How do I hide a payment type?
What would be the best way for me to hide a payment type? I am getting alot of problems after our EFTPOS switched to a paywave terminal with payments being entered as the wrong payment type.
I would like to remove the credit card option and just lump them all under EFT renamed EFTPOS.
Re: How do I hide a payment type?
Matt - my answer (and Tim A may over-rule) is to do as follows:
a) edit the actRelationship.customerAccountPaymentItem.adl file (found in <OpenVPMS-Home>\update\archetypes\org\openvpms\archetype\customer. You will find that it calls out all the payment types. My advice would NOT be to delete the Credit Card one - but simply move it (lines 46-49) down (say to before Other), save the modified adl file somewhere and then use Administration|Archetypes|Import to load it.
This will leave the Credit Card as an allowed type, but not the default - which is the first one which will now be EFT.
b) to change the name of the EFT one, edit act.customerAccountPaymentEFT.adl (in the same folder) and change the displayName in line 20 from "EFT" to "EFTPOS" - and then save and import.
Note that I am hesitant about simply removing the Credit Card payment type as you will already have credit card payments in the system.
A Tomcat restart is not needed to get the changes to take effect - but you do need to log out/in.
Regards, Tim G
Re: How do I hide a payment type?
I think I can confirm that if you remove a payment type you will get some wierd errors on Statements and when reviewing client acounts. In my case I created a custom payment type. called act.CustomerPaymentDirectDebit
I only processed 1 or 2 and then updated and changed to using
act.CustomerPaymentOther and used the lookup to add Direct Debit...
I forgot all about my custom archetype...
1 mth later I was looking back over 1 particular clients files ( a long term one) and I found it refused to print statement details beyond a certain date....couldnt work out what was wrong - till I checked error logs and found I had a database payment entry pointing to the non existent archetype.
In my case the archetype no longer existed, either in the propertymap or loaded. It may well be that just removing it from the map will be fine. But you definitely need it loaded into the system.
Ben
Re: How do I hide a payment type?
I renamed the credit display name to "select payment type" and hid all of that payment types nodes so no-one can add a new credit card payment.
I renamed the EFT display name to EFTPOS.
Now I think it makes more sense and should still function normally as I only changed displayed values.
Thanks for the help.