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]po[ Finance Core

(Please click on the hexagons for more information)


This package is the base platform for cost management operations and defines cost centers, cost items and investments.  All billing, invoicing, and quotes are associated by and managed through the Finance Core. 

 

image:screenshot_finance_core_2.gif

(Screenshot listing all "Customer" related documents currently on the system.  Presented by order of Due Date by default.  To resort the listing click on the appropriate column header.)

image:screenshot_finance_core_1.gif

(Screenshot displaying all "Outstanding" invoices belonging to "Customer" between the specified dates.)

 

Financial Document Display Filters

 

To selectively view documents, use the filters to screen all the available documents using the parameters below, one per field.


  • Document Status - All, Created, Deleted, Filed, Outstanding, Paid, Past Due, Partially Paid, Rejected, Requested
  • Document Type - ­All, Employee Salary, Repeating Cost, Timesheet Cost, Expense Item, Expense Bundle, Timesheet Budget, Expense Planned Cost
    • ­Customer Documents ­- Customer Invoice, Quote, Delivery Note
    • Provider Do­cuments - Provider Bill, Purchase Order
  • Company - All available and registered companies on the system
  • Start Date
  • End Date
  • ­

All financial documents relating to "Providers" are formatted and searchable in the exact same manner as those belonging to Customers.  To navigate to a view of Provider financial documents, simply click on the "Providers" header located to the right of "Customer".

    

References

Maturity

  • Stable and Active

Related Tutorials

Related Object Types

Related Packages

Related Modules

 

Package Documentation

Kind: Publicity:
[Library Files | Procedures | SQL Files | Content Pages] [Public Only | All]

TCL Libraries

tcl/intranet-cost-center-procs.tcl       Cost Centers 
tcl/intranet-cost-procs.tcl       Bring together all "components" (=HTML + SQL code) related to Costs 

