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Customisation: Fields and Defaults

Fields and Defaults This option changes some of the field names and the defaults that are offered. When selected a sub-menu will appear: 
Field names
Defaults 
VAT settings
Options
Screen data
Macros (Systems)

Field names

(Menu -> General Apps -> Parameters -> Fields & Defaults -> Field Names )
This is used to change the following:

Defaults

 (Menu -> General Apps -> Parameters -> Fields & Defaults -> Defaults )
This sub-menu contains some of the defaults used:
  1. Telephone/Address line - This option is for compatibility with some of the older versions of the software. If set to 'Telephone' then you have two address lines and a telephone number field, otherwise if set to address you can have four address lines and have to use the floating field to store telephone number.
  2. Ask for User ref. - When adding clinical work you can be asked to enter the user who carried out this work. This option is 3 characters long. The first is type SA clients, the second for FC and the third is EQ. If the corresponding position is set to a 1 then the user ref. question is asked, if 0 then it is ignored.
  3. Ask for date - In a similar manner to user ref. above, this relates to whether you want to be asked the transaction date or not.
  4. Cash discount (percentage) - This is the default percentage used for cash discounts (if implemented).
  5. Cash discounts (absolute) - This is the default amount that is used for absolute cash discounts (if implemented).
  6. Ask for fees (notes) - If set to yes then whenever the 'N'otes option is used on the clinical record screen then you will be asked to enter a figure for fees and drugs.
  7. Default analysis code - This is the analysis code that will be added to free-hand note entries on the clinical record. If set to a zero then you will be asked for the code at the time.
  8. Page 3 set up as - This is what the third clinical screen is set up as. It can either be PDSA, for entering PDSA work, or user- defined.
  9. Weight Analysis Code - This is the analysis code that will be used to indicate a Weight recording on the clinical record card.
  10. Insulin Analysis Code - This is the analysis code that will be used to indicate an Insulin recording on the clinical record card.

VAT settings

 (Menu -> General Apps -> Parameters -> Fields & Defaults -> VAT settings )

This is used to change the VAT and Euro rate, whether prices are entered including or excluding VAT and whether you are using the cash accounting scheme.

  • Options 1 & 2 refer to the VAT percentage amount, and whether amounts are normally entered as inclusive or exclusive of VAT, or whether the user should be asked each time to select whether a VAT-inclusive or VAT- exclusive figure has been entered.

  • Option 3 'VAT scheme used' can be a 0 or a 1. If set to a 1 then VAT figures will be based on payments received, if set to a 0 then VAT will be based on the normal method of being calculated on work done. This should be set to 1 only if the VAT inspector has given you permission to calculate VAT in this way.

  • Irish 2/3rd Rule - Applies to the way Ireland handles their VAT.

  • Euro Value - What is the conversion factor that has to be applied to your currency to convert to/from the Euro.

  • The table 'A - F' relates to the current VAT rates in force,

    Options

     (Menu -> General Apps -> Parameters -> Fields & Defaults -> Options ) This sub-menu contains more defaults which are either Yes or No.
    1. VAT book in use - Whether the VAT book is used or not.
    2. Ana code 232 on Today/dockets - If you want clinical text lines with analysis code 232 to appear on Today bills.
    3. Ask amount tendered - When entering a payment, whether the amount tendered question is to be asked or not.
    4. Ask VAT amount - When adding free-hand notes or editing transactions, whether the user is to be asked for the VAT amount or not.
    5. Full screen Sheet - Whether the 'S'heet option on the management card should be full or half screen.
    6. Show Time - Show the transaction time on the clinical record screen.
    7. Separate payments - This is used by the VAT book to indicate whether you want the different payment types on a separate piece of paper or not.

