coglog
Services Limited
Integrated Business Solutions

SYSTEM

OVERVIEW

Our software is very flexible; many of our clients have customised versions of programs and new releases are constantly being developed, so this information is not specific to any individual system.

N.B. Any screen with an "F1" should take you to the specific documentation. If the screen does not have "F1" pushing the "F1" key will probably be the same as Entering.

KEYBOARD SHORTCUTS

All commands and codes should be in CAPITALS.
Function keys, F1 - F10 at the top of your keyboard, are used throughout the system.
More than one key may be used at a time e.g. "sF7" means hold down the Shift key and press F7.

Key Description
Ctrl + Arrows Moves cursor 4 spaces left / right.
Ctrl + Pause If you cannot do anything else to exit Cogito.
Ctrl + F Changes existing text to UPPER or lower case.
Ctrl + Z Deletes a text line after the cursor.
Ctrl + X Deletes the text line the cursor is on.
98 From menu - allows any program code to be entered.
99 From menu to get to Index screen - repeat to get to Log on screen.
Tab or Shift + Tab Moves cursor directly up / down fields.
End or Home Once - moves the cursor to beginning / end of a line.
Twice - moves cursor to beginning / end of a block.
Enter Moves cursor down to the next block in many screens.
Insert Toggles between overwrite and push mode - see bottom R) of screens.
Alt + Enter Toggles between full size screen and default window size.
Full stop Clears numeric fields up to the decimal point.
Alt + Print-screen
(To "clipboard")
With Cogito minimised for a picture
Or full-screen for an editable text clip

ALWAYS NOTICE THE COMMANDS AT THE BOTTOM OF THE SCREEN.
THE COMMANDS ARE UNIVERSAL TO ALL COGITO MODULES.

The number at the bottom right hand corner of the screen (e.g. 8.50) indicates which release of COGITO you are running.

DEFINITIONS

CODES

DATE, TIME AND LOGONS

You cannot change all your computer's dates from one PC; each computer must be set individually. Check your computers are in sync at least twice a year when daylight saving time is adjusted.

Label each computer on your network (the PC box NOT screen)
To check a computer's network name:
Right click the My Computer icon
select "Properties" then "Computer Name" tab
e.g. CO-W6 Company code - Workstation number.

Most of the Cogito log on fields can be pre-set for automatic log on:
The Company code could be changed / entered at log on if more than one company is run.

The Terminal ID should be the "network name" of this PC - "W2", "S1", "P3" etc. (Workstation, Server, Point of sale, Admin etc.). The network name carries the printer setups for each PC (LPT1 and LPT2 etc. are different addresses per PC) and work file names belong to the terminal e.g. COINWW4

The User ID e.g. "JS". This code can carry various preference and access settings to make Cogito run the same way across the network for each operator.

A Password may be forced or automatic (only if the PC is in a secure area).

The Date defaults to that on the computer you are physically using, not the server. If it is past the end of the month but you want to process your transactions as at the last day of the month, change the date at the logon prompt. If you enter a date that does not exist e.g. 31/02/2015 the date will adjust or warn you. If your computer automatically logs on past the logon screen, 99 will take you back, repeat if necessary. Windows sometimes just logs you right out - you may need to re-enter and do 99 from the Index screen.

For automatic logons through Windows:
Right click the Cogito icon - click "Properties" then the "Program" tab. At the "Command Line" key in the bat file name, space, your 2 character company code, space, an exclamation mark (!), your Terminal ID (3 character field, fill any spaces with dashes). You could add your User ID (6 character field, fill spaces with dashes) then a selection no. as below.
Ensure that the "Close on Exit" box is checked.


For a specific User and to stop at the date prompt:
G:\BATS\RC80-G.BAT CO !W4-JS----90
OR to stop for a User ID (password can be forced or automatic):
G:\BATS\RC80-G.BAT CO !W4-------91
OR to go right in and start the invoicing e.g. Trading page = 01, Invoicing = 02
G:\BATS\RC80-G.bat CO !W4-JS----0102

SYL01
N.B. Never leave a PC at this point or others on a network will experience trouble logging on.

