1. Click on the Setup menu.
2. Click on Edit Speed Data.
3. Scroll to the bottom of the Speed Data Categories, find TAXCODE, select the categor and click the Open button.
4. Your existing tax codes will already be listed.
5. Open your current tax rate by double clicking on it.
6. Note down the information already listed for reference. Some items may be left blank.
7. *DO NOT CHANGE ANY INFORMATION ON YOUR CURRENT ENTRY. You must create a new entry for a new tax rate. Continue.*
8. Click Cancel.
9. Click Add.
10. Enter the information following these rules (use the current tax code info you noted down previously as a guide):
• Tax Code: Maximum of 5 letters/numbers. Make it similar to the existing tax code (ex: change "TAX" to "TAX1" or "TAXa").
• Description: Can be longer; can include the rate in the description ("TAX 6.1" or "Tax 5.625"); this is what you will see when you update the merchandise.
• Local/State tax: enter new rate in this format "6.25"; if there is no Local and/or State tax rate, enter "0.00".
• Local/State limit: unless your state has limits, enter a large number such as "999999".
• Article Rate: these can be left blank if the article tax is not used in your area.
11. Click Save.
12. Click the Exit button.
13. Click the Update Cache button.
14. Click OK on the popup message.
15. Click the Exit button.

1. Click the Edit Price List button.
2. Select and highlight the Price List you want to edit.
3. Click the Edit button in the upper right (not the "New" button below the list of Price Lists) or double click on the Price List.
4. Scroll through the list of items to find the taxable items.
5. Click a taxable item.
6. Change the Taxable Code dropdown to show the newly added Tax Code.
7. Click the Save button.
8. Repeat for all taxable items. Repeat for each Price List. Multiple locales will require updating each locale's Price List and Inventory (see next).
9. When all items are updated, close the window.

1. Click the Inventory menu and select Manager.
2. Double click each item to open.
3. Change the Tax Code to the new tax rate.
4. Click Save.
5. Repeat for each item in Inventory.

1. Fill in your contact information.
2. Select Help Topic:
• Reports and Documents: Use when forms or reports need to be updated or created for FDMS Network.
• Support: Use for issues or concerns regarding the use of FDMS Network, ASIMAS, LifeFiles, etc. Also for updates to your Aldor-hosted website or email accounts.
• Systems & Networking: Use for changes to your domain DNS settings or if your system, website, or email account is not working.
• General Inquiry: Use for any other questions not covered above.
3. Opening ticket to CREATE NEW REPORT:
• Select Reports and Documents from the Help Topic drop down list.
• Select New from Report Type.
• Create the name you would like to see your new report listed as under Report Name.
• Select Who Uses Report.
• Select Desired Export Type.
• PDF format would be used for a form with a great deal of finicky detail, such as full versions of death certificates. It allows for fine detail and it locks the content in place so forms fit state requirements for spacing, size, etc.
• Word is used for documents that can have some minor editing, such as letters, invoices, etc.
• Excel would be used for many reports.
• Fill in Report General Description, Formatting and Query Method as noted on the screen.
• For the Marked Sample Report Details section, to get the best result, create a sample of what you would like the final report to look like. Number each item that would pull data from FDMS Network. In the ticket, itemize each of the numbered items and indicate where the data for it can be found (ex: “1. Vitals screen, Place of Death field”).
• It is not required that you create a sample form, but if you don’t, it will likely take longer to develop the new report, which will cost more. The more information you provide, the more likely it will be that the report is what you want at a reasonable cost.
• If you have created the form on the computer then save the file and attach it to Marked Sample Report. If you drew the sample form by hand, scan it and attach it. If you cannot scan it, it can be faxed to us at 972-398-6454, but please note in the ticket that a form was faxed. (I recommend completing the ticket before faxing so the ticket number is generated, which can then be added to the fax.)
• Make any additional comments as needed.
• Click Open Ticket.
• You will be sent a response email with the new ticket number listed as well as a link to your ticket to allow you to return to check the status of your ticket.

• The deceased's father's and mother's names will now create new entries on the Relatives tab automatically, unless the person is already noted as the Next of Kin on the Call Info tab.
• A new Find function has been added to the Memorial Verses.
• A new Email tool has been added to the Newspaper tab to allow emailing the obituary text as needed. Clicking the Email button will open a new message from your default email program where you can enter the addressee(s) as on any other email message. (This tool is not available in Internet Explorer, but is accessible in Firefox.)
• A new Minister's Email field has been added to the Minister Speeddata category and to the Services tab.
• A new Phone Number field has been added to the Church and Service Location entries on the Services tab, as well as to the Churches and Srvplace categories in Speeddata.
• The Advanced Search tool now allows you to search by "lastname, firstname".

Corrections:

• A issue was fixed where Inventory only looked at the most recent "Received Inventory" amount for Stocked items when Removing items. The system now Removes from the total number of items on hand.
• The Informant and Next of Kin names can now be updated on the Call Info tab and the information will automatically update the corresponding entries on the Relatives tab. Due to system requirements, the Informant and Next of Kin information on the Relatives tab is now locked. Any updates should be made on the Call Info tab.
• The menus on the right hand side of the FDMS Network screen have been restored. They can be turned on or off by going to the Setup menu > Locale Management and clicking the appropriate boxes near the bottom of the page, then Saving the updates. These will apply to any locations associated with the locale.
• Memorial Verses can now be added in the Firefox browser.