Prescription and POS Payments use the same SURCHARGE product codes, however, Prescription Surcharge is Taxable while POS Payments are NOT TAXABLE.

To handle this, we need to separate the surcharge codes.

We will use the following Configuration Items:

1. Prescription Surcharge
   1. Prescription.Surcharge.ProductCode
   2. Tax Code will be extracted from "Prescription.Surcharge.ProductCode"
   3. Prescription Surcharge Amount will be extracted from the Product Code defined in 1.1 above
   4. The default will be: Product Code: "SURCHARGE", Sell Price will be: 0.45
2. POS Surcharge
   1. POS.Surcharge.ProductCode. Used for Payment Surcharge and Cashier Short/Surplus penalties

Since this change requires UI changes, we will make this change in the 14.91 release.

Hi guys, we have decided to exclude this change due to the following reasons:

1. The requirement states "Prescription Surcharge is Taxable while POS Payments are NOT TAXABLE". This can be achieved since the Prescription Tax Code can be marked as "Taxable" by setting this in configuration "POS.Surcharge.TaxCode -  Surcharge on prescription items tax code". The Surcharge on "POS Cashier Shift and Payments" can be marked as Taxable if required by setting the Tax Code on the product code "SURCHARGE"
2. We will remove the HARDCODING of the surcharge in the next major release.

Hi Vineshwar, I have had a look at this issue and I am able to have the Prescription Surcharge as Taxable while the Payment Surcharge as Non Taxable. 

Can you set this up in a demo and send a meeting request to go through the issue so I can design a solution?  thanks.

Teams - Sanjay and Vineshwar

The issue is that in the "Sales Analysis Report" we are unable to identify what amount is Taxable and what amount is Not Taxable since we are using the same Surcharge Product Code.

Important Notes:

1. A Medication (Product) can be TAXABLE or NOT TAXABLE depending on:
   1. Has it been processed through Prescription (In this case, the Fiji Govt has asked this item to be Not Taxable)
   2. Is it a direct Sale from the counter (In this case, the Fiji Govt has asked this item to be Taxable)

Based on 1. above, we need to keep the General Settings Configuration for POS "Charge Tax on Prescription Item"

There are two types of Surcharge:

1. POS Payment - POS-Surchage
2. Prescription -     PRE-Surcharge

If we change the Product Code used for Surcharge, we will resolve the issue identified in comment 7 (Sales Analysis Report)

Teams - Vineshwar and Sanjay

1. Consider using defaults specified in comment 7, however, make the codes configurable as some external systems have restrictions on code lengths.
2. Preference is to have the following General Settings configuration:
   1. Override Tax Code for Prescription Items: Default is "EXEMPT". Is Blank, do not override
   2. Product code for POS Surcharge. Default is "POS-Surcharge" or "POSSC"
   3. Product code for Prescription Surcharge. Default is "PRE-Surcharge" or "PRESC"

Hi Vineshwar,

I had a look at the sales analysis report and it clearly shows Taxable ad Non Taxable portions. 

Can you do an example where we can see the issue so we can complete the tet cases to pass these changes? Thanks.

Teams - Vineshwar and Sanjay:

1. The Sales Analysis report groups the SURCHARGE for TAX and NO TAX into one line. 
2. We need to see two lines as the POS Surcharge is bank related expense

Use Product Codes:

1. SURCHG-PRE

2. SURCHG-POS

1. The change will be available in version: 15.30

2. The following changes were made (Include Database object names, Program classes, and any other relevant information):

1. Added a new Product for Prescription Surcharge. Product Code: "SURCHG-PRE"
2. The original product "SURCHARGE" will be used for Payment Surcharge only

3. Affected Areas:

1. When Prescription is created, the SURCHARGE PRODUCT CODE is "SURCHG-PRE" instead of "SURCHARGE". 

4. The issue was caused by:

1. Using the same product code in Prescription and POS Payments caused the "Sales Analysis Report" to consolidate the two surcharges into one line.  Users requested this to be separated for reporting purposes. See figure 1 below.

5. Other Relevant Notes: 
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT

Figure 1 - Prescription and Payment SURCHARGES are separated

1. DEMO setup using 15.30

Figure 1 - Prescription Sale

Figure 2 - POS Sale

Figure 1 - Sales Analysis Report

Environment Details

1. OS version: Win11
2. Application version:15.30
3. Setup on:
   1. Server: LinkQA4
   2. Database: LinkSOFT
   3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
4. Login Details: Standard username and password for user "admin"

Next Step: Closure