Marine Insurance Intimation

Discussion in 'Requests' started by VIKRAM PAREEK, Oct 26, 2018.

    
  1. VIKRAM PAREEK

    VIKRAM PAREEK New Member


    Dear Developers,

    I have following query in regard to attached TDL:

    1) Why not getting LR No.
    2) Risk covered amount has to be tracked .
    3) Want to reduce sales +10% from risk covered amount if required .

    Case is :
    1)Marine insurance purchased by paying Rs.1000/- premium
    2)Risk cover is for say Rs. 1,35,000/-
    3)From tally we can get figure of Rs. 1000/- as we have booked expenses.
    4)How to get figure for risk cover provided for 1,35,000/- is it possible to relate it with some field i.e. Bank OD? without impacting account.
    5)Insurance intimation is required on every sales amount + 10% of sales has to be reduced from risk cover amount attached tdl will be used for the same.

    Is their any work around to record risk cover amount and reducing sales +10% from risk covered when ever required to keep track of marine Insurance policy.

    Original author admin

    [#Form : Sales Color]
    Add : Print : Ins Fwd Letter

    [Report : Ins Fwd Letter]
    Object : Voucher
    Form : Ins Fwd Letter
    PrintSet : Report Title : "Forwarding Letter"
    PrintSet : Report SubTitle : "Forwarding Letter"
    [Form : Ins Fwd Letter]
    Part : Ins Fwd Letter Company Name,Ins Fwd Letter Address Part,Ins Fwd Letter Details Part,Ins Fwd Letter Matter Part,+
    Ins Fwd Letter Entries Part,Ins Fwd Letter Bottom Part
    Height : 100% Page
    Width : 100% Page
    Space Top : if $$InPrintMode then ##SVSpaceTop else 0.05 inches
    Space Bottom: if $$InPrintMode then 0.5 else 0 inches
    Space Left : if $$InPrintMode AND $$InPixelMode then 0.5 else 0 inches
    Space Right : if $$InPrintMode AND $$InPixelMode then 0.25 else 0 inches

    [Part : Ins Fwd Letter Company Name]
    Line : Ins Fwd Letter Company Name
    ;; Height : 8% Page
    Width : 100% Page
    Border : Thin Bottom

    [Line : Ins Fwd Letter Company Name]
    Field : Ins Fwd Letter Company Name

    [Field : Ins Fwd Letter Company Name]
    Use : Name Field
    Set as : $$CurrentCompany
    Width : 100% Page
    Align : Right
    Style : Ins Large Bold

    [Style: Ins Large Bold]
    Use : Large
    Bold : Yes
    Height : 24

    [Part : Ins Fwd Letter Address Part]
    Line : Ins Fwd Address Line,Ins Fwd Address Line Phone No
    ;; Height : 7% Page
    Width : 100% Page
    Border : Thin Bottom

    [Line : Ins Fwd Address Line]
    Field : Ins Fwd Address Line

    [Field : Ins Fwd Address Line]
    Use : Name Field
    Set as : $$FullList:InsFLCompanyAddress:$Address
    Width : 100% Page
    Align : Right
    Style : Large Bold

    [Collection: Ins FLCompany Address]
    Type : Address : Company
    Child of : ##SVCurrentCompany

    [Line : Ins Fwd Address Line Phone No]
    Field : Ins Fwd Address Line Phone No

    [Field : Ins Fwd Address Line Phone No]
    Use : Name Field
    Set as : "TEL No: " + $PHONENUMBER:company:$$CurrentCompany + " E-Mail: " + $Email:Company:$$Currentcompany
    Width : 100% Page
    Align : Right
    Style : Normal Bold
    [Part : Ins Fwd Letter Details Part]
    Part : Ins Fwd Letter Buyer Details,Ins Fwd Letter Other Details
    Height : 15% Page
    Width : 100% Page

    [Part : Ins Fwd Letter Buyer Details]
    Line : Ins Fwd Letter Messrs Line,Ins Fwd Letter Cust Line,Ins Fwd Letter Buyer Name Line,Ins Fwd Letter Buyer Address Line
    Repeat : Ins Fwd Letter Buyer Address Line : BASICBUYERADDRESS
    Height : 15% Page
    Width : 80% Page
    Space Top : 1

    [Line : Ins Fwd Letter Messrs Line]
    Field : Ins Fwd Letter Messrs Line
    Space Bottom : 0.25
    Height : 0.625

