protected virtual void PaymentMethodAccount_UseForAR_FieldDefaulting(PXCache cache, PXFieldDefaultingEventArgs e)
{
PaymentMethodAccount row = (PaymentMethodAccount)e.Row;
CA.PaymentMethod pm = this.PaymentMethod.Current;
e.NewValue = (pm != null) && pm.UseForAR == true;
e.Cancel = true;
}
protected virtual void PaymentMethodAccount_UseForAP_FieldDefaulting(PXCache cache, PXFieldDefaultingEventArgs e)
{
PaymentMethodAccount row = (PaymentMethodAccount)e.Row;
CA.PaymentMethod pm = this.PaymentMethod.Current;
if (row != null && pm != null)
{
e.NewValue = (pm.UseForAP == true);
if (pm.UseForAP == true && row.CashAccountID.HasValue)
{
CashAccount c = PXSelectReadonly <CashAccount, Where <CashAccount.cashAccountID, Equal <Required <CashAccount.cashAccountID> > > > .Select(this, row.CashAccountID);
e.NewValue = (c != null);
}
e.Cancel = true;
}
}
private static void CreateMemo(ARInvoiceEntry graph, ARRegister doc, RUTROT rutrot, string docType, bool OnRelease = false)
{
DuplicateFilter filter = PXCache <DuplicateFilter> .CreateCopy(graph.duplicatefilter.Current);
foreach (PXResult <ARInvoice, CurrencyInfo, Terms, Customer> res in ARInvoice_CurrencyInfo_Terms_Customer.Select(graph, (object)doc.DocType, doc.RefNbr, doc.CustomerID))
{
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy((CurrencyInfo)res);
info.CuryInfoID = null;
info.IsReadOnly = false;
info = PXCache <CurrencyInfo> .CreateCopy(graph.currencyinfo.Insert(info));
ARInvoice invoice = (ARInvoice)graph.Document.Cache.CreateInstance();
if (docType == ARDocType.CreditMemo)
{
invoice.DueDate = null;
invoice.DiscDate = null;
invoice.CustomerID = doc.CustomerID;
invoice.ARAccountID = doc.ARAccountID;
invoice.ARSubID = doc.ARSubID;
}
if (docType == ARInvoiceType.DebitMemo)
{
invoice.DueDate = ((ARInvoice)res).DueDate;
invoice.DiscDate = ((ARInvoice)res).DiscDate;
BranchRUTROT branchRUTROT = GetBranchRUTROT(graph);
invoice.CustomerID = branchRUTROT.TaxAgencyAccountID;
invoice.ARAccountID = null;
invoice.ARSubID = null;
}
ARInvoiceRUTROT invoiceRUTROT = RUTROTHelper.GetExtensionNullable <ARInvoice, ARInvoiceRUTROT>(invoice);
invoiceRUTROT.IsRUTROTDeductible = false;
invoice.CuryInfoID = info.CuryInfoID;
invoice.DocType = docType;
invoice.OrigModule = GL.BatchModule.AR;
invoice.RefNbr = null;
invoice.OrigModule = GL.BatchModule.AR;
invoice.DocDesc = PXLocalizer.LocalizeFormat(RUTROTMessages.MemoDescription, doc.RefNbr);
invoice.OpenDoc = true;
invoice.Released = false;
invoice.Hold = false;
invoice.Printed = false;
invoice.Emailed = false;
invoice.BatchNbr = null;
invoice.ScheduleID = null;
invoice.Scheduled = false;
invoice.NoteID = null;
invoice.RefNoteID = null;
invoice.TermsID = null;
invoice.InstallmentCntr = null;
invoice.InstallmentNbr = null;
invoice.CuryOrigDiscAmt = 0m;
invoice.FinPeriodID = doc.FinPeriodID;
invoice.OrigDocDate = invoice.DocDate;
invoice.CuryLineTotal = 0m;
invoice.IsTaxPosted = false;
invoice.IsTaxValid = false;
invoice.CuryVatTaxableTotal = 0m;
invoice.CuryVatExemptTotal = 0m;
invoice.StatementDate = null;
invoice.PendingPPD = false;
invoice.CustomerLocationID = null;
if (!string.IsNullOrEmpty(invoice.PaymentMethodID))
{
CA.PaymentMethod pm = null;
if (invoice.CashAccountID.HasValue)
{
CA.PaymentMethodAccount pmAccount = null;
PXResult <CA.PaymentMethod, CA.PaymentMethodAccount> pmResult = (PXResult <CA.PaymentMethod, CA.PaymentMethodAccount>)
PXSelectJoin <CA.PaymentMethod,
LeftJoin <
CA.PaymentMethodAccount, On <CA.PaymentMethod.paymentMethodID, Equal <CA.PaymentMethodAccount.paymentMethodID> > >,
Where <
CA.PaymentMethod.paymentMethodID, Equal <Required <CA.PaymentMethod.paymentMethodID> >,
And <CA.PaymentMethodAccount.cashAccountID, Equal <Required <CA.PaymentMethodAccount.cashAccountID> > > > > .
