Invoice credit items

Description

From https://openvpms.org/project/invoice-credit-items

When crediting a customer, the only approach supported at present is to use a separate Customer Credit transaction.

This is cumbersome, as it means stopping the current workflow, performing a Credit, then resuming the workflow.

This project will:

  • enable Credit Items to be added to Invoices

  • change Pharmacy Returns to use Credit Items in invoices where possible
    This will streamline pharmacy return processing. Currently, these either:

    • adjust the quantity on the existing invoice; or if the invoice is finalised

    • create a new Customer Credit

In the former case, if the return takes the quantity to zero, any fixed price must manually be removed.
In the latter case, this must be done from the Customer Orders workspace. This is inconvenient, as it means breaking out of the workflow.

  • remove the need to use negative prices to support discounting

Credit Items in Invoices

Invoices will be extended to support the addition of Credit Items:

  • these will be displayed in the same table as the Invoice Items

  • to distinguish Invoice and Credit Items, Credit Items will be displayed with a negative total in the Total column

  • the Invoice will be invalid if its total is negative

Invoice Reversals

In order to support reversals, Customer Credits must be extended to support Invoice Items:

  • these will be displayed in the same table as the Credit Items

  • to distinguish Credit and Invoice Items, Invoice Items will be displayed with a negative total in the Total column

  • the Credit will be invalid if its total is negative

Pharmacy Returns

These will be changed so that:

  • invoicing a return within the Invoice and Visit Editors adds a corresponding Credit Item to the Invoice rather than adjusting the invoiced quantity.

  • invoicing a return from Customer Orders adds a Credit Item to the customer's current invoice, if they have one, or creates a new Credit, if not.

Report Changes

The following report templates need to be updated:

  • Invoice - this needs to show report credit items as negative

  • Credit - this needs to show invoice items as negative

Exclusions

Counter sales will not be extended to include credit items.

Environment

None

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Labels

None

Components

Fix versions

Priority

Major
Configure