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Introduction
This document provides instructions for setting up custom configurations for XML Statements.
Procedure
Custom Configuration for XML Statements
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.
- Ensure that the table below exists.
If the table does not exist.
- Type A to add a new record.
- Enter all the information as per the example (s) below.
- Press escape to save the data.
- Type E to exit the screen.
XML Styled Statement
Enable this configuration to set the default style sheet.
Printer Routing Must be Setup for XML PROCESSOR
Optifacts menu 3-5
- Enter the data as shown in the following diagram.
XML Delivery Note/Invoice
Enabling this configuration outputs XML file for Invoice (Delivery Note).
XML Independent Statement Company Address
Enabling this custom configuration will allow for the labs to decide if the company address should print at the left-hand side on the top of the page instead of in the center. Enable the below custom configuration if the company address should print on the left (center is default).
Commercial Code on Invoice
Enable this to print the hpa_hcpc Commercial Code on Delivery Note/Invoice.
Commercial Code Description
Enable this to print the commercial code description on the combo ticket instead of hcpc_des.
Limit Total Invoice
Enable this to not print the itemizations in total of the xml invoice.
Invoice Print One Tax Line
Enable this to total all taxes in one line on invoice.
Character Setting to disable this option (used in Canada):
Postage Itemization Category
Configuration Required if Not Using “POSTAGE” as the Itemization Category for Delivery Charge/Postage
Printer Routing Must be Setup for XML PROCESSOR
Optifacts menu 3-5
- Enter the data as shown in the following diagram.
Aliasing on Invoice and Statement
Records Required for Aliasing on the Delivery Note/Invoice and Faktura/Statement (i.e. for “Marca” field)
From the Optifacts Main Menu
Type 3 – Editor Utilities and press enter.
Type 14 - Commercial Brand Editor and press enter.
Type 5 – CBT Invoice Mapping Editor and press enter.
The fields on the left side of the screen indicates the Optifacts system codes (how we enter the product) and the fields on the right indicates what it is replaced with on the Delivery Note/Invoice and Faktura/Statement.
Acct 0 indicates all accounts. A high Priority number will control which replacement (alias) is used first.
If a field is left blank it will print as setup in Optifacts.
Example:
If the manufacturer code for the lens used on a job is “S” and the lite-up with a num of 2 and bit of 12 is selected on the jobs, the Delivery Note/Invoice and Faktura/Statement will print “JILL TEST” as the manufacturer name.
Print Work Ticket Flags
Records Required for Work Ticket Flags to Print on Work Ticket and Delivery Note.
From the Optifacts main menu:
Type 5 – Report Generators and press enter.
Type 7 – Sales Analysis Reports and press enter.
Type 7 – Custom Report Options and press enter.
Type 2 – Pricing Options Editor and press enter.
The Report Options screen displays.
The WT COAT records will print on the Delivery Note/Invoice labels to indicate the type of anti-reflective coating applied based on lite-ups. These flags may also be used for the Work Ticket.
In the Report Identifier, we are looking for six specific text strings to indicate what area on the Work Ticket this information will print:
- WT COAT
- WT TINT
- WT UV
- WT REDO
- WT EDGE POLISH
- WT STOCK REPLENISH
For each, enter the pricing text you will use to trigger the flag and put what you want printed in the Report Group field. One lite-up can trigger more than one flag, but only one of each flag will print on the ticket.
Examples:
In this instance, if the “JILL LITEUP” lite-up is lit up for the job, “JILL COAT” will print in the Coating area on the Work Ticket and “JILL EDGE POLISH” will print in the Edge Polish Flag area on the Work Ticket. This allows the lab to say what they want to print where and when.
This will need to be set up at each of the labs with the appropriate lite-ups and text they want to print in each area.
