"Read me file for Strong Software's GoldMine link version 5.0

Strong Software
415-927-3163
www.strong-software.com


NOTICE: Those that are upgrading from Link Version 3, please be sure to
    read Misc Note #34.

Programs supplied:
    read_gm.txt  ...  This read me file.
    link5xx.exe  ...  GM to ACCPAC Link program. Version 5
        Where xx represents: P5.. Pro Series compiled in VFP5
                             P6.. Pro Series compiled in VFP6
                             P7.. Pro Series compiled in VFP7
                             VP.. Compiled in VFP6
Overview:
    The GoldMine contact record is tied to the Pro or VP series through 
    the Customer No. field established in GoldMine.

INSTALLATION:

Unzip the files and copy into a directory that's in your path
 "x:\windows\system"  is a good place for Windows, system32 for NT.


Link5xx.exe:

1) Copy the supplied link5xx.exe into the GoldMine directory.
   example: C:\Program Files\Goldmine

2) In this GoldMine directory, find <username>.ini (example: Dwight.ini)
   make a copy of it for reference purposes (example: Dwight.old).
   With a text editor, edit <username>.ini and look for "[FileMenu]" 
   if not found, enter a new [FileMenu] line.  Under this line, enter:
   Opt1=ACCPAC,,C:\Goldmine\link5xx.exe (use correct path and program name) 
   This will put a new menu option on the GoldMine Files menu. 
  Example:
   [FileMenu]
   Opt1=ACCPAC,,C:\Program Files\Goldmine\link5xx.exe

3) Enter GoldMine or restart if it is already running.

4) Setup Info.
   
   #1)The Link program is the same for either the "live" or the "trial".
     If you are given the Install Code for your GoldMine serial number,
     you would enter it on the Setup screen.  Otherwise the install is 
     the same for "live" or "trial".
   
   #2)Locate sysdata.dbf.. this file gives us the location of your data
     files. Point to the directory and click on Sysdata.dbf

     Once sysdata has been located, highlight the SBT Company you want 
     linked. Only companies with AR installed are available for selection.
   
   #3)Check or Uncheck the following: 
     "Use 10 User Defined Fields in the Fields 'Tab' area" If you answer
     yes, the following fields will be updated during a batch update:
        YTD Sales    Open            Last Pay    Last Amount  Last Sale
        On Order     Last Sale(date) PTD Sales   Crdt Limit   Price Code
     If you are not interested in this data, you may reply "no", this 
     will allow the updating of data to go much faster. The default is
     to have these fields start at USERDEF01 and continue to USERDEF10.
     You may start at a number higher than 01.. see Note 10 of Misc. 
     Notes. 
      
   #4) Click on Save to complete the setup. You must have proper network
     permissions to write the Link configuration file and complete the 
     setup.
      

                           TRIAL VERSION LIMITATIONS
                           
1) Message indicating when 60-day trial period is due.
2) Updating GoldMine records from the Link Menu: Maximum of 50 records 
   updated.
3) Adding ACCPAC Records automatically into GoldMine from the Link Menu: 
   Maximum of 50 records added.
4) Order Entry (Placing Bids): Just one line item is saved.   

                           SETUP OPTIONS

Setting Permissions.
   If there are certain functions you wish to disable for certain users,
   you may do so through GoldMine's <username>.ini file (as explained 
   in USER DEFINED VARIABLES below). The default is to enable all users
   to access all functions.  You may turn off: 
     Add Cust to SBT (ADD2SBT)
     Add SBT Record to GM (ADD2GM) 
     Update SBT Records (UpdateSBT)
     Update individual GM Records (UpdateGM)
     Turn off "Update" menu selection (NoUpdate=yes)
   Example: to turn off all of these functions, enter:
     [user_var]
     ADD2SBT=no
     ADD2GM=no
     UpdateSBT=no
     UpdateGM=no
     NoUpdate=yes

Field Labels: If you choose to use the 10 User Defined fields, the setup
   program will prompt to change the field labels to match the data.

