System Settings - Inventory

FTP return E-mail address - When a lens purchase order is electronically transmitted to Opticom or the lens vendor, this is the e-mail address to which the order confirmation email will be sent by the lens vendor (or Opticom).

Inventory cost method - This field allows the lab to set one of two different costing methods. The selections available are:

• Standard - The cost of a lens on an order will be the standard or replacement cost of the lens.

• Average - The cost of a lens on an order will be the average cost of the item. This differs from standard or replacement cost in that the average is re-calculated each time lenses are received with a different cost.

Months of history for Min/Max - This setting controls how many months of history will be used when recalculating the in/max inventory values. Allowable range 2 - 12.

Cap EOQ trend forecast at % if real sales this month - if set to a non-zero number, the demand forecast by the EOQ calculation cannot differ from the usage this month by more than that percentage. For example, if the lab used 100 blanks this month and this settings is 25 then the forecast demand will never be more than 125 or less than 75 no matter what the overall trend is.

Lens Inventory updated - This setting controls when lens inventory is actually relieved for orders. The selections available are:

• Lens Pick - Relieves lens inventory at time of lens pick. When an order is entered, lenses required will be allocated, and then moved to “in-process” once the lenses are picked and placed into the tray.

• Order Entry - Relieves lens inventory at time of order entry. When the order is entered, lenses will be moved to “in-process”, and allocated will not be used. This will require the lab to ensure all lenses destined for trays are physically picked and placed into trays before doing a physical count.

Allow SPC lenses at Lenses On Order - Note, this flag only has effect if using “Lens Inventory Updated” at “Lens Pick”.

By default, stocked and special-order lenses are allocated when orders are first processed, so that special order lenses get ordered.

In some cases, this behaviour is not desired for special order lenses. One example is when orders are received that are waiting for frames; the lab desires not to order special-order lenses until the frame is received.

When this option is checked, special-order lenses will be allocated only when the order is scanned to a job station marked as “Lens on Order” in the “Identifier”. Thus, orders using special-order lenses will not be allocated, and therefore not placed on a purchase order, until the order is scanned to this type of job station.

Lens pick verify - When checked, this setting will activate the lens pick verification function. This allows the lab to verify that the lenses placed in the job tray are the lenses required for the job.

Tray number size for Pick verification - This field lets Rx-Universe know the tray number barcode length that is being used. This should normally be set to “5” unless the lab is using left/right tray numbers codes for the LOH work tickets. When using LOH tray numbers, set this field to “6”.

# of months to keep Inventory transactions - This setting controls the number of months that inventory transactions will be kept on the system. Allowable range 1 - 99.

Allocate Inventory for Unvalid Orders - This setting controls whether inventory (lenses and frames) is allocated for unvalid orders. This option is only available when using Lens Pick.

Automatically turn on lenses:

• When downloading new Semi-Fin products - When checked, this will automatically turn on the lenses when you download new semi-finished products from the Lens Update function.

• When downloading new Finished products - When checked, this will automatically turn on the lenses when you download new finished products from the Lens Update function.

Allow “Receive All” while receiving lenses - When checked, this will let the “Receive all” button to be active while in the Receive lenses program. The button activation can be limited depending on the vendor and controlled in the manufacturer maintenance program.

Use Enhanced Breakage - When checked, the breakage functions within Rx-Universe will no longer be accessible so you should use the new breakage in Rx-Workstations. This means you are now able to post breakages on jobs using items you don’t carry on your inventory.

Allow partial picking - When checked, this will allow an order to pick a lens or frame without having to pick all the items for the order.

If only the right lens is available, that lens can be picked and placed in the tray while the order waits for the left lens to be received from the vendor. This allows the lab to “hold” a lens for a job while waiting for the other lens to be received. The same with regards to frames or frame parts.

Purchase Orders:

• Use alternate items - This setting is used when auto-generating purchase orders. When checked, the purchase order creation process will verify alternate item quantities before placing the item being processed on the purchase order. This field is used in conjunction with the “Finished diameter difference” and “Semi-finished diameter difference” fields.

