datapark card manager – users guide

Card Manager – Users Guide

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CARD MANAGER


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Notice

The information contained in this document is subject to change without notice. Datapark Inc. make no warranty of any kind with regard to this material, either express or implied, except as provided herein, including without limitation thereof, warranties as to marketability, merchantability, for a particular purpose of use, or against infringement of any patent. DataPark Inc. shall not be liable for any direct, incidental, or consequential damages of any nature, or losses or expenses resulting from the use of this material.

This document contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be photocopied, reproduced, or translated into another language without prior written consent of Datapark Inc.

Trademark Credits

DP is a trademark of Datapark Incorporated

Windows is a trademark of Microsoft Corporation

© Copyright Datapark Inc. 1997-2000

All Rights Reserved


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Installing the application

Full installation (Typical)

A full installation installs the Card Manager software and sets up empty database files ready for input.

Work Station installation (Compact)

A workstation installation is used for networks systems where one or more stations will be able to add, edit and view card data by the Card Manager program, using one and the same database installed on the server computer. This version installs the Card Manager software without creating any database files. The workstation will access the database files from the network server.

Stand-alone /Server Installation

Although it does not need a printer attached to the computer the Card Manager is unable to display the reports unless the system has defined and has set up a valid printer using Windows Control Panel items.

For a stand-alone installation simply follow the instructions on the disk and answer the questions in the setup procedure. Select the Typical installation option.

A Network installation requires an existing Full/Server installation on a computer connected to a local network (the Server). These servers must also run the DataPark background and contain the DataPark directory on its hard drive. Select the Typical installation option.

After installing the full version to the network server install the workstation version to the workstations.

Upon completion of each workstation version each station must be configured to access the database files from the network server.


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Configuring the Server and Workstations for networking

This feature allows the Program to use other CardManager databases situated on a different computer that is the CardManager can work in network.

The main PC where is started the main CardManager is called “Server” and the other is Workstation. When started normally on the Server PC it uses the database on the current PC. In order to run the CardManager with the Database of the Workstation there must be included some keys in the CardMng.ini file. CardMng.ini file could be found in the C:\Datapark\CardMng folder. The new section needed is written below:

[name of the section]

DPBServer=\\[name of the workstation PC]

DataparkPath=\\[name of the workstation PC]\c\datapark

DatabasePath=\\[name of the workstation PC]\c\datapark\cardmng\db

Every time the CardManager must be run in the networking mode in the command prompt console should be written the following command line:

C:\Datapark\CardMng\CardMng.exe –PathsSection [name of the section]

An alternative of the usage of this mode is to write the command line above in the Target field of the Shortcut page in the properties window of the shortcut made for this purpose.


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Opening the application

After a successful installation, open the application from the Start menu\Programs\Datapark\Card Manager.

Menu bar

File

Log In/Out Logs in/out opens the “User Log In” dialog

Make Archive Backs up the database folder

Printer setup Shows the printer dialog box

Properties Displays the general application properties, company properties and/or makes changes to locations

Exit Exits the card database program

Actions


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Accounts – F2 Opens Accounts Dialog and displays the shortcut function key.

Cards – F3 Opens Cards Dialog and displays the shortcut function key.

Statements – F4 Opens Statements Dialog and displays the shortcut function key.

Invoices – F5 Opens Invoices Dialog and displays the shortcut function key

Payments – F6 Opens Payments Dialog and displays the shortcut function key.

Charges Opens Charge Codes Dialog.

Update Card Range Updates cards in the required range with values selectable from the shown fields.

Modify Zones Sets Time Zone and/or Access Level by Location or by Card Range.

Find by Credit Card Enables the user to find quickly a definite account by entering the Credit Card number associated to it or a ParkCard by defining its number.


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Delete multiple accounts From the window shown below the user is allowed to select multiple accounts to delete at once. This window contains all the accounts that exist in the database of the program.


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Reports

Generic Reports Creates generic reports by Accounts, Cards, Expiration /Zip codes, Expiring credit cards /Charge daily, Payments or Logs (user changes by date)

Payment File Creates Payment report for a specified account

Audit Report Creates Card report with amount due summary

Help

About Displays the current version and registry details

Help Contents Displays the available help topics about the functionality of the application.