Mapping Additional Fields:  
   You may choose up to 9 additional fields from the customer record and
   "map" them wherever you wish on the GoldMine screen.
   1) In the <username>.ini, create a heading [user_var].
   2) Under [user_var] enter SBT1=(SBT Field Name) 
                         and GM1=(GoldMine Field Name)
   3) Do the same for other fields: SBT2=(name) GM2=(name), etc.
   Example: If you want the SBT "Source" field in the GoldMine "Source"
   field (1st quadrant, under Title), in the <username>.ini enter:
      [user_var]
      SBT1=source
      GM1=source
   If you would rather have the "Source" displayed in the UserDef02 
   field of the Fields Tab area, you would enter GM1=userdef02.
   When entering the GoldMine field names, be sure to use the name used
   by GoldMine. This is usually the same as the Global name.. GM's 
   Reference Manual, under Advanced Topics, shows the complete field 
   names. You will then want to change the Local field name to match 
   the data.  If you are creating UserDefined field, be sure to name
   the field USERDEFnn, where nn is a 2 digit number. Be sure to use 
   consecutive numbering of the pairs: 1,2,3 etc.
   Note: All data in the Contact1 file and the first 10 fields of 
   Contact2 (UserDef01, 02, etc.) is string data and is converted by 
   the Link program. By using user defined fields above 10, you are 
   free to match the UserDef type to the SBT type.


				OPERATION

In GoldMine, Choose File/ACCPAC (or the associated "Launch" Missile). As 
 mentioned in Step 5, the first time this program is run, you will be in
 the Setup Screen.  From then on, you will be presented with a System menu. 
 The menu options differ depending upon the status of the GoldMine record.

a) No Customer Number in the active GoldMine record:
   The only options are: "Customer" (Add Customer), "Exit", and "Help".
b) Customer Number in the active GoldMine record (valid ACCPAC customer):
   Options: "Customer" (View Customer File), "View" (Invoices, Sales 
   Orders & Bids, if SO is installed), "Update" (Update Cust Records), 
   "Exit" and "Help".
c) Customer Number in the active GoldMine record (but not in ACCPAC):
   Message informs you that GoldMine contact is not in ACCPAC. You may add 
   by selecting "Customer" (Add Customer) from the menu. A new record is 
   created in ACCPAC with the Name, Address, etc. from the GoldMine record.
   See Misc Notes #27 below on how to enter the Next Available Customer
   Number Automatically.

ADDING A GOLDMINE CUSTOMER TO ACCPAC:

a) Make sure the Customer Number field in GoldMine is empty.
b) Select the Link Menu.
c) Only options available when not on ACCPAC Customer No, is to Update 
   Records or Add Record.. choose Add Record.
d) Cursor is positioned on Customer Number. You may enter either upper
   or lower case.  
e) If you wish to add next available numeric number to the Customer No.,
   simply click in the box next to the Customer Number. 
f) You may have this number padded with 0's by putting the number of 
   places in the PadCustNo variable in the ini file. To have a number
   like 001, you would enter: PadCustNo=3
g) Fill in Blank data fields as needed. There are multiple "pages" for
   Customer entry so be sure to check all fields before accepting with 
   the 'OK' button.

Note: You may place default values for the customer fields in your ini 
   file for Example:
     [user_var]
     TERMS=Due upon Receipt
     arAcct=11030-000-0000    (Pro)
     sltxAcct=21310-000-0000  (Pro)
     fchgAcct=81025-000-0000  (Pro) 
  Some of the fields have default values that you are welcome to change.
  The variable and its default are shown below.. add these ONLY if you 
  wish to change the default.
     SBTuser=<1st 4  characters of GM Login>
     GLLink=DEF
     PriceCode=DEF (Pro)
     PriceCode=L   (VP)
     StatFmt=O
     History=Y  
     Limit=1000
     Currency=USD (Pro 6.0)

UPDATE ACCPAC FROM GoldMine:
  When Updating a contact from the Link Menu, the program checks the 
  address and phone number fields for differences between ACCPAC and 
  GoldMine. If differences are detected, a screen will appear showing all 
  the fields that are compared. The differences will be shown in red on 
  the "ACCPAC" side. You can choose to: 
  a)leave these fields alone.
  b)if you have permission, update ACCPAC with GoldMine data.
  c)update GoldMine (with ACCPAC data).
  Note: only items marked in red will be changed. If you want to update 
  just some of the data, click on the red item(s) you don't want changed, 
  and the color will turn to black indicating it won't be changed.

UPDATE GoldMine FROM ACCPAC:
  Each time you move to a new GoldMine contact, the accounting data 
  automatically gets updated. Therefor, the GoldMine user is always working 
  with current data. You will, however, want to get all accounting data 
  current before running reports. In this case be sure to choose "UpDate
  All GoldMine Records" from the menu.  This can also be done from the 
  "command line" for automatic processing.  See Misc. Note #23 for further
  details on this procedure.

 Adding ACCPAC Customer to GoldMine:
  If the update finds a record in ACCPAC that is not in GM, you will be 
  prompted to add this record.  Customer records can be automatically 
  entered without the prompts. See Misc. Notes #12 for details.
  
 Completion of Update:
  When finished, You will be given a tally of the number of records
  updated and the number of records added.

