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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Setting up <strong><strong>Office</strong>Mate</strong><br />

Chapter 1 Getting Started<br />

<br />

Select appropriate lab processing preferences from the Order Transmit code,<br />

Order Result code, and Event log level drop down menus.<br />

<br />

<br />

Click OK to save your preferences and close the System Preferences window.<br />

To define and change payment restriction preferences<br />

The Payment restriction preference allows you to specify the minimum dollar amount<br />

or percentage that must be paid at the time the fee slip is recorded. If the minimum<br />

payment restrictions are not met, the fee slip cannot be recorded and orders associated<br />

with the fee slip will not be processed. Users who have a security role assigned to them<br />

that allows them to override payment restrictions may enter a user name and password<br />

to override the payment restriction and record the fee slip. For more information on<br />

enabling payment override restrictions, go to Setting Up Security on page 47.<br />

<br />

<br />

<br />

From the <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> main window, click Setup, and select<br />

Preferences.<br />

The System Preferences window opens.<br />

Click the Payment Restrictions tab.<br />

For each product type, type a dollar amount or percentage amount in the table<br />

grid.<br />

66 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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