208-436-1912 (Fax) 208-436-1914 cti@pmt.org
Computer Technology, Inc.	301 Scott Ave. #1 Rupert, ID 83350

Program Enhancements & Changes------------------------ February 5, 2008

** Project #3203 Must be Completed before Applying February 5, 2008 Program Change!!

Project #3203 – Payroll –Tax Tables Changed to Monthly

On 1/14/08 a memo was emailed regarding the changes to Payroll Tax Tables. We now use Monthly Rates in the Federal & State Withholding Tables and the FICA Percentages. You will enter the Percentage Method Monthly Rates, even though your company might pay Weekly, Bi-Weekly, Monthly or Semi-Monthly. The computer takes care of the calculations based upon the Pay Period you have entered for the employee.

This change must be completed before applying this Program Change!

** Customer Statement Printing ** (February 5, 2008 Program Change)

We have made a number of changes to Customer Statements. There are a few requests in this Program Change that Pertain to Customer Statements. We do not keep track of who uses what Statement Program. If any of the changes we have made interest you but does not pertain to the Statement Format you use, Please contact us.

To see what Statement Format you are using do the following Steps.

Step #1: On the AS/400 Command Line

Enter ‘BC’ then Press Enter

Enter your Billing Cycle and Press F5.

- In this Example we are using Cycle A.

Step #2: On the AS/400 Command Line

Enter call bstatm ‘01’

Press Enter.

Page Down to Page 2

The Statement Program you are using is shown here.

** Do Not Change the Program – Exit Out and Notify Us – We will help apply the Feature you want to the Statement Program you are using. If the Program is Changed by you, your Statements will not Print Correctly!

Project #3151 – CPNI AUTHORIZATION & SETUP INSTRUCTIONS

We have created a CPNI Authorization Program. This new Feature will check CPNI Authorization in Inquiry and Service Order Entry (Regular & 2007). There are several Options and Steps in Setting up CPNI to fit your Company needs. Please refer to the ‘CPNI Instructions’ document located on our CTI’s Website.

Go to http://www.cti-id.com/ select ‘Download the Lastest Manuals, then select ‘CPNI Instructions.

Project #2606 – Payroll Punch In/Out Option

We have added a "Punch In/Out" option to Riata Payroll. To use this feature, setup the User Edit ‘ PAYROLL-ENTRY PUNCH-IN-OUT.

Setup User Edit

Field 1 = PAYROLL-ENTRY

Field 2 = PUNCH-IN-OUT

Field 3 through 8 = Leave Blank

Once the User Edit is setup, you will need to make sure there are default Types setup for the Users that will be using the Punch In/Out option. To setup default types, from the Punch In/Out screen shown here, click on the ‘Accounting Time Entry’ button. Complete details and step in setting up Payroll Defaults was explained in Request #2577 in Program Change 06/06/07. Search in Riata Help under ‘Payroll / Load Default Time’.

Once the User Edit and Defaults are setup, when an employee selects ‘Payroll Time Entry’ from the Riata Programs Menu, the following screen will be displayed.

- The employee will select a Type, then click on Punch In.

- Example shown here is ‘Regular’ Type.

Once the employee click on Punch In, the following message will be displayed and then Payroll Time Entry will close.

Then when the Employee needs to Leave for Lunch or for the Day, they select ‘Payroll Time Entry’ from the Riata Programs Menu, the following screen will be displayed.

- The employee will select the Type, then click on Punch Out.

- Example shown here is ‘Regular’ Type.

Once the employee click on Punch Out, the following message will be displayed and then Payroll Time Entry will close.

When an Employee selects a Type such as, Sick, Vacation, Holiday, etc. Once they click on Punch In, the following window will be displayed.

They will enter the number of hours for that Type.

For Example; 8.00 = 8 hours for Vacation.

The system will accept the hours entered and a message will be displayed similar to the following Vacation Example Used.

The next time the Employee selects ‘Payroll Time Entry’ from the Riata Programs Menu, they will have the Punch In screen.

Project #3048 – Own Toll Carrier User Edit

We have created a new User Edit call ‘OWN-TOLL-CARRIER’ to allow you to add additional Own Toll Carriers.

