Merge pull request #5044 from rohitwaghchaure/add_margin_feature

[Enhancement] Add margin in sales flow.
This commit is contained in:
Rushabh Mehta 2016-03-28 18:27:05 +05:30
commit e1b20a0b29
20 changed files with 1122 additions and 133 deletions

View File

@ -89,3 +89,8 @@ cur_frm.cscript.selling = function() {
cur_frm.cscript.buying = function() {
cur_frm.cscript.set_options_for_applicable_for();
}
//Dynamically change the description based on type of margin
cur_frm.cscript.type = function(doc){
cur_frm.set_df_property('rate', 'description', doc.type=='Percentage'?'In Percentage %':'In Amount')
}

View File

@ -17,6 +17,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
@ -40,6 +41,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Title",
@ -65,6 +67,7 @@
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Apply On",
@ -90,6 +93,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Item Code",
@ -115,6 +119,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Brand",
@ -140,6 +145,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Item Group",
@ -164,6 +170,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -188,6 +195,7 @@
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Priority",
@ -212,6 +220,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Disable",
@ -235,6 +244,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -258,6 +268,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Selling",
@ -281,6 +292,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Buying",
@ -304,6 +316,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -328,6 +341,7 @@
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Applicable For",
@ -353,6 +367,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer",
@ -378,6 +393,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer Group",
@ -403,6 +419,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Territory",
@ -428,6 +445,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Sales Partner",
@ -453,6 +471,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Campaign",
@ -478,6 +497,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Supplier",
@ -503,6 +523,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Supplier Type",
@ -527,6 +548,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -550,6 +572,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Min Qty",
@ -573,6 +596,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -596,6 +620,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Max Qty",
@ -619,6 +644,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -643,6 +669,7 @@
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Valid From",
@ -666,6 +693,7 @@
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Valid Upto",
@ -689,6 +717,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -711,6 +740,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Company",
@ -727,6 +757,110 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval: doc.selling == 1",
"fieldname": "margin",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
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"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"default": "Percentage",
"fieldname": "margin_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Type",
"length": 0,
"no_copy": 0,
"options": "\nPercentage\nAmount",
"permlevel": 0,
"precision": "",
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},
{
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},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"default": "0",
"depends_on": "eval:doc.margin_type",
"fieldname": "margin_rate_or_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Rate or Amount",
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"precision": "2",
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},
{
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@ -735,6 +869,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
@ -759,6 +894,7 @@
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price or Discount",
@ -783,6 +919,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -806,6 +943,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price",
@ -830,6 +968,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Discount on Price List Rate (%)",
@ -854,6 +993,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "For Price List",
@ -878,6 +1018,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
@ -902,6 +1043,7 @@
"fieldtype": "HTML",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Pricing Rule Help",
@ -928,7 +1070,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-01-15 04:05:11.633824",
"modified": "2016-03-16 17:35:25.935271",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Pricing Rule",

View File

@ -155,6 +155,8 @@ def get_pricing_rule_for_item(args):
if pricing_rule:
item_details.pricing_rule = pricing_rule.name
item_details.pricing_rule_for = pricing_rule.price_or_discount
item_details.margin_type = pricing_rule.margin_type
item_details.margin_rate_or_amount = pricing_rule.margin_rate_or_amount
if pricing_rule.price_or_discount == "Price":
item_details.update({
"price_list_rate": pricing_rule.price/flt(args.conversion_rate) \
@ -163,7 +165,6 @@ def get_pricing_rule_for_item(args):
})
else:
item_details.discount_percentage = pricing_rule.discount_percentage
return item_details
def get_pricing_rules(args):

