Purging
# Months to Purge Back - This setting controls the number of months to retain orders when purging. Enter a value between 0 and 99.
# Months to Purge OMTRACE Back - This setting controls the number of months to retain the OMTRACE order records when purging. Enter a value between 0 and 99. This value cannot be grater than the “# Months to Purge Back” value.
Purge Daily - purge the orders every day during day-end
Purge Monthly - purge the orders at every month-end
Purge Adhoc - purge the order manually
Display Accounting Information - When checked, the accounts city or phone number will be displayed at the bottom of the order screen.
Select the appropriate choice for the display;
“Display City” or “Display Phone Number”
Put Ship-to in Release Number - When checked, the ship-to and bill-to numbers will be combined and placed in the release number field of the order. This allows the release number to be used for look ups.
Verify Tray is Empty - When checked, the tray number entered will be verified to ensure that it does not belong to a job in progress.
Flag Specialty Orders in Order screen - When checked, orders that contain one lens that’s a special will be displayed with a black background on the order browse screen.
Allow Hold Orders - When checked, the user will be able to place orders on hold.
Prompt for Salesman - When checked, the user will be prompted to enter a salesman for an order.
Prompt for Release Number - When checked, the user will be prompted to enter a release number for the order.
Prompt for Link Number - When checked, the user will be prompted to enter a link number for the order.
Check for possible duplicate orders by acct/patient - When entering an order, some labs would like to know if there are jobs already existing with the same account number and patient name. Checking this box will check for that condition during manual order entry of orders. As soon as the patient name is entered, and entry passes to the next field, OE will look for any jobs with the same account number and patient name in the past 90 days. If any matches are found, a screen will show up to 4 orders that match the account number and patient name that have been received in the past 90 days.
Check completed orders for duplicates - When entering an order, the OE screen will check to see if there is an existing order with the same patient name (based on the setting of the box around this one). This box controls whether to check completed orders in addition to orders currently in process.
When checked, current orders and completed orders will both be checked for the same account number and patient name.
When un-checked, only current in-process jobs will be checked for matching account number and patient name.
Allow 1/100 D powers - When checked, sphere and cylinder powers can be entered in increments of 1/100 diopters. Traditional rounding of sphere and cylinder powers required these powers to be entered in increments of 0.125 D.
Select Lenses by OPC - This field sets the default order entry method regarding lens entry by OPC code. When checked, this setting allows the user to enter the lenses selected for the job instead of allowing the order process to automatically select the lenses via the blank selection logic.
Add code to lens information descriptions - When c, Rx-Universe will add the following codes to the Lens Information section on Order Entry;
lens style code to the lens style description
material code to the material description
pretreatment code to the pretreatment description
color (tint) code to the color description
Copy Order Notes - This setting determines if the order notes from the original job will be included with the new job being created. The options are as follows:
For Remakes only - Only copy the original order notes when doing remake jobs
For Copied Orders only - Only copy the original order notes when doing the “Copy last order” (F5) function while in the first order screen.
For Remakes and Copied Orders - Copy the original order notes when doing a remake or the “Copy last order” (F5) function.
Do not copy order notes - Original order notes will not be copied into the new job being created.
Order file is split - The purpose of splitting the order file is to reduce the down time should the order file become corrupted. All live orders are kept in the main order file while completed orders are kept in a history file. Pressing the Split Order Switch button will toggle the Split order between on and off.
Note that this function should only be run if you fully understand its implications.
Printing Devices
Rx Order Invoice Device Name - Enter the printing device name for Rx invoices.
Stock Order Invoice Device Name - Enter the printing device name for Stock invoices.
Label Device Name - Enter the printing device name for mailing labels
Number of Mailing Label Lines - Enter the number of lines contained on the mailing label. Enter a value from 1 to 99.
Envelope Device Name - Enter the printing device name for AR envelopes.
Digital Surface Device Name - Enter the printing device name for digital surface jobs.
Hot Jobs Print Device - Enter the printing device name for hot jobs.
Default Manufacturer - Contains the default manufacturer that will be used for all jobs.
Date Wanted Increment - This field contains the number of days to add to the order creation date to calculate the date wanted.
Re-print work ticket after breakage - When checked, a new work ticket will be printed when entering a breakage via the F12 key on order.
Permanently remove deleted orders - When checked, deleted orders will be removed from the system during the day-end.
Re-Use lost order numbers - When checked, the system will reuse lost order numbers. A lost number can be produced by starting to create an order and then escaping out of the order without saving. The order numbers are automatically incremented when the order is started, resulting in a lost order number. The functionality will only work if the Remove Deleted orders flag is not checked.
Allow future shipping - This setting controls the manual shipping process. When checked, the program will allow the user to ship jobs using a date that is in the future. When un-checked, the user can only ship jobs using todays date as the shipping date.
Convert patient name to upper case - When checked, the patient name will automatically be converted to upper case after it is entered in Order Entry.
Prompt for frame information - When checked, you will be able to enter frame information on the Order Entry screen. Specifically, frame name, manufacturer, color, eye size, bridge size, temple size and part code.
Ask to confirm tray change on order - When changing the tray number on an order, ask the user to confirm the change before changing.
Print work ticket when changing tray - When checked, this will print a work ticket after changing the tray number.
AR Envelope - This setting controls the AR envelope format that will be used when printing an AR envelope. Choose one of the available settings (PCL or XML).
Print Patient Name on AR Envelope - When checked, the patient name will be printed on the AR envelope.
Use tray numbers for stock jobs - When checked, the tray number will be required for stock orders. Stock orders with tray numbers need to be shipped via the shipping function just like Rx orders. Stock orders without tray numbers will be automatically shipped by the first day-end run after they are entered.
Complete stock orders with day-end - When checked, the day-end process will automatically complete stock orders whose order status flags are set to “P”.