Two spreadsheets can be generated to update the information maintained in the Service Codes table.
For information on the use and impact of these Service values and flags refer to the Service Codes page.
Service Code Divisional Pricing:
This second worksheet is used to update this "Service Code
Divisional Pricing" stored in the "Divisions" window on the
relevant Service Codes.
Divisional pricing is useful if a Service
Code requires different pricing on documents for a different
Division.
Divisional pricing is optional and if no dollar Amount is defined
at the Division level then the default dollar Amount defined in the
main screen of the Service Code
applies.
The "Service Code Divisional Pricing" worksheet includes the
values for Service Code, Division and Amount.
Only Service Codes with Division Pricing records in the
"Divisions" window on the Service
Codes are exported on the worksheet but others may be
added.
The Service Code must already exist to update the Divisions so if
new services are being added, import the "Services Codes" file
first.
There is also a Delete column to flag when a Division pricing
record should be Deleted on import, so that the standard price
should charged for this Service at that Division.
The prompts are:
Uncheck this box to generate the two spreadsheets populated with the values currently assigned to the Service Codes.
Updating the Resulting Spreadsheet:
Refer to Service Code Import for error
conditions on the Services import.
Refer to Export/Import Service Codes for
error conditions on the Divisional Pricing import.
Save the Revised Data:
When the values are all updated on the worksheets, save each
completed spreadsheet as a tab-delimited text file on your
client machine.
The text files can be move from the client to the server
individually using the Select a File to
Upload utility by selecting the Upload Service and
Upload Div Pricing options in the Export/Import Service Codes radio group.
The data Import is also done separately for the two different
worksheets by selecting each of the Import Service and
Import Div Pricing options in the Export/Import Service Codes radio group.
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