Introduction

This document provides instructions for setting up the required custom configurations and closing a courier and print packing lists.

Procedure

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 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.

Configure this entry to allow you to close out a given courier when the courier has done a pick-up. This configuration allows the system to begin allocating bin numbers again at the DYNAMIC BIN LOW, and it starts the numbering of invoices within bins over at 1. It uses no special settings.

Manual Courier Close

With the MANUAL COURIER CLOSE enabled, the mailout program allows an entry of the word “CLOSE” for tray number. When you enter the word “CLOSE,” a menu displays that allows you to choose the courier to close. Pick the courier, and the program prints a packing list. The packing list follows the printer routing for the program name AXM. If packing list printing is not preferred, route this program to the output port /tmp/packing.out.

Print Packing List Page by Account

To print a separate page for each account:

• Enter the word “PAGE” in the Character Setting field.

Courier Close Process

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 18 – Mailout/Ship Jobs and press Enter.

The Optifacts Mail-out Station displays.

A Courier Listing displays.

• Select the appropriate courier and press Enter.

After you make the courier selection, you get prompted to print the packing list.

Print Packing List

Select Option 1 - Print Packing List and press Enter.

After it prints, you get prompted to confirm that it did indeed print.

• Press “Y” to confirm that it did print.
• Press “N” if you need to re-print. It attempts to print once more and prompts you to confirm again.

The packing list prints.

If you pressed “Y” to confirm the print, you would get returned to the Packing List menu.

• Press Escape to exit.

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