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| FINANCIAL REPORT | ACCOUNT GROUP | ACCOUNT TYPE | TYPE CHARGE_ADMIN::ADJUSTMENT | CHARGE ADMIN SIGN | EFFECT ON ACCT | DR / CR | ANCILLARY TABLES | EXAMPLES | ||
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| Balance Sheet | Asset | A/R | A_R_PAYMENT | (+) | Decrease | CR | CHARGE_ADMIN ORDERARTRANSACTIONS | |||
| Income Statement | Expense | Discounts | ADJUSTMENT::OPEN_ORDER | (-) | Increase | DR | ADJUSTMENT ORDER_ITEM_MODIFIER ADJUSTMENT_ITEMS | Discounts such as: LDA/RDA, Behavior, Promotional, Instructional, Packages, Clinical Research, Wellness Packages, Employee/Student, Credit Adjustments such as: Administrative, Returned Items, Charged-In-Error. | ||
| Income Statement | Revenue | Price Increase | ADJUSTMENT::INVOICE_PRICE_INCREASE | (+) | Increase | CR | ADJUSTMENT CHARGE_ADMIN | System-generated adjustment that results from the 'Subtotal' of a charge on an order being manually increased by the User. | ||
| Income Statement | Revenue | Price Decrease | ADJUSTMENT::INVOICE_PRICE_DECREASE | (-) | Decrease | DR | ADJUSTMENT CHARGE_ADMIN | System-generated adjustment that results from the 'Subtotal' of a charge on an order being manually decreased by the User. | ||
| Income Statement | Revenue | Interest Charges Assessed | ADJUSTMENT::INTEREST | (+) | Increase | CR | CHARGE_ADMIN ADJUSTMENT | Interest: CHARGE_ADMIN::TYPE = ADJUSTMENT CHARGE_ADMIN +----> ADJUSTMENT +--- ---> ADJ_TYPE::ADJUSTMENT_TYPE = INTEREST | ||
| Income Statement | Revenue | Interest Charges Reversal | ADJUSTMENT::INTEREST | (-) | Decrease | DR | CHARGE_ADMIN ADJUSTMENT | Interest Reversal (unpaid): CHARGE_ADMIN::TYPE = ADJUSTMENT | ||
| Income Statement | Revenue | Interest Charges Reversal | CREDIT_MEMO | (-) | Decrease | DR | CHARGE_ADMIN | Interest Reversal (paid): CHARGE_ADMIN::TYPE = CREDIT_MEMO (if interest that has been paid is reversed, resulting in a credit memo). | ||
| Income Statement | Revenue | Late Fee Reversal | ADJUSTMENT::LATE_FEE | (-) | Decrease | DR | CHARGE_ADMIN ADJUSTMENT | Late Fee Reversal: CHARGE_ADMIN::TYPE = ADJUSTMENT | ||
| Income Statement | Expense | Client Discount Volume Discount | ADJUSTMENT::PRODUCT | (-) | Increase | DR | CHARGE_ADMIN ADJUSTMENT ORDER_ITEM_MODIFIER | System-generated adjustments that are created when a product is added to the order. These adjustments depend on the product setup, and hospital setup. Client Discount Adjustment - resulting from a price set multiplier less than 1.00. Volume Discount Adjustment - resulting from a sufficient dollar volume and associations with a volume discount. Product Debit Adjustment Reversal - resulting from the reversal of a PRODUCT debit adjustment. | ||
| Income Statement | Revenue | Minimum Price Product Markup | ADJUSTMENT::PRODUCT | (+) | Increase | CR | CHARGE_ADMIN ADJUSTMENT ORDER_ITEM_MODIFIER | System-generated adjustments that are created when a product is added to the order. These adjustments depend on the product setup, and hospital setup. Client Markup Adjustment - resulting from a price set multiplier greater than 1.00. Minimum Price Adjustment - resulting from a 'Minimum Price' that is greater than the product pricing basis, plus markup, minus discounts. Product Markup Adjustment - resulting from a 'Markup' multiplier greater than 1.00 Product Credit Adjustment Reversal - resulting from the reversal of a PRODUCT credit adjustment. | ||
