public static void ReleaseRetainage(APInvoiceEntry graph, APInvoiceExt invoice, APRetainageFilter filter, bool isAutoRelease)
{
graph.Clear(PXClearOption.ClearAll);
PXUIFieldAttribute.SetError(graph.Document.Cache, null, null, null);
RetainageOptions retainageOptions = new RetainageOptions();
retainageOptions.DocDate = filter.DocDate;
retainageOptions.FinPeriodID = filter.FinPeriodID;
retainageOptions.CuryRetainageAmt = invoice.CuryRetainageReleasedAmt;
retainageOptions.InvoiceNbr = invoice.RetainageVendorRef;
APInvoiceEntryRetainage retainageExt = graph.GetExtension <APInvoiceEntryRetainage>();
APInvoice retainageInvoice = retainageExt.ReleaseRetainageProc(invoice, retainageOptions, isAutoRelease);
graph.Save.Press();
if (isAutoRelease && retainageInvoice.Hold != true)
{
List <APRegister> toRelease = new List <APRegister>()
{
retainageInvoice
};
using (new PXTimeStampScope(null))
{
APDocumentRelease.ReleaseDoc(toRelease, true);
}
}
}
public static void ReleaseDoc(CABatch aDoc)
{
if ((bool)aDoc.Released || (bool)aDoc.Hold)
{
throw new PXException(Messages.CABatchStatusIsNotValidForProcessing);
}
CABatchUpdate be = PXGraph.CreateInstance <CABatchUpdate>();
CABatch doc = be.Document.Select(aDoc.BatchNbr);
be.Document.Current = doc;
if ((bool)doc.Released || (bool)doc.Hold)
{
throw new PXException(Messages.CABatchStatusIsNotValidForProcessing);
}
APPayment voided = PXSelectReadonly2 <APPayment,
InnerJoin <CABatchDetail, On <CABatchDetail.origDocType, Equal <APPayment.docType>,
And <CABatchDetail.origRefNbr, Equal <APPayment.refNbr>,
And <CABatchDetail.origModule, Equal <GL.BatchModule.moduleAP> > > > >,
Where <CABatchDetail.batchNbr, Equal <Required <CABatch.batchNbr> >,
And <APPayment.voided, Equal <True> > > > .Select(be, doc.BatchNbr);
if (voided != null && String.IsNullOrEmpty(voided.RefNbr) == false)
{
throw new PXException(Messages.CABatchContainsVoidedPaymentsAndConnotBeReleased);
}
List <APRegister> unreleasedList = new List <APRegister>();
PXSelectBase <APPayment> selectUnreleased = new PXSelectReadonly2 <APPayment,
InnerJoin <CABatchDetail, On <CABatchDetail.origDocType, Equal <APPayment.docType>,
And <CABatchDetail.origRefNbr, Equal <APPayment.refNbr>,
And <CABatchDetail.origModule, Equal <GL.BatchModule.moduleAP> > > > >,
Where <CABatchDetail.batchNbr, Equal <Optional <CABatch.batchNbr> >,
And <APPayment.released, Equal <boolFalse> > > >(be);
foreach (APPayment iPmt in selectUnreleased.Select(doc.BatchNbr))
{
if (iPmt.Released != true)
{
unreleasedList.Add(iPmt);
}
}
if (unreleasedList.Count > 0)
{
APDocumentRelease.ReleaseDoc(unreleasedList, true);
}
selectUnreleased.View.Clear();
APPayment pmt = selectUnreleased.Select(doc.BatchNbr);
if (pmt != null)
{
throw new PXException(Messages.CABatchContainsUnreleasedPaymentsAndCannotBeReleased);
}
doc.Released = true;
doc.DateSeqNbr = GetNextDateSeqNbr(be, aDoc);
be.RecalcTotals();
doc = be.Document.Update(doc);
be.Actions.PressSave();
}
private const bool AutoReleaseDebitAdjustments = true; //TODO: now (26.10.2017) we can't apply nonreleased debit adjustment
public static APInvoice CreateAndReleasePPDDebitAdj(APInvoiceEntry ie, APPPDDebitAdjParameters filter, List <PendingPPDDebitAdjApp> list, bool autoReleaseDebitAdjustments)
{
APInvoice invDebitAdj;
try
{
ie.Clear(PXClearOption.ClearAll);
PXUIFieldAttribute.SetError(ie.Document.Cache, null, null, null);
using (var ts = new PXTransactionScope())
{
invDebitAdj = ie.CreatePPDDebitAdj(filter, list);
if (invDebitAdj != null)
{
if (autoReleaseDebitAdjustments == true)
{
using (new PXTimeStampScope(null))
{
APDocumentRelease.ReleaseDoc(new List <APRegister> {
invDebitAdj
}, false);
APPaymentEntry paymentEntry = PXGraph.CreateInstance <APPaymentEntry>();
APPayment debitAdj = PXSelect <APPayment,
Where <APPayment.docType, Equal <Required <APPayment.docType> >,
And <APPayment.refNbr, Equal <Required <APPayment.refNbr> > > > >
.Select(paymentEntry, invDebitAdj.DocType, invDebitAdj.RefNbr)
.First();
paymentEntry.Document.Current = debitAdj;
paymentEntry.SelectTimeStamp();
CreatePPDApplications(paymentEntry, list, debitAdj);
paymentEntry.Persist();
APDocumentRelease.ReleaseDoc(new List <APRegister> {
invDebitAdj
}, false); // It needs to release applications
}
}
foreach (PendingPPDDebitAdjApp adj in list)
{
PXProcessing <PendingPPDDebitAdjApp> .SetInfo(adj.Index, ActionsMessages.RecordProcessed);
}
}
ts.Complete();
}
}
catch (Exception e)
{
foreach (PendingPPDDebitAdjApp adj in list)
{
PXProcessing <PendingPPDDebitAdjApp> .SetError(adj.Index, e);
}
invDebitAdj = null;
}
return(invDebitAdj);
}
public static void ReleasePayments(List <APPayment> list, string Action)
{
APReleaseChecks releaseChecksGraph = CreateInstance <APReleaseChecks>();
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
CABatchEntry be = CreateInstance <CABatchEntry>();
bool failed = false;
bool successed = false;
List <APRegister> docs = new List <APRegister>(list.Count);
foreach (APPayment payment in list)
{
if (payment.Passed == true)
{
releaseChecksGraph.TimeStamp = pe.TimeStamp = payment.tstamp;
}
switch (Action)
{
case ReleaseChecksFilter.action.ReleaseChecks:
payment.Printed = true;
break;
case ReleaseChecksFilter.action.ReprintChecks:
case ReleaseChecksFilter.action.VoidAndReprintChecks:
payment.ExtRefNbr = null;
payment.Printed = false;
break;
default:
continue;
}
PXProcessing <APPayment> .SetCurrentItem(payment);
if (Action == ReleaseChecksFilter.action.ReleaseChecks)
{
try
{
pe.Document.Current = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
if (pe.Document.Current?.ExtRefNbr != payment.ExtRefNbr)
{
APPayment payment_copy = PXCache <APPayment> .CreateCopy(pe.Document.Current);
payment_copy.ExtRefNbr = payment.ExtRefNbr;
pe.Document.Update(payment_copy);
}
if (PaymentRefAttribute.PaymentRefMustBeUnique(pe.paymenttype.Current) && string.IsNullOrEmpty(payment.ExtRefNbr))
{
throw new PXException(ErrorMessages.FieldIsEmpty, typeof(APPayment.extRefNbr).Name);
}
payment.IsReleaseCheckProcess = true;
APPrintChecks.AssignNumbersWithNoAdditionalProcessing(pe, payment);
pe.Save.Press();
object[] persisted = PXTimeStampScope.GetPersisted(pe.Document.Cache, pe.Document.Current);
if (persisted == null || persisted.Length == 0)
{
//preserve timestamp which will be @@dbts after last record committed to db on previous Persist().
