ViStar LMS 178G Release Documentation
Table of Contents
Overview 2
Application Re-organization 3
Menu re-organization 5
ViStar Help System 29
New Functionality and Fixes by application 33
General Application 33
Interfaces 33
Miscellaneous 33
Account Payable 40
Account Receivable 43
Zero Last Pay amount resolved 55
Contract Management (Optional) 55
Customer Service 55
Database Management 60
Inventory Management 72
Order Management 87
Production Management 104
Shipping Management 110
System Management 112
LENS CREATE by SPREADSHEET 118
Contact Lens 123
Reports 123
Overview
This document is the road map to the Visionstar LMS V04 Release. It is written from the viewpoint of upgrading from 176B (Current Version on all V03 customers). It is broken down in these major sections:
1. Application re-organization
2. Menu re-organization
3. ViStar help system
4. New functionality and fixes by application
5. Report Details
Application Re-organization
The current applications have been re-organized to coordinate common functions within one application. Visionstar LMS V04 has 9 standard applications, one optional module, one future module and Reports.
• Accounts Payable
• Accounts Receivable
• Customer Service
• Database Management
• Inventory Management
• Order Management
• Production Management
• Shipping Management
• System Management
• Contract Management (Optional)
• AR Cell Management (Future)
• Vistar Reports
[pic]
Below is a cross reference of 176B applications to V04 applications:
176B Application V04 Application
Account and Pricing Accounts Receivable
Database Management Database Management
Frame Management Database Management
IM Inventory Management
Invoice Accounts Receivable
Lens Management Database Management
Production Inquiry Customer Service
Production Maintenance Production Management
Rx Order Entry Order Management
Stock Order Entry Order Management
Shipping Shipping Management
System Management System Management
Menu re-organization
The menu bar contained in each application is standardized to include:
• File
• Edit
• Maintenance
• Processing
• Inquiry
• Reports
• Window
• Help
If the menu bar has no items under it then the menu bar item will be grey. Setup and System configuration is under Maintenance. Daily User Tasks are under Processing. On-line lookups are under Inquiry. On-line reports are under Reports. On-line help is under Help.
[pic]
Below is a complete list of menu bar options for Visionstar LMS V04 by application:
Accounts Payable
File
Close
Change Password
Exit
Edit
Preferences
Maintenance
Vendor Profile
Processing
Transfer to A/P
Inquiry
Reports
Transfer to A/P Report
Window
Help
Help Topics
About
Account Receivable
File
Change Password
Exit
Edit
Preferences
Maintenance
Account Maintenance
Customer Profile
Customer Third Party
Customer PO’s
Ship to Account Profile
Report Groups
Courier
EOM Discount Schedule
Duty Status
Military Job Number
Reimbursable Category
Sales
Sales Control
Salesperson
Sales Region
Territory Type
Territory
Ship Method
Ship Fee Code
Taxes
Taxable Items
Tax District Maintenance
Tax Rate Schedule
Set Up Companies
Processing
Invoicing
Generate Invoice
Generate Shipping Surcharge
Generate Funding Document
Regenerate Invoices
Invoice Modification
Claims
Update AR Batch
Inquiry
AR Inquiry
Copay Inquiry
BUMED Inquiry
BUMED Frame Detail Inquiry
Reports
Invoice Summary
BUMED Invoice Summary
Window
Help
Help Topics
About
Contract Management (Optional)
File
Change Password
Exit
Edit
Preferences
Maintenance
Billing Code Validation
Contract Profile
Patient Required Fields
Patient Valid Data
Tender Type
Processing
Medicaid Export
Inquiry
Reports
Medicaid Export Report
Window
Help
Help Topics
About
Customer Service
File
Change Password
Reprint
Exit
Edit
Preferences
Maintenance
Reprice Job
Cancel Job
Unlock Job
Assign/Change Tray
Processing
Pre-Enter Orders
Inquiry
Production Inquiry
Reports
Window
Help
Help Topics
About
Database Management
File
Change Password
Exit
Edit
Preferences
Maintenance
System
Tray Color
Reason Code
Frame Status
Lens Status
Order Priorities
Messages
Packing List
Default Services
Default Customer Messages
Pricing
Price Maintenance
Price Schedule
Show Orphans
Discount
Reprocess Type
Reprocess Discount
Inv Discount Schedules
Wearer Protection Plan
Item Setup
Default Inventory Schedule
Discount Type
Quantity Price Types
Stock UOM
Tax Type
Lenses
Materials
Material Groups
Lens Styles
Lens Style Groups
Lens Product Groups
Processing Masters
Material Process Restriction
Lens Substitution
Sag Codes
Import Rules
Frames
Edge Type
Class
Color
Gender
Price Group
Temple Size
Services
Process Groups
Processing
Accessory Create
Frame Create
Lens Create
Service Create
Inquiry
Frame View X-reference
Reports
Lens Technical
Frame X-reference
Frame Compatibility
Window
Help
Help Topics
About
Inventory Management
File
Print Barcode
Change Password
Exit
Edit
Preference
Maintenance
Inventory Item Update
Outsource
Outsource Component
Outsource Vendor
Item Substitution
Bin Setup
IM for Companies
Transaction Code Maintenance
Product Line Code Maintenance
Category Code Maintenance
Item Options
Stocking Locations
PO for Companies
PO Locations
PO Codes
Freight Codes
FOB Codes
Processing
Inventory Verification
Breakage/Reverse Breakage
Outsource
Outsource Job
Outsource Inspection
Outsource Return
Reverse Outsource
Adjustments
Confirm Orders
Purchase Orders
Purchase Order Mgt
Close Non Vouchered Receivers
Receipts Management
Replenishment/Short Orders
Generate Replenish Ord
Order Management
Return to Vendor
Generate Return Order
Return Order Mgt
Return Management
Generate Return to Vendor
Assign Bin
UnAssign Bin
Late Order Confirmation
Inquiry
Bin Inquiry
Inventory Activity History
Item Usage
Reports
Window
Help
Help Topics
About
Order Management
File
Change Password
Exit
Edit
Preferences
Maintenance
Default Rx Schedule
Processing
Rx Order Entry
Stock Order Entry
Manual Invoice
Detail
Summary
Credit Order Entry
Calibration Order Entry
Rx Curve Calculator
Inquiry
Reports
Window
Help
Help Topics
About
Production Management
File
Print Barcode
Change Password
Exit
Edit
Preferences
Maintenance
Job Tracking
Department Maintenance
Device Group Maintenance
Technician Maintenance
Assign Services to Station
Equipment Tracking
Cell/Shift Maintenance
Assign Default Equipment
Lab Standards
Base Curve
Blocks
Block Groups
Block Cure Time
Crib Control
Default Decentration
Equipment Interfaces
Lap Increment Exceptions
Lap Locations
Lens Options
Prism Thinning
Prismatic Tolerance
PM Defaults
QA Controls
Variable Thickness
Job Flow
Job Flow Device Groups
Job Flow Schedules
Default Job Flow
Assign Services to Job Flow
Processing
Equipment Tracking
Assign Operator to Station
Manual Order Tracking
Failed QA Jobs
Job Flow
Job Flow Adjustment
Backward
Forward
Build Job Flow for Jobs
Inquiry
Breakage Inquiry
Remake Inquiry
Rework Inquiry
Production Tracking Inquiry
Reports
Window
Help
Help Topics
About
Shipping Management
File
Change Password
Print Mailing Label
Print Courier Barcodes
Exit
Edit
Preferences
Maintenance
Processing
Ship/Unship
Mailroom/Unmailroom
Courier Shipping
Courier Ship by Account
Courier Tracking Number
Inquiry
Reports
Window
Help
Help Topics
About
System Management
File
Change Password
Exit
Edit
Preferences
Maintenance
Data Extract Format Maintenance
Data Extract Template Maintenance
Order Data
Customer Data
Images
Print Maintenance
User Maintenance
User Setup
Security Maintenance
Roles/Profiles Setup
Password Profile Maintenance
EyeFinity
Benefit/Price List
Bevel Options
Edge Options
Edge Types
Frame Status
Frame Vendor
Import Rule
Job Status
Lens Thickness
Lens Service
Lens Style
VisionWeb Export
Edge Type
Job Type
Lens Style
Service Type
Calendar Code Maintenance
EDI Control
Job List Color Option
Translation Rule Maintenance
System Modems
System Option
Processing
Data Extract
Order Data
Customer Data
Inquiry
Job Import
Reports
Security Role Report
Security User Report
Security User By Role Report
Window
Help
Help Topic
About
Below is a translation from 176B options to Visionstar LMS V04:
In some places, there isn’t much change, if any. Those are listed as well as a matter of completeness.
