TeamDME Load Items

Updated 1 year ago by Steven Garand

Data can be exchanged both from RxWeb to TeamDME (To direction) and from TeamDME to RxWeb (From direction).
Set the direction, username, and password then click on the 'Fill/Refresh items to send/get' button to load the items.
When using this feature for the first time the user is prompted to set, the Salesperson custom team member type, Customer Service custom team member type, and the Taxtable type.
The user is prompted to link any un-linked payors and line item manufacturers associated with the order.

Options

  • External Application: Should default to TeamDME if the TeamDME Setup is properly configured.
  • Direction:
    • To: Exchange data from RxWeb to TeamDME
    • From: Exchange data from TeamDME to RxWeb
  • Username: TeamDME username.
  • Password: TeamDME password.
  • Fill/Refresh Button: Loads items for the order that can be exchanged for the selected direction.
    • When using this feature for the first time the user is prompted to set, the Salesperson custom team member type, Customer Service custom team member type, and the Taxtable type.
    • The user is prompted to link any un-linked payors and line item manufacturers associated with the order.

Actions

  1. Set data exchange direction.
  2. Set TeamDME username
  3. Set TeamDME password
  4. Fill or Refresh Main Grid items.


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