Photocopier

From eStream Software
Revision as of 02:48, 16 January 2018 by Twfaung (talk | contribs) (→‎See also)

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
Photocopier-01.jpg
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 Sub 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...

Photocopier-02.jpg
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

See also