sales/inquiry/customer_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 include_once($path_to_root . "/reporting/includes/reporting.inc");
  10
  11 $js = "";
  12 if ($use_popup_windows)
  13         $js .= get_js_open_window(900, 500);
  14 if ($use_date_picker)
  15         $js .= get_js_date_picker();
  16 page(_("Customer Transactions"), false, false, "", $js);
  17
  18
  19 if (isset($_GET['customer_id']))
  20 {
  21         $_POST['customer_id'] = $_GET['customer_id'];
  22 }
  23
  24 //------------------------------------------------------------------------------------------------
  25
  26 start_form();
  27
  28 if (!isset($_POST['customer_id']))
  29         $_POST['customer_id'] = get_global_customer();
  30
  31 start_table("class='tablestyle_noborder'");
  32
  33 customer_list_cells(_("Select a customer: "), 'customer_id', $_POST['customer_id'], true);
  34
  35 date_cells(_("From:"), 'TransAfterDate', null, -30);
  36 date_cells(_("To:"), 'TransToDate', null, 1);
  37
  38 if (!isset($_POST['filterType']))
  39         $_POST['filterType'] = 0;
  40
  41 cust_allocations_list_cells(null, 'filterType', $_POST['filterType'], true);
  42
  43 submit_cells('Refresh Inquiry', _("Search"));
  44
  45 end_table();
  46
  47 end_form();
  48
  49 set_global_customer($_POST['customer_id']);
  50
  51 //------------------------------------------------------------------------------------------------
  52
  53 function display_customer_summary($customer_record)
  54 {
  55         global $table_style;
  56
  57         $past1 = get_company_pref('past_due_days');
  58         $past2 = 2 * $past1;
  59     if ($customer_record["dissallow_invoices"] != 0)
  60     {
  61         echo "<center><font color=red size=4><b>" . _("CUSTOMER ACCOUNT IS ON HOLD") . "</font></b></center>";
  62     }
  63
  64         $nowdue = "1-" . $past1 . " " . _('Days');
  65         $pastdue1 = $past1 + 1 . "-" . $past2 . " " . _('Days');
  66         $pastdue2 = _('Over') . " " . $past2 . " " . _('Days');
  67
  68     start_table("width=80% $table_style");
  69     $th = array(_("Currency"), _("Terms"), _("Current"), $nowdue,
  70         $pastdue1, $pastdue2, _("Total Balance"));
  71     table_header($th);
  72
  73         start_row();
  74     label_cell($customer_record["curr_code"]);
  75     label_cell($customer_record["terms"]);
  76         amount_cell($customer_record["Balance"] - $customer_record["Due"]);
  77         amount_cell($customer_record["Due"] - $customer_record["Overdue1"]);
  78         amount_cell($customer_record["Overdue1"] - $customer_record["Overdue2"]);
  79         amount_cell($customer_record["Overdue2"]);
  80         amount_cell($customer_record["Balance"]);
  81         end_row();
  82
  83         end_table();;
  84 }
  85
  86 //------------------------------------------------------------------------------------------------
  87
  88 function get_transactions()
  89 {
  90     $date_after = date2sql($_POST['TransAfterDate']);
  91     $date_to = date2sql($_POST['TransToDate']);
  92
  93     $sql = "SELECT ".TB_PREF."debtor_trans.*,
  94                 ".TB_PREF."debtors_master.name AS CustName, ".TB_PREF."debtors_master.curr_code AS CustCurrCode,
  95                 (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
  96                 .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount)
  97                 AS TotalAmount, ".TB_PREF."debtor_trans.alloc AS Allocated,
  98                 ((".TB_PREF."debtor_trans.type = 10)
  99                         AND ".TB_PREF."debtor_trans.due_date < '" . date2sql(Today()) . "') AS OverDue
 100                 FROM ".TB_PREF."debtor_trans, ".TB_PREF."debtors_master
 101                 WHERE ".TB_PREF."debtors_master.debtor_no = ".TB_PREF."debtor_trans.debtor_no
 102                         AND ".TB_PREF."debtor_trans.tran_date >= '$date_after'
