Photocopier: Difference between revisions

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This Customisation is for the company who provide service on photocopier Machine
This Customisation is for the company who provide service on photocopier Machine


Last Customisation Update : 03 Jul 2015


[http://www.estream.com.my/document/ACC%20BK-%5BPhotocopier%5D.zip Sample Database]
[https://download.sql.com.my/customer/Fairy/ACC%20BK-%5BPhotocopier%5D.zip Sample Database]


===History New/Updates/Changes===
===History New/Updates/Changes===
* Fixed Unable to save Invoice if document is transfer from other Document - Update [http://www.estream.com.my/downloadfile/Fairy/Patch-Photocopier-NewMethod-20150703.zip Update Patch]
12 Sep 2018
* Enable support by Packages for Free & Spoil Qty/Copies
* Enable support Min Charges
 
22 May 2018
* Fixed Invoice Seq keep moving
 
29 Mar 2018
* Fixed Unable to save Invoice if document is transfer from other Document when had GST
 
08 Mar 2018
* Should allow append Current Reading same as previous Reading.
 
22 Feb 2018
* Fixed Current Reading less then previous Should not append.
* Enable copy Quotation Detail Fields
:- Description3
:- Remark1
:- Remark2
:- Project
:- Location
:- Disc
:- Tax
:- TaxInclusive
 
19 Oct 2015
* Fixed upgrade to Version 721 error.
 
03 Jul 2015
* Fixed Unable to save Invoice if document is transfer from other Document


==Todo==
==Todo==
* Copy all Fields
* Min Qty Charge


==Modules Require==
==Modules Require==
Line 16: Line 44:
* DIY Field
* DIY Field


==Setting==
==Settings==
===Sales Quotation===
===Sales Quotation===
''Menu: Sales | Quotation...''
* 1 Quotation is for  1 Customer Profile
* 1 Quotation is for  1 Customer Profile
* Can Keep a lot of Machine (unlimited)
* Can Keep a lot of Machine (unlimited)
* Use Doc No S-XXXX as the Setting - To avoid mix with actual use of Quotation
* Use Doc No S-XXXX as the Setting - To avoid mix with actual use of Quotation
* Can use same itemcode for Different Reading
* Can use same itemcode for Different Reading
[[File:Photocopier-01.jpg|800px|center]]
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Field !! Description
|-
| Delivery Date || Contract Expiry Date
|-
| UDF_CMR || Current Meter Reading
|-
| UDF_DOCDATE || Current Reading Date (Norm is Invoice Date)
|-
| UDF_QTY || Current Qty Charge
|-
| UDF_REBATE || Rebate Qty or %
|-
| UDF_MTHLYCHARGE || Fixed Monthly Charges
|-
| UDF_FREEQTY || Free Qty
|-
| UDF_ADDFEE || Additional Fixed Fee Charges
|}
* Minimum UDF Fields Required (Items Fields)
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Name !! Data Type !! Size !! Sub Size !! Caption !! Required !! Default Value !! Display Format
|-
| CMR || Integer || align="center" |  || align="center" |  || UDF_Current Reading || False || align="center" | 0 || #,0;-#,0
|-
| DocDate || Date || align="center" |  || align="center" |  || UDF_Current Reading-Date || False || align="center" |  ||
|-
| Qty || Integer || align="center" |  || align="center" |  || UDF_Current Qty Charge || False || align="center" | 0 || #,0;-#,0
|-
| Rebate || String || align="center" | 50 || align="center" |  || UDF_Rebate || False || align="center" |  ||
|-
| MthlyCharge || Currency || align="center" |  || align="center" |  || UDF_Monthly Charge || False || align="center" | 0 || #,0.00;-#,0.00
|-
| FreeQty || Integer || align="center" |  || align="center" |  || UDF_Free Qty || False || align="center" | 0 || #,0;-#,0
|-
| AddFees || Currency || align="center" |  || align="center" |  || UDF_AddFees || False || align="center" | 0 || #,0.00;-#,0.00
|}


