The PITNEY interface program is a DOS program. It is used to convert expense transactions from a Pitney Bowes system to be compatible with the Tabs3 Merge Data Capture Transactions program. The PITNEY interface program works with the following Pitney Bowes systems:

1. A120, A130, G120, G140, G150, or G170
    
2. A-10000, Star 190 Carrier Management System, or G-300 series
    
3. J-700 or Star 700
    
4. Ascent/Solo
    
5. Accutrac
    

If you are using the J-700 or the Ascent/Solo systems, this program can also create a client validation file that can be used by Pitney Bowes. This file will contain a record for each active client/matter that exists in the Tabs3 Client file.

The Pitney Bowes interface program (PITNEY.EXE) must reside in the same directory as the Tabs3 programs in order to work properly. The Tabs3 program directory can be found by starting Tabs3 and selecting Help | About Tabs3.

A120, A130, G120, G140, G150, or G170: It is assumed that the Pitney Bowes remarks field contains the Tabs3 client/matter number. Numbers including a decimal separator between the client and matter numbers will be converted as they are. Numbers without a decimal separator will be converted as client numbers appended with zeroes for the matter number. For example, 200.03 would be converted as client 200 and matter 03, while 20003 would be converted as client 20003 and matter 00 (assuming your Tabs3 key length is 8.2).

A-10000, Star 190 Carrier Management System, or G-300 series: It is assumed that the fields are defined for the following information:

J-700 or Star 700, Ascent/Solo, and Accutrac systems: Both systems have predefined client/matter fields. They are converted with the same assumptions used with client/matters for the A-10000 system.

Note: This DOS program cannot be run under a 64-bit operating system. Although it can be installed on a 64-bit server, it must be run from a non-64-bit workstation.

The Pitney Bowes interface program (PITNEY.EXE) must be transferred to the directory on your hard disk where the Tabs3 program files reside. This is done by using the SETUP program on the Pitney Bowes interface program CD.

To install the Pitney Bowes interface program on your hard disk:

1. Insert the Pitney Bowes interface CD into your CD drive.
    
2. The installation program will automatically start.
   
   Note: If the CD Autorun feature is disabled, click the Start button, and then click Run…  Click the Browse button and navigate to the CD drive.  Double-click the LAUNCH.EXE file.  Click OK.
    
3. Follow the on-screen instructions to install the software onto your hard disk.

Use the following procedure for conversion:

1. Transfer the data file from your Pitney Bowes System to the directory on your hard disk where the Tabs3 program and data files reside. The data must reside in a file named TRAN_CMS.TXT in the Tabs3 data directory.
    
2. From a DOS prompt, start the PITNEY interface program by entering:
   
           PITNEY
   
   Note: If you want to use a different data file name other than TRAN_CMS.TXT, you can specify that name when executing PITNEY. For example, if your data file name is DATA.TXT, you would enter: PITNEY DATA.TXT
    
3. The first time you run the PITNEY program, you will be asked to select which Pitney Bowes system you are using. The choices are as follows:
    
   1. A120, A130, G120, G140, G150, or G170
       
   2. A-10000, Star 190 Carrier Management System, or G-300 series
       
   3. J-700 or Star 700
       
   4. Ascent/Solo
       
   5. Accutrac
       
   Next, you will be asked to enter the Tabs3 transaction code number that you use for shipping cost transactions.
   
   Note: Both the options entered in Step 3 are stored in a parameter file named PITNEY.PRM. Each time the PITNEY program is executed, it will read the PITNEY.PRM file and use those options automatically.
    

4. If you selected the J-700 or Star 700 or the Ascent/Solo systems in Step 3 above, you will be prompted to enter a command: CD, CV, or Q. If you enter "Q" (for Quit), the program will be aborted.
   
   If you enter "CV" (for Create Validation File), and you are using Tabs3 version 3.4 or later, this routine will create a client validation data file named CLIENT.DAT in the Tabs3 program directory. This file will contain a record for each active client/matter that exists in the Tabs3 Client file. You will be prompted to choose from two available client validation methods. They are as follows:
    

   Method	File Name	Format
   1	CLIENT.DAT	Client/Matter Number, Client Name
   2	CLIENT.DAT	Client/Matter Number, Client Name Search

   
   If you enter "CD" (for Convert Data), the program will look for the TRAN_CMS.TXT file containing the Pitney Bowes data. If the TRAN_CMS.TXT file is found to contain data, the program will display the message "Converting Transactions" followed by a counter as each transaction is read from the file. The files T3EXPKEY.REM, T3EXP.REM, and T3EDESC1.REM will be created which can be merged with the main Tabs3 data files. You must then start Tabs3 and run the Merge Data Capture Transactions program.
   
   Note: If you are running Tabs3 Version 9, you must first run the Create Validation Files program in Tabs3 with the Data Capture Device option selected and the Client check box selected before using the "CV" command. If new validation files are not created in Tabs3 before creating validation files in PITNEY, current client information will not be included in the new validation files for J-700 or the Ascent/Solo systems.
    
5. If you selected the A120, etc., A-10000, etc., or Accutrac systems in Step 3 above, you will be asked "Is it OK to continue (Y/N)?". If you enter "Y", the program will follow the same steps as above for the "CD" command.