Kimberly Lee
Articles
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CPM - Appending a Quote to An Order
From a lead or a project, a quote can be appended to an existing customer order. Click export Chose to export to an existing order Enter the order # The lines from the quote will be appended o...
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Making a temporary change to Prepare Pay
Sometimes a temporary change is needed on a worker's pay. To do this without losing the normal settings 1. Make sure everything is correct for a normal pay run, click the button on the lower left...
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Assigning a Full Roll/Item to a line from Inventory
Some clients choose to not let sales reps assign inventory and all lines are entered as none or gen po. When assigning the actual inventory there may be an amount a little over the line amount and...
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Property Connect Trouble Shooting Installation
Installation Issue: installer does not run Do you have IIS 6 or above installed on the server with all needed options? If not, select correct IIS options. Is the .NET framework 4.0 or above ins...
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Adding a % (per cent) surcharge to an Order
Method for including an additional charge for handling, fuel, etc. 1. Go to Products>Services and create a service product record describing the amount to be added. 2. After entering the genera...
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Starting Screen - System Option
>Utilities>System Options>Order Entry>Order Entry Category Interface Type- Can be Global, Assigned or User This option allows specifying which screen in Order Entry to start in when first star...
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OPS Connect-Ops Technology Integration Sending Invoices
When printing an invoice for this customer, the option for Create OPS invoice will be available, thisoption is available only once per invoice to prevent accidentally billing multiple times. If an ...
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Customers - Additional Information Tab
Business License # Optional. 20 characters. SS/FEIN Optional. 11 characters. Enter the customer's social security number or for businesses, enter the Federal Employer Identification Number. ...
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PO Types to Print
When printing purchase orders, there are options for how the form will print. Click the down arrow to select the purchase order format. Standard Purchase Order Large Print Standard Purchase O...
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How to Refund an AR Deduction
I mistakenly did an AR deduction against a provider. How do I reverse it? Method 1 When you prepare pay for the same provider, pull in that same AR, but enter a negative amount under Deductions. Th...