===Maintain Stock Item===
===Maintain Stock Item===
''Menu: Stock | Maintain Stock Item...''
* Need to keep 2 itemcode for 1 same item(physically)
* Need to keep 2 itemcode for 1 same item(physically)
:- 1 for Norm Itemcode with Stock Control
:- 1 for Norm Itemcode with Stock Control
:- 1 for Non-Stock ItemCode for Meter Reading
:- 1 for Non-Stock ItemCode for Meter Reading
:- See example MACH_CANNON1(Norm Itemcode) & CANNON1(Meter Reading)
:- See example MACH_CANNON1(Norm Itemcode) & CANNON1(Meter Reading)
* Below is for By Packages Only
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! ItemCode !! Description !! Quotation Detail Field used
|-
| zFreeQty || For Free Qty || UDF_FreeQty & UnitPrice
|-
| zSpoil || For Spoil Copies || UDF_Rebate & UnitPrice
|-
| zMinCharge || Minimum Charges || UnitPrice
|}


==Usage==
===Sales Invoice===
===Sales Invoice===
* No. of Copies := Current Meter Reading - Previous Meter Reading
''Menu: Sales | Invoice...''
* Rebate can be in % or Qty
* Qty Charges := No. of Copies - FOC Qty - (No. of Copies * Rebate)
* Amount Charges := (Qty Charges * Unit Price) + Add Fees + Montly Charge (if No. of Copies > FOC Qty)
* Amount Charges := Add Fees + Montly Charge (if No. of Copies <= FOC Qty)
* Will Check Expiry Date - Auto Untick the selection if Expired
* Will Check Expiry Date - Auto Untick the selection if Expired
* Auto Get Previous Meter Reading & Monthly Charge
* Auto Get Previous Meter Reading & Monthly Charge
* Will update Current Meter Reading, Current Qty Charge to Sales Quotation By ItemCode
* Will update Current Meter Reading, Current Qty Charge to Sales Quotation By ItemCode
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Field !! Description
|-
| No. of Copies || Current Meter Reading - Previous Meter Reading
|-
| Rebate || It can be in % or Qty
|-
| Qty Charges || No. of Copies - FOC Qty - (No. of Copies * Rebate)
|-
| Amount Charges ||
* (Qty Charges * Unit Price) + Add Fees + Montly Charge (if No. of Copies > FOC Qty)
* Add Fees + Montly Charge (if No. of Copies <= FOC Qty)
|}
* Below is the field relation between Sales Quotation & Sales Invoice
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Invoice Field !! Quotation Field
|-
| ItemCode || ItemCode
|-
| Description || Description
|-
| Description2 || Description2
|-
| Description3 || Description3
|-
| Remark1 || Remark1
|-
| Remark2 || Remark2
|-
| Project || Project
|-
| Location || Location
|-
| UDF_PMR || UDF_CMR
|-
| UDF_CMR || Meter Reading enter by user
|-
| UDF_Rebate || UDF_Rebate
|-
| UDF_FreeQty || UDF_FreeQty
|-
| UDF_MthlyCharge || UDF_MthlyCharge
|-
| UDF_AddFees || UDF_AddFees
|-
| UOM || UOM
|-
| UDF_UnitPrice || UnitPrice
|-
| Disc || Disc
|-
| Tax || Tax
|-
| TaxInclusive || TaxInclusive
|-
| UDF_PMRDate || UDF_DocDate
|-
| UDF_Qty || Calculated base on formula above
|-
| Amount || Calculated base on formula above
|-
| UDF_FromDocNo || DocNo
|}
* Minimum UDF Fields Required (Items Fields)
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Name !! Data Type !! Size !! Sub Size !! Caption !! Required !! Default Value !! Display Format
|-
| PMR || Integer || align="center" |  || align="center" |  || UDF_Previous Reading || False || align="center" | 0 || #,0;-#,0
|-
| CMR || Integer || align="center" |  || align="center" |  || UDF_Current Reading || False || align="center" | 0 || #,0;-#,0
|-
| FreeQty || Integer || align="center" |  || align="center" |  || UDF_FreeQty || False || align="center" | 0 || #,0;-#,0
|-
| Rebate || String || align="center" | 50 || align="center" |  || UDF_Rebate || False || align="center" |  ||
|-
| MthlyCharge || Currency || align="center" |  || align="center" |  || UDF_Monthly Charge || False || align="center" | 0 || #,0.00;-#,0.00
|-
| SubTotal || Currency || align="center" |  || align="center" |  || UDF_SubTotal || False || align="center" | 0 || #,0.00;-#,0.00
|-
| Qty || Float || align="center" | 10 || align="center" | 4  || UDF_Current Qty Charge || False || align="center" | 1 || #,0;-#,0
|-
| UnitPrice || Float || align="center" | 10  || align="center" |  4 || UDF_UnitPrice || False || align="center" | 0 || #,0.000;-#,0.000
|-
| AddFees || Currency || align="center" |  || align="center" |  || UDF_AddFees || False || align="center" | 0 || #,0.00;-#,0.00
|-
| FromDocKey || Integer || align="center" |  || align="center" |  || UDF_FromDocKey || False || align="center" | 0 ||
|-
| FromDtlKey || Integer || align="center" |  || align="center" |  || UDF_FromDtlKey || False || align="center" | 0 ||
|-
| PMRDate || Date || align="center" |  || align="center" |  || UDF_PMRDate || False || align="center" |  ||
|-
| FromDocNo || String || align="center" | 20 || align="center" |  || UDF_FromDocNo || False || align="center" |  ||
|}
==Steps==
''Menu: Sales | Invoice...''
[[File:Photocopier-02.jpg|800px|center]]
:01. Select Customer.
:02. Click '''1. Get Price''' button.
:03. Enter the Current New reading for each machine
:04. Click '''Post''' button after done.
==FAQ==
===How I list out all the Expired Agreement?===
:01. Click ''Sales | Outstanding Sales Document Listing''.
:02. Untick '''Doc Date'''
:03. Tick '''Delivery Date'''
:04. Enter the <span style="color:#0000ff">Range Date</span>
:05. Click Apply
===How system check the Expire Date?===
:It will Auto Tick if '''Expire Date''' > <span style="color:#0000ff">CurrentWorkingDate</span> '''OR''' <span style="color:#0000ff">Expire Date is Empty</span>
===How system calculate the Minimum Charges?===
: System will use Balancing Method to Calculate the Minimum Charges.
: Eg Min. Charge RM 300
:{|
|-
|  A. Machine Usage || RM 6.86
|-
|  B. Free Copy ||  RM 2.50
|-
| C. Spoil Copy || RM 0.14
|-
| D. Total before Min Charges (A - B - C) || RM 4.22
|-
| E. Min. Charge (RM 300 - D)  || RM 295.78
|}
<div style="float: right;">  [[#top|[top]]]</div>