Setup User Edit

Field 1 = OWN-TOLL-CARRIER

Field 2 = ADDITIONAL

Field 3 = Enter Own Toll Carrier Number

Field 4 = Enter Own Toll Carrier Description for Field 3

Field 5 = Enter Own Toll Carrier Number

Field 6 = Enter Own Toll Carrier Description for Field 5

Field 7 = Enter Own Toll Carrier Number

Field 8 = Enter Own Toll Carrier Description for Field 7

Once you have setup this User Edit, you can view and select these Carriers from Service Order Entry – PIC tab as shown here.

Project # 3092 – Cash Receipts Close Out / Credit Card & Other Option

We have added a Check Box on the Cash Receipts – ‘Close Out’ Screen just above the Credit Card / Other list.

When this box is checked, the ‘Cash Close Out’ printout will display all Money Type Details and Totals.

When the check-box is Un-Checked, the Credit Card /Other Detail in the list will Not be printed. ‘Other’ will still be displayed on the Printout Total section. The Close Out screen will default the box checked.

Project #3109 – Summary by Location Added to the Riata Programs Menu

We have added the Summary Program to the Riata Programs Menu. Contact your Security Personal to have access to this feature. From the Riata Programs Menu, you will select ‘Summary by Location’. The following screen will be displayed.

- Enter the Date and click on Load.

- Pre-Paid, Post-Paid, and Pay-As-You-Go are displayed.

- Excel, Print and Email options are available.

Project # 3083 – Viewing Inventory Items

We have added the ability to view Inventory Items in the Sales Report program. From the Riata Programs Menu, select ‘Sales Report’. Select the From Date & To Date, then click on ‘Load Data’. Once the Data is loaded, Click the "Inventory Only" button to view the Inventory items.

The Inventory Items displayed will be for the From & To Dates selected.

- Click on ‘Quick Sort’ button & select the Sort Option you want.

- Options to Print & Send to Excel are also available.

Project #3240 – Drop-Down List Added to Inventory Detail

We have added a new Dropdown List to the Inventory Sales Item Detail screen. This will be used when Inventory is Returned into a different Location than it was sold from and if there is no default Location setup for the Computer doing the Return.

The System pulls in the Location based on where Inventory that is sold is located. However, when a Customer is returning Inventory it may be returned to a different Location. If this is the case, pull in the Inventory that is being returned; enter a minus sign and the number of items being returned. Then select the ‘Type Code’. (In the Example shown here, – 1 is entered in the Quantity & ‘Other Return’ is selected as the Type Code.

Then Click on the ‘Enable’ button and the Drop-down list for Location will be activated.

- Select the Location the Inventory is being Returned to and Click on Update & Close or Update and Add More.

** Remember, the Location will pull in the Location Default for your Computer. If you do Not have a default this is when you will Enable the Location field and Select the appropriate Location.

To populate this dropdown list, setup User Edit ‘INVENTORY-LOCATIONS’.

Setup User Edit

Field 1 = INVENTORY-LOCATIONS

Field 2 = Leave Blank

Field 3 through 8 = XX YYYYYYYYYYYYYYYYY

XX= 2 Character Locate Code

YYYYYYYYYYYYYYYYY = 17 Character Location Description

Note: Only the 2 Character Location Code will be displayed in the Riata Inquiry on Phone Number Information Screen – Other Tab.

Project # 3091 – Directory Export (North Winds Excel Output) Directory Sections

Directory Export is located on the Riata Programs Menu.

When exporting in the North Winds Excel format, the Excel file has a new column for "Directory Section". During the export, the program now tries to find each listing's directory section by using a new User Edit called ‘ DIRECTORY- SECTION NPANXX’ and based upon the NPA and NXX defined in the User Edit.

Setup User Edit:

Field 1 = DIRECTORY-SECTION

Field 2 = NPANXX (6 digits with No Dashes or Spaces)

Field 3 = Directory Section Name

Field 4 through 8 = Leave Blank

If a matching User Edit is Not found, the NPA and NXX are written in the Directory Section column.

