private void CreateContractPostDet(ContractPostPeriodEntry graph, FSContractPostDoc fsContractPostDocRow, List <ContractInvoiceLine> contractInvoiceDetLines)
{
foreach (ContractInvoiceLine contractInvoiceLine in contractInvoiceDetLines)
{
graph.ContractPostDetRecords.Insert(CreatePostDet(fsContractPostDocRow, contractInvoiceLine));
}
graph.Save.Press();
}
public virtual void UpdateSourcePostDoc(FSSetup fsSetupRow, FSContractPostDoc fsContractPostDocRow, FSServiceContract fsServiceContractRow)
{
if (fsServiceContractRow.RecordType == ID.RecordType_ServiceContract.SERVICE_CONTRACT)
{
ServiceContractEntry ServiceContractGraph = PXGraph.CreateInstance <ServiceContractEntry>();
ServiceContractGraph.ServiceContractRecords.Current = ServiceContractGraph.ServiceContractRecords.Search <FSServiceContract.serviceContractID>(fsContractPostDocRow.ServiceContractID, fsServiceContractRow.CustomerID);
ServiceContractGraph.InvoiceBillingPeriod(fsSetupRow, fsContractPostDocRow);
}
else
{
RouteServiceContractEntry RouteServiceContractGraph = PXGraph.CreateInstance <RouteServiceContractEntry>();
RouteServiceContractGraph.ServiceContractRecords.Current = RouteServiceContractGraph.ServiceContractRecords.Search <FSServiceContract.serviceContractID>(fsContractPostDocRow.ServiceContractID, fsServiceContractRow.CustomerID);
RouteServiceContractGraph.InvoiceBillingPeriod(fsSetupRow, fsContractPostDocRow);
}
}
public static FSContractPostDet CreatePostDet(FSContractPostDoc fsContractPostDocRow, ContractInvoiceLine contractInvoiceLine)
{
FSContractPostDet fsContractPostDetRow = new FSContractPostDet();
fsContractPostDetRow.AppDetID = contractInvoiceLine.AppDetID;
fsContractPostDetRow.AppointmentID = contractInvoiceLine.AppointmentID;
fsContractPostDetRow.ContractPeriodDetID = contractInvoiceLine.ContractPeriodDetID;
fsContractPostDetRow.ContractPeriodID = contractInvoiceLine.ContractPeriodID;
fsContractPostDetRow.ContractPostBatchID = fsContractPostDocRow.ContractPostBatchID;
fsContractPostDetRow.ContractPostDocID = fsContractPostDocRow.ContractPostDocID;
fsContractPostDetRow.SODetID = contractInvoiceLine.SODetID;
fsContractPostDetRow.SOID = contractInvoiceLine.SOID;
return(fsContractPostDetRow);
}
public static void CreateContractPostRegister(PXGraph graph, FSContractPostDoc fsContractPostDocRow)
{
PXCache <FSContractPostRegister> cacheFSPostRegister = new PXCache <FSContractPostRegister>(graph);
FSContractPostRegister fsPostRegisterRow = new FSContractPostRegister();
fsPostRegisterRow.ServiceContractID = fsContractPostDocRow.ServiceContractID;
fsPostRegisterRow.ContractPeriodID = fsContractPostDocRow.ContractPeriodID;
fsPostRegisterRow.ContractPostBatchID = fsContractPostDocRow.ContractPostBatchID;
fsPostRegisterRow.PostedTO = fsContractPostDocRow.PostedTO;
fsPostRegisterRow.PostDocType = fsContractPostDocRow.PostDocType;
fsPostRegisterRow.PostRefNbr = fsContractPostDocRow.PostRefNbr;
cacheFSPostRegister.Insert(fsPostRegisterRow);
cacheFSPostRegister.Persist(PXDBOperation.Insert);
}
public virtual FSContractPostDoc CreateInvoiceByContract(PXGraph graphProcess, DateTime?invoiceDate, string invoiceFinPeriodID, FSContractPostBatch fsContractPostBatchRow, FSServiceContract fsServiceContractRow, FSContractPeriod fsContractPeriodRow, List <ContractInvoiceLine> docLines)
{
if (docLines.Count == 0)
{
return(null);
}
FSSetup fsSetupRow = ServiceManagementSetup.GetServiceManagementSetup(graphProcess);
ARInvoice arInvoiceRow = new ARInvoice();
arInvoiceRow.DocType = ARInvoiceType.Invoice;
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.Hold = true;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
Base.Document.Cache.SetValueExt <ARInvoice.customerID>(arInvoiceRow, fsServiceContractRow.BillCustomerID);
