| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
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 Select Option 3 – Editor Utilities and press enterEnter.
Type 6 Select Option 6 –Configuration Editor and press enterEnter.
Type 6 Select Option 6 – Edit Custom Configuration and press enterEnter
The Custom Configuration Editor displays
Press "Q" to Query to ensure that the table below exists.
If the table does not exist:
Type Press "A" to add a new record.
Enter all the information as shown below.
Press Escape to save the data.
Type Press "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. 
Store EDD date as the Date
NeededNeeded (Optional)
The following Custom Configuration is used to store the EDD date as the Date Needed date and is does not applicable apply to all labs. The Date Needed can be the date when the customer needs it the job 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 restarting the ofdemons. Should It should only be enabled as needed then disabled again.
Fixed Bin Custom Configuration (Optional)
The following Custom Configuration is used to force the use of fixed bin instead of courier name.
| Info |
|---|
If using fixed bins, then a Customer Database Modification is needed |
, as described further |
in this document. |
| Anchor | ||||
|---|---|---|---|---|
|
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 Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 1 – Customer Database Editor and press enterEnter.
Type Select Option 4 – Add/Edit Account and press enterEnter.
Fill in the Company code, Branch code, Sales Territory code and , Account number. Press enter after the account number, and press Enter.
The Account information displays is displayed on the screen.
Press enter Enter until you reach the Fixed Bin # field.
Type the Enter the bin number and continue to press enter Enter past all fields.
Is the data correct (Y/N)?
Type Press "Y" if correct and save the data
Or, type press "N to " to edit.
Press Escape 4 times to exit.
Job Data Definition
The following Job Data Definition is required.
From the Optifacts main menu:
Select Option 3 – Editor Utilities and press Enter.
Select Option 6 – Configuration Editor and press Enter.
Select Option 7 – Edit Job Data Definitions and press Enter.
The Prompt Configuration for Miscellaneous Job-Related Data window is displayed.
- Press "A" to add a new record.
- Enter all the applicable data as shown below, pressing Enter past each field.
- Press Escape to save the data.
- Press "E" to exit.
EDD Calendar Dates
Calendar Dates are used to indicate what are is considered both working days and working hours for the lab.Note:
| Info |
|---|
The Calendar set up must be repeated for each month of the year and |
any future dates. |
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
Type Select Option 1 - Calendar Dates and press enterEnter.
The Add/Edit Calendar screen displaysis displayed.
The year
will beis populated with the current year.
- System ID - Optional
- Press the enter Enter key to move to the applicable month.
- Type S to select the month and press enterEnter.
The following screen displays.
Option 1
- Type Press “Y” to set all days of the month to working days.
- Type Press “N” to change the date from Worked to Non-Worked and press enterEnter.
- Type Enter the Beginning Time and press enter.Type
- Enter 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 Escape to save the data.
Option 2
- Type Press “N” to set all days of the month as non-working days.
- Type Press “Y” to change the date from Non-Worked to Worked and press enterEnter.
- Type Enter the Beginning Time and press enter.Type
- Enter 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 Escape to save the data.
Option 3
- Type Press “H” to set all days of the month to half working days.
- Type Press “N” to change the date from Worked to Non-Worked and press enterEnter.
- Type Enter the Beginning Time and press enter.Type
- Enter 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 Escape to save the data.
EDD Account Cut-off Times
Account Cut-Off Times are is the time of day that if a new order comes in. If an order comes in after itthe cut-off time, an extra day will be added to the Estimated Delivery Date.Note:
| Info |
|---|
A cut-off time must be set for either account ‘0’ for all accounts or the specific account |
for the estimated delivery date to be calculated. |
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
Type Select Option 2 - Account Cut-off Times and press enterEnter.
The Add/Edit Account Cut-off Times screen displays.
- System ID - Optional
- Enter the priority number and press enter
- Type in Enter 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 Enter the Bill-to/Ship-to code (B for Bill-to, S for Ship-to).
- Type in Enter 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 Enter the cut-off time in a 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
This Courier Setup only needs to be done if your couriers are not already setup set up for other processes.
From the Optifacts main menu:
Type Select Option 3 - Editor Utilities and press enterEnter.
Type Select Option 6 - Configuration Editor and press enterEnter.
Type Select Option 1 - Edit Account Messages and press enterEnter.
The Account Message Configuration screen displaysis displayed.
Enter account 0 for a global message and press enter. If it is a message for a specific account, then enter the account number.
| Info |
|---|
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 print on the invoice, this will correspond corresponds to the miscellaneous code number 3 in the customer edit for the 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's name.
"Adding new messages displays." is displayed.
Type Enter the message.
Press F2 to save the entry.
The screen displays "New message added"
EDD Courier Pick Up Time
Courier Pick-Up Time is for the time the courier will pick picks up the order. Any job expected after the pick-up time will have gets 1 day added to the time.
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
Type Select Option 3 – Courier Pick-Up Times and press enterEnter.
