Instructions for Using ProMiles Full Version with DB Software
Advantages to using the full version:
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Auditors used to the full version do not have to learn the internal DB Software system.
This process is easier to use.
ProMiles GPS trip processing is available.
The full version processing is quicker.
Trips can be stored in ProMiles and used in the future.
Advantages to using the DB Software Trip Survey system:
1.
2.
3.
4.
The system is easy to use.
The system is quicker than any external system.
Using the DB Software Trip Survey system gives the auditor many automatic reports.
Using the DB Software Trip Survey system gives the auditor many other methods of analysis.
These features and advantages will be noted during the following training methodology.
Trip Survey Steps
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Open DB Software, select the taxpayer and go to Trips.
Open ProMiles and enter your trip and run it.
Minimize ProMiles to view DB Software.
Click on New and enter the trip survey (minimum information is required).
Maximize ProMiles and click on “Edit” – “Copy to ASCII”.
Return to DB Software and click on “ProMiles Full Version”
Click on “Keep Reported” or “Replace Reported”.
You will be sent to the Trip Details screen where you can enter the reported values; the audited
have been entered for you.
After you have learned this process, it will feel very quick, accurate, and you will not have to refer to the
above notes.
On the following pages is the complete process with explanations and screen prints to guide you
through the process until you are comfortable.
Contents
DB Software Trip Survey Entry ...................................................................................................................... 4
ProMiles Trip Entry ....................................................................................................................................... 5
DB Software – Click on “ProMiles Full Version”............................................................................................ 7
DB Software Select Detail Update Method .................................................................................................. 8
DB Software – Update Reported Miles ......................................................................................................... 9
Trip Survey After Posting Details ................................................................................................................ 10
Trip Survey Reports ..................................................................................................................................... 12
Updating Audited Miles .............................................................................................................................. 14
Trip Survey Processing
DB Software Trip Survey Entry
The first time you click on “New” the screen will be blank. You can fill in the minimum information as
shown above or you can enter more. After you click on “Save”, the next time you use “New” some of
the information will be there for you. You can change it if you need. You could enter several trips and
then go to each and process ProMiles or do it after each save. Do not click on “ProMiles Full Version”
button until after you have run the trip in ProMiles.
ProMiles Trip Entry
Run the trip in ProMiles.
When you are ready to post the trip into DB Software, do the above. Click on “Edit” and then “Copy to
ASCII. Reduce ProMiles so you can see DB Software.
DB Software – Click on “ProMiles Full Version”
After reducing ProMiles, click on “ProMiles Full Version”. If you have run this trip before, you will get
the above message. Usually you will click on “Yes”. Perhaps you have run the trip before and have just
changed some trip points in ProMiles, then you can click on “No”. However, you still would most likely
only do this if you had entered many reported values. As you see on the next screen, you can elect to
retain these reported values.
DB Software Select Detail Update Method
You can review the trip information and select how you want to update. MOST of the time you will be
using “Replace Reported”. As you see in the next screen, you are taken to the Trip Detail screen where
you can enter the reported jurisdiction information.
DB Software – Update Reported Miles
This is the last step. You can see more information in the Trip Survey screen as demonstrated below.
Trip Survey after Posting Details
You now will see “Trip Point”, “Route Details”, Notes, and Pt Summ. (Point Summary). The notes are for
your use. They do not print on any reports. The checkbox you see above – “Print Route Detail” is rarely
used. It allows you to print all the trip route detail on the Trip Survey Report if checked. The reports are
shown later – one with the box not checked and one with it checked. Checking the box will cause the
report to be very long.
Trip Survey Reports
This is summary information for the trip. This does not have the “Print Route Detail” box checked.
Above is the second report that runs automatically.
This is trip report with the “Print Route Detail” box checked.
Updating Audited Miles
After you have entered your reported information as above for your sample, you go to the screen
below.
1. Click on “Refresh from Trip Surveys” button. You will see the samples totaled by jurisdiction
with total reported miles and total audited miles. The error factors are computed. You can
select various samples, if there are several. Click on the “Apply?” word and all the check boxes
will become checked.
Click on “Update Combined Sample Periods” and SP 1000 is computed. These are what are posted. So
review the numbers and check the Report Periods you want to process. Click on “Transfer Error Factor
to Audited Factor”. See below.
The posted error factors are shown above. This saves you from entering sample numbers using the
Isolated Adj. column. You then can use the Isolated Adj. column for special items.
The process is complete.
If you have any questions, contact:
David Reynolds
DB Software
919.598.0817
919.598.0952 FAX
[email protected]