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         $_POST['customer_id'] = get_global_customer();
  30
  31 start_table("class='tablestyle_noborder'");
  32 start_row();
  33
  34 customer_list_cells(_("Select a customer: "), 'customer_id', null, true);
  35
  36 date_cells(_("From:"), 'TransAfterDate', '', null, -30);
  37 date_cells(_("To:"), 'TransToDate', '', null, 1);
  38
  39 if (!isset($_POST['filterType']))
  40         $_POST['filterType'] = 0;
  41
  42 cust_allocations_list_cells(null, 'filterType', $_POST['filterType'], true);
  43
  44 submit_cells('RefreshInquiry', _("Search"),'',_('Refresh Inquiry'), true);
  45 end_row();
  46 end_table();
  47
  48 end_form();
  49
  50 set_global_customer($_POST['customer_id']);
  51
  52 //------------------------------------------------------------------------------------------------
  53
  54 function display_customer_summary($customer_record)
  55 {
  56         global $table_style;
  57
  58         $past1 = get_company_pref('past_due_days');
  59         $past2 = 2 * $past1;
  60     if ($customer_record["dissallow_invoices"] != 0)
  61     {
  62         echo "<center><font color=red size=4><b>" . _("CUSTOMER ACCOUNT IS ON HOLD") . "</font></b></center>";
  63     }
  64
  65         $nowdue = "1-" . $past1 . " " . _('Days');
  66         $pastdue1 = $past1 + 1 . "-" . $past2 . " " . _('Days');
  67         $pastdue2 = _('Over') . " " . $past2 . " " . _('Days');
  68
  69     start_table("width=80% $table_style");
  70     $th = array(_("Currency"), _("Terms"), _("Current"), $nowdue,
  71         $pastdue1, $pastdue2, _("Total Balance"));
  72     table_header($th);
  73
  74         start_row();
  75     label_cell($customer_record["curr_code"]);
  76     label_cell($customer_record["terms"]);
  77         amount_cell($customer_record["Balance"] - $customer_record["Due"]);
  78         amount_cell($customer_record["Due"] - $customer_record["Overdue1"]);
  79         amount_cell($customer_record["Overdue1"] - $customer_record["Overdue2"]);
  80         amount_cell($customer_record["Overdue2"]);
  81         amount_cell($customer_record["Balance"]);
  82         end_row();
  83
  84         end_table();;
  85 }
  86
  87 //------------------------------------------------------------------------------------------------
  88
  89 function get_transactions()
  90 {
  91     $date_after = date2sql($_POST['TransAfterDate']);
  92     $date_to = date2sql($_POST['TransToDate']);
  93
  94     $sql = "SELECT ".TB_PREF."debtor_trans.*,
  95                 ".TB_PREF."debtors_master.name AS CustName, ".TB_PREF."debtors_master.curr_code AS CustCurrCode,
  96                 (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
  97                 .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount)
  98                 AS TotalAmount, ".TB_PREF."debtor_trans.alloc AS Allocated,
  99                 ((".TB_PREF."debtor_trans.type = 10)
 100                         AND (".TB_PREF."debtor_trans.due_date < '" . date2sql(Today()) . "')
 101                         AND ((".TB_PREF."debtor_trans.ov_amount + "
 102                           .TB_PREF."debtor_trans.ov_gst + "
 103                           .TB_PREF."debtor_trans.ov_freight )>".TB_PREF."debtor_trans.alloc
 104                 )) AS OverDue
 105                 FROM ".TB_PREF."debtor_trans, ".TB_PREF."debtors_master
 106                 WHERE ".TB_PREF."debtors_master.debtor_no = ".TB_PREF."debtor_trans.debtor_no
 107                         AND ".TB_PREF."debtor_trans.tran_date >= '$date_after'
 108                         AND ".TB_PREF."debtor_trans.tran_date <= '$date_to'";
 109
 110         if ($_POST['customer_id'] != reserved_words::get_all())
 111                 $sql .= " AND ".TB_PREF."debtor_trans.debtor_no = '" . $_POST['customer_id'] . "'";
 112
 113         if ($_POST['filterType'] != reserved_words::get_all())
 114         {
 115                 if ($_POST['filterType'] == '1')
 116                 {
