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DASHBOARD "Overdue Customer Balances" by different salesman - Printable Version

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DASHBOARD "Overdue Customer Balances" by different salesman - ALEXSHEN - 11-27-2019 04:00 AM

Hi every,

"Overdue Customer Balances" can't be distinguished completely on DASHBOARD by different salesmen.

A Customer "AA", Branch office "AA1" belong to Ali, “AA2" belong to Bill, "AA3" belong to Carol, Ali sold goods to AA1, some money didn't cover, but Bill and Carol all can see this business and amount not covered, It seems not so good, so if possible to set what only theirselves can check their sales?

Alex


RE: DASHBOARD "Overdue Customer Balances" by different salesman - TurboPT - 11-29-2019 01:36 AM

I'll have to check the handling in that area to see what can be done.


RE: DASHBOARD "Overdue Customer Balances" by different salesman - falkoner - 11-29-2019 03:32 AM

I don't use this dashboard code, so I don't really know the code and it's hard to comment. However from a quick glance at Dashboard.php I would say the quickest way to do this would be to change the SQL starting at line 87 to show overdue items by Debtor/Branch combination, rather than just Debtor, and then change the condition at line 83 to exclude branches other than the ones belonging to that salesperson. Unfortunately I don't have the time right now to figure out the details.

Tim


RE: DASHBOARD "Overdue Customer Balances" by different salesman - ALEXSHEN - 11-29-2019 07:32 PM

(11-29-2019 03:32 AM)falkoner Wrote:  I don't use this dashboard code, so I don't really know the code and it's hard to comment. However from a quick glance at Dashboard.php I would say the quickest way to do this would be to change the SQL starting at line 87 to show overdue items by Debtor/Branch combination, rather than just Debtor, and then change the condition at line 83 to exclude branches other than the ones belonging to that salesperson. Unfortunately I don't have the time right now to figure out the details.

Tim

Hi Tim,

Ok, thank you very much! I will try it late.

Alex


RE: DASHBOARD "Overdue Customer Balances" by different salesman - TurboPT - 11-30-2019 12:53 AM

It looks like the query filters to a specific sales person.

They may each have their own login, but have any salesperson entries been created so that the Restrict to Sales Person option can be set at user maintenance?
A link to Sales People is on the Setup menu, middle column. Entries created here will appear at the Restrict to Sales Person option.

I'm checking other handling relative to the salesperson filter, which appears to be ok so far.

I setup a sales person entry for myself, and even though I'm admin, I set the restrict option to my entry.
After logout and re-login, the outstanding balances table was blank.
I then unset the restrict option, and after logout and re-login again, the balances reappeared.

So, the sales person handling should be ok.


RE: DASHBOARD "Overdue Customer Balances" by different salesman - falkoner - 11-30-2019 04:37 AM

Paul, the problem is the case where one customer has multiple branches, and the branches have different sales people allocated to them.
That's why I suggested changing it to a debtor/branch model.

Tim


RE: DASHBOARD "Overdue Customer Balances" by different salesman - TurboPT - 11-30-2019 05:02 AM

Ok, I figured that there might be more to the picture. (seemed a little too simple)


RE: DASHBOARD "Overdue Customer Balances" by different salesman - TurboPT - 12-02-2019 05:57 AM

@Alexshen:

Can you try the attached script to see if it achieves the desired goal?


RE: DASHBOARD "Overdue Customer Balances" by different salesman - ALEXSHEN - 12-02-2019 07:16 AM

(12-02-2019 05:57 AM)TurboPT Wrote:  @Alexshen:

Can you try the attached script to see if it achieves the desired goal?

Hi Paul,

Thank you very much, I will try it late

Alex


RE: DASHBOARD "Overdue Customer Balances" by different salesman - ALEXSHEN - 12-02-2019 09:16 AM

(12-02-2019 07:16 AM)ALEXSHEN Wrote:  
(12-02-2019 05:57 AM)TurboPT Wrote:  @Alexshen:

Can you try the attached script to see if it achieves the desired goal?

Hi Paul,

Thank you very much, I will try it late

Alex

Hi Paul,

Seems Nothing change, Second salesman still can find the first salesman information under the same Customer different branches.

Alex