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Table of Contents (on this page)
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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- Select Option 3 – Editor Utilities and press
- Enter.
- Select Option 6 – Configuration Editor and press
- Enter.
- Select Option 6 – Edit Custom Configuration and press
- Enter.
The Custom Configuration Editor displays.
- Press Q “Q” to Query.
- Ensure that the table below exists.
If the table does not exist.:
- Type A Press “A” to add a new record.
- Enter all the information as per the example (s) below.
- Press escape Escape to save the data.
- Type E Press “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 allowallows for the
labslab to decide if the company address should print at the left-hand side
on thetop of the page instead of in the center. Enable the
belowcustom configuration below if the company address should print on the left (center is the 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 XML invoice.
Invoice Print One Tax Line
Enable this to total all taxes in one line on the invoice.
Character Setting to disable this option (used in Canada):
Postage Itemization Category
Configuration Required if Not 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 Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 14 - Commercial Brand Editor and press enterEnter.
Type Select Option 5 – CBT Invoice Mapping Editor and press enterEnter.
The fields on the left side of the screen indicates indicate the Optifacts system codes (how we enter the product), and the fields on the right indicates indicate what replaces it is replaced with on the Delivery Note/Invoice and Faktura/Statement.
Acct 0 “0” zero indicates all accounts. A high Priority number will control controls which replacement (alias) is gets used first.
If a field is left blank, it will print prints as setup in Optifacts.
Example, as shown below: If the manufacturer code for the lens used on a job is “S” “S,” and the lite-up with a num of 2 and bit of 12 is gets selected on the jobs, the Delivery Note/Invoice, and Faktura/Statement will print prints “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 Select Option 5 – Report Generators and press enterEnter.
Type Select Option 7 – Sales Analysis Reports and press enterEnter.
Type Select Option 7 – Custom Report Options and press enterEnter.
Type Select Option 2 – Pricing Options Editor and press enterEnter.
The Report Options screen displays.
The WT COAT records will print prints on the Delivery Note/Invoice labels to indicate the type of anti-reflective coating applied based on lite-ups. These flags may also be get 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 printprints:
- 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 to print in the Report Group field. One lite-up can trigger more than one flag, but only one of each flag will print prints on the ticket.
Examples: In this the following instance, if the “JILL LITEUP” lite-up is lit up on for the job, “JILL COAT” will print prints in the Coating area on the Work Ticket and “JILL EDGE POLISH” will print prints in the Edge Polish Flag area on the Work Ticket. This table 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 Each lab with the appropriate lite-ups and text they want to print in each area needs to set up this table.
To view and download these instructions as a PDF file, click on the following document image.
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