public override void Persist()
{
foreach (DocumentSelection b in Document_Detail.Cache.Updated)
{
ARReleaseProcess.UpdateARBalances(this, b, -b.OrigDocAmt);
if (b.Voided == false)
{
b.Scheduled = true;
b.ScheduleID = Schedule_Header.Current.ScheduleID;
Document_Detail.Cache.Update(b);
}
ARReleaseProcess.UpdateARBalances(this, b, b.OrigDocAmt);
}
foreach (DocumentSelection b in Document_Detail.Cache.Deleted)
{
ARReleaseProcess.UpdateARBalances(this, b, -b.OrigDocAmt);
PXDBDefaultAttribute.SetDefaultForUpdate <DocumentSelection.scheduleID>(Document_Detail.Cache, b, false);
b.Voided = true;
b.OpenDoc = false;
b.Scheduled = false;
b.ScheduleID = null;
Document_Detail.Cache.SetStatus(b, PXEntryStatus.Updated);
Document_Detail.Cache.Update(b);
ARReleaseProcess.UpdateARBalances(this, b, b.OrigDocAmt);
}
base.Persist();
}
protected virtual void DocumentSelection_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e)
{
ARRegister documentAsRegister = e.Row as ARRegister;
if (documentAsRegister != null && documentAsRegister.Voided == false && documentAsRegister.Scheduled == false)
{
ARReleaseProcess.UpdateARBalances(this, documentAsRegister, -documentAsRegister.OrigDocAmt);
documentAsRegister.Scheduled = true;
documentAsRegister.ScheduleID = Schedule_Header.Current.ScheduleID;
ARReleaseProcess.UpdateARBalances(this, documentAsRegister, documentAsRegister.OrigDocAmt);
}
DocumentSelection document = e.Row as DocumentSelection;
if (document != null &&
!string.IsNullOrWhiteSpace(document.DocType) &&
!string.IsNullOrWhiteSpace(document.RefNbr) &&
PXSelectorAttribute.Select <DocumentSelection.refNbr>(cache, document) == null)
{
cache.RaiseExceptionHandling <DocumentSelection.refNbr>(
document,
document.RefNbr,
new PXSetPropertyException(AP.Messages.ReferenceNotValid));
Document_Detail.Cache.Remove(document);
}
}
public virtual void CreateWriteOff(ReasonCode reasonCode, string WOSubCD, DateTime?WODate, string WOFinPeriodID, ARRegister ardoc)
{
Int32?WOAccountID = reasonCode.AccountID;
if (WOAccountID == null)
{
throw new ArgumentNullException("WOAccountID");
}
if (WOSubCD == null)
{
throw new ArgumentNullException("WOSubCD");
}
this.Clear();
customer.Current = null;
_CustomerID = ardoc.CustomerID;
ARPayment payment = new ARPayment();
payment.BranchID = ardoc.BranchID;
payment = PXCache <ARPayment> .CreateCopy(this.Document.Insert(payment));
payment.CustomerID = ardoc.CustomerID;
payment.CustomerLocationID = ardoc.CustomerLocationID;
payment.AdjDate = WODate;
payment.AdjFinPeriodID = WOFinPeriodID;
payment.DocDate = WODate;
payment.FinPeriodID = WOFinPeriodID;
payment.CuryID = ardoc.CuryID;
payment.ARAccountID = WOAccountID;
payment.Hold = false;
payment.DocDesc = reasonCode.Descr;
payment = this.Document.Update(payment);
this.Document.Cache.SetValueExt <ARPayment.aRSubID>(payment, WOSubCD);
ARAdjust adj = new ARAdjust();
adj.AdjdDocType = ardoc.DocType;
adj.AdjdRefNbr = ardoc.RefNbr;
adj = this.Adjustments.Insert(adj);
Document.Current.CuryDocBal += (decimal)adj.CuryAdjgAmt;
Document.Current.DocBal += (decimal)adj.AdjAmt;
Document.Current.CuryOrigDocAmt += (decimal)adj.CuryAdjgAmt;
Document.Current.OrigDocAmt += (decimal)adj.AdjAmt;
ARReleaseProcess.UpdateARBalances(this, Document.Current, adj.AdjAmt);
if (Document.Cache.GetStatus(Document.Current) == PXEntryStatus.Notchanged)
{
Document.Cache.SetStatus(Document.Current, PXEntryStatus.Updated);
}
this.Actions.PressSave();
}
public decimal Round(decimal amount, int curyPlaces)
{
if (this._rounding == RoundingType.Currency)
{
return(decimal.Round(amount, curyPlaces));
}
else
{
return(ARReleaseProcess.RoundAmount(amount, this._rounding, this._precision).Value);
}
}
public override void UpdateARBalances(PXCache cache, object newRow, object oldRow)
{
