Auto Receipt for sales Invoices

Dear Experts,

I want to auto create receipt voucher after the sales Invoices. I add some udf fields to capture cheque relatated information. It should save in the bank allocations. But it doesn't generate auto receipts.

Pls check the codes.


;; Sri Ganeshji : Sri Balaji : Sri Pitreshwarji : Sri Durgaji : Sri Venkateshwara

[System : Formula]

AutoRec for Sales : $$InCreateMode and @@IsReceiptEntry

[#Form : Sales Color]

;;On : Form Accept : @@AutoRecforSales : CALL : Create Receipt Voucher
Add : On : At End : Form Accept : Yes : CALL : Create Receipt Voucher

[Function : Create Receipt Voucher]

001 : Query Box : " Do you want to post \n Receipt voucher for Sales " : Yes : No
002 : If : $$LastResult
003 : CALL : My Voucher Create
004 : END if

[Function : My Voucher Create]


32 : LOG : "Test"
01:NEW OBJECT :Voucher
02: SET VALUE: VoucherTypeName: $$VchTypeReceipt
03: SET VALUE ate : If $IsPostdated then $RDate else $Date
02a : SET : SVViewName: $$SysName:AcctgVchView
04 : SET VALUE : ISPOSTDATED : $IsPostdated
05:SET VALUE :Narration :$Narration
06:SET VALUE :Narration :"For Invoice No: " + $VoucherNumber + " Auto Receipt "

07:INSERT COLLECTION OBJECT : AllLedgerEntries
08:SET VALUE :Ledger Name:$PartyLedgerName
09:SET VALUE :IsDeemedPositive :No
10:SET VALUE :Amount: @@DSDFrightAmt

13:INSERT COLLECTION OBJECT: BillAllocations
14:SET VALUE: Name: $BillName1
15: SET VALUE: BillType: "AgstRef"
16:SET VALUE: Amount: -$BillAmt1
17:SET TARGET: ...

18:INSERT COLLECTION OBJECT : AllLedgerEntries
19:SET VALUE :Ledger Name : $MyBankLedger
20:SET VALUE :IsDeemedPositive :Yes
21:SET VALUE :Amount @DSDFrightAmt

22 : INSERT COLLECTION OBJECT : BankAllocations
22a :SET VALUE: Date: $Date
23:SET VALUE: InstrumentNumber: $CheNumUDf
24: SET VALUE: InstrumentDate: $CheDateUdf
26:SET VALUE: PAYMENTFAVOURING : $PartyLedgerName
27:SET VALUE: Amount: $CheAmountUDf
27:SET TARGET: ...


29a : SET VALUE : PersistedView : ##SVViewName


30:CREATE TARGET
31:RETURN
;;32 : LOG : "Test"


[#Object: Voucher]

BillName1:$$CollectionField:$BillName:1:LedgerEntries
BillAmt1 :$$CollectionField:$BillAmt:1:LedgerEntries


[#Object: LedgerEntry]

BillName: $$CollectionField:$Name:1:BillAllocations
BillAmt : $$CollectionField:$Amount:1:BillAllocations


[System:FOrmula]

DSDFrightAmt: $$FilterAmtTotal:LedgerEntriesSDFrightAmt2:$Amount
DSDFrightAmt2: $$IsGroupSundryDebtors:$Parent:Ledger:$Ledgername
IsReceiptEntry : $IsSalRecipt = "YES"




[#Part: DBLLINE Narration]

Add : Line : After : VCH Narration : Vch Recipt Detail


[Line: Vch Recipt Detail]

Fields : Medium Prompt, IsVchRecpt
Local : Field : Medium Prompt : Set As : "Enter Receipt Details : "
Invisible : Not @@IsSales

[Field : IsVchRecpt]

Use : Logical Field
Set As : "No"
Storage : IsSalRecipt
Sub Form: Sales Receipt form : $$Value = "Yes"


[System : UDF]