 Date of Update:
  All updated records will be date stamped in the "Asst" field. Thus if
  you spot an update date earlier than the last updated date, that would
  indicate the Customer number is no longer active in ACCPAC.  Note that 
  this field can be changed or turned off.. see Misc. Note #9.

 Multiple records with the same Customer Number
  If there are multiple records with the same Customer number, the 
  duplicate number will be displayed after the Update Date. Example: if
  there are 3 records with the same customer number, they will all be 
  updated with the same data and the same update date, but first record
  will indicate that there are duplicates by showing a #1 after the
  update date, the next record will have a #2 following the update, etc.
  This feature does not apply to the SQL Enterprise edition. 

 Address, City, State, Zip, Phone No...
  These are NOT normally updated from ACCPAC into GoldMine as many users 
  will be updating these fields in GoldMine and wouldn't want then 
  overwritten when an update occurs.  However, if you wish to have these
  fields updated from ACCPAC, enter the line AddressEtc=Yes into the ini 
  file.  The ACCPAC data that updates into GoldMine is: Contact, Address1,
  Address2, City, State, Zip, & Phone.

 GoldMine fields that are used with the Link:
    GOLDMINE FIELD           ACCPAC DATA
  Customer Record (Key3)   Customer Number (can be any Key field)
  Asst (Secr)              Date of Update +  Duplicate Cust No 
  Fields Tab (Optional)    10 fields from the Customer Record
  Any Fields (Optional)    Up to 9 additional fields from Cust record

 Quick Update of Records:
  For the Pro Series, two quick update options exist as mentioned in
  item 9) of Misc Notes (below)

EXAMINE CUSTOMER RECORD:
  If the GoldMine screen has a valid Customer number, the complete
  Customer record can be viewed by selecting "Customer" (View).
  
EXAMINE INVOICES:
  To a customer's invoice including its details, choose "View" from the 
  Menu. Then choose Invoices (or Ctrl I). You will see two grids:
  The Top grid displays the invoice "Header" information starting with 
  the latest invoice first.  You may select an invoice using the 
  navigation buttons, or pointing directly on the grid.

  The Bottom grid displays the detail information of the selected 
  invoice. All the ACCPAC fields are available, if the field you wish to 
  view is not on the screen, you may move the sliding bar or use 
  "Return" key to advance fields. To go to the last field, you may use
  the "Home" key to go backwards. In the Pro series, the last fields are
  memo fields.  To display the contents of memo fields simply double 
  click on the field. 
  
  You may click on the "Display/Print" button to display or print in 
  the ACCPAC format. See Note#29 for further details.

EXAMINE SALES ORDERS and BIDS:
  If the SO module is installed, the install program will automatically
  detect this and add menu selections to examine sales orders and bids. 
  The technique for viewing these is the same as Invoices.

USER DEFINED VARIABLES:
  There are several variables and switches that can be individually set
  for a particular user.  If these variables are not set, the default 
  will be used. To change from the default set them up in the 
  <username>.ini file found in the GoldMine directory. They ALL go under
  one heading, "[user_var]", which you have to create.  Variables under
  this heading are shown in the various examples. 

MISC NOTES:
1) Updated Record:
   When Selecting "Update Cust Records", naturally, you will have a 
   customer on your screen. When finished updating, you will notice the
   data is already refreshed.

2) Which GoldMine Record is Selected?
   If you have more one contact record on the screen, the top record 
   will be the contact that will be acted upon.

3) Run Link from the Files Menu or the Launch Icon:
   GoldMine has built-in icons for Launching Custom Menu Items. To use 
   this feature, point your mouse to the right of the tool bar and right
   click the mouse.  Select "insert item".  You will see a list box with
   "Standard" in it, change the selection to "All" and look about 3/4 
   down for a Missile on a launch pad. There are 3 of these missiles with 
   a number from 1 to 3 beside them.  Choose the number that corresponds
   to your FileMenu Option number. If you used Opt1 in step 2 of the 
   Setup instructions, use number 1.

4) Changing Company Number or other Setup Values:
   To change setup data, choose Help|Setup from the Link Menu or you can
   remove the gmsbtX.dbf from GoldMine Contact directory and let the 
   program bring up the Setup program again.

5) Exit Menu:
   To exit the Link Menu: choose Exit. The Link program can also be 
   "minimized" by selecting the minimize button on the Control Bar.

