PUBLIC DOMAIN SOFTWARE
GPO BOX 2245
ADELAIDE,
S.A. 5000
AUSTRALIA
Ph (08) 211 7575
VOLUME 1 ISSUE 1 January 1985
IN THIS ISSUE:
A WORD FROM THE EDITOR 3
COPYRIGHT PROTECTION 3
THE ROLE OF THE PUBLIC DOMAIN SOFTWARE 3
SUPPORT FOR THE PUBLIC DOMAIN SOFTWARE 4
REPORTING BUGS TO US 4
WHAT PROGRAMS WOULD YOU LIKE TO SEE IN PDS 5
WHY NOT PLACE SOME OF YOUR OWN SOFTWARE IN THE PUBLIC DOMAIN 5
LAST MINUTE ALTERATIONS (READ.ME FILES) 5
THE DATAFLOW ACCOUNTING SYSTEM - PART A - INTRODUCTION
1. OVERVIEW 7
2. SETTING UP THE SYSTEM 8
2.1 RUNNING THE SYSTEM FOR THE FIRST TIME 9
2.2 DAILY STARTUP 9
THE DATAFLOW ACCOUNTING SYSTEM - PART B - OPERATING INSTRUCTIONS
1. ENTER ORDERS 11
2. PRINT ORDERS 14
3. BACKORDERS AND FREIGHT 14
3.1 ENTER AND BACKORDERS 15
3.2 ADD FREIGHT CHARGES TO INVOICE 16
4. PRINT INVOICES 16
5. PRINT STATEMENTS 17
6. FILE MAINTENANCE 17
6.1 TO CHECK THE LAST FEW ENTRIES 18
6.2 END OF MONTH PROCEDURES 19
6.3 EDIT MENU 19
6.4 RECOVER DISK SPACE 24
7. CREDITS 24
7.1 PAYMENTS RECEIVED 25
7.2 GOODS RETURNED FOR CREDIT 25
8. GENERAL LEDGER 26
8.1 ENTER DEBITS 27
8.2 CHECK-OFF PRESENTED CHEQUES 28
8.3 GENERAL LEDGER REPORTS 28
9. BACKORDER MAINTENANCE 28
9.1 MENU FOR DISPLAY OF BACKORDER MENU 29
9.2 CANCEL ANY BACKORDERS SHIPPED OR NOT REQUIRED 31
9.3 WRITE ORDERS FROM THE BACKORDERS 31
10. ENTER STOCK RECEIVED 34
11. REPORTS 35
� 11.1 AGED TRIAL BALANCE 35
11.2 CUSTOMER LIST 36
11.3 CUSTOMER MAILING LABELS 36
11.4 OVERDUE LETTERS 36
11.5 SALES TAX REPORT 37
11.6 TRADING REPORT 38
11.7 PRODUCT SALES HISTORY 38
11.8 STOCK REPORTS 39
11.9 SUNDRY LABELS 40
12. INSTALLATION MENU 40
12.1 INSTALL COMPANY NAME 41
12.2 INSTALL PRINTER ROUTINES 41
12.3 RE-INIALISE MEMORY FILES 43
12.4 RESET FORM NUMBERS 43
12.5 CLEAR OUT ALL DATA FILES 43
13. HELP 44
14. EXIT PROGRAM 44
15. PRICING CALAULATIONS 44
16. SALES TAX 45
THE DATAFLOW ACCOUNTING SYSTEM - PART C - TECHNICAL NOTES
1. FILE STRUCTURE 47
2. INDEX FILES 50
3. MEMORY FILES 51
4. REPRINTING ORDERS, INVOICES & STATEMENTS 51
PA
�
A WORD FROM THE EDITOR
Welcom� t� th� firs� issu� o� P.D.S�� Ou� purpos� i� t� publis� �
goo� qualit� softwar� fo� th� mos� popula� busines� computer� a� �
� nomina� cos� t� ou� subscribers�� W� d� thi� b�� publishin� �
softwar� whic� ha� bee� place� i� th� publi� domai� b�� it� �
authors�� Eac� mont� �� yo� receiv� � dis� i� th� forma� o� you� �
choic� containin� � numbe� o� program� plu� printe� documentatio� �
i� magazin� form�� th� program� ar� biase� toward� busines� �
application� an� includ� accountin� system� ��� datᠠ bas� �
applications�� administratio� systems�� spreadshee� applications� �
mathematica� an� scientifi� applications� utilitie� an� games� W� �
believ� tha� eac� subscribe� will�� i� th� cours� o� 1�� months� �
obtai� softwar� relevant t� hi� o� he� compute� applicatio� whic� �
will repay the cost of the subscription many times over.
COPYRIGHT PROTECTION
Jus� becaus� softwar� ha� bee� place� i� th� publi� domai� doe� �
no� mea� tha� i� i� fre� o� copyrigh� protection�� true�� som� �
program� hav� bee� aroun� s� lon� an� modifie� b� s� man� peopl� �
tha� ther� i� n� clea� copyright holde� bu� th� majorit�� o� �
publi� domai� softwar� i� a� securel� protecte� b� th� copyrigh� �
law� a� � commercia� progra� yo� ma� pa� hundred� o� dollar� for� �
Th� differenc� bein� tha� th� author� o� publi� domai� softwar� �
encourag� peopl� t� freel� cop� an� distribut� thei� program� �
whils� th� author� o� commercia� softwar� d� not�� I� i� th� fir� �
polic�� o� P.D.S�� t� honou� th� copyrigh� restriction� place� o� �
softwar� b�� it� authors�� W� wil� no� b� participatin� i� th� �
piratin� o� softwar� i� an� way.Th� cos� o� � subscriptio� t� �
P.D.S�� cover� th� cost� o� th� diskettes� preparin� an� printin� �
th� documentation�� suppor� an� o� cours� administration� packin� �
an� postage�� N� charg� i� mad� fo� th� softwar� itself�� i� �
keepin� wit� th� copyrigh� restriction� place� o� mos� publi� �
domai� software�� I� fact�� a� $1� pe� issue�� publi� domai� �
softwar� supplie� throug� P.D.S�� i� cheape� tha� fro� mos� �
Australia� distributor� wh� generall� charg� $1� pe� dis� plu� �
postag� withou� an� documentatio� o� support!
THE ROLE OF PUBLIC DOMAIN SOFTWARE
Publi� Domai� softwar� wil� neve� b� � complet� substitut� fo� �
commerciall� produce� software�� Softwar� suc� a� dBaseII�� Lotu� �
1-2-3� Framewor� etc� coul� neve� originat� i� th� publi� domain� �
Thes堠 an䠠 man�� othe� program� represen� milestone� o� �
developemen� whic� nee� th� potentia� o� hig� reward� fro� �
commercia젠 sale� t� justif�� th� hig� cos� an䠠 ris렠 o� �
developement�� However� usin� thes� an� othe� developemen� tools� �
programmer� hav� develope� � grea� variet�� o� application� �
software�� � proportio� o� thes� application� fin� thei� wa� int� �
th� publi� domai� wher� the� ma� b� freel� use� b�� anyone�� Yo� �
ma�� b� wonderin� wh� programmer� woul� giv� awa� th� result� o� �
thei� labour� whe� the� migh� otherwis� sel� the� man�� time� �
over�� Th� majo� reaso� i� usuall�� tha� th� programme� ha� �
develope� th� progra� fo� � specifi� se� o� circumstance� an� ��tha� h� o� sh� i� no� intereste� i� th� additiona� wor� tha� i� �
require� i� convertin� suc� a programm� int� � packag� wit� n� �
guarante� tha� i� wil� b� � commercia� success�� Man� programmer� �
ar� no� particularl� attracte� t� th� marketin� an� PR wor� tha� �
goe� wit� sellin� commercia� softwar� o� i� th� grea� dea� o� �
suppor� tha� i� necessar� i� th� packag� doe� sel� well�� O� th� �
othe� hand�� b�� placin� th� progra� i� th� publi� domai� th� �
autho� bear� n� responsibilit� fo� it� performanc� bu� doe� hav� �
th� satisfactio� o� seein� hi� program� use� widel� an� hi� fam� �
spread�� I� general�� therefore�� ther� i� n� forma� suppor� fo� �
program� whic� ar� i� th� publi� domain�� A� least�� tha� wa� th� �
case before PDS.
SUPPORT FOR PUBLIC DOMAIN SOFTWARE
I� i� ou� polic� t� suppor� th� publi� domai� softwar� whic� w� �
publish�� Thi� suppor� take� th� for� o� correctin� "bugs� �
reporte� t� u� b� ou� subscriber� an� i� th� deman� warrent� it� �
addin� enhancement� an� additiona� feature� t� programs�� Fo� �
example�� whils� th� dataflo� accountin� syste� publishe� i� thi� �
issu� ha� bee� i� us� i� severa� businesse� fo� abou� � years� w� �
hav� n� doubt� tha� som� bug� wil� cro� u� a� hundred� mor� star� �
usin� it�� Thes� bug� shoul� b� reporte� t� us�� i� writing� �
Extremel�� seriou� bug� (hopefull� non-existent� wil� b� attende� �
t� urgentl� an� th� fixe� publishe� i� th� nex� availabl� issue� �
Les� seriou� bug� wil� b� "store� up� fo� � littl� whil� the� �
tackle� en masse an� th� fixe� publishe� i� � late� issue�� quit� �
possibly with some enhancements.
REPORTING BUGS TO US
I� yo�� thin� yo�� hav� foun� � bu� i� on� o� th� program� �
published, please do the following:-
a�� Doubl� chec� tha� th� proble� i� i� th� progra� an� no� th� �
�����dat� o� th� metho� o� operation�� Fo� example�� whe� w� wer� �
�����testin� dataflo� w� foun� tha� som� progra� module� whic� �
�����ha� operate� satisfactoril� fo� months�� suddenl� seeme� t� �
�����b� throwin� u� synta� errors�� Close� investigation showe� �
�����tha� w� ha� bee� usin� dumm� dat� whic� ha� � vita� fiel� �
�����blan� thu� causin� th� problem�� thi� woul� neve� occu� i� � �
�����rea� life� o� course� So� d� chec� wha� yo� hav� bee� doing� �
�����thoroughly�� Also�� pleas� chec� th� program'� documentatio� �
�����t� ensur� tha� yo� ar� usin� th� correc� versio� o� an� �
�����commercia� softwar� necessar� t� ru� it� Fo� example� i� yo� �
�����tr�� t� ru� dataflo� unde� � versio� o� dBASEIɠ whic� i� �
�����earlie� tha� 2.� yo� wil� encounte� "bugs� galore!
b� I� th� progra� create� dat� disks�� us� � cop� o� th� backu� �
�����disks an� tr� t� repea� th� problem� I� yo� canno� repea� i� �
�����wit� thes� disks�� i� i� likel� tha� you� curren� dat� ha� �
�����bee� corrupte� someho� an� yo� shoul� restor� th� backu� �
�����file� an� reente� an� subsequen� data.
c�� I� al� th� indication� ar� tha� yo� hav� com� acros� � rea� �������bug�� writ� � lette� clearl� describing th� proble� an�th� �
�����sequenc� o� command� etc�� whic� wil� enabl� u� t� reproduc� �
�����it�� I� w� can'� recreat� i� here�� w� can'� fi� it� D� mak� �
�����sur� tha� yo� tel� yo� tel� u� wha� sor� o� compute� yo� ar� �
�����usin� an� th� operatin� system.
d� I� th� bu� i� serious� yo� ma� prefe� t� sen� � se� o� disk� �
�����t� u� a� wel� a� th� letter�� The� wil� b� returne� whe� w� �
�����hav� finishe� wit� them�� I� yo� d� sen� disk� pleas� mak� �
�����sur� th� labe� o� eac� dis� carrie� you� nam� an� address� �
�����th� nam� o� th� program� th� typ� o� computer� th� operatin� �
�����syste� an� th� dis� format�� It'� no� muc� goo� i� w� can'� �
�����rea� th� disks!
e� PLEAS� D� NO� TELEPHON� U� T� DISCUS� BUGS
�����Ou� telephon� i� staffe� b� administrativ� personne� no� �
�����programmer� s� th� resul� wil� b� unsatisfactory� If� i� th� �
�����future�� ther� i� sufficien� deman� fo� � telephon� hot-lin� �
�����servic� w� wil� conside� establishin� on� bu� a� additiona� �
�����charg� woul� certainl� b� necessary.
f� Whe� w� hav� fixe� th� bug,w� wil� publis� i� fo� al� t� se� �
�����a� explaine� above�� A� � genera� rul� w� wil� no� writ� �
�����directl��� t� yo�� apar� fro� sendin� � standar䠠 car� �
�����acknowledgin� receip� o� you� letter.
WHAT PROGRAMS WOULD YOU LIKE TO SEE IN PDS
Microprogrammin� i� highl� interactiv� an� tha� i� jus� ho�� w� �
wan� PD� t� be� I� futur� issue� ther� wil� b� � Reader'� Letter� �
column�� W� urg� yo�� t� writ� i� wit� you� suggestion� fo� �
program� yo�� woul� lik� t� se� publishe� - wh� knows�� anothe� �
reade� migh� hav� develope� jus� th� progra� yo� nee� an� wil� b� �
encourage� b�� you� interes� t� plac� i� i� th� publi� domain� �
Thi� colum� wil� als� b� useful� t� see� hel� an� advice�� no� �
onl�� fro� u� bu� als� fro� othe� reader� abou� anythin� t� d� �
wit� publi� domai� software.
WHY NOT PLACE SOME OF YOUR OWN SOFTWARE IN THE PUBLIC DOMAIN?
I� i� ou� ai� tha� aproximatel� 50� o� th� softwar� w� publis� �
shoul� b� newl� release� t� th� publi� domain�� I� w� ar� t� �
achiev� tha� aim� w� mus� fin� suitabl� softwar� whic� i� alread� �
i� use� I� yo� hav� writte� program� fo� you� ow� o� someon� els� �
an� ar� th� clea� copyrigh� owner�� wh� no� offe� i� t� u� fo� �
publication�� Th� reward� wil� mainl� b� the kudo� o� seein�you� �
wor� widel�� circulate� althoug� w� d� pa� � smal� publicatio� �
fee�� I� yo� ar� intereste� i� becomin� � "publi� domain� author� �
writ� t� u� outlinin� th� program� involve� an� w� wil� tak� i� �
up from there.
LAST MINUTE ALTERATIONS
The�� d� happen�� Mayb� w� fin� � bu� afte� th� documentatio� ha� �
gon� t� th� printer'� o� pu� i� � las� minut� enhancemen� whic� ��w� wer� no� sur� w� woul� hav� tim� for�� Whateve� th� reason� �
som� issue� wil� nee� som� elevent� hou� amendment� t� th� �
documentation�� Wha� bette� t� d� i� tha� t� pu� � tex� fil� o� �
th� disk�� An� that's exactl� wha� w� wil� do� I� wil� usuall� b� �
calle� �� REA� ME� althoug� sometime� ther� ma� nee� t� b� mor� �
tha� on� suc� fil� s� the� coul� b� calle� README�� XX� wher� XX� �
wil� b� differen� fo� eac� fil� an� wil� refe� t� program� o� th� �
disk�� I� an� event�� alway� loo� fo� an� READ.MРfile� befor� �
runnin� th� programs�� Yo� ma� us� th� TYP� comman� unde� eithe� �
MSDO� o� CP/� t� rea� th� fil� o� th� scree� and�� o� course� yo� �
ma�� us� tha� comman� i� conjunctio� wit� CTR� � t� mak� � har� �
copy on your printer.
= OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO =
PA
�.HE THE DATAFLOW ACCOUNTING SYSTEM
PART A - INTRODUCTION
1. OVERVIEW
Th� dataflo�� accountin� syste� i� i� dail� us� i� �number of �
successfu� smal� businesse� i� Australia�� I� i� intende� fo� a� �
Importer/Wholesale� sellin� t� accoun� customer� an� provide� th� �
function� of:-
- Debtor's Ledger
- Stock Control
- Order Entry
- Preparation of Packing Slips
- Invoicing
- Back Order Management
_ Expense register (simple General Ledger)
I� writin� th� software� th� autho� aime� t� kee� i� a� simpl� t� �
us� a� possibl� an� too� th� existin� manua� syste� a� � model� �
Th� wor� organisation fo� whic� thi� softwar� i� intended�� i� a� �
follows:
1.���Al� customer� mus� hav� a� accoun� opene� fo� the� befor� �
�����transaction� ca� b� entered�� Th� singl� exceptio� woul� b� �
�����th� establishmen� o� � Cas� Sale� accoun� t� cate� fo� �
�����casua� customers�� Th� prim� mean� o� findin� � custome� i� �
�����vi� it� name.
2.���Eac� produc� fo� sal� mus� hav� � stoc� accoun� opene� fo� �
�����i� containin� basi� informatio� suc� a� produc� code� �
�����description�� cost�� Bas� wholesal� price� quantit� i� stoc� �
�����etc� Th� prim� mean� o� findin� � produc� i� vi� it� produc� �
�����cod� bu� product� ca� als� b� locate� throug� � "Brand� �
�����facilit�� which�� i� effect�� i� th� firs� wor� o� th� �
�����description.
3�� Whe� a� orde� i� recieve� fro� � customer�� i� i� "writte� �
�����up�� o� recorde� i� th� system�� Stoc� i� allocate� an� � �
�����packin� slip/cartnot� printe� showin� th� quantitie� o� eac� �
�����ite� require� an� th� price
4�� Th� print
in� o� packin� slips/cartnote� ca� b� suppresse� �
�����fo� order� wher� th� good� hav� alread� bee� collecte� o� �
�����fo� cas� sal� customers.
