process/report/curr-inc-bud-exp.p

   1 &ANALYZE-SUSPEND _VERSION-NUMBER UIB_v8r12
   2 &ANALYZE-RESUME
   3 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _CUSTOM _DEFINITIONS Procedure
   4 /*--------------------------------------------------------------------------
   5   Report:   Current Income and Budgetted Expenditure
   6   Author:   Andrew McMillan
   7   Date:     2/2/1999
   8   ------------------------------------------------------------------------*/
   9
  10 DEF INPUT PARAMETER report-options AS CHAR NO-UNDO.
  11
  12 DEF VAR preview   AS LOGI NO-UNDO INIT No.
  13 DEF VAR show-rebates AS LOGI NO-UNDO INIT No.
  14 DEF VAR property-1 AS INT NO-UNDO INIT 0.
  15 DEF VAR property-n AS INT NO-UNDO INIT 99999.
  16 DEF VAR selection-style AS CHAR NO-UNDO.
  17 DEF VAR test-client-code AS CHAR NO-UNDO INITIAL ?.
  18 DEF VAR company-list AS CHAR NO-UNDO INITIAL ?.
  19 DEF VAR month-1 AS INT NO-UNDO.
  20 DEF VAR month-n AS INT NO-UNDO.
  21 RUN parse-parameters.
  22
  23 DEF VAR property-code AS INT NO-UNDO.
  24 DEF VAR property-name AS CHAR NO-UNDO.
  25
  26 DEF VAR user-name AS CHAR NO-UNDO.
  27 {inc/username.i "user-name"}
  28 DEF VAR timeStamp AS CHAR FORMAT "X(44)" NO-UNDO.
  29 timeStamp = STRING( TODAY, "99/99/9999") + ", " + STRING( TIME, "HH:MM:SS") + " for " + user-name.
  30
  31 DEF VAR pr-line AS CHAR INIT "" NO-UNDO.        /* used everywhere to hold print line */
  32
  33 DEF VAR title-font  AS CHAR NO-UNDO   INITIAL "proportional,helv,point,12,bold".
  34 DEF VAR time-font   AS CHAR NO-UNDO   INITIAL "proportional,helv,point,6,normal".
  35 DEF VAR break1-font AS CHAR NO-UNDO   INITIAL "proportional,helv,point,12,lpi,7,bold".
  36 DEF VAR break2-font AS CHAR NO-UNDO   INITIAL "proportional,helv,point,8,bold".
  37 DEF VAR base-font   AS CHAR NO-UNDO   INITIAL "fixed,courier,cpi,17,lpi,8.5,bold".
  38
  39 {inc/ofc-this.i}
  40 {inc/ofc-set.i "Property-Expense-Groups" "expense-groups"}
  41
  42 /* _UIB-CODE-BLOCK-END */
  43 &ANALYZE-RESUME
  44
  45
  46 &ANALYZE-SUSPEND _UIB-PREPROCESSOR-BLOCK
  47
  48 /* ********************  Preprocessor Definitions  ******************** */
  49
  50 &Scoped-define PROCEDURE-TYPE Procedure
  51
  52
  53
  54 /* _UIB-PREPROCESSOR-BLOCK-END */
  55 &ANALYZE-RESUME
  56
  57
  58 /* ************************  Function Prototypes ********************** */
  59
  60 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _FUNCTION-FORWARD get-account-budget Procedure
  61 FUNCTION get-account-budget RETURNS DECIMAL
  62   ( INPUT et AS CHAR, INPUT ec AS INT, INPUT ac AS DEC )  FORWARD.
