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Overview


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Excerpt

  • Provides the ability to replace Billing Package Items with new products across existing Billing Package definitions, and liability.

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titleFeatures of the Package Item Substitution subtab
:
...
  • Substitution - Replace one product for another in Billing Package definitions and existing Package Liability.
  • Client Credit - The ability to credit the client's account for the amount of
remaining Package
  • remaining Package Liability when no replacement is available for the product or service.
  • Account-Level - Examine accounts containing active Package Liability involving the product or service being replaced.
  • Package-Level - Examine active
Billing Package
  • Billing Package definitions containing the product or service being replaced.

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Navigation


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Section


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

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  2. Select the 'Product Setup' hyperlink.

    Expand


  3. Search for a Billing Package product.

  4. Select the product and click the 'Edit' button; or, click on the 'Product Name' hyperlink.
  5. Click on the 'Package' tab, then the 'Package Item Substitution' subtab.
    1. The Product Type must be 'Package' for the 'Package' tab to appear.


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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





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Functionality



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Planned Improvements


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Bugs


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jqlQueryproject = LIMS AND issuetype in (Bug,Task) AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Package Item Substitution subtab" ORDER BY Summary DESC
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Open Issues


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titleClick to expand ...


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UG:Setup & Admin Guides
UG:Setup & Admin Guides
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Info

This page may contain functionality not found in the current version of VetView.


Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


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titleContents

Table of Contents