Search Optifacts User Documentation
In this section:
User documentation pertaining to Accounts Receivable.
Click on the Document Title to review the page.
- Account Transaction Delete
- Account Transaction Payments (Apply Open Item and Balance Forward)
- Add/Edit Account Transaction
- Allow Unmail for Account Transfer Setup
- ASN Custom Configurations
- AutoPay Old Balances Configuration
- Brand Accrual
- Bulk Discount Password Configuration
- Credit Hold (Place and Release)
- Credit Hold Setup
- Credit Matrix
- Credit No Charge Reasons Setup
- Credit Old Tax Rate Setup
- Days to Save Rx Info for Credits Setup
- Default Discount Entry Setup
- Delete Open Item Payments, Discounts & Credits
- Enable FTP Protocol and FTP Layxfer
- Future Ship Date Setup
- Handling Fee and Credit Handling Fee Setup
- Multiple Credit Configuration to Warn or Block
- Multi-Site Bonus Calculation
- Open-Item Reconciliation
- Payment Change Method (Open-Item to Balance Forward or Balance Forward to Open-Item)
- Rx Credit Entry (through Quick Lookup or Lookup Archive Retrieval)
- Rx Credit Entry (with Job # through the Accounts Receivable Menu)
- RX Credit Entry (without Job # through the Accounts Receivable Menu)
- Rx Credit Setup to Capture Original Job Info Custom Configuration
- Statements and Month End
- Stock Credit Entry (through Menu 6 - Stock Pricing)
- Stock Credit Entry (through Quick Lookup)
- Tax on Tax
- Tax Percentage by Material
- Tax per Line Item
- UPS Software Interface (Europe)
- View Credit Memo in Quick Look-up Setup
