Over Riding/Hiding Line Items

Overriding/Hiding Line Items

To over ride line item values for the current order:

  • Click the Line Items button in the menu on the left of the main window.
  • The Line Items window is displayed.
  • Select the row of the item and the Edit Line Item window opens.
  • Modify the desired default value such as order quantity (Qty column), part number (Part Number column), etc.
    • Modify a K0108 Sub Code by clicking in the drop down in the Sub Code field. Select the Sub Code by placing a check in the box to the left of the description or use the Description field to search for a specific Sub Code.
    A check is shown to the right of any modified value to indicate the user modified the value. The modified values will apply to the current order only, all other orders will not be affected.  Override order form values to change a value for all future orders.  Override value changes will not affect existing orders unless the line Items are Updated (using the Update menu) while that order is current.  In addition any changes such as a code change will not affect other columns such as an allowable, unless the Line Items are Updated. Also note the columns related to the second through fourth payer, will only display when the corresponding payor number is specified for the order.
    The user has the ability to Freeze left most columns and hide some left most columns to make it easier to work with far right columns. A Freeze pull down menu is available on the toolbar, labeled "View" to freeze the grid at certain columns. The pull down also has options to both freeze a column and hide left most columns up to the manufacturer column.
  • Click on the check button to save the information

 

If a line item should not appear on any form you can hide the line item.

To hide line item(s) for the current order:

  • Click the Line Items button in the menu on the left of the main window.
  • The Line Items window is displayed.
  • Select the row of the item and the Edit Line Item window opens.
  • In the Edit Line Item window, check the "Hide" box.
  • Click on the check button to save the information.
The item selected to be hidden will be shown in the Edit Line Items window with a check the box in the "Hide" column, but the selected item will be hidden on all forms when opened.


How did we do?