8SYL04 CogDiem Date Manager

This program is for Release 8.89e: all the Cogito dates and posting periods have been rationalised in preperation for Release J.
The date that the Debtors, Sales and Stock Rolls are performed will now be stored so they can be checked that they haven't been done within the last 14 days (i.e. an attempt to run the rolls twice). If the rolls are scheduled, they won't run. If they are run "manually", the operator will be advised and will need to enter "OK" to proceed.
Whether scheduled or not, if the roll about to be run will change the new period to 1 or 13, the roll is assumed to be "annual". The program also checks to see that the date is "reasonable": If the first month of the financial year is April (4) and the Cogito run date is the 31st of March or early April, it is assumed that the end-of-year assumption above is correct.
Use option 1 for checking or option 2 for setting the Cogito system dates for each module.
Option 3 can be used to calculate the difference between dates, or to calculate a future or past date by adding or deducting a specified number of days, weeks, months, or years.
SYL04
  1. Display current dates and settings:
     PeriodendsRolled
    Sales531/08/201402/08/2014
    Costing531/08/201415/08/2014
    Creditors531/08/201415/08/2014
    Ledger531/08/201416/08/2014
    Sales Anal.531/08/201402/08/2014
    Stock531/08/201402/08/2014
    Financial year starts in month4
  2. Change System dates:
     PeriodendsRolled(was)
    Sales500/00/000000/00/0000531/08/201402/08/2014
    Costing500/00/000000/00/0000531/08/201415/08/2014
    Creditors500/00/000000/00/0000531/08/201415/08/2014
    Ledger500/00/000000/00/0000531/08/201416/08/2014
    Sales Anal.500/00/000000/00/0000531/08/201402/08/2014
    Stock500/00/000000/00/0000531/08/201402/08/2014
    Financial year starts in month44
  3. Date Calculator
    • Date..: 03/01/2015
    • ..to: 29/09/2014
    • Action: Add, Deduct.
    • No....: 0
    • .. of : Days, Months, Years.
    Enter a date to base the calculation on.
    If a 2nd date is entered, the difference between the 2 is calculated. In this e.g. the Difference is 96 days OR 0 years, 3 months, 4 days.
    OR use the calculator to check what the day and date will be in 6 mths time, or was 2 years ago.

WORK FILES

These enable multiple users to process transactions independently of each other, within the same module and at the same time (e.g. several people invoicing). They also provide useful auditing information.

Work Files are temporary or "holding" files that open whenever a transaction is started. Processing the transaction saves the data and also empties and closes the Work File. Unprocessed data in a Work File is retained when you exit the program.

Open Work Files are vulnerable in the event of a power or network failure: an open, unfinished invoice will be deleted - process your work frequently to protect it.

Work file names are made up of your company's, the module's and your logon codes e.g: CODTWW4
CO = Cogito, DT = Debtors Module, W = Work file and W4 = Terminal ID.

You may wish to CHANGE a Work File name: e.g. a file by this name already exists but you are not ready to process it yet, or you wish to work on a file created at a different terminal etc. Usually just add a character to the end of the Work File name e.g. CODTWW4A. This returns to the default name when the program is exited.

WFILEIf a Work File containing unprocessed data already exists, either:
Enter to continue
OR F7 to delete and F2 to confirm.
Or Enter to see the document and then Esc right out of the program, and re-enter using a different name.

If you enter the Invoice Recall program and then exit immediately, OR attempt to cancel a processed invoice, OR recall a non-existent invoice etc., you will get an error message: "A damaged Work File has been Deleted..." - only the temporary Work File is deleted, not the invoice.

MAINTENANCE PROGRAMS

Password settings can limit access to Maintenance screens.

Press F4 to prevent a maintenance log printing. When this option is offered some programs may also allow Alt F4 which gives you the chance to change the file name.

N.B. Do NOT leave your PC with a Maintenance record open, others on the network will not be able to access that record - e.g. if you are changing a Debtor, no-one will be able to invoice that customer.

Many defaults can be set to your choice to save keying time and to ensure consistency. You have the option of printing an audit trail of changes; these logs may be filed for your records.

DO NOT DELETE records with balances, they must be bought to zero first with transactions.
Changing and / or deleting records may affect Sales Analysis, check with us about re-coding your files.