5� Th� packin� slip/cartnot� i� sen� t� th� warehous� wher� th� �
good� fo� th� orde� ar� picke� fro� stock�� packe� an� �
prepared for dispatch.
6�� Th� packin� slip/cartnot� i� returne� t� th� account� �� departmen� marke� u� t� sho� an� item� fo� whic� ful� �
quantities were not available also freight charges are noted.
7�� Th� orde� ca� b� recalle� o� th� computer�� an� item� whic� �
ar� ou� o� stoc� place� o� bac� orde� an� freigh� charge� �
added.
8� A� th� en� o� th� month,invoice� ar� printed� Statement� ar� �
also printed for mailing to customers.
9� Variou� report� ma� als� b� produce� includin� Debtor'� Age� �
Trial Balance, Sales Tax detailes, Sales Analysis etc.
10�� Order� ar� archive� s� tha� � "new� orde� fil� i� commence� �
eac� month.
11�� A� stoc� become� available�� ne� order� ca� b� writte� �
automaticall�� fo� good� o� bac� orde� o� backorder� ma�� b� �
adjusted or cancelled.
12�� Busines� operatin� expense� ca� b� recorde� an� analyse� �
into a large number of seperate accounts.
13�� Ther� i� � facilit� t� recove� spac� fro� th� file� t� �
prevent floppy disks filling up.
2. SETTING UP THE SYSTEM
Th� Dataflo� Accountin� Syste� i� writte� i� th� dBASEIɠ comman� �
language�� T� ru� it� yo� wil� nee� � cop� o� dBASEI� versio� 2.� �
correctl� installe� fo� you� computer�� dBASEI� i� availabl� fro� �
th� Australia� Distributer�� Arco� Pacifi� Pty�� Ltd.� P� Bo� 13� �
Clayfiel� Qld�� 401�� o� mos� compute� stores�� Dataflo�� take� �
advantag� o� som� o� th� ne� feature� introduce� i� versio� 2.4� �
an� wil� no� ru� correctl� o� earlie� release� suc� a� versio� �
2.3�� A� upgrad� fro� earlie� version� t� 2.� i� availabl� fro� �
Arco� Pacifi� fo� $45.0� dis� onl� o� $11� dis� an� manual�� W� �
recommen� tha� yo� tak� advantag� o� thi� offe� sinc� no� onl� �
doe� versio� 2.� offe� additiona� feature� i� als� cure� � numbe� �
o� bug� whic� wer� presen� i� earlie� releases��particularly� i� �
the 16 bit versions.
T� creat� � workin� system�� yo� wil� nee� tw� empty�� formatte� �
diskette� on� o� whic� shoul� contai� you� operatin� syste� s� �
yo� ca� "boo� up� fro� it�� Thi� dis� wil� b� referre� t� a� dis� �
�� sinc� i� wil� normall� resid� i� driv� A�� whils� th� secon� �
dis� wil� b� referred t� a� dis� � sinc� i� wil� becom� th� dat� �
dis� an� wil� normall� resid� i� driv� B:�� Usin� th� operatin� �
system utilities place the dBASEII program files on disk A.
Th� distributio� dis� contain� abou� 9� files�� Ther� ar� fiv� �
differen� group� o� file� distinguishe� b� th� thre� lette� fil� �
extensions�� Us� you� operatin� system'� utilitie� t� cop�� thes� �
group� o� file� ont� th� tw� workin� disk� a� show� i� th� tabl� ��below.
CP 8
FILE EXT. PURPOSE PLACE APP. SIZE
ON DISK KB
CMD Actual dBASE command files A 140k
MEM Memory variable files A 18k
DBF Data Base Files B 24k
NDX Index files for Data Base files B 54k
FRM Report Format files B 30k
I� yo� hav� � syste� whic� use� PCDO� o� MSDOS� th� comman� file� �
wil� hav� th� extensio� PRG� I� you� syste� use� CP/M-8� the� th� �
command files will have the extension CMD.
Onc� th� file� hav� bee� transferre� t� th� workin� disk� yo� �
shoul� hav� � workin� system�� I� ther� i� insufficien� spac� o� �
dis� �� yo�� ma� eras� th� DBASEMSG.TX� fil� withou� impairin� �
system operation.
2.1 RUNNING THE SYSTEM FOR THE FIRST TIME
Plac� Dis� � i� driv� A� an� dis� � i� driv� B:� Rese� th� syste� �
and, when the A> prompt appears, type:
DBASE INITMEM Press <CR>
Th� dis� drive� wil� operat� fo� � fe� second� an� the� yo�� wil� �
b� requeste� t� ente� th� date�� Ente� thi� i� th� usua� �
Australia� forma� dd/mm/yy�� Typ� i� th� figure� only�� th� "/"'� �
are already positioned on the screen.
�� messag� wil� the� b� displaye� warnin� tha� th� progra� �
destroy� existin� dat� an� requestin� � password�� Thi� i� t� �
preven� accidentiaL� o� unauthorise� usag� o� thi� progra� �
segment�� Th� passwor� require� her� an� a� severa� othe� point� �
i� th� progra� i� th� dat� jus� entered�� Thi� tim� i� i� als� �
necessar� t� ente� th� "/"'� betwee� th� numbers� I� a� incorrec� �
passwor� i� entered�� th� progra� wil� terminate�� I� th� correc� �
passwor� i� entere� th� dis� drive� wil� operat� fo� severa� �
second� initialisin� th� memor�� file� an� the� th� actua� �
Dataflo�� syste� wil� commenc� operatin� - Se� Dail�� Startin� �
below.
Onc� yo� hav� use� INITME� i� shoul� no� b� necessar� t� us� i� �
agai� unles� yo� ar� startin� u� � ne� syste� o� changin� fro� � �
bi� t� 1� bit�� say� I� you� printe� i� no� a� EPSO� � o� IBM� o� �
i� yo� wis� t� commenc� operatin� wit� for� number� othe� tha� � �
(i.e�� th� nex� invoic� numbe� etc� the� th� firs� thin� yo� mus� �
d� o� runnin� th� syste� i� t� selec� ite� � o� th� Mai� Men�� t� �
mak� thes� adjustments� I� an� event� yo� wil� nee� t� us� ite� � �
t� ente� you� busines� nam� an� addres� fo� printin� o� th� �
invoices, statements etc.
2.2 DAILY STARTUP
�Eac� tim� yo� us� th� system� plac� dis� � i� driv� A� an� dis� � �
i� driv� B:�� rese� th� compute� i� necessar� then�� whe� th� A� �
prompt appears, type:
DBASE START Press <CR>
Th� dis� drive� wil� operat� fo� � fe� second� the� yo� wil� b� �
aske� t� inser� th� dat� dis� i� driv� B:�� I� yo�� hav� no� �
alread� don� this�� d� s� no� the� pres� an� key� Yo� wil� no� b� �
aske� t� ente� th� date�� Typ� i� th� number� onl� (th� "/"'� ar� �
alread� there� i� th� norma� Australia� forma� dd/mm/yy.� A� soo� �
a� yo�� typ� i� th� las� figur� i� th� date�� th� disk� wil� �
operat� an� � copyrigh� messag� wil� b� displaye� fo� abou� 2� �
seconds�� Not� tha� i� i� � conditio� o� th� publishe� i� placin� �
thi� progra� i� th� publi� domai� tha� th� copyrigh� messag� �
shoul� alway� b� displaye� o� startu� fo� a� leas� 2�� seconds� �
Whe� th� copyrigh� messag� ha� bee� displayed�� th� syste� wil� �
procee� t� displa� th� Mai� Menu�� Th� functio� an� operatin� �
instruction� fo� eac� Mai� Men� item� ar� described i� Par� - �
Operatin� Instructions
= OOOOOOOOOOOOOOOOOOOOOOO =
pa
�PART B - OPERATING INSTRUCTIONS
On starting the system, the Main Menu is displayed.
CP 23
MAIN MENU FOR DATAFLOW SMALL BUSINESS SYSTEM
FOR P D S PTY LTD
DATE :10/12/84:
PRESS THE KEY REQUIRED TO START THE PROCESSES LISTED
----------------------------------------------------------------
1 ENTER ORDERS
2 PRINT ORDERS
3 ENTER BACKORDERS AND FREIGHT
4 PRINT INVOICES
5 PRINT STATEMENTS
6 FILE MAINTENANCE
7 CREDITS
8 GENERAL LEDGER
9 BACK ORDER MAINTENANCE
A ENTER STOCK RECEIVED
B REPORTS
C INSTALLATION
H HELP
E EXIT PROGRAM
****************************************************************
WAITING
1. ENTER ORDERS - Main Menu Selection 1
�����T� registe� � sal� an� rais� a� invoice�� i� i� firs� �
�����necessar�� t� ente� a� orde� int� th� system�� Mai� Men� �
�����Selectio� � allow� order� t� b� entered�� O� selectin� thi� �
���item the following menu is displayed.
CP 9
WRITING ORDERS PROGRAM
DATE 10/12/85
****************************************************************
WRITE ORDERS AS RECIEVED FOR PACKING PRESS 1
WRITE UP GOODS COLLECTED PRESS 2
WRITE UP CASH SALES PRESS 3
RETURN TO MAIN MENU PRESS R
****************************************************************
WAITING
�����This menu caters for three different types of sales:
- Thos� wher� � Packin� Slip/Cartnot� i� require� a� a� �
instructio� t� th� warehouse an� late� t� infor� th� �
account� departmen� whic� good� hav� bee� packe� an� �
which have not so that invoicing may be done accurately
- Thos� wher� th� good� hav� alread� bee� collecte� b� �
the customer so that no Cartnote is required.
� - Cas� sale� eithe� t� accoun� customer� o� t� � genera� �
Cas� Sale� Account�� I� thi� case�� onl� a� invoic� i� �
required.
�����Th� procedures fo� enterin� eac� o� thes� thre� type� o� �
�����orde� ar� virtuall�� identical��� Selec� th� optio� yo� �
�����require; e.g. 1.
�����Yo� wil� b� aske� th� nam� o� th� customer�� Thi� i� NO� th� �
�����custome� number�� i� i� th� firs� par� o� th� name� Yo� nee� �
�����ente� onl�� enoug� character� t� uniquel�� identif�� on� �
�����custome� e.g�� i� th� custome� i� P.D.S�� Pty�� Ltd�� simpl� �
�����enterin� P.D.S�� i� probabl� quit� sufficien� t� find� tha� �
�����customer�� I� i� wer� th� onl� custome� startin� wit� � the� �
�����just entering P would find it.
�����Th� syste� wil� fin� th� neares� nam� t� tha� whic� yo� hav� �
�����entere� an� displa�� i� fo� verification�� I� i� i� th� �
�����custome� yo� wanted�� pres� <CR>�� i� i� i� no� ente� � whe� �
�����yo�� wil� hav� anothe� opportunit� t� ente� th� name�� Thi� �
�����time enter a few more letters so that they are unique.
�����Havin砠 foun� an� accepte� th� correc� customer��� th� �
�����following screen will be displayed:
CP 12
WHAT IS THE NAME OF THE CUSTOMER FIRST PART ONLY ZERO (0) TO EXIT
THEN PRESS RETURN OR ENTER
P.D.S. PTY LTD ADELAIDE SA 5000
IS THIS CORRECT OR (N)OT
WAITING
PRESS RETURN OR ENTER AFTER ANSWERING EACH QUESTION
CUSTOMER ORDER NUMBER IF ANY : :
SPECIFIC FREIGHT INSTRUCTIONS : :
SALES TAX EXEMPT "T"=TRUE <CR> IF NOT : :
�����Th� response� ar� fairl� sel� evident�� Eithe� letter� o� �
�����number� ma�� b� entere� int� th� firs� tw� fields�� B� �
�����carefu� i� completin� th� thir� field�� I� yo� inadvertentl� �
�����plac� � "t� i� thi� fiel� (mos� unlikely� yo� wil� fai� t� �
�����charg� Sale� Ta� t� you� customer� an� b� liabl� t� pa�� i� �
�����yourself!
�����O� completing th� thir� field�� th� machin� wil� wor� fo� � �
�����fe�� second� an� the� as� yo� t� ente� th� Produc� Cod� �
�����exactl� a� i� ha� bee� entere� i� th� Pric� List�� Thi� tim� �
�����yo� shoul� ente� th� Code�� no� th� description�� Agai� th� �
�����syste� locate� th� produc� descriptio� an� ask� yo�� t� �
�����verif�� tha� i� i� correct�� O� verification�� th� followin� �
�����screen is shown:
CP 14
�PRODUCԠCODŠEXACTL٠AӠIΠTHŠPRICELISԠOҠ��T� EXIT:PROGRAM01:
THIS IS ITEM NUMBER 1
PROGRAM01 PDS DATAFLOW SYSTEM
QUANTITY LEFT IN STOCK 20
PRESS RETURN OR ENTER AFTER INSERTING REQUIRED DETAILS
****************************************************************
QUANTITY ORDERED : 1:
COMMENTS ON ORDERED ITEM : :
TO CHANGE PRESS (C)& RETURN, ELSE <CR>: :
TO ABORT THIS ENTRY PRESS "A"
****************************************************************
�����Fil� th� appropriat� informatio� int� eac� o� th� thre� �
�����fields�� Ente� th� quantit� ordere� int� th� firs� fiel� an� �
�����an�� comment� yo� wis� t� mak� concernin� thi� lin� ite� - �
�����thes� comment� prin� o� th� Cartnot� bu� no� o� th� invoice� �
�����I� yo� wis� th� standar� pric� t� b� charge� t� th� custome� �
�����(tha� i� th� retai� pric� les� th� discoun� hel� o� thi� �
�����customer'� file� the� answe� th� thir� fiel� wit� � <CR�� � �
�����However�� i� yo� hav� negotiate� � specia� price� typ� � "C� �
�����(change�� int� fiel� � an� pres� <CR>�� I� instea� yo�� hav� �
�����mad� � mistak� an� d� no� wan� thi� lin� o� th� orde� a� �
�����all�� ente� a� "A� (abort� int� th� thir� fiel� an� pres� �
�����<CR>�� I� yo� ente� � int� th� thir� fiel� yo� ar� no� give� �
�����th� opportunit�� t� chang� th� dat� relatin� t� thi� lin� �
�����item via the screen below.
CP 14
***********************CHANGE DATA******************************
CODE:PROGRAM01: QUANTITY ORDERED: 1:
ITEM :PDS DATAFLOW SYSTEM : COMM: :
BASE PRICE 100.00 CUSTOMERS PRICE 120.00:DISCOUNT 40
TAX PAYABLE (T=TRUE) :T:
TAX RATE : 20.00:
QUANTITY BACK ORDERED: 0:
IS THIS A SPECIAL PRICE T=TRUE :F:
****************************************************************
THŠ ABOVŠ DAT� CA� NO� B� CHANGE� MANUALL� AN� ENTEREĠ WITȠ � �
<CR>
�����Yo�� ma�� chang� th� Ite� Cod� bu� thi� i� no� recommende� �
�����sinc� yo� woul� the� nee� t� chang� severa� othe� fields i� �
�����sympathy�� I� yo� hav� mad� � mistak� an� accepte� th� wron� �
�����produc� code� bette� t� chang� fiel� � - Quantit� Ordere� t� �
������ �� an� ad� anothe� lin� t� th� orde� wit� th� correc� �
�����product�� Th� pric� show� o� th� scree� i� tha� calculate� �
�����fro� th� discoun� store� wit� th� customer'� accoun� �
�����details�� Yo�� ma�� chang� thi� t� an� figur� yo�� like�� T� �
�����assis� yo�� i� assessin� an�� pric� change� yo��� ma� �
�����contemplate�� Bas� Pric� (i.e�� 50� o� th� Retai� price� an� �
�����th� percentag� discoun� of� retai� fo� thi� custome� ar� �
�����als� shown�� Thes� ar� fo� informatio� only�� yo� ma�� no� �������chang� the� fro� thi� screen.
�����Yo�� ma�� als� chang� th� taxabl� statu� an� th� ta�� rat� �
�����itself�� Unles� yo� reall� kno� wha� yo� ar� doin� Sale� Ta� �
�����wise�� leav� thes� field� wel� alone� I� woul� als� b� safe� �
�����t� ke� throug� th� Quantit� Back-ordere� fiel� sinc� ther� �
�����i� � Mai� Men� ite� dedicate� t� handlin� Back-orders.
�����Onc� yo� hav� complete� al� fields�� pres� <CR� an� yo� wil� �
�����hav� th� opportunit� t� ad� anothe� lin� t� th� order.
�����Whe� al� item� hav� bee� recorded�� ente� � Zero instea� o� �
�����th� Produc� Cod� an� pres� <CR>� Th� syste� wil� the� retur� �
�����t� th� Mai� Menu.
�����Option� �� an� � o� th� Writ� Orde� Progra� behav� i� th� �
�����sam� manne� a� ite� � describe� above.
2. PRINT ORDERS - Main Menu Selection 2
�����Befor� an�� invoicin� ca� b� done�� Packin� Slip� mus� b� �
�����"Printed"�� Us� Mai� Men� Selectio� � fo� this� O� selectin� �
�����this item, the following screen will be displayed.
cp 11
**********************DATE*********:10/12/84:
****************************************************************
PREPARE PACKING LISTS FOR NORMAL PRESS "1"
PREPARE ORDERS WRITTEN UP FOR INVOICING WITHOUT PACKING LIST "2"
PREPARE CASH SALE ENTRIES FOR INVOICING PRESS "3"
RETURN TO MAIN MENU PRESS <CR>
****************************************************************
WAITING
�����Onl�� ite� � i� thi� men� actuall� print� � Packin� Sli� o� �
�����paper� Item� � an� � prin� th� Packin� Sli� t� th� scree� s� �
�����tha� pape� i� no� wasted�� I� yo� selec� ite� � � messag� �
�����remindin� yo�� t� mak� sur� tha� th� printe� ha� correc� �
�����stationer�� installe� an� i� On-Lin� i� displaye� an� � �
�����respons� i� requested�� Acknowledg� b� pressin� an�� key� �
�����Packing Slips will then be printed for all type 1 orders.
