Locations

 
New Feature / Enhancement
Details
 
On the Sales & Booking Summary screen, when a location with a Holder of Right has been entered in the Location field, the Location HOR field now displays with a link to the Holder of Right’s person record.
 
If there is more than one Holder of Right, a plus symbol is located next to the field name, indicating more Holder of Rights.
 
In addition, where a location selected is a ‘child’ grave in a group of locations, the Holder of Right for the parent location is now displayed.
 
 
 
New button on the ‘Home’ screen and on the ‘Find’ screen allowing users to search for locations according to the rights holder’s name.
 
This new record search function focuses on the owner / holder of right of interment records.
 
Tracking added for Location / Additional HOR records.
 
The design means that an update added to one entry in the additional HOR list, will be visible across all the Additional HOR entries.
 
This reflects the growing scope of the “additional HOR” entry for authorised interments, nominated persons, in addition to joint rights holders and previous owners.
 
 
This enhancement will allow customers to edit the location code structure.
 
For use on a single record or a range of locations.  As an example, where an area code is COE for Church of England area, the location code change tool can be used to change the area code to CHE.
 
Users will be able to make changes to segments that will be replicated to all locations selected and the associated hierarchy. That means where a change is made at an area level, all locations, positions, sub area(s) etc., will be amended.  This tool can also be used to make changes to the location ‘type’ segment.
 
This feature may assist with amending misallocations and changes to the cemetery grounds, such as lawn grave to lawn grave with beam.
 
Examples of Location Code Change Tool Features:
 
  •  Change Single Location Code
  •  Change Multiple Location Code
  •  Move Single Location Code
  •  Move Multiple Location Cods
  •  Find and Replace Location Names
 
 
This feature provides a quick reservation function for locations. The button is visible when the location sales status is set to ‘Available for Sale’.
Users will be prompted to enter a comment into the Alert field with an explanation as to why the location is being reserved.
 
Users will be presented with a ‘Cancel Reservation’ button to revert the location back to ‘Available for Sale’.
 
Now added to the location summary screen is the current price and price applicability.
 
  •  The ROI location item is set as a hyperlink to the item master record.
  •  Current ruling price for the ROI item is displayed.
     
Now displays the price applicability, at need, preneed or both.
 
 

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