This chapter contains the following topics:
PBS Administration Organization
The PBS Administration documentation contains information on how to set up and maintain your Passport Business Solutions system. PBS administration is needed to support all the other installed modules.
The chapters of this manual are informally grouped into the following:
|
For information on this group |
Refer to chapters |
|
PBS post installation configuration |
2, 3 |
|
User and menu configuration |
4, 5 |
|
Company configuration and printer setup |
6, 7, 8, 9 |
|
Limiting menu access (security) |
10 |
|
Designing custom lookups |
11 |
|
Data administration |
12, 13, 14 |
|
Appendices |
A, B, C, D, E, F, G, H, I |
The chapter topics are described below:
This section defines Passport Software requirements for the supported operating environments and installation of Passport Software.
| • | Chapter 2 - PBS Post Installation Configuration contains some additional instructions for the installation of Passport Business Solutions system. Most of the instructions are found in the SQL and Vision documentation. Data conversion from older versions is found in the EZ convert documentation. |
| • | Chapter 3 - Workstation Install-Configure contains steps to install and configure a workstation for accessing PBS. It also has the un-install instructions for the workstation. |
This section describes the primary setup of a company in PBS.
| • | Chapter 4 - PBS Users describes how to set up users and user security in your Passport Business Solutions system. The difference between Administrative and General Users is defined. |
| • | Chapter 5 - PBS Menus describes custom menus in Passport Business Solutions. Custom menus can be defined as those menus that display, on screen, only those functions that a user accesses. This chapter tells you how to define custom menus and how to associate them with users. |
| • | Chapter 6 - Company Information describes how to set up company-wide parameters such as the type of printers available, company account number structures and email setup. |
| • | Chapter 7 - More on PBS Printing describes how the Passport Business Solutions software allows the selection of Windows printers when printing reports, lists and registers. Sections on how to set up your laser printer to use PCL commands, how to set up a network printer, and how to print to printers not listed on the Passport Business Solutions Printer menu are covered. This chapter also describes how to set up your printer to use special accounting forms supported by Passport Business Solutions and image merging configuration for special forms. |
| • | Chapter 8 - Reformatting Account Numbers describes how to make extensive changes to your account number or cost center structure without losing historical information. |
| • | Chapter 9 - Defining Multiple Companies explains how to add multiple companies into Passport Business Solutions using either a manual or an automated procedure. This chapter also specifies how to add modules, create data and link programs to newly defined companies. |
This section describes a Passport Business Solutions administrative function of entering and maintaining paths to PBS programs, files and tables. This function is available from a batch or may be available from your Windows startup menu selection.
| • | Chapter 10 - Using Pathfinder covers how to use the Pathfinder program to specify the directory path of data and program files. |
This section describes the Passport Business Solutions Lookup customization administrative features for PBS.
| • | Chapter 10 - Lookup Design covers the adding, copying, modifying and designing of Lookups. |
This section provides necessary information on preserving and manipulating your data files. This section will primarily be of concern to your System Administrator.
| • | Chapter 12 - Backing Up PBS Data contains information on the types of files that should be copied to backup media, the frequency of the backup, the different types of backup, and the recommended procedure for backing up data files. Also covered is backing up SQL data. |
| • | Chapter 13 - Data (File) Recovery Utilities explains how to use the export, restore, rebuild, and extract records utilities for Vision files and SQL tables, as well as how to reorganize an AcuCOBOL Vision file index. |
| • | Chapter 14 - Initializing Data describes how to initialize data files and SQL tables for all the PBS modules. |
The appendices provide a variety of reference information.
