Matt Costa commented on OVPMS-924: ----------------------------------

This is a good point.

* Customers -> Estimations In this specific example the idea was that Printed = "given to customer" or Finalised. Ie. It could not longer be altered. Especially for Estimations I think Printed should = Finalised.

The context of Print originally discussed in the project, was in the scenario that a estimation had already been finalised but there was a need to reprint that document.

I think once an Estimation has status Finalised, the Finalise button should no longer be visible for that selection (neither should Delete but presently it denies Deletion by saying the status is POSTED).

So to summarise; Estimation with status other then Finalised can: Edit, Delete, Finalise, Copy, Invoice (No Print or Preview) Estimation with status Finalised can: Print, Copy, Invoice

This does not break the existing semantics of Finalise and Print as described by Tim.

* Customers-> Charges * Customers -> Payment * Suppliers -> Order * Suppliers -> Charges * Suppliers -> Payment

In respect to these instances I could imagine situations where previewing prior to finalising may be of used by some clinics (albeit not in ours). If we have a Finalise and Print button next to each other, say in Customers->Charges, is that going to confuse users? Should Printing = Finalising just as in Estimations?

A last point, if we add an Email button to the Print dialogs as described in the Ehanced Emailing project, will that automatically finalise? I suspect it should in keeping with remaining a true record of what a client may have receieved. In netvet (sorry Tony) Printing always = Finalised.

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Tony De Keizer commented on OVPMS-924: --------------------------------------

I think we still need an option to be able to print something out without finalising. Some people, especially when working with large estimations, or large accounts, like to have a piece of paper to check. We don't need a specific Preview button for this as this functionality is replicated in the Print Dialog. I think the Print button should always be visible. If something does not have a finalised state the print Dialog OK button should ask if they want to finalise before printing. If someone wants to print but not finalise then they should use the Preview button and print from the Preview. With the addition of the email button it should behave like the OK button. Now this falls down if the template being printed has a location printer set and the interactive flag unchecked as no dialogue is displayed. If this is the case and the document is not finalised we would still need to prompt the user to finalise. Obviously no preview option would be available then.

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Tony De Keizer commented on OVPMS-924: --------------------------------------

Only if you want to Finalise and not Print. Obviously you can finalise if you modify the document status directly when editing so that is an option. What do you think ?

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Matt Costa commented on OVPMS-924: ----------------------------------

Time estimate on this one?

Specification as currently understood: 1. The preview button is to be replaced by a print button, in all workspaces. The print button will pop up a print dialog 2. Pressing OK in the print dialog will prompt to finalise any unfinalised acts first. 3. The preview button in the print dialog won't prompt to finalise any acts 4. If an act is finalised and then printed, its 'printed' flag will be set true.

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