Do NOT change data in the maintenance screens - do a transaction. If e.g. you notice a stock item is showing 5 On Hand when there are only 2, do NOT use Stock Maintenance to correct it - use the Stock Transaction program. This creates an audit trail and enables the use of "fix" programs to clear and recalculate the Stock File based on transactions.

INQUIRY - LOOKUPS

These programs are for viewing only; no changes can be made.
Setting can limit access to Inquiry programs to decreasing numbers of screens.
Enter to bring up the first item on a file.
OR key in the first couple of characters of a code and F3.
Page Up / Down to scroll through the screens,
up and down arrows to get to a line, Enter to select an item.

TOOL KITS

These powerful programs are capable of changing large amounts of data and are recommended for advanced users only. They can perform fast maintenance - changing specific fields in selected records - and can change / recalculate transaction data when errors have occurred.

For example, you have a new salesman and wish to change all the old Salesman's codes to the new code OR change the Sales Code of a Stock Category. It is more accurate and cost-effective to use a tool kit to make these changes as a batch. Contact us for help before you spend hours re-keying. If there is not one available it can be created for you.

Many Toolkit programs can be run from a specific .csv (comma delimited spreadsheet) which contains the information you want to change. Discuss with us first.

We usually use Menu 26 for the Toolkits related to the various modules - they can be run from these lists.
N.B. DO NOT USE unless you know what you are doing!
N.B. always BACKUP first!

BACK UP

N.B. Everyone should log out of Cogito for a full back up to be completed.

Backing up protects your work in the case of power or network failure. You should be especially careful if there are nearby road works or other possible interruptions to your electricity supply.

ALWAYS back up each night.
ALWAYS back up before updating, archiving or running any major procedure that changes your files.
Files cannot be restored if there is no back up.
Data can be restored only as far as your last back up; all subsequent data and maintenance must be re-entered.

Ensure safe storage of backup media, preferably off-site, but which can be available should a restore be required. Now that hard disks are so much bigger, a copy of a backup should be made to another PC on the network.
These copies can also be used for testing purposes.

N.B. If for any reason an update was not successfully completed, DO NOT re-run the update. The files will need to be restored from your back up.

ERROR MESSAGES

There are many built in messages that display if an error is detected on your system. "Print screen" these errors and fax them to us and call Cogito.

If you require assistance please fax a "Print screen" of your work so we know exactly what part of which program you are in. We all use a variety of words to describe different activities (not all repeatable) and this saves talking at cross-purposes.

REPORTS - GENERAL

Standard reports associated with each module are installed on your system. We usually use Menu 26 for a comprehensive list of Reports avalable to each module - they can be run from these lists. See the various modules for specific instructions on running and maintaining these.

Reports can be tailored to suit. Report formats can be set-up to produce only the required data and to save time - new Formats can be added any time.

Reports create "lists" or "forms" of current information relating to an aspect of your business: Debtors, Stock, Sales etc. Labels and forms (e.g. statements) are designed for specific stationery.

Reports can be exported - ie. saved to disk for opening into a text or spreadsheet document. For the best results when opening as a spreadsheet, use a report which is designed to be saved in a ".csv" (Comma Separated Values) format which can be opened as a spreadsheet directly from the Print Manager.

Each Report Program selects specific information and has its own layout; e.g. Mailing Labels and Trial Balances produce reports which look different and which gather different information from your Debtors Records.

Report Formats determine which records are included (e.g. Debtors with balances), and the order in which they are included (e.g. by Customer Type). Formats can be set-up to produce reports such as:

Debtors Mailing Labels for one Customer Type in one Sales Area OR
a Trial Balance for all accounts with balances 3 months and over belonging to a single Salesman.

When running a report program, F3 for a list of formats and their descriptions. Most report programs may be run with various formats within the same module e.g. a Debtors Trial Balance format could also be used to produce Labels for all the debtors on the Trial Balance. You would, however, need to remember to change some of the options when running the label program. Rather than doing this each time, a new format can be made for Labels.

RUNNING REPORTS

F3 to select a Format from the sub-menu, F3 again to see ALL profiles on your system. Enter to select.

