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Introduction

This document provides instructions for setting up the custom configuration, which allows the end-of-month bonus discount calculation to include sales information from multiple sites.

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

enter

Enter.

• 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 exactly , as shown in the diagram below.
• Press Escape, to save the data.

Note:

Info
At least two sites (one sending and one receiving)

will

need to be setup. Both sites

will

need to use the same account numbers for accounts whose eligible sales amounts you want to combine.

Both the sending and receiving sites should have this configuration enabled with appropriate identifying names in the Character Setting.Image Removed

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• Type Press "E" to exit the form.

Sending Site:

The sending site will need needs the following configuration enabled with the correct directory path in the Character Setting.

• Enter the custom configuration exactly precisely, as shown in the following diagram.

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• Press Escape,  to save the data.
• Type Press "E" to exit the form.

Receiving Site:

The receiving site will need needs the following configuration enabled with the correct directory path in the Character Setting.

• Enter the custom configuration exactly precisely, as shown in the following diagram.

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• Press Escape, to save the data.
• Type Press "E" to exit the form.

Volume Discounts

Set up volume discounts for accounts, as applicable on at the receiving site.

• Select Option 3 - Editor Utilities and press

• Enter.

• Select Option 1 - Customer Database Editor and press

• Enter.

• Select Option 11 - Add/Edit Volume Discounts and press

• Enter.
• Enter the applicable dollar limits and rates.
• Press Enter past all the fields.

A confirmation message will be is displayed. Are all the entries correct (Y/N)?   

• Type "Y" Press “Y” to confirm the entry.
• Type "N" Press “N” to return to the form.

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

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