|176B |Menu |Function |LMS V04 |Menu |Function |
|Rx Order Entry |N/A |Rx Entry |Order Management |P |Rx Order Entry |
| |E |Preferences | |E |Preferences |
| | |-> Mode | | |-> Mode |
|Stock Order Entry |O |Stock Order Entry | |P |Stock Order Entry |
| | |Credit Processing | | | |
| | |Manual Invoice | | | |
| | | | | |Credit Order Entry |
| | | | | |Manual Invoicing |
Menu KEY: E => ‘Edit’; O => ‘OrderEntry’; P=> ‘Processing’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Production Inquiry |M |Cancel Job |Customer Service |M |Cancel Job |
| | |Unlock Job | | |Unlock Job |
| |I |Production Inquiry | |I |Production Inquiry |
Menu KEY: M => ‘Maintenance’; I => ‘Inquiry’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Shipping |P |Ship/UnShip Orders |Shipping Management |P |Ship/Unship |
Menu KEY: P => ‘Processing’
|176B |Menu |Function |LMS V04 |Menu |Function |
|AR |M |Discount Schedule |Accounts Receivable |M |EOM Discount Sched… |
| |I |AR Inquiry | |I |AR Inquiry |
Menu KEY: M => ‘Maintenance’; I => ‘Inquiry’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Account and Pricing |M |Account Maintenance |Accounts Receivable |M |Account Maintenance |
| | |->Customer Profile | | |->Customer Profile |
| | |->Ship To Acct Profile | | |->Ship To Acct Profile |
| | |->Report Groups | | |->Report Groups |
| |M |Price Maintenance |Database Management |M |Pricing -> Price Maint… |
| | |->Price Schedule | | |->Price Schedule |
| | |->Price Add-On | | |->Add-On |
| | |->Show Orphans | | |->Show Orphans |
| |M |Discount | |M |Pricing -> Discount |
| | | | | |->Inv Discount Sched… |
| |M |Reprice |Customer Service |M |Reprice Job |
| |M |Taxable Items |Accounts Receivable |M |Taxes |
| | | | | |->Taxable Items |
| |M |Tax District Maint… | |M |Taxes |
| | | | | |->Tax District Maint… |
| |M |Tax Rate Schedule | |M |Taxes |
| | | | | |->Tax Rate Schedule |
| |M |Sales |Accounts Receivable |M |Sales |
| | |->Sales Control | | |->Sales Control |
| | |->Salesperson | | |->Salesperson |
| | |->Sales Region | | |->Sales Region |
| | |->Territory | | |->Territory |
| | |->Territory type | | |->Territory Type |
| |M |Account Maintenance |Contract Management |M |Contract Profile |
| | |->Contract Profile | | | |
| |M |Price Maintenance |Database Management |M |Pricing |
| | |->Wearer Protection Pln | | |->Wearer Protection Pln |
| |M |Price Maintenance |Contract Management |M |Billing Code Validation |
| | |->Bill Code Valid Sched | | | |
| |I |Copay |Accounts Receivable |I |Copay Inquiry |
Menu KEY: M => ‘Maintenance’; I => ‘Inquiry’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Invoice |M |Generate Invoice |Accounts Receivable |P |Invoicing |
| | | | | |->Generate Invoice |
| |M |Regenerate Invoice | |P |Invoicing |
| | | | | |->Regenerate Invoices |
| |M |Invoice Modification | |P |Invoicing |
| | | | | |->Invoice Modification |
| |R |Invoice Summary | |R |Invoice Summary |
| |M |Transfer to A/P |Accounts Payable |P |Transfer to A/P |
| |R |Transfer to A/P Report | |R |Transfer to A/P Report |
| |E |Medicaid Export |Contract Management |P |Medicaid Export |
| |R |Medicaid Export | |R |Medicaid Export Rpt |
Menu KEY: M => ‘Maintenance’; E => ‘Export’; P => ‘Processing’; R => ‘Report’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Inventory Management |M |Adjustments |Inventory Management |P |Adjustments |
| |M |Item Substitution | |M |Item Substitution |
| |M |Replnshmnt/Short Ord | |P |Replnshmnt/Short Ord |
| | |->Gen Replnshmnt Ord | | |->Gen Replenish Ord |
| |M |Replnshmnt/Short Ord | |P |Replnshmnt/Short Ord |
| | |->Order Management | | |->Order Management |
| |M |Replnshmnt/Short Ord | |P |Replnshmnt/Short Ord |
| | |->Generate PO | | |->Generate PO |
| |M |Purchase Orders | |P |Purchase Orders |
| | |->Purchase Order Mgmt | | |->Purchase Order Mgmt |
| |V |Inventory Activity Hist | |I |Inventory Activity Hist |
Menu KEY: M => ‘Maintenance’; P => ‘Processing’; V => ‘View’; I => ‘Inquiry’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Frame Maintenance |M |Accessory |Database Management |P |Accessory Create |
| |M |Service | |P |Service Create |
| |M |Frame | |P |Frame Create |
| | |->Creation Wizard | | | |
| | | | | | |
| |M |Frame | |I |Frame View X-reference |
| | |->Xref and View | | | |
| |M |Frame | |M |Frames |
| | |->Frame Code | | |->Edge Type |
| | | | | |->Class |
| | | | | |->Color |
| | | | | |->Gender |
| | | | | |->Price Group |
| | | | | |->Temple Size |
Menu KEY: M => ‘Maintenance’; P => ‘Processing’; I => ‘Inquiry’
|176B |Menu |Function |LMS V04 |Menu |Function |
|System Management |M |Schedule |Database Management |M |Item Setup |
| | | | | |->Default Inven Sched |
| | | | | |->Discount Type |
| | | | | |->Quantity Price Types |
| | | | | |->Tax Type |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | |Pricing -> Discount |
| | | | | |->Reprocess Type |
| | | | | |->Reprocess Discount |
| | | | | | |
| | | | | | |
| | | |Contract Management |M |Tender Type |
| |M |General Codes |Contract Management |M |Patient Required Fields |
| | | | |M |Patient Valid Data |
| | | |Accounts Receivable |M |Ship Method |
| | | | |M |Ship Fee Code |
| | | |Database Management |M |System |
| | | | | |->Tray Color |
| | | | | |->Reason Code |
| | | | | |->Frame Status |
| | | | | |->Lens Status |
| | | | | |->Order Priorities |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
| |M |Messages |Database Management |M |System |
| | | | | |->Messages |
| | | | | |->Packing List |
| | | | | |->Default Services |
| | | | | |->Dflt Customer Msgs |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
| |M |Lens Product Group |Database Management |M |Lenses |
| | | | | |->Lens Product Groups |
| | | | | | |
| |M |Print Maintenance |System Management |M |Print Maintenance |
| |M |User Maintenance | |M |User Maintenance |
| |M |Images | |M |Images |
| |E |File Format Maint… |System Management |M |Data Extract Fmt Maint |
| |E |Template Maintenance | |M |Data Ext Template Mnt |
| | |->Order Data | | |->Order Data |
| | |->Customer Data | | |->Customer Data |
| | | | | | |
| | | | | | |
| |E |Data Extract | |P |Data Extract |
| | |->Order Data | | |->Order Data |
| | |->Customer Data | | |->Customer Data |
| | | | | | |
| | | | | | |
Menu KEY: M => ‘Maintenance’; E => ‘Export’; P => ‘Processing’
|176B |Menu |Function |LMS V04 |Menu |Function |
|Lens Maintenance |M |Lens Maintenance |Database Management |M |Lenses |
| | | | | |->Materials |
| | | | | |->Material Groups |
| | | | | |->Lens Styles |
| | | | | |->Lens Style Groups |
| |M |Lens Substitution | |M |Lenses |
| | | | | |->Lens Substitution |
|176B |Menu |Function |LMS V04 |Menu |Function |
|Production Maint… |M |Job Tracking |Production Manage… |M |Job Tracking |
| | |->Department Maint… | | |->Department Maint… |
| |M |Laboratory Standards | |M |Laboratory Standards |
| | |->Crib Control | | |->Crib Control |
| | |->Default Decentration | | |->Default Decentration |
| | |->Equipment Interfaces | | |->Equipment Interfaces |
| | |->Lap Locations | | |->Lap Locations |
| | |->Prism Thinning | | |->Prism Thinning |
| | |->Prismatic Tolerance | | |->Prismatic Tolerance |
Menu KEY: M => ‘Maintenance’
The section outlines the menu options in LMS Main Menu that have been moved to the Visionstar LMS V04 applications.
LMS
|176B LMS |Function |LMS V04 |Menu |Function |
|LMS Main Menu |Order Processing |Production Manage… |P |->Outsource Job |
| |->Outsource Jobs | | | |
| |Order Processing |Customer Service |M |->Reprint Job |
| |->Rx Reprint | | |->Assign/Change Tray |
| |->Assign/Change Job Tray | | | |
| |Inventory Management |Inventory Management |P |->Breakage/Reverse Breakage |
| |->Breakage | | | |
| |->Reverse Breakage | | | |
| |Inventory Management | |M |->Inventory Item Update |
| |->Item Inventory Update | | | |
| |Laboratory Standards |Production Management |M |Laboratory Standards |
| |->Lens Options | | |->Lens Options |
| |->Blocks | | |->Blocks |
| |->Block Groups | | |->Block Groups |
| |->Variable Thickness Charts | | |->Variable Thickness |
| |->Base Curve Charts | | |->Base Curve |
| |->Lap Increment Exceptions | | |->Lap Increment Exceptions |
| |System Options Menu | |M |System Options |
| |->General Options | | |->Each one is contained in a |
| |->Order Entry Options | | |tab. |
| |->Production Options | | | |
| |->Document Number Options | | | |
| |->Inventory Options | | | |
| |->Options By Item Type | | | |
| |->Job Tracking Options | | | |
| |->Laboratory Standard Options | | | |
| |->Real-Time Query Options | | | |
| |->New system options | | | |
| |Job Tracking | |M |Job Tracking |
| |->Lab Positions | | |->Department Maintenance |
| |->Lab Reasons | | |Position and reason tab |
| |->Lab Technicians | | |->Technician Maintenance |
| |->Assign Services to Stations | | |->Assign Services to Stations |
| |System Setup |Accounts Receivable |M |->Courier |
| |->Courier Setup | | |->Ship Method |
| |->Ship Method/Courier Setup | | | |
| |System Setup |System Management |M |Print Maintenance print |
| |->Print Direction | | |direction tab |
|LMS Main Menu |Lens Maintenance |Database Management |P |->Lens Create |
| |->Shape Schedule | | | |
| |->Curve Schedule | | | |
| |->Lens Thickness Schedule | | | |
Menu KEY: M => ‘Maintenance’; P => ‘Processing’; I => ‘Inquiry’
SQLTIME
|176B SQLTIME |Function |LMS V04 |Menu |Function |
|Inventory Management |Transaction Processing |Production Manage… |P |Processing |
| |-> Inventory Verification | | |->Inventory Verification |
| |-> Confirm Orders | | |-> Confirm Orders |
| |Initial Setup |Inventory Management |M |->IM for Companies |
| |->Set up I/M for Companies | | |->Transaction Code Maintenance |
| |->Set up I/M Transaction Codes | | |->Product Line Maintenance |
| |->Set up Product Lines | | |->Category Code Maintenance |
| |->Set up Category Codes | | | |
| |Warehouse Setup | |M |Stocking Locations |
| |->Set up Stocking Locations | | | |
| |Forecast Movement Analysis | |I |Inventory Activity History |
| |->Query Usage Summary | | |Item Usage |
| |->Query Inventory History | | | |
|Accounts Receivable |Daily Processing and Analysis |Accounts Receivable |I |AR Inquiry |
| |->Query Customer Account | | | |
| |Balances | | | |
|Account Payable |Initial Setup |Account Payable |M |Vendor Profile |
| |-> Set Up Vendors | | | |
Menu KEY: M => ‘Maintenance’; P => ‘Processing’; I => ‘Inquiry’
The section below outlines new functionality that is unique to Visionstar LMS V04:
|LMS V04 |Menu |Function |
|Accounts Payable |File |->Change Password |
| |Edit |->Preferences |
| |Help |->Help Topics |
|Accounts Receivable |File |->Change Password |
| |Edit |->Preferences |
| |Maintenance |Account Maintenance |
| | |->Customer PO’s |
| | |->Duty Status |
| | |->Military Job Number |
| | |->Reimbursable Category |
| | |Taxes |
| | |->Taxable Items |
| | |->Tax District Maintenance |
| | |->Tax Rate Schedule |
| |Processing |Invoicing |
| | |->Generate Funding Document |
| | |->Invoice Modification |
| | |Claims |
| |Inquiry |->Copay Inquiry |
| | |->BUMED Inquiry |
| | |->BUMED Frame Detail Inquiry |
| |Reports |->Invoice Summary |
| | |->BUMED Invoice Summary |
| |Help |->Help Topics |
|Contract Management (Optional) |File |->Change Password |
| |Edit |->Preferences |
| |Maintenance |->Billing Code Validation |
| |Processing |->Medicaid Export |
| |Reports |->Medicaid Export Report |
| |Help |->Help Topics |
|Customer Service |File |->Change Password |
| | |->Reprint |
| |Edit |->Preferences |
| |Maintenance |System |
| | |->Packing List |
| | |Pricing |
| | |->Wearer Protection Plan |
| | |Services |
| | |->Process Groups |
| |Reports |->Lens Technical |
| | |->Frame X-reference |
| | |->Frame Compatibility |
| |Help |->Help Topics |
|Inventory Management |File |->Change Password |
| | |->Print Barcode |
| |Edit |->Preferences |
| |Maintenance |Outsource |
| | |->Outsource Component |
| | |->Outsource Vendor |
| | |->Bin Setup |
| | |->Item Options |
| | |->PO for Companies |
| | |-->PO Locations |
| |Processing |Outsource |
| | |->Outsource Inspection |
| | |->Outsource Return |
| | |->Reverse Outsource |
| | |Purchase Orders |
| | |->Close Non Vouchered |
| | |->Recipts Management |
| | |Return to Vendor |
| | |->Return Order Mgt |
| | |->Return Management |
| | |->Generate Return to Vendor |
| | |->Assign Bin |
| | |->UnAssign Bin |
| | |->Late Order Confirmation |
| |Inquiry |->Bin Inquiry |
| |Help |->Help Topics |
|Order Management |File |->Change Password |
| |Edit |->Preferences |
| |Maintenance |->Default Rx Schedule |
| |Processing |->Calibration Order Entry |
| | |->Manual Invoice |
| | |-> Detail |
| | |-> Summary |
| | |->Rx Curve Calculator |
| | |->Credit Order Entry |
| |Inquiry | |
| |Help |->Help Topics |
|Production Management |File |->Change Password |
| | |->Print Barcode |
| |Edit |->Preferences |
| |Maintenance |JobTtracking |
| | |->Device Group Maintenance |
| | |Equipment Tracking |
| | |->Cell/Shift Maintenance |
| | |->Assign Default Equipment |
| | |Lab Standards |
| | |->Block Cure Time |
| | |->PM Defaults |
| | |->QA Controls |
| | |Job Flow |
| | |->Job Flow Device Group |
| | |->Job Flow Schedules |
| | |->Assign Services to Job Flow |
| |Processing |Equipment Tracking |
| | |->Assign Operator to Station |
| | |->Manual Order Tracking |
| | |->Failed QA Jobs |
| |Inquiry |->Rework Inquiry |
| |Help |->Help Topics |
|Shipping Management |File |->Change Password |
| | |->Print Mailing Label |
| | |->Print Courier Barcodes |
| |Edit |->Preferences |
| |Processing |->Courier Ship By Account |
| | |->Courier Tracking Number |
| |Help |->Help Topics |
|System Management |File |->Change Password |
| |Edit |->Preferences |
| |Maintenance |User Maintenance |
| | |->Security Maintenance |
| | |->Role/Profiles Setup |
| | |->Password Profile Maintenance |
| | |EyeFinity |
| | |->Benefit/Price List |
| | |->Bevel Options |
| | |->Edge Options |
| | |->Edge Types |
| | |->Frame Status |
| | |->Frame Vendor |
| | |->Import Rule |
| | |->Job Status |
| | |->Lens Thickness |
| | |->Lens Services |
| | |->Lens Style |
| | |VisionWeb Export |
| | |-> Edge Data |
| | |-> Job Type |
| | |-> Lens Style |
| | |-> Service Type |
| | |Job List Color Option |
| | |Translation Rule Maintenance |
| |Inquiry |->Job Import |
| |Reports |->Security Role Report |
| | |->Security User Report |
| | |->Security User by Role Report |
| |Help |->Help Topics |
ViStar Help System
With Visionstar LMS V04 the system has help for each screens. The On-line Help is split into two sections. The Database Setup Section contains documentation to help an administrator enter information into the system. The Standard Procedures section explains how to perform daily tasks.
