Shipping/Forwarding: Difference between revisions

From eStream Software
 
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==Introduction==
==Introduction==
This Customisation is the simple calculation for the Shipping/Forwarding company.


Last Customisation Update : 06 May 2015
Last Customisation Update : 05 Feb 2016


[http://www.estream.com.my/document/ACC%20BK-%5bShippingV4%5d.zip Sample Database]
[https://www.sql.com.my/document/ACC%20BK-%5bShippingV4%5d.zip Sample Database V4] <br />
[https://www.sql.com.my/document/ACC%20BK-%5bShippingV5%5d.zip Sample Database V5]
 
[https://www.youtube.com/watch?v=LPoz1h3hyvQ Video]


===History New/Updates/Changes===
===History New/Updates/Changes===
00 Oct 2015
05 Feb 2016
* Fix OnBeforeSave Script - Partial Delivery Amount calculation revert back to system calculation
* Fixed TaxInvoice-Fowarding2 batch print Tax summary mixing together
* Add Sales Local - Invoice Listing (GST 1) - Forwarding
* Fixed Quotation & Debit Note OnBeforeSave Script Seq not correct.
 
04 Jan 2016
* Fixed TaxInvoice-Fowarding2 Title missing Tax word
 
07 Dec 2015
* Fixed 0Sales Local - Invoice Listing - Level 1 Ent column some shown empty when 0.
 
02 Nov 2015
* Fix Seq Error
* Fix TaxInvoice-Fowarding2 format show A instead Tax Rate
 
20 Oct 2015
* Fix Transfer Document TaxAmt calculate incorrectly if using UDF_ExRate <> 1
* Fix Partial Transfer Qty TaxAmt calculate incorrectly
 
19 Oct 2015
* Fix upgrade to Version 721 error.
* Fix Transfer Document TaxAmt calculate incorrectly
 
14 Oct 2015
* Fix 0Sales Local - Invoice Listing - Level 1 margin not correct
* Convert DocRef3 to UDF_EntCost for 0Sales Local - Invoice Listing - Level 1 Ent column


==Modules Require==
==Modules Require==
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* DIY Field
* DIY Field


==Setting==
==Settings==
===Maintain User===
===Maintain User===
''Menu: Tools | Maintain User...''<br />
Untick the Access Right for '''Prompt Replace Unit Price Dialog''' under the '''Group : Sales'''
Untick the Access Right for '''Prompt Replace Unit Price Dialog''' under the '''Group : Sales'''


==Steps==
==Steps==
[[File:Shipping-01.jpg|800px]]
===Invoice===
* Coming Soon...
''Menu: Sales | Invoice...''
[[File:Shipping-01.jpg|800px|center]]
:01. Select '''Customer Code'''
:02. Select '''Item Code'''
:03. Enter the '''Cost''' incurred for the selected item code (for the Profit & Loss By Document report)
:04. Enter '''Qty'''
:05. Enter '''UnitPrice'''
:06. Enter '''Exchange Rate''' (if had)
:07. Click '''More''' tab to enter extra/others Information
[[File:Shipping-02.jpg|800px|center]]
 
===Profit & Loss By Document===
''Menu: Sales | Print Sales Document Listing...''
 
[[File:Shipping-03.jpg|800px|center]]
:01. Select '''Invoice Listing''' & Range '''Date'''
:02. Tick Group by '''Customer Code'''
:03. Click '''Apply'''
:04. Press '''F6''' to preview
:05. Select report name '''0Sales Local - Invoice Listing - Level 1'''
:06. Click '''Ok''' button


==See also==
==See also==
* Others [[Customisation]]
* Others [[Customisation]]

Latest revision as of 10:35, 11 October 2023

Introduction

This Customisation is the simple calculation for the Shipping/Forwarding company.

Last Customisation Update : 05 Feb 2016

Sample Database V4
Sample Database V5

Video

History New/Updates/Changes

05 Feb 2016

  • Fixed TaxInvoice-Fowarding2 batch print Tax summary mixing together
  • Fixed Quotation & Debit Note OnBeforeSave Script Seq not correct.

04 Jan 2016

  • Fixed TaxInvoice-Fowarding2 Title missing Tax word

07 Dec 2015

  • Fixed 0Sales Local - Invoice Listing - Level 1 Ent column some shown empty when 0.

02 Nov 2015

  • Fix Seq Error
  • Fix TaxInvoice-Fowarding2 format show A instead Tax Rate

20 Oct 2015

  • Fix Transfer Document TaxAmt calculate incorrectly if using UDF_ExRate <> 1
  • Fix Partial Transfer Qty TaxAmt calculate incorrectly

19 Oct 2015

  • Fix upgrade to Version 721 error.
  • Fix Transfer Document TaxAmt calculate incorrectly

14 Oct 2015

  • Fix 0Sales Local - Invoice Listing - Level 1 margin not correct
  • Convert DocRef3 to UDF_EntCost for 0Sales Local - Invoice Listing - Level 1 Ent column

Modules Require

  • DIY Script
  • DIY Field

Settings

Maintain User

Menu: Tools | Maintain User...

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

Steps

Invoice

Menu: Sales | Invoice...

Shipping-01.jpg
01. Select Customer Code
02. Select Item Code
03. Enter the Cost incurred for the selected item code (for the Profit & Loss By Document report)
04. Enter Qty
05. Enter UnitPrice
06. Enter Exchange Rate (if had)
07. Click More tab to enter extra/others Information
Shipping-02.jpg

Profit & Loss By Document

Menu: Sales | Print Sales Document Listing...

Shipping-03.jpg
01. Select Invoice Listing & Range Date
02. Tick Group by Customer Code
03. Click Apply
04. Press F6 to preview
05. Select report name 0Sales Local - Invoice Listing - Level 1
06. Click Ok button

See also