private int?GetAcct(PXGraph graph,
IFSSODetBase fsSODetBase,
FSAppointmentDet fsAppointmentInventoryItem,
FSServiceOrder fsServiceOrderRow,
FSSrvOrdType fsSrvOrdTypeRow)
{
int?acctID = null;
if (fsSODetBase != null)
{
if (fsSODetBase.AcctID != null)
{
acctID = fsSODetBase.AcctID;
}
else
{
acctID = ServiceOrderCore.Get_TranAcctID_DefaultValue(graph,
fsSrvOrdTypeRow.SalesAcctSource,
fsSODetBase.InventoryID,
fsSODetBase.SiteID,
fsServiceOrderRow);
}
}
else if (fsAppointmentInventoryItem != null)
{
acctID = ServiceOrderCore.Get_TranAcctID_DefaultValue(graph,
fsSrvOrdTypeRow.SalesAcctSource,
fsAppointmentInventoryItem.InventoryID,
fsAppointmentInventoryItem.SiteID,
fsServiceOrderRow);
}
return(acctID);
}
public static void X_AcctID_FieldDefaulting <DAC>(PXCache cache, PXFieldDefaultingEventArgs e,
FSSrvOrdType fsSrvOrdTypeRow,
FSServiceOrder fsServiceOrderRow)
where DAC : class, IBqlTable, IFSSODetBase, new()
{
if (e.Row == null || fsSrvOrdTypeRow == null || fsServiceOrderRow == null)
{
return;
}
var row = (DAC)e.Row;
if (IsInventoryLine(row.LineType) == false)
{
e.NewValue = null;
}
else
{
e.NewValue = ServiceOrderCore.Get_TranAcctID_DefaultValue(cache.Graph, fsSrvOrdTypeRow.SalesAcctSource, row.InventoryID, fsServiceOrderRow);
}
}
public override List <DocLineExt> GetInvoiceLines(Guid currentProcessID, int billingCycleID, string groupKey, bool getOnlyTotal, out decimal?invoiceTotal, string postTo)
{
PXGraph tempGraph = new PXGraph();
if (getOnlyTotal == true)
{
/* Always keep both BQLs with the same Joins and Where conditions */
FSAppointmentDet fsAppointmentDetRow =
PXSelectJoinGroupBy <FSAppointmentDet,
InnerJoin <FSAppointment,
On <FSAppointment.appointmentID, Equal <FSAppointmentDet.appointmentID> >,
InnerJoin <FSServiceOrder,
On <FSServiceOrder.sOID, Equal <FSAppointment.sOID> >,
InnerJoin <FSSrvOrdType,
On <FSSrvOrdType.srvOrdType, Equal <FSServiceOrder.srvOrdType> >,
InnerJoin <FSPostDoc,
On <
FSPostDoc.appointmentID, Equal <FSAppointment.appointmentID>,
And <FSPostDoc.entityType, Equal <ListField_PostDoc_EntityType.Appointment> > >,
LeftJoin <FSPostInfo,
On <
FSPostInfo.postID, Equal <FSAppointmentDet.postID> > > > > > >,
Where <
FSPostDoc.processID, Equal <Required <FSPostDoc.processID> >,
And <FSPostDoc.billingCycleID, Equal <Required <FSPostDoc.billingCycleID> >,
And <FSPostDoc.groupKey, Equal <Required <FSPostDoc.groupKey> >,
And <FSAppointmentDet.lineType, NotEqual <FSLineType.Comment>,
And <FSAppointmentDet.lineType, NotEqual <FSLineType.Instruction>,
And <FSAppointmentDet.isCanceledNotPerformed, NotEqual <True>,
And <FSAppointmentDet.lineType, NotEqual <ListField_LineType_Pickup_Delivery.Pickup_Delivery>,
And <FSAppointmentDet.isPrepaid, Equal <False>,
And <FSAppointmentDet.isBillable, Equal <True>,
And <
Where2 <
Where <
FSAppointmentDet.postID, IsNull>,
Or <
Where <
FSPostInfo.aRPosted, Equal <False>,
And <FSPostInfo.aPPosted, Equal <False>,
And <FSPostInfo.sOPosted, Equal <False>,
And <FSPostInfo.sOInvPosted, Equal <False>,
And <
Where2 <
Where <
Required <FSPostBatch.postTo>, NotEqual <FSPostBatch.postTo.SO> >,
Or <
Where <
Required <FSPostBatch.postTo>, Equal <FSPostBatch.postTo.SO>,
And <FSPostInfo.iNPosted, Equal <False> > > > > > > > > > > > > > > > > > > > > >,
Aggregate <
Sum <FSAppointmentDet.billableTranAmt> > >
.Select(tempGraph, currentProcessID, billingCycleID, groupKey, postTo, postTo);
invoiceTotal = fsAppointmentDetRow.BillableTranAmt;
FSAppointmentDet fsAppointmentInventoryItem =
