// Computing default value on the basis of the previous values
protected virtual void ARDunningSetup_DueDays_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
ARDunningSetup row = e.Row as ARDunningSetup;
if (row != null)
{
int llevel = row.DunningLetterLevel.Value;
if (llevel == 1)
{
e.NewValue = 30;
}
else
{
int PrevValue = 0;
foreach (PXResult <ARDunningSetup> ii in PXSelect <ARDunningSetup> .Select(this))
{
ARDunningSetup v = ii;
if (v.DunningLetterLevel.Value == llevel - 1)
{
PrevValue += v.DueDays.Value;
}
if (v.DunningLetterLevel.Value == 1 && llevel > 1)
{
PrevValue += v.DueDays.Value;
}
}
e.NewValue = PrevValue;
}
}
}
protected virtual void ARDunningSetup_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
ARDunningSetup row = e.Row as ARDunningSetup;
if (row != null)
{
int llevel = row.DunningLetterLevel.Value;
ARDunningSetup nextDL = PXSelect <ARDunningSetup, Where <ARDunningSetup.dunningLetterLevel, Greater <Required <ARDunningSetup.dunningLetterLevel> > > > .Select(this, row.DunningLetterLevel);
bool clear = true;
if (nextDL != null && nextDL.DueDays.HasValue)
{
if (row.DueDays.HasValue && row.DaysToSettle.HasValue)
{
int delay = row.DueDays.Value + row.DaysToSettle.Value;
if (delay > nextDL.DueDays)
{
string dueDaysLabel = PXUIFieldAttribute.GetDisplayName <ARDunningSetup.dueDays>(sender);
string daysToSettleLabel = PXUIFieldAttribute.GetDisplayName <ARDunningSetup.daysToSettle>(sender);
sender.RaiseExceptionHandling <ARDunningSetup.daysToSettle>(row, row.DaysToSettle, new PXSetPropertyException(Messages.DateToSettleCrossDunningLetterOfNextLevel, PXErrorLevel.Warning, dueDaysLabel, daysToSettleLabel));
//PXUIFieldAttribute.SetWarning<ARDunningSetup.daysToSettle>(sender, row, Messages.DateToSettleCrossDunningLetterOfNextLevel);
clear = false;
}
}
}
if (clear)
{
//PXUIFieldAttribute.SetWarning<ARDunningSetup.daysToSettle>(sender, row, null);
sender.RaiseExceptionHandling <ARDunningSetup.daysToSettle>(row, row.DaysToSettle, null);
}
}
}
// Deleting order control. Prevents break of consecutive enumeration.
protected virtual void ARDunningSetup_RowDeleting(PXCache sender, PXRowDeletingEventArgs e)
{
int MaxRN = 0;
foreach (PXResult <ARDunningSetup> ii in PXSelect <ARDunningSetup> .Select(this))
{
ARDunningSetup v = ii;
int MaxR = v.DunningLetterLevel.Value;
MaxRN = MaxRN < MaxR ? MaxR : MaxRN;
}
ARDunningSetup row = e.Row as ARDunningSetup;
if (row != null)
{
if (row.DunningLetterLevel.Value < MaxRN)
{
throw new PXException(Messages.OnlyLastRowCanBeDeleted);
}
}
}
// Prevents break of monotonically increasing values
protected virtual void ARDunningSetup_DueDays_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
ARDunningSetup row = e.Row as ARDunningSetup;
if (row != null)
{
int llevel = row.DunningLetterLevel.Value;
int nv = Convert.ToInt32(e.NewValue);
if (llevel == 1 && nv <= 0)
{
throw new PXSetPropertyException(Messages.ThisValueMUSTExceed, 0);
}
else
{
int NextValue = 0;
int PrevValue = 0;
foreach (PXResult <ARDunningSetup> ii in PXSelect <ARDunningSetup> .Select(this))
{
ARDunningSetup v = ii;
if (v.DunningLetterLevel.Value == llevel - 1)
{
PrevValue = v.DueDays.Value;
}
if (v.DunningLetterLevel.Value == llevel + 1)
{
NextValue = v.DueDays.Value;
}
}
if (nv <= PrevValue)
{
throw new PXSetPropertyException(Messages.ThisValueMUSTExceed, PrevValue);
}
if (nv >= NextValue && NextValue > 0)
{
throw new PXSetPropertyException(Messages.ThisValueCanNotExceed, NextValue);
}
}
}
}
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 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();
}
}
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);
}
}
