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 void EMailDL(int dunningLetterID, bool markOnly, bool showAll)
{
ARDunningLetter dunningLetter = DL.Select(dunningLetterID);
if (dunningLetter.Released == false || dunningLetter.Voided == true)
{
throw new PXException(CA.Messages.DocumentStatusInvalid);
}
Customer customer = this.Customer.Select(dunningLetter.BAccountID);
this.Customer.Current = customer;
if (markOnly)
{
dunningLetter.DontEmail = true;
}
else
{
this.DL.Current = dunningLetter;
Activity.SendNotification(ARNotificationSource.Customer, notificationCD, dunningLetter.BranchID, new Dictionary <string, string>()
{
{ "LetterID", dunningLetterID.ToString() }
});
dunningLetter.Emailed = true;
}
DL.Cache.Update(dunningLetter);
this.Save.Press();
}
public static void Release(PrintParameters filter, List <DetailsResult> list)
{
if (list.Count > 0)
{
bool failed = false;
ARDunningLetterMaint graph = PXGraph.CreateInstance <ARDunningLetterMaint>();
int i = 0;
foreach (DetailsResult res in list)
{
try
{
ARDunningLetter doc = PXSelect <ARDunningLetter,
Where <ARDunningLetter.dunningLetterID, Equal <Required <DetailsResult.dunningLetterID> > > > .Select(graph, res.DunningLetterID);
ARDunningLetterMaint.ReleaseProcess(graph, doc);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetProcessed();
}
catch (Exception e)
{
failed = true;
PXFilteredProcessing <DetailsResult, PrintParameters> .SetError(i, e);
}
i++;
}
if (failed)
{
throw new PXException(Messages.OneOrMoreItemsAreNotReleased);
}
}
}
/// <summary>
/// Generates a list of documents that meet the filter criteria.
/// This list is used for display in the processing screen
/// </summary>
/// <returns>List of Dunning Letters</returns>
protected virtual IEnumerable details()
{
PrintParameters header = Filter.Current;
List <DetailsResult> result = new List <DetailsResult>();
if (header == null)
{
yield break;
}
GL.Company company = PXSelect <GL.Company> .Select(this);
foreach (PXResult <ARDunningLetter, Customer> it in PXSelectJoin <ARDunningLetter, InnerJoin <Customer, On <Customer.bAccountID, Equal <ARDunningLetter.bAccountID> > >,
Where <ARDunningLetter.dunningLetterDate,
Between <Required <ARDunningLetter.dunningLetterDate>, Required <ARDunningLetter.dunningLetterDate> >,
And <ARDunningLetter.consolidated, Equal <Required <ARDunningLetter.consolidated> > > >,
OrderBy <Asc <ARDunningLetter.bAccountID> > >
.Select(this, header.BeginDate, header.EndDate, this.Consolidated))
{
DetailsResult res = new DetailsResult();
ARDunningLetter dl = it;
Customer cust = it;
res.Copy(this, dl, cust);
if (this.Filter.Current.Action == 0)
{
if (header.ShowAll == false && (dl.DontPrint == true || dl.Printed == true))
{
continue;
}
}
if (this.Filter.Current.Action == 1)
{
if (header.ShowAll == false && (dl.DontEmail == true || dl.Emailed == true))
{
continue;
}
}
if (this.Filter.Current.Action == 2)
{
if (header.ShowAll == false && (dl.DontEmail == true || dl.Emailed == true))
{
continue;
}
}
result.Add(res);
}
foreach (var item in result)
{
Details.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
Details.Cache.IsDirty = false;
}
public static void Print(PrintParameters filter, List <DetailsResult> list, bool markOnly)
{
bool failed = false;
ARDunningLetterUpdate graph = PXGraph.CreateInstance <ARDunningLetterUpdate>();
PXReportRequiredException ex = null;
foreach (DetailsResult t in list)
{
int? L = t.DunningLetterID;
ARDunningLetter doc = graph.DL.Select(L.Value);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetCurrentItem(t);
if (doc.Released == false || doc.Voided == true)
{
PXFilteredProcessing <DetailsResult, PrintParameters> .SetError(CA.Messages.DocumentStatusInvalid);
failed = true;
continue;
}
if (markOnly)
{
if (filter.ShowAll != true)
{
doc.DontPrint = true;
graph.docs.Cache.Update(doc);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetProcessed();
}
}
else
{
Dictionary <string, string> d = new Dictionary <string, string>();
d["ARDunningLetter.DunningLetterID"] = L.ToString();
if (doc.Printed != true)
{
doc.Printed = true;
graph.docs.Cache.Update(doc);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetProcessed();
}
ex = PXReportRequiredException.CombineReport(ex, GetCustomerReportID(graph, "AR661000", t), d);
}
}
graph.Save.Press();
if (ex != null)
{
throw ex;
}
if (failed)
{
throw new PXException(Messages.OneOrMoreItemsAreNotProcessed);
}
}
public ARDunningLetter DunningLetterDoc(int Letter)
