Order Entry 'accidentally' changing customer.

Sometimes it is reported that the customer has been changed by the software. It usually transpires that the operator has done the change particularly if they are typing keystrokes in advance. 

To resolve this there is an option to lock the customer selected. This is in Settings / Job entry / Customer section.  

If it is wished to unlock a customer then the  customer entry can be unlocked by clicking on the icon in the top right of the customer box.

This summarises the updates made to 18/06/18.

Calculation.

There is a notepad icon to show logging on how diameter and thickness is calculated.

Crossbows has been added as a design engine.

Inventory.

The OPC code for the selected cells is shown on the bottom as the width of the OPC was greater than the width of the cell.

There is now an option to print OPC labels from a grid.

Semi—finished Inventory: There is now an option to enter PO by filling in a grid.

Pricing.

Bug fix – there is now no error reported when cancel is selected from pricing confirmation screen.

Reports.

Daily report automatically refreshes after 10 minutes.

Sales Analysis – can be run for a mix of different salespeople.

Report 24 – bug fix on order type.

Report 2 – Speed up report by using attribute for the order type.

Alert – there is a new report to give a daily alert list of potential problems that need to be reviewed. Suggestions for items to include are welcome.

Receive Lenses.

There is now an option to print work ticket when lenses are received.

PDF Printing.

Bug fix: There is a fix when multiple pages are printed.

Order Entry.

Checking alternative now cycles through up to 5 choices rather than 2.

Bug fix: When remote edging was requested from the supplier, the status sometimes remained as entered.

Bug fix: Lifestyle consideration was affecting the routing of the orders.

EDI

Lucas format added for wholesale orders and DEO for Rx orders.

Drill data in B2B is populated from the trace data (this is a limited set of options and full OMA drill data remains in the trace data).

Complete Order.

If order has been in QC In and not afterwards in QC Fail then QC Pass is assumed. This is for when a check on QC Pass is required.

If Print OPC labels is configured then there is an option to print the OPC labels on wholesale orders.

Annapurna 340 and other updates.

The following updates are included in latest version.


Send to Purchasing.
Automatic mode will now ignore CEF and Wholesale orders. 

Bug fix on Get compensated powers where lab does not use tray numbers.

On supplier record there is a new tick box to indicate if supplier is included in Automatic.

Lens Data.
In technical there is now a lens production message to show in Glazing.

Frame Data.
There is now an icon to show the shape and glazing information held in connected VCA file.

Delivery
Saturday, Sunday collection options have been added in the settings  for labs working over the weekend that have collections also over the weekend. This means that labels need to be printed on the weekend.

Financial Credit.
There is a new setting to indicate if credit reason to be recorded in the reject database.

Calculation
Bug fix:.Jpegs are made on each eye shape. Previously left eye jpeg was mirror of right eye.
There is a new notepad on Results screen to show logging of calculation.

Customer
There is a new field Test customer. This will be used to exclude these customers from reports.

Returns
Added a 'Not wanted by customer' code.

Tints.
There is a new setting to allow density to be changed.  If set then only tints with ? in the the description can be altered.

Targets.
It is now possible to frame target days for supply frames from external sources. This is set in the frame record.

Lens Picking.
It is now possible to set up Exclude CSV to disallow combinations of lens / coatings / tints.

Back Orders.
There is a new setting so that orders that are out of stock are moved to drafts in automatic EDI for review.

Reports.
Report 19 now has category view for external analysis.

___________________________________

GDPR

Information on our software and GDPR can be found here:
GDPR impact on Hawkstone Design software.docx

Annapurna 339 and other updates to 3rd April 2018

The following updates have recently been made.


Entry
Bug fix:  Lens diameter is recalculated when frame is changed.

Bug fix: Frame wholesale, after frame was selected, if mouse was left hovering over another frame then the details of this frame were picked up.

Bug fix: If Show PD is set in technical for progressive lenses then Inset can be entered.

New feature.  An Order entry label can be printed. This can be used for frame bag or filing paper work.

Wholesale Orders.  
There is a new sort method – 2 by bin but keeping line reference together (option 1 is by bin solely).
Bug fix: Quantity was being added to the total on comment lines.

Printing,
When two printers are used then Windows 10 can set last printer used as default printer which can cause problems.  Annapurna now remembers the default printer on starting the program.

Browse Jobs.
Can put * in Tray to indicate find all jobs where tray is allocated.

There is a blue folder icon. If this is clicked then browser list is replaced with a list showing the Rx details for export.

Drafts.
There is now a credit status filter so that finance departments can search only for orders held for financial query.

Any trace linked to a tray is removed when the draft with that tray is deleted.


Credit Limit.
Users can be configured to override credit limit at entry.  
There is a setting to configure if credit limit is checked at completion.

EDI
New action – On stop, move to wait – moves customers on stop to wait area.

Postage.
Updated to consider the collection day and not the completion day.

