DacEasy by Sage Version 16 Readme

General Information

Tested Environments and Hardware

Specific information about environments and hardware used when testing DacEasy is included in the Help. Refer to the Troubleshooting book on the Contents tab in the appropriate Help file for more information.

• The Business Center Help includes a list of tested environments. DacEasy v16 was also tested using Windows Server 2003.
• The Help for each module includes a list of tested printer and fax drivers.
• The Order Entry and Point of Sale Help includes tested hardware such as bar code printers, cash drawers and receipt printers.

Interfacing with DacEasy Accounting

DacEasy Accounting Version 16 only interfaces with other DacEasy Version 16 modules. You cannot interface DacEasy Accounting v16 with modules from prior versions of DacEasy.

Important: DacEasy v16 does not contain the Job Manager module, which includes both Job Costing and Estimating, which was provided in previous versions of the DacEasy product. If you are an upgrade customer, this version will not work with your Job Manager module. If you currently use, and want to continue to use, the Job Manager module, you should not install this product and return the package and its contents to Sage Software, Inc. Sage Software no longer supports version 12 which contains Job Costing.

This Program does contain a Simplified Job and Project Tracking feature for use in the Accounting, Order Entry, and Payroll modules, however if you are an upgrading customer, your data contained in the Job Manager module provided with versions 12 and earlier of the Program cannot be converted for use with this new feature.

Networking

If you are running DacEasy in a network environment, it is important that you use the UNC path to the data files on the network. Use the UNC path when adding your data directly from a module or when adding the data to a profile in the Business Center. Use the same UNC path on the server and all workstations. You must install DacEasy on the server (or computer that houses the data) as well as each workstation.
 

Printer Requirements

DacEasy requires a printer driver on your computer, even if you do not have a printer attached to your computer. A printer driver is required to generate error log files and other output.

E-mail Requirements

In order to e-mail reports and forms MAPI (Microsoft Windows Mail API) must be installed. In System Preferences, the E-mail tab has an option that deals with the MAPI log on and automatically defaults to Use default profile. If the Use default profile is checked MAPI uses the profile settings from the current Windows user. If the box is not checked, a valid user for the e-mail service used by MAPI and that user's matching password is required.

Changing the Date in the Cash Module

When recording cash receipt transactions in DacEasy Accounting, the transaction date returns to the program date after saving each transaction. Prior to Version 11 the transaction date used upon entering the first cash receipt was retained for all cash receipt transactions until you exited the Receipts dialog box. The change was required to properly view posted cash transactions from the Receipts dialog box. If recording several cash receipt transactions using the same date, click Options, and then select Date. Type the date, and then click OK to save the program date. Each cash receipt transaction recorded uses the new program date saved.

Allocating Memory in the Cash Module

If you are entering a cash receipt, cash payment or cash adjustment in DacEasy Accounting and the open invoices fail to display for the customer or vendor, you may need to increase the amount of memory allocated to the Cash module. For more information, refer to the "Why do my open invoices fail to display in the Cash module?" topic in the Frequently Asked Questions book on the Contents tab of the Accounting Help.

Note: You can also run the Period End routine, which removes paid invoices from the Open Invoice file. Reducing the size of the file may allow you to see all of the open invoices without having to allocate additional memory.

Blank W-4 Form

A blank W-4 form is located on the DacEasy by Sage installation CD-ROM. This file, fw4.pdf, is located in the Utility\Forms\Payroll folder.

Registry Setting for Select Checks in DacEasy Accounting

If the memo line prints on the border when printing checks on Select Check forms in DacEasy Accounting, use the following utility to add information to your registry settings. This information changes the formatting and corrects the alignment.

To Add the Registry Setting Information for Select Checks

1.      Browse the DacEasy Version 16 installation CD-ROM. Double-click the Utility folder, and then double-click the Forms folder.

2.      Double-click the AddSelck.reg file.

3.      Choose Yes when prompted to add the information to the Registry.

4.      Choose OK to continue.

To Remove the Registry Setting Information for Select Checks

1.      Browse the DacEasy Version 16 installation CD-ROM. Double-click the Utility folder, and then double-click the Forms folder.

2.      Double-click the RemSelck.reg file.

3.      Choose Yes when prompted to remove the information from the Registry.

4.      Choose OK to continue.

Online Payment Verification Interface

If you need online processing of credit cards through DacEasy Order Entry and DacEasy Point of Sale, Sales Automation Services, Inc. has developed a link to Verifone's pcCharge package via a bridge called AUTH2PCC. For more information about this credit card processing interface, contact Sales Automation Services at 714.777.7909 or visit their website at www.isasi.com.

