How to Check Back Office For a VMS Fee | Scribe

    How to Check Back Office For a VMS Fee

    • Laura DiNitto |
    • 13 steps |
    • 35 seconds
      1
      Click on customer under the main menu
      2
      Under search criteria, type the clients name and hit [[enter]]
      Under search criteria, type the clients name and hit [[enter]]
      3
      On the client's profile on the right side of the page under customer tree click on the first one
      alert ordinal icon
      Alert! you will have to repeat the steps below for all locations under the customer tree
      4
      On the left side of the page click order options
      5
      On the right side of the page click on discount
      6
      The VMS fee details will then populate ALWAYS DOUBLE CHECK THAT COPY TO ORDER IS CHECKED
      alert ordinal icon
      Alert! If copy to order is not checked it will not flow to each assignment and the vms fee will not be applied

      Verifying the VMS Fee Flows to an Order

      7
      Click on order under the main menu
      8
      Under search criteria, type the clients name and hit [[enter]]
      Under search criteria, type the clients name and hit [[enter]]
      9
      Click on the order from the list
      10
      On the left side of the page click on detail
      11
      On the right side of the page click on more info
      12
      Under the discount the VMS should populate , if its not on there click on the drop down to apply the fee
      13
      click the check box
      click the check box
      alert ordinal icon
      Alert! Repeat steps 7-13 to check the rest of the orders under the client.