Note: A separate DIRECTORY-SECTION user edit must be created for each NPA and NXX that you want to assign a directory section to.

For a listing with long names that are continued on a subsequent listing with the same number, you can now have the name merged into one listing. The merged name can be up to 50 characters long. Any blank spaces are removed from the end of the name in the first record before adding to the second.

To have a listing's name continuation automatically merged, enter "9" as the Indent Level of the continuation listing, as in the example below:

Example:

In the directory file XDIRR2, the following listing has been given a duplicate phone number record in order to extend the name past 40 characters; the duplicate is given an indent level of 9.

Phone #	Indent Level	Name	Address	City
2084361122	0	Example name with over 40 characters
2084361122	9	in total.	105 C Street	Rupert

If the option "North Winds Merge Names on Indent = 9" is checked, this will result in the following single listing in the Excel file:

Phone #	Indent Level	Name	Address	City
2084361122	0	Example name with over 40 characters in total.	105 C Street	Rupert

Also, with the "North Winds Merge on Indent = 9" option checked, listings with multiple lines and the same phone number will now be exported differently.

In the Excel file, the listing's Phone Number, Address and City will now appear ONLY on the last line having the same phone number. The address and city in the last line are copied from the first non-blank address or city found; they do not have to be in the first or last line.

Example: With the following listing data in the directory file:

Phone #	Indent Level	Name	Address	City
2084361122	0	Howard Jones	100 N 300 W	Rupert
2084361122	1	Jones Inc.
2084361122	2	Technical Help
2084361122	3	Internet Division
2084361122	4	Maintenance

When exported with the "North Winds Merge on Indent = 9" option checked, the Excel listing will now be:

Phone #	Indent Level	Name	Address	City
	0	Howard Jones
	1	Jones Inc.
	2	Technical Help
	3	Internet Division
2084361122	4	Maintenance	100 N 300 W	Rupert

Project #3111 – Conference Call Processing for Range Telephone Company

We’ve added the ability to process Range Telephone CSV Conference Call files based on the Rates and Tariff codes set up in new User Edits. At this time, there are three methods supported ‘Quick Connect’, ‘Quick Play’ and ‘Quick Record’.

Quick Connect – Use User Edit ‘CONFERENCECALLCHARGE R-QUICKCONNECT’

Setup User Edit:

Field 1 = CONFERENCECALLCHARGE

Field 2 = R-QUICKCONNECT

Field 3 = Enter Rate in Dollar Amount with 2 decimals spaces

Field 4 = Enter Assigned Tariff Code

Field 5 through 8 = Leave Blank

In the example Shown, .50 cents per Minute will be charged with Tariff Code ‘TRFQC’ for a Range Telephone ‘Quick Connect’ Conference Calls.

Quick Play – Use User Edit ‘CONFERENCECALLCHARGE R-QUICKPLAY’

Setup User Edit:

Field 1 = CONFERENCECALLCHARGE

Field 2 = R-QUICKPLAY

Field 3 = Enter Rate in Dollar Amount with 2 decimals spaces

Field 4 = Enter Assigned Tariff Code

Field 5 through 8 = Leave Blank

In the example Shown, .51 cents per Minute will be charged with

Tariff Code ‘TRFQP’ for a Range Telephone ‘Quick Play’

Conference Calls.

Quick Record – Use User Edit ‘CONFERENCECALLCHARGE R-QUICKRECORD’

Setup User Edit:

Field 1 = CONFERENCECALLCHARGE

Field 2 = R-QUICKRECORD

Field 3 = Enter Rate in Dollar Amount with 2 decimals spaces

Field 4 = Enter Assigned Tariff Code

Field 5 through 8 = Leave Blank

In the example Shown, .52 cents per Minute will be charged with Tariff Code ‘TRFQR’ for a Range Telephone ‘Quick Record’

Conference Calls.

Project #3117 – Credit Score Display in Riata

We have added a new User Edit called ‘CREDIT-SCORE-SHOW’. This User Edit will allow you to determine how the ‘Credit Score’ is displayed on the Customer Account Information in Riata Service Order Entry and Inquiry on the Other Tab.

