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Table of Contents

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Introduction

This document provides instructions for setting up the Lab General Configuration table.

There are

The Lab General Configuration table is one of several primary configuration tables involved in the lab setup. Each one handles a small part of the overall laboratory process control. If a field does not require a change,

just

use the default setting provided.

Procedure

Lab General Configuration

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.Type

6 Select Option 6 – Configuration Editor and press enterEnter.

Type 4 Select Option 4 –Edit Lab General Configuration and press enterEnter.

The Lab General Configuration screen displaysis displayed.Image Removed

Image Added

Enter all the information using the guidelines listed in the following table:
Press F2 to save the data.
Press Escape to discard the changes.

Field Definitions

Field Name	Definition
Enable Recall	Enter

Y

“Y” to save all jobs and enable recall

to change blank infoIf active (Y) then all jobs are saved and available for recall at Layout

at Order Entry.
Continuous Inv	Enter

Y

“Y” to print

invoices on continuous forms (N for drop in)If (Y) then

invoices

are expected to be

on continuous forms (tractor feed).

If (N) then prints as Sets the auto invoicing sequencing. Possible choices are: (L) for Layout, (S) for Stock, (1) for both

Enter “N” for drop-in (prints individual sheets).

Auto Invoice #

To set the auto invoice sequence.

3: L)ayout, S)tock, 1)Both w/1 grp, 2)Both w/2 grps, N)o

This setting sets the auto invoicing sequencing.

“L” Layout
“S” Stock
“1” Both Layout and Stock using one group

, (2) for

“2” Layout and Stock using two groups

, and (N) for neither.

“N” Neither
Ship To Label	Enter

Y

“Y” to print a ship to Label on the bottom of continuous invoices.
Drop-in Lines Down	Enter the number of lines to skip down

on drop in invoices to print areaNumber of lines down

to begin printing on

invoice. For

drop-in for dot-matrix printer alignment.
Drop-in Col. Over	Enter the number of columns to skip over to begin printing on drop-in invoices

to print areaNumber of columns over to begin printing on invoice. For

for dot-matrix printer alignment.
Enable Lens Usage	Enter

Y

“Y” to save all lenses in the lens usage

database

database.

*** No longer used, leave it set to

N

“N” ***
Enable Rx Saving	Enter

Y

“Y” to save all jobs in the Rx database

*** No longer used, leave it set to

N

“N” ***
Enable Frame Usage	Enter

Y

“Y” to save all frame info (including color and temples) in the database.

*** Consult with Optifacts support before setting to

Y

“Y” ***
Invent Enable	Enter

enable

Y/N

for

– “Y” enables the Inventory package
Track Enable	Enter

enable

Y/N

for

– “Y” enables the Track package
TT Fax Enable	Enter

enable

Y/N

for

– “Y” enables the Tray Track Fax package

Must

*Note: You must have Track Enable active to enable this setting.*
Gerber Enable	Enter

enable

Y/N

for

– “Y” enables the Gerber Generator package

This setting sets the system to send data to Gerber devices.

Important

Note

: Leave the setting Gerber Enable set to

(Y)

“Y.” It is vital that this switch equal

(Y)

“Y,” even if the lab does not use Gerber equipment. Certain internal events, for interface files, are triggered by this. Primarily, the

‘X

“X-MIT TO GENERATOR” lite-up is automatically

active

activated, only if this switch is

(Y)

“Y.”
Coburn Enable	Enter

enable

Y/N

for

– “Y” enables the Coburn Generator package

This set

Enabling this sets the system to send data to Coburn devices.
BL Sel Enable	Enter

enable

Y/N

for

– “Y” enables the Blank Selection package.

In order to

To run Blank Selection, you must enable the module with this option. Turning this option on

will alter

alters the

Layout program

Order entry program prompting for operator information.

Layout

Order Entry will no longer prompt for Manufacturer, Diameter, or

base curve

Base Curve of lenses on each Rx.