{
PXResult <ARDunningLetter> RD = PXSelect <ARDunningLetter,
Where <ARDunningLetter.dunningLetterID, Equal <Required <ARDunningLetter.dunningLetterID> > > >
.Select(this, Letter);
ARDunningLetter doc = RD;
return(doc);
}
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();
doc.FeeRefNbr = null;
doc.FeeDocType = null;
}
else if (feeInvoice.Released == true && feeInvoice.OpenDoc == true)
{
if (feeInvoice.CuryOrigDocAmt != feeInvoice.CuryDocBal)
{
throw new PXException(Messages.DunningLetterHavePaidFee);
}
invoiceGraph.reverseInvoiceAndApplyToMemo.Press();
invoiceGraph.Document.Current.Hold = false;
invoiceGraph.Document.Update(invoiceGraph.Document.Current);
invoiceGraph.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();
}
protected virtual void ARDunningLetter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
ARDunningLetter row = (ARDunningLetter)e.Row;
bool released = row.Released == true;
bool voided = row.Voided == true;
sender.AllowDelete = !released;
Details.AllowDelete = !released;
VoidLetter.SetEnabled(released && !voided);
PrintLetter.SetEnabled(released && !voided);
Revoke.SetEnabled(!released);
Release.SetEnabled(!released);
}
/// <summary>
/// Process selected rows
/// </summary>
/// <param name="aDoc">Row of selection</param>
public virtual void DunningLetterProc(PX.Objects.AR.ARDunningLetterProcess.ARDunningLetterList aDoc)
{
this.Clear();
ARDunningLetter doc = new ARDunningLetter();
doc.BAccountID = aDoc.BAccountID;
doc.BranchID = aDoc.BranchID;
doc.DunningLetterDate = aDoc.DocDate;
doc.Deadline = aDoc.DocDate.Value.AddDays(aDoc.DueDays.Value);
doc.DunningLetterLevel = aDoc.DunningLetterLevel;
doc.Consolidated = Cons;
doc.Printed = false;
doc.Emailed = false;
doc.DontPrint = false;
doc.DontEmail = false;
doc.LastLevel = aDoc.DunningLetterLevel >= D_MaxLevel;
doc = docs.Insert(doc);
int?R_ID = doc.DunningLetterID;
foreach (PXResult <ARInvoice> ii in
PXSelect <ARInvoice,
Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.branchID, Equal <Required <ARInvoice.branchID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>, Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
And <ARInvoice.docDate, Less <Required <ARInvoice.docDate> > > > > > > > > > >
> .Select(this, aDoc.BAccountID, aDoc.BranchID, aDoc.DocDate))
{
ARInvoice dl = ii;
ARDunningLetterDetail docDet = new ARDunningLetterDetail();
docDet.DunningLetterID = R_ID;
docDet.CuryOrigDocAmt = dl.CuryOrigDocAmt;
docDet.CuryDocBal = dl.CuryDocBal;
docDet.CuryID = dl.CuryID;
docDet.OrigDocAmt = dl.OrigDocAmt;
docDet.DocBal = dl.DocBal;
docDet.DueDate = dl.DueDate;
docDet.DocType = dl.DocType;
docDet.RefNbr = dl.RefNbr;
docDet.DocDate = dl.DocDate;
docDet.Overdue = dl.DueDate < aDoc.DocDate;
docDet = docsDet.Insert(docDet);
}
this.Actions.PressSave();
}
public virtual IEnumerable enqResults()
{
foreach (var result in PXSelectJoinGroupBy <ARDunningLetter,
LeftJoin <Customer, On <Customer.bAccountID, Equal <ARDunningLetter.bAccountID> >,
LeftJoin <ARDunningLetterDetail, On <ARDunningLetterDetail.dunningLetterID, Equal <ARDunningLetter.dunningLetterID> > > >,
Where2 <Where <ARDunningLetter.bAccountID, Equal <Current <DLByCustomerFilter.bAccountID> >, Or <Current <DLByCustomerFilter.bAccountID>, IsNull> >,
And <ARDunningLetter.dunningLetterDate, GreaterEqual <Current <DLByCustomerFilter.beginDate> >,
And <ARDunningLetter.dunningLetterDate, LessEqual <Current <DLByCustomerFilter.endDate> > > > >,
Aggregate <GroupBy <ARDunningLetter.dunningLetterID, GroupBy <ARDunningLetter.released, GroupBy <ARDunningLetter.voided, Sum <ARDunningLetterDetail.overdueBal, Count <ARDunningLetterDetail.refNbr> > > > > >,
OrderBy <Asc <ARDunningLetter.dunningLetterDate> > > .Select(this))
{
ARDunningLetter letter = (ARDunningLetter)result;
letter.DetailsCount = result.RowCount;
yield return(result);
}
}
public virtual IEnumerable viewDocument(PXAdapter adapter)
{
if (Details.Current != null)
{
ARDunningLetter doc = PXSelect <ARDunningLetter,
Where <ARDunningLetter.dunningLetterID, Equal <Required <DetailsResult.dunningLetterID> > > > .Select(this, Details.Current.DunningLetterID);
if (doc != null)
{
ARDunningLetterMaint graph = PXGraph.CreateInstance <ARDunningLetterMaint>();
graph.Document.Current = doc;
PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.NewWindow);
}
}
return(adapter.Get());
}
/// <summary>
/// Generates a list of documents that meet the filter criteria.