Setup User Edit:

Field 1 = CREDIT-SCORE-SHOW

Field 2 = Leave Blank

Field 3 = Enter 1 or 2 or 3 or 4 or 5 (See details below)

1 = ‘Credit Score will NOT be displayed in Service Order Entry and Inquiry’

2 = ‘Actual Credit Score IS displayed in Inquiry. And No Credit Score will be displayed in Service Order Entry.

3 = ‘LOW’ or ‘AVERAGE’ or ‘HIGH’ will be displayed in Inquiry, based on what is entered in Fields 4 & 5. And No Credit Score will be displayed in Service Order Entry.

4 = ‘Actual Credit Score IS displayed in Inquiry and Service Order Entry’

5 = ‘LOW’ or ‘AVERAGE’ or ‘HIGH’ will be displayed in Inquiry, based on what is entered in Fields 4 & 5. And Actual Credit Score IS displayed in Service Order Entry.

Field 4 = XXX (Enter a 3 digit Score – any score less than or equal to this number will be considered LOW)

Field 5 = XXX (Enter a 3 digit Score – any score between the score entered in Field 4 and the one entered here will be considered AVERAGE - any score higher than the score entered here will be considered HIGH).

Field 6 through 8 = Leave Blank

In the example Shown, Option 5 is used in Field #3.

Therefore;

In Service Order Entry;

The Customers Actual Credit Score will be displayed.

In Inquiry;

Low will be displayed if the Customer’s Actual Credit Score is Less than 499 (Entered in Field 4).

Average will be displayed if the Customer’s Actual Credit Score is greater than 499(Entered in Field 4) and Less than 599 (Entered in Field 5).

High will be displayed if the Customer’s Actual Credit Score is Greater than 599 (Entered in Field 5).

Actual Credit Score (580) displayed in Service Entry – Customer Account Information Screen – Other Tab

Average displayed in Inquiry – Customer Account Information Screen – Other Tab

NOTE: When Options 1, 2 or 3 are entered in Field 3 of the User Edit ‘CREDIT-SCORE-SHOW’, these indicate to NOT display Credit Score Information in either Inquiry or Service Order Entry, depending on the option entered. Therefore NO Credit Score Information is Displayed as Shown below.

In order to Enter or Change a Customer’s Credit Score Information you will need to change the User Edit ‘CREDIT-SCORE-SHOW’ and enter either 4 or 5 in Field 3.

Project #3119 – Master Street Address Guide (MSAG) in Riata

We have added a new option to Riata Programs Menu that will allow you to View, Edit and Add to the Master Street Address Guide file. Adding this to the Riata Programs Menu makes it easier to Reload MSAG Information.

From your Riata Programs Menu you can access this feature by clicking on ‘Master Street Address Guide (MSAG)’. You will need to contact your Internal Security Personal to get access to this option.

Once you click on ‘Master Street Address Guide (MSAG), the following screen will be displayed.

- MSAG Information will be loaded.

- You can Print this Grid by Clicking on the Print button.

- You can Download the Information to Excel by Clicking on the Excel button.

Click on the ‘Add’ button to Add a new MSAG and the following Screen will be displayed.

Enter MSAG Information and Click on Add.

To View, Change or Delete MSAG Information, double click on the MSAG and the following screen will be displayed.

- Make Changes and Click on Update to Change the MSAG Information.

- Click on Delete to delete the MSAG Information.

You can also Select Multiple records and Change the 911 ESN, Tax State, Tax State District and/or Tax City.

Select the MSAG records you would like to make this type of change to as shown below. (Click & Drag / Ctrl & Click)

Then Right Click and the following screen will be displayed.

- Enter the Changes and Click on the ‘Apply’ box in front of the options you wish to change then Click on Update. Only the options that have the Apply box checked will be updated.

- If the Apply box on 911 ESN is checked and NO Information in Entered, the following Confirmation Message will be displayed.

- Click on Yes to Confirm and the 911 ESN Information for the Records selected will be Blanked Out.

- Click on No and return to MSAG screen to make changes.

After Changes click on the Reload button for updated MSAG Information.

