TFLTORMT Conversion Program

OVERVIEW

The TFLTORMT (Transaction File List to Remote) program is used to convert fee and cost transactions that have been saved in a specially formatted TABS III Version 8 Transaction File List report. The fees and costs are converted into TABS III Version 8 remote files that can then be merged back into TABS III with the Merge TABS III-R Remote Data program.

The main purpose of the TFLTORMT program is to enable you to save Work-In-Process (WIP) transactions entered since your last good backup. This saves you the trouble of reentering that WIP by hand after restoring TABS III data from the backup. Here are some things to keep in mind:

1) Each transaction file list report must be run with the following options:

Save to a file
Form Feed = Y
Headings = N
Detail or Summary = D
Print 132 Columns = Y
Print Desc = Y
Print Name = N
Print Ref # = N

All other options can be selected at your discretion.

2) You will need to run a separate transaction file list report for fees and for cost/payments. In fact, you can run as many transaction file list reports with whatever options desired (excluding the options listed above) to get exactly the data you want.

3) If you run multiple transaction file list reports for fees or for cost/payments, be careful about duplicate transactions. You will be responsible for any duplicates - the TFLTORMT program does not keep track of duplicate transactions listed on multiple reports.

4) Very Important: If you have entered transactions with transaction dates prior to the date of the backup that you intend to restore, those transactions will be lost after the restore.  All transactions entered prior to the backup date must be included in one of the transaction file list reports or you will have to reenter those transactions by hand.

INSTALLATION

The TFLTORMT program (TFLTORMT.EXE) must be transferred to the directory on your hard disk where the TABS III program files reside (otherwise you will get a "FILE NOT FOUND" error message).  This is done by using the INSTALL program.

To install the TFLTORMT program on your hard disk:

1) Insert the TFLTORMT disk into floppy disk drive "A" and enter the following commands:

        A:
        INSTALL

2) Follow the on-screen instructions to install the software onto your hard disk. The Install program will locate your TABS III software on your hard disk so that the interface program can be transferred to the same directory as TABS III. After the installation process, the message "Installation Complete" will be displayed.

CONVERSION

1) Create all the transaction file list reports needed, while keeping in mind all options and conditions listed on the first page.

2) Invoke the program by entering:     TFLTORMT

3) The program will prompt you for a report file name and ask if the report is a fee or cost report. It will then ask if you want to convert final billed and updated transactions (transactions with hold/print code "D") as active (hold/print code "P"). Next, the program will ask if you want to negate hours and amounts (for fees) or amounts only (for costs). It will then ask if it is OK to continue.

NOTE: The display will show you the record count of transaction records as they are being processed.

4) When the conversion is done, a message indicating how many fees or costs were converted will be displayed. The files T3EXP.RMT, T3EXPKEY.RMT, and T3EDESC1.RMT will be created if you convert costs. The files T3FEE.RMT, T3FEEKEY.RMT, and T3FDESC1.RMT will be created if you convert fees. You can then merge the transactions present in the "RMT" files in with the TABS III system using the Merge TABS III-R Remote Data program.

Note: You can create as many Transaction File List reports as you desire. Each time you run the TFLTORMT program, it will append fee or cost transactions the existing "RMT" files.

Important: The sales tax code and rate code fields are not converted by the TFLTORMT program. This means that single transactions that were taxable or had a different rate code will not retain that specific information. Also, the applied to statement number will be lost for those payments that were applied to specific statements.