Charge and estimate minimum quantities

Description

From http://www.openvpms.org/project/charge-and-estimate-minimum-quantities

This project will provide a practice-level option to restrict editing of charge or estimate item quantities, so that they don't fall below a set minimum.
This will reduce invoicing errors.

Charge Minimum Quantity

For Invoices, Counter Sales, and Credits, the low quantity of an item generated from an estimate or template will be stored in a new hidden Minimum Quantity field on the item.

The charge quantity will not be permitted to be set below this value. Doing so will trigger a validation error e.g.:

1 The Quantity cannot be set below the minimum quantity of 1

When a charge item has a non-zero minimum quantity set, a warning will be displayed when deleting it e.g.:

1 2 Carprofen Tablets 20mg has a minimum quantity of 3. Are you sure you want to delete it?

Estimate Minimum Quantity

The low quantity of an item generated from a template will be stored in a new hidden Minimum Quantity field on the estimate item.

The estimate item low quantity will not be permitted to be set below this value. Doing so will trigger a validation error:

1 The Low Quantity cannot be set below the minimum quantity of X

When an estimate item has a non-zero minimum quantity set, a warning will be displayed when deleting it e.g.:

1 2 Desex - Dog < 20kg has a minimum quantity of 1. Are you sure you want to delete it?

Changing Products

  • changing a Service product with a minimum quantity will not be permitted.

  • changing a Medication or Merchandise product with a minimum quantity to another product will be permitted, so long as the new product is of the same type (i.e. Medication/Merchandise). The minimum quantity will be retained. This is to support instances where the preferred product is out of stock.

Invoicing Estimates

When an estimate is invoiced, an estimate item's Low Qty becomes the minimum quantity for the corresponding invoice item.

Configuration

The minimum quantity restriction will be enabled by a new option on the Practice, Minimum Quantities.

By default, it is not selected.

Migration

There will be no migration required for this project.

Existing charges and estimates will have no minimum quantity restriction.

Environment

None

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Labels

None

Components

Fix versions

Priority

Minor