1.7 Alpha - CSH Query - Lookup/Customer Account Type

I need help with the Customer Account Type fields - you will see that http://www.openvpms.org/documentation/csh/1.7/admin/lookup/customerAccou... is full of ???

What is written there is my best guess as to the function/meaning of the fields - I would very much appreciate it if someone with more knowledge could fill in the gaps.

Regards, Tim G

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Re: 1.7 Alpha - CSH Query - Lookup/Customer Account Type

  • Credit Limit - not used
  • Payment Terms and Payment Terms Units - used to calculate overdue balances. See below
  • Account Fee Type - see below
  • Fee Amount - see below
  • Minimum Fee - see below
  • Minimum Balance - see below
  • Overdue Days - see below
  • Fee Message - not used, but could be. See https://openvpms.atlassian.net/browse/OVPMS-1310
  • General Message - not used
  • Overdue Message - not used
  • Show Alert - not used

The Payment Terms and Payment Units are used to determine overdue balances.

To determine the current overdue balance:

  1. the payment terms (e.g 30 days) are subtracted from the current date
  2. any unpaid amounts dated prior to this new date are summed to get the overdue balance

The account fee is determined during statement generation.

A non-zero account fee will be returned if:

  • the customer has an account type;
  • there is a non-zero overdue balance for the account fee date (derived from the statement date - Overdue Days);
  • the overdue balance is >=Minimum Balance; and
  • the account fee is greater than Minimum Fee

The account fee is calculated as:

  • overdue balance * Fee Amount if the Account Fee Type is PERCENTAGE; or
  • Fee Amount if the Account Fee Type is FIXED

Re: 1.7 Alpha - CSH Query - Lookup/Customer Account Type

Tim - thanks for this. Have updated http://www.openvpms.org/documentation/csh/1.7/admin/lookup/customerAccou... and will update again if you add more.

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