Allow audited editing of payment types on finalised payments.

Description

From https://openvpms.org/project/allow-switching-payment-type-finalised-invoices

There is currently no way to change a payment type once a payment has been finalised apart from reversing the payment and creating another payment. This is problematic in OTC sales.

This project will provide an option to allow audited editing of payment types, but not amounts on finalised payments, as follows:

  • Finalised Payments can only be changed if the associated Till Balance has Uncleared status. i.e this won't be an available function after the till has been cleared

  • Payment item types can be changed for any payment status

  • Changing of payment item types for Finalised payments is only available to users with admin rights

  • Payment items can be added or deleted for Finalised payments so long as the total amount doesn't change

A text field stored with the payment that will include a timestamp and username of the person who administratively changed payment types. This only applies after the payment is Finalised. This wil be appended to each time a change is made.

Changing of payment item types will be done by:

  • including a drop-down in the Type column of Items.

  • changing of payment types will result in the payment item being deleted and replaced with a new one of the same amount.

Environment

None

Status

Assignee

TonyT

Reporter

Matthew Young

Labels

None

Time tracking

20h

Components

Priority

Major
Configure