sales/customer_invoice.php

   1 <?php
   2 /**********************************************************************
   3     Copyright (C) FrontAccounting, LLC.
   4         Released under the terms of the GNU General Public License, GPL,
   5         as published by the Free Software Foundation, either version 3
   6         of the License, or (at your option) any later version.
   7     This program is distributed in the hope that it will be useful,
   8     but WITHOUT ANY WARRANTY; without even the implied warranty of
   9     MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
  10     See the License here <http://www.gnu.org/licenses/gpl-3.0.html>.
  11 ***********************************************************************/
  12 //---------------------------------------------------------------------------
  13 //
  14 //      Entry/Modify Sales Invoice against single delivery
  15 //      Entry/Modify Batch Sales Invoice against batch of deliveries
  16 //
  17 $page_security = 'SA_SALESINVOICE';
  18 $path_to_root = "..";
  19 include_once($path_to_root . "/sales/includes/cart_class.inc");
  20 include_once($path_to_root . "/includes/session.inc");
  21 include_once($path_to_root . "/includes/data_checks.inc");
  22 include_once($path_to_root . "/includes/manufacturing.inc");
  23 include_once($path_to_root . "/sales/includes/sales_db.inc");
  24 include_once($path_to_root . "/sales/includes/sales_ui.inc");
  25 include_once($path_to_root . "/reporting/includes/reporting.inc");
  26 include_once($path_to_root . "/taxes/tax_calc.inc");
  27
  28 $js = "";
  29 if ($use_popup_windows) {
  30         $js .= get_js_open_window(900, 500);
  31 }
  32 if ($use_date_picker) {
  33         $js .= get_js_date_picker();
  34 }
  35
  36 if (isset($_GET['ModifyInvoice'])) {
  37         $_SESSION['page_title'] = sprintf(_("Modifying Sales Invoice # %d.") ,$_GET['ModifyInvoice']);
  38         $help_context = "Modifying Sales Invoice";
  39 } elseif (isset($_GET['DeliveryNumber'])) {
  40         $_SESSION['page_title'] = _($help_context = "Issue an Invoice for Delivery Note");
  41 } elseif (isset($_GET['BatchInvoice'])) {
  42         $_SESSION['page_title'] = _($help_context = "Issue Batch Invoice for Delivery Notes");
  43 }
  44
  45 page($_SESSION['page_title'], false, false, "", $js);
  46
  47 //-----------------------------------------------------------------------------
  48 check_edit_conflicts();
  49
  50 if (isset($_GET['AddedID'])) {
  51
  52         $invoice_no = $_GET['AddedID'];
  53         $trans_type = ST_SALESINVOICE;
  54
  55         display_notification(_("Selected deliveries has been processed"), true);
  56
  57         display_note(get_customer_trans_view_str($trans_type, $invoice_no, _("&View This Invoice")), 0, 1);
  58
  59         display_note(print_document_link($invoice_no."-".$trans_type, _("&Print This Invoice"), true, ST_SALESINVOICE));
  60         display_note(print_document_link($invoice_no."-".$trans_type, _("&Email This Invoice"), true, ST_SALESINVOICE, false, "printlink", "", 1),1);
  61
  62         display_note(get_gl_view_str($trans_type, $invoice_no, _("View the GL &Journal Entries for this Invoice")),1);
  63
  64         hyperlink_params("$path_to_root/sales/inquiry/sales_deliveries_view.php", _("Select Another &Delivery For Invoicing"), "OutstandingOnly=1");
  65
  66         display_footer_exit();
  67
  68 } elseif (isset($_GET['UpdatedID']))  {
  69
  70         $invoice_no = $_GET['UpdatedID'];
  71         $trans_type = ST_SALESINVOICE;
  72
  73         display_notification_centered(sprintf(_('Sales Invoice # %d has been updated.'),$invoice_no));
  74
  75         display_note(get_trans_view_str(ST_SALESINVOICE, $invoice_no, _("&View This Invoice")));
  76         echo '<br>';
  77         display_note(print_document_link($invoice_no."-".$trans_type, _("&Print This Invoice"), true, ST_SALESINVOICE));
  78         display_note(print_document_link($invoice_no."-".$trans_type, _("&Email This Invoice"), true, ST_SALESINVOICE, false, "printlink", "", 1),1);
  79
  80         hyperlink_no_params($path_to_root . "/sales/inquiry/customer_inquiry.php", _("Select Another &Invoice to Modify"));
  81
  82         display_footer_exit();
  83
  84 } elseif (isset($_GET['RemoveDN'])) {
