public virtual void InsertSOAdjustments(SOOrder order, ARPaymentEntry docgraph, ARPayment payment, InsertSOAdjustmentsDelegate baseMethod)
{
baseMethod(order, docgraph, payment);
SOOrderRUTROT orderRR = RUTROTHelper.GetExtensionNullable <SOOrder, SOOrderRUTROT>(order);
if (orderRR.IsRUTROTDeductible == true)
{
RUTROT rutrot = PXSelect <RUTROT, Where <RUTROT.docType, Equal <Required <SOOrder.orderType> >,
And <RUTROT.refNbr, Equal <Required <SOOrder.orderNbr> > > > > .Select(Base, order.OrderType, order.OrderNbr);
foreach (SOAdjust adj in docgraph.SOAdjustments.Select())
{
SOAdjust other = PXSelectGroupBy <SOAdjust,
Where <SOAdjust.voided, Equal <False>,
And <SOAdjust.adjdOrderType, Equal <Required <SOAdjust.adjdOrderType> >,
And <SOAdjust.adjdOrderNbr, Equal <Required <SOAdjust.adjdOrderNbr> >,
And <Where <SOAdjust.adjgDocType, NotEqual <Required <SOAdjust.adjgDocType> >, Or <SOAdjust.adjgRefNbr, NotEqual <Required <SOAdjust.adjgRefNbr> > > > > > > >,
Aggregate <GroupBy <SOAdjust.adjdOrderType,
GroupBy <SOAdjust.adjdOrderNbr, Sum <SOAdjust.curyAdjdAmt, Sum <SOAdjust.adjAmt> > > > > > .Select(Base, adj.AdjdOrderType, adj.AdjdOrderNbr, adj.AdjgDocType, adj.AdjgRefNbr);
if (other == null || other.AdjdOrderNbr == null)
{
docgraph.SOAdjustments.Cache.SetValueExt <SOAdjust.curyAdjgAmt>(adj, adj.CuryAdjgAmt - rutrot.CuryTotalAmt);
docgraph.SOAdjustments.Update(adj);
}
}
}
}
public static void ProcessPayment(ARPaymentCCProcessing aProcessingGraph, ARPaymentInfo aDoc)
{
aProcessingGraph.Clear();
aProcessingGraph.Document.Current = aProcessingGraph.Document.Search <ARPayment.docType, ARPayment.refNbr>(aDoc.DocType, aDoc.RefNbr);
ARPaymentEntry.CheckValidPeriodForCCTran(aProcessingGraph, aProcessingGraph.Document.Current);
CCPaymentEntry.CaptureCCPayment <ARPayment>(aDoc, aProcessingGraph.ccProcTran, true, ARPaymentEntry.UpdateARPaymentAndSetWarning);
}
private static void ApplyPayment(ARPaymentEntry graph, ARAutoApplyParameters filter, ARPayment payment, List <ARInvoice> arInvoiceList, List <ARRegister> toRelease)
{
if (arInvoiceList.Any() == false)
{
return;
}
int invoiceIndex = 0;
var paymentsViewIntoInvoiceList = new List <ARInvoice>(arInvoiceList);
graph.Clear();
graph.Document.Current = payment;
bool adjustmentAdded = false;
while (graph.Document.Current.CuryUnappliedBal > 0 && invoiceIndex < paymentsViewIntoInvoiceList.Count)
{
if (graph.Document.Current.CuryApplAmt == null)
{
object curyapplamt = graph.Document.Cache.GetValueExt <ARPayment.curyApplAmt>(graph.Document.Current);
if (curyapplamt is PXFieldState)
{
curyapplamt = ((PXFieldState)curyapplamt).Value;
}
graph.Document.Current.CuryApplAmt = (decimal?)curyapplamt;
}
graph.Document.Current.AdjDate = filter.ApplicationDate;
graph.Document.Current.AdjFinPeriodID = filter.FinPeriodID;
graph.Document.Cache.Update(graph.Document.Current);
ARInvoice invoice = paymentsViewIntoInvoiceList[invoiceIndex];
ARAdjust adj = new ARAdjust();
adj.AdjdDocType = invoice.DocType;
adj.AdjdRefNbr = invoice.RefNbr;
graph.AutoPaymentApp = true;
adj = graph.Adjustments.Insert(adj);
if (adj == null)
{
invoiceIndex++;
continue;
}
adjustmentAdded = true;
if (adj.CuryDocBal <= 0m)
{
arInvoiceList.Remove(invoice);
}
invoiceIndex++;
}
if (adjustmentAdded)
{
graph.Save.Press();
if (filter.ReleaseBatchWhenFinished == true)
{
toRelease.Add(graph.Document.Current);
}
}
}
private static void VoidProcess(ARDunningLetter doc)
{
ARDunningLetterMaint graph = PXGraph.CreateInstance <ARDunningLetterMaint>();
graph.Document.Current = doc;
graph.Details.AllowUpdate = true;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
ARDunningLetterProcess.ARInvoiceWithDL invoice = PXSelect <ARDunningLetterProcess.ARInvoiceWithDL, Where <ARDunningLetterProcess.ARInvoiceWithDL.refNbr, Equal <Required <ARInvoice.refNbr> >, And <ARDunningLetterProcess.ARInvoiceWithDL.docType, Equal <Required <ARInvoice.docType> > > > > .Select(graph, detail.RefNbr, detail.DocType);
if (invoice != null && invoice.DunningLetterLevel > detail.DunningLetterLevel)
{
throw new PXException(Messages.DunningLetterHigherLevelExists);
}
}
ARInvoice feeInvoice = PXSelect <ARInvoice, Where <ARInvoice.refNbr, Equal <Required <ARInvoice.refNbr> >, And <ARInvoice.docType, Equal <Required <ARInvoice.docType> > > > > .Select(graph, doc.FeeRefNbr, doc.FeeDocType);
if (feeInvoice != null && feeInvoice.Voided == false)
{
ARInvoiceEntry invoiceGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
invoiceGraph.Document.Current = feeInvoice;
if (feeInvoice.Released == false)
{
invoiceGraph.Delete.Press();
}
else if (feeInvoice.Released == true && feeInvoice.OpenDoc == true)
{
if (feeInvoice.CuryOrigDocAmt != feeInvoice.CuryDocBal)
{
throw new PXException(Messages.DunningLetterHavePaidFee);
}
invoiceGraph.reverseInvoice.Press(); // replace by reverse & attach in 2017R2
invoiceGraph.Document.Current.Hold = false;
invoiceGraph.Document.Update(invoiceGraph.Document.Current);
invoiceGraph.release.Press();
ARPaymentEntry paymentGraph = PXGraph.CreateInstance <ARPaymentEntry>();
paymentGraph.Document.Current = PXSelect <ARPayment, Where <ARPayment.refNbr, Equal <Required <ARPayment.refNbr> >, And <ARPayment.docType, Equal <Required <ARPayment.docType> > > > > .Select(paymentGraph, invoiceGraph.Document.Current.RefNbr, invoiceGraph.Document.Current.DocType);
ARAdjust adj = new ARAdjust();
paymentGraph.Adjustments.Insert(adj);
adj.AdjdRefNbr = feeInvoice.RefNbr;
adj.AdjdDocType = feeInvoice.DocType;
paymentGraph.Adjustments.Update(adj);
paymentGraph.release.Press();
}
else
{
throw new PXException(Messages.DunningLetterHavePaidFee);
}
}
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
detail.Voided = true;
graph.Details.Update(detail);
}
doc.Voided = true;
graph.Document.Update(doc);
