sales/inquiry/customer_allocation_inquiry.php

   1 <?php
   2
   3 $page_security = 1;
   4 $path_to_root="../..";
   5 include_once($path_to_root . "/includes/session.inc");
   6
   7 include_once($path_to_root . "/sales/includes/sales_ui.inc");
   8 include_once($path_to_root . "/sales/includes/sales_db.inc");
   9
  10 $js = "";
  11 if ($use_popup_windows)
  12         $js .= get_js_open_window(900, 500);
  13 if ($use_date_picker)
  14         $js .= get_js_date_picker();
  15 page(_("Customer Allocation Inquiry"), false, false, "", $js);
  16
  17 if (isset($_GET['customer_id']))
  18 {
  19         $_POST['customer_id'] = $_GET['customer_id'];
  20 }
  21
  22 //------------------------------------------------------------------------------------------------
  23
  24 if (!isset($_POST['customer_id']))
  25         $_POST['customer_id'] = get_global_customer();
  26
  27 start_form(false, true);
  28
  29 start_table("class='tablestyle_noborder'");
  30 start_row();
  31
  32 customer_list_cells(_("Select a customer: "), 'customer_id', $_POST['customer_id'], true);
  33
  34 date_cells(_("from:"), 'TransAfterDate', null, -30);
  35 date_cells(_("to:"), 'TransToDate', null, 1);
  36
  37 cust_allocations_list_cells(_("Type:"), 'filterType', null);
  38
  39 check_cells(" " . _("show settled:"), 'showSettled', null);
  40
  41 submit_cells('Refresh Inquiry', _("Search"));
  42
  43 set_global_customer($_POST['customer_id']);
  44
  45 end_row();
  46 end_table();
  47 end_form();
  48
  49 //------------------------------------------------------------------------------------------------
  50
  51 function get_transactions()
  52 {
  53     $data_after = date2sql($_POST['TransAfterDate']);
  54     $date_to = date2sql($_POST['TransToDate']);
  55
  56     $sql = "SELECT ".TB_PREF."debtor_trans.*,
  57                 ".TB_PREF."debtors_master.name AS CustName, ".TB_PREF."debtors_master.curr_code AS CustCurrCode,
  58         (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
  59         .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount)
  60                 AS TotalAmount,
  61                 ".TB_PREF."debtor_trans.alloc AS Allocated,
  62                 ((".TB_PREF."debtor_trans.type = 10)
  63                 AND ".TB_PREF."debtor_trans.due_date < '" . date2sql(Today()) . "') AS OverDue
  64         FROM ".TB_PREF."debtor_trans, ".TB_PREF."debtors_master
  65         WHERE ".TB_PREF."debtors_master.debtor_no = ".TB_PREF."debtor_trans.debtor_no
  66                         AND (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
  67                         .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount != 0)
  68                 AND ".TB_PREF."debtor_trans.tran_date >= '$data_after'
  69                 AND ".TB_PREF."debtor_trans.tran_date <= '$date_to'";
  70
  71         if ($_POST['customer_id'] != reserved_words::get_all())
  72                 $sql .= " AND ".TB_PREF."debtor_trans.debtor_no = '" . $_POST['customer_id'] . "'";
  73
  74         if (isset($_POST['filterType']) && $_POST['filterType'] != reserved_words::get_all())
  75         {
  76                 if ($_POST['filterType'] == '1' || $_POST['filterType'] == '2')
  77                 {
  78                         $sql .= " AND ".TB_PREF."debtor_trans.type = 10 ";
  79                 }
  80                 elseif ($_POST['filterType'] == '3')
  81                 {
  82                         $sql .= " AND ".TB_PREF."debtor_trans.type = " . systypes::cust_payment();
  83                 }
  84                 elseif ($_POST['filterType'] == '4')
  85                 {
  86                         $sql .= " AND ".TB_PREF."debtor_trans.type = 11 ";
  87                 }
  88
  89         if ($_POST['filterType'] == '2')
  90         {
  91                 $today =  date2sql(Today());
  92                 $sql .= " AND ".TB_PREF."debtor_trans.due_date < '$today'
  93                                 AND (round(abs(".TB_PREF."debtor_trans.ov_amount + "
  94                                 .TB_PREF."debtor_trans.ov_gst + ".TB_PREF."debtor_trans.ov_freight + "
  95                                 .TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount) - ".TB_PREF."debtor_trans.alloc,6) > 0) ";
  96         }
  97         }else
  98         {
  99             $sql .= " AND ".TB_PREF."debtor_trans.type != 13 ";
 100         }
 101
 102
 103         if (!check_value('showSettled'))
 104         {
 105                 $sql .= " AND (round(abs(".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
