Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
The following procedure provides instructions for automating a process where you can select to be prompted for required information at various stages of a job in process.
Defining job data collection fields is a two-step process:
- Setting up the data collection fields (the information for which you are prompted);
- Defining the triggers that generate the prompts.
Before you begin, you MUST have already completed the procedure as outlined in the Defining Job Data Definitions document.
If the required information for which you wish to be prompted is tied to a lite-up, you must:
- Be sure the lite-up is already set up
- Be aware of the num and bit associated with the lite-up.
You will be required to enter this information during the process. Instructions for retrieving these numbers are provided in this document.
Procedure
Job Data Trigger Setup
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 8– Edit Job Data Triggers and press enter.
The Triggers to Cause Prompts for Miscellaneous Job Related Data window displays.
Field Definitions
| Field Name | Definitions |
|---|---|
| Account Number | Type the entry to identify whether all or a specific account is to prompt for required information as per the following guideline:
|
| Ship to Code | For accounts that have multiple ship to locations, use this field to specify the applicable location. |
| Lite-up (num) | If the required information to be prompted is associated to a lite-up, type the num and press enter. |
| Lite-up (bit) | If the required information to be prompted is associated to a lite-up, type the bit and press enter. |
| Lite-up On/Off |
|
| Account Segment | Type the Account Segment name or number and press enter. |
| Acct Sub Segment | Type the Account Sub-Segment name or number and press enter. |
| Sales Group | Type the Sales Group name or number and press enter. |
| Buying Group | Type the Buying Group name or number and press enter. |
| Chain Group | Type the Chain Group name or number and press enter. |
| Business Type | Type the Business Type name or number and press enter. |
| Field Name | Type the field name as defined in the Job Data Definition Editor and press enter. |
| Default Value | Type the default field value and press enter. (Optional) Example: Field Name: [SPECIFY BLOCK R ] |
- Press Escape to save the data.
- Type E to Exit.
Retrieving the num and bit for a lite-up option.
From the Optifacts main menu:
Type 11 – Retail Transfer and press enter.
Type 14 - Report: Price Options Available and press enter.
- Type S to view the report on screen.
- Or, type P to print the report and press enter.
The first number is the num and the second number is the bit.
- Type E to exit and return to the Retail Transfer menu.
Examples
The following are just a few examples of what is available for Job Data Definitions and Triggers. Please contact your system administrator or support if you require assistance.