  85
  86         for($line_no = 0; $line_no < count($_SESSION['Items']->line_items); $line_no++) {
  87                 $line = &$_SESSION['Items']->line_items[$line_no];
  88                 if ($line->src_no == $_GET['RemoveDN']) {
  89                         $line->quantity = $line->qty_done;
  90                         $line->qty_dispatched=0;
  91                 }
  92         }
  93         unset($line);
  94
  95     // Remove also src_doc delivery note
  96     $sources = &$_SESSION['Items']->src_docs;
  97     unset($sources[$_GET['RemoveDN']]);
  98 }
  99
 100 //-----------------------------------------------------------------------------
 101
 102 if ( (isset($_GET['DeliveryNumber']) && ($_GET['DeliveryNumber'] > 0) )
 103 || isset($_GET['BatchInvoice'])) {
 104
 105         processing_start();
 106
 107         if (isset($_GET['BatchInvoice'])) {
 108                 $src = $_SESSION['DeliveryBatch'];
 109                 unset($_SESSION['DeliveryBatch']);
 110         } else {
 111                 $src = array($_GET['DeliveryNumber']);
 112         }
 113         /*read in all the selected deliveries into the Items cart  */
 114         $dn = new Cart(ST_CUSTDELIVERY, $src, true);
 115
 116         if ($dn->count_items() == 0) {
 117                 hyperlink_params($path_to_root . "/sales/inquiry/sales_deliveries_view.php",
 118                         _("Select a different delivery to invoice"), "OutstandingOnly=1");
 119                 die ("<br><b>" . _("There are no delivered items with a quantity left to invoice. There is nothing left to invoice.") . "</b>");
 120         }
 121
 122         $dn->trans_type = ST_SALESINVOICE;
 123         $dn->src_docs = $dn->trans_no;
 124         $dn->trans_no = 0;
 125         $dn->reference = $Refs->get_next(ST_SALESINVOICE);
 126         $dn->due_date = get_invoice_duedate($dn->payment, $dn->document_date);
 127
 128         $_SESSION['Items'] = $dn;
 129         copy_from_cart();
 130
 131 } elseif (isset($_GET['ModifyInvoice']) && $_GET['ModifyInvoice'] > 0) {
 132
 133         if ( get_sales_parent_numbers(ST_SALESINVOICE, $_GET['ModifyInvoice']) == 0) { // 1.xx compatibility hack
 134                 echo"<center><br><b>" . _("There are no delivery notes for this invoice.<br>
 135                 Most likely this invoice was created in Front Accounting version prior to 2.0
 136                 and therefore can not be modified.") . "</b></center>";
 137                 display_footer_exit();
 138         }
 139         processing_start();
 140         $_SESSION['Items'] = new Cart(ST_SALESINVOICE, $_GET['ModifyInvoice']);
 141
 142         if ($_SESSION['Items']->count_items() == 0) {
 143                 echo"<center><br><b>" . _("All quantities on this invoice has been credited. There is nothing to modify on this invoice") . "</b></center>";
 144                 display_footer_exit();
 145         }
 146         copy_from_cart();
 147 } elseif (!processing_active()) {
 148         /* This page can only be called with a delivery for invoicing or invoice no for edit */
 149         display_error(_("This page can only be opened after delivery selection. Please select delivery to invoicing first."));
 150
 151         hyperlink_no_params("$path_to_root/sales/inquiry/sales_deliveries_view.php", _("Select Delivery to Invoice"));
 152
 153         end_page();
 154         exit;
 155 } elseif (!check_quantities()) {
 156         display_error(_("Selected quantity cannot be less than quantity credited nor more than quantity not invoiced yet."));
 157 }
 158 if (isset($_POST['Update'])) {
 159         $Ajax->activate('Items');
 160 }
 161 if (isset($_POST['_InvoiceDate_changed'])) {
 162         $_POST['due_date'] = get_invoice_duedate($_SESSION['Items']->payment,
 163                 $_POST['InvoiceDate']);
 164         $Ajax->activate('due_date');
 165 }
 166 if (list_updated('payment')) {
 167         $_SESSION['Items']->payment = get_post('payment');
 168         $_POST['due_date'] = get_invoice_duedate($_SESSION['Items']->payment,
 169                 $_POST['InvoiceDate']);
 170         $Ajax->activate('due_date');
 171 }
 172
 173 //-----------------------------------------------------------------------------
 174 function check_quantities()
