Recurring: Difference between revisions

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==Setting==
==Setting==
===In Quotation===
===Quotation===
* DocNo Format := CompanyCategoryCode;Type
* DocNo Format := CompanyCategoryCode;Type
   eg
   eg
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:::----------------------------------------------------------------------------------------------------------------------------------------------------
:::----------------------------------------------------------------------------------------------------------------------------------------------------


===In Stock Item===
===Stock Item===
* ItemCode 'WATER'
* ItemCode 'WATER'
* ItemCode 'ELECTRIC'
* ItemCode 'ELECTRIC'
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* Lead Time => 0: Both, 1: Rebate Only, 2: Min Charge Only
* Lead Time => 0: Both, 1: Rebate Only, 2: Min Charge Only
* For MinCharge make sure it had Value else set at 1
* For MinCharge make sure it had Value else set at 1
===Sales Document Listing===
Is a batch delete base on the parameter selected
===Customer Due Listing===
* Auto Generate Sales DN for overdue IV
* The rate is from Ref Price of OVERDUE itemcode (just enter 0.1 for 10% pa)


==Usage==
==Usage==

Revision as of 07:27, 28 August 2015

Introduction

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

Last Customisation Update : 03 Feb 2014

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

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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Template.Tips-01.jpg 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

----------------------------------------------------------------------------------------------------------------------------------------------------

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

Sales Document Listing

Is a batch delete base on the parameter selected

Customer Due Listing

  • Auto Generate Sales DN for overdue IV
  • The rate is from Ref Price of OVERDUE itemcode (just enter 0.1 for 10% pa)

Usage

See also