This commit is contained in:
Umair Sayed
2018-08-01 11:26:19 +05:30
parent a6b627cb86
commit 0d081aee5e
7 changed files with 55 additions and 16 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 201 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 818 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 55 KiB

View File

@@ -0,0 +1,29 @@
<!-- add-breadcrumbs -->
# Auto Repeat
Auto Repeat feature helps you create certain transaction automatically in a given time period.
## Use Case
Assuming that you follow deferred expense system for some items. It requires you to create same Journal Entry each month to Cr. Deferred Expense a/c to Dr. Expense Account. You can create first Journal Entry manually for it, and then create auto-repeat transaction for it.
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.png">
#### Auto Repeat
To set the subscription for the sales invoice Go to Subscription > select base doctype "Sales Invoice" > select base docname "Invoice No" > Save
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.gif">
**From Date and To Date**: This defines contract period with the customer.
**Repeat on Day**: If frequency is set as Monthly, then it will be day of the month on which recurring invoice will be generated.
**Notify By Email**: If you want to notify the user about auto recurring invoice.
**Print Format**: Select a print format to define document view which should be emailed to customer.
**Disabled**: It will stop to make auto recurring documents against the subscription.
### Difference between Subscription and Auto Repeat

View File

@@ -13,6 +13,7 @@ inter-company-journal-entry
payment-entry
deferred-revenue
subscription
auto-repeat
multi-currency-accounting
advance-payment-entry
payment-request

View File

@@ -1,25 +1,35 @@
<!-- add-breadcrumbs -->
# Subscription
If you have a contract with the Customer where your organization gives bill to the Customer on a monthly, quarterly, half-yearly or annual basis, you can use subscription feature to make auto invoicing.
If you offer a service which requires renewal in the certain time period (yearly, monthly, quarterly etc.), you can use Subscription feature to track them. Subscription master captures all the details required for the auto-creation of Sales Invoice on subscription expiry.
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.png">
Let's consider a use-case of ERPNext subscription itself. Our hosting plans are available on yearly basis. Each customer's account has subscription expiry date, after which customer must renew their subscription with us.
#### Scenario
To manage client's subscription expiry and auto-generation of Sales Invoice for the renewal, we use Subscription feature.
Subscription for your hosted ERPNext account requires yearly renewal. We use Sales Invoice for generating proforma invoices. To automate proforma invoicing for renewal, we set original Sales Invoice on the subscription form. Recurring proforma invoice is created automatically just before customer's account is about to expire, and requires renewal. This recurring Proforma Invoice is also emailed automatically to the customer.
### Subcription Validity
To set the subscription for the sales invoice
Goto Subscription > select base doctype "Sales Invoice" > select base docname "Invoice No" > Save
**Start Date:** Day from when the subscription will be valid.
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.gif">
**Days Until Due:** Enter no. of days for which subscription will be valid.
**From Date and To Date**: This defines contract period with the customer.
Based on the subscription start and end date, actual dates for invoices will be calculated.
**Repeat on Day**: If frequency is set as Monthly, then it will be day of the month on which recurring invoice will be generated.
### Subscription Plan
**Notify By Email**: If you want to notify the user about auto recurring invoice.
The subscription plan is linked to an Item, for which Sales Invoice is created.
**Print Format**: Select a print format to define document view which should be emailed to customer.
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/item-subscriber.png">
**Disabled**: It will stop to make auto recurring documents against the subscription
### Taxes
Select Taxes and Charges which will be applicable in the Sales Invoice created agains this Subscription.
### Discounts
Mention discounts if any which will be applied on this particular subscription.
### Difference Between Recurring and Subscription
Before Subscription feature was added in ERPNext, the current Auto-Repeat feature was available as subscription only.
The Auto-Repeat feature which is applicable for multiple transactions like Sales Order, Purchase Order, Invoices, Journal Entry etc. Whereas based on Subscription, only Sales Invoices are auto-created.

View File

@@ -25,8 +25,7 @@ In this table, you should select Item Group, Fiscal Year, Target Qty and Amount.
If you wish to spread allocated target across months, then you should setup Monthly Distribution master, and select it in the Sales Person master. Considering our example, target for the month of December will be set as 5 qty (10% of total allocation).
<img class="screenshot" alt="Target Distribution" src="/docs/assets/im/selling/sales-person-target-distribution.gif">
<img class="screenshot" alt="Target Distribution" src="{{docs_base_url}}assets/img/selling/sales-person-target-distribution.gif">
####Report - Sales Person Target Variance Item Groupwise
@@ -79,7 +78,7 @@ To create new Monthly Distriibution, go to:
`Accounts > Monthly Distributon`
<img class="screenshot" alt="Target Distribution" src="{{docs_base_url}}/assets/img.selling/erpnext/target-distribution.png">
<img class="screenshot" alt="Target Distribution" src="{{docs_base_url}}/assets/img/selling/target-distribution.png">
You can link Monthly Distribution while allocating targets in Sales Person as well as in Territory master.