Search for Orphans in “Discounts” Table

It is a service function and is used for finding Credit Cards that exist in the local memory of the boards but there is no information for them in the database of the Card Manager. These cards are still kept in the “Discounts” table, where are specified the discounts for each of them. The service dplsm could restore this information from the board memory.

Tool bar buttons


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Accounts Opens the accounts, use this for adding accounts or cards and posting payments.

Cards Opens the cards dialog box, use this for searching cards and posting payments.

Payments Opens the payment file dialog box, use this for viewing the payment file.

Reports Select the appropriate report, from the list provided.

Exit Exits the Card Manager application.

Log in/off Logs in/off the operator.


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Helpful Navigation Tips

The DataPark Card Manager links cards to accounts so that an account number must exist for every valid card in the lot. Similarly, a card can only be issued to one account number. The application permits the storage of as much or as little information as required for accounts and cards.

A database is a set of related tables. A table file is made up of fields (columns) and records (rows). This application uses four distinct tables, accounts, cards, payments file and vehicles. The account, card and payment tables are all linked by a master field (account number). The card and vehicle tables are linked by a master field (card number).

The Card Manager uses dataset within the dialog boxes for adding, deleting, editing and viewing records of the tables. To aid in navigation the name at the top the dialog box is also the name of the open table. The names showing are accounts, cards, payment file and vehicles.

At the top of accounts, cards and vehicles dialog box there is a status bar. This bar provides navigation buttons and reveals the current status of the table.

[Browsing]

Browsing allows the searching, viewing and refreshing of all datasets in the open dialog box. The application prevents the changing of any record while in the browsing mode.

[Editing]


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Editing allows the changing of data in the fields of the current record in the table.

[Inserting]

Inserting allows the adding of a new record in the table.


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Overview

The database is designed to assist in the day-to-day operation of the lot. It can keep a record of each cardholder, the license plate registration number of all the vehicles they use (can record more than one per card holder) and void cards automatically when expiring.

Voids all cards not recorded in the database

Everyday the Card Manager can check the valid table and void all cards missing from the card manager table.

All operational type cards in use must have an account in the database. For cards with encoded access prohibitions it is not necessary to check the auto expire field in the card table.

Encoded cards override the table

Cards encoded with an expiring value, use or date will still become inoperable from the information on the card. The information stored in the database for these cards is always overridden by the information written to the magnetic stripe.

Issue cards to an account

It is possible to issue a card only to an account number that already exists. The Card Manager allows for the creation of an account for each card or one account for many cards.

Creating account numbers

The account number field is a 16-character text field, this means the account number can include text, numeric and symbols. The Card Manager prohibits duplicate numbers. Account numbers can be as diverse as “Mthly - $100”, “A19-12345” or 00001. The text sort feature of the Card Manager seeks the leading character first. To use numerical account numbers set them up with leading 0’s (make 1 as 00001). Otherwise, the account number search will find the leading 1’s before searching for leading 2’s (1, 10..19, 100..199 and so on then 2).

What other details are required?

To issue a card the Card Manager must have a unique card and existing account number, the choice of the type and detail of information entered to the other fields is at the discretion of the operator.


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Entering the cardholders’ name, telephone numbers and vehicle details can help in managing the lot. Entering the credit card number and expiry date is used by Daily Usage Cards.

DataPark’s card access and Card Manager require values in some fields. The Card Manager automatically generates default values for these fields.

Last Due Date = current date (date of issue for the card)

Expire Date = current date + 1 month (expiry date)

Issue = 1 (keep a record of replacements)

Valid = valid (permits card use in the lot)

Time Zone = 0 (the time restrictions on the card)

Access Level = 0 (the reader restrictions to the card)

VIP = no VIP (shows if the card is programmed as access level 32)

Recording License Plate details

The Card Manager has a separate table (vehicles), for recording vehicles associated with a particular card. The number of vehicles associated with a card is unlimited.

Making notes

The account and card tables have a notes page. Use this page to keep notes on the account or card holder, such as the date and number of a lost or damaged cards etc.


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Adjusting Card Manager Properties

General Properties

Card Manager File menu contains Properties option in order to adjust the following features.

Main form dimmed when inactive

Use this check box to change the appearance of the main form when inactive.

Ask on exit

When selected this option displays a confirming dialog box on exiting the application.

Monthly Direct Credit Card Billing

Enables automatic charging of all accounts for which “Direct Monthly Billing” is selected from Accounts dialog.

