PROTEXT OFFICE by Piper
Reprinted with permission from:
     The ST CLUB Newsletter
     9 Sutton Place
     49 Stoney St.
     Nottingham
   When Arnor brought out Protext,  they also announced that they 
would  be giving it full support and introducing other   programs  
to interface with it. Surprise, surprise! They actually have. The 
first   two   in the promised series are Protext  Filer  and  its 
larger  sibling  Protext  Office.   Filer is  a  data  management 
system, with which you can make records, sort them into order and 
search  through  them  to  select  items  according  to   certain 
criteria, basically a simple data base. Office includes the Filer 
program  and  also  has  the  option to  write  invoices,  credit 
notes and statements,  doing discount and VAT calculations as  it 
goes.
    Protext,  as if you didn't  know,   is  a command-based  word 
processor,  meaning that it doesn't use GEM,  and  if  you   want  
something,   you  have to ask for it politely by name instead  of 
just   rudely  pointing  to  a menu item.  The list  of  commands 
that  are  available  are  impressive   and  include  conditional 
clauses  for  mail-merge  operations,  repeat  until  loops  etc.  
Office  is basically a collection of these commands  linked  with 
explanatory  prompts  to guide you through the on-screen action.
   The first thing to realize is  that  it's  not  a  stand-alone 
program:  If  you  haven't got Protext,  you can't  use   Protext  
Office.  It's called from within the word processor as an EXECUTE 
file,  meaning   that Protext acts on any commands it might  find 
instead of just  displaying  everything  on screen.  Once loaded, 
data file management is your  first  option,   courtesy  of   the  
Filer section of the Office program.
   Filer allows you to set up  data  files,   which  can  be used 
simply to store information,  listing  your  collection  of  rare  
antique  toilet  brushes,  for instance, or they can be the basis 
of further operations.
    One of these "further  operations"  is  mail   merging.   The 
example  templates  provided show how to  print  address   labels  
with  up  to three addresses side by side, and how to merge names 
and  addresses  into  letters.  Not  incredibly  exciting  stuff, 
admittedly,  but  the  clever bit comes from the  fact  that  the 
addresses you use can already have been  selected  under  various  
criteria (i.e. must live in London, must have telephone etc.) and 
the  merging is only carried out with those records which  fulfil 
these criteria.  The  template files themselves are easily edited 
using Protext.  Files can be printed  to  screen, to see how they 
look, to file for later use, or directly to printer.
    Sorting  can be done either from the Filer menu or  from  the 
desktop, since the FSORT program is not just a subset of  Protext 
commands,  but a runnable piece of code.  If you only have a  520  
(like  me)  then  you  may have to run it outside Protext because 
of memory considerations.   It  is  mainly  configured to be used 
with name/address data, having an option  to  look  at  the  last 
word in a name first so that it can sort by surname,  but it  can 
be used for just about any type of data.
    Once  your  data files are set up,   you  can   use  them  in 
Office.  Office can be selected from the Filer menu  or  directly  
from  Protext  if you don't need the Filer options.
   Again you are presented with  a  list  of  options  to  select 
from,  this time concerning such things as  invoices,  statements  
and  credit notes,  those dull but quite essential  little  items 
which  can  clog  up  a small business' paper work.  With Office, 
generating  an invoice is greatly simplified,  after  an  initial 
piece  of  hard  work  setting  up  the  necessary   information, 
consisting  of such things as a product list,  with the  relevant  
rates  of  VAT  and discounts,  and a customer list, if required. 
Using  this information,   all  you  have  to do is  state  which 
items  any specified customer has bought and Office can  print  a 
complete invoice,  VAT and unit price after discount being worked 
out  automatically.  The invoice is immediately saved to a   file  
using  the  invoice  number  as  a file name (i.e. invoice number 
1002 is saved  as  I1002.POI),  the  default value of the invoice 
number being increased for every  invoice  generated.   A summary 
of the invoice, stating the invoice number and date, the  account 
name and the invoice total, is saved in a summary file, with each  
subsequent   invoice  adding a new line to the list,  so  that  a 
statement of  the  entire  week's or month's transactions can  be 
printed out.
   Also shown in the statement summary are  any credit notes that 
you might have had to send out.  The system  for  making   credit  
notes  is identical to that for invoices,  except that  the  note  
has  a  "This  amount  has been credited to your account" message 
at the end and  is  titled  "Credit Note".  The statement summary 
records it as a negative amount.
    The layout of the invoices,  credit notes  and statements  is 
easily  changed to suit your own needs,  either  by   using   the  
"Edit  Configuration" option,  or by loading the relevant section 
of the  program  into Protext and editing directly.  This  latter 
option  gives  enormous control over exactly what  you  want  the 
program  to  do,  but  it  also leads  to   a   great   deal   of 
disappointment  when  you start to think "But I could  have  done 
that".   Excluding the FSORT program,  only about 80K is taken up 
by Office's 51 files,  27 of which are less than 1K, 17 are under 
100 bytes,  and one is just 3 bytes in length.   Of course, as we 
all know,  size isn't important,  it's what you do with it,   but  
this  approach has led to an enormous time overhead as the system 
constantly  accesses different files on disc instead of having  a 
full program in memory.  If  you  have a hard disc,  or have  the 
space  to  put  the whole thing onto a  RAM   disc,   then   this 
probably  won't be much of a problem,  but it's still  inelegant, 
reminiscent   of  what you'd expect to find in Public  Domain;  I 
had  expected something a  bit better from Arnor considering  the 
quality of Protext.
    Another  disappointment lies in the   manual,   which  seemed 
rather haphazard at times and,  even worse, had no  index.  There  
was   very  little guidance in it to tell you how to  change  the 
program,   rather   than   just the page  layout,  to  suit  your 
business,  so you're left  to  figure  out  for  yourself  how to 
get  rid  of  product  codes  if you  don't  want  to  use  them. 
Presumably,  we're all meant to have read the relevant details in 
the   original  Protext  manual.   But if we had,  why  would  we 
spend our money on Office?
    The final  results  that  you  can  get  from  using   Office  
are   good,  with everything arranged in  neat  columns,  clearly  
identified  and itemised,  names and addresses in all  the  right 
places,  correctly dated and individually numbered.  It can  also 
save time and effort - not having to constantly work out VAT is a 
great relief.  I can't help feeling, however, that  the  price of 
£34.95  is rather high and the implementation is either slow  and  
clumsy if the intention is to provide a professional package,  or 
badly  documented   and   disorganised if it is  meant  to  be  a 
template  on which  to  build  your  own  personalized   program. 
At £25, I'd recommend it. At £35, I'd suggest  you  give  serious 
consideration  to trying to come to grips with  Protext  commands 
yourself and write something which precisely suits your business. 
You'll probably end up having to do so anyway.
   Product: Protext Office
   Supplier: Arnor
   Price: £34.95
   Points for:  End result very good,  saves lots of figure work, 
easily changed.
   Points against: Slowed  down  by  disc  access,  documentation  
not   good for changing program,  program too inflexible  without 
changing, expensive.
   Value for Money: 6
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                        The text of the articles is identical to the originals like they appeared
                        in old ST NEWS issues. Please take into consideration that the author(s)
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