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