Base.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceContractRow.BillLocationID);
Base.Document.Cache.SetValueExt <ARInvoice.branchID>(arInvoiceRow, fsServiceContractRow.BranchID);
Base.Document.Cache.SetValueExt <ARInvoice.docDesc>(arInvoiceRow, "Contract Standardized Billing: " + fsServiceContractRow.RefNbr + " " + fsServiceContractRow.DocDesc);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceContractRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, fsSetupRow.DfltContractTermIDARSO);
}
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
int? acctID;
foreach (ContractInvoiceLine docLine in docLines)
{
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);
Base.Transactions.Cache.SetValueExt <ARTran.salesPersonID>(arTranRow, docLine.SalesPersonID);
arTranRow = Base.Transactions.Update(arTranRow);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = (int?)ServiceOrderCore.Get_INItemAcctID_DefaultValue(
graphProcess,
fsSetupRow.ContractSalesAcctSource,
docLine.InventoryID,
fsServiceContractRow);
}
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,
fsSetupRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceContractRow.BranchLocationID);
}
Base.Transactions.Cache.SetValueExt <ARTran.qty>(arTranRow, docLine.Qty);
Base.Transactions.Cache.SetValueExt <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice);
Base.Transactions.Cache.SetValueExt <ARTran.tranDesc>(arTranRow, docLine.TranDescPrefix + arTranRow.TranDesc);
arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.commissionable>(arTranRow, docLine.Commissionable ?? false);
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = ID.Billing_By.CONTRACT;
fsxARTranRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsxARTranRow.ContractPeriodID = fsContractPeriodRow.ContractPeriodID;
fsxARTranRow.BillCustomerID = fsServiceContractRow.BillCustomerID;
fsxARTranRow.CustomerLocationID = fsServiceContractRow.BillLocationID;
arTranRow = Base.Transactions.Update(arTranRow);
}
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExt <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, false);
Exception newException = null;
try
{
Base.Save.Press();
}
catch (Exception e)
{
List <ErrorInfo> errorList = this.GetErrorInfo();
var exceptionWithContextMessage = ExceptionHelper.GetExceptionWithContextMessage(
PXMessages.Localize(TX.Messages.ERROR_CREATING_INVOICE_IN_POSTING_BATCH),
e);
newException = InvoicingFunctions.GetErrorInfoInLines(errorList, exceptionWithContextMessage);
}
if (newException != null)
{
throw newException;
}
arInvoiceRow = Base.Document.Current;
FSContractPostDoc fsContractCreatedDocRow = new FSContractPostDoc()
{
ContractPeriodID = fsContractPeriodRow.ContractPeriodID,
ContractPostBatchID = fsContractPostBatchRow.ContractPostBatchID,
PostDocType = arInvoiceRow.DocType,
PostedTO = ID.Batch_PostTo.AR,
PostRefNbr = arInvoiceRow.RefNbr,
ServiceContractID = fsServiceContractRow.ServiceContractID
};
return(fsContractCreatedDocRow);
}
public CreateInvoiceByContractPost()
{
CreateInvoiceByContractPost graphCreateInvoiceByServiceOrderPost = null;
Contracts.SetProcessDelegate(
delegate(List <ContractPeriodToPost> contractPeriodToPostRows)
{
graphCreateInvoiceByServiceOrderPost = PXGraph.CreateInstance <CreateInvoiceByContractPost>();
int rowIndex = 0;
InvoiceContractPeriodFilter filter = Filter.Current;
FSSetup fsSetupRow = ServiceManagementSetup.GetServiceManagementSetup(graphCreateInvoiceByServiceOrderPost);
ContractPostBatchEntry contractPostBatchGraph = PXGraph.CreateInstance <ContractPostBatchEntry>();
ContractPostPeriodEntry contractPostPeriodGraph = PXGraph.CreateInstance <ContractPostPeriodEntry>();
FSContractPostDoc fsContractPostDocRow = null;