Layout

Order entry operators

will

have less entry work to do, and their jobs per hour

will

increase.
Layout Enable	Enter

enable

Y/N

for

– “Y” enables the Layout Calculation package
Price Enable	Enter

enable

Y/N

for

– “Y” enables the Pricing package
AR/Trans Enable	Enter

enable

Y/N

for Accounts

– “Y” enables the Accounts Receivable package,

T

enter “T” for Transfer Site
Trace Enable	Enter

enable

Y/N

for

– “Y” enables the Frame Trace package
Trc Prt (none)	Enter the device port (such as tty2a) that has a Coburn frame tracer

on itTo enable Stock Quantity Break. Choices are: (L) for lenses, (C) for contacts, (B) for both lenses and contacts, (T) for total or (N) for neither mix and match. A (F) will force a break.

.

St Qty Break

Enter L)ens, C)ontact, B)oth, T)otal or N)either for mix & match, or F)orce

Enables Stock Quantity Break.

”L” Lenses
“C” Contacts
“B” Both Lenses and Contacts
“T” Total
“N” Neither, mix and match
“F” Forces a break

Price Marked FA

Enter

Y

“Y” to price frame A oversize on marked A

If

(Y) then oversize

“Y,” then Oversize pricing is based on the

true ‘A’

True “A” size as opposed to pricing by the marked size.
Prompt Misc Blk OK	Enter

Y

“Y” to prompt operator

,

is

misc. blank info okay

Misc. Blank info, OK?

If active

(Y) and

“Y,” and the operator enters miscellaneous blank information (from other settings), this

will prompt

prompts the operator to acknowledge entry.
Prompt Insert Inv	Enter

Y

“Y” to prompt the operator to insert the invoice and press return.

If active

(Y)

“Y,” the system pauses at the end of each Rx Entry and asks the operator to insert the paper for printing. Logically, since printers use stacked paper, setting this to

(Y) just

“Y” allows the operator an additional chance to edit the Rx before committing and clearing the entry screen.
Show Comp Lens Thick	Enter

Y

“Y” to show the computed lens

min. Thickness in blank window

minimum thickness in the Blank window.

If set to

(Y)

“Y,” the entry screen

will display

displays a window showing the computed minimum thickness of the lenses for the job.
Calcs Remove Trace	Enter

Y

“Y” to have the calculation module remove the frame trace file.

If active,

once

and a

tracing

trace is attached to a

good

valid job

(

in

process)

progress, then the tracing

is

gets removed from the trace file.
Uncuts use Trc Data	Enter

Y

“Y” to have uncut jobs use

trace

traced frame data.

If active, uncut work can use traced frame data for calculation of the Rx.

Skip Traced Name

Enter

Y

“Y” to skip entering frame name on traced jobs.

If active,

(Y)

“Y,” the entry screen

will not

won”t force typing of a frame name on a tracing.

Save Lay/Stk Adt

Enter what you want saved for audit trails: B)oth, L)ayout, S)tock, N)one

This setting determines what

is

gets saved in the Audit Trail.

Possible choices are: (B) for both Layout and Stock, (L) for Layout only and (N) for neither (

”B” Both
“L” Layout
“S” Stock
“N” None (no audit trail)

.


Prompt for Act/Hold	Enter

Y

“Y” to prompt the operator

for

to set the statements to run on Active, Hold, or Both

Prompt for various statement run types. (A) for active, (H) for hold and (B) for both.

.

”A” Active
“H” Hold
“B” Both

Stmts Default A/H/B

Enter default Active, Hold or Both for running statements

Type of statements to run (A) for active, (H) for hold and (B) for both.

“A” Active
“H” Hold
“B” Both

Set Hold to S

If

updating on hold invoices, enter Y to

set

hold code to S for WIP to workIf set to (Y)

to “Y” sets hold code to “S” for WIP work when updating on –hold invoices.
Stmt Prt Inv Tax	If

doing tax on invoice, enter Y to print tax total on statement trailerIf system is set to “Tax on Invoice” setting this to (Y) will print

the system setting is “Tax on Invoice,” setting this to “Y” prints the total tax amount on the statement.