 175 {
 176         $ok =1;
 177         foreach ($_SESSION['Items']->line_items as $line_no=>$itm) {
 178                 if (isset($_POST['Line'.$line_no])) {
 179                         if($_SESSION['Items']->trans_no) {
 180                                 $min = $itm->qty_done;
 181                                 $max = $itm->quantity;
 182                         } else {
 183                                 $min = 0;
 184                                 $max = $itm->quantity - $itm->qty_done;
 185                         }
 186                         if (check_num('Line'.$line_no, $min, $max)) {
 187                                 $_SESSION['Items']->line_items[$line_no]->qty_dispatched =
 188                                     input_num('Line'.$line_no);
 189                         }
 190                         else {
 191                                 $ok = 0;
 192                         }
 193
 194                 }
 195
 196                 if (isset($_POST['Line'.$line_no.'Desc'])) {
 197                         $line_desc = $_POST['Line'.$line_no.'Desc'];
 198                         if (strlen($line_desc) > 0) {
 199                                 $_SESSION['Items']->line_items[$line_no]->item_description = $line_desc;
 200                         }
 201                 }
 202         }
 203  return $ok;
 204 }
 205
 206 function set_delivery_shipping_sum($delivery_notes)
 207 {
 208
 209     $shipping = 0;
 210
 211     foreach($delivery_notes as $delivery_num)
 212     {
 213         $myrow = get_customer_trans($delivery_num, 13);
 214         //$branch = get_branch($myrow["branch_code"]);
 215         //$sales_order = get_sales_order_header($myrow["order_"]);
 216
 217         //$shipping += $sales_order['freight_cost'];
 218         $shipping += $myrow['ov_freight'];
 219     }
 220     $_POST['ChargeFreightCost'] = price_format($shipping);
 221 }
 222
 223
 224 function copy_to_cart()
 225 {
 226         $cart = &$_SESSION['Items'];
 227         $cart->ship_via = $_POST['ship_via'];
 228         $cart->freight_cost = input_num('ChargeFreightCost');
 229         $cart->document_date =  $_POST['InvoiceDate'];
 230         $cart->due_date =  $_POST['due_date'];
 231         if ($cart->pos != -1) {
 232                 $cart->payment = $_POST['payment'];
 233                 $cart->payment_terms = get_payment_terms($_POST['payment']);
 234         }
 235         $cart->Comments = $_POST['Comments'];
 236         if ($_SESSION['Items']->trans_no == 0)
 237                 $cart->reference = $_POST['ref'];
 238
 239 }
 240 //-----------------------------------------------------------------------------
 241
 242 function copy_from_cart()
 243 {
 244         $cart = &$_SESSION['Items'];
 245         $_POST['ship_via'] = $cart->ship_via;
 246         $_POST['ChargeFreightCost'] = price_format($cart->freight_cost);
 247         $_POST['InvoiceDate']= $cart->document_date;
 248         $_POST['due_date'] = $cart->due_date;
 249         $_POST['Comments']= $cart->Comments;
 250         $_POST['cart_id'] = $cart->cart_id;
 251         $_POST['ref'] = $cart->reference;
 252         $_POST['payment'] = $cart->payment;
 253 }
 254
 255 //-----------------------------------------------------------------------------
 256
 257 function check_data()
 258 {
 259         global $Refs;
 260
 261         if (!isset($_POST['InvoiceDate']) || !is_date($_POST['InvoiceDate'])) {
 262                 display_error(_("The entered invoice date is invalid."));
 263                 set_focus('InvoiceDate');
 264                 return false;
 265         }
 266
 267         if (!is_date_in_fiscalyear($_POST['InvoiceDate'])) {
 268                 display_error(_("The entered invoice date is not in fiscal year."));
 269                 set_focus('InvoiceDate');
 270                 return false;
 271         }
 272
 273         if (!isset($_POST['due_date']) || !is_date($_POST['due_date'])) {
 274                 display_error(_("The entered invoice due date is invalid."));
 275                 set_focus('due_date');
 276                 return false;
 277         }
 278
 279         if ($_SESSION['Items']->trans_no == 0) {
 280                 if (!$Refs->is_valid($_POST['ref'])) {