The Add/Edit Courier Pick-up Time screen displays.
- Type in Enter the exact same wording for the courier precisely as entered in Account Messages.
- System ID (Optional)
- 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 Enter and the program will give gives an acceptance message, pausepauses, and then return returns to the Courier Name prompt.
- Press escape Escape to exit.
EDD Lite-ups Table
The EDD Lite-Ups table is used to add time for specific lite-ups. This can be either by account and lite-up or just by lite-up for all accounts (account 0).Note:
| Info |
|---|
This time can be over-ridden by the Account Control Settings if the lite-up is entered there as well. |
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
Type Select Option 5 – Lite-ups Table and press enterEnter.
The Add/Edit Courier Pick-up Time screen displays.
- System ID (Optional)
- Type in the account number (or account ‘0’ for all accounts).
- Type in the ship-to code for the lite-up time (only used if not account ‘0’). This can be used to indicate table can indicate different lite-up times between account ship-to addresses , but is are not required and can be entered throughand bypassed by pressing Enter.
- Type in Enter the Num and Bit for the Lite-up for which you wish to add time for.
- To find the num and bit for the lite-up, go to Optifacts menu 11-14 and run the Pricing Options Available Report.
- Type in Enter the number of days (or hours, depending on the custom configuration) to add for the lite-up.
- Press enter Enter, and the program will give gives an acceptance message, pausepauses, and then return returns to the Account Number prompt.
- Press escape Escape to exit.
Group Tables
The Group Tables are the same as the ones used for job routing rules. The same group definitions can be used in both places without double entry. The priority number allows for the user to say which record takes priority over the others. That field in combination The priority field, combined with whatever is filled in below it, is used to match against the job and assign the Group Name Set for the style, material, color, and prescription.
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
- 6 Group Style Table
- 7 Group Material Table
- 8 Group Color Table
- 9 Group Rx Table
- Type Press "E" to exit.
EDD Account Control Table
The Account Control Table is used to indicate what type of job this is – a progressive lens can take more days to process than a single vision stock lens, for example. Each eye is calculated separately. If the job is a split and the value for each eye is different, the computer will select the largest time.
| Info |
|---|
Entries in this table can over-ride the time entered in the Lite-ups table if the lite-up num and bit are part of an entry in this table. |
Note:
The style, material, and color fields use both name sets and regular Optifacts codes. The |
program tries to find a group name set first, and if not there, then |
tries the regular Optifacts code. If that fails, it |
uses all Optifacts codes. An example is SV for Single Vision lens. The program looks for SV as a group name set, then it |
looks for SV code, and finally, it |
looks for all style codes. |
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 1 – EDD Editor Menu and press enterEnter.
Type Select Option 4 - Account Control Table and press enterEnter.
The Add/Edit Account Control screen displaysis displayed.
- Type in Enter the account number (or ‘0’ for all accounts) to make a control controlled entry.
- Type in Enter the ship-to code for the control (only used if not account ‘0’). This can be used to indicate different controllers between account ship-to addresses.
The following screen displays.
- Type in Enter the controls for the type of job it is here. The Priority number allows for the user to say which record takes priority over others. The highest number priority is matched against first. Once it finds a match, it looks if for any lite-ups are that may be in the record. If there are lite-ups in the entry , and the lite-up is turned on, it will override overrides the value from the edd_liteups table.
- This table is where you can use group name sets to identify the product.
- Enter all applicable data, pressing enter Enter past each field.
- Press enter Enter past the last field, and the program will give gives an acceptance message, pausepauses, and then return returns to the Account Number prompt.
- Press escape Escape to exit.
Entering a Job
From the Optifacts main menu:
Type Select Option 4 - Order Entry and press enterEnter.
- Enter a job as normal in Layout that fits the criteria for an entry in the edd_ctrl table as entered in the steps above. The Estimated Delivery Date will be is stored in the def_value field in the job_data table for the job with a def_name of “EDD DATE”DATE.” This date is only updated if the job is recalculated.
EDD Jobs Report
From the Optifacts main menu:
Type Select Option 3 – Editor Utilities and press enterEnter.
Type Select Option 13 – Estimated Delivery Date and press enterEnter.
Type Select Option 2 - EDD Report Menu and press enterEnter.
Type Select Option 6 - EDD Jobs Report and press enterEnter.
- Select your options from the EDD Report prompts screen.
- The report looks very similar to Quick Lookup. Use the arrow keys to scroll up or down to see all jobs on the screen that fit your criteria.
- Press the ‘M’ key "M" to see miscellaneous information about the job selected.
Other EDD Reports
Other EDD reports available from the EDD Report Menu.
- Calendar Dates Report
- Account Cut-Off Times Report
- Courier Pick Up Times Report
- Account Control Table Report
- Lite-Ups Table Report
To view and download these instructions as a PDF file, click on the following document image.
View file name Estimated Delivery Date (EDD) Setup, Process & Reports.pdf height 250