Stmt Prt Post

Enter Y to print the postage totals on the statement trailer

If set to

(Y)

“Y,” the system

will print

prints the postage totals on the statement.

Stmt Prt Frame

Enter Y to print the frame totals on the statement trailer

If set to

(Y)

“Y,” the system

will print

prints the frame totals on the statement.

Stmt Dsc Tax

Enter Y to compute statement discounts on tax amount also

If active

(Y) and taxing is used, this will compute statement discounts

“Y” and taxes are to apply, this computes statement discounts, including the tax amounts.

Stmt Dsc Post

Enter Y to compute statement discounts on postage amount also

Similar to Stmt Dsc Tax, if active

(Y) this will compute

“Y,” computes statement discounts, including the postage amounts.

Stmt Dsx Frame

Enter Y to compute statement discounts on frame amount also

Related to Stmt Dsc Tax and Stmt Dsc Post, when active

(Y) will include

“Y” includes the frame dollar amounts as discountable on statement discount calculation.
Run Opti Base	Enter

N

“N” run

normally will

Normally with all entered config values used.

Y

“Y” is base.

*** NEVER SET THIS TO

(Y). This will circumvent

“Y.” ***

This setting circumvents the program enhancements in use and

revert

reverts the software

back

to its basic, default state.
USA Tax	Enter

Y

“Y” to do tax for the United States.

N will do

Setting this to “N” does tax for Canada
Prt Co on Inv	Enter

Y

“Y” to print the Company name and address on top of the invoice.
Prt Co on Stk	Enter

Y

“Y” to print the Company name and address on top of the stock invoice.
Pt Co on Stmt	Enter

Y

“Y” to print the Company name and address on top of the statement.
Prt Stmt Stub	Enter

Y

“Y” to print the statement stub identifiers:

N if they are preprinted

“N” if pre-printed.
Inv Item Rnd	Enter the number of cents to round invoice items to, from 1 through 10.
Min Serv 0.00	Enter the minimum service charge on statements

,

for customers that get charged.

Prt Stk Chng

If blank selection adds

Blank Selection STK, Y=prnt style w/ST, N=prnt org. S=prnt as SF always

If

blank selection

Blank Selection (during Rx entry) selects a stock lens as a viable choice and this setting is

set to (Y) will print

“Y” prints both the finished and semi-finished choice on the work ticket. If set to

(N) will

“N,” print the original (best) choice only and, if set to

(S) will

“S,” print only the semi-finished selection on the work ticket.

When Order Entry enters a semi-finished style

is entered in order entry, blank selection

, Blank Selection may alter the style to

stock

Stock. If this happens, this option allows you to specify if the invoice should print the style with the ST suffix and if Stock should

printer

print after the style description, in the special instructions box. Enter

Y

“Y” to print the style with ST and description with Stock.

enter N

Enter “N” to print the style and description as semi-finished. Enter S to always print stock styles as semi-finished, regardless of manual or

blank selection

Blank Selection. Note

that if

: If the invoice

is printed

prints as a semi-finished, a base curve

will be

*is calculated and printed based on the power of the job*
Pre Stk Chng	If

blank selection

Blank Selection adds STOCK to style,

enter Y

Enter “Y” to price style w/ST,

N

“N” to price as

originally

initially entered. When a semi-finished style

is

gets entered in

layout, blank selection

order entry, Blank Selection may alter the style to stock. If this happens, this option allows you to specify if the job should be priced as a stock lens or as a semi-finished lens (as the operator entered it). Enter

Y

“Y” to price the job as a stock lens. Enter

N

“N” to price the job as a semi-finished.

