How do I add a new payment TYPE

Hi,

Can anyone tell me how to add a new payment type, eg: direct deposit?

Sandra.

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Re: How do I add a new payment TYPE

 

 

Sandra,

Short Answer: Probably need the programmers/implementors to do this

Long Answer:

I think that adding a new payment type requires adding a new archetype.  Then somehow linking that archetype into the options for customer payment.  Thats the part that I am unsure about.

The new archetype is a no brainer but I think we need one of the higher powers to comment regarding  integrating a new archetype.

Tim has previously commented the these act.customerAccountPayment archetypes are somehow referenced by the archetype 

actRelationship.customerAccountPaymentItem

thus creating the payment relationship.  

So we need to create a new archetype and modify the archetype above. The new archetype for Direct Deposit is quite customizable but I created a simple one with just the amount paid and a reference.

After adding that archetype the actRelationship.customerAccountPaymentItem

has to be changed.

I added the new archetype node and uploaded my updated archetype.  

***PLEASE BEFORE YOU IMPLEMENT THIS CHANGE TEST IT ON A DEMO** I would also prefer an implementor and someone more familiar to comment prior to anyone putting this live.

Clear as Mud.

Ben

AttachmentSize
act.customerAccountPaymentDirect.adl 1.86 KB
actRelationship.customerAccountPaymentItem.adl 2.91 KB

Re: How do I add a new payment TYPE

eddited my response to show how i think its done...need confirmation

Re: How do I add a new payment TYPE

Wow - Thanks Ben!

I think I need to leave it to the experts and I'm certainly not one of those. Thanks for your advice!

Sandra.

Re: How do I add a new payment TYPE

Hi Ben,

Great to have you onboard and active.  :-)

I haven't had a chance to check the archetypes you attached but the idea is correct.  The only thing to add is the till balance, bank deposit and probably a number of other customer payment reports will need to be modified to take into account the new payment type.

Also may be best if the specifics of the changes get discussed and tested in the implementers and developers forums as the technical details it may scare some users  :)

Well done 

Cheers Tony

Re: How do I add a new payment TYPE

Thanks Tony.

While I wait for us to sign off on implementation (hoping I will speak to you soon) I am really enjoying working through the underlying structure of OpenVPMS and understanding how it was created and how the design allows for rapid "on the fly" changes.  I have only managed to collapse my Demo twice so far.  I moved this topic to implemention and finished off by adding the report changes.

http://www.openvpms.org/forum/implementing-new-payment-type

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