public static bool CalculateDiscountedTaxes(PXCache cache, APTaxTran aptaxTran, decimal cashDiscPercent)
{
bool? result = null;
object value = null;
IBqlCreator whereTaxable = (IBqlCreator)Activator.CreateInstance(typeof(WhereAPPPDTaxable <Required <APTaxTran.taxID> >));
whereTaxable.Verify(cache, aptaxTran, new List <object> {
aptaxTran.TaxID
}, ref result, ref value);
aptaxTran.CuryDiscountedTaxableAmt = cashDiscPercent == 0m
? aptaxTran.CuryTaxableAmt
: PXDBCurrencyAttribute.RoundCury(cache, aptaxTran,
(decimal)(aptaxTran.CuryTaxableAmt * (1m - cashDiscPercent)));
aptaxTran.CuryDiscountedPrice = cashDiscPercent == 0m
? aptaxTran.CuryTaxAmt
: PXDBCurrencyAttribute.RoundCury(cache, aptaxTran,
(decimal)(aptaxTran.TaxRate / 100m * aptaxTran.CuryDiscountedTaxableAmt));
return(result == true);
}
protected virtual void ApplyTax(APInvoice invoice, GetTaxResult result)
{
TaxZone taxZone = null;
AP.Vendor vendor = null;
if (result.TaxSummary.Length > 0)
{
taxZone = (TaxZone)Base.taxzone.View.SelectSingleBound(new object[] { invoice });
vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(Base, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException(TX.Messages.ExternalTaxVendorNotFound);
}
if (vendor.SalesTaxAcctID == null)
{
throw new PXSetPropertyException(TX.Messages.TaxPayableAccountNotSpecified, vendor.AcctCD);
}
if (vendor.SalesTaxSubID == null)
{
throw new PXException(TX.Messages.TaxPayableSubNotSpecified, vendor.AcctCD);
}
}
//Clear all existing Tax transactions:
foreach (PXResult <APTaxTran, Tax> res in Base.Taxes.View.SelectMultiBound(new object[] { invoice }))
{
APTaxTran taxTran = (APTaxTran)res;
Base.Taxes.Delete(taxTran);
}
Base.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Length; i++)
{
string taxID = result.TaxSummary[i].TaxName;
if (string.IsNullOrEmpty(taxID))
{
taxID = result.TaxSummary[i].JurisCode;
}
if (string.IsNullOrEmpty(taxID))
{
PXTrace.WriteInformation(Messages.EmptyValuesFromExternalTaxProvider);
continue;
}
CreateTax(Base, taxZone, vendor, result.TaxSummary[i], taxID);
APTaxTran tax = new APTaxTran();
tax.Module = BatchModule.AP;
tax.TranType = invoice.DocType;
tax.RefNbr = invoice.RefNbr;
tax.TaxID = taxID;
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].TaxAmount);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].TaxableAmount);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate) * 100;
tax.TaxType = "S";
tax.TaxBucketID = 0;
tax.AccountID = vendor.SalesTaxAcctID;
tax.SubID = vendor.SalesTaxSubID;
tax.JurisType = result.TaxSummary[i].JurisType;
tax.JurisName = result.TaxSummary[i].JurisName;
Base.Taxes.Insert(tax);
}
bool requireControlTotal = Base.APSetup.Current.RequireControlTotal == true;
if (invoice.Hold != true)
{
Base.APSetup.Current.RequireControlTotal = false;
}
try
{
invoice.CuryTaxTotal = Math.Abs(result.TotalTaxAmount);
Base.Document.Cache.SetValueExt <APInvoice.isTaxSaved>(invoice, true);
}
finally
{
Base.APSetup.Current.RequireControlTotal = requireControlTotal;
}
}
public virtual APInvoice ReleaseRetainageProc(APInvoice doc, RetainageOptions retainageOpts, bool isAutoRelease = false)
{
Base.Clear(PXClearOption.PreserveTimeStamp);
if (retainageOpts.CuryRetainageAmt <= 0 || retainageOpts.CuryRetainageAmt > doc.CuryRetainageUnreleasedAmt)
{
throw new PXException(Messages.IncorrectRetainageAmount);
}
// Magic. We need to prevent rewriting of CurrencyInfo.IsReadOnly