Sales Automation Services, Inc. is a third-party vendor. Sage Software and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third-party vendors. Sage Software does not warrant or guarantee the quality of third party products or services. Please direct your inquiries regarding add-on product warranties to the appropriate third-party vendor.

Setting Up Customer and Product Defaults in the Business Center

If you set up a company profile with DacEasy Accounting that also includes DacEasy Order Entry or DacEasy Point of Sale, customer and product defaults set up in the Business Center are stored in the Accounting data files. If you add your products and customers from the Business Center, your customer and product defaults are used when adding new customers and products. However, if you set up your defaults in the Business Center and then add products or customers when running DacEasy Order Entry or DacEasy Point of Sale independent of the Business Center, the defaults set up in the Business Center do not display. In these situations, you can add a company profile with only Order Entry or Point of Sale, and then set up your defaults from the new company profile. Or, you can access the module without going through the Business Center and set up your defaults.

Using the Change Code Feature in the Business Center

The Order Entry and Point of Sale Change Code feature for customers, products, and services is unavailable in the Business Center when Accounting is included in the company profile. Do not use the Change Code feature in this situation because changes are only reflected in your accounting data.

If you are interfaced with Order Entry or Point of Sale (but not both), you must change the code in the module. To do this, add a company profile with only the module (Order Entry or Point of Sale), and then access the Change Code feature from the new company profile. If you are interfaced with both Order Entry and Point of Sale, contact the DacEasy Customer Support Services department for assistance with changing codes.

Receipt Printer Cut Command

With the introduction of Receipt Printing using Windows Drivers in Point of Sale and Order Entry in v14 a “Control” font was added to the Report Layout Font selection box. This font is used to print the cut commands ‘EPSON_CUT’ and ‘START_CUT’ of the control variables that show on the receipt template editor. You need to select the proper Control font so they work; also, you can customize the cut command, since several printers provide more that one cut behavior, i.e. partial or full cut. See your printer’s manual to determine the character you need to get the cut command you desire, you can even configure these commands to open a cash drawer or whatever functionality your printer allows through its Control font.

Included on the DacEasy v16 CD is a configuration registry key to allow users to customize a ticket printer’s cut command to be used by receipt printers when a printing using Windows Drivers. To customize, edit the provided “.reg” files and change the default “P” value for the one you want making sure that the value starts and ends with left quotes, as they are required.

START_CUT

1.      Browse the DacEasy by Sage Version 16 CD-ROM. Double-click the Utility folder, and then double-click the Receipt Cut folder.

2.      Double-click the AddStarCut.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

EPSON_CUT

1.      Browse the DacEasy by Sage Version 16 CD-ROM. Double-click the Utility folder, and then double-click the ReceiptPrn folder.

2.      Double-click the AddEpsonCut.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

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Initialization of Serial Interface Cash Drawers

There are two ways to set up a cash drawer with a serial port to interface with DacEasy Point of Sale. You can use an indirect serial interface by connecting a cash drawer through a serial receipt printer or have a direct serial interface by connecting a cash drawer directly to a COM port on a computer. To correctly control the cash drawer in DacEasy Point of Sale using a serial interface, you must set up your Windows Registry. If you are using a serial interface with your cash drawer, complete the following steps.

To Set Up Registry Setting Information For Cash Drawers Using a Direct Serial Interface
Note: A direct serial interface means the cash drawer is connected to the COM port on the computer.

1.      Browse the DacEasy by Sage Version 16 CD-ROM. Double-click the Utility folder, and then double-click the Cash Drawer folder.

2.      Double-click the Addcdint.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

To Set Up Registry Setting Information For Cash Drawers Using an Indirect Serial Interface
Note: An indirect serial interface means the cash drawer is connected to a serial receipt printer.

1.      Browse the DacEasy by Sage Version 16 CD-ROM. Double-click the Utility folder, and then double-click the Cash Drawer folder.

2.      Double-click the Remcdint.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

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Known Issues

Sharing Promotional Prices in Point of Sale and Accounting

Due to the Layaway sales, Point of Sale handles promotional prices differently than Accounting and Order Entry. For this reason, Promotional prices setup in Point of Sale is not reflected in the Promotional Prices table in Accounting or Order Entry. Promotions must be manually entered into both modules. Please contact DacEasy technical support for more information.