 281                         display_error(_("You must enter a reference."));
 282                         set_focus('ref');
 283                         return false;
 284                 }
 285
 286                 if (!is_new_reference($_POST['ref'], 10)) {
 287                         display_error(_("The entered reference is already in use."));
 288                         set_focus('ref');
 289                         return false;
 290                 }
 291         }
 292
 293         if ($_POST['ChargeFreightCost'] == "") {
 294                 $_POST['ChargeFreightCost'] = price_format(0);
 295         }
 296
 297         if (!check_num('ChargeFreightCost', 0)) {
 298                 display_error(_("The entered shipping value is not numeric."));
 299                 set_focus('ChargeFreightCost');
 300                 return false;
 301         }
 302
 303         if ($_SESSION['Items']->has_items_dispatch() == 0 && input_num('ChargeFreightCost') == 0) {
 304                 display_error(_("There are no item quantities on this invoice."));
 305                 return false;
 306         }
 307
 308         if (!check_quantities()) {
 309                 display_error(_("Selected quantity cannot be less than quantity credited nor more than quantity not invoiced yet."));
 310                 return false;
 311         }
 312
 313         return true;
 314 }
 315
 316 //-----------------------------------------------------------------------------
 317 if (isset($_POST['process_invoice']) && check_data()) {
 318
 319         $newinvoice=  $_SESSION['Items']->trans_no == 0;
 320         copy_to_cart();
 321         if ($newinvoice) new_doc_date($_SESSION['Items']->document_date);
 322
 323         $invoice_no = $_SESSION['Items']->write();
 324         processing_end();
 325
 326         if ($newinvoice) {
 327                 meta_forward($_SERVER['PHP_SELF'], "AddedID=$invoice_no");
 328         } else {
 329                 meta_forward($_SERVER['PHP_SELF'], "UpdatedID=$invoice_no");
 330         }
 331 }
 332
 333 // find delivery spans for batch invoice display
 334 $dspans = array();
 335 $lastdn = ''; $spanlen=1;
 336
 337 for ($line_no = 0; $line_no < count($_SESSION['Items']->line_items); $line_no++) {
 338         $line = $_SESSION['Items']->line_items[$line_no];
 339         if ($line->quantity == $line->qty_done) {
 340                 continue;
 341         }
 342         if ($line->src_no == $lastdn) {
 343                 $spanlen++;
 344         } else {
 345                 if ($lastdn != '') {
 346                         $dspans[] = $spanlen;
 347                         $spanlen = 1;
 348                 }
 349         }
 350         $lastdn = $line->src_no;
 351 }
 352 $dspans[] = $spanlen;
 353
 354 //-----------------------------------------------------------------------------
 355
 356 $is_batch_invoice = count($_SESSION['Items']->src_docs) > 1;
 357
 358 $is_edition = $_SESSION['Items']->trans_type == ST_SALESINVOICE && $_SESSION['Items']->trans_no != 0;
 359 start_form();
 360 hidden('cart_id');
 361
 362 start_table(TABLESTYLE2, "width=80%", 5);
 363
 364 start_row();
 365 $colspan = 1;
 366 $dim = get_company_pref('use_dimension');
 367 if ($dim > 0)
 368         $colspan = 3;
 369 label_cells(_("Customer"), $_SESSION['Items']->customer_name, "class='tableheader2'");
 370 label_cells(_("Branch"), get_branch_name($_SESSION['Items']->Branch), "class='tableheader2'");
 371 if ($_SESSION['Items']->pos != -1) // editable payment type
 372         label_cells(_("Payment terms:"), sale_payment_list('payment'), "class='tableheader2'", "colspan=$colspan");
 373 else
 374         label_cells(_('Payment:'), $_SESSION['Items']->payment_terms['terms'], "class='tableheader2'", "colspan=$colspan");
 375
 376 end_row();
 377 start_row();
 378
 379 if ($_SESSION['Items']->trans_no == 0) {
 380         ref_cells(_("Reference"), 'ref', '', null, "class='tableheader2'");
 381 } else {
 382         label_cells(_("Reference"), $_SESSION['Items']->reference, "class='tableheader2'");
 383 }
 384
 385 //label_cells(_("Delivery Notes:"),
 386 //get_customer_trans_view_str(ST_CUSTDELIVERY, array_keys($_SESSION['Items']->src_docs)), "class='tableheader2'");
 387
 388 label_cells(_("Sales Type"), $_SESSION['Items']->sales_type_name, "class='tableheader2'");
