MANSOQ Billing
Update or retire a charge item definition
This flow describes how to change the details of a charge item definition in MANSOQ. It also describes how to retire a charge item definition that your facility no longer uses. Pre-requisites - You are a member of the facility. - The charge…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to change the details of a charge item definition in MANSOQ. It also describes how to retire a charge item definition that your facility no longer uses.
Pre-requisites
- You are a member of the facility.
- The charge item definition is created in the facility.
- If you want to retire the definition, its status is not Retired.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read Charge Item Definition | Lets you open the charge item definitions of your facility. |
| Can Create Charge Item Definition on Facility | Lets you update or retire a charge item definition. |
Steps
1. Open the charge item definition
Go to the facility.
Click Settings.
Click Charge Item Definitions.
Open the category that holds the definition.
Open the charge item definition that you want to change.
2. Update the details
Click Edit.
Change the details of the charge item definition.
Click Update.
Note: The Update button stays disabled until you change a detail.
Note: Press Shift+Enter to submit the form. Press Escape to cancel.
3. Retire the charge item definition
Do this step only if you want to stop the use of the charge item definition.
Click Delete. MANSOQ shows this button only while the status of the definition is not Retired.
MANSOQ opens the Delete charge item definition dialog.
Click Confirm.
Note: MANSOQ does not remove the charge item definition. MANSOQ sets its Status to Retired.
Expected Outcome
- MANSOQ saves your changes to the charge item definition.
- After you click Confirm, MANSOQ sets the Status of the charge item definition to Retired.
- MANSOQ shows a message that confirms the change.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.