�����Whe� th� Packin� Slip� ar� printed� th� syste� automaticall� �
�����returns to the Main Menu.
�����I� item� � o� � o� th� Prin� Order� Men� ar� selecte� the� �
�����th� printe� messag� i� displaye� bu� al� th� printin� i� t� �
�����th� screen�� A� note� above�� thi� i� � necessar�� pre-�
�����requisite before invoicing can proceed.
3. BACK-ORDERS AND FREIGHT - Main Menu Selection 3
���
��Packin� Slip� ar� give� t� th� warehous� fo� packing� I� du� �
�����cours� � cop� i� returne� t� th� Account� Departmen� marke� �
�����u� t� sho� an� item� whic� coul� no� b� supplied��A� thi� �
�����tim� too�� th� cos� o� freightin� th� good� t� b� delivere� �������is known and could be noted on the Packing Slip.
�����An�� good� whic� canno� b� delivered�� shoul� b� place� o� �
�����Back-order via this menu selection
cp 14
*****************************************************************
THIӠ PROGRA͠ WIL̠ ALLOנ YO� T� ENTE� THŠ BACKORDERӠ OR� AD� �
FREIGHT TO THE INVOICE FILE.
PRESS THE CODE TO ENTER THE FOLLOWING MODES
1 ENTER THE BACKORDERS
2 ADD FREIGHT CHARGES TO THE INVOICE
R RETURN TO MAIN MENU
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
3.1 ENTER THE BACKORDERS - Backorder/freight Menu Selection 1
�����Selec� ite� � fro� th� abov� men� t� ente� an�� back-ordere� �
�����items� Yo� wil� b� aske� fo� th� invoic� numbe� o� whic� th� �
�����back-orde� occurred� Invoic� number� correspon� exactl� wit� �
�����Packin� Sli� number� therefore�� ente� th� relevan� Packin� �
�����Sli� numbe� an� pres� <CR>�� Yo� wil� the� b� aske� fo� � �
�����lin� number�� o� th� cartnot� (N.� - Th� sam� documen� i� �
�����referre� t� a� differen� time� a� � Packin� Sli� o� �
�����Cartnote� fo� whic� � back-orde� applies� Thi� i� th� numbe� �
�����show� a� th� en� o� eac� lin� i� th� bod� o� th� Cartnote� �
�����Ente� th� appropriat� lin� numbe� an� pres� <CR>�� Th� �
�����cartnot� an� lin� numbe� selecte� wil� b� displaye� an� yo� �
�����wil� b� aske� t� verif� tha� thi� i� th� informatio� �
�����requested�� I� i� i� no� ente� � otherwis� pres� <CR>�� Yo� �
�����wil� the� b� aske� t� ente� th� Quantit�� Back-ordere� an� �
�����press <CR>.
cp 17
INVOICE NUMBER ON WHICH BACK ORDER OCCURED, ZERO TO EXIT : 1:
LINE NUMBER: 1:
ACCOUNT NUMBER PDS DATE ORDERED 10/12/84
CODE ITEM QUANTITY ORDERED
-----------------------------------------------------
PROGRAM01 PDS DATAFLOW SYSTEM 1
-----------------------------------------------------
IF NOT LINE REQUIRED PRESS (N) ELSE <CR>
WAITING
-----------------------------------------------------
QUANTITY BACK ORDERED: 0:
-----------------------------------------------------
�����Th� Back-orde� i� recorde� an� yo� ma� the� ente� anothe� �������invoic� and/o� lin� numbe� fo� whic� � Back-orde� applie� �
�����unti� al� Back-order� hav� bee� deal� with�� A� thi� poin� �
�����ente� � zer� agains� th� invoic� number�� pres� <CR�� twic� �
�����and you will be returned to the menu shown above.
3.�� AD� FREIGH� CHARGE T� TH� INVOIC� - Back-order/Freigh� Men� �
Selection 2
�����T� ad� freigh� t� th� invoic� selec� ite� � o� thi� men� �
�����whe� yo� wil� b� requeste� t� ente� th� invoic� numbe� o� �
�����whic� freigh� i� t� b� charged�� Ente� th� numbe� an� pres� �
�����<CR�� whe� th� invoic� detail� wil� b� displaye� fo� you� �
�����acknowledgement�� I� correct�� acknowledg� b� pressin� <CR� �
�����an� the� ente� th� freigh� charg� i� dollar� an� cent� (Se� �
�����screen display below).
cp 15
INVOICE NUMBER ON WHICH FREIGHT CHARGE OCCURED ZERO TO QUIT: :
INVOICE NUMBER 0 PDS
SHIPPED BY
COST OF FREIGHT 0.00
-----------------------------------------------------------------
IF NOT LINE REQUIRED PRESS (N) ELSE <CR>
WAITING
-----------------------------------------------------------------
FREIGHT CHARGE: 0:
-----------------------------------------------------------------
�����Th� detail� wil� b� recorde� an� yo� wil� b� give� th� �
�����opportunit�� t� ente� freigh� charge� o� anothe� invoice� �
�����Whe� al� charge� hav� bee� entere� ente� invoic� numbe� Zer� �
�����an� pres� <CR� t� obtai� th� abov� menu�� Yo� ma� no� retur� �
�����to the Main Menu by pressing R.
4. PRINT INVOICES - Main Menu Selection 4
�����Onc� order� hav� bee� entere� an� printe� an� adjustment� �
�����mad� fo� back-order� an� freight�� custome� invoice� ma�� b� �
�����printed�� Selec� thi� Mai� Men� ite� whe� th� followin� �
�����screen will be displayed:
CP 8
*****************************************************************
INVOICES FOR NORMAL ORDERS PRESS "1"
INVOICES FOR GOODS COLLECTED PRESS "2"
INVOICES FOR CASH SALES PRESS "3"
*****************************************************************
WAITING
�����Mak� sur� tha� yo� hav� th� correc� pape� i� th� printer� n� �
�����warnin� i� give� thi� time� the� selec� th� typ� o� order� �
�����fo� whic� yo� wis� t� prin� invoices�� You� compan�� name� �
�����invoic� numbe� an� dat� wil� b� printe� the� yo�� wil� b� �������give� th� opportunit� t� adjus� th� pape� slightl�� befor� �
�����proceeding�� Whe� yo� ar� happ� tha� th� pape� i� correctl� �
�����adjuste䠠 pres� an�� ke�� t� continue��� I� ther� i� � �
�����significan� numbe� o� invoice� t� b� printe� i� coul� tak� �
�����som� tim� bu� yo� ma� safel� leav� th� syste� t� prin� �
�����unattended.
Th堠 invoic� i� quit� straight-forwar䠠 however��� som� �
�����explanatio� o� th� Pric� colum� ar� th� Ta�� Fre� sellin� �
�����pric� cos� whils� thos� show� i� th� +Ta� colum� ar� th� Ta� �
�����Pai� uni� sellin� price�� Th� figur� show� i� th� tota� �
�����colum� i� th� extensio� o� th� quantit� supplie� multiplie� �
�����b�� th� pric� i� no� taxabl� o� b� th� figur� fro� th� Ta� �
�����colum� i� taxable�� Th� tota� amoun� o� ta� pai� i� printe� �
�����on the left hand side of the invoice, near the bottom.
5. PRINT STATEMENTS - Main Menu Selection 5
�����Thi� selectio� wil� prin� Statement� an� i� normall�� ru� �
�����a� th� en� o� eac� month� O� selectin� thi� ite� yo� wil� b� �
�����give� th� opportunit� t� continu� o� retur� t� th� Mai� �
�����Menu�� I� yo� chos� t� continu� mak� sur� tha� yo� hav� th� �
�����correc� stationar�� i� th� printer�� tha� i� i� properl� �
�����aligne� an� tha� th� printe� i� On-Lin� a� yo� ar� give� n� �
�����opportunit� t� mak� adjustments� Th� Statemen� prin� ru� ca� �
�����tak堠 � considerabl� perio� o� tim� an� ma��� procee� �
�����unattended�� Pleas� not� tha� whe� statement� ar� produce� �
�����th� En� o� Mont� Agein� i� carrie� ou� automaticall�� i.e� �
�����curren� balance� ar� move� t� 3� days� 3� da� balance� t� 6� �
�����day� an� s� on�� Th� layou� o� th� Statemen� i� quit� sel� �
�����explanatory.
6. FILE MAINTENANCE - Main Menu Selection 6
�����Thi� ite� allow� yo� t� ad� ne�� customers�� chang� th� �
�����detail� o� existin� customers� ad� ne� product� t� th� stoc� �
�����list�� chang� th� detail� o� existin� products�� revie� th� �
�����las� 1� entrie� i� eac� o� th� dat� bas� file� carr� ou� th� �
�����en� o� mont� procedure� an� recove� spac� i� th� disk� ar� �
�����becomin� full.
�����O� selectin� Fil� Maintenanc� th� followin� men�� wil� b� �
�����displayed:
cp 13
�*****************************************************************
FILE MAINTENANCE MENU
PRESS..............................TO DO
1 TO CHECK LAST FEW ENTRIES
2 END OF MONTH PROCEDURES
3 EDIT MENU
4 RECOVER DISK SPACE
5 CLEAR OUT ALL DATA
R RETURN TO MAIN MENU
*****************************************************************
6.1 TO CHECK LAST FEW ENTRIES - File Maintenance Program Item 1
�����O� selectin� thi� ite� th� followin� sub-men�� wil� b� �
�����displayed:
cp 22
*****************************************************************
THIS PROGRAM WILL LIST THE LAST 15 ENTRIES IN THE NOMINATED
DATAFILE
PRESS TO VIEW THIS FILE
1 CASH SALE
2 COLLECTED SALE
3 STANDARD ORDER
4 RETURN FOR CREDIT
5 LEDGER
6 PRICELIST
7 NAMELIST
R RETURN TO FILE MAINTENANCE MENU
*****************************************************************
TO VIEW EARLIER RECORDS ....PRESS CTRL R
TO VIEW LATER RECORDS ....PRESS CTRL C
TO VIEW FIELDS TO THE RIGHT PRESS CTRL B
TO VIEW FIELDS TO THE LEFT PRESS CTRL Z
WHEN FINISHED VIEWING, .....PRESS CTRL W
WAITING
�����Selectin� an� ite� fro� thi� men� wil� sho� u� th� las� 1� �
�����entrie� i� tha� dat� base�� I� fact�� us� i� mad� o� th� �
�����BROWSРcomman� fro� dBAS� an� yo� ma� mov� aroun� thes� an� �
�����othe� record� usin� th� Contro� key� describe� i� th� dBAS� �
�����manual�� I� i� als� possibl� fo� yo� t� edi� informatio� i� �
�����thes� records�� W� strongl� advis� agains� doin� thi� a� i� �
�����coul� hav� unpredictabl� result� o� th� integrit� o� you� �
�����accountin� system�� Not� tha� th� scree� i� abl� t� displa� �
�����onl� 8� column� an� mos� record� excee� thi� width�� Yo� ma� �
�����examin� record� whic� ar� of� th� scree� t� th� righ� b� �
�����holdin� dow� th� Contro� Ke� an� pressin� th� � ke� a� man� �
�����time� a� necessary�� Yo� ma� retur� t� th� lef� b�� holdin� �
�����dow� th� Contro� ke� an� pressin� th� � ke�� a� ofte� a� �
�����required�� Yo�� ma�� mov� t� th� nex� recor� u� th� lis� b� �
�����holdin� dow� th� Contro� ke� an� pressin� th� � ke�� whils� �
�����yo� ma� mov� t� th� nex� recor� dow� th� lis� b� holdin� th� �������Contro� ke� an� pressin� C�� Yo� ma� mov� t� th� nex� fiel� �
�����t� th� righ� b� holdin� dow� th� Contro� ke� an� pressin� �
�����th� � ke� o� t� th� lef� b� holdin� dow� th� Contro� ke� an� �
�����pressin� th� � key�� Whe� yo� hav� finishe� examinin� th� �
�����record� yo�� ma�� retur� t� th� men� b�� holdin� dow� th� �
�����Contro� ke� an� pressin� th� � key�� Yo� ma� the� retur� t� �
�����the previous menu by entering an R.
6.��� ENĠ OƠ MONTȠ PROCEDURES - Fil� Maintenanc堠 Progra� �
Selection 2
�����Thi� facilit� shoul� b� use� a� th� en� o� thi� mont� afte� �
�����statement� ar� ru� t� clea� ou� th� dat� bas� file� i� �
�����preparatio� fo� th� nex� month'� entries�� I� perform� th� �
�����importan� tas� o� transferrin� al� order� an� backorder� �
�����int th� DATARCȠ file��� Unti� back-order� hav堠 bee� �
�����transferre� int� thi� fil� i� i� no� possibl� t� modif� the� �
�����o� writ� order� fro� them�� O� selectin� thi� ite� yo�� ar� �
�����presented with the following menu
cp 10
*****************************************************************
END OF MONTH PROCEDURES
THIS PROGRAM ARCHIVES THE DATA FROM THE MONTH JUST ENDED
PRESS TO DO
1 START
2 TO ABORT AND RETURN
*****************************************************************
WAITING
�����I� yo� procee� b� selectin� ite� � fro� th� men� � warnin� �
�����messag� tha� dat� wil� b� destroye� i� displaye� an� yo� ar� �
�����require䠠 t� ente� � securit�� cod� befor� proceeding� �
�����Enterin� th� wron� cod� return� yo� t� th� previou� menu� �
�����Th� correc� cod� i� th� curren� syste� dat� i� dd/mm/yy �
�����forma� includin� th� "/'s� followe� b� <CR>�� I� yo� d� no� �
�����wan� t� procee� a� thi� poin� simpl� pres� <CR�� whe� yo� �
�����will be returned to the File Maintenance Menu.
6.3 EDIT MENU - File Maintenance Program Selection 3
�����Thi� i� a� extremel� importan� ite� whic� i� use� t� ad� ne� �
�����customer� an� product� t� th� dat� bas� file� o� t� edi� �
�����detail� o� existin� product� o� customers� O� selectin� thi� �
�����item the following menu is displayed:
cp 10
�*****************************************************************
A PROGRAM TO ALTER DATA BASE FILES
PRESS THE KEY REQUIRED TO ENTER THE APPROPRIATE ACTION
1 = TO ADD A NEW RECORD TO A FILE
2 = TO EDIT, OR UPDATE A FILE
R = RETURN TO MAIN MENU
*****************************************************************
�����If item 1 is selected then the following menu is displayed:
cp 14
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
THIS PROGRAM ALLOWS A NEW RECORD TO BE ADDED TO THE FILE
KEY..........................MODE
1 TO ADD TO THE PRICELIST
2 TO ADD TO THE NAME LIST
R TO RETURN TO THE MAIN MENU
CONTROL "W" TO SAVE THE ADDITION, "Q" TO QUIT
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
6.3.�� ADĠ �� NE� RECOR� T� � FIL� - Alte� dat� bas� file� �
Selection 1
�����O� makin� thi� selectio� yo� ar� offere� th� alternativ� o� �
�����addin� t� th� Pric� Lis� (th� lis� o� products� o� addin� t� �
�����the Name List (list of customers).
6.3.1.� T� Ad� � Ne� Produc� selec� � t� ad� t� Pric� Lis� whe� �
the following screen will be displayed:
cp 11
*****************************************************************
PRODUCT CODE : :
PRODUCT DESCRIPTION : :
PRODUCT BASE PRICE : 0.00: COST : 0.00:
QUANTITY IN STOCK : 0:
DATE LAST AMENDED
SALES TAX RATE PAYABLE: 0.00:
*****************************************************************
ENTER DATA NOW AND PRESS RETURN TO ADD TO PRICELIST
^G TO DELETE CHAR, ^V TO ENTER INSERT MODE
�����Yo�� ma�� no�� i� th� spac� provide� th� ne�� Produc� code� �
�����Description�� th� Produc� Bas� Pric� whic� i� th� lowes� �
�����leve� wholesal� pric� an� wil� b� use� b�� th� syste� t� �
�����calculat� th� retai� pric� (se� sectio� below)�� th� actua� �
�����cos� int� store�� th� quantit� o� produc� i� stoc� an� th� �������sale� ta� rat� payable�� Th� "Dat� Las� Ammended� fiel� i� �
�����automaticall�� maintaine� b� th� syste� an� th� curso� doe� �
�����no� sto� fo� entr� int� thi� field�� Yo� ma� mov� th� curso� �
�����backward� an� forward� throug� th� recor� usin� th� Up� an� �
�����Down� arro� key� o� withi� � fiel� usin� th� Lef� an� Righ� �
�����arro� keys� I� yo� wis� t� delet� � character� hol� dow� th� �
�����Contro� ke� an� the� pres� th� � key�� T� inser� � characte� �
�����betwee� tw� other� plac� th� curso� beneat� th� secon� �
�����character�� hol� dow� th� Contro� ke� an� pres� th� ֠ ke� �
�����whe� th� wor� INSER� wil� appea� a� th� to� o� th� screen� �
�����Yo�� ar� no� i� th� Inser� mod� an� an� character� yo�� typ� �
�����wil� b� inserte� befor� th� characte� unde� whic� th� curso� �
�����i� located�� Yo� ma� leav� Inser� mod� b� typin� Contro� � � �
�����secon� time�� Whe� th� informatio� i� entere� satisfactoril� �
�����mov� t� th� las� fiel� o� th� scree� (Sale� Ta�� Rat� �
�����Payable� an� pres� th� Ente� key�� Yo� wil� no� b� give� th� �
�����optio� t� ad� anothe� recor� t� thi� fil� b� pressin� <CR� �
�����o� t� re-inde� th� fil� an� Exi� b� usin� th� Рkey�� Whe� �
�����yo� hav� finishe� addin� ne� record� selec� th� � optio� a� �
�����whic� poin� th� dis� drive� wil� operat� fo� severa� second� �
�����dependin� upo� th� siz� o� th� dat� bas� an� th� numbe� o� �
�����record� yo�� hav� adde� an� the� retur� yo� t� th� "Alte� �
�����Data Base Files" menu.
