Overview: The ‘New/Edit Positions’ feature enables the user to enter all the positions within a company, create more positions, and edit current positions. The positions created by this feature are allocated to employees via the ‘Position Wizard’. To Set-up Job Positions From the OPTO ribbon, select the ‘RESOURCES’ tab and […]
2003-900 – Position Wizard Parameters
The ‘Position Parameters’ are set-up to be used when creating, allocating and managing positions in a company through the Positions Wizard options. The Parameters are accessed via the Data Set drop-down of the QALITIY tab on the OPTO Ribbon. Employee Group Position – is the position of the employee. To […]
2007-115 – Setup and Utilise Non Productive Activities
Overview: OPTO can account for any number of non-productive activities, such as sick leave, annual and long service leave, maintenance, training etc. The process uses ‘non-productive’ workcenters in conjunction with an internal job run each month or quarter. The following will need to be set-up: A client record for the […]
2014-501 – Query Search Symbols in OPTO
Query search options: Symbol Search Field that Example Result [] followed by data criteria Containing data []ABC Finds all items in the selected field containing ABC ] followed by data criteria Starting with ]ABC Finds all items in the selected field starting with ABC [ followed by data criteria Ending […]
2009-208 – Check Invoices Exported to MYOB
This document explains how to review Sales/Purchase Invoice that have been exported to MYOB for reference or checking purposes. Open the Invoicing tab in the Opto ribbon and click on the ‘MYOB – Export’ icon to open the ‘MYOB – Cloud’ window. Click on the ‘Check Inv/Pur’ tab, and enter […]
2009-207 – Link Account Codes to MYOB
Open the Invoicing tab in the Opto ribbon and click on the Export-MYOB icon to open the MYOB window. Click on the ‘Import Account Codes’ tab, then click on the Select Account icon to generate the window. Select the Account Codes for import by clicking anywhere on the line of […]
2009-106 – Create a pdf file of multiple invoices and attach the file to an email
NOTE: This feature doesn’t automatically work on all systems, please contact the Opto Support Team for required set up. Open the Invoicing tab in the Opto ribbon, click on the ‘Edit Invoice’ icon. For this example, we will run the query by a date > 30/04/2012. Press <F11> to initiate […]
2009-100c – Installing MYOB accessing Data from local server
This requires two different installation. Server Installation using AccountRight Server Edition (SE) Workstation Installation AccountRight PC Installer (this needs to be installed on each Workstation using MYOB) PLEASE NOTE: The IP addresses and Port numbers in this document are for example only. Server Installation (Access the API via desktop) Install […]
2008-505 – Nesting Parts and Nesting Scheduling
If we would like to manually nest our jobs, from the Laser Unscheduled Window we can build our nests. Select Laser Unscheduled from the ribbon Select the Nesting/Material Group Tab Select the material group we would like to nest Select the Job Tickets we would like to nest, alternatively we […]
2008-504 – Capacity Planning (Infinite Capacity)
Overview: Workcenter capacity may be reviewed independent of the scheduling process and is based on the lead-time recorded against each part and sub-part. These lead times, together with the due date of the order allocates the estimated workcenter times into weekly “buckets” and check the estimated time against the available […]
