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Introduction

This document provides instructions for setting up the Job Data Trigger to stop jobs on Credit Hold.

Procedure

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 7 – Job Data Definitions and press Enter.

The Prompt Configuration for Miscellaneous Job-Related Data screen is displayed.

• Press "Q" to query the table.
• Ensure that the table below exists.

Procedure:

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AnchorContactContactIf the table does not exist:

• Press "A" to add a new record. 
• Enter all the information, as shown in the diagram below.
• Press Escape to save the data.
• Press "E" to exit the screen.

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Entering Jobs for an Account on Credit Hold

If an account is on Credit Hold, the data entry operator sees the following message if they try to key in a job.

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Credit Hold Message on Job Recall

If an account is on Credit Hold, the data entry operator sees the following message if they try to recall a job.

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Credit Hold Message at Verify

If an operator tries to verify a job and an account is on Credit Hold, the data entry operator sees the following message.

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Credit Hold Message at Mailout

If an operator tries to Mailout a job and an account is on Credit Hold, the data entry operator sees the following message.

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

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