Project #3135 – 2007 Service Order Entry / Serial Number 2

We have changed the ‘Electronic Serial Number’ label in 2007 Service Order Entry to read ‘Serial Number 2:’.

Serial Number (Switch) = This is the Serial Number we send to the Switch

Project #3136 – 2007 Service Order Entry / PrePaid

In Service Order Entry 2007, if the Account is “PrePaid”, the ‘Do You Want to Prorate’ message box will no longer appear.

Project #3150 – Cash Receipts / Pre-Paid

In Cash Receipts, we now allow the user to continue to the Pre-Paid screen even if the Dollar amount is zero.

Project #3159 – Pre-Paid History

We have added a new line to the Pre-Paid History. After the History Information has been loaded into the list, we load the Current Information that is used for Suspend and Disconnect Notification. This new line will be the last line in the list and will be displayed in Purple as shown in the example below.

Project #3173 – Cash Receipts PDF Report

We have corrected a problem with Cash Receipts PDF Report. Permanent Disconnects now print correctly on the Report.

Project #3199 – Service Order 2007 – Added Disconnect Reason Code

We have added the Disconnect Reason code to Service Order 2007 the same as it is in Regular Service Order Entry.

Whenever the Service Order type ‘Disconnect’ is selected a Reason Code will be required on the second screen in order to continue on with the Service Order. If you do not select a Disconnect Reason code on the second screen and try to continue on to the third screen you will get the following message.

Click - OK.

You will be returned to the Second Screen to Enter a Disconnect Reason Code.

Use the Drop Down to select a Disconnect Reason Code.

Note: Disconnect Reason Codes displayed in this drop down are entered on the AS/400. From Start1 Menu; select #1 (Customer Information), then #19 (Riata), then #20 (Maintenance Items), then #20 (More Options), then #16 (Disconnect Reason Codes). Enter 9 to Add a new Reason Code or 2 to Change a Reason Code.

You can also enter a Comment below the Reason Code entered for additional details on the Disconnect Reason.

Project #3206 – Cash Receipts / View Reports Screen

In Cash Receipts, after you Finalize and Post G/L Entries, if you have Deposits that could not Post to a Customer Account there is an AS/400 report that needed to be reviewed. Therefore, we have added a Riata Screen that will display this Information automatically when you Post G/L Entries.

In Riata, after Posting G/L Entries, the View Report Screen will be displayed as shown here.

You can Print & Save this Report View to Excel.

NOTE: This screen only displays if there are Deposit Issues. If No Deposit Issues are found, the Screen will Not be displayed.

Once you are done reviewing this Information, click Exit and Processing will continue on as always.

Project #3214 – Cash Receipts - Post G/L Entries / Change Company Number & Key

We have added the ability to change the Company Number and Key when Posting the G/L Entries after Finalizing & Posting Cash Receipts. A ‘Change CO# & Key’ button has been added to the G/L Entries screen as shown here. You will use this when you have something going to the wrong Company.

- When you Click on ‘Change CO# & Key’ button, the following screen will be displayed.

- Enter the Current Company Number & Key, then Enter the Company Number & Key you want to Change to.

- Click on Update to Complete the Change.

** In this Example; we changed CO# 20 & Key 956 to CO# 25 & Key 555.

Project #3217 – Statement Printing (Change Sort by Tariff & Show Taxes in Different Section)

You now have the ability to force the Sort Order for certain Tariff Codes when Printing Statements. With this option, you can Pull-Out certain Tariff Codes that Normally Print in a Section of the Statement and have it Print in their Own Section or Include them in Another Section. This will currently work for Only BSTA6P Statements. If you are not using this type of statement and this feature interests you, please contact us.

This is based on the Revenue Belongs to and the Bill Type Codes that come from the Tariff Master.

An example of this could be; A Cellular Statement you want Roaming, Text Messaging to show in their own Sections rather than have them all grouped together as Cellular Charges.

Revenue Belongs to & Bill Type

New User Edit called ‘STATEMENT-FORCE-SORT’ has been created to allow you to force Tariff Codes to have Specific Revenue Belongs to & Bill Type coeds for Statement Printing. This could change the order & group they are printed with on the Statements. You will enter the Tariff Coeds that will be affected by this sort.

