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Introduction:
This document provides instructions for setting up the custom configuration which allows the end-of-month bonus discount calculation to include sales information from multiple sites.
Procedure:
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Edit Custom Configuration and press enter.
- 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 exactly as shown in the diagram below.
- Press Escape to save the data.
Note: At least two sites (one sending and one receiving) will need to be setup. Both sites will need to use the same account numbers for accounts whose eligible sales amounts you want to combine.
Both the sending and receiving sites should have this configuration enabled with appropriate identifying names in the Character Setting.
- Type "E" to exit the form.
Sending Site:
The sending site will need the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration exactly as shown in the following diagram.
- Press Escape to save the data.
- Type "E" to exit the form.
Receiving Site:
The receiving site will need the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration exactly as shown in the following diagram.
- Press Escape to save the data.
- Type "E" to exit the form.
Setup volume discounts for accounts as applicable on the receiving site.
Type 3 - Editor Utilities and press enter.
Type 1 - Customer Database Editor and press enter.
Type 11 - Add/Edit Volume Discounts and press enter.
- Enter the applicable dollar limits and rates.
- Press Enter past all the fields.
A confirmation message will be displayed. Are all the entries correct (Y/N)?
- Type "Y" to confirm.
- Type "N" to return to the form.