Select(graph, invoice.PaymentMethodID, invoice.CashAccountID);
pm = pmResult;
pmAccount = pmResult;
if (pm == null || pm.UseForAR == false || pm.IsActive == false)
{
invoice.PaymentMethodID = null;
invoice.CashAccountID = null;
}
else if (pmAccount == null || pmAccount.CashAccountID == null || pmAccount.UseForAR != true)
{
invoice.CashAccountID = null;
}
}
else
{
pm = PXSelect <CA.PaymentMethod,
Where <CA.PaymentMethod.paymentMethodID, Equal <Required <CA.PaymentMethod.paymentMethodID> > > >
.Select(graph, invoice.PaymentMethodID);
if (pm == null || pm.UseForAR == false || pm.IsActive == false)
{
invoice.PaymentMethodID = null;
invoice.CashAccountID = null;
invoice.PMInstanceID = null;
}
}
if (invoice.PMInstanceID.HasValue)
{
CustomerPaymentMethod cpm = PXSelect <CustomerPaymentMethod,
Where <CustomerPaymentMethod.pMInstanceID, Equal <Required <CustomerPaymentMethod.pMInstanceID> > > > .
Select(graph, invoice.PMInstanceID);
if (string.IsNullOrEmpty(invoice.PaymentMethodID) || cpm == null || cpm.IsActive == false || cpm.PaymentMethodID != invoice.PaymentMethodID)
{
invoice.PMInstanceID = null;
}
}
}
else
{
invoice.CashAccountID = null;
invoice.PMInstanceID = null;
}
SalesPerson sp = (SalesPerson)PXSelectorAttribute.Select <ARInvoice.salesPersonID>(graph.Document.Cache, invoice);
if (sp == null || sp.IsActive == false)
{
invoice.SalesPersonID = null;
}
invoice = graph.Document.Insert(invoice);
}
TX.TaxAttribute.SetTaxCalc <ARTran.taxCategoryID>(graph.Transactions.Cache, null, TX.TaxCalc.ManualCalc);
graph.FieldDefaulting.AddHandler <ARTran.salesPersonID>((sender, e) =>
{
e.NewValue = null;
e.Cancel = true;
});
decimal roundedTotalDistributedLinesAmt = 0m;
foreach (ARTran srcTran in PXSelect <ARTran, Where <ARTran.tranType, Equal <Required <ARTran.tranType> >,
And <ARTran.refNbr, Equal <Required <ARTran.refNbr> > > > > .Select(graph, doc.DocType, doc.RefNbr))
{
ARTran tran = PXCache <ARTran> .CreateCopy(srcTran);
ARTranRUTROT tranRR = RUTROTHelper.GetExtensionNullable <ARTran, ARTranRUTROT>(tran);
if (tranRR.IsRUTROTDeductible != true)
{
continue;
}
tran.TranType = graph.Document.Current.DocType;
tran.RefNbr = graph.Document.Current.RefNbr;
string origDrCr = tran.DrCr;
tran.DrCr = null;
tran.Released = null;
tran.CuryInfoID = null;
tran.SOOrderNbr = null;
tran.SOShipmentNbr = null;
tran.OrigInvoiceDate = tran.TranDate;
tran.NoteID = null;
tran.ManualPrice = true;
tran.CuryTranAmt = Math.Floor(tranRR.CuryRUTROTAvailableAmt ?? 0m);
roundedTotalDistributedLinesAmt += tran.CuryTranAmt ?? 0m;
tranRR.IsRUTROTDeductible = false;
if (!string.IsNullOrEmpty(tran.DeferredCode))
{
DRSchedule schedule = PXSelect <DRSchedule,
