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