| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||
|---|---|---|---|---|
|
Introduction
This document provides instructions for setting up the “Credit Handling “Handling Fee” custom configuration.
Procedure
Custom Configuration
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Custom Configuration Editor and press enter.
The Custom Configuration Editor 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.
- The Character Setting will be used for the Itemization Category.
- The Float Setting will be used to define the invoice limit.
- Press Escape to save the data.
- Type E to exit.
Customer Database
The handling fee amount is setup in the Customer Database as shown in the example below.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database Editor and press enter.
Type 4 – Add/Edit Account and press enter.
The Customer Database Modifications screen will display.
- Type the Company code and press enter.
- Type the Branch code and press enter.
- Type the Sales Territory code and press enter.
- Type the Account Number and press enter.
- Press enter down to the Handling Fee field.
- Enter the amount and then press enter past the last field on the screen.
If the net dollar amount of the invoice is more than 0.0 and less that the limit defined in the custom configuration option, a handling fee will be added to the total. The handling fee amount is defined by account.
- You will be prompted: Is this data correct (Y/N)?
- Type Y to accept and save the data.
- Type N to return to the form.