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Click here to view the Job Data Definitions and Triggers Accounts Receivable menu.
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Table of Contents (on this page)
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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.
TypeSelect Option 6 – Configuration Editor and press
enterEnter.
TypeSelect Option 7 – Job Data Definitions and press
enterEnter.
The Prompt Configuration for Miscellaneous Job-Related Data screen displaysis displayed.
- Press "Q" to Queryquery 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 per the example (s) shown in the diagram below.
- Press Escape to save the data.
- Type Press "E" to exit the screen.
Coming soon.....
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.
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.
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.
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.
To view and download these instructions as a PDF file, click on the following document image.
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