How to Configure Required Fields for New Orders

General
There are two locations within OnTime where Required Fields can be configured for new orders. Required Fields can be assigned to all new orders in your account or for specific customers.
To configure required fields for all new orders, use the following steps:
  1. Open OnTime Management Suite.
  2. Select the Home tab and then choose General Options.
  3. Select Order Entry in the menu that appears.
  4. Click the Configure Required Fields button.
  5. Use the checkbox located beside each desired field name to indicate that it is required.
To configure Required Fields for a specific customer, use the following steps:
  1. Open OnTime Management Suite.
  2. Navigate to the Customers view.
  3. Open the customer record to which you would like to assign Required Fields.
  4. Click the Configure Required Fields button.
  5. Use the checkbox located beside each desired field name to indicate that it is required.
Article ID: 89, , Modified: September 16, 2019 at 3:40 PM

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