Setup User Edit:

Field 1 = STATEMENT-FORCE-SORT

Field 2 = Leave Blank

Field 3 = XXX.YY.

XXX= Revenue Belongs to Code to Use

YY= Bill Type Code to Use

Field 4 through 8 = List Tariff Codes that this Sort Applies to.

(xxxxx.xxxxx.xxxxx- 3 Tariff Codes per line, separated with a decimal. If Tariff Codes are less than 5 characters, key in leading spaces.)

In the Example Shown;

The Revenue Belongs to Code will be CTI and the Bill Type Code will be CL for the Tariff Codes 12345, ABCD.

Federal Tax & State Tax

You also have the ability to Pull-Out Federal and State Taxes and put them in their Own Section or Include them in Another Section with other Similar Charges. We have created two User Edits to handle these options.

If you do not have Tariff Codes setup for Federal Tax or State Tax you will need to setup them up first before setting up these new User Edits.

User Edit ‘STATEMENT-FORCE FED-TAXES’ will force any Federal Taxes for Statements to be put in their own Section of the Statement. The Tax amounts are pulled out of the other sections and put in a new section on the Statement based on the Revenue Belongs to & Bill Type from the Tariff Code entered in Field #3.

Setup User Edit:

Field 1 = STATEMENT-FORCE

Field 2 = FED-TAXES

Field 3 = XXXXX (Tariff Code)

Field 4 through 8 = Leave Blank

(If Tariff Code is less than 5 characters, key in leading spaces.)

User Edit ‘STATEMENT-FORCE STATE-TAXES’ will force any State Taxes for Statements to be put in their own Section of the Statement. The Tax amounts are pulled out of the other sections and put in a new section on the Statement based on the Revenue Belongs to & Bill Type from the Tariff Code entered in Field #3.

Setup User Edit:

Field 1 = STATEMENT-FORCE

Field 2 = STATE-TAXES

Field 3 = XXXXX (Tariff Code)

Field 4 through 8 = Leave Blank

(If Tariff Code is less than 5 characters, key in leading spaces.)

NOTE: * Make sure you Test this before Printing All of Your Statements! Print just a couple of Statements first and Verify everything looks correct!

Project #3219 – Cellular SMS & MMS Free Messages

There is a New Option to give Free SMS and MMS Messages that are combined. This new option will allow you to give Free Messages and it doesn’t matter whether it is SMS or MMS. The two will be combined and sorted by date and the earliest messages will be given free first. This can be part of a regular PCS Plan or can be an Add-On Feature.

From Start1 Menu; select #23 (System Maintenance), then #24 (Goto Wireless Menu), then #4 (Key/List PCS Packages) – 1= Key/List PCS Packages – place a 2 (Change) in front of a Package – Page down to Page 2.

** The Program Code needs to be a CSM or CS2 if it is an add-on Feature.

Page down to Page 5.

The messages are combined; therefore, the SMS Options field will be used for this new Option to give Free SMS and MMS Messages. (Press F6 – to See Options)

- Key in ‘04’.

The number of Free Messages also comes from the SMS Incoming Free field.

To make it clearer, enter the number of Free Messages in all the SMS and MMS fields.

This Example will allow 50 Free Messages Total. Regardless if it is a SMS or MMS. After 50 Messages, an overage charge of .10 will be charged for SMS and an overage charge of .05 will be charged for MMS.

You can have different overage charges for SMS and MMS. Messages are rated in this process unless there are other available Free Messages. If there are other available messages, the normal SMS/MMS processes will rate the overage.

Project #3198 – Cash Receipts / Paid Up to Date

In Cash Receipts, we check the “Paid Up To Date” and see if it has passed. If you are on the Pre-Paid screen and daily is a decrement, the following message will be displayed asking the user to select the “New Start Date”.

Click on OK

The following screen will be displayed.

-New Start Date is Only available if the Paid Up to Date is in the Passed. Default will be today’s date.

