Sarah Swinney
Articles
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Return/Found Inventory Utility
Important: Use the Return/Found Inventory utility only for special inventory situationsUse Return/Found Inventory only when material cannot be returned through an existing customer order. This uti...
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Canada Payroll: Additional Personal Deductions and Federal TD1 Setup
LocationHuman Resources > File > Worker InformationPersonnel Record DialogIf the employee's Country is set to Canada in, an additional tab appears on the Personal Deduction screen. Use this tab to ...
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How RFMS Selects Inventory for the Month-End Inventory Balance Report
Back to Month-End Accounting GuideUse this article when you need to understand why a specific inventory record or customer order line appears, does not appear, or has a different value than expec...
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Resolving Screen Issues
Sometimes an RFMS screen looks "broken" even through nothing is actually wrong with the order/customer/job. This usually happens when a saved layout (columns, grid widths, window position) gets out...
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Multiple Payment User Guide
Go To User Guide - Accounts Receivable Accounting-File-Accounts Receivables>Multiple Payment This option is for applying payments to multiple invoices in accounts receivable. Use this feature if yo...
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Suppliers
Go To Full Order Entry Utilities User Guide Go To User Guide - Accounts Payable The Browse Suppliers Dialog is available through multiple screens. Their paths are listed below: Inventory>File>Suppl...
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Reference: Month End Reports for ERRM Users
Back to Month-End Accounting GuideUse this reference if your company uses Enhanced Real-time Revenue Management (ERRM) and you need to understand the month-end reports used for reconciliation.Thi...
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Negative Provider Records: Correct a Paid Error or Back Charge a Provider
A negative provider record reduces what you owe a provider (installer). RFMS includes the negative amount in your provider earnings totals, which helps you correct provider pay errors and record pa...
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Standard Account Codes
Accounting > File > General Ledger > Standard Account CodesStandard Account Codes are control accounts RFMS uses to automatically post entries to General Ledger. These accounts are typically assign...
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Viewing Zero-Balance Inventory Records (Display Zero Available Inventory Option)
The Display Zero Available Inventory setting determines whether inventory records with a zero physical balance are visible throughout the system.Path: Utilities > System Options > Order Entry > Inv...