System
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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...
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Process a Bad Debt in Order Entry
Order Entry>File>Customer Orders Find the order that is being processed as a Bad Debt. Click on the payment icon Enter the date, pick the receipt file you wish this to post to, then go to t...
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How to: Understand the Browse Provider's Screen.
Order Entry>File>Providers or Order Entry>Provider Button This screen displays all Provider records entered for the highlighted customer order. The screen is divided into two sections. Left Side...