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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 ' ...
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How to: Replace the subtotal invoice file.
Error:Cause:Solution: If the the subtotal invoice is downloaded by mistake. Rename the rfmswinv.exe to rfmswinv.exx. Retest invoice printing Details:Needs some help with printing out his invoic...
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How to: Understand batch processing picking sheets.
Error:Cause:Solution:Details: Order Entry>File>Batch Processing or F12 Play Movie: Batch Picking Sheet Batch processing of picking sheets,is available beginning with version 11.1. The batch...
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How to: Create a report showing all discounts on customer orders.
Go to Order Entry > Reports > Receipt Recap.Details: Order Entry, Reports, Receipt Recap, and select All Registers or select just the one that needed. Then select Date as the sort choice, enter da...
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How to: Combine two estimates into one in Bidpro.
Details: Combining estimates into one in Bidpro. NOTE: Before combining two estimates into one, one of the estimates must be changed to a template. Find the estimate that going to change to a tem...
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How to: Split Commissions other than 50/50.
Error:Cause:Solution:Details: Play Movie Commissions may now be split between salesperson at ratios of other than 50/50. Mark View Split Commission Percent on Order as yes makes the optio...
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How to: Change a Budget Record
Error:Cause:Solution:Details:From Accounting Go to File, General Ledger, Budget Opens the highlighted record for modification. Manual Manual entry takes a total amount and forces the amount to ...
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Jobcost sheet is showing Total Gross Cost, need it to show Unit Gross Cost.
Error:Cause:Option while jobcosting. Need to reselect option for Unit Gross Cost.Solution: Select Unit Gross Cost when jobcosting. This is a 'sticky' selection in that it will continue to stay at ...
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Installer record not showing on preliminary providers earnings report.
Error:Cause:Linkage to installer record has been lost.Solution:Unjobcost customer order (if need be), edit the provider record by F8 next to provider name, pull provider into record again.Details: ...