  63
  64 /* _UIB-CODE-BLOCK-END */
  65 &ANALYZE-RESUME
  66
  67
  68 /* *********************** Procedure Settings ************************ */
  69
  70 &ANALYZE-SUSPEND _PROCEDURE-SETTINGS
  71 /* Settings for THIS-PROCEDURE
  72    Type: Procedure
  73    Allow:
  74    Frames: 0
  75    Add Fields to: Neither
  76    Other Settings: CODE-ONLY COMPILE
  77  */
  78 &ANALYZE-RESUME _END-PROCEDURE-SETTINGS
  79
  80 /* *************************  Create Window  ************************** */
  81
  82 &ANALYZE-SUSPEND _CREATE-WINDOW
  83 /* DESIGN Window definition (used by the UIB)
  84   CREATE WINDOW Procedure ASSIGN
  85          HEIGHT             = .08
  86          WIDTH              = 32.57.
  87 /* END WINDOW DEFINITION */
  88                                                                         */
  89 &ANALYZE-RESUME
  90
  91
  92
  93 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _CUSTOM _INCLUDED-LIB Procedure
  94 /* ************************* Included-Libraries *********************** */
  95
  96 {inc/method/m-txtrep.i}
  97
  98 /* _UIB-CODE-BLOCK-END */
  99 &ANALYZE-RESUME
 100
 101
 102
 103 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _CUSTOM _MAIN-BLOCK Procedure
 104
 105
 106 /* ***************************  Main Block  *************************** */
 107
 108 OUTPUT TO VALUE(txtrep-print-file) KEEP-MESSAGES PAGE-SIZE 0.
 109
 110 RUN pclrep-start( preview, "reset,portrait,tm,2,a4,lm,6,courier,cpi,18,lpi,9").
 111
 112 IF selection-style = "OneClient" THEN           RUN for-one-client.
 113 ELSE IF selection-style = "CompanyList" THEN    RUN for-company-list.
 114 ELSE
 115   RUN for-each-property.
 116
 117 OUTPUT CLOSE.
 118
 119 RUN pclrep-finish.
 120
 121 /* _UIB-CODE-BLOCK-END */
 122 &ANALYZE-RESUME
 123
 124
 125 /* **********************  Internal Procedures  *********************** */
 126
 127 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE each-property Procedure
 128 PROCEDURE each-property :
 129 /*------------------------------------------------------------------------------
 130   Purpose:  Print the outgoings budgets for the property
 131 ------------------------------------------------------------------------------*/
 132 DEF INPUT PARAMETER property-code AS INT NO-UNDO.
 133
 134 DEF VAR inc-amount AS DECIMAL INITIAL 0 NO-UNDO.
 135 DEF VAR bldg-area AS DECIMAL INITIAL 0 NO-UNDO.
 136 DEF VAR inc-total AS DECIMAL INITIAL 0 NO-UNDO.
 137 DEF VAR exp-total AS DECIMAL INITIAL 0 NO-UNDO.
 138
 139   RUN print-income( property-code, OUTPUT inc-total, OUTPUT bldg-area ).
 140   RUN print-expenses( property-code, bldg-area, OUTPUT exp-total ).
 141
 142   RUN print-report-line( "=", "Net Receipts", (inc-total - exp-total), bldg-area).
 143   RUN pclrep-page-break.
 144
 145 END PROCEDURE.
 146
 147 /* _UIB-CODE-BLOCK-END */
 148 &ANALYZE-RESUME
 149
 150
 151 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE for-company-list Procedure
 152 PROCEDURE for-company-list :
 153 /*------------------------------------------------------------------------------
 154   Purpose:
 155 ------------------------------------------------------------------------------*/
 156 DEF VAR i AS INT NO-UNDO.
 157 DEF VAR n AS INT NO-UNDO.
 158 DEF VAR company-code AS INT NO-UNDO.
 159
 160   FIND ConsolidationList WHERE ConsolidationList.Name = company-list NO-LOCK.
 161   n = NUM-ENTRIES( ConsolidationList.CompanyList ).
 162   DO i = 1 TO n:
 163     company-code = INT( ENTRY( i, ConsolidationList.CompanyList ) ).
 164     FOR EACH Property WHERE Property.CompanyCode = company-code
 165                         AND Property.Active NO-LOCK:
 166       property-code = Property.PropertyCode.
 167       property-name = Property.Name.
