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;
Vendor vendorRow = SharedFunctions.GetVendorRow(graphProcess, fsServiceOrderRow.BillCustomerID);
if (vendorRow == null)
{
throw new PXException(TX.Error.AP_POSTING_VENDOR_NOT_FOUND);
}
Base.FieldDefaulting.AddHandler <APInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
APInvoice apInvoiceRow = new APInvoice();
if (invtMult >= 0)
{
apInvoiceRow.DocType = APDocType.DebitAdj;
AutoNumberHelper.CheckAutoNumbering(Base, Base.APSetup.SelectSingle().DebitAdjNumberingID);
}
else
{
apInvoiceRow.DocType = APDocType.Invoice;
AutoNumberHelper.CheckAutoNumbering(Base, Base.APSetup.SelectSingle().InvoiceNumberingID);
}
apInvoiceRow.DocDate = invoiceDate;
apInvoiceRow.FinPeriodID = invoiceFinPeriodID;
apInvoiceRow = PXCache <APInvoice> .CreateCopy(Base.Document.Insert(apInvoiceRow));
initialHold = apInvoiceRow.Hold;
apInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, apInvoiceRow);
apInvoiceRow.VendorID = fsServiceOrderRow.BillCustomerID;
apInvoiceRow.VendorLocationID = fsServiceOrderRow.BillLocationID;
apInvoiceRow.CuryID = fsServiceOrderRow.CuryID;
apInvoiceRow.TaxZoneID = fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID;
apInvoiceRow.TaxCalcMode = fsAppointmentRow != null ? fsAppointmentRow.TaxCalcMode : fsServiceOrderRow.TaxCalcMode;
apInvoiceRow.SuppliedByVendorLocationID = fsServiceOrderRow.BillLocationID;
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, null, fsServiceOrderRow.BillCustomerID);
if (termsID == null)
{
termsID = fsSrvOrdTypeRow.DfltTermIDAP;
}
apInvoiceRow.FinPeriodID = invoiceFinPeriodID;
apInvoiceRow.TermsID = termsID;
apInvoiceRow.DocDesc = fsServiceOrderRow.DocDesc;
apInvoiceRow.Hold = true;
apInvoiceRow = Base.Document.Update(apInvoiceRow);
apInvoiceRow.TaxCalcMode = PX.Objects.TX.TaxCalculationMode.TaxSetting;
apInvoiceRow = Base.Document.Update(apInvoiceRow);
InvoicingFunctions.SetContactAndAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, apInvoiceRow);
}
IDocLine docLine = null;
APTran apTranRow = null;
FSxAPTran fsxAPTranRow = null;
PMTask pmTaskRow = null;
foreach (DocLineExt docLineExt in docLinesGrouped)
{
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
apTranRow = new APTran();
apTranRow = Base.Transactions.Insert(apTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.branchID>(apTranRow, docLine.BranchID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.inventoryID>(apTranRow, docLine.InventoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.uOM>(apTranRow, docLine.UOM);
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.AcctID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.accountID>(apTranRow, docLine.AcctID);
}
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.subID>(apTranRow, docLine.SubID);
}
catch (PXException)
{
apTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(graphProcess,
Base.Transactions.Cache,
null,
apTranRow,
null,
fsSrvOrdTypeRow,
apTranRow.BranchID,
apTranRow.InventoryID,
apInvoiceRow.VendorLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.taskID>(apTranRow, docLine.ProjectTaskID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.qty>(apTranRow, docLine.GetQty(FieldType.BillableField));
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.tranDesc>(apTranRow, docLine.TranDesc);
apTranRow = Base.Transactions.Update(apTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.curyUnitCost>(apTranRow, docLine.CuryUnitPrice * invtMult);
if (docLine.ProjectID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.projectID>(apTranRow, docLine.ProjectID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.taxCategoryID>(apTranRow, docLine.TaxCategoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.costCodeID>(apTranRow, docLine.CostCodeID);
if (docLine.IsBillable == false)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.manualDisc>(apTranRow, true);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.curyDiscAmt>(apTranRow, docLine.GetQty(FieldType.BillableField) * docLine.CuryUnitPrice * invtMult);
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.discPct>(apTranRow, docLine.DiscPct);
}
fsxAPTranRow = Base.Transactions.Cache.GetExtension <FSxAPTran>(apTranRow);
fsxAPTranRow.Source = docLine.BillingBy;
fsxAPTranRow.SOID = fsServiceOrderRow.SOID;
fsxAPTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxAPTranRow.BillCustomerID = fsServiceOrderRow.CustomerID;
fsxAPTranRow.CustomerLocationID = fsServiceOrderRow.LocationID;
fsxAPTranRow.SODetID = docLine.PostSODetID;
fsxAPTranRow.AppointmentID = docLine.PostAppointmentID;
fsxAPTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxAPTranRow.AppDetID = docLine.PostAppDetID;
if (docLine.BillingBy == ID.Billing_By.APPOINTMENT)
{
//// TODO AC-142850
////fsxAPTranRow.AppointmentDate = new DateTime(
//// fsAppointmentRow.ActualDateTimeBegin.Value.Year,
//// fsAppointmentRow.ActualDateTimeBegin.Value.Month,
//// fsAppointmentRow.ActualDateTimeBegin.Value.Day,
//// 0,
//// 0,
//// 0);
}
fsxAPTranRow.Mem_PreviousPostID = docLine.PostID;
fsxAPTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, apTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = apTranRow = Base.Transactions.Update(apTranRow);
if (onTransactionInserted != null)
{
onTransactionInserted(Base, apTranRow);
}
}
apInvoiceRow = Base.Document.Update(apInvoiceRow);
if (Base.APSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExtIfDifferent <APInvoice.curyOrigDocAmt>(apInvoiceRow, apInvoiceRow.CuryDocBal);
}
if (initialHold != true)
{
Base.Document.Cache.SetValueExtIfDifferent <APInvoice.hold>(apInvoiceRow, false);
}
apInvoiceRow = Base.Document.Update(apInvoiceRow);
}
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);
}
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 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);
}