PXSelectJoinGroupBy <FSAppointmentDet,
InnerJoin <FSAppointment,
On <FSAppointment.appointmentID, Equal <FSAppointmentDet.appointmentID> >,
InnerJoin <FSServiceOrder,
On <FSServiceOrder.sOID, Equal <FSAppointment.sOID> >,
InnerJoin <FSSrvOrdType,
On <FSSrvOrdType.srvOrdType, Equal <FSServiceOrder.srvOrdType> >,
InnerJoin <FSPostDoc,
On <
FSPostDoc.appointmentID, Equal <FSAppointment.appointmentID>,
And <FSPostDoc.entityType, Equal <ListField_PostDoc_EntityType.Appointment> > >,
LeftJoin <FSPostInfo,
On <
FSPostInfo.postID, Equal <FSAppointmentDet.postID> > > > > > >,
Where <
FSAppointmentDet.lineType, Equal <ListField_LineType_Pickup_Delivery.Pickup_Delivery>,
And <FSPostDoc.processID, Equal <Required <FSPostDoc.processID> >,
And <FSPostDoc.billingCycleID, Equal <Required <FSPostDoc.billingCycleID> >,
And <FSPostDoc.groupKey, Equal <Required <FSPostDoc.groupKey> >,
And <
Where2 <
Where <
FSAppointmentDet.postID, IsNull>,
Or <
Where <
FSPostInfo.aRPosted, Equal <False>,
And <FSPostInfo.aPPosted, Equal <False>,
And <FSPostInfo.sOPosted, Equal <False>,
And <FSPostInfo.sOInvPosted, Equal <False>,
And <
Where2 <
Where <
Required <FSPostBatch.postTo>, NotEqual <FSPostBatch.postTo.SO> >,
Or <
Where <
Required <FSPostBatch.postTo>, Equal <FSPostBatch.postTo.SO>,
And <FSPostInfo.iNPosted, Equal <False> > > > > > > > > > > > > > > > >,
Aggregate <
Sum <FSAppointmentDet.billableTranAmt> > >
.Select(tempGraph, currentProcessID, billingCycleID, groupKey, postTo, postTo);
invoiceTotal += fsAppointmentInventoryItem.BillableTranAmt ?? 0;
return(null);
}
else
{
invoiceTotal = null;
/* Always keep both BQLs with the same Joins and Where conditions */
var resultSet1 = PXSelectJoin <FSAppointmentDet,
InnerJoin <FSAppointment,
On <FSAppointment.appointmentID, Equal <FSAppointmentDet.appointmentID> >,
InnerJoin <FSServiceOrder,
On <FSServiceOrder.sOID, Equal <FSAppointment.sOID> >,
InnerJoin <FSSrvOrdType,
On <FSSrvOrdType.srvOrdType, Equal <FSServiceOrder.srvOrdType> >,
InnerJoin <FSPostDoc,
On <
FSPostDoc.appointmentID, Equal <FSAppointment.appointmentID>,
And <FSPostDoc.entityType, Equal <ListField_PostDoc_EntityType.Appointment> > >,
LeftJoin <FSPostInfo,
On <
FSPostInfo.postID, Equal <FSAppointmentDet.postID> >,
LeftJoin <FSSODet,
On <FSSODet.srvOrdType, Equal <FSServiceOrder.srvOrdType>,
And <FSSODet.refNbr, Equal <FSServiceOrder.refNbr>,
And <FSSODet.sODetID, Equal <FSAppointmentDet.sODetID> > > >,
LeftJoin <FSSODetSplit,
On <FSSODetSplit.srvOrdType, Equal <FSSODet.srvOrdType>,
And <FSSODetSplit.refNbr, Equal <FSSODet.refNbr>,
And <FSSODetSplit.lineNbr, Equal <FSSODet.lineNbr>,
And <FSSODetSplit.completed, Equal <False> > > > >,
LeftJoin <INItemPlan,
On <INItemPlan.planID, Equal <FSSODetSplit.planID> >,
LeftJoin <PMTask,
On <PMTask.taskID, Equal <FSAppointmentDet.projectTaskID> > > > > > > > > > >,
Where <
FSPostDoc.processID, Equal <Required <FSPostDoc.processID> >,
And <FSPostDoc.billingCycleID, Equal <Required <FSPostDoc.billingCycleID> >,
And <FSPostDoc.groupKey, Equal <Required <FSPostDoc.groupKey> >,
And <FSAppointmentDet.lineType, NotEqual <FSLineType.Comment>,
And <FSAppointmentDet.lineType, NotEqual <FSLineType.Instruction>,
And <FSAppointmentDet.isCanceledNotPerformed, NotEqual <True>,
And <FSAppointmentDet.lineType, NotEqual <ListField_LineType_Pickup_Delivery.Pickup_Delivery>,
And <FSAppointmentDet.isPrepaid, Equal <False>,
And <
Where2 <
Where <
FSAppointmentDet.postID, IsNull>,
Or <
Where <
