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Discount expiry dates (or lack of)

Submitted by bellvet on Wed, 24/08/2011 - 14:02
in

Hi,

We have clients that join a club that we run to get a discount, the club requires membership payments to be made annually. When we join the clients up the idea is that we enter a start and finish date for the discount. We have found that some clients do NOT have an end date entered on their file. I would like to report on these clients and add end dates, otherwise they'll be getting a discount indefinitely. Is there a report I can run to get this information.  I looked at the Customer Discount Export Report but it doesn't have start or end dates?

Sandra.

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Re: Discount expiry dates (or lack of)

Submitted by bellvet on Tue, 30/08/2011 - 10:44.

Any idea's anyone?

Sandra.

Re: Discount expiry dates (or lack of)

Submitted by tony on Fri, 02/09/2011 - 09:12.

Hi Sandra,

No report to do this currently but could provide a database query that gets the information.  You may need someone who knows how to run the query on your system though.

I assume you only want to look at specific Discount Types ?

Cheers

Tony

Re: Discount expiry dates (or lack of)

Submitted by bellvet on Fri, 09/09/2011 - 14:34.

Hi Tony,

Could we get a report written and donate it back to the community?

The discount we add to the client file is set up as a Discount Group Type, does that help?

When we add a discount group type to their file, is there a way for the expiry date to be automatically set at 12 months from that date?

Sandra.

Re: Discount expiry dates (or lack of)

Submitted by tony on Fri, 09/09/2011 - 20:57.

Hi Sandra,

I have created the necessary report and you can find it in the shared resources area here.

http://www.openvpms.org/customisation/customer-discount-report

Please try and tell me if it does or does not suit your purposes.

Cheers

Tony

Re: Discount expiry dates (or lack of)

Submitted by bellvet on Mon, 12/09/2011 - 09:46.

Hi Tony,

Hi Tony, Yes that will work - THANKYOU!  

Is there a way with this report that I could only filter clients without expiry dates?

When we add a discount group type to their file, is there a way for the expiry date to be automatically set at 12 months from that date?

Sandra.

Re: Discount expiry dates (or lack of)

Submitted by tony on Mon, 12/09/2011 - 18:40.

Hi Sandra,

Not currently on both counts :-)

Will look at updating report to allow filtering.

Cheers

Tony

Re: Discount expiry dates (or lack of)

Submitted by bellvet on Tue, 13/09/2011 - 08:37.

Thanks Tony!

Sandra.

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