| Income Statement | Revenue | Sales of products and services | CHARGE | (+) | Increase | CR | ORDER_ITEM CHARGE_ADMIN | Results from a product (or service) being added to an order. The transaction is added to CHARGE_ADMIN, from ORDER_ITEMS when the order is closed. Amount = product's pricing basis x markup x quantity. | ||
| Balance Sheet | Liability | Client Credit Credit Memo | CREDIT_MEMO | (+) | Increase | CR | CHARGE_ADMIN CREDIT_MEMO | |||
| Balance Sheet | Liability | Application of a client credit or credit memo | CREDIT_MEMO_APPLIED | (-) | Decrease | DR | CHARGE_ADMIN CREDIT_MEMO | |||
| Balance Sheet | Asset | Debit Memo | DEBIT_MEMO | (+) | Increase | DR | CHARGE_ADMIN DEBIT_MEMO | |||
| Income Statement | Revenue | Late Fees Assessed | DEBIT_MEMO::LATE_FEE | (+) | Increase | CR | CHARGE_ADMIN DEBIT_MEMO ADJUSTMENT | Late Fees: CHARGE_ADMIN::TYPE = DEBIT_MEMO CHARGE_ADMIN +---> DEBIT_MEMO +---> ADJUSTMENT +-- ---> ADJ_TYPE::ADJUSTMENT_TYPE = LATE_FEE | ||
| Balance Sheet | Liability | Client Deposit | N/A | N/A | Increase | CR | CLIENT_DEPOSIT | |||
| Balance Sheet | Liability | DEPOSIT_APPLIED | (-) | Decrease | DR | CHARGE_ADMIN CLIENT_DEPOSIT | ||||
| Income Statement | Revenue | Service Fee | MODIFIER | (+) | Increase | CR | ORDER_ITEM_MODIFIER | |||
| Balance Sheet | Liability | Prepaid Sales | PACKAGE | (+) | Increase | CR | CLIENT_PATIENT_PKG CLIENT_PKG_ITEM | |||
| Balance Sheet | Liability | Prepaid Taxes | PREPAID_TAX | (-) | Decrease | DR | PKG_ITEM_TAX_LINK | Created, when a package item is 'used' on and order, to transfer the tax liability account from the client, to the taxing jurisdiction. | ||
| Balance Sheet | Liability | Prepaid Taxes | PREPAID_TAX | (+) | Increase | CR | PKG_ITEM_TAX_LINK | Created for items in a package, when the package is added to the order. | ||
| Balance Sheet | Liability | Prepayments applied to charges and A/R | PREPAID_APPLIED | (-) | Decrease | DR | CLIENT_PATIENT_PKG CLIENT_PKG_ITEM | |||
| Balance Sheet | Asset | Cash, A/R | PREPAID | (-) | Increase | DR | PAYMENT DEBIT_MEMO ORDERAR_TRANS | |||
| Balance Sheet | Liability | Taxes Due | TAX | (+) | Increase | CR | ||||
| TAX_ADJUSTMENT | ||||||||||
| Balance Sheet | Liability | Tax Exemption Credit | TAX_EXEMPTION | (-) | Decrease | DR | CHARGE_ADMIN ADJUSTMENT | |||
| Balance Sheet | Liability | Tax Exemption Reversal (Debit) | TAX_EXEMPTION | (+) | Increase | CR | CHARGE_ADMIN ADJUSTMENT | |||
| ADJUSTMENT::PAYMENT | Corrections to payments that have been posted; such as: Wrong payment type, Returned Check, Incorrect Payment Amount. | |||||||||
| ADJUSTMENT::REFUND | ||||||||||
| ADJUSTMENT::REFUND_REVERSAL | ||||||||||
| ADJUSTMENT::CLIENT_CREDIT | ||||||||||
| ADJUSTMENT::DEPOSIT | ||||||||||
| ADJUSTMENT::CREDIT_MEMO | ||||||||||
| ADJUSTMENT::DEBIT_MEMO | ||||||||||
| ADJUSTMENT::WRITE_OFF | ||||||||||
| ADJUSTMENT::WRITE_OFF_REVERSAL | ||||||||||
| ADJUSTMENT::ASAQ | ||||||||||
| ADJUSTMENT::ASAQ_UNREPORTED | ||||||||||
| ADJUSTMENT::TAX_EXEMPTION_CR | ||||||||||
| ADJUSTMENT::TAX_EXEMPTION_DR | ||||||||||
| ADJUSTMENT::PACKAGE |
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| Info |
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To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms. |
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