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Introduction
This document provides instructions for setting up the process that will enable the ability to block or allow products for specific accounts or groups.
Procedure
Step One: Set up product records
From the Optifacts main menu:
Select Option11 – Retail Transfer and press Enter.
Select Option15 – Editor: Commercial Code Mapping and press Enter.
- Press “A” to add a new record.
- Enter product codes with descriptions to be mapped to an account code or group. You must map the same entries in the Optifacts menu 3-1-16 Access Account / Group Editor, as shown further into this document.
- Enter the least amount of information needed.
- Press Escape to save the data.
- To access the Lite-up section of the screen type “D” for detail. Notice that the brackets [ ] are active in the lower section of the form.
- Press “A” to add a new record.
- Create one detail record for each lite-up.
- Enter the following data where applicable:
- Set lite-up on or off.
- Enter the lite-up num and bit.
- Set calc option on or off.
- Enter the calculation option number.
- Enter the supplement qualifier and code.
Press Escape to save the data.
Press "E" to exit the form.
Step 2 - Set up Groups
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 1 – Customer Database Editor and press Enter.
Select Option 13 – Configure Stmt/Faktura and press Enter.
- Press “Q” to query an existing account.
- Press U to update.
Assign accounts to a Group so that each account does not have to be assigned to a product record individually. You can assign these groups in the Sales Group, Buying Group, or Chain Group.
Press Escape to save the data.
Press "E" to exit the form.
Step 3 - Set up Product Disallow Assignments
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 1 – Customer Database Editor and press Enter.
Select Option 16 – Edit Group/Account Access and press Enter.
- Press “A” to add a new record.
- Enter the account number.
- Enter the Access ID number as defined in the above step.
You can do the assignments for Product Disallow by Individual Account.
Or, you can assign Product Disallow by Group (Sales, Buying, or Chain Group).
Process
All products that need to be blocked, you need to enter into Commercial Code mapping. If the product is not in the Commercial Mapping Editor (menu 11-15), then it can not be added to the Product Allow/Disallow table. So it must exist before it can be blocked or allowed. The “Commercial Code” field is an ID number to identify this record and map it to the Access ID in the Access Account/Group Editor.
All Accounts that have products blocked need to be added either to a chain group in Configure Stmt/Faktura or assigned individually in Access Account/Group Editor.
If there is an account or group assigned to allow a product, only that account or group is allowed. All other accounts and groups are blocked.
Procedure
The Order Entry operator sees a message in the Feasibility window if they have entered a job for an account that requested a blocked product.
- The operator must choose “E” to edit or “D” to decline. No job ticket prints. Refer to the following diagrams.
Account Message
Group Message
To view and download these instructions as a PDF file, click on the following document image.
View file name Product Allow Disallow Setup.pdf height 250