DTP04 Each time a report is run you have the opportunity of modifying the format: highlighted fields and "spaces" allow selections or text. Highlighted capitals e.g. eXport / Form, indicate the required letter to use in the appropriate fields. For more, see Report Maintenance below.

Selection ranges. e.g. "Customers":
DTP04A
A to A makes no sense.
A to Az includes all debtor's codes beginning with A.
A to B also includes all debtors codes beginning with A.
Space to lowercase z includes ALL customers.
a single customer can be selected e.g. "COG to COG"

DTP04C
Selection Conditions on the next screen need numbers or letters, usually the capital letter of the prompt word. These can be changed at each run. See each specific module for more.

REPORT MAINTENANCE

Each module has its own report maintenance program.
All reports belonging to the same module share common Selectors and Conditions.
Selectors determine the Order in which records will be printed e.g. by Customer Type.
Conditions include / exclude the selectors depending on current factors e.g. only customers with Balances.

You can copy or change an existing profile or create a new profile from scratch.

To Change:
Select a report profile e.g. 8DTP04BM/A - F6 to make changes.

To Copy:
F3 and Enter to select an existing profile then Esc. and key in a report code plus a unique suffix
e.g. 8DTP04BM/AREA for a Debtors Trial Balance by Area.
Enter and F8 to Copy the last profile you had on screen and make appropriate changes.

To Create:
Enter new report name and F5 to add.
Use the whole report name to create a new profile e.g. 8DTP04BM
then up to 4 letters to further define it e.g. 8DTP04BM/SM for Salesman.
This makes the sub-menu selection more specific;
i.e. when you run a Trial Balance, only those profiles starting with 8DTP04BM will display in the sub-menu.
F3 to see ALL profiles.

8SYL08 PRINT MANAGER

Accessed via F5 at the bottom of the menu screens, the Print Manager provides the ability to manage the printing, saving and viewing of all documents and reports produced within Cogito. You can direct data to your own or any shared printer on your network. LPT1 (usually your own computer's printer) or LPT2 (usually a network printer) etc. sends documents directly to that printer. LPTx is an "address" and must match your network connection to that printer. Or you can save documents to a file instead of printing.

There are three main divisions: Invoicing, Purchasing, and Reporting (which includes Logs from maintenance programs such as adding a new customer). Use the Print manager to set the default addresses for each of these divisions - the default can be overridden when running most programs and reports (and most reports can be set to a specific address). Until deleted, new reports are added to the file name. You can then view, print or delete the file at any time. You can e.g. print Cash sales and save all charge Invoices for printing overnight. The file name (e.g. "P-INV", or more usually now "#INV") is just another "address". If you need to stop a long report from printing, turn the printer off and on again - repeat if necessary.

On entering the Print Manager "Currently selected" refers to the Report address. The following options are available - select the option to act on the current address or F3 to select a file.

F4 - Display Report:
Accept or change the file name to be viewed and Enter. Or F3 to pick from all the Cogito report files on the network. The "display" program can be set to your choice.
If using the default, "L.com", F1 displays a Help screen for additional functions e.g. F3 to search. Esc to exit.

F5 - Setup:
Select the document Type: Reports, Invoices or Purchase Orders and Enter to e.g. Reports screen.
There is a line for each Report Type (Normal Reports, Exports (.csv), Forms, Labels and Compressed). Key in an address e.g. LPT1 OR a file name e.g. #TB.
Create a convention for the file names; use names that you will later recognise e.g. "#EOM07" for End of July reports. Once this setting is in place ALL subsequent data of this Type (not invoices or purchases) will go to this file / printer until the settings are changed.
N.B. you have the opportunity of overriding the setting and re-directing a report to a printer or file from within most report programs. The Print Manager can also be accessed from within various modules e.g. invoicing via Advanced System Functions.