View File

@ -86,6 +86,54 @@ class TestPricingRule(unittest.TestCase):
frappe.db.sql("delete from `tabPricing Rule`")
def test_pricing_rule_for_margin(self):
from erpnext.stock.get_item_details import get_item_details
from frappe import MandatoryError
frappe.db.sql("delete from `tabPricing Rule`")
test_record = {
"doctype": "Pricing Rule",
"title": "_Test Pricing Rule",
"apply_on": "Item Code",
"item_code": "_Test FG Item 2",
"selling": 1,
"price_or_discount": "Discount Percentage",
"price": 0,
"margin_type": "Percentage",
"margin_rate_or_amount": 10,
"company": "_Test Company"
}
frappe.get_doc(test_record.copy()).insert()
item_price = frappe.get_doc({
"doctype": "Item Price",
"price_list": "_Test Price List 2",
"item_code": "_Test FG Item 2",
"price_list_rate": 100
})
item_price.insert(ignore_permissions=True)
args = frappe._dict({
"item_code": "_Test FG Item 2",
"company": "_Test Company",
"price_list": "_Test Price List",
"currency": "_Test Currency",
"doctype": "Sales Order",
"conversion_rate": 1,
"price_list_currency": "_Test Currency",
"plc_conversion_rate": 1,
"order_type": "Sales",
"customer": "_Test Customer",
"name": None
})
details = get_item_details(args)
self.assertEquals(details.get("margin_type"), "Percentage")
self.assertEquals(details.get("margin_rate_or_amount"), 10)
frappe.db.sql("delete from `tabPricing Rule`")
def test_pricing_rule_for_variants(self):
from erpnext.stock.get_item_details import get_item_details
from frappe import MandatoryError

View File

@ -910,6 +910,19 @@ class TestSalesInvoice(unittest.TestCase):
self.assertRaises(InvalidAccountCurrency, si5.submit)
def test_create_so_with_margin(self):
si = create_sales_invoice(item_code="_Test Item", qty=1, do_not_submit=True)
price_list_rate = si.items[0].price_list_rate
si.items[0].margin_type = 'Percentage'
si.items[0].margin_rate_or_amount = 25
si.insert()
self.assertNotEquals(si.get("items")[0].rate, flt((price_list_rate*25)/100 + price_list_rate))
si.items[0].margin_rate_or_amount = 25
si.submit()
self.assertNotEquals(si.get("items")[0].rate, flt((price_list_rate*25)/100 + price_list_rate))
def create_sales_invoice(**args):
si = frappe.new_doc("Sales Invoice")
args = frappe._dict(args)

View File

@ -17,6 +17,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Barcode",
@ -40,6 +41,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Item",
@ -66,6 +68,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -88,6 +91,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Item Name",
@ -113,6 +117,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer's Item Code",
@ -136,6 +141,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Edit Description",
@ -160,6 +166,7 @@
"fieldtype": "Text Editor",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Description",
@ -187,6 +194,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -210,6 +218,7 @@
"fieldtype": "Image",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Image View",
@ -235,6 +244,7 @@
"fieldtype": "Attach",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Image",
@ -259,6 +269,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
@ -282,6 +293,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Quantity",
@ -307,6 +319,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price List Rate",
@ -325,32 +338,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
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},
{
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@ -359,6 +346,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -381,6 +369,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "UOM",
@ -405,6 +394,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price List Rate (Company Currency)",
@ -423,6 +413,161 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "discount_and_margin",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Discount and Margin",
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},
{
"allow_on_submit": 0,
"bold": 0,
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"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
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"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
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},
{
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"fieldtype": "Column Break",
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},
{
"allow_on_submit": 0,
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"depends_on": "price_list_rate",
"fieldname": "margin_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Type",
"length": 0,
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"options": "\nPercentage\nAmount",
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},
{
"allow_on_submit": 0,
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"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "margin_rate_or_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Rate or Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "total_margin",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -431,6 +576,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -453,6 +599,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Rate",
@ -479,6 +626,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Amount",
@ -505,6 +653,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -527,6 +676,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Rate (Company Currency)",
@ -553,6 +703,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Amount (Company Currency)",
@ -579,6 +730,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Pricing Rule",
@ -603,6 +755,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -626,6 +779,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Rate",
@ -651,6 +805,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Amount",
@ -676,6 +831,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -699,6 +855,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Rate (Company Currency)",
@ -724,6 +881,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Amount (Company Currency)",
@ -750,6 +908,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Drop Ship",
@ -774,6 +933,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Delivered By Supplier",
@ -798,6 +958,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Accounting Details",
@ -821,6 +982,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Income Account",
@ -849,6 +1011,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Expense Account",
@ -874,6 +1037,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -897,6 +1061,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Cost Center",
@ -926,6 +1091,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Stock Details",
@ -949,6 +1115,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Warehouse",
@ -975,6 +1142,7 @@
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 1,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer Warehouse (Optional)",
@ -1000,6 +1168,7 @@
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Serial No",
@ -1025,6 +1194,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Batch No",
@ -1050,6 +1220,7 @@
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Item Group",
@ -1076,6 +1247,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Brand Name",
@ -1101,6 +1273,7 @@
"fieldtype": "Small Text",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Item Tax Rate",
@ -1126,6 +1299,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -1148,6 +1322,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Available Batch Qty at Warehouse",
@ -1174,6 +1349,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Available Qty at Warehouse",
@ -1199,6 +1375,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "References",
@ -1223,6 +1400,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Time Log Batch",
@ -1247,6 +1425,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Sales Order",
@ -1273,6 +1452,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Sales Order Item",
@ -1298,6 +1478,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -1321,6 +1502,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Delivery Note",
@ -1347,6 +1529,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Delivery Note Item",
@ -1372,6 +1555,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Delivered Qty",
@ -1397,6 +1581,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -1420,6 +1605,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Page Break",
@ -1445,7 +1631,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-02-01 11:16:58.288462",
"modified": "2016-03-22 11:09:35.263922",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Item",