//otherwise another process updated APAdjust.
docs.Add(payment);
}
else
{
if (payment.Passed == true)
{
pe.Document.Current.Passed = true;
}
docs.Add(pe.Document.Current);
}
successed = true;
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
docs.Add(null);
failed = true;
}
}
if (Action == ReleaseChecksFilter.action.ReprintChecks || Action == ReleaseChecksFilter.action.VoidAndReprintChecks)
{
try
{
payment.IsPrintingProcess = true;
using (PXTransactionScope transactionScope = new PXTransactionScope())
{
#region Update CABatch if ReprintChecks
CABatch caBatch = PXSelectJoin <CABatch,
InnerJoin <CABatchDetail, On <CABatch.batchNbr, Equal <CABatchDetail.batchNbr> > >,
Where <CABatchDetail.origModule, Equal <Required <APPayment.origModule> >,
And <CABatchDetail.origDocType, Equal <Required <APPayment.docType> >,
And <CABatchDetail.origRefNbr, Equal <Required <APPayment.refNbr> > > > > > .
Select(be, payment.OrigModule, payment.DocType, payment.RefNbr);
if (caBatch != null)
{
be.Document.Current = caBatch;
int DetailCount = be.Details.Select().Count; // load
CABatchDetail detail = be.Details.Locate(new CABatchDetail()
{
BatchNbr = be.Document.Current.BatchNbr,
OrigModule = payment.OrigModule,
OrigDocType = payment.DocType,
OrigRefNbr = payment.RefNbr,
OrigLineNbr = CABatchDetail.origLineNbr.DefaultValue,
});
if (detail != null)
{
// payment.Status is recalculated in CABatchEntry.Delete
if (DetailCount == 1)
{
be.Document.Delete(be.Document.Current); // Details will delete by PXParent
}
else
{
be.Details.Delete(detail); // recalculated batch totals
}
}
be.Save.Press();
}
else
{
PXCache cacheAPPayment = releaseChecksGraph.APPaymentList.Cache;
cacheAPPayment.SetValueExt <APPayment.printed>(payment, false);
cacheAPPayment.SetValueExt <APPayment.hold>(payment, false);
cacheAPPayment.SetValueExt <APPayment.extRefNbr>(payment, null);
// APPayment.Status is recalculated by SetStatusCheckAttribute
cacheAPPayment.MarkUpdated(payment);
cacheAPPayment.PersistUpdated(payment);
cacheAPPayment.Persisted(false);
}
#endregion
// TODO: Need to rework. Use legal CRUD methods of caches!
releaseChecksGraph.TimeStamp = PXDatabase.SelectTimeStamp();
// delete check numbers only if Reprint (not Void and Reprint)
PaymentMethod pm = pe.paymenttype.Select(payment.PaymentMethodID);
if (pm.APPrintChecks == true && Action == ReleaseChecksFilter.action.ReprintChecks)
{
APPayment doc = payment;
new HashSet <string>(pe.Adjustments_Raw.Select(doc.DocType, doc.RefNbr)
.RowCast <APAdjust>()
.Select(adj => adj.StubNbr))
.ForEach(nbr => PaymentRefAttribute.DeleteCheck((int)doc.CashAccountID, doc.PaymentMethodID, nbr));
// sync PaymentMethodAccount.APLastRefNbr with actual last CashAccountCheck number
PaymentMethodAccount det = releaseChecksGraph.cashaccountdetail.SelectSingle(payment.CashAccountID, payment.PaymentMethodID);
PaymentRefAttribute.LastCashAccountCheckSelect.Clear(releaseChecksGraph);
CashAccountCheck cacheck = PaymentRefAttribute.LastCashAccountCheckSelect.SelectSingleBound(releaseChecksGraph, new object[] { det });
det.APLastRefNbr = cacheck?.CheckNbr;
releaseChecksGraph.cashaccountdetail.Cache.PersistUpdated(det);
releaseChecksGraph.cashaccountdetail.Cache.Persisted(false);
}
// END TODO
if (string.IsNullOrEmpty(payment.ExtRefNbr))
{
//try to get next number
releaseChecksGraph.APPaymentList.Cache.SetDefaultExt <APPayment.extRefNbr>(payment);
}
transactionScope.Complete();
}
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
}
docs.Add(null);
}
}
if (successed)
{
APDocumentRelease.ReleaseDoc(docs, true);
}
if (failed)
{
throw new PXOperationCompletedWithErrorException(GL.Messages.DocumentsNotReleased);
}
}
public virtual void ReleaseLCTrans(IEnumerable <LandedCostTran> aTranSet, DocumentList <INRegister> aINCreated, DocumentList <APInvoice> aAPCreated)
{
Dictionary <int, APInvoiceEntry> apGraphs = new Dictionary <int, APInvoiceEntry>();
Dictionary <int, INAdjustmentEntry> inGraphs = new Dictionary <int, INAdjustmentEntry>();
Dictionary <int, int> combinations = new Dictionary <int, int>();
List <APRegister> forReleaseAP = new List <APRegister>();
List <INRegister> forReleaseIN = new List <INRegister>();
DocumentList <APInvoice> apDocuments = new DocumentList <APInvoice>(this);
POSetup poSetupR = this.poSetup.Select();
bool autoReleaseIN = poSetupR.AutoReleaseLCIN.Value;
bool autoReleaseAP = poSetupR.AutoReleaseAP.Value;
bool noApplicableItems = false;
bool noApplicableTransfers = false;
foreach (LandedCostTran iTran in aTranSet)
{
LandedCostCode lcCode = PXSelect <LandedCostCode, Where <LandedCostCode.landedCostCodeID, Equal <Required <LandedCostCode.landedCostCodeID> > > > .Select(this, iTran.LandedCostCodeID);
if ((string.IsNullOrEmpty(iTran.APDocType) || string.IsNullOrEmpty(iTran.APRefNbr)) && iTran.PostponeAP == false)
{
APInvoiceEntry apGraph = null;
foreach (KeyValuePair <int, APInvoiceEntry> iGraph in apGraphs)
{
APInvoice apDoc = iGraph.Value.Document.Current;
string terms = String.IsNullOrEmpty(iTran.TermsID) ? lcCode.TermsID : iTran.TermsID;
if (apDoc.VendorID == iTran.VendorID &&
apDoc.VendorLocationID == iTran.VendorLocationID &&
apDoc.InvoiceNbr == iTran.InvoiceNbr &&
apDoc.CuryID == iTran.CuryID &&
apDoc.DocDate == iTran.InvoiceDate &&
apDoc.TermsID == terms &&
(apDoc.DocType == AP.APDocType.Invoice && iTran.CuryLCAmount > Decimal.Zero))
{
