Service Ratio by Client

Hi All,

Is it possible to apply a service ratio for professional fees by particular clients. ie - to apply a 15% surcharge to particular clients you could assign them a ratio of 1.15. I've seen this used in the PMS.

Many thanks

Anthony

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Re: Service Ratio by Client

Service ratios are practice location based. There isn't any direct facility to do on a per client basis.
You could charge these clients by selecting a practice location which applies a 15% surcharge on product types.

See https://www.openvpms.org/documentation/csh/2.3/concepts/pricing#serviceR... for more details.

In OpenVPMS 2.4, there will be support for department based service ratios, which are independent of practice locations. Here, you could use departments to apply the 15% surcharge.

Re: Service Ratio by Client

Hi Tim,

We have been thinking of applying a service ratio to a particular customer account type. This would involve creating a phantom practice location. What you are saying about departments, would it apply to customer account types without the need to create another customer location?

Mary

Simon Slater

Registered Linux User #463789 @ http://linuxcounter.net

Re: Service Ratio by Client

In OpenVPMS 2.4, Departments will represent areas of a practice such as Consulting, Surgery, Emergency etc. They are used  to:

When enabled, each invoice item can be associated with a separate Department.

So they aren't related to customer account types, but could certainly be used in place of a phantom practice location.

 

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