Charge Reporting

Description

From https://openvpms.org/project/charge-reporting

This project will integrate functionality provided by a number of reports into OpenVPMS:

  • search by invoice number

  • search by amount

These will be provided in a new Search workspace.

Search Criteria

Charges may be searched by:

  • Identifier (i.e. invoice number, credit number etc)

  • Type (Invoice, Counter Sale, Credit)

  • Customer Name

  • Status

  • date range

  • total amount
    For performance reasons, a 6-month date range will be required when searching on amounts

  • Practice Location

Printing

A Report button will be provided to print a summary of matches.
This will be similar to the existing Work In Progress report.

User Interface

The Search workspace will be provided as a tab under Reporting - Charges.

The existing Work In Progress workspace will be also be moved to a tab under Reporting - Charges

Environment

None

Assignee

Tim Anderson

Reporter

Tim Anderson

Labels

None

Components

Fix versions

Priority

Minor
Configure