combinations.Add(iTran.LCTranID.Value, iGraph.Key);
apGraph = iGraph.Value;
}
}
if (apGraph == null)
{
apGraph = PXGraph.CreateInstance <APInvoiceEntry>();
if (autoReleaseAP)
{
apGraph.APSetup.Current.RequireControlTotal = false;
apGraph.APSetup.Current.RequireControlTaxTotal = false;
apGraph.APSetup.Current.HoldEntry = false;
}
apGraphs[iTran.LCTranID.Value] = apGraph;
}
apGraph.InvoiceLandedCost(iTran, null, false);
apDocuments.Add(apGraph.Document.Current);
}
if (lcCode.AllocationMethod != LandedCostAllocationMethod.None)
{
List <POReceiptLine> receiptLines = new List <POReceiptLine>();
List <LandedCostTranSplit> lcTranSplits = new List <LandedCostTranSplit>();
GetReceiptLinesToAllocate(receiptLines, lcTranSplits, iTran);
var lch = new LandedCostHelper(this, false);
List <LandedCostHelper.POReceiptLineAdjustment> result = lch.AllocateLCOverRCTLines(receiptLines, lcCode, iTran, lcTranSplits);
if (result.Count > 0)
{
if (result.Count == 1 && !result[0].Item1.InventoryID.HasValue)
{
noApplicableTransfers = !lch.HasApplicableTransfers;
noApplicableItems = true; //Skip Cost adjustment creation;
}
else
{
INAdjustmentEntry inGraph = PXGraph.CreateInstance <INAdjustmentEntry>();
if (autoReleaseIN)
{
inGraph.insetup.Current.RequireControlTotal = false;
inGraph.insetup.Current.HoldEntry = false;
}
CreateCostAjustment(inGraph, lcCode, iTran, result);
inGraphs[iTran.LCTranID.Value] = inGraph;
}
}
}
}
using (PXConnectionScope cs = new PXConnectionScope())
{
using (PXTransactionScope ts = new PXTransactionScope())
{
foreach (LandedCostTran iTran in aTranSet)
{
bool needUpdate = false;
LandedCostTran tran = this.landedCostTrans.Select(iTran.LCTranID);
if (apGraphs.ContainsKey(tran.LCTranID.Value))
{
APInvoiceEntry apGraph = apGraphs[iTran.LCTranID.Value];
apGraph.Save.Press();
tran.APDocType = apGraph.Document.Current.DocType;
tran.APRefNbr = apGraph.Document.Current.RefNbr;
if (!tran.APCuryInfoID.HasValue)
{
tran.APCuryInfoID = apGraph.Document.Current.CuryInfoID;
}
tran.Processed = true;
if (apGraph.Document.Current.Hold != true)
{
forReleaseAP.Add(apGraph.Document.Current);
}
if (aAPCreated != null)
{
aAPCreated.Add(apGraph.Document.Current);
}
needUpdate = true;
}
else if (combinations.ContainsKey(tran.LCTranID.Value))
{
//Its already saved at this point
APInvoiceEntry apGraph = apGraphs[combinations[tran.LCTranID.Value]];
tran.APDocType = apGraph.Document.Current.DocType;
tran.APRefNbr = apGraph.Document.Current.RefNbr;
if (!tran.APCuryInfoID.HasValue)
{
tran.APCuryInfoID = apGraph.Document.Current.CuryInfoID;
}
tran.Processed = true;
needUpdate = true;
}
if (inGraphs.ContainsKey(tran.LCTranID.Value))
{
INAdjustmentEntry inGraph = inGraphs[iTran.LCTranID.Value];
inGraph.Save.Press();
tran.INDocType = inGraph.adjustment.Current.DocType;
tran.INRefNbr = inGraph.adjustment.Current.RefNbr;
tran.Processed = true;
forReleaseIN.Add(inGraph.adjustment.Current);
if (aINCreated != null)
{
aINCreated.Add(inGraph.adjustment.Current);
}
needUpdate = true;
}
if (!needUpdate && tran.PostponeAP == true)
{
LandedCostCode lcCode = PXSelect <LandedCostCode, Where <LandedCostCode.landedCostCodeID, Equal <Required <LandedCostCode.landedCostCodeID> > > > .Select(this, iTran.LandedCostCodeID);
if (lcCode.AllocationMethod == LandedCostAllocationMethod.None)
{
tran.Processed = true;
needUpdate = true; //This combination needs no processing here but must be updated
}
}
if (needUpdate)
{
LandedCostTran copy = (LandedCostTran)this.landedCostTrans.Cache.CreateCopy(tran);
tran = this.landedCostTrans.Update(copy);
}
}
this.Actions.PressSave();
ts.Complete();
}
}
if (noApplicableTransfers == true)
{
throw new NoApplicableSourceException(Messages.LandedCostCannotBeDistributed);
}
if (noApplicableItems == true)
{
throw new NoApplicableSourceException(Messages.LandedCostAmountRemainderCannotBeDistributedMultyLines);
}
if (autoReleaseAP)
{
if (forReleaseAP.Count > 0)
{
APDocumentRelease.ReleaseDoc(forReleaseAP, true);
}
}
if (autoReleaseIN)
{
if (forReleaseIN.Count > 0)
{
INDocumentRelease.ReleaseDoc(forReleaseIN, false);
}
}
}
public static void ReleaseDoc(EPExpenseClaim claim)
{
APInvoiceEntry docgraph = PXGraph.CreateInstance <APInvoiceEntry>();
ExpenseClaimEntry expenseclaim = PXGraph.CreateInstance <ExpenseClaimEntry>();
if (claim.FinPeriodID == null)
{
throw new PXException(Messages.ReleaseClaimWithoutFinPeriod);
}
//docgraph.FieldVerifying.AddHandler<APInvoice.vendorLocationID>(APInterceptor);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
docgraph.vendor.Current = employee;
docgraph.location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo, Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = docgraph.currencyinfo.Insert(info);
APInvoice invoice = new APInvoice();
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = false;
invoice.OpenDoc = true;
invoice.DocDate = claim.DocDate;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.VendorID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.VendorLocationID = claim.LocationID;
invoice.APAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.APSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxZoneID = claim.TaxZoneID;
invoice = docgraph.Document.Insert(invoice);
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
if (epsetup.CopyNotesAP == true)
{
string note = PXNoteAttribute.GetNote(claimcache, claim);
if (note != null)
{
