Treatment
In the Plan panel of the Settings | Program | Documents Types you can create, delete, change and check document types of treatment.
To create a certain plan document, you have to define general information.
Treatment:
| ID |
In this field you can enter a 3-digit alphanumeric ID of the plan document type. |
| Name |
In this field you can enter a name of plan document type. The name can have up to 30 characters. |
| Short Name |
In this field you can enter a short name of the plan document type. The short name can have up to 9 characters. |
| Record Only |
You can select this option for plan types that are used for checking the coverage of the manufacturing or simulation of plan requirements. There is a difference between plans that are defined as recorded only and regular plans. When refreshing scheduled requirements, regular plans will delete all linked planned work orders and all planned purchase orders, and the recorded only plans will not delete these documents. |
| |
|
| Note |
In this section you can enter notes to the document type that is a kind of internal ID of this document type. |
| Wareh. |
You can predefined a warehouse used on treatment. |
| Auto -Assign S/N |
If option is selected then program will automatically issued Serial Numbers by FIFO method or by Date Due. Serial numbers must be selected for Items defined in Link Between Items and Veterinarian as Vaccination and if there is Serialno on stock with over date due, then user must manually select serial Number. |
| Only active items can be Selected |
If option is selected then only active items can be selected in tabs: Vaccination, Insurance and Performed service. |
| Document hasn't been issued yet |
If option is selected programs give you warning if you are leaving document that hasn't have invoice created |
| Invoice |
Primary document type for creating document or create consolidate document when creating invoice |
| Delivery |
Primary document type for creating document or create consolidate document when creating delivery |
| Transfer |
Docuiment tyoe for creating transfer of stock when creating consolidated document from multiple warehouses |
Statuses
| No. |
One character code of status. Program will sort statuses on document by this code (first letters then numbers) |
| Description |
Status description |
| Confirmed |
define if status is confirmed or not. |
 |
with function Copy statuses you can transfer statuses between doc types. You can:
- AddIng - this will add statuses from chosen doc type to selected doc type
- Overlap - this will delete all existing statuses from selected doc type and will copy statuses from selected doc type
|