FSPostInfo.aRPosted, Equal <False>,
And <FSPostInfo.aPPosted, Equal <False>,
And <FSPostInfo.sOPosted, Equal <False>,
And <FSPostInfo.sOInvPosted, Equal <False>,
And <
Where2 <
Where <
Required <FSPostBatch.postTo>, NotEqual <FSPostBatch.postTo.SO> >,
Or <
Where <
Required <FSPostBatch.postTo>, Equal <FSPostBatch.postTo.SO>,
And <FSPostInfo.iNPosted, Equal <False> > > > > > > > > > > > > > > > > > > > >,
OrderBy <
Asc <FSAppointment.executionDate,
Asc <FSAppointmentDet.appointmentID,
Asc <FSAppointmentDet.appDetID> > > > >
.Select(tempGraph, currentProcessID, billingCycleID, groupKey, postTo, postTo);
var docLines = new List <DocLineExt>();
foreach (PXResult <FSAppointmentDet, FSAppointment, FSServiceOrder, FSSrvOrdType, FSPostDoc, FSPostInfo, FSSODet, FSSODetSplit, INItemPlan, PMTask> row in resultSet1)
{
docLines.Add(new DocLineExt(row));
}
var resultSet2 = PXSelectJoin <FSAppointmentDet,
InnerJoin <FSAppointment,
On <FSAppointment.appointmentID, Equal <FSAppointmentDet.appointmentID> >,
InnerJoin <FSServiceOrder,
On <FSServiceOrder.sOID, Equal <FSAppointment.sOID> >,
InnerJoin <FSSrvOrdType,
On <FSSrvOrdType.srvOrdType, Equal <FSServiceOrder.srvOrdType> >,
InnerJoin <FSPostDoc,
On <
FSPostDoc.appointmentID, Equal <FSAppointment.appointmentID>,
And <FSPostDoc.entityType, Equal <ListField_PostDoc_EntityType.Appointment> > >,
LeftJoin <FSPostInfo,
On <
FSPostInfo.postID, Equal <FSAppointmentDet.postID> >,
LeftJoin <PMTask,
On <PMTask.taskID, Equal <FSAppointmentDet.projectTaskID> > > > > > > >,
Where <
FSAppointmentDet.lineType, Equal <ListField_LineType_Pickup_Delivery.Pickup_Delivery>,
And <FSPostDoc.processID, Equal <Required <FSPostDoc.processID> >,
And <FSPostDoc.billingCycleID, Equal <Required <FSPostDoc.billingCycleID> >,
And <FSPostDoc.groupKey, Equal <Required <FSPostDoc.groupKey> >,
And <
Where2 <
Where <
FSAppointmentDet.postID, IsNull>,
Or <
Where <
FSPostInfo.aRPosted, Equal <False>,
And <FSPostInfo.aPPosted, Equal <False>,
And <FSPostInfo.sOPosted, Equal <False>,
And <FSPostInfo.sOInvPosted, Equal <False>,
And <
Where2 <
Where <
Required <FSPostBatch.postTo>, NotEqual <FSPostBatch.postTo.SO> >,
Or <
Where <
Required <FSPostBatch.postTo>, Equal <FSPostBatch.postTo.SO>,
And <FSPostInfo.iNPosted, Equal <False> > > > > > > > > > > > > > > > >,
OrderBy <
Asc <FSAppointment.executionDate,
Asc <FSAppointmentDet.appointmentID,
Asc <FSAppointmentDet.appDetID> > > > >
.Select(tempGraph, currentProcessID, billingCycleID, groupKey, postTo, postTo);
DocLineExt docLineExtRow;
foreach (PXResult <FSAppointmentDet, FSAppointment, FSServiceOrder, FSSrvOrdType, FSPostDoc, FSPostInfo, PMTask> row in resultSet2)
{
docLineExtRow = new DocLineExt(row);
docLineExtRow.docLine.AcctID = ServiceOrderCore.Get_TranAcctID_DefaultValue(this,
docLineExtRow.fsSrvOrdType.SalesAcctSource,
docLineExtRow.docLine.InventoryID,
docLineExtRow.docLine.SiteID,
docLineExtRow.fsServiceOrder);
docLines.Add(docLineExtRow);
}
return(docLines);
}
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLines[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLines[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLines[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLines[0].fsAppointment;
Base.FieldDefaulting.AddHandler <ARInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
ARInvoice arInvoiceRow = new ARInvoice();
if (invtMult >= 0)
{
arInvoiceRow.DocType = ARInvoiceType.Invoice;