[pic]
Below is the help symbol legend:
[pic]
Below is a typical help screen. The underlined text in the instructions contain definitions of the text. Click on the underlined text to see the definition. Click on it again to close the definition.
[pic]
New Functionality and Fixes by application
This section details new functionality and fixes that are contained in this release. Screen shots are included to show features.
General Application
Interfaces
AIT “Optima” Edger
LMS now supports the AIT “Optima” edger.
Santinelli Equipment
LMS now supports all of the Santinelli Tracers, Finish Blockers and Edgers.
Frank Balestra and Ryuta Ueishi of Santinelli visited VisionStar on May 24-25, 2004 to test interfaces for their new line of equipment. VisionStar tested interfaces for the SE-9090 edger, LE-9000 edger, LT-900 tracer and the ICE-900NT automatic finished blocker. All devices were tested with standard mux and digi port server protocols.
Frank and Ryuta were great to work with and quickly turned around any issues found in testing, as did VisionStar. Upon completion of testing we were able to communicate successfully with each line of equipment.
Modified interfaces for finish equipment consistency
All finish equipment interface will return an appropriate message when an uncut job is requested by the equipment. If a particular machine does not support the standard OMA error codes the code can be mapped using ERR3 and ERR4 environment configuration in the interface startup script.
Miscellaneous
Import Process Now Retrieves Flat Discount List
The job import process will obtain the flat discount list for the customer on the job and populate it into the screen record.
Transitions EDI Incorrect Lens Sales Quantities
The process that populates the Transitions EDI file was obtaining incorrect lens sales quantities (numbers were too large). The correct lens sales quantities are now retrieved for the EDI file.
Vendor Change Properly Updates Stocking Location Item
In certain circumstances, changing an item’s vendor was updating all information, except for the stocking location record. This was causing some problems with Purchase Orders and other inventory processing. A vendor change will now properly update ALL item inventory information.
Breakage Uses Standard Unit Cost, if Applicable
Testing with the use of “standard unit costing” found that posting breakage only used an item’s “average unit cost” (regardless of the costing method for the item/database). Breakage has been adjusted to determine cost of breakage based on an item’s cost method (using “STD” and “AVG” based on item settings.)
Purge Claims Enhanced
In the SQLTIME A/R Daily Processing Claims Processing Clams Purge Claims Unprocessed orders can not be purged. These are claims where a document number for the claim does not correspond to an order on the system.
Sales Database Support
Adding new product lines and then assigning them to items caused the sales database load to fail. Reports on subsequent days then reported no sales, so the product lines had to be added by hand and the sales database load reran. A change was made so when a new product line is added and assigned to an item it is correctly added to the sales database, preventing this failure from occurring.
Two new additional fields are available for refined sales database reporting: discount and tax on “add-on” items (like power, prism, add power, etc.)
Security Features
Visionstar LMS V04 includes both application and menu level security lockouts. Each user is assigned a security role. Security also includes password expiration and complexity. All applications have a Change Password option so a user can change the password they use when it expires. When an option is not accessible by the user the option will be gray and can not be selected.
When the user is required to change passwords they are prompted for the old password and the new password. This is accessed by clicking on file then change password in any application.
[pic]
Preferences
Each application now has a user preference window where a user can change the entity, reporting entity, stocking location, sub-entity and site id. These values are populated from the user profile in system management. Some users may perform tasks under different Entities or stocking locations. When a user changes the preferences it will only be affective while the user is in that application. Once they close the application the settings revert back to default for that user. Additionally if a user has two applications open and changes the preferences in one of them it only affects the one that was change the other open application remains unchanged. At any time the user may click on the Help Menu and then About to display the Preferences in effect for that application. Below is a screen shot of the preference and Help About screen.
[pic]
[pic]
Item Finder
For all inventory applications a new universal item finder has been incorporated. This makes the looking up of lenses, frames, services and accessories the same for inventory updates, stock orders and purchase order processing. The new item finder allows a user to retrieve a large list of items instead of one at a time. It follows the model of the item finder in Inventory Adjustments in 176B. Also the OPC/UPC tab can be used with a scanner to make stock order entry faster for users that create a stock order after they pick stock.
[pic]
Foreign Address support Added
Through out the system customers, direct shipment and mail to patient supports foreign addresses. This can be seen in Customer Profile, Ship to account profile, Dispensers Profile, AR Inquiry, Rx and Stock Order Entry and Manual Invoicing
Statement Aging Process Increased Efficiency
The statement aging process that is run when statements are generated or aging reports run has been made 50% faster.
VisionWeb XML Functionality
An interface with web-based order entry company VisionWeb has been established. LMS can now accept Orders from VisionWeb customers over the internet. In order to make this work we have created an XML import process. LMS has a set of translation screens that converts
VisionWeb information to LMS information.
VisionWeb can also accept orders from LMS that go to another lab. This is done through the outsourcing process on LMS. The outsourced orders go real time to the outsourced vendor.
LMS has a set of translation screens that convert LMS data into VisionWeb information.
VisionWeb Duplicate Time Stamps resolved
The LMS export status to VisionWeb has multiple statuses with the same time stamp. This has been resolved by sending only one status per job in the XML status export.
EyeFinity Order Import
An interface web-based order entry company EyeFinity has been established. LMS can now accept orders from EyeFinity. On LMS a set of translations screens are available to translated Eyefinity Order data to LMS data.
Below is a list of Translated Data:
Benefit/Price List
Bevel Options
Edge Options
Edge Types
Frame Status
Frame Vendors
Import Rule
Job Status
Lens Thickness
Lens Services
Lens Styles
Each translation screen has a mapping drop down and an ignore flag for each item that might come from an EyeFinity Order. Below is a screen shot of a typical translation screen:
[pic]
Job Patient Information move and modification
The Job Patient Information has been moved from the job patient table to “User Defined Fields.”
The original design of these fields was limited to 20 characters. This is been expanded to 30 characters to allow for addresses of more then 30 characters. This affects Order Management, Database Management, Account Receivable, Contract Management, and Customer Service.
Account Payable
Transfer to AP
The Transfer to A/P menu options is used to transfer Account Payable transactions to the Account Payable System. This is used for Purchase orders that are transferred to Account Payable for payment. This is also used to transfer Dispensing fee batches to Account Payable to generate vouchers for Dispensers.
[pic]
Account Payable Transfer Report
This is an online report that can be used to print or view a list of Dispensing fees being vouchered in Account Payable.
[pic]
Vendor Profile Moved
The SQLTIME Set Up Vendor Information screens have been moved to this module.
[pic]
AP PO Control enhanced
In PO Control two different account numbers can be specified for the short and replenishment orders and a field for days to cancel and Ship or Cancel flag have been added to add flexibility to EDI Purchase orders.
Account Receivable
“Batch Invoices” and Processing WIP
Any customers that are being changed from consolidated/batch invoices (whether it be “DA/WK/MO”) to a “statement”—or vice versa—will now have work-in-process handled appropriately. Before this change, accounts being changed mid-month could have jobs that wouldn’t invoice because they were in process when the switch took place.
‘Customer Profile’ -> ‘Notes’ Functionality
There had been a problem creating new notes for a customer where an initial note had been “cleared” instead of being “Closed.” This issue has been corrected, so there should no longer be an issue saving “customer notes.”
Salesperson/Sales Manager Setup
Not all fields in the database were being written to appropriately for salespersons with sales manager. This caused some reporting problems, so the fix has been made to correct existing data and prevent this from happening in the future.
Job Total Viewable Fields
The job total and job count fields in the re-price window have been expanded to 4 digits.
Expand the hidden fields in re-price window
The flags “Allow Price and Cost Override” in System Management now control the Unit Price, Discount, Tax, Total Amt, Cost, Total Cost Columns.
[pic]
[pic]
Contract Tab Drop Down
The contract tab has been fixed to show all drop down indicator arrows correctly.
Zip Code Dropdown re-filter
The zip code field was not filtering correctly when a zip code was changed and the new zip code has multiply cities attached to it.
Zip Code Carrier Functionality Removed
The Zip Code Carrier field on the customer profile shipment tab has been removed.
Customer Address Change Trigger
When a customer address is changed all work in process orders and orders shipped today marked to indicate the change. When those orders are shipped or unshipped and reshipped the operator will be notified of the change.
EOM discount schedule
The menu option called discount schedule that was in invoicing was changed to EOM discount schedule. This was done to avoid confusion between setting up discounts lists and Volume Discounts.
Set Up Companies
Set Up companies was moved from SQLTIME over to AR. The code was cleaned up and error checking was added to make it more robust.
[pic]
Customer Profile Search Window Filter
The customer profile search for customer windows was fixed to filter correctly. An error used to occur when the filter tab was clicked. The customer lookup can be accessed by clicking on the open folder button at the top of the screen when customer profile is open. Also a customer report tab has been added. Once you click retrieve the screen switches to the report tab to allow the user to select the customer from the list.
[pic]
[pic]
Courier Setup Tracking Numbers
The courier setup screen has two new fields for tracking number length and position. The Shipping application now has a screen for scanning a courier tracking barcode and assigning it to the shipment. The tracking number is contained as part of the barcode that is found on the shipping label. For most couriers the barcode not only contains the tracking number but some other characters. These fields are used define where in the barcode the tracking number is located.
[pic]
Invoice Modification Changes
Two fields added to the system for NOSTRA. They are the Military Job Number and the Reimbursable Category code. When an invoice is modified the military job number and reimbursable category fields needed to be added so they could be changed.
For the X12 Medicaid project user defined fields have been added. The fields have been added to the invoice modification window.
BUMED Reports
The BUMED reports can be summarized by SHIPPED or SOLD quantity. Also the output of the report can be saved as a comma delimited text file.
Customer Profile Third Party
The Third Party and Doctor Provider fields in the customer profile window have been changed to view only. The maintenance windows are moved to Third Party Maintenance and Ship to Maintenance. The order Origin field was added for EyeFinity job importing. When you click on the column headers of order origin and provider number the sort is numeric.
[pic]
Generate Funding Document Modifications
The as of date is now set to today’s date and it is validated to as the correct next invoice date.
