| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Introduction
This document provides instructions for setting up Sequence Numbers and Segment Assignments.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database and press enter.
The Optifacts Customer Database Editor Displays.
Sequence Numbers
Sequence is used to differentiate types of invoices (Rx, Stock, Instruments).
Type 14 – Edit Sequence Numbers and press enter.
The Statement/Faktura Sequence Number Editor displays
.
- Enter data in all applicable fields.
- Account Number - 6 digit field (right side delimited) Enter 0 (zero) for all.
- Faktura Group - Enter the Group name if applicable.
- Run Type - Enter one of the options available (Rx, Stk, Ins, Con or All).
- Priority - enter the priority number.
- Document Prefix - Enter a prefix if applicable
- Printer Routing Code - Enter the applicable printer routing code.
- Document ID - Document ID (i.e. FAKTURA)
- Sequence ID - Sequence ID to define group of sequence numbers. Often a country code is used.
- Press Escape to save the data.
Segment Numbers
Segment Name displays at order entry for marketing purposes and is related to sales and price group.
- Type 15 – Edit Segment Assignments and press enter.
- Enter all applicable data.
- Account Number - 6 digit field (right side delimited)
- Segment Name - Name of Segment to which the account is assigned
- Sub-segment Name - Name of Sub-Segment (if applicable)
- Sub-Sub-Segment Name - Name of Sub-Sub-Segment (if applicable)
- Press escape to save the data.
