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Customer Item Functionality
04-23-2014, 06:43 AM
Post: #1
Customer Item Functionality
Very much like the purchdata table and functionality on WebERP many ERP systems have a similar concept on the outgoing side for Customer Item mapping to a Customer Part and Customer Description. This Customer Part/Description often appears on Paperwork (Packing Slip, Invoice,Shipping labels). Sometimes Customers (Especially automotive based) require their part number on these documents.
Short term we can use the Narrative field on Sales Orders but the person entering the order has to know what to enter each time.

I am considering a function for WebERP.
- New table (Can't decide if it should be by Customer or Customer Branch or allow either and look for branch first and if not exists use Customer if it exists). Key StockID and Customer/Branch. Allow Customer Part, Description and possibly Customer UOM/Conversion
- New maintenance screen like Purchasing Data from Stocks to maintain this by Customer
- Modify Shipping Labels I am almost done developing to add Customer Item
- Add Customer Part and Customer Description to Invoice and Packing Slip.
- Possibly add Customer Qty i their UOM to Invoice and Packing Slip
- Add new option to create Sales Order (Sales order Grid Entry) by listing customer items only (Similar to Purchase Order Grid Entry) after selecting a customer


Anybody else have this need? I'm pretty sure it will be straight forward development. Always appreciate feedback though.

Best Regards,
Andrew
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04-24-2014, 05:12 AM
Post: #2
RE: Customer Item Functionality
This is complete
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04-24-2014, 12:15 PM
Post: #3
RE: Customer Item Functionality
Hi, Andrew,

It sounds great!

Best regards!

Exson
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05-30-2014, 04:53 PM
Post: #4
RE: Customer Item Functionality
Hi, Adrew,

Thank you for you nice work!

I've checked the trunk code, but did not found the update of the invoice file, is it finished or do I miss anything?

Best regards!

Exson
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05-30-2014, 10:57 PM
Post: #5
RE: Customer Item Functionality
Hello Exson. I did not update the invoice file in the trunk because we have made so many modification to the invoice file it wouldn't make sense. I think forms are something that are very customized company to company.
But basically to include this data in the final form the following changes need to be made. Maybe Hello Exson. I did not update the invoice file in the trunk because we have made so many modification to the invoice file it wouldn't make sense. I think forms are something that are very customized company to company.
But basically to include this data in the final form the following changes need to be made. If companies wish to include they can.

Quote:PrintCustTransPortrait.php
Add highlighted code:
if ($InvOrCredit == 'Invoice') {
$sql = "SELECT stockmoves.stockid,
stockmaster.description,
-stockmoves.qty as quantity,
stockmoves.discountpercent,
((1 - stockmoves.discountpercent) * stockmoves.price * " . $ExchRate . "* -stockmoves.qty) AS fxnet,
(stockmoves.price * " . $ExchRate . ") AS fxprice,
stockmoves.narrative,
stockmaster.controlled,
stockmaster.serialised,
stockmaster.units,
stockmoves.stkmoveno,
stockmaster.decimalplaces,
custitem.cust_part,
custitem.cust_description

FROM stockmoves INNER JOIN stockmaster
ON stockmoves.stockid = stockmaster.stockid
LEFT OUTER JOIN custitem
ON custitem.debtorno='" . $myrow['debtorno'] . "'
AND custitem.stockid=stockmoves.stockid

WHERE stockmoves.type=10
AND stockmoves.transno='" . $FromTransNo . "'
AND stockmoves.show_on_inv_crds=1";
} else {
/* only credit notes to be retrieved */
$sql = "SELECT stockmoves.stockid,
stockmaster.description,
stockmoves.qty as quantity,
stockmoves.discountpercent,
((1 - stockmoves.discountpercent) * stockmoves.price * " . $ExchRate . " * stockmoves.qty) AS fxnet,
(stockmoves.price * " . $ExchRate . ") AS fxprice,
stockmoves.narrative,
stockmaster.controlled,
stockmaster.serialised,
stockmaster.units,
stockmoves.stkmoveno,
stockmaster.decimalplaces,
custitem.cust_part,
custitem.cust_description

FROM stockmoves INNER JOIN stockmaster
ON stockmoves.stockid = stockmaster.stockid
LEFT OUTER JOIN custitem
ON custitem.debtorno='" . $myrow['debtorno'] . "'
AND custitem.stockid=stockmoves.stockid

WHERE stockmoves.type=11
AND stockmoves.transno='" . $FromTransNo . "'
AND stockmoves.show_on_inv_crds=1";
} // end else

'Around' line 368
Quote:if ($myrow2['cust_part'] > '') {
$YPos -= (10*$lines);
$LeftOvers = $pdf->addTextWrap($Left_Margin+15,$YPos,186,$FontSize,$myrow2['cust_part']);
$LeftOvers = $pdf->addTextWrap($Left_Margin+80,$YPos,186,$FontSize,$myrow2['cust_description']);
}
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