• Finished Diameter Diff. for alt-items - Used in conjunction with the “Use alternate items” setting, the value in this field controls the difference in diameter for an alternate finished lens to be considered when checking available quantities.

• Semi-Fin Diam Diff. for alt items - Used in conjunction with the “Use alternate items” setting, the value in this field controls the difference in diameter for an alternate semi-finished lens to be considered when checking available quantities.

Printed PO sort order - This setting controls the sort order of items on a purchase order. The selections available are:

• Regular Order - This sorting order is manufacturer, Fin/Semi-Fin, Material, Lens style, Seg width, Base/sphere, Add/cyl, Upper add.

• Diameter Order - This sorting order gives lens diameter a higher priority than the Seg width.

• Diameter/Treat/Tint order - The sorting order gives higher priority to diameter, pre-treatment, tint over Base/sphere, Add/cy; & Upper add.

Ordering days multiplier - These fields supply the number of days to order supplies for, depending on the day of the week that a PO is created on.

Example: On Monday, Tuesday and Wednesday, you may order a one day supply, but on Thursday, you may order 3 days supply to ensure that there will be enough stock to get you through the weekend.

Use passive FTP - If checked, will use passive ftp (instead of active ftp) to send orders to Opticom. This should be used when firewall restrictions do not allow active ftp to be used.

Use Separate Line for Right/Left items - The default value is unchecked. Once checked, the system will generate the report for PO separating the Left and Right lines.

Allow deleted orders in lens waiting for PO report - When checked, any orders that were flagged as deleted will be included in the Jobs waiting for lenses from PO report. The deleted orders selected will be based on a date range determined by the “No of days for deleted orders to be included on report” field. The deleted order receive date is compared to the date determined by the “No days” field which is subtracted from the current date.

Note that this field is disabled if the “System Settings - Orders1” tab field “Enter reason code when deleting order” flag is un-checked.

No of days for deleted orders to be included on report - Enter the number of days that will be used to calculate the cutoff date for the deleted order on the “Jobs waiting for lens from PO” report. This number is subtracted from the current date to determine the date used for checking deleted orders.

Frame Inventory:

• Server - This is the name or IP address of the Rx-Universe Frame Inventory server.

• Port - This is the name or IP address of the Rx-Universe Frame Inventory port.

• Frame Inventory uses SSL - When checked, calls to the frame inventory will use “HTTPS”. When unchecked, calls to frame inventory will use “HTTP”.

• Frame pick verify - When checked, this setting will activate the Frame pick verification function. This allows the lab to verify that the frame placed in the job tray is the frame required for the job.

• Do frame pick with lens pick -

• Frame parts pick verify - When checked, this setting will activate the frame part and side shield pick verification function. This allows the lab to verify that the frame part and side shield placed in the job tray are the ones required for the job.

• Frame Inventory updated - This setting controls when frame inventory is actually relieved for orders. The selections available are:

• Allocate Frame Inventory for Unvalid Orders - This setting controls whether frame inventory is allocated for unvalid orders. This option is only available when frame inventory is updated at Frame Pick.

• Frame Parts Inventory updated - This setting controls when frame part and side shield inventory is actually relieved for orders. The selections available are:

• Allocate Frame Parts Inventory for Unvalid Orders - This setting controls whether frame part inventory is allocated for unvalid orders. This option is only available when frame parts are updated at Frame Parts Pick.

Miscellaneous Inventory:

• Miscellaneous pick verify - When checked, this setting will activate the Miscellaneous parts pick verification function. This allows the lab to verify that the miscellaneous parts placed in the job tray are the ones required for the job.

• Verify at time of frame pick - When checked, the miscellaneous inventory picking can be done at the same time as the frame picking. A lab could check this if the miscellaneous inventory is placed in the tray at the same time as the frame.

• Miscellaneous Inventory - This setting controls when miscellaneous inventory is actually relieved for orders. The selections available are:

• Allocate Miscellaneous Inventory for Unvalid Orders - This setting controls whether miscellaneous inventory is allocated for unvalid orders. This option is only available when miscellaneous items are updated at Miscellaneous Pick.