Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Search Optifacts User Documentation

Live Search
spaceKeyOPPUB
placeholderEnter search keyword(s) here


Table of Contents (on this page)

Table of Contents
outlinetrue
indent20px
stylebulletnone

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:

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 displaysis displayed.

  • Press "Q" to query the table.
  • Ensure that the table below exists.

If 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.

Entering Jobs 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.

  

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.

 

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.



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

View file
nameCredit Hold Setup.pdf
height250