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Table of Contents (on this page)
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Introduction
This document provides instructions for setting up the custom configuration, which allows the end-of-month bonus discount calculation to include sales information from multiple sites.
Procedure
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 6 – Configuration Editor and press enterEnter.
TypeSelect Option 6 – Edit Custom Configuration and press
enterEnter.
- Press Q “Q” to Query.
Ensure that the table below exists. If the table does not exist:
- Type A to add Press “A” - Add a new record.
- Enter all the information exactly , as shown in the diagram below.
- Press Escape, to save the data.
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At least two sites (one sending and one receiving) |
need to be setup. Both sites |
need to use the same account numbers for accounts whose eligible sales amounts you want to combine. |
Both the sending and receiving sites should have this configuration enabled with appropriate identifying names in the Character Setting.
- Type Press "E" to exit the form.
Sending Site:
The sending site will need needs the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration exactly precisely, as shown in the following diagram.
- Press Escape, to save the data.
- Type Press "E" to exit the form.
Receiving Site:
The receiving site will need needs the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration exactly precisely, as shown in the following diagram.
- Press Escape, to save the data.
- Type Press "E" to exit the form.
Volume Discounts
Set up volume discounts for accounts, as applicable on at the receiving site.
Type- Select Option 3 - Editor Utilities and press
- Enter.
- Select Option 1 - Customer Database Editor and press
- Enter.
- Select Option 11 - Add/Edit Volume Discounts and press
- Enter.
- Enter the applicable dollar limits and rates.
- Press Enter past all the fields.
A confirmation message will be is displayed. Are all the entries correct (Y/N)?
- Type "Y" Press “Y” to confirm the entry.
- Type "N" Press “N” to return to the form.
To view and download these instructions as a PDF file, click on the following document image.
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