public void Update(Doc document)
{
if (document == null)
{
return;
}
RUTROT rutrot = Rutrots.Current ?? Rutrots.SelectSingle();
DocExt documentRR = PXCache <Doc> .GetExtension <DocExt>(document);
Branch branch = PXSelect <Branch, Where <Branch.branchID, Equal <Required <Branch.branchID> > > > .Select(Base, documentRR.GetDocumentBranchID());
BranchRUTROT branchRR = RUTROTHelper.GetExtensionNullable <Branch, BranchRUTROT>(branch);
PXErrorLevel errorLevel = documentRR.GetDocumentHold() != true ? PXErrorLevel.Error : PXErrorLevel.Warning;
bool enableEdit = documentRR.GetRUTROTCompleted() != true && RUTROTHelper.CurrenciesMatch(branchRR, documentRR);
bool showSection = documentRR.IsRUTROTDeductible == true;
bool showROTSection = showSection && rutrot?.RUTROTType == RUTROTTypes.ROT;
bool isAutoDistribution = rutrot?.AutoDistribution == true;
UpdateRUTROTCheckbox(enableEdit, RUTROTHelper.IsRUTROTAllowed(branchRR, documentRR));
UpdateRUTROTSection(showSection, enableEdit, showROTSection);
UpdateDistributionControls(showSection, enableEdit, isAutoDistribution);
SetPersistingChecks(documentRR, rutrot);
WarnOnDeductionExceedsAllowance(documentRR, rutrot, errorLevel);
WarnUndistributedAmount(documentRR, rutrot, errorLevel, currencyinfo.Current ?? currencyinfo.SelectSingle());
}
private static void ValidateBranchRUTROTSettings(BranchRUTROT branch)
{
if (branch.TaxAgencyAccountID == null)
{
throw new PXException(RUTROTMessages.TaxAgencyAccountWasNotFoundForThisBranch);
}
}
protected virtual void HiddenInventoryItem_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
var item = (HiddenInventoryItem)e.Row;
if (item == null)
{
return;
}
HiddenInventoryItemRUTROT itemRR = PXCache <HiddenInventoryItem> .GetExtension <HiddenInventoryItemRUTROT>(item);
Branch branch = PXSelect <GL.Branch, Where <GL.Branch.branchID, Equal <Required <GL.Branch.branchID> > > > .Select(Base, PXAccess.GetBranchID());
BranchRUTROT branchRR = RUTROTHelper.GetExtensionNullable <Branch, BranchRUTROT>(branch);
bool allowRUTROT = branchRR?.AllowsRUTROT == true;
bool isOtherCostOrNull = itemRR.RUTROTItemType == null || itemRR.RUTROTItemType == RUTROTItemTypes.OtherCost;
PXUIFieldAttribute.SetVisible <HiddenInventoryItemRUTROT.rUTROTItemType>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <HiddenInventoryItemRUTROT.rUTROTType>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <HiddenInventoryItemRUTROT.rUTROTWorkTypeID>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetEnabled <HiddenInventoryItemRUTROT.rUTROTWorkTypeID>(sender, item, !isOtherCostOrNull);
PXUIFieldAttribute.SetEnabled <HiddenInventoryItemRUTROT.rUTROTItemType>(sender, item, true);
PXUIFieldAttribute.SetEnabled <HiddenInventoryItemRUTROT.rUTROTType>(sender, item, true);
if (!isOtherCostOrNull && !RUTROTHelper.IsUpToDateWorkType(itemRR.RUTROTWorkTypeID, this.Base.Accessinfo.BusinessDate ?? DateTime.Now, this.Base))
{
sender.RaiseExceptionHandling <HiddenInventoryItemRUTROT.rUTROTWorkTypeID>(item, itemRR.RUTROTWorkTypeID, new PXSetPropertyException(RUTROTMessages.ObsoleteWorkTypeWarning, PXErrorLevel.Warning));
}
else
{
sender.RaiseExceptionHandling <HiddenInventoryItemRUTROT.rUTROTWorkTypeID>(item, itemRR.RUTROTWorkTypeID, null);
}
}
protected virtual void InventoryItem_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
InventoryItem item = e.Row as InventoryItem;
if (item == null)
{
return;
}