/// This list is used for display in the processing screen
/// </summary>
/// <returns>List of Customers with Dunning Letters</returns>
protected virtual IEnumerable details()
{
CreditHoldParameters header = Filter.Current;
List <DetailsResult> result = new List <DetailsResult>();
if (header == null)
{
yield break;
}
foreach (PXResult <Customer, ARDunningLetter> record in GetCustomersToProcess(header))
{
ARDunningLetter dunningLetter = record;
Customer customer = record;
if (header.ShowAll == false && customer.Status != header.IncludedCustomerStatus)
{
continue;
}
DetailsResult res = new DetailsResult();
res.Copy(this, dunningLetter, customer);
IEnumerable <Override.ExtendedCustomer> customerFamily =
CustomerMaint.GetChildAccountsAndSelfStripped <Override.Customer.sharedCreditCustomerID>(this, customer.BAccountID);
int?[] customerFamilyIDs = customerFamily
.Select(row => row.BusinessAccount.BAccountID)
.Where(id => id != null)
.ToArray();
var balances = CustomerMaint.GetCustomerBalances(this, customerFamilyIDs);
if (balances != null)
{
res.InvBal = balances.CurrentBal ?? 0.0m;
}
result.Add(res);
}
foreach (var item in result)
{
Details.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
Details.Cache.IsDirty = false;
}
/// <summary>
/// Copy field values from selection and aggregate details
/// </summary>
/// <param name="G">Graph</param>
/// <param name="aSrc">Selected DunningLetter</param>
/// <param name="cust">Selected Customer</param>
public virtual void Copy(PXGraph G, ARDunningLetter aSrc, Customer cust)
{
this.CustomerId = cust.BAccountID;
this.DunningLetterID = aSrc.DunningLetterID;
this.DunningLetterDate = aSrc.DunningLetterDate;
this.DocBal = 0;
this.InvBal = 0;
this.Status = cust.Status;
foreach (PXResult <ARDunningLetterDetail> it in PXSelect <ARDunningLetterDetail,
Where <ARDunningLetterDetail.dunningLetterID,
Equal <Required <ARDunningLetterDetail.dunningLetterID> > > >
.Select(G, aSrc.DunningLetterID))
{
ARDunningLetterDetail d = it;
this.DocBal += d.DocBal;
}
}
public static void Print(PrintParameters filter, List <DetailsResult> list, bool markOnly)
{
ARDunningLetterUpdate graph = PXGraph.CreateInstance <ARDunningLetterUpdate>();
PXReportRequiredException ex = null;
foreach (DetailsResult t in list)
{
int? L = t.DunningLetterID;
ARDunningLetter doc = graph.DL.Select(L.Value);
if (markOnly)
{
if (filter.ShowAll != true)
{
doc.DontPrint = true;
graph.docs.Cache.Update(doc);
}
}
else
{
Dictionary <string, string> d = new Dictionary <string, string>();
d["ARDunningLetter.DunningLetterID"] = L.ToString();
if (doc.Printed != true)
{
doc.Printed = true;
graph.docs.Cache.Update(doc);
}
ex = PXReportRequiredException.CombineReport(ex, GetCustomerReportID(graph, "AR661000", t), d);
}
}
graph.Save.Press();
if (ex != null)
{
throw ex;
}
}
public virtual void Copy(PXGraph graph, ARDunningLetter source, Customer customer)
{
BranchID = source.BranchID;
CustomerId = source.BAccountID;
DunningLetterID = source.DunningLetterID;
DunningLetterDate = source.DunningLetterDate;
DunningLetterLevel = source.DunningLetterLevel;
LastLevel = source.LastLevel;
DontEmail = source.DontEmail;
DontPrint = source.DontPrint;
Emailed = source.Emailed;
Printed = source.Printed;
DocBal = 0;
foreach (PXResult <ARDunningLetterDetail> it in PXSelect <ARDunningLetterDetail,
Where <ARDunningLetterDetail.dunningLetterID, Equal <Required <ARDunningLetterDetail.dunningLetterID> > > >
.Select(graph, source.DunningLetterID))
{
ARDunningLetterDetail detail = it;
DocBal += detail.OverdueBal;
}
}
/// <summary>
/// Copy field values from selection and aggregate details