6.3.1.�� T� Ad� � Ne� Accoun� selec� ite� � o� thi� men�� whe� �
�����the following input screen will be displayed.
cp 18
*
****************************************************************
NAME OF ACCOUNT ALPHA FIRST: :
ACCOUNT NUMBER : :
STREET : :
CITY POSTCODE : :
CONTACT : :
DATE LAST AMENDED
DISCOUNT ALLOWED ON TRANSACTIONS : 0:
SALES TAX NUMBER IF APPLICABLE : :
ARE THE GOODS TO BE PURCHASED FOR RESALE T=TRUE:F:
*****************************************************************
INSERT NAME OF ALTERNATIVE DELIVERY POINT : :
INSERT DELIVERY ADDRESS FROM ABOVE : :
CITY POST CODE : :
^ǠTϠDELETŠCHAR�^֠TϠENTEҠINSERԠMODŠ LIS� :
*****************************************************************
�����Ente� th� require� dat� int� eac� fiel� a� describe� above� �
�����Whe� enterin� th� Accoun� Nam� ensur� tha� th� firs� �
�����characte� i� th� nam� i� � letter�� I� mus� no� b� � number� �
�����Th� Accoun� Numbe� ma� includ� bot� letter� an� numbers�� i� �
�����i� use� internall� b� th� syste� no� b� th� operator�� Th� �
�����Cas� Sale� Accoun� mus� hav� a� Accoun� Numbe� o� "C/S� an� �
�����accoun� nam� startin� wit� th� wor� CASH�� Again�� th� "Dat� �
�����Las� Ammended� fiel� i� maintaine� b� th� syste� an� wil� b� �
�����passe� ove� b�� th� cursor��� Th� "Discoun� Allowe� o� �������Transactions�� fiel� represent� th� percentag� discoun� of� �
�����retai� whic� th� custome� woul� normall� receive� Onl� whol� �
�����number� ma�� b� entere� i� thi� field�� Not� th� maximum �
�����discoun� allowe� woul� b� 50� a� whic� tim� th� custome� �
�����woul� b� payin� th� bas� wholesal� price�� I� mos� case� �
�����discount� wil� rang� fro� 3� t� 45%�� Whe� printin� Pric� �
�����List� (se� sectio� 11.8.3�� below� th� syste� categorise� �
�����customers discounts in the following manner:
Wholesale 45% - 50% Discount
Trade 30% - 44% Discount
Retail <29% Discount
�����I� th� custome� i� abl� t� clai� sale� ta� exemptio� eithe� �
�����b�� quotin� � sale� ta� numbe� o� b�� virtu� o� bein� � �
�����Governmen� Departmen� the� a� entr� mus� b� mad� i� th� �
�����"Sale� Ta� Number� field�� Unles� ther� i� a� entr� i� thi� �
�����fiel� th� custome� wil� automaticall� b� charge� sale� tax� �
�����Thi� fiel� MUS� b� lef� blan� i� sale� ta� i� t� b� charged� �
�����I� th� custome� i� � Governmen� Departmen� an� yo� d� no� �
�����hav� th� numbe� o� th� sectio� i� th� ac� o� � certificat� �
�����numbe� the� ente� th� wor� exemp� i� thi� field�� Th� las� �
�����fiel� i� th� to� sectio� o� th� Entr� scree� i� � Logica� �
�����fiel� use� t� indicat� whethe� thi� custome� i� a� en� use� �
�����o� i� th� good� ar� bein� purchase� fo� re-sale�� Thi� �
�����affect� th� wholesal� pric� o� whic� sale� tax i� calculate� �
�����- see section number on sales tax below.
�����I� th� lowe� sectio� o� th� entr� scree� yo� hav� th� optio� �
�����t� inser� th� nam� an� addres� o� a� alternativ� deliver� �
�����poin� t� whic� th� good� wil� b� sent�� Thi� woul� b� usefu� �
�����fo� � compan�� whos� hea� offic� an� account� branc� i� �
�����separate from the warehouse.
�����Th� curso� ma� b� move� fro� fiel� t� fiel� an� insertion� �
�����an� deletion� mad� a� describe� fo� addin� a� ite� t� th� �
�����pric� list�� Whe� yo� hav� correctl� entere� al� th� dat� �
�����require� mov� th� curso� t� th� las� fiel� an� pres� <CR>� �
�����Yo� wil� the� b� offere� th� optio� o� addin� anothe� recor� �
�����t� th� fil� b� pressin� <CR>�� Whe� yo� hav� adde� al� th� �
�����record� require� pres� � a� tha� poin� t� re-inde� th� fil� �
�����and to return you to the "Alter Data Base Files" Menu.
6.2.3�� TϠ EDIԠ OҠ UPDAT� � FIL� - Alte� Dat� Bas� File� �
Selection 2
�����Th� secon� optio� i� thi� Men� i� t� edi� o� updat� � file� �
�����On selecting this option the following menu is displayed.
cp 19
�+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
THIS PROGRAM ALLOWS FOR THE EDITING OF DATA IN EXISTING FILES
PRESS THE KEY FOR THE REQUIRED MODE
KEY..................MODE
1 TO EDIT THE PRICELIST
2 TO EDIT THE NAME LIST
3 TO EDIT THE LEDGER
4 TO EDIT THE DATA FILE
R TO RETURN TO THE MAIN MENU
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
6.3.2.� T� Edi� th� Pric� Lis� selec� ite� � fro� th� men� whe� �
�����yo�� wil� b� aske� t� ente� th� Produc� Cod� exactl� a� i� �
�����th� Pric� List�� Ente� th� require� cod� an� pres� <CR� whe� �
�����th� sam� entr� scree� a� presente� fo� addin� a� ite� t� th� �
�����Pric� Lis� i� displayed�� Thi� tim� th� dat� relatin� t� th� �
�����Produc� Cod� yo� hav� selecte� wil� als� b� displaye� i� th� �
�����relevan� fields� Yo� ma� no� edi� thi� informatio� usin� th� �
�����arro�� key� t� mov� aroun� th� screen�� Contro� � t� delet� �
�����character� an� Contro� � t� inser� characters� Whe� yo� hav� �
�����complete� editin� mov� t� th� las� fiel� an� pres� <CR>� Yo� �
�����wil� b� offere� th� optio� o� returnin� t� thi� previou� �
�����men�� an� editin� anothe� recor� b� pressin� <CR�� o� o� �
�����re-indexin� th� fil� b� enterin� E�� I� i� onl� necessar� t� �
�����chos� th� Рoptio� whe� yo�� hav� finishe� editin� al� �
�����records� i� yo� hav� change� � Produc� Code� I� yo� re-inde� �
�����th� record� th� disk� wil� operat� fo� severa� seconds� �
�����dependin� o� th� siz� o� dat� base�� the� th� EDI� men� wil� �
�����be displayed again.
6.3.2.2�� T� Edi� Custome� details,selec� ite� � Edi� Namelis� �
�����whe� yo�� wil� b� aske� t� ente� th� firs� par� o� th� �
�����Customer'� name��� Ente� enoug� character� t uniquel� �
�����identif��� th� customer��� Th� customer� recor� i� the� �
�����displayed for yo� t� edi� a� describe� above��Whe� yo�� hav� �
�����finishe� editin� th� informatio� mov� th� curso� t� th� las� �
�����fiel� an� pres� <CR>� Alternatively� yo� ma� ente� Contro� � �
�����wit� th� curso� i� an� fiel� positio� t� finis� editing� �
�����Yo�� wil� the� b� offere� th� optio� o� returnin� t� th� �
�����previou� men� an� editin� anothe� recor� b� pressin� <CR� o� �
�����o� re-indexin� th� fil� b� enterin� E�� Re-indexin� i� onl� �
�����require� i� th� Accoun� Numbe� o� th� Customer'� nam� ar� �
�����altered�� Whe� yo� hav� finishe� editin� al� records� retur� �
�����t� th� previou� men� or�� i� necessary�� selec� th� � optio� �
�����t� reinde�� th� file�� Th� disk� wil� operat� fo� severa� �
�����seconds�� dependin� o� th� siz� o� th� dat� bas� the� th� �������EDIT menu will be displayed again.
�����I� i� als� possibl� fro� thi� men� t� edi� th� ledge� fil� �
�����whic� contain� detail� o� eac� invoic� an� th� DATAFIL� �
�����whic� contain� transactio� details�� I� i� no� recommende� �
�����tha� yo� us� thes� facilitie� however� a� yo� ma� compromis� �
�����the integrity of the accounting system.
6.4 RECOVER DISK SPACE
�����Thi� facilit� i� provide� t� enabl� yo� t� reduce th� siz� �
�����o� dat� file� whic� woul� otherwis� buil� u� indefinitel� �
�����unti� th� flopp� dis� (o� eve� � har� disk!� i� full�� Th� �
�����frequenc�� wit� whic� yo� wil� nee� t� us� i� depend� upo� �
�����th� capacit� o� you� system an� th� numbe� o� transactions� �
�����Chec� th� availabl� spac� o� you� dat� dis� ever� tw� week� �
�����o� s� usin� th� utilitie� provide� wit� you� operatin� �
�����system�� Whe� th� dis� ha� onl� 1� - 15� o� it� capacit� �
�����left�� i� woul� b� wis� t� us� thi� function�� Sinc� al� �
�����activ� dat� i� retained�� Yo� ma� ru� i� a� an�� time�� Th� �
�����onl� disadvantag� i� tha� pas� sale� histor� i� los� s� tha� �
�����i� coul� b� wort� printin� th� Stoc� o� Order/Backorde� �
�����report before running it (see section 11.8.2).
�����On selecting this function, the following menu is displayed:
cp 10
*****************************************************************
RECOVER PROGRAM ..
THIS PROGRAM SAVES DISK SPACE
PRESS TO DO
1 START
R TO ABORT AND RETURN
*****************************************************************
WAITING
�����I� yo�� selec� ite� � t� start,yo� wil� b� warne� tha� th� �
�����dat� i� destroye� an� � "code�� wil� b� requested�� A� �
�����elsewher� i� th� system�� thi� cod� i� th� curren� syste� �
�����dat� i� dd/mm/y� format�� includin� th� "/'s"� Whe� yo� hav� �
�����entere� th� date�� pres� <CR� th� dis� drive� wil� operat� �
�����fo� � minut� o� so�� dependin� o� th� amoun� o� dat� bein� �
�����transferre� the� th� Fil� Maintenanc� Men� wil� b� displaye� �
�����again.
7. CREDITS - Main Menu Selection 7
�����Thi� men�� selectio� i� use� fo� enterin� payment� fro� �
�����customer� o� acceptin� returne� good� fo� credit�� O� makin� �
�����this selection, the following menu is displayed:
cp9
�+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
MENU FOR CREDITS AFFECTING SALES
1 TO ENTER RECEIPTS
2 TO ENTER RETURNS FOR CREDIT
R TO RETURN
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
7.1 PAYMENTS RECEIVED
�����T� ente� � paymen� (RECEIPT� int� th� system�� choos� ite� � �
�����on this menu when the following screen will be displayed:
cp7
-----------------------------------------------------------------
RECEIPT ENTRY PROGRAM RECEIPT NUMBER: 0:
RECEIVED FROM: : (0 WILL EXIT)
AMOUNT : 0.00:
-----------------------------------------------------------------
�����Th� nex� availabl� receip� numbe� i� displayed�� Unles� yo� �
�����wis� t� chang� t� � ne� sequenc� o� jum� som� numbers� �
�����accept this number by pressing <CR>.
�����Yo�� wil� the� b� aske� "Receive� From"�� Ente� enoug� �
�����characters� o� th� nam� t� identif� th� custome� fro� who� �
�����th� paymen� ha� bee� receive� an� pres� <CR>� Next� yo� wil� �
�����be asked for the amount of the receipt.
�����Ente� thi� figur� an� pres� <CR� whe� th� customer� name,� �
�����accoun� number�� las� statemen� balanc� an� 30�� 60� an� 90� �
�����day� outstandings wil� b� displayed, together wit�th� ne� �
�����balanc� takin� int� accoun� th� paymen� bein� processed� Yo� �
�����wil� b� aske� i� thi� i� th� correc� customer.I� not�� ente� �
�����Рwhe� th� curso� wil� retur� t� th� receip� numbe� field� �
�����allowin� yo� t� re-ente� al� details�� I� i� i� th� correc� �
�����customer�� pres� <CR>� Th� paymen� wil� b� accepte� int� th� �
�����system�� th� receip� numbe� wil� b� incremente� b� � an� th� �
�����origina� entr� scree� displaye� read� fo� anothe� receip� t� �
�����be entered.
�����Whe� al� receipt� hav� bee� entered�� leav� th� receip� �
�����amoun� a� Zer� (0)�� pres� <CR� thre� time� an� th� "Credit� �
�����Affecting Sales" menu will be displayed again.
7.2 GOODS RETURNED FOR CREDIT
�����T� credi� � custome� fo� returne� goods�� selec� ite� �� o� �
�����thi� menu�� Yo�� wil� the� b� aske� fo� th� nam� o� th� �
�����customer� t� credit�� ente� a� man�� character� a� ar� �
�����require� t� uniquel� identif� th� customer� an� pres� <CR>� �
������� customer'� nam� an� accoun� numbe� wil� b� displaye� a� �������th� botto� o� th� scree� an� yo� wil� b� aske� i� thi� i� �
�����th� correc� customer� I� not� typ� � whe� th� curso� wil� b� �
�����returne� t� th� Customer'� Nam� fiel� an� yo� ma�� re-ente� �
�����th� nam� correctly�� I� i� i� correct�� pres� <CR� whe� th� �
�����followin� scree� wil� b� displayed:
cp 7
-----------------------------------------------------------------
NAME :P D S PTY LTD :
ACCOUNT NUMBER :PDS :
WHAT IS THE REASON FOR THE RETURN: :
-----------------------------------------------------------------
�����First�� ente� th� actua� amoun� t� b� credited�� Thi� i� th� �
�����figur� whic� wil� affec� th� balanc� owin� o� th� nex� �
�����statement�� Next�� ente� th� amoun� o� thi� credi� whic� wa� �
�����sale� taxable�� Yo� ma� nee� t� mak� som� calculation� fro� �
�����th� origina� invoic� t� obtai� th� correc� figure� fo� thi� �
�����an� th� nex� field� h� figur� yo� ente� her� wil� affec� th� �
�����tota� sale� o� taxabl� good� show� o� you� monthl� Sale� Ta� �
�����return� Next� ente� th� amoun� o� Sale� Ta� include� i� thi� �
�����credit�� Thi� wil� credi� th� Sale� Ta� yo�� ow� t� th� �
�����Taxatio� Department� Finally� th� nex� availabl� credi� not� �
�����numbe� i� shown�� Unles� yo� wis� t� chang� th� credi� not� �
�����sequenc� o� jum� som� number� accep� thi� numbe� b� pressin� �
�����<CR>�� Th� credi� wil� the� b� recorde� i� th� Ledge� an� �
�����files�� Thes� credit� wil� appea� o� th� nex� statemen� bu� �
�����n� credi� not� i� printed�� Yo� wil� the� b� give� th� �
�����opportunit�� t� ente� th� nam� o� anothe� custome� fo� �
�����credit�� Whe� yo� hav� finishe� creditin� returne� goods� �
�����ente� Zer� (0�� int� th� customer'� nam� fiel� whe� th� �
�����Credit� Affectin� Sale� men� wil� b� displaye� onc� more� �
�����Not� tha� returne� good� ar� no� automaticall� place� bac� �
�����int� stock�� I� yo� wis� t� d� thi� yo� mus� us� Mai� Men� �
�����item A - Enter Stock Received.
