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Owner/animal entry
Enter Owner/Animal
 
Tab owner/animal insert is divided:
| Warehouse |
Data about the warehouse. The data is filed automatically if it is set on the document type; if it is not, we need to enter it manually. |
| Appointment |
Data about the appointment number. If we choose the owner who has an appointment in reception and we open the treatment, the number will appear. |
| Next appointment date |
If we click on the button,  we create a new appointment, and the date of the new appointment appears in this field |
| Date |
Date of Treatment. |
| Status |
Select the status of the Treatment. Each treatment can have as many statuses as you like.
When entering a new order, the status with the lowest alphanumeric value is used by default
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| Cost Ctr. |
We can enter the cost center from the dropdown. If the cost center is set on the document type, then this field is filled automatically. |
| Subject |
Here, you define the ID of the animal owner. After selecting this field, all other fields of the subject are filled. You can find owners by Subject, Name, Surname, Farm ID, or VAT Code. If you want to change the owner when an animal has been entered, the program will display an error (see Subject can't be changed, because animals have been inserted into the treatment document!). |
| Holding |
This is a unique number for the holding. Each farm has its own Holding ID. This Holding ID is also automatically entered from the mobile app if it's defined on the owner. |
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This button, "Search," is active only when we open a new treatment document. After we choose an Owner button will become inactive. We can also open the window search with the function CTRL+F
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This button is activated when the number of holdings is entered; if it is not, then this button is hidden. This is only for Slovenian localization. |
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This Consent is read only field. If the owner has any consent entered in the Subjects -consent, then this field is marked with a check mark. |
| Number |
The unique number of the document: a two-digit code for the year, a code for the type of document (identical to that found in the Document Types settings), and the six-digit serial number of the document.
The number is generated automatically and cannot be changed. |
| Department |
Enter or select the department. If the department is defined for the user, it is automatically assigned on treatment document creation.
Department is automatically added also through the mobile app, if the department is set to veterinarian in contacts.
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| Clerk |
The user who created the document. It can't be changed. |
| Veterinary |
You can insert or select the veterinarian who made the treatment. When entering a document is by default filled in this field responsible person. If you don't insert the veterinarian and click to another tab, the program will raise an error (see Veterinary must be selected!)
 In case more than one veterinarian is involved in the treatment. Click on this button to open
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| Treatment type |
Here you can define the type of treatment document:
- Individual treatment – meaning that you will enter data for each animal on the treatment document individually – is selected by default.
- Group treatment – meaning you will enter data for all animals inserted on the treatment document. When the Group treatment is selected, the tabs Insemination and Vaccination are hidden.
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| Phone |
If the owner does not have data about the phone, we can enter it in this field, and when we save the data will be automatically added to the owner. |
| Email |
If the owner does not have data about the Email, we can enter it in this field, and when we save the data will be automatically added to the owner. |
| Note |
You can enter a note about the treatment document. This note is displayed on the invoice if we tick the option Transfer Note at creating the invoice from the treatment.
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| Completion date |
This field is read-only. When we click the button Finish Treatment, or create a bill, this field will be filled automatically.
This field is automatically entered from the mobile app when we create an invoice or packing slip.
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All important data is additionally displayed above the tabs, and it are visible whenever you move between tabs.
Functions:
Data in grid:
| Line |
The line number is generated automatically and can't be changed by the user. |
| Animal ID |
Enter or select Animal ID. Selection is filtered and is showing just animals from the Owner that you enter. Searching for ID is not limited to the beginning of ID, but it searches through the whole word. After selecting Animal ID Fields Description, Animal type, Animal category, and Breed are fulfilled. On double click Owners and Animals registry is opened. |
| Name |
Enter or select the animal name. |
| Description |
Enter or select a description of the animal. The selection is filtered and shows only animals from the Owner that you enter. Searching for a description is not limited to the beginning of a word; rather, it searches through the whole word. After selecting the animal description, the fields Animal ID, Animal type, Animal category, and Breed are filled out. |
| Sex |
Displays the sex of the Animal. |
| Type of Animal |
Displays the Animal type of the Animal. |
| Animal Category |
Displays the Animal category of the Animal. |
| Breed |
Displays the Breed of the Animal. |
| Purpose |
Display the current Purpose, but we can manually change it from the dropdown list. |
| Birth Date |
Display the birth date |
| Special Note |
Display one of the special notes. |
If you want to leave this tab before selecting an animal, the program will raise an error (see Treatment can't be created, because no animal is selected!)
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