graph.Save.Press();
}
public virtual IEnumerable ViewARDocument(PXAdapter adapter)
{
CABatchDetail doc = this.BatchPayments.Current;
if (doc != null)
{
ARRegister arDoc = PXSelect <ARRegister,
Where <ARRegister.docType, Equal <Required <ARRegister.docType> >,
And <ARRegister.refNbr, Equal <Required <ARRegister.refNbr> > > > > .Select(this, doc.OrigDocType, doc.OrigRefNbr);
if (arDoc != null)
{
ARPaymentEntry apGraph = PXGraph.CreateInstance <ARPaymentEntry>();
apGraph.Document.Current = apGraph.Document.Search <ARRegister.refNbr>(arDoc.RefNbr, arDoc.DocType);
if (apGraph.Document.Current != null)
{
throw new PXRedirectRequiredException(apGraph, true, "")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
}
}
;
}
}
return(adapter.Get());
}
public virtual IEnumerable editDetail(PXAdapter adapter)
{
ARPayment doc = this.ARDocumentList.Current;
if (doc != null)
{
ARPaymentEntry pe = PXGraph.CreateInstance <ARPaymentEntry>();
pe.Document.Current = pe.Document.Search <ARPayment.refNbr>(doc.RefNbr, doc.DocType);
throw new PXRedirectRequiredException(pe, true, "Payment")
{
Mode = PXRedirectRequiredException.WindowMode.NewWindow
};
}
return(adapter.Get());
}
private void HandleSetDescriptionRefName(ARPaymentEntry graph)
{
graph.FieldUpdated.AddHandler <ARPayment.customerID>((cache, e) =>
{
var pmt = (ARPayment)e.Row;
var cust = (BAccountR)PXSelectorAttribute.Select <ARPayment.customerID>(cache, pmt);
pmt.DocDesc = String.Format(Messages.PaymentFrom, cust.AcctName);
});
//PaymentRefNumberAttribute behave so nicely that we only get it at the time of persisting
graph.RowPersisting.AddHandler <ARPayment>((cache, e) =>
{
((ARPayment)e.Row).ExtRefNbr = String.Empty; //Don't even think putting null here
});
}
private static void _createPayments(List <ARInvoice> list, PayBillsFilter filter, CurrencyInfo info)
{
bool failed = false;
ARPaymentEntry pe = PXGraph.CreateInstance <ARPaymentEntry>();
list.Sort((in1, in2) =>
{
if (in1.CustomerID != in2.CustomerID)
{
return(((IComparable)in1.CustomerID).CompareTo(in2.CustomerID));
}
return(((IComparable)in1.PMInstanceID).CompareTo(in2.PMInstanceID));
}
);
for (int i = 0; i < list.Count; i++)
{
ARInvoice doc = list[i];
ARPayment pmt = null;
bool docFailed = false;
try
{
pe.CreatePayment(doc, info, filter.PayDate, filter.PayFinPeriodID, false);
pmt = pe.Document.Current;
if (pmt != null)
{
pmt.Hold = false;
FinPeriodIDAttribute.SetPeriodsByMaster <ARPayment.finPeriodID>(pe.Document.Cache, pmt, filter.PayFinPeriodID);
}
pe.Save.Press();
}
catch (Exception e)
{
PXFilteredProcessing <ARInvoice, PayBillsFilter> .SetError(i, e.Message);
docFailed = failed = true;
}
if (!docFailed)
{
PXFilteredProcessing <ARInvoice, PayBillsFilter> .SetInfo(i, PXMessages.LocalizeFormatNoPrefixNLA(Messages.ARPaymentIsCreatedProcessingINProgress, pmt.RefNbr));
}
}
if (failed)
{
throw new PXException(Messages.CreationOfARPaymentFailedForSomeInvoices);
}
}
public static PXGraph FindSourceDocumentGraph(CCProcTran tran)
{
PXGraph target = null;
if (tran != null)
{
if (tran.DocType == ARDocType.CashSale || tran.DocType == ARDocType.Payment)
{
if (tran.DocType == ARDocType.Payment)
{
ARPaymentEntry graph = PXGraph.CreateInstance <ARPaymentEntry>();
graph.Document.Current = graph.Document.Search <ARPayment.refNbr>(tran.RefNbr, tran.DocType);
if (graph.Document.Current != null)
{
target = graph;
}
}
if (tran.DocType == ARDocType.Payment)
{
ARCashSaleEntry graph = PXGraph.CreateInstance <ARCashSaleEntry>();
graph.Document.Current = graph.Document.Search <PX.Objects.AR.Standalone.ARCashSale.refNbr>(tran.RefNbr, tran.DocType);
if (graph.Document.Current != null)
{
target = graph;
}
}
}
if (tran.DocType == ARDocType.Invoice)
{
SO.SOInvoiceEntry graph = PXGraph.CreateInstance <SO.SOInvoiceEntry>();
graph.Document.Current = graph.Document.Search <ARInvoice.refNbr>(tran.RefNbr, tran.DocType);
if (graph.Document.Current != null)
{
target = graph;
}
}
if (target == null && !String.IsNullOrEmpty(tran.OrigRefNbr))
{
SO.SOOrderEntry graph = PXGraph.CreateInstance <SO.SOOrderEntry>();
graph.Document.Current = graph.Document.Search <SO.SOOrder.orderNbr>(tran.OrigRefNbr, tran.OrigDocType);
if (graph.Document.Current != null)
{
target = graph;
}
}
}
return(target);
}
protected virtual void RedirectToDoc(string aDocType, string aRefNbr)
{
Dictionary <string, string> alltypes = new ARDocType.ListAttribute().ValueLabelDic;
if (new ARInvoiceType.ListAttribute().ValueLabelDic.ContainsKey(aDocType))
{
ARInvoice doc = ARDocumentEnq.FindDoc <ARInvoice>(this, aDocType, aRefNbr);
if (doc != null)
{
ARInvoiceEntry graph = PXGraph.CreateInstance <ARInvoiceEntry>();
graph.Document.Current = doc;
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
throw new PXException(Messages.DocumentNotFound, alltypes[aDocType], aRefNbr);
}
if (new ARPaymentType.ListAttribute().ValueLabelDic.ContainsKey(aDocType))
{
ARPayment doc = ARDocumentEnq.FindDoc <ARPayment>(this, aDocType, aRefNbr);
if (doc != null)
{
ARPaymentEntry graph = PXGraph.CreateInstance <ARPaymentEntry>();
graph.Document.Current = doc;
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
throw new PXException(Messages.DocumentNotFound, alltypes[aDocType], aRefNbr);
}
if (new ARCashSaleType.ListAttribute().ValueLabelDic.ContainsKey(aDocType))
{
ARCashSale doc = ARDocumentEnq.FindDoc <ARCashSale>(this, aDocType, aRefNbr);
if (doc != null)
{
ARCashSaleEntry graph = PXGraph.CreateInstance <ARCashSaleEntry>();
graph.Document.Current = doc;
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
throw new PXException(Messages.DocumentNotFound, alltypes[aDocType], aRefNbr);
}
throw new PXException(Messages.UnknownDocumentType);
}
/// <summary>
/// Manually create AR payment and related to specified sales order.
