driver tries to weigh the truck. TransAct will not weigh a truck with an expired tare date. To set a new expiration date, click inside the date box and enter the new date, or use the Calendar button. See Section

5.0 for Calendar button description.

Maximum Legal Weight

The weight that the truck should not exceed. If the truck is over this maximum weight, TransAct will not allow the operator to complete the transaction.

Admin

Badge Number

The number assigned to an ID badge, used to identify a customer vehicle or account (10 characters maximum). The badge number must be identical to the number entered into the database.

Weigh Only

Check this box if the badge assigned to a truck is for a weigh only or check weight application. Only the date, time, and weight print on the ticket, and TransAct does not record the transaction. Example: If a company allows the public to use their scale, the driver pays a fee to receive a badge. With their truck on the scale, the driver swipes the card to have their weight printed on a ticket. The driver then returns the badge to the office.

Container Required / Pup Trailer Required

When a truck requires a Container or Pup Trailer during the weigh process, TransAct will not store or print the truck weight information until the driver also selects a Container or Pup Trailer. Click in the Container and Pup Trailer Required option box to enable this function.

Click

Save to store each completed Truck Table screen. Done to return to the Trucks List.

Click

Done again to return to the main Customer Account window.

Click

Container… and Pup Trailer… (Tare1 and Tare 2)

Each customer account can have a list of both Containers and Pup Trailers with stored tare weights. TransAct adds Container and Pup Trailer tare weights to the truck’s tare weight to generate the total tare weight for the transaction.

Click either the Container… or Pup Trailer… hotlink button to view the Container or Pup Trailer List with existing numbers and tare weights for the account.

Click on the column headings to begin creating a list of container or pup trailer tare weight. To edit existing information, click on the number. The Container Table or Pup Trailer Table appears.

Admin

Container List

Click Ne descriptions.

The Container / Pup Trailer Table contains the following items:

w to create a new item. Note: See Section 4.0 for function button

Container Number

Each item must have an alphanumeric Container / Pup Trailer Number (10 characters maximum).

Tare Weight

The tare weight, if used, can be up to 9 digits.

Expiration Date

The date after which the truck activates a warning when the driver tries to activate the Container or Pup Trailer function. TransAct will not weigh a truck with an expired container or pup trailer date. To set a new expiration date, click inside the date box and enter the new date, or use the Calendar button. See Section 5.0 for assistance.

Click

Save to save a Container or Pup Trailer item. Note: The system warns

you if you have made changes and try to continue without clicking Save.

Done to return to the Truck List.

Click

Done again to return to the main Customer Account Table.

Click

7.1.5 Viewing and Selecting Customer Accounts

Click Find from the Customer Account Table to view a list of all customer accounts.

Double-click on the Account Name to edit an account.

Print to print the customer account list.

Click

Done to return to the Customer Account Table.

Click

Admin

7.2 Job Table (Plus Only)

Use the Job Table to monitor specific jobs and their cost, organize transactions, setup default bill-to accounts, and define special rates. The Job Table consists of an alphanumeric Job Code, Description, Hauler Account, Bill-To Account, and special Rate section. The special Rate section is limited to five individual category items and one All Other category item. You can start a weigh transaction by selecting a job. Select Admin…  Jobs to access the Job Table.

Click New to set up a new Job Table. Click inside the box and enter the Job Code (alphanumeric, up to 10

characters including spaces) and job Description (alphanumeric, up to 30 characters). Click the single down arrow to select an account from the drop-down list.

Click the single down arrow next to the Bill-To Account box to select an account from the drop-down list. You must select a Bill-To Account even if it is the same as the Hauler Account. Note: Depending on the List Order you selected from the Weighing Options window, you can enter the account by typing a Code or Description (see Section 8.1.5). Use the Esc key to clear any mistyped information.

next to the Hauler Account box

7.2.1 Individual Category Items

You can assign special Rates, Amount Limits, and Charge Limits to as many as five Category items. The only items available in the Job Table are those category items that have attached rates. Use the midsection of the Job

Admin

Table window to setup special Rates and Limits for these Category items.

Note: The Category name to which the rates are attached appears as the rate heading. Examples in this section use the Category name Refuse 1.

During a weigh transaction, all Category items are available. If you select a Category item with a special Rate, TransAct uses the special rate to calculate the total charge. TransAct uses rates from the Measured Rates table to calculate the total charge for those category items without a special rate attached.

Click inside the Category box. Use the single down arrow

next to the

Category box to select a category from the drop-down list. Once you select a category item, click inside the first Rate box to enter a special rate. When you leave a special rate at zero, TransAct uses the rates from the Measured Rates table to calculate the total charge (see Section 9.4).

Use the Amount Limit box to enter the limit the item should not exceed for the job. If the transaction exceeds the Amount Limit, TransAct displays a warning during the transaction but does not stop the transaction.

The Total Amount box displays the total amount of the item used for the job. Use the Charge Limit box to enter a dollar amount the category item should

not exceed for the job. Again, if the transaction exceeds the Charge Limit, TransAct displays a warning but does not stop the transaction.

Admin

Example: The above table shows a Charge Limit of $500.00 for Refuse type MSW Commercial. The operator already billed this account for $540.00 of this Refuse type. During the next weigh transaction, the following warning appears: The accumulative charge for Refuse 11 has exceeded the Job Limit.

Note: The “limit exceeded” message for the Amount and Charge Limits is only a warning. TransAct still records the transaction.

Click OK to save the transaction and continue. The Charge Total box displays the total charge for the item used in the job.

When the operator receives payments during a transaction, or enters them using Quick Scan (see Section 10.1), the total item credit appears in the Total Credits box. To record payments using the Payment/Credit form under Accounting, select the job and category item to apply the payment toward. Click

Save to store the payment.

Note: To remove a category item from a Job Table, set the item back to None. Remember to set all rates and limits back to zero as well. Do not use

elete button to set all rates and limits back to zero! The Delete button

the D erases the entire Job Table!

To select the next category item, click Ne

xt Category.

Click inside the Category box to select another category item. Enter the item’s special Rates, Account Limits, and Charge Limits.

Save to store the changes.

Click

Admin

7.2.2 All Other Category Items

The category for All Other works the same as the other five category items. Total Amount, Charges, and Credits for transactions using a category item not defined in the Job Table appear in the All Others item section. A rate entered for the All Others item will override any Measured Rate setup for all other category items.

Example: The operator has defined ten category items for the category type Refuse. In a Job Table, the operator set up two of the items to use a special rate, i.e. Refuse-1 and Refuse-2. If the operator enters a rate in the Refuse-All Others item, TransAct uses that rate to calculate any charges for the other eight category items.

Click

Save to store the changes to all category items.

7.3 Permits (Plus Only)

Use Permits to setup individual “subaccounts” within a Customer Account. For example, a township may allow several of its residents to use the landfill under the township’s customer account. However, the township would like to keep track of the residents using the landfill under their account. Using the Permits section, you could assign individual permit numbers to each township resident using the township’s customer account. You could include the resident’s name, address, driver’s license number, license plate number, and issue/expiration date in Permits.

Select Admin…  Permits to access the Permits table and begin creating or editing permits.

Active Disposal & Recycling, Inc.

P.O. Box 637

WI 54390- (609) 254-7278

L153-1111-2222-33 LTF-947

WDNR License No. 10531

1/1/1997 12/31/1999

3 Active Disposal & Recycling, Inc.

0.000

Valid

Admin

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