Prevent updates to the records in the Chargeable Unit Events view

The Chargeable Unit Events view (on page 1) displays the extracted records for the Unit and the Unit Facility Visit (UFV) entities. After these records are extracted, any updates to the Unit or the UFV entities are also reflected in the extracted records. However, if you do not want to update the extracted records, you can override the INVBILLING010 (BILLING_UPDATE_EXTRACT_ON_ENTITY_UPDATE) (on page 1) setting to prevent N4 from updating all or some of the fields for the extracted unit or UFV records.

To override the INVBILLING010 (BILLING_UPDATE_EXTRACT_ON_ENTITY_UPDATE) setting:

  1. Use a text/XML editor to create an XML file named UnitExtractMap.xml.

If the setting is already overridden for a different scope level, you can also Export the XML file from that scope level, edit the file as needed, and import at the new scope level.

You can also copy the sample provided in the INVBILLING010 (BILLING_UPDATE_EXTRACT_ON_ENTITY_UPDATE) (on page 1) setting topic to get started.

  1. Edit the file to change the update attribute from true to false for all the fields that you do not want N4 to update once the record is extracted to the Chargeable Unit Events view (on page 1).

  2. Save the XML file, ensuring that it is named as  UnitExtractMap.xml.

  3. In the Settings view, type INVBILLING010* in the Quick Search field and press Enter.

  4. Double-click the INVBILLING010 record to open the Edit Configuration form.

  5. In the left pane, select the Scope level at which you want to override the setting.

INVBILLING010 is a Global setting, so you can override it at the Global or any lower scope level as needed for your site.

  1. Click Override.

  2. Click Import File.

  3. In the Import XML Configuration form, click Browse.

  4. In the Open dialog, navigate to the folder where you saved the UnitExtractMap.xml file.

  5. Select the file and click Open.

  6. In the Import XML Configuration form, click Upload.

  7. Click Save to save the changes to the INVBILLING010 setting.

Now, when you update a Unit or a UFV record with extracted records in the Chargeable Unit Events view (on page 1), N4 will not update the fields in the extracted records for which the update attribute is set as false in the  UnitExtractMap.xml associated with the INVBILLING010 setting.

Notes

For Unit and UFV flex fields, use the INVBILLING014 (BILLING_UPDATE_EXTRACT_FLEX_ON_ENTITY_UPDATE_FLEX) (on page 1) setting and ensure that the file name is UnitExtractFlexFieldMap.xml.