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Table of Contents (on this page)
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Introduction
This document provides instructions for setting up the configuration to calculate the Estimated Delivery Date with courier closing using fixed bin instead of courier name.
Procedure
Custom Configurations
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 –Configuration Editor and press enter.
Type 6 – Edit Custom Configuration and press enter
The Custom Configuration Editor displays
Press Q to Query to ensure that the table below exists.
If the table does not exist:
Type A to add a new record.
Enter all the information as shown below.
Press Escape to save the data.
Type E to exit.
EDD Calc in Hours (Optional)
Estimated Delivery Date can be calculated either by hours or by days. The default is days. Enabling this configuration would instead use hours.
Fixed Bin Custom Configuration (Optional)
The following Custom Configuration is used to force the use of fixed bin instead of courier name.
Note: If using fixed bins, then a Customer Database Modification is needed. This is described further into this document.
Store EDD date as the Date Needed (Optional)
The following Custom Configuration is used to store the EDD date as the Date Needed date and is not applicable to all labs. The Date Needed can be the date the customer needs it if the order entry operator enters it that way. EDD is the date the lab expects to deliver it.
EDD Debug (Optional)
The following Custom Configuration is used for the lab to trigger the EDD debug to print in the demon log for support to view without having to restart the ofdemons. Should only be enabled as needed then disabled again.
Calendar Dates
Calendar Dates are used to indicate what are considered both working days and working hours for the lab.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 13 – Estimated Delivery Date and press enter.
Type 1 – EDD Editor Menu and press enter.Fixed Bin Custom Configuration (Optional)
The following Custom Configuration is used to force the use of fixed bin instead of courier name.
Note: If using fixed bins, then a Customer Database Modification is needed. This is described further into this document.
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If your lab is using fixed bins then you must update the customer accounts. The Fixed Bin number is set in the Customer Database Editor under Account.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter to display the Editor Utilities menu.
Type 1 – Customer Database Editor and press enter to display the Customer Database Editor menu.
Type 4 – Add/Edit Account and press enter.
Fill in the Company code, Branch code, Sales Territory code and Account number. Press enter after the account number.
The Account information displays on screen.
Press enter until you reach the Fixed Bin # field.
Type the bin number and continue to press enter past all fields.
Is the data correct (Y/N)?
Type Y if correct and save the data
Or, type N to edit.
Press Escape 4 times to exit.
Calendar Dates
Calendar Dates are used to indicate what are considered both working days and working hours for the lab.
Note: The Calendar set up must be repeated for each month of the year and also any future dates.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 13 – Estimated Delivery Date and press enter.
Type 1 – EDD Editor Menu and press enter.
Type 1 - Calendar Dates and press enter.
The Add/Edit Calendar screen displays.
- The year will be populated with the current year.
- System ID - Optional
- Press the enter key to move to the applicable month.
- Type S to select the month and press enter.
The following screen displays.
Option 1
- Type “Y” to set all days of the month to working days.
- Type “N” to change the date from Worked to Non-Worked and press enter.
- Type the Beginning Time and press enter.
- Type the Ending Time and press enter.
- Use the Down arrow key to move to the next date.
- Repeat the process for each day of the month.
- Press escape to save the data.
Option 2
- Type “N” to set all days of the month as non-working days.
- Type “Y” to change the date from Non-Worked to Worked and press enter.
- Type the Beginning Time and press enter.
- Type the Ending Time and press enter.
- Use the Down arrow key to move to the next date.
- Repeat the process for each day of the month
- Press escape to save the data.
Option 3
- Type “H” to set all days of the month to half working days.
- Type “N” to change the date from Worked to Non-Worked and press enter.
- Type the Beginning Time and press enter.
- Type the Ending Time and press enter.
- Use the Down arrow key to move to the next date.
- Repeat the process for each day of the month.
- Press escape to save the data.
EDD Account Cut-off Times
Account Cut-Off Times are the time of day that if a new order comes in after it, an extra day will be added to the Estimated Delivery Date.
Note: A cut-off time must be set for either account ‘0’ for all accounts or the specific account in order for the estimated delivery date to be calculated.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 13 – Estimated Delivery Date and press enter.
Type 1 – EDD Editor Menu and press enter.
Type 2 - Account Cut-off Times and press enter.
The Add/Edit Account Cut-off Times screen displays.
- System ID - Optional
- Enter the priority number and press enter
- Type in the account number (or account ‘0’ for all accounts) for the account you wish to calculate the estimated delivery date and indicate a cut-off time.
- Type in the Bill-to/Ship-to code (B for Bill-to, S for Ship-to).
- Type in the Ship-to code for the cut-off time (only used if not account ‘0’). This can be used to indicate different cut-off times between account ship-to addresses.
- Type in the cut-off time in 24 hour format including hours, minutes and seconds with no separators. So, 4:30 pm would be indicated as “163000”.
- Press Enter and the program will give an acceptance message, pause, and then return to the Account Number prompt.
Courier Setup
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 Message Configuration screen displays.
Enter account 0 for a global message and press enter. If it is a message for a specific account, then enter the account number.
Note: If adding, editing or deleting a courier code (M-Z), you must enter 0.
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.
Adding new messages displays.
Type the message.
Press F2 to save the entry.
The screen displays "New message added"
EDD Courier Pick Up Time
Enter the Fixed Bin number in the Courier Pick-Up Times menu with the last pick-up time of the day for that fixed bin or zone.Time is for the time the courier will pick up the order. Any job expected after the pick up time will have 1 day added to the time.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter to display the Editor Utilities menu.
Type 13 – Estimated Delivery Date and press enter to display the Estimated Delivery Date menu.
Type 1 – EDD Editor Menu and press enter.
Type 3 – Courier Pick-Up Times and press enter.
The Add/Edit Courier Pick-up Time screen displays.
Type the Fixed Bin or Zone number and press enter.Type in the exact same wording for the courier as entered in Account Messages
Type in the pick-up time in 24 hour format including hours, minutes and seconds with no separators. So, 4:30 pm would be indicated as “163000”.
Press enter . The and the program will give an acceptance message, pause, and then return to the Courier Name prompt.
- Press escape to exit.
EDD Lite-ups Table
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