Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

Overview

  • Provides the ability to replace Billing Package Items with new 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.

Navigation

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

     Click here to expand...

  2. Select the 'Product Setup' hyperlink.

     Click here to 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.
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.

Functionality

Planned Improvements

key summary
Refresh

Bugs

key summary
Refresh

Open Issues

 Click to expand ...

key summary type priority status fixversions components
Refresh

VetView Wiki

Most recent releases of VetView:  Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024) 

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

Definitions

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

Contents

  • No labels