Plugin: AccountInfoCockpit

From iDempiere en
Jump to navigation Jump to search

This Page is under construction


Acctinfocpt-result-accountsoverview.png
  • Maintainer: Patric Massing (Hans Auler GmbH)
  • Status: Testing
  • Licence: GPLv2
  • Author: Patric Maßing (Hans Auler GmbH), Germany
  • Date: 2017
  • Required environment: iDempiere with PostgreSQL-Database
  • Source : AccountInfoCockpit





Description

This plugin provides a custom form to display some special accounting information.



The Toolbar

Acctinfocpt-toolbar.png

Here you can start the different Functions

  • AccountCourse
  • Accountsoverview
  • Accountoverview
  • SummaryAccountDocument
  • Summary
  • BalanceOfAccountsList


AccountCourse

Shows the current balance up to date at this line for the defined Account in the

defined date range. The beginning balance is on the first line showed. The

ending balance is on the last Account posting line.


Acctinfocpt-parameter-accountcourse.png


Acctinfocpt-result-accountcourse.png


Accountsoverview

Displays a overview to all accounts from the COA with the current balance.

A date range can be defined in different kinds.

1. DateFrom empty and only DateTo is filled.

2. DateFrom and DateTo are inserted.

Accountvalues are not needed.

Can be time critical if there are many data!


Acctinfocpt-parameter-accountsoverview.png


Acctinfocpt-result-accountsoverview.png


Accountoverview

Displays a overview to the defined account with the current balance.

A date range can be defined in different kinds.

1. DateFrom empty and only DateTo is filled.

2. DateFrom and DateTo are inserted.


Acctinfocpt-parameter-accountoverview.png


Acctinfocpt-result-accountoverview.png


SummaryAccountDocument

In the most cases each product,Project,Salesregion generates a separate factline. If you

have 100 positions in your invoice as example, then the view of the

accounting for a document can be a little bit confusing. This view

show the postings as summary per account.


Acctinfocpt-parameter-summarydocument.png


Acctinfocpt-result-summarydocument.png


Summary

Shows the balance per year, month or day for the selected Account.

Acctinfocpt-parameter-summary-onyear.png


Acctinfocpt-result-summary-onyear.png


BalanceOfAccountsList

List of all accounts in factacct with the balance for each account in the defined

time range. Also the balance before defined the time range and the ending balance.

Can be time critical if there are many data!


Acctinfocpt-parameter-balanceofaccountslist.png

Acctinfocpt-result-balanceofaccountslist.png


Installation

Next to the plugin itselfe.

In the sql-folder of the plugin-source are two files.

1. pat_facource.sql -> Is the needed View.

2. pat_accountcourse.sql -> The function for AccountCourse

The view and the function must be created in the database.