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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, ...
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Error: Exporting a quote to Order Entry - Message - Cannot post to invoice that has been job costed
Error:Cannot post to invoice that has been jobcosted, new order, has not been jobcosted.Cause: Order enty has created an invoice CG Inv** Solution: Find the invoice number CG INV** and determi...
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Remove Invoice Total on Overage When Lines Were Deleted
If the lines on an Overage were deleted and totals did not reflect the change, you may correct the issue by following the steps noted below: Search for the Overage > Edit > Click on Scale Icon ' ...