Account Payables for the same Partner in OpenERP - openerp-7

I'd like to know how I can utilize OpenERP fully in term of doctor commission payouts. Ideally, I'd like to know the breakdown of the commission of a doctor (from consultation / visiting in-patient / operation, etc).
An example:
The consultation fee is USD 100, the USD 60 will go as hospital income while the remaining USD 40 goes to the doctor as a commission fee.
From the above example I try to do it this way
I split the consultation fee to two products, Hospital Fee is USD 60 and the Doctor Fee is USD 40. For Hospital Fee I set the income account to "a hospital income", while Doctor Fee I set the income account to "a payable doctor fee". This way once the sale order is confirmed both income and payable accounts are updated correctly.
Issue:
With this method one doctor will have a lot of payable accounts (consultations / procedures / etc). I still can't figure out the way of performing payments to the doctor. I tried to setup the doctor as supplier, however the account payable can only be one for each supplier.
Anyone has any ideas on this ? Perhaps there's better way ? Thanks.

Related

SQL query for deposits and withdrawals. With condition the withdrawals after 3 months don't count

I'm trying to solve this task. But I can't understand how to add 3 months condition right. Please help
Partners receive bonuses for every client that they introduce to the company. Assume that the company has 3 active partners.
Partner paid on a monthly based - for every introduced client partner gets 0.5% of the amount deposited by the client excluding withdrawals. But, with the condition that if the client withdraws the amount more than 3 months after the amount was deposited – such withdrawals are not included in the partner’s bonus reduction.
For example, in August partner’s client deposited $1000 and withdraw $100. Partner gets (1000-100)*0.5%=$4.5. But in case the $100 withdrawal is from the deposit made by the client in April, in this case, the partner’s bonus is (1000)*0.5%=$5
Task: write a SQL script that calculates the monthly bonus amount for each partner.
Data is in the link [1]: https://docs.google.com/spreadsheets/d/17xo_gnu9nEwXuCNb8vBLEVrhPEKJaIRN/edit?usp=sharing&ouid=112201519964034772995&rtpof=true&sd=true
Between worls only when the date left of the AND is lower tha the right.
So your code mus look like
select
*
from
transactions
where date=any (select
date
from
transactions
where type='withdrawal'
and date between (date - interval '3 month') AND date)
and type='deposit'
order by 1,3,7

Sum of 2 level discount

I am using SQL Server 2008 R2. I need to calculate sum 2 of levels discount. 1st one is item level, like 10% discount on any item. After offering this discount there is amount to receive is for example Rs.510. But shop keeper will get 500 and give him another discount Rs.10.
Now the second level discount is in main table and item wise discount is in child table. How I can calculate the sum of discount daily or monthly etc. and how I will get the following output. As when I am using inner join the discount in main table will be repeat for N number of items. Sum of discount on item wise is not an issue, but the invoice level is. Please help.
--------------------------------------------------------------
Invoice No. Date Total Discount Invoice Amount
--------------------------------------------------------------
INV-00001 01/01/2020 12 500
INV-00002 01/01/2020 10000
INV-00003 01/01/2020 30 900
--------------------------------------------------------------

Setting up GST invoice application report differs for item wise sales against total sales

We have set up GST application where I am getting difference between reports like monthly item wise sales report against monthly total sales report.
Please suggest me any changes I need to make for following rules:
We have 3 tables
A. Order master - single line for every order is stored with summarized values
B. Order product details - Each line item stored with respective qty, price etc.
C. Order tax details - line item wise tax details having separate row for CGST, SGST etc.
Here is how I am storing the data:
Tax is applicable on every line item [To generate final invoice all items in order group, we create some of all line items and storing value in Order Master.]
We are rounding 2 decimal value for 3 precision [eg. 4.657 = 4.66, 4.643 = 4.64] as per GST council
Rounding value is stored in Order Master table
For discount there are 2 cases
Percent based discount - Let's say if discount is 10% then from every individual line item 10% discount gets deducted than tax will be applicable for each line item
Flat discount - Let's say for 1000/- Rs order somebody wants to give 80/- Rs. discount than from each line item 8% is deducted and than tax will be applied, off course customer may not pay exact 920/- Rs. amount due to reversal of tax amount.
Now when I am generating following reports:
Monthly item wise sales report [Product wise sales report]
Monthly total sales report [Total sales]
Monthly payment type wise report [Bank, Cheque, Cash]
I am getting difference due to rounding of values. Can anyone suggest me which is the best way to set up rounding formula and up to which decimal point should I go to round the values.
I am using SQL server as backend and .net as front end technology.

