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Introduction

This document provides instructions for setting up the Custom Configuration to sort the invoices on a statement by date out, time out, and then invoice number.

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 and press enterEnter.

The Custom Configuration Editor displays.

Statement Sort Order by First Name, Last Name or Account Number (without Company, Branch, and Territory)

The following entry would sort on the last name without grouping by company, branch, and territory. Similarly, if you were to put the FIRST NAME, it would sort by the first name

. Or, if you put ACCOUNT NUMBER as the Character Setting, it would sort by account number, but skip the grouping by company, branch, and territory.

The statement prints as set up by default if the configuration is disabled.

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Statement Sort Order by Date, Time and Invoice Number

• Press Q “Q” to Query.
• Ensure that the table below exists.

If the table does not exist:

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

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