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Client ID Merge Field

Submitted by bellvet on Fri, 16/03/2012 - 09:08
in

Hi,

We want to put the client ID on the bottom of account statements, so that clients can use their client ID as a reference when paying via electronic funds transfer. Is there a merge field for the client ID number and can someone remind me how I get it on the statements?

Sandra.

‹ Estimate template error Our invoice template keeps disappearin g - left with document 1.pdf ›

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Re: Client ID Merge Field

Submitted by tanderson on Fri, 16/03/2012 - 12:10.

You'll need to get the existing template and save it to a file.

To do this go to Administration -> Templates and:

  1. View the Statement template
  2. Click on the Content (probably "statement a4.jrxml" or "statement a5.jrxml")
  3. Save the file
  4. Open the file in iReport

In iReport, the customer (or client) identifier can be displayed by:

  1. Right clicking on Fields
  2. Select Add Field
  3. Enter: customer.entity.id for Field Name
  4. Select: java.lang.Long for Field Class
  5. Add a Text Field to the report
  6. Enter $F{customer.entity.id} in the Text Field to display the customer identifier
  7. Click File -> Save

Upload the template to OpenVPMS:

  1. In Administration -> Templates, Edit the statement template
  2. Click Content, and enter the path to the statement template
  3. Click Send
  4. Click OK

-Tim

Re: Client ID Merge Field

Submitted by bellvet on Fri, 16/03/2012 - 14:47.

Thanks Tim!

Sandra.

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