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Introduction
This document provides instructions for flagging an account to be placed on Credit Hold as well as how to release the Credit Hold.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database and press enter.
Type 4 – Add/Edit Account and press enter.
The Customer Database Modifications screen displays.
Enter the Company code, Branch code, Sales Territory code, Account Number and press enter.
Press Enter until the cursor is at the Credit Flg field. There are 2 options in this field.
Type C to place an account on credit hold but allow an operator to enter a job.
Or, type Y to place an account on credit hold but will NOT allow an operator to enter a job.
Press enter past all other fields.
Is the data correct (Y/N)?
Type Y if correct or N to edit.
Jobs/Account on Credit Hold using Credit Flag “C”
The following example shows a flag of C to place an account on hold but still allows jobs to be entered. The job will not be allowed to run through verify and will not ship until the hold is released.
If an account is on Credit Hold, the data entry operator will see the following message if they try to key in a job.
If an account is on Credit Hold, the data entry operator will see the following message if they try to recall a job.
Jobs/Account on Credit Hold using Credit Flag “Y”
The following example shows a flag of Y to place an account on hold but will NOT allow jobs to be entered and will not allow jobs to be verified.
Credit Hold Message on Job Entry or Job Recall
If an account is on Credit Hold, the data entry operator will see the following message whether they try to key in or recall a job.
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
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.
Job Data Definitions
The following Job Data Definition must also be set:
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 tables below exist.
If the tables do 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.
Release Credit Hold
The process to release a credit hold on a job is done through the Accounts Receivable menu. This way security can be used to define who can release a credit hold.
From the Optifacts main menu
Type 1 – Accounts Receivable and press enter.
Type 1 – Daily Routines and press enter.
Type 14 – Job on Credit Hold and press enter.
Type S to view on screen or P to print and press enter.
Option 1
Type Y to show all accounts with jobs on hold and press enter.
Type “s” to select an account.
Option 2
Type N to specify an account or range of accounts with jobs on hold and press enter.
Type the beginning and ending account codes pressing Enter past each field.
Sort by Date (N)eeded or Date (I)n and press Enter.
The program will first list all jobs that are on credit hold that we indicated by account or account range.
Press the Space Bar to release the credit hold on the selected job.
An * asterisk will be place on each side of the job to be released from credit hold.
To release all jobs listed on the screen, type the letter “a”.
Press Escape to exit.
Continue with Credit Hold Release of jobs (Y/N)
Type Y to release the jobs.