 117                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10 OR ".TB_PREF."debtor_trans.type = 1) ";
 118                 }
 119                 elseif ($_POST['filterType'] == '2')
 120                 {
 121                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10) ";
 122                 }
 123                 elseif ($_POST['filterType'] == '3')
 124                 {
 125                         $sql .= " AND (".TB_PREF."debtor_trans.type = " . systypes::cust_payment() . " OR ".TB_PREF."debtor_trans.type = 2) ";
 126                 }
 127                 elseif ($_POST['filterType'] == '4')
 128                 {
 129                         $sql .= " AND ".TB_PREF."debtor_trans.type = 11 ";
 130                 }
 131                 elseif ($_POST['filterType'] == '5')
 132                 {
 133                         $sql .= " AND ".TB_PREF."debtor_trans.type = 13 ";
 134                 }
 135
 136         if ($_POST['filterType'] == '2')
 137         {
 138                 $today =  date2sql(Today());
 139                 $sql .= " AND ".TB_PREF."debtor_trans.due_date < '$today'
 140                                 AND (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
 141                                 .TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_freight + "
 142                                 .TB_PREF."debtor_trans.ov_discount - ".TB_PREF."debtor_trans.alloc > 0) ";
 143         }
 144         }
 145
 146     $sql .= " ORDER BY ".TB_PREF."debtor_trans.tran_date DESC,
 147           ".TB_PREF."debtor_trans.type,".TB_PREF."debtor_trans.trans_no ";
 148
 149     return db_query($sql,"No transactions were returned");
 150 }
 151
 152 //------------------------------------------------------------------------------------------------
 153
 154 div_start('totals_tbl');
 155 if ($_POST['customer_id'] != "" && $_POST['customer_id'] != reserved_words::get_all())
 156 {
 157         $customer_record = get_customer_details($_POST['customer_id'], $_POST['TransToDate']);
 158     display_customer_summary($customer_record);
 159     echo "<br>";
 160 }
 161 div_end();
 162 //------------------------------------------------------------------------------------------------
 163
 164 $result = get_transactions();
 165
 166 //------------------------------------------------------------------------------------------------
 167 if(get_post('RefreshInquiry'))
 168 {
 169         $Ajax->activate('trans_tbl');
 170         $Ajax->activate('totals_tbl');
 171 }
 172 //------------------------------------------------------------------------------------------------
 173 print_hidden_script(10);
 174
 175 div_start('trans_tbl');
 176 if (db_num_rows($result) == 0)
 177 {
 178         display_note(_("The selected customer has no transactions for the given dates."), 0, 2);
 179 } else {
 180
 181         start_table("$table_style width='80%'");
 182
 183         $th = array(_("Type"), _("#"), _("Order"), _("Reference"), _("Date"), _("Due Date"),
 184                 _("Customer"), _("Branch"), _("Currency"), _("Debit"), _("Credit"), "", "","","");
 185
 186         if ($_POST['customer_id'] != reserved_words::get_all()) {
 187           unset($th[6], $th[8]);
 188         }
 189
 190         table_header($th);
 191
 192
 193         $j = 1;
 194         $k = 0; //row colour counter
 195         $over_due = false;
 196         while ($myrow = db_fetch($result))
 197         {
 198
 199         if ($myrow['OverDue'] == 1)
 200         {
 201                 start_row("class='overduebg'");
 202                 $over_due = true;
 203         }
 204         else
 205                 alt_table_row_color($k);
 206
 207         $edit_page='';
 208         $due_date_str = '';
 209         $credit_me_str = '';
 210
 211         switch($myrow['type']) {
 212          case 10:
 213                 $due_date_str = sql2date($myrow["due_date"]);
 214                         /*Show a link to allow an invoice to be credited */
 215                     // only allow crediting if it's not been totally allocated
