Photocopier

Introduction

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

Last Customisation Update : 19 Oct 2015

Sample Database

History New/Updates/Changes

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

Copy all Fields
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	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)

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
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
UDF_PMRDate	UDF_DocDate
UDF_Qty	Calculated base on formula above
Amount	Calculated base on formula above

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

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

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