Where <DRSchedule.module, Equal <BQLConstants.moduleAR>,
And <DRSchedule.docType, Equal <Required <DRSchedule.docType> >,
And <DRSchedule.refNbr, Equal <Required <DRSchedule.refNbr> >,
And <DRSchedule.lineNbr, Equal <Required <DRSchedule.lineNbr> > > > > > > .
Select(graph, doc.DocType, doc.RefNbr, tran.LineNbr);
if (schedule != null)
{
tran.DefScheduleID = schedule.ScheduleID;
}
}
SalesPerson sp = (SalesPerson)PXSelectorAttribute.Select <ARTran.salesPersonID>(graph.Transactions.Cache, tran);
if (sp == null || sp.IsActive == false)
{
tran.SalesPersonID = null;
}
ARTran insertedTran = graph.Transactions.Insert(tran);
PXNoteAttribute.CopyNoteAndFiles(graph.Transactions.Cache, srcTran, graph.Transactions.Cache, insertedTran);
insertedTran.ManualDisc = true;
insertedTran.TaxCategoryID = null;
graph.Transactions.Update(insertedTran);
}
decimal distributedFee = (rutrot.CuryDistributedAmt ?? 0m) - roundedTotalDistributedLinesAmt;
if (distributedFee != 0m)
{
foreach (ARTran artran in graph.Transactions.Cache.Inserted)
{
if (Math.Round(distributedFee) == 0m)
{
break;
}
if (artran.CuryTranAmt != 0m)
{
artran.CuryTranAmt += Math.Sign(distributedFee);
distributedFee -= Math.Sign(distributedFee);
}
graph.Transactions.Update(artran);
}
}
graph.Document.Current.CuryOrigDocAmt = graph.Document.Current.CuryDocBal;
graph.Document.Cache.Update(graph.Document.Current);
graph.RowInserting.AddHandler <ARSalesPerTran>((sender, e) => { e.Cancel = true; });
foreach (ARSalesPerTran salespertran in PXSelect <ARSalesPerTran, Where <ARSalesPerTran.docType, Equal <Required <ARSalesPerTran.docType> >,
And <ARSalesPerTran.refNbr, Equal <Required <ARSalesPerTran.refNbr> > > > > .Select(graph, doc.DocType, doc.RefNbr))
{
ARSalesPerTran newtran = PXCache <ARSalesPerTran> .CreateCopy(salespertran);
newtran.DocType = graph.Document.Current.DocType;
newtran.RefNbr = graph.Document.Current.RefNbr;
newtran.Released = false;
newtran.CuryInfoID = null;
newtran.CuryCommnblAmt *= -1m;
newtran.CuryCommnAmt *= -1m;
SalesPerson sp = (SalesPerson)PXSelectorAttribute.Select <ARSalesPerTran.salespersonID>(graph.salesPerTrans.Cache, newtran);
if (!(sp == null || sp.IsActive == false))
{
graph.salesPerTrans.Update(newtran);
}
}
var discountDetailsSet = PXSelect <ARInvoiceDiscountDetail,
Where <ARInvoiceDiscountDetail.docType, Equal <Required <ARInvoice.docType> >,
And <ARInvoiceDiscountDetail.refNbr, Equal <Required <ARInvoice.refNbr> > > >,
OrderBy <Asc <ARInvoiceDiscountDetail.docType,
Asc <ARInvoiceDiscountDetail.refNbr> > > >
.Select(graph, doc.DocType, doc.RefNbr);
foreach (ARInvoiceDiscountDetail discountDetail in discountDetailsSet)
{
ARInvoiceDiscountDetail newDiscountDetail = PXCache <ARInvoiceDiscountDetail> .CreateCopy(discountDetail);