Converting Schedule Tasks from DacEasy V14

To convert scheduled tasks that were created in DacEasy V14, you need to change the name of the DacEasy's task scheduler in your Control panel. To do this, complete the following steps:

1.      Click on the Start icon on the lower left area of your screen;

2.      Select Control Panel and then click on Scheduled Tasks;

3.      Look for all scheduled tasks for the DacEasy Business Center;

4.      Right click on each one and select Properties;

5.      Change the program name on the Run field from deagnt14 to deagnt15. I.E., change C:\WINDOWS\system32\deagnt14.exe \TaskName DacEasy[Daily Backup for Sample Profile] to C:\WINDOWS\system32\deagnt15.exe \TaskName DacEasy[Daily Backup for Sample Profile].

6.      Click Ok to save the task's properties.

Note: All tasks created with DacEasy V15 will have the correct program name.

Repayment Deduction Codes in DacEasy Payroll

Repayment Deductions Codes do not appear on the paycheck stub in the "Other Ded YTD" area. These codes do not appear in this area because you are tracking the amount of payments made to pay off a loan. The year to date accumulation reduces after each payment unlike other deduction codes which increment each pay period. For more information on Repayment Deduction Codes, refer to the Help Topic titled "Setting up repayment deductions" in the DacEasy Payroll Help.

Update Check Register Online and Update General Ledger Online Features

If you set up the interface with DacEasy Accounting in DacEasy Order Entry or DacEasy Point of Sale after setting up the Update Check Register Online, or the Update General Ledger Online feature in DacEasy Accounting, you must exit Order Entry or Point of Sale after saving the interface information. After exiting and saving this information, access the Order Entry or Point of Sale company again. This is necessary to properly create the appropriate unposted Check Register and/or general ledger transactions in DacEasy Accounting that currently exist in the add-on modules.

If you are interfacing DacEasy Accounting with DacEasy Order Entry or DacEasy Point of Sale and using the Update Check Register Online feature in DacEasy Accounting, you must manually increment the cash deposit number in DacEasy Accounting before entering transactions in Order Entry and Point of Sale if you want these transactions to be on separate deposits. For steps on manually changing the cash deposit number in DacEasy Accounting, refer to the Help topic titled "Editing Bank Counters" in the DacEasy Accounting Help.

Rollback During Restore Routine

If the Restore routine in the DacEasy Business Center is terminated abnormally, the Rollback operation may fail if the company data file attributes are set to read-only. To correct the problem, clear the read-only attribute for all company data files. The Rollback operation should appear the next time you access the profile using the Business Center. Continue with the Rollback operation to return your data to its original state.

Crystal Reports® Integration

DacEasy Version 16 works with Crystal Reports® XI Professional Edition with SR-1. For more information on purchasing Crystal Reports® visit the following address www.businessobjects.com.

Number of Copies

You can modify the number of copies for all printing from the Report Layout dialog box. Prior to Version 11, you could only print multiple copies when this option was available on a primary report screen. While you still have this ability, it is recommended that the number of copies be modified only from the Report Layout dialog box. Modifying the value from the primary report screen may cause an inconsistent number of copies to be generated. This applies to the following areas:

• Forms
• Checks

When printing forms, you can select the default number of copies in the Laser form number of parts field on the Edit Form Setup dialog box. This value updates the Copies field on the Report Layout dialog box, which appears prior to printing each report. If the number of copies is modified on the Report Layout dialog box, the new setting only affects the current print job.

Inconsistent Access Time Sorting on New Columns

The first time you change the sort on a LookUp, you may experience a slow response time or the program may appear not to respond. The initial delay is a result of the LookUp being sorted with the Enhanced LookUp Engine. The response time varies based on the number of items in the LookUp and the amount of free memory available on the host computer.
Note: Although it may appear that DacEasy is not responding, the LookUp Engine is sorting the data. The LookUp returns to an active state after the sort is complete.

Sticky Lookups Across Multiple Window Sessions

The ability for Lookups to retain the last selected value is restricted to a single window instance when launched from the Business Center.

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Copyright © 2008 Sage Software, Inc. All rights reserved.

Product names mentioned in this file may be trademarks or registered trademarks of their respective companies and are hereby acknowledged.

Last updated: April 21, 2008