private static object GetProjectTaskIDToUseInEPActivityApprove(
FSAppointment fsAppointmentRow,
FSAppointmentEmployee fsAppointmentEmployeeRow,
FSAppointmentDetService fsAppointmentDetServiceRow)
{
if (fsAppointmentEmployeeRow != null && fsAppointmentEmployeeRow.ServiceLineRef != null && fsAppointmentDetServiceRow != null)
{
return(fsAppointmentDetServiceRow.ProjectTaskID);
}
else
{
return(fsAppointmentRow.DfltProjectTaskID);
}
}
private static string GetDescriptionToUseInEPActivityApprove(
FSAppointment fsAppointmentRow,
FSAppointmentEmployee fsAppointmentEmployeeRow,
FSAppointmentDetService fsAppointmentDetServiceRow)
{
if (fsAppointmentEmployeeRow != null &&
fsAppointmentEmployeeRow.ServiceLineRef != null &&
fsAppointmentDetServiceRow != null)
{
return(fsAppointmentDetServiceRow.TranDesc);
}
else
{
return(fsAppointmentRow.DocDesc);
}
}
private void CloneServices(AppointmentEntry sourceAppointmentGraph, AppointmentEntry newAppointmentGraph, FSAppointment newAppointmentRow)
{
foreach (FSAppointmentDetService sourceRow in sourceAppointmentGraph.AppointmentDetServices.Select())
{
FSSODet fsSODetRow = ServiceOrderCore.GetSODetFromAppointmentDet(sourceAppointmentGraph, sourceRow);
if (fsSODetRow != null &&
(fsSODetRow.Status == ID.Status_AppointmentDet.CANCELED ||
fsSODetRow.Status == ID.Status_AppointmentDet.COMPLETED))
{
continue;
}
FSAppointmentDetService newRow = PXCache <FSAppointmentDetService> .CreateCopy(sourceRow);
newRow.ActualDuration = 0;
newRow.ActualDateTimeBegin = null;
newRow.ActualDateTimeEnd = null;
newRow.Qty = 0;
newRow = AppointmentEntry.InsertServicePartLine <FSAppointmentDetService, FSAppointmentDetService>(
newAppointmentGraph.AppointmentDetServices.Cache,
newRow,
sourceAppointmentGraph.AppointmentDetServices.Cache,
sourceRow,
null,
sourceRow.SODetID,
copyTranDate: false,
tranDate: sourceRow.TranDate,
SetValuesAfterAssigningSODetID: true,
copyingFromQuote: false);
PXNoteAttribute.CopyNoteAndFiles(
sourceAppointmentGraph.AppointmentDetServices.Cache,
sourceRow,
newAppointmentGraph.AppointmentDetServices.Cache,
newRow,
copyNotes: true,
copyFiles: false);
newAppointmentGraph.AppointmentDetServices.SetValueExt <FSAppointmentDetService.acctID>(newRow, sourceRow.AcctID);
newAppointmentGraph.AppointmentDetServices.SetValueExt <FSAppointmentDetService.subID>(newRow, sourceRow.SubID);
AppointmentCore.UpdateAppointmentsInfoInServiceOrder(newAppointmentGraph.AppointmentDetServices.Cache, newRow, ServiceOrderRelated);
}
}
public FSProfitability(FSAppointmentDetService fsAppointmentDetServiceRow)
{
this.LineRef = fsAppointmentDetServiceRow.LineRef;
this.LineType = fsAppointmentDetServiceRow.LineType;
this.ItemID = fsAppointmentDetServiceRow.InventoryID;
this.Descr = fsAppointmentDetServiceRow.TranDesc;
this.UnitPrice = fsAppointmentDetServiceRow.CuryUnitPrice;
this.EstimatedQty = fsAppointmentDetServiceRow.EstimatedQty;
this.EstimatedAmount = fsAppointmentDetServiceRow.CuryEstimatedTranAmt;
this.ActualDuration = fsAppointmentDetServiceRow.ActualDuration;
this.ActualQty = fsAppointmentDetServiceRow.Qty;
this.ActualAmount = fsAppointmentDetServiceRow.CuryTranAmt;
this.BillableQty = fsAppointmentDetServiceRow.BillableQty;
this.BillableAmount = fsAppointmentDetServiceRow.CuryBillableTranAmt;
this.UnitCost = fsAppointmentDetServiceRow.CuryUnitCost;
this.CostTotal = this.BillableQty * this.UnitCost;