/// </summary>
public static void CreatePaymentProcess(SOOrder order)
{
ARPaymentEntry pymtEntry = PXGraph.CreateInstance <ARPaymentEntry>();
string paymentType = ARPaymentType.Payment;
ARPayment payment = new ARPayment()
{
DocType = paymentType
};
payment = PXCache <ARPayment> .CreateCopy(pymtEntry.Document.Insert(payment));
payment.CustomerID = order.CustomerID;
payment.CustomerLocationID = order.CustomerLocationID;
payment.PaymentMethodID = order.PaymentMethodID;
payment.PMInstanceID = order.PMInstanceID;
payment.CuryOrigDocAmt = 0m;
payment.ExtRefNbr = order.CustomerRefNbr ?? order.OrderNbr;
payment.DocDesc = order.OrderDesc;
payment = pymtEntry.Document.Update(payment);
SOAdjust adj = new SOAdjust()
{
AdjdOrderType = order.OrderType.Trim(),
AdjdOrderNbr = order.OrderNbr.Trim()
};
pymtEntry.SOAdjustments.Insert(adj);
if (payment.CuryOrigDocAmt == 0m)
{
payment.CuryOrigDocAmt = payment.CurySOApplAmt;
payment = pymtEntry.Document.Update(payment);
}
pymtEntry.Actions.PressSave();
//if (orderParams.paymentGraph.Actions.Contains("Release"))
//{
// orderParams.paymentGraph.Actions["Release"].Press();
//}
}
public static void ProcessPayment(ARPaymentCCProcessing aProcessingGraph, ARPaymentInfo aDoc)
{
aProcessingGraph.Clear();
aProcessingGraph.Document.Current = aProcessingGraph.Document.Search <ARPayment.docType, ARPayment.refNbr>(aDoc.DocType, aDoc.RefNbr);
ARPaymentEntry graph = CreateInstance <ARPaymentEntry>();
graph.Document.Current = aDoc;
var ext = graph.GetExtension <ARPaymentEntry.PaymentTransaction>();
ext.CheckHeldForReviewTranStatus(aDoc);
ARPaymentEntry.CheckValidPeriodForCCTran(aProcessingGraph, aProcessingGraph.Document.Current);
CCPaymentEntry paymentEntry = new CCPaymentEntry(aProcessingGraph);
paymentEntry.AddAfterProcessCallback(ARPaymentEntry.PaymentTransaction.ChangeDocProcessingStatus);
paymentEntry.AddAfterProcessCallback(ARPaymentEntry.PaymentTransaction.UpdateARPaymentAndSetWarning);
paymentEntry.AddAfterProcessCallback(PaymentTransactionGraph <ARPaymentCCProcessing, ARPayment> .ReleaseARDocument);
paymentEntry.AddAfterProcessCallback(PaymentTransactionGraph <ARPaymentCCProcessing, ARPayment> .CheckForHeldForReviewStatusAfterProc);
paymentEntry.CaptureCCpayment(aDoc, new GenericExternalTransactionAdapter <ExternalTransaction>(aProcessingGraph.ExtTran));
}
public static PXGraph FindSourceDocumentGraph(string docType, string refNbr, string origDocType, string origRefNbr)
{
PXGraph target = null;
if (docType == ARDocType.Payment || docType == ARDocType.VoidPayment)
{
ARPaymentEntry graph = PXGraph.CreateInstance <ARPaymentEntry>();
graph.Document.Current = graph.Document.Search <ARPayment.refNbr>(refNbr, docType);
if (graph.Document.Current != null)
{
target = graph;
}
}
if (docType == ARDocType.CashSale)
{
ARCashSaleEntry graph = PXGraph.CreateInstance <ARCashSaleEntry>();
graph.Document.Current = graph.Document.Search <Standalone.ARCashSale.refNbr>(refNbr, docType);
if (graph.Document.Current != null)
{
target = graph;
}
}
if (docType == ARDocType.Invoice)
{
SO.SOInvoiceEntry graph = PXGraph.CreateInstance <SO.SOInvoiceEntry>();
graph.Document.Current = graph.Document.Search <ARInvoice.refNbr>(refNbr, docType);
if (graph.Document.Current != null)
{
target = graph;
}
}
if (target == null && !string.IsNullOrEmpty(origRefNbr))
{
SO.SOOrderEntry graph = PXGraph.CreateInstance <SO.SOOrderEntry>();
graph.Document.Current = graph.Document.Search <SO.SOOrder.orderNbr>(origRefNbr, origDocType);
if (graph.Document.Current != null)
{
target = graph;
}
}
return(target);
}
public static void ReleaseARDocument(IBqlTable aTable, CCTranType procTran, bool success)
{
AR.ARRegister doc = aTable as AR.ARRegister;
if (doc != null && success)
{
ExternalTransaction tran = null;
PXGraph graph = null;
if (doc.DocType == ARDocType.CashSale || doc.DocType == ARDocType.CashReturn)
{
ARCashSaleEntry cashSaleGraph = PXGraph.CreateInstance <ARCashSaleEntry>();
cashSaleGraph.Document.Current = PXSelect <ARCashSale, Where <ARCashSale.docType, Equal <Required <ARCashSale.docType> >,
And <ARCashSale.refNbr, Equal <Required <ARCashSale.refNbr> > > > > .SelectWindowed(cashSaleGraph, 0, 1, doc.DocType, doc.RefNbr);
tran = cashSaleGraph.ExternalTran.SelectSingle(doc.DocType, doc.RefNbr);
graph = cashSaleGraph;
}
else
{
ARPaymentEntry paymentGraph = PXGraph.CreateInstance <ARPaymentEntry>();
paymentGraph.Document.Current = PXSelect <AR.ARPayment, Where <AR.ARPayment.docType, Equal <Required <AR.ARPayment.docType> >,
And <AR.ARPayment.refNbr, Equal <Required <AR.ARPayment.refNbr> > > > > .SelectWindowed(paymentGraph, 0, 1, doc.DocType, doc.RefNbr);
tran = paymentGraph.ExternalTran.SelectSingle(doc.DocType, doc.RefNbr);
graph = paymentGraph;
}
if (tran != null)
{
ExternalTransactionState state = ExternalTranHelper.GetTransactionState(graph, tran);
if (!state.IsDeclined && !state.IsOpenForReview)
{
ReleaseARDocument(aTable);
}
}
}
}
protected void Payments_Insert(PXGraph graph, EntityImpl entity, EntityImpl targetEntity)
{
EntityValueField docType = targetEntity.Fields.SingleOrDefault(f => f.Name == "DocType") as EntityValueField;
EntityValueField appliedToOrderEntity = targetEntity.Fields.SingleOrDefault(f => f.Name == "AppliedToOrder") as EntityValueField;
if (appliedToOrderEntity != null && appliedToOrderEntity.Value != null)
{
decimal appliedToOrder = decimal.Parse(appliedToOrderEntity.Value);
SOOrderEntry orderEntry = (SOOrderEntry)graph;
orderEntry.Save.Press();
orderEntry.CheckTermsInstallmentType();
if (docType != null)
{
var state = graph.Caches[typeof(ARRegister)].GetStateExt(new ARRegister(), "DocType") as PXStringState;
if (state != null && state.ValueLabelDic != null)
{
bool keyFound = false;
foreach (var rec in state.ValueLabelDic)
{
if (rec.Value == docType.Value || rec.Key == docType.Value)
{
keyFound = true;
docType.Value = rec.Key;
break;
}
}
if (!keyFound)
{
docType = null;
}
}
}
PXGraph target;
orderEntry.CreatePaymentProc(orderEntry.Document.Current, out target, docType != null ? docType.Value : ARPaymentType.Payment);
ARPaymentEntry paymentEntry = (ARPaymentEntry)target;
var adjustment = paymentEntry.SOAdjustments.Current;
adjustment.CuryAdjgAmt = appliedToOrder;
paymentEntry.SOAdjustments.Update(adjustment);
ARPayment document = (ARPayment)paymentEntry.Document.Cache.CreateCopy(paymentEntry.Document.Current);
EntityValueField paymentMethodEntity = targetEntity.Fields.SingleOrDefault(f => f.Name == "PaymentMethod") as EntityValueField;
if (paymentMethodEntity != null && paymentMethodEntity.Value != null)
{
paymentEntry.Document.Cache.SetValueExt <ARPayment.paymentMethodID>(document, paymentMethodEntity.Value);
}
EntityValueField cashAccountEntity = targetEntity.Fields.SingleOrDefault(f => f.Name == "CashAccount") as EntityValueField;
if (cashAccountEntity != null && cashAccountEntity.Value != null)
{
paymentEntry.Document.Cache.SetValueExt <ARPayment.cashAccountID>(document, cashAccountEntity.Value);
}
EntityValueField paymentAmountEntity = targetEntity.Fields.SingleOrDefault(f => f.Name == "PaymentAmount") as EntityValueField;
if (paymentAmountEntity != null && paymentAmountEntity.Value != null)
{
decimal paymentAmount = decimal.Parse(paymentAmountEntity.Value);
