Pre-Need Items

 
This tab contains any pre-need items that are linked to the person record.
 
All pre-need items which display may detail the following:
 
  •  A hyperlink to the pre-need record under the Person header
  •  A hyperlink to the location linked to the item
  •  The item code
  •  The item description
  •  The Amount of the item, tax exclusive
  •  The invoice / source document number
  •  If the item has been redeemed & the redeem document
  •  Whether the invoice has been fully paid
  •  Whether the item was manually made redeemable
  •  A redeem link*
     
 
 
*Please note pressing Redeem from this tab will result in the below message. In order to redeem pre-need items, this action must be taken from within a Sales & Booking.
 

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