Order Type - Schedule Pro System Option

>Utilities>System Options>Schedule Pro >Scheduling  

Category Configuration

Type- Can be Global, Assigned or User

 

The first step in entering a job is to choose whether the order will be exported from RFMS Order Entry, from RFMS Claims, or entered by hand because no order exists.  

To enter a job by hand, select "Customer" in this toggle box, then enter the job manually using temporary lines.  

If this option is selected, the "Customer" field becomes one of the defining pieces of information to locate this job.  A customer can be selected from the RFMS Customer file using the F8 button, or just enter a Customer name in manually.

This is set to default to "RFMS Original." 

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