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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:
Select Option 3 – Editor Utilities and press Enter.
Select Option 6 – Configuration Editor and press Enter.
Select Option 6 – Edit Custom Configuration and press Enter.
- Press “Q” to Query.
Ensure that the table below exists. If the table does not exist:
- Press “A” - Add a new record.
- Enter all the information, as shown in the diagram below.
- Press Escape, to save the data.
At least two sites (one sending and one receiving) need to be setup. Both sites 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.
- Press "E" to exit the form.
Sending Site:
The sending site needs the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration precisely, as shown in the following diagram.
- Press Escape, to save the data.
- Press "E" to exit the form.
Receiving Site:
The receiving site needs the following configuration enabled with the correct directory path in the Character Setting.
- Enter the custom configuration precisely, as shown in the following diagram.
- Press Escape, to save the data.
- Press "E" to exit the form.
Volume Discounts
Set up volume discounts for accounts, as applicable 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 is displayed. Are all the entries correct (Y/N)?
- Press “Y” to confirm the entry.
- Press “N” to return to the form.
To view and download these instructions as a PDF file, click on the following document image.