PXNoteAttribute.SetNote(docgraph.Document.Cache, invoice, note);
}
}
if (epsetup.CopyFilesAP == true)
{
Guid[] files = PXNoteAttribute.GetFileNotes(claimcache, claim);
if (files != null && files.Length > 0)
{
PXNoteAttribute.SetFileNotes(docgraph.Document.Cache, invoice, files);
}
}
using (PXConnectionScope cs = new PXConnectionScope())
{
using (PXTransactionScope ts = new PXTransactionScope())
{
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
foreach (PXResult <EPExpenseClaimDetails, Contract> res in PXSelectJoin <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID> > >,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
EPExpenseClaimDetails claimdetail = (EPExpenseClaimDetails)res;
Contract contract = (Contract)res;
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseclaim, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
APTran tran = new APTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
tran.CuryUnitCost = claimdetail.CuryUnitCost;
tran.Qty = claimdetail.Qty;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
tran.CuryLineAmt = claimdetail.CuryTranAmt;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == PM.PMProject.ProjectBaseType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = PM.ProjectDefaultAttribute.NonProject(docgraph);
}
tran.TaskID = claimdetail.TaskID;
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran = docgraph.Transactions.Insert(tran);
if (epsetup.CopyNotesAP == true)
{
string note = PXNoteAttribute.GetNote(claimdetailcache, claimdetail);
if (note != null)
{
PXNoteAttribute.SetNote(docgraph.Transactions.Cache, tran, note);
}
}
if (epsetup.CopyFilesAP == true)
{
Guid[] files = PXNoteAttribute.GetFileNotes(claimdetailcache, claimdetail);
if (files != null && files.Length > 0)
{
PXNoteAttribute.SetFileNotes(docgraph.Transactions.Cache, tran, files);
}
}
claimdetail.Released = true;
expenseclaim.ExpenseClaimDetails.Update(claimdetail);
}
foreach (EPTaxTran tax in PXSelect <EPTaxTran, Where <EPTaxTran.refNbr, Equal <Required <EPTaxTran.refNbr> > > > .Select(docgraph, claim.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);
}
}
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.Hold = false;
docgraph.Document.Update(invoice);
docgraph.Save.Press();
claim.Status = EPClaimStatus.Released;
claim.Released = true;
claim.APRefNbr = invoice.RefNbr;
claim.APDocType = invoice.DocType;
expenseclaim.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.VendorID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseclaim.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.TranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.VendorID;
tranhist.FinPeriodID = invoice.TranPeriodID;
tranhist = (EPHistory)expenseclaim.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseclaim.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseclaim.Save.Press();
ts.Complete();
}
}
if ((bool)epsetup.AutomaticReleaseAP == true)
{
List <APRegister> doclist = new List <APRegister>();
doclist.Add(docgraph.Document.Current);
APDocumentRelease.ReleaseDoc(doclist, false);
}
}
public static void ReleaseDoc(EPExpenseClaim claim)
{
#region prepare required variables
APInvoiceEntry docgraph = PXGraph.CreateInstance <APInvoiceEntry>();
ExpenseClaimEntry expenseClaimGraph = PXGraph.CreateInstance <ExpenseClaimEntry>();
var receipts = PXSelect <EPExpenseClaimDetails,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(expenseClaimGraph, claim.RefNbr).Select(
result => (EPExpenseClaimDetails)result).GroupBy(
item => Tuple.Create(
item.TaxZoneID,
item.TaxCalcMode
)).ToDictionary(x => x.Key, group => group.ToList());
if (receipts.Count() == 0)
{
receipts.Add(Tuple.Create(claim.TaxZoneID, claim.TaxCalcMode), new List <EPExpenseClaimDetails>());
}
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
List <APRegister> doclist = new List <APRegister>();
expenseClaimGraph.SelectTimeStamp();
#endregion
using (PXTransactionScope ts = new PXTransactionScope())
{
foreach (var res in receipts)
{
docgraph.Clear(PXClearOption.ClearAll);
docgraph.SelectTimeStamp();
docgraph.vendor.Current = employee;
docgraph.location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = docgraph.currencyinfo.Insert(info);
#region CreateInoiceHeader
APInvoice invoice = new APInvoice();
bool reversedDocument = false;
if (res.Value.Sum(_ => _.ClaimCuryTranAmtWithTaxes) < 0)
{
invoice.DocType = APInvoiceType.DebitAdj;
reversedDocument = true;
}
else
{
invoice.DocType = APInvoiceType.Invoice;
}
decimal signOperation;
if (reversedDocument)
{
signOperation = -1;
}
else
{
signOperation = 1;
}
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = false;
invoice.OpenDoc = true;
invoice.DocDate = claim.DocDate;
invoice.FinPeriodID = claim.FinPeriodID;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.VendorID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.VendorLocationID = claim.LocationID;
invoice.APAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.APSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxZoneID = res.Key.Item1;
invoice.TaxCalcMode = res.Key.Item2;
invoice.BranchID = claim.BranchID;
invoice.OrigModule = BatchModule.EP;
invoice.OrigRefNbr = claim.RefNbr;
invoice = docgraph.Document.Insert(invoice);
PXCache <CurrencyInfo> .RestoreCopy(info, infoOriginal);
info.CuryInfoID = invoice.CuryInfoID;
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
