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Introduction:

This document provides instructions for setting up the Job Data Trigger to stop jobs that are on CREDIT HOLD.

Procedure:

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 6 – Configuration Editor and press enter.

Type 7 – Job Data Definitions and press enter.

The Prompt Configuration for Miscellaneous Job Related Data screen displays.

  • Press Q to Query.
  • Ensure that the table below exists.

If the table does not exist.

  • Type A to add a new record.
  • Enter all the information as per the example (s) below.
  • Press Escape to save the data.
  • Type E to exit.

Coming soon.....

Entering Jobs/Account on Credit Hold

If an account is on Credit Hold, the data entry operator will see the following message if they try to key in a job.

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Credit Hold Message on Job Recall

If an account is on Credit Hold, the data entry operator will see the following message if they try to recall a job.

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 Credit Hold Message at Verify

If an account is on Credit Hold, the data entry operator will see the following message if they try to verify a job.

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 Credit Hold Message at Mailout

If an account is on Credit Hold, the data entry operator will see the following message if they try to Mailout a job.

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