Price structure and Contracts within GoodX
13. Price Configuration Checklist (Per Price Package/Speciality)
The steps according to this checklist are explained in the sub chapters.
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’ |