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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction
This document provides instructions for changing a Company code, Branch code, Territory code, or Account code.
Procedure
Log in to the system as user name 'change' with password 'change.' Authorization is required.
The Change menu displays.
Select a number from one of the following options and press Enter.
Create a new change list.
Add to an existing change list.
Print the change list.
Do changes from the change list.
Print saved output from the last change.
A prompt to enter the option for Company, Branch, Territory, or Account displays.
- Enter one of the following options to indicate what needs to be changed. Options for Account, Company, Branch, or Territory are displayed.
c – Company
b – Branch
t – Territory
a – Account
A prompt for the Account number displays.
Enter the applicable Account number.
A prompt to enter the new Company code, Branch code, Territory code, or Account code displays.
Enter the applicable Company code.
To make further changes, follow the on-screen prompts.
To add more changes to an existing change list, select menu option 2.
To print a copy of your changes, select menu option 3.
To process the changes, select menu option 4.
To save the printed output from the last change list, select menu option 5.
Successful changes display on the screen.
If there are any errors, a failure message displays on the screen, as shown in the following example.
To exit the screen, select menu option 6.
Example Scenario
Requirements: Add twenty new Territory codes and a new Company code. Accounts need to be changed, from their existing Company code to a new Company code, and Territory code. Company code T and Territory code A in use in the following example.
Step 1 – Create a Company code.
Select Optifacts menu options 3-1-1
Enter the new Company code and the applicable Company information. Respond to the confirmation message at the bottom of the screen. The information can be the same as an existing Company.
Step 2 – Create a Branch code. Add a Branch code added to associate with the new Company code.
Select Optifacts menu options 3-1-2
Enter the Company code and the new Branch code. Enter the applicable Branch information. Respond to the confirmation shown message at the bottom of the screen. The information can be the same as an existing Branch code.
Step 3 – Select Optifacts menu options 3-1-3. Add a Territory code to associate with the new Company and Branch code.
Enter the new Company and Branch codes. The cursor moves to the Sales Territory code field. Enter the new Territory code and the applicable information. Respond to the confirmation message shown at the bottom of the screen. The data can be the same as an existing Branch code.
The cursor returns to the Territory field. Either continue to add another code or press ESC to exit the screen. Up to 26 Territory codes, from A to Z, can be associated with the new Company code.
Step 4 - Change Menu
Use the 'change' menu credentials to log in to the system.
To create a new change list, select menu option 1.
To change the Company type c and press enter.
To complete the change, type the Account number and press Enter.
To return to the menu type 0 and press Enter.
To add to an existing change list, select menu option 2.
Type t and press Enter to change the Territory,
Type the Account number and press Enter.
Type the Territory code and press Enter.
Type 0 and press Enter to return to the menu.
To print or view the change list, select menu option 3.
- Enter either a lower-case s or p.
A list of changes will print or can be viewed on the screen, depending on the selected option.
To return to the menu, type colon q ':q' and press Enter.
Select menu option 4 - Do changes from the list.
- View results on the screen.
Press Enter to return to the Change menu options.
To confirm the results, return to Optifacts and view the Account.
Select Optifacts menu options 3-1-5
Enter the Company, Branch, and Territory
Type the Account number, the Ship-to code, and press Enter.
The Account number is associated with the new codes, and the existing Ship-to Code remains associated with the Account.
To view and, or download these instructions as a PDF file, click on the following document image.
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