OfficePro Change Log

The Products Needed list took quantities already on open purchase orders off twice, so its suggested order fell short by exactly the amount already on order. It now suggests what is still needed. A vendor is flagged for patient orders only when a patient-ordered product is not covered by stock on hand or an open purchase order.

A new auto-order plan could skip its first shipment, because its Next date was filled in one full interval after the Start date. The Next date now defaults to the Start date, and on a new plan it follows the Start date until someone changes it by hand.

The On Hand column in a product's transaction history counted in the wrong direction and read zero on the most recent transaction. It now shows the quantity on the shelf after each transaction, matching the total at the foot of the list.

Products added to an encounter as drop-ship were recorded with no transaction date, so the line showed a blank date in product history and fell outside date-ranged inventory reports. New drop-ship lines are now dated correctly.

Cancelling a patient order used to put its products back in the patient's cart, leaving no record of what the order held. Products now stay on the cancelled order, the cancel prompt asks for a reason and warns when the order's encounter has already been charged or paid, and cancelled orders stay listed on the patient screen.

A product marked inactive no longer generates automatic refill orders. Previously a retired product kept reordering for any patient with a standing auto-order, with nothing on screen to show it.

Automatically generated vendor purchase orders no longer include lines with a zero or negative quantity, which could print on the PO as a credit. Fractional quantities now round up, and any line left out is listed in the run summary message so an incorrect on-order count gets noticed.

Purchase order and receiving quantities can no longer be saved below zero, which printed as credit lines on the vendor's copy and inflated future automatic orders. Automatic purchase orders created by the nightly run are now labelled as automatic, not as staff-created.

Adding a product to a purchase order that already had lines could update a different product's quantity instead of adding the new one. Each product is now matched correctly, so new products are added and existing lines go up by one.

Cancelling a patient auto-order, or letting it reach its end date, now actually stops the refills. The scheduled refill process was ignoring the end date, so some ended subscriptions kept generating orders even though they no longer appeared in the patient portal. Open-ended subscriptions are unaffected.

A Default Product Type in ProductPro settings that was not one of the practice's product types displayed as none, and saving the settings silently erased it. An invalid type is now shown and labelled as not valid so it can be corrected, and it is never saved over a good value.

The Auto Order Lead Time setting in ProductPro had no effect, because automatic patient orders were created using the visit reminder window instead. Auto orders now follow the lead time set in ProductPro, and saving the ConnectPro settings no longer resets it to zero.

When an order is split because some items are out of stock, the original order is now reduced by the value that moved, rather than both orders carrying it. Sales tax on the new order is also calculated correctly for each item, and per-item discounts are no longer ignored.

Removing an item from an order set the whole order's sales tax to zero and dropped the shipping fee out of the total. The order is now re-totalled from the items that remain, with tax worked out for each item in turn.

If a tax rate cannot be found for a jurisdiction, checkout now continues and says that no tax was applied, rather than stopping. A tax rate of one hundred percent is refused outright.

When items were unticked at cart checkout, the order was still priced for everything in the cart. An order is now priced only for the items actually being ordered, and the staff notification lists the same items.

Corrected an error that appeared when a product was priced at zero.

The Subscribe and Save discount on automatic refill orders was being applied twice on some orders: once on the product line and again as a separate account credit. The discount is now applied only on the product line, and the duplicate credits left behind by earlier orders have been corrected.

Corrected the tax rate used when the scheduled refill process creates an order, so automatically generated orders are taxed the same as an order taken at the counter.

Dosing instructions now carry through from the patient treatment plan to each automatically generated refill order, so refills arrive labelled the same way as the original.

Corrected the Fullscript dynamic link and treatment plan update paths so patient links open the right catalog.

A purchase order window now correctly displays the Purchase Order number heading instead of mislabeling it as a receipt.

The Purchase Orders page now hides the Products Needed panel when nothing is currently needed and lays out more cleanly on smaller screens and tablets.

Product codes are now validated consistently when adding or editing a product, with a clear message listing the allowed characters to prevent saving codes that could break orders.

Improved the order fulfillment process for situations where a patient orders multiple products but only some are in stock. Available items are now dispatched correctly without disrupting the remaining back-order.

Fixed the checkout process so that sales tax is correctly included in the order total recorded on the patient account. Previously the saved total could differ from the amount the patient was charged.