Added a calendar lookup for the as of date.
Claims Import Changes
Added run date and date of birth to the claim import form.
[pic]
Ship Method windows fixed
The ship method window now automatically populates the invoice description with a capitalized item description.
Tax Rate Schedule windows fixed
The tax rate schedule window was change to use the GL account mask when the GL account is displayed.
Taxes Follow Ship-To customer
When the bill-to and ship-to customers have different tax schedules and go to different G/L accounts LMS recorded the tax to the bill-to customer. That was incorrect. It now posts the tax to the ship-to customers G/L tax account.
AR Inquiry Added
This is an easy way to view accounts receivable information for a customer from one screen. It includes General information on the customer, Invoices in a date range, Volume discount in a date range, Sales Summary in a date range and customer notes.
[pic]
[pic]
[pic]
[pic]
Zero Last Pay amount resolved
There was a problem with a cash receipt where the last pay amount may get zeroed out. This has been resolved.
Added shipping surcharges
A shipping surcharge setup and generate shipping surcharge screen have been added to create shipping surcharges that are similar to generating Finance Charges.
Contract Management (Optional)
This was a menu option in Account and Pricing (176B). It has been moved to its own module. This is a billable optional module.
Customer Service
This application was called production inquiry (176B) and has been changed to Customer Service. It has been re-organized to perform better and make more logical sense.
View Price/Cost (Based on User)
The ‘Pricing’ tab will only display the Cost/Total Cost and Amt/Total Amt if the user has the appropriate privileges. If not, the columns will be removed and not displayed.
Expand the hidden fields in Inquiry window
The flags “Allow Price and Cost Override” in System Management now control the Unit Price, Discount, Tax, Total Amt, Cost, Total Cost Columns being hidden from the user.
Job Total Viewable Fields
The job total and job count fields in the basic tab have been expanded to 4 digits.
Order Notes
Notes in inquiry have been fixed. They can now be saved without errors.
Patient information Ship State Code
The ship state code is now working correctly. It was looking at the wrong state code.
[pic]
Invoice Amount on Summary
The invoice amount on the summary tab was not always correct. This has been corrected.
Cell, Shift and Technician added to job flow tab
The Job Flow tab now has the cell, shift and technician fields added.
[pic]
Added Modify Order Data Screen
The screen is located under the Edit menu option. It is used to change the promise date or priority of an order. It is also used to modify the ship to information on a specific order.
[pic]
Added Mail to Patient in the patient info tab
This functionality is used to mail the order directly to the patient. It will inform the operator at shipping that the order is to be mailed to the patient. At the time of shipping a mailing label can be printed on a dedicated label printer.
[pic]
Shape Vendor
The vendor number of the shape has been added to the Frame tab. This is useful if you have more then one vendor for a specific frame.
Lens Tab Changes
The lens tab has been changed to increase the size of the PD field and it has been renamed to Dec/PD.
Job List Changes
The job list now includes the order origin field (I.E. VisionWeb, Eyefinity). This is helpful when you have orders coming in from more then one source. The screen can also be filtered and sorted on this column.
Do Not Ship Logging
The Do Not Ship Flag now logs who marked the job as do not ship. This information is displayed at shipping.
Frame and Accessory/Service Information
When the field on the left hand side of the UPC field is click the inventory status and quantity is displayed for the frame. When the field on the right hand side of the UPC field is clicked the Item Number, Vendor Item number, UPC and item descriptions are displayed.
Prism Thinning In Lens Tab fixed
The prism thinning fields now shows the correct information.
Vertex Compensation
Vertex Compensation now stores and recalls correctly.
Billing Code in pricing tab
Billing code added to the pricing tab. This is used for Medicaid orders.
Production Inquiry User Defined Field Changes
The production inquiry summary and patient information tabs have been modified to show user defined fields (patient data). Also Eligibility Override is editable in the patient tab.
Breakage Information
The production inquiry lens tab now displays the number of breakages on each item on an order.
Reprice Job Commit Rule
The reprice job screen now forces the user to commit invoice changes. You can no longer just close the window.
Added Pre-Enter Orders
A screen was added to allow a customer service person to pre-enter orders into the system. For recall and entry at a later time.
[pic]
Added User Defined Color for Job List
In the Job list in Production Inquiry there are now user defined colors for:
Credit, Priority, Breakage, AR Coat, Expired Expected Date, Redo Job, Warranty Job, Industial Job, Uncut Job.
Database Management
Deletion of Frame Components in ‘Xref and View’
Frame components can be deleted from ‘Xref and View’ either one line item at a time, multiple line item at a time or all-at-once from the “View/Edit” popup box.
Shape Only Cross Reference in Blue
When a frame shape only is in the frame view and cross reference screen it will show up in blue.
Sunglass/Reading Glass Added to “Current Inventory”
The Frame Creation Wizard displays any current inventory once a frame component name has been specified on the opening screen. Sunglass and Reading Glass were not components listed at the bottom until now. They’ve just been added so that all frame components are represented.
“Add Vendor” Functionality Improved
The capability to add a vendor “on-the-fly” has been enhanced to check for the use of the FMS Accounts Payable module. If the A/P module is being used, all vendor maintenance MUST be done in FMS, and the “Add Vendor” function will be disabled. If the A/P module is not being used, all frame component vendors can be quickly added using “Add Vendor.”
“W/I” Print Code Definitions Returned to ‘Service’ Tabs
The ability to set up one description to print on the workticket side and another to print on the invoice side has been returned to the ‘Service’ tabs. So, the print code will display the corresponding “W” and “I” text for user modification. The System Administrator will have to change these values if needed. Also this will not change the Invoice Description in the Price lists.
Side Shield Cross-Reference Repaired
Under certain circumstances, the “Create Cross-Reference” option would fail when attempting to cross-reference side-shields to frames/fronts. This error has been uncovered and corrected.
Material and Seg Frame Exclusion in View and Xref
In the View Edit detail of every frame a material and seg group can be excluded from processing. This will restrict the materials and segs that are allowed with a frame in Rx Order Entry
[pic]
Creation Wizard “Restarts” on ‘Finish’
The Frame ‘Creation Wizard’ now returns to the opening screen when an iteration has been completed and the user clicks the “Finish” button. Previously, if the user wanted to create another frame component, he/she would have to restart the ‘Creation Wizard.’
“Eye/Bridge” Column Consistency on Xref and View
Some frame component Xref and View screens had the bridge column before the eye column and vice-versa. For consistency, all Xref and View tabs have eye followed by bridge.
“Inv Des” All Set to UPPER Case
All screens in Frame Maintenance where an invoice description can be entered are now forced upper case. In addition, any existing invoice descriptions with initial caps or all lower case were converted to all caps.
‘Gender’ Field on View/Edit Popup
If the user clicked on the dropdown for the ‘Gender’ field on any of the View/Edit popup windows, except shape only, the existing value would “disappear”. Subsequent recalls would display a blank ‘Gender’ field. The ‘Gender’ is now properly displayed on the View/Edit popup windows.
Validation Error Corrected on ‘Sunglass’ Tab in Creation Wizard
Any validation problems on the ‘Sunglass’ tab in the ‘Creation Wizard’ would cause an error message to be displayed that referenced “Reading Glass”. This error text has been corrected to indicate “Sunglass”.
Deleting Material/Lens Style Price Groups
Users were unable to completely delete material and lens style price groups if the same material and style group name had been used on a different price list. So, if the user created a “PLASTIC” material price group on both the “STANDARD” and “MEDICAID” price list, he couldn’t delete the price group from the “STANDARD” (or the “MEDICAID” price list). The system will delete the material and style price group from the price list that is being modified, it will also remove the material and style price groups from the “Lens Add-On Schedule” for that price list.
Price List Create Screen Enhanced
The price list create now asks what to create the options are Base List, Price List or Schedule.
This was changed to make creating new pricelists from scratch easier. There was a problem with having a base list attached to multiple price lists. The Base list is assigned to a customer. In 176B the Base List and the price list had to have the same name. Now they can be different. This allows the system to have fall through pricing. For instance, If you want to have a special price on some polycarbonate lenses but the rest of the lens prices be the standard price you can do that by creating a standard price list and a special polycarbonate price list and tie them to the same base list with different priorities.
Feature Changes:
• All of the create features are under the New Button
• The Next and Previous and new buttons have been removed from the screen. You now just click on the field at the top of the screen that you want to modify
• Attach a schedule to an existing price list is done under the all price list button only
• Deleting price lists is done under the all price list button only
• Changing a Price list schedule name effective data or description is done under the all price list button only
Below is a picture of the new screens:
[pic]
[pic]
Sphere/Cyl Add-On Pricing
The capability to set up separate sphere and cylinder add-on pricing (in addition to the “power” combination add-on pricing) has been developed to support specific Medicaid pricing.
[pic]
[pic]
Pricing Add-on Limits
Add on pricing for Sphere, Cylinder Add, Prism and Eye Size now have a limit (maximum) charge.
Service Schedule Descriptions copy fixed
When a Miscellaneous Schedule is copied from one pricelist to another the invoice descriptions are also copied.
Customer Service Inquiry Total Amt field calculation fixed
The Customer Service Inquiry Total Amt field is calculating incorrectly.
Lens Substitution
Lenses can now be substituted during the calculation process of order entry or batch processing.
This will allow a lens with a service to map to a lens that already has that service applied. An example is a Polycarbonate Single Vision order with AR coating can be substituted with a Polycarbonate AR coated finished Single Vision. It has an option for making the substitution always or only when the Primary lens is out of stock.
[pic]
Frame Priority
Frames now have priority just like lenses. This is used in conjunction with frame compatibility to allow different frames to be used interchangeably on an order. When you set two frames to be compatible the system will pick a frame to use by the priority. The lower priority frame will get selected first and the higher priority second. The frame priority is set in the view/edit frame button under Frame Inventory and Cross Reference.
[pic]
[pic]
Lens Technical Report added
The lens technical report has been added to the reports menu to make it easier to review lens detail information.
[pic]
Work Ticket and Invoice Description Enhancement
The Work Ticket and Invoice description where added to item types of coat, tint, fees, treatments, user defined services and wearer protection plans.
Group Type added to Material and Style groups
This is used to set what type of group the group is. The choices are Conflict, Exclude, Prod, Report, Sort.
[pic]
Discount Lists are now called Inv Discount Schedules
The screen called Discount Schedule is now named Inv Discount Schedule so it can be differentiated from the EOM Discount Schedule (Volume Discounts).
Red Required Fields
In all of the menu options required fields will now show in Red.
Accessory Create With No accessories created error resolved
When the accessory screen was accessed and no accessories where created yes an error would occur “specify retrieval arguments”. This issues has been resolved.
Inventory Management
‘Return to Vendor’ Functionality Added to Vistar IM
This functionality closely mimics Order/Purchase Order Processing:
1) ‘Return Order Management’ is used to generate a new “Return (to Vendor) Order”. For a particular type code/vendor combination, a return reason, RMA # and Inventory decision is entered for items being returned. The ‘Item Finder’ is used to select items for return. The “Return Order” can be saved, recalled, modified, etc. while it’s still in the order phase.
2) ‘Generate Return to Vendor’ confirms the return has been completed and all items have been selected. Basically, the package is ready to be physically shipped back to the vendor. This menu option is available under ‘Maintenance’ -> ‘Return to Vendor’ when an order has been selected/highlighted.
3) ‘Return Management’ displays all returns that have been generated, with print dates, approval status, and “actual amount” received. The user also uses this screen to open returns and record the actual quantity and dollar amount received by the vendor. For instance, if the return was a single $5.00 item, and the vendor issues a $5.00 credit, the user records that information using this screen.
4) ‘Receive Returns’ is available once a “posted” (the box has been checked for that specific return) return has been selected/highlighted. So, after all lines have been “received” and credit has been issued by the vendor, the return is “posted”. This enables the ‘Receive Returns’ option, which generates the AP credit voucher batch. This batch may be posted to a GL account either the default or a special account that is selected for returns.
