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Introduction
This document provides instructions for setting up Account Messages. Messages can be used to provide instruction or information. Messages can be displayed based on the specific account number or for all accounts. Messages can appear in layout, work ticket or invoice
Procedure
From the Optifacts main menu:
- Type 3 – Editor Utilities and press enter.
- The Editor Utilities Menu displays.
- Type 6 – Configuration Editor and press enter.
- The Configuration Menu displays.
- Type 1 – Edit Account Messages and press enter.
- The Account Message Configuration Screen displays.
- Type the specific account number or leave as 0 for all accounts.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 1 ║
║ ║
║ ║
║ ║
║ Message Type: ║
║ ║
║ ║
║ ║
║ Hit ESC to return to Account entry (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- The Message Type field lets you specify where the message should appear.
- Pressing F1 will provide information about the options available.
- Enter a number between 0-9 to show the message in the layout screen.
- Enter a letter A-L to print a message on the work ticket.
- Enter a letter M-Z to represent a shipping method to print on the invoice.
- Type in the message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 1 ║
║ ║
║ ║
║ ║
║ Message Type: 1 Adding new messages. ║
║ Message: ║
║ ║
║ ║
║ Hit ESC to return to account, F2 to save (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- Press F2 to save the message.
- Press Escape to exit.
Below is an example of an account message as it appears in the layout screen.
╔═══════════════════════════════Tray & Acct.═══════════════════════════════╗
║ Tray Number: 8642 ║
║ Date Needed: 12/12/2011 Time Needed: 14 ║
║ Acct No.:[20 ] Acct Name: ║
║ Ship to Code: Ship to: ║
║ Invoice No.: Patient Name: ║
║ ║
╚══════════════════════════════════════════════════════════════════════════╝
╔════════════════════════════ Account Information ════════════════════════════╗
║ ║
║ test account message ║
║ ║
╚═════════════════════════════════════════════════════════════════════════════╝
Edit or Delete Account Messages
- Type E to edit or D to delete an account message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 20 ║
║ ║
║ ║
║ ║
║ Message Type: 1 ║
║ Message: test account message ║
║ Edit or Delete this message (E/D) E ║
║ ║
║ Hit ESC to return to account (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- If E is selected the program will enter Edit mode allowing you to change the Account Message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 20 ║
║ ║
║ ║
║ ║
║ Message Type: 1 Editing existing message. ║
║ Message: test account message ║
║ ║
║ ║
║ Hit ESC to return to account, F2 to save (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- If D is selected the Account Message will be deleted.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 20 ║
║ Message deleted ║
║ ║
║ ║
║ Message Type: ║
║ ║
║ ║
║ ║
║ Hit ESC to return to Account entry (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
Step 3 - Setup couriers in Account Messages
Set up the couriers in account messages. The available codes are M through Z. (capitol letters)
From the Optifacts main menu:
Type 3 - Editor Utilities and press enter.
Type 6 - Configuration Editor and press enter.
Type 1 - Edit Account Messages and press enter.
The Account Messages screen displays.
- Enter account number 0 (zero) and press enter.
The following screen displays.
- Enter a letter M-Z to represent a shipping method to print on the invoice. This will correspond to the miscellaneous code number 3 in the customer edit for ship to. This message can be up to 20 characters. This prints at the bottom of the ship to box, several lines below the patient name.
If you are adding a new entry, you will see a message "Adding new message"
- Type the Courier message.
- Press F2 to save the entry.
The screen displays "New message added"
If you are editing an existing entry, you will see a message "Edit or Delete this message (E/D)
- Type E to edit the entry.
- Type D to delete the entry.
- Make any necessary changes.
- Press F2 to save the data.
Step 4 - Assign courier to accounts
Assign the accounts to the appropriate Courier Code in the Ship to addresses.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database Editor and press enter.
Type 5 – Add/Edit Ship To and press enter.
The Customer Database Modifications screen will display.
- Type the Company code and press enter.
- Type the Branch code and press enter.
- Type the Sales Territory code and press enter.
- Type the applicable Ship To code and press enter.
The following screen will display.
- Courier (M-Z): Type the letter which will correspond to the shipping method set up in the account message editor and press enter. The corresponding message prints at the bottom of the Ship to box below the patient name.
Is this data correct (Y/N)?
- Type Y to save the data.
- Type N to edit the entry.