---------- Forwarded message ----------

From: tony[at]openvpms[dot]org

To: users@lists.openvpms.org

Cc: 

Date: Sat, 12 May 2012 00:03:24 +0000 (UTC)

Subject: Re: [OpenVPMS Users] Implement a new Payment type

Hi Ben,



I am in the process of implementing this for a site and we are about to go

into testing. 



What I have done is add a new payment type "Other"

(act.customerAccountPaymentOther) which actually has an amount and a lookup

(lookup.customPaymentType).   The lookup allows the site to determine what

additional payment typce categories they wish to add. i.e Direct Deposit,

BPay, Centrelink etc



The current Till Blance report displays these as Payment - Other with the

description being the lookup Name.  Just need to modify report to have a

Total Other balance.



The current Deposit report displays thes eon their own page called Other. 



Now typically what practices do is process these types of payments into a

separate administratve till as they typiclally done in back office

transactions and they do not get confused with the standard "over the

counter" payment transactions and dont need to be managed by the reception

staff when clearing the till.  Often a different Deposit Account is used as

well mainly so reconciliations can be done on a different cycle then standard

deposits.  Obviously this is up to the individual practice.



I look forward to your commenst on this approach.



Cheers Tony

Hey Anthony, with regard to American Express. The first thing I did to my Till Balance report was to modify it so AMEX was summed seperately from Credit cards.  The same adjustment can easily be made to the deposit report to seperate amex out.

Of course if we the above suggestion was moved into the "Trunk" (core OpenVPMS build) you could simply use that system instead.  Although the customization means report customization will be important.

Ill attach the changed template I use that extracts AMEX and sums it seperately so you can see how I did it and update yours or just use mine.  I havent done it for our deposit summary yet, because we dont deposit daily and thus credit card and eft totals arent used on our deposit report, but you can easily use the adjustements I made to the till balance template to the deposit template to achieve what your doing above.

The key to this report is the variable

isAmericanExpress

 which i gave the expression 

new Boolean($F{item.description}.contains("American"))

Obviously if any other credit card types are used like i dont know American JCB or something odd this wont work, but for typical australian use it seems to work fine.