Note that two inventory options are available: “NOACTION” (which means no inventory transactions will take place), and “REMOVE” (which means a “SHRINK”, or other ‘-‘ quantity on hand transaction, can be specified to handle inventory).
Modification to Return to Vendor
General Screen Cleanup from original release. Return reason are not assigned at the line level. Return to Vendor Print outs include the Line Level Return Reason.
[pic]
Replenishment Purchase Order Sorting Issue Resolved
Replenishment order processing has been reworked to order all items by the “sort key”. The “sort key” is used primarily for determining sort order of lens items. Some lens POs were not printing in the correct order. Now all Replenishment orders will print in “sort key” order.
Close Non Vouchered PO removal error resolved
Non Vouchered PO’s incorrectly looked the the total quantity rejected when considering for removal. This has been resolved.
Receipts Processing Functionality
Receiving inventory has been converted and enhanced. Inventory can be received by a barcode scanner directly into the screen. This requires the barcode scanner to be connected as a keyboard wedge to the PC that inventory is received at. The cost can be updated on any line item on the receiver. The user can receive extra or additional items on the receiver if needed by pressing the insert key. This brings up the item finder that is used through out Visionstar LMS V04. When the user is complete they click complete and Post the Receipt to inventory in one step. When the receiver is posted a receipts document will print out on the printer that is specified in print control.
[pic]
Backorder Items Enhancement
Items now have a stock out date that will notify the user during order entry (Rx & Stock) when certain items are on back order from the Vendor. For example if a STEVE frame (56-14-145skm-black) was on back order from the factory and the Vendor did not expect to ship for 5-6 weeks, the system will display the following message during Order Entry:
Frame is on Back Order until mm/dd/yyyy.
Users may continue to process the order, whereas this is just a warning message, or set the order aside to see if the customer would like to substitute a different frame.
Using inventory item update a user can set the Expected Receipts date for backordered items.
“Average Usage” Set to 0 on Min/Max Replenishment Items
The Min/Max replenishment routine calculates an “average usage”. This number is then used to determine the min/max and suggested order quantity. The routine had been clearing this field after the order had been created. This quantity is useful (on reports and on item lookup) and needs to be available to the user. The routine was changed to not only retain the calculated average, but to calculate ALL item’s average quantity, regardless of replenishment order or item status.
“Empty” Short Order No Longer Created
Under a VERY specific set of circumstances, it was possible to create a short order with no line items. The short order processing was changed to trap this condition and return an error to the user instead. (It was also possible for an item to look as if it had been short ordered, only to never appear on any short order.)
‘Inventory Activity History’ Usability Modifications
There were several changes to this window to improve usability:
1) Specifying ‘Transaction Date’ will disable date ‘Range’ (and vice versa)
2) ‘Type’ code was moved BEFORE ‘Item’ to filter Item Finder
3) ‘Retrieve’ and ‘Clear’ buttons are in the upper right area of the screen and the ‘Close’ option has been removed.
‘Item Finder’ OPC/UPC Tab Modifications
The ‘Item Finder’ is available in several applications with this release: Stock/MI/Credit Order Entry, Inventory Adjustments and Inventory Activity History, Order/PO Processing, and Return to Vendor Processing. The OPC/UPC tab of the ‘Item Finder’ was greatly enhanced with the following functionality:
[pic]
In Inventory Activity History and Return to Vendor, the OPC/UPC tab is restricted to selection of items based on type code. For instance, if “FRAMES” is the type code entered, a lens OPC cannot be scanned/retrieved. This is true for any inventory function, utilizing the Item Finder, where type code can be entered as criteria.
In Inventory Adjustments, the OPC/UPC tab also contains the ‘Adj Type’ and ‘Transaction Code’ fields to default transactions for OPC/UPCs entered/scanned.
[pic]
[pic]
In Order/PO Processing, a ‘Quantity’ field on the OPC/UPC tab allows the user to scan barcodes multiple times, automatically increasing the quantity to order. The quantity to order is then “pulled back” to the Order Management ‘Detail’ screen.
(NOTE: The ‘Item Finder’ changes for Stock Order Entry are addressed in the SOE section of this document.)
Miscellaneous Inventory Modifications
The item create process was not setting the “STD” (standard) unit cost when the item’s category code was set to the standard cost method. A flag was added to ‘Set Up I/M for Companies’ called “Copy Next PO Cost to Std Unit Cost?” This flag is initially set to ‘N’. If set to ‘Y’, the STD unit cost will be set during item creation.
Inventory Adjustments were setting an item’s “last received date” and “last received quantity” fields. Adjustments were corrected so that ONLY Purchase Order receipts set these two fields.
Purchase Order confirmation can now be set up for FTP orders. For example, if POs are FTP’d to Opticom, a reply e-mail address can be specified and an e-mail will be sent (by Opticom) to that address confirming order status, etc.
‘Require Approval for Purchase Orders?’ will now only allow entry of UPPER case “Y” or “N”. This ‘Set Up PO for Companies’ field had allowed entry of lowercase letters, which caused PO approval validation to fail.
EDI Purchase order account number has been moved to the vendor screen
Now when the purchase order format is selected for a vendor the account number can be different for short orders and replenishment orders. The setup is PO Control tab of Vendor Profile in Account Payable.
Inventory Verification OPC Override
In inventory verification only a user with QA Supervisor status can update the OPC code for an item.
Added new functionality for inventory bins
New Functionality called Inventory bins. This allows a job to be assigned to a bin along with other jobs. This can be used any time you are going to put orders in a bin. Examples are Backorder Frames, Frame To Come and AR Coating. Below is the setup screen for creating bins. Once these bins have been setup you can assign an order to a bin. Assign Bin and Unassign Bin are under the processing menu.
[pic]
[pic]
Outsource Component and Vendor
Added an outsource component screen to define what components can be oustsource. This then gets assigned to the outsource vendor. The outsource vendor screen provides a way to assign the in and out station for the vendor, Vendor contact information and Purchase order information.
[pic]
[pic]
Shift and Cell added to breakage
The breakage/reverse breakage screen now includes the Cell and Shift fields in the technician drop down. Breakage also now uses a new improved job flow procedure. Job flow must be turned on in order to use this feature.
Changed Menu Names
Inventory Activity Hist -- Inventory Activity History
Confirm Requisition -- Confirm Orders
Replenishment /Short or -- Replenishment / Short Orders
Outsource Functionality Enhancement
Outsourcing now has Components. The component is assigned to an outsource vendor. This sets the types of item that can be outsourced for that vendor.
The outsource vendor now specifies the outsource station, ship method, lead days, print parameters and bins that are used. Outsourced orders can not be re-outsourced unless the order is broken and a breakage is posted for the order. The Outsource screen can be used with a scanner (Symbol P360/460 inventory mode or Symbol 4000 programmed for inventory verification).
Added reverse outsource to the system to allow an outsourced order to be put back into production without having to return the order from outsourcing incorrectly.
Below are screens of both component and vendor.
[pic]
[pic]
Cost Show in Breakage
The cost fields will be hidden in the breakage screen if the users override cost flag is set to ‘N’.
Print Any Text as a Barcode
Visionstar LMS V04 now has an option under the file menu that will allow a user to print barcodes on a label printer. The text is typed in and the number of barcodes to print is entered.
This requires a Stripe Zebra S400 or S600 label printer. This was written to allow a user to reprint a tray barcode on the fly. It can be used with a scanner that is attached to the PC via a keyboard wedge. This options is also available in Production Management
[pic]
Order Management
Rx Best Cutout Graphical Display
New functionality has been put into place to display a graphical representation of the cutout on a job with a cutout error. The user can then adjust the cutout and “Continue/Edit/Store” the job as necessary. Note that the “Continue” option is only available once the cutout has been adjusted enough to overcome the error. On recalling an order that has been modified to cut out, the modified cutout values will be recalled instead of the original values.
A new option for ‘Cutout Calibration’ is also available in the ‘Tools’ menu. This will allow the user to set 1mm on the screen that exactly represents 1mm for the cutout popup.
[pic]
‘Unprocessed Orders’ Now Displays ‘Order Origin’
The ‘Order Origin’ is to be eventually populated/displayed on all ‘Job List’ screens (including Stock Order Entry and Production Inquiry). For now, the ‘Unprocessed Orders’ screen available in Rx Entry is the only place to display the ‘Order Origin’ on a list of jobs.
[pic]
Handling “TRT” (Treatments) at Rx Entry
Treatments can now be assigned to each eye individually via the ‘Rx Special’ tab. They will still default from the Processing Master, but will not appear on UNCUT jobs or right/left lenses where the lens status is an “enclosed” status.
Reverse Slab Off lens selection streamlined
Order entry procedure for supplying Reverse-slab lenses has been streamlined. It is no longer necessary to manually enter or adjust the calculated slab amount to match what is available -- the system will automatically chose the lens with the highest slab amount less than or equal to the calculated amount (if no more than 1/2 diopter less).
In addition, and edit check has been added to ensure that if Reverse slab is selected, the lens style entered must have "reverse seg" Y.
Specifying slab-off amount will still work, if desired.
Thickness Tolerance on Finish Lenses
Finish Lens thickness now has a low / high range in lens options. This is used for lens selection. If a finish lens is being considered it can be some amount thicker or thinner then a semi finished blank would generate to.
[pic]
Thickness Tolerance Now Selectable by customer
Now the finish and semi-finish lens thickness tolerances are configurable at the customer level. The Thickness Tolerance overrides the Processing Master Thickness Tolerance for that customers order.
[pic]
Variable Edge Thickness can be overridden by edge type
Now you can override the thickness for specific edge types within a thickness chart. For instance, you can have the minimum edge thickness for poly be 1.0 but for a rimless it can be 2.0. This was done in the edge type setup before but it is easier to control and more flexible.
[pic]
[pic]
Split Stock Order Moves tray number to split order
Now when a stock order is split and the original order is shipped the tray number from the original order will be moved to the split order. The tray number will print on the split ticket document for reference.
Default Services on Third Party Jobs
The “Default Service” popup window at Rx Entry now indicates from which customer the services have been defaulted from: either Order-by, Bill-to, or both. The ‘Customer Type’ is displayed for each of the defaulted services.
EyeFinity Import Frame Shapes
It was found that when an Eyefinity order was received that had a frame shape that was the same name as one of the LMS stored frame shapes it was incorrectly attaching the LMS stored shape to the order instead of the frame shape that was received from Eyefinity with the order. This issue has been resolved.
Equipment Calibration Orders
Visionstar LMS V04 now has calibration orders. The can be used to calibrate interfaced equipment. These orders can not be shipped and do not count against production (WIP).
This is used when an interface requires calibration. This can be used on an as needed basis or on a regular interval. In order to have calibration as on a regular interval the station in department maintenance that is associated with the machine needs the calibration interval set. Then when the machine usage equals the calibration interval the machine will not be usable until the calibration order has been run on the machine.
RX Re-bill Added
There are several reasons a user might generate order re-billings for Rx, Stock Invoices, and manual billings. Reasons for a re-bill might include:
• An order was billed to the wrong account
• An order was shipped to the wrong account
• An order had the wrong order by account (create new order/credit old)
• An order was billed using the wrong price list
• An order was billed less tax and should have been taxable
• An order included a discount and should not have been discounted
• A credit was issued to an account by mistake
• An order was billed to the customer and should have been billed to a Third Party
• An order was billed to a Third Party and should have been billed to the Customer
In 176B, users simple enter a new Rx to correct the problem and upon completion of printing, verify if necessary, and then ship the order. This could skew inventory counts and does skew production numbers. (entered, shipped, etc).