PXNoteAttribute.CopyNoteAndFiles(claimcache, claim, docgraph.Document.Cache, invoice, epsetup.GetCopyNoteSettings <PXModule.ap>());
#endregion
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
decimal?claimCuryTaxRoundDiff = 0m;
decimal?claimTaxRoundDiff = 0m;
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
#region AddDetails
decimal tipQty;
if (reversedDocument == claimdetail.ClaimCuryTranAmtWithTaxes < 0)
{
tipQty = 1;
}
else
{
tipQty = -1;
}
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <EPExpenseClaimDetails.contractID> > > > .SelectSingleBound(docgraph, null, claimdetail.ContractID);
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseClaimGraph, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
APTran tran = new APTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
decimal unitCost;
decimal amount;
decimal taxableAmt;
decimal taxAmt;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
unitCost = claimdetail.CuryUnitCost ?? 0m;
amount = claimdetail.CuryTaxableAmt ?? 0m;
taxableAmt = claimdetail.CuryTaxableAmtFromTax ?? 0m;
taxAmt = claimdetail.CuryTaxAmt ?? 0m;
}
else
{
if (claimdetail.CuryUnitCost == null || claimdetail.CuryUnitCost == 0m)
{
unitCost = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.UnitCost, out unitCost);
}
if (claimdetail.CuryTaxableAmt == null || claimdetail.CuryTaxableAmt == 0m)
{
amount = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmt, out amount);
}
if (claimdetail.CuryTaxableAmtFromTax == null || claimdetail.CuryTaxableAmtFromTax == 0m)
{
taxableAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmtFromTax, out taxableAmt);
}
if (claimdetail.CuryTaxAmt == null || claimdetail.CuryTaxAmt == 0m)
{
taxAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxAmt, out taxAmt);
}
}
tran.ManualPrice = true;
tran.CuryUnitCost = unitCost;
tran.Qty = claimdetail.Qty * signOperation;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
claimCuryTaxRoundDiff += (claimdetail.ClaimCuryTaxRoundDiff ?? 0m) * signOperation;
claimTaxRoundDiff += (claimdetail.ClaimTaxRoundDiff ?? 0m) * signOperation;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == PMProject.ProjectBaseType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = ProjectDefaultAttribute.NonProject();
}
tran.TaskID = claimdetail.TaskID;
tran.CostCodeID = claimdetail.CostCodeID;
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran.BranchID = claimdetail.BranchID;
tran = docgraph.Transactions.Insert(tran);
tran.CuryLineAmt = amount * signOperation;
tran.CuryTaxAmt = 0;
tran.CuryTaxableAmt = taxableAmt * signOperation;
tran.CuryTaxAmt = taxAmt * signOperation;
tran = docgraph.Transactions.Update(tran);
if ((claimdetail.CuryTipAmt ?? 0) != 0)
{
APTran tranTip = new APTran();
if (epsetup.NonTaxableTipItem == null)
{
throw new PXException(Messages.TipItemIsNotDefined);
}
IN.InventoryItem tipItem = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(docgraph, epsetup.NonTaxableTipItem);
if (tipItem == null)
{
string fieldname = PXUIFieldAttribute.GetDisplayName <EPSetup.nonTaxableTipItem>(docgraph.Caches[typeof(EPSetup)]);
throw new PXException(ErrorMessages.ValueDoesntExistOrNoRights, fieldname, epsetup.NonTaxableTipItem);
}
tranTip.InventoryID = epsetup.NonTaxableTipItem;
tranTip.TranDesc = tipItem.Descr;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
tranTip.CuryUnitCost = Math.Abs(claimdetail.CuryTipAmt ?? 0m);
tranTip.CuryTranAmt = claimdetail.CuryTipAmt * signOperation;
}
else
{
decimal tipAmt;
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TipAmt, out tipAmt);
tranTip.CuryUnitCost = Math.Abs(tipAmt);
tranTip.CuryTranAmt = tipAmt * signOperation;
}
tranTip.Qty = tipQty;
tranTip.UOM = tipItem.BaseUnit;
tranTip.NonBillable = claimdetail.Billable != true;
tranTip.Date = claimdetail.ExpenseDate;
tranTip.BranchID = claimdetail.BranchID;
tranTip = docgraph.Transactions.Insert(tranTip);
if (epsetup.UseReceiptAccountForTips == true)
{
tranTip.AccountID = claimdetail.ExpenseAccountID;
tranTip.SubID = claimdetail.ExpenseSubID;
}
else
{
tranTip.AccountID = tipItem.COGSAcctID;
Location companyloc = (Location)PXSelectJoin <Location,
InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>,
And <Location.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >,
Where <GL.Branch.branchID, Equal <Current <APInvoice.branchID> > > > .Select(docgraph);
PMTask task = PXSelect <PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(docgraph, claimdetail.ContractID, claimdetail.TaskID);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(claimdetailcache, claimdetail);
int?employee_SubID = (int?)docgraph.Caches[typeof(EPEmployee)].GetValue <EPEmployee.expenseSubID>(employee);
int?item_SubID = (int?)docgraph.Caches[typeof(IN.InventoryItem)].GetValue <IN.InventoryItem.cOGSSubID>(tipItem);
int?company_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cMPExpenseSubID>(companyloc);
int?project_SubID = (int?)docgraph.Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)docgraph.Caches[typeof(PMTask)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
object value = SubAccountMaskAttribute.MakeSub <EPSetup.expenseSubMask>(docgraph, epsetup.ExpenseSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.expenseSubID), typeof(IN.InventoryItem.cOGSSubID), typeof(Location.cMPExpenseSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
