Click here to view the Accounts Receivable menu.

Click here to view the complete Optifacts Page User Documentation Index.

Click here to Contact contact us.

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:

Coming soon.....

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.

Image Added

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.

Image Added  

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.

Image Added

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.

Image Added

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.

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.