For this reason Visionstar LMS V04 allows users to generate these types of documents without causing the problems noted above. To facilitate this functionality we add a new job prefix of “RB” for re-bills. This will allow entry of these types of orders for the purposes of generating the correct accounting information and production statistics will be correct since those reports generate statistics based on the invoice prefix of “RX”.
The re-bill menu option will allow all the functionality currently in the Rx Order Entry screen. They following are things the user can change:
• Ship To Account
• Order by Account (the system will refresh price list, discount list, and tax lists)
• Bill To Account (the system refresh price list, discount list, and tax lists)
• Price List (The user will be able to enter a valid price list)
• Tax List (The user will be able to add or remove a valid tax list)
• The user will be able to change from a TP job type to an NW job type.
• The user t be able to change from a valid job type to a TP job type.
Default services will not be applied to the order but they will be warned that the default services might apply since the attributes of the order have changed. The user must manually decide what attributes to add or remove on re-bill orders.
Re-bill orders do not decrement inventory, update job cost, or generate job flow records. Additionally when these orders are shipped the system will not perform the normal job tracking checks whereas they will often fail since the job did not pass through production.
Upon completion of re-bill order entry the system will prompt the user to ship the order at that time since, the user quite often recalls the shipping screen and immediately ships the order after having performed inventory verification.
The transfer to AR process will re-set the RB invoice prefixes to be RX during the transfer to AR and Sales. This will cause the orders to appear correctly for the purpose of generating statements and reporting of sales.
A document for re-bills that is similar to the Invoice at Shipping document will contain the new billing information. This will print at shipping of the Re-bill order. The left hand side of this document will contain the word REBILL in bold letters designating this is a billing ticket only.
Max Co-payment Functionality
Maximum co-payment amount is the maximum dollar limit that the bill to customer agrees to pay per job. Thus, the difference of job total minus maximum dollar per job is what the patient would have to pay. Maximum co-pay per job only applies to the customer contract. There are several modifications to the existing VisionStar pricing routines, customer profile, contract profile and database structures to facilitate this functionality.
If the order by or bill to customer has a maximum limit per job the bill to customer has agreed to pay, the limit amount needs to be set up in the contract profile and copied to all corresponding customers. In this case, co-pay price lists are not required for those accounts. During order processing, the system will calculate the total job amount from the customer’s price list and create a co-payment item for the max co-payment amount in the contract. When the job total is less than the contract limit, the entire job total is then billed to the bill to customer.
Rx Entry Retains Co-pay on Recalc
When a co-pay is entered on a job not yet invoiced, a “M”iscellaneous line item is inserted on the job with the dollar amount and ‘COPAYMENT RECD’ as the description. If a job was recalc’d AFTER the co-pay had been entered, that line item was removed and the co-pay would not be recorded when the job transferred to A/R. Recalcs on jobs where the co-pay has been entered will no longer remove the co-pay line item.
Notes on Rx Orders
Notes can now be stored on Rx Orders. When a note is saved for an order it will be accessible from the Customer Service application as well as in Rx Order entry when an order is Recalled. The Notes tab will have a red check on it when a note is stored on the order.
Balanced Lens Enhanced
During Rx Order Entry the user will only have to key in the BAL lens status, the lens material and the lens style. The job will calculate with the appropriate power based on the value stored in the corresponding processing master for balance grind method.
The system administrator will need to go into the lens status setup screen and check the Balance flag in order for the system to know what status is balanced.
Contract “Extra SS” Default Retained at Rx Entry
After a contract customer has been specified on the Rx Entry ‘Header’ tab, the “Extra SS” box is defaulted with the number of extra side shields from the customer’s contract record. When the user selected a Frame Status for the job, the “Extra SS” box was cleared, thereby losing the contract’s default number of extra side shields. Rx Entry will now retain the value defaulted in the “Extra SS” box from the customer’s contract.
Miscellaneous Rx Entry Modifications
Call ID functionality has been expanded to support calls with over 999 jobs. All Call ID fields (in various applications) have been “stretched” to accommodate 4 digits.
Third Party Price List Lock Out
Now when a Third Party order is entered the price list and base list drop downs are gray indicating that they can not be changed.
Ship-To Changes in Rx Order entry fixed
When the ship to address was changed in Rx Order entry the address 2 fields was not being cleared from the original ship-to. This has been resolved.
Seg Height on Work Ticket Displays Corrected
In some cases the seg height on the Workticket might print the incorrect value. Usually round up or down by .5 mm. This issue has been resolved.
Max Inset Warning instead of forcing inset change
When the Max Inset exceeds the limit the user will just get a warning instead of having to adjust it below the limit.
SDS Batch Processed Order Frame Lookup
SDS occasionally sends a “blank” for frame shape in the import file when a shape is not found in the frame library. The import process will now look up shape information (in these situations) based on the name of the frame sent in the import file.
Added Prism for Progressives Functionality
‘Equipment Interface Translation’ can now be used to specify extra prism for progressive material/lens style combinations so that “blocking tabs” don’t have to be used. “PGTABS” is the ‘Device’, followed by the particular material/lens style and amount of prism to be added.
Prism Thinning Override Stays on Order Recall
The prism thinning amount if overridden on the Special tab of Rx Order Entry was being reset to default when the order was recalled. This has been resolved.
‘New Item Finder’ Used for Stock Orders
The methodology for entering line items on a stock order has changed. The user no longer selects “Item Type” and subsequently tabs through that type’s popup window. Once the [INSERT] key is pressed, the Item Finder comes up for any number of items to be selected, and quantity entered. This should facilitate much faster order entry.
The OPC/UPC tab is fully enabled and scanner-capable. If the user has the products on the order in front of them, order entry is as simple as scanning each item.
[pic]
Stock Invoices Print with Correct Ship Charge at “SHIPPING”
NOTE: This only applies to users who print stock invoices when the job is actually shipped AND assign the “ship charge” at shipping. There was a problem with assigning the shipping charge on a stock order when using ViStar Shipping. It wouldn’t print on the invoice, and it wasn’t being saved with the job data. That has been corrected.
“Order Status” Note on Stock Invoice
The Stock Invoice will now include additional information as to the status of backorders/split orders, etc.:
• ‘Backordered items will be on the next order , ’ will print on the original order’s invoice if a split job exists
• ‘All backorder items have been cancelled’ will print on the original order’s invoice if the split job has been cancelled
• ‘Backordered items were from invoice ’ will print on the split job’s invoice as long as the original job hasn’t been cancelled
• ‘The original job has been cancelled’ will print on the split job’s invoice if the original job has been cancelled.
‘Reference’ Length Check at Order Entry
There are two places to enter a line-item reference in Stock/Credit/Manual Invoice Entry: on the ‘Summary’ tab and on a line item’s popup screen. Neither location accurately checked that the ‘Reference’ was only 20 characters. References entered longer than this would simply disappear. Both fields now accurately check the length of the ‘Reference’.
‘Unit Disc Price’ on Stock Invoice Used Wrong Quantity
For those users that use this “special” field on the Stock Invoice, the wrong amount was printing when the ship/BO quantities were not the same. So, if 10 items were ordered at $5 a piece, and 5 were shipped with 5 on backorder, the ‘Unit Disc Price’ was showing as $2.50. This has been corrected so that the correct amount will print.
Credit Reprint Error Resolved
If a credit invoice had been printed at one printer, and then reprinted on another printer, any subsequent attempts to reprint that credit invoice would fail with an error message. The system will now recognize which printer had been printed to originally and properly update the “reprint/copy” information. In addition, the operator who reprinted the credit will be recorded in the job’s history.
Customer PO’s fixed
Customer PO’s now looks at the customer profile and contract profile correctly. In Rx Order Entry if the customer has a PO required but one is not supplied it will now allow the order to be calculated. On Remake Orders the current PO for that customer will replace the original PO from the original order. The system now uses the Order by PO first before it looks for a Bill-to account.
Hold Status Stops Calc
When a bill to, ship to or order by account is set to a hold status the orders for that account can not be calculated. This can be overridden by a use with QA supervisor status.
Document Number Uniqueness enhanced for batch processing
When the unique document number flag is active for a n import rule the document number field in order entry will be gray. This will keep order entry operators from changing the document number and forcing duplicate orders through the lab. For each order origin the unique document number can be set to override the system default unique document number flag. When this override is turned on canceled order will not be checked.
Zip Code Enhancement
When a zip code is changed and there is more then one city for that zip code the first city that is in the list will be placed in the city field in customer profile.
Copy Job ID to Tray
If this flag is set in system management the system will place the job id of the order to the tray number when the job is calculated or when it is received from batch processing. This is useful if you will be using peel off labels on Rx orders instead of regular permanent tray labels or if you are using different trays for surface and finish and you don’t want to have to change the tray number between the two areas of the lab.
Rx Patient Information tab
Rx Order Entry now has an Rx Patient tab to relieve some of the congestion on the Rx Header page and to add functionality for Mail to Patient, User Defined fields, Duty Status and Patient Grade.
[pic]
Default Rx Schedule
Rx Order Entry can default on Frame Status, Lens Status, Material, Seg Style and Priority.
The default is assigned in Order Entry System option in System Management and is effective for all Rx Orders that are entered.
[pic]
Original Frame Popup on Recall Order
When an order is recalled into order entry and the frame status or frame name is changed a screen will pop up that displays the frame information that was on the order. This only works when the order origin is populated
[pic]
Enhanced Cut Job Requires Shape Functionality
When the Cut Job Requires Shape flag is set to Y in system management the system will check that the shape is valid the frame dimensions for the job in addition to requiring a shape.
Fixed Invalid Temples
When an invalid temple is imported on a job the temple field is now accessible for change.
Fixed a problem with Unlock Job
When a Rx Order Entry was closed it would incorrectly unlock the previously locked order instead of the current order. It now correctly unlocks the current order.
Copy Job Function Added
You can now copy an existing order for easy creation of a second pair.
[pic]
EyeFinity Detail Window Added
When an order is brought in from EyeFinity the original order detail information is displayed in a window on the Rx order entry screen when the order is recalled.
Dual Eye Trace Functionality Added
The order entry screen now displays both the left and right eye dimensions and circumference. LMS now stores both the right and left eye tracing information independently. Equipment that request both left and right eye information will be sent both tracings.
For tracers that only send one eye’s information it will be stored as if it was a two eye tracing. If an order is recalled that only has a one eye trace the dimensions and circumference will be copied to the other eye.
Production Management
Job Flow Enhancements
Job flow forward and backward adjustments now log correctly to history. Job flow adjustments have an override threshold. Once the order has been adjusted the set amount of times only a supervisor can adjust it.
Vendor breakage added to departments
The department maintenance screen has a vendor breakage flag. The breakage flag indicates that this department ether contains AR stations, Lab Stations or Vendor Stations. This is used to report a breakage as one of these three types.
Failed QA Jobs Screen
Jobs that fail QA can now be seen in the Failed QA Jobs screen. This screen allows a user to query on a either the tray number or Job Id. This screen will show the QA status, Date and Time checked, operator and machine it was QA’d.
Breakage and Production Tracking Inquiry Added
To aid in spot checking Breakage and Job Tracking the system now has a query screen for both. The Breakage screen allow a user to enter a date range then click on a Department and breakage reason and on the right it will show details about breakage. The report can be broke down to the position cell technician and shift. This functionality only works with job flow turned on.
[pic]
Production tracking inquiry will show the detail of any tracking station under any department. It breaks down all the way to the number of orders that have when through that station by hour of the day.
[pic]
Rework Inquiry added
The rework inquiry screen has been added to show reverse job flow adjustments. It can been queried on Department, reason and position.
Department Maintenance Enhancement
In department maintenance when information is in the tabs (position, reason, shift, calibration) the tab will have a red check just like frame view and cross reference.
[pic]
Lap Rounding Exceptions
This allows for the system to have rounding exceptions for certain ranges of powers. It is assigned to processing masters for any material and lens style that might need exceptions to standard lap rounding. The Base or Cross must both have an exception.
