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Overview


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  • Provides the ability to addview, editcreate, and delete Prepaid Billing Package Items.

  • Features of the Prepaid Billing Package:
    • Total Price of Items - The retail price of the items included in the package.
    • Discounts - The amount of discounts included in the package.
    • Average % Discount - The average discount rate of the package, based on the Discounts divided by the Total Price of Items.
    • Expiration - The number of days that will be added to the date that the Billing Package was added to the order to determine the expiration date of the Prepaid Package.  The life of the Prepaid Package starts when it is added to the bill - not when the order closes.
    • Group Equivalency - For package items in a group, this factor determines the maximum quantity of the group item that can be used from the package.
    • Package Group - Defines a group of interchangeable products that are mutually exclusive.  The Maximum Quantity, of each group item, is determined by the Group Maximum Quantity times the Group Equivalency of the group item.
    • Item Unit Price - The standard retail price for a single unit of the package item.
    • Item Discount - The percentage that is applied to the Item Unit Price to determine the Discount Amount.
    • Item Prepaid Price - The amount, for a single unit of the package item, that is included in the price of the package.   The Item Prepaid Price equals the Item Unit Price, minus the Discount Amount.
    • Package Liability - The sum of the prepaid prices of the Package Items that haven't been used before the package expires.
  • edit Prepaid Packages.

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Navigation


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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.

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  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 'Prepaid' 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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UG:Setup & Admin Guides
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Info

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


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Table of Contents



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Screen


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This is the Prepaid subtab.



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Mockups

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Following is a list of mockups for this screen:

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Airtable for confluence
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Specs

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Fields and Controls


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The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
resourceIdhttps://airtable.com/shrt7YKuaskg8qKib
viewControlstrue
width100%
height500px


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Privileges


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The following table lists the privileges associated with this screen.  The privileges are grouped by the application (Labs, Hospital, or Both), and Section within the list of privileges to which they belong.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
resourceIdhttps://airtable.com/shrwP5D60q0ybznq5
viewControlstrue
width100%
height500px


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Definitions

Airtable for confluence
resourceIdhttps://airtable.com/shrldd0XQS8hmDKKP
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Planned Improvements


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jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") 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 - Prepaid subtab" AND labels in (Billing_Package, Product_Setup) ORDER BY

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Bugs


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Open Issues


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Insert excerptUG:Setup & Admin GuidesUG:Setup & Admin Guidesnopaneltrue
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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