in contract generation allow for limiting of which student contracts will be generated
We have generated several hundred contracts that we ready and waiting to be published. Now we a few more contracts that have been recorded and need generating. There is no way to prevent regeneration of the several hundred that are already done. Doing a generate now will wipe out any of the data we had imported into the those generated contracts. The recommended (and painful) approach is to duplicate the contracts and assign the few new students to these new contract to isolate them for contract generation. This will make various contract reports quite complicated as most students will have one type while others with essentially the exact same contract will be grouped as a different type.
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- Mar 9 2017
- Implemented
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Related ideas
Hi Everyone! As of this morning you can now choose which contracts get re/generated. Which means that edited contracts can be left as is.
This is a big problem - and can lead to disgruntled patrons!
This is a problem with our prorated and amended contracts. If I have a generated contract that has not been touched by the parent set with prorated or amended numbers, and then attempt to create an additional contract of those types, it automatically sends all contracts of that type back to the default numbers. This means checking every contract in the generated list for correct prorated or amended numbers. PAINFUL!
We have a contract form that we use for students who begin or change enrollment options mid-year. With this contract type, we go back to the student's contract after generating and adjust the tuition and fees to accurately prorate the amount they owe for the days they will attend. When we generate again for a different student with different enrollment needs, our adjustments to prior generated contracts are erased/overwritten. Allowing individual selection when generating contracts would eliminate this problem.
Agree -- this is a big problem for us, as we have many contracts with customized fees. We have to impersonate the parents, review the contracts to lock them down, in order to save our work. Would be a huge relief to be able to select a specific contract to generate.
I defintiely agree but regenerating contracts only refreshes amount columns. So if your tuition, fees, and deposit are the same, you are ok. Things like hold and not returning and comments are maintained when you regenerate. Sill scary and option to check those you want to generate would be GREAT!