Recurring

Introduction

This Customisation is for simple calculation for the management property which normally monthly charge Maintenance, Sinking Fund & etc.

Last Customisation Update : 12 Aug 2015

Sample Database

History New/Updates/Changes

Fixed Posting Overdue DN should excluding the GST amount from the calculation - Update Update Patch

Know Bugs

Lead Time = 0 got bug - being overide by Rebate when is below Min Charge

Todo

Allow Select DocNo Set - WIP
Gas Reading - WIP
Generate by SQFT by Customer
All Reading in 1 Invoice
Multi range price

EG

0 - 100 @ 0.10/unit

101 - 200 @ 0.15/unit

Modules Require

DIY Field
DIY Script
Multiple Pricing (Price Tag)
Multiple Document Number Set (Optional)

Setting

Maintain User

Untick the Access Right for Prompt Replace Unit Price Dialog under the Group : Sales

Maintain Customer=

UDF_WaterReading & UDF_ElectricReading minimum is 0 not empty or Null
Price Tag MUST had value

Quotation

DocNo Format := CompanyCategoryCode;Type

 eg
 B-Shop;Main  => For Maintenance
 B-Shop;Water => For Water Billing
 B-Shop;Park  => For Car Park

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Note:

- Master Description if using

- 1.Generate Maintenance it will use the Quotation Master Description.

- 2.Generate Water it will shown how much the water usage [Master Description (MMM YYYY) - CurrentReading -PreviousReading=Usage@UnitPrice].

- 2.Generate Water with "Include Grid Detail Info." Option tick it will use the Quotation Master Description.

- Rounding Mechanism only for WATER & ELECTRIC Itemcode

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Stock Item

ItemCode 'WATER'
ItemCode 'ELECTRIC'
ItemCode 'RTN5Cents' => For Rounding Mechanism
Price Tag => For Different UnitPrice for WATER & ELECTRIC

Use Disc column as Rebate & Min Charge => Format := Rebate+MinCharge

eg

Rebate 11.75 & MinCharge 5 => 11.75+5

Rebate 0 & MinCharge 5 => 0+5

Rebate 12.30 & MinCharge 5 => 12.30

Lead Time => 0: Both, 1: Rebate Only, 2: Min Charge Only
For MinCharge make sure it had Value else set at 1

Customer Payment

Auto Generate Sales DN for overdue IV if UDF_PostDN Default Value is set to True (Default is False)
Only Knock-off to DN will not regenerate DN again if overdue
Formula for Age

   Age := DocDate - Knock off Due Date

Formula For Qty

   if Age < DayOf(DocDate) then
     Qty := Age else
     Qty := DayOf(DocDate);

Formula for UnitPrice

  Unit Price := Rate/365 * Knock off amount