Reports:
For ALL printing except Invoicing and Purchase Order processing (see below).
Report to: e.g. LPT2 or #TB (we also use "P-TB" - a "#" just allows an extra character in the file name).
If you set "#TB" to e.g. save a Trial Balance and then later process your Payments, the Payments report will also go to "#TB" (but not Invoices or Purchases).
You can choose different printer models for specific report types: normal, compressed (or you could specify Landscape), labels or forms. The Report Types can be set in Report Maintenance for specific reports.
Model: Accept or F3 to pluck a different model.
Report names can take a variable which uses your current logon date: e.g. on 5/03/10 "#TByymmdd" will name the file "#TB100305". Note that the lower case must be used. This is especially useful for scheduled reports, but you could keep a daily log of your own work. A file name "#TByymm" (without "dd") assumes that you are printing a monthly report for the month just passed (unless you are well into the current month).
In the example below, all normal reports will go to a dated file name, a new file will be started the next day. Files directed to LPT2 will use the a landscape driver "HPMFL", labels will go to a specific printer and statements to another. The program you run for statements can be set to always print to LPT3.

SYL08

Invoices:
e.g. print Invoices to LPT1 / 6LC
print Packing Slips to LPT2 / 32E
save Quotes to #QT / 6LC
and print Point of Sale slips LPT4 / 59E.
The model allows you to print these documents from a file with their correct printer settings.

SYL08A

Purchases:
Direct Orders, Receipts, Costings and Labels to various printers or files.

Select Printer Model:
F3 to select from a list which should include every printer on your network that you print Cogito documents to. Each printer has its own specific print commands for bold, compression, double width etc. When you save a report, the report includes these instructions for the selected printer model - it may not translate well if then printed to a different model. You may have portrait and landscape records for the same printer. Most reports can be compressed to 17cpi (Characters Per Inch) for A4 if the printer controls allow.
The printer addresses (e.g. LPT1) need to match the actual printer models for each PC's set-up. Once these settings are in place they should not need to be changed unless printers are moved, changed etc. Call us if you are unsure and we will do the Settings for you.
If you buy a new printer which is not on your list, we will need the specific print commands for that model to create a new record to add to the list. This is not always easy and some printers do not have all the commands we use. Please bear this in mind and call us before you buy a new printer. Save to Location:

F6 - Edit Report:
Allows the selected report to be edited in the default text editor
OR in e.g. Microsoft Word if specified in setups.
Run the report as an Export to omit extraneous data (headings, page breaks etc.)
for files to be opened into word processors, databases and spreadsheets.

sF6 - Spreadsheet:
You can run a report and save it as a ".csv" or ".xls" file.
sF6 in the Print Manager, F3 and Enter to select
sF6 again to open it straight into your spreadsheet application.
The spreadsheet program, e.g. Excel, needs to be on your PC and specified in setups.

F7 - Delete Report File:
Deletes the WHOLE # file, NOT just the last report you added.
Once deleted, a file cannot be recovered.
Remember that you can view the files before deletion.
Accept or change the # file, Enter and F2 to confirm.
#* to delete ALL files
#TB* to delete all files starting with #TB.

F8 - Save As:
Allows you to save a file under a different name. Use this to save a report you have sent to your default # Enter the file to save and then the new name.

sF8 - Change Terminal Code:
to operate Print Manager on another terminal.

F9 - Print:
Accept or key in the file name.
Select printer LPT1 / 2 etc. The whole file will be printed.
You can Esc to continue with other work while it is printing.
#* to print ALL saved files or e.g. #TB* to print a range.

8SYL29C0 SYSTEM OVERVIEW

See Cogito's SCM
for all trading programs (8*.*)
and all Run Control programs (0*.*)
See Cogito's
G:\AA for various admin. documentation
G:\AA\AD\AADIR.DOC for directory information.
G:\AA\QA\QACO.DOC for company directives.
M:\C2\S8\comodi.txt

Profiles can largely be set and managed using these records. When adding records, the maintenance program checks entries against the Control Files for valid codes. To make specific fields of the records compulsory, do not have a "blank" record for that Subject. Defaults can be overridden.
sF7 to delete ranges of data in some subjects.

The Report files are attached to the Module files.
The Control files refer to the Module and Report files but not vice versa.

8SYL29C0 1. SYSTEMCONTROLS
Address lines for undomiciled Sales documents (Invoices, Quotes, Statements)

sydd
Installation type: BRanch or Head Office else space if not implemented
Cobol version: MicroFocus or AcuCobol (only if running AC - default is MF)

Display Program ID (on menus) - shows text e.g. "Customer Lookup" and program "8DTQ01C2". Delete P to show only "Customer Lookup".

