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Overview


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

    Features 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 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 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.

    Expand


  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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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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titlePackage Item Substitution subtab
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Screen


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This is the Package Item Substitution 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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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
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height500px


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Privileges


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titleFields and Controls
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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/shr702o13Fy64HxWH
viewControlstrue
width100%
height500px


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Definitions

Airtable for confluence
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How To...


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Planned Improvements


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Jira Legacy
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Bugs


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Jira Legacy
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Open Issues


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titleClick to expand ...


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Jira Legacy
serverSystem JIRA
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jqlQueryproject = 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 in ("Product Setup - Package Item Substitution subtab") AND labels in (Billing_Package, Product_Setup) ORDER BY key DESC
serverId1eaad4fc-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
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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