FSContractPostBatch fsContractPostBatchRow = null;
List <ContractInvoiceLine> invoiceDet = new List <ContractInvoiceLine>();
List <ContractInvoiceLine> contractPeriodLines = null;
List <ContractInvoiceLine> contractInvoiceDetList = null;
List <ContractInvoiceLine> equipmentInvoiceDetList = null;
FSServiceContract fsServiceContractRow = null;
FSContractPeriod fsContractPeriodRow = null;
IInvoiceContractGraph invoiceGraph = GetInvoiceGraph(fsSetupRow);
foreach (ContractPeriodToPost contractPeriodToPostRow in contractPeriodToPostRows)
{
fsContractPostDocRow = null;
GetContractAndPeriod(contractPeriodToPostRow.ServiceContractID, contractPeriodToPostRow.ContractPeriodID, out fsServiceContractRow, out fsContractPeriodRow);
contractPeriodLines = GetContractPeriodLines(contractPeriodToPostRow);
if (contractPeriodLines.Count > 0 && fsServiceContractRow != null && fsContractPeriodRow != null)
{
contractInvoiceDetList = GetContractInvoiceLines(contractPeriodToPostRow);
invoiceDet.AddRange(contractInvoiceDetList);
if (fsSetupRow.ContractPostTo == ID.Contract_PostTo.SALES_ORDER_MODULE)
{
equipmentInvoiceDetList = GetEquipmentInvoiceLines(contractPeriodToPostRow);
}
List <ContractInvoiceLine> contractInvoiceLines = GetInvoiceLines(invoiceDet, contractPeriodLines, contractInvoiceDetList, fsSetupRow.ContractPostTo);
if (equipmentInvoiceDetList != null && equipmentInvoiceDetList.Count > 0)
{
contractInvoiceLines.AddRange(equipmentInvoiceDetList);
invoiceDet.AddRange(equipmentInvoiceDetList);
}
try
{
using (var ts = new PXTransactionScope())
{
if (fsContractPostBatchRow == null)
{
fsContractPostBatchRow = contractPostBatchGraph.CreatePostingBatch(filter.UpToDate, filter.InvoiceDate, filter.InvoiceFinPeriodID, SetupRecord.Current.ContractPostTo);
}
fsContractPostDocRow = invoiceGraph.CreateInvoiceByContract(graphCreateInvoiceByServiceOrderPost, filter.InvoiceDate, filter.InvoiceFinPeriodID, fsContractPostBatchRow, fsServiceContractRow, fsContractPeriodRow, contractInvoiceLines);
fsContractPostDocRow = CreateContractPostDoc(contractPostPeriodGraph, fsContractPostDocRow);
CreateContractPostDet(contractPostPeriodGraph, fsContractPostDocRow, invoiceDet);
UpdateSourcePostDoc(fsSetupRow, fsContractPostDocRow, fsServiceContractRow);
CreateContractPostRegister(this, fsContractPostDocRow);
contractPeriodToPostRow.ContractPostBatchID = fsContractPostBatchRow.ContractPostBatchID;
ts.Complete();
}
PXProcessing <ContractPeriodToPost> .SetInfo(rowIndex, TX.Messages.RECORD_PROCESSED_SUCCESSFULLY);
}
catch (Exception e)
{
PXProcessing <ContractPeriodToPost> .SetError(rowIndex, e.Message);
}
}
else
{
PXProcessing <ContractPeriodToPost> .SetError(rowIndex, TX.Error.PERIOD_WITHOUT_DETAILS);
}
rowIndex++;
}
});
}
public static FSContractPostDoc CreateContractPostDoc(ContractPostPeriodEntry graph, FSContractPostDoc fsContractPostDocRow)
{
graph.ContractPostDocRecord.Current = graph.ContractPostDocRecord.Insert(fsContractPostDocRow);
graph.Save.Press();
return(graph.ContractPostDocRecord.Current);
}
public virtual FSContractPostDoc CreateInvoiceByContract(PXGraph graphProcess, DateTime?invoiceDate, string invoiceFinPeriodID, FSContractPostBatch fsContractPostBatchRow, FSServiceContract fsServiceContractRow, FSContractPeriod fsContractPeriodRow, List <ContractInvoiceLine> docLines)
{
if (docLines.Count == 0)
{
return(null);
}
FSSetup fsSetupRow = ServiceManagementSetup.GetServiceManagementSetup(graphProcess);
ARInvoice arInvoiceRow = new ARInvoice();
arInvoiceRow.DocType = ARInvoiceType.Invoice;
AutoNumberHelper.CheckAutoNumbering(Base, Base.ARSetup.SelectSingle().InvoiceNumberingID);