/// </summary>
/// <param name="G">Graph</param>
/// <param name="aSrc">Selected DunningLetter</param>
/// <param name="cust">Selected Customer</param>
public virtual void Copy(PXGraph G, ARDunningLetter aSrc, Customer cust)
{
this.BranchID = aSrc.BranchID;
this.CustomerId = aSrc.BAccountID;
this.DunningLetterID = aSrc.DunningLetterID;
this.DunningLetterDate = aSrc.DunningLetterDate;
this.DunningLetterLevel = aSrc.DunningLetterLevel;
this.LastLevel = aSrc.LastLevel;
this.DontEmail = aSrc.DontEmail;
this.DontPrint = aSrc.DontPrint;
this.Emailed = aSrc.Emailed;
this.Printed = aSrc.Printed;
this.DocBal = 0;
foreach (PXResult <ARDunningLetterDetail> it in PXSelect <ARDunningLetterDetail,
Where <ARDunningLetterDetail.dunningLetterID, Equal <Required <ARDunningLetterDetail.dunningLetterID> > > >
.Select(G, aSrc.DunningLetterID))
{
ARDunningLetterDetail d = it;
this.DocBal += d.OverdueBal;
}
}
public static void ReleaseProcess(ARDunningLetterMaint graph, ARDunningLetter doc)
{
if (doc != null && doc.Released != true && doc.Voided != true)
{
graph.Document.Current = doc;
doc.DunningLetterLevel = 0;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
doc.DunningLetterLevel = Math.Max(doc.DunningLetterLevel ?? 0, detail.DunningLetterLevel ?? 0);
}
if (doc.DunningLetterLevel == 0)
{
throw new PXException(Messages.DunningLetterZeroLevel);
}
ARDunningSetup dunningSetup = PXSelect <ARDunningSetup,
Where <ARDunningSetup.dunningLetterLevel, Equal <Required <ARDunningLetter.dunningLetterLevel> > > > .Select(graph, doc.DunningLetterLevel);
if (dunningSetup.DunningFee.HasValue && dunningSetup.DunningFee != 0m)
{
ARInvoice feeInvoice = InsertFeeInvoice(doc, dunningSetup.DunningFee ?? 0m);
doc.FeeRefNbr = feeInvoice.RefNbr;
doc.FeeDocType = feeInvoice.DocType;
}
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
detail.Released = true;
graph.Details.Update(detail);
}
doc.Released = true;
graph.Document.Update(doc);
graph.Save.Press();
}
}
public virtual void EMailDL(int DocID, bool aMarkOnly, bool ShowAll)
{
ARDunningLetter iDoc = DL.Select(DocID);
Customer customer = this.Customer.Select(iDoc.BAccountID);
this.Customer.Current = customer;
if (aMarkOnly)
{
iDoc.DontEmail = true;
}
else
{
this.DL.Current = iDoc;
Activity.SendNotification(ARNotificationSource.Customer, notificationCD, iDoc.BranchID, new Dictionary <string, string>()
{
{ "LetterID", DocID.ToString() }
});
iDoc.Emailed = true;
}
DL.Cache.Update(iDoc);
this.Save.Press();
}
/// <summary>
/// Generates a list of documents that meet the filter criteria.
/// This list is used for display in the processing screen
/// </summary>
/// <returns>List of Customers with Dunning Letters</returns>
protected virtual IEnumerable details()
{
CreditHoldParameters header = Filter.Current;
List <DetailsResult> result = new List <DetailsResult>();
if (header == null)
{
yield break;
}
foreach (PXResult <Customer, ARDunningLetter> record in GetCustomersToProcess(header))
{
ARDunningLetter dunningLetter = record;
Customer customer = record;
if (header.ShowAll == false && customer.Status != header.IncludedCustomerStatus)
{
continue;
}
DetailsResult res = new DetailsResult();
res.Copy(this, dunningLetter, customer);
ARBalances balances = CustomerMaint.GetCustomerBalances <Override.Customer.sharedCreditCustomerID>(this, customer.BAccountID);
if (balances != null)
{
res.InvBal = balances.CurrentBal ?? 0.0m;
}
result.Add(res);
}
foreach (var item in result)
{
Details.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
Details.Cache.IsDirty = false;
}
/// <summary>
/// Generates a list of documents that meet the filter criteria.
