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     $sql = "SELECT ".TB_PREF."debtor_trans.*,
  95                 ".TB_PREF."debtors_master.name AS CustName, ".TB_PREF."debtors_master.curr_code AS CustCurrCode,
  96                 (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
  97                 .TB_PREF."debtor_trans.ov_freight + ".TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_discount)
  98                 AS TotalAmount, ".TB_PREF."debtor_trans.alloc AS Allocated,
  99                 ((".TB_PREF."debtor_trans.type = 10)
 100                         AND ".TB_PREF."debtor_trans.due_date < '" . date2sql(Today()) . "') AS OverDue
 101                 FROM ".TB_PREF."debtor_trans, ".TB_PREF."debtors_master
 102                 WHERE ".TB_PREF."debtors_master.debtor_no = ".TB_PREF."debtor_trans.debtor_no
 103                         AND ".TB_PREF."debtor_trans.tran_date >= '$date_after'
 104                         AND ".TB_PREF."debtor_trans.tran_date <= '$date_to'";
 105
 106         if ($_POST['customer_id'] != reserved_words::get_all())
 107                 $sql .= " AND ".TB_PREF."debtor_trans.debtor_no = '" . $_POST['customer_id'] . "'";
 108
 109         if ($_POST['filterType'] != reserved_words::get_all())
 110         {
 111                 if ($_POST['filterType'] == '1')
 112                 {
 113                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10 OR ".TB_PREF."debtor_trans.type = 1) ";
 114                 }
 115                 elseif ($_POST['filterType'] == '2')
 116                 {
 117                         $sql .= " AND (".TB_PREF."debtor_trans.type = 10) ";
 118                 }
 119                 elseif ($_POST['filterType'] == '3')
 120                 {
 121                         $sql .= " AND (".TB_PREF."debtor_trans.type = " . systypes::cust_payment() . " OR ".TB_PREF."debtor_trans.type = 2) ";
 122                 }
 123                 elseif ($_POST['filterType'] == '4')
 124                 {
 125                         $sql .= " AND ".TB_PREF."debtor_trans.type = 11 ";
 126                 }
 127                 elseif ($_POST['filterType'] == '5')
 128                 {
 129                         $sql .= " AND ".TB_PREF."debtor_trans.type = 13 ";
 130                 }
 131
 132         if ($_POST['filterType'] == '2')
 133         {
 134                 $today =  date2sql(Today());
 135                 $sql .= " AND ".TB_PREF."debtor_trans.due_date < '$today'
 136                                 AND (".TB_PREF."debtor_trans.ov_amount + ".TB_PREF."debtor_trans.ov_gst + "
 137                                 .TB_PREF."debtor_trans.ov_freight_tax + ".TB_PREF."debtor_trans.ov_freight + "
 138                                 .TB_PREF."debtor_trans.ov_discount - ".TB_PREF."debtor_trans.alloc > 0) ";
 139         }
 140         }
 141
 142     $sql .= " ORDER BY ".TB_PREF."debtor_trans.tran_date DESC,
 143           ".TB_PREF."debtor_trans.type,".TB_PREF."debtor_trans.trans_no ";
 144
 145     return db_query($sql,"No transactions were returned");
 146 }
 147
 148 //------------------------------------------------------------------------------------------------
 149
 150 div_start('totals_tbl');
 151 if ($_POST['customer_id'] != "" && $_POST['customer_id'] != reserved_words::get_all())
 152 {
 153         $customer_record = get_customer_details($_POST['customer_id']);
 154     display_customer_summary($customer_record);
 155     echo "<br>";
 156 }
 157 div_end();
 158 //------------------------------------------------------------------------------------------------
 159
 160 $result = get_transactions();
 161
 162 //------------------------------------------------------------------------------------------------
 163 if(get_post('RefreshInquiry'))
 164 {
 165         $Ajax->activate('trans_tbl');
 166         $Ajax->activate('totals_tbl');
 167 }
 168 //------------------------------------------------------------------------------------------------
 169 print_hidden_script(10);
 170
 171 div_start('trans_tbl');
 172 if (db_num_rows($result) == 0)
 173 {
 174         display_note(_("The selected customer has no transactions for the given dates."), 0, 2);
 175 } else {
 176
 177         start_table("$table_style width='80%'");
 178
 179         $th = array(_("Type"), _("#"), _("Order"), _("Reference"), _("Date"), _("Due Date"),
 180                 _("Customer"), _("Branch"), _("Currency"), _("Debit"), _("Credit"), "", "","","");
 181
 182         if ($_POST['customer_id'] != reserved_words::get_all()) {
