Practice field access functions available but no PracticeLocation equivalents

Submitted by Guest on Wed, 02/01/2013 - 19:09

Implementation discussion

If you are running a multi-location practice, you may want to put PracticeLocation related information into documents.

There is an existing set of Practice field access functions (eg [party:getPartyFullName(party:getPractice())], [party:getPracticeAddress()], [party:getBillingAddress(party:getPractice())] etc).

However there do not appear to be equivalents for accessing the same sort of information for the currently selected Practice Location.

[My exact problem is generating invoices with different logos and addresses for each practice location. In fact the different practice locations are essentially different arms of the business, rather than the same business operating in three different locations.]

Hence: Enhancement request: add the same field access functions for the current PracticeLocation as currently available for the Practice.

Regards, Tim

Re: Practice field access functions available but no ...

Submitted by bencharlton (not verified) on Thu, 03/01/2013 - 15:31.

Not really addressing the issue but if they are seperate business ...seperate database's should be used not the practice location features. Not sure about hongkong but client confidentiality exists between the business Trading name / partners and the client , and does not extend to other business owned by the same people unless its the same trading name.

However, I agree a being able to address practice address's via location is important.

EDIT: What if you create a new "practice" with a new "location" and assign the document to that location. so its linked to a different practice, I would think that should work. As far as header/logos go, the simply answer is 1 template per location per varying document. with the header.jpg field edited...ie header1 location1 , header2 location2, header3 location3 etc etc.

Ben

Re: Practice field access functions available but no ...

Submitted by tgething (not verified) on Sat, 05/01/2013 - 09:55.

Ben - thanks for the input.

a) separate businesses - badly put on my part. The Australian equivalent is a setup with one ABN (ie one financial entity as far as the government & ATO is concerned), but multiple trading names. Customers are common (ie Housecall clients also use the Clinic and after hours emergency service), stock is common. However, the customers expect to get invoices showing the part of the business that they used (ie the practice location they used). [And there is internal tracking of how each of the three parts of the business is doing.]

b) use practice instead of practice location to separate the parts: can't - the OPV business rules are set (correctly I think) to only allow one practice.

HOWEVER - I have the solution: Create a new template called say Invoice-XXX (for practice location XXX) of type Customer Invoice. Clone your standard invoice.jrxml and edit it to have the required practice location details in the header. Edit the practice location to add the template Invoice-XXX, log out and back in again (so that the updated organisation data is used), set the required practice location, print an invoice, and hey-presto, the invoice print box comes up asking you if you want to print Invoice-XXX.

Summary: although the practice location information is not available to the invoice jrxml (it should be in my opinion) one can work around this by using invoice templates specific to the practice location.

Regards, Tim G