 103                         AND ".TB_PREF."debtor_trans.tran_date <= '$date_to'";
 104
 105         if ($_POST['customer_id'] != reserved_words::get_all())
 106                 $sql .= " AND ".TB_PREF."debtor_trans.debtor_no = '" . $_POST['customer_id'] . "'";
 107
 108         if ($_POST['filterType'] != reserved_words::get_all())
 109         {
 110                 if ($_POST['filterType'] == '1')
 111                 {
 112                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10 OR ".TB_PREF."debtor_trans.type = 1) ";
 113                 }
 114                 elseif ($_POST['filterType'] == '2')
 115                 {
 116                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10) ";
 117                 }
 118                 elseif ($_POST['filterType'] == '3')
 119                 {
 120                         $sql .= " AND (".TB_PREF."debtor_trans.type = " . systypes::cust_payment() . " OR ".TB_PREF."debtor_trans.type = 2) ";
 121                 }
 122                 elseif ($_POST['filterType'] == '4')
 123                 {
 124                         $sql .= " AND ".TB_PREF."debtor_trans.type = 11 ";
 125                 }
 126                 elseif ($_POST['filterType'] == '5')
 127                 {
 128                         $sql .= " AND ".TB_PREF."debtor_trans.type = 13 ";
 129                 }
 130
 131         if ($_POST['filterType'] == '2')
 132         {
 133                 $today =  date2sql(Today());
 134                 $sql .= " AND ".TB_PREF."debtor_trans.due_date < '$today'
 135                                 AND (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
 136                                 .TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_freight + "
 137                                 .TB_PREF."debtor_trans.ov_discount - ".TB_PREF."debtor_trans.alloc > 0) ";
 138         }
 139         }
 140
 141     $sql .= " ORDER BY ".TB_PREF."debtor_trans.tran_date DESC,
 142           ".TB_PREF."debtor_trans.type,".TB_PREF."debtor_trans.trans_no ";
 143
 144     return db_query($sql,"No transactions were returned");
 145 }
 146
 147 //------------------------------------------------------------------------------------------------
 148
 149 if (($_POST['customer_id'] != "") && ($_POST['customer_id'] != reserved_words::get_all()))
 150 {
 151         $customer_record = get_customer_details($_POST['customer_id']);
 152     display_customer_summary($customer_record);
 153     echo "<br>";
 154 }
 155
 156 //------------------------------------------------------------------------------------------------
 157
 158 $result = get_transactions();
 159
 160 if (db_num_rows($result) == 0)
 161 {
 162         display_note(_("The selected customer has no transactions for the given dates."), 0, 2);
 163         end_page();
 164         exit;
 165 }
 166
 167 //------------------------------------------------------------------------------------------------
 168
 169 start_table("$table_style width='80%'");
 170
 171         $th = array(_("Type"), _("#"), _("Order"), _("Reference"), _("Date"), _("Due Date"),
 172                 _("Customer"), _("Branch"), _("Currency"), _("Debit"), _("Credit"), "", "",""
 173                 /*,"" print */);
 174
 175 if ($_POST['customer_id'] != reserved_words::get_all()) {
 176   unset($th[6], $th[8]);
 177 }
 178
 179 table_header($th);
 180
 181
 182 $j = 1;
 183 $k = 0; //row colour counter
 184 $over_due = false;
 185 while ($myrow = db_fetch($result))
 186 {
 187
 188         if ($myrow['OverDue'] == 1)
 189         {
 190                 start_row("class='overduebg'");
 191                 $over_due = true;
 192         }
 193         else
 194                 alt_table_row_color($k);
 195
 196         $edit_page='';
 197         $due_date_str = '';
 198         $credit_me_str = '';
 199
 200         switch($myrow['type']) {
 201          case 10:
 202                 $due_date_str = sql2date($myrow["due_date"]);
 203                         /*Show a link to allow an invoice to be credited */
 204                     // only allow crediting if it's not been totally allocated
 205                 if ($myrow["TotalAmount"] - $myrow["Allocated"] > 0)
 206                         $credit_me_str = "<a href='$path_to_root/sales/customer_credit_invoice.php?InvoiceNumber=" . $myrow["trans_no"] . "'>" . _("Credit This") . "</a>";
 207                 $edit_page= $path_to_root.'/sales/customer_invoice.php?ModifyInvoice='
 208                                         . $myrow['trans_no'];
 209                 break;
 210
 211          case 11:
 212                 if ($myrow['order_']==0) // free-hand credit note
 213                     $edit_page= $path_to_root.'/sales/credit_note_entry.php?ModifyCredit='
 214                                         . $myrow['trans_no'];
 215                 else    // credit invoice
 216                     $edit_page= $path_to_root.'/sales/customer_credit_invoice.php?ModifyCredit='
 217                                         . $myrow['trans_no'];
 218                 break;
 219
 220          case 13:
 221                 $edit_page= $path_to_root.'/sales/customer_delivery.php?ModifyDelivery='
 222                                         . $myrow['trans_no']; break;
 223         }
 224
 225         $date = sql2date($myrow["tran_date"]);
 226
 227         if ($myrow["order_"] > 0)
 228                 $preview_order_str = get_customer_trans_view_str(systypes::sales_order(), $myrow["order_"]);
 229         else
 230                 $preview_order_str = "";
 231
 232         $gl_trans_str = get_gl_view_str_cell($myrow["type"], $myrow["trans_no"]);
 233
 234 //      $print_str = "<a href='$path_to_root/reporting/print_invoice.php?InvoiceNumber=" . $myrow["trans_no"] . "'>" . _("Print") . "</a>";
 235
 236
 237         $branch_name = "";
 238         if ($myrow["branch_code"] > 0)
 239         {
 240                 $branch_name = get_branch_name($myrow["branch_code"]);
 241         }
 242
 243         $preview_trans_str = get_trans_view_str($myrow["type"], $myrow["trans_no"]);
 244
 245         label_cell(systypes::name($myrow["type"]));
 246
 247         label_cell($preview_trans_str);
 248         label_cell($preview_order_str);
 249         label_cell($myrow["reference"]);
 250         label_cell($date, "nowrap");
 251         label_cell($due_date_str, "nowrap");
 252         if ($_POST['customer_id'] == reserved_words::get_all())
 253                 label_cell($myrow["CustName"]);
 254         label_cell($branch_name);
 255         if ($_POST['customer_id'] == reserved_words::get_all())
 256                 label_cell($myrow["CustCurrCode"]);
 257         display_debit_or_credit_cells(
 258             $myrow['type']==11 || $myrow['type']==12 ?
 259                 -$myrow["TotalAmount"] : $myrow["TotalAmount"]);
 260
 261         echo $gl_trans_str;
 262
 263   label_cell($edit_page=='' ? '' :      "<a href='$edit_page'>" . _('Edit') . '</a>');
 264 //  label_cell(print_document_link($myrow['trans_no'], _("Print")));
 265
 266         if ($credit_me_str != "")
 267                 label_cell($credit_me_str, "nowrap");
 268         else
 269                 label_cell('');
 270
 271 //      if ($myrow["type"] == 10)
 272 //              label_cell($print_str, 'nowrap');
 273 //      else
 274 //              label_cell('');
 275
 276         end_row();
 277
 278         $j++;
 279         if ($j == 12)
 280         {
 281                 $j = 1;
 282                 table_header($th);
 283         } //end of page full new headings if
 284 } //end of transaction while loop
 285
 286 end_table(1);
 287
 288 if ($over_due)
 289         display_note(_("Marked items are overdue."), 0, 1, "class='overduefg'");
 290
 291 end_page();
 292
 293 ?>