View File

@ -138,6 +138,10 @@ class AccountsController(TransactionBase):
for fieldname in self.meta.get_valid_columns():
parent_dict[fieldname] = self.get(fieldname)
if self.doctype in ["Quotation", "Sales Order", "Delivery Note", "Sales Invoice"]:
document_type = "{} Item".format(self.doctype)
parent_dict.update({"document_type": document_type})
for item in self.get("items"):
if item.get("item_code"):
args = parent_dict.copy()
@ -166,6 +170,7 @@ class AccountsController(TransactionBase):
item.set(fieldname, value)
if ret.get("pricing_rule"):
# if user changed the discount percentage then set user's discount percentage ?
item.set("discount_percentage", ret.get("discount_percentage"))
if ret.get("pricing_rule_for") == "Price":
item.set("pricing_list_rate", ret.get("pricing_list_rate"))

View File

@ -59,6 +59,11 @@ class calculate_taxes_and_totals(object):
item.rate = flt(item.price_list_rate *
(1.0 - (item.discount_percentage / 100.0)), item.precision("rate"))
if item.doctype in ['Quotation Item', 'Sales Order Item', 'Delivery Note Item', 'Sales Invoice Item']:
item.total_margin = self.calculate_margin(item)
item.rate = flt(item.total_margin * (1.0 - (item.discount_percentage / 100.0)), item.precision("rate"))\
if item.total_margin > 0 else item.rate
item.net_rate = item.rate
item.amount = flt(item.rate * item.qty, item.precision("amount"))
item.net_amount = item.amount
@ -435,3 +440,17 @@ class calculate_taxes_and_totals(object):
self.doc.precision("outstanding_amount"))
elif self.doc.doctype == "Purchase Invoice":
self.doc.outstanding_amount = flt(total_amount_to_pay, self.doc.precision("outstanding_amount"))
def calculate_margin(self, item):
total_margin = 0.0
if item.price_list_rate:
if item.pricing_rule and not self.doc.ignore_pricing_rule:
pricing_rule = frappe.get_doc('Pricing Rule', item.pricing_rule)
item.margin_type = pricing_rule.margin_type
item.margin_rate_or_amount = pricing_rule.margin_rate_or_amount
if item.margin_type and item.margin_rate_or_amount:
margin_value = item.margin_rate_or_amount if item.margin_type == 'Amount' else flt(item.price_list_rate) * flt(item.margin_rate_or_amount) / 100
total_margin = flt(item.price_list_rate) + flt(margin_value)
return total_margin

