2.9. Documents

2.9.1. Calculation of tax value

Below is presented method used by LMS to calculate tax value. Values of all calculations are rounded to hundredths.

Unitary price in LMS database is brutto value (including tax).

• tax value = (tax rate / 100) + 1

  Example: tax rate is 22%

  tax value = (22 / 100) + 1 = 1.22

• unitary netto price = unitary brutto price / tax value

  Example: unitary brutto price of 1 meter of cable is $2.56, tax rate is 22%

  unitary netto price = $2.56 / 1,22 = $2.10

• total brutto price = unitary brutto price * count

  Example: unitary brutto price of 1 meter of cable is $2.56, number of meters is 1366, tax rate is 22%

  total brutto price = $2.56 * 1366 m = $3496.96

• total netto price = total brutto price / tax value

  Example: unitary brutto price of 1 meter of cable is $2.56, number of meters is 1366, tax rate is 22%

  total netto price = ($2.56 * 1366 m = $3496.96) / 1,22 = $2866.36

2.9.2. Invoices

It's possible to issue invoices in either automatic or manual way. Manual invoices creation is possible in 'New Invoice' module from 'Finances' menu. Automatic issue might be helpful while you have legal contracts with your users. In this case invoices are created by lms-payments script or lmsd daemon.

For proper work of printouts you need to define division's invoices data (e.g. header, footer, default expositor, place, bank account) and configure some options in configuration section [invoices]:

• print_balance_history

  If true on invoice (html) will be printed history of financial operations on customer account. Default: not set.

  Example: print_balance_history = true

• print_balance_history_limit

  Records number on customer balance list on invoice. Specify last x records. Default: 10.

  Example: print_balance_history_limit = 20000

When printing by default are displayed original and copy pages, it can be changed:

• default_printpage

  Coma-separated list of default invoice printout pages. You can use "original", "copy", "duplicate". Default: "original,copy".

  Example: default_printpage = "original"

2.9.2.1. HTML

Invoices are printed in html format by default using provided template. In [invoices] section you can also configure:

• template_file

  Invoice template, which should be placed in templates directory. Default: invoice.html.

  Example: template_file = invoice-mynet.html

• content_type

  Invoice content-type. If you enter here 'application/octet-stream' then browser will ask to save file on disk, instead of displaying it. It's useful if you use your own template which generate eg. rtf or xls file. Default: 'text/html'

  Example: content_type = application/octet-stream

• attachment_name

  File name for saving finished invoice printout. WARNING: Setting attachment_name with default content_type will (in case of MSIE) print invoice + prompt for save on disk + bonus browser crash (6.0SP1 on WInXP). Default: empty.

  Example: attachment_name = invoice.xls

Generated invoice in HTML format consist of originals and copies, which are separated by CSS page-break markups, so every modern browser that supports CSS should print many-page invoices correctly. This behavior was tested on Microsoft Internet Explorer 6.0, Opera 7.02 and Mozilla 1.3.

Almost every internet browser has printing configuration, where functions like header and footer or URL printing can be disabled.

2.9.3. Transfer forms

Transfer forms it's Polish specific feature. Data for payment form printouts is get from customer's division info. The title of payment can be set using 'pay_title' option in [finances] section.

2.9.4. Cash Receipts

2.9.5. Other documents

Documents support is not limited to invoices. You might store virtually any documents you want in LMS, such as contracts, protocols, annexes and others. You can assign any number of documents to each customer in 'Customer documents' tab in 'Customer information' panel. Each document should have defined title, type and additionally you might define it's time span (time until when it's valid) and description. Document files are being stored outside of database (which should be kept in mind while doing backups!) in directory defined with doc_dir in [directories] section of config file.

Documents can be uploaded to system as prepared files, but also generated from templates with use of defined wizards. Here system gives great configuration possibilities. In directory documents/templates/default you can find default document wizard (template and engine). You can create unlimited number of own documents wizards, which must be placed in documents/templates/ directory.

Each wizard must have file info.php with specified structure:

<?php
$engine = array(
    'name' => 'default', 	// wizard (directory) name, lower case letters and numbers
    'engine' => 'default', 	// engine directory (engine.php)
    'template' => 'template.html', 		// template file (in 'name' directory)
    'title' => trans('Default document'), 	// description for LMS-UI
    'content_type' => 'text/html', 		// output file type
    'output' => 'default.html', 			// output file name
    'plugin' => 'plugin',			// plugin file name (in 'name' directory)
    'post-action' => 'post-action',		// action file executed after document addition (in transaction)
)
?>

Member plugin specify name of php file used for printing additional fields on document creation form. Plugin can also consist errors handlers for those fields. After document creation will be executed PHP script which name (without extension) should be specified in post-action value.