docgraph.Caches[typeof(APTran)].RaiseFieldUpdating <APTran.subID>(tranTip, ref value);
tranTip.SubID = (int?)value;
}
tranTip = docgraph.Transactions.Update(tranTip);
tranTip.TaxCategoryID = tipItem.TaxCategoryID;
tranTip.ProjectID = tran.ProjectID;
tranTip.TaskID = tran.TaskID;
tranTip = AddTaxes(docgraph, invoice, signOperation, claimdetail, tranTip, true);
tranTip = docgraph.Transactions.Update(tranTip);
}
PXNoteAttribute.CopyNoteAndFiles(claimdetailcache, claimdetail, docgraph.Transactions.Cache, tran, epsetup.GetCopyNoteSettings <PXModule.ap>());
claimdetail.Released = true;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
#endregion
tran = AddTaxes(docgraph, invoice, signOperation, claimdetail, tran, false);
}
#region legacy taxes
foreach (EPTaxAggregate tax in PXSelectReadonly <EPTaxAggregate,
Where <EPTaxAggregate.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
#region Add taxes
APTaxTran new_aptax = docgraph.Taxes.Search <APTaxTran.taxID>(tax.TaxID);
if (new_aptax == null)
{
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.CuryTaxableAmt = 0m;
new_aptax.CuryTaxAmt = 0m;
new_aptax.CuryExpenseAmt = 0m;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = (new_aptax.CuryTaxableAmt ?? 0m) + tax.CuryTaxableAmt * signOperation;
new_aptax.CuryTaxAmt = (new_aptax.CuryTaxAmt ?? 0m) + tax.CuryTaxAmt * signOperation;
new_aptax.CuryExpenseAmt = (new_aptax.CuryExpenseAmt ?? 0m) + tax.CuryExpenseAmt * signOperation;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
#endregion
}
#endregion
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.CuryTaxAmt = invoice.CuryTaxTotal;
invoice.Hold = false;
docgraph.Document.Update(invoice);
invoice.CuryTaxRoundDiff = invoice.CuryRoundDiff = invoice.CuryRoundDiff = claimCuryTaxRoundDiff;
invoice.TaxRoundDiff = invoice.RoundDiff = claimTaxRoundDiff;
bool inclusive = PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.inclusive> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0;
if ((invoice.TaxCalcMode == TaxCalculationMode.Gross &&
PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.calcOnItemAmt> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0) ||
inclusive)
{
decimal curyAdditionalDiff = -(invoice.CuryTaxRoundDiff ?? 0m) + (invoice.CuryTaxAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
decimal additionalDiff = -(invoice.TaxRoundDiff ?? 0m) + (invoice.TaxAmt ?? 0m) - (invoice.DocBal ?? 0m);
foreach (APTran line in docgraph.Transactions.Select())
{
curyAdditionalDiff += (line.CuryTaxableAmt ?? 0m) == 0m ? (line.CuryTranAmt ?? 0m) : (line.CuryTaxableAmt ?? 0m);
additionalDiff += (line.TaxableAmt ?? 0m) == 0m ? (line.TranAmt ?? 0m) : (line.TaxableAmt ?? 0m);
}
invoice.CuryTaxRoundDiff += curyAdditionalDiff;
invoice.TaxRoundDiff += additionalDiff;
}
docgraph.Document.Update(invoice);
docgraph.Save.Press();
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
claimdetail.APDocType = invoice.DocType;
claimdetail.APRefNbr = invoice.RefNbr;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
}
claim.Status = EPExpenseClaimStatus.ReleasedStatus;
claim.Released = true;
expenseClaimGraph.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.VendorID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.TranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.VendorID;
tranhist.FinPeriodID = invoice.TranPeriodID;
tranhist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseClaimGraph.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseClaimGraph.Save.Press();
doclist.Add(docgraph.Document.Current);
}
ts.Complete();
}
if ((bool)epsetup.AutomaticReleaseAP == true)
{
APDocumentRelease.ReleaseDoc(doclist, false);
}
}
public static void ReleasePayments(List <APPayment> list, string Action)
{
APReleaseChecks graph = PXGraph.CreateInstance <APReleaseChecks>();
APPaymentEntry pe = PXGraph.CreateInstance <APPaymentEntry>();
bool failed = false;
bool successed = false;
string NextCheckNbr = null;
List <APRegister> docs = new List <APRegister>(list.Count);
List <string> numbers = new List <string>();
Dictionary <string, int> stubs = new Dictionary <string, int>();
for (int i = 0; i < list.Count; i++)
{
if (list[i].Passed == true)
{
graph.TimeStamp = pe.TimeStamp = list[i].tstamp;
}
switch (Action)
{
case "R":
list[i].Printed = true;
break;
case "D":
PaymentMethodAccount det = PXSelect <PaymentMethodAccount, Where <PaymentMethodAccount.cashAccountID, Equal <Required <PaymentMethodAccount.cashAccountID> >, And <PaymentMethodAccount.paymentMethodID, Equal <Required <PaymentMethodAccount.paymentMethodID> > > > > .Select(graph, list[i].CashAccountID, list[i].PaymentMethodID);
if (det == null || det.APAutoNextNbr == false)
{
numbers.Add(list[i].ExtRefNbr);
stubs[list[i].ExtRefNbr] = (int)list[i].StubCntr;
//null out Check Number and delete used check number if StubCounter == 1
list[i].ExtRefNbr = null;
}
list[i].Printed = false;
break;
case "V":
//null out Check Number but do not delete it
list[i].StubCntr = -1;
list[i].ExtRefNbr = null;
list[i].Printed = false;
break;
default:
continue;
}
if ((bool)list[i].Printed)
{
try
{
APPrintChecks.AssignNumbers(pe, list[i], ref NextCheckNbr);
pe.Save.Press();
object[] persisted = PXTimeStampScope.GetPersisted(pe.Document.Cache, pe.Document.Current);
if (persisted == null || persisted.Length == 0)
{
//preserve timestamp which will be @@dbts after last record committed to db on previous Persist().
