Modify the payer or the recipient client

 

Si un client a des relations de type "Receiver of service" ou "Payer partner" relations added to his file, PRIM will display the client's name when creating a grouped replacement.

 

You can change this information if necessary.

 

 

       Modify the recipient or the payer client in a grouped replacement

 

This change will only be allowed if the grouped replacement displays the status "In creation" and will affect all replacements in the group.

 

In the grouped replacement file

 

1.At the right of the field "Payer client", click on the icon (List of values) to display the selection window.

2.Select an item from the list.

3.Click on the icon (Save).

4.Repeat the operation to change the recipient client, if needed.

 

 

 

       Modify the payer client in a replacement of the group

 

This change will be allowed depending on the status of the replacement and will only affect the selected replacement.

 

In the grouped replacement file under the "Replacements" tab

 

1.Under the "List" tab, select a replacement and display the details

2.In the "Invoice" section under the "Payroll and billing" tab, click on the icon (List of values) to display the selection window for payer clients.

3.Select an item from the client's list of partners.

4.Click on the icon (Save).