LedgerSMB::DBObject::Company(3pm)			User Contributed Perl Documentation			 LedgerSMB::DBObject::Company(3pm)

NAME

       LedgerSMB::DBObject::Company - Base utility functions for processing customers and vendors.

SYNOPSIS

       This library contains the base utility functions for creating, saving, and retrieving customers and vendors.

METHODS

       $company->set_entity_class()
	   This is a stub for a private method that subclasses are expected to overwrite.  It will be set to the account class of the entity (1
	   for vendor, 2 for customer, etc).

       get_by_cc
	   This retrieves the company header information by control code.  Leaves the overall account class untouched.

       save()
	   This stores the company record including a credit account in the database.

	   TODO:  Separate company from credit account storage.

       delete_contact
	   required request variables:

	   contact_class_id:  int id of contact class contact: text of contact information

	   Must include at least one of:

	   credit_id: int of entity_credit_account.id, preferred value company_id:  int of company.id, only used if credit_id not set.

	   returns true of a record was deleted.

       delete_location
	   Deletes a record from the location side.

	   Required request variables:

	   location_id location_class_id

	   One of:

	   credit_id (preferred) company_id (as fallback)

	   Returns true if a record was deleted.  False otherwise.

       delete_bank_account
	   Deletes a bank account

	   Requires:

	   entity_id bank_account_id

	   Returns true if a record was deleted, false otherwise.

       get_history
	   Retrieves customer/vendor purchase.

	   Search Criteria name:  search string for company name contact_info:	Search string for contact info, can match phone, fax, or email.
	   salesperson:  Search string for employee name in the salesperson field notes: Notes search.	Not currently implemented meta_number:
	   Exact match for customer/vendor number address_line:  Search string for first or second line of address.  city:  Search string for city
	   name state:	Case insensitive, otherwise exact match for state or province zip:  leading match for zip/mail code country_id:  integer
	   for country id.  Exact match tartdate_from:	Earliest date for startdate of entity credit account startdate_to:  Lates date for entity
	   credit accounts' start date type:  either 'i' for invoice, 'o' for orders, 'q' for quotations from_date:  Earliest date for the
	   invoice/order to_date:  Latest date for the invoice/order

	   Unless otherwise noted, partial matches are sufficient.

	   Control variables: inc_open:  Include open invoices/orders.	If not true, no open invoices are
		      displayed inc_closed: Include closed invoices/orders.  If not true, no closed invoices are
		       displayed report_type:  Either summary or detail

	   returns a list of rows of the summary report and sets these to @{$self->{history_rows}}

       save_credit
	   This method saves the credit account for the company.

	   Expected inputs: credit_id (int): (Optional) Id for the account entity_class (int):	Class of the account, required (1 = vendor, 2 =
	   customer) entity_id (int):  ID of entity to attach to.  description (text):	Description of account discount (numeric):  Early payment
	   discount taxincluded (bool):  Whether prices include tax.  creditlimit (numeric):  Credit limit discount_terms (int):  How many days
	   can elapse before the discount lapses too.  terms (int):  How many days can lapse before the invoice is overdue.  meta_number
	   (varchar):  Account string identifier for the account.  business_id (int):  ID for business type.  language (varchar): Language code
	   for invoices.  pricegroup_id (int): Price group curr (char):  Currency  identifier, three characters long.  startdate (date):  Date of
	   the start of the relationship.  enddate (date):  Date of the end of the relationship.  threshold (NUMERIC):	How much must be owed
	   before the invoices can be paid.  ar_ap_account_id (int):  ID of ar/ap account.  REQUIRED cash_account_id (int):  ID of cash account
	   (Optional) pay_to_name (text):  Name to pay to or receive from.  taxform_id (int);  ID of tax form

       save_location
	   This method saves an address for a company.

	   Requires the following variables on the object: credit_id location_id location_class (1 = billing, 2 = shipping, 3 = sales) line_one
	   line_two city state (can hold province info) mail_code (zip or postal code) country_code (ID of country)

       get_credit_id
	   This method returns the current credit id from the screen.

	   Requires entity_id, meta_number, and entity_class be set.

       get_metadata()
	   This retrieves various information vor building the user interface.	Among other things, it sets the following properties:
	   $self->{ar_ap_acc_list} = qw(list of ar or ap accounts) $self->{cash_acc_list} = qw(list of cash accounts) $self->{entity_classes} =
	   qw(list of entity classes) $self->{all_taxes}  =qw(list of taxes)

       save_contact
	   Saves a contact.  Requires credit_id, contact_class, description, and contact to be set.

	   Requires the following be set: credit_id or entity_id contact_class description contact old_contact old_contact_class

       save_bank_account
	   Saves a bank account.  Requires the following be set: entity_id bic (bank id) iban (account number) bank_account_id (id for record,
	   optional)

       save_notes
	   Saves notes. The following must be set: credit_id:  credit account to annotate.  Must be set to annotate credit account entity_id:
	   entitity to annotate.  note:  Note contents subject:  Note subject

       search
	   Searches for matching company records.  Populates $self->{search_results} with records found.

	   Search criteria and inputs: account_class:  required (1 for vendor, 2 for customer, etc) contact contact_info meta_number address city
	   state mail_code country date_from date_to business_id legal_name control_code

	   Account class may not be undef.  meta_number is an exact match, as is control_code.	All others specify ranges or partial matches.

       get_billing_info
	   Requires that the id field is set.  Sets the following:

	   legal_name meta_number control_code tax_id street1 street2 street3 city state mail_code country

       accounts
	   Returns all accounts, and sets these to $self->{accounts}.

	   id and entity_class must be set.

       address($id)
	   Returns the location if it is specified by the $id argument.

       get Retrieves a company record and all info.

	   taxform_list is set to a list of tax forms for the entity's country credit_list is set to a list of credit accounts locations is set to
	   a list of locations contacts to a list of contacts notes to a list of notes bank_account to a list of bank accounts

       get_pricematrix
	   This routine gets the price matrix for the customer or vendor.  The pricematrix info is stored in the pricematrix hash entry.  If a
	   customer (account_class=1), it also populates a pricematrix_pricegroup entry.

       delete_pricematrix($entry_id)
	   This deletes a pricematrix line identified by $entry_id

       save_pricematrix
	   Updates or inserts the price matrix.

COPYRIGHT

       Copyright (c) 2009, the LedgerSMB Core Team.  This is licensed under the GNU General Public License, version 2, or at your option any later
       version.  Please see the accompanying License.txt for more information.

perl v5.14.2							    2012-03-25					 LedgerSMB::DBObject::Company(3pm)