//otherwise another process updated APAdjust.
docs.Add(list[i]);
}
else
{
if (list[i].Passed == true)
{
pe.Document.Current.Passed = true;
}
docs.Add(pe.Document.Current);
}
successed = true;
}
catch (Exception e)
{
PXProcessing <APPayment> .SetError(i, e);
docs.Add(null);
failed = true;
}
}
else
{
try
{
list[i].Hold = true;
graph.APPaymentList.Cache.PersistUpdated(list[i]);
graph.APPaymentList.Cache.Persisted(false);
graph.TimeStamp = PXDatabase.SelectTimeStamp();
if (string.IsNullOrEmpty(list[i].ExtRefNbr))
{
//try to get next number
graph.APPaymentList.Cache.SetDefaultExt <APPayment.extRefNbr>(list[i]);
if (string.IsNullOrEmpty(list[i].ExtRefNbr) == false)
{
list[i].StubCntr = 1;
graph.APPaymentList.Cache.PersistUpdated(list[i]);
graph.APPaymentList.Cache.Persisted(false);
}
}
}
catch (Exception e)
{
PXProcessing <APPayment> .SetError(i, e);
}
docs.Add(null);
}
}
if (successed)
{
APDocumentRelease.ReleaseDoc(docs, true);
}
numbers.Sort();
for (int i = numbers.Count - 1; i >= 0; i--)
{
PaymentMethodAccount det = PXSelect <PaymentMethodAccount, Where <PaymentMethodAccount.cashAccountID, Equal <Required <PaymentMethodAccount.cashAccountID> >, And <PaymentMethodAccount.paymentMethodID, Equal <Required <PaymentMethodAccount.paymentMethodID> > > > > .Select(graph, list[0].CashAccountID, list[0].PaymentMethodID);
string lastnumber = AutoNumberAttribute.NextNumber(numbers[i], stubs[numbers[i]] - 1);
if (string.Equals(lastnumber, det.APLastRefNbr))
{
det.APLastRefNbr = AutoNumberAttribute.NextNumber(det.APLastRefNbr, -stubs[numbers[i]]);
graph.cashaccountdetail.Cache.PersistUpdated(det);
graph.cashaccountdetail.Cache.Persisted(false);
}
}
if (failed)
{
throw new PXException(GL.Messages.DocumentsNotReleased);
}
}
public virtual void ReleaseDocProc(EPExpenseClaim claim)
{
ExpenseClaimEntry expenseClaimGraph = PXGraph.CreateInstance <ExpenseClaimEntry>();
EPExpenseClaim checkClaim = PXSelectReadonly <EPExpenseClaim, Where <EPExpenseClaim.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(expenseClaimGraph, claim.RefNbr);
if (checkClaim.Released == true)
{
throw new PXException(Messages.AlreadyReleased);
}
var receipts = PXSelect <EPExpenseClaimDetails,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> >,
And <EPExpenseClaimDetails.released, Equal <False> > > >
.Select(expenseClaimGraph, claim.RefNbr)
.RowCast <EPExpenseClaimDetails>()
.ToArray();
IFinPeriodUtils finPeriodUtils = expenseClaimGraph.GetService <IFinPeriodUtils>();
if (claim.FinPeriodID != null)
{
finPeriodUtils.ValidateFinPeriod <EPExpenseClaimDetails>(receipts, m => claim.FinPeriodID, m => m.BranchID.SingleToArray());
}
List <APRegister> apDocs = new List <APRegister>();
using (var ts = new PXTransactionScope())
{
if (receipts.Any())
{
var receiptsByPaidWithType = receipts.GroupBy(receipt => receipt.PaidWith);
foreach (var receiptGroup in receiptsByPaidWithType)
{
List <APRegister> res = null;
if (receiptGroup.Key == EPExpenseClaimDetails.paidWith.PersonalAccount)
{
res = ReleaseClaimDetails <
Invoice, InvoiceMapping, APInvoiceEntry, APInvoiceEntry.APInvoiceEntryDocumentExtension>(
expenseClaimGraph, claim, receiptGroup, receiptGroup.Key);
}
else if (receiptGroup.Key == EPExpenseClaimDetails.paidWith.CardCompanyExpense)
{
res = ReleaseClaimDetails <
PaidInvoice, PaidInvoiceMapping, APQuickCheckEntry, APQuickCheckEntry.APQuickCheckEntryDocumentExtension>(
expenseClaimGraph, claim, receiptGroup, receiptGroup.Key);
}
else if (receiptGroup.Key == EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
res = ReleaseClaimDetails <
Invoice, InvoiceMapping, APInvoiceEntry, APInvoiceEntry.APInvoiceEntryDocumentExtension>(
expenseClaimGraph, claim, receiptGroup, receiptGroup.Key);
}
else
{
throw new NotImplementedException();
}
apDocs.AddRange(res);
}
}
else
{
apDocs = ReleaseClaimDetails <Invoice, InvoiceMapping, APInvoiceEntry, APInvoiceEntry.APInvoiceEntryDocumentExtension>(
expenseClaimGraph, claim, new EPExpenseClaimDetails[0], EPExpenseClaimDetails.paidWith.PersonalAccount);
}
ts.Complete();
}
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(this);
if (epsetup.AutomaticReleaseAP == true)
{
APDocumentRelease.ReleaseDoc(apDocs, false);
}
}
public static void ReleasePayments(List <APPayment> list, string Action)
{
APReleaseChecks releaseChecksGraph = CreateInstance <APReleaseChecks>();
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
bool failed = false;
bool successed = false;
List <APRegister> docs = new List <APRegister>(list.Count);
foreach (APPayment payment in list)
{
if (payment.Passed == true)
{
releaseChecksGraph.TimeStamp = pe.TimeStamp = payment.tstamp;
}
switch (Action)
{
case ReleaseChecksFilter.action.ReleaseChecks:
payment.Printed = true;
break;
case ReleaseChecksFilter.action.ReprintChecks:
case ReleaseChecksFilter.action.VoidAndReprintChecks:
payment.ExtRefNbr = null;
payment.Printed = false;
break;
default:
continue;
}
PXProcessing <APPayment> .SetCurrentItem(payment);
if (Action == ReleaseChecksFilter.action.ReleaseChecks)
{
try
{
pe.Document.Current = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
if (PaymentRefAttribute.PaymentRefMustBeUnique(pe.paymenttype.Current) && string.IsNullOrEmpty(payment.ExtRefNbr))
{
throw new PXException(ErrorMessages.FieldIsEmpty, typeof(APPayment.extRefNbr).Name);
}
payment.IsReleaseCheckProcess = true;
APPrintChecks.AssignNumbersWithNoAdditionalProcessing(pe, payment);
pe.Save.Press();
object[] persisted = PXTimeStampScope.GetPersisted(pe.Document.Cache, pe.Document.Current);
if (persisted == null || persisted.Length == 0)
{
//preserve timestamp which will be @@dbts after last record committed to db on previous Persist().
