CSH query - templates set for practice

Submitted by Guest on Tue, 22/10/2013 - 05:52

General developer's discussion

I am going through revising some of the CSH text for template/printer setup.

I am quite happy with why one wants/needs to set templates for a practice location [to specify a specific template to be used for say invoicing, because you need a location-specific invoice template].

What I cannot explain is in what circumstances one would need to set templates at the practice level.

Note that as regards which printer to use, since one can set the practice as a location in the template itself, this provides a global default for the printer. For example here is my drug label template:

As you can see, this sets LABEL-R2 as the label printer for every location except 'EIAH Office' where LABEL-O1 is used and I have updated the CSH text at http://www.openvpms.org/documentation/csh/1.7/admin/template/edit/template to discuss this situation.

So can somebody give me an example of when one would want to set templates for the practice.

Regards, Tim G

Re: CSH query - templates set for practice

Submitted by tanderson on Wed, 23/10/2013 - 09:33.

Templates are assigned to the Practice to provide a default that can be overridden in individual Practice Locations.

-Tim A

Re: CSH query - templates set for practice

Submitted by tgething (not verified) on Wed, 23/10/2013 - 12:00.

Tim - would you agree with the following statement:

"In most circumstances you will not need to define templates at the Practice level. However, consider the following situation: you want to use different invoice templates for certain Practice Locations, but most Locations will use the same invoice template. In this case, you have two options, specify the required invoice template for each Location; or specify the most common invoice template for the Practice, and then specify the different templates for each Location when needs a different one.

That is, if all Locations are to use the same template and there is only one template of each type (ie invoice, credit note, etc), then you do not need to set templates at the Practice level. However, if you will have multiple templates of the same type, then it is easiest to specify the 'standard' one at the Practice level, and where necessary, override this at the Location level for the Locations that need to use a different template."

Regards, Tim G

[PS I now understand that the Hong Kong system is currently set incorrectly because I have not set the 'standard' ones at the practice level.]

Re: CSH query - templates set for practice

Submitted by tanderson on Thu, 24/10/2013 - 21:45.

To be on the safe side, I think its better to define a default template at the Practice level, and then customise at the Practice Location level, if required.

If there is no template defined at the Practice Location nor Practice Level, and you have multiple templates available, it will pick up the one with the lowest Id, which may not be the one you want.

It also establishes a relationship to a template, preventing its deletion.

Regards,

-Tim A