Have you or your dispatcher ever forgotten to fill out a field during order entry? Maybe a purchase order or reference number should have been entered and we just forgot. It would be nice to have OnTime remind you to fill out those fields before you hit the submit button. The problem is that most companies wouldn’t do this on a global level. In other words, if only a few customers require that a purchase order be on the order, then why make that a requirement for all of your customers? A better solution is needed. In fact, you need to be able to set order entry requirements on both a global level AND a customer level.

With OnTime, all of this is possible by setting up the required fields feature.

To set required fields at the global level (meaning that it will apply to each and every order, no matter the customer) start OnTime Management Suite, go to the Tools menu, and choose General Options. You’ll notice on the Order Entry tab that there is a button labeled Configure Required Fields. Click this to choose the fields you need.

To set these same requirements, but on a customer level (meaning that the requirement will only apply when creating an order for that specific user), start OnTime Management Suite, navigate to the Customers list, and then open the customer you want to set. You will see on the General information dialog a button labeled Configure Required Fields. Click this to choose the fields you need.

What happens if you have required fields set at both the global and customer level? In that case the requirements are combined and both apply.

We hope this feature will be beneficial in ensuring that your orders are filled out more completely from the very start.