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@ -0,0 +1,37 @@
#Adding Margin
User Can apply the margin on Quotation Item and Sales Order Item using following two options.
1)Price Rule: With the help of this method user can apply the margin on Quotation and Sales Order based on condition. you can find the section margin on pricing rule where a user has to select the type of margin whether it is Percentage or Amount and rate or amount. The system will apply the margin on quotation item and sales order item if pricing rule is enabled.
To setup Pricing Rule, go to:
`Selling > Setup > Pricing Rule` or `Accounts > Setup > Pricing Rule`
####Adding Margin in Pricing Rule
<img alt="Adding Margin in Pricing Rule" class="screenshot" src="{{docs_base_url}}/assets/img/articles/margin-pricing-rule.png">
Total Margin is calculated as follows:
`Rate = Price List Rate + Margin Rate`
So, In order to apply the Margin you need to add the Price List for the Item
To add Price List, go to:
`Selling > Setup > Item Price` or `Stock > Setup > Item Price`
####Adding Item Price
<img alt="Adding Margin in Pricing Rule" class="screenshot" src="{{docs_base_url}}/assets/img/articles/margin-item-price-list.png">
2) Apply margin direct on Item: If user wants to apply the margin without pricing rule, they can use this option. In Quotation Item and Sales Order Item, user can select the margin type and rate or amount. The system will calculate the margin and apply it on price list rate to calculate the rate of the product.
To add margin directly on Quotation or Sales Order, go to:
`Selling > Document > Quotation`
add item and scroll down to section where you can find the Margin Type
####Adding Margin in Quotation
<img alt="Adding Margin in Quotation" class="screenshot" src="{{docs_base_url}}/assets/img/articles/margin-quotation-item.png">

View File

@ -643,6 +643,12 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({
"parenttype": d.parenttype,
"parent": d.parent
});
// if doctype is Quotation Item / Sales Order Iten then add Margin Type and rate in item_list
if (in_list(["Quotation Item", "Sales Order Item", "Delivery Note Item", "Sales Invoice Item"]), d.doctype){
item_list[0]["margin_type"] = d.margin_type
item_list[0]["margin_rate_or_amount"] = d.margin_rate_or_amount
}
}
};
@ -957,5 +963,3 @@ frappe.ui.form.on(cur_frm.doctype, "discount_amount", function(frm) {
frm.cscript.calculate_taxes_and_totals();
});

View File

@ -2,7 +2,7 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe, json
import frappe
from frappe.utils import flt
import unittest
@ -32,5 +32,40 @@ class TestQuotation(unittest.TestCase):
sales_order.transaction_date = "2013-05-12"
sales_order.insert()
def test_create_quotation_with_margin(self):
from erpnext.selling.doctype.quotation.quotation import make_sales_order
from erpnext.selling.doctype.sales_order.sales_order \
import make_delivery_note, make_sales_invoice
total_margin = flt((1500*18.75)/100 + 1500)
test_records[0]['items'][0]['price_list_rate'] = 1500
test_records[0]['items'][0]['margin_type'] = 'Percentage'
test_records[0]['items'][0]['margin_rate_or_amount'] = 18.75
quotation = frappe.copy_doc(test_records[0])
quotation.insert()
self.assertEquals(quotation.get("items")[0].rate, total_margin)
self.assertRaises(frappe.ValidationError, make_sales_order, quotation.name)
quotation.submit()
sales_order = make_sales_order(quotation.name)
sales_order.delivery_date = "2016-01-02"
sales_order.naming_series = "_T-Quotation-"
sales_order.transaction_date = "2016-01-01"
sales_order.insert()
self.assertEquals(quotation.get("items")[0].rate, total_margin)
sales_order.submit()
dn = make_delivery_note(sales_order.name)
self.assertEquals(quotation.get("items")[0].rate, total_margin)
dn.save()
si = make_sales_invoice(sales_order.name)
self.assertEquals(quotation.get("items")[0].rate, total_margin)
si.save()
test_records = frappe.get_test_records('Quotation')

View File

@ -7,6 +7,7 @@
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Document",
"fields": [
{
"allow_on_submit": 0,
@ -321,35 +322,6 @@
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "100px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
@ -431,6 +403,163 @@
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "discount_and_margin",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Discount and Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "100px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "column_break_18",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "margin_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Type",
"length": 0,
"no_copy": 0,
"options": "\nPercentage\nAmount",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "margin_rate_or_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Rate or Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "total_margin",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -458,6 +587,7 @@
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"depends_on": "",
"fieldname": "rate",
"fieldtype": "Currency",
"hidden": 0,
@ -1097,7 +1227,7 @@
"istable": 1,
"max_attachments": 0,
"menu_index": 0,
"modified": "2016-02-26 18:30:22.286356",
"modified": "2016-03-22 11:12:36.533712",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation Item",

