When customer invoices and estimates are printed, line items are grouped by patient.

Any product templates that may been used to construct the invoice or estimate has been lost, so it cannot be displayed in terms of the procedures the patient has received.

This project will:

1. extend invoices and estimates to include the product template used, per line-item
2. copy the product templates used when invoicing an estimate
3. allow line items associated with a template to be displayed as an aggregate total in reports, or enumerated
4. allow individual line items to be excluded from printing
5. change the invoice, counter, credit and estimate reports to:
   1. group line items by both patient and product template
   2. aggregate line items associated with product templates that indicate they should be aggregated
   3. suppress printing of line items that indicate they should be suppressed

E.g. given:

• Surgery Procedure 1 template - includes Product 1 and Product 2
• Surgery Procedure 2 template - includes Product 3 and Product 4

This is currently displayed in invoice and estimate reports as:

This could be changed to:

In the above:

• Product 2 has been suppressed from printing
• Surgery Procedure 2 is the template linked to Product 3 and Product 4. It is being displayed as an aggregate
• If a line item isn't associated with a template, the group heading will be blank, as shown for Fluffy

Archetype Changes

In order to support the above, the:

• Product Template archetype needs to include a:
  • Print Aggregate flag - if true, line items linked to a Product Template will be omitted, and the template name will be displayed with the total of all items linked to that template
  • per-include Print flag - see below
• Customer Invoice/Credit/Counter/Estimate Item archetypes need to include a Print flag. This controls the display of zero-total charge/estimate item in reports.

Charge Editor Changes

Customer Invoice, Credit and Counter and Estimate Items will display a Print checkbox to control when the item is displayed in reports.

This checkbox will only be displayed when the item total is 0.

For items:

• linked to a template, the default value will be that of the Print flag from the product include
• not linked to a template, the default value will be true (i.e. the box will be checked)

Where an item total is non-zero:

• the Print checkbox will be hidden
• the corresponding value for the Print node will be true.

Report Changes

Reports will be modified to:

• group line items by patient and product template
• aggregate line items associated with product templates that have their Print Aggregate flag set to true.

The product template name will be displayed with the aggregate total, and the individual line items suppressed.

• suppress printing of line items that are have a non-zero total, and their Print flag is false

The following report templates will be updated:

• Invoice
• Estimate
• Counter Sale
• Credit

Each of these has A4, A5 and Letter versions that need to be changed.