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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 | ||
[ | [https://download.sql.com.my/customer/Fairy/ACC%20BK-%5BPhotocopier%5D.zip Sample Database] | ||
===History New/Updates/Changes=== | ===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 | 19 Oct 2015 | ||
* Fixed upgrade to Version 721 error. | * Fixed upgrade to Version 721 error. | ||
Line 14: | Line 38: | ||
==Todo== | ==Todo== | ||
* Min Qty Charge | * Min Qty Charge | ||
Line 78: | Line 101: | ||
:- 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 | |||
|} | |||
===Sales Invoice=== | ===Sales Invoice=== | ||
Line 111: | Line 145: | ||
|- | |- | ||
| Description2 || Description2 | | Description2 || Description2 | ||
|- | |||
| Description3 || Description3 | |||
|- | |||
| Remark1 || Remark1 | |||
|- | |||
| Remark2 || Remark2 | |||
|- | |||
| Project || Project | |||
|- | |||
| Location || Location | |||
|- | |- | ||
| UDF_PMR || UDF_CMR | | UDF_PMR || UDF_CMR | ||
Line 127: | Line 171: | ||
|- | |- | ||
| UDF_UnitPrice || UnitPrice | | UDF_UnitPrice || UnitPrice | ||
|- | |||
| Disc || Disc | |||
|- | |||
| Tax || Tax | |||
|- | |||
| TaxInclusive || TaxInclusive | |||
|- | |- | ||
| UDF_PMRDate || UDF_DocDate | | UDF_PMRDate || UDF_DocDate | ||
Line 133: | Line 183: | ||
|- | |- | ||
| Amount || Calculated base on formula above | | Amount || Calculated base on formula above | ||
|- | |||
| UDF_FromDocNo || DocNo | |||
|} | |} | ||
Line 163: | Line 215: | ||
|- | |- | ||
| PMRDate || Date || align="center" | || align="center" | || UDF_PMRDate || False || align="center" | || | | PMRDate || Date || align="center" | || align="center" | || UDF_PMRDate || False || align="center" | || | ||
|- | |||
| FromDocNo || String || align="center" | 20 || align="center" | || UDF_FromDocNo || False || align="center" | || | |||
|} | |} | ||
Line 173: | Line 227: | ||
:03. Enter the Current New reading for each machine | :03. Enter the Current New reading for each machine | ||
:04. Click '''Post''' button after done. | :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
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
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 |
|
- 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...
- 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
- Others Customisation