- Enter the ‘Number of Days’ (30 Days is defaulted)

- New Paid up to Date will be displayed based on the 30 day default.

** To Change the New Paid up to Date, Enter the ‘Number of Days’ and Click on ‘GO’ – the New Paid up to Date will be adjusted.

- You can Click on ‘Figure Days’ to have the system automatically calculate the Number of Days, based on the Amount entered on the Cash Receipt and the Amount needed for this Account. The ‘New Paid up to Date’ will be also be adjusted.

- Click on Need $ Change button, for window to help calculate Cash Tendered.

- Click on Save and Print to Complete the Cash Receipt and Save the Paid-Up Information. The following confirmation message will be displayed.

The Pre-Paid screen displays the Local Calls amount needed based on the Number of Days entered. Therefore, if you click on Save & Print and the Amount received on the Cash Receipt showing in the ‘Amount Total’ does not balance with the ‘Amount Entered’. Amount Entered is the total of Other Local + BCGI + Other A/R.

When a Difference is displayed and this Message is displayed.

- If, you answer ‘No’ to cancel and go back to the Pre-Paid Screen and adjust the Number of Days as needed.

- If you answer ‘Yes’ to Continue and apply the Number of Days as stated – the Billing Updated message is displayed.

*** Make sure you Collect the correct amount for this Cash Receipt, because once you click on OK – the Cash Receipt is added.

Project # 3204 – Store Location Dropdown Added to Service Order Entry

We have added a ‘Store Location’ dropdown to the Phone Number Information Screen - Other tab in Service Order Entry.

This is the Location that is assigned to the Phone Number until it is changed. The system will Not assign a Phone Number a Location. This dropdown list is populated with the items entered in the User Edit ‘INVENTORY-LOCATIONS’.

Setup User Edit:

Field 1 = INVENTORY-LOCATIONS

Field 2 = Leave Blank

Field 3 through 8 = Enter a 2 Character Actual Location Code, a space, then a 17 Character Description

(Enter a 2 character location & 17 character description in each field 3 through 8 – multiple User Edits are allowed)

NOTE: **If you have User Edit “S2PCINFO” and “S2LOCATION” set up we will try to automatically select the Store Location with the location for the current PC.

If you would like to have ‘Store Location’ a Required field, Setup User Edit ‘STORE-LOCATION REQUIRED’.

This User Edit will force the user to select a Store Location on the "Other" tab in the Phone Number Information screen.

Setup User Edit:

Field 1 = STORE-LOCATION

Field 2 = REQUIRED

Field 3 through 8 = Leave Blank

Once this User Edit is setup, you will be required to enter a Store Location when updating the Service Order.

If one is not selected the following error message will be displayed requiring you to select at Store Location.

Project #3236 – View Data Amounts in Riata Inquiry

You can now view Data Amounts in Riata Inquiry. From Riata Inquiry – Phone Number Information Screen, click on the ‘Toll Inquiry’ button. Then select either ‘To View’ or ‘Generate Credit’. The following screen will then be displayed.

- Select ‘SMS/MMS Data Messages’

- Select ‘DATA’

- We display ‘Total KB (Kilobytes) In’ and ‘Total KB (Kilobytes)Out’ for Data.

-

-

- Select ‘SMS or MMS’

o We display ‘Total Qty (Quantity) In’ and ‘Total Qty (Quantity) Out’ for SMS / MMS.

Project #3243 – Setting Up Riata Payroll Users

We have changed the way you Add, Change and Delete Users from the ‘Payroll Time to AS/400’ option on the Riata Programs Menu. We have added 2 additional Supervisors in case an Employee’s main Supervisor is not available, there is another Supervisor that can Approve time. You will have the ability to Change the Employee, User, Supervisor, Supervisor 2 and Supervisor 3.

From the Riata Programs Menu – Click on ‘Payroll Time to AS400’. You will need to contact your internal Security Personnel to have authority to this feature.

The following Screen will be displayed.

Click on ‘Pull’ to view all Employees. The following Screen will be displayed.

- Click on ‘Set Up Users’ button.

The following Screen will be displayed.

- Duplicate Employee’s will be displayed in Yellow.

