System
Articles
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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...
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Handling Barter
How to handle Barter within RFMS.NOTE: Barter is defined as to trade by exchange of commodities. Insert an Order in Order Entry for the Customer that is trading services with the company. Clic...
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How to: Unmark a do not pay on a provider record in a closed month.
If a Provider record has 'Do Not Pay' set and the record otherwise could not be edited because the order has been job costed in either a closed or an open month, if the user tries to edit the reco...
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How to: Process a Credit Check in Order Entry
From Order Entry Go to File, Customer Orders Credit Checking Credit checking displays job costed orders for the highlighted customer name that have a balance. The total A/R for the customer i...
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How to: View Budget Sheets in General Ledger
Error:Cause:Solution:Details: From Accounting Go to File, General Ledger, Budgets Insert Adds a new account in the current budget sheet. Change Tagging The taggi...
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How To: Print Store Information and/or Store Address on Customer Invoice For Different Store Locations
Use Store Name on Printouts Utilities>System Options>System Wide>General Category-Reporting Type- Can be Global, Assigned or User Select this option to print store name on documents. Use...
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How to: Clear Default Discounts Applied to All Customers
Error:Cause:Solution:Discount Levels set to all Customer FilesDetails:Go To: Order Entry , Utilities, Default Discount Level, Click Delete Discount LevelsClick Apply Levels Symptoms:Option set ...
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Job Costed Customer order line Unit Price Different than Invoice Printout
Error:Cause: Public Parameter, Switch, Price Modifier Discount selected. Solution: Go To: Customer order, highlight the order, click View Lines for highlighted order, the line detail displays th...
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One of my Store location Orders Will Not Allow Unreference Line Option
Error:Cause: Parameter in store code. Solution:Go To: Order Entry, File, Stores, click Change, uncheck option Require Styles to be in Products for this StoreDetails: Go To: Order Entry, File, ...