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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. |
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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. |
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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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