Auto-Verifying Transfer Orders

You can configure customer preferences to automatically verify incoming or outgoing transfer orders. To configure this setting, do the following:

  1. Click the Customer Maintenance tab.

  2. Click Customer Profile.

  3. Select a customer.

    Click here to learn how to search for and select a customer. Vision will display the customer in each of the Customer Maintenance screens you click.

Click the image to see a larger view.

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  1. Click Order Preferences.

  2. Select the incoming order preferences.

  3. Select the outgoing order preferences.

  1. Click Accept.

Click the image to see a larger view.

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