Activate Invoice Module

Activates advanced invoicing feature to be used in order to prevent making payments

without invoices before that. Using this feature adds new options to the

Accounts Balance page – “Invoice” and “Automatic Void” check boxes, “Void When Balance Exceeds” edit box.

Advanced Invoicing

Use this feature together with “Activate Invoice Module”. Select “Invoice” check box in Accounts Balance page in order to make invoicing in advance. Enter in “Days in Advance “ field the number of days to make automatic invoicing before the card expiration date occurs.


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Log In Automatically

Enter the user name and password to prevent displaying the Log In dialog box when running the Card Manager application.

Make Archive on Start up

It is recommended to select this feature to make a back up of the database files in C:\DATAPARK\CARDMNG\BACKUP folder every time the Card Manager application is started.

Make Archive Every Night at 12

It is recommended to select this feature to make an archive of the database files in C:\DATAPARK\CARDMNG\ARCHIVE folder every night at 12 o’clock.

Post Payment by Usage Grace Period

In this field is being defined the grace period during which the card is still valid while still not paid. By default the value of this field is 10.

Company Properties

Enter the company details in “Company Properties” page of the “Properties” dialog. These details will be used when reports are generated. This feature is optional.


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Locations

Enter in this page all locations for which the Card Manager application maintains accounts and cards using the “New Location” button. Once a location is created and associated with the cards it can only be renamed with “Edit Name” button. Only one location can be set as default to be used by Card Manager when creating cards in case the operator does not select another location from the list.

Default and active locations could not be deleted.


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Update Card Range feature

Use this feature from the Actions menu to update the Time Zone, Access Level, Charge Code, Auto Expire option, Expiry Date and Location for a range of existing cards.

Set Time Zone and/or Access Level

Use “Modify Zones” feature from the Actions menu to set the Time Zone and/or Access Level. Time zones and access levels can be edited for all cards belonging to a selected location – use “Edit By Location” page in this case. They can also be edited for a range of existing cards in “Edit By Card Range” page of the shown dialog box.


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Editing and Creating Charge Codes

Run “Charge Types” dialog from the Charges item in the Actions menu. Different charge codes can be created and edited with fixed billing period and amount to charge.

Create a new charge code using the Insert Record button from the toolbar in browsing mode. Fill the needed details in the right part of the Charge Types dialog – Description, Amount to Charge, Billing Period. The

charge code number is entered by default.

If a tax will be applied to the amount to charge use the “Tax” field to fill the percent value to be calculated. Select the “Tax is inclusive” check box in order the amount to include the calculated tax. Otherwise the calculated tax will be added to the amount.

Use fields “Inc. Date” and “Inc. Amount” to assign the date and the amount to be charged if changes are needed in the future. On this date using “Update Prices “ button apply the new amount to the charge code and the incremented date and old amount will be recorded in the fields “Prev Inc. Date” and “Prev. Amount”.

Existing charge codes can be edited using the Edit Record button. Use Delete Record button to delete a selected charge code. Active and default charge codes cannot be deleted. Only one charge code is set to be default when creating or editing it.


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Adding and Editing Accounts

To add an account open the Accounts item from the Actions menu or the Accounts button from the toolbar of the main Card Manager window.

Select to insert a record. Enter the account number. The account number must be a unique number. The field will accept up to 16 characters allowing the use of social security, credit card, employee and most accounts receivable system account numbers.

Remember to use leading 0’s for a purely numeric system. Use the mouse or [Tab] key to move to the Account name. This field can be blank, or use it for billing information and different card type accounts. Entering the first and last name in the personal data folder sets up a card holder name default. When issuing a new card to this account, this name automatically appears as the card holder.

Balance Page

If “Activate Invoice Module” feature from the Properties dialog box is not activated the Balance page of the Accounts dialog will contain only “Direct Monthly Billing” check box. Use this feature only if “Monthly Direct Credit Card Billing” option is activated in the Properties dialog. Such accounts will automatically be charged the amount due on the expiry date of the valid account cards.

If “Activate Invoice Module” feature is selected additional features appear – “Invoice” and “Automatic Void” check boxes and “Void When Balance Exeeds” edit box.

In case the account is of type Post/Usage in the Balance page appears the button ‘Load’ that is used for loading unofficially a definite sum of money to the account. The system works properly even if the Account Balance is not loaded with money. This sum is transferred to the Account Balance when an invoice is made.


