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Overview

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UG:Product Category Setup Tab

print, add, edit, and delete Estimate Templates.
- Estimate Name and Range
- Categories
- Items

Excerpt
Provides the ability to create view, edit, and inactive Product Categories. Features of the Product Category: Include in Inventory Reorder - An option that designates the Product Category, and all products that are associated to it, as a product that should be evaluated by the 'Inventory Reorder' screen. ASAQ Eligible - An option that designates the Product Category, and all products that are associated to it, as an 'ASAQ Product'. Additional options for ASAQ Products include: Apply to Limits, Don't Report to ASAQ, and Percent Paid Defaults - Default values for attributes of ASAQ Products. These will be applied to the ASAQ Product if they are not configured for the product. Credit and Debit Adjustment Code, and Reasons - When the system posts ASAQ credit and debit adjustments, these codes and reasons will be used for the transactions. ASAQ Client Account - When ASAQ credit adjustments are posted to a client's account, they will be paired with a debit adjustment that is posted to the client's account designated by this option.
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Child pages (Children Display)

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title	Navigation
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Click the 'Navigation' button on the VetView button bar at the top of the screen.
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Select the 'Product Setup' hyperlink.
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Click on the 'Estimage Estimate Setup' tab.
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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
	UG:Setup & Admin Guides
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This page may contain functionality not found in the current version of VetView.

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Table of Contents

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title	Estimate Setup tab
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Screen

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This is the Estimate Setup tab

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title	Mockups
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Mockups

Mockup

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Following is a list of mockups for this screen:

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Airtable for confluence

resourceId	https://airtable.com/shr4lWg1aREfAvtCN
viewControls	true
useCardLayout	true
width	100%
height	500PX

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FunctionalityclassfunctionalityFunctionality

Fields and Controls
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Specs

Airtable for confluence

resourceId	https://airtable.com/shrkvGwU3DNCCcRlQ
viewControls	true
width	100%
height	500px

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title	Fields and Controls
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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

resourceId	https://airtable.com/shryG2xHHPoDHz1yM
viewControls	true
width	100%
height	500px

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title	Privileges
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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

resourceId	https://airtable.com/shrvDDhquDWgFjfJj
viewControls	true
width	100%
height	500px

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Definitions

Airtable for confluence

resourceId	https://airtable.com/shr8AMFuDvVYVfXmq
viewControls	true
width	100%
height	500px

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title	How To ...
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How To...

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title	Search for Inventory Transfer Requests
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Setup an Estimate Template

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	Search for Inventory Transfer Requests
	Search for Inventory Transfer Requests

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title	Planned
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Planned Improvements

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Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = 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 - Estimate Setup tab" AND labels in (Product_Setup) ORDER BY Summary DESC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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Bugs

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title	Planned Text
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Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = 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 - Estimate Setup tab" AND labels in (Product_Setup) ORDER BY Summary DESC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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Open Issues

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title	Click to expand ...

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Jira Legacy

server	System JIRA
columns	key,summary,type,priority,status,fixversions,components
maximumIssues	1000
jqlQuery	project = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic 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 - Estimate Setup tab" AND labels in (Product_Setup) ORDER BY key DESC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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

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

Info

title	Definitions

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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title	Contents

toc

Versions Compared

Old Version 2

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Setup an Estimate Template

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 2

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Setup an Estimate Template

Planned Improvements

Bugs

Open Issues