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Overview

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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.

Excerpt

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

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title	Features of the Package Item Substitution subtab ...

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title	Navigation
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Section

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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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Search for a Billing Package product.
Select the product and click the 'Edit' button; or, click on the 'Product Name' hyperlink.
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
	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	Package Item Substitution subtab
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Screen

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This is the Package Item Substitution subtab.

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Mockups

Mockup

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permalinkID	5eC2AkRp4B9LCp1sN3Z1Nn

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Following is a list of mockups for this screen:

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Airtable for confluence

resourceId	https://airtable.com/shr2T4BpnOzYkt88n
viewControls	true
useCardLayout	true
width	100%
height	500PX

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title	Fields and Controls
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Specs

Airtable for confluence

resourceId	https://airtable.com/shrOqAYN79l4EZH8s
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/shr9yRsgEnBJrvblO
viewControls	true
width	100%
height	500px

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FunctionalityclassfunctionalityFunctionality

	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/shr702o13Fy64HxWH
viewControls	true
width	100%
height	500px

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title	Definitions
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Definitions

Airtable for confluence

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

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How To...

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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 - Package Item Substitution subtab" AND labels in (Billing_Package, Product_Setup) ORDER BY Summary DESC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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title	Planned
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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 - Package Item Substitution subtab" AND labels in (Billing_Package, 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 in ("Product Setup - Package Item Substitution subtab") AND labels in (Billing_Package, 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 9

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 9

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Planned Improvements

Bugs

Open Issues