Kimberly Lee
Articles
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Scheduled Jobs Material Status
At the time of scheduling and editing a job, a warning can be displayed if all the material lines on a job are not https://rfms.support.cyncly.com/hc/en-us/articles/50199606731025-RFMS-Material-Or...
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Sales Performance Conversion of Prospects and Customers to Orders
File>Reports>Sales Performance Tab or Reports ButtonUsing the check boxes, more than one report can be generated at a time, to get this report, check the indicated box. This report gives details ...
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Export to Link from RFMS Measure -If user does both Bidpro and NHMS
The recommendation is to set the system option for Bid Pro so that you can export normally to Bid Pro. Then when you need to get NHMS Homebuyer Quantities or Price requests left click Open in RFMS...
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Processing a Customer Refund
Add a new line to the order, by clicking the inventory button (roll or item) Find the record you used when you sold them this item and select it. Enter a negative quantity according to the amount...
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Ops Technology (Real Page) SFTP Site Setup Tips
Before integration between Ops Technology and RFMS can take place you must request a sftp site from Ops(Real Page) Here are some tips to help with the forms you must complete. See the areas outli...
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Schedule Pro- Days Off
Time Off Schedule Pro>Utilities>Set Up>Time Off The days off scheduled for each crew can be added, deleted and viewed from here. In the Weekly Grid, a day off will be noted with a black dot In th...
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How to Void a Paper Check or Online Payment
Accounting>Banking>Add/Edit Checks Select Checking Account Click Void Button A check can only be voided through the Banking module. This option allows voiding Current Check (The one shown on...
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RFMS Core Community (Program Suggestions )
Core Program suggestions are handled through our Community Forum. Here is the forum link for Measure. Check here first to see if your colleagues have already submitted the suggestion and you can vo...
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How to apply a Supplier Coupon during Costing
Go through the receiving and costing process as normal. When you get to the payable screen 1. Edit the non dis-countable amount to be the invoice total-the coupon. 2. Leave the distribution lines ...
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Schedule Pro - Adding a Crew
Schedule Pro>Utilities>Set Up>Crews Add/Edit CrewsTo add a new crew, click the insert button and follow the instructions on the Crew Information screen. To edit an existing crew, highlight the cre...