Author Archives: Archie Tucker

Total Order Plus Version 2018 Features

The features listed below are included in the latest version of TOP 2018:

  • Backorder mask increased to 999,999.99 on the Backorder Report
  • Several reports have been added to print to a PDF:
  1. Accounts Payable Check Register
  2. Accounts Payable Payment Selection Register
  3. Accounts Payable Check Reconciliation
  4. General Ledger Chart of Accounts
  5. General Ledger Journal Entry Report
  • Correction made to General Ledger Retained Earnings at the end of a year
  • TOP Welcome screen displays the number of BBx licenses in use and if the license is currently up to date
  • Maintain Address Data in Order Entry now contains a new option ‘Is The Address Information Correct?  (CR-N-EMAIL-End). Type EMAIL to enter Other Order Information – Job Description, Customer Email and Ship-To Email
  • Added order Revision Date to Order Entry Header Data and all Order Entry history files
  • Added salesperson email address to the Salesperson Masterfile Maintenance on the Sales Analysis System Menu
  • Expanded the title and telephone extension fields for the Accounts Receivable Customer Contact Maintenance

 

 

Steps Prior to Entering a New Inventory Item

Prior to entering a new inventory item, you must first set up segment one codes (and segment two codes, if applicable) and distribution codes located on the Inventory Control Definition Menu. You must also enter product categories and discount classes, located on the Inventory Control Options Menu.

Segment One codes can be used for pricing only, tracking items in inventory, a kit item or manufactured item code. Segment Two defines the manufacturer.

Distribution Code Maintenance is used to tell the system which General Ledger accounts to debit and credit when posting inventory transactions, physical count or sales data. You must set up distribution codes whether or not you are interfaced to the G/L. When you add a new item to the Inventory Master, you assign one of your distribution codes to that item. This tells the system which set of accounts to use when posting the daily transactions.

The product category can be up to 3 characters, with a description of up to 30 characters.  The product code is used to maintain product categories which are used for reporting sales figures for customers on a monthly basis.

The  discount class code is 2 characters in length and the description is 24 characters.  Discount levels are used to automate the discount process in order entry. During order entry, the system checks the customer for a discount level and the item for a discount class to find a discount percentage in the Item Discount Class file.

 

 

 

 

Accounts Payable Invoice Credit Card Option

On the Accounts Payable Options Menu, there is a selection ‘Terms Code Maintenance’. You can enter credit card terms codes to be used in the Vendor Master and in Invoice Data Entry. You can override the terms code in Invoice Data Entry if their regular terms code is not a credit card. Once the invoices are updated, they will display on the Vendor Open Invoice Display. There may be some vendors that prefer you pay their invoices with a credit card.

You may have multiple credit card terms codes –  i.e. AX American Express, MC Master Card, VI Visa, etc.  When you enter an invoice for a vendor that you want to pay with a credit card, you need to make sure the terms code is correct on the invoice. It is always a good idea to enter a memo to show ‘Paid by Credit Card’ so it displays in invoice history.

When the invoice is updated, the invoice will display on the vendor account in A/P Open Invoice Display with a zero balance. In the A/P Invoice History Display, instead of a check number, it will display the name of the credit card used for payment – i.e. *AMEXP.

The result of the transaction will post to the General Ledger End of Day.

Add Address Objects/Groups to Sonicwall

To add address objects for access to a customer’s Sonicwall, you will need to login to their unit and follow the instructions below:

In your browser, enter  https:// plus the WAN IP address

Select Network  –>  Address Objects to display the current Address Objects and Groups

Click on Add to enter either one or the other – below are the screen shots for each:

object1object2 object3 object4

How to Remove the BackupEdge schedule.lck file(s)

When BackupEdge begins a scheduled Job, it checks for the existence of a lock file called /usr/lib/edge/lists/(jobname)/schedule.lck. If this file exists, it assumes that another instance of the Job is currently running, and terminates without beginning a backup. An appropriate email message is sent to the user designated to receive failure notifications. If the /usr/lib/edge/lists/(jobname)/schedule.lck file does not exist, BackupEdge creates it. If a backup terminates properly, with either a pass or fail status, the schedule.lck file is automatically deleted. If the file is not deleted prior to the next scheduled backup, it will create an additional lock file schedule.lck00, etc. until the lock files are removed.

Login:   root

Password superXXX

To remove the lock files, you can enter this command:

cd  /usr/lib/edge/lists/(jobname)  (i.e.  A, TOP, TOP_DATA001, etc.)

To list the files and see if there are multiple lock files, enter this command:

ls   -l

Remove the lock file(s) using this command:

rm  schedule.lck  schedule.lck00, etc.

Type exit to return to the login prompt.

 

 

Basis BLM Install Instructions

Log in to www.basis.com  ->  Select Products  ->  Downloads  ->  Basis License Manager  ->  Platform/Availability  ->  Microsoft Windows AMD64  ->  Oracle JDK Download and agree to license agreement.  Select Windows x64 download.