Block Cure Times
Block cure time that was introduced in LMS Version 3 specifically for the Gerber Step 1 blocker and the Gerber Generators has been expanded to include any block and any generator. The setup of the block cure time has also moved from Equipment Interface Translation to Block Cure Time. The Block Cure Time is now setup by Blocker and Lens option. The blocker is any blocker that is setup in department maintenance as a surface blocker.
[pic]
Cell/Shift Redesign
Cell/Shift redesign. This involved modifications to the following:
Department Maintenance--Shift tab removed
Add Check Calibration to Tracking Station
Remove Require Calibration from Tracking S
Remove dropdown from Cell and protect.
Cell Maintenance
Add shift tab. tlm_shift now has cell_key.
Assign Operator to Equipment
Change order of Department/Shift/Cell
Add Start Shift and End Shift to menu
Add logic to restrict starting shift
Add logic to set calibration_reqd
Allow technician to be logged in to only
one cell at a time.
Assign Default Equipment
Change order of Department/Shift/Cell
Technician Maintenance
Change dropdown d_ddw_sy_user_id to use
lower case field.
Manual Order Tracking
Add technician
Check login_reqd for station and restrict
accordingly.
Job Flow Adjustment
Change order of Department/Shift/Cell
Base Curve Save Fixed
The base curve chart window was not always saving changes. This issue has been resolved.
Block Screen Changes
Added parameters in the block screen for block material and block type. Added a flag to allow cut into block and added a cut tolerance. This allows wax blocks to be cut into by the generator to a specified distance from the block itself. Relieved seg rings flag now works correctly.
[pic]
Descriptions Added
The Prismatic Tolerance and Crib control screens now allow for a description to be entered.
Shipping Management
VisionStar LMS V04 offers several features for initiating shipment of orders; which include:
Direct Shipping
The order arrives in the shipping area and the work ticket/invoice generated during Order Entry is wrapped around the job. (Some laboratories choose to use perforated paper and will tear off the lab portion before wrapping the job) The job is then scanned through the normal shipping screen. The list of jobs shipped will display on right-hand side of the form and a count of jobs shipped that day is displayed at the bottom of the form.
Direct Shipping Generating New Invoice
The order arrives in the shipping area and is scanned through the normal shipping screen. This in turn will trigger the print of a new invoice to be wrapped around the job. The list of jobs shipped will display on right-hand side of the form and a count of jobs shipped that day is displayed at the bottom of the form.
Courier Ship by Account
The order arrives in the shipping area, the invoice is wrapped around the eyeglasses and the order is put into the appropriate customer bin to be shipped at a later time. At the time of shipping, personnel initiate the Courier Ship by Account form, scan the customer number that is printed on the work ticket, select the appropriate courier and scan all orders for that customer. The system notifies the operator during the scanning process if a particular order is to be mailed to the patient, if the shipping address has been modified post order entry or if customer does not match the scanned customer number. After scanning all the jobs in a customers bin, personnel scan a ship barcode and the system will ship all the orders that were scanned. If ICARE wants to attach an Airborne tracking number to all the orders that were shipped for a particular customer, this requires a small Dymo Labelwriter SE300 printer to print a batch barcode to apply to the box sent out via Airborne. After generation of the Airborne document, personnel bring up the Courier Tracking Number screen, scan the VisionStar LMS V04 generated batch number and then scan the Airborne tracking number. This will then attach that tracking number to all jobs that were in that batch, thus enabling the customer service person to view the tracking number on the customer service inquiry screen.
Courier Ship by Account via Mailroom
The order arrives in a station prior to the shipping area called mailroom and is scanned. This scan will initiate the print of a new invoice that is wrapped around the order and placed in the appropriate customer’s bin. The list of orders scanned to the mailroom display on the right of the mailroom form. At the time of shipping, personnel initiate the Courier Ship by Account form, scan the customer number that is printed on the work ticket, select the appropriate courier and scan all orders for that customer. The system notifies the operator during the scanning process if a particular order is to be mailed to the patient, if the shipping address has modified post order entry or if customer does not match the scanned customer number. After scanning all the jobs in a customers bin, personnel scan a ship barcode and the system will ship all the orders that were scanned. If you want to attach an Airborne tracking number to all the orders that were shipped for a particular customer, this requires a small Dymo Labelwriter SE300 printer to print a batch barcode to apply to the box sent out via Airborne. After generation of the Airborne document, personnel would then bring up the Courier Tracking Number screen, scan the VisionStar LMS V04 generated batch number and then scan the Airborne tracking number. This will then attach that tracking number to all jobs that were in that batch, enabling customer service personnel to view the tracking number on the customer service inquiry screen.
New Functionality Added
Added screens:
Mailroom / Unmailroom
Courier shipping
Ship Account Validation
Courier ship by ship account
Courier Tracking Number
Print Mailing Label
Added logic to not allow shipping of calibration jobs or orders where the do not ship flag is set.
Changed “print mailing label” to use print control for configuration.
Added mail to patient functionality. In both Courier ship by ship account and Ship/Unship order the screen will print mail to patient and address change jobs after the question pop up for printing mailing labels.
On Courier Ship screens the buttons are now consistent with ship and cancel instead of print continue and clear.
Allow the user to specify 0 for the number of mailing labels to print.
Courier Ship by Account will not allow a job to be shipped that has been scanned in to the mailroom screen for regular courier shipping.
Courier ship by account can now print a shipping manifest after the orders are shipped.
Mailroom / Unmailroom
This feature allows Courier shipping to work. Courier shipping takes orders from the mailroom and ships them in a batch all at one time. Mailroom / Unmailroom functions exactly the same as the Ship / Unship screen, It will verify that all of the required stations have been went through. It also checks the “do not ship flag”.
Courier Tracking Setup
Courier Setup now has a place to define where in the barcode the tracking number is. It has a starting location and length.
USPS has been added to the list of couriers on Visionstar LMS V04.
Users name added to shipping failures dialogs
When an order is on hold canceled or set to Do Not Ship the user that put the order in that status will be displayed on the dialog box.
System Management
Varilux Data Extract file format change
The data file extract format for Varilux has changed. This will require some product group setup.
The Nikkon Performance Package was replaced with:
1. crizal alize
2. varilux ellips
3. varilux lpseo
4. future varilux product
The lens statistics report was also change to match.
Print Maintenance Functionality
There were several enhancements to the ‘Print Maintenance’ module:
• Changes to a tab will now be reflected in another tab’s dropdown (so the user doesn’t have to exit the application and return to select that value from a dropdown on another tab).
• “Invalid row range” errors have been addressed when updating existing errors.
• The user can now click a column heading to sort on that column without getting a “System Error” that closes the application.
• ‘Set Up Operating System Printers’ has been removed from FMS. The user must now use the “Add” button on the ‘Printer Name’ tab to make a new printer available.
“Rx User Printer” in ‘User Maintenance’
An “Rx User Printer” can be defined for each user in ‘User Maintenance’ on the ‘Production’ tab. The name of the printer on this form had been limited to 8 characters (even though the name of the printer on the ‘Print Maintenance’ tab can be up to 20 characters.) The full 20 characters are now allowed.
Force “Inv Des” to Upper Case
On the ‘General Codes’ tab, the user can set up Ship Methods, Order Priorities, and Lens Statuses. These items all have an associated “Inv Des” (invoice description) since pricing can be set up for each of these items. The application now forces this description to be UPPER case for consistency.
Security Roles Added
Added security maintenance that defines what menus and applications a user may have access to.
Items with a Black X’s are restricted and Items with red check marks are accessible for that user role. To toggle between the two options right click on the icon next to the menu option you want to change. Double click an application to expand the menu options below it. Click on the + next to a menu to see expand the menu to show the menu options.
[pic]
Added Password Complexity and Expiration
User passwords can not be set to expire and the complexity of the user password can be set.
User passwords can expire on be locked out for failed log attempts and expiration. How often a password can be re-used can also be set up.
Password complexity defines how many characters, numbers and punctuation are required and how long a password must be.
[pic]
[pic]
Role / Password profile assignment
A screen has been added to make assigning the role and password profile to a user quicker.
It lists all of the users for the system and a drop down is available for the role and password profile.
[pic]
Calendar Code Maintenance Added
The calendar code maintenance that was in the SQLTIME Initial Setup has been converted. It functions similarly to the old one. The calendar is now broke down by Fiscal Year. The user will create a 12 month calendar for each year. The Calendar code can stay the same name and just the year can change as when new years are added. For instance if you have a calendar named FISCAL you create a new calendar year by making a new calendar with the code of FISCAL and a new year. Then put the months in for that year.
[pic]
Added Security setup reports
Three reports have been added. A Security Role Report that reports on the roles that are defined. A Security User Report that displays the role that is assigned to a user or all users. A Security User by Role Report that shows each user assigned to a role.
Added Job List Color Options
Added a setup to have user defined colors for different job types when the job list is displayed in customer services.
[pic]
LENS CREATE by SPREADSHEET
Lens create has been removed from the system and replaced with an import process. This is now done by a spreadsheet.
1. Create the spreadsheet for the lenses the need created
2. Save the spreadsheet as comma delimited text file. With a txt extension
3. Place the spreadsheet in a working directory on your local PC
4. Start Database Management
5. Go into Maintenance / Lenses and verify the material and styles are entered for the lenses that you are going to create
6. Go into Processing / Lens Create
7. Click File
8. Click Import Lens File
9. Go to your working directory and select the text file to import
10. Verify information
11. Click Edit / Create Lenses
[pic]
This provides the file format necessary to import lens detail information into the Vistar Production System:
1. Required Fields: These fields must be provided in the import file. They are required for creating lens in the Vistar system.
2. Optional Fields: These fields contain additional information that is not necessary but nice to have to populate lens detail.
