Lumary DC - This article explains how to activate the transfer of service delivered (SD) records between service agreements.
The Enable Service Deliveries Transfer setting activates a button that enables system administrators to move SD records between service agreements. This is particularly useful for NDIS service agreements where a participant's plan has been changed and there has been a delay in notifying the service provider.
Required packages and permissions
Permission: System administrator
To enable service deliveries transfer:
- Click on the App Launcher.
- Click in the Search apps and items... field.
- Type Lumary DC Settings.
- Click on the Lumary DC Settings text link.
- In the left navigation panel, scroll down to the Service Delivery section.
- Click on Service Delivery Settings.
- Put a tick in the Enable Service Deliveries Transfer checkbox.
- Click on the Save button.
Find out how to transfer service delivered (SD) records.