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Introduction

This document provides instructions for setting up the custom configuration, which allows the end-of-month bonus discount calculation to include sales information from multiple sites.

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.

• 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 shown in the diagram below.
• Press Escape, to save the data.

Both the sending and receiving sites should have this configuration enabled with appropriate identifying names in the Character Setting.

• Press "E" to exit the form.

Sending Site:

The sending site needs the following configuration enabled with the correct directory path in the Character Setting.

• Enter the custom configuration precisely, as shown in the following diagram.

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

Receiving Site:

The receiving site needs the following configuration enabled with the correct directory path in the Character Setting.

• Enter the custom configuration precisely, as shown in the following diagram.

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

Volume Discounts

Set up volume discounts for accounts, as applicable at the receiving site.

• Select Option 3 - Editor Utilities and press Enter.
• Select Option 1 - Customer Database Editor and press Enter.
• Select Option 11 - Add/Edit Volume Discounts and press Enter.
• Enter the applicable dollar limits and rates.
• Press Enter past all the fields.

A confirmation message is displayed. Are all the entries correct (Y/N)?   

• Press “Y” to confirm the entry.
• Press “N” to return to the form.

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

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