Updated Articles

  1. Service Items on Work Orders

    Issue: If you have a Work Order that has a Service Item as a component and then also complete a linked PO for that same service Item, arent you double accounting that Item?  Solution: No, when a Work Order component is consumed it is technic...
  2. The referenced transaction does not meet the criteria for issuing a credit.

    Symptoms While attemting to credit a payment you get an error message.  The referenced transaction does not meet the criteria for issuing a credit. Cause The original payment has not yet cleared.  Solution Void the original payment and cre...
  3. Error When Viewing Customer - Rentals Tab - This feature is not enabled

    Symptom When viewing a customer or lead,  you get an error 'This feature is not enabled'. Solution Edit the details page layout and make the rental tab invisible.  Confirm, then click Save.  ...
  4. Trouble with Auto Generate for Lot / Serial Numbers

    When trying to auto generate my Lot / Serial Numbers when filling in the quantity of a Receiver or Sales Order I receive an error.
  5. Exporting a CSV and Opening in Excel is Removing Trailing Zeros

    Exporting a CSV from Order Time and Opening in Excel is Removing Trailing Zeros From Numeric Item names and numbers. How to solve this issue by changing how you utilize Excel.
  6. Printing Forms in Landscape Mode

    Printing forms in landscape mode via Google Chrome on Order Time Inventory.
  7. Printing Forms in Landscape Mode

    Solution Article Problem: I'm having problems printing forms in landscape mode, is there something I should be doing differently? Solution: Printing forms in OT in landscape mode is only supported in Chrome Browser. If you're thin...
  8. Custom Fields - Sales Order Items - Pick List

    This is a very specific guide to create a pick list for Sales Order Items For the main guide to custom fields, head here . Log into OT as the admin ( or a user with Admin role) Go to the admin panel ( top right corner) Under SETTINGS sel...
  9. Cannot see the custom field I created

    Symptoms You created a custom field (for example an item custom field) but when you go view or edit the record, the field does not appear in the custom tab. Cause You have customized the your page layouts.  Resolution Edit your page layout...
  10. Items Names or Numbers

    Learn how to create effective part numbering schemes for your inventory items. Discover best practices for deciding the length, format, and content of your part numbers to ensure scalability and clarity.