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Introduction:

This document provides instructions to allow the Add Transactions routine of the Accounts Receivable system to default the eligible discount amount from the last month-end update for a balance-forward account when a payment is entered that brings the sum of the payments for the current month plus eligible discount to meet the total due for the customer.

Procedure:

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 6 - Configuration Editor

Type 6 - Edit custom configuration

The Custom Configuration Editor will display

  • Add the custom configuration exactly as shown in the following diagram.

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

Once this configuration is in place, when entering payments through the following menu options

1 - Accts/Receivable

1 - Daily Routines

1 - Add Transactions

The system will then ask you if you’d like to enter the eligible discount amount at the time you enter a payment that puts the paid amount for the month equal or greater than the amount due less the eligible discount amount.

In the example below, the customer owes $150.00 and has a $20.00 eligible discount.   At the time the $130.00 payment is entered, the system will ask if you’d like to follow with the $20.00 eligible discount to make it easy to apply the discount amount.





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