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     $sql = "SELECT ".TB_PREF."debtor_trans.*,
  93                 ".TB_PREF."debtors_master.name AS CustName, ".TB_PREF."debtors_master.curr_code AS CustCurrCode,
  94                 (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + ".TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_discount)
  95                 AS TotalAmount, ".TB_PREF."debtor_trans.alloc AS Allocated,
  96                 ((".TB_PREF."debtor_trans.type = 10)
  97                         AND (".TB_PREF."debtor_trans.due_date < '" . date2sql(Today()) . "')
  98                         AND ((".TB_PREF."debtor_trans.ov_amount + "
  99                           .TB_PREF."debtor_trans.ov_gst + "
 100                           .TB_PREF."debtor_trans.ov_freight )>".TB_PREF."debtor_trans.alloc
 101                 )) AS OverDue
 102                 FROM ".TB_PREF."debtor_trans, ".TB_PREF."debtors_master
 103                 WHERE ".TB_PREF."debtors_master.debtor_no = ".TB_PREF."debtor_trans.debtor_no
 104                         AND ".TB_PREF."debtor_trans.tran_date >= '$date_after'
 105                         AND ".TB_PREF."debtor_trans.tran_date <= '$date_to'";
 106
 107         if ($_POST['customer_id'] != reserved_words::get_all())
 108                 $sql .= " AND ".TB_PREF."debtor_trans.debtor_no = '" . $_POST['customer_id'] . "'";
 109
 110         if ($_POST['filterType'] != reserved_words::get_all())
 111         {
 112                 if ($_POST['filterType'] == '1')
 113                 {
 114                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10 OR ".TB_PREF."debtor_trans.type = 1) ";
 115                 }
 116                 elseif ($_POST['filterType'] == '2')
 117                 {
 118                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10) ";
 119                 }
 120                 elseif ($_POST['filterType'] == '3')
 121                 {
 122                         $sql .= " AND (".TB_PREF."debtor_trans.type = " . systypes::cust_payment() . " OR ".TB_PREF."debtor_trans.type = 2) ";
 123                 }
 124                 elseif ($_POST['filterType'] == '4')
 125                 {
 126                         $sql .= " AND ".TB_PREF."debtor_trans.type = 11 ";
 127                 }
 128
 129         if ($_POST['filterType'] == '2')
 130         {
 131                 $today =  date2sql(Today());
 132                 $sql .= " AND ".TB_PREF."debtor_trans.due_date < '$today'
 133                                 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) ";
 134         }
 135         }
 136
 137     $sql .= " ORDER BY ".TB_PREF."debtor_trans.tran_date";
 138
 139     return db_query($sql,"No transactions were returned");
 140 }
 141
 142 //------------------------------------------------------------------------------------------------
 143
 144 if (($_POST['customer_id'] != "") && ($_POST['customer_id'] != reserved_words::get_all()))
 145 {
 146         $customer_record = get_customer_details($_POST['customer_id']);
 147     display_customer_summary($customer_record);
 148     echo "<br>";
 149 }
 150
 151 //------------------------------------------------------------------------------------------------
 152
 153 $result = get_transactions();
 154
 155 if (db_num_rows($result) == 0)
 156 {
 157         display_note(_("The selected customer has no transactions for the given dates."), 0, 2);
 158         end_page();
 159         exit;
 160 }
 161
 162 //------------------------------------------------------------------------------------------------
 163
 164 start_table("$table_style width='80%'");
 165
 166 if ($_POST['customer_id'] == reserved_words::get_all())
 167         $th = array(_("Type"), _("#"), _("Order"), _("Reference"), _("Date"), _("Due Date"),
 168                 _("Customer"), _("Branch"), _("Currency"), _("Debit"), _("Credit"), "", "");
 169 else
 170         $th = array(_("Type"), _("#"), _("Order"), _("Reference"), _("Date"), _("Due Date"),
 171                 _("Branch"), _("Debit"), _("Credit"), "", "");
 172 table_header($th);
 173
 174
 175 $j = 1;
 176 $k = 0; //row colour counter
 177 $over_due = false;
 178 while ($myrow = db_fetch($result))
 179 {
 180
 181         if ($myrow['OverDue'] == 1)
 182         {
 183                 start_row("class='overduebg'");
 184                 $over_due = true;
 185         }
 186         else
 187                 alt_table_row_color($k);
 188
 189         $date = sql2date($myrow["tran_date"]);
 190
 191         if ($myrow["order_"] > 0)
 192                 $preview_order_str = get_customer_trans_view_str(systypes::sales_order(), $myrow["order_"]);
 193         else
 194                 $preview_order_str = "";
 195
 196         $gl_trans_str = get_gl_view_str_cell($myrow["type"], $myrow["trans_no"]);
 197
 198         $credit_me_str = "";
 199
 200         $credit_invoice_str = "<a href='$path_to_root/sales/customer_credit_invoice.php?InvoiceNumber=" . $myrow["trans_no"] . "'>" . _("Credit This") . "</a>";
 201
 202         $due_date_str = "";
 203
 204         if ($myrow["type"] == 10)
 205                 $due_date_str = sql2date($myrow["due_date"]);
 206
 207         if ($myrow["type"] == 10)
 208         {
 209                 /*Show a link to allow an invoice to be credited */
 210                 // only allow crediting if it's not been totally allocated
 211                 if ($myrow["TotalAmount"] - $myrow["Allocated"] > 0)
 212                         $credit_me_str = $credit_invoice_str;
 213         }
 214
 215         $branch_name = "";
 216         if ($myrow["branch_code"] > 0)
 217         {
 218                 $branch_name = get_branch_name($myrow["branch_code"]);
 219         }
 220
 221         $preview_trans_str = get_trans_view_str($myrow["type"], $myrow["trans_no"]);
 222
 223         label_cell(systypes::name($myrow["type"]));
 224
 225         label_cell($preview_trans_str);
 226         label_cell($preview_order_str);
 227         label_cell($myrow["reference"]);
 228         label_cell($date, "nowrap");
 229         label_cell($due_date_str, "nowrap");
 230         if ($_POST['customer_id'] == reserved_words::get_all())
 231                 label_cell($myrow["CustName"]);
 232         label_cell($branch_name);
 233         if ($_POST['customer_id'] == reserved_words::get_all())
 234                 label_cell($myrow["CustCurrCode"]);
 235         display_debit_or_credit_cells($myrow["TotalAmount"]);
 236         echo $gl_trans_str;
 237         if ($credit_me_str != "")
 238                 label_cell($credit_me_str, "nowrap");
 239
 240
 241         end_row();
 242
 243         $j++;
 244         If ($j == 12)
 245         {
 246                 $j = 1;
 247                 table_header($th);
 248         }
 249 //end of page full new headings if
 250 }
 251 //end of while loop
 252
 253 end_table(1);
 254
 255 if ($over_due)
 256         display_note(_("Marked items are overdue."), 0, 1, "class='overduefg'");
 257
 258 end_page();
 259
 260 ?>