8. GENERAL LEDGER - Main Menu Selection 8
�����T� utilis� th� Genera� Ledger�� selec� ite� � fro� th� Mai� �
�����Men�� whe� th� followin� Genera� Ledge� Men�� wil젠 b� �
�����displayed.
cp10
************************ GENERAL LEDGER *************************
PRESS TO DO
1 ENTER DEBITS FROM BUTTS & BANK FEES
2 CHECK-OFF PRESENTED CHEQUES
3 PRINT GENERAL LEDGER REPORTS
R RETURN TO MAIN MENU
*****************************************************************
WAITING
�8.1 ENTER DEBITS - General Ledger Menu Selection 1
�����T� ente� debit� fro� th� chequ� stub� o� fo� ban� charges� �
�����selec� ite� � fro� thi� men� whe� th� followin� scree� wil� �
�����be displayed.
cp20
CHEQUE ENTRY, 10/12/84
DATŠOƠCHEQUE�� �� � :CHEQU� NUMBER(SE� TϠ99��FOҠBAN� CHARGES)
CHEQUE PAID TO: :
REASON FOR CHEQUE: :
CATEGORY OF CHEQUE: :
AMOUNT OF CHEQUE (ZERO TO EXIT) : 0.00:
IF BANK CHARGES OR PAYMENT DIRECT FROM ACCOUNT INSERT T:F:
*****************************************************************
CATEGORY NUMBER CATEGORY NUMBER CATEGORY NUMBER
ADVERTISING 5010 BANK CHARGES 5070 DONATIONS 5630
ENTERTAIN 5830 INSURANCE 6280 LEGAL EXP 6600
LIGHT & POWER 6640 PETTYCASH EXP 7290 POSTAGE 7320
PRINT & STAT 7360 RATES & TAXES 7500 REGISTRATION 7510
RENT 7590 REPAIRS &MAINT 7630 REPAIR CAR 7700
REPLACEMENTS 7750 SALARIES & WAGES 8250 SUBSCRIPTION 8560
SUPERANNUATION 8600 TELECOM 8680 SALES TAX 700
FREIGHT 1600 STOCK 2000 MISCELLANEOUS *
CAPITAL ITEM 62100 LEASE PAYMENTS LEASE LOAN REPAYMENT REP
TOOLS 7770 PACKAGING 9040
*****************************************************************
�����Th� accoun� categorie� an� number� show� i� th� lowe� �
�����portio� o� th� scree� follo� on� o� th� standar� account
ant� �
�����schedule� fo� Expenditure�� I� thes� ar� unsuitabl� the� ma� �
�����b� altere� b� editin� th� "GENLED� comman� file�� Thi� i� o� �
�����dis� � an� calle� GENLED.CM� o� � bi� systems� Us� dBASEII'� �
�����MODIF� COMMAN� facilit� o� preferabl� � wor� processo� suc� �
�����a� WORDSTAҠ i� non-documen� mode�� t� modif�� th� accoun� �
�����categorie� an� numbers��� I� an�� event��� ther� i� n� �
�����restrictio� o� th� Accoun� code� actuall� accepte� b�� th� �
�����system�� An� � character� ma� b� used� irrespectiv� o� thos� �
�����shown on the screen.
�����Firs� ente� th� dat� o� th� cheque�� the� th� chequ� numbe� �
�����whic� ca� b� u� t� si� digit� long�� I� yo� ar� enterin� � �
�����ban� chequ� o� standin� paymen� fo� whic� n� chequ� ha� bee� �
�����raised�� ente� 99� a� chequ� number� I� thi� case� mak� sur� �
�����yo� als� ente� � � int� th� las� fiel� o� th� screen�� Next� �
�����ente� th� nam� o� th� perso� t� who� th� chequ� wa� pai� �
�����the� th� reason�� e.g�� Rent� Rate� � Taxe� etc� Next� ente� �
�����th� categor�� o� th� cheque�� Thi� i� th� numbe� o� th� �
�����Genera� Ledge� Accoun� t� whic� th� chequ� wil� b� poste� �
�����an� ma� b� selecte� fro� thos� account� show� o� th� lowe� �
�����par� o� th� scree� (se� discussio� above)�� then�� ente� th� �
�����amoun� o� th� cheque�� Finally� typ� � � int� th� las� fiel� �
�����i� thi� entr� i� fo� � ban� charg� o� � paymen� direc� fro� �
�����th� account�� I� no� pres� <CR>�� Th� transactio� wil� b� �
�����recorde� an� th� scree� redisplaye� s� tha� yo�� ma�� ente� �
�����th� cheque�� Th� dat� fiel� wil� remai� a� befor� whils� th� �������chequ� numbe� wil� b� incremente� b�� 1�� I� thes� ar� �
�����satisfactory simply press <CR> twice to accept them.
�����Whe� al� cheques� ban� charge� et� hav� bee� recorded� ente� �
������ Zer� int� th� chequ� numbe� fiel� an� pres� <CR� fo� eac� �
�����field when the General Ledger Menu will be displayed again.
8.� CHECK-OF� PRESENTE� CHEQUE� - Genera� Ledge� Men� Selectio� 2
�����Thi� selectio� allow� yo� t� mar� cheque� whe� the�� hav� �
�����bee� presente� t� th� ban� fo� paymen� t� assis� yo�� i� �
�����reconcilin� ban� statements�� o� makin� thi� selection�� yo� �
�����wil� b� aske� t� ente� th� chequ� numbe� t� check-off� afte� �
�����enterin� th� chequ� number�� pres� <CR� whe� th� detail� o� �
�����tha� chequ� wil� b� displaye� wit� a� instructio� t� "Se� �
�����Fla� t� True� i� chequ� ha� bee� presented�� I� th� chequ� �
�����ha� no� bee� presente� fo� payment� pres� <CR� whe� yo� wil� �
�����b� give� th� opportunit� t� ente� th� numbe� o� anothe� �
�����cheque�� I� i� ha� typ� th� lette� T� Yo� wil� the� b� aske� �
�����t� ente� th� nex� chequ� number� I� yo� ente� � numbe� whic� �
�����canno� b� foun� th� messag� "Chequ� no� foun� probabl�� no� �
�����entere� ye� tr�� Again�� pres� an� key�� WAITINǠ wil� b� �
�����displayed� Pres� an� ke� whe� yo� wil� onc� agai� b� abl� t� �
�����ente� � chequ� number�� Whe� yo� hav� finishe� enterin� al� �
�����cheques� simpl� typ� <CR� instea� o� � chequ� numbe� an� th� �
�����General Ledger Menu will be redisplayed.
8.3 GENERAL LEDGER REPORTS - General Ledger Menu Selection 3
������� se� o� report� i� provide� t� sho� th� expenditur� unde� �
�����eac蠠 Genera젠 Ledge� Classification� als� ᠠ lis� o� �
�����unpresente� cheques�� O� selectin� thi� ite� yo�� wil� b� �
�����aske� t� ente� � fo� � ful� report� � fo� � monthl� repor� � �
�����for a summary of the full period report.
�����Befor� proceeding�� mak� sur� tha� th� printe� i� switche� �
�����on, is on-line and has plain stationery set up correctly.
������� ful� repor� lists�� i� Expens� Typ� Order�� eac� chequ� �
�����entere� togethe� wit� � su� tota� fo� eac� Expens� typ� an� �
������ gran� total�� I� addition�� � secon� repor� i� produce� �
�����listing the unpresented cheques and their total.
������� Monthl� Repor� i� identica� t� th� ful� repor� bu� list� �
�����onl� thos� cheque� date� i� th� relevan� month�� O� enterin� �
�����"M�� yo�� wil� b� aske� t� ente� th� mont� fo� whic� th� �
�����repor� i� require� a� � digi� betwee� � an� 12�� O� enterin� �
�����the appropriate figure, the report will be printed.
�����Th� Summar� Ful� Perio� print� th� tota� expenditur� i� eac� �
�����Expense type without any cheque details.
9. BACKORDER MAINTENANCE - Main Menu Selection 9
�����Thi� men�� selectio� enable� bac� order� t� b� liste� o� �������displayed�� cancelle� an� ne� order� t� b� writte� fo� bac� �
�����orders�� O� selectin� thi� ite� th� followin� men�� i� �
�����displayed.
cp13
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
BACK ORDER MAINTENANCE MENU 10/12/84
PRESS THE KEY REQUIRED TO ENTER THE DESIRED MODE
KEY.............................MODE
1 MENU FOR DISPLAY OF BACK ORDERS
��� CANCE̠AN٠BACˠORDERӠSHIPPEĠOҠNO� REQUIRED
3 WRITE ORDERS FROM THE BACK ORDERS
R RETURN TO THE MAIN MENU
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
9.1 MENU FOR DISPLAY OF BACKORDERS MENU - Backorder Menu
Selection 1
�����This item displays the following menu.
cp15
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
MENU TO DISPLAY BACKORDERS 10/12/85
PRESS THE KEY REQUIRED TO ENTER THE DESIRED MODE
KEY........................MODE
1 TO DISPLAY BACK ORDERS FOR A CUSTOMER
2 TO DISPLAY BACK ORDERS FOR A PRODUCT
3 TO DISPLAY BACK ORDERS FOR A BRAND
4 TO DISPLAY ALL BACK ORDERS
R TO RETURN TO THE MAIN BACKORDER MENU
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
9.1.1 DISPLAY BACKORDERS BY CUSTOMER - Menu Selection 1
�����Thi� selectio� wil� displa� o� prin� backorder� fo� � �
�����particula� customer�� Th� operato� i� firs� aske� i� "outpu� �
�����i� t� printe� o� screen"�� Ente� � an� pres� <CR� t� prin� �
�����th� repor� o� simpl� pres� <CR� i� scree� displa� onl�� i� �
�����required.
�����The next question is
�����"Thi� mont� o� (P)revious�� <CR� fo� thi� month� Ente� � an� �
�����pres� <CR�� i� yo� wis� t� se� backorder� fro� an�� month� �
�����prio� t� th� curren� month� I� yo� requir� th� curren� mont� �
�����simply press <CR>.
�����Yo� wil� the� b� aske� fo� th� firs� par� o� th� nam� o� th� �������custome� t� who� th� backorder� apply��� Ente� enoug� �
�����character� fro� th� customer'� nam� t� uniquel� identif� i� �
�����an� pres� <CR>�� Th� custome� whos� nam� mos� nearl� matche� �
�����th� character� yo� hav� entere� i� displayed� I� thi� i� th� �
�����correc� custome� pres� <CR>�� I� not�� pres� � whe� yo� wil� �
�����b� give� th� opportunit� t� ente� th� nam� again�� Havin� �
�����selecte� th� correc� customer� � lis� o� th� curren� month'� �
�����back-order� wil� b� displaye� o� th� scree� o� printed�� Fo� �
�����eac� ite� o� backorde� th� Produc� Code�� ite� description� �
�����quantit� bac� ordered�� dat� ordere� an� an� comment� place� �
�����o� th� orde� ar� displayed� Whe� yo� hav� finishe� printing� �
�����pressin� an�� ke�� wil� retur� th� syste� t� th� Displa� �
�����Backorders menu.
9.1.2. DISPLAY BACK ORDERS BY HAND - Selection 3
�����T� lis� al� bac� order� fo� � particula� product�� selec� �
�����ite� �� o� thi� menu�� Again�� yo� wil� b� aske� i� outpu� �
�����shoul� g� t� th� printe� o� th� scree� the� i� yo� wan� t� �
�����vie�� thi� month'� o� Previou� month� bac� orders�� Answe� �
�����thes� question� appropriately�� Yo� wil� the� b� aske� t� �
�����ente� th� ful� cod� o� th� produc� required�� Complet� th� �
�����entr� wit� � <CR� whe� th� product� cod� an� th� descriptio� �
�����wil� b� displaye� an� yo� wil� b� aske� t� acknowledg� tha� �
�����thi� i� th� correc� produc� b� pressin� <CR� o� enterin� � �
�����i� i� i� not�� O� acknowledgin� th� correc� produc� � repor� �
�����listin� al� bac� order� fo� tha� product� wil� b� displayed� �
�����Th� Accoun� Number� quantit� o� bac� order� dat� ordere� an� �
�����an�� comment� place� o� th� origina� order�� ar� displayed� �
�����togethe� wit� th� tota� quantit�� o� th� produc� o� �
�����backorder.
9.1.3 DISPLAY BACK ORDERS BY BRAND - Selection 3
�����Thi� men�� selectio� enable� yo� t� examin� backorder� fo� �
�����an�� bran� o� product�� Th� bran� o� � produc� i� th� firs� �
�����fe� character� o� th� ite� description�� I� yo� wis� t� mak� �
�����us堠 o� thi� facilit�� yo�� shoul� arrang堠 you� ite� �
�����description� s� tha� th� firs� wor� o� tw� represen� th� �
�����supplier'� bran� name�� Again�� yo� wil� b� aske� i� outpu� �
�����shoul� g� t� th� printe� o� th� screen� then� i� yo� wan� t� �
�����vie� bac� order� fo� thi� mont� o� previou� months�� Answe� �
�����these questions appropriately.
�����Yo�� wil� the� b� aske� th� ente� th� bran� require� fo� th� �
�����search�� Typ� i� th� bran� nam� the� pres� <CR>�� N� erro� �
�����checkin� i� carrie� ou� o� bran� s� tha� th� repor� i� �
�����immediatel�� displaye� o� printed�� Th� repor� show� th� �
�����produc� code�� ite� description�� quantit� backordered�� an� �
�����date ordered for each backorder.
9.1.4 DISPLAY ALL BACKORDERS - Selection 4
�����Us� thi� men� selectio� t� displa� al� backorder� fo� al� �
�����customers�� Selec� th� printe� o� scree� fo� outpu� the� th� �������curren� mont� o� th� previou� month'� backorders�� O� makin� �
�����thes� choices�� th� repor� wil� b� produce� automatically� �
�����listin� fo� eac� backorde� th� quantit� o� backorder�� th� �
�����produc� cod� an� ite� description�� an� comment� place� o� �
�����th� origina� order�� th� dat� ordere� an� th� customer'� �
�����account number.
�����Whe� yo� hav� finishe� wit� th� displa� o� whe� th� repor� �
�����ha� finishe� printing�� pressin� an� ke� wil� retur� th� �
�����system to the display backorders menu.
9.2 CANCEL ANY BACKORDERS SHIPPED OR NOT REQUIRED - Selection 2
�����Us� thi� selectio� t� cance� al� backorder� fo� � particula� �
�����customer�� Sinc� importan� dat� wil� b� modifie� b�� thi� �
�����progra� yo� ar� require� t� verif� tha� yo� wan� t� procee� �
�����b�� pressin� <CR>�� Yo� ar� the� aske� t� ente� th� nam� o� �
�����th� custome� fo� whic� yo� wan� t� cance� AL� bac� orders� �
�����Ente� enoug� letter� t� uniquel� identif� th� custome� an� �
�����pres� <CR>� Th� customer� nam� whic� mos� nearl� matche� th� �
�����letter� entere� i� displayed� I� thi� i� th� wron� customer� �
�����rejec� i� b� enterin� � an� pressin� <CR� twic� whe� yo� �
�����wil� b� give� th� opportunit� t� ente� th� nam� again�� Whe� �
�����yo� hav� selecte� th� correc� customer� pres� <CR� t� accep� �
�����it�� Yo�� wil� the� b� aske� whethe� t� us� th� curren� �
�����month'� bac� order� o� thos� fro� previou� months� Mak� you� �
�����selectio� b�� enterin� � an� <CR� fo� th� curren� month'� �
�����bac� order� o� simpl� <CR� fo� previou� month's�� Th� dis� �
�����drive� wil� the� operat� whils� th� bac� orde� record� ar� �
�����cancelle� the� yo� wil� b� give� th� opportunit� t� ente� �
�����another customer's name.
�����Whe� al� customer� hav� bee� dealt with�� ente� Zer� instea� �
�����o� th� customer� nam� s� tha� th� mai� Backorde� men�� i� �
�����redisplayed.
9.3 WRITE ORDERS FROM THE BACKORDERS - Selection 3
�����Us� thi� men� selectio� t� cance� individua� backorder� o� �
�����writ� ne� order� fro� backorders�� Whe� a� orde� i� written� �
�����th� sourc� backorde� i� automaticall� cancelled�� Not� that� �
�����whils� i� i� possibl� t� writ� a� orde� fo� � quantit� whic� �
�����i� differen� fro� th� quantit� o� backorder�� thi� actio� �
�����stil� result� i� th� whol� backorde� bein� cancelled�� Fo� �
�����example�� suppos� � custome� ha� � quantit� o� � item� o� �
�����backorde� an� thre� becom� availabl� fo� deliver� - I� th� �
�����quantit� o� backorde� i� reduce� t� thre� s� tha� th� orde� �
�����ma�� b� produce� fo� jus� th� quantit�� available�� th� �
�����backorde� wil� b� cancelle� s� tha� th� remainin� tw� wil� �
�����n� longe� b� o� backorder�� Th� correc� procedures i� thi� �
�����cas� i� t� writ� a� orde� fo� th� ful� quantit�� show� �
�����backordere䠠 and��� i du� course��� prin� ᠠ packin� �
�����slip/cartnote�� Whe� th� cartnot� i� returne� t� accounts� �
�����showin� tha� onl� thre� item� wer� packed� th� remainin� tw� �
�����shoul� b� backordere� i� th� norma� cours� o� event� an� a� �������invoic� produce� etc�� Th� origina� dat� ordere� wil� b� �
�����retaine� s� ther� i� n� dange� o� th� backorde� goin� t� th� �
�����"end of the queue".
�����O� selectin� thi� men� ite� yo� ar� require� t� acknowledg� �
�����tha� yo�� wis� t� procee� b� pressin� <CR>�� Yo�� ar� the� �
�����offere� fiv� differen� set� o� searc� criteri� t� assis� yo� �
�����i� selectin� th� backorder� required�� se� scree� displa� �
�����below:
cp6
SEARCH FOR SPECIFIC CUSTOMER PRESS 1
SEARCH FOR CUSTOMER & BRAND PRESS 2
SEARCH FOR BRAND ONLY PRESS 3
SEARCH FOR ITEM ONLY PRESS 4
SEARCH FOR ALL BACK ORDERS PRESS 5 :0:
WHICH DATABASE TO SEARCH (C)URRENT OR (P)REVIOUS:?:
�����T� us� on� o� th� searc� criterion�� typ� it� numbe� the� �
�����typ� � "C� i� yo� wis� t� wor� wit� th� curren� month'� �
�����backorders or "P" for backorders from previous months.
