Retail Transfer - Job Status Setup

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Introduction

This document provides instructions for configuring the WIP Fax/E-mail Report sending times.

Procedure

From the Optifacts main menu:

Select Option 11 – Retail Transfer and press Enter.

Select Option 7 - Editor: Job Status Set-up and press Enter.

The TNT E-mail Options screen is displayed.

Add a New Record

  • Press “A” to add a new record.
  • Enter all the applicable data by pressing Enter past each field. 

Account Code - Enter “0” for all accounts or enter a specific account number.

The number must be right-justified. A correct example would be [   123], and an incorrect example would be [123   ].

Module Name - Enter the module name to report: (L: Lookup, S: Statement, or B: Both)

VE Web Number - Vision-Ease Web Assignment Number (Call Optifacts to obtain this number)

Show Notes - Enter “Y” to include Notes in Job Status reporting.

Show History - Enter “Y” to include Job History in Job Status reporting.

Show Delays/Breakage (D/B/E/N) - Show History in red: “D” for Delays, “B” for Breakage, “E” for Either, “N” for none.

Show Invoices -  Display Invoices in L: Lookup, S: Statements, E: Either, N: none.

Days of Mailout - Number of days to include for mailed or canceled jobs.

Begin Time - Enter 0 if No Sending on this Day. Use 24-hour clock (e.g. 1630 is 4:30PM).

End Time - Enter Time to stop sending. Use 24-hour clock (e.g. 1630 is 4:30PM).

Minutes Between Transfers - Interval between sends in minutes. Enter 0 to only transmit once this day.

  • Press Escape to save the data.
  • Press “ctrl-c” to exit without saving the data.

Edit an Existing Record

  • Press “Q” to Query. 
  • Enter the relevant details using the fields provided and press Escape.

The specified data displays on the screen. 

  • Press “U” to update the data.
  • Make any necessary changes.
  • Press Escape to save the data.
  • Press “ctrl-c” to exit without saving.
  • Press “E” to exit and return to the Retail Transfer menu.

Examples:

The following set up sends a job status fax report to account 42230 Monday to Friday at 10:30 AM and another at 4:30 pm. The Begin Time indicates the first report's time to be sent. With an interval of 360 minutes before it is sent again at 4:30 pm. The End Time indicates that no report gets generated past 5:00 pm until 10:30 AM the next day.

The following set up sends a job status from lab to lab, which appears in Quick Lookup. The Begin Time indicates the first report's time to be sent at 1:00 AM with an interval of 2 minutes on Sunday through Saturday. The End Time indicates that no report gets generated between 12:00 AM, and 1:00 AM the next day.

The following set up sends a job status to VisionWeb. The Begin Time indicates the first report's time to be sent at 7:00 AM with an interval of 20 minutes on Sunday through Saturday. The end time indicates that no report gets generated after 11:00 pm until 7:00 AM the next day.

Report Example:



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Did you know?...
Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800)  678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.  

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