TCL Procedures

im_cc_read_p       Returns "1" if the user can read the global "company" CC 
im_company_payment_balance_component       Returns a formatted HTML with invoices vs. 
im_cost::new       Create a new cost item and return its ID. 
im_cost_cache_sweeper       Checks for the MaxCount projects with the "oldest" outdated cost caches. 
im_cost_center_company       Returns the ID of the "Company - Co" Cost Center 
im_cost_center_name       Returns the cached name of a cost center 
im_cost_center_options       Returns a list of all Cost Centers in the company. 
im_cost_center_read_p       Returns "1" if the user can read the CC, "0" otherwise. 
im_cost_center_select       Returns a select box with all Cost Centers in the company. 
im_cost_center_status_active        
im_cost_center_status_inactive        
im_cost_center_status_options       Cost Center status options 
im_cost_center_type_cost_center        
im_cost_center_type_investment_center        
im_cost_center_type_options       Cost Center type options 
im_cost_center_type_profit_center        
im_cost_center_type_subdepartment        
im_cost_center_write_p       Returns "1" if the user can write to the CC, "0" otherwise. 
im_cost_center_write_p_helper       Returns "t" if the user can write to the CC, "f" otherwise. 
im_cost_payment_method_select       Returns an html select box named $select_name and defaulted to $default with a list of all the partner statuses in the system 
im_cost_permissions       Fill the "by-reference" variables read, write and admin with the permissions of $user_id on $cost_id.<br> Cost permissions depend on the rights of the underlying company and on Cost Center permissions. 
im_cost_project_document_icons       Shows a list of icons for each financial document available as part of the project. 
im_cost_project_document_icons_helper       Helper for: Shows a list of icons for each financial document available as part of the project. 
im_cost_status_created        
im_cost_status_deleted        
im_cost_status_filed        
im_cost_status_options       Cost status options 
im_cost_status_outstanding        
im_cost_status_paid        
im_cost_status_partially_paid        
im_cost_status_past_due        
im_cost_status_rejected        
im_cost_status_requested        
im_cost_status_select       Returns an html select box named $select_name and defaulted to $default with a list of all the cost status_types in the system 
im_cost_template_options       Cost Template options 
im_cost_template_select       Returns an html select box named $select_name and defaulted to $default with a list of all the partner statuses in the system 
im_cost_type_bill        
im_cost_type_company_doc        
im_cost_type_customer_doc        
im_cost_type_delivery_note        
im_cost_type_employee        
im_cost_type_expense_bundle        
im_cost_type_expense_item        
im_cost_type_expense_planned        
im_cost_type_interco_invoice        
im_cost_type_interco_quote        
im_cost_type_invoice        
im_cost_type_is_invoice_or_bill_p       Invoices and Bills have a "Payment Terms" field. 
im_cost_type_is_invoice_or_quote_p       Invoices and Quotes have a "Company" fields, so we need to identify them: 
im_cost_type_options       Cost type options 
im_cost_type_order        
im_cost_type_po        
im_cost_type_provider_doc        
im_cost_type_provider_receipt        
im_cost_type_provider_travel        
im_cost_type_quote        
im_cost_type_repeating        
im_cost_type_select       Returns an html select box named $select_name and defaulted to $default with a list of all the cost_types in the system. 
im_cost_type_short_name        
im_cost_type_timesheet        
im_cost_type_timesheet_budget        
im_cost_type_timesheet_hours        
im_cost_type_timesheet_planned        
im_cost_type_write_p       Returns "1" if the user can create costs of type cost_type_id or 0 otherwise 
im_cost_type_write_permissions       Returns a list of all cost_type_ids for which the user has write permissions for atleast one Cost Center. 
im_cost_type_write_permissions_helper       Returns a list of all cost_type_ids for which the user has write permissions for atleast one Cost Center. 
im_cost_uom_options       Cost UoM (Unit of Measure) options 
im_cost_update_payments       Update the payment amount for a cost item by summing up all payments for this item. 
im_cost_update_project_cost_cache       Calculates the sums of all cost elements per project, including subprojects of arbitrary depth. 
im_costs_base_component       Returns a HTML table containing a list of costs for a particular company or project. 
im_costs_company_component       Returns a HTML table containing a list of costs for a particular company. 
im_costs_company_profit_loss_component       Returns a HTML component to show a list of all main projects together with profit & loss per project. 
im_costs_default_cost_center_for_user       Returns a reasonable default cost center for a given user. 
im_costs_navbar       Returns rendered HTML code for a horizontal sub-navigation bar for /intranet-cost/. 
im_costs_object_list_component       Returns a HTML table containing a list of objects associated with a particular financial document. 
im_costs_project_component       Returns a HTML table containing a list of costs for a particular project. 
im_costs_project_finance_component       Returns a HTML table containing a detailed summary of all financial activities of the project. 
im_costs_select       Returns an html select box named $select_name and defaulted to $default with a list of all the costs in the system. 
im_currency_options       Cost currency options 
im_currency_select       Return a HTML widget that selects a currency code from the list of global countries. 
im_department_options       Returns a list of all Departments in the company. 
im_investment_options       Cost investment options 
im_navbar_tree_finance       Finance Navbar 
im_next_cost_nr       Returns the next free cost number Cost_nr's look like: 2003_07_123 with the first 4 digits being the current year, the next 2 digits the month and the last 3 digits as the current number within the month. 
im_package_cost_id        
im_payment_method_cash        
im_payment_method_undefined        
im_supported_currencies       Returns the list of supported currencies 
im_user_cost_centers       Returns the list of all cost-centes of the user including sub cost-centers 
n20       Converts null ("") values to numeric "0". 
template::widget::im_cost_center_tree       ad_form tree widget for cost centers and departments. 
template::widget::im_currencies       ad_form widget for active currencies The widget displays a list of active currencies. 

