[Reports][Reorder Level] and [No Sales Order from Customer]

This commit is contained in:
Saurabh 2013-06-05 18:17:28 +05:30
parent c95436cf43
commit 7b48218b6f
9 changed files with 235 additions and 0 deletions

View File

@ -149,6 +149,11 @@ wn.module_page["Selling"] = [
right: true,
icon: "icon-list",
items: [
{
"label":wn._("No Sales Order from Customers (Since 2 months)"),
route: "query-report/No Sales Order from Customers (Since 2 months)",
doctype: "Sales Order"
},
{
"label":wn._("Customer Addresses And Contacts"),
route: "query-report/Customer Addresses And Contacts"
@ -165,6 +170,7 @@ wn.module_page["Selling"] = [
"label":wn._("Item-wise Sales History"),
route: "query-report/Item-wise Sales History",
},
]
}
]

View File

@ -0,0 +1,69 @@
# ERPNext - web based ERP (http://erpnext.com)
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
import webnotes
def execute(filters=None):
columns = get_columns()
customers = get_so_details()
data = []
for cust in customers:
if cust[8] >= 60: # days_since_last_order
cust.insert(7,get_last_so_amt(cust[0]))
data.append(cust)
return columns, data
def get_so_details():
return webnotes.conn.sql("""select
cust.name,
cust.customer_name,
cust.territory,
cust.customer_group,
count(distinct(so.name)) as 'num_of_order',
sum(net_total) as 'total_order_value',
sum(if(so.status = "Stopped",
so.net_total * so.per_delivered/100,
so.net_total)) as 'total_order_considered',
max(so.transaction_date) as 'last_sales_order_date',
DATEDIFF(CURDATE(),max(so.transaction_date)) as 'days_since_last_order'
from `tabCustomer` cust, `tabSales Order` so
where cust.name = so.customer and so.docstatus = 1
group by cust.name
order by 'days_since_last_order' desc """,as_list=1)
def get_last_so_amt(customer):
return webnotes.conn.sql("""select net_total from `tabSales Order`
where customer ='%(customer)s' and docstatus = 1 and
transaction_date = (select max(transaction_date)
from `tabSales Order`
where customer = '%(customer)s')
"""%{'customer':customer})
def get_columns():
return [
"Customer:Link/Customer:120",
"Customer Name:Data:120",
"Territory::120",
"Customer Group::120",
"Number of Order::120",
"Total Order Value:Currency:120",
"Total Order Considered:Currency:160",
"Last Order Amount:Currency:160",
"Last Sales Order Date:Date:160",
"Days Since Last Order::160"
]

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-05 11:40:49",
"docstatus": 0,
"modified": "2013-06-05 11:40:49",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Order",
"report_name": "No Sales Order from Customers (Since 2 months)",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "No Sales Order from Customers (Since 2 months)"
}
]

View File

@ -128,6 +128,11 @@ wn.module_page["Stock"] = [
right: true,
icon: "icon-table",
items: [
{
"label":wn._("Item Reorder Level"),
route: "query-report/Item Reorder Level",
doctype: "Item"
},
{
"label":wn._("Stock Ledger"),
page: "stock-ledger"

View File

@ -0,0 +1,16 @@
wn.query_reports["Item Reorder Level"] = {
"filters": [
{
"fieldname":"from_date",
"label": "From Date",
"fieldtype": "Date",
"default": sys_defaults.year_start_date
},
{
"fieldname":"to_date",
"label": "To Date",
"fieldtype": "Date",
"default": get_today()
}
]
}

View File

@ -0,0 +1,97 @@
# ERPNext - web based ERP (http://erpnext.com)
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
import webnotes
from webnotes.utils import getdate, flt, cint
def execute(filters=None):
if not filters: filters = {}
columns = get_columns()
items = get_item_info()
consumed_item_map = get_consumed_items(filters)
delivered_item_map = get_delivered_items(filters)
avg_daily_outgoing = 0
diff = (getdate(filters.get("to_date")) - getdate(filters.get("from_date"))).days
if diff <= 0:
webnotes.msgprint("To Date should not be less than eual to From Date",raise_exception=1)
data = []
for item in items:
total_outgoing = consumed_item_map.get(item.name, 0)+delivered_item_map.get(item.name,0)
avg_daily_outgoing = cint(total_outgoing/diff)
reorder_level = (avg_daily_outgoing * item.lead_time_days) + item.min_order_qty
data.append([item.name, item.item_name, item.description, item.min_order_qty, item.lead_time_days,
consumed_item_map.get(item.name, 0), delivered_item_map.get(item.name,0), total_outgoing,
avg_daily_outgoing, reorder_level])
return columns , data
def get_columns():
return["Item:Link/Item:120", "Item name:Data:120", "description::160", "minimum inventory level::120",
"lead time days::120", "consumed::120", "delivered::120", "total outgoing::120",
"avg daily outgoing::120", "reorder level::120"]
def get_item_info():
return webnotes.conn.sql("""select name, item_name, description, min_order_qty, lead_time_days
from tabItem""",as_dict=1)
def get_consumed_items(filters):
condition = get_condition(filters)
cn_items = webnotes.conn.sql("""select se_item.item_code, sum(se_item.actual_qty) as 'consume_qty'
from `tabStock Entry` se, `tabStock Entry Detail` se_item
where se.name = se_item.parent and se.docstatus = 1 and ifnull(se_item.t_warehouse, '') = '' %s
group by se_item.item_code""" % (condition), as_dict=1)
cn_items_map = {}
for item in cn_items:
cn_items_map.setdefault(item.item_code, item.consume_qty)
return cn_items_map
def get_delivered_items(filters):
condition = get_condition(filters)
dn_items = webnotes.conn.sql("""select dn_item.item_code, sum(dn_item.qty) as dn_qty
from `tabDelivery Note` dn, `tabDelivery Note Item` dn_item
where dn.name = dn_item.parent and dn.docstatus = 1 %s group by dn_item.item_code""" % (condition)
, as_dict=1)
si_items = webnotes.conn.sql("""select si_item.item_name, sum(si_item.qty) as si_qty
from `tabSales Invoice` si, `tabSales Invoice Item` si_item
where si.name = si_item.parent and si.docstatus = 1 and ifnull(si.update_stock, 0) = 1
and ifnull(si.is_pos, 0) = 1 %s group by si_item.item_name""" % (condition), as_dict=1)
dn_item_map = {}
for item in dn_items:
dn_item_map.setdefault(item.item_code, item.dn_qty)
for item in si_items:
dn_item_map.setdefault(item.item_code, item.si_qty)
return dn_item_map
def get_condition(filters):
conditions = ""
if filters.get("from_date") and filters.get("to_date"):
conditions += " and posting_date between '%s' and '%s'" % (filters["from_date"],filters["to_date"])
else:
webnotes.msgprint("Please set date in from date field",raise_exception=1)
return conditions

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-05 15:34:51",
"docstatus": 0,
"modified": "2013-06-05 15:50:30",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Item",
"report_name": "Item Reorder Level",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Item Reorder Level"
}
]