paymentEntry.Document.Cache.SetValueExt <ARPayment.curyOrigDocAmt>(document, paymentAmount);
}
else
{
paymentEntry.Document.Cache.SetValueExt <ARPayment.curyOrigDocAmt>(document, appliedToOrder);
}
paymentEntry.Document.Update(document);
paymentEntry.Save.Press();
orderEntry.Cancel.Press();
try
{
orderEntry.Adjustments.Current = orderEntry.Adjustments.Select().Where(x => (((SOAdjust)x).AdjgDocType == paymentEntry.Document.Current.DocType && ((SOAdjust)x).AdjgRefNbr == paymentEntry.Document.Current.RefNbr)).First();
}
catch
{
throw new PXException($"Payment {paymentEntry.Document.Current.DocType} {paymentEntry.Document.Current.RefNbr} was not found in the list of payments applied to order.");
}
}
}
public static void ProcessDoc(ARPaymentEntry graph, ARStatementCycle cycle, ARAutoApplyParameters filter)
{
List <ARRegister> toRelease = new List <ARRegister>();
// Build Invoices List
foreach (Customer customer in
PXSelect <Customer,
Where <Customer.statementCycleId, Equal <Required <Customer.statementCycleId> >,
And <Match <Required <AccessInfo.userName> > > > >
.Select(graph, cycle.StatementCycleId, graph.Accessinfo.UserName))
{
List <ARInvoice> arInvoiceList = new List <ARInvoice>();
foreach (ARInvoice invoice in
PXSelect <ARInvoice, Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <Where <ARInvoice.docType, Equal <Required <ARInvoice.docType> >,
Or <ARInvoice.docType, Equal <Required <ARInvoice.docType> >,
Or <ARInvoice.docType, Equal <Required <ARInvoice.docType> > > > > > > > >,
OrderBy <Asc <ARInvoice.dueDate> > >
.Select(graph,
customer.BAccountID,
ARDocType.Invoice,
ARDocType.FinCharge,
filter.ApplyCreditMemos == true ? ARDocType.DebitMemo : ARDocType.Invoice))
{
arInvoiceList.Add(invoice);
}
arInvoiceList.Sort(new Comparison <ARInvoice>(delegate(ARInvoice a, ARInvoice b)
{
if ((bool)graph.arsetup.Current.FinChargeFirst)
{
int aSortOrder = (a.DocType == ARDocType.FinCharge ? 0 : 1);
int bSortOrder = (b.DocType == ARDocType.FinCharge ? 0 : 1);
int ret = ((IComparable)aSortOrder).CompareTo(bSortOrder);
if (ret != 0)
{
return(ret);
}
}
{
object aDueDate = a.DueDate;
object bDueDate = b.DueDate;
int ret = ((IComparable)aDueDate).CompareTo(bDueDate);
return(ret);
}
}
));
if (arInvoiceList.Count > 0)
{
int invoiceIndex = 0;
// this foreach gets all payments [and CreditMemos if applyCreditMemos = true] sorted by docDate
foreach (ARPayment payment in
PXSelect <ARPayment,
Where <ARPayment.customerID, Equal <Required <ARPayment.customerID> >,
And <ARPayment.released, Equal <boolTrue>,
And <ARPayment.openDoc, Equal <boolTrue>,
And <Where <ARPayment.docType, Equal <Required <ARPayment.docType> >,
Or <ARPayment.docType, Equal <Required <ARPayment.docType> > > > > > > >,
OrderBy <Asc <ARPayment.docDate> > >
.Select(graph,
customer.BAccountID,
ARDocType.Payment,
filter.ApplyCreditMemos == true ? ARDocType.CreditMemo : ARDocType.Payment))
{
graph.Clear();
graph.Document.Current = payment;
if (graph.Adjustments.Select().Count == 0)
{
bool adjustmentAdded = false;
while (graph.Document.Current.CuryUnappliedBal > 0)
{
if (graph.Document.Current.CuryApplAmt == null)
{
object curyapplamt = graph.Document.Cache.GetValueExt <ARPayment.curyApplAmt>(graph.Document.Current);
if (curyapplamt is PXFieldState)
{
curyapplamt = ((PXFieldState)curyapplamt).Value;
}
graph.Document.Current.CuryApplAmt = (decimal?)curyapplamt;
}
graph.Document.Current.AdjDate = filter.ApplicationDate;
graph.Document.Current.AdjFinPeriodID = filter.FinPeriodID;
graph.Document.Cache.Update(graph.Document.Current);
ARInvoice invoice = arInvoiceList[invoiceIndex];
ARAdjust adj = new ARAdjust();
adj.AdjdDocType = invoice.DocType;
adj.AdjdRefNbr = invoice.RefNbr;
graph.AutoPaymentApp = true;
adj = graph.Adjustments.Insert(adj);
if (adj == null)
{
throw new PXException(PXMessages.LocalizeFormat(Messages.ErrorAutoApply, invoice.DocType, invoice.RefNbr, payment.DocType, payment.RefNbr));
}
adjustmentAdded = true;
if (adj.CuryDocBal <= 0m)
{
invoiceIndex++;
}
if (invoiceIndex >= arInvoiceList.Count)
{
break;
}
}
if (adjustmentAdded)
{
graph.Save.Press();
if (filter.ReleaseBatchWhenFinished == true)
{
toRelease.Add(graph.Document.Current);
}
}
}
if (invoiceIndex >= arInvoiceList.Count)
{
break;
}
}
}
}
if (toRelease.Count > 0)
{
ARDocumentRelease.ReleaseDoc(toRelease, false);
}
}
public void PrepareAndImportAmazonRecords(SOScheduleProcess graph, List <SOPrepareAndImport> listOfPrepareAndImport)
{
objSyncOrderResponse = new InvokeServicesCallResponse();
amwOrders = new List <Order>();
amwLineItems = new List <OrderItem>();
SOAmazonSetup objSOAmazonSetup = null;
SOPartialMaint logGraph = PXGraph.CreateInstance <SOPartialMaint>();
SOOrderEntry orderEntry = PXGraph.CreateInstance <SOOrderEntry>();
ARPaymentEntry paymentGraph = PXGraph.CreateInstance <ARPaymentEntry>();
bool isErrorOccured = false;
DateTime? businessDateTime = PX.Common.PXTimeZoneInfo.Now;
List <string> liCarriers = PXSelect <Carrier> .Select(graph).RowCast <Carrier>().Select(c => c.CarrierID).ToList();
try
{
SOSetupAmazonExt objSOOSetupext = orderEntry.sosetup.Current.GetExtension <SOSetupAmazonExt>();
if (SOHelper.IsSOPreferencesDetailsExist(orderEntry, objSOOSetupext))
{
foreach (SOPrepareAndImport currentRecord in listOfPrepareAndImport)
{
objSOAmazonSetup = null;
if (SOHelper.MarketplaceConfigurations(graph, currentRecord.IntegrationID, out objSOAmazonSetup))
{
objSyncOrderResponse = objSyncOrderResponse != null ? null : objSyncOrderResponse;
if (amwOrders != null && amwOrders.Count > 0)
{
amwOrders.Clear();
}
if (amwLineItems != null && amwLineItems.Count > 0)
{
amwLineItems.Clear();
}
orderEntry.Clear();
logGraph.Clear();
paymentGraph.Clear();
objServiceCallParams = new ServiceCallParameters();
objServiceCallParams.objSOAmazonSetup = objSOAmazonSetup;
objServiceCallParams.amwOrderID = string.Empty;
objServiceCallParams.methodCall = SOConstants.invokeListOrders;
objServiceCallParams.fromDate = currentRecord.LastSyncDate;
objServiceCallParams.toDate = currentRecord.ToDate;
// Prepare action is invoked
objSyncOrderResponse = new SOOrdersServiceCall(clientOrder).InvokeServicesCalls(graph, objServiceCallParams);
if (amwLineItems != null && amwLineItems.Count > 0)
{
amwLineItems.Clear();
}
if (objSyncOrderResponse != null && objSyncOrderResponse.objListOrderResponse != null &&
objSyncOrderResponse.objListOrderResponse.ListOrdersResult != null &&
objSyncOrderResponse.objListOrderResponse.ListOrdersResult.Orders != null && objSyncOrderResponse.objListOrderResponse.ListOrdersResult.Orders.Count > 0)
{
amwOrders = objSyncOrderResponse.objListOrderResponse.ListOrdersResult.Orders.ToList();
// Saving the prepare action response
objScheduleParams = new PrepareAndImportOrdersParams();
objScheduleParams.objSOPrepareAndImport = currentRecord;
objScheduleParams.objSOAmazonSetup = objSOAmazonSetup;
objScheduleParams.objSOOrderEntry = orderEntry;
objScheduleParams.objSOPartialMaint = logGraph;
objScheduleParams.businessDateTime = businessDateTime;
objScheduleParams.paymentGraph = paymentGraph;
objScheduleParams.listOfCarriers = liCarriers;
objScheduleParams.amwOrders = amwOrders;
SOHelper.PrepareRecord(graph, objScheduleParams, ref isErrorOccured);