9.3.1. SEARCH FOR SPECIFIC CUSTOMER - Selection 1
�����I� yo� electe� t� searc� b� customer� yo� wil� the� b� aske� �
�����t� ente� th� nam� o� th� customer�� Typ� i� enoug� letter� �
�����fro� th� customer'� nam� t� uniquel� identif� i� the� pres� �
�����<CR>�� Th� customer'� nam� whic� mos� nearl�� matche� th� �
�����letter� type� i� wil� b� displaye� togethe� wit� th� Cit� �
�����an� postcod� fro� it� address� I� thi� i� incorrect� pres� � �
�����whe� yo� wil� b� give� th� opportunit� t� re-ente� th� name� �
�����I� correct�� pres� <CR� whe� th� Backorde� Edi� scree� show� �
�����belo�� wil� b� displaye� wit� th� dat� fro� th� firs� bac� �
�����order on file for this customer.
cp16
NAME OF CUSTOMER P D S PTY LTD
ADDRESS ADELAIDE SA 5000
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
DATE ORDERED 10/12/84 INVOICE # 0
-----------------------------------------------------------------
QUANTITY BACK ORDERED : 1:
ITEM :PDS DATAFLOW SYSTEM :
ORDERED COMMENTS : :
SHIPPED BY : :
CHANGE THE ABOVE IF NECESSARY
PRESS (?) TO: (C)ANCEL, (N)EXT (W)RITE (E)ND:?:
IF W IS SELECTED, ORDER WILL BE WRITTEN FOR QUANTITY
SHOWN AS BACKORDERED AND THE BACKORDER CANCELLED.
=================================================================
�����Yo�� ma� no� alte� an� detail� show� o� th� scree� suc� a� �
�����quantit� backordered� Ite� description� Comment� an� Shippe� �
�����b� - usin� th� Editin� control� - se� below� Normally� ther� �
�����woul� b� n� nee� t� chang� an� o� thes� details� Finall� yo� �������hav� th� choic� o� enterin� � "C� t� cance� th� backorde� �
�����completely�� "N�� t� displa� th� nex� backorde� fo� tha� �
�����customer�� � t� writ� � ne� orde� fro� th� backorde� o� � t� �
�����en� thi� par� o� th� program�� Mak� th� appropiat� entry� �
�����Enterin� Рwil� caus� th� mai� Bac� orde� men�� t� b� �
�����displayed� Enterin� � wil� caus� th� nex� backorde� fo� tha� �
�����clien� t� b� displayed�� Enterin� � o� נ wil� caus� th� �
�����relevan� modificatio� t� b� mad� an� the� th� nex� backorde� �
�����for that client will be displayed.
EDITING DATA ON SCREEN
�����Yo�� ma� chang� th� informatio� i� � fiel� b� typin� th� ne� �
�����informatio� ove� th� to� o� th� old� Yo� ma� mov�
th� curso� �
�����withi� � fiel� b� holdin� dow� th� Contro� ke� an� pressin� �
�����th� "D� ke� t� mov� on� spac� t� th� righ� o� th� "S� ke� t� �
�����mov� on� spac� t� th� left� T� mov� t� th� nex� fiel� eithe� �
�����pres� <CR� o� hol� dow� th� Contro� ke� an� pres� "X"�� T� �
�����mov� t� th� previou� field�� hol� dow� th� Contro� ke�� an� �
�����pres� th� "E� key�� Yo� ma� inser� ne� character� betwee� �
�����existin� one� b� holdin� dow� th� Contro� key�� pressin� th� �
�����"V� key� releasin� th� � ke� the� releasin� th� Contro� key� �
�����h� wor� INSER� wil� b� displaye� a� th� to� o� th� screen� �
�����Whils� i� INSER� mode�� an� lette� type� wil� b� inserte� a� �
�����th� curso� position�� T� retur� t� OVERTYP� mode� repea� th� �
�����Contro� "V� procedur� whe� th� wor� INSER� wil� b� erase� �
�����fro� th� to� o� th� screen�� T� delet� � characte� a� an� �
�����time�� positio� th� curso� o� tha� character�� hol� dow� th� �
�����Contro� key�� pres� th� "G� ke� whe� th� characte� wil� b� �
�����delete� an� al� character� i� tha� fiel� t� th� righ� o� th� �
�����cursor�� wil� b� move� on� spac� t� th� left�� releas� th� � �
�����key then release the Control key.
�����Whe� al� backorder� hav� bee� processed�� th� Mai� Backorde� �
�����menu will be displayed again.
9.3.2. SEARCH FOR CUSTOMER AND BRAND - Selection 2
�����O� electin� t� searc� fo� custome� an� Brand�� th� sam� �
�����procedur� a� describe� i� Searchin� fo� � custome� i� �
�����followe� unti� th� correc� custome� i� found�� Yo� ar� the� �
�����aske� t� ente� th� Brand� Typ� i� th� firs� wor� o� tw� fro� �
�����th� ite� descriptio� whic� ma� b� use� a� � bran� identifie� �
�����and press<CR>.
�����Th� Backorde� Edi� scree� show� abov� wil� b� displaye� wit� �
�����th� dat� fro� th� firs� backorde� whic� matche� you� �
�����criteria�� Yo� ma� no� Edit� Cancel� Writ� a� order� procee� �
�����t� th� nex� matchin� backorde� o� retur� t� th� mai� �
�����Backorder Menu, as described in section 9.1.3. above.
9.3.3. SEARCH FOR BRAND ONLY - Selection 3
�����Selec� thi� choic� t� searc� fo� backorder� fo� � particula� �
�����bran� o� product�� Havin� selecte� th� curren� o� previou� �������month� backorder� yo� wil� b� aske� t� ente� th� Bran� name� �
�����Typ� i� th� bran� whic� woul� b� th� firs� wor� o� tw� fro� �
�����the item description of a group of products and press <CR>.
�����Th� Backorde� Edi� scree� abov� wil� b� displaye� wit� th� �
�����dat� fro� th� firs� backorde� fo� tha� bran� o� product� Yo� �
�����ma� no� Edit�� Cancel�� Writ� a� order�� procee� t� th� Nex� �
�����bac� orde� fo� tha� bran� o� Exi� t� th� mai� Bac� orde� �
�����menu.
9.3.4� SEARC� FO� ITE� ONL� - Selectio� 4
�����T� searc� fo� individua� backorder� fo� ᠠ particula� �
�����product�� ente� � an� � fo� th� curren� mont� o� � fo� th� �
�����previou� month'� backorders�� Yo� wil� b� aske� fo� th� Cod� �
�����Numbe� o� th� require� item� Typ� thi� in� th� ite� i� foun� �
�����an� it� descriptio� displaye� fo� verification�� I� thi� i� �
�����th� correc� ite� simpl� pres� <CR>�� I� not� typ� � whe� yo� �
�����wil� hav� th� opportunit� t� ente� th� produc� cod� again� �
�����O� acceptin� th� produc� cod� a� bein� correct��� th� �
�����Backorde� Edi� scree� wil� b� displaye� containin� th� dat� �
�����fro� th� firs� backorde� fo� th� produc� requested�� Yo� ma� �
�����no�� Edit�� Cancel�� Writ� a� order�� procee� t� th� nec� �
�����backorde� fo� tha� produc� o� Exi� t� th� mai� Backorde� �
�����menu as described in the section above.
9.3.5. SEARCH FOR ALL BACKORDERS - Selection 5
�����Thi� optio� wil� fin� al� th� backorder� recorde� i� th� �
�����syste� irrespectiv� o� th� customer�� bran� o� produc� �
�����concerned�� Afte� typin� � ente� � � t� searc� th� Curren� �
�����month� backorder� o� � Рt� searc� throug� previou� �
�����backorders��� Th堠 Backorde� Edi� Scree� wil� the b� �
�����displayed� Yo� ma� no� Edit� Cancel� Writ� a� order� procee� �
�����t� th� nex� backorde� o� Exi� t� th� Mai� Backorde� men�� a� �
�����described in the section above.
�����Note�� Whe� al� th� backorder� fo� � particula� se� o� �
�����selectio entrie� hav� bee displayed��� th堠 syste� �
�����automaticall� return� t� th� mai� Backorde� menu� I� follow� �
�����therefor�� tha� i� ther� ar� n� backorder� whic� mee� you� �
�����selectio� criteria�� th� Backorde� Edi� scree� wil� no� b� �
�����displaye� an� th� Mai� Backorde� Men� wil� b� redisplaye� �
�����immediately.
10. ENTER STOCK RECEIVED - Main Menu Selection A
�����Thi� men� selectio� allow� stoc� receive� t� b� recorde� i� �
�����th� system�� O� selectin� thi� ite� yo� wil� b� requeste� t� �
�����enter the stock code for the item concerned.
�����O enterin� th� stoc� cod� th� followin� scree i� �
�����displayed, containing the data to the stock item selected.
cp9
� CODE OF STOCK RECEIVED:PROGRAM01:
INSERT CODE OF (0) ZERO TO EXIT
PRESS RETURN IF NO CHANGE
AMOUNT IN STOCK AT PRESENT 35
PRODUCT PDS DATAFLOW SYSTEM
NEW LANDED COST : 250.00:
NEW MINIMUN SALE PRICE : 300.00:
QUANTITY RECEIVED : 0:
�����Usin砠 th堠 dat� bas� Edi� facilit�� (se� sectio o� �
�����backorders�� yo�� ma�� no� adjus� th� lande� cost�� se� � �
�����minimu� sellin� pric� an� ente� th� Quantit�� received�� O� �
�����completion�� yo� ar� give� th� opportunit� t� selec� anothe� �
�����stoc� item�� Whe� al� entrie� ar� complete� ente� Zer� wher� �
�����stoc� cod� i� requeste� an� th� mai� men� wil� b� displaye� �
�����again.
11. REPORTS - Main Menu Selection B
�����This selection allows you to produce the following reports.
cp13
*****************************************************************
STOCK CONTROL 8. STOCK REPORTS
REPORTS MENU
DEBTORS: 1. AGED TRIAL BALANCE
2. CUSTOMER LIST
3. CUSTOMER MAILING LABELS
4. OVERDUE LETTER
SALES REPORT 5. SALES TAX REPORT
6. TRADING REPORT
7. PRODUCT SALES HISTORY
11.1 AGED TRIAL BALANCE - Report Menu Selection 1
�����Thi� repor� list� eac� Accoun� i� alphabetica� orde� o� �
�����name� showin� th� las� statemen� balanc� plu� 30� 6� an� 90� �
�����day� balances�� Not� tha� th� us� o� agein� categorie� �
�����differ� somewha� fro� othe� accountin� systems�� I� i� �
�����intende� tha� th� repor� wil� b� printe� onl�� onc� pe� �
�����month� afte� th� statement� ar� run� Th� balance� 30� 6� an� �
�����9� da� field� ar� update� automaticall� whe� statement� ar� �
�����printed�� The�� d� no� chang� i� valu� unti� th� nex� �
�����statemen� run� Th� balanc� i� th� tota� balanc� show� owein� �
�����o� th� las� statemen� printed�� Th� 3� da� figur� i� th� �
�����tradin� fo� th� mont� jus� complete� an� i� no� du� fo� �
�����paymen� fo� anothe� 3� days� Th� 6� da� figur� i� tha� whic� �
�����ha� jus� becom� overdu� whils� th� 9� da� figur� show� al� �
�����mone�� whic� ha� bee� overdu� fo� 3�� day� o� more�� Fo� �
�����example�� th� statemen� ru� 30t� november�� 198� th� 6�� da� �
�����figur� i� du� an� payable�� th� 9� da� figur� wa� du� an� �
�����payabl� o� th� 31s� Octobe� (o� eve� earlier� bu� th� 3� da� �������figur� wil� no� b� du� an� payabl� unti� 31s� December� �
�����1984� Account� wit� zer� o� credi� balance� ar� no� include� �
�����i� thi� report� O� selectin� thi� repor� yo� ar� offere� th� �
�����optio� o� printin� therepor� o� o� displayin� i� o� th� �
�����screen�� T� print�� typ� "P"�� t� display�� pres� <CR>�� Th� �
�����repor� wil� b� generated�� I� yo� ha� electe� t� displa� th� �
�����repor� yo�� ma� freez� i� a� an� tim� a� i� move� u� th� �
�����scree� b�� holdin� dow� th� Contro� ke� an� pressin� th� � �
�����key�� releasin� th� � ke� the� releasin� th� Contro� key� �
�����Afte� examinin� th� displa� yo� ma� vie� mor� account� b� �
�����typin� an� key�� Thi� proceedur� ma� b� repeate� a� ofte� a� �
�����you like.
�����On completion the REPORT MENU is displayed again.
11.2 CUSTOMER LIST - Report Menu Selection 2
�����Thi� repor� list� customer� name� an� addresse� i� eithe� �
�����nam� orde� o� accoun� numbe� order�� Selec� ite� � fro� th� �
�����Report� Men� whe� yo� wil� b� aske� t� ente� "A� t� produc� �
�����th� lis� i� Accoun� Numbe� orde� o� <CR� fo� Nam� Order� �
�����Mak� sur� tha� th� printe� contain� plain��� contiuou� �
�����stationar�� an� i� read� t� prin� the� eithe� ente� "N�� an� �
�����pres� <CR� o� pres� <CR>�� Th� repor� chose� wil� prin� the� �
�����the Reports Menu will be displayed once more.
11.3 CUSTOMER MAILING LABELS - Report Menu Selection 3
�����Thi� functio� print� nam� an� addres� label� fo� mailin� t� �
�����customers�� I� ca� b� use� t� addres� th� monthl� statement� �
�����(windo� envelope� ar� cheaper� o� fo� promotiona� mailings� �
�����Th� label� ar� printe� tw� abreas� i� alphabetica� nam� �
�����order��� Us� sel� adhesiv� label� mounte� "two-up��� o� �
�����continuou� stationary�� Th� distanc� fro� th� to� o� on� �
�����labe� t� th� to� o� th� labe� immediatel� belo� i� shoul� b� �
�����9 lines of 1/2 inch spacing.
�����O� selectin� thi� functio� yo� ar� requeste� t� pres� an� �
�����ke� t� prin� stick� label� fo� al� customers� Mak� sur� tha� �
�����th� label� ar� properl� aligne� an� th� printe� i� read� �
�����the� pres� � key�� Whe� th� label� ar� finished� th� report� �
�����menu will be displayed again.
11.4 OVERDUE LETTER - Report Menu Selection 4
�����Thi� lette� i� provide� t� assis� cas� flo�� b�� demandin� �
�����paymen� fro� customer� wh� hav� a� overdu� accoun� an� hav� �
�����no� mad� � paymen� durin� th� month�� Yo�� woul� normall� �
�����expec� t� prin� thes� letter� immediatel�� afte� printin� �
�����statements� Th� progra� check� fo� an� payment� receive� an� �
�����fo� 6�� o� 90� da� balance�� I� ther� i� � 6� o� 90�� da� �
�����balanc� an� n� paymen� a� al� ha� bee� receive� i� th� las� �
�����month�� � lette� i� printed�� Th� lette� show� th� tota� �
�����owing�� th� accoun� number� nam� an� addres� a� th� to� the� �
�����print� th� sam� messag� t� eac� customer�� I� yo� wis� t� �������chang� th� tex� o� th� lette� us� MOD1CO� o� preferrabl�� � �
�����wordprocesso� suc� a� WORDSTA� i� non-documen� mode� t� edi� �
�����th� progra� fil� A:OVERDUE.CMD�� Whe� al� letter� hav� bee� �
�����printed, the main menu is displayed again.
11.5 SALES TAX REPORT - Report Menu Selection 5
�����This item produces a set of five sales tax reports:
- Sales of Quoted Goods
- Trade Sales plus Tax
- Retail Sales
- Claims for Sales Tax on Returned Goods
- Summary Sales Tax Report
�����Th� informatio� i� thes� report� ma� b� transferre� directl� �
�����onto your monthly Sales Tax return.
�����O� selectin� th� Sale� Ta� Reports�� th� followin� men�� i� �
�����displayed:
cp16
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SALES TAX REPORT GENERATOR
PRESS THE REQUIRED KEY TO ENTER THE DESIRED MODE
KEY MODE
1 SALESTAX TO PRINT
2 SALESTAX TO SCREEN
R RETURN TO MAIN MENU
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
�����Yo� ma� produc� th� report� o� � printe� b� selectin� ite� � �
�����o� displa� the� o� th� scree� only�� b� selectin� ite� 2� I� �
�����either case, the following screen is displayed:
cp7
JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY AUGUST SEPTEMBER
1 2 3 4 5 6 7 8 9
OCTOBER NOVEMBER DECEMBER
10 11 12
WHAT MONTH IS THE REPORT REQUIRED FOR : 0:
�����Typ� i� th� appropiat� selection� an� th� Sale� Ta� Report� �������wil� b� produce� automatically� O� completion� th� Sale� Ta� �
�����Report Generator Menu will be displayed once more.
11.6 TRADING REPORT - Report Menu Selection 6
�����O� selectin� thi� item� th� repor� show� i� displaye� o� th� �
�����screen.
cp11
*****************************************************************
ENTRIES FROM THE :12/18/84:
TOTAL DEBITS : 8017.40:
TOTAL CASH SALES ENTERED : 0.00:
TOTAL CREDITS TO DATE: 1875.00:
TOTAL CREDIT DUE TO CASH SALES : 0.00:
*****************************************************************
PRESS ANY KEY TO CONTINUE
WAITING
�����Whe� yo�� hav� rea� thi� repor� pres� an�� ke�� whe� th� �
�����messag� "RECALCULATING�� appear� followe� afte� � shor� �
�����interva� b� th� messag� "WAITING"�� Pres� an� ke� whe� th� �
�����report shown below will be displayed.
cp15
*****************************************************************
ENTRIES FROM THE :10/12/85: MONTHLY AVERAGES
TOTAL DEBITS : 9846.10: AVERAGE TRADING 9846.10
TOTAL CASH SALES ENTERED: 0.00: AVERAGE 0.00
TOTAL CREDITS TO DATE: 6005.00: AVERAGE 6005.00
TOTA̠CREDIԠDUŠTϠCASȠSALES:0.00� AVERAG� 0.00
FORECASTED YEARLY SALES BASED ON AVERAGE 118153.20
FORECASTED YEARLY RECEIPTS BASED ON AVERAGE 72060.00
FORECASTED YEARLY CASH SALES AT WHOLESALE VALUE 0.00
FORECASTED RECEIPTS DUE TO CASH SALES BASE ON AVE 0.00
*****************************************************************
PRESS ANY KEY TO CONTINUE
WAITING
�����Whe� yo� hav� finishe� wit� th� displa� pres� an� key�� Yo� �
�����wil� the� b� give� th� optio� o� printin� th� repor� yo� �
�����have just seen or returning to the report menu.
