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Table of Contents (on this page)

Introduction

This document provides instructions for enabling the Character Settings within the custom configuration table that will either warn the operator that credit has already been issued against the specified invoice or blocks multiple credits from being issued against an invoice.

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.

The Custom Configuration Editor displays.

  • 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 per the example (s) below.
  • Press Escape, to save the data.
  • Press “E” to exit.

Below is the original custom configuration entry. If we leave it as shown, and the Character Setting is left blank, the system allows you to issue multiple credits against the specified invoice with no warning.

  • Update the setting to one of the following entries.

If the Character Setting is “WARN,” the system displays a message that credit has already been posted to the specified invoice and asks the operator to continue (Y?N)?.

If the Character Setting is “BLOCK,” the system won’t allow you to issue multiple credits against the specified invoice.



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

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