Discounts - Groups & Types
Greetings All :)
Just a little note with some ideas for improvements to the discount groups and types.
I will try to be as concise as possible here - but a warning in advance that this email may end up reading like a riddle. :)
Discount Group / Type Choices
Currently when you go to a DISCOUNT tab (in CUSTOMER / INFORMATION or PATIENT / INFORMATION or PRODUCTS / INFORMATION or ADMINISTRATION / TYPES / PRODUCT TYPE) you are presented with the option to link any of the discount groups or discount types. To manage discounts effectively it is the DISCOUNT GROUP which is linked to the CUSTOMER / PATIENT record and the DISCOUNT TYPE which is linked to the PRODUCT / PRODUCT TYPE. I feel that being presented with the full list of groups and types in all areas causes some confusion.
It would be great if the system could be changed so that when you go to a DISCOUNT tab in CUSTOMER / PATIENT you are only presented with the list of DISCOUNT GROUPS. And similarly when you go to the discount tab in PRODUCT / PRODUCT TYPE that you are only presented with the list of DISCOUNT TYPES. I think this would help greatly in ensuring links are set up correctly... :)
Discount Calculations
When billing, the discount is currently calculating for a customer / patient by summing all discounts linked to the product through the DISCOUNTS tab and the TYPE tab in PRODUCTS / INFORMATION.
For example - IAMS KITTEN 3kg is part of the PRODUCT TYPE "Food". This product type attracts a Staff Discount of 5%. Additionally the STAFF FOOD DISCOUNT TYPE is linked to this product on the discounts tab. When this item is sold to a customer eligible for the staff discount it will sum the 5% from the discount tab and the 5% from the product type and give a 10% discount on this sale.
It would be great if the system could pop up a warning if you are linking a discount type which is already linked to the product through product type. And additionally recognise when the same discount type has been linked through discounts and product type and not sum the two percentages.
Also, if a DISCOUNT GROUP (rather than a DISCOUNT TYPE) is linked to a product, the discount calculated is the sum of all discount type percentages.
For example - PENSIONER DISCOUNT GROUP contains CONSULTATION DISCOUNT TYPE (20%) and VACCINATION DISCOUNT TYPE (10%). We then link PENSIONER DISCOUNT GROUP (instead of CONSULTATION DISCOUNT TYPE) to a consultation charge. When we bill the consultation charge it will sum the two discount types within the pensioner discount group and give a 30% discount on this sale.
If it was possible to restrict the list of discount options in PRODUCTS / INFORMATION / DISCOUNT TAB to discount types only (as above) it would prevent this from happening. :)
Is it possible to have these requests added to the JIRA?
Cheers :)
Gerrie
Gerrie Cooney BSc
Business Development Consultant
Essentia Consulting
M 0408 811 883
F (08) 6311 7431
E gerrie@essentia-consulting.com
Re: Discounts - Groups & Types
Hi Gerrie,
Thanks for the concise analysis of the issues you have found in the discounting setup.
I agree that both the product Type and Product discount tabs should restrict the selection to Discount Types and not allow selection of Discount Groups. Fortunately this is a easy change as it can be changed in the archetypes (yes them again ... ) and requires no programming. I will JIRA the change and include in the 1.3 final release.
The issue regarding doubling up of discounts is actually a bug. The system was designed so that it would merge the discount types it finds in the product type and product discounts so even if there were duplications the specific discount type should only be applied once. This bug would actually circumvent the need for the archetype changes above but I agree it stops any confusion. I I will JIRA to have this fixed for the 1.3 final release.
Cheers
Tony
Re: Discounts - Groups & Types
Hi Guys,
I have JIRA’d the issues here https://openvpms.atlassian.net/browse/OVPMS-857
Cheers
Tony
Post formatting
Hey everyone,
For those of you not viewing this post on the website, this will be difficult to follow, but the posts which are replies to emails are somewhat difficult to read as they lose some key formatting characters it seems... like carriage returns?
Matt C
Discount testing
Hi Guys,
We have been trying to replicate the issue that Gerrie raised reagrding discount calculations but have not been able to get the duplicating discount happening. We have added combinations of discount groups and discount types to both the product and the product type we are testing and the calculations still only take into account one discount type instance rather than multiple.
We must be missing some other influence in the error in our tests but cannot think of it. Can anyone who can replicate this issue provide us with some more details so we can find and fix ?
Cheers
Tony
Re: Discount testing
M 0408 811 883
F (08) 6311 7431
E gerrie@essentia-consulting.com
Re: Discount testing
I have: . created discount types with 5%, 8%, and 10% discounts . created a discount group which contains the 5% and 10% discount type i.e it is a 15% discount. . added this discount group to the medication and merchandise product types . created a medication product with $10.00 unit price and added the 15% discount group and medication product type to it . created a merchandise product with $10.00 unit price and added the 15% discount group and merchandise product type to it . created a customer and added the 15% discount group . created a patient and added the 15% discount group
Creating an invoice for this customer and patient and either of the products yields a $1.50 discount as expected.
If I remove the discount group from both the customer and patient, they don't get any discount. If I add the 5% discount to the customer they get a 5% total discount. Likewise if I add it to the patient, and both customer and patient. If I add the 5% discount to the customer and the 10% discount to the patient, they get a 15% discount. If I remove the 5% discount and 10% discount from both customer and patient they don't get any discount. If I add an 8% discount to both customer and patient, they don't get any discount as it is not present in the product discount group. _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/mailman/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Doubling up on discounts
Sandra @ Bellarine
I don't know if it helps to track the cause of this down but I have some products that are using duplicate discounts. The two discounts are listed under the Product Type it's adding them together and giving both discounts when charged out.
I'm happy to demonstrate this on our system to Tim or Tony.
Sandra.
Re: Doubling up on discounts
We had been unable to reproduce this from the information given previously so the JIRA bug entry had been closed.
So you are saying that the Product Type has two identical discount types attached to it ?
Maybe best to send me the product and product type name off list and I will have a look at the setup and attempt to reproduce locally.
Cheers Tony
On 20/04/09 2:39 PM, "Sandra" :
> Sandra @ Bellarine I don't know if it helps to track the cause of this down > but I have some products that are using duplicate discounts. The two > discounts are listed under the Product Type it's adding them together and > giving both discounts when charged out. I'm happy to demonstrate this on our > system to Tim or > Tony.Sandra. _______________________________________________
OpenVPMS User > Mailing Listusers@lists.openvpms.org
To unsubscribe or change your > subscription visit:http://lists.openvpms.org/listinfo/users
Posts from this > mailing list can be viewed online and replied to in the OpenVPMS User's forum- > http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu