Invoice item list order
Hi,
Wondering if anyone else out there wants invoice items to be arranged in some kind of program-defined or user-defined order? Currently they appear in what I think is a random order (forgive me if there is actually some order in these but I can not make it out).
Would be good to have them appear in catagories (Consultation figues first, Anaesthetics next, Surgery & disposables next, Hospitalisation last???) or the like. Or at least the order that you invoice them so that you have some control on how the account appears to the client. It is currently very higgledy piggledy (is that how you spell it) & hard on review to see if you have invoiced every item that you should have.
Glen
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Re: Invoice item list order
Check out the discussion here http://www.openvpms.org/forum/item-order-printed-invoices for the discussion between Geoff and Tim.
Matt C
On Thu, 9 Sep 2010 01:54:22 +0000 (UTC),
info@greenvaleanimalhospital.com.au wrote: > Hi, > Wondering if anyone else out there wants invoice items to be arranged > in some kind of program-defined or user-defined order? Currently they > appear in what I think is a random order (forgive me if there is > actually some order in these but I can not make it out). Would be good > to have them appear in catagories (Consultation figues first, > Anaesthetics next, Surgery & disposables next, Hospitalisation > last???) or the like. Or at least the order that you invoice them so > that you have some control on how the account appears to the client. > It is currently very higgledy piggledy (is that how you spell it) & > hard on review to see if you have invoiced every item that you should > have. > Glen > _______________________________________________ > 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_______________________________________________ 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
Re: Invoice item list order
-- Greenvale Animal Hospital
Re: New or updated comment for General User's Discussion Forum t
Hi Glen and Matt,
Now that Glen mentions it I see it as a problem with the program. Our patients often stay for a few days and it would be really handy for the hospitalisation at least to be grouped and then listed in chronological order of addition. I think it it an area that should receive more discussion.
Sam
Re: New or updated comment for General User's Discussion Forum
Way to revive an old post Glen!
matt C
On Thu, 9 Sep 2010 09:00:02 +0000 (UTC),
sam.snelling@advancedvetcare.com.au wrote: > Hi Glen and Matt, Now that Glen mentions it I see it as a problem > with the program. Our patients often stay for a few days and it would > be really handy for the hospitalisation at least to be grouped and > then listed in chronological order of addition. I think it it an area > that should receive more discussion. Sam > _______________________________________________ > 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_______________________________________________ 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
Re: Invoice item list order
Hey Glen,
Nothing is impossible.
Tim/Tony, any way to get Product Classifications into the Product properties for a customer form?
Matt C
On Thu, 9 Sep 2010 17:58:10 +1000, Glen Hastie <ghastie@greenvaleanimalhospital.com.au> wrote:
Re: Invoice item list order
-- Greenvale Animal Hospital
Re: Invoice item list order
Hi Glen et al,
Yep I was hoping there was an easy fix for this a few months back, unfortunately not so simple. I believe
its quite important that invoices have more order to them. Apart from vax reminders this is the only part of the program
that clients actually see. It needs to look professional and being their bill if its easily decipherable they are less likely to grumble about it.
I often get it in the ear about this and often Chris will write out an invoice, as of old, so its more presentable to the client.
As I mentioned in previous posts if its possible to order according to catergories it would be better if we didnt have to go through
all products and services and assign a new classification to each. This is currently a laborious task but perhaps with changes to editing
of the database that are pending maybe it will become easier.
I too find it hard to understand why people arent clammering for this to be improved - perhaps only the receptionists see the invoice
in its printed form ( note that the order of items you see when you create the invoice isnt always the order items get printed.).
Heres hoping
Cheers Geoff
Re: Invoice item list order
Hi Matt,
Firstly just some clarification. invoices use jasper reports templates so are not Customer Forms which are either Open Office or Word documents. Hence they behave differently.
Use of the template mechanism supports a broad range of invoice formats . Currently as the previous discussions highlight the order of items in invoices is dictated by the sub report sorting setup which by default is by patient name and then invoice item start time. The later is a date /time stamp so the order within a patient would be the order the items where added unless you modify the date on the item. Typically this only happens in large animal invoices so I believe the invoice item order should reflect the data entry order for the majority of small animal invoicing.
Now currently we cannot get the product type and other information to allow further groupings. This is definitely possible but Tim would need to comment on what is involved.
Cheers
Tony
Re: New or updated comment for General User's Discussion Forum t
Invoice item list order
Hi Everyone,
This morning I did some testing and asked Tim for some advice and I think we have found an issue that may be making the items appear out of order for some users. We also have a solution that would allow you to group items by Product Type (sorry not classification). The great thing about this solution is it requires no development just changes to your existing templates and also some archetypes.
Firtsly the issue. On some invoiceitems templates (the subreport that details the items in an invoice) a sorting has been defined which overrides the sorting setup in the invoice template. This sorts by patient name only so the items for a patient will be some random order. For those game users or implementers to fix :
The solution to allow you also sort by Product Type can be summaries as follows:
I would be happy to test this concept on a site to make sure if works as expected. Anyone happy to be a guinea pig ?
Cheers
Tony
Re: Invoice item list order
Hi Tony,
I implemented the first part above to improve the ordering of items on printed invoices .
Im trying to suss the second part 'Edit Product Type archetype to allow you to specify a sort order'
I assume Im modifying product.entity.type.
Simple or involved??
I can see how the use of prefixes and sorting via names would help but as you say its a bit of a
a awkward way of going about it and sorting by type may well provide a better answer.
Best Wishes
Geoff
Re: Invoice item list order
Hi Geoff,
I have attached an updated entity.productType archetype file which adds a new node called sortOrder. Once you import this in Administration->Archetypes (Import button) you will have a new field in the product Type with a prompt of Invoice Sort Order. Update your product types to set the appropriate sort order (lowest number will appear first) and edit template to add the sort clause as defined above and test.
Tell me how it goes.
Cheers
Tony
Re: Invoice item list order
Hi Tony,
Thanks for that. Unfortunately its totally dished my product types on my test system - probably my setup. I will setup from scratch and retry but suggest no one tries on their clinic system till perfected. If upload error repeats will submit for your perusal.
Cheers Geoff
Re: Invoice item list order
Hi Geoff,
I did test here and worked as expected. Suspect maybe file modified or corrupted but import would generally fail. You should be able to import the original archetype from the updates/archetype folder in your release.
Cheers
Tony
Re: Invoice item list order
Hi Tony,
Up and running again. Still wouldnt load for me but added 'sort order' to my original archetype from values in your file and works fine (go figure?) and I can now assign an order number to each type. Can see I will need to create lots more types.
Need to reinstitute the other changes again before I can test the resulting invoice. Will report back how it goes.
Cheers Geoff
Re: Invoice item list order
Hi All,
Much Thanks Tony.
Tested out and now implemented on actual system. The archetype imported without problem on the clinic system.
I have expanded the Product types to 30 (subdividing services up into a lot of new types) and spent an hour or so reassigning the types. Assigned a sort order to each type in the order I want things to appear in an invoice.
The invoices now feature (simple example) consult at top , anaesthetics below, surgery below that - (depending on the items). All related items are grouping automatically (eg: prean,induction, inhal anaes. follow each other).
Much tidier invoice that the vet and client can follow (and easier to check in the preview they havent missed anything out).
If others adopt this way of sorting, it would be useful, if Sort Number appeared in select type screen so you could check things were numbered as you want them or perhaps a report giving product type and its corresponding sort number.
Cheers Geoff
Re: Invoice item list order
Hi Geoff,
Well done. Glad to hear all worked well.
In regards viewing sort order I think this will be covered by the new Workspaces in 1.5 that allow you to view lists of Types (and other things) and their details and use Next, prior buttons to preview details.
Cheers
Tony
Invoice item list order
I also find this annoying, but have learned to live with it as was told it was not easy to change. Thanks for getting the ball rolling again
Amanda Hulands-Nave Bellarine Veterinary Practice
Invoice item list order
Hi TOny et al,
*I am probably one of those that have often thought how untidy this aspect was but accepted it and have learned to live with it. The current system does make long stayers very difficult to keep on top of. (Memories of AEC days and highlighting items charged for on cage side charts etc-the system we currently still use here)
If you want to use us as g.pig Tony to try out changes wuld be happy to oblige.
Regards
Matt R
Invoice item list order
Hi all,
It may have already been mentioned, but I am currently updating all our products to have product type and wonder what happens if a product does not have a product type.. will it still apear on the invoice?
Greta
Invoice item list order
Hi Greta,
Would definitely still list them :-)
Cheers
Tony