RFMS Core
Update Documents
Release Notes
Order Entry
Inventory
- Inventory Adjustment Report
- Adding a Ship-To Address to Purchase Orders
- How to: Print Physical Inventory Reports (Both Roll and Item)
- Multiple Inventory Move Workstation - System Option
- Inventory Linking to Inactive Product Record
- Inventory History
Products
- Add Buy in Multiples to a Item Product
- Changing California Stewardship Assessment rate via General Range Edit
- Printing Product Price Tags
- Steps for correcting inventory record that lost its association with the Product File
- Companies offering PIE csv files for their clients
- Toolbar for Rolls, Items, Services - Products
Accounting
- A/R Customer Snapshot Report
- Payables by Supplier Report
- How to Add a Recurring Accounts Payable
- View Inventory for an Accounts Payable Invoice
- Management Company Credit Status Report
- View Journal in Accounting
Human Resources
- Alabama Overtime Exemption
- CPP2 for 2024 Canadian Payroll
- Format Payroll Check
- Important 941 Information Regarding Deferred Payments and Tax Relief
- 941 COVID-19 Tax Adjustments for Sick Leave and Family Leave
- New Zealand Accounting Set Up - System Option
System Wide
- Resizing Browse Columns
- Checklist for new user setup
- Provider Load and How it it figured when set to Set Order Line Cost = Provider Record Rate
- California Stewardship Assessment not included in Total Sales on Sales Reports
- Report of Delivered Orders with a Time Frame that includes Order Number and Customer Infomation
- Three ways to save a pdf file in RFMS
RFMS Smart Search and the Find screen
- Quick Tips for Searching Using RFMS Smart Search and the Find Screen
- RFMS Smart Search Overview
- RFMS Smart Search Video
- Video-How to Make RFMS Smart Search Work for YOU
- Power Point from Webinar-How Can RFMS Smart Search Work For You
- RFMS Smart Search Fields
RFMS Core FAQs
- What is Warehouse Receiving?
- The New Tariff is causing prices to go up. How can I handle this in RFMS?
- How do I Create and Use a Template for an Email I Send Regularly?
- How can I search for Supplier in Products?
- What Version am I On?
- How Many Users Do I have in RFMS and Which Ones are in the Program?
Sales Reports
- Job Cash Flow Report
- Sales Reports - Marketing - Top Sellers CSV Fields
- Sales Reports - Marketing - Top Customers CSV Fields
- Sales Report - Sales - Sales Information CSV Fields
- Sales Report - Finance - Sales Audit CSV Fields
- Sales Reports - Sales - Open Orders CSV Fields
Technical Documents
- RFMS Hosted/Isogent Hosted Technical Requirements
- RFMS NTFS and Share Permissions / Best Practices
- Setting Up a Local Test Folder - DIAGNOSTIC PURPOSES ONLY
- Format of dbconnect.xml (needed to maintain SQL connection during update)
- 3800 Programing Bar Codes
- Connection Error: Problem Logon Information
Database/System
- RFMS Hosting Disruption Updates
- PDF History Table Maintenance
- Alphabetic Listing of SQL Tables
- Access Code Accessibility Changes
- Access code count number
- Clearing your Browser's Cache
End of Year Processing
emptyOther Documents
- Links to New Client Workshops
- Overview of RFMS Features Supporting Sarbanes-Oxley Act (SOX)
- RFMS Work Flow Example
- Mult-Pay changes in Version 17.0
- Paper Flow with or without PO Toggle
- General Paper Flow Illustration