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Retail Payer Record

An insurer's (payer's) part of one sale: who pays it, the claim, the shares line by line and the payer journal. One per payer sale, payer return and back-office payer invoice, linked from that sale; written only by the payer door, read by a System Manager.

Area: Sales and returns · Why it is here: contract payer · Fields: 25

iVendNext's own description: A sale's payer details (PB-8): who pays part of it, the claim, the shares line by line and the payer journal. One per payer sale, payer return and Desk payer invoice, linked from that sale; written only by the payer door, never by hand.

Read and write it

Every call runs as your app's own user, with its key in one header, at the retailer's own address. The user reads and writes only what its role allows: your app's user, and the rights the retailer gives it.

Read a list (only name unless you ask for fields):

curl -s "https://⟨site⟩/api/resource/Retail%20Payer%20Record?fields=%5B%22*%22%5D&limit_page_length=20" \
  -H "Authorization: token ⟨api key⟩:⟨api secret⟩"

Read one, with its tables:

curl -s "https://⟨site⟩/api/resource/Retail%20Payer%20Record/⟨name⟩" -H "Authorization: token ⟨api key⟩:⟨api secret⟩"

Create one, if your app's role may:

curl -s -X POST "https://⟨site⟩/api/resource/Retail%20Payer%20Record" -H "Authorization: token ⟨api key⟩:⟨api secret⟩" \
  -H "Content-Type: application/json" -d '{"⟨field⟩": …}'

Change one with PUT /api/resource/Retail%20Payer%20Record/⟨name⟩ and the fields you change; a table sent there replaces its rows, so send its existing rows too. All the record calls and their answers: the API reference.

Fields

Read from the product at POS 2.1.0.667 (till app 60147699c): its own fields, the fields iVendNext adds to it, and iVendNext's changes to any of them. Read-only fields are set by iVendNext; a hidden one is not on the form but can be read. Every record also has name (its id, in the address), owner, creation, modified, modified_by and docstatus (0 a draft, 1 submitted, 2 cancelled), all read-only.

Field Field name Type Required Read-only Hidden Links to
Sale Record Type sale_doctype Link yes DocType
Sale sale Data yes
Company company Link yes Company
Payer Journal journal Link yes Journal Entry
Payer Service subscription Data yes yes
Payer Clearing Account clearing_account Link yes Account
Bill-Back Role bill_back_role Small Text yes yes
Payer payer_customer Link yes Customer
Payer Name payer_title Small Text yes yes
Payer Code payer_code Small Text yes yes
Plan plan Small Text yes yes
Member Reference member Small Text yes yes
Member member_label Small Text yes yes
Claim Reference claim_ref Data yes yes
Billed to Payer payer_share Currency yes
Paid by Customer patient_share Currency yes
Returned Whole Only no_partial_refund Check yes
Payer Share Given Back back Currency yes
Of It, Billed Back Earlier back_billed Currency yes
Prescription Reference prescription Small Text yes yes
Prescriber prescriber Small Text yes yes
Prescriber Licence prescriber_licence Small Text yes yes
Lines lines Table yes Retail Payer Record Line
Payer Answer answer Long Text yes yes
Payer Answer (Sealed) ticket Long Text yes yes

Table: Retail Payer Record Line

The rows of lines. Each row also has idx (its place), parent, parentfield and parenttype.

Field Field name Type Required Read-only Hidden Links to
Sale line line Int yes
Billed to Payer payer_share Currency yes
Paid by Customer patient_share Currency yes
Payer Covered Qty covered_qty Float yes
Payer GTIN gtin Data yes yes
Payer Share Given Back back Currency yes

All record types · What you can use

This record type in the kit