AutoNumberHelper.CheckAutoNumbering(Base, Base.ARSetup.SelectSingle().InvoiceNumberingID);
}
else
{
arInvoiceRow.DocType = ARInvoiceType.CreditMemo;
AutoNumberHelper.CheckAutoNumbering(Base, Base.ARSetup.SelectSingle().CreditAdjNumberingID);
}
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.InvoiceNbr = fsServiceOrderRow.CustPORefNbr;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
initialHold = arInvoiceRow.Hold;
arInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, arInvoiceRow);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.hold>(arInvoiceRow, true);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerID>(arInvoiceRow, fsServiceOrderRow.BillCustomerID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceOrderRow.BillLocationID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.curyID>(arInvoiceRow, fsServiceOrderRow.CuryID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.taxZoneID>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.taxCalcMode>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxCalcMode : fsServiceOrderRow.TaxCalcMode);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceOrderRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, fsSrvOrdTypeRow.DfltTermIDARSO);
}
if (fsServiceOrderRow.ProjectID != null)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.projectID>(arInvoiceRow, fsServiceOrderRow.ProjectID);
}
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.docDesc>(arInvoiceRow, fsServiceOrderRow.DocDesc);
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow = Base.Document.Update(arInvoiceRow);
InvoicingFunctions.SetContactAndAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, arInvoiceRow);
}
IDocLine docLine = null;
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
PMTask pmTaskRow = null;
List <SharedClasses.SOARLineEquipmentComponent> componentList = new List <SharedClasses.SOARLineEquipmentComponent>();
int?acctID;
int?pivotAppointmentDetID = -1;
foreach (DocLineExt docLineExt in docLines)
{
docLine = docLineExt.docLine;
if (docLineExt.fsAppointment != null)
{
if (pivotAppointmentDetID != docLineExt.docLine.LineID)
{
pivotAppointmentDetID = docLineExt.docLine.LineID;
}
else
{
continue;
}
}
FSSODetSplit fsSODetSplitRow = docLineExt.fsSODetSplit;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
arTranRow = new ARTran();
arTranRow = Base.Transactions.Insert(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.branchID>(arTranRow, docLine.BranchID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.inventoryID>(arTranRow, docLine.InventoryID);
pmTaskRow = docLineExt.pmTask;
if (pmTaskRow != null && pmTaskRow.Status == ProjectTaskStatus.Completed)
{
throw new PXException(TX.Error.POSTING_PMTASK_ALREADY_COMPLETED, fsServiceOrderRow.RefNbr, docLine.LineRef, pmTaskRow.TaskCD);
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.taskID>(arTranRow, docLine.ProjectTaskID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.uOM>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.UOM : docLine.UOM);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.siteID>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.SiteID : docLine.SiteID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.locationID>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.LocationID : docLine.SiteLocationID);
if (docLine.IsService == true || fsAppointmentRow != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.qty>(arTranRow, docLine.GetQty(FieldType.BillableField));