SQL Database Design for monthly issued coupons

I'm struggling with a database schema for a problem I'm having.
Let's say I own a business that sells monthly services (cleaning) to different companies.
However, I give companies monthly saveable 'coupons' that act like a reduction (of 5 dollars) based on their amount of users.
Example:
It's april 2018
Company XYZ has to pay 1.000 dollars for their monthly cleaning services by my business.
XYZ, has 5 employees, so they will have 5 coupons for the month of april.
HOWEVER, since coupons can be saved (for a period of 2 months), company XYZ will not use the coupons of only april, but also of march (since they didn't use any that month and february coupons are already used up).
Result:
10 coupons are used on their april invoice (5 of march, 5 of april):
total amount to pay 950 dollars
My thing is that I want to automate this. With one click on the button, my system will have to check:
How many users there are
If there are any unused coupons from last 2 months (and use those first if they exist)
Apply coupons to their invoice.
I want to design this first in a database but i'm struggling:
This is my design
Company
CompanyID
Name
User
UserID
CompanyID
UserID
Now I'm struggling with the coupon design, how can I develop this so that I can automise my problem.
I will need to save coupons per company per month.
My idea is to do it like this:
Company_Month_Coupon
CompanyID
Coupon_Count
Month
I wasn't sure if i could do this in one table and i'm not so sure with the following problem:
what if my program user decides to cancel an invoice, how would my system know from which month the coupons came?
What design would be adviced in a coupon-sharing system?
Any advice to tackling this problem would greatly appreciated.
I would go with your idea and have 2 more tables: Invoices and Invoices_UsedCoupons
Invoices:
ID (Primary key)
CompanyID
Month
Status (to set a cancelled status on your invoice if you don't want to delete from the DB)
Invoices_UsedCoupons:
InvoiceId (foreign key to Invoices table)
Coupon_Count
Month (this field is for the used coupons from Company_Month_Coupon table)
The reasons for this:
We should still store the issued coupons (in your Company_Month_Coupon table) because for each month, the number of employees may change. It means that you have to keep track of the issued coupons whenever the number of employees changes.
With Invoices and Invoices_UsedCoupons table, you could easily calculate the actual used coupons & the remaining coupons.
what if my program user decides to cancel an invoice, how would my
system know from which month the coupons came?
All the information is available in Invoices and Invoices_UsedCoupons tables. If you want to reclaim coupons after cancelling the invoice, it's also easy to do.
"I will need to save coupons per company per month."
Maybe you can do the opposite. In the database does not store coupons that can be used, but only those that are actually used, for example in the table "used_coupons"
The idea is that the coupons are given up by default, so it makes no sense to store them. Only need to save the used coupons.
At checkout you need to find out how much users is in the company and how many "used coupons" is saved in the last two months.
If X coupons are returned then from the "used_coupons" table you need to delete the latest X coupons.

How to model and define a fact that can have multiple values for a dimension in an ssas cube

I am encountering an issue in which I have sales which can be part of multiple promotions. I am trying to use a sales fact table which will have multiple rows for sales in multiple promotions. Thus, the cube can only accurately be used to aggregate sales within a promotion, not across promotions.
e.g., here are a couple of rows that could appear in the fact table:
saleid sku sales_date promotion_id revenue
1 123 1-1-2013 1 10
1 123 1-1-2013 2 10
This is one sale which gave the company revenue of $10, but it was part of two different promotions. I want to give users the ability to sum sales for promotion 1, and sales for promotion 2, but not for all promotions at the same time (which would indicate $20 of sales overall).
I think that this should be able to be done in SSAS, but I can't figure out how to do it. Ideally the cube would be defined so that the user can only use it in conjunction with the promotion dimension (and other dimensions as desired), but I'd settle for defining the facts so that they cannot be summed across promotions.
thanks, --sw