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Introduction

This document provides instructions for setting up the Custom Configuration to sort the invoices on a statement by date out, time out and then invoice number.

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.

The Custom Configuration Editor displays.

Statement Sort Order by First Name, Last Name or Account Number (without Company, Branch and Territory)

• The following entry would sort on last name without grouping by company, branch and territory. Similarly, if you were to put FIRST NAME it would sort by first name or if you put ACCOUNT NUMBER as the Character Setting, it would sort by account number, but skip the grouping by company, branch and territory. If the configuration is disabled, the statement will print as set up by default.

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Statement Sort Order by Date, Time and Invoice Number

• 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.
  • Press Escape to save the data.

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