Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Search Optifacts User Documentation

Live Search
spaceKeyOPPUB
placeholderEnter search keyword(s) here


Table of Contents (on this page)

Table of Contents
outlinetrue
indent15px20px
stylenone


Introduction

Data Definitions and Triggers offer the flexibility of storing and printing additional information.

The following procedure provides instructions for automating a process where you can select to be prompted to prompt for required information at various stages of a job in processprogress.

Defining job data collection fields is a two-step process:

  1. Setting up the data collection fields (the information for which you are get prompted);
  2. Defining the triggers that generate the prompts.

Before you begin, you MUST have already completed the procedure as outlined in the Defining Job Data Definitions document.

If the prompt for required information for which you wish to be prompted is tied to is associated with a lite-up, you must:

  • Be sure Ensure that the lite-up is already set upexists, and if not, then set it up.
  • Be aware of the num and bit associated with the lite-up.

You will be required to enter this information during the process. Instructions for retrieving these numbers are provided outlined later in this document.

Procedure

Job Data Trigger Setup

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.

Type Select Option 8– Edit Job Data Triggers and press enterEnter.

The Triggers to Cause Prompts for Miscellaneous Job-Related Data window displays.Image Removed

Image Added

Field Definitions

Field NameDefinitions
Account Number

Type the entry to identify whether all or a specific account is to prompt for required information as per the following guideline:

  • Blank - impacts all accounts in the database.
  • Specific account number - impacts only that single account.
Ship to Code

For accounts that have multiple ship-to locations, use this field to specify the applicable appropriate location.

Lite-up (num)

If the required information to be prompted is associated to with a lite-up, type the num and press enter.

Lite-up (bit)

If the required information to be prompted is associated to with a lite-up, type the bit and press enter.

Lite-up On/Off
  • Type Y to designate that the lite-up must be enabled to cause the trigger to occur.
  • Type N if off or no lite-up is specified
Account SegmentType the Account Segment name or number and press enter.
Acct Sub SegmentType the Account Sub-Segment name or number and press enter.
Sales GroupType the Sales Group name or number and press enter.
Buying GroupType the Buying Group name or number and press enter.
Chain GroupType the Chain Group name or number and press enter.
Business TypeType the Business Type name or number and press enter.
Field NameType the field name as defined in the Job Data Definition Editor and press enter.
Default Value

Type the default field value and press enter. (Optional)

Example:

Field Name:        [SPECIFY BLOCK R     ]
Default Value:     [00.0                                  ]

  • Press Escape to save the data.
  • Type Press "E" to Exit.

Retrieving the num and bit for a lite-up option.

From the Optifacts main menu:

Type Select Option 11 – Retail Transfer and press enterEnter.

Type Select Option 14 - Report: Price Options Available and press enterEnter.

Image Removed

Image Added

  • Type S Press “S” to view the report on screen.
  • Or, type P press “P” to print the report and press enterEnter.

The first number is the num, and the second number is the bit.Image Removed

Image Added

  • Type Press "E" to exit and return to the Retail Transfer menu.

Job Data Definitions and Triggers Examples

The following are just a few examples of what is available for Job Data Definitions and Triggers. Please contact your system administrator or support if you require assistance.

Info
titleRemember

 *** Lite-up num and bit numbers may vary by lab. Consult the Pricing Options Available report in menu 11-14 to find the correct numbers for your lab. ***

Duplicate Invoice

Image Removed

Image Added   

Image Removed

Image Added

Suppress Pricing

Image Removed

Image Added 

 

Image Removed

Image Added

Patient Initials

Image Removed

Image Added    

Image Removed

Image Added

Frame Panto Angle

Image Removed

Image Added   

Image Removed

Image Added

Frame Wrap Angle

Image Removed

Image Added   

Image Removed

Image Added


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

View file
nameDefining Job Data Triggers with Examples.pdf
height250