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Introduction

This document provides instructions for assigning a default Warehouse.

Procedure

Some processes, such as inventory reports or order entry, require a warehouse to be specified to process. Optifacts will default this warehouse based upon the ways shown below.

Job Data

The warehouse for a job gets stored as a job_data record. It gets assigned via the Job Data Triggers (menu options 3-6-8) and Commercial Brand Data Triggers (menu options 3-14-3).

Job Data Definition

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.

• Press “A” to add a record.
• Enter the applicable information.

• Press Escape to save the data.

Job Data Trigger

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 8 – Edit Job Data Triggers and press Enter.

• Press “A” to add a record.
• Enter the applicable information.

• Press Escape to save the data.

CBT Job Data Fields

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 14 – Commercial Brand Editor and press Enter.

Select Option 3 – CBT Job Data Fields Editor and press Enter.

• Press “A” to add a record.
• Enter the applicable information.

• Press Escape to save the data.

Minimum Warehouse for the Product

Suppose Optifacts does not find any previous ways to default a warehouse. In that case, we will find the minimum warehouse for the product (warehouse type of “B” or “P” for Parts/Instruments, warehouse type of “B” or “L” for Lenses) for the site. It is in Warehouse Configuration.

Optifacts main Menu Options:

• Select Option 3 – Editor Utilities and press Enter.
• Select Option 6 – Configuration Editor and press Enter.
• Select Option 21 – Warehouse Configuration and press Enter.

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