//otherwise another process updated APAdjust.
docs.Add(payment);
}
else
{
if (payment.Passed == true)
{
pe.Document.Current.Passed = true;
}
docs.Add(pe.Document.Current);
}
successed = true;
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
docs.Add(null);
failed = true;
}
}
if (Action == ReleaseChecksFilter.action.ReprintChecks || Action == ReleaseChecksFilter.action.VoidAndReprintChecks)
{
try
{
payment.IsPrintingProcess = true;
releaseChecksGraph.APPaymentList.Cache.SetValueExt <APPayment.printed>(payment, false);
releaseChecksGraph.APPaymentList.Cache.SetValueExt <APPayment.hold>(payment, false);
releaseChecksGraph.APPaymentList.Cache.SetValueExt <APPayment.extRefNbr>(payment, null);
releaseChecksGraph.APPaymentList.Cache.RaiseRowSelected(payment); //We need payment's status to be set correctly before persisting
// TODO: Need to rework. Use legal CRUD methods of caches!
releaseChecksGraph.APPaymentList.Cache.PersistUpdated(payment);
releaseChecksGraph.APPaymentList.Cache.Persisted(false);
releaseChecksGraph.TimeStamp = PXDatabase.SelectTimeStamp();
// delete check numbers only if Reprint (not Void and Reprint)
PaymentMethod pm = pe.paymenttype.Select(payment.PaymentMethodID);
if (pm.APPrintChecks == true && Action == ReleaseChecksFilter.action.ReprintChecks)
{
APPayment doc = payment;
new HashSet <string>(pe.Adjustments_Raw.Select(doc.DocType, doc.RefNbr)
.RowCast <APAdjust>()
.Select(adj => adj.StubNbr))
.ForEach(nbr => PaymentRefAttribute.DeleteCheck((int)doc.CashAccountID, doc.PaymentMethodID, nbr));
// sync PaymentMethodAccount.APLastRefNbr with actual last CashAccountCheck number
PaymentMethodAccount det = releaseChecksGraph.cashaccountdetail.SelectSingle(payment.CashAccountID, payment.PaymentMethodID);
PaymentRefAttribute.LastCashAccountCheckSelect.Clear(releaseChecksGraph);
CashAccountCheck cacheck = PaymentRefAttribute.LastCashAccountCheckSelect.SelectSingleBound(releaseChecksGraph, new object[] { det });
det.APLastRefNbr = cacheck?.CheckNbr;
releaseChecksGraph.cashaccountdetail.Cache.PersistUpdated(det);
releaseChecksGraph.cashaccountdetail.Cache.Persisted(false);
}
// END TODO
if (string.IsNullOrEmpty(payment.ExtRefNbr))
{
//try to get next number
releaseChecksGraph.APPaymentList.Cache.SetDefaultExt <APPayment.extRefNbr>(payment);
}
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
}
docs.Add(null);
}
}
if (successed)
{
APDocumentRelease.ReleaseDoc(docs, true);
}
if (failed)
{
throw new PXOperationCompletedWithErrorException(GL.Messages.DocumentsNotReleased);
}
}
public static void ReleasePayments(List <APPayment> list, string Action)
{
APReleaseChecks graph = CreateInstance <APReleaseChecks>();
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
bool failed = false;
bool successed = false;
List <APRegister> docs = new List <APRegister>(list.Count);
for (int i = 0; i < list.Count; i++)
{
if (list[i].Passed == true)
{
graph.TimeStamp = pe.TimeStamp = list[i].tstamp;
}
switch (Action)
{
case "R":
list[i].Printed = true;
break;
case "D":
case "V":
list[i].ExtRefNbr = null;
list[i].Printed = false;
break;
default:
continue;
}
if ((bool)list[i].Printed)
{
try
{
APPrintChecks.AssignNumbersWithNoAdditionalProcessing(pe, list[i]);
pe.Save.Press();
object[] persisted = PXTimeStampScope.GetPersisted(pe.Document.Cache, pe.Document.Current);
if (persisted == null || persisted.Length == 0)
{
//preserve timestamp which will be @@dbts after last record committed to db on previous Persist().
//otherwise another process updated APAdjust.
docs.Add(list[i]);
}
else
{
if (list[i].Passed == true)
{
pe.Document.Current.Passed = true;
}
docs.Add(pe.Document.Current);
}
successed = true;
}
catch (Exception e)
{
PXProcessing <APPayment> .SetError(i, e);
docs.Add(null);
failed = true;
}
}
else
{
try
{
list[i].Hold = true;
// TODO: Need to rework. Use legal CRUD methods of caches!
graph.APPaymentList.Cache.PersistUpdated(list[i]);
graph.APPaymentList.Cache.Persisted(false);
graph.TimeStamp = PXDatabase.SelectTimeStamp();
// delete check numbers only if Reprint (not Void and Reprint)
PaymentMethod pm = pe.paymenttype.Select(list[i].PaymentMethodID);
if (pm.APPrintChecks == true && Action == "D")
{
APPayment doc = list[i];
new HashSet <string>(pe.Adjustments_Raw.Select(doc.DocType, doc.RefNbr, doc.LineCntr)
.RowCast <APAdjust>()
.Select(adj => adj.StubNbr))
.ForEach(nbr => PaymentRefAttribute.DeleteCheck((int)doc.CashAccountID, doc.PaymentMethodID, nbr));
// sync PaymentMethodAccount.APLastRefNbr with actual last CashAccountCheck number
PaymentMethodAccount det = graph.cashaccountdetail.SelectSingle(list[i].CashAccountID, list[i].PaymentMethodID);
PaymentRefAttribute.LastCashAccountCheckSelect.Clear(graph);
CashAccountCheck cacheck = PaymentRefAttribute.LastCashAccountCheckSelect.SelectSingleBound(graph, new object[] { det });
det.APLastRefNbr = cacheck == null ? null : cacheck.CheckNbr;
graph.cashaccountdetail.Cache.PersistUpdated(det);
graph.cashaccountdetail.Cache.Persisted(false);
}
// END TODO
if (string.IsNullOrEmpty(list[i].ExtRefNbr))
{
//try to get next number
graph.APPaymentList.Cache.SetDefaultExt <APPayment.extRefNbr>(list[i]);
}
}
catch (Exception e)
{
PXProcessing <APPayment> .SetError(i, e);
}
docs.Add(null);
}
}
if (successed)
{
APDocumentRelease.ReleaseDoc(docs, true);
}
if (failed)
{
throw new PXException(GL.Messages.DocumentsNotReleased);
}
}
