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  1. 🎯HCM PRODUCT SUITE
  2. Health Products
  3. Health Payments
  4. Bill Generation Process

Bill Generation

PreviousProject And Bill AggregationNextMy Bills

Last updated 3 months ago

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Purpose:

This screen allows Campaign Supervisors to:

  1. Filter attendance registers based on boundaries (Country, Province, and District) tied to the selected project and aggregation level.

  2. View the list of registers within the selected boundary.

  3. Generate bills for the selected boundary if all registers are approved.


Interface Elements:

Filters Section

no of levels will vary based on the aggregation level selection:

  • Country: Dropdown menu to select the country (e.g., Mbazi Highlands).

    • Mandatory Field: Must be selected before applying filters.

  • Province: Dropdown menu to select the province (e.g., Nampula).

    • Mandatory Field: Must be selected before applying filters.

  • District: Dropdown menu to select the district (e.g., Murrupula).

    • Mandatory Field: Must be selected before applying filters.

  • Apply Button: Triggers the filter to display attendance registers for the selected boundary.


Register Inbox

  • Project Name: Displays the selected project name .

  • Aggregation Level: Displays the selected aggregation level (e.g., District level).

  • Register Status Summary:

    • Approved Registers: Shows the count of approved registers (e.g., 18).

    • Pending Registers: Shows the count of pending registers (e.g., 0).

Registers Table

Displays a tabular list of attendance registers for the filtered boundary, with the following columns:

Element
Description

Register ID

Unique identifier for each attendance register

Boundary

Indicates the boundary associated with the register

Supervisor Name

Displays the name of the supervisor associated with the register

Number of Workers

Displays the total number of workers in the register


Action Section

  • Generate Bill Button:

    • Enabled State: If all registers are approved, this button becomes active, allowing users to trigger the bill generation process and bill is not already generated.

    • Disabled State: If any registers are pending approval, the button remains inactive.


User Actions Flow:

  1. Filter Attendance Registers:

    • Mandatory Filters: The user must select a Country, Province, and District before clicking "Apply".

    • After clicking Apply, the attendance registers for the selected boundary are displayed.

  2. View Attendance Registers:

    • The filtered registers are shown in a tabular format.

  3. Generate Bill:

    • The Generate Bill button is enabled only if all the registers within the selected boundary are approved and bill is not generated already.

    • Clicking Generate Bill triggers the bill generation process:

      • A confirmation pop-up appears with the warning.

      • Buttons:

        • Cancel: Returns to the register list.

        • Proceed: Starts the bill generation process.

    • A toast message will be shown whether bill generation started or failed. and a info message will be displayed with same.


Scenarios and System Responses:

  1. All If all registers within the selected boundary are approved Approved:

    • The Generate Bill button is enabled.

    • Upon clicking Generate Bill, an info message is displayed: "Bill generation in progress. Please wait."

  2. Bill Already Generated:

    • If all registers within the selected boundary are approved but a bill has already been generated:

    • An info message is displayed: "Bill has already been generated for this boundary."

  3. Pending Registers:

    • If some registers within the selected boundary are still pending approval:

    • An info message is displayed: "Bill cannot be generated until all the registers are approved."


Validations:

  1. Boundary Selection:

    • All three boundary levels (Country, Province, and District) are mandatory for filtering attendance registers.

    • Error toast massage if you click on apply without selecting all mandatory boundaries.

  2. The system verifies the approval status of all registers in the selected boundary before enabling the Generate Bill button.


API Endpoints:

EndPoint
Purpose

/health-attendance/v1/_search

Retrieve attendance registers by boundary

/health-expense/bill/v1/_search

Checks if bill is already generated or not

/health-expense-calculator/v1/_calculate

Trigger bill generation for selected boundary