Click here to view the Customer Database menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact us.

Introduction

This document provides instructions for setting up the process that will enable the ability to block or allow products for certain specific accounts or groups.

Procedure

Step One: Set up product records

From the Optifacts main menu:

Type 11 Select Option11 – Retail Transfer and press enterEnter.Type

Type 15 Select Option15 – Editor: Commercial Code Mapping and press enterEnter.

• Type 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.

Image Removed

Image Added

• To access the Lite-up section of the screen type “D” for detail. Type 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.

Image Removed

Image Added

• Press Escape to save the data.

• Type Press "E" to exit the form.

Step 2 - Set up Groups

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 1 – Customer Database Editor and press enterEnter.

Type Select Option 13 – Configure Stmt/Faktura and press enterEnter.

• Type Press “Q” to query an existing account.
• Type 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.Image Removed

Image Added

• Press Escape to save the data.

• Type Press "E" to exit the form.

Step 3 - Set up Product Disallow Assignments

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 1 – Customer Database Editor and press enterEnter.

Type Select Option 16 – Edit Group/Account Access and press Enter.

• Type Press “A” to add a new record.
• Type Enter the account number and press enter.
• Type Enter the Access ID number as defined in the above step.

You can do the assignments for Product Disallow can be assigned by Individual Account.     Image Removed

Image Added

Or,

 you can assign Product Disallow by Group (Sales, Buying, or Chain Group).

Image Removed

Image Added

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

Jobs entered at layout that are requesting a product that is blocked for that account will be blocked on the screen. The message is displayed in the feasibility window.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 “E” to edit or D “D” to decline. No job ticket will printprints. Refer to the following diagrams.

Account Message

Image Removed

Image Added

Group Message

Image Removed

Image Added

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.