How to Configure Required Fields for New Orders

General
OnTime has three locations where Required Fields can be configured for new orders. Required Fields can be configured for orders, customers, and price sets.
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 beside each desired field name to indicate 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 the required fields.
  4. Click the Configure Required Fields button.
  5. Use the checkbox beside each desired field name to indicate it is required.
To configure Required Fields for a specific price set, use the following steps:
  1. Open OnTime Management Suite.
  2. Navigate to the Prices view, ensuring Price Sets is selected in the Current View.
  3. Open the price set record to which you would like to assign the required fields.
  4. Click the Configure Required Fields button.
  5. Use the checkbox beside each desired field name to indicate it is required.
Article ID: 89, , Modified: 6/25/2024 at 11:15 AM

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