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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:

• 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” to Query.
• Ensure that the table below exists.

If the table does not exist:

• Press “A” to add a new record.
• Enter all the information as per the example (s) below.
• Press Escape to save the data.
• 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 allows for the lab to decide if the company address should print at the left-hand side top of the page instead of in the center. Enable the custom 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 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 Using “POSTAGE” as the Itemization Category for Delivery Charge/Postage.

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

Select Option 3 – Editor Utilities and press Enter.

Select Option 14 - Commercial Brand Editor and press Enter.

Select Option 5 – CBT Invoice Mapping Editor and press Enter.

The fields on the left side of the screen indicate the Optifacts system codes (how we enter the product), and the fields on the right indicate what replaces it on the Delivery Note/Invoice and Faktura/Statement.

Acct “0” zero indicates all accounts. A high Priority number controls which replacement (alias) gets used first.

If a field is left blank, it prints as setup in Optifacts.

Example, as shown below: If the manufacturer code for the lens used on a job is “S,” and the lite-up with num 2 and bit 12 gets selected on the jobs, the Delivery Note/Invoice, and Faktura/Statement 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:

Select Option 5 – Report Generators and press Enter.

Select Option 7 – Sales Analysis Reports and press Enter.

Select Option 7 – Custom Report Options and press Enter.

Select Option 2 – Pricing Options Editor and press Enter.

The Report Options screen displays.

The WT COAT records prints on the Delivery Note/Invoice labels to indicate the type of anti-reflective coating applied based on lite-ups. These flags may also 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 prints:

1. WT COAT
2. WT TINT
3. WT UV
4. WT REDO
5. WT EDGE POLISH
6. WT STOCK REPLENISH

For each, enter the pricing text you use to trigger the flag and put what you want to print in the Report Group field.  One lite-up can trigger more than one flag, but only one of each flag prints on the ticket. 

Examples: In the following instance, if the “JILL LITEUP” lite-up is on for the job, “JILL COAT” prints in the Coating area on the Work Ticket and “JILL EDGE POLISH” 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. 

Each lab with the lite-ups and text they want to print in each area needs to set up this table.

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