/// This list is used for display in the processing screen
/// </summary>
/// <returns>List of Dunning Letters</returns>
protected virtual IEnumerable details()
{
Details.Cache.Clear();
PrintParameters header = Filter.Current;
if (header == null)
{
yield break;
}
List <DetailsResult> results = new List <DetailsResult>();
PXSelectBase <ARDunningLetter> cmd = new PXSelectJoinGroupBy <ARDunningLetter,
InnerJoin <ARDunningLetterDetail,
On <ARDunningLetterDetail.dunningLetterID, Equal <ARDunningLetter.dunningLetterID> > >,
Where <ARDunningLetter.dunningLetterDate,
Between <Required <ARDunningLetter.dunningLetterDate>, Required <ARDunningLetter.dunningLetterDate> >,
And <ARDunningLetter.consolidated, Equal <Required <ARDunningLetter.consolidated> > > >,
Aggregate <GroupBy <ARDunningLetter.dunningLetterID, Sum <ARDunningLetterDetail.overdueBal> > >,
OrderBy <Asc <ARDunningLetter.bAccountID> > >(this);
if (Filter.Current.Action == ActionTypes.Release)
{
cmd.WhereAnd <Where <ARDunningLetter.released, Equal <False>, And <ARDunningLetter.voided, Equal <False> > > >();
}
else
{
cmd.WhereAnd <Where <ARDunningLetter.released, Equal <True>, And <ARDunningLetter.voided, Equal <False> > > >();
}
foreach (PXResult <ARDunningLetter, ARDunningLetterDetail> res in cmd.Select(header.BeginDate, header.EndDate, this.Consolidated))
{
ARDunningLetter dunningLetter = res;
ARDunningLetterDetail detailSum = res;
if (Filter.Current.Action == ActionTypes.Print &&
header.ShowAll == false &&
(dunningLetter.DontPrint == true || dunningLetter.Printed == true))
{
continue;
}
if (Filter.Current.Action == ActionTypes.Email &&
header.ShowAll == false &&
(dunningLetter.DontEmail == true || dunningLetter.Emailed == true))
{
continue;
}
if (Filter.Current.Action == ActionTypes.MarkDontEmail &&
header.ShowAll == false &&
(dunningLetter.DontEmail == true || dunningLetter.Emailed == true))
{
continue;
}
DetailsResult row = new DetailsResult();
row.BranchID = dunningLetter.BranchID;
row.CustomerId = dunningLetter.BAccountID;
row.DunningLetterID = dunningLetter.DunningLetterID;
row.DunningLetterDate = dunningLetter.DunningLetterDate;
row.DunningLetterLevel = dunningLetter.DunningLetterLevel;
row.LastLevel = dunningLetter.LastLevel;
row.DontEmail = dunningLetter.DontEmail;
row.DontPrint = dunningLetter.DontPrint;
row.Emailed = dunningLetter.Emailed;
row.Printed = dunningLetter.Printed;
row.DocBal = detailSum.OverdueBal;
results.Add(row);
}
foreach (DetailsResult item in results)
{
Details.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
Details.Cache.IsDirty = false;
}
/// <summary>
/// Generates a list of documents that meet the filter criteria.
/// This list is used for display in the processing screen
/// </summary>
/// <returns>List of Customers with Dunning Letters</returns>
protected virtual IEnumerable details()
{
CreditHoldParameters header = Filter.Current;
List <DetailsResult> result = new List <DetailsResult>();
if (header == null)
{
yield break;
}
bool AllShow = header.ShowAll ?? false;
if (this.Filter.Current.Action == 0)
{
foreach (PXResult <Customer, ARDunningLetter> it in PXSelectJoin <Customer,
InnerJoin <ARDunningLetter, On <Customer.bAccountID, Equal <ARDunningLetter.bAccountID>,
And <ARDunningLetter.lastLevel, Equal <boolTrue> > > >,
Where <ARDunningLetter.dunningLetterDate,
Between <Required <ARDunningLetter.dunningLetterDate>, Required <ARDunningLetter.dunningLetterDate> > >,
OrderBy <Asc <ARDunningLetter.bAccountID> > >
.Select(this, header.BeginDate, header.EndDate))
{
ARDunningLetter dl = it;
Customer cust = it;
if (!AllShow && cust.Status != BAccount.status.Active)
{
continue;
}
DetailsResult res = new DetailsResult();
res.Copy(this, dl, cust);
//==============================================================================
foreach (PXResult <ARInvoice> ix in
PXSelect <ARInvoice,
Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <ARInvoice.docType, Equal <AP.APDocType.invoice>,
And <ARInvoice.docDate, Between <Required <ARInvoice.docDate>, Required <ARInvoice.docDate> > > > > > > >
> .Select(this, cust.BAccountID, header.BeginDate, header.EndDate))
{
ARInvoice inv = ix;
if (inv.BranchID != dl.BranchID)
{
continue; // alien branch
}
res.InvBal += inv.DocBal;
}
result.Add(res);
}
}
else if (this.Filter.Current.Action == 1)
{
foreach (PXResult <Customer, ARDunningLetter> it in PXSelectJoin <Customer,
LeftJoin <ARDunningLetter, On <Customer.bAccountID, Equal <ARDunningLetter.bAccountID>,
And <ARDunningLetter.lastLevel, Equal <boolTrue> > > > >