 216                 if ($myrow["TotalAmount"] - $myrow["Allocated"] > 0)
 217                         $credit_me_str = "<a href='$path_to_root/sales/customer_credit_invoice.php?InvoiceNumber=" . $myrow["trans_no"] . "'>" . _("Credit This") . "</a>";
 218                 if (get_voided_entry(10, $myrow["trans_no"]) === false && $myrow['Allocated'] == 0) // 2008-11-19 Joe Hunt
 219                         $edit_page= $path_to_root.'/sales/customer_invoice.php?ModifyInvoice='
 220                                         . $myrow['trans_no'];
 221                 break;
 222
 223          case 11:
 224                 if (get_voided_entry(11, $myrow["trans_no"]) === false && $myrow['Allocated'] == 0) // 2008-11-19 Joe Hunt
 225                 {
 226                         if ($myrow['order_']==0) // free-hand credit note
 227                             $edit_page= $path_to_root.'/sales/credit_note_entry.php?ModifyCredit='
 228                                         . $myrow['trans_no'];
 229                         else    // credit invoice
 230                             $edit_page= $path_to_root.'/sales/customer_credit_invoice.php?ModifyCredit='
 231                                         . $myrow['trans_no'];
 232                 }
 233                 break;
 234
 235          case 13:
 236                 if (get_voided_entry(13, $myrow["trans_no"]) === false)
 237                         $edit_page= $path_to_root.'/sales/customer_delivery.php?ModifyDelivery='
 238                                         . $myrow['trans_no'];
 239                 break;
 240         }
 241
 242         $date = sql2date($myrow["tran_date"]);
 243
 244         if ($myrow["order_"] > 0)
 245                 $preview_order_str = get_customer_trans_view_str(systypes::sales_order(), $myrow["order_"]);
 246         else
 247                 $preview_order_str = "";
 248
 249         $gl_trans_str = get_gl_view_str_cell($myrow["type"], $myrow["trans_no"]);
 250
 251         $branch_name = "";
 252         if ($myrow["branch_code"] > 0)
 253         {
 254                 $branch_name = get_branch_name($myrow["branch_code"]);
 255         }
 256
 257         $preview_trans_str = get_trans_view_str($myrow["type"], $myrow["trans_no"]);
 258
 259         label_cell(systypes::name($myrow["type"]));
 260
 261         label_cell($preview_trans_str);
 262         label_cell($preview_order_str);
 263         label_cell($myrow["reference"]);
 264         label_cell($date, "nowrap");
 265         label_cell($due_date_str, "nowrap");
 266         if ($_POST['customer_id'] == reserved_words::get_all())
 267                 label_cell($myrow["CustName"]);
 268         label_cell($branch_name);
 269         if ($_POST['customer_id'] == reserved_words::get_all())
 270                 label_cell($myrow["CustCurrCode"]);
 271         display_debit_or_credit_cells(
 272             $myrow['type']==11 || $myrow['type']==12 || $myrow['type']==2 ?
 273                 -$myrow["TotalAmount"] : $myrow["TotalAmount"]);
 274
 275         echo $gl_trans_str;
 276
 277         label_cell($edit_page=='' ? '' :        "<a href='$edit_page'>" . _('Edit') . '</a>');
 278         if ($myrow['type'] == 10 || $myrow['type'] == 11)
 279                 label_cell(print_document_link($myrow['trans_no'], _("Print"), true, $myrow['type']));
 280         else
 281                 label_cell("");
 282
 283         if ($credit_me_str != "")
 284                 label_cell($credit_me_str, "nowrap");
 285         else
 286                 label_cell('');
 287         end_row();
 288
 289                 $j++;
 290                 if ($j == 12)
 291                 {
 292                         $j = 1;
 293                         table_header($th);
 294                 } //end of page full new headings if
 295         } //end of transaction while loop
 296
 297         end_table(1);
 298
 299         if ($over_due)
 300                 display_note(_("Marked items are overdue."), 0, 1, "class='overduefg'");
 301 }
 302 div_end();
 303 end_page();
 304
 305 ?>