PRS Knowledge Base

Search Results for "customer id"

1. How RCMS Customers are linked to QuickBooks
   When a customer already exists in Quickbooks, you will need to add an RCMS customer record and use the same value you entered in Customer Name into the RCMS Company Name field. Once linked the record...
2. Prospect type customers
   ...screen labeled "Customer Type". This can be set to either Customer or Prospect. A prospect type customer can only have Orders/Reservations added in the Order Processing screen. Contracts are no...
3. How to import Customers
   ...finitions.doc for instructions on formatting your customer data for import. When ready, import cu...t > Customers. If you've followed this guide the import file is already in the Internal ...
4. National Accounts
   ...tional Accounts to set credit limits for multiple customers, create one consolidated invoice for mul...
5. RCMS Enterprise Edition Update - 2008/12/22 - Release Notes
   ...reen labeled "Customer Type". This can be set to either Customer or Prospect. A prospect type customer can only have Orders/Reservations added in the Order Processing screen. To add a Contrac...
6. RCMS Enterprise Edition Update - 2009/06/16 - Release Notes
   ...ies PTR5929 - Error Message when printing consolidated invoicing with multiple copies PTR5930 ... multiple copies PTR5930 - Error when adding a customer with duplicate phone number PTR5933 - S...
7. Customer ID field is grayed out
   Download utility ptr3759.exe attached to this issue. Save it to the root folder of RCMS. Instructions: Run ptr3759.exe and enter the company number and click OK. Press Esc key when finished.
8. Ability to Export Invoice, Ledger, and Customer tables. Ability to import customers.
   ...ed the ability to import new or update existing customers. To export go to File > Export in th...es Journal Entries Customers In the option grid settings you can choose to export to Comma Se...
9. RCMS Enterprise Edition Update - 2010/04/09 - Release Notes
   ...e/billing begin date problem) PTR6097 - Unable to change line item taxable status for not taxable customer PTR6100 - Contracts with unbilled sale items that are returned on start date are giving...
10. RCMS Enterprise Edition Update - 2009/05/08 - Release Notes
    ...hree alpha characters only and continued to add a customer the system would auto assign a three di... after the C character type. Examples of valid Customer ID Template: !XXXXXXX - Will allow...
11. Top Customer Report
    New report in Print > Transaction Reports menu allows you print a list of up to 99 top customers by an assortment of filters. The report can be sorted and filtered to show your top customers by...
12. Aging fields in Customer File Maintenance history tab
    ...ngs up the Open Receivable Aging report option grid. Users must have appropriate privilege to run ...an open receivable aging report for the selected customer that is filtered to show receivables appl...
13. RCMS Enterprise Edition Update - 2009/03/30 - Release Notes
    ...ble to set defaults for all of the print option grids that appear after saving a quote, order, res...rate options for rental/sale taxable options in customer file maintenance There is a new option ...
14. RCMS Enterprise Edition Update - 2009/02/20 - Release Notes
    ...ery item within kit PTR5815 - Adjustable Rate Grids can now be assigned by Master (Qty) and Master... PTR5773 - Add Quote without selecting customer When the Order Processing screen is ope...
15. RCMS Enterprise Edition Update - 2009/01/28 - Release Notes
    ...02 - Adjustable Billing - Unable to remove Rate Grids assigned to Master Items PTR5774 - Locatio...disabled and the fields will not display in the customer screen unless this system setting is turn...
16. Ability to email Contract, Invoice, and Customer Statement without Message Master
    RCMS now has the capability to email contracts, invoices, and customer statements for those that do not have the Message Master Module. To enable this feature go into the RCMS System Se...
17. RCMS Small Business Edition Update - 2009/06/16 - Release Notes
    ... contracts (data) PTR5930 - Error when adding a customer with existing phone number PTR5934 - Ad... info on preview invoice PTR5828 - Receive invalid prompt adding item to order by description pi...
18. RCMS Small Business Edition Update - 2008/06/09 - Release Notes
    ...the capability to email contracts and invoices to customers. To enable this feature go into the R...kit details displays in contract print option grid The option to print package/kit details on a ...
19. RCMS Small Business Edition Update - 2009/03/20 - Release Notes
    ...s who have logged out PTR5848 - Error 39, consolidated invoice not printing correctly PTR5856 - ...ction Reports menu allows you to print your top customers by rental, sale, or both for entire comp...
20. RCMS Enterprise Edition Update - 2008/11/19 - Release Notes
    ...ng - Exchanging item resets clock to day 1 in grid PTR5709 - Consolidated Invoice not totaling c...pecific Fixes/Changes: PTR5673 - Source field (customer file maintenance) not saving PTR5710 ...