if (objSyncOrderResponse.objListOrderResponse.ListOrdersResult.NextToken != null)
{
objScheduleParams.objNextToken = objSyncOrderResponse.objListOrderResponse.ListOrdersResult.NextToken;
objScheduleParams.paymentGraph = paymentGraph;
GetAmazonOrdersbyNextToken(graph, objScheduleParams, ref isErrorOccured);
}
}
else
{
SOLogService.LogImportCount(null, currentRecord.IntegrationID, logGraph, currentRecord.ProcessID,
SOConstants.scheduleimportorders, true);
}
}
else
{
throw new PXException(SOMessages.apidetailsMissing);
}
}
}
else
{
throw new PXException(SOMessages.configMissing);
}
}
catch (Exception ex)
{
SOLogService.LogImportStatus(objScheduleParams, false, ex.Message);
throw new PXException(ex.Message);
}
}
public static void Redirect(PXCache sender, CATran catran)
{
if (catran == null)
{
return;
}
if (catran.OrigTranType == CAAPARTranType.GLEntry)
{
JournalEntry graph = PXGraph.CreateInstance <JournalEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.BatchModule.Current = PXSelect <Batch, Where <Batch.module, Equal <Required <Batch.module> >, And <Batch.batchNbr, Equal <Required <Batch.batchNbr> > > > > .Select(graph, catran.OrigModule, catran.OrigRefNbr);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.AP && (catran.OrigTranType == AP.APDocType.QuickCheck || catran.OrigTranType == AP.APDocType.VoidQuickCheck))
{
APQuickCheckEntry graph = PXGraph.CreateInstance <APQuickCheckEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = PXSelect <APQuickCheck, Where <APQuickCheck.refNbr, Equal <Required <APQuickCheck.refNbr> >,
And <APQuickCheck.docType, Equal <Required <APQuickCheck.docType> > > > > .Select(graph, catran.OrigRefNbr, catran.OrigTranType);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.AP && catran.OrigTranType == CATranType.CABatch)
{
CABatchEntry graph = PXGraph.CreateInstance <CABatchEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = PXSelect <CABatch, Where <CABatch.batchNbr, Equal <Required <CATran.origRefNbr> > > > .Select(graph, catran.OrigRefNbr);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.AP)
{
APPaymentEntry graph = PXGraph.CreateInstance <APPaymentEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = (APPayment)PXSelect <APPayment, Where <APPayment.refNbr, Equal <Required <APPayment.refNbr> >,
And <APPayment.docType, Equal <Required <APPayment.docType> > > > > .Select(graph, catran.OrigRefNbr, catran.OrigTranType);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.AR && (catran.OrigTranType == ARDocType.CashSale || catran.OrigTranType == ARDocType.CashReturn))
{
ARCashSale document = (ARCashSale)PXSelect <ARCashSale, Where <ARCashSale.refNbr, Equal <Required <ARCashSale.refNbr> >,
And <ARCashSale.docType, Equal <Required <ARCashSale.docType> > > > > .Select(sender.Graph, catran.OrigRefNbr, catran.OrigTranType);
if (document.OrigModule == BatchModule.SO && document.Released == false)
{
SO.SOInvoiceEntry graph = PXGraph.CreateInstance <SO.SOInvoiceEntry>();
graph.Clear();
sender.IsDirty = false;
graph.Document.Current = (ARInvoice)PXSelect <ARInvoice, Where <ARInvoice.refNbr, Equal <Required <ARInvoice.refNbr> >,
And <ARInvoice.docType, Equal <Required <ARInvoice.docType> > > > > .Select(sender.Graph, catran.OrigRefNbr, catran.OrigTranType);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else
{
ARCashSaleEntry graph = PXGraph.CreateInstance <ARCashSaleEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = document;
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
}
else if (catran.OrigModule == GL.BatchModule.AR)
{
ARPaymentEntry graph = PXGraph.CreateInstance <ARPaymentEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = (ARPayment)PXSelect <ARPayment, Where <ARPayment.refNbr, Equal <Required <ARPayment.refNbr> >,
And <ARPayment.docType, Equal <Required <ARPayment.docType> > > > > .Select(graph, catran.OrigRefNbr, catran.OrigTranType);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.CA && catran.OrigTranType == CATranType.CAAdjustment)
{
CATranEntry graph = PXGraph.CreateInstance <CATranEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.CAAdjRecords.Current = PXSelect <CAAdj, Where <CAAdj.tranID, Equal <Required <CAAdj.tranID> > > > .Select(graph, catran.TranID);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.CA && catran.OrigTranType == CATranType.CATransferExp)
{
CATranEntry graph = PXGraph.CreateInstance <CATranEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.CAAdjRecords.Current = PXSelect <CAAdj, Where <CAAdj.adjTranType, Equal <CAAPARTranType.cATransferExp>, And <CAAdj.transferNbr, Equal <Required <CATran.origRefNbr> > > > > .Select(graph, catran.OrigRefNbr);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else if (catran.OrigModule == GL.BatchModule.CA)
{
if (catran.OrigTranType == CATranType.CADeposit || catran.OrigTranType == CATranType.CAVoidDeposit)
{
CADepositEntry graph = PXGraph.CreateInstance <CADepositEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Document.Current = PXSelect <CADeposit, Where <CADeposit.tranType, Equal <Required <CADeposit.tranType> >,
And <CADeposit.refNbr, Equal <Required <CADeposit.refNbr> > > > >
.Select(graph, catran.OrigTranType, catran.OrigRefNbr);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
else
{
CashTransferEntry graph = PXGraph.CreateInstance <CashTransferEntry>();
graph.Clear();
if (sender != null)
{
sender.IsDirty = false;
}
graph.Transfer.Current = PXSelect <CATransfer, Where <CATransfer.tranIDOut, Equal <Required <CATransfer.tranIDOut> >, Or <CATransfer.tranIDIn, Equal <Required <CATransfer.tranIDIn> > > > >
.Select(graph, catran.TranID, catran.TranID);
throw new PXRedirectRequiredException(graph, true, "Document")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
}
}
public static void ProcessDoc(ARPaymentEntry graph, ARStatementCycle cycle, ARAutoApplyParameters filter)
{
List <ARRegister> toRelease = new List <ARRegister>();
foreach (Customer customer in GetCustomersForAutoApplication(graph, cycle, filter))
{
List <ARInvoice> arInvoiceList = new List <ARInvoice>();
var invoiceQuery = new PXSelectJoin <ARInvoice,
InnerJoin <Customer, On <ARInvoice.customerID, Equal <Customer.bAccountID> > >,
Where <ARInvoice.released, Equal <True>,
And <ARInvoice.openDoc, Equal <True>,
And <ARInvoice.pendingPPD, NotEqual <True>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>,
Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
Or <ARInvoice.docType, Equal <ARDocType.debitMemo> > > > > > > >,
OrderBy <Asc <ARInvoice.dueDate> > >(graph);
if (filter.LoadChildDocuments == LoadChildDocumentsOptions.None || customer.ParentBAccountID != null)
{
invoiceQuery.WhereAnd <Where <Customer.bAccountID, Equal <Required <ARInvoice.customerID> > > >();
}
else
{
invoiceQuery.WhereAnd <Where <Customer.consolidatingBAccountID, Equal <Required <ARInvoice.customerID> > > >();
}
foreach (ARInvoice invoice in invoiceQuery.Select(
customer.BAccountID))
{
arInvoiceList.Add(invoice);
}
arInvoiceList.Sort(new Comparison <ARInvoice>(delegate(ARInvoice a, ARInvoice b)
{
if ((bool)graph.arsetup.Current.FinChargeFirst)
{
int aSortOrder = (a.DocType == ARDocType.FinCharge ? 0 : 1);
int bSortOrder = (b.DocType == ARDocType.FinCharge ? 0 : 1);
int ret = ((IComparable)aSortOrder).CompareTo(bSortOrder);