if (oldRow != null)
{
ARInvoice oldARRow = Document.Cache.GetMain((Document)oldRow) as ARInvoice;
ARReleaseProcess.UpdateARBalances(cache.Graph, (ARInvoice)oldARRow, -((ARInvoice)oldARRow).OrigDocAmt);
}
if (newRow != null)
{
ARInvoice newARRow = Document.Cache.GetMain((Document)newRow) as ARInvoice;
ARReleaseProcess.UpdateARBalances(cache.Graph, (ARInvoice)newARRow, ((ARInvoice)newARRow).OrigDocAmt);
}
}
public override void UpdateARBalances(PXCache cache, Object newRow, Object oldRow)
{
if (oldRow != null)
{
SOOrder oldSORow = Document.Cache.GetMain((Document)oldRow) as SOOrder;
ARReleaseProcess.UpdateARBalances(cache.Graph, oldSORow, -(oldSORow).UnbilledOrderTotal, -(oldSORow.OpenOrderTotal));
}
if (newRow != null)
{
SOOrder newSORow = Document.Cache.GetMain((Document)newRow) as SOOrder;
ARReleaseProcess.UpdateARBalances(cache.Graph, newSORow, (newSORow).UnbilledOrderTotal, newSORow.OpenOrderTotal);
}
}
protected virtual void DocumentSelection_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e)
{
ARRegister ap = e.Row as ARRegister;
if (ap != null && ap.Voided == false && ap.Scheduled == false)
{
ARReleaseProcess.UpdateARBalances(this, ap, -ap.OrigDocAmt);
ap.Scheduled = true;
ap.ScheduleID = Schedule_Header.Current.ScheduleID;
ARReleaseProcess.UpdateARBalances(this, ap, ap.OrigDocAmt);
}
}
public static Amount CalculateSalesPostingAmount(PXGraph graph, DRSchedule customSchedule)
{
var netLinesAmount = new Amount(0m, 0m);
var processedTrans = new HashSet <ARTran>();
foreach (PXResult <ARTran, ARRegister, ARTax, Tax> item in PXSelectJoin <
ARTran,
InnerJoin <ARRegister, On <ARTran.tranType, Equal <ARRegister.docType>,
And <ARTran.refNbr, Equal <ARRegister.refNbr> > >,
LeftJoin <ARTax,
On <ARTran.tranType, Equal <ARTax.tranType>,
And <ARTran.refNbr, Equal <ARTax.refNbr>,
And <ARTran.lineNbr, Equal <ARTax.lineNbr> > > >,
LeftJoin <Tax,
On <Tax.taxID, Equal <ARTax.taxID> > > > >,
Where <ARTran.tranType, Equal <Required <ARInvoice.docType> >,
And <ARTran.refNbr, Equal <Required <ARInvoice.refNbr> >,
And <ARTran.deferredCode, IsNull,
And <Where <ARTran.lineType, IsNull,
Or <ARTran.lineType, NotEqual <SO.SOLineType.discount> > > > > > > >
.Select(graph, customSchedule.DocType, customSchedule.RefNbr))
{
ARTran line = item;
ARRegister register = item;
ARTax artax = item;
Tax tax = item;
if (processedTrans.Contains(line))
{
continue;
}
var netLineAmount = ARReleaseProcess.GetSalesPostingAmount(graph, register, line, artax, tax,
amnt => PXDBCurrencyAttribute.Round(graph.Caches[typeof(ARTran)], line, amnt, CMPrecision.TRANCURY));
netLinesAmount += netLineAmount;
processedTrans.Add(line);
}
return(netLinesAmount);
}
public virtual void CreateWriteOff(ReasonCode reasonCode, string WOSubCD, DateTime?WODate, string WOFinPeriodID, ARRegister ardoc)
{
Int32?WOAccountID = reasonCode.AccountID;
if (WOAccountID == null)
{
throw new ArgumentNullException("WOAccountID");
}
if (WOSubCD == null)
{
throw new ArgumentNullException("WOSubCD");
}
this.Clear();
customer.Current = null;
_CustomerID = ardoc.CustomerID;
ARInvoice payment = new ARInvoice();
payment.BranchID = ardoc.BranchID;
payment = PXCache <ARInvoice> .CreateCopy(this.Document.Insert(payment));
payment.CustomerID = ardoc.CustomerID;
payment.CustomerLocationID = ardoc.CustomerLocationID;
payment.DocDate = WODate;
payment.FinPeriodID = WOFinPeriodID;
payment.CuryID = ardoc.CuryID;
payment.ARAccountID = WOAccountID;
payment.Hold = false;
payment.AdjCntr = -1;
payment.DocDesc = reasonCode.Descr;
payment = this.Document.Update(payment);
this.Document.Cache.SetValueExt <ARInvoice.aRSubID>(payment, WOSubCD);
ARAddressAttribute.DefaultRecord <ARInvoice.billAddressID>(Document.Cache, payment);
ARContactAttribute.DefaultRecord <ARInvoice.billContactID>(Document.Cache, payment);