| • | Appendix A - Error Messages provides a list of the error messages you may see while using Passport software, including information on what action you may take in response. |
| • | Appendix B - PBS Menu and Program Names provides important information regarding the relationship of the menu selections to the Passport Business Solutions program name. This is useful when applying a Lookup to a specific PBS program. It may also be useful for source code programmers and developers. |
| • | Appendix C - COBOL Configuration File describes the Passport Business Solutions main configuration file. The information in this file is accessed when PBS is launched and in some cases may need to be changed. You can set up different configuration files for different users. |
| • | Appendix D - Adding a Lookup describes how you can provide access to a custom lookup or add a special lookup to the PBS system. |
| • | Appendix E - Glossary of Terms lists accounting and data processing terms referred to throughout the User Manuals, especially as they are used in the administration of Passport Business Solutions software. |
| • | Appendix F- Conversion of A/R Ship-to’s to POS provides a means of moving ship-to information from Accounts Receivable to Point of Sale if you are converting to Point of Sale or you are adding the module. |
| • | Appendix G - ACH Direct Deposit File Specification documents the ACH file fields and how these fields relate to the generation of an ACH file through Accounts Payable and Payroll. |
| • | Appendix H - Email Configuration lists the steps necessary to set up email in PBS. Email in PBS may be used to send PDF files to customers and vendors. |
| • | Appendix I - Source Code and MySet explains how a source code user adds a record to the MEMFIL when adding a graphical screen to the system. |
Support
PBS User Manuals and on-line “Help” messages are designed to enable you to use the Passport Business Solutions software without additional help. However, if problems or questions arise which you cannot resolve using these materials, additional assistance may be available from your Passport Business Solutions supplier or an independent professional in your area.
If you have unresolved issues with your Passport Business Solutions software, contact your PBS partner or an authorized Passport Business Solutions consultant for support.
For the name and location of a PBS partner or an authorized consultant near you, contact Passport Software at 847-729-7900.
If you wish to receive support directly from Passport Software, Inc., please call 847-729-7900 to discuss the options.
Training
Call your Passport Business Solutions reseller for training. If your reseller does not offer training, other options are available. Contact Passport Software, Inc. at 847-729-7900 for the name of a qualified trainer in your area or training directly from Passport.
Passport Business Solutions Custom Software
The Passport Business Solutions software was designed to meet or exceed your business and accounting needs. However, should you wish to customize certain operations of the software, please call your Passport Business Solutions supplier or Passport Software directly to discuss your individual business requirements.
Passport provides online User documentation and other setup documentation for Passport Business Solutions.
If you have the Windows version of PBS, most of the documentation is accessible from the browser window. Click on the browser button and select the document.
The following user documents are available online.
|
For information on this |
User Documentation Link |
|
Accounts Payable |
|
|
Accounts Receivable |
|
|
Check Reconciliation |
|
|
General Ledger |
|
|
Inventory Control |
|
|
Job Cost |
|
|
Order Entry |
|
|
Payroll |
|
|
Point of Sale |
|
|
Purchase Order |
|
|
Sales Analysis |
|
|
System User Manual |
|
|
Time and Billing |
|
|
Data Import Manager |
|
|
PBS Administration |
(this document) Open the PBS Administration documentation menu |
| Capacity Requirements Planning | CP Link |
| Customer Orders | CO Link |
| Inventory Management | IM Link |
| Manufacturing Job Costing | MJ Link |
| Master Scheduling & MRP | MS Link |
| Product Definition & Costing | PD Link |
| Product Purchasing | PP Link |
| Shop Floor Control | SF Link |
Select the download link below for other PBS documentation.
|
PBS Vision Install Guide |
|
|
PBS SQL Install Guide |
|
|
EZ Conversion Utilities |
|
|
PBS Accounting and Distribution Field Definition Guide |
|
|
PBS Manufacturing Field Definition Guide |
|
|
CashPoint |
|
|
CounterPoint 7 Interface to PBS |
|
|
XDBC Installation and Configuration |
|
|
Passport Query Builder User documentation |
|
|
SQL Reports and Passport Query Builder Configuration |
|
|
PBS Mobility Installation Guide |
|
|
PBS Mobility User Guide - Orders and Inventory |