Claims - Toolbar

 

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Exit

Exits the Claims module

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Help

Displays the on-line help system for the current screen.

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Insert

Adds a new claim.

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Edit

Allows changes to un-job costed claim.

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Void

Allows a claim to be voided if there have been no payments entered and no provider records posted.

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View Lines

Displays a screen showing all lines on the highlighted claim.

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Post Payment

Post a Mill Credit to the highlighted Claim

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View Receipt

Displays a listing of all payments posted to the highlighted claim.  If there are no payments posted to the order, this button will not be available.

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View Notes

Add, edit,  or view any notes entered for the highlighted claim.   After a note has been added a small icon will appear in the far-left column of this screen next to the claim.

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Job Cost

Allows job costing or un-job costing the highlighted claim.

 VIEWJC.gif  View Job Cost Information  Displays job cost information for the highlighted claim, if the claim has been job costed or un-job costed at least once.
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Post Providers Earnings

Add, edit, or delete provider records for the highlighted claim.

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Work Orders

Create or edit Work Orders for highlighted claim.

print.gif Print Print a claim (similar to a customer invoice) or picking ticket.

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Attachment

Allows adding, changing or deleting files to the highlighted claim.
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Find

Find a record using specific fields.  Changes to blue when a find is in process.

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Schedule Pro

This option will allow opening the Schedule Pro application or it will allow adding the highlighted claim to be scheduled in RFMS Schedule Pro.  This buttons actions depend on the system option Schedule Pro Button on Orders Browse.  

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Communication Action

 

This button opens the Communication Action screen.

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Order Tracking

Click to view the tracking record created for every record insert made into Orders, Quotes and Bid Pro Estimates. If gray, no records are present.

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View PDF History

View the pdf history of reports for the highlighted record.

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Commercial Project Management

Accesses Remote RFMS CPM Actions

 

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