VPMS Web Application

Questions or time estimate for this one?

Hi Tim,
This is one I missed when checking for current projects awaiting costing.
Cheers,
Matt C

Is this functionality location specific? If so, we'd add a checkbox to "Document Template Printer" list that appears under "Printers" in the Document Template..
This is also where the "Interactive" checkbox is located.
For brevity, the checkbox would probably be called 'Print at Checkout', rather than "Print immediately when billed"

"...Is this functionality location specific?..."
Yes. I think so. For the same reasons that "Interactive" is located within the Document Template Printer list. I think both tick boxes for options a) and b) should be in the Printer list options.

"Print at Checkout"
I'm not sure this correctly reflects the functionality as described.
The documents as described in the scenario a) above would still appear in the Checkout print list if they were not printed. The difference is that there would be an opportunity to print them straight away.
Scenario b) would then kick in for unprinted docs in the Checkout print list.
I agree the current text ("Print immediately when billed") is unwieldy though. What about "Print Immediately"?

Hi Matt,

I have had a look at this and I think the existing "interactive" checkbox and a new "Print at Checkout" checkbox will cover required functionality. Lets look at the scenarios.

1. Checkout true. Interactive True.
This would be set if you want to option to print immediately at billing (interactive dialogue) but if you don't print (cancel) the document will be presented at checkout and automatically selected. If you do print then obviously print flag set so will not appear in checkout document list.

2. Checkout true. Interactive False.
This would be set if you always want the document printed at Checkout and do not want it printed at billing. At checkout the document will be listed and automatically selected. You can manually de-select.

3. Checkout False. Interactive True.
Set if want option to print immediately at billing (interactive dialogue) but if don't print will appear in checkout list but will be deselected.

4. Checkout False. Interactive False.
Don't prompt for print immediately and display in checkout list de-selected.

Now option 4 could be changed to print immediately (non interactive) and obviously would not appear in checkout list.

Hi Tony,
Love it. Simple as.
We should take your summary above and add it to the documentation section when the release containing this feature comes out.
Matt C

Hi guys, with the amendments described by Tony the user requirement is;

a) A document template has an option to "Print at Checkout"
b) Behaviour associated with "Interactive" option as described by Tony above.

Costing please

Matt C

Changes applied on the 1.5 branch to:

• vpms: revision 3555
• archetypes: revision 3556

Based on user feedback the operation of this feature has been reviewed as follows.

• The Template Printer interactive flag operation needs to be restored to its original purpose. When ticked the standard print dialog will be displayed anytime this template is printed independent of the Preferred print mode setting defined below.
• The Checkout tick box needs to be removed from the template printer as it is not printer or location specific.
• Add a new node in the template called "Preferred Print Mode". It has the following options.
  **Immediate. Whenever that template is created/finalised the user will be prompted to print.
  **Check-Out. Printing will be deferred till Check Out.
  **Manual. Printing will initiated manually form the appropriate workspace.

Some notes/discussion points on this change:

• These options should not be limited to forms and letters created during charging. They should apply to any form or letter created in any workspace.
• The Immediate option should only apply to new forms/letters. i.e editing an invoice will not trigger immediate printing unless the form or letter was created during that edit.
• Currently when a charge is saved a new print selection dialog appears allowing users to deselect forms/letters to print. I think this should be bypassed and only the standard print dialog displayed if interactive checked or just printed if not. If a print dialog is displayed the user can always cancel which should only cancel that print job and move onto the next dialog etc. ?
• If template is set to Immediate and not printed then should appear in Check-out unchecked.
• If template set to manual and Unprinted then should appear in Check-Out unchecked.
• Default setting on new/migration should be "Checkout".

• These options should not be limited to forms and letters created during charging. They should apply to any form or letter created in any workspace.

Add a new JIRA for this please.

• The Immediate option should only apply to new forms/letters. i.e. editing an invoice will not trigger immediate printing unless the form or letter was created during that edit.

In the case of an 'Immediate' template, it can only get printed once the invoice is saved. This is because documents are attached to the invoice items in the save rules.

• Currently when a charge is saved a new print selection dialog appears allowing users to deselect forms/letters to print. I think this should be bypassed and only the standard print dialog displayed if interactive checked or just printed if not. If a print dialog is displayed the user can always cancel which should only cancel that print job and move onto the next dialog etc. ?

So in this instance, the Immediate, Check-Out, and Manual aspects of a template are ignored? If an unprinted document is interactive, a print dialog is displayed. If non-interactive, it gets printed automatically?
Also, I don't see how this works with the previous point.

Changed to

• print new documents configured for IMMEDIATE print on save of invoice. These will printed in the background unless the interactive flag is true. Interactive documents may be skipped.
• print unprinted document at check out. This pops up a dialog to select the unprinted documents to print. By default, those configured for CHECK_OUT printing will be selected.

Changes applied:

• archetypes, revision 4091
• vpms, revision 4092
• release, revision 4093