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Table of Contents (on this page)

Table of Contents
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Introduction

This document provides instructions for setting up the Job Data Trigger to stop jobs that are on CREDIT HOLDCredit Hold.

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 7 – Job Data Definitions and press enterEnter.

The Prompt Configuration for Miscellaneous Job-Related Data screen displaysis displayed.

  • Press "Q to Query to perform a search" to query the table.
  • Ensure that the table below exists.

If the table does not exist.:

  • Type Press "A" to add a new record. 
  • Enter all the information, as shown in the diagram below.
  • Press Escape to save the data.
  • Type Press "E" to exit the screen.
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Entering Jobs

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for an Account on Credit Hold

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.Image Removed

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Credit Hold Message on Job Recall

If an account is on Credit Hold, the data entry operator will see sees the following message if they try to recall a job.Image Removed

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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.Image Removed

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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.

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To view and download these instructions as a PDF file, click on the following document image.    

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nameCredit Hold Setup.pdf
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