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.qty>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.Qty : docLine.GetQty(FieldType.BillableField));
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.tranDesc>(arTranRow, docLine.TranDesc);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.salesPersonID>(arTranRow, fsAppointmentRow == null ? fsServiceOrderRow.SalesPersonID : fsAppointmentRow.SalesPersonID);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = ServiceOrderCore.Get_TranAcctID_DefaultValue(graphProcess,
fsSrvOrdTypeRow.SalesAcctSource,
docLine.InventoryID,
docLine.SiteID,
fsServiceOrderRow);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.accountID>(arTranRow, acctID);
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.subID>(arTranRow, docLine.SubID);
}
catch (PXException)
{
arTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(graphProcess,
Base.Transactions.Cache,
arTranRow,
null,
null,
fsSrvOrdTypeRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.manualPrice>(arTranRow, docLine.ManualPrice);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice * invtMult);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.taxCategoryID>(arTranRow, docLine.TaxCategoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.commissionable>(arTranRow, fsAppointmentRow?.Commissionable ?? fsServiceOrderRow.Commissionable ?? false);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.costCodeID>(arTranRow, docLine.CostCodeID);
if (docLine.IsBillable == false)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.manualDisc>(arTranRow, true);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyDiscAmt>(arTranRow, docLine.GetQty(FieldType.BillableField) * docLine.CuryUnitPrice * invtMult);
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyExtPrice>(arTranRow, ((docLine.CuryBillableExtPrice * invtMult) / docLine.GetQty(FieldType.BillableField)) * arTranRow.Qty);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.discPct>(arTranRow, docLine.DiscPct);
}
if (fsAppointmentRow != null && !string.IsNullOrEmpty(docLine.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, docLine.LotSerialNbr);
}
else if (fsSODetSplitRow.SplitLineNbr > 0 && !string.IsNullOrEmpty(fsSODetSplitRow.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, fsSODetSplitRow.LotSerialNbr);
}
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = docLine.BillingBy;
fsxARTranRow.SOID = fsServiceOrderRow.SOID;
fsxARTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxARTranRow.BillCustomerID = fsServiceOrderRow.CustomerID;
fsxARTranRow.CustomerLocationID = fsServiceOrderRow.LocationID;
fsxARTranRow.SODetID = docLine.PostSODetID;
fsxARTranRow.AppointmentID = docLine.PostAppointmentID;
fsxARTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxARTranRow.AppDetID = docLine.PostAppDetID;
fsxARTranRow.Mem_PreviousPostID = docLine.PostID;
fsxARTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, arTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
if (fsAppointmentRow != null && !string.IsNullOrEmpty(docLine.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, docLine.LotSerialNbr);
}
else if (fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 && !string.IsNullOrEmpty(fsSODetSplitRow.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, fsSODetSplitRow.LotSerialNbr);
}
if (PXAccess.FeatureInstalled <FeaturesSet.equipmentManagementModule>())
{