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Select “Invoice” check box to enable automatic invoicing feature. Invoices will be made the entered days in advance from “Advance Invoicing” group box in the “General” page of “Properties” dialog box.

Enable “Automatic void” check box for the expiring cards of the account to be automatically voided. Enter the limit balance amount in “Void when Balance Exceeds” field. When the balance exceeds the entered amount cards will be voided.

In the section Cards on this Account are listed all the cards belonging to this account. When double clicked on one of the cards is shown the Cards dialog containing the detailed information for the chosen card. If the brief card information for a card in this section in the accounts dialog is displayed in red color means that this card has been automatically voided as result of the automatic functions execution.

Manually Making Invoices

Use this feature for accounts that do not use automatic invoicing. Select “Make Invoice” button to display “Issue Invoice” dialog window.


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Select the card to be invoiced and use the “Select Charge” button to choose the appropriate charge code. The charge code details will appear in

“Description“, “Amount per Card” and “Billing Period” fields.

Only “Amount per Card” field can be edited.

Enter the invoice period date range in “Date Range” group

box. Select “Invoices” button to view all invoices made.

Push “Invoice & Close” button to apply invoicing.

Note: If the account cards have different charge codes assigned make invoices separately for each card.

The button

“Other style>>” switches to the alternative window where the cards are sorted by charge code types with the total amount due for each charge code, number of cards with one and the same charge code and the cards themselves separated with commas.


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Billing

The Card Manager can process receipts by card or by account. To process a

payment select the button while in the [Browsing] mode of the cards or account dialog box.

This button is found in the Balance page of the accounts and Billing page of the cards dialogs box.

The account and card payment dialog box is the same as this one.

A payment can be issued for the selected card invoices. The total amount to be paid is shown in “Cons. Paym.” Field. Enter the same amount in “Paid Amt” field.

Use “Amount for Current Invoice” feature to change the amount value of the invoice that the

cursor points to.

Payment method can be selected from the “Pay Method” group box. By default “Extend Cards’ expire Date” check box is enabled to extend the card expiration date associated with the charge code billing period. Process the

payment by selecting an invoice, payment method and selecting the

button.

It is possible to make a note about a card payment. This feature is optional.

“Show Statement”, “Invoices” and “Payments” buttons display the current account balance statement, invoices and payments made.


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General description of making invoices and payments

1. Advance Invoice Module disabled

a) Make payment

b) Select one or more cards

c) Select "Change Due Date" from the context menu that appears with the right button click as it is shown on the picture.

d) Select the required future payment period due date and accept


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In case there is a need of changing the amount due for the future period, from the context menu should be selected the item Change amount.

e) Check the cards that will be paid

f) The Automatic Function cares for setting valid the card(s) when the future becomes now. Tasks of the automatic function:

1) Checks at midnight for payments that are made for a future period of time

2) Skips the refunds in the payments

3) Not to skip refunded payments

4) If the current date is in the range of the future period the corresponding card is set valid & activated resync if not already validated.

g) AutoExpire must be periodically run to void expired cards

2. Advance Invoice Module enabled

a) Make Invoice

b) Select one or more cards

c) Adjust From and To date range

d) If From and To date range is beyond the cards Expire date including its billing period, it means that there is a future period specified

e) If a future period is specified the card's expire date is not extended even if "Extend Card's expire date" is checked!

f) Make Payment

g) Make payment for the invoice


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h) The Payment is made for the same invoice date range - if the invoice is for a future period of time, the payment is also for the future

i) The automatic function cares for setting valid the card(s) when the future becomes now. It has the following functionalities:

1) Checks at midnight for payments that are made for a future period

2) Skips refunds in payments

3) Not to skip refunded payments

4) If the current date is in the range of the future period the corresponding card is set valid & resync is made if not already validated

j) AutoExpire must be periodically run to void expired cards

Personal Data Details

Enter a single customer name and other personal details in the “Detail” page of the Accounts dialog. Whenever the Card Manager issues a card to this account it will automatically use this first and last name as the default to the card holder name.

Store home and billing addresses, phone and fax numbers here.

When the Account Type is defined as multiple the user is allowed to create many cards to this account, but if Individual is chosen this means that

there could be only one card assigned to this account.


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Credit Card Details

Store customers’ credit card number and expiration date here.