View File

@ -415,6 +415,21 @@ class TestSalesOrder(unittest.TestCase):
self.assertEquals(get_reserved_qty(item_code="_Test Item", warehouse="_Test Warehouse - _TC"), existing_reserved_qty)
def test_create_so_with_margin(self):
so = make_sales_order(item_code="_Test Item", qty=1, do_not_submit=True)
so.items[0].price_list_rate = price_list_rate = 100
so.items[0].margin_type = 'Percentage'
so.items[0].margin_rate_or_amount = 25
so.insert()
new_so = frappe.copy_doc(so)
new_so.save(ignore_permissions=True)
self.assertEquals(new_so.get("items")[0].rate, flt((price_list_rate*25)/100 + price_list_rate))
new_so.items[0].margin_rate_or_amount = 25
new_so.submit()
self.assertEquals(new_so.get("items")[0].rate, flt((price_list_rate*25)/100 + price_list_rate))
def make_sales_order(**args):
so = frappe.new_doc("Sales Order")

View File

@ -322,35 +322,6 @@
"unique": 0,
"width": "70px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "70px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "70px"
},
{
"allow_on_submit": 0,
"bold": 0,
@ -432,6 +403,163 @@
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "discount_and_margin",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Discount and Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "70px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "70px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "column_break_19",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "margin_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Type",
"length": 0,
"no_copy": 0,
"options": "\nPercentage\nAmount",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "margin_rate_or_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Rate or Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "total_margin",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -459,8 +587,9 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval: doc.type != \"\"",
"fieldname": "rate",
"fieldtype": "Currency",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
@ -502,6 +631,7 @@
"oldfieldtype": "Currency",
"options": "currency",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "100px",
@ -1392,7 +1522,7 @@
"istable": 1,
"max_attachments": 0,
"menu_index": 0,
"modified": "2016-02-26 11:08:24.708912",
"modified": "2016-03-22 11:09:12.915922",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Item",

View File

@ -122,10 +122,13 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
var item = frappe.get_doc(cdt, cdn);
frappe.model.round_floats_in(item, ["price_list_rate", "discount_percentage"]);
item.rate = flt(item.price_list_rate * (1 - item.discount_percentage / 100.0),
precision("rate", item));
// check if child doctype is Sales Order Item/Qutation Item and calculate the rate
if(in_list(["Quotation Item", "Sales Order Item", "Delivery Note Item", "Sales Invoice Item"]), cdt)
this.calculate_revised_margin_and_rate(item, doc,cdt, cdn);
else
item.rate = flt(item.price_list_rate * (1 - item.discount_percentage / 100.0),
precision("rate", item));
this.set_gross_profit(item);
this.calculate_taxes_and_totals();
},
@ -302,11 +305,51 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
callback: function(r) {
if(!r.exc){
var doc = frappe.model.sync(r.message);
console.log(r.message)
frappe.set_route("Form", r.message.doctype, r.message.name);
}
}
})
},
rate: function(doc, cdt, cdn){
// if user changes the rate then set margin Rate or amount to 0
item = locals[cdt][cdn];
item.margin_type = "";
item.margin_rate_or_amount = 0.0;
cur_frm.refresh_fields();
},
margin_rate_or_amount: function(doc, cdt, cdn) {
// calculated the revised total margin and rate on margin rate changes
item = locals[cdt][cdn];
this.calculate_revised_margin_and_rate(item)
this.calculate_taxes_and_totals();
cur_frm.refresh_fields();
},
margin_type: function(doc, cdt, cdn){
// calculate the revised total margin and rate on margin type changes
item = locals[cdt][cdn];
this.calculate_revised_margin_and_rate(item, doc,cdt, cdn)
this.calculate_taxes_and_totals();
cur_frm.refresh_fields();
},
calculate_revised_margin_and_rate: function(item){
if(in_list(["Percentage", "Amount"], item.margin_type)){
if(item.margin_type == "Percentage")
item.total_margin = item.price_list_rate + item.price_list_rate * ( item.margin_rate_or_amount / 100);
else
item.total_margin = item.price_list_rate + item.margin_rate_or_amount;
item.rate = flt(item.total_margin * (1 - item.discount_percentage / 100.0),
precision("rate", item));
}
else{
item.rate_or_amount = 0.0;
item.total_margin = 0.0;
item.rate = flt(item.price_list_rate * (1 - item.discount_percentage / 100.0),
precision("rate", item));
}
}
});

