Accounting program in trade based on software designer

    In my first article, I rather chaotically and very briefly outlined the idea of ​​"software design". A brief introduction, a few words about the primary elements of the mechanism and links to downloading the program - it is clear that from this it is almost impossible to judge the idea. Therefore, I accept the general outline of criticism that this is a new bike.

    And in order for the idea to be understood at a minimum level, I decided to give the simplest example: how to create a project in 30 minutes that can be used by a private entrepreneur or a small organization to conduct managerial accounting in trade.

    Attention! Under the cut a lot of drawings.


    Statement of the problem:
    - reference books on customers and goods;
    - operations of arrival / release of goods;
    - operations of receipt / departure of money;
    - customer balance, customer report with open balance;
    - detailing in the client about the arrival / release of goods, receipt / departure of money;
    - detailing in the goods on arrival / vacation.
    - balances for goods, price list for availability;
    - reports on the arrival and release of goods for the period;
    - reports on the receipt and departure of money for the period;
    - the formation of invoices, protocols for negotiating prices with contracts, commercial offers, freight invoices and payment orders.

    Action 1.
    In the object designer, I create the “Clients” object, add the fields “Address”, “Phones”, “E-mail”, “Contact” and a filter by name.

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    I create an object “Goods” with fields “Article”, “Price” and “Description” and filters by name and article.

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    Action 2nd.
    In the operations designer, I create a “Goods arrival” with one list. Fields of operation: "No.", "Date", "Supplier" with filters by date and supplier. Fields of the operation: “Goods”, Qty ”,“ Price ”,“ Amount ”. After that, in the operation I add a summing field according to the composition of “Amount”.

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    The second operation, “Release of goods,” is completely analogous to “arrival of goods.” Only as part of the vacation we add a copy field with the price value from the product, so that when it is selected, its value is immediately substituted in the Price field.

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    We add two more operations: “Money receipt” and “Money departure” with the same set of fields: “No.”, “Date”, “From / To”, “Amount” and a filter by date.

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    Action 3rd.
    Now back to the objects.
    In “Goods”, we add two summing fields for operations: “Arrival” and “Vacation” and the calculated field “Remainder”.

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    And for “Clients” we add the summing fields: “Goods received”, “Money received”, “Goods sold”, “Money left” and the calculated fields “Arrival”, “Vacation” and the final “Balance”, which contains the balance for the client.

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    4th action - reports.
    The first is Open Balance. Displays information on clients with an unclosed balance (credit, debit) for the selected period. Report on the object: I mark the displayed fields “Name” and “Balance”, add a filter by non-zero balance.

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    Second: "The goods arrived." Report on goods receipt for the selected period. A list of the operation “Goods arrival” with grouping by product. Filters by the beginning and end of the reporting period.

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    Third: “Goods released” - similar to the second, only for the operation “Goods release”.

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    The fourth and fifth reports - on the receipt and departure of money.

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    Action 5th, last!
    To obtain information on detailing in customers / goods on goods arrival / departure and money receipt / departure, I create object links with operations in which I indicate the fields required for displaying.

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    All that remains now is to create Word templates in which to indicate the names of the fields that will be replaced by the values ​​of these fields during the formation of the document.

    This is an example of a very simple but fully operational task. I did it in about 20 minutes. Usually additional functional requirements are imposed on the program (very many of which are implemented in the constructor). In this case, I gave this example to show how easy it is to make a simple accounting program. And how much time and effort will it take to achieve a similar result by other means?

    You can download projects and constructor using the links from the first article .

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