Suggested Addition - New Reporting Sub menu - Estimates
Proposed changes.
- This will add a new submenu to the reporting workspace which provide a list of current and valid estimates, it will not show estimates that have expired.
- It will also lead to an update of the estimates archetype to make an expiration date compulsory on all estimates. and un-hide the id node.
- This will allow staff to reference the estimates by a code and when clients ring they(the client) can provide the estimate id to allow easy referencing by the staff.
- The workspace will also have a print button to allow printing of finalized and valid estimates. If the estimate is not marked as finalized printing would ask for finalization prior to printing.
- Consider adding a print button to the Customer - Estimate workspace as well to reprint final estimates.
Typically a practice may have a default customer which they may provide estimates to non clients.
The estimation should have an expiry date to avoid estimates from past years and pricings being left as valid.
I would like a consensus of opinion on this change from the user base.
Re: Suggested Addition - New Reporting Sub menu - Estimates
Given the lack of response to this option I am assuming there is no interest in this.
Re: Suggested Addition - New Reporting Sub menu - Estimates
I am afraid for us we don't feel this would be the best use of our money! Sorry. We just don't use the estimates enough. The only part I would be vaguely keen on is the print button idea.
Re: Suggested Addition - New Reporting Sub menu - Estimates
The question is not one of financial support - but simply if users would like this in Openvpms or whether it will complicate things.
I code additions for my practice group - whether those additions are added the base Openvpms Code is completly up to the user group of Openvpms.
I will still use them in a version of Openvpms I develop in parrellel to the main line of development.
If users are interested I will submit a patch back to Tim A for inclusion - if not the patch will be maintained in my parrellel line and we will use it internally.
Examples of additions -
Pending additions -
Its possible that even with user consensus these updates dont get applied to the core program because of external factors ...ie I get bored coding ...if that happened and the user base still wanted the change then Tim A(representing openvpms pty ltd would develop a project and ask for funding. It might even happen that the way I implement a change is not inline with development guidelines and funding is asked for anyway to correctly implement the code and include it.
Re: Suggested Addition - New Reporting Sub menu - Estimates
Hi Ben,
I think making an expiry date compulsory for all estimate (whether by manual entry or by default of say 3 months) and the Print button would be great addition to the Estimate workspace.
Kind regards,
Anthony (ActiVet)
Kind regards,
Anthony (ActiVet)