If job is auto-despatched from order entry then postage calculation for first job or by box are triggered.

Email
Option to create email when return is processed has been added.

View Job
When viewing comments in wordpad, then customer name and lens name added.

Virtual lens made more obvious.

Kalahari.
There is new setting for blocking progs centrally (for Loh blocker).
There is new setting for calculating knife diameter based on generator thickness and not finished thickness.  

Kalahari Inventory.
Bug fix on loading receipts via grid.

Tracking in production.
Pencil icon is only available for Admin users.

Prism for decentration.
Algorithm improved for calculating the necessary; the previous algorithm had an assumption for SV lenses that the OC was on the centre line which is not always true.

KPI.
Improvements to the speed.

Vouchers.
There is a new setting to record vouchers sent in so duplication can be detected.

Send Orders to Supplier.
There is a new setting to upload to Inbox via Webservice.

Uploadtrack
Bug fix: This was resetting last activity flag based on comment, this has been removed so last activity is only set when order status is changed.


.

Implementing Trayless system.

Implementing Trayless.

Introduction.

Trayless is used so that uncut, remoted edged orders and glazed supply frame orders can be entered without a tray.  The orders can then be sent to the supplier and tray allocated when the lenses are sent from the supplier.

Settings.

In Tray Allocation, Set configured to true.
In Trays / Skip tray on supply frame
Set configured to true.
Set Except on finished lens.  This means that finished lenses still need a tray.
There is a special setting to allow trayless on certain customer for testing. These customers are flagged with ! as first character of Owner. This is intended for testing purposes only.

Processing.

When order is entered and the option is configured then the following logic is applied.
Tray is not needed except in these circumstances
Is the lens supplied from finished and finished lens need a tray.
The lens is not finished but the supplier in the ranges is set as SURF.  This is to route these lenses to In House surfacing.

Sending to Supplier and reference.

Orders are sent to the supplier. The reference sent to the supplier can be controlled by the reference field in the ‘Send to Purchasing’ supplier configuration.  There is a field called reference which defaults to {tray}-{order}.
If a tray is connected to the order then the reference sent to the supplier is “tray”-“Annapurna job number”.
If a tray is not connected then the reference sent is “Annapurna Job number”.
The reference will be printed on the lens packet and it can be useful to have this set so as to easily guide on actions when the lenses are received.
 

If there is a need to know if the order is being supplied to the customer as uncut or remote edge then this can be achieved by putting {uncut} into the reference field ie  
{uncut}{tray}-{order}

The uncut will be replaced with @ (or ~ if remote edged} so the reference will be like this
@400001       Uncut for order 4000001
1234-400002   Glazed Send in for order 400002, frame is in tray 1234
4000003   Glazed supply frame for 400003

Assign tray for glazed supply frame.

For the lenses that need to go to glazing then the option in production / pick frame is used.  This will confirm the details, ask for the tray and print the works order.

Summary.

This describes how trayless system can easily be set up in Annapurna.

Annapurna 338

Browse Orders.

Supplier status is only shown when status is at supplier.

Bug fix: On MySQL 5.7,  chain filter did not work.

Bug fix: Sph/Cyl on highlight had stopped working.

New icon to show the Rx details of the orders.

Drafts.

There is a new filter to only show drafts/waits were there is a customer status message.  This is for finance department for review.

Clipboard.

There is a new setting so after place order then the order number is on the clipboard for dropping into 3rd party systems.

Customer

There is a new fiel to hold the name of catalogue to use if not the standard cataloge when generating catalogue for this customer.

.

There is a new field: Connected Account is added for use in reporting.

Credit limits can be set as monthly spend which is automatically reset at the start of each month.

Completing Order.

Bug fix: Jobs in status acknowledged were not allowed to be completed.

Bug fix: If account is linked to a delivery  account then the delivery address was not printed.

Pricing.

A pricing line can be marked as comment.  For these lines, prices are not printed.

If order is free of charge then a reason is asked for.

Tray.

Automatic allocation of next tray number is now added.

Invoicing.

New pre-payment method added so that pre-payment orders can be invoiced away from consolidated orders.

Data Deployment.

There is a new setting so that deployment can be made overnight. This also needs a new version of Santiago.

Credits.

This has been set so that earlier order can be used for the credit in the same manner as returns.

Returns.

More information added into the Jobs tab to show power.

Data

Keep frame price list active after adding new price

Users

There is a new setting to allow user to place order even if customer status is not good. This is for financial to release order in anticipation of payment.

Reports

Repot 11 has a diameter filter added.

Web Ordering.

Order as Glazed added for where the supplier is the same for both lenses and frames so a glazed package can be provided.

DX.

Saturday options extended.

Prints.

Wholesale line number added.

VCA Device

Copy tracking folder added where tracking is sent to 2 systems.

Gloryboard.

Bug fix: Daily total of jobs completed was incorrect after 12 hours.