| Step |
âœ”ï¸ |
Action point |
| 1 |
|
Latest Version, Pricetool & Medprax? |
| 2 |
|
Server Client: Is the WS Client Running? |
| 3 |
|
Checksum Test: FD vs PG 2018 |
| 4 |
|
Import Filedata Group Files (From FD to PG) |
| 5 |
|
Import Filedata Pricelists (From FD to PG) |
| 6 |
|
Save current 2018 Combinations with Items |
| 7 |
|
Refresh GX Prices |
| 8 |
|
Checksum Test: FD vs PG 2018, Check for any major differences |
| 9 |
|
2018 Price Collection Report-Save as PDF |
| 10 |
|
Make sure any Custom Billing Groups are numbered from 70 + in 2018 GX Prices
|
| 11 |
|
Save collection to New Year and Relaunch |
| 12 |
|
Refresh GX Prices |
| 13 |
|
Combinations check 2018 vs 2019 |
| 14 |
|
2019 Price Collection Report-Save as PDF |
| 15 |
|
Any differences between 2018 & 2019 Price Collection Report |
| 16 |
|
Compare 2018 vs 2019 Billing Groups+Screenshot |
| 17 |
|
Update RVU’s with % |
| 18 |
|
Update Fixed Prices with % |
| 19 |
|
Server Client: Is the WS Client Running? |
| 20 |
|
Odoo:Entities:Push linked tariffs per Speciality |
| 21 |
|
Check Linking Profile-Linked to Custom profile where applicable |
| 22 |
|
Compare FD vs PG price package vs Odoo Date |
| 23 |
|
Pricelist rounding to nearest 10c or nearest R1 |
| 24 |
|
Group Files Rebuild List of Filedata from Postgress pricelists |
| 25 |
|
Rebuild List of FD pricelists from PG Pricelist |
| 26 |
|
Refresh list of Pricelist views. |
| 27 |
|
Mark up prices where Combinations are set with ‘Prices as filled in on Combination’
|