Proposed changes to standard invoices etc

I am about to embark on the job of adjusting the templates included with the system to "internationalise" them as far as possible. The work will include:

- using locale sensitive date formats [1.8.1 did this only for the reports]

- separating out the title information into a common sub-report so the practice logo and address block need to be only set once rather than in the invoice, the credit note, the ....

- supporting US style 'show ex-tax amounts in line items' - switching between ex- and inc- tax displays on the basis of a parameter setting [which will allow us to have a common template switchable to operate in either mode]. The A4 template set will have the parameter set to inc-tax mode, the Letter set to ex-tax mode.

- in ex-tax mode an asterisk in the right hand column indicates that the line item is taxable, and the totals show the ex-tax total, the tax and the inc-tax

- various fixes as follows:

  • when the customer has a company name set, show customer name under company name (currently the company name is duplicated because $F{[party:getPartyFullName(.)]} returns the company name if one is set)
  • on invoices suppressed ‘Amount Paid’ when paid in full and instead display ‘PAID IN FULL’
  • for quantities use format ###0.## so quantities like 1 and 2 do not show and 1.00 and 2.00
  • Adjust item subreport so totals only appear on last page (and not the bottom on each page)
  • On invoices (where we group by patient) show patient subtotal

 

A) Is there anything else that should be done?
B) Will the above have any bad effect on existing users? [I think not]

Note that the use of a common title subreport means less work if/when we do address http://www.openvpms.org/forum/system-documents-making-it-easier-non-tech...

 

Regards, Tim G

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Re: Proposed changes to standard invoices etc

Sounds reasonable.

It won't affect existing users unless they load the templates.

Re: Proposed changes to standard invoices etc

Excellent!

I guess you'll be providing templates in both A4 and US-Letter size as well?  It seems that A4 on letter-sized printers spits out a blank page at the end of each printed page.  At least our HP does on unmodified templates.

This is terrific.

Thanks,

Sam

 

Re: Proposed changes to standard invoices etc

Yes Sam - Tim A has this neat utility that converts an A4 jrxml to a Letter one doing the scaling and replacing text strings. I am almost finished the invoice - will send you stuff to play with shortly.  Regards, Tim G

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