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Introduction:
This document provides instructions for setting up Credit / No Charge Reasons. The process will enable the user to record a reason when entering a credit or no charge invoice.
Procedure:
Custom Configuration
Enable the entries below to capture information for RX Credits.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Edit: Custom Configurations and press enter.
- Type “A” to add a new record.
- Fill in all the information as per the examples below pressing enter past each field.
There is one entry for RX and one entry for Stock.
- Setup the following up for Rx Credits.
- Setup the following for Stock Credits.
Job Data Definitions
The field name for the CREDIT REASON entry must match the Character Setting field in the Custom Configuration Editor for a Credit Reason to be stored. In order to print the Credit Reason on the XML credit note for RX jobs, Print in Invoice Box must be an ‘X’ and the XML tag must be ‘credit-reason’.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 7 – Edit Job Data Definitions and press enter.
- Type “A” to add a new record.
- Setup the following Job Data Definition exactly as shown in the diagram,
- Press Enter past each field.
- Press Escape to save the data.
Setup the following 5 Job Data Definitions to enable free-form text lines which will allow the user to enter credit comments.
- Setup the following Job Data Definition exactly as shown in the diagram,
- Press Enter past each field.
- Press Escape to save the data.
Setup the following Job Data Definition exactly as shown in the diagram, to capture the original mail date of the job being credited.
- The Field Name to capture the original mail date for the credited job must be set to ‘CREDIT ORIG DATEOUT’.
- In order to print this on the XML credit note for RX jobs, Print in Invoice Box must be an ‘X’
- The XML tag must be ‘original_date’.
Setup the following Job Data Definition exactly as shown in the diagram, to capture the original delivery note number.
- The Field Name to capture the original delivery note number must be set to ‘CREDIT REFERENCE’.
- In order to print this on the XML credit note for RX jobs, Print in Invoice Box must be an ‘X’
- The XML tag must be ‘credit_reference’.
Job Data Triggers
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 8 – Edit Job Data Triggers and press enter.
- Type “A” to add a new record and fill in all the necessary information as per the examples below pressing enter past each field.
Job Data Triggers can be set up to turn the reason lists on by options such as lite-ups or accounts.
The Field Name relates back to the Data Definition.
- Setup the following Job Data Trigger exactly as shown in the diagram.
Coming soon.....