// by true in CurrencyInfoView
//
Base.CurrentDocument.Cache.AllowUpdate = true;
PXResult <APInvoice, CurrencyInfo, Terms, Vendor> resultDoc =
APInvoice_CurrencyInfo_Terms_Vendor
.SelectSingleBound(Base, null, doc.DocType, doc.RefNbr, doc.VendorID)
.Cast <PXResult <APInvoice, CurrencyInfo, Terms, Vendor> >()
.First();
CurrencyInfo info = resultDoc;
APInvoice origInvoice = resultDoc;
Vendor vendor = resultDoc;
CurrencyInfo new_info = PXCache <CurrencyInfo> .CreateCopy(info);
new_info.CuryInfoID = null;
new_info.IsReadOnly = false;
new_info = PXCache <CurrencyInfo> .CreateCopy(Base.currencyinfo.Insert(new_info));
APInvoice invoice = PXCache <APInvoice> .CreateCopy(origInvoice);
invoice.CuryInfoID = new_info.CuryInfoID;
invoice.DocType = APDocType.Invoice;
invoice.RefNbr = null;
invoice.LineCntr = null;
invoice.InvoiceNbr = retainageOpts.InvoiceNbr;
// Must be set for _RowSelected event handler
//
invoice.OpenDoc = true;
invoice.Released = false;
Base.Document.Cache.SetDefaultExt <APInvoice.isMigratedRecord>(invoice);
invoice.BatchNbr = null;
invoice.PrebookBatchNbr = null;
invoice.Prebooked = false;
invoice.ScheduleID = null;
invoice.Scheduled = false;
invoice.NoteID = null;
invoice.DueDate = null;
invoice.DiscDate = null;
invoice.CuryOrigDiscAmt = 0m;
invoice.OrigDocType = origInvoice.DocType;
invoice.OrigRefNbr = origInvoice.RefNbr;
invoice.OrigDocDate = origInvoice.DocDate;
invoice.PaySel = false;
invoice.CuryLineTotal = 0m;
invoice.IsTaxPosted = false;
invoice.IsTaxValid = false;
invoice.CuryVatTaxableTotal = 0m;
invoice.CuryVatExemptTotal = 0m;
invoice.CuryDocBal = 0m;
invoice.CuryOrigDocAmt = retainageOpts.CuryRetainageAmt;
invoice.Hold = !isAutoRelease && Base.apsetup.Current.HoldEntry == true || Base.IsApprovalRequired(invoice, Base.Document.Cache);
invoice.DocDate = retainageOpts.DocDate;
invoice.FinPeriodID = retainageOpts.FinPeriodID;
Base.ClearRetainageSummary(invoice);
invoice.RetainageApply = false;
invoice.IsRetainageDocument = true;
invoice = Base.Document.Insert(invoice);
if (new_info != null)
{
CurrencyInfo b_info = (CurrencyInfo)PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Current <APInvoice.curyInfoID> > > > .Select(Base);
b_info.CuryID = new_info.CuryID;
b_info.CuryEffDate = new_info.CuryEffDate;
b_info.CuryRateTypeID = new_info.CuryRateTypeID;
b_info.CuryRate = new_info.CuryRate;
b_info.RecipRate = new_info.RecipRate;
b_info.CuryMultDiv = new_info.CuryMultDiv;
Base.currencyinfo.Update(b_info);
}
decimal retainagePercent = (decimal)(retainageOpts.CuryRetainageAmt / doc.CuryRetainageTotal);
PXResultset <APTran> details = PXSelectGroupBy <APTran,
Where <APTran.tranType, Equal <Required <APTran.tranType> >,
And <APTran.refNbr, Equal <Required <APTran.refNbr> >,
And <APTran.curyRetainageAmt, NotEqual <decimal0> > > >,
Aggregate <
GroupBy <APTran.taxCategoryID,
Sum <APTran.curyRetainageAmt> > > >
.Select(Base, doc.DocType, doc.RefNbr);
APTran tranNew = null;
decimal prevCuryTotal = 0m;
TaxCalc oldTaxCalc = TaxBaseAttribute.GetTaxCalc <APTran.taxCategoryID>(Base.Transactions.Cache, null);
TaxBaseAttribute.SetTaxCalc <APTran.taxCategoryID>(Base.Transactions.Cache, null, TaxCalc.ManualCalc);
foreach (APTran detail in details)
{
// Create APTran record for chosen retainage amount,
// clear all required fields to prevent tax calculation,
// discount calculation and retainage calculation.