InventoryItemRUTROT itemRR = PXCache <InventoryItem> .GetExtension <InventoryItemRUTROT>(item);
Branch branch = Base.CurrentBranch.SelectSingle(PXAccess.GetBranchID());
BranchRUTROT branchRR = RUTROTHelper.GetExtensionNullable <Branch, BranchRUTROT>(branch);
bool allowRUTROT = branchRR?.AllowsRUTROT == true;
bool isOtherCostOrNull = itemRR.RUTROTItemType == null || itemRR.RUTROTItemType == RUTROTItemTypes.OtherCost;
PXUIFieldAttribute.SetVisible <InventoryItemRUTROT.isRUTROTDeductible>(sender, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <InventoryItemRUTROT.isRUTROTDeductible>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <InventoryItemRUTROT.rUTROTItemType>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <InventoryItemRUTROT.rUTROTType>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetVisible <InventoryItemRUTROT.rUTROTWorkTypeID>(Base.Item.Cache, item, allowRUTROT);
PXUIFieldAttribute.SetEnabled <InventoryItemRUTROT.rUTROTWorkTypeID>(sender, item, !isOtherCostOrNull && itemRR.IsRUTROTDeductible == true);
PXUIFieldAttribute.SetEnabled <InventoryItemRUTROT.rUTROTItemType>(sender, item, itemRR.IsRUTROTDeductible == true);
PXUIFieldAttribute.SetEnabled <InventoryItemRUTROT.rUTROTType>(sender, item, itemRR.IsRUTROTDeductible == true);
if (!isOtherCostOrNull && !RUTROTHelper.IsUpToDateWorkType(itemRR.RUTROTWorkTypeID, this.Base.Accessinfo.BusinessDate ?? DateTime.Now, this.Base))
{
sender.RaiseExceptionHandling <InventoryItemRUTROT.rUTROTWorkTypeID>(item, itemRR.RUTROTWorkTypeID, new PXSetPropertyException(RUTROTMessages.ObsoleteWorkTypeWarning, PXErrorLevel.Warning));
}
else
{
sender.RaiseExceptionHandling <InventoryItemRUTROT.rUTROTWorkTypeID>(item, itemRR.RUTROTWorkTypeID, null);
}
}
public static bool IsNeedBalancing(ClaimRUTROTProcess graph, string balanceOn)
{
if (!PXAccess.FeatureInstalled <FeaturesSet.rutRotDeduction>())
{
return(false);
}
BranchRUTROT branchRUTROT = GetBranchRUTROT(graph);
ValidateBranchRUTROTSettings(branchRUTROT);
return(branchRUTROT?.BalanceOnProcess == balanceOn);
}
public void UncheckRUTROTIfProhibited(IRUTROTable document, Branch branch)
{
if (branch == null || document == null)
{
return;
}
BranchRUTROT branchRR = PXCache <Branch> .GetExtension <BranchRUTROT>(branch);
if (RUTROTHelper.IsRUTROTAllowed(branchRR, document) == false && document.IsRUTROTDeductible == true)
{
document.IsRUTROTDeductible = false;
Document.Cache.Update(document.GetBaseDocument());
}
}
public static bool IsNeedBalancing(ARInvoiceEntry graph, ARInvoice invoice, string balanceOn)
{
if (!PXAccess.FeatureInstalled <FeaturesSet.rutRotDeduction>())
{
return(false);
}
BranchRUTROT branchRUTROT = GetBranchRUTROT(graph);
if (invoice == null)
{
return(branchRUTROT?.BalanceOnProcess == balanceOn);
}
ARInvoiceRUTROT invoiceRUTROT = RUTROTHelper.GetExtensionNullable <ARInvoice, ARInvoiceRUTROT>(invoice);
return(invoice.DocType == ARDocType.Invoice && invoiceRUTROT?.IsRUTROTDeductible == true &&
branchRUTROT?.BalanceOnProcess == balanceOn);
}
public static bool IsRUTROTAllowed(BranchRUTROT branchRR, IRUTROTable document)
{
return(branchRR?.AllowsRUTROT == true && IsRUTROTcompatibleType(document?.GetDocumentType()) && CurrenciesMatch(branchRR, document));
}
public static bool CurrenciesMatch(BranchRUTROT branchRR, IRUTROTable document)
{
return(branchRR?.RUTROTCuryID == document?.GetDocumentCuryID());
}
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);
}
}