Click here to view the Accounts Receivable Order Entry menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact contact us.

Introduction

This document provides instructions for setting up the Stop Duplicate Invoices and Stop Duplicate Patients Name custom configurations.

Procedure

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.Type

Select Option 6 – Edit Custom Configuration Editor and press enterEnter.

The Custom Configuration Editor displays.

• Press

• “Q” to Query.
• Ensure that the

• table below

• exists.

If the

table does not exist

:

• Press “A” to add a new record.
• Enter all the information as per the example (s) below.
• Press Escape to save the data.

• Press “E” to exit.

Stop Duplicate Invoices (Bill-to Account)

This entry will prevent prevents an operator from beginning a job or stock invoice with an invoice number that already exists on the system within the Bill-to or Ship-to account to which the job is being assignedassigned bill-to account. The entry causes the program to show a window of information relating to the existing job or invoice. This entry will not allow the operator to proceed without entering a unique invoice number. Uses no special settings.

Image Added

Stop Duplicate Invoices (Ship-to Account)

This entry prevents an operator from beginning a job or stock invoice with an invoice number that already exists on the system within the assigned ship-to account. The entry causes the program to show a window of information related to the existing job or invoice

. This entry will not allow the operator to proceed without entering a unique invoice number.

Uses no special settings.

Image Removed

Image Added

Stop Duplicate Patients Name (Bill-to Account)

This entry

prevents an operator from beginning a job or stock invoice with a patient name that already exists on the system within the assigned Bill-to account. The entry causes the program to show a window of information related to the patient’s name already on the system. This entry will not allow the operator to proceed without entering a unique patient name.

Image Added

Stop Duplicate Patients Name (Ship-to Account)

This entry prevents an operator from beginning a job or stock invoice with a patient name that already exists on the system within the assigned Ship-to account

. The entry causes the program to show a window of information related to the

patient’s name

already on the system. This entry will not allow the operator to proceed without entering a unique patient name.

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.