When setting up a new system remember to setup Backups and schedules for new codes as well.

8SYL29C0 2. TERMINAL SETTINGSCONTROLS
The following three controls relate to how the Print Manager handles saved files. NOTE: the above programs must be in the current "path" or have the path specified.
Notepad is usually in the path and need not be specified.
"Custom Install" Open Office to c:\oo or c:\ut\oo
To enable Winword and Excel add to autoexec.bat - path
c:\progra~1\office\office OR c:\progra~1\micros~1\office

In DOS key in net config for computer name... OR net use for this PC's network connections.

8SYL29C0 3. TERMINAL PRINTER CONTROLSCONTROLS
Terminal (report) printers should be the terminal name not the user name: e.g. W4, S1,P2 etc. NOT "JS" Run 8SYX06PR to replace SYPRCttt records with SYPRttt
Do NOT have a terminal called "C" OR "F"

8SYL29C0 4. SECURITY / PASSWORDSCONTROLS
Make a record for each Password used - codes can be added, deleted and changed as required.
Passwords tie in with Menu.
  DTQ DTL SCQ SCL
F4 ABCD ABCD   ABCD
sF4 ABCD ABCD   ABCD
F5 BCD BCD ABCD BCD
F6 CD CD ABCD CD
sF6 CD CD    
F7 BCD   ABCD D
sF7       D
F8 D D ABCD D
sF8 CD CD ABCD CD

8SYL29C0 5. USERS / REPSCONTROLS
Allocate one record for each salesman - sales can then be analysed by salesman. In Debtors Maintenance, enter the code of the Salesman who usually deals with that customer - can also attach Rep in Stock maintenance. Defaults for invoicing - can be over-ridden. Need not be a compulsory field - there can be a blank one.
8SYL29C0 6. HELP SETTINGSCONTROLS
See 8SYL05A.DEV for notes
8SYL29C0 7. TOOLKIT MENU PROGRAMSCONTROLS
(Ctl B - create a list from the Directory in 2x) Allows reports and toolkits to be run from a list. See screen 26 - Export TK programs: 8SCP02EK
Load TK programs from s/sheet: 8SYX41TK
Keep all new s/ware in line with Status and Category 2
Also see menu manager.

8SYL29C0 10. MESSAGESCONTROLS
See Debtors and Suppliers Controls for specific instructions.

8SYL29C0 11. TAX CODES / RATESCONTROLS
Should have an 01 (GST) and an 09 (Non GST) ?BRANCH AND 08 Also see Creditors Tax Codes / Rates.

8SYL29C0 17. COGMAIL SETTINGSCONTROLS
This and the following three subjects need to be set up for emailing documents (Invoices, Statements etc.) straight out of Cogito, either one at a time or in an automated batch: e.g. your invoices can be sent in a batch during update.
Code e.g. space for default setting, there is usually no need for individual terminal settings, but see the following subject for controls over specific documents.
8SYL29C0 18. COGMAIL INTEGRATIONCONTROLS
Use these settings to override those above for specific documents: it is assumed that the Masthead will be the same for each document, but the Footer may vary on Quotes and Invoices etc. The layout for the pdf may be Portait or Landscape.
Have a "blank" record for System Defaults
or a program ID: e.g. "8INL01R1" to set the e-mail program for Invoicing version R1
or e.g. "8INP04D1" to set the graphics and associated ".csv" program for e-mail version "D1"
8SYL29C0 19. COGMAIL USER PREFERENCESCONTROLS
8SYL29C0 20. E-MAIL MessagesCONTROLS
Create a message template to accompany your emailed .pdf documents. This could be a genereric message for all document types or personalised messages from specific salesmen (e.g. ECMGMJS) or messages for each document type (e.g. ECMGI). At the prompt, key in eg. I for invoice, or S for statement. Use the "vertical bar" key to surround the variables. Each type of form or document can have its own e-mail message generated when the .PDF is sent.