 168       RUN each-property( property-code ).
 169     END.
 170   END.
 171
 172 END PROCEDURE.
 173
 174 /* _UIB-CODE-BLOCK-END */
 175 &ANALYZE-RESUME
 176
 177
 178 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE for-each-property Procedure
 179 PROCEDURE for-each-property :
 180 /*------------------------------------------------------------------------------
 181   Purpose:
 182 ------------------------------------------------------------------------------*/
 183
 184   FOR EACH Property WHERE Property.PropertyCode >= property-1
 185                       AND Property.PropertyCode <= property-n
 186                       AND Property.Active NO-LOCK:
 187     property-code = Property.PropertyCode.
 188     property-name = Property.Name.
 189     RUN each-property( property-code ).
 190   END.
 191
 192 END PROCEDURE.
 193
 194 /* _UIB-CODE-BLOCK-END */
 195 &ANALYZE-RESUME
 196
 197
 198 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE for-one-client Procedure
 199 PROCEDURE for-one-client :
 200 /*------------------------------------------------------------------------------
 201   Purpose:
 202 ------------------------------------------------------------------------------*/
 203
 204   FOR EACH Company WHERE Company.ClientCode = test-client-code NO-LOCK:
 205     FOR EACH Property OF Company WHERE Property.Active NO-LOCK:
 206       property-code = Property.PropertyCode.
 207       property-name = Property.Name.
 208       RUN each-property( property-code ).
 209     END.
 210   END.
 211
 212
 213 END PROCEDURE.
 214
 215 /* _UIB-CODE-BLOCK-END */
 216 &ANALYZE-RESUME
 217
 218
 219 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE inst-page-footer Procedure
 220 PROCEDURE inst-page-footer :
 221 /*------------------------------------------------------------------------------
 222   Purpose:  Print any page footer
 223 ------------------------------------------------------------------------------*/
 224
 225 END PROCEDURE.
 226
 227 /* _UIB-CODE-BLOCK-END */
 228 &ANALYZE-RESUME
 229
 230
 231 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE inst-page-header Procedure
 232 PROCEDURE inst-page-header :
 233 /*------------------------------------------------------------------------------
 234   Purpose:  Print any page header
 235 ------------------------------------------------------------------------------*/
 236
 237   RUN pclrep-line( "univers,Point,6,bold,Proportional", TimeStamp).
 238   RUN pclrep-line( "", "" ).
 239   RUN pclrep-line( "univers,Point,12,bold,Proportional",
 240             "Current Income and Budgetted Expenditure for P"
 241             + TRIM(STRING(property-code))
 242             + " - "
 243             + property-name ).
 244   RUN pclrep-line( "", "" ).
 245
 246   /* Put any column headers here */
 247   pr-line = FILL(" ", 68) + "$PA            Area SqM      $/SqM         P.C.M." .
 248   RUN pclrep-line( base-font, pr-line ).
 249   RUN pclrep-down-by(1).
 250
 251 END PROCEDURE.
 252
 253 /* _UIB-CODE-BLOCK-END */
 254 &ANALYZE-RESUME
 255
 256
 257 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE old-code Procedure
 258 PROCEDURE old-code :
 259 /*------------------------------------------------------------------------------
 260   Purpose:
 261   Parameters:  <none>
 262   Notes:
 263 ------------------------------------------------------------------------------*/
 264 /*
 265   FOR EACH PropertyOutgoing NO-LOCK WHERE PropertyOutgoing.PropertyCode = Property.PropertyCode
 266                                     AND PropertyOutgoing.BudgetAmount < 0,
 267             FIRST ChartOfAccount NO-LOCK WHERE ChartOfAccount.AccountCode =  PropertyOutgoing.AccountCode:
 268     pr-line = FILL(" ", 20)
 269          + STRING( PropertyOutgoing.AccountCode, "9999.99") + "  "
 270          + STRING( ChartOfAccount.Name, "X(50)") + "  "
 271          + STRING( - PropertyOutgoing.BudgetAmount, "->>,>>>,>>9.99") + "  "
 272          + STRING( bldg-area, "->>,>>>,>>9.99") + "  "
 273          + STRING( - (PropertyOutgoing.BudgetAmount / bldg-area), "->,>>9.99") + "  "
 274          + STRING( - (PropertyOutgoing.BudgetAmount / 12), "->>,>>>,>>9.99").
