This document provides technical information about how to set up TABS III in order to facilitate the export of information to the format required by Bristol-Myers Squibb. Please review this document carefully before attempting to export data for Bristol-Myers Squibb matters.

The Task Based Billing Client check box must be selected in TABS III for all matters for Bristol-Myers Squibb. This option is found on the Status tab in the client data entry program in TABS III. Selecting this option will force you to enter task codes instead of transaction codes when entering work-in-process for Bristol-Myers Squibb matters.

The firm name must be set up in the STI System Configuration program.

Bristol-Myers Squibb assigns a new invoice number every billing period that must be on all electronic bills that are submitted. During configuration, you will be asked to enter the BMS Invoice Number. This invoice number is stored in the TASKBILL.INI file.

There is a special field required for Bristol-Myers Squibb that is not in TABS III. This field is the BMS Case Number. During configuration, you are given the choice of where to store this field in the TABS III client file. Available locations include miscellaneous lines 1-3, beginning statement notes lines 1-4, ending statement notes line 1-4, and client notes lines 1-150. You will have to make sure to set up all of your Bristol-Myers Squibb matters the same way so the field is not missing in the electronic data file for any individual matters.

During configuration, there is an additional window of configuration options that must be set up. This window can be accessed using the More Config button shown at the bottom of the Task Billing Configuration window. The More Config button opens a window called Other Taskbill Configuration. The left side of this window consists of the 9 TABS III timekeeper levels. You must map each TABS III timekeeper level to an associated Bristol-Myers timekeeper class. There are 6 timekeeper classes for Bristol-Myers Squibb: Partner, Senior Associate, Junior Associate, Law Clerk, Paralegal, and Other. You will be required to map every TABS III timekeeper level even if you do not currently use all of the levels. Once the timekeeper levels have been mapped, the right side of this window will show the associated Bristol-Myers timekeeper class.

To map a timekeeper level (or edit a timekeeper level mapping), highlight the desired TABS III Timekeeper Level. Then, select the desired Bristol-Myers timekeeper class from the lookup list shown at the bottom of this window. Click the Save Item button to save the mapping and update the information shown in the window. Repeat these procedures for each TABS III timekeeper level. When you are finished, click OK to close the Other Taskbill Configuration window.

Bristol-Myers requires that the number of copies be present on photocopy and fax transactions. The copy count is calculated in the TASKBILL program by taking the photocopy transaction amount divided by the photocopy rate (or the fax amount divided by the fax rate). Since TABS III does not store rates for costs on individual cost transactions, you will need to make sure the photocopy rate is set up for your photocopy transaction code (and the fax rate for the fax transaction code) in the transaction code file.

2000/08