    [Field : Ins Fwd Letter Messrs Line]
    Use : Name Field
    Set as : "Insurer The Oriental Insurance Company Limited CBO2 Udaipur-313001"
    Width : 80% Page
    Style : Large Bold
    [Line : Ins Fwd Letter Cust Line]
    Field : Ins Fwd Letter Cust Line
    Space Bottom : 0.25
    Height : 0.625

    [Field : Ins Fwd Letter Cust Line]
    Use : Name Field
    Set as : "Customer Name:"
    Width : 50% Page
    Style : Normal

    [Line : Ins Fwd Letter Buyer Name Line]
    Field : Ins Fwd Letter Buyer Name Line

    [Field : Ins Fwd Letter Buyer Name Line]
    Use : Name Field
    Set as : $BASICBASEPARTYNAME
    Width : 50% Page

    [Line : Ins Fwd Letter Buyer Address Line]
    Field : Ins Fwd Letter Buyer Address Line

    [Field : Ins Fwd Letter Buyer Address Line]
    Use : Name Field
    Set as : $BasicBuyerAddress
    Width : 50% Page
    Style : Normal

    [Collection : Ins Fwd Letter Buyer Address Line Collection]
    Type : Address : Company
    Childof :$$CurrentCompany

    [Part : Ins Fwd Letter Other Details]
    Line : Ins Fwd Letter Other Details Reference No,Ins Fwd Letter Other Details Date
    Height : 15% Page
    Width : 50% Page
    Space Top : 1

    [Line : Ins Fwd Letter Other Details Reference No]
    Right Field : Ins Fwd Letter Reference No,Ins Fwd Letter Reference No Details
    Space Bottom : 0.25
    Height : 1.25

    [Field : Ins Fwd Letter Reference No]
    Use : Name Field
    Set as : "Ref. No.:"
    Width : 10% Page
    Align : Left

    [Field : Ins Fwd Letter Reference No Details]
    Use : Name Field
    Set as : $VoucherNo
    Width : 15% Page
    Align : Left

    [Line : Ins Fwd Letter Other Details Date]
    Right Field : Ins Fwd Letter Other Date,Ins Fwd Letter Other Date Details
    Height : 5% Page

    [Field : Ins Fwd Letter Other Date]
    Use : Name Field
    Set as : "Dated:"
    Width : 10% Page
    Align : Left

    [Field : Ins Fwd Letter Other Date Details]
    Use : Uni Date Field
    Set as : $Date
    Width : 15% Page
    Align : Left

    [Part : Ins Fwd Letter Matter Part]
    Line : Ins Fwd Letter Sub Line,Ins Fwd Letter Dear Line,Ins Fwd Letter We Line
    Height : 10% Page
    Width : 100% Page

    [Line : Ins Fwd Letter Sub Line]
    Field : Ins Fwd Letter Sub Line,Ins Fwd Letter TH
    Height : 3% Page

    [Field : Ins Fwd Letter Sub Line]
    Use : Name Field
    Set as : "Sub : Supply of ___"
    Width : 70% Page
    Align : Left

    [Field : Ins Fwd Letter TH]
    Use : Name Field
    Set as : "TH :" + $BASICSHIPPEDBY
    Width : 30% Page
    Align : Right

    [Line : Ins Fwd Letter Dear Line]
    Field : Ins Fwd Letter Dear Line
    Height : 3% Page

    [Field : Ins Fwd Letter Dear Line]
    Use : Name Field
    Set as : "Dear Sir,"
    Width : 100% Page
    Style : Normal

    [Line : Ins Fwd Letter We Line]
    Field : Ins Fwd Letter We Line
    Height : 3% Page

    [Field : Ins Fwd Letter We Line]
    Use : Name Field
    Set as : @@VCSInsFWQtyA + @@VCSInsFWQty + @@VCSInsFWQtyB
    Width : 100% Page
    Style : Normal

    [Part : Ins Fwd Letter Entries Part]
    Line : Ins Fwd Letter Entries Title Line,Ins Fwd Letter Entries Line
    Height : 15% Page
    Width : 100% Page

    [Line : Ins Fwd Letter Entries Title Line]
    Field : Ins Fwd Letter Invoice No,Ins Fwd Letter Date,Ins Fwd Letter Amount,Ins Fwd Letter LR No,+
    Ins Fwd Letter Name of TransPort

    Border : Thin Bottom
    Local : Field : Ins Fwd Letter Invoice No : Set as : $$Upper:"Invoice No."
    Local : Field : Ins Fwd Letter Date : Set as : $$Upper:"Date"
    Local : Field : Ins Fwd Letter Amount : Set as : $$Upper:"Amounting"
    Local : Field : Ins Fwd Letter LR No : Set as : $$Upper:"LR No."
    Local : Field : Ins Fwd Letter Name of TransPort : Set as : $$Upper:"Destination"
    Local : Field : Default : Style : Normal Bold