View File

@ -17,6 +17,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Barcode",
@ -40,6 +41,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Item Code",
@ -68,6 +70,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Item Name",
@ -95,6 +98,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -117,6 +121,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer's Item Code",
@ -140,6 +145,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Description",
@ -164,6 +170,7 @@
"fieldtype": "Text Editor",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Description",
@ -191,6 +198,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -214,6 +222,7 @@
"fieldtype": "Attach",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Image",
@ -238,6 +247,7 @@
"fieldtype": "Image",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Image View",
@ -263,6 +273,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Quantity and Rate",
@ -286,6 +297,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Quantity",
@ -313,6 +325,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price List Rate",
@ -333,34 +346,6 @@
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "100px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
@ -369,6 +354,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -391,6 +377,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "UOM",
@ -419,6 +406,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Price List Rate (Company Currency)",
@ -439,6 +427,163 @@
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "discount_and_margin",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Discount and Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "discount_percentage",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Discount on Price List Rate (%)",
"length": 0,
"no_copy": 0,
"oldfieldname": "adj_rate",
"oldfieldtype": "Float",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "100px",
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "column_break_19",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "price_list_rate",
"fieldname": "margin_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Type",
"length": 0,
"no_copy": 0,
"options": "\nPercentage\nAmount",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "margin_rate_or_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Margin Rate or Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"depends_on": "eval:doc.margin_type && doc.price_list_rate",
"fieldname": "total_margin",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Margin",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "2",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -447,6 +592,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -469,6 +615,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Rate",
@ -497,6 +644,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Amount",
@ -525,6 +673,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -547,6 +696,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Rate (Company Currency)",
@ -575,6 +725,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Amount (Company Currency)",
@ -603,6 +754,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Pricing Rule",
@ -627,6 +779,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -650,6 +803,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Rate",
@ -675,6 +829,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Amount",
@ -700,6 +855,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -723,6 +879,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Rate (Company Currency)",
@ -748,6 +905,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Net Amount (Company Currency)",
@ -773,6 +931,7 @@
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Warehouse and Reference",
@ -796,6 +955,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "From Warehouse",
@ -826,6 +986,7 @@
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 1,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer Warehouse (Optional)",
@ -851,6 +1012,7 @@
"fieldtype": "Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Serial No",
@ -876,6 +1038,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Batch No",
@ -902,6 +1065,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Available Qty at From Warehouse",
@ -930,6 +1094,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Available Batch Qty at From Warehouse",
@ -957,6 +1122,7 @@
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Item Group",
@ -983,6 +1149,7 @@
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Brand Name",
@ -1011,6 +1178,7 @@
"fieldtype": "Small Text",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Item Tax Rate",
@ -1036,6 +1204,7 @@
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
@ -1058,6 +1227,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Expense Account",
@ -1084,6 +1254,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Cost Center",
@ -1109,6 +1280,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Against Sales Order",
@ -1133,6 +1305,7 @@
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Against Sales Invoice",
@ -1157,6 +1330,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Against Sales Order Item",
@ -1184,6 +1358,7 @@
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Against Sales Invoice Item",
@ -1208,6 +1383,7 @@
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Installed Qty",
@ -1235,6 +1411,7 @@
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Billed Amt",
@ -1260,6 +1437,7 @@
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Page Break",
@ -1287,7 +1465,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-02-01 11:16:23.749244",
"modified": "2016-03-22 11:10:15.168345",
"modified_by": "Administrator",
"module": "Stock",
"name": "Delivery Note Item",

View File

@ -103,7 +103,6 @@ def process_args(args):
args.item_code = get_item_code(serial_no=args.serial_no)
set_transaction_type(args)
return args
@frappe.whitelist()
@ -433,7 +432,6 @@ def apply_price_list(args, as_doc=False):
# update the value
if fieldname in item and fieldname not in ("name", "doctype"):
item[fieldname] = children[i][fieldname]
return args
else:
return {