11.7 PRODUCT SALES HISTORY - Report Menu Selection 7
�����Thi� repor� list� al� order� writte� fo� � specifie� produc� �
�����i� pas� months�� I� doe� no� includ� order� fro� th� curren� �
�����month� I� ca� b� usefu� i� determinin� reorderin� levels� O� �
�����selectin� thi� ite� yo� ar� requeste� t� ente� th� stoc� �
�����code�� Th� ite� descriptio� i� the� displaye� an� yo�� ar� �
�����offere� th� optio� o� printin� th� repor� o� displayin� i� �
�����o� th� screen�� O� choosin� thi� optio� th� repor� i� �
�����produce� an� yo� ar� give� th� opportunit�� t� repor� o� �������anothe� product�� Whe� yo� ar� finished�� pres� <CR� a� thi� �
�����poin� instea� o� enterin� � produc� cod� an� th� repor� men� �
�����will be displayed again.
11.8 STOCK REPORTS - Reports Menu Selection 8
�����On selecting this function, the following menu is displayed.
cp15
*****************************************************************
STOCK REPORTS MENU
PRESS NUMBER TO DO:-
1 PRINT A STOCK LIST
2 PRINT STOCK ON ORDER/BACKORDER
3 PRINT A PRICELIST
R RETURN TO MAIN MENU
*****************************************************************
WAITING
11.8.1 PRINT A STOCK LIST - Stock Reports Menu Selection 1
�����THi� selectio� print� � lis� o� al� item� i� stoc� i� stoc� �
�����cod� orde� showin� th� ite� description�� th� lande� cost� �
�����th� quantit� i� stock� th� valuatio� a� cos� o� eac� produc� �
�����(lande� cos� �� quantit� i� stock�� an� th� tota� stoc� �
�����valuatio� a� cost�� O� selectin� thi� ite� � headin� i� �
�����requested�� Typ� i� th� headin� yo� wis� t� appea� o� th� �
�����repor� an� pres� <CR>�� Th� repor� wil� the� b� printe� an� �
�����the REPORTS Menu displayed again.
11.8.�� PRINԠSTOCˠO� ORDER/BACKORDEҠ-Stoc�Repor�Men�
Selection 2
����
�Thi� repor� list� i� produc� cod� order�� al� item� eithe� �
�����ordere� o� backordered�� I� als� show� th� valu� a� lande� �
�����cos� o� order� an� backorders�� I� i� intende� t� assis� i� �
�����plannin� stockin� policy�� Befor� selectin� thi� ite� mak� �
�����sur� tha� th� printe� contain� plai� continuou� stationer� �
�����an� i� ready� Printin� commence� immediatel� th� functio� i� �
�����selected�� O� completio� th� Stoc� Report� Men� i� displaye� �
�����again.
11.8.3 PRICE LIST - Stock Report Menu Selection 3
�����Th� syste� wil� produc� � pric� lis� fo� al� product� a� an� �
�����desire� discoun� of� RRP�� Thes� price� d� no� includ� Sale� �
�����Tax�� O� selectin� thi� optio� th� followin� scree� i� �
�����displayed.
cp2
� PRICE LIST TO PRINT (P) DISK FOR EDIT (D) OR SCREEN: :
WHAT IS THE RATE OF DISCOUNT FOR THE PRICELIST: 0:
�����Ente� you� selection� an� th� pric� lis� wil� b� printed� �
�����displaye� o� sen� t� dis� fo� editin� b� � wor� processor� �
�����as required. The REPORT Menu will then be displayed again.
11.9 SUNDRY LABELS - Report Menu Selection 7
�����Thi� facilit�� i� include� t� enabl� yo� t� prin� addres� �
�����label� fo� peopl� wh� d� no� hav� a� account�� O� selectin� �
�����thi� ite� yo� ar� firs� aske� wethe� yo� wis� t� prin� o� �
�����singl� o� doubl� heigh� labels�� Singl� label� allo�� fiv� �
�����line� o� printin� whils� doubl� (height� label� allo�� � �
�����line� o� printing�� I� bot� case� tw� identica� label� ar� �
�����printe� sid� b� side�� Singl� label� us� th� sam� stationer� �
�����as the Customer address labels - see Section 11.3
�����On making your selection, the following screen is displayed:
cp9
LINE 1: :
LINE 2: :
LINE 3: :
LINE 4: :
LINE 5: :
LINE 6: :
LINE 7: :
LINE 8: :
NUMBER OF LABELS REQUIRED: 0:
�����Not� thi� displa� i� fo� doubl� heigh� labels�� I� yo�� ha� �
�����chose� singl� heigh� label� ther� woul� b� onl� � line� fo� �
�����information.
�����Typ� i� th� informatio� yo� requir� i� eac� line� choos� th� �
�����numbe� o� identica� label� yo� wis� t� prin� (remember� �
�����selectin� � wil� prin� tw� identica� label� sid� b�� side)� �
�����Pres� <CR� an� th� label� wil� b� printed�� Whe� complete� �
�����the Reports Menu will be displayed again.
12. INSTALLATION MENU - Main Menu Selection C
�����Thi� selectio� allow� yo� t� instal� � ne� compan� nam� fo� �
�����prin� o� stationery�� chang� printe� routines�� initializ� �
�����memor� file� o� rese� for� numbers� O� enterin� Selectio� C� �
�����the following menu is displayed:
cp14
�*****************************************************************
INSTALLATION MENU
PRESS TO DO
1 INSTALL COMPANY NAME
2 INSTALL PRINTER ROUTINES
3 RE-INITIALISE MEMORY FILES
4 RESET FORM NUMBERS
5 CLEAR OUT ALL DATA FILES
R RETURN
*****************************************************************
WAITING
12.1 INSTALL COMPANY NAME
�����Us� selectio� 1�� t� ammen� th� compan� nam� o� eve� chang� �
�����i� altogether� Thi� ite� shoul� b� carrie� ou� a� leas� onc� �
�����whil� settin� th� syste� up�� Th� followin� scree� wil� b� �
�����displayed:
cp15
FILL IN THE BLANK LINES, THESE WILL BE SAVED AND PRINTED ON THE
PACKING LISTS, INVOICES AND STATEMENTS.
*****************************************************************
LINE 1:P D S PTY LTD :
LINE 2:(INCORPORATED IN SOUTH AUSTRALIAN) :
LINE 3:433 MORPHETT STREET, :
LINE 4:ADELAIDE, SOUTH AUSTRALIA, 5000 :
LINE 5:(08) 211 7575 :
SHORT LINE 1:P D S PTY LTD :
SHORT LINE 2:(INC IN S.AUST) :
SHORT LINE 3:433 MORPHETT ST. :
SHORT LINE 4:ADELAIDE S.A. 5000:
SHORT LINE 5:(08) 211 7575 :
�����Us� th� lef� an� righ� arro� key� t� mov� withi� field� an� �
�����th� u� an� dow� arro� key� t� mov� betwee� fields�� I� yo� �
�����wis� t� delet� � chatacter�� positio� th� curso� o� tha� �
�����character�� hol� dow� th� Contro� ke� an� pres� th� "G� key� �
�����T� inser� ne� characters� ente� th� "INSERT� mod� b� holdin� �
�����dow� th� Contro� ke� an� pressin� th� "V�� key�� Th� wor� �
�����"INSERT�� wil� b� displaye� a� th� to� o� th� screen� �
�����Repeatin� thi� proces� switche� th� INSER� mod� off�� Whe� �
�����yo�� hav� mad� al� th� desire� changes�� mov� th� curso� t� �
�����th� las� fiel� an� pres� <CR>� Th� Installatio� Men� wil� b� �
�����displayed once again.
12.2 INSTALL PRINTER ROUTINES.
�����Th� defaul� printe� se� u� whe� yo� initialise� th� progra� �
�����wa� a� EPSON (IBM)� I� yo� us� � differen� printer� yo� wil� �
�����nee� t� us� selectio� � t� instal� i� correctly� Th� progra� �������i� designe� t� operat� wit� a� 8� colum� printe� havin� � �
�����softwar� selectabl� compresse� prin� mod� o� abou� 1� pitch� �
�����Yo�� wil� nee� t� consul� you� printe� manua� t� determing �
�����th� contro� code� require� t� produc� compresse� prin� an� �
�����t� restor� th� syste� t� norma� printing�� O� selectin� thi� �
�����option, the screen shown will be displayed.
�����Ente� th� symbol� CHR(D1� � CHR(D2� int� th� "COMPRESSE� �
�����PRINԠ FIELD�� a� th� botto� o� th� scree� wher� D�� i� th� �
�����decima� equivalen� o� th� firs� contro� characte� an� D�� i� �
�����th� decima� equivalen� o� th� secon� contro� character�� Th� �
�����exampl� o� th� scree� show� ho� yo� woul� ente� th� sequenc� �
�����require� fo� th� ITO� 851� printer�� Now�� i� � simila� �
�����manner�� ente� th� contro� code(s� require� t� retur� th� �
�����printe� t� NORMA� mode�� I� an� o� th� contro� ar� norma� �
�����printabl� letters�� number� o� punctuatio� thes� ma�� b� �
�����include� insid� singl� quotatio� marks� E.G� I� th� sequenc� �
�����fo� compresse� prin� i� ESC[� thi� coul� b� entere� a� �
�����CHR(27)+'[7w'.
cp22
*****************************************************************
TO INSTALL THE PRINTER CODES FOR COMPRESSED PRINT
ON AND OFF IT WILL BE NECESSARY FOR YOU TO KNOW
THE APPROPRIATE CODES, THESE CAN BE OBTAINED FROM
THE PRINTER MANUAL,
FOR THE CITOH AND NEC 8023 PRINTERS THE CODES ARE ENTERED
AS FOLLOWS COMPRESSED:CHR(27)+CHR(81)
NORMAL :CHR(27)+CHR(78)
WHICH IS ESC 1, AND ESC N
FOR THE EPSON (IBM) PRINTERS :COMPRESSED:CHR(15)
:NORMAL :CHR(18)
WHICH IS SHIFT IN (SI) [DECIMAL 15], DC2 [DECIMAL 18]
(THE DEFAULT PRINTER IS AN EPSON)
*****************************************************************
COMPRESSED PRINT:CHR(15) :
NORMAL PRINT :CHR(18) :
�����Th� progra� carrie� ou� � prin� tes� t� check th� validit� �
�����o� th� contro� code� yo� hav� entered�� Mak� sur� tha� th� �
�����printe� i� read� the� pres� an� ke� a� instructe� o� th� �
�����screen�� I� th� prin� patter� i� satisfactory�� yo�� hav� �
�����successfull� installe� th� printer�� I� not� re-examin� you� �
�����printer manual and repeat the installation.
12.3 RE-INITIALISE MEMORY FILES - Installation Menu Selection 3
�����Thi� men�� selectio� run� th� INITME͠ progra� whic� yo� �
�����shoul� hav� use� durin� th� origina� installatio� o� th� �
�����system�� I� shoul� no� b� necessar� t� mak� us� o� i� unles� �������yo�� ar� changin� fro� a� � bi� t� � 1� bi� computer�� say� �
�����Th� instruction� concernin� initia� installatio� appl�� t� �
�����thi� men� selection�� Not� tha� yo� wil� nee� t� chang� th� �
�����compan�� nam� an� possibl� th� printe� routine� afte� usin� �
�����this item
12.4 RESET FORM NUMBERS - Installation Menu Selection 4
�����Thi� selectio� allow� yo� t� rese� th� nex� availabl� for� �
�����number� whic� ar� store� i� th� system�� I� woul� normall� �
�����onl�� b� use� a� initia� se� u� o� i� yo� mad� � chang� i� �
�����th� numberin� syste� bein� used�� O� selectio� o� thi� item� �
�����the following menu is displayed:
cp16
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
THIS PROGRAM WILL RESET FORM NUMBERS
PRESS THE KEY INDICATED TO SELECT THE FORM REQUIRED
KEY.......................SYSTEM
1 INVOICE
2 RECEIPTS
3 CREDITS
4 CHEQUE
R RETURN
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
WAITING
�����Selectin� an�� ite� fro� thi� men� result� i� th� nex� �
�����availabl� numbe� use� fo� tha� for� bein� displayed� Yo� ar� �
�����give� th� opportunit� t� ente� � differen� number�� Whe� yo� �
�����hav� don� so�� pres� <CR� twice�� th� ne� numbe� wil� b� �
�����stored and the "RESET FORM NUMBERS" screen displayed.
12.5 CLEAR OUT ALL DATA FILES - Installation Menu Selection 5
�����Th� distributio� dis� contain� som� sampl� dat� i� th� �
�����variou� file� s� tha� yo� ma� mak� us� o� th� syste� �
�����immediately�� Indeed�� yo� wil� probabl� wan� t� ente� som� �
�����sampl� dat� o� you� ow� an� practic� wit� i� befor� enterin� �
�����"LIVE� data� Whe� yo� ar� read� t� pu� th� syste� t� seriou� �
�����use�� yo�� wil� nee� t� us� thi� men� t� clea� ou� al� th� �
�����files so that you may enter the real data.
�����O� selectin� thi� item�� yo� ar� warne� o� th� consequence� �
�����an� requeste� t� ente� th� correc� passwor� t� continue� Th� �
�����passwor� i� th� curren� syste� dat� i� dd/mm/y�� format� �
�����includin� th� "/'s"�� Pres� <CR� whe� th� progra� wil� chec� �
�����th� passwor� and�� i� correct�� procee� t� zer� ou� al� th� �
�����file� an� reinde� a� necessary�� Afte� � minut� o� so�� th� �
�����Installatio� Men� wil� b� displaye� again�� Not� tha� onl� �
�����th� dat� file� ar� cleare� out�� Th� compan�� details�� For� �������numbers, and printer routines are untouched.
13. HELP - Main Menu Selection H
�����O� selectin� HELP�� severa� screen� o� informatio� ar� �
�����displaye� t� assis� yo� i� understandin� th� operatio� o� �
�����th� syste� an� th� necessit� fo� makin� backup� o� you� �
�����disks�� I� i� recommende� tha� thi� selectio� b� mad� befor� �
�����you use the system for the first time.
14. EXIT PROGRAM - MAIN MENU - Selection E
�����Whe� yo� hav� finishe� th� processin� session� selec� optio� �
�����Рfro� th� mai� men� whe� operatio� wil� terminate�� al� �
�����file� wil� b� close� an� th� operatin� syste� promp� wil� b� �
�����displayed�� IMPORTANT� D� NO� REMOV� TH� DISKETTE� O� SWITC� �
�����OFƠ THŠ COMPUTE� WITHOU� USIN� TH� � OPTIO� FRO� THŠ MAI� �
�����MEN� T� RETUR� T� TH� OPERATIN� SYSTEM�� FAILUR� TϠ OBSERV� �
�����THIӠ INSTRUCTIO� WIL� ALMOS� CERTAINL� RESUL� IΠ CORRUPTE� �
�����FILES AND LOST DATA!
�����I� i� goo� practic� t� mak� backu� copie� o� bot� disk� �
�����afte� eac� processin� session�� usin� th� utilitie� supplie� �
�����with your operating system.
15. PRICING CALCULATIONS
�����Th� metho� o� calculatin� price� i� on� whic� i� quit� �
�����commonl�� use� i� � wid� rang� o� industries�� Fo� eac� �
�����product� � Bas� Wholesal� pric� i� set� Fro� thi� figur� th� �
�����compute� calculate� � Recommende� Retai� Pric� (RPP�� whic� �
�����i� exactl�� twic� th� Bas� Wholesal� Price�� Individua� �
�����customer� ar� assigne� � discoun� leve� of� th� RPР- �
�����generall�� i� th� rang� o� 25%-40� dependin� o� thei� volum� �
�����o� busines� etc�� Not� tha� th� RR� doe� no� contai� Sale� �
�����Tax�� se� discussio� o� Sale� Ta� Sectio� 16�� Whe� a� orde� �
�����i� raise� fo� � particula� customer�� th� pric� (e�� Sale� �
�����Tax) to be charged is calculated as
( 2x Base Wholesale Prices) x (100-Discount %)/100
�����Thi� pricin� formul� ha� bee� code� directl�� int� th� �
�����comman� file� an� coul� no� b� easil� changed� nevertheless� �
�����b�� manipulatin� th� bas� wholesal� pric� an� th� discoun� �
�����level� t� customers�� mos� situation� coul� b� accomodated �
�����althoug� car� migh� nee� t� b� take� i� th� sale� ta� �
�����conten� o� Retai� sale� (se� discussio� o� Sale� Ta� Sectio� �
�����16)
�����Yo� wil� not� tha� Statement� carr� � messag� offerin� � 10� �
�����Earl� Settlemen� Discoun� (ESD)�� Th� autho� o� thi�program �
�����wa� havin� problem� wit� slo�� payin� customer� s� h� �
�����adjuste� hi� price� an� discoun� structur� t� allo� th� ver� �
�����hig� ESD�� I� worke� extremel� wel� an� improve� cas� flo� �
�����considerably�� I� yo� prefe� � lowe� leve� o� ES� o� d� no� �������wan� thi� featur� a� all�� i� i� possibl� fo� � dBAS� �
�����programmer to modify it - see Technical Note section.