if (docLine.EquipmentAction != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.equipmentAction>(arTranRow, docLine.EquipmentAction);
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.sMEquipmentID>(arTranRow, docLine.SMEquipmentID);
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.equipmentLineRef>(arTranRow, docLine.EquipmentLineRef);
fsxARTranRow.Comment = docLine.Comment;
if (docLine.EquipmentAction == ID.Equipment_Action.SELLING_TARGET_EQUIPMENT ||
((docLine.EquipmentAction == ID.Equipment_Action.CREATING_COMPONENT ||
docLine.EquipmentAction == ID.Equipment_Action.UPGRADING_COMPONENT ||
docLine.EquipmentAction == ID.Equipment_Action.NONE) &&
string.IsNullOrEmpty(docLine.NewTargetEquipmentLineNbr) == false))
{
componentList.Add(new SharedClasses.SOARLineEquipmentComponent(docLine, arTranRow, fsxARTranRow));
}
else
{
fsxARTranRow.ComponentID = docLine.ComponentID;
}
}
}
if (onTransactionInserted != null)
{
onTransactionInserted(Base, arTranRow);
}
}
if (componentList.Count > 0)
{
//Assigning the NewTargetEquipmentLineNbr field value for the component type records
foreach (SharedClasses.SOARLineEquipmentComponent currLineModel in componentList.Where(x => x.equipmentAction == ID.Equipment_Action.SELLING_TARGET_EQUIPMENT))
{
foreach (SharedClasses.SOARLineEquipmentComponent currLineComponent in componentList.Where(x => (x.equipmentAction == ID.Equipment_Action.CREATING_COMPONENT ||
x.equipmentAction == ID.Equipment_Action.UPGRADING_COMPONENT ||
x.equipmentAction == ID.Equipment_Action.NONE)))
{
if (currLineComponent.sourceNewTargetEquipmentLineNbr == currLineModel.sourceLineRef)
{
currLineComponent.fsxARTranRow.ComponentID = currLineComponent.componentID;
currLineComponent.fsxARTranRow.NewTargetEquipmentLineNbr = currLineModel.currentLineRef;
}
}
}
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
if (initialHold != true || quickProcessFlow != PXQuickProcess.ActionFlow.NoFlow)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.hold>(arInvoiceRow, false);
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLinesGrouped[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLinesGrouped[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLinesGrouped[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLinesGrouped[0].fsAppointment;
Base.FieldDefaulting.AddHandler <ARInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
ARInvoice arInvoiceRow = new ARInvoice();
if (invtMult >= 0)
{
arInvoiceRow.DocType = ARInvoiceType.Invoice;
}
else
{
arInvoiceRow.DocType = ARInvoiceType.CreditMemo;
}
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.InvoiceNbr = fsServiceOrderRow.CustPORefNbr;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
initialHold = arInvoiceRow.Hold;
arInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, arInvoiceRow);
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, true);
Base.Document.Cache.SetValueExt <ARInvoice.customerID>(arInvoiceRow, fsServiceOrderRow.BillCustomerID);
Base.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceOrderRow.BillLocationID);
Base.Document.Cache.SetValueExt <ARInvoice.curyID>(arInvoiceRow, fsServiceOrderRow.CuryID);
Base.Document.Cache.SetValueExt <ARInvoice.taxZoneID>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceOrderRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, fsSrvOrdTypeRow.DfltTermIDARSO);
}
if (fsServiceOrderRow.ProjectID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.projectID>(arInvoiceRow, fsServiceOrderRow.ProjectID);
}