 275     RUN pclrep-line( base-font, pr-line ).
 276     inc-total = inc-total - PropertyOutgoing.BudgetAmount .
 277   END.
 278   inc-amount = 0.
 279   area-size = 0.
 280   FOR EACH TenancyLease OF Property NO-LOCK WHERE Tenancylease.LeaseStatus <> "PAST"
 281                 AND CAN-FIND( FIRST RentalSpace OF TenancyLease WHERE RentalSpace.AreaStatus <> "V" AND RentalSpace.AreaStatus <> "X"):
 282     inc-amount = inc-amount + TenancyLease.OutgoingsBudget.
 283   END.
 284   IF inc-amount <> 0 THEN DO:
 285     pr-line = FILL(" ", 20)
 286            + FILL( " ", 7) + "  "
 287            + STRING( "Outgoings", "X(50)") + "  "
 288            + STRING( inc-amount, "->>,>>>,>>9.99") + "  "
 289            + STRING( bldg-area, "->>,>>>,>>9.99") + "  "
 290            + STRING( (IF bldg-area = 0 THEN 0 ELSE inc-amount / bldg-area), "->,>>9.99") + "  "
 291            + STRING( (inc-amount / 12), "->>,>>>,>>9.99").
 292     RUN pclrep-line( base-font, pr-line ).
 293     inc-total = inc-total + inc-amount.
 294   END.
 295 */
 296
 297 /*
 298   FOR EACH PropertyOutgoing NO-LOCK WHERE PropertyOutgoing.PropertyCode = Property.PropertyCode
 299                                     AND PropertyOutgoing.BudgetAmount > 0,
 300             FIRST ChartOfAccount NO-LOCK WHERE ChartOfAccount.AccountCode =  PropertyOutgoing.AccountCode:
 301     pr-line = FILL(" ", 20)
 302          + STRING( PropertyOutgoing.AccountCode, "9999.99") + "  "
 303          + STRING( ChartOfAccount.Name, "X(50)") + "  "
 304          + STRING( PropertyOutgoing.BudgetAmount, "->>,>>>,>>9.99") + "  "
 305          + STRING( bldg-area, "->>,>>>,>>9.99") + "  "
 306          + STRING( (PropertyOutgoing.BudgetAmount / bldg-area), "->,>>9.99") + "  "
 307          + STRING( (PropertyOutgoing.BudgetAmount / 12), "->>,>>>,>>9.99").
 308     RUN pclrep-line( base-font, pr-line ).
 309     exp-total = exp-total + PropertyOutgoing.BudgetAmount .
 310   END.
 311 */
 312
 313 END PROCEDURE.
 314
 315 /* _UIB-CODE-BLOCK-END */
 316 &ANALYZE-RESUME
 317
 318
 319 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE parse-parameters Procedure
 320 PROCEDURE parse-parameters :
 321 /*------------------------------------------------------------------------------
 322   Purpose:
 323 ------------------------------------------------------------------------------*/
 324 DEF VAR token AS CHAR NO-UNDO.
 325 DEF VAR i AS INT NO-UNDO.
 326 DEF VAR fin-year AS INT NO-UNDO.
 327
 328 {inc/showopts.i "report-options"}
 329
 330   DO i = 1 TO NUM-ENTRIES( report-options, "~n" ):
 331     token = ENTRY( i, report-options, "~n" ).
 332
 333     CASE ENTRY( 1, token ):
 334       WHEN "Preview" THEN               preview = Yes.
 335       WHEN "Client" THEN                test-client-code = ENTRY(2,token).
 336       WHEN "CompanyList" THEN           company-list = ENTRY(2,token).
 337       WHEN "Selection" THEN             selection-style = ENTRY(2,token).
 338       WHEN "ShowRebates" THEN           show-rebates = Yes.
 339       WHEN "Properties" THEN ASSIGN
 340         property-1 = INT( ENTRY(2,token) )
 341         property-n = INT( ENTRY(3,token) ).
