Refresh

With the function Add to the selected case in PANTHEON VET, we add positions from the selected order or from multiple orders.

In the first step, we select the limiting criteria for the set of documents and display them using the button Refresh.

TIP For more detailed information about the program forms, read in the PANTHEON VET Guide, in the chapters Document and Document selection.

CASE DESCRIPTION The responsible person would like to quickly transfer positions from the order document to the case document. In the first step, they select the limiting criteria. The responsible person follows these steps: Selecting limiting criteria Displaying documents for addition

WARNING Before adding positions from another document to the case document, it is necessary to have a created case document with entered data about the animal and the purpose of the case. For a detailed procedure for creating the case document and entering data into individual tabs, read the chapter Entering the case (general) and Vaccination.

1. Selecting limiting criteria

The responsible person has the case document open to which they want to add positions from the created order. 

After selecting the button  (Add) , the Add task for processing window opens.

It starts by entering the limiting criteria.

In the first field Document they enter the number: 23. They want to see documents created in the year 2023 (23-XXXX-XXXXX).

In the second field, they select the type of document they want to add from the dropdown list: 0100 - Customer order.

In the field Owner the data from the Case is copied.

In the field Date from they enter the start date for the orders they want to add: 1.1.2023.

In the field Status they set the desired status of the documents they want to add with the toggle: 2 - Confirmed order.

2. Displaying documents for addition

After selecting the limiting criteria for displaying documents that match, the responsible person selects the button Refresh.

Documents with the selected criteria are displayed on the tab Document selection.

On the list Document headers they see documents that meet the criteria.

On the list Positions they see the identifiers available for addition to the case document.

Adding continues with Document selection.