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Attaching discount type

Submitted by mckelvey on Fri, 19/06/2020 - 05:05
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We have a few clients (mainly rescue organizations) that are eligible for a discount.  We have them set up in the discount type listing.  We have just added a new rescue and we cannot get it to activate or apply the discount when invoicing.  We have checked and double checked and we can't find what we've missed that would activate the discount. Thanks for your advice.All of the others in the discount type list work fine.  It's just the new one that is a problem.

‹ List position in Reporting->Reminders Delete customer transactions ›

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Re: Attaching discount type

Submitted by tanderson on Fri, 19/06/2020 - 09:46.

Take a look at https://openvpms.org/documentation/csh/2.1/concepts/discounts

For a discount to be applied, it must be:

  • on both:
    • the customer or patient
    • the product or its associated product type
  • active
  • have a From Date starting before the product was charged
  • have a To Date ending after the product was charged
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