News:Preliminary insertions on definitive orders - Revised

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Preliminary insertions on definitive orders - Revised
Published 2021-04-14
Module MED
Version 546W2104
Revision 0
Case number 210426

Preliminary insertions on definitive orders - Revised

New parameters/fields

New parameter in Base register / MED / Parameters, tab: Plans & Orders, parameter: Allow preliminary insertions on definitive orders.

Functionality

If "Allow preliminary insertions on definitive orders" is set the system will allow for creation of insertions with insertion status "Preliminary" on orders that has order status "Definitive".

Clicking on "MAKE DEFINITIVE" will open a dialouge with field "Until insertion date". Only insertion before the chosen insertion date will be made definitive, the later is left as preliminary.

Column Insertion status list all insertions statuses that occurs on the order.

New insertions on a definitive order are created with insertion status Preliminary. The insertion status can then be changed from preliminary to definitive. In ordinary registration view this is changed on price row level:

Or in one of the batch change functions on order, insertion and price-row level.

In table registration this can be done with the function button "MAKE DEFINITIVE (INSERTIONS)"

Preliminary insertions can also be made definitive with use of the "MAKE DEFINITIVE" function again, and then choose a later date that includes the preliminary insertion/s.