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.Hold = true;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerID>(arInvoiceRow, fsServiceContractRow.BillCustomerID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceContractRow.BillLocationID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.branchID>(arInvoiceRow, fsServiceContractRow.BranchID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.docDesc>(arInvoiceRow, (PXMessages.LocalizeFormatNoPrefix(TX.Messages.CONTRACT_WITH_STANDARDIZED_BILLING, fsServiceContractRow.RefNbr, (string.IsNullOrEmpty(fsServiceContractRow.DocDesc) ? string.Empty : fsServiceContractRow.DocDesc))));
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceContractRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, fsSetupRow.DfltContractTermIDARSO);
}
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.projectID>(arInvoiceRow, fsServiceContractRow.ProjectID);
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
int? acctID;
foreach (ContractInvoiceLine docLine in docLines)
{
arTranRow = new ARTran();
arTranRow = Base.Transactions.Insert(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.inventoryID>(arTranRow, docLine.InventoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.uOM>(arTranRow, docLine.UOM);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.salesPersonID>(arTranRow, docLine.SalesPersonID);
arTranRow = Base.Transactions.Update(arTranRow);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = (int?)ServiceOrderCore.Get_INItemAcctID_DefaultValue(graphProcess,
fsSetupRow.ContractSalesAcctSource,
docLine.InventoryID,
fsServiceContractRow);
}
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,
fsSetupRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceContractRow.BranchLocationID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.qty>(arTranRow, docLine.Qty);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice);
if (docLine.ServiceContractID != null &&
docLine.ContractRelated == false &&
(docLine.SODetID != null || docLine.AppDetID != null))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyExtPrice>(arTranRow, docLine.CuryBillableExtPrice);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.discPct>(arTranRow, docLine.DiscPct);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.tranDesc>(arTranRow, docLine.TranDescPrefix + arTranRow.TranDesc);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.taskID>(arTranRow, docLine.ProjectTaskID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.costCodeID>(arTranRow, docLine.CostCodeID);
arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.commissionable>(arTranRow, docLine.Commissionable ?? false);
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = ID.DocumentSource.INVOICE_FROM_SERVICECONTRACT;
fsxARTranRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsxARTranRow.ContractPeriodID = fsContractPeriodRow.ContractPeriodID;
fsxARTranRow.BillCustomerID = fsServiceContractRow.CustomerID;
fsxARTranRow.CustomerLocationID = fsServiceContractRow.CustomerLocationID;
arTranRow = Base.Transactions.Update(arTranRow);
}
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.hold>(arInvoiceRow, false);
Exception newException = null;
try
{
Base.Save.Press();
}
catch (Exception e)
{
List <ErrorInfo> errorList = this.GetErrorInfo();
newException = InvoicingFunctions.GetErrorInfoInLines(errorList, e);
}
if (newException != null)
{
throw newException;
}
arInvoiceRow = Base.Document.Current;
FSContractPostDoc fsContractCreatedDocRow = new FSContractPostDoc()
{
ContractPeriodID = fsContractPeriodRow.ContractPeriodID,
ContractPostBatchID = fsContractPostBatchRow.ContractPostBatchID,
PostDocType = arInvoiceRow.DocType,
PostedTO = ID.Batch_PostTo.AR,
PostRefNbr = arInvoiceRow.RefNbr,
ServiceContractID = fsServiceContractRow.ServiceContractID
};
return(fsContractCreatedDocRow);
}
