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Introduction

This document provides instructions for setting up the Check Duplicate Invoices and Check Duplicate Patients Name custom configurations

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.

The Custom Configuration Editor displays.

• Press “Q” to Query.
• Ensure that the table below exists.

If the table does 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.

Check Duplicate Invoices (Bill-to Account)

This entry will warn an operator that is beginning a job or stock invoice with an invoice number that already exists on the system within the Bill-to account. This entry follows the same rules as STOP DUP INVOICES, but it only provides a warning. After that, the operator can go back and change the invoice number or proceed with the duplicate entry.

Check Duplicate Invoices (Ship-to Account)

This entry will warn an operator that is beginning a job or stock invoice with an invoice number that already exists on the system within the Ship-to account. This entry follows the same rules as STOP DUP INVOICES, but it only provides a warning. After that, the operator can go back and change the invoice number or proceed with the duplicate entry.

Check Duplicate Patients Name (Bill-to Account)

This entry prevents an operator from beginning a job or stock invoice with a patient name that already exists on the system within the assigned Bill-to account. The entry causes the program to show a window of information related to the patient’s name already on the system. This entry will not allow the operator to proceed without entering a unique patient name.

Check Duplicate Patients Name (Ship-to Account)

This entry will prevent an operator from beginning a job or stock invoice with a patient name that already exists on the system within the assigned Ship-to account. The entry causes the program to show a window of information related to the patient’s name already on the system. This entry will not allow the operator to proceed without entering a unique patient name.

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