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 ✔️ 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’