if (ret != 0)
{
return(ret);
}
}
{
object aDueDate = a.DueDate;
object bDueDate = b.DueDate;
int ret = ((IComparable)aDueDate).CompareTo(bDueDate);
return(ret);
}
}
));
if (arInvoiceList.Count > 0)
{
foreach (ARPayment payment in PXSelect <ARPayment,
Where <ARPayment.released, Equal <True>,
And <ARPayment.openDoc, Equal <True>,
And <ARPayment.customerID, Equal <Required <ARPayment.customerID> >,
And <Where <ARPayment.docType, Equal <ARDocType.payment>,
Or <ARPayment.docType, Equal <ARDocType.prepayment>,
Or <ARPayment.docType, Equal <Required <ARPayment.docType> > > > > > > > >,
OrderBy <Asc <ARPayment.docDate> > > .Select(graph,
customer.BAccountID,
filter.ApplyCreditMemos == true ? ARDocType.CreditMemo : ARDocType.Payment))
{
ApplyPayment(graph, filter, payment, arInvoiceList, toRelease);
}
}
var remainingParentInvoices = arInvoiceList.Where(inv => inv.CustomerID == customer.BAccountID).ToList();
if (remainingParentInvoices.Count > 0 &&
filter.ApplyCreditMemos == true && filter.LoadChildDocuments == LoadChildDocumentsOptions.IncludeCRM)
{
foreach (ARPayment payment in PXSelectJoin <ARPayment,
InnerJoin <Customer, On <ARPayment.customerID, Equal <Customer.bAccountID> > >,
Where <ARPayment.released, Equal <True>,
And <ARPayment.openDoc, Equal <True>,
And <Customer.consolidatingBAccountID, Equal <Required <Customer.consolidatingBAccountID> >,
And <ARPayment.docType, Equal <ARDocType.creditMemo> > > > >,
OrderBy <Asc <ARPayment.docDate> > > .Select(graph, customer.BAccountID))
{
ApplyPayment(graph, filter, payment, remainingParentInvoices, toRelease);
}
}
}
if (toRelease.Count > 0)
{
ARDocumentRelease.ReleaseDoc(toRelease, false);
}
}
private static void ApplyPayment(ARPaymentEntry graph, ARAutoApplyParameters filter, ARPayment payment, List <ARInvoice> arInvoiceList, List <ARRegister> toRelease, out string warningRefNbr)
{
warningRefNbr = String.Empty;
if (arInvoiceList.Any() == false)
{
return;
}
if (payment.DocDate > filter.ApplicationDate)
{
warningRefNbr = payment.RefNbr;
PXProcessing <ARStatementCycle> .SetWarning(Messages.FuturePaymentWarning);
return;
}
int invoiceIndex = 0;
var paymentsViewIntoInvoiceList = new List <ARInvoice>(arInvoiceList);
graph.Clear();
graph.Document.Current = payment;
bool adjustmentAdded = false;
while (graph.Document.Current.CuryUnappliedBal > 0 && invoiceIndex < paymentsViewIntoInvoiceList.Count)
{
if (graph.Document.Current.CuryApplAmt == null)
{
object curyapplamt = graph.Document.Cache.GetValueExt <ARPayment.curyApplAmt>(graph.Document.Current);
if (curyapplamt is PXFieldState)
{
curyapplamt = ((PXFieldState)curyapplamt).Value;
}
graph.Document.Current.CuryApplAmt = (decimal?)curyapplamt;
}
graph.Document.Current.AdjDate = filter.ApplicationDate;
FinPeriodIDAttribute.SetPeriodsByMaster <ARPayment.adjFinPeriodID>(graph.Document.Cache, graph.Document.Current, filter.FinPeriodID);
graph.Document.Cache.Adjust <PX.Objects.AR.AROpenPeriodAttribute>().For <ARPayment.adjFinPeriodID>(atr => atr.RedefaultOnDateChanged = false);
graph.Document.Cache.Update(graph.Document.Current);
ARInvoice invoice = paymentsViewIntoInvoiceList[invoiceIndex];
var trans = invoice.PaymentsByLinesAllowed == true
? PXSelect <ARTran,
Where <ARTran.tranType, Equal <Required <ARTran.tranType> >,
And <ARTran.refNbr, Equal <Required <ARTran.refNbr> > > > > .Select(graph, invoice.DocType, invoice.RefNbr)
: new PXResultset <ARTran>()
{
null
};
foreach (ARTran tran in trans)
{
ARAdjust adj = new ARAdjust();
adj.AdjdDocType = invoice.DocType;
adj.AdjdRefNbr = invoice.RefNbr;
adj.AdjdLineNbr = tran?.LineNbr ?? 0;
graph.AutoPaymentApp = true;
adj = graph.Adjustments.Insert(adj);
if (adj != null)
{
adjustmentAdded = true;
if (adj.CuryDocBal <= 0m)
{
arInvoiceList.Remove(invoice);
}
}
}
invoiceIndex++;
}
if (adjustmentAdded)
{
graph.Save.Press();
if (filter.ReleaseBatchWhenFinished == true)
{
toRelease.Add(graph.Document.Current);
}
}
}
public virtual void ImportAmazonRecords(SOImportProcess graph, List <SOProcessOrder> list, SOImportFilter currentFilter)
{
if (list.Count < 0)
{
return;
}
List <Order> amwOrder = null;
List <OrderItem> amwLineItems = null;
string amwOrderID = string.Empty;
List <SOAmazonSetup> liSOAmazonSetup = new List <SOAmazonSetup>();
List <SOFieldMapping> liUsrMapping = new List <SOFieldMapping>();
SOAmazonSetup objamwSetup = null;
SOOrderProcessLog objProcessLog = null;
SOPartialMaint logGraph = PXGraph.CreateInstance <SOPartialMaint>();
if (currentFilter.ProcessAllTypes == true)
{
foreach (SOAmazonSetup objSetup in PXSelect <SOAmazonSetup, Where <SOAmazonSetup.status, Equal <True> > > .Select(graph))
{
liSOAmazonSetup.Add(objSetup);
}
}
else if (SOHelper.MarketplaceConfigurations(graph, currentFilter.IntegrationID, out objamwSetup))
{
liSOAmazonSetup.Add(objamwSetup);
}
if (liSOAmazonSetup.Count > 0)
{
ARPaymentEntry docgraph = PXGraph.CreateInstance <ARPaymentEntry>();
SOOrderEntry orderEntry = PXGraph.CreateInstance <SOOrderEntry>();
orderEntry.RowUpdated.AddHandler <SOOrder>((sender, e) =>
{
if (!sender.ObjectsEqual <SOOrder.orderDate>(e.Row, e.OldRow))
{
SOOrder order = (SOOrder)e.Row;
order.OrderDate = order.OrderDate.HasValue ? order.OrderDate.Value.Date : order.OrderDate;
}
});
InvokeServicesCallResponse objSyncOrderResponse = null;
PrepareAndImportOrdersParams objScheduleParams = null;
objProcessLog = new SOOrderProcessLog();
objProcessLog.ProcessDate = PX.Common.PXTimeZoneInfo.Now;
objProcessLog.TotalRecordstoImport = list.Count;
objProcessLog.Operation = SOConstants.btnImport;
objProcessLog.ImportedRecordsCount = 0;
objProcessLog.FailedRecordsCount = 0;
bool isErrorOccured = false;
List <string> liCarriers = PXSelect <Carrier> .Select(graph).RowCast <Carrier>().Select(c => c.CarrierID).ToList();
foreach (SOProcessOrder currentRecord in list)
{
try
{
orderEntry.Clear();
logGraph.Clear();
docgraph.Clear();
objProcessLog.IntegrationID = currentFilter.IntegrationID != null ? currentFilter.IntegrationID : currentRecord.IntegrationID;
logGraph.OrderProcessLog.Insert(objProcessLog);
logGraph.Actions.PressSave();
foreach (SOAmazonSetup objSOAmazonSetup in liSOAmazonSetup.Where(x => x.IntegrationID == currentRecord.IntegrationID))
{
if (orderEntry.sosetup.Current != null)
{
if (!SOHelper.CheckOrderExist(graph, currentRecord.AmazonOrderID, currentRecord.IntegrationID))
{
amwOrderID = currentRecord.AmazonOrderID;
if (amwLineItems != null && amwLineItems.Count > 0)
{
amwLineItems.Clear();
}
amwOrder = new List <Order>();
amwOrder.Add(SOHelper.SchemaDeserialization(graph, amwOrderID));
objServiceCallParams = new ServiceCallParameters();
objServiceCallParams.objSOAmazonSetup = objSOAmazonSetup;
objServiceCallParams.amwOrderID = currentRecord.AmazonOrderID;
objServiceCallParams.methodCall = SOConstants.invokeListOrderItems;
objSyncOrderResponse = new InvokeServicesCallResponse();
objSyncOrderResponse = new SOOrdersServiceCall(clientOrder).InvokeServicesCalls(graph, objServiceCallParams);
amwLineItems = objSyncOrderResponse != null && objSyncOrderResponse.objListOrderItemsResponse != null &&
objSyncOrderResponse.objListOrderItemsResponse.ListOrderItemsResult != null &&
objSyncOrderResponse.objListOrderItemsResponse.ListOrderItemsResult.OrderItems.Count > 0 ?