SQL Files

sql/common/intranet-cost-backup.sql        
sql/common/intranet-cost-common.sql        
sql/postgresql/intranet-cost-create.sql        
sql/postgresql/intranet-cost-drop.sql        
sql/postgresql/upgrade/upgrade-3.0.0.0-3.0.0.1.sql        
sql/postgresql/upgrade/upgrade-3.0.0.1-3.0.0.8.sql        
sql/postgresql/upgrade/upgrade-3.0.0.1.0-3.0.0.1.1.sql        
sql/postgresql/upgrade/upgrade-3.0.0.6.2-3.0.0.7.0.sql        
sql/postgresql/upgrade/upgrade-3.0.0.7.0-3.0.0.8.0.sql        
sql/postgresql/upgrade/upgrade-3.1.2.0.0-3.1.3.0.0.sql        
sql/postgresql/upgrade/upgrade-3.1.4.0.0-3.2.0.0.0.sql        
sql/postgresql/upgrade/upgrade-3.2.0.0.0-3.2.2.0.0.sql        
sql/postgresql/upgrade/upgrade-3.2.2.0.0-3.2.3.0.0.sql        
sql/postgresql/upgrade/upgrade-3.2.4.0.0-3.2.5.0.0.sql        
sql/postgresql/upgrade/upgrade-3.2.7.0.0-3.2.8.0.0.sql        
sql/postgresql/upgrade/upgrade-3.2.8.0.0-3.2.9.0.0.sql        
sql/postgresql/upgrade/upgrade-3.3.1.0.0-3.3.1.1.0.sql        
sql/postgresql/upgrade/upgrade-3.3.1.1.0-3.3.1.2.0.sql        
sql/postgresql/upgrade/upgrade-3.3.1.2.0-3.3.1.2.1.sql        
sql/postgresql/upgrade/upgrade-3.3.1.2.1-3.3.1.2.2.sql        
sql/postgresql/upgrade/upgrade-3.4.0.0.0-3.4.0.1.0.sql        
sql/postgresql/upgrade/upgrade-3.4.0.1.0-3.4.0.2.0.sql        
sql/postgresql/upgrade/upgrade-3.4.0.2.0-3.4.0.2.1.sql        
sql/postgresql/upgrade/upgrade-3.4.0.2.1-3.4.0.5.0.sql        
sql/postgresql/upgrade/upgrade-3.4.0.5.0-3.4.0.5.1.sql        
sql/postgresql/upgrade/upgrade-3.4.0.5.1-3.4.0.5.2.sql        
sql/postgresql/upgrade/upgrade-3.4.0.7.1-3.4.0.7.2.sql        
sql/postgresql/upgrade/upgrade-3.4.0.8.2-3.4.0.8.3.sql        
sql/postgresql/upgrade/upgrade-3.4.0.8.5-3.4.0.8.6.sql        
sql/postgresql/upgrade/upgrade-3.5.9.9.9-4.0.0.0.0.sql        
sql/postgresql/upgrade/upgrade-4.0.2.0.1-4.0.2.0.2.sql        
sql/postgresql/upgrade/upgrade-4.0.2.0.2-4.0.2.0.3.sql        
sql/postgresql/upgrade/upgrade-4.0.2.0.3-4.0.2.0.4.sql        
sql/postgresql/upgrade/upgrade-4.0.2.0.4-4.0.2.0.5.sql        
sql/postgresql/upgrade/upgrade-4.0.3.1.0-4.0.3.1.1.sql        
sql/postgresql/upgrade/upgrade-4.0.3.1.1-4.0.3.1.2.sql        
sql/postgresql/upgrade/upgrade-4.0.3.1.2-4.0.3.1.3.sql        
sql/postgresql/upgrade/upgrade-4.0.3.3.2-4.0.3.3.3.sql        
sql/postgresql/upgrade/upgrade-4.0.3.3.3-4.0.5.0.0.sql        
sql/postgresql/upgrade/upgrade-4.0.5.0.0-4.0.5.0.1.sql        

Content Files

www/
     cost-centers/
           cost-center-action.tcl Delete selected cost_centers
           index.adp
           index.tcl Show the permissions for all cost_centers in the system
           new.adp
           new.tcl Create a new dynamic value or edit an existing one.
           permissions-user-add.adp
           permissions-user-add.tcl Redirect page for adding users to the permissions list.
     costs/
           cost-action.tcl Purpose: Takes commands from the /intranet-cost/index page and deletes costs where marked
           new.adp
           new.tcl Create a new dynamic value or edit an existing one.
      index.adp
      index.tcl Offers a menu to create new Invoices, Quotes, POs and Bills
      list.adp
      list.tcl List all costs together with their payments
     rep-costs/
           index.adp
           index.tcl Shows a summary of the loged hours by all team members of a project (1 week)
           new-rep-cost.adp
           new-rep-cost.tcl Create a new cost item from a repeating cost such as employee salaries, rent or other fixed costs
           new.adp
           new.tcl Create a new dynamic value or edit an existing one.
 

 



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