 389
 390 label_cells(_("Currency"), $_SESSION['Items']->customer_currency, "class='tableheader2'");
 391 // 2010-09-03 Joe Hunt
 392 if ($dim > 0)
 393         label_cells(_("Dimension"), get_dimension_string($_SESSION['Items']->dimension_id), "class='tableheader2'");
 394
 395 end_row();
 396 start_row();
 397
 398 if (!isset($_POST['ship_via'])) {
 399         $_POST['ship_via'] = $_SESSION['Items']->ship_via;
 400 }
 401 label_cell(_("Shipping Company"), "class='tableheader2'");
 402 shippers_list_cells(null, 'ship_via', $_POST['ship_via']);
 403
 404 if (!isset($_POST['InvoiceDate']) || !is_date($_POST['InvoiceDate'])) {
 405         $_POST['InvoiceDate'] = new_doc_date();
 406         if (!is_date_in_fiscalyear($_POST['InvoiceDate'])) {
 407                 $_POST['InvoiceDate'] = end_fiscalyear();
 408         }
 409 }
 410
 411 date_cells(_("Date"), 'InvoiceDate', '', $_SESSION['Items']->trans_no == 0,
 412         0, 0, 0, "class='tableheader2'", true);
 413
 414 if (!isset($_POST['due_date']) || !is_date($_POST['due_date'])) {
 415         $_POST['due_date'] = get_invoice_duedate($_SESSION['Items']->payment, $_POST['InvoiceDate']);
 416 }
 417
 418 date_cells(_("Due Date"), 'due_date', '', null, 0, 0, 0, "class='tableheader2'");
 419 if ($dim > 1)
 420         label_cells(_("Dimension"). " 2", get_dimension_string($_SESSION['Items']->dimension2_id), "class='tableheader2'");
 421
 422 end_row();
 423 end_table();
 424
 425 $row = get_customer_to_order($_SESSION['Items']->customer_id);
 426 if ($row['dissallow_invoices'] == 1)
 427 {
 428         display_error(_("The selected customer account is currently on hold. Please contact the credit control personnel to discuss."));
 429         end_form();
 430         end_page();
 431         exit();
 432 }
 433
 434 display_heading(_("Invoice Items"));
 435
 436 div_start('Items');
 437 start_table(TABLESTYLE, "width=80%");
 438 $th = array(_("Item Code"), _("Item Description"), _("Delivered"), _("Units"), _("Invoiced"),
 439         _("This Invoice"), _("Price"), _("Tax Type"), _("Discount"), _("Total"));
 440
 441 if ($is_batch_invoice) {
 442     $th[] = _("DN");
 443     $th[] = "";
 444 }
 445
 446 if ($is_edition) {
 447     $th[4] = _("Credited");
 448 }
 449
 450 table_header($th);
 451 $k = 0;
 452 $has_marked = false;
 453 $show_qoh = true;
 454
 455 $dn_line_cnt = 0;
 456
 457 foreach ($_SESSION['Items']->line_items as $line=>$ln_itm) {
 458         if ($ln_itm->quantity == $ln_itm->qty_done) {
 459                 continue; // this line was fully invoiced
 460         }
 461         alt_table_row_color($k);
 462         view_stock_status_cell($ln_itm->stock_id);
 463
 464         text_cells(null, 'Line'.$line.'Desc', $ln_itm->item_description, 30, 50);
 465         $dec = get_qty_dec($ln_itm->stock_id);
 466         qty_cell($ln_itm->quantity, false, $dec);
 467         label_cell($ln_itm->units);
 468         qty_cell($ln_itm->qty_done, false, $dec);
 469
 470         if ($is_batch_invoice) {
 471                 // for batch invoices we can only remove whole deliveries
 472                 echo '<td nowrap align=right>';
 473                 hidden('Line' . $line, $ln_itm->qty_dispatched );
 474                 echo number_format2($ln_itm->qty_dispatched, $dec).'</td>';
 475         } else {
 476                 small_qty_cells(null, 'Line'.$line, qty_format($ln_itm->qty_dispatched, $ln_itm->stock_id, $dec), null, null, $dec);
 477         }
 478         $display_discount_percent = percent_format($ln_itm->discount_percent*100) . " %";
 479
 480         $line_total = ($ln_itm->qty_dispatched * $ln_itm->price * (1 - $ln_itm->discount_percent));
 481
 482         amount_cell($ln_itm->price);
 483         label_cell($ln_itm->tax_type_name);
 484         label_cell($display_discount_percent, "nowrap align=right");
 485         amount_cell($line_total);
 486
 487         if ($is_batch_invoice) {
 488                 if ($dn_line_cnt == 0) {
 489                         $dn_line_cnt = $dspans[0];
 490                         $dspans = array_slice($dspans, 1);
 491                         label_cell($ln_itm->src_no, "rowspan=$dn_line_cnt class=oddrow");
 492                         label_cell("<a href='" . $_SERVER['PHP_SELF'] . "?RemoveDN=".