CHANGE

- You can either double click on a Employee or Click once to highlight the record, then Click on Edit to make changes.

- Make the Change you wish, then click on ‘Apply Changes and Exit’. Or click on ‘Cancel Edits and Exit’ to cancel changes.

- If you make a change the following confirmation message will be displayed.

** You can change Multiple Records at once. Highlight the all the Records you would like to change, then click on Edit. You will Not be able to Change the Employee on Multiple Records.

- Enter the User, Supervisor, Supervisor 2 and Supervisor 3 you want to change to, then Click on ‘Apply Changes and Exit’.

- The following Confirmation Message will be displayed.

DELETE

- You can either right click on a Employee and select Delete from the menu displayed or Click once to highlight a Record, then Click on the Delete button to remove the Record. You can highlight or select Multi Records if needed.

- Once you select a Delete option the following Confirmation message will be displayed.

- Click on Yes to Delete the Record or No to Cancel and Not Delete the Record.

ADD

- To Add a new Record – Click on the ‘Add New’ button. The following screen will be displayed.

- Enter the Information in this Window and Click on ‘Apply Changes and Exit’.

Project #3246 – Riata Payroll / Load All Potential Employee Check Box

We have added a ‘Load All Potential Employees’ check box in Riata Payroll for Supervisors. Note: Only Authorized Supervisors will have access to this option.

From the Riata Programs Menu, select ‘Payroll Time Entry’, then click on ‘Accounting Time Entry’ button.

When the user selects the ‘Approve Time’ option, the ‘Load All Potential Users’ checkbox will become available.

With “Load All Potential Users” checked, the system will display all the Employees that have the Signed-On Supervisor in the Supervisor, Supervisor 2 and/or Supervisor 3 Fields. See Example show below.

If “Load All Potential Users” is Un-checked, the system will display all the Employees that have the Signed-On Supervisor in Only the Supervisor Field. See Example show below.

We have also added “Load All Potential Users” to the Employee History screen.

With “Load All Potential Users” Un-checked, the system will display the Supervisor’s History and all the Employees that have the Signed-On Supervisor in Only the Supervisor Field. See Example show below.

When “Load All Potential Users” is Checked, the system will display the Supervisor’s History and all the Employees that have the Signed-On Supervisor in the Supervisor, Supervisor 2 and/or Supervisor 3 Fields. See Example show below.

Project #3250 – Print Circuit ID# on Statements

We have added the option to print Circuit ID# on Statements. This will print in the first section on the Statement for the Special ID Number. The printing of this and what actually prints is controlled by a New User Edit. This only works if using statement program BSTA6P.

Setup User Edit:

Field 1= BSTA6P-SHOW-CIRCUIT#

Field 2 = Leave Blank

Field 3 = Y (Key a ‘Y’ if you want to print the Circuit Id# from physical tab in Riata)

Field 4 = Y (Key a ‘Y’ if you want to print Description 1 from Facility Access Service Billing)

Field 5 = Y (Key a ‘Y’ if you want to print Description 2 from Facility Access Service Billing)

Fields 6 through 8 = Leave Blank

There are three possible descriptions to print. 1) The Circuit ID # from the Physical Tab in Riata. 2) Description 1 from Facility Access Service Billing. 3) Description 2 from Facility Access Service Billing Options 2 & 3 are from CABS menu #3. You can print any or all of these.

Remember that you can print any combination of these descriptions. If the description you are trying to print is blank, no line will print. If printing the descriptions from Facility Access Service Billing, there has to be a Circuit Id# in the physical tab to match up to.

Project #3034 – CABs Billing / Output to File

When doing CABs Billing we will now output to file BCBB & State & Feature Group (BCBB1D). We will output to this file when Printing the Cabs Bills and an Account is Setup in #16 'Key Cabs Carriers'. You will need to have a Riata Account Number, Riata Sub-Account Number and Riata Tariff Setup for the Carrier as shown here.

From Start1 Menu; select #3 (Cabs Billing), then #16 (Key Cabs Carriers) – select Carrier and page down to the second page – Enter the Riata Account#, Account Sub# and Riata Tariff.