syecmg

The "variables" currently available are:
Data Item Variable Translate to
form type |form| Invoice, Quote, Credit, Customer Order, Statement, Purchase Order, pro-Forma credit, Remittance Advice
known-as |to| Called e.g. Jill
document-no |doc no|, |doc no|, |doc no.|, |doc. no.|, |no|, |no.| the "current" invoice, quote, credit no.
document-ref |document|, |ref|, |ref.|, |reference| internal reference field (if applicable)
cust-ref |cref|, |c/ref|, |c/ref.|, |cust-ref|, |cust-ref.| Customer's ref. e.g. Order No.
salesman's code |rep code| MJS
salesman's name |rep|, |from|, |salesman| Mark
terminal-code |term| CO-W2
date |date| 25/10/2012
report-date |r-date| 25 Oct 2012
time |time| 16:24
More variables will be added as requested. The variables are not case sensitive.

8SYL29C0 21 e-mail "re-sends"CONTROLS
8SYL29C0 22. e-mail attachmentsCONTROLS
8SYL29C0 24. CogMedia SettingCONTROLS
CogMedia settings SYIN Notes: VLC updates the "path", so can be referenced as "VLC.exe". Acrobat, on the other hand, needs the full path and correct version, which is updated constantly. Other applications use existing parameters: e.g. Web Browser from the Help settings; Word Processor and Spreadsheet from Terminal Settings. A "blank" terminal is used for default "site" values.

8SYL29C0 29. Independent ParametersCONTROLS
Mostly for development: could be used to access any other program (independent of running Windows or Linux), without leaving Cogito. Could work as a desktop. NOTE: To enter parameters in the Menu Manager:
use [cccc] for a parameter
use "|" to mean "this terminal" e.g. [|PROG] = "W2 PROG"
use "_" for a space e.g. [ED]_[prog][ver] = "ED ProgVer"

8SYL29C0 30. Report destinationsCONTROLS
See Save to Location:">Print Manager If a report/export name starts with "cc..!" (where cc.. is the above code, "JS-D"), then the "cc..!" will be replaced with the above path. CogDocs will first search for "cc....ttt" to see if there is a specific destination for the current terminal, otherwise "cc..." is used. Remember to end with a "\", else any characters after the last "\" will become part of the report name.

8SYL29C0 31. PRINTER MODELSCONTROLS
(Mark only) edit print commands of all Printer Models loaded per system.

Notes on Orientation and Compression:
Reports may override Orientation / Compression.
A Standard report is 12 cpi Landscape or 17 cpi Portrait
A normal report - full-width - 15" lineflow, 132 chars (10cpi), 11" (66 LINES) long
A narrow report is A4 width - 10", 80 chars, 11"
A wide report is full-width 15" at 12cpi - 156 ch. (e.g. 12-mth Sales)
Compression:
Landscape Printer:
a normal report is not compressed
a narrow report is not compressed
Portrait Printer
a normal IS compressed
a narrow report is not compressed
A standard Laser/Inkjet should be set as "Landscape" and Normal (not Compressed),
with Normal printing at 12cpi and Compressed at 17cpi.
Landscape,
Not compressed,
Normal: 12cpi,
Comp. 17cpi (for Wide reports)
A poor alternative is "Portrait" and "Compressed" (10cpi) as this will only handle "wide" reports at 20cpi 10cpi, Portrait, Compressed, Comp=20cpi
A standard 15" printer would be set as
Portrait,
NOT compressed,
Normal: 10cpi,
Comp. 12cpi (OR 16cpi for Wide reports)
Landscape 12cpi
Orientation: L Landscape, Portrait (def), else "as is"
Detail lines/page: 0 (Def. 56 for Portrait, 40 for Landscape)
Report width...... Compressed, Normal, else "as is"
Portrait 12cpi
Orientation: Landscape, Portrait (def), else "as is"
Detail lines/page: 0 (Def. 56 for Portrait, 40 for Landscape)
Report width: C Compressed, Normal, else "as is"
Decide on Compression:
Leave as is: i.e. some reports ADD compression - OK as is

USB PRINTER Install printer as per instructions:
In Printer Settings: select the printer, Right click and select Properties / Port
Enable Printer Pooling to allow an LPT address as well as a virtual port
In Printer Settings: select the printer, Right click and select Properties / Sharing
Enable Share As and give it a short share name e.g. K10
In DOS:
NET USE LPTn \\name of PC this printer is attached to\printer share name

e.g. NET USE LPT1 \\CO-W7\K10

8SYL29C0 32. SET-UP MENU MANAGERCONTROLS
Related only to current Menu.

