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Introduction

This document provides instructions for setting up volume scales for specific accounts.

Procedure

Account Courier Price Editor

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database and press Enter.

Select Option 17 – Courier Price Editor and press Enter.

• Enter the Account Receivable Courier Code (M-Z) or * For All.

• Follow the prompts at the bottom of the screen for instructions for each field.

Are All the Entries Correct (Y/N)?

• Enter “Y” to proceed or “N” to return to the form.

Controls for Fixed Per Day Shipping Amounts

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 3 – Customer Database Editor and press Enter.

Select Option 13 – Configure Stmt/Faktura and press Enter.

Per-Day Shipping/Handling field has the following rules:

1. Less than zero means no shipping charges.
2. 00 means that volume table rules apply.
3. Any value greater than 0.0 uses the amount as the per-day postage. This amount overrides any rules in the volume table.

When running Statements/Fakturas, the courier charges can be forced to 0 by a prompt that occurs during the statement run:

From the Optifacts main menu:

Select Option 1 – Accounts Receivable and press Enter.

Select Option 2 – Monthly Routines and press Enter.

Select Option 2 – Monthly Statements and press Enter.

When prompted:

• Zero the Courier Charges for these invoices (Y/N)?
• Enter “Y.” The default is “N,” but entering “Y” means that all Statements/Fakturas of the run receive 0 for courier charges whether the account is typically a fixed per-day charge or on a volume scale.

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