 342     END CASE.
 343
 344   END.
 345
 346   /* Calculate the range of months */
 347   FIND Month WHERE Month.StartDate <= TODAY AND Month.EndDate >= TODAY NO-LOCK.
 348   FIND FinancialYear OF Month NO-LOCK.
 349   FIND FIRST Month OF FinancialYear NO-LOCK.
 350   month-1 = Month.MonthCode.
 351   FIND LAST Month OF FinancialYear NO-LOCK.
 352   month-n = Month.MonthCode.
 353
 354 END PROCEDURE.
 355
 356 /* _UIB-CODE-BLOCK-END */
 357 &ANALYZE-RESUME
 358
 359
 360 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE print-expenses Procedure
 361 PROCEDURE print-expenses :
 362 /*------------------------------------------------------------------------------
 363   Purpose:
 364 ------------------------------------------------------------------------------*/
 365 DEF INPUT PARAMETER property-code AS INT NO-UNDO.
 366 DEF INPUT PARAMETER bldg-area AS DECIMAL NO-UNDO.
 367 DEF OUTPUT PARAMETER exp-total AS DECIMAL NO-UNDO.
 368
 369 DEF VAR budget-amount AS DEC NO-UNDO.
 370
 371   /* Print expense totals */
 372   exp-total = 0.0 .
 373   FOR EACH AccountGroup NO-LOCK WHERE LOOKUP( AccountGroup.AccountGroupCode, expense-groups ) > 0
 374                                    BY AccountGroup.Sequence:
 375     FOR EACH ChartOfAccount NO-LOCK OF AccountGroup:
 376       budget-amount = get-account-budget( "P", property-code, ChartOfAccount.AccountCode ).
 377       IF budget-amount <> 0 THEN DO:
 378         RUN print-report-line( "", STRING( ChartOfAccount.AccountCode, "9999.99") + "  "
 379                                  + STRING( ChartOfAccount.Name),
 380                                  budget-amount, bldg-area ).
 381         exp-total = exp-total + budget-amount.
 382       END.
 383     END.
 384   END.
 385
 386   RUN print-report-line( "-", "", exp-total, bldg-area).
 387   RUN pclrep-down-by(1).
 388
 389 END PROCEDURE.
 390
 391 /* _UIB-CODE-BLOCK-END */
 392 &ANALYZE-RESUME
 393
 394
 395 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE print-income Procedure
 396 PROCEDURE print-income :
 397 /*------------------------------------------------------------------------------
 398   Purpose:
 399 ------------------------------------------------------------------------------*/
 400 DEF INPUT PARAMETER property-code AS INT NO-UNDO.
 401 DEF OUTPUT PARAMETER inc-total AS DECIMAL NO-UNDO.
 402 DEF OUTPUT PARAMETER bldg-area AS DECIMAL NO-UNDO.
 403
 404 DEF VAR inc-amount AS DECIMAL INITIAL 0 NO-UNDO.
 405 DEF VAR area-size AS DECIMAL INITIAL 0 NO-UNDO.
 406
 407   /* Print income totals */
 408   inc-total = 0.0 .
 409   bldg-area = 0.0 .
 410   FOR EACH RentChargeType NO-LOCK,
 411       FIRST ChartOfAccount NO-LOCK WHERE ChartOfAccount.AccountCode =  RentChargeType.AccountCode
 412       BY RentChargeType.AccountCode:
 413     inc-amount = 0.
 414     area-size = 0.
 415     FOR EACH TenancyLease WHERE TenancyLease.PropertyCode = property-code
 416                             AND TenancyLease.LeaseStatus <> "PAST" NO-LOCK,
 417         EACH RentCharge NO-LOCK OF TenancyLease WHERE RentCharge.RentChargeType = RentChargeType.RentChargeType:
 418       inc-amount = inc-amount + RentCharge.CurrentAnnualRental.
