Payers

Orders placed for accounts may be paid for by another organization. This is the case for large pharmacy chains or medical organizations where locations order products that are paid for by a head office.

For example, and end user records an order for a regional clinic operated by a hospital. Although the regional clinic is placing the order, the order should be paid for by the hospital.

Who can use this feature?

  • Browser, iPad, Windows Users
  • Users do not require an additional license
  • End Users, Order Admins

Configuring Payers for

To configure this feature:

  1. Ensure Configuring Order Management is complete.

  2. Grant the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permissions

    account_partner__v

    CRED

    payer__v

    All

    Edit

    order__v

    n/a

    n/a

    payer__v

    Edit

To configure this feature:

  1. Ensure Configuring Order Management is complete.
  2. Grant the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permissions

    account_partner__v

    R

    payer__v

    All

    Read

    order__v

    n/a

    n/a

    payer__v

    Edit

  3. Place the payer__v field on the order__v layout.

Creating Payers as

To create a payer:

  1. Navigate to the Account Partners tab.
  2. Select Create.
  3. Select Payer in the Object Type Selector.
  4. Select Continue.
  5. Complete the following fields:
    • name__v
    • account__v
  6. Select Save.

Using Payers as

End Users can select a payer on an order to indicate that the order should be paid for by a different location than the account the order was recorded for.

Related Topics

Order Header Overview