�����Ther� i�� facility to produc� printe� pric� list� a� an� �
�����desire� leve� o� discoun� of� RRP�� Not� tha� thes� pric� �
�����list� ar� exclusiv� o� Sale� Tax�� i� woul� b� � simpl� �
�����matte� t� modif� thes� pric� list� t� includ� sale� ta� and� �
�����fo� tha� matter�� th� RR� wit� an� withou� Sale� Tax�� - se� �
�����Technical Notes.
16. SALES TAX
�����Sale� Ta�� i� applie� automaticall� t� sale� i� accordanc� �
�����wit� th� rat� specifie� fo� eac� produc� i� th� "PRIC� LIST� �
�����file�� I� � custome� ha� � ta�� exemptio� o� quote� � �
�����certificate�� thi� mus� b� recorde� i� th� NAMŠ LISԠ fil� �
�����whe� n� sale� ta� wil� b� charge� an� th� sale� affecte� �
�����will be recorded as exempt sales.
�����I� accordanc� wit� regulations� Sale� Ta� i� calculate� a� � �
�����percentag� o� th� wholesal� price�� Whe� � sal� i� mad� t� � �
�����custome� wh� wil� i� tur� resel� th� goods� thi� i� entirel� �
�����straightforwar� s� tha� Sale� Ta� o� � produc� whic� i� �
�����taxabl� a� 20� woul� b� calculate� a� 20� o� th� pric� fo� �
�����whic� th� produc� i� sol� t� tha� customer�� Thi� mean� tha� �
�����th� greate� th� discount�� th� les� th� actua� amoun� o� �
�����Sale� Ta� collected� i.e.� custome� wh� ha� � discoun� leve� �
�����o� 30� wil� pa� 14� o� RR� a� Sale� Ta� bu� � custome� wh� �
�����ha� � discoun� leve� o� 40� wil� pa� onl� 12�� o� RRРa� �
�����Sales Tax. This is perfectly in order.
�����Th� situatio� i� les� clea� whe� th� custome� i� a� en� use� �
�����i.e�� whe� th� transactio� i� actuall� � retai� sale�� Th� �
�����regulation� stil� requir� tha� Sale� Ta� b� collecte� o� th� �
�����wholesal� pric� but�� i� thi� case�� ther� i� n� wholesal� �
�����pric� sale�� Th� progra� therefor� use� th� bas� wholesal� �
�����pric� (50�� RRP�� o� whic� t� calculat� Sale� Tax�� Thi� �
�����approac� ha� bee� fairl� widel� accepte� b� th� Sale� Ta� �
�����Departmen� bu� w� ca� giv� n� guarante� tha� i� wil� b� �
�����acceptabl� i� an� give� situation�� Yo� ma� nee� t� discus� �
�����thi� aspec� wit� you� Accountan� and/o� you� loca� Sale� Ta� �
�����offic� i� yo� d� no� alread� hav� � clea� ruling� Shoul� yo� �
�����wis� t� chang� th� basi� o� Sale� Ta� calculatio� i� woul� �
�����b� necessar�� t� modif� th� WORDERS� an� INVOICРcomman� �
�����files.
=OOOOOOOOOOOOOOOOOOOOOOOO=
pa
� COMING ATTRACTIONS
�����W� hav� � wid� variet� o� excitin� program� alread� line� u� �
�����for future issues including:
- Sale� Managemen� syste� t� assis� sale� person� �
����������maximis� thei� effectivenes� i� � repea� cal� sellin� �
����������enviroment.
�����-����Comprehensive General Ledger Accounting System
�����-����Club Member
ship System
�����-����sale� prospect� generato� fo� easil� creatin� mailin� �
����������list� fro� th� TELECO� Yello� Page� (tr� i� manually� �
����������its a lot of work).
�����-����Registere� publicatio� mailin� lis� wit� regulatio� �
����������post code bundling
�����-����Comprehensiv� se� o� dis� utilitie� fo� repairin� �
����������damaged files, directories etc.
�����-����Communication� program� includin� TT٠ emulato� plu� �
����������ASCII and binary file transfer between computers.
�����-������� wid� variet�� o� spreadshee� application� fo� �
����������commerce, farmers and engineers
�����-����A comprehensive school administration system
- Statistical analysis programs
- Utilities for file compression and expansion
- Utilities for print spooling and Ramdisk
�����I� yo� ar� no� alread� � subscribe� t� PDS�� us� th� orde� �
�����for� i� thi� issu� s� tha� yo� don'� mis� ou� o� thes� an� �
�����other great programs.
pa
� PART C - TECHNICAL NOTES
�����Thes� note� ar� intende� fo� th� us� o� programmer� an� �
�����experience� dBAS� user� wh� ma� wan� t� modif� th� DATAFLO� �
�����Accountin� Syste� t� sui� thei� ow� purposes�� Whils� no� �
�����exhaustive��� th堠 informatio� her� shoul䠠 assis� th� �
�����experience� reade� t� understan� ho� th� syste� operates� �
�����Informatio� i� give� abou� fil� structures� th� wa� i� whic� �
�����various fields are used and the memory variables used.
1. FILE STRUCTURE
�����Th� followin� i� � lis� o� th� Dat� Bas� File� used�� thei� �
�����purpose, the field names and the data stored in each field.
CP33
STRUCTURE FOR FILE: DATAFILE.DBF
TRANSACTION FILE FOR TYPE 1 ORDERS
FLD NAME TYPE WIDTH DEC PURPOSE
001 DATE:ORD C 008 Date order was placed
002 ACCNUM C 004 Customer account number
003 CODE C 009 Product code
004 ITEM C 030 Product description
005 COST N 009 002 Base selling price
006 TAX L 001 Taxable (T) or not (F)
007 S:TAX N 005 002 Sales tax %
008 INVNUM N 005 Invoice/cartnote number
009 ORD:NUM N 008 Customer's order number
010 ITEM:NUM N 002 Line number on order
011 INV:DATE C 008 Date invoice printed
012 ORD:COM C 030 Comments entered on order
013 QTY:ORD N 004 Quantity ordered
01���QTY:BACKϠΠ 00�� Quantit��place�o� backorder
015 METH:SHIP C 010 Method for shipping
016 COST:SHIP N 006 002 Freight charges
017 DISCOUNT N 005 002 Discount allowed ($)
018 PACKED L 001 (T)rue if packing slip printed
019 INVOICED L 001 (T)rue if invoice has been
printed
020 SPECIAL L 001 (T)ru� i� Specia� pric� o� �
�����������������������������������backorde�exists. I� Ԡ� an� �
�����������������������������������QTY:BACKO<>���� indicate � �
�����������������������������������Backorde� exists�� I� Ԡ an� �
�����������������������������������QTY:BACKO=���� indicate� � �
�����������������������������������specia젠 price���� (Note��� � �
�����������������������������������Backorde� an� � Specia� pric� �
�����������������������������������cannot co-exist.)
** TOTAL ** 00152
CP7
The following files have the same structure as the DATAFILE.
FILE PURPOSE
HOLDATA Transaction file for collected goods
DATATEMP Transaction file for Cash sales
DATARCH Archive� fil� t� hol� Backorder� an� Freigh� �
���������������charges from DATAFILE, HOLDATA and DATATEMP
�.CP26
STRUCTURE FOR FILE: LEDGER.DBF
TRANSACTION FILE FOR STATEMENTS AND RECEIPTS AFFECTING SALES
(Eac�statemen�lin�i� �record��Cleare�t�LEDARCȠeac� month)
FLD NAME TYPE WIDTH DEC PURPOSE
001 ACCNUM C 004 Customer account number
002 NUM N 005 Invoice/cartnote number
003 DATE C 008 Date on invoice
004 CREDIT N 008 002 Amoun� o� credit�� i� credi� �
�����������������������������������transaction
005 DEBIT N 008 002 Amoun� o� debit��� i� debi� �
�����������������������������������transaction
006 TYPE:TRAN C 004 Whethe� "INV�� o� "REC�� o� �
�����������������������������������"ESD" or "RFC"
007 USEDSTMT L 001 (T)ru� i� thi� recor� ha� bee� �
�����������������������������������printed on a statement
008 ACCBAL N 008 002 Last statement balance
009 SALESTAX N 008 002 Amoun� o� Sale� Ta�� o� thi� �
�����������������������������������transaction
010 TAX:TYPE C 001 2 if Sales Tax No. quoted
��i� Sale� Ta�� payabl� bu� �
�����������������������������������retail sale
4 if Sales Tax payable but not
a retail sale
** TOTAL 00056
CP25
STRUCTURE FOR FILE:LEDARCH.DBF
ARCHIVE FILE FOR DEBTORS TRANSACTIONS
FLD NAME TYPE WIDTH DEC PURPOSE
001 ACCNUM C 004 Customer account number
002 NUM N 005 Invoice/cartnote number
003 DATE C 008 Date on invoice
00� CREDI� � 00� 00� Amoun� o� credit� i� credi� �
transaction
00� DEBI� � 00� 00� Amoun� o� debit� i� debi� �
transaction
00� TYPE:TRA� � 00� Whethe� "INV� o� "REC� o�
"ESD� o� "RCF"
00� USEDSTM� � 00� (T)ru� i� thi� recor� ha� �
been printed on a statement
008 ACCBAL N 008 002 Last statement balance
00� SALESTA� � 00� 00� Amoun� o� Salesta� o� thi� �
transaction
010 TAX:TYPE C 001 2 If Sales Tax No. quoted
� I� Sale� Ta� payabl� bu� �
retail sale
� I� Sale� Ta� payabl� bu� no� �
retail sale
** TOTAL ** 00056
CP35
� STRUCTURE FOR FILE: NAMELIST.DBF
CUSTOMER ACCOUNT DETAILS
FLD NAME TYPE WIDTH DEC PURPOSE
001 ACCNUM C 004 Customer account number
002 NAME C 030 Customer's name
003 STREET C 030 First line of address
004 CITYPC C 003 Second line of address
005 ALTNAME C 030 Alternate name for delivery
006 ALTSTREET C 030 First line - alternate address
00� ALTSTREE� � 03� Secon� lin� - alternat� �
address
00� DISCOUN� � 00� Customer'� discount� whol� �
number %
00� TAXNU� � 01� Customer� Sale� Ta� numbe� i� �
applicable� I� presen� n� ta� �
is charged.
01� CONTAC� � 01� Nam� o� contac� perso� a� �
customer's
01� RESAL� � 00� (T)ru� i� buyin� fo� resale� �
(F)alse i� not� Affect� Sale� �
Tax rate
01� DATENTE� � 00� Dat� o� las� update� syste� �
assigned
013 LAST:BAL N 008 002 *Last statement balance
014 THIRTY N 008 002 *Thirty day balance
015 SIXTY N 008 002 *Sixty day balance
016 NINETY N 008 002 *Ninety day and over balance
017 STATDATE C 008 Date of last statement
01� NAST� � 00� (T)ru� i� overdu� lette� i� t� �
be sent
** TOTAL ** 00263
� SE� DISCUSSIO� I� PAR� � - SECTION 11.8.3
cp21
STRUCTURE FOR FILE : PRICELIS.DBF
PRODUCT MASTER FILE
FLD NAME TYPE WIDTH DEC PURPOSE
001 CODE C 009 Product code
002 ITEM C 030 Product description
003 COST N 009 002 Base Wholesale selling price
00� TA� � 00� 00� Sale� Ta� rat� fo� thi� �
product
00� DAT� � 00� Dat� las� update� syste� �
maintained
006 STOCKED N 004 Quantity in stock
007 ORDERED N 004 Cumulative quantity sold
008 B:ORDERED N 004 Quantity placed on backorder
009 DATE:ORD C 008 Date of last customer order
010 DATE:BO C 008 Date of last backorder
011 LAND:COST N 009 002 In-store cost
** TOTAL ** 00099
CP27
�
STRUCTURE FOR FILE : RFC.DBF
TRANSACTION FILE FOR GOODS RETURNED FOR CREDIT
FLD NAME TYPE WIDTH DEC PURPOSE
001 ACCNUM C 004 Customer account number
002 CODE C 009 Product code
003 ITEM C 030 Product description
004 REASON:RCFC 030 Reason given for return
005 DATE:RCF C 008 Date returned for credit raised
006 CRED:NUM N 004 Credit reference number
007 QTY:RET N 004 Quantity returned
00� TAX:� � 00� (T)ru� i� origina� sal� wa� �
taxable
00� S:TA� � 00� 00� Amoun� o� sale� ta� t� b� �
reclaimed
01� VALU:RF� � 00� 00� Actua� amoun� t� b� credite� �
to customer
011 TAXABL� � 00� 00� Amoun� o� credi� whic� wa� �
taxable
012 INV:NUM N 005 Original invoice number
013 TAX:TYPE C 001 2 if Sales Tax No. quoted
� i� Sale� Ta� payabl� bu� �
retail sale
� i� Sale� Ta� payabl� bu� no� �
a retail sale
** TOTAL ** 00120
CP7
STRUCTURE FOR FILE : STOCK .DBF
STOCKTAKE FILE, USED FOR RAPID UPDATING OF MAIN PRICELIST FILE
FLD NAME TYPE DEC PURPOSE
001 COD C 009 Stock code
002 QUANITY N 007 Quantity in stock
** TOTAL ** 00017
cp16
STRUCTURE FOR FILE: GENLED .DBF
RECORD OF GENERAL LEDGER ACCOUNTS AND EXPENDITURE
FLD NAME TYPE WIDTH DEC PURPOSE
001 DATECHQ C 008 Date of cheque
00� TYP� � 00� Genera� Ledge� accoun� �
category
003 AMTCHQ N 008 002 Amount of cheque or charge
004 COMM C 030 Comments
005 DATE C 008 Date entered
006 PAYEE C 030 Cheque Payee
007 CHQNUM N 010 Cheque number
00� PRESENTE� � 00� (T)ru� i� chequ� ha� bee� �
presented
** TOTAL ** 00101
2. INDEX FILES
�����The following index files are used:
� FILE DATABASE FILE INDEXED FIELD
CHQNUM.NDX GENLED CHQNUM
GENTYPE.NDX GENLED TYPE
NAME NAMELIST NAME
NAMENUM NAMELIST ACCNUM
PRICECOD PRICELIS CODE
3. MEMORY FILES
�����The following Memory files are used:
FILE FIELDS CONTENTS
CONSTANT.MEM PINVNUM Next available Invoice number
POINTER� Fil� pointe� use� i� som� �
programs
POINTER� Fil� pointe� use� i� som� �
programs
POINTER� Fil� pointe� use� i� som� �
program� (Note� POINTE� �
variable� i� som� programs� �
th� store� value� ar� no� �
changed by the programs.)
CREDIT.ME� CREDIT.NU� Nex� availabl� Credi� not� �
number
GENLED.MEM CHQNUM Next available cheque number
NAME.MEM LINE1 (
LINE2 (Company name and address
LINE3 (for Invoices, Statements
LINE4 (etc.
SLINE1 (Short version of company
SLINE2 (name and address for
SLINE3 (Statements.
SLINE4 (
SLINE5 (
COMPRES� Printe� contro� cod� fo� �
compressed print.
NORMA� Printe� contro� cod� fo� �
normal print.
RECEIPT.MEM CRED:NUM Next available Receipt number
�����Al� Memor� Variable� ar� initialise� b� th� INITME� progra� �
�����whe� firs� startin� th� system�� The� ma� b� altere� throug� �
�����the INSTALL program which calls the INITMEM1 program.
4. REPRINTING ORDERS, INVOICES AND STATEMENTS
�����N� facilit�� ha� bee� provide� i� th� progra� t� reprin� �
�����orders�� invoice� o� statements�� Whils� thi� maintain� th� �
�����accountin� integrit� o� th� system�� i� ca� b� � nuisanc� i� �
�����yo�� hav� � pape� ja� o� spil� coffe� o� th� order�� fo� �
�����example�� Yo� ma� us� dBASE'� ow� facilitie� t� reprin� an� �
�����o� thes� documents�� First�� plac� th� tw� workin� disk� i� �������thei� respectiv� drive� then�� typ� DBAS� pres� <CR>�� Whe� �
�����th� do� promp� appears�� se� th� defaul� driv� t� � an� us� �
�����the appropriate database. For example:-
�����T� reprin� a� order�� us� th� DATAFILРdatabas� an� th� �
�����REPLACE function as below:-
�����REPLACE PACKED WITH F FOR INVNUM=X
Wher� � i� th� numbe� o� th� Packin� slip/Invoic� whic� yo� �
�����wish to reprint.
�����T� reprin� a� Invoice� US� th� DATAFIL� databas� an� REPLAC� �
�����th� INVOICE� fiel� wit� F�� T� reprin� � Statement�� US� th� �
�����LEDGER database and REPLACE the USEDSTMT field with F.
=OOOOOOOOOOOOOOOOOOOOOOOOOO=
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�.HE PUBLIC DOMAIN SOFTWARE ORDER FORM
To: PDS Pty Ltd
GPO Box 2245
ADELAIDE 5001
S.A.
Ph (08) 211 7575
I would like a subscription [] @ $120.00
One month trial offer [] @ $12.00
Name.............................................................
Address..........................................................
City..........................State..........Postcode............
My Cheque/Money Order/Official Order is enclosed:
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