 493                                 $ln_itm->src_no."'>" . _("Remove") . "</a>", "rowspan=$dn_line_cnt class=oddrow");
 494                 }
 495                 $dn_line_cnt--;
 496         }
 497         end_row();
 498 }
 499
 500 /*Don't re-calculate freight if some of the order has already been delivered -
 501 depending on the business logic required this condition may not be required.
 502 It seems unfair to charge the customer twice for freight if the order
 503 was not fully delivered the first time ?? */
 504
 505 if (!isset($_POST['ChargeFreightCost']) || $_POST['ChargeFreightCost'] == "") {
 506         if ($_SESSION['Items']->any_already_delivered() == 1) {
 507                 $_POST['ChargeFreightCost'] = price_format(0);
 508         } else {
 509                 $_POST['ChargeFreightCost'] = price_format($_SESSION['Items']->freight_cost);
 510         }
 511
 512         if (!check_num('ChargeFreightCost')) {
 513                 $_POST['ChargeFreightCost'] = price_format(0);
 514         }
 515 }
 516
 517 $accumulate_shipping = get_company_pref('accumulate_shipping');
 518 if ($is_batch_invoice && $accumulate_shipping)
 519         set_delivery_shipping_sum(array_keys($_SESSION['Items']->src_docs));
 520
 521 $colspan = 9;
 522 start_row();
 523 label_cell(_("Shipping Cost"), "colspan=$colspan align=right");
 524 small_amount_cells(null, 'ChargeFreightCost', null);
 525 if ($is_batch_invoice) {
 526 label_cell('', 'colspan=2');
 527 }
 528
 529 end_row();
 530 $inv_items_total = $_SESSION['Items']->get_items_total_dispatch();
 531
 532 $display_sub_total = price_format($inv_items_total + input_num('ChargeFreightCost'));
 533
 534 label_row(_("Sub-total"), $display_sub_total, "colspan=$colspan align=right","align=right", $is_batch_invoice ? 2 : 0);
 535
 536 $taxes = $_SESSION['Items']->get_taxes(input_num('ChargeFreightCost'));
 537 $tax_total = display_edit_tax_items($taxes, $colspan, $_SESSION['Items']->tax_included, $is_batch_invoice ? 2:0);
 538
 539 $display_total = price_format(($inv_items_total + input_num('ChargeFreightCost') + $tax_total));
 540
 541 label_row(_("Invoice Total"), $display_total, "colspan=$colspan align=right","align=right", $is_batch_invoice ? 2 : 0);
 542
 543 end_table(1);
 544 div_end();
 545
 546 start_table(TABLESTYLE2);
 547 textarea_row(_("Memo"), 'Comments', null, 50, 4);
 548
 549 end_table(1);
 550
 551 submit_center_first('Update', _("Update"),
 552   _('Refresh document page'), true);
 553 submit_center_last('process_invoice', _("Process Invoice"),
 554   _('Check entered data and save document'), 'default');
 555
 556 end_form();
 557
 558 end_page();
 559
 560 ?>