ARAdjust adj = new ARAdjust();
adj.AdjgDocType = ardoc.DocType;
adj.AdjgRefNbr = ardoc.RefNbr;
adj.AdjNbr = payment.AdjCntr;
adj.AdjdCuryInfoID = Document.Current.CuryInfoID;
adj.AdjdOrigCuryInfoID = Document.Current.CuryInfoID;
adj = this.Adjustments.Insert(adj);
Document.Current.CuryDocBal += (decimal)adj.CuryAdjdAmt;
Document.Current.DocBal += (decimal)adj.AdjAmt;
Document.Current.CuryOrigDocAmt += (decimal)adj.CuryAdjdAmt;
Document.Current.OrigDocAmt += (decimal)adj.AdjAmt;
ARReleaseProcess.UpdateARBalances(this, Document.Current, adj.AdjAmt);
Document.Cache.MarkUpdated(Document.Current);
this.Actions.PressSave();
}
public static void CreatePayments(List <ARRegister> list, ARWriteOffFilter filter)
{
if (string.IsNullOrEmpty(filter.ReasonCode))
{
throw new PXException(Messages.ReasonCodeIsRequired);
}
bool failed = false;
IARWriteOffEntry pe = null;
if (filter.WOType == ARDocType.SmallBalanceWO)
{
pe = PXGraph.CreateInstance <ARSmallBalanceWriteOffEntry>();
}
else
{
pe = PXGraph.CreateInstance <ARSmallCreditWriteOffEntry>();
}
List <ARRegister> orig = list;
list = new List <ARRegister>(orig);
List <ARRegister> paylist = new List <ARRegister>();
List <int> paybind = new List <int>();
var cache = (pe as PXGraph).Caches[typeof(ARRegisterEx)];
list = list.OrderBy(doc => new Tuple <string, string, string, string, string>(
(string)(cache.GetValueExt <ARRegisterEx.branchID>(doc) as PXFieldState).Value,
doc.CuryID,
(string)(cache.GetValueExt <ARRegisterEx.customerID>(doc) as PXFieldState).Value,
doc.DocType,
doc.RefNbr
)).ToList();
for (int i = 0; i < list.Count; i++)
{
ARRegisterEx doc = (ARRegisterEx)list[i];
int idx = orig.IndexOf(doc);
try
{
ReasonCode reasonCode = PXSelect <ReasonCode, Where <ReasonCode.reasonCodeID, Equal <Required <ReasonCode.reasonCodeID> > > > .Select((PXGraph)pe, doc.ReasonCode ?? filter.ReasonCode);
if (reasonCode == null)
{
throw new PXException(PXMessages.LocalizeFormatNoPrefixNLA(Messages.ReasonCodeNotFound, filter.ReasonCode));
}
Location customerLocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <Location.bAccountID> >,
And <Location.locationID, Equal <Required <Location.locationID> > > > > .Select((PXGraph)pe, doc.CustomerID, doc.CustomerLocationID);
CRLocation companyLocation = PXSelectJoin <CRLocation,
InnerJoin <BAccountR, On <CRLocation.bAccountID, Equal <BAccountR.bAccountID>, And <CRLocation.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >, Where <Branch.branchID, Equal <Required <Branch.branchID> > > > .Select((PXGraph)pe, doc.BranchID);
object value = null;
if (reasonCode.Usage == ReasonCodeUsages.BalanceWriteOff || reasonCode.Usage == ReasonCodeUsages.CreditWriteOff)
{
value = ReasonCodeSubAccountMaskAttribute.MakeSub <ReasonCode.subMask>((PXGraph)pe, reasonCode.SubMask,
new object[] { reasonCode.SubID, customerLocation.CSalesSubID, companyLocation.CMPSalesSubID },
new Type[] { typeof(ReasonCode.subID), typeof(Location.cSalesSubID), typeof(CRLocation.cMPSalesSubID) });
}
else
{
throw new PXException(Messages.InvalidReasonCode);
}
ARReleaseProcess.EnsureNoUnreleasedVoidPaymentExists((pe as PXGraph), doc, Common.Messages.ActionWrittenOff);
pe.CreateWriteOff(reasonCode, value.ToString(), filter.WODate, filter.WOFinPeriodID, doc);
if (pe.ARDocument != null && !paylist.Contains(pe.ARDocument))
{
paylist.Add(pe.ARDocument);
paybind.Add(idx);
}
}
catch (Exception e)
{
PXProcessing <ARRegister> .SetError(idx, e);
failed = true;
}
}
if (paylist.Count > 0)
{
try
{
ARDocumentRelease.ReleaseDoc(paylist, false);
}
catch (PXMassProcessException e)
{
PXProcessing <ARRegister> .SetError(paybind[e.ListIndex], e.InnerException);
failed = true;
}
}
if (failed)
{
throw new PXException(GL.Messages.DocumentsNotReleased);
}
}