8SYL09 - CONTROL FILE MAINTENANCE

Please let Mark know if any records can ONLY be maintenanced in 8SYL09 and not in any of the 29C0 programs.
Alt F4 to edit another SYM e.g. from CO files edit TLSYM or COSYMI.

8SYL07 - MENU MANAGER

The menu can be modified to your preferences. Password levels can restrict some users from accessing specific programs or "page" of programs. Frequently used programs can have shortcuts attached: for instance a report can be given a Format so it runs immediately. Other attachments, such as to a Credit Invoice, can incorporate many instructions.
A report can be printed.
F6 Change file: a backup on a local drive or a different company e.g. C:\COG\ccSYM
F7 Import: from a different company or index file on the same drive e.g. ccSYMI
F8 Copy: a menu or index entry, or last entry on screen.
sF8 Move: an index or menu entry.
Or select a menu No.
F5 Add
F8 Copy
F6 Change
F7 Delete F2 to Confirm.
sF7 Delete ALL F2 to Confirm.

SYL07

8SYX06PW can be used to add, change or clear Passwords globally or selectively. All passwords, including substitutes, need a valid record.

SYX06PW

e.g. change the password "NUN" to "COG" on all programs on screen 01, up to and including "98 Specify Command".

Space to e.g. "COG" will add COG to each menu entry in the range even if there is one there already.

8SYL02 - LOG ON SCREEN

2 character company ID ccSYU file e.g. CO. Edit when setting up a new company.
Spaces for multi-company: requires entering company code when logging on.
Release e.g. 8.5 - displays on most screens when COG re-entered.
Logging required: no longer used.
Optional Logo program ID: no longer used.
System call: for the above.
Screen colour may be changed, especially for a test system - omit SYU from bat. file when copying over.
Emphasis colours can be set: see Stock Lookup and Invoicing warnings etc.
             General    Warning      Error     Attention
Foreground:      1           6           4           2
Background:      7           7           7           7
      
SYL02

Personalise contact text on Logo screen.
For double vertical lines Alt 186 (use key pad).

Making an icon to edit a Print file - depending on paths
Command Line - C:\UT\PCW\ED.EXE G:\cog\#*
Working Line - C:\UT\PCW

Making an icon to view a Print file - depending on paths
Command Line - L.COM #R87
Working Line - G:\cog

IMPORT / EXPORT

These programs import / export Transaction and Master files, and are used to copy report formats, schedules, isolate single transactions etc. Conventions when importing back into Cogito from spreadsheet: Unable to change balances and data that has been created by transactions A fullstop in a cell will clear the corresponding field on import A -1 in a cell will clear the corresponding field on import SYX01 e.g. copy all printer controls from Cogito to another company Index file.

In the other company's directory, e.g. merge the Index file on to the existing one.

SYX01A

REBUILD

Especially after archives or re-calc. programs. At DOS e.g. "RB CODTT" Look up parameters in *.FD (e.g. DTT.FD) if necessary to "REBUILD" (RB - squash any file)
RB COPLT
but all others
RBPLT COPLT(01)
RBF CO PLT01
RBA CO

8SYL18 - SCHEDULER

Alt F4 for another SYC e.g. from CO files access TLSYC or COSYCI.
Enter Schedule Code or F3 Cogito Schedules may be run in conjunction with Windows Task Scheduler.
Use the Scheduler on the comms PC at sites so that we can control them if required e.g. turn off other updates, refreshes, send backs when EOM Rolls are to be run.
Add a scheduled task
Browse for e.g. G:\BATS\BU-CO.BAT and Open
Change name to description e.g. Backup Cogito
Select frequency and times - One time only - or week (Sun - Thurs for updates)
To disable: Properties / Task - click box
In Windows Explorer right click .bat - Properties, click Close on Exit.