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Introduction

This document provides instructions for setting up Sequence Numbers and Segment Assignments.

Procedure

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database and press Enter.

The Optifacts Customer Database Editor Displays.

Sequence Numbers

We use Sequence to differentiate types of invoices (Rx, Stock, Instruments).  

Select Option 14 – Edit Sequence Numbers and press Enter.

The Statement/Faktura Sequence Number Editor displays.

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• Enter data in all relevant fields.                          

Account Number - 6 digit field (right side delimited) Enter 0 (zero) for all.

Faktura Group - Enter the Group name if applicable.

Run Type - Enter one of the options available (Rx, Stk, Ins, Con, or All).

Priority - Enter the priority number.

Document Prefix - Enter a prefix if applicable

Printer Routing Code - Enter the applicable printer routing code.

Document ID - Document ID (i.e. FAKTURA)

Sequence ID - Sequence ID to define a group of sequence numbers. Often a country code is used.

• Press Escape to save the data.

Segment Numbers

The Segment Name displays at order entry for marketing purposes and is related to sales and price group.

Select Option 15 – Edit Segment Assignments and press Enter.

• Enter all applicable data.

Account Number - 6 digit field (right side delimited)

Segment Name - Name of the Segment to which the account is assigned

Sub-segment Name - Name of Sub-Segment (if applicable)

Sub-Sub-Segment Name - Name of Sub-Sub-Segment (if applicable)

• Press Escape to save the data.

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

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