    8. New Waiting room list - Selects the style of waiting room list you want to use.
    9. Ask for system date - When the system is started up, whether the current date is to be asked for or not.
    10. I. Bills (inc. Zero) - When generating an itemised bill, whether the category name is still to be printed even if the category has no amount associated with it.
    11. Delay on labels - If you are printing labels from the back of a terminal, whether there should be a delay to enable the label to be printed before being allowed to continue.
    12. Cash discount - If this option is set to yes then whenever a payment is made you will automatically be asked the discount question.
    13. Ignore payments (VB) - This is used by the VAT book to indicate whether you want the payments included in the Itemised 'work done' section or not.
    14. Dockets inc. Zero - When printing a docket, whether transactions with no financial amounts printed are to be printed or not.
    15. Dockets inc. BF - When printing dockets, whether the balance brought forward is to be included.
    16 and 17 are used for auditing purposes and should not be changed.
    1. AP ' code 232 - When text is entered on the AP prompt line after an ' - should to be allocated analysis code 232 or not.
    2. Nice Mac and Mc - Do you want client names starting with mac or Mc to be converted to 'nice' case.
    3. Diary - Address line - When entering a client in the appointments diary/waiting room, whether the comment field of the slot booked should default to the client's first address line or not.
    4. Diary - Slot letters - In the appointments diary/waiting room, whether slots which are untimed are labelled with letters or numbers. Options 20 and 21 are documented in more detail in the Appointments diary section of the manual.
    5. Show sys message on startup - Do you want (if present) the SystemWide message to be displayed whenever a user logs in
    6. Block sales < zero - If you have no stock of a specific item do you want to be able to sell it or not.
    7. Address 4 is PostCode - If you are using address line 4 for the post code then set this to yes.
    8. One Character user ID's - User ID's can be 1 character (limited to 25 users) or up to 3 (giving 90 users in total).
    9. Client name help - If set to yes you will be prompted for the Surname, Initial and Title of the client.
    10. Update Last Cons on Zero - If the transaction is zero priced should the 'Last Consultation Date' be updated.
    11. Show Euro Value - Do you want receipts and bills to show the Euro value.
    12. Auto Price force /Con - If when you first enter automatic pricing would you like a list of all codes starting CON.
    13. Stk Edit update RRP/Sell - When you edit a stock card should the RRP or the Markup change - yes = price.
    There are additional option available if 'More' is selected.
    1. Show User on Docket - Print the users ID on the Docket
    2. Show Vacc Status on MR - Show either the date on which the last vaccination was given or just the status e.g. Overdue, Due etc.
    3. Auto Integrate on login - If there is a Cross Updating log file waiting to be integrated should it be processed when a user logs in.
    4. Fees Drugs separate - Reserved
    5. Add disp fee to Drugs - If there is a dispencing fee added to a transaction should in be added to the drugs column.
    6. Show VAT on today - Should your VAT number be shown on the Today bills.
    7. Lifelearn - Whether lifelearn handouts are recorded on clinical records or not.
    8. Multiple label fee - When multiple labels are printed should they system add multiple dispencing fees
    9. Force Breed entry - When entering a new record should the user select from the pop-up box or not.
    10. Force Colour entry - When entering a new record should the user select from the pop-up box or not.
    11. Force Sex entry - When entering a new record should the user select from the pop-up box or not.
    12. Default Date Back - If you have changed the transaction date while in a record card - returning to the main menu will automatically force the transaction date back to today.
    13. Postcode Pop-Up - If the postcode module is installed do you want it to appear when editing/adding address lines.
    14. Hide Dead Animals - If the animal is flagged as dead do you want it hidden on the tree view.
    15. Hide Multiple Animals - If the client has more than one animal this option will group them as 'et. al.' when displaying the records.
    16. Fee note - Alpha sort - When generating feenote do you want them output in Alphabetical order - yes or numeric - No.
    17. Recalls - Alpha sort - When generating recalls do you want them output in Alphabetical order - yes or number ic - No.
    18. Set Master Confirm - If you change a master record the system will prompt you to update all the related ones - this is the default.
    19. Credit disp charge - When you enter a credit in Automatic Pricing that has a 'Dispencing Fee' attached (~), should this be credited as well.
    20. Tree Alphabetical - Should the tree view be shown in record order or sorted by animal type and name.
    21. Paid default to zero - Should the default amount to pay default to the current balance or zero. If set to zero, users cannot just press RETURN.

    Screen date

     (Menu -> General Apps -> Parameters -> Fields & Defaults -> Screen )
    Reserved for future use.

    Macros (System)

     (Menu -> General Apps -> Parameters -> Fields & Defaults -> Macros )
    See utilities menu entry for this option.

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