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Table of Contents (on this page)
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.
.
- 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.
