Monthly Archives: October 2013

Basis JDBC/ODBC Installation

Download Java JDK (Not JRE)

Note: Basis doesn’t support the latest version of Java, so version 8 must be used.

Download from:

http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html

Open and run after download

Download BASIS BBj (Includes license manager and JDBC/ODBC driver)
Download from www.basis.com > Products > Downloads > BBj and Barista
Open and run
Select default folder (c:\bbj) and select Typical option
Register for a License
Enter customer name for Customer Name
Enter Mindware info for name/phone/email
Enter License
Enter information from BASIS License Registration Form

Select Register & install a license automatically
Configure the BLM to run as a WIndows Service
Startup Type: Automatic
Start the BASIS License Manager
As a Windows Service
Enter password for user
Start BBj Services
Select Finish

You may need to Allow access to the ThinClientProxyService.exe from your Firewall

Start Enterprise Manager
From Windows Start Select BASIS > BBJ > Browser EM
Double Click on PC Name on left side
User: admin
Password: admin123
Select Login

Create Database
Select Anchor icon under DATABASES to attach database
Click on Databases and Select +
Database Name: TOP_SHP### (### = TOP Company Number)
Dictionary Type: Legacy Format
Data Files: C:\TOP_DATA\CO001\
Data Dictionary: C:\TOP_DATA\SGDIR\
Select OK

Table TOP_SHP### should now display

Create Data Source (With Worldship 2014 You Must Do This From Within Worldship)
Select Start > Control Panel > Administrative Tools > Data Sources (ODBC)
Select System DSN Tab
Select Add Button
Select BBj ODBC Driver
Select Finish Button
Name: TOP_SHP###
Description: Total Order Plus Shipping – ###
Server: Name Of PC
Database: TOP_SHP###
User Name: admin
Password: admin123

Select OK

TOP Contacts

My Two Cents, by Archie Tucker

Are you getting the most out of your contact information? Each customer and vendor can have up to 99 contacts. Besides the obvious uses, this information can be used for emailing, sending UPS tracking information and updating contacts on other systems. Updating contacts on other systems is what we will be covering in this post. Examples of other systems would be:

PC
Smartphone
Tablet
Google Plus
Web Based Newsletter

To export customer contacts, use the Export Contacts for Outlook on the A/R Import/Export File Menu. For vendor contacts, use the Export Contacts for Outlook on the A/P Import/Export File Menu. Both programs have numerous options for exporting. A new file format, vCard (format for electronic business cards) has just been added to both contact exports.

Accounts Receivable Credit Codes

The Tech Line, by Joanne Simmons

Question:

Several of our customers are having credit issues on paying their invoices. Some of them are past due by many months, some are making partial payments, others on a payment plan, etc. How can we designate which ones have these different issues?

Answer:

Total Order Plus allows you to set up various credit codes in Credit Code Maintenance on the A/R Options Menu. If you have a customer that is past due by many months, you should assign the credit code CH (Credit Hold) to their account by accessing the Credit Code field under Customer Status Maintenance on the Customer Master Sub-Menu. TOP will not allow any orders or invoices to be processed for that customer until the code is altered or removed. Any credit code that has a ‘C’ as the first character will be treated as a Credit Hold during Invoice Entry but not Order Entry.

CH can be automatically set using the Credit Hold Update on the A/R System Menu. It uses the Order Entry Terms Code Maintenance Credit Hold value for the number of days before putting an account on credit hold. There is an override flag in the Customer Master (Update CH) that allows you to bypass an account during the Credit Hold Update.

To categorize the other customers, you can set up multiple credit codes to describe their situation. For example, CO – Collections, PP – Payment Plan, WO – Write Off, etc.