newDiscountDetail.DocType = graph.Document.Current.DocType;
newDiscountDetail.RefNbr = graph.Document.Current.RefNbr;
newDiscountDetail.IsManual = true;
DiscountEngineProvider.GetEngineFor <ARTran, ARInvoiceDiscountDetail>().UpdateDiscountDetail(graph.ARDiscountDetails.Cache, graph.ARDiscountDetails, newDiscountDetail);
}
graph.Save.Press();
if (docType == ARDocType.CreditMemo && !OnRelease)
{
CreateAdjustment(graph, doc, graph.Document.Current);
}
}
public virtual void GenerateProc(Schedule s, short Times, DateTime runDate)
{
List <ScheduleDet> sd = GL.ScheduleProcess.MakeSchedule(this, s, Times, runDate);
ARInvoiceEntry docgraph = CreateGraph();
foreach (ScheduleDet sdet in sd)
{
foreach (PXResult <ARInvoice, Customer, CurrencyInfo> res in PXSelectJoin <ARInvoice, InnerJoin <Customer, On <Customer.bAccountID, Equal <ARInvoice.customerID> >, InnerJoin <CurrencyInfo, On <CurrencyInfo.curyInfoID, Equal <ARInvoice.curyInfoID> > > >, Where <ARInvoice.scheduleID, Equal <Required <ARInvoice.scheduleID> >, And <ARInvoice.scheduled, Equal <boolTrue> > > > .Select(this, s.ScheduleID))
{
docgraph.Clear();
docgraph.customer.Current = (Customer)res;
ARInvoice apdoc = (ARInvoice)res;
CurrencyInfo info = (CurrencyInfo)res;
CurrencyInfo new_info = PXCache <CurrencyInfo> .CreateCopy(info);
new_info.CuryInfoID = null;
new_info = docgraph.currencyinfo.Insert(new_info);
ARInvoice new_ardoc = PXCache <ARInvoice> .CreateCopy(apdoc);
new_ardoc.CuryInfoID = new_info.CuryInfoID;
new_ardoc.DocDate = sdet.ScheduledDate;
new_ardoc.FinPeriodID = sdet.ScheduledPeriod;
new_ardoc.TranPeriodID = null;
new_ardoc.DueDate = null;
new_ardoc.DiscDate = null;
new_ardoc.CuryOrigDiscAmt = null;
new_ardoc.OrigDiscAmt = null;
new_ardoc.RefNbr = null;
new_ardoc.Scheduled = false;
new_ardoc.CuryLineTotal = 0m;
new_ardoc.CuryVatTaxableTotal = 0m;
new_ardoc.CuryVatExemptTotal = 0m;
new_ardoc.NoteID = null;
bool forceClear = false;
bool clearPM = false;
if (new_ardoc.PMInstanceID.HasValue)
{
PXResult <CustomerPaymentMethod, CA.PaymentMethod> pmiResult = (PXResult <CustomerPaymentMethod, CA.PaymentMethod>) PXSelectJoin <CustomerPaymentMethod, InnerJoin <CA.PaymentMethod, On <CA.PaymentMethod.paymentMethodID, Equal <CustomerPaymentMethod.paymentMethodID> > >, Where <CustomerPaymentMethod.pMInstanceID, Equal <Required <CustomerPaymentMethod.pMInstanceID> > > > .Select(docgraph, new_ardoc.PMInstanceID);
if (pmiResult != null)
{
CustomerPaymentMethod pmInstance = pmiResult;
CA.PaymentMethod paymentMethod = pmiResult;
if (pmInstance == null || pmInstance.IsActive != true || paymentMethod.IsActive != true || paymentMethod.UseForAR != true)