6) Custom Pathing:
   The Data Path for AR and SO is taken from ACCPAC's sycdata.dbf file.
   This is the path that ACCPAC uses. Due to mapping of the network drives,
   it could be that your system sees the drives differently.  If you 
   need to change the path designation, you may edit the <username>.ini
   file. Under [user_var] enter the proper paths.
 Example:
   [user_var]
   ARPATH=f:\sbt\ardata\
   SOPATH=f:\sbt\sodata\

7) Splash Screen:
   The background screen is a BMP with our name on it. 
   If you wish to substitute your own logo or text, you may use your
   own BMP file by entering the file name in the <username>.ini file.  
   Be sure to use the full path and extension. This feature is not 
   available in the Trial versions.
 Example:
   [user_var]
   bmp=c:\pictures\logo.bmp

8) Changing Customer Number Field and/or Date of Update Field:
   The ACCPAC Customer number uses the GoldMine Key 3 field by default.
   You may change it to any of the other Key fields (1-5) by entering
   "KEY" in the [user_var] section of <username>.ini. 
   To use a different field to store the date of last update, change 
   "DATE" from Secr field in the .ini file.  This feature can also be 
   turned off.
  Example: to use "Key1" for Customer No. and "Dear" for Update date.
   [user_var]
   KEY=key1
   DATE=dear 
  To turn off the "Date" function:
   DATE=no 

9) "Update" from the menu:
   Although any GoldMine contact record is automatically updated when the
   Record is accessed, it may be convenient to update all records especially
   before producing a report from GoldMine. See Note #23.
   
10)USERDEF Fields Can Start At Any USERDEF Number:
   To start at a different field from the default of USERDEF01. You set
   the starting place in the [user_var] area of <username>.ini.  Example
   to start with USERDEF05, you would enter  USERDEF=5.  If you need to
   create new fields to accommodate this data, be sure to continue using
   "USERDEF" plus the number as the new field names.  All imported 
   fields are string data in GoldMine's UserDef01 to 10.  If you use 
   User Defined Fields above 10, you may change the data type by 
   selecting: File/Configure GoldMine/Custom Fields.

11)Adding ACCPAC Records to GoldMine:
   After you are familiar with bringing ACCPAC records into GoldMine
   individually, you may wish to bring in all customers without having 
   to answer the prompt. Use the switch in [user_var] AddAll=yes.  With
   this switch on, you are given a prompt to turn it off for individual 
   update session.  Note: with this switch on, you have permission to 
   add to GM, regardless of how the ADD2GM switch is set.

12)Statement Type field:
   Valid entries are "Open" or "Balance Forward". We have chosen to 
   default to "O". If you choose to have it as a "B", enter under 
   [user_var]  StatFmt=B.

13)Price Level field:
   Valid entries are L,C,1,2, or 3. We have chosen to default to "L".
   If you choose to have a different level, enter under [user_var]
   PriceCode=C (or 1,2,or 3).

14)Standard [user_var] variables:
   To establish a uniform set of [user_var] variables, place the common
   variables in the gm.ini file, and put just the user's custom 
   variables in the <username>.ini which overrides the gm.ini file. 
   The [FileMenu] must be in the <username>.ini.

15)What Company Number Am I Linked To?:
   Choose "About" from the Help menu selection.  The Version Number is 
   displayed here also. Version Number can also be seen through Windows
   Explorer and choosing Properties.

16)Using GoldMine's Country Field:
   By default we do not maintain or update the GoldMine "Country" field.
   To use it with ACCPAC's "Country" field, you turn it on by entering 
   Country=yes in the ini file.

17)Entering Sales Orders:
   Bids or Sales orders may be entered from the Menu.  Please read the 
   separate "read_ord" file for steps in setting up this feature.

18)Secure <username>.ini:
   GoldMine allows the option to specify the location of a user's .ini
   file, allowing the files to be stored in a secure, read-only 
   directory. Details can be found on GoldMine's Knowledge Base under:
   Tech Info/GM4/INI Files/GM.INI/UserINI=

19)Numeric & Date fields:
   To run reports with a sort on a numeric or date field, special 
   treatment must be used since all "default" data from the link is in
   character format.  There are two ways to get numeric or date fields:
   a) Refer to Note 10 above and start your UserDef fields so that your
      numeric and/or date fields are after UserDef10.
   b) Refer to "Mapping Additional Fields".  Map your numeric and/or
      date fields to the UserDef area and use field after UserDef10.
   In either case, you need to change the field type to match the 
   data. Note that GoldMine has a limit of 14 places for Numeric Data,
   which generally is ok even for ACCPAC's 15 place numeric fields. 

20)Last Sale Date is truncated:
   UserDef07 in the Fields tab area has a default length of 3 in many
   systems. In order to lengthen the field to match the date size of 8:
   Double Click on the label "Last Date:" while holding down the "Ctrl"
   key. A Box appears with "Last Date:userdef07". Double Click on this
   box and adjust field size to 8.

