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Feature #242

open

Inter Branch Report

Added by Anil KV almost 2 years ago. Updated 22 days ago.

Status:
New Changes
Priority:
Normal
Assignee:
Shilpa Pavithran
Target version:
22.12
Start date:
07/09/2023
Due date:
% Done:

50%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Inter Branch Report
Tested By:
Arathy PS
Code Reviewed By:
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Description

Coding Inter Branch Report

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 #1

Updated by Anil KV over 1 year ago

Solutions

1) GUI Changes
-Currency - Default Empty - Add BASE1(***),BASE2(***), All currency code
-Add status - like Ledger stmt
2) SQL
SELECT tr.dat_transaction
       --...
FROM transaction.tbl_transaction tr
    LEFT JOIN document.tbl_documents doc
        ON tr.fk_documents_id = doc.pk_documents_id
WHERE tr.sin_posting_status = 1
    AND tr.sin_transaction_status = 1
    AND tr.sin_document_status = 1
    AND tr.sin_posting_type != 4 
    AND tr.fk_ledger_id = 1 -- Input To branche Control account id
    AND doc.fk_branch_id IN (1, 2) -- Input from branches
    AND tr.dat_transaction BETWEEN '2023-09-01' AND '2023-09-30'
ORDER BY tr.dat_transaction;
*Input currency base amount choose

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 #2

Updated by Anil KV over 1 year ago

  • Status changed from New to Open
  • % Done changed from 0 to 10
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 #3

Updated by Anil KV over 1 year ago

  • Assignee changed from travvise Admin to Vivekp V
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 #4

Updated by Anil KV about 1 year ago

  • Status changed from Open to Ready for Coding
  • % Done changed from 10 to 20
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 #5

Updated by Junaid M 9 months ago

  • Assignee changed from Vivekp V to Meljo Sunny
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 #6

Updated by Meljo Sunny 9 months ago

  • Status changed from Ready for Coding to Coding Started
  • % Done changed from 20 to 30
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 #7

Updated by Meljo Sunny 9 months ago

  • Status changed from Coding Started to Coding Done
  • % Done changed from 30 to 60
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 #8

Updated by Arathy PS 8 months ago

  • Status changed from Coding Done to Testing Started
  • Tested By set to Arathy PS
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 #9

Updated by Arathy PS 8 months ago

  • Status changed from Testing Started to Reopen Bugs
  • % Done changed from 60 to 50

Issue Found:
1)Currency value not changing as we change base currency
2)After clicking print input field in UI gets enabled

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 #10

Updated by Meljo Sunny 8 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #11

Updated by Arathy PS 22 days ago

  • Assignee changed from Meljo Sunny to Shilpa Pavithran
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 #12

Updated by Arathy PS 22 days ago

  • Status changed from Reopen Bugs Coding Done to New Changes
  • % Done changed from 70 to 50

NEW CHANGES
---------------------------------

Inter Branch Report -> Assign Shilpa
===================
->Rename 'From Branch*' to 'Branch' 
-And Select box
->'To Branch' - Multi-Selection
->Branch Wise Grouping(Branch ac base finding branch-Branch master )
->'To Branch*' need multi-selection
->Group wise total need
-Total label 'Pay' or 'Receive'(-ve balance)
=>List
-Add 'OB' Column before 'Debit'
-Rename 'Debit' to 'Pay(Dr)'
-Rename 'Credit' to 'Receive(Cr)'
*Swap the columns 
-Settled and Outstanding Column -> +ve(Cr) or -ve(Dr)
-> Add 'Matched' and 'Outstanding' Checkboxes - Checkboxes - like Ledger stmt

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