Required Fields
|Fld # |Detail Lens |Required |Type |Size | Notes |
| |TABLE Column | | | | |
|1 |SEG |Y |VARCHAR2 |9 |Must be a valid lens style code in the |
| | | | | |lm_seg table. |
|2 |MAT |Y |VARCHAR2 |4 |Must be a valid material code in the |
| | | | | |lm_mat table. |
|3 |TYPE |Y |CHAR |1 |F = Finished |
| | | | | |S = Single Vision |
|4 |ADD_1 |Y |NUMBER |6,2 |For semi-finished and finished |
| | | | | |multi-focal lens this represents the add|
| | | | | |power. |
| | | | | | |
| | | | | |For finished single vision lens this |
| | | | | |represents the cylinder power. |
|5 |EXTRA |Y |NUMBER |6,2 |For Reverse Segs, Prism Segs, |
| | | | | |Quadri-focals and Double Segs this |
| | | | | |represents the slab off, prism seg, and |
| | | | | |add power ranges. Will be 00.00 for all |
| | | | | |other types of lens. |
|6 |EYE |Y |CHAR |1 |R= Right |
| | | | | |L= Left |
| | | | | |P= Pair (for non pair type lens like |
| | | | | |single vision, round segs and |
| | | | | |non-decentered executives) |
|7 |NOMINAL |Y |NUMBER |6,2 |This value will represent the nominal |
| | | | | |curve for a semi-finished lens. Users |
| | | | | |can call similar manufacturer name |
| | | | | |curves by the same nominal curve (e.g, |
| | | | | |6.12, 6.25, and 6.50 would all have the |
| | | | | |nominal base of 6.25). This is the base|
| | | | | |curve used to determine lens selection. |
| | | | | | |
| | | | | |This value also represents the Sphere |
| | | | | |power for finished single vision and/or |
| | | | | |mult-ifocals. |
|8 |DIA |Y |NUMBER |4,1 |This is the print diameter that will be |
| | | | | |displayed on the work ticket and |
| | | | | |replenishment orders. |
| | | | | | |
| | | | | |Valid values are 45.0-99.0 |
|9 |MANF |Y |VARCHAR2 |8 |Must be a valid manufacturer in the |
| | | | | |Vendor table. |
|10 |MANF_ENTITY |N |VARCHAR2 |15 |System will default during the creation |
| | | | | |process. |
|11 |OTHER |N |VARCHAR2 |2 |Used to segregate lens for special type |
| | | | | |items for order entry personnel. System |
| | | | | |will default (..) and user may modify as|
| | | | | |follows: |
| | | | | | |
| | | | | |DC = Decentered |
| | | | | |TK =Thick |
|13 |CODE |N |VARCHAR2 |32 |System will default during the creation |
| | | | | |process. |
|14 |ITEM_ENTITY |N |VARCHAR2 |15 |System will default during the creation |
| | | | | |process. |
|15 |ITEM_STYLE |N |VARCHAR2 |8 |System will default during the creation |
| | | | | |process. |
|16 |BASE_SPEC | |NUMBER |1 | |
|17 |DIA_SPEC | |NUMBER |1 | |
|18 |ADD_SPEC | |NUMBER |1 | |
|19 |SIDE |N |NUMBER |1 |System will default during the creation |
| | | | | |process. |
|20 |TRUE_BASE |Y |NUMBER |6,2 |True Front Curve Measurement |
|21 |INSIDE |Y |NUMBER |6,2 |Rear surface curve. Entry is always |
| | | | | |assumed to be minus. |
|22 |INDEX_OF_REFRACT |N |NUMBER |5,3 |This is the true index for the specified|
| | | | | |material. |
|23 |SEG_IN |Y |NUMBER |5,2 |This is the horizontal distance from |
| | | | | |blank center to the segment reference |
| | | | | |point. Valid values are from 0.0 to 9.5.|
|24 |SEG_DOWN |Y |NUMBER |5,2 |This is the vertical distance from blank|
| | | | | |center to the segment reference point. |
| | | | | |Valid values are from 0.0 to 20.0. |
|25 |SEGMENT_WIDTH |N |NUMBER |5,2 |This represents the width of a |
| | | | | |multifocal segment. (i.e. 28, 35, 45 |
| | | | | |ect.) |
|26 |SEGMENT_CENTER |Y |NUMBER |5,2 |This is the vertical distance from |
| | | | | |segment OC to segment reference point. |
| | | | | |Value values are from 0.00 to 25.0. |
|27 |SEGMENT_THICK |Y |NUMBER |5,2 |Center thickness of the lens blank. |
| | | | | |Valid values are from 1.0 to 32 |
|28 |OC_IN |Y |NUMBER |5,2 |This is the horizontal distance from |
| | | | | |blank center to the distant optical |
| | | | | |center. Valid values are from 0.0 to |
| | | | | |9.5. |
|29 |OC_DOWN |Y |NUMBER |5,2 |Entry is assumed to be a positive number|
| | | | | |which; actually means below center. |
| | | | | |Valid values are from 0.0 to 9.5. This |
| | | | | |value is required on progressives. |
|30 |POLOROID_DEPTH |Y |NUMBER |5,2 |This represents the thickness of the |
| | | | | |Polaroid wafer. |
|31 |POLOROID_CURVE |Y |NUMBER |5,2 |This represents the Polaroid Curve. |
|32 |BALL_RADIUS |Y |NUMBER |5,2 |For Aspheric Lenticulars this represents|
| | | | | |the bowl size. |
| | | | | | |
| | | | | |For Aspheric Lens in some cases this |
| | | | | |represents the sag at 50. |
|33 |CARRIER_CURVE |Y | | |For Aspheric Lenticulars this represents|
| | | | | |the measurement of the carrier base |
| | | | | |curve. |
|34 |CENTER_THICKNESS |Y | | |This represents the lens blank center |
| | | | | |thickness. Valid Values are ???? |
|35 |H_DIA |N |NUMBER |5,2 |This is the true horizontal measurement |
| | | | | |of the lens. |
| | | | | | |
| | | | | |Valid values are 45.0-99.0. |
|36 |V_DIA |N |NUMBER |5,2 |This is the true vertical measurement of|
| | | | | |the lens. |
| | | | | | |
| | | | | |Valid values are 45.0-99.0. |
|37 |TRUE_DIA |N |NUMBER |4,1 |This is the true diameter that is sent |
| | | | | |to the generator for manufacturing. . |
| | | | | | |
| | | | | |Valid values are 45.0-99.0. |
|38 |DISPLAY_BASE |Y |NUMBER |6,2 |Base Curve displayed on the lens |
| | | | | |package. |
|39 |LENS_SHAPE |N |VARCHAR2 |2 |System will default the shape flag based|
| | | | | |on the Lens Style selected. |
| | | | | | |
| | | | | |LL = Lab Lens |
| | | | | |OV = Oval |
| | | | | |RD = Round |
| | | | | |RR = Read-Rite |
| | | | | |UL = Ultex |
|40 |INVENTORY_SCHEDULE |Y | | |Must be a valid inventory schedule. |
|41 |OPC_CODE |Y |NUMBER |20 |The Vendor’s OPC code for this item. |
|42 |ITEM_COST |Y |NUMBER |7,2 |The cost of this item. Must be specified|
| | | | | |in pair cost. System will divide during|
| | | | | |creation process. |
|43 |ITEM_STATUS |Y | | |Active = Active (will be replenished) |
| | | | | |Keep = Keep (will not be automatically |
| | | | | |replenished) |
| | | | | |Obsolete = Obsolete (will be ignored |
| | | | | |unless item has quantity on hand) |
|44 |PRIORITY |N |NUMBER |4 |If NULL (not included), priority will be|
| | | | | |set to print diameter for semi-finished |
| | | | | |and 50% print diameter (w/rounding) for |
| | | | | |finished |
Contact Lens
Contact Lens Purchase Orders
Contact lenses can be entered into purchase orders. The Item Finder was expanded to look up contact lenses. The Purchase order print has been modified to handle contact lenses. The contact lenses are entered into the system through a spreadsheet. Contact Support for the format.
Contact Lens Order
Stock Order entry and credit processing now has contact lens. The Item Finder has been expanded to include contact lens look ups.
Contact Lens Create
The contact lenses are entered into the system through a spreadsheet. Contact Support for the spreadsheet format.
Reports
Aging by Vendor (Summary/Detail) => NEW
Alaska Medicaid Report => NEW can by run by date ranges daily, weekly, monthly, yearly and other, resolved issues with print to file
AP 1099 Summary => NEW
Billing Code Schedule Report => NEW
Billing Code Usage => Resolved invalid value error on opening report
Breakage Management => NEW, added options for include services and vendor breakage options
Breakage Weekly => include services and vendor breakage options
Breakage Summary => include services and vendor breakage options
Breakage Summary by Department => include services and vendor breakage options
Breakage Flash => include services and vendor breakage options
Breakage Detail => include services and vendor breakage options and resolved issue with requesting for one customer
BUMED Summary = Balanced to BUMED Inquiry
Cancel Job => Renamed to Cancel Order
Cancel Order => resolved issues with print to file
Contract Detail => Added reimbursable category and Military Job Number
Customer Detail => Added reimbursable category and Military Job Number
Cost of Sales (by Customer) => Prints job prefix correctly as CR instead of SC,RC,MC
Daily Cost Accounting => Now balances with flash sales report
Daily Receipts and Shipments => modified to exclude Calibration orders
Daily Shipped Order Production => added ability to run for any date range
Days In House (by priority) => NEW, include services and vendor breakage options, modified to exclude Calibration orders
Descending Sales Analysis => Standardized Reporting Period Description
Dispensing Fee Variance (Summary/Detail) => Accounts for Credits of Dispensing Fees
Dispensing Fee Remittance => Include Credit Jobs
Frame Configuration => Added Priority to report
Frame Sales (by category, by product line) => NEW, modified to include stocking location in submitter form
Frame Sales Summary (by customer) => Removed blank page before summary and grand total page, also includes stocking location on submitter form
Frame Sales Detail (by customer) => Now runs by customer group or single customer correctly, also includes stocking location on submitter form
Frame Sales Summary (by Manufacturer) => Problems with ‘Other’ Resolved, also includes stocking location on submitter form
Funding Document => NEW, Modified to sort by “bill to” and “order by” instead of contract and “bill to” , resolved issues with print to file
Hold Reason => NEW, resolved issues with print to file
Item Cost (Lens/Frame/Misc) => Reworked & Enhanced
Item Master (Summary/Detail) => Added Subledger No
Item OPC/UPC => REMOVED (Data available in Stock Status)
Inventory Control by Item Type => NEW
Inventory Adjustments => Now Handles “Allocate/Deallocate” Adjustments
Incomplete Orders by Customer/Vendor => Didn’t Handle Multiple Stocking Locations, Added a page break by customer option
Invoice Journal by Account (Detail) => Sort by Patient Last Name
Inventory Valuation Summary by Vendor => Balancing Issues Resolved
Lens/Frame/Misc Valuation (Detail) => Subledger #, Cost Method, Frame Name Issues
Late Order by Vendor => Sort Issues Resolved
Lens Usage (by Period) => Now Prints Correct Item Substitution Info
Monthly Sales by Product Line/Category Code => Exclude “Add-ons” from Lens Qty
Monthly Shipped Orders => Resolved internal function error
Monthly Remake detail (by Customer) => Now has a page break by customer option
Non-Vouchered PO Receivers (by GL Account) => Added “Incl Vch Beyond As Of Date”
Order by Station Detail => Moved to Time at Current Station Detail
Order by Station Summary => Is replaced by Time at Current Station Summary
Orders By Station (summary/detail) => Added back to vistar reports
Past Due Receivables => Didn’t Consider Credits/”U”napplied Cash, Now Includes Balances
PO Receiver History => Run by Type Code
PO Audit => NEW, resolved issues with print to file
Production Statistics (Monthly) => J/D Correct When Not End-of-Month
Production Management Summary=> NEW, include services and vendor breakage options, added one decimal place to ADJ columns, resolved divide by zero error
Promised Orders => added page break by customer as an option
Processing Master Report => Added the sag code description and sort by mat or style options
Remake Flash Report => Moved grand totals to follow report detail instead of going on a separate page
Rejected Orders => Added Filter for Reject Reason and defaulted start and end date to be the oldest and newest order date found in the unprocessed orders screen, resolved issues with print to file
Receipts History Report => The report now includes the stocking location filter like the Receipts Edit Report
Salesperson Commission => Discounts Included in Commission Calculation
Sales Tax Summary (by State) => Include Discounts for Correct ‘Tax %’
Sales Aging (by customer) => Can now be run the last day of the period
Sales Analysis (by Entity) => Put ‘USR’ services in correct category
Sales Analysis (by Customer, by contract, by entity, by price list, by salesperson, by sales territory) summary => NEW
Sales Analysis (by Customer, by contract, by entity, by price list, by salesperson, by sales territory) Detail => Group by Frame Vendor instead of price group, improved performance
SF-1080 => Added for NOSTRA invoice summary report, Added option for Including invoices with amount = 0, resolved issues with print to file
Shipped Orders by Account Summary => NEW
Ship Valuation by Station => Submitter Error Resolved
Slow Moving Orders (by lab /by station) => Resolved issue with validation of customer and customer type, and added device group to the report
Time at Station => Report will now run by “order by” and “bill to”
Time at Current Station Summary => NEW, changed to print lastname, firstname
Turnaround Time => NEW, include services and vendor breakage options
WIP by Account => Added ability to show shipped and canceled orders, resolved issues with print to file, modified to exclude Calibration orders, added ability to run for any date range
WIP by Account Summary => NEW, resolved issues with print to file
WIP by Priority => Added minimum days in house option, resolved issues with print to file
WIP Funding => Changed to exclude orders with amount ................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- vistar lms 178g release documentation
- proposal for barcoding for medication administration
- user guide for track status of submissions
- barcoding and other scanning technologies to improve
- cci contract and amendments
- intelligent mail 4 state barcodes one code vision and
- logistics management services phs t appendix 6