Configuring product templates
Hello,
I have set up product price templates for a number of surgical procedures. In editing you can order the included items, however this doesn't correspond to the order in which they appear on the invoice.
My goal is to have the service fee listed first eg. medium dog spey $330, then all the inclusions below without the charges displayed.
My problem is I can't get the service fee listed first on the final printable version of the invoice. I have tried all ordering combinations in editing the template and also ordering the items at invoicing to list according to charges (by clicking on the "total" box across the top), but still no luck...
Can anyone offer any guidance please?
Kind regards,
Karen
Re: Configuring product templates
The default order of items in an invoice is the time they are created. Items generated from a template all have the same timestamp, so it can't be used to guarantee that they appear in the same order as they do in the template.
In any case, it is the JasperReport templates determine how they appear in the printed invoice. If you are running OpenVPMS 1.9, then items can be sorted by:
1. patient name, template name and item timetamp; or
2. patient name, item date, and product type Invoice Sort Order
The latter is enabled by ticking the Use Product Types box of the Letterhead & Document Control
Re: Configuring product templates
Hello,
Thank you for your reply. Apologies for my delay in following up on this. So I have followed the steps to activate "use product types" after having numbered my product type, however the items are still appearing in a random order on the printed invoice. Therefore does this function not work when billing templates or am I still missing something please?
Kind regards,
Karen
Karen Lynch
Head Nurse
Yarrambat Veterinary Hospital
541 Yan Yean Rd
Yarrambat 3091
Ph: 0394361699
Re: Configuring product templates
You may not have the right invoice template loaded, or you may be using a custom template that doesn't support sorting by product type.
If you are using a custom template, there is a little configuration work in using the default ones. Make sure you have a copy of the custom ones before making any changes.
This is what it the default Invoice templates look like in 2.0. The same templates exist in 1.9.
(Ignore the Insurance Claim and Supplier reports).
All of the templates are located in your OpenVPMS installation, under the reports/Customer/Invoice/A4 directory.
The Invoice Items-PT template is the one used to sort items by product type.
This is used when Use Product Types is enabled. Make sure that the Letterhead & Document Control configuration is linked to your Practice Location, and you have logged out after updating the Location, or it won't be used.
Re: Configuring product templates
That sounds highly likely. I have a feeling we have a custom template running so I will investigate...
Much appreciated,
Karen
Karen Lynch
Head Nurse
Yarrambat Veterinary Hospital
541 Yan Yean Rd
Yarrambat 3091
Ph: 0394361699