objSyncOrderResponse.objListOrderItemsResponse.ListOrderItemsResult.OrderItems : amwLineItems;
objScheduleParams = new PrepareAndImportOrdersParams();
objScheduleParams.objSOPartialMaint = logGraph;
objScheduleParams.objSOAmazonSetup = objSOAmazonSetup;
objScheduleParams.objSOOrderEntry = orderEntry;
objScheduleParams.paymentGraph = docgraph;
objScheduleParams.objSOProcessOrderRecord = currentRecord;
objScheduleParams.ObjCurrentOrder = amwOrder[0];
objScheduleParams.objamwLineItems = amwLineItems;
objScheduleParams.objliUsrMapping = liUsrMapping;
objScheduleParams.listOfCarriers = liCarriers;
objScheduleParams.CurrentOrderIndex = list.IndexOf(currentRecord);
CreateSO.CreateSalesOrderandPayments(objScheduleParams);
}
else
{
isErrorOccured = true;
SOLogService.LogImportStatus(objScheduleParams, true, SOMessages.recordAlreadyImported);
PXProcessing <SOProcessOrder> .SetInfo(list.IndexOf(currentRecord), SOMessages.recordAlreadyImported);
}
}
else
{
throw new PXException(SOMessages.configMissing);
}
}
}
catch (Exception ex)
{
isErrorOccured = true;
SOLogService.LogImportStatus(objScheduleParams, false, ex.Message);
PXProcessing <SOProcessOrder> .SetError(list.IndexOf(currentRecord), ex.Message);
}
}
if (isErrorOccured)
{
throw new PXException(SOMessages.showErrorMsgOrders);
}
}
}
public static void ProcessDoc(ARPaymentEntry graph, ARStatementCycle cycle, ARAutoApplyParameters filter)
{
List<ARRegister> toRelease = new List<ARRegister>();
HashSet<string> trace = new HashSet<string>();
string warningRefNbr = String.Empty;
int?[] branches = PXAccess.GetBranchIDs().Select(i => (int?)i).ToArray<int?>();
foreach (Customer customer in GetCustomersForAutoApplication(graph, cycle, filter))
{
List<ARInvoice> arInvoiceList = new List<ARInvoice>();
var invoiceQuery = new PXSelectJoin<ARInvoice,
InnerJoin<Customer, On<ARInvoice.customerID, Equal<Customer.bAccountID>>>,
Where<ARInvoice.released, Equal<True>,
And<ARInvoice.openDoc, Equal<True>,
And<ARInvoice.pendingPPD, NotEqual<True>,
And<Where<ARInvoice.docType, Equal<ARDocType.invoice>,
Or<ARInvoice.docType, Equal<ARDocType.finCharge>,
Or<ARInvoice.docType, Equal<ARDocType.debitMemo>>>>>>>>,
OrderBy<Asc<ARInvoice.dueDate>>>(graph);
if(filter.LoadChildDocuments == LoadChildDocumentsOptions.None || customer.ParentBAccountID != null)
{
invoiceQuery.WhereAnd<Where<Customer.bAccountID, Equal<Required<ARInvoice.customerID>>>>();
}
else
{
invoiceQuery.WhereAnd<Where<Customer.consolidatingBAccountID, Equal<Required<ARInvoice.customerID>>>>();
}
PXResultset<ARInvoice> invoices;
using (new PXReadBranchRestrictedScope(null, branches, true, false))
{
invoices = invoiceQuery.Select(customer.BAccountID);
}
foreach (ARInvoice invoice in invoices)
{
arInvoiceList.Add(invoice);
}
arInvoiceList.Sort(new Comparison<ARInvoice>(delegate(ARInvoice a, ARInvoice b)
{
if ((bool)graph.arsetup.Current.FinChargeFirst)
{
int aSortOrder = (a.DocType == ARDocType.FinCharge ? 0 : 1);
int bSortOrder = (b.DocType == ARDocType.FinCharge ? 0 : 1);
int ret = ((IComparable)aSortOrder).CompareTo(bSortOrder);
if (ret != 0)
{
return ret;
}
}
{
object aDueDate = a.DueDate;
object bDueDate = b.DueDate;
int ret = ((IComparable)aDueDate).CompareTo(bDueDate);
return ret;
}
}
));
if (arInvoiceList.Count > 0)
{
PXSelectBase<ARPayment> getPaymentsQuery =
new PXSelectJoin<ARPayment,
InnerJoin<Branch,
On<ARPayment.branchID, Equal<Branch.branchID>>,
InnerJoin<OrganizationFinPeriod,
On<Branch.organizationID, Equal<OrganizationFinPeriod.organizationID>,
And<OrganizationFinPeriod.finPeriodID, Equal<Required<OrganizationFinPeriod.finPeriodID>>>>>>,
Where<
OrganizationFinPeriod.status, NotEqual<FinPeriod.status.locked>,
And<OrganizationFinPeriod.status, NotEqual<FinPeriod.status.inactive>,
And<ARPayment.released, Equal<True>,
And<ARPayment.openDoc, Equal<True>,
And<ARPayment.customerID, Equal<Required<ARPayment.customerID>>,
And2<Not<HasUnreleasedVoidPayment<ARPayment.docType, ARPayment.refNbr>>,
And<Where<
ARPayment.docType, Equal<ARDocType.payment>,
Or<ARPayment.docType, Equal<ARDocType.prepayment>,
Or<ARPayment.docType, Equal<Required<ARPayment.docType>>>>>>>>>>>>,
OrderBy<
Asc<ARPayment.docDate>>>(graph);
if (!graph.FinPeriodUtils.CanPostToClosedPeriod())
{
getPaymentsQuery.WhereAnd<Where<OrganizationFinPeriod.status, NotEqual<FinPeriod.status.closed>>>();
}
foreach (ARPayment payment in
getPaymentsQuery.Select(filter.FinPeriodID,
customer.BAccountID,
filter.ApplyCreditMemos == true ? ARDocType.CreditMemo : ARDocType.Payment))
{
ApplyPayment(graph, filter, payment, arInvoiceList, toRelease, out warningRefNbr);
trace.Add(warningRefNbr);
}
}
var remainingParentInvoices = arInvoiceList.Where(inv => inv.CustomerID == customer.BAccountID).ToList();
if (remainingParentInvoices.Count > 0
&& filter.ApplyCreditMemos == true
&& filter.LoadChildDocuments == LoadChildDocumentsOptions.IncludeCRM)
{
PXSelectBase<ARPayment> getCreditMemosQuery =
new PXSelectJoin<ARPayment,
InnerJoin<Customer,
On<ARPayment.customerID, Equal<Customer.bAccountID>>,
InnerJoin<Branch,
On<ARPayment.branchID, Equal<Branch.branchID>>,
InnerJoin<OrganizationFinPeriod,
On<Branch.organizationID, Equal<OrganizationFinPeriod.organizationID>,
And<OrganizationFinPeriod.finPeriodID, Equal<Required<OrganizationFinPeriod.finPeriodID>>>>>>>,
Where<