21)Using Enterprise Edition with SQL files:
   Since the Contact files are not stored under the GoldMine Directory,
   our gmsbtX.dbf does not have its usual directory to be stored in. We
   use the GoldMine System directory, but you must tell the program by
   entering in the user_var area, SQL=yes. In this mode, the Link will 
   not recognize records with duplicate Custnumer Numbers.

22)Use GM Data When Adding New SBT Customer:
   New customer data can get its defaults from ini file values OR a 
   GoldMine field! Up to 9 GoldMine fields can be placed in a new 
   Customer Record by using pairs of GM2SBTxn, where x=g for GoldMine
   s for SBT and n=the number of the pair. Example if you have built
   GoldMine's key2 field from a formula to create a territory, you may 
   bring it in to ACCPAC when adding new Customer by having in your ini 
   file: GM2SBTg1=key2 and GM2SBTs1=terr. For data in a UserDefined
   field, name the field UGM2SBTn where n=the number of the pair. Be 
   sure to use consecutive numbering of the pairs: 1,2,3 etc.
   NOTE: When used with GM's Automated Processes, this is a powerful 
   tool for entering "verified" data into ACCPAC. You can even turn off 
   the New Customer Editing screen so that a operator cannot edit the 
   new customer record. To inhibit editing of New Customer Record, put
   "NewCustScreen=No" into the ini file.

23)Automatic processing of "Update Contact File". A command line can be
   entered from the [FileMenu] which can then be used to for scheduled
   processes.  For the command line, enter "Update" without the 
   parenthesis, example: Opt2=SBT &Update,,(path)\link5xx.EXE Update.
   This will start the Link and Update the files without prompts.  In 
   this mode, you receive no prompts and NO records will be added to 
   GoldMine, but a total of records not in GoldMine will be given. When
   finished, a message showing the results will appear on the screen 
   for 3 minutes, or until a keypress. The Link will then remain open.

24)The current GoldMine record is automatically updated when the Link
   is active.

25)For those that have Company name and address fields in ACCPAC which 
   differ from GoldMine by upper/lower case only and don't want to be
   prompted for the case differences, you may turn off "case" checking
   with this switch: CheckCase=no.

26)The menu option "Customer" allows one to view the Customer file. 
   You may block this menu choice with a "switch" in the ini file: 
   ViewSBTCust=no.
 
27)When adding new customer number to ACCPAC, if the initial Customer 
   letters are placed in the GoldMine customer number field, when 
   selecting "Add Customer" from the menu, the proposed customer number
   will have the next number automatically with the "switch" in the ini
   file: AutoNum=yes. 

28)Comments Field:
   ACCPAC has a Comment field in the ARCUST file. GoldMine has a Comments
   field in the Summary Tab. When adding a new record either to ACCPAC or
   to GoldMine, the Comment/Comments file of one is transferred to the 
   other.
   
29)Print Invoices/Sales Orders:
   The Link allows you to Display/Print invoices in the ACCPAC format when
   selecting View/Invoices. If you want to turn this option off or if 
   your ACCPAC version doesn't support this (VP 9 and earlier) you may 
   turn off the option with the switch: 
   PrintForm=no
   
   You may also use a different form than the default (ARIDBW for Pro 
   and ARISBW for VP and SOODBW for Pro SO) by entering the switch:
   ARfrmFile=ARmod
   SOfrmFile=SOmod

   After viewing or printing, you are returned to the menu.

30)Different Key field for different Company Numbers:
   There is now an option available to Link to a second company number
   in ACCPAC.  See your dealer for more details.
   
31)See What Your Customer Has Ordered!
   When viewing invoices, you have a "Show All Items" button.  This will 
   show you the total quantity and price of the items this customer has 
   purchased ordered. Both Current and History purchases are included.
   The highest quantity item is shown first. Press Escape or click on the
   "Minimal" bar to exit the screen. The same figures are given whether 
   you select this from the "Current" or the "History" screen.  The title
   bar of the report shows the lifetime total of this customer's invoices.
   
   
32)Turn off Setup Screen:
   If you feel a user is likely to experiment with the setup procedure, 
   you may turn this menu selection off by entering the switch: 
   Setup=No

33)Printer Dialog Box:
   If you don't always want the default printer when printing your Order 
   Entry or when Viewing Invoices or Sales Orders, set a switch in the ini 
   file. When Viewing Invoices or Sales Orders and you wish to print with 
   a non default printer, do NOT select the print icon, simply escape from
   the form and you will get a separate print prompt. To get the dialog box:
   GetPrinter=yes

34)Front Screen Values:
   Previous versions used as a default of GoldMine's Key 4 for displaying
   YTD Sales and Key 5 to display Balance Due.  Since these values are now
   displayed on the Link Background Screen, we no longer display them on 
   the Front Screen.  If you wish to have this displayed here, you may use
   the "mapping" feature explained in "Mapping Additional Fields".