.Select(this))
{
ARDunningLetter dl = it;
Customer cust = it;
if (!AllShow && cust.Status != BAccount.status.CreditHold)
{
continue;
}
DetailsResult res = new DetailsResult();
res.Copy(this, dl, cust);
//==============================================================================
foreach (PXResult <ARInvoice> ix in
PXSelect <ARInvoice,
Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <ARInvoice.docType, Equal <AP.APDocType.invoice>,
And <ARInvoice.docDate, Less <Required <ARInvoice.docDate> > > > > > > >
> .Select(this, cust.BAccountID, header.EndDate))
{
ARInvoice inv = ix;
//if (inv.BranchID != dl.BranchID) continue; // alien branch
res.InvBal += inv.DocBal;
}
result.Add(res);
}
}
else
{
yield break;
}
foreach (var item in result)
{
Details.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
Details.Cache.IsDirty = false;
}
public static void Print(PrintParameters filter, List <DetailsResult> list, bool markOnly)
{
bool failed = false;
ARDunningLetterUpdate graph = PXGraph.CreateInstance <ARDunningLetterUpdate>();
PXReportRequiredException reportRedirectException = null;
Dictionary <string, PXReportRequiredException> reportsToPrint = new Dictionary <string, PXReportRequiredException>();
foreach (DetailsResult res in list)
{
int? letterID = res.DunningLetterID;
ARDunningLetter doc = graph.DL.Select(letterID.Value);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetCurrentItem(res);
if (doc.Released == false || doc.Voided == true)
{
PXFilteredProcessing <DetailsResult, PrintParameters> .SetError(CA.Messages.DocumentStatusInvalid);
failed = true;
continue;
}
if (markOnly)
{
if (filter.ShowAll != true)
{
doc.DontPrint = true;
graph.docs.Cache.Update(doc);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetProcessed();
}
}
else
{
Dictionary <string, string> reportParameters = new Dictionary <string, string>();
reportParameters["ARDunningLetter.DunningLetterID"] = letterID.ToString();
if (doc.Printed != true)
{
doc.Printed = true;
graph.docs.Cache.Update(doc);
PXFilteredProcessing <DetailsResult, PrintParameters> .SetProcessed();
}
string actualReportID = GetCustomerReportID(graph, ARReports.DunningLetterReportID, res);
reportRedirectException = PXReportRequiredException.CombineReport(reportRedirectException, actualReportID, reportParameters);
reportsToPrint = PX.SM.SMPrintJobMaint.AssignPrintJobToPrinter(reportsToPrint, reportParameters, filter, new NotificationUtility(graph).SearchPrinter, ARNotificationSource.Customer, ARReports.DunningLetterReportID, actualReportID, doc.BranchID);
}
}
graph.Save.Press();
if (reportRedirectException != null)
{
PX.SM.SMPrintJobMaint.CreatePrintJobGroups(reportsToPrint);
throw reportRedirectException;
}
if (failed)
{
throw new PXException(Messages.OneOrMoreItemsAreNotProcessed);
}
}
public static void ReleaseProcess(ARDunningLetterMaint graph, ARDunningLetter doc)
{
if (doc != null && doc.Released != true && doc.Voided != true)
{
graph.Document.Current = doc;
doc.DunningLetterLevel = 0;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
doc.DunningLetterLevel = Math.Max(doc.DunningLetterLevel ?? 0, detail.DunningLetterLevel ?? 0);
}
if (doc.DunningLetterLevel == 0)
{
throw new PXException(Messages.DunningLetterZeroLevel);
}
ARSetup setup = PXSelect <ARSetup> .Select(graph);
ARDunningSetup dunningSetup = PXSelect <ARDunningSetup, Where <ARDunningSetup.dunningLetterLevel, Equal <Required <ARDunningLetter.dunningLetterLevel> > > > .Select(graph, doc.DunningLetterLevel);
ARInvoiceEntry invGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
if (dunningSetup.DunningFee.HasValue && dunningSetup.DunningFee != 0m)
{
if (setup.DunningFeeInventoryID == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
Customer customer = graph.CurrentCustomer.Select();
ARInvoice feeInvoice = new ARInvoice
{
Released = false,
Hold = false,
Voided = false,
BranchID = doc.BranchID,
DocDate = doc.DunningLetterDate,
CustomerID = doc.BAccountID
};
invGraph.Document.Current = feeInvoice;
feeInvoice.CustomerLocationID = customer.DefLocationID;
invGraph.Document.Update(feeInvoice);
feeInvoice.CuryID = customer.AllowOverrideCury == false && customer.CuryID != null
? customer.CuryID
: ((GL.Company)PXSelect <GL.Company> .Select(invGraph)).BaseCuryID;
invGraph.Document.SetValueExt <ARInvoice.curyID>(invGraph.Document.Current, feeInvoice.CuryID);
invGraph.Document.Update(feeInvoice);
feeInvoice.DocDesc = Messages.DunningLetterFee;
feeInvoice.Hold = false;