Base.Document.Cache.SetValueExt <ARInvoice.docDesc>(arInvoiceRow, fsServiceOrderRow.DocDesc);
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow = Base.Document.Update(arInvoiceRow);
InvoicingFunctions.SetAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, arInvoiceRow);
}
IDocLine docLine = null;
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
int? acctID;
foreach (DocLineExt docLineExt in docLinesGrouped)
{
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
arTranRow = new ARTran();
arTranRow = Base.Transactions.Insert(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.inventoryID>(arTranRow, docLine.InventoryID);
Base.Transactions.Cache.SetValueExt <ARTran.uOM>(arTranRow, docLine.UOM);
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
PMTask pmTaskRow = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(graphProcess, docLine.ProjectTaskID);
Base.Transactions.Cache.SetValueExt <ARTran.taskID>(arTranRow, pmTaskRow.TaskCD);
}
Base.Transactions.Cache.SetValueExt <ARTran.qty>(arTranRow, docLine.GetQty(FieldType.BillableField));
Base.Transactions.Cache.SetValueExt <ARTran.tranDesc>(arTranRow, docLine.TranDesc);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.salesPersonID>(arTranRow, fsAppointmentRow == null ? fsServiceOrderRow.SalesPersonID : fsAppointmentRow.SalesPersonID);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = (int?)ServiceOrderCore.Get_TranAcctID_DefaultValue(
graphProcess,
fsSrvOrdTypeRow.SalesAcctSource,
docLine.InventoryID,
fsServiceOrderRow);
}
Base.Transactions.Cache.SetValueExt <ARTran.accountID>(arTranRow, acctID);
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExt <ARTran.subID>(arTranRow, docLine.SubID);
}
catch (PXException)
{
arTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(
graphProcess,
Base.Transactions.Cache,
arTranRow,
null,
null,
fsSrvOrdTypeRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
Base.Transactions.Cache.SetValueExt <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice * invtMult);
Base.Transactions.Cache.SetValueExt <ARTran.taxCategoryID>(arTranRow, docLine.TaxCategoryID);
//Base.Transactions.Cache.SetValueExt<ARTran.curyExtPrice>(arTranRow, docLine.GetTranAmt(FieldType.BillableField) * invtMult);
Base.Transactions.Cache.SetValueExt <ARTran.commissionable>(arTranRow, fsAppointmentRow?.Commissionable ?? fsServiceOrderRow.Commissionable ?? false);
Base.Transactions.Cache.SetValueExt <ARTran.costCodeID>(arTranRow, docLine.CostCodeID);
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = docLine.BillingBy;
fsxARTranRow.SOID = fsServiceOrderRow.SOID;
fsxARTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxARTranRow.BillCustomerID = fsServiceOrderRow.BillCustomerID;
fsxARTranRow.CustomerLocationID = fsServiceOrderRow.BillLocationID;
fsxARTranRow.SODetID = docLine.PostSODetID;
fsxARTranRow.AppointmentID = docLine.PostAppointmentID;
fsxARTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxARTranRow.AppDetID = docLine.PostAppDetID;
fsxARTranRow.Mem_PreviousPostID = docLine.PostID;
fsxARTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, arTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
if (onTransactionInserted != null)
{
onTransactionInserted(Base, arTranRow);
}
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExt <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
if (initialHold != true)
{
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, false);
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
}