Modification Information

Select and move through the additional folders “Modification” and “Notes” to view details of last modification made and any notes pertaining to the account for later referencing.

Save the information by selecting the

or buttons.

We recommend the use of the status bar button. Using this button keeps the accounts dialog box open.


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Editing or Adding a New Card from the Accounts Dialog

It is possible to add the cards issued to a new account during the add account session.

Cards dialog box can be displayed selecting the “Cards” item from the Actions menu, the toolbar buttons of the Card Manager main window or the buttons in the Accounts dialog box.

Select the “New Card” button. This opens the card dialog box. A confirmation message appears whether the operator wants to keep the account personal details in the new card. The account number is automatically allocated into the account number field.

Enter a unique (not issued) card number. Then make any changes to the card defaults and allocate a stall (space) number if needed.


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Card Info Folder

Use “Card Info” page of Cards dialog to enter or edit main card features.

The “Expire Date” field can be edited only when creating a new card. “From Date” field displays the beginning of the card validity period.

“Auto Expire” means the card will automatically

expire on the date shown in the “Expire Date” field. Use “Extend Expiry Date” button if available to extend the card expiry date one month ahead.

Selecting “Resync” check box allows the pass back status to be ignored only once if card pass back violation occurs. Card status Inlot or Outlot can be changed using the “Change” button.

When being in Editing or Inserting mode “Time Zone”, “Access “Level”, “Nesting Access Level” and “Location” can also be edited.

The information entered in “Message” and “Stall” fields is optional.

Billing

“Billing” page displays and allows editing information about the invoicing, card type and charge code used.

To process a payment

select the button while in the [Browsing] mode of the cards or account dialog box.


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Card Types

Monthly

The usage period for these cards could be one or more months depending on the selected charge code. Even if the charge period is one month, every time a payment is made at the end of the charge period the card expiry date is extended with one charge period automatically, of course it is true if the check box Extend Cards’ Expiry date in the Issue payment dialog is checked (by default it is checked). The billing amount is a definite sum defined for each charge code. Once created and of course paid the card could be used unlimitedly during the charge period. In fact, when created the card is not valid and its status changes to Valid when a payment is made.

Barcode Monthly

The details and types of these cards refer to the Monthly type with the difference that they are recognized by the system through a Barcode reader.

Service

Usually used by employees of the garage or technicians. Its charge amount is 0$.

Cards that are served by CBU

Daily card At the time of its creation it is associated with a definite rate according to which it is charged. On every entry/exit the card is charged by the CreditWorker using the Credit Card associated with the Account of the card. In case there is no Credit Card specified in the Account the process of charging is aborted. The Invoice is issued before sending the data to CreditWorker. When CreditWorker succeeds in charging then is issued a Payment & thrown a FEE tr to DPB to CBU's main lane#. The tr# is taken from a unique InvoiceID when CreditWorker fails due to Bank rejection and all the cards belonging to this account are voided. If the failure of CreditWorker is due to a technical reason then the information for the processing of this card is written only in the log files.

Usage card When created there is a number defined in the card details indicating its usage number, i.e. how many times could enter/exit the garage until it gets not usable. On every entry/exit Usage counter is decreased until it is zeroed and voided.

Debit card


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It has a definite rate associated with it, according to which it is charged every time. On every entry/exit is issued an invoice and is performed account balance check. If the account balance exceeds the deactivate limit (the value in the field Void when Balance Exceeds, that appears in the dialog if in the properties are checked Activate Invoice Module and Advance Invoicing ), which is probable only if the “Automatic void" is checked for the account, all the cards from that account are voided without concerning the type. The Fee tr# that is issued when is made payment is send to DPB with a unique InvoiceID on CBU's main lane#.

ChargeOnEntry On every entry of the card is issued an invoice with the charge amount for the card. It is charged only when entering the garage without considering the car stay time.

Post\Usage PostUsage is a card type that is used during the selected charge period

without being previously paid. When created the card has a definite rate, charge code and is set valid for one charge period. It is processed by CBU. Every time a card of this type enters the garage, CBU sends Fee transactions to lane 61(this number is being set by default both for CardManager and CBU). The values of the charges are set according to the daily rate, depending on the car stay time. The payments for PostUsage cards are made at the end of the charge period.

In order to extend the expiry date of the card a payment must be made. When this payment is made CardManager sends also Fee transactions to lane 63 for the whole period of usage. The option Autoexpire is enabled only for the PostUsage card type.

