Enable service deliveries transfer

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:

1. Click on the App Launcher.
2. Click in the Search apps and items... field.
3. Type Lumary DC Settings.
4. Click on the Lumary DC Settings text link.
5. In the left navigation panel, scroll down to the Service Delivery section.
6. Click on Service Delivery Settings.
7. Put a tick in the Enable Service Deliveries Transfer checkbox.
8. Click on the Save button.

Find out how to transfer service delivered (SD) records.