34)Moving to new Contact Record:
   When moving from one GoldMine Contact to another, there is a "lag" of 
   1 second in the Link to detect the new contact record. This delay does
   not affect the operation of GoldMine whatsoever. You are free to 
   continue on to other records.  When a new record is detected, The Border
   title will change and a notice of the change appears.  You may "click" 
   on this notice and if the new record is an ACCPAC customer, the new YTD 
   and Balance values will be displayed, otherwise the words: "Not an ACCPAC
   Customer" will be shown.
   
35)Automatically updating new contact record:
   You may not need to click on the "Click Here.." notice to update the new
   GoldMine contact record. You can wait until the notice disappears by
   itself (between 3 & 10 seconds). Or you can adjust the delay for it to
   automatically update. In the [user_def] area of the ini file put:
   RefreshTimer=20   the number of seconds delay between first moving off
   of a record and having the program automatically updating.  To always 
   use the button (infinite delay) set the value to 0. To never use the 
   button (no delay) set the value to 911.

36)Difference Screen:
   If there is a difference between the fields in ACCPAC and GoldMine, the 
   "Click Here.." button will appear regardless of the settings above,
   so that you can view the "Difference Screen" and choose the direction 
   you wish to update.

37)Bringing up the Link Multiple times:
   If the Link is running, and you go to launch it again (by mistake) it 
   probably won't hurt but certainly it is not recommended.  We have a way 
   of checking to see if the Link is already running.  The Link can create 
   an empty dummy file, "<username>.000" in the GoldMine Contact directory.
   When you attempt to run a second instance of the Link, this file will 
   be detected and give a message that the link is already running. There 
   can be is a problem with this technique: the user may not have the 
   network permissions to create or delete this dummy file. You should 
   activate this switch and see if it will work for you.  Put the 
   following into the [user_var]:
   AlreadyRun=yes

38)Losing synch:
   It's possible to click on the down arrow of the GoldMine scroll button
   and hold it while the GoldMine records fly by. Doing this may cause the
   Link to lose its synch with the current record. If this happens, you 
   will notice a different Company name on the Link border than what is
   on the GoldMine record. You can either go to the next GoldMine record
   then back again to regain synch, or you can "double click" anywhere in
   the Link screen to force an update.

39)The "Edit" menu option
   In order to utilize the "cut and paste" feature of windows, this menu
   item has to exist in the program. You don't actually use this, it's 
   just there.  Not only can you do cut and paste, but you can "find" 
   items in the readme file (Help/Read Me File) with a Ctrl F. 

40)Custom Fields in ACCPAC's ARCUST file
   The Link will populate up to 3 custom fields in the ARCUST file when 
   adding a new record to ACCPAC. These fields will be shown on the 
   "Accounts" page when adding and viewing the new customer record. You 
   may tailor the display of these fields with your own label and field 
   characteristics. For example, if you have a custom field for your 
   Sales Territory named SALETERR and you would like that data to come 
   from the GoldMine Key1 field and you wish it to be no longer than 
   3 characters and you want to make sure the characters are upper case, 
   you would enter the following into your ini file:
    CustomSBT1=SALETERR
    CustomGM1=key1
    CustomLabel1=Sales Territory
    CustomMask1=!!! 
   If you don't want the data to come a GoldMine field but you do want it
   to come from a default value, do not enter CustomGM1.. put in:
    CustomDefault1=<value>
   If you inadvertently use both CustomGMx and CustomDefaultX, we will
   use the CustomDefaultX.
   For custom fields 2 & 3, substitute a "2" or "3" for the "1".
   
41) Edit Bids
   If you wish to edit a Bid after it has been entered, put the following
   into your ini file.  This will make an "Edit" button visible when 
   viewing current Bids.
     EditBids=yes

42) Phone format
  Default is the USA standard: (999)999-9999, If you wish to use the 
  International standard with no formatting, put into the ini file:
    PhoneStatus=I
     
43) File/Folder permissions
  If your user does not have full access rights to write temp files, you
  may specify a temp file directory that does proper permissions:
    TempFolder=c:\windows\temp   (no final backslash)  
     
44) Synchronize ShipTo records       
  NOTE: To use this feature, all ShipTo numbers must be unique.
  The ini command:
    ShipToKey=keyN 
  where N is the key field used to store the ShipTo number. 
  When used, two new menu items are added to the "Customer" menu pad: 
  "Change Link to Customer" and "Change Link to ShipTo".  When the Link 
  is first launched, The first item is greyed out as the Link is already
  linked to the Customer field.  If you click on the "Change Link to 
  ShipTo", you will be Linked to the ShipTo number in the ShipTo file
  (arcadr) instead of the normal arcust file.