{
clearPM = true;
forceClear = true;
}
}
else
{
clearPM = true;
forceClear = true;
}
}
else
{
if (string.IsNullOrEmpty(new_ardoc.PaymentMethodID) == false)
{
CA.PaymentMethod pm = PXSelect <CA.PaymentMethod, Where <CA.PaymentMethod.paymentMethodID, Equal <Required <CA.PaymentMethod.paymentMethodID> > > > .Select(docgraph, new_ardoc.PaymentMethodID);
if (pm == null || pm.IsActive != true || pm.UseForAR != true)
{
clearPM = true;
forceClear = true;
}
}
}
if (clearPM)
{
new_ardoc.PMInstanceID = null;
new_ardoc.PaymentMethodID = null;
new_ardoc.CashAccountID = null;
}
new_ardoc = docgraph.Document.Insert(new_ardoc);
//force creditrule back
docgraph.customer.Current = (Customer)res;
if (forceClear == true)
{
ARInvoice copy = PXCache <ARInvoice> .CreateCopy(new_ardoc);
copy.PMInstanceID = null;
copy.PaymentMethodID = null;
copy.CashAccountID = null;
new_ardoc = docgraph.Document.Update(copy);
}
AddressAttribute.CopyRecord <ARInvoice.billAddressID>(docgraph.Document.Cache, new_ardoc, apdoc, false);
ContactAttribute.CopyRecord <ARInvoice.billContactID>(docgraph.Document.Cache, new_ardoc, apdoc, false);
TaxAttribute.SetTaxCalc <ARTran.taxCategoryID, ARTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
PXNoteAttribute.SetNote(docgraph.Document.Cache, new_ardoc, PXNoteAttribute.GetNote(Caches[typeof(ARInvoice)], apdoc));
PXNoteAttribute.SetFileNotes(docgraph.Document.Cache, new_ardoc, PXNoteAttribute.GetFileNotes(Caches[typeof(ARInvoice)], apdoc));
foreach (ARTran aptran in PXSelect <ARTran, Where <ARTran.tranType, Equal <Required <ARTran.tranType> >, And <ARTran.refNbr, Equal <Required <ARTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
ARTran new_aptran = PXCache <ARTran> .CreateCopy(aptran);
new_aptran.RefNbr = null;
new_aptran.CuryInfoID = null;
docgraph.Transactions.Insert(new_aptran);
}
foreach (ARTaxTran tax in PXSelect <ARTaxTran, Where <ARTaxTran.tranType, Equal <Required <ARTaxTran.tranType> >, And <ARTaxTran.refNbr, Equal <Required <ARTaxTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
ARTaxTran new_artax = new ARTaxTran();
new_artax.TaxID = tax.TaxID;
new_artax = docgraph.Taxes.Insert(new_artax);
if (new_artax != null)
{
new_artax = PXCache <ARTaxTran> .CreateCopy(new_artax);
new_artax.TaxRate = tax.TaxRate;
new_artax.CuryTaxableAmt = tax.CuryTaxableAmt;
new_artax.CuryTaxAmt = tax.CuryTaxAmt;
new_artax = docgraph.Taxes.Update(new_artax);
}
}
docgraph.Save.Press();
}
s.LastRunDate = sdet.ScheduledDate;
Running_Schedule.Cache.Update(s);
}
using (PXTransactionScope ts = new PXTransactionScope())
{
Running_Schedule.Cache.Persist(PXDBOperation.Update);
ts.Complete(this);
}
Running_Schedule.Cache.Persisted(false);
}