==See also==
==See also==
* Others [[Customisation]]
* Others [[Customisation]]

Latest revision as of 02:52, 9 September 2022

Introduction

This Customisation is for the company who provide service on photocopier Machine


Sample Database

History New/Updates/Changes

12 Sep 2018

  • Enable support by Packages for Free & Spoil Qty/Copies
  • Enable support Min Charges

22 May 2018

  • Fixed Invoice Seq keep moving

29 Mar 2018

  • Fixed Unable to save Invoice if document is transfer from other Document when had GST

08 Mar 2018

  • Should allow append Current Reading same as previous Reading.

22 Feb 2018

  • Fixed Current Reading less then previous Should not append.
  • Enable copy Quotation Detail Fields
- Description3
- Remark1
- Remark2
- Project
- Location
- Disc
- Tax
- TaxInclusive

19 Oct 2015

  • Fixed upgrade to Version 721 error.

03 Jul 2015

  • Fixed Unable to save Invoice if document is transfer from other Document

Todo

  • Min Qty Charge

Modules Require

  • DIY Script
  • DIY Field

Settings

Sales Quotation

Menu: Sales | Quotation...

  • 1 Quotation is for 1 Customer Profile
  • Can Keep a lot of Machine (unlimited)
  • Use Doc No S-XXXX as the Setting - To avoid mix with actual use of Quotation
  • Can use same itemcode for Different Reading
Photocopier-01.jpg
Field Description
Delivery Date Contract Expiry Date
UDF_CMR Current Meter Reading
UDF_DOCDATE Current Reading Date (Norm is Invoice Date)
UDF_QTY Current Qty Charge
UDF_REBATE Rebate Qty or %
UDF_MTHLYCHARGE Fixed Monthly Charges
UDF_FREEQTY Free Qty
UDF_ADDFEE Additional Fixed Fee Charges
  • Minimum UDF Fields Required (Items Fields)
Name Data Type Size Sub Size Caption Required Default Value Display Format
CMR Integer UDF_Current Reading False 0 #,0;-#,0
DocDate Date UDF_Current Reading-Date False
Qty Integer UDF_Current Qty Charge False 0 #,0;-#,0
Rebate String 50 UDF_Rebate False
MthlyCharge Currency UDF_Monthly Charge False 0 #,0.00;-#,0.00
FreeQty Integer UDF_Free Qty False 0 #,0;-#,0
AddFees Currency UDF_AddFees False 0 #,0.00;-#,0.00

Maintain Stock Item

Menu: Stock | Maintain Stock Item...

