User or Employee?
This property allows an employee to perform Quality Check actions throughout the applications.
QC Technician
This Case Date can be set on a given case to remove it from shipping manager.
Shipment Date
Inventory Item Maintenance may be accessed via this top menu bar option.
Tools
Case evaluation templates are set within this tab while in case edit.
7. Misc
Reports can be set to be delivered via email, print, FTP, and one final option, only available to on-premises customers.
Save As File
This tool is used to create and manage users.
System Admin Program
This form is used for quick case entry as cases are received.
Incoming Shipment
These two actions may be used to increase or decrease the inventory item stock.
Adjustments and Check out
A 3rd party mail service, which may be recommended to customers in the event that they use an unsupported SMTP provider.
SendGrid
The Customer Records Expiration Alert automated job can be used to notify users when this type of payment method is set to expire.
Credit Card
This type of account must be created in order to grant access to Technician Bench or Technician Manager
Employee
This tab may be referenced to review all shipping costs that have been incurred.
Shipping Charges
Inventory management for items is now tracked between three separate types of custody.
Global, location, and technician custody
When setting a patient appointment, this type of call gets automatically created.
Chairside call
This system job will automatically send emails to delinquent customers based on a set balance bucket.
Auto Past Due E-Mail
This field is used to indicate when an employee stopped working at a lab.
Termination Date
This flag can be set on a shipment for specific accounts that have a hard time paying their invoices.
COD
These two values represent specific thresholds for individual inventory items.
Reorder Point and Safety Stock
In order for a case to be eligible for Case Evaluation, it must first be invoiced before this final action can be completed.
Case must be shipped.
The Pickups Reconciliation automated job should be used in conjunction with this DLCPM web application
Route Manager
This Application Policy is used to allow or deny access to view or track return labels
DataAuditTrailAction
Along with additional cases, there are two other types of items that may be bundled with shipments.
Fulfillments and Tool Loans
This tab will show all activity for the selected inventory item. Each entry will list the type of transaction, timestamp, and whether the inventory was increased or decreased.
Transaction Log
This database field is set when a record is sent to QuickBooks.
AccListID
This job should be run while testing Load Schedule assignment to ensure that the LSA job only looks to assign current case tasks.
Load Schedule Reset