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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction
This document provides instructions for flagging an account to be placed on Credit Hold as well as and how to release the Credit Hold.
Procedure
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 1 – Customer Database and press enterEnter.
Type Select Option 4 – Add/Edit Account and press enterEnter.
The Customer Database Modifications screen displaysis displayed.
- Enter the Company code, Branch code, Sales Territory code, Account Number, and press enterEnter.
- Press Enter until the cursor is at the Credit Flg “Credit Flg” field. There are 2 options in for this field.
- Type C Press “C” to place an account on credit hold Credit Hold but allow an operator to enter a job.
- Or, type Y press “Y” to place an account on credit hold Credit Hold, but will "NOT" allow an operator to enter a job.
- Press enter Enter past all other fields.
Is the data correct (Y/N)?
- Type Y if correct or N to edit.
Jobs/Account on Credit Hold using Credit Flag “C”
The following example shows a flag of C “C” to place an account on hold but still allows jobs to be enteredjob entry. The job will not won’t be allowed to run through verify and will not won’t ship until the hold is released.
If an account is on Credit Hold, the data entry operator will see sees the following message if they try to key in a job.
If an account is on Credit Hold, the data entry operator will see sees the following message if they try to recall a job.
Jobs/Account on Credit Hold using Credit Flag “Y”
The following example shows a flag of Y “Y” to place an account on hold but will NOT won’t allow jobs to be entered and will not entry and won’t allow jobs to be verified.
Credit Hold Message on Job Entry or Job Recall
If an account is on Credit Hold, the data entry operator will see sees the following message whether they try to key in or recall a job.
Credit Hold Message at Verify
If an operator tries to verify a job and an account is on Credit Hold, the data entry operator will see sees the following message if they try to verify a job
.
Credit Hold Message at Mailout
If an operator tries to Mailout a job and an account is on Credit Hold, the data entry operator will see sees the following message if they try to Mailout a job.
Job Data Definitions
The You must set up the following Job Data Definition must also be set:
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.Type 6 – Configuration Editor and press enter.
Type 7 – Job Data Definitions and press enter.
The Prompt Configuration for Miscellaneous Job-Related Data screen
displaysis displayed.
- Press Q “Q” to Query.
- Ensure that the tables table below existexists.
If the
tables dotable does not exist,
type Apress “A” to add a new record.
- Enter all the information as per the example (s) below.
- Press Escape to save the data.
- Type E Press “E” to exit.
Release Credit Hold
The process to release a credit hold Credit Hold on a job is done through the Accounts Receivable menu. This way, security can be is used to define who can release a credit holdCredit Hold.
From the Optifacts main menu:Type
Select Option 1 – Accounts Receivable and press
enterEnter.
TypeSelect Option 1 – Daily Routines and press
enterEnter.
TypeSelect Option 14 – Job on Credit Hold and press
enterEnter.
Type SPress “S” to view on screen or
P“P” to print and press
enter.Enter
Option 1
- Type Y Press “Y” to show all accounts with jobs on hold and press enterEnter.
- Type “s” Press “S” to select an account.
Option 2
- Type N Press “N” to specify an account or range of accounts with jobs on hold and press enterEnter.
- Type the beginning and ending account codes pressing Enter past each field.
- Press “N” to Sort by Date (N)eeded or Date (I)n Needed or “I” to sort by Date In and press Enter.
The program will first list lists all jobs that are on credit hold Credit Hold that we indicated by account or account range.
- Press the Space Bar to release the credit hold Credit Hold on the selected job.
An Notice that an (*) asterisk will be place is placed on each side of the job to be released from credit holdCredit Hold.
- To release all jobs listed on the screen, type the letter “a”“A.”
- Press Escape to exit.
Continue with Credit Hold Release of jobs (Y/N)?
- Type Y Press “Y” to release the jobs.
To view and download these instructions as a PDF file, click on the following document image.
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