invGraph.Document.Update(feeInvoice);
decimal curyVal;
var curyInfo = invGraph.currencyinfo.Select();
PXCurrencyAttribute.PXCurrencyHelper.CuryConvCury(invGraph.Caches[typeof(CurrencyInfo)], curyInfo, dunningSetup.DunningFee ?? 0m, out curyVal);
IN.InventoryItem item = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <ARSetup.dunningFeeInventoryID> > > > .Select(graph, setup.DunningFeeInventoryID);
if (item == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
if (item.SalesAcctID == null)
{
throw new PXException(Messages.DunningProcessFeeEmptySalesAccount);
}
ARTran detail = new ARTran
{
BranchID = doc.BranchID,
Qty = 1,
CuryUnitPrice = curyVal,
InventoryID = setup.DunningFeeInventoryID,
AccountID = item.SalesAcctID,
SubID = item.SalesSubID
};
invGraph.Transactions.Insert(detail);
feeInvoice = PXCache <ARInvoice> .CreateCopy(invGraph.Document.Current);
feeInvoice.OrigDocAmt = feeInvoice.DocBal;
feeInvoice.CuryOrigDocAmt = feeInvoice.CuryDocBal;
invGraph.Document.Update(feeInvoice);
invGraph.Save.Press();
if (setup.AutoReleaseDunningFee == true)
{
invGraph.release.Press();
}
doc.FeeRefNbr = invGraph.Document.Current.RefNbr;
doc.FeeDocType = invGraph.Document.Current.DocType;
}
graph.Details.AllowUpdate = true;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
detail.Released = true;
graph.Details.Update(detail);
}
doc.Released = true;
graph.Document.Update(doc);
graph.Save.Press();
}
}
public static void ReleaseProcess(ARDunningLetter doc)
{
ARDunningLetterMaint graph = PXGraph.CreateInstance <ARDunningLetterMaint>();
ReleaseProcess(graph, doc);
}
protected virtual IEnumerable dunningLetterList()
{
this.DunningLetterList.Cache.Clear();
ARDunningLetterRecordsParameters header = Filter.Current;
if (header == null || header.DocDate == null)
{
yield break;
}
bool Cons = false;
int? DBranch = null;
bool canAccessToBranch = false;
try
{
ARSetup SetupV = PXSelect <ARSetup, Where <MatchWithBranch <ARSetup.dunningLetterBranchID> > > .Select(this);
if (SetupV != null)
{
Cons = SetupV.ConsolidatedDunningLetter ?? false;
DBranch = SetupV.DunningLetterBranchID;
canAccessToBranch = true;
}
}
catch {}
if (!canAccessToBranch)
{
yield break;
}
//Select due customers. (ARInvoice.dueDate < "current date")
int?OldBAccount = null;
int?OldBranch = null;
foreach (PXResult <Customer, ARInvoice> item in
PXSelectJoinGroupBy <Customer,
InnerJoin <ARInvoice, On <ARInvoice.customerID, Equal <Customer.bAccountID> > >,
Where <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>, Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
And <ARInvoice.dueDate, Less <Required <ARDunningLetterRecordsParameters.docDate> > > >
> > > > >, Aggregate <GroupBy <Customer.bAccountID, GroupBy <ARInvoice.branchID> > > >
.Select(this, header.DocDate))
{
Customer cust = item;
ARInvoice br = item;
if (header.CustomerClassID != null)
{
if (cust.CustomerClassID != header.CustomerClassID)
{
continue; // CustomerClassID filter
}
}
int?BranchID = (Cons ? DBranch : br.BranchID);
if ((BranchID == OldBranch) && (OldBAccount == cust.BAccountID))
{
continue; // Group by BranchID
}
if (OldBAccount != cust.BAccountID)
{
OldBranch = null;
OldBAccount = cust.BAccountID;
}
OldBranch = BranchID;
ARDunningLetterList rec = new ARDunningLetterList();
rec.CustomerClassID = cust.CustomerClassID;
rec.BAccountID = cust.BAccountID;
rec.BranchID = BranchID;
rec.DocDate = header.DocDate;
bool Show = true;
DateTime maxRD = DateTime.MinValue;
int rlevel = 0;
//Find last active (not closed) Dunning Letter for each Customer
foreach (PXResult <ARDunningLetter> ii in
PXSelectJoinGroupBy <ARDunningLetter,
InnerJoin <ARDunningLetterDetail, On <ARDunningLetterDetail.dunningLetterID, Equal <ARDunningLetter.dunningLetterID>,
And <ARDunningLetterDetail.overdue, Equal <boolTrue> > >,
InnerJoin <ARInvoice, On <ARInvoice.docType, Equal <ARDunningLetterDetail.docType>,
And <ARInvoice.refNbr, Equal <ARDunningLetterDetail.refNbr>,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse> > > > > > > >,
Where <ARDunningLetter.bAccountID, Equal <Required <ARDunningLetter.bAccountID> >,
And <ARDunningLetter.branchID, Equal <Required <ARDunningLetter.branchID> > >
>,
Aggregate <GroupBy <ARDunningLetter.dunningLetterLevel, GroupBy <ARDunningLetter.dunningLetterDate> >
> > .Select(this, cust.BAccountID, BranchID))
{
ARDunningLetter RR = ii;
if (maxRD < RR.DunningLetterDate.Value)
{
maxRD = RR.DunningLetterDate.Value;
rlevel = RR.DunningLetterLevel.Value;
}
}
if (rlevel >= D_MaxLevel)
{