 106                 .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + "
 107                 .TB_PREF."debtor_trans.ov_discount) - ".TB_PREF."debtor_trans.alloc,6) != 0) ";
 108         }
 109
 110     $sql .= " ORDER BY ".TB_PREF."debtor_trans.tran_date";
 111
 112     return db_query($sql,"No transactions were returned");
 113 }
 114
 115 //------------------------------------------------------------------------------------------------
 116
 117 $result = get_transactions();
 118
 119 if (db_num_rows($result) == 0)
 120 {
 121         display_note(_("The selected customer has no transactions for the given dates."), 1, 1);
 122         end_page();
 123         exit;
 124 }
 125
 126 //------------------------------------------------------------------------------------------------
 127
 128 start_table("$table_style width='80%'");
 129
 130 if ($_POST['customer_id'] == reserved_words::get_all())
 131         $th = array(_("Type"), _("Number"), _("Reference"), _("Order"), _("Date"), _("Due Date"),
 132                 _("Customer"), _("Currency"), _("Debit"), _("Credit"), _("Allocated"), _("Balance"), "");
 133 else
 134         $th = array(_("Type"), _("Number"), _("Reference"), _("Order"), _("Date"), _("Due Date"),
 135                 _("Debit"), _("Credit"), _("Allocated"), _("Balance"), "");
 136
 137 table_header($th);
 138
 139
 140 $j = 1;
 141 $k = 0; //row colour counter
 142 $over_due = false;
 143 while ($myrow = db_fetch($result))
 144 {
 145
 146         if ($myrow['OverDue'] == 1 && (abs($myrow["TotalAmount"]) - $myrow["Allocated"] != 0))
 147         {
 148                 start_row("class='overduebg'");
 149                 $over_due = true;
 150         }
 151         else
 152                 alt_table_row_color($k);
 153
 154         $date = sql2date($myrow["tran_date"]);
 155
 156         if ($myrow["order_"] > 0)
 157                 $preview_order_str = get_customer_trans_view_str(systypes::sales_order(), $myrow["order_"]);
 158         else
 159                 $preview_order_str = "";
 160
 161         $allocations_str = "";
 162
 163         $allocations = "<a href='$path_to_root/sales/allocations/customer_allocate.php?trans_no=" . $myrow["trans_no"] ."&trans_type=" . $myrow["type"] ."'>" . _("Allocation") . "</a>";
 164
 165         $due_date_str = "";
 166
 167         if ($myrow["type"] == 10)
 168                 $due_date_str = sql2date($myrow["due_date"]);
 169         elseif ($myrow["type"] == 11 && $myrow['TotalAmount'] > 0)
 170         {
 171                 /*its a credit note which could have an allocation */
 172                 $allocations_str = $allocations;
 173
 174         }
 175         elseif (($myrow["type"] == systypes::cust_payment() || $myrow["type"] == systypes::bank_deposit()) &&
 176                 ($myrow['TotalAmount'] - $myrow['Allocated']) > 0)
 177         {
 178                 /*its a receipt  which could have an allocation*/
 179                 $allocations_str = $allocations;
 180
 181         }
 182         elseif ($myrow["type"] == systypes::cust_payment() && $myrow['TotalAmount'] < 0)
 183         {
 184                 /*its a negative receipt */
 185         }
 186
 187         label_cell(systypes::name($myrow["type"]));
 188         label_cell(get_trans_view_str($myrow["type"], $myrow["trans_no"]));
 189         label_cell($myrow["reference"]);
 190         label_cell($preview_order_str);
 191         label_cell(sql2date($myrow["tran_date"]), "nowrap");
 192         label_cell($due_date_str, "nowrap");
 193         if ($_POST['customer_id'] == reserved_words::get_all())
 194         {
 195                 label_cell($myrow["CustName"]);
 196                 label_cell($myrow["CustCurrCode"]);
 197         }
 198         display_debit_or_credit_cells(
 199             $myrow['type']==11 || $myrow['type']==12 || $myrow['type']==2 ?
 200                 -$myrow["TotalAmount"] : $myrow["TotalAmount"]);
 201         amount_cell(abs($myrow["Allocated"]));
 202         amount_cell(abs($myrow["TotalAmount"]) - $myrow["Allocated"]);
 203         label_cell($allocations_str);
 204
 205
 206         end_row();
 207
 208         $j++;
 209         If ($j == 12)
 210         {
 211                 $j = 1;
 212                 table_header($th);
 213         }
 214 //end of page full new headings if
 215 }
 216 //end of while loop
 217
 218 end_table(1);
 219 if ($over_due)
 220         display_note(_("Marked items are overdue."), 0, 1, "class='overduefg'");
 221
 222 end_page();
 223
 224 ?>