Who finalised that invoice?

Hi,

I feel this has been asked before, however I can't find the thread. So here goes.

Currently we have added to act.customerAccountChargesInvoice.1.0 description the following " openvpms:get(.,'author.entity.name') ". This displays the person who created the invoice in the description.

What I really would like here as well is the person who FINALISED the invoice. We are getting a bunch of invoices prematurely finalised and it is ***** killing me. I have reminded staff of protocol but we essentially have no way to track this problem down at the moment. Knowing who finalised the invoice (user) would be a massive help.

Is there a way to do this?

Thanks,

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Re: Who finalised that invoice?

Adrian - there is currently no way to do this.  The prototype audit facility (see http://www.openvpms.org/documentation/csh/1.9/reference/audit ) does not log the user.

RxWorks had (has?) a feature that most database records contained a date-last-modified and a user-last-modified field.  Most of the time nobody looked at this stuff but when one was trying to track down problems like yours, it was very useful.

An alternative approach (with I suspect less overhead) would be to enhance/implement the audit facility so that it provides useful data. This then raises the question of how much audit/trace is needed. I suspect that you want actions on the "major" archetypes logged (eg invoices but not invoice items) and I suspect that one could get away with logging the arch_short_name, id, user, date/time, create/modify/delete, status (for acts), active flag (for entities).

I suspect that you also need http://www.openvpms.org/project/enhance-openvpms-user-authorities implemented so that you can limit who can finalise an invoice. In fact I suspect that this project (with its emphasis on who can do what) can also provide the logical spots for logging who did what.

Bottom line: you are currently in the poo but when 1.10 comes out there might be a solution ;-)

Regards, Tim G

Re: Who finalised that invoice?

A project more aligned with what you are after is here: Create/update user information

Invoices don't change once they are finalised, so the update user and time would reflect who finalised it and when.

Re: Who finalised that invoice?

yes, that would be more the one we are looking for. perhaps for a future version then.

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