protected override decimal?GetDocumentBalance(PXCache cache, object Row)
{
ARInvoice row = Document.Cache.GetMain((Document)Row) as ARInvoice;
decimal? DocumentBal = 0m;
ARBalances accumbal = cache.Current as ARBalances;
if (accumbal != null && cache.GetStatus(accumbal) == PXEntryStatus.Inserted)
{
//get balance only from PXAccumulator
DocumentBal = accumbal.UnreleasedBal;
}
PXCache sender = cache.Graph.Caches[typeof(ARInvoice)];
if (DocumentBal > 0m && row.ApprovedCredit == true)
{
if (row.ApprovedCreditAmt >= row.OrigDocAmt)
{
DocumentBal = 0m;
}
}
return(DocumentBal);
}
protected virtual decimal?GetDocumentBalance(PXCache cache, object Row)
{
ARBalances accumbal = cache.Current as ARBalances;
if (accumbal != null && cache.GetStatus(accumbal) == PXEntryStatus.Inserted)
{
//get balance only from PXAccumulator
return(accumbal.CurrentBal + accumbal.UnreleasedBal + accumbal.TotalOpenOrders);
}
return(0m);
}
public static void UpdateARBalances(PXGraph graph, SOOrder order)
{
if (order != null)
{
if (order.CustomerID != null && order.CustomerLocationID != null)
{
ARBalances arbal = new ARBalances();
arbal.BranchID = order.BranchID;
arbal.CustomerID = order.CustomerID;
arbal.CustomerLocationID = order.CustomerLocationID;
arbal = (ARBalances)graph.Caches[typeof(ARBalances)].Insert(arbal);
if (arbal.TotalOpenOrders == null)
{
arbal.TotalOpenOrders = 0;
}
}
}
}
public virtual void Verify(PXCache sender, object Row, EventArgs e)
{
PXCache customercache = sender.Graph.Caches[typeof(Customer)];
PXCache customerclasscache = sender.Graph.Caches[typeof(CustomerClass)];
PXCache arbalancescache = sender.Graph.Caches[typeof(ARBalances)];
int? CustomerID = (int?)sender.GetValue <Document.customerID>(Row);
bool? HoldValue = GetHoldValue(sender, Row);
bool? ReleasedValue = GetReleasedValue(sender, Row);
string errmsg = null;
if (ReleasedValue == true)
{
HoldValue = true;
}
Customer customer = (Customer)customercache.Current;
CustomerClass customerclass = (CustomerClass)customerclasscache.Current;
ARBalances arbalances = (ARBalances)arbalancescache.Current;
if (customer != null && object.Equals(customer.BAccountID, CustomerID) == false)
{
customercache.Current = null;
customer = PXSelect <Customer,
Where <Customer.bAccountID, Equal <Required <Customer.bAccountID> > > >
.SelectSingleBound(sender.Graph, null, CustomerID);
}
if (customer != null && customer.CreditRule != CreditRuleTypes.CS_NO_CHECKING &&
IsMigrationMode(sender) != true)
{
if (arbalances != null && customer.BAccountID != arbalances.CustomerID)
{
arbalancescache.Current = null;
}
if (customerclass != null &&
object.Equals(customerclass.CustomerClassID, customer.CustomerClassID) == false)
{
customerclasscache.Current = null;
}
decimal?DocumentBal = GetDocumentBalance(arbalancescache, Row);
{
decimal? CustomerBal;
DateTime?OldInvoiceDate;
GetCustomerBalance(arbalancescache, customer, out CustomerBal, out OldInvoiceDate);
TimeSpan overdue = (DateTime)sender.Graph.Accessinfo.BusinessDate -
(DateTime)(OldInvoiceDate ?? sender.Graph.Accessinfo.BusinessDate);
bool failed = (ReleasedValue ?? false);
bool enforce = false;
//On graph load Current for setups can be null
if (customer == null || customerclass == null)
{
return;
}
if (failed == false && (customer.CreditRule == CreditRuleTypes.CS_BOTH ||
customer.CreditRule == CreditRuleTypes.CS_DAYS_PAST_DUE))
{
if (overdue.Days > customer.CreditDaysPastDue)
{
errmsg = PX.Objects.AR.Messages.CreditDaysPastDueWereExceeded;
}
if (DocumentBal > 0 && overdue.Days > customer.CreditDaysPastDue)
{
failed = true;
}
}
if (failed == false && (customer.CreditRule == CreditRuleTypes.CS_BOTH ||
customer.CreditRule == CreditRuleTypes.CS_CREDIT_LIMIT))
{
if (CustomerBal > customer.CreditLimit)
{
errmsg = PX.Objects.AR.Messages.CreditLimitWasExceeded;
}
if (DocumentBal > 0 && CustomerBal > customer.CreditLimit + customerclass.OverLimitAmount)
{
failed = true;
}
}
if (failed == false && customer.Status == BAccount.status.CreditHold)
{
errmsg = PX.Objects.AR.Messages.CustomerIsOnCreditHold;
if (DocumentBal > 0m)
{
enforce = true;
failed = true;
}
}
if (failed == false && customer.Status == BAccount.status.Hold)
{
errmsg = PX.Objects.AR.Messages.CustomerIsOnHold;
failed = true;
enforce = true;
}
if (failed == false && customer.Status == BAccount.status.Inactive)
{
errmsg = PX.Objects.AR.Messages.CustomerIsInactive;
failed = true;
enforce = true;
}
if (!string.IsNullOrEmpty(errmsg))
{
string existingError = PXUIFieldAttribute.GetError <Document.customerID>(sender, Row);
if (string.IsNullOrEmpty(existingError))
{
sender.RaiseExceptionHandling <Document.customerID>(Row, customer.AcctCD,
new PXSetPropertyException(errmsg, PXErrorLevel.Warning));
}
}
if (failed && HoldValue == false)
{
if (e is PXRowUpdatedEventArgs && (enforce || GetCreditCheckError(sender, Row) == true))
{
object OldRow = sender.CreateCopy(Row);
sender.SetValueExt <Document.hold>(Row, true);
UpdateARBalances(sender, Row, OldRow);
DocumentBal = GetDocumentBalance(arbalancescache, Row);
//this is a Credit Memo
if (DocumentBal > 0m)
{
OldRow = sender.CreateCopy(Row);
sender.SetValueExt <Document.hold>(Row, false);
UpdateARBalances(sender, Row, OldRow);
}
else
{
PlaceOnHold(sender, Row, enforce);
}
}
else if (e is PXRowPersistingEventArgs &&
((((PXRowPersistingEventArgs)e).Operation & PXDBOperation.Command) !=
PXDBOperation.Delete) &&
(enforce || GetCreditCheckError(sender, Row) == true))
{
if (string.IsNullOrEmpty(errmsg) == false)
{
object OldRow = sender.CreateCopy(Row);
sender.SetValueExt <Document.hold>(Row, true);
UpdateARBalances(sender, Row, OldRow);
DocumentBal = GetDocumentBalance(arbalancescache, Row);
OldRow = sender.CreateCopy(Row);
sender.SetValueExt <Document.hold>(Row, false);
UpdateARBalances(sender, Row, OldRow);
//this is not a Credit Memo
if (DocumentBal <= 0m)
{
throw new PXException(errmsg);
}
}
}
}
}
}
}
