Location-specific statements
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Development Project Status: Completed
Total cost estimate (ex-Tax):
$1510
Due date for completion of this stage:
04/02/2014 Release:
1.8
Current Percentage Funded:
100.00% Project description:
NOTE: this project requires the "home practice" support provided by the Location-specific reminders project.
Statements are currently processed at the Practice level, which means that printed and emailed statements cannot have Location specific content.
To support Location specific content a Location filter will be added to Reporting|Statements that:
- filters statements based on the selected location; and
- provides a "No Location" option, to process customers that have no "home practice"; and
- supports processing all statements, to support the current behaviour
Practices can then:
- use letterhead according to the selected Practice Location
- examine the customer's home practice within statement templates
When statements are emailed, the Location will be used to select a BILLING email address to reply to. If there is none for the Location, the Practice BILLING email address will be used.
JIRA: OVPMS-1457
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