How to Setup an Opposing Order in Photocopy

An opposing order is a work order used to track requests for recorders received from the opposing attorney on a specific case. The attorney can select one or all facilities records as noted on the form they return with payment authorization.

To generate an opposing Order, first enter in the workorder-location for the original order into your list view by typing a period then the workorder-location. The following screen will appear:

The system can setup a default job number as shown in the first field. Tristar can adjust your settings to put in a special prefix and starting number for your opposing orders.

The ordering customer list is populated from the list of opposing counsels for the order. If you have someone else requesting records (not an opposing counsel on the original order)  please edit the original order first and add that party to the opposing list, then go back and generate the opposing order. That method will help keep everything straight on the order. The list of bill to parties is also populated from the original order. You can add / update this drop down with any customer in your database or add a new customer. 

Finally, select the facilities to copy using windows selection rules (Shift left click for a list, or control left click to pick random  facilities. Once everything is properly setup, click OK to generate the new opposing work order.  The full order will open up for editing. Once you complete your edit (possibly setting up their file number). click OK to complete the process. You can then right click and invoice any facility that has records already. You can also track and bill the facility later as the records are obtained.

You can also setup a special billing style for opposing orders so you can limit the type and modify the amounts charged for opposing orders to better fit your way of doing business. 

 

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