  • Need to keep 2 itemcode for 1 same item(physically)
- 1 for Norm Itemcode with Stock Control
- 1 for Non-Stock ItemCode for Meter Reading
- See example MACH_CANNON1(Norm Itemcode) & CANNON1(Meter Reading)
  • Below is for By Packages Only
ItemCode Description Quotation Detail Field used
zFreeQty For Free Qty UDF_FreeQty & UnitPrice
zSpoil For Spoil Copies UDF_Rebate & UnitPrice
zMinCharge Minimum Charges UnitPrice

Sales Invoice

Menu: Sales | Invoice...

  • Will Check Expiry Date - Auto Untick the selection if Expired
  • Auto Get Previous Meter Reading & Monthly Charge
  • Will update Current Meter Reading, Current Qty Charge to Sales Quotation By ItemCode
Field Description
No. of Copies Current Meter Reading - Previous Meter Reading
Rebate It can be in % or Qty
Qty Charges No. of Copies - FOC Qty - (No. of Copies * Rebate)
Amount Charges
  • (Qty Charges * Unit Price) + Add Fees + Montly Charge (if No. of Copies > FOC Qty)
  • Add Fees + Montly Charge (if No. of Copies <= FOC Qty)
  • Below is the field relation between Sales Quotation & Sales Invoice
Invoice Field Quotation Field
ItemCode ItemCode
Description Description
Description2 Description2
Description3 Description3
Remark1 Remark1
Remark2 Remark2
Project Project
Location Location
UDF_PMR UDF_CMR
UDF_CMR Meter Reading enter by user
UDF_Rebate UDF_Rebate
UDF_FreeQty UDF_FreeQty
UDF_MthlyCharge UDF_MthlyCharge
UDF_AddFees UDF_AddFees
UOM UOM
UDF_UnitPrice UnitPrice
Disc Disc
Tax Tax
TaxInclusive TaxInclusive
UDF_PMRDate UDF_DocDate
UDF_Qty Calculated base on formula above
Amount Calculated base on formula above
UDF_FromDocNo DocNo
  • Minimum UDF Fields Required (Items Fields)
Name Data Type Size Sub Size Caption Required Default Value Display Format
PMR Integer UDF_Previous Reading False 0 #,0;-#,0
CMR Integer UDF_Current Reading False 0 #,0;-#,0
FreeQty Integer UDF_FreeQty False 0 #,0;-#,0
Rebate String 50 UDF_Rebate False
MthlyCharge Currency UDF_Monthly Charge False 0 #,0.00;-#,0.00
SubTotal Currency UDF_SubTotal False 0 #,0.00;-#,0.00
Qty Float 10 4 UDF_Current Qty Charge False 1 #,0;-#,0
UnitPrice Float 10 4 UDF_UnitPrice False 0 #,0.000;-#,0.000
AddFees Currency UDF_AddFees False 0 #,0.00;-#,0.00
FromDocKey Integer UDF_FromDocKey False 0
FromDtlKey Integer UDF_FromDtlKey False 0
PMRDate Date UDF_PMRDate False
FromDocNo String 20 UDF_FromDocNo False

Steps

Menu: Sales | Invoice...

Photocopier-02.jpg
01. Select Customer.
02. Click 1. Get Price button.
03. Enter the Current New reading for each machine
04. Click Post button after done.

FAQ

How I list out all the Expired Agreement?

01. Click Sales | Outstanding Sales Document Listing.
02. Untick Doc Date
03. Tick Delivery Date
04. Enter the Range Date
05. Click Apply

How system check the Expire Date?

It will Auto Tick if Expire Date > CurrentWorkingDate OR Expire Date is Empty

How system calculate the Minimum Charges?

System will use Balancing Method to Calculate the Minimum Charges.
Eg Min. Charge RM 300
A. Machine Usage RM 6.86
B. Free Copy RM 2.50
C. Spoil Copy RM 0.14
D. Total before Min Charges (A - B - C) RM 4.22
E. Min. Charge (RM 300 - D) RM 295.78

See also

Retrieved from "https://wiki.sql.com.my/index.php?title=Photocopier&oldid=12062"
Last modified
This page was last edited on 9 September 2022, at 02:52.