VitalChek Product Suite v2.0
Close Orders
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Closeout > Perform End-of-Day > Close Orders

Glossary Item Box

Close Orders

Contains table of Orders to include in the close, selection button to include or exclude orders, and buttons to continue the close process.

Users must have a role of Manager to be able to view and access Closeout functions

Note - The Closeout process submits each agencies closeout to a queue. The length of time to complete a closeout may vary depending on the number of closeouts in the queue.

 

 

Note - Agencies that close with a check will also see the Check Number line.

The Check Number is the number listed on the pre printed VitalChek check paper

Process Close Button to continue processing the close
Show Orders in Grid Button to display orders available to include the close
Orders to Close table Table that displays all orders available for the close. Orders that are in this table will be included in the close process
Orders to Exclude table Table the displays all available orders that will be excluded from the close process

Exclude

Button that moves selected orders from the Orders to Close table to the Orders to Exclude table to be excluded from the close process

Exclude All

Button that moves all available orders from the Orders to Close table to the Orders to Exclude table to be excluded from the close process

Include

 

Button that moves orders from the Orders to Exclude table to the Orders to Close table to be included in the close

Include All

Button that moves all orders from the Orders to Exclude table to the Orders to Close table to be included in the close

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