Help:AR1-Import DM1 Transfer Files
The Customer Service/Dispatch Manager module (DM1) can produce billing for the IBS Accounting System. If the Customer Service/Dispatch Manager module is on the same network as the IBS Accounting modules, then the billing can be transferred directly into the Accounts Receivable Manager files from the Customer Service/Dispatch Manager export program.
However, there are cases when the Customer Service/Dispatch Manager programs reside on a different network than the IBS Accounting programs. This is often the case when the Customer Service/Dispatch Manager is used by an off-site location to process the billing, but the accounting records are maintained at the home office. In these cases, the billing generated by the Customer Service/Dispatch Manager must be exported via special Transfer Files from the off-site office to the home office. These special Transfer Files must then be merged into the Home Office's IBS Accounting system.
This program option is used to merge into the IBS Accounting System the billing information which was generated by the Customer Service/Dispatch Manager module and exported to special Transfer Files. It can also be used to merge in the billing which was exported from the Commercial Records Storage and Military Manager modules.
DM1 Transfer Files Location *: Enter the Drive and Path location of the special Transfer Files which were exported from the Customer Service/Dispatch Manager (e.g. A:\). Press the {?} to the right of this field to open a window titled Browse for Folder which enables you to search for the appropriate location of these files displaying all the drives and folders available on your system. This is a required field.
[Ö] Auto Add to Job Cost Files This field controls whether the system should or should not automatically assign Job Numbers to files within this transfer file. If this box is checked, then during this import process, the system will check the Job Number field for each shipment in this transfer file and will automatically assign the next available Job Number to any shipment which has not yet been assigned a Job Number.
[ Begin ] Press this button to begin the import operation. The status of the import is displayed on the window.
[ Cancel ] Press this button to cancel the import operation. This button will be disabled once the [Begin] button has been pressed.
Batch Assigned: This is an informational field only. You cannot edit the information in this field.
Records Read: This is an informational field only which displays the total number of records read during this operation. You cannot edit the information in this field.
Records Imported: This is an informational field only which displays the total number of records imported during this operation. You cannot edit the information in this field.
New Jobs Assigned: This is an informational field only which displays the total number of new jobs assigned during this operation. You cannot edit the information in this field.
Total Billing Imported: This is an informational field only which displays the total billing imported during this operation. You cannot edit the information in this field.
Total Commissions Imported: This is an informational field only which displays the total commissions imported during this operation. You cannot edit the information in this field.
File Name: This is an informational field which will display various messages during this import process. You cannot edit the information in this field.
[ OK ] This button will become enabled after the importing process is complete. Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