Open Java Download  ->  Select Next  ->  Next  ->  Next for destination folder  -> Close

Under Downloads select BBj Package (includes BLM)

Enter Contact info (use customer information except for Name and Email)  ->  Select Download

Open Java Installation file (JAR)

Language Selection Window

Select Next

Welcome Window

Select Next

License Agreement Window

Select Accept  ->  Select Next

Directory Selection Window

Enter C:\TOP\bbj  ->  Select Next

JVM Selection Window

Select Next

Installation Type Selection Window

Select Typical  ->  Select Next

Configure Web Start Window

Select Trust Basis  ->  Select Next

Web Start Certificate Window

Enter Company Name

Jetty Host (External) defaults to top2-PC

Jetty Port defaults to 8888

Select Next

Installation Summary Window

Select Next

Basis UAC Configuration Window

Select Use standard privileges  –>  Select Next

Retrieve a License Option WIndow

Select Retrieve a license  –>  Select Next

Registration Window

Company Name:  Enter company name

First Name:  Archie

Last Name:  Tucker

Email Address:  atucker@mindwarecorp.com

Phone:  480-282-2078  ->  Select Next

License Registration Information

Serial Number:

Authorization:

User Count:  (Skip)

Host Name: (Default)

Host ID:  (Default)  ->  Next

License Registration and Delivery Methods Window

Select Registration and install a license automatically  ->  Select Next

Configure BLM Startup Window

Configure the BLM to run as a Windows service

Startup Type:  Automatic  –>  Select Next

Stop/Start the Basis License Manager

Start the Basis License Manager  ->  Select Next

Configure BBj Services should run automatically after user login  ->  Select Next

Start/Stop BBj Services Window

Start BBj Services  ->  Select Next

The Wizard Process Complete Window

Select Finish

 

 

 

Anzio Lite .bash_profile Red Hat Linux

Below is an example of what should be set up in each user’s profile in order to be able to login to TOP using multiple sessions but only one BBx license.

Login as root and enter this command:

cd /home/user_name

vi .bash_profile

Add the following code:

# Get the aliases and functions

if [ -f ~/.bashrc ]; then

. ~/.bashrc

fi

# User specific environment and startup programs

PATH=$PATH:$HOME/.local/bin:$HOME/bin

export PATH

FACETTYPE=FacetWin;export FACETTYPE

FACETWININFOSEQ=ENABLED;export FACETWININFOSEQ

printf “\034env/s anz ip\035″

read FACETWINIPADDRPC

export FACETWINIPADDRPC

cd /a/top

exec /a/top/top

exit

 

NNA01 – Montana Stamp Manual

NNA01 – Montana Stamp Manual

Montana System Overview
Stamp text is entered using Microsoft Word. InDesign is used to format the text into stamp images.

Naming and Location Information
Data and templates are located in: C:\Users\mfg\Desktop\Montana Stamps
Word text document: MTData.docx
InDesign template: New MT_Page.indt

How To Information
Open MTdata.docx and edit stamp text
Open New MT Page.indt
Click on Text tool
Select text box in upper-right-hand corner
Push CTRL+D and select MTData.docx
Data from MTData.docx will automatically flow into text boxes to create stamp artwork

Sample Information
Below is a sample for the text entered in Word for MTData.docx. The text is AvantGarde Md BT 8 point centered, except for the first name line which is 6 point. The text begins with the word MONTANA, and each stamp is 7 lines. the example below is for 2 stamps.

MONTANA
John Doe
JOHN DOE
NOTARY PUBLIC for the
State of Montana
Residing at Billings, MT
My Commission Expires
December 31, 2018
Jane Smith
JANE SMITH
NOTARY PUBLIC for the
State of Montana
Residing at Great Falls, MT
My Commission Expires
March 22, 2019

General Ledger End of Year Closing Procedure

Select General Ledger on the TOP Main Menu  –>  Select General Ledger System Menu  –>  Press F5 to set your date to the last day of the year you are closing  –>  Select General Ledger End-Of-Year Processing

Messages will display on your screen to make sure you have made all journal entries for the year prior to closing:

YOU HAVE SELECTED TO CLOSE THE YEAR
Entries Cannot Be Made To A Closed Year

Press any key to continue:

      Warning! Entries Cannot Be Made To A Closed Year
All Posting And Journal Entries
Must Be Completed Before Closing The Year

 Press any key to continue:

Type Yes to begin the year-end update for the year-end date displayed  –>  Type Yes to clear yearly summary of postings for the current year

Select a printer for the Period Summary of Postings —>  TOP will post closing entries to all income and expense accounts so the beginning balance for the new year will be zero

Type Yes if the summary of postings printed correctly  –>  Type Yes if the trial balance printed correctly

Message on your screen displays that the Year-End Processing has been completed. The current period and the date for the new year is updated in Accounting Period Maintenance.

General Ledger End of Month Procedure

Select General Ledger on the TOP Main Menu  –>  Select General Ledger System Menu  –>  Press F5 to set your date to the last day of the month you are closing  –>  Select End-Of-Period Processing

Current Accounting Period and Ending Date will display on your screen  –>   Type Yes to continue

EOM_PROCEDUREPeriod End Processing Procedures display on your screen  –>  Type Yes to continue with the period-end procedure

TOP will check to make sure all journal entries, recurring entries, allocating entries and tax provisions are updated for the current month. You have the opportunity to select to print the summary of postings, trial balance and financial statements to a printer or to a PDF file stored in the EXPORT folder.

Notes:

TOP will keep track of each procedure as it is completed. If you exit the process at any time, the end of month process will continue where it left off upon reentry. System will automatically update the current period in Accounting Period Maintenance upon completion.