    [Line : Ins Fwd Letter Entries Line]
    Field : Ins Fwd Letter Invoice No,Ins Fwd Letter Date,Ins Fwd Letter Amount,Ins Fwd Letter LR No,+
    Ins Fwd Letter Name of TransPort

    [Field : Ins Fwd Letter Invoice No]
    Use : Name Field
    Set as : $VoucherNumber
    Width : 20% Page
    Style : Normal

    [Field : Ins Fwd Letter Date]
    Use : Name Field
    Set as : $Date
    Width : 20% Page
    Style : Normal

    [Field : Ins Fwd Letter Amount]
    Use :Name Field
    Set as : $Amount
    Width : 20% Page
    Style : Normal

    [Field : Ins Fwd Letter LR No]
    Use : Name Field
    Set as : $EILRNO
    Width : 20% Page
    Style : Normal

    [Field : Ins Fwd Letter Name of TransPort]
    Use : Name Field
    Set as : $BasicFinalDestination
    Width : 20% Page
    Style : Normal
    [Part : Ins Fwd Letter Bottom Part]
    Line : Ins Fwd Letter Kindly,Ins Fwd Letter Thank You,Ins Fwd Letter Yours,Ins Fwd Letter For
    Bottom Line : Ins Fwd Letter Authorised

    Height : 15% Page
    Width : 100% Page
    [Line : Ins Fwd Letter Kindly]
    Field : Ins Fwd Letter Kindly
    Height : 3% Page

    [Field : Ins Fwd Letter Kindly]
    Use : Name Field
    Set as : "Kindly confirm receipt at the earliest please."
    Width : 100% Page
    Style : Normal

    [Line : Ins Fwd Letter Thank You]
    Field : Ins Fwd Letter Thank You
    Height : 3% Page

    [Field : Ins Fwd Letter Thank You]
    Use : Name Field
    Set as : "Thanking You,"
    Width : 100% Page
    Style : Normal

    [Line : Ins Fwd Letter Yours]
    Field : Ins Fwd Letter Yours
    Height : 3% Page

    [Field : Ins Fwd Letter Yours]
    Use : Name Field
    Set as : "Yours truly"
    Width : 100% Page
    Style : Normal

    [Line : Ins Fwd Letter For]
    Field : Ins Fwd Letter For,Ins Fwd Company Name
    Height : 3% Page

    [Field : Ins Fwd Letter For]
    Use : Name Field
    Set as : "For :"
    Width : 5% Page
    Align : Left

    [Field : Ins Fwd Company Name]
    Use : Name Field
    Set as : $$CurrentCompany
    Width : 95% Page
    Align : Left

    [Line : Ins Fwd Letter Authorised]
    Field : Ins Fwd Letter Authorised,Ins Fwd Letter Encl
    ;;Height : 5% Page

    [Field : Ins Fwd Letter Authorised]
    Use : Name Field
    Set as : "Authorised Signatory"
    Width : 70% Page

    [Field : Ins Fwd Letter Encl]
    Use : Name Field
    Set as : "Encl. : "
    Width : 30% Page
    [System : Formula]
    VCSInsFWQty : $$STring:mad:@VCSInsFWQtyC
    VCSInsFWQtyC : ($$CollQtyTotal:InventoryEntries:$BilledQty)
    VCSInsFWQtyA : "We have Despatched "
    VCSInsFWQtyB : " to you as per particulars below :"
     

    Attached Files:

    Last edited: Aug 23, 2019


  2. Gagan Jyoti

    Gagan Jyoti Member


    use $BillofLadingNo

    it should work
     


  3. Amit Kamdar

    Amit Kamdar Administrator Staff Member


    You can add a sub-form at the Voucher DR Amt field........and IF the ledger name contains "Insurance".... the subform will present a form where you can input the desired data and which than can be collected in the Print module.

    See my Depreciation schedule or the Contractor's module.
     


  4. Amit Kamdar

    Amit Kamdar Administrator Staff Member


    Depreciation Module..........
    Dep04.PNG
     
    Jaydeep Shah likes this.


  5. Amit Kamdar

    Amit Kamdar Administrator Staff Member


    for Contractor Module.........

    Cont-013.PNG

    Cont-015.PNG
     

    Attached Files:

    Jaydeep Shah likes this.


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