OrganizationFinPeriod.status, NotEqual<FinPeriod.status.locked>,
And<OrganizationFinPeriod.status, NotEqual<FinPeriod.status.inactive>,
And<ARPayment.released, Equal<True>,
And<ARPayment.openDoc, Equal<True>,
And<Customer.consolidatingBAccountID, Equal<Required<Customer.consolidatingBAccountID>>,
And<ARPayment.docType, Equal<ARDocType.creditMemo>,
And<Not<HasUnreleasedVoidPayment<ARPayment.docType, ARPayment.refNbr>>>>>>>>>,
OrderBy<
Asc<ARPayment.docDate>>>(graph);
if (!graph.FinPeriodUtils.CanPostToClosedPeriod())
{
getCreditMemosQuery.WhereAnd<Where<OrganizationFinPeriod.status, NotEqual<FinPeriod.status.closed>>>();
}
foreach (ARPayment payment in
getCreditMemosQuery.Select(filter.FinPeriodID, customer.BAccountID))
{
ApplyPayment(graph, filter, payment, remainingParentInvoices, toRelease, out warningRefNbr);
trace.Add(warningRefNbr);
}
}
}
if (trace != null && trace.Count != 0)
{
PXTrace.WriteWarning(String.Format(Messages.FuturePayments, trace.Where(x => !x.IsNullOrEmpty()).JoinToString("; ")));
trace.Clear();
}
if (toRelease.Count > 0)
{
ARDocumentRelease.ReleaseDoc(toRelease, false);
}
}
public static void ValidateCCPayment(PXGraph graph, List <IExternalTransaction> list, bool isMassProcess)
{
bool failed = false;
ARCashSaleEntry arCashSaleGraph = null;
ARPaymentEntry arPaymentGraph = null;
SOInvoiceEntry soInvoiceGraph = null;
for (int i = 0; i < list.Count; i++)
{
if (list[i] == null)
{
continue;
}
if ((i % 100) == 0)
{
if (arCashSaleGraph != null)
{
arCashSaleGraph.Clear();
}
if (arPaymentGraph != null)
{
arPaymentGraph.Clear();
}
if (soInvoiceGraph != null)
{
soInvoiceGraph.Clear();
}
}
IExternalTransaction tran = list[i];
var resultSet = PXSelectJoin <Standalone.ARRegister,
LeftJoin <ARPayment,
On <ARPayment.refNbr, Equal <Standalone.ARRegister.refNbr>,
And <ARPayment.docType, Equal <Standalone.ARRegister.docType> > >,
LeftJoin <ARInvoice,
On <ARInvoice.refNbr, Equal <Standalone.ARRegister.refNbr>,
And <ARInvoice.docType, Equal <Standalone.ARRegister.docType> > >,
LeftJoin <SOInvoice,
On <SOInvoice.refNbr, Equal <Standalone.ARRegister.refNbr>,
And <SOInvoice.docType, Equal <Standalone.ARRegister.docType> > >,
LeftJoin <Standalone.ARCashSale,
On <Standalone.ARCashSale.refNbr, Equal <Standalone.ARRegister.refNbr>,
And <Standalone.ARCashSale.docType, Equal <Standalone.ARRegister.docType> > > > > > >,
Where <Standalone.ARRegister.refNbr, Equal <Required <Standalone.ARRegister.refNbr> >,
And <Standalone.ARRegister.docType, Equal <Required <Standalone.ARRegister.docType> > > > >
.SelectSingleBound(graph, null, tran.RefNbr, tran.DocType);
foreach (PXResult <Standalone.ARRegister, ARPayment, ARInvoice, SOInvoice, Standalone.ARCashSale> arDoc in resultSet)
{
if (arDoc == null)
{
continue;
}
try
{
if ((ARInvoice)arDoc is ARInvoice arInvoice &&
arInvoice != null && arInvoice.RefNbr != null)
{
if ((SOInvoice)arDoc is SOInvoice soInvoice &&
soInvoice != null && soInvoice.RefNbr != null)
{
soInvoiceGraph = soInvoiceGraph != null ? soInvoiceGraph : PXGraph.CreateInstance <SOInvoiceEntry>();
SOInvoiceEntry.PaymentTransaction ext = soInvoiceGraph.GetExtension <SOInvoiceEntry.PaymentTransaction>();
soInvoiceGraph.Document.Current = arInvoice;
soInvoiceGraph.SODocument.Current = soInvoice;
if (ext.CanValidate(arInvoice))
{
ext.validateCCPayment.Press();
}
}
else if ((Standalone.ARCashSale)arDoc is Standalone.ARCashSale arCashSale &&
arCashSale != null && arCashSale.RefNbr != null)
{
arCashSaleGraph = arCashSaleGraph != null ? arCashSaleGraph : PXGraph.CreateInstance <ARCashSaleEntry>();
ARCashSaleEntry.PaymentTransaction ext = arCashSaleGraph.GetExtension <ARCashSaleEntry.PaymentTransaction>();
arCashSaleGraph.Document.Current = arCashSale;
if (ext.CanValidate(arCashSaleGraph.Document.Current))
{
ext.validateCCPayment.Press();
}
}
}
public static void CreatePayments(List <ARInvoice> list, PayBillsFilter filter, CurrencyInfo info)
{
Dictionary <ARPayment, List <int> > pmtRows = new Dictionary <ARPayment, List <int> >();
bool failed = false;
ARPaymentEntry pe = PXGraph.CreateInstance <ARPaymentEntry>();
List <ARPayment> paylist = new List <ARPayment>();
list.Sort((in1, in2) =>
{
if (in1.CustomerID != in2.CustomerID)
{
return(((IComparable)in1.CustomerID).CompareTo(in2.CustomerID));
}
return(((IComparable)in1.PMInstanceID).CompareTo(in2.PMInstanceID));
}
);
for (int i = 0; i < list.Count; i++)
{
ARInvoice doc = list[i];
ARPayment pmt = null;
bool docFailed = false;
try
{
pe.CreatePayment(doc, info, filter.PayDate, filter.PayFinPeriodID, false);
pmt = pe.Document.Current;
if (pmt != null)
{
if (!paylist.Contains(pmt))
{
if (String.IsNullOrEmpty(pmt.ExtRefNbr))
{
pe.Document.Current.ExtRefNbr = string.Format(Messages.ARAutoPaymentRefNbrFormat, filter.PayDate.Value);
}
paylist.Add(pmt);
}
if (!pmtRows.ContainsKey(pmt))
{
pmtRows[pmt] = new List <int>();
}
pmtRows[pmt].Add(i);
pmt.Hold = false;
pmt.FinPeriodID = filter.PayFinPeriodID;
}
pe.Save.Press();
}
catch (Exception e)
{
PXFilteredProcessing <PayBillsFilter, ARInvoice> .SetError(i, e.Message);
docFailed = failed = true;
}
if (!docFailed)
{
PXFilteredProcessing <PayBillsFilter, ARInvoice> .SetInfo(i, string.Format(Messages.ARPaymentIsCreatedProcessingINProgress, pmt.RefNbr));
}
}
if (failed)
{
throw new PXException(Messages.CreationOfARPaymentFailedForSomeInvoices);
}
}