Show = false; // Dunning Letter max level is exceeded
}
else if (rlevel > 0) // has active Dunning Letter
{
if (maxRD.AddDays(D_DueDays[rlevel]) > header.DocDate.Value)
{
Show = false; //Letter is not overdue, not process
}
}
if (Show) // need to process
{
rec.NumberOfDocuments = 0;
rec.NumberOfOverdueDocuments = 0;
rec.OrigDocAmt = 0;
rec.DocBal = 0;
DateTime minD = DateTime.Today;
// Selecl all invoices
foreach (PXResult <ARInvoice> ix in
PXSelect <ARInvoice,
Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>, Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
And <ARInvoice.docDate, Less <Required <ARInvoice.docDate> > > > > > > > > >
> .Select(this, cust.BAccountID, header.DocDate))
{
ARInvoice dl = ix;
if (!Cons && dl.BranchID != BranchID)
{
continue; // alien branch
}
minD = minD < dl.DueDate.Value ? minD : dl.DueDate.Value;
rec.NumberOfDocuments++;
rec.NumberOfOverdueDocuments += (dl.DueDate > header.DocDate ? 0 : 1);
rec.OrigDocAmt += dl.DocBal;
rec.DocBal += (dl.DueDate > header.DocDate ? 0 : dl.DocBal);
}
rec.DunningLetterLevel = rlevel + 1;
rec.DueDate = minD;
ARDunningSetup settings = this.DunningSetupList[rlevel];
rec.DueDays = (settings.DaysToSettle ?? 0);
//rec.DueDays = D_DueDays[rlevel];
if (rlevel > 0)
{
rec.LastDunningLetterDate = maxRD;
}
else
{
rec.LastDunningLetterDate = null;
}
if (minD.AddDays(D_DueDays[rlevel]) < header.DocDate) //Has at least one overdue invoice
{
try
{
this.DunningLetterList.Insert(rec);
}
catch {}
}
}
}
this.DunningLetterList.Cache.IsDirty = false;
foreach (ARDunningLetterList ret in this.DunningLetterList.Cache.Inserted)
{
yield return(ret);
}
}
private static ARInvoice InsertFeeInvoice(ARDunningLetter doc, decimal dunningFee)
{
ARInvoiceEntry invGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
int? organizationID = PXAccess.GetParentOrganizationID(doc.BranchID);
string finPeriodID = invGraph.GetService <IFinPeriodRepository>().GetPeriodIDFromDate(doc.DunningLetterDate, organizationID);
invGraph.GetService <IFinPeriodUtils>().ValidateFinPeriod(doc.SingleToArray(), m => finPeriodID, m => m.BranchID.SingleToArray());
ARSetup setup = PXSelect <ARSetup> .Select(invGraph);
Customer customer = PXSelect <Customer, Where <Customer.bAccountID, Equal <Required <ARDunningLetter.bAccountID> > > > .Select(invGraph, doc.BAccountID);
CS.Numbering numbering = PXSelect <CS.Numbering,
Where <CS.Numbering.numberingID, Equal <Required <ARSetup.dunningFeeNumberingID> > > > .Select(invGraph, setup.DunningFeeNumberingID);
if (setup.DunningFeeInventoryID == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
IN.InventoryItem item = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <ARSetup.dunningFeeInventoryID> > > > .Select(invGraph, setup.DunningFeeInventoryID);
if (item == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
if (item.SalesAcctID == null)
{
throw new PXException(Messages.DunningProcessFeeEmptySalesAccount);
}
ARInvoice feeInvoice = new ARInvoice
{
DocType = ARDocType.Invoice
};
if (numbering != null)
{
CS.AutoNumberAttribute.SetNumberingId <ARInvoice.refNbr>(invGraph.Document.Cache, feeInvoice.DocType, numbering.NumberingID);
}
feeInvoice = (ARInvoice)invGraph.Document.Cache.CreateCopy(invGraph.Document.Insert(feeInvoice));
feeInvoice.Released = false;
feeInvoice.Hold = false;
feeInvoice.Voided = false;
feeInvoice.BranchID = doc.BranchID;
feeInvoice.DocDate = doc.DunningLetterDate;
feeInvoice.CustomerID = customer.BAccountID;
feeInvoice.DocDesc = Messages.DunningLetterFee;
feeInvoice.CustomerLocationID = customer.DefLocationID;
feeInvoice.CuryID = customer.AllowOverrideCury == false && customer.CuryID != null
? customer.CuryID
: ((GL.Company)PXSelect <GL.Company> .Select(invGraph)).BaseCuryID;
invGraph.Document.Update(feeInvoice);
decimal curyVal;
CurrencyInfo curyInfo = invGraph.currencyinfo.Select();
PXCurrencyAttribute.PXCurrencyHelper.CuryConvCury(invGraph.Caches[typeof(CurrencyInfo)], curyInfo, dunningFee, out curyVal);
ARTran detail = new ARTran
{
BranchID = doc.BranchID,
Qty = 1,
CuryUnitPrice = curyVal,
InventoryID = setup.DunningFeeInventoryID,
AccountID = item.SalesAcctID,
SubID = item.SalesSubID
};
invGraph.Transactions.Insert(detail);
feeInvoice = PXCache <ARInvoice> .CreateCopy(invGraph.Document.Current);
feeInvoice.OrigDocAmt = feeInvoice.DocBal;
feeInvoice.CuryOrigDocAmt = feeInvoice.CuryDocBal;
invGraph.Document.Update(feeInvoice);
invGraph.Save.Press();
if (setup.AutoReleaseDunningFee == true)
{
invGraph.release.Press();
}
return(invGraph.Document.Current);
}