In conjunction with Prt Stk Chng setting this to

(Y) will price

“Y,” prices the job using the stock lens selected (if applicable)

. Setting to (N) will

, set to “N” prices based on the best choice only.
O/A Levels	Enter the number of Override/Add-on price list levels to allow

. Values between 1 and 10 are acceptable.
Save Sls Anl	Enter the number of months to save sales analysis info

(0 to not save)

. Set to zero (0) if no save is needed. Otherwise, a value of 1 to 99 is allowed.
Prc Edit Sze	Enter the total field size (7-19) for

pricing editor

the Pricing Editor price list fields

Acceptable

. The acceptable range is 7 through 19.
Use 132 Coln	Allow 132 column mode for V0t100, or N)one
Ck Dup Tray	Enter

Y

“Y” to check for duplicate Tray numbers in A.R.

Set to

(Y)

“Y” to check for duplicate tray number use in the AR system. A setting of

(N) will allow

“N” allows duplicate tray numbers.

NOTE

Note:

this

This has no impact on tray numbers used in production. In production, there are no duplicate tray numbers allowed.

Tray Only

#’s

#”s

Enter

Y

“Y” to allow

only

only numbers for the tray,

N

set to “N” to allow all characters.
Tray Ck Char	Enter

D

“D” to compute a number check digit for trays.

N

”N” for no check digit
Inv @ Mail-out	Enter

Y

“Y” to print invoices at mail-out,

N

“N” to print invoices

when job enteredFor determining

at the time of job entry.

Invnt Verify

Y: inventory as verify (W forces Work Tickets) N to decrement at layout

To determine how the system handles the decrementing of lens inventory.

Possible choices are: (Y)

”Y” to decrement at the verification screen

, (W)

“W” to decrement at verification and allow forcing of lenses

, and (N) if neither is used

“N” if neither used

Works with the Pick Tickets setting below: Verify is set to “N” or “W”, the Pick Tickets need to be set to “N” in order to create the interface files for the equipment.

Pick Tickets

Pick tickets

Laser (L),

“L” Laser
“B” Basic dot matrix printer

(B) or Neither (N)

“N” Neither

Works with the Invnt Verify setting above: Verify is set to “N” or “W”, the Pick Tickets need to be set to “N” in order to create the interface files for the equipment.

Prnt ST & SF

Enter

Y

“Y” to print both stock and semi-finished choices on work tickets

Ignore Lead 0

Enter Y to ignore the tray’s leading zeros. Enter N to read them

Set to

(Y)

“Y” would strip any leading zeros from stored tray numbers, and if the tray bar code contained zeros, they would not match at any scanning station.

Set to (N)

Setting this to “N,” the system fills the field with zeros all spaces left of the tray number.
Intermec Rdr	Enter

Y

“Y” if using Intermec readers, enter

N

“N” if using Worthington.
Days Needed	Enter the default number of days needed for Tray Track

. Relative to work turn-around time.
Time Needed	Enter the default time needed for Tray Track

Using

using the military format to enter the time of day that the workday

is considered over

ends. This setting determines when the day end occurs.
Save Trk Hst	Enter the number of months to save Tray Track History

. Acceptable range from 1 to 99 months.
Save Mailed	Enter the number of days to save mailed Track jobs

. Acceptable range from 1 to 99 days.
Stk Upd Track	Enter

Y if stock pricing should update Tray TrackIf stock orders are to be included

“Y” to include stock orders in tray track history

set this to (Y)

.

Stk on Hold

Enter Y to put stock pricing invoices on hold. N to auto mail out

If set to

(Y)

“Y,” stock orders are not automatically shipped when

entry

Order Entry is

completed

complete.

Set to (N)

If set to “N,” the system

will

automatically

ship

ships (mail-out) the order when

entry is concluded.

Order Entry concludes.

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Versions Compared

Old Version 16

New Version Current

Key

Introduction

Procedure

Lab General Configuration

Field Definitions

Page Comparison

Versions Compared

Old Version 16

New Version Current

Key

Introduction

Procedure

Lab General Configuration

Field Definitions