Credit Hold Setup
Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions for setting up the Job Data Trigger to stop jobs on Credit Hold.
Procedure
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 6 – Configuration Editor and press Enter.
Select Option 7 – Job Data Definitions and press Enter.
The Prompt Configuration for Miscellaneous Job-Related Data screen is displayed.
- Press "Q" to query the table.
- Ensure that the table below exists.
If the table does not exist:
- Press "A" to add a new record.
- Enter all the information, as shown in the diagram below.
- Press Escape to save the data.
- Press "E" to exit the screen.
Entering Jobs for an Account on Credit Hold
If an account is on Credit Hold, the data entry operator sees the following message if they try to key in a job.
Credit Hold Message on Job Recall
If an account is on Credit Hold, the data entry operator sees the following message if they try to recall a job.
Credit Hold Message at Verify
If an operator tries to verify a job and an account is on Credit Hold, the data entry operator sees the following message.
Credit Hold Message at Mailout
If an operator tries to Mailout a job and an account is on Credit Hold, the data entry operator sees the following message.
To view and download these instructions as a PDF file, click on the following document image.
Did you know?...
Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800) 678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.
Optifacts, Inc. Suite 100 - 18 Riverside Ave. S. Sartell MN 56377
Phone: (800) 378-4322 Phone: (320) 258-3559 Fax: (320) 258-3880
Email: sales@olsssystems.com Email: support@optifacts.com
Optifacts Service Desk: http://support.optifacts.com
Click Here to Find Out More About Us