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Introduction
This document provides instructions to allow the Add Transactions routine of the Accounts Receivable system to default the eligible discount amount from the last month-end update for a balance-forward account when a payment is entered that brings the sum of the payments for the current month plus eligible discount to meet the total due for the customer.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 - Configuration Editor
Type 6 - Edit custom configuration
The Custom Configuration Editor will display
- Add the custom configuration exactly as shown in the following diagram.
- Press Escape to save the data.
- Type "E" to exit the form.
Once this configuration is in place, when entering payments through the following menu options
1 - Accts/Receivable
1 - Daily Routines
1 - Add Transactions
The system will then ask you if you’d like to enter the eligible discount amount at the time you enter a payment that puts the paid amount for the month equal or greater than the amount due less the eligible discount amount.
In the example below, the customer owes $150.00 and has a $20.00 eligible discount. At the time the $130.00 payment is entered, the system will ask if you’d like to follow with the $20.00 eligible discount to make it easy to apply the discount amount.
