System
Articles
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Understanding order tracking.
Order Tracking Users will be able to browse Order Tracking information on every record insert made into Orders, Quotes and Bid Pro Estimates.Information being tracked is ... Date Created Time Crea...
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How to: Print Report showing receipts for Customer Discounts Only
Solution: Go To: Order Entry, Reports, Receipt Recap, select Print Discounts Only. Details: Go To: Order Entry, Reports, Receipt Recap, select Print Discounts Only
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System is not allowing unreference lines, the option is unavailable.
1.Order Entry>Utilities>Set Up>Stores 2.Select the store by highlighting it 3.Edit the Store 4.Uncheck option in store code file Require Styles to be Product File. 5.Set "Allow Unreferenced Lines"...
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Jobcost sheet no longer shows commissions/information on bottom right of sheet.
Cause:Option to print commission information on jobcost screen is not selected.Solution: Go to an order that is ready to jobcost. Click Jobcost Icon. On left side of jobcost screen is an option to...
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System will not Allow an Order to be Voided
Cause: Orders cannot be voided once there is payment history or provider records assigned. Solution: If 'Void' icon is greyed out, check receipt history and providers records. This means ther...
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Product Code Missing from Percentage Billing System Option
Percentage Partial Billing Inventory Product Code >Utilities>System Options>Order Entry>Billing Groups Category-Configuration Type- Must be Global Enter the appropriate Inventory Account ...
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Mask Credit Card Number (Example: XXXXXXXXXXX1234) - System Option
>Utilities>System Options>System Wide>General Category Display Type- Can be Global, Assigned or User Set this option to yes, to mask the credit card numbers.It is advisable that all credit ca...
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Set All Customers and Prospects Active
Cause:New featureSolution: Fixit All Customers and Prospect To Active Details: Unzip Fixit file into the RFMS Directory. Symptoms:Set All Customers and Prospects Active
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Transaction Date Error Override in Jobcosting
Error:Transaction Date ErrorCause: Getting Transaction Date Error with option to override. New feature added to aid month end Inventory Balancing by not allowing backdated jobcosting if inventory...
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How To: Sell and Accept Gift Card or Gift Certificates.
Gift cards are nothing more than customer deposits. When selling the gift card: 1.Create a new order with the recipient’s name. No lines are entered on the order. 2.Post the payment. This will c...