IsSalRecipt : Logical : 1010
MyBankLedger : String : 147
IsPostdated : Logical : 1009
IsRecChq : Logical : 1008
RDate : Date : 150

[System : Formula]

IspostDatedRec : #IsPostdatRec = "No"


[Report: Sales Receipt form]

Form: Sales Receipt form


[Form: Sales Receipt form]

Part : FormSubTitle , Sales Receipt details
VerticalAlign : Bottom
HorizontalAlign : Left
Background : @@SV_UNYELLOW
Full Height : No
Full Width : No
Space Bottom : 0.25
Option : Small Size Form
Local : Field : Form SubTitle : Info : $$LocaleString:"Receipt Details"


[Part : Sales Receipt details]

Line : IsPostdatRec , PostdatedDate , SalesBank, RecChqDetails


[Line: IsPostdatRec]

Fields : Medium Prompt, IsPostdatRec
Local : Field : Medium Prompt : Set as : "Is Post Dated ? "



[Field : IsPostdatRec]

Use : Logical Field
Storage : IsPostdated
Set Always : Yes


[Line: PostdatedDate]

Fields : Medium Prompt, PostdatedDate
Local : Field : Medium Prompt : Set as : "Receipt Date : "


[Field : PostdatedDate]

Use : Uni Date Field
Storage : RDate
Skip : @@IspostDatedRec


[Line: SalesBank]

Fields : Medium Prompt, Receiptbank
Local : Field : Medium Prompt : Set as : "Bank : "

[Field : Receiptbank]

Use : Name Field
Keys : Create Ledger, Alter Ledger
Storage : MyBankLedger
Table: CashBank Ledgers Extract
Show Table : Always


[Line : RecChqDetails]

Fields : Medium Prompt, RecChqDetails
Local : Field : Medium Prompt : Set As :" Enter Cheque Details : "

[Field : RecChqDetails]

Use : Logical Field
Storage : IsRecChq
Sub Form: Cheque Collection Form : $$Value = "Yes"



[Report: Cheque Collection Form]

Form : Cheque Collection Form
Title: "Cheque Details"


[Form: Cheque Collection Form]

Part: ALLOC Title, ALLOC AmtTitle, Cheque Collection Form
Width: 60% Screen
Height: 60% Screen
Background: Very Light Orange

Local : Field : ALLOC Prompt : Info: $$LocaleString:"Bank Allocations for :"
Local : Field : ALLOC Name : Set as : $LedgerName
Local : Field : ALLOC Name : Set Always : Yes
Local: Line : ALLOC Title: Space Bottom: .5
Local : Field : ALLOC Amount: Set as: $Amount
Local : Field : ALLOC Amount: Format : "Forex"
Local: Line: ALLOC Amount: Local: Field : Simple Prompt : Info : $$LocaleString:"For"


[Part:Cheque Collection Form]

Lines: Cheque Collection Title, Cheque Collection Details
Bottom Line : ABS StuDetails

Repeat: Cheque Collection Details: Cheque Info
Scroll: Vertical
Common Border: Yes
Break After : $$IsEmpty:$CheNumUDf
Total :AmountCollected

[Line: Cheque Collection Title]

Use: Cheque Collection Details
Local: Field: Default: Delete: Storage
Local: Field: Default: Inactive: No
Local: Field: Default: Type: String
Local: Field: Course Name: Info: "Cheque No."
Local: Field: Student Name: Info: "Cheque Date"
Local: Field: Amount Collected: Info: "Amount"
Border: Thin Bottom


[Line: Cheque Collection Details]

Fields: Course Name, Student Name
Right Field : AmountCollected


[Field: Course Name]

Use: Name Field
Storage: CheNumUDf
MAX : 6
Width : 20 MMS


[Field: Student Name]

Use: Uni Date Field
Storage: CheDateUdf
Inactive: $$IsEmpty:$CheNumUDf
Width : 45 MMS


[Field: Amount Collected]

