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Introduction

This document provides instructions for setting up the 'Handling Fee' and the 'Credit Handling Fee' custom configurations. 

Procedure

Handling Fee Custom Configuration

This configuration allows the lab to charge a handling fee on jobs.

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 table below exists.

If the table does not exist:

• Type A to add a new record.
• Enter all the information as per the example (s) below.
  • The Character Setting defines the data Itemization Category.
  • The Float Setting defines the invoice limit.
• Press Escape, to save the data.
• Press 'E' to exit.

Customer Database

The handling fee amount is set up in the Customer Database, as shown in the example below.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database Editor and press Enter.

Select Option 4 – Add/Edit Account and press Enter.

The Customer Database Modifications screen is displayed.

• Enter the Company code.
• Enter the Branch code.
• Enter the Sales Territory code.
• Enter the Account Number.
• Press Enter to the Handling Fee field.
• Enter the amount and then press Enter past the last field on the screen.

If the net dollar amount of the invoice is more than 0.0 and less than the limit defined in the custom configuration option, a handling fee gets added to the total. The account defines the handling fee amount.

• Press Enter to the Handling Fee field.
• Enter the amount and then press Enter past the last field on the screen.

If the net dollar amount of the invoice is more than 0.0 and less than the limit defined in the custom configuration option, a handling fee gets added to the total. The account defines the handling fee amount.

• The system prompts you: Is this data correct (Y/N)?
  • Enter 'Y' to accept and save the data.
  • Enter 'N' to return to the form.

Credit Handling Fee Custom Configuration

This configuration allows the lab to credit handling fees on jobs.

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 table below exists.

If the table does not exist:

• Press 'A' - Add a new record.
• Enter all the information as per the example (s) below.
  • The Character Setting defines the data Itemization Category.
  • The Float Setting defines the invoice limit.
• Press Escape, to save the data.
• Press 'E' to exit.

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

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