  In the ShipTo Mode you may add the ShipTo record to Pro from the 
  Customer/Add to ACCPAC menu selection. The screen is similar to the 
  add customer screen, but there will be an added field for you to enter:
  the ShipTo number. The Setup page also looks like the Customer setup 
  but only several of the fields here have any affect: Salesman, Terr, 
  Tax, Tax Table ID and Tax Dist. The other fields have no effect on the
  new ShipTo record. Altough you don't see them, the Comments and GLLink
  also come over.
    
  You may also synchronize the record either to ACCPAC or from ACCPAC. 
  If there is a difference between the two, there will be a white 
  background behind the "This is a ShipTo contact" bar.  Clicking
  on the white background will bring up the difference screen.
 
45) Custom fields for displaying Sales Orders and Invoices
  When viewing Sales Orders or Bids, you have 24 Header fields (top 
  grid) and 34 Detail fields (bottom grid) displayed.  You may specify
  any fields from somastNN (header) or sotranNN (detail) you wish to 
  display. 
  First you must specify the number of fields you wish to appear on 
  the screen. Use any number less than 24 for the Header and less 
  than 34 for the Detail. 
    SoHlimit=10
    SoDlimit=20
  Secondly you specify the Fields you wish and their positions. If 
  you don't specify a field, the default field will by used.  For a
  header field, use the designation SOheaderN, where "N" is a number
  representing the position.
    SoHeader2=salesmn
    SoHeader6=terr
    SoDetail3=taxable
  And lastly, as an option, you may enter 1) a custom title of the 
  field (SoHeaderTitleN or SoDetailTitleN) 2) the length 
  (SoHeaderLengthN or SoDetailLengthN) of the displayed field or 3)
  a "picture" for numeric fields only (SoHeaderPictureN or 
  SoDetailPictureN). Example: SoHeaderPicture3=999,999.99 will format
  comas and limit of 2 decimal places.  These last three items 
  apply only to fields that are specified with the SoHeaderN or 
  SoDetailN. In other words, if you would like to keep the item 
  description as the 3rd field but wish to shorten its length, you 
  must enter SoDetail3=descrip in the ini file and then you may add:
    SoDetailLength3=50
  All these statements apply to AR as well. The commands for the ini
  file will be the same except that "AR" is substituted for "SO". The 
  ArHlimit must be less than 26 and the ArDlimit must be less than 34.  
    
46) Filter Orders or Invoices from the View screen
  To narrow the presentation of Invoices or Orders, you may add a 
  FormFilter= command line to your ini file. The right side of the 
  equation is the default somast (or armast) field name you would 
  normally use. Thus if you wish to view sales orders for a particular
  ShipTo, use the "cshipno" field name in the command:
    FormFilter=cshipno
  This is merely the default value that comes up, you are welcome to
  use any valid field name.

DLL's:
If you are running Pro Series 5.0, 6.x, or Vision Point 10, you do not
need not be concerned with VFP dll's since they are already installed 
with you accounting system.

The Pro 5.0 Series Link is written in Visual FoxPro 5.0
The Vision Point and Pro 6.0 Link is written in Visual FoxPro 6.0
If you are running an earlier version then Visual FoxPro is probably not
installed on your computer and you will need to install the appropriate
Runtime DLL's. These DLL's are available at www.Strong-Software.com.

Appendix:
   Switches used in the [user_var] area of <username>.ini. Note: neither
   side of the equation is case sensitive.  Setting the value to default
   may not always work.  To change back to default, remove the switch or
   comment it out by placing an "*" in front of the line in the ini file.

