RB User Guide > Connect > Transcript Ordered

Processing back orders

RB9 only

When clients request transcripts on previously billed jobs via RB Connect, you can print an order request form for creating the transcript and change the job’s status to back order. Then process the order through RB9.

1. Confirm new requests

   1. Connect > Transcript Ordered

   2. In the Transcript Ordered window, Order Status defaults to Not Confirmed. Click to see all new transcript requests sent by clients through RB Connect.

   3. Click a hyperlinked Order No. to go to its View Transcript Order window.

      TIP: Back order shortcut

      When you receive a popup notice that there is a new message/notification and it is a transcript order request, click the Order No. in the message to go directly to its View Transcript Order window.

   4. In the View Transcript Order window, information about the associated job and previous invoice appear, along with the client’s instructions. All fields are uneditable. Click:
      • Change Status to Back Order – To change the request’s status to Back Order.
      • Print – To make a copy of the request. See Printing invoices, statements & reports.

2. Process order

   1. Calendar > Jobs (List View)
   2. Enter the order’s job number in Job No. and click . The job’s Status has changed from Billed to Back Order.
   3. Click the hyperlinked job number. Then click Edit in the View Job window.
   4. Enter the task and assign the resource (see Entering tasks).
   5. After assigning resources, notify them about their assignments (see Sending individual assignment notifications).
   6. As the order is produced and shipped, update its status (see Changing case or job status).

NOTE: Clients can track order status in RB Connect

For the client in RB Connect, a job’s Request Order option disappears from the Order Transcript window after they submit a request so they cannot accidentally back order more than one transcript for the job. They can review the details of their transcript order and track its progress in RB Connect.

Reference

• RB Connect
• Notifications and Messages

Step-by-step instructions

• Communicating within RB
• Printing invoices, statements & reports
• Entering tasks
• Sending individual assignment notifications
• Changing case or job status
• Managing back orders