 419     END.
 420     FIND AreaType WHERE AreaType.AreaType = RentChargeType.RentChargeType NO-LOCK NO-ERROR.
 421     IF AVAILABLE(AreaType) AND AreaType.IsFloorArea THEN DO:
 422       FOR EACH RentalSpace NO-LOCK WHERE RentalSpace.PropertyCode = property-code
 423                                      AND RentalSpace.AreaType = RentChargeType.RentChargeType:
 424         area-size = area-size + RentalSpace.AreaSize.
 425       END.
 426     END.
 427     IF inc-amount <> 0 OR area-size <> 0 THEN DO:
 428       RUN print-report-line( "", STRING( ChartOfAccount.AccountCode, "9999.99") + "  "
 429                                 + STRING( RentChargeType.Description),
 430                                 inc-amount, area-size).
 431       inc-total = inc-total + inc-amount.
 432       bldg-area = bldg-area + area-size.
 433     END.
 434   END.
 435
 436   RUN print-report-line( "-", "", inc-total, bldg-area).
 437   RUN pclrep-down-by(2).
 438
 439 END PROCEDURE.
 440
 441 /* _UIB-CODE-BLOCK-END */
 442 &ANALYZE-RESUME
 443
 444
 445 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _PROCEDURE print-report-line Procedure
 446 PROCEDURE print-report-line :
 447 /*------------------------------------------------------------------------------
 448   Purpose:
 449 ------------------------------------------------------------------------------*/
 450 DEF INPUT PARAMETER pre-line-char AS CHAR NO-UNDO.
 451 DEF INPUT PARAMETER description AS CHAR NO-UNDO.
 452 DEF INPUT PARAMETER amount AS DEC NO-UNDO.
 453 DEF INPUT PARAMETER area AS DEC NO-UNDO.
 454
 455   IF pre-line-char <> "" THEN DO:
 456     pr-line = FILL(" ", 61) + FILL( pre-line-char, 14)
 457                      + "  " + FILL( pre-line-char, 14)
 458                      + "  " + FILL( pre-line-char, 9)
 459                      + "  " + FILL( pre-line-char, 14).
 460     RUN pclrep-line( base-font, pr-line ).
 461   END.
 462
 463   pr-line = STRING( description, "X(61)")
 464                         + STRING( amount, "->>,>>>,>>9.99") + "  "
 465                         + STRING( area, "->>,>>>,>>9.99") + "  "
 466                         + STRING( (IF area = 0.0 THEN 0.0 ELSE (amount / area)), "->,>>9.99") + "  "
 467                         + STRING( (amount / 12), "->>,>>>,>>9.99").
 468                         .
 469   RUN pclrep-line( base-font, pr-line ).
 470
 471 END PROCEDURE.
 472
 473 /* _UIB-CODE-BLOCK-END */
 474 &ANALYZE-RESUME
 475
 476
 477 /* ************************  Function Implementations ***************** */
 478
 479 &ANALYZE-SUSPEND _UIB-CODE-BLOCK _FUNCTION get-account-budget Procedure
 480 FUNCTION get-account-budget RETURNS DECIMAL
 481   ( INPUT et AS CHAR, INPUT ec AS INT, INPUT ac AS DEC ) :
 482 /*------------------------------------------------------------------------------
 483   Purpose:
 484     Notes:
 485 ------------------------------------------------------------------------------*/
 486 DEF VAR budget AS DEC NO-UNDO INITIAL 0.0 .
 487
 488   FOR EACH AccountBalance NO-LOCK WHERE AccountBalance.EntityType = et
 489                                     AND AccountBalance.EntityCode = ec
 490                                     AND AccountBalance.AccountCode = ac
 491                                     AND AccountBalance.MonthCode >= month-1
 492                                     AND AccountBalance.MonthCode <= month-n:
 493     budget = budget + AccountBalance.Budget.
 494   END.
 495
 496   RETURN budget.
 497
 498 END FUNCTION.
 499
 500 /* _UIB-CODE-BLOCK-END */
 501 &ANALYZE-RESUME
 502
 503