   Variable     Example         Default         Notes

   ADD2SBT=     no              yes             Permission
   ADD2GM=      no              yes             "
   UpdateSBT=   no              yes             "
   UpdateGM=    no              yes             "
   NoUpdate=    yes             no              "
   SBT1=        source                          Maps SBT to GM
   GM1=         source                          Up to 9 fields
   SBTuser=     DSTR            1st 4 chars     Used when adding
                                of GM Login     Cust record
   TERMS=       Net 30                          "
   ARPATH=      f:\sbt\ardata\           #6     Only needed for custom
   SOPATH=      f:\sbt\sodata\           #6     Network Mapping
   BMP=         c:\pictures\logo.bmp     #7     Supply own Splash Screen
   KEY=         key1            key3     #8     Field for Cust No.
   DATE=        dear            secr     #8     Field for Last Update
   USERDEF=     5               1        #10    Start UserDef fields
                                                 at this number
   AddAll=      yes             no       #11    Add SBT to GM w/o prompt
   StatFmt=     B               O               Statemt Type
   PriceCode=   C               DEF (L for VP)  Price Level Code
   PadCustNo=   3               0               Pads Cust No with "0"'s
   arAcct=      11030-000-0000  blank           Pro Only AR Liab Acct
   sltxAcct=    21310-000-0000  blank            "   "   Sales Tax Liab 
   fchgAcct=    81025-000-0000  blank            "   "   Finance Charge
   tax=         7.25            0               Tax %
   taxdist=     CA1             blank           Must be MORE than 1 char
   pdisc=       5.000           0.000           Payment Discount
   pdays=       10              0               Payment Days
   pnet=        30              0               Payment Net Due Days
   svc=         1.500           0.000           Service Charge
   taxcode=     A               blank           Tax Code (vp only)
   gllink=      ABC             DEF             GL Link Code
   limit=       10000           1000            Credit Limit
   country=     yes             no       #16    Link SBT's "Country" 
   AddressEtc=  yes             no              Updates SBT's Address, 
                                                  Phone, City, etc.  
   SQL=         yes             no       #21    Use SQL file.
   GM2SBTs1     terr            n/a      #22    Used in pairs to bring a GM
   GM2SBTg1     key2            n/a      #22      Field into a new SBT Cust 
   or GM2SBTg1  Ugm2sbt1        n/a      #22      (from user defined field)
   NewCustScreen no             yes      #22    No editing of New Cust Screen
   CheckCase    no              yes      #25    Check Case Verification 
   ViewSBTCust  no              yes      #26    Remove "Customer File" from Menu
   AutoNum      yes             no       #27    New custno gets next number  
   PrintForm    no              yes      #29    Remove Display/Print Invoices 
   ARfrmFile    armod           aridbw   #29    Custom Invoice 
   SOfrmFile    somod           soodbw   #29    Custom Sales Order
   Setup        no              yes      #32    Turn off Setup menu option
   GetPrinter   yes             no       #33    Select Printer for print jobs
   RefreshTimer 20              10       #35    Delay when changing records
   AlreadyRun   yes             no       #37    Check if Link is already running
   CustomXXX1   Custom1         blank    #40    Recognizes custom fields in SBT
   EditBids     yes             no       #41    Ability to edit Bids            
   PhoneStatus  I               U        #42    Phone format to International
   TempFolder   c:\windows\temp          #43    Permission for temp files
   ShipToKey    key4                     #44    Synchronize ShipTo records
   SOheader=                             #45    Custom fields for Viewing Orders
   ARheader=                             #45    Custom fields, Viewing Invoices
   FormFilter=                           #46    Filter Orders or Invoices 

BASIC DISCLAIMER STATEMENT:

PLEASE MAKE BACKUPS OF ALL PROGRAMS that will be affected by these 
changes before installing this program.

THIS SOFTWARE IS SOLD "AS IS" AND WITHOUT WARRANTIES AS TO PERFORMANCE 
OR MERCHANTABILITY.  THE SELLER'S SALESPERSONS MAY HAVE MADE STATEMENTS
ABOUT THIS SOFTWARE.  ANY SUCH STATEMENTS DO NOT CONSTITUTE WARRANTIES
TO PURCHASE THIS PROGRAM.

THIS PROGRAM IS SOLD WITHOUT ANY EXPRESS OR IMPLIED WARRANTIES
WHATSOEVER. BECAUSE OF THE DIVERSITY OF CONDITIONS AND HARDWARE UNDER
WHICH THIS PROGRAM MAY BE USED, NO WARRANTY OF FITNESS FOR A PARTICULAR
PURPOSE IS OFFERED.  THE USER IS ADVISED TO TEST THE PROGRAM THOROUGHLY
BEFORE RELYING ON IT.  THE USER MUST ASSUME THE ENTIRE RISK OF USING
THE PROGRAM.  ANY LIABILITY OF SELLER OR MANUFACTURER WILL BE LIMITED
EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF THE PURCHASE PRICE.

Strong Software                        Phone: 415-927-3163
433 Town Center  Suite 637             Email info@strong-software.com
Corte Madera, CA  94925                (C) Copyright 2000 Dwight Strong
