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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 setting up volume scales for specific accounts.
Procedure
Account Courier Price Editor
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 17 – Courier Price Editor and press enterEnter.
- Enter the Account Receivable Courier Code (M-Z) or * For All.
- Follow the prompts at the bottom of the screen for instructions for each field.
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The courier code is part of this setup so that you may set |
up |
more than one courier |
for any account. Also, we use account number |
“0” zero as a default for all accounts, so a generic |
setup can be done for all accounts that don’t have a specific scale. |
Are All the Entries Correct (Y/N)?
- Type Y Enter “Y” to proceed or N “N” to return to the form.
Controls for Fixed Per Day Shipping Amounts
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 3 – Customer Database Editor and press enterEnter.
Type Select Option 13 – Configure Stmt/Faktura and press enterEnter.
Per-Day Shipping/Handling field has the following rules:
- Less than zero means no shipping charges.
- 00 means that volume table rules will apply.
- Any value greater than 0.0 will use uses the amount as the per-day postage. This would override amount overrides any rules in the volume table.
When running Statements/Fakturas, the courier charges can be forced to 0 by a prompt that occurs during the statement run:
From the Optifacts main menu:
TypeSelect Option 1 – Accounts Receivable and press
enterEnter.
TypeSelect Option 2 – Monthly Routines and press
enterEnter.
TypeSelect Option 2 – Monthly Statements and press
enterEnter.
When prompted:
- Zero the Courier Charges for these invoices (Y/N)?
- Type Y and press enter.
- Enter “Y.” The default is
- “N,” but entering
- “Y” means that all Statements/Fakturas of the run
- receive 0 for courier charges whether the account is typically a fixed per-day charge or on a volume scale.
To view and download these instructions as a PDF file, click on the following document image.
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