When is activated the option Make Invoice for Accounts with PostUsage cards, the amount is gathered from the Fee transactions of CBU. After the invoice is issued, from the table “AccountLoad.DB” the loaded amounts of money for that account are erased. It is important to notice that accounts containing PostUsage cards could have no other type. This is made to ease the payment process.

Making payment for Accounts with PostUsage cards, invokes automatically the Advanced Invoice Module even if it is not activated from the Properties. CBU does not modify Account’s balance when a PostUsage card is processed.

The report that lists all the payments for PostUsage cards is “Monthly/Usage Bill”. There is a special table “Usage.DB” created especially for its purpose.

Park/Credit cards


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They use a special discount. For each card is defined a Credit Card number, in fact on their own they are a Credit Card type issued from a bank. For the charge process is always taken into consideration the Credit Card number specified in the Card dialog and not in the accounts one.

Personal Data

The first and the last name by default from the account table.

If the card holder is someone other than the contact name, change the names in these fields.

The VIP field is reserved for cards with a special access.

Vehicles

Use this section only after entering all other card information.

After entering the card information to continue entering vehicle information or to add another card to this account select the “Save & Close” button.

Selecting the “New Car” button in the vehicles folder causes the following message to appear before saving the card information:


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Selecting the “Yes” button saves the card information and opens the editing mode of the vehicle database dialog box. Selecting the “No” button returns to the cards editing mode.


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Adding Vehicle Information to a Card Account

Selecting the button “New Car” opens the editing mode for the vehicles database dialog box.

Enter the vehicle information, after entering the details of the first vehicle to input another select the

button, otherwise select the “Save & Close” button. This closes the vehicle folder and opens the cards dialog box in browsing mode.

Transfer Page

The Transfer page now has a “Card Replacement Info” section. This section shows the old card number and the date of replacement.

If the current card should be replaced press the “Replace Current Card” button and enter the new number in the “Card Number” field of Cards dialog.

The previous card number is now shown in the “Old Card #” field and the date of replacement - in “Replaced Date” field. Then the “Issue” value will be incremented. If the replacement should be edited select the “Edit Replacement” button that causes the following dialog box to open:


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Enter the mistaken card number and the card number to be voided.

Card numbers of the previous replacement are entered by default.

Log page

The Log page shows a temporary table for displaying the interrogation results.

After selecting one of the choices in “Logs” button the card manager historically checks the daily transaction files and card manager log table for anything relating to the card number and displays the results. Selecting “View Report” in logs list opens the Usage Report for the given card for the number of days selected.

Use this section to make notes in relation to the card.


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Adding more cards to the same account

To add additional cards to the same account select the button.

Adding more accounts

Select the button to return to the browsing mode of the account

database dialog box. Select the button to add another account.

Add a new card to an existing account

Find an existing account by using the button and then select the

button.

Searching

Use the button to find accounts or cards. When in the accounts dialog box this opens the quick account find dialog box.


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Select search criteria of account name, last name (personal) and account number. The database will be sorted by the chosen category.

Type the details to find, as each character appears the search window moves to and displays the nearest possible choice within the database.

If the cursor is on the correct record select the “Select” button to close the search box and display the record.

Pointing at a field and double clicking the mouse button will do the same action.

When in the cards dialog box the Quick Card Find dialog box opens. It sorts by card number, account or card holder last name. This box finds a card the same way as finding an account.


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Searching for a License number

To find a card holder from the licence plate number or sticker number follows this simple procedure.

• Open the cards dialog box.

• Select the vehicles folder.

• Select the “Find Vehicle” button.

• Enter the licence plate number or sticker number to search and when found select the “Select” button.

Viewing card details from accounts

The accounts dialog box has Cards on this account window listing all cards issued to the account.

To view or edit a card through the cards dialog box select the “More Info…” button.


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Editing

Selecting the button places the accounts, cards or vehicles dataset into the [Editing] mode. Card manager allows the editing of any accessible field within the database. Except that it will not allow the account number to change to an existing number or the card number to change at all.

Field values do not change? Make sure the status bar is in [Editing] mode!

Changing Inlot, Outlot Status

The Card Manager will change a card’s lot status to its opposite setting by

locating the card in the cards dialog box and selecting the button.

Deleting

Deleting

Selecting the button will delete the current record of the accounts, cards or vehicles table.

