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Fastbase Accounting System - Online Manual

PINS Processing (Order No. Jobs)

Document 102724/1

Entered Fri, 3 Jan 2003 14:06 by Peter Campbell
Updated Fri, 3 Jan 2003 16:32
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This option imports all outstanding Raywood data files, allows maintenance and manual additions of new jobs, produces reports of all work done, sends electronic information to taxi-charge and creates the necessary transactions for all drivers being paid in-house and accounts being billed directly.

When you first select this option there may be a short delay while all the latest Raywood data files are being imported.

Produce a Daily Job Report

To produce a report of all outstanding PINS jobs select the following options:

Action: Report Only
Output Device: Select where you want to print the report.
Press the "Run Report" button.

Maintain PINS Jobs

Select the "Maintain" button. A screen will display all outstanding jobs. Select any job to maintain. You can also select the date/file to maintain by changing the "Data ID". You can also display only jobs for a given PIN/order number by entering the number in the designated field.

Update PINS Data/Send to Taxi-Charge

When you have run all the reports you need and checked all jobs do the following to complete the task:

Action: UPDATE
Send file to Taxi-Charge? YES (unless instructed otherwise)
Invoice Date: Today's date. All driver invoices will be created on this date.
Output Device: Select where you want to print the report.
Press the "Run Report" button.

Configuration

Some details need to be configured before the above procedures will work the first time.

The file "setup.dat" needs to have the following options configured:

setup(taxi_gl_commission) - the Factoring Commission GL account number.
setup(taxi_pins_files) - the directory where the Raywood files are located.
setup(taxi_ftp_prefix) - the prefix of the filename sent to taxi-charge.
setup(taxi_ftp_host) - the hostname/address of the taxi-charge server.
setup(taxi_ftp_user) - the user name.
setup(taxi_ftp_password) - the password.
setup(taxi_default_customer) - the default customer, used when the account cannot be found.
setup(taxi_default_driver) - the default driver, used when the specified driver cannot be found.