this.Profit = this.BillableAmount - this.CostTotal;
this.ProfitPercent = this.CostTotal == 0.0m ? 0.0m : (this.Profit / this.CostTotal) * 100;
}
public static void InsertUpdateEPActivityApprove(
PXGraph graph,
EmployeeActivitiesEntry graphEmployeeActivitiesEntry,
FSAppointmentEmployee fsAppointmentEmployeeRow,
FSAppointment fsAppointmentRow,
FSServiceOrder fsServiceOrderRow,
EPActivityApprove epActivityApproveRow,
TMEPEmployee epEmployeeRow)
{
if (epActivityApproveRow != null &&
(epActivityApproveRow.ApprovalStatus == ActivityStatusListAttribute.Approved || epActivityApproveRow.TimeCardCD != null))
{
return;
}
FSAppointmentDetService fsAppointmentDetServiceRow =
PXSelectJoin <FSAppointmentDetService,
InnerJoin <FSSODet,
On <FSSODet.sODetID, Equal <FSAppointmentDetService.sODetID> > >,
Where <
FSSODet.lineRef, Equal <Required <FSSODet.lineRef> >,
And <FSSODet.sOID, Equal <Required <FSAppointment.sOID> > > > >
.Select(graph, fsAppointmentEmployeeRow.ServiceLineRef, fsAppointmentRow.SOID);
if (fsAppointmentDetServiceRow != null &&
fsAppointmentDetServiceRow.Status == ID.Status_AppointmentDet.CANCELED)
{
return;
}
if (epActivityApproveRow == null)
{
epActivityApproveRow = new EPActivityApprove();
epActivityApproveRow.OwnerID = epEmployeeRow.PKID;
epActivityApproveRow = graphEmployeeActivitiesEntry.Activity.Insert(epActivityApproveRow);
}
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.hold>(epActivityApproveRow, false);
epActivityApproveRow.Date = SharedFunctions.GetCustomDateTime(fsAppointmentRow.ExecutionDate, fsAppointmentEmployeeRow.ActualDateTimeBegin);
epActivityApproveRow.EarningTypeID = fsAppointmentEmployeeRow.EarningType;
epActivityApproveRow.TimeSpent = fsAppointmentEmployeeRow.ActualDuration;
epActivityApproveRow.Summary = GetDescriptionToUseInEPActivityApprove(fsAppointmentRow, fsAppointmentEmployeeRow, fsAppointmentDetServiceRow);
epActivityApproveRow.CostCodeID = fsAppointmentEmployeeRow?.CostCodeID;
FSxPMTimeActivity fsxPMTimeActivityRow = PXCache <PMTimeActivity> .GetExtension <FSxPMTimeActivity>((PMTimeActivity)epActivityApproveRow);
fsxPMTimeActivityRow.SOID = fsAppointmentRow.SOID;
fsxPMTimeActivityRow.AppointmentID = fsAppointmentRow.AppointmentID;
fsxPMTimeActivityRow.AppointmentCustomerID = fsServiceOrderRow.CustomerID;
fsxPMTimeActivityRow.AppEmpID = fsAppointmentEmployeeRow.LineNbr;
if (fsAppointmentEmployeeRow.ServiceLineRef != null)
{
fsxPMTimeActivityRow.ServiceID = fsAppointmentDetServiceRow == null ? null : fsAppointmentDetServiceRow.InventoryID;
}
epActivityApproveRow = graphEmployeeActivitiesEntry.Activity.Update(epActivityApproveRow);
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.projectID>(epActivityApproveRow, fsServiceOrderRow.ProjectID);
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.projectTaskID>(epActivityApproveRow, GetProjectTaskIDToUseInEPActivityApprove(fsAppointmentRow, fsAppointmentEmployeeRow, fsAppointmentDetServiceRow));
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.isBillable>(epActivityApproveRow, false);
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.approvalStatus>(epActivityApproveRow, GetStatusToUseInEPActivityApprove());
graphEmployeeActivitiesEntry.Activity.SetValueExt <EPActivityApprove.labourItemID>(epActivityApproveRow, fsAppointmentEmployeeRow.LaborItemID);
graphEmployeeActivitiesEntry.Save.Press();
}
/// <summary>
/// Create an Appointment from a TimeSlot.
