kintone plugin series
This is a plugin that generates a record in which monthly totals (such as inventory or accounts receivable) by customer or product for a specified year are stored in fields for January to December.
Automates tedious aggregation tasks, reducing input errors and the burden of manual work.
With monthly trends organized in a list, you can easily grasp the movement of inventory and accounts receivable at a glance.
Download
Please install the downloaded Zip file directly to kintone without extracting it.
While all plugins in the Boost! series can be downloaded and used for free, after a 3-month trial period, a message prompting you to purchase a license will be displayed once a day for each installed app.
Installation
Once installed, open the plugin settings and make the operational settings.
Settings
First, the app where this plugin is installed requires several fields to store the aggregated data.
| 1. Identification Field |
This is the key field used to determine the unit of aggregation. Only Lookup, Radio Button, or Drop-down fields can be used. |
|---|---|
| 2. Year Field |
This field stores the target year for aggregation. Please configure one Number field. |
| 3. Monthly Summary Fields |
These fields store the totals for January through December. Please configure 12 Number fields. |
| 4. Carryover Balance Field |
This field stores the carryover balance from the previous year. Please configure one Number field. |
After placing the fields, be sure to click the "Update App" button to confirm the changes.
If the app is not updated, the fields cannot be selected in the plugin settings screen.
Next, we will explain the fields that need to be placed in the "Source App" for aggregation.
| 1. Identifier Field |
A key field used to link with the identifier field of the target app for aggregation. It must hold the same value as the identifier field of the target app. |
|---|---|
| 2. Date Field |
A field that holds dates such as transaction dates or occurrence dates, used to determine the target month for aggregation. Based on this date, the system decides which monthly field to update. |
| 3. Aggregation Field |
A field that holds values such as amounts or quantities to be aggregated. The values entered here will be added or subtracted and reflected in the monthly summary fields and carry-over field of the target app. |
As an example of specifying multiple identifier fields, consider a lookup field referencing a product master combined with the warehouses where those products are stored.
In such cases, specifying both "Product" and "Warehouse" as identifier fields enables stock management by warehouse.
Once the preparation is complete, open the plugin settings screen, specify each field according to the displayed contents, and make additional specifications regarding the plugin execution button.
The settings for the source app are configured from the popup screen that appears when you click the "Open Settings" button.
In the popup screen for configuring the source app, the specification of the aggregation method allows you to choose between addition and subtraction.
Select "Subtraction" when handling values in the negative direction, such as shipment quantities or refund processing.
Be sure to select the appropriate method according to the content of your aggregation.
Operation
In the record list page, when the specified conditions are met, a dropdown to select the target year for aggregation and a button will appear.
When you click the displayed button, the aggregation will be executed.
Fee
While all plugins in the Boost! series can be downloaded and used for free, after a 3-month trial period, a message prompting you to purchase a license will be displayed once a day for each installed app. To use it without displaying this message, you will need to pay an annual fee of 10,000 JPY.
Boost! is based on a domain license, so there is no upper limit to the number of users.
The license and fee apply to the entire Boost! series, not on a per-product basis.
Please note that for Boost! Injector and Boost! Echo, if you have not purchased a license after the 3-month trial period, you will no longer be able to use them.
For your interest
This site introduces a series of plugins that extend the functionality of kintone. If you have tried using kintone but feel it does not fit well with your company's operations, we also offer a free open-source web application builder. This tool allows you to easily create a system tailored to your business processes, even without any knowledge of system development. If you are interested, please visit the following URL.
https://pandafirm.jp/en/kumaneko.html