This prompt appears before allowing the deletion of the card or account.

Do not delete an account with links to a card or cards.

Card Manager voids any card not in the cards table. We recommend that after voiding a damaged, lost or stolen card it is deleted and a note of the number and date be made in the replacement card or account note field.

This will prevent the inadvertent validation of a lost card.


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Reports

All reports available in the Card Manager open in the print preview format. This enables the operator to view the details and format of the report before printing. It is also a valuable tool for making investigations into accounts and card holders. The operator can bring the report to the screen to note a card or account number without having to send the information to the printer.

Selecting the pages to print

Selecting the print button, print the complete document.

To select only one or a range of pages select the printer setup button choose pages and enter the page range then select the “OK” button.

Select the print button to print the report.

Saving and loading

The report generator used in the cards manager permits the saving of files in text (txt) or quick report (qpr) format. It is possible to import text files into other database, spreadsheet and word processing applications. Quick report files.

The report generator is unable to save as text some of the reports. At the moment the report generator saves as text the result of accounts by account number or name, cards by expiration and payment file requests.

The report generator saves as quick report files all the available reports.

The tool bar within the report generator allows the operator to change the view size, navigate through the report, setup the printer, print, save and load.


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Generic Reports

Creates generic reports by Accounts, Cards, Expiration /Zip codes, Expiring credit cards /Charge daily, Payments or Logs (user changes by date).

Accounts

This runs the “Accounts and Cards” report which shows the card holder details of an account or range of accounts in account number order or in account name order (selected from the “Show By” section).

Enter the text range of account numbers in “Account Number Between” section,

the default for all is 1 to Z and then select to display the results.

Select how to sort the accounts (by number or by name) in the “Sort By” section and how to sort account cards in the “Sort Cards By” section. Accounts could be filtered also by type multiple or individual.

“Preview” and “Close” buttons has the same functions for all kinds of reports.


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Cards

This runs the Cards Report, which shows card details of valid cards, void cards or both.

Check the necessary characteristics to show the cards or if select the “All” button to show all cards available.


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Sort by

In the “Sort By” page the user is allowed to select in what order to view the cards.


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Card Holder

Displays the cards within the selected Card and Date Range.


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Usage by Account

Cards are selected from the defined accounts for selected lanes during a given date range according to their status in the system, i.e. accepted, rejected and written by an encoder.


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Expiration / Zip

This runs Zip Codes Summary or Cards By Expiration Date reports.

Expiration date report shows the card and expiration date details in the expiration date order.

Enter the expiration date range to search in the “Expiration report properties” section that is permitted only if “Expiration” radio button is chosen in “Choose Report“ section.


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Expiring Credit Cards

This runs Credit Cards by Expiration Date or Charge Daily report. Reports whether expiring credit cards are available before the date selected when using “Expiring Credit Cards” page. Gives accounts, customer and credit card information.


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Charge Daily

Running Charge Daily report shows information for Daily Usage cards found in the transaction files.

In the given date range fields a period of exiting time should be specified. If no account or credit card type is specified the information for all such cards is shown.

Example of the Charge Daily report preview


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Payments

This runs reports that contain information concerning the payment process.

Use “Daily Balance” page to report payments processed in the selected date range in detailed or consolidated view.

By default current date is shown in the date range fields.

Selecting the “Preview” button runs the Daily Balances report viewing all the card payments

and payment details sorted in the card number order.


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Payment Summary

Payment Summary report is run from “Payment Summary” page.

Select the button to open “Quick Account Find” dialog and search for a definite account.

As a result payment details for the selected account number and date range are reported.

If no account number is specified in the “Select Account Number” field an error message occurs when selecting the “Preview” button:

You should select an account by pressing the button shown at the right. After selecting a definite account the result is listed in the report preview.


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Payment Breakdown

Select “Payment Breakdown” page to adjust the necessary characteristics to run Payment Breakdown report.

By default the report period start date is set to 1 January of the current year.

As a result payment details for every card for a period of one year by months are reported.


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Statement

This report displays all the statements for an account from within a selected period that is defined in the Date Range section. By default in the field Select Account Number is displayed All MDCC Accounts, which means that the report will contain information about all the accounts that have the option Monthly Direct Credit Card Billing. When this option is chosen for an account the

payment at the end of the month is made directly using the Credit Card assigned to the account.


