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Introduction

This document provides instructions for setting up the Stop Duplicate Invoices and Stop 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.

Stop Duplicate Invoices (Bill-to Account)

This entry prevents an operator from beginning a job or stock invoice with an invoice number that already exists on the system within the assigned bill-to account. The entry causes the program to show a window of information relating to the existing job or invoice. This entry will not allow the operator to proceed without entering a unique invoice number. Uses no special settings.

Stop Duplicate Invoices (Ship-to Account)

This entry prevents an operator from beginning a job or stock invoice with an invoice number 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 existing job or invoice. This entry will not allow the operator to proceed without entering a unique invoice number. Uses no special settings.

Stop 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.

Stop Duplicate Patients Name (Ship-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 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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