Use: Amount Field
Storage: CheAmountUDf
Inactive: $$IsEmpty:$CheNumUDf


[System: UDF]

Cheque Info: Aggregate: 967
CheNumUDf: String: 900
CheDateUdf: Date: 125
CheAmountUDf: Amount: 900


[Line: ABS StuDetails]

Field : Abs Subbank Title
Right Field : Abs Sub Total

Border : Totals

[Field: Abs Subbank Title]

Info : "Total"
Width: 70 mms


[Field: Abs Sub Total]

Use : Amount Field
Set as : $Amount
Read Only : yes

 

Cn u plz explain the error u r getting with some screen shots etc.

 

Dear Girdhar,

I am not getting any error. But receipt doesn't get generated.

Arun

 

Dear Arun,
Please Note : Always attach the File instead of Pasting the full code in the body as you can see the smiley's appearing in between .
Kindly attach the File to get the Required assistance.

Thanks & regards
Vikram

 

Dear Vikram,

I attached the file.

Pls check.

 

Dear Prashanth,

I have given an idea of auto creation in this file . if you found something is missing ,u need to alter it to your requirement.

 

Dear Vikram,

Thanks for your help.

I have one issue. If we have record more than one Cheque details in the sales invoice entry it doesn't get save properly in the Receipt. first Cheque save perfectly. other cheques doesnt appear in the Bank Allocation (In the Receipt)

What is the changes I should do?

 

I used below code that is also doesn't give correct output

$$CollectionField:$ChequeInfo.CheNumUDf:$$Line:ChequeInfo

 

pl sent me code

 

Hi
Pls see attached Codes

 

the above code was not work when we pass sales entry for Rs. 2000 & we recd chq only for 1500 ie rs 500 outstanding but in receipts vourchar its show bank recd chq of rs 2000

 

Dear Prashanth,

Here the $$Collectionfield function doesnot work as it is repeated atuomatically and doesnot involve manual keystroke,
Use walk collection bank allocations and end walk to insert the collection object for bankallocations
Ex :

BA00 : WALK COLLECTION : bankAllocations
BA10 : INSERT COLLECTION OBJECT : BANKALLOCATIONS
BA20: .....
...................
.....
BA80 : SET TARGET : ..
BA90:END WALk
Refer the sample code for reference!

 

Hi Vikram,

I tried that also, It giving an error as
FUNCTION: 'My Voucher Create' LABEL: 113 : Collection 'BankAllocations' could not be found!
FUNCTION: 'My Voucher Create' LABEL: 113 : Action execution failed!
FUNCTION: 'My Voucher Create' LABEL: : Action execution failed!
FUNCTION: 'Create Receipt Voucher' LABEL: 003 : Action execution failed!
FUNCTION: 'Create Receipt Voucher' LABEL: : Action execution failed!

 

Dear all,

I am also getting same error while using "BankAllocations" with INSERT COLLECTION OBJECT or WALK COLLECTION. I am trying to import payment entries from Excel with Cheque Crossing Comment, Payee Name etc.

Thanks in advance for any suggestions/help.

Mansur

 

Very good option, but this option will have do for the Company Wise.

 

Dear Arun this code is not working with voucher class please solution.

 

very good but it will take full sales amount kindly to give a against reference i.e partial amount received option

 

Mr. vinoth please any solution this code is not working with voucher class

 

dear expert ,
This code only works when you created the voucher.
and
If the same code if we want to use for auto-payment of the Purchase ...... To help

 

LABEL ACTION EXCEUTION ERROR IS COMMING

 

Make the Vouchertype changes. It will work.

 

The code is not working with voucher class.

Thanks in advance for any suggestions/help.

 

This TDL is Not Asked How Many amount Receipt.

Thanks With Regard
Pravesh Kushwaha
Mob. 9770452249

 

working is good but release 4.91 create receipt after save and need to before create please guide us .......

thanks again

 

not work on only cash receipt