This article explains how to unlink a service delivered (SD) record from an NDIS or financial extract. This will allow users to transfer previously extracted services to a service agreement with different funding management.
Transferring SD records to a service agreement with different funding management requires at least Lumary 20.
The Transfer SD feature enables users to move SD records between service agreements. However, you'll need to unlink the SD from its extract item (EXI) if:
- the service has been extracted, and
- the destination funding management is different.
We've applied this restriction to ensure that providers take a moment to apply any necessary credits and adjustments to:
- the NDIS myplace portal, and/or
- their financial package.
Before you begin...
To transfer extracted SD records, you'll need your system administrator to apply a setting to allow the transfer of extracted records. It's important to note that applying this setting will mean that users can make changes to any SD record that's been included in an extract. They will need to take care to avoid making changes that affect the accuracy of historical data and reports.
When you unlink an SD record, it still appears on the original extract (EXT) record. You should make sure you've completed any processing you need to do with this extract before unlinking SD records, for example, generating files to send to the NDIS or your financial package.
Once you've made any necessary credits and adjustments, you'll need to:
If you're changing the funding management due to an error you received from the NDIS, you can also unlink extract items using the Unlink Errors button.
There are several ways to get to the SD record. If you still have the Transfer window open, you can get there by clicking on the name of the SD. Otherwise:
- Navigate to your client's service agreement.
- Click on the Related Lists tab.
- Click on the Service Delivered ID text link of the relevant service. You may need to click on View All to find the service.
Unlink the extract item (EXI)
To unlink the EXI:
- Click on the Edit button.
- Scroll down to the Extracts section.
- Look for an EXI record in either the Current NDIS Extract Item field or the Financial Extract field.
- Click on the cross at the end of the EXI record to remove it from the field.
- The field will show the Search Extract Items... text once the EXI is removed.
- Click on the Save button.
Once you've unlinked the EXI, you'll be able to transfer the SD record to a new agreement. You'll then be able to include it on a new NDIS or financial extract.