IDM

Create IDM Bill Only Template for Purchase Order Output

Customers requested an IDM Sample Template for Purchase Order Bill Only.

Program/business class/process affected:

• Purchase Order
• IDM

Use these steps to test the enhancement:

1. Assign the new PurchaseOrderBillOnlySampleIDMTemplate to a Purchasing company with IDM toggle enabled.
2. In Purchasing Company, on the Procedure Info Output Tab, enable all Print toggles.
3. Create a PO using the Purchasing company with issue method of paper.
4. Use Buyer with Allow Display of Procedure Information flag enabled.
5. On the Procedure Defaults tab, complete all the fields.
6. Create a line. This line should have complete data on the Procedure Information tab.
7. Create another line. Remove data from some fields in Procedure Information.
8. Create another line. Remove all data from Procedure Information.
9. Issue Draft on PO.
10. Generate the document and verify that it contains 1 line with full Patient Procedure Info, 1 line with incomplete info, and the last line will have the Procedure Information hidden.
11. In Purchasing Company, on the Procedure Info Output tab, disable some Print toggles and enable some mask toggles.
12. Run issue Draft on the same PO.
13. Generate a document with Patient Procedure Info. Verify that details are not printed for the disabled Print toggles and that fields are masked when the fields with mask toggles are enabled.
14. Assign the updated Template PurchaseOrderSampleIDMTemplate to the Purchasing company.
15. Run issue Draft on the same PO. Verify that all data is identical except for Procedure Information should be blank.
16. Add vendor, bill to, and ship to addresses with only one street address. Add incomplete Buyer and Vendor contact details. No Phone number.
17. Run issue Draft on the PO.
18. Addresses and Contact details content is adjusted and there are no blank lines.
19. Same with PurchaseOrderBillOnlySampleIDMTemplate.

JT-1513640

Update IDM Pre-Delivered Files for Letter of Retention

Need to Update some of the XML Fields used for Sales Tax in IDM Letter of Retention.

Program/business class/process affected:

• Letter of Retention
• Payables
• IDM

Use these steps to test the enhancement:

1. Create Record for Payables Letter of Retention.
2. Generate IDM Letter of Retention Document.
3. Sales Tax Output Document should show Vendor Tax ID for CUIT and NIF-CIF values

JT-1531472