/// </summary>
protected void createAppointment(
FSServiceOrder fsServiceOrderRow,
TimeSlot timeSlotAppointment,
FSSchedule fsScheduleRow,
bool insertingFromServiceOrder,
bool isARouteAppointment,
bool isPrepaidContract)
{
if (graphAppointmentEntry != null)
{
graphAppointmentEntry.Clear(PXClearOption.ClearAll);
}
else
{
graphAppointmentEntry = PXGraph.CreateInstance <AppointmentEntry>();
graphAppointmentEntry.CalculateGoogleStats = false;
graphAppointmentEntry.AvoidCalculateRouteStats = true;
graphAppointmentEntry.IsGeneratingAppointment = true;
graphAppointmentEntry.DisableServiceOrderUnboundFieldCalc = true;
}
graphAppointmentEntry.SkipManualTimeFlagUpdate = true;
FSScheduleRoute fsScheduleRouteRow = null;
if (isARouteAppointment == true)
{
fsScheduleRouteRow =
PXSelect <FSScheduleRoute,
Where <
FSScheduleRoute.scheduleID, Equal <Required <FSScheduleRoute.scheduleID> > > >
.Select(this, fsServiceOrderRow.ScheduleID);
}
FSAppointment fsAppointmentRow = new FSAppointment();
fsAppointmentRow.SrvOrdType = fsServiceOrderRow.SrvOrdType;
#region Setting flags for recurring appointments
fsAppointmentRow.ValidatedByDispatcher = false;
fsAppointmentRow.GeneratedBySystem = true;
fsAppointmentRow.Status = ID.Status_Appointment.AUTOMATIC_SCHEDULED;
fsAppointmentRow = graphAppointmentEntry.AppointmentRecords.Insert(fsAppointmentRow);
graphAppointmentEntry.AppointmentRecords.SetValueExt <FSAppointment.soRefNbr>(graphAppointmentEntry.AppointmentRecords.Current, fsServiceOrderRow.RefNbr);
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.docDesc>(fsAppointmentRow, fsServiceOrderRow.DocDesc);
if (isARouteAppointment)
{
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.scheduledDateTimeBegin>(fsAppointmentRow, timeSlotAppointment.DateTimeBegin);
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.scheduledDateTimeEnd>(fsAppointmentRow, timeSlotAppointment.DateTimeEnd);
}
else
{
DateTime?scheduledDateTimeBegin = SharedFunctions.GetCustomDateTime(timeSlotAppointment.DateTimeBegin, fsScheduleRow.ScheduleStartTime);
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.scheduledDateTimeBegin>(fsAppointmentRow, scheduledDateTimeBegin);
}
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.serviceContractID>(fsAppointmentRow, fsServiceOrderRow.ServiceContractID);
if (isPrepaidContract == true &&
graphAppointmentEntry.BillingCycleRelated.Current != null &&
graphAppointmentEntry.BillingCycleRelated.Current.BillingBy == ID.Billing_By.APPOINTMENT)
{
graphAppointmentEntry.AppointmentRecords.Cache.SetValueExt <FSAppointment.billServiceContractID>(fsAppointmentRow, fsServiceOrderRow.ServiceContractID);
}
fsAppointmentRow = graphAppointmentEntry.AppointmentRecords.Current;
//Total times get initialized
fsAppointmentRow.EstimatedDurationTotal = 0;
fsAppointmentRow.ActualDurationTotal = 0;
fsAppointmentRow.ScheduleID = fsServiceOrderRow.ScheduleID;
fsAppointmentRow.ServiceContractID = fsServiceOrderRow.ServiceContractID;
fsAppointmentRow.GenerationID = fsServiceOrderRow.GenerationID;
fsAppointmentRow.SalesPersonID = fsServiceOrderRow.SalesPersonID;
fsAppointmentRow.Commissionable = fsServiceOrderRow.Commissionable;
#endregion
#region Setting route
if (fsScheduleRouteRow != null)
{
switch (timeSlotAppointment.DateTimeBegin.DayOfWeek)
{
case DayOfWeek.Sunday:
if (fsScheduleRouteRow.RouteIDSunday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDSunday;
}
break;
case DayOfWeek.Monday:
if (fsScheduleRouteRow.RouteIDMonday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDMonday;
}
break;
case DayOfWeek.Tuesday:
if (fsScheduleRouteRow.RouteIDTuesday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDTuesday;
}
break;
case DayOfWeek.Wednesday:
if (fsScheduleRouteRow.RouteIDWednesday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDWednesday;
}
break;
case DayOfWeek.Thursday:
if (fsScheduleRouteRow.RouteIDThursday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDThursday;
}
break;
case DayOfWeek.Friday:
if (fsScheduleRouteRow.RouteIDFriday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDFriday;
}
break;
case DayOfWeek.Saturday:
if (fsScheduleRouteRow.RouteIDSaturday != null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.RouteIDSaturday;
}
break;
}
if (fsAppointmentRow.RouteID == null)
{
fsAppointmentRow.RouteID = fsScheduleRouteRow.DfltRouteID;
}
fsAppointmentRow.RoutePosition = int.Parse(fsScheduleRouteRow.GlobalSequence);
if (fsAppointmentRow.DeliveryNotes == null)
{
fsAppointmentRow.DeliveryNotes = fsScheduleRouteRow.DeliveryNotes;
}
}
#endregion
#region Setting Appointment Details
foreach (FSSODetService fsSODetRow in graphServiceOrderEntry.ServiceOrderDetServices.Select())
{
var fsAppointmentDetRow = new FSAppointmentDetService();
fsAppointmentDetRow.ScheduleID = fsSODetRow.ScheduleID;
fsAppointmentDetRow.ScheduleDetID = fsSODetRow.ScheduleDetID;
AppointmentEntry.InsertServicePartLine <FSAppointmentDetService, FSSODetService>(
graphAppointmentEntry.AppointmentDetServices.Cache,
fsAppointmentDetRow,
graphServiceOrderEntry.ServiceOrderDetServices.Cache,
fsSODetRow,
fsSODetRow.NoteID,
fsSODetRow.SODetID,
copyTranDate: false,
tranDate: fsSODetRow.TranDate,
SetValuesAfterAssigningSODetID: false,
copyingFromQuote: false);
}
foreach (FSSODetPart fsSODetRow in graphServiceOrderEntry.ServiceOrderDetParts.Select())
{
var fsAppointmentDetRow = new FSAppointmentDetPart();
fsAppointmentDetRow.ScheduleID = fsSODetRow.ScheduleID;
fsAppointmentDetRow.ScheduleDetID = fsSODetRow.ScheduleDetID;
AppointmentEntry.InsertServicePartLine <FSAppointmentDetPart, FSSODetPart>(
graphAppointmentEntry.AppointmentDetParts.Cache,
fsAppointmentDetRow,
graphServiceOrderEntry.ServiceOrderDetParts.Cache,
fsSODetRow,
fsSODetRow.NoteID,
fsSODetRow.SODetID,
copyTranDate: false,
tranDate: fsSODetRow.TranDate,
SetValuesAfterAssigningSODetID: false,
copyingFromQuote: false);
}
foreach (FSSOEmployee fsSOEmployeeRow in graphServiceOrderEntry.ServiceOrderEmployees.Select())
{
FSAppointmentEmployee fsAppointmentEmployeeRow = new FSAppointmentEmployee();
fsAppointmentEmployeeRow.EmployeeID = fsSOEmployeeRow.EmployeeID;
graphAppointmentEntry.AppointmentEmployees.Insert(fsAppointmentEmployeeRow);
}
#endregion
if (fsScheduleRow.VendorID != null)
{
FSAppointmentEmployee fsAppointmentEmployeeRow = new FSAppointmentEmployee();
fsAppointmentEmployeeRow.EmployeeID = fsScheduleRow.VendorID;
graphAppointmentEntry.AppointmentEmployees.Insert(fsAppointmentEmployeeRow);
}
if (insertingFromServiceOrder == true)
{
graphAppointmentEntry.SkipServiceOrderUpdate = true;
}
try
{
graphAppointmentEntry.Save.Press();
}
finally
{
graphAppointmentEntry.SkipServiceOrderUpdate = false;
}
}
