Introduction

This document provides instructions for setting up the process that will enable the ability to block or allow products for certain accounts or groups.

Procedure

Step One: Set up product records.

From the Optifacts main menu:

Type 11 – Retail Transfer and press enter.Type

Type 15 – Editor: Commercial Code Mapping and press enter.

Type “A” to add a new record.
Enter product codes with descriptions to be mapped to an account code or group in menu 3-1-16 Access Account / Group Editor.
Enter the least amount of information needed.
Press Escape to save the data.

To access the Lite-up section of the screen type “D” for detail.
- Type “A” to add a new record.
- Create one detail record for each lite-up.
- Enter the following data where applicable:
  - Set lite-up on or off.
  - Enter the lite-up num and bit.
  - Set calc option on or off.
  - Enter the calculation option number.
  - Enter the supplement qualifier and code.

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

Step 2 - Set up Groups

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 1 – Customer Database Editor and press enter.

Type 13 – Configure Stmt/Faktura and press enter.

Type “Q” to query an existing account.
Type U to update.
Assign accounts to a Group so that each account does not have to be assigned to a product record individually. These groups can be assigned in Sales Group, Buying Group or Chain Group.

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

Step 3 - Set up Product Disallow Assignments

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 1 – Customer Database Editor and press enter.

Type 16 – Edit Group/Account Access

Type “A” to add a new record.
Type the account number and press enter.
Type the Access ID number as defined in the above step.

Product Disallow can be assigned by Individual Account.

Or, Product Disallow can be assigned by Group (Sales, Buying or Chain Group).

Process

All products that will be blocked need to be entered into Commercial Code mapping. If the product is not in the Commercial Mapping Editor (menu 11-15), then it can not be added to the product allow/disallow table. So it must exist before it can be blocked or allowed. The “Commercial Code” field is an ID number to identify this record and map it to the Access ID in the Access Account/Group Editor.
All Accounts that will have products blocked will need to be added either to a chain group in Configure Stmt/Faktura or assigned individually in Access Account/Group Editor.
If there is an account or group assigned to allow a product that account or group will be the only one allowed all other accounts will be blocked.

Procedure

Jobs entered at layout that are requesting a product that is blocked for that account will be blocked on the screen. The message is displayed in the feasibility window.