// CuryUnitCost = 0m and CuryLineAmt = 0m here to prevent their
// FieldDefaulting events, because in our case default value
// should be equal to zero.
//
tranNew = Base.Transactions.Insert(new APTran
{
CuryUnitCost = 0m,
CuryLineAmt = 0m
});
tranNew.BranchID = origInvoice.BranchID;
tranNew.TaxCategoryID = detail.TaxCategoryID;
tranNew.AccountID = origInvoice.RetainageAcctID;
tranNew.SubID = origInvoice.RetainageSubID;
tranNew.ProjectID = ProjectDefaultAttribute.NonProject();
tranNew.Qty = 0m;
tranNew.CuryUnitCost = 0m;
tranNew.ManualDisc = true;
tranNew.DiscPct = 0m;
tranNew.CuryDiscAmt = 0m;
tranNew.RetainagePct = 0m;
tranNew.CuryRetainageAmt = 0m;
tranNew.CuryTaxableAmt = 0m;
tranNew.CuryTaxAmt = 0;
tranNew.CuryExpenseAmt = 0m;
tranNew.GroupDiscountRate = 1m;
tranNew.DocumentDiscountRate = 1m;
using (new PXLocaleScope(vendor.LocaleName))
{
tranNew.TranDesc = PXMessages.LocalizeFormatNoPrefix(
Messages.RetainageForTransactionDescription,
APDocTypeDict[origInvoice.DocType],
origInvoice.RefNbr);
}
prevCuryTotal = (retainageOpts.CuryRetainageAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
tranNew.CuryLineAmt = PXCurrencyAttribute.RoundCury(Base.Transactions.Cache, tranNew, (detail.CuryRetainageAmt ?? 0m) * retainagePercent);
tranNew = Base.Transactions.Update(tranNew);
}
ClearCurrentDocumentDiscountDetails();
// We should copy all taxes from the original document
// because it is possible to add or delete them.
//
foreach (APTaxTran aptaxtran in PXSelect <APTaxTran,
Where <APTaxTran.module, Equal <BatchModule.moduleAP>,
And <APTaxTran.tranType, Equal <Required <APTaxTran.tranType> >,
And <APTaxTran.refNbr, Equal <Required <APTaxTran.refNbr> > > > > >
.Select(Base, origInvoice.DocType, origInvoice.RefNbr)
.RowCast <APTaxTran>()
.Where(row => row.CuryRetainedTaxAmt != 0m))
{
APTaxTran new_aptaxtran = Base.Taxes.Insert(new APTaxTran
{
TaxID = aptaxtran.TaxID
});
if (new_aptaxtran != null)
{
new_aptaxtran = PXCache <APTaxTran> .CreateCopy(new_aptaxtran);
new_aptaxtran.TaxRate = aptaxtran.TaxRate;
new_aptaxtran = Base.Taxes.Update(new_aptaxtran);
}
}
TaxBaseAttribute.SetTaxCalc <APTran.taxCategoryID>(Base.Transactions.Cache, null, oldTaxCalc);
decimal diff = (retainageOpts.CuryRetainageAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
if (tranNew != null && diff != 0m)
{
HashSet <string> taxList = PXSelectJoin <APTax,
InnerJoin <Tax, On <Tax.taxID, Equal <APTax.taxID> > >,
Where <APTax.tranType, Equal <Required <APTax.tranType> >,
And <APTax.refNbr, Equal <Required <APTax.refNbr> >,
And <APTax.lineNbr, Equal <Required <APTax.lineNbr> >,
And <Tax.taxType, NotEqual <CSTaxType.use> > > > > >
.Select(Base, tranNew.TranType, tranNew.RefNbr, tranNew.LineNbr)
.RowCast <APTax>()
.Select(row => row.TaxID)
.ToHashSet();
// To guarantee correct document total amount
// we should calculate last line total,
// including its taxes.
