Recurring: Difference between revisions

From eStream Software
Line 62: Line 62:
::Use Disc column as Rebate & Min Charge => Format := Rebate+MinCharge
::Use Disc column as Rebate & Min Charge => Format := Rebate+MinCharge
::eg  
::eg  
::(Both)            Rebate 11.75 & MinCharge 5 => 11.75+5
::Rebate 11.75 & MinCharge 5 => 11.75+5 (Both)
::(Min Charge Only) Rebate 0 & MinCharge 5    => 0+5
::Rebate 0 & MinCharge 5    => 0+5 (Min Charge Only)
::(Rebate Only)    Rebate 12.30 & MinCharge 0 => 12.30
::Rebate 12.30 & MinCharge 0 => 12.30 (Rebate Only)
* 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

Revision as of 04:36, 5 September 2015

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

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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 (Both)
Rebate 0 & MinCharge 5 => 0+5 (Min Charge Only)
Rebate 12.30 & MinCharge 0 => 12.30 (Rebate Only)
  • 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 (Excluding GST)

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)
  • Formula Qty
   if Age < DaysInAMonth(edDueDate.Date) then
     Qty := Age else
     Qty := DaysInAMonth(edDueDate.Date);
  • Formula UnitPrice
   Unit Price := Rate/365 * Outstanding amount (Excluding GST)

Sales Document Listing

Is a batch delete base on the parameter selected

Steps

See also