2010-914 – Track Costing for Rework for an NCR/ECR

A new Production Order is created for the work that needs to be completed to rectify the NCR/ECR issue. Once the new production order has been created and saved, it needs to be associated with the original order. Open the Original Production/Client, click in the “Re-work Job No” field (shown […]

2004-105 – Confirm Correct Allocation of Material

This document explains how to confirm that all material allocation on current Jobs are correct. Open the Inventory tab in the Opto Ribbon, and click on the Update Material’ icon from the ‘Utilities’ drop-down menu to display the window. Click on the ‘Correct Material Allocations’  icon, at the first pop […]

2013-101 – Year Calendar

Overview The Year Calendar feature enables the user to enter Public Holidays and Shutdown events for the year. This information is then transferred to individual employee calendars. To access the Year Calendar, navigate to the ADMINISTRATOR tab on the Opto ribbon and click on the ‘Year Calendar’ icon. Once open, […]

2006-117 – Create a New Currency Code

Overview Currency codes allow parts and materials to be sold in different currencies. To enter a new currency, click on Data Set drop down menu from the Purchasing tab in the Opto Ribbon, then click on ‘Currency’. To Create the Currency Code, for this example $USD is being created – Type in the code […]

2002-114 – Set-up MYOB Tax Codes in Opto

From the Contacts tab in the Opto ribbon, select Tax Codes from the Data Set drop-down menu, as shown below. Next, open MYOB, create a code and copy the information into the Opto fields as it is in MYOB – the most important fields are the “Tax Export” and “Tax […]

2004-300 – Stock Take Password 

Activating Stock Take Password To activate the function to use a password for Stock Take, open the Parts/Materials parameters windows from the Inventory tab in the Opto Ribbon (see below). Ensure that the Password required for Stock Take tick boxes are ticked, then press <F9> to save and continue. Set […]

2014-202 – Email a Screen Shot via MS Paint

While the screen and / or messages are displayed on your screen, press the <Print Screen> key on your keyboard. Click on the Start icon of your Windows Desktop and select ‘Paint’ from the list. If ‘Paint’ is not displayed in this list – click on ‘All Programs’ on the […]