//
TaxAttribute.CalcTaxable calcClass = new TaxAttribute.CalcTaxable(false, TaxAttribute.TaxCalcLevelEnforcing.None);
decimal curyLineAmt = calcClass.CalcTaxableFromTotalAmount(
Base.Transactions.Cache,
tranNew,
taxList,
invoice.DocDate.Value,
prevCuryTotal);
tranNew.CuryLineAmt = curyLineAmt;
tranNew = Base.Transactions.Update(tranNew);
}
APVendorRefNbrAttribute aPVendorRefNbrAttribute = Base.Document.Cache.GetAttributesReadonly <APInvoice.invoiceNbr>()
.OfType <APVendorRefNbrAttribute>().FirstOrDefault();
if (aPVendorRefNbrAttribute != null)
{
var args = new PXFieldVerifyingEventArgs(invoice, invoice.InvoiceNbr, true);
aPVendorRefNbrAttribute.FieldVerifying(Base.Document.Cache, args);
}
return(invoice);
}
public virtual void GenerateProc(Schedule s, short Times, DateTime runDate)
{
List <ScheduleDet> sd = GL.ScheduleProcess.MakeSchedule(this, s, Times, runDate);
APInvoiceEntry docgraph = CreateGraph();
foreach (ScheduleDet sdet in sd)
{
foreach (PXResult <APInvoice, Vendor, CurrencyInfo> res in PXSelectJoin <APInvoice, InnerJoin <Vendor, On <Vendor.bAccountID, Equal <APInvoice.vendorID> >, InnerJoin <CurrencyInfo, On <CurrencyInfo.curyInfoID, Equal <APInvoice.curyInfoID> > > >, Where <APInvoice.scheduleID, Equal <Required <APInvoice.scheduleID> >, And <APInvoice.scheduled, Equal <boolTrue> > > > .Select(this, s.ScheduleID))
{
docgraph.Clear();
docgraph.vendor.Current = (Vendor)res;
APInvoice apdoc = (APInvoice)res;
CurrencyInfo info = (CurrencyInfo)res;
CurrencyInfo new_info = PXCache <CurrencyInfo> .CreateCopy(info);
new_info.CuryInfoID = null;
new_info = docgraph.currencyinfo.Insert(new_info);
APInvoice new_apdoc = PXCache <APInvoice> .CreateCopy(apdoc);
new_apdoc.CuryInfoID = new_info.CuryInfoID;
new_apdoc.DocDate = sdet.ScheduledDate;
new_apdoc.FinPeriodID = sdet.ScheduledPeriod;
new_apdoc.TranPeriodID = null;
new_apdoc.DueDate = null;
new_apdoc.DiscDate = null;
new_apdoc.PayDate = null;
new_apdoc.CuryOrigDiscAmt = null;
new_apdoc.OrigDiscAmt = null;
new_apdoc.RefNbr = null;
new_apdoc.Scheduled = false;
new_apdoc.CuryLineTotal = 0m;
new_apdoc.CuryVatTaxableTotal = 0m;
new_apdoc.CuryVatExemptTotal = 0m;
new_apdoc.NoteID = null;
new_apdoc = docgraph.Document.Insert(new_apdoc);
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
PXNoteAttribute.SetNote(docgraph.Document.Cache, new_apdoc, PXNoteAttribute.GetNote(Caches[typeof(APInvoice)], apdoc));
PXNoteAttribute.SetFileNotes(docgraph.Document.Cache, new_apdoc, PXNoteAttribute.GetFileNotes(Caches[typeof(APInvoice)], apdoc));
foreach (APTran aptran in PXSelect <APTran, Where <APTran.tranType, Equal <Required <APTran.tranType> >, And <APTran.refNbr, Equal <Required <APTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
APTran new_aptran = PXCache <APTran> .CreateCopy(aptran);
new_aptran.RefNbr = null;
new_aptran.CuryInfoID = null;
docgraph.Transactions.Insert(new_aptran);
}
foreach (APTaxTran tax in PXSelect <APTaxTran, Where <APTaxTran.tranType, Equal <Required <APTaxTran.tranType> >, And <APTaxTran.refNbr, Equal <Required <APTaxTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
APTaxTran new_aptax = new APTaxTran();
new_aptax.TaxID = tax.TaxID;
new_aptax = docgraph.Taxes.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = tax.CuryTaxableAmt;
new_aptax.CuryTaxAmt = tax.CuryTaxAmt;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
docgraph.Save.Press();
}
s.LastRunDate = sdet.ScheduledDate;
Running_Schedule.Cache.Update(s);
}
using (PXTransactionScope ts = new PXTransactionScope())
{
Running_Schedule.Cache.Persist(PXDBOperation.Update);
ts.Complete(this);
}
Running_Schedule.Cache.Persisted(false);
}