 183           unset($th[6], $th[8]);
 184         }
 185
 186         table_header($th);
 187
 188
 189         $j = 1;
 190         $k = 0; //row colour counter
 191         $over_due = false;
 192         while ($myrow = db_fetch($result))
 193         {
 194
 195         if ($myrow['OverDue'] == 1)
 196         {
 197                 start_row("class='overduebg'");
 198                 $over_due = true;
 199         }
 200         else
 201                 alt_table_row_color($k);
 202
 203         $edit_page='';
 204         $due_date_str = '';
 205         $credit_me_str = '';
 206
 207         switch($myrow['type']) {
 208          case 10:
 209                 $due_date_str = sql2date($myrow["due_date"]);
 210                         /*Show a link to allow an invoice to be credited */
 211                     // only allow crediting if it's not been totally allocated
 212                 if ($myrow["TotalAmount"] - $myrow["Allocated"] > 0)
 213                         $credit_me_str = "<a href='$path_to_root/sales/customer_credit_invoice.php?InvoiceNumber=" . $myrow["trans_no"] . "'>" . _("Credit This") . "</a>";
 214                 $edit_page= $path_to_root.'/sales/customer_invoice.php?ModifyInvoice='
 215                                         . $myrow['trans_no'];
 216                 break;
 217
 218          case 11:
 219                 if ($myrow['order_']==0) // free-hand credit note
 220                     $edit_page= $path_to_root.'/sales/credit_note_entry.php?ModifyCredit='
 221                                         . $myrow['trans_no'];
 222                 else    // credit invoice
 223                     $edit_page= $path_to_root.'/sales/customer_credit_invoice.php?ModifyCredit='
 224                                         . $myrow['trans_no'];
 225                 break;
 226
 227          case 13:
 228                 $edit_page= $path_to_root.'/sales/customer_delivery.php?ModifyDelivery='
 229                                         . $myrow['trans_no']; break;
 230         }
 231
 232         $date = sql2date($myrow["tran_date"]);
 233
 234         if ($myrow["order_"] > 0)
 235                 $preview_order_str = get_customer_trans_view_str(systypes::sales_order(), $myrow["order_"]);
 236         else
 237                 $preview_order_str = "";
 238
 239         $gl_trans_str = get_gl_view_str_cell($myrow["type"], $myrow["trans_no"]);
 240
 241         $branch_name = "";
 242         if ($myrow["branch_code"] > 0)
 243         {
 244                 $branch_name = get_branch_name($myrow["branch_code"]);
 245         }
 246
 247         $preview_trans_str = get_trans_view_str($myrow["type"], $myrow["trans_no"]);
 248
 249         label_cell(systypes::name($myrow["type"]));
 250
 251         label_cell($preview_trans_str);
 252         label_cell($preview_order_str);
 253         label_cell($myrow["reference"]);
 254         label_cell($date, "nowrap");
 255         label_cell($due_date_str, "nowrap");
 256         if ($_POST['customer_id'] == reserved_words::get_all())
 257                 label_cell($myrow["CustName"]);
 258         label_cell($branch_name);
 259         if ($_POST['customer_id'] == reserved_words::get_all())
 260                 label_cell($myrow["CustCurrCode"]);
 261         display_debit_or_credit_cells(
 262             $myrow['type']==11 || $myrow['type']==12 || $myrow['type']==2 ?
 263                 -$myrow["TotalAmount"] : $myrow["TotalAmount"]);
 264
 265         echo $gl_trans_str;
 266
 267         label_cell($edit_page=='' ? '' :        "<a href='$edit_page'>" . _('Edit') . '</a>');
 268         if ($myrow['type'] == 10 || $myrow['type'] == 11)
 269                 label_cell(print_document_link($myrow['trans_no'], _("Print"), true, $myrow['type']));
 270         else
 271                 label_cell("");
 272
 273         if ($credit_me_str != "")
 274                 label_cell($credit_me_str, "nowrap");
 275         else
 276                 label_cell('');
 277         end_row();
 278
 279                 $j++;
 280                 if ($j == 12)
 281                 {
 282                         $j = 1;
 283                         table_header($th);
 284                 } //end of page full new headings if
 285         } //end of transaction while loop
 286
 287         end_table(1);
 288
 289         if ($over_due)
 290                 display_note(_("Marked items are overdue."), 0, 1, "class='overduefg'");
 291 }
 292 div_end();
 293 end_page();
 294
 295 ?>