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Introduction

This document provides instructions for adding a commission representative to the database for use in Stock Order Entry.  You are prompted for the Commission Representative code right after the “Material Code to Post Invoice By.” field in Stock Order Entry. You can then report on the commission representative through Optera reporting.

Procedure

Parts Commission Custom Configuration

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 6 – Custom Configuration Editor and press Enter.

The Custom Configuration Editor displays.

• Press “Q” to Query.
• Ensure that the tables below exist.

If the tables do not exist:

• Press “A” to add a new record.
• Enter all the information as per the example (s) below.
• Press Escape to save the data.
• Press “E” to exit the screen.

Enabling the following configuration allows the lab to create a commission and report by a sales representative.

Commission Rep Editor

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 17 – Commission Rep editor and press enter.

• Press “A” – Add a record.
• Enter a Rep Code and press Enter. (Required)
• Fill in the rest of the fields according to your criteria and press Enter.
• Press Escape to save the data.
• Press “E” to exit the screen.

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

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