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By Cards

The information displayed is about the payment for the cards that are in the defined Card range for a definite period of time. This report allows the cards to be sifted out by Charge Code that is possible by selecting one or more from the displayed charge codes in the section Charge Code Filter and pressing the add button the selection criteria is complete.


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Aged Debtors

This report displays the money that the owner of the account owes to the parking office for a previous period of time. For the last three months the debts are placed in separate columns, but all the other are gathered in just one called Older. This report is generated for all the accounts.


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Monthly Card

Displayed are the payments for the monthly cards that are sifted out by issue date and transaction range. Additionally they could be shown sorted either by Account Number, Transaction Number or Payment Date.


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Monthly/Usage Bill

The information listed in it gives an overall view of the invoicing and payment processes. In fact, it displays the Total Amount, the Current Account Balance, the money loaded in the Account Balance and the Account Balance that is expected to be up to that moment. For loading this report the system searches only for Fee transactions on the CBU PostUsage Lane #,

which is by default 61.

Sample of the Monthly/Usage Bill Report


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Detailed Tr

This report is designed in proof of the payment process. It must be ready for use in case the client wants to be sure that the payment has been done indeed. All the devices in the system communicate using transactions, so the only way to make it sure is to show the exact transaction number of the payment process. This is a requirement of the ordinance

institution.

The default lane number is 63 and it is the lane number to which are sent the transactions generated by the CardManager and CBU.

The number of the transaction needed could be found in the Monthly Card report where exists a column containing the transaction numbers of the payments listed.


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SFIA Reports

These two reports are designed especially for the San Francisco International Airport location and respectively their design is specially ordered by the owners there. In order to view this reports page in the general section of the Cardmng.ini file that is situated in the Datapark\Cardmng folder must exist a key sfo=1.

Invoice

The dialog is quite simple and requires at first just to press the button Choose. As result is shown a new window from which should be selected the needed invoice from the ones listed in it. This window contains all the invoices for all the accounts.


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Sample of the Invoice report for San Francisco Airport


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Parking Permits

Displays all the invoices in details made on the date specified in the report dialog.

Sample of the Parking Permits report


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Logs

The log report is a date range report that shows all significant changes to the card manager. It shows the date, time, card number, change, previous status before change and the operator making the change.

The changes looked for are cards made valid, invalid, in lot or out lot and cards with changes to the expiry date, auto expire, time zone or access level tables.


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Events

Lists either all the events that occur in the system or only the DPShell ones for a definite period of time specified additionally in the Date Range section. Both possibilities are alternatively selectable in the report dialog shown beside.


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Using Refresh

The Card Manager uses information stored within the background of the DataPark software. The Card Manager reads and displays from the background current void/valid, inlot / outlot status, time zone and access level setting information.

The Card Manager automatically refreshes when moving from one dialog box to another or when generating reports. Use the refresh button to ensure the information on display is current.

Refreshing Networks

Refresh also checks for network edits to an account or card currently in view.

The refresh button appears as or in every major dialog box.

Shortcut keys

The Card Manager provides the following shortcut keys from within the browsing or editing modes of a account, card and vehicle dialog box.

CTRL+F4 From the [Browsing] mode edits a record.

CTRL+F7 From the [Browsing] mode deletes a record.

F2 From the [Editing] mode saves changes to a record.

F4 From the [Browsing] mode creates a new record.

F5 From the [Browsing] mode refresh the dataset.

F6 From the [Editing] mode do not save changes to a record.


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Affiliated Applications

Synchronizing the Valid Table

Synchronizing the valid table is an application that matches the card numbers in the card manager cards table to the valid card table.

Simply stated the “Synchro.exe” application compares the card numbers in the valid table to the card numbers in the card manager and voids all unmatched cards.

“Synchro.exe” is an application which can run manually from a desktop shortcut or through DataPark’s Automatic functions.

Using Auto Expire

“AutoExp.exe” is an application that checks the “To Date” of cards with a tick in the Auto Expire box.

When run if the application voids any card found with a “To date” that is earlier than the current date.

“AutoExp.exe” is an application that can run manually from a desktop shortcut or through DataPark’s Automatic functions.

Automatic Function commands

The following are the commands required for to run the applications through automatic functions.

To synchronize the valid table use: c:\datapark\cardmng\ synchro.exe

To void expired date cards use: c:\datapark\cardmng\autoexp.exe

datapark card manager – users guide

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