Fulfillment Items Maintenance

Usage:

If your laboratory sends miscellaneous items with your cases, you may enter such items to choose from during case entry in this list.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Shipping > Fulfillments Items

V11 - CRM- Shipping - Fulfillments

Fulfillments Maintenance form

hmtoggle_arrow1How to add a new Fulfillment record:

1.Click V11 - new and the New Value(s) form will open.        

2.Enter the new Fulfillment name in Description field and the Default Quantity.

3.Check Display on the Web -  to view fulfillment on the web application

4.Check Update Starter Kit Date - to automatically update the starter kit date when this fulfillment is shipped.

5.Click V11 - Save and the form will close and the record will be added.
hmtoggle_arrow1How to update a Fulfillment record:

1.Select the  record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.      

3.Make any necessary changes.

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Fulfillment record:

1.Select the record you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

Settings for more options