public static void ReleaseRetainage(ARInvoiceEntry graph, ARInvoiceExt invoice, ARRetainageFilter 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;
ARInvoiceEntryRetainage retainageExt = graph.GetExtension <ARInvoiceEntryRetainage>();
ARInvoice retainageInvoice = retainageExt.ReleaseRetainageProc(invoice, retainageOptions, isAutoRelease);
graph.Save.Press();
if (isAutoRelease)
{
List <ARRegister> toRelease = new List <ARRegister>()
{
retainageInvoice
};
using (new PXTimeStampScope(null))
{
ARDocumentRelease.ReleaseDoc(toRelease, true);
}
}
}
public override void Initialize()
{
base.Initialize();
RetainageOptions releaseRetainageOptions = ReleaseRetainageOptions.Current;
PXAction action = Base.Actions["action"];
if (action != null)
{
action.AddMenuAction(releaseRetainage);
}
}
protected virtual void ARRetainageFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
ARRetainageFilter filter = e.Row as ARRetainageFilter;
if (filter == null)
{
return;
}
bool isAutoRelease = ARSetup.Current.RetainageInvoicesAutoRelease == true;
DocumentList.SetProcessDelegate(delegate(List <ARInvoiceExt> list)
{
ARInvoiceEntry graph = CreateInstance <ARInvoiceEntry>();
ARInvoiceEntryRetainage retainageExt = graph.GetExtension <ARInvoiceEntryRetainage>();
RetainageOptions retainageOptions = new RetainageOptions();
retainageOptions.DocDate = filter.DocDate;
retainageOptions.MasterFinPeriodID = FinPeriodIDAttribute.CalcMasterPeriodID <ARRetainageFilter.finPeriodID>(graph.Caches[typeof(ARRetainageFilter)], filter);
retainageExt.ReleaseRetainageProc(list, retainageOptions, isAutoRelease);
});
}
public virtual ARInvoice ReleaseRetainageProc(ARInvoice doc, RetainageOptions retainageOpts, bool isAutoRelease = false)
{
Base.Clear(PXClearOption.PreserveTimeStamp);
if (retainageOpts.CuryRetainageAmt <= 0 || retainageOpts.CuryRetainageAmt > doc.CuryRetainageUnreleasedAmt)
{
throw new PXException(AP.Messages.IncorrectRetainageAmount);
}
// Magic. We need to prevent rewriting of CurrencyInfo.IsReadOnly
// by true in CurrencyInfoView
//
Base.CurrentDocument.Cache.AllowUpdate = true;
PXResult <ARInvoice, CurrencyInfo, Terms, Customer> resultDoc =
ARInvoice_CurrencyInfo_Terms_Customer
.SelectSingleBound(Base, null, doc.DocType, doc.RefNbr, doc.CustomerID)
.Cast <PXResult <ARInvoice, CurrencyInfo, Terms, Customer> >()
.First();
CurrencyInfo info = resultDoc;
ARInvoice origInvoice = resultDoc;
Customer customer = resultDoc;
CurrencyInfo new_info = PXCache <CurrencyInfo> .CreateCopy(info);
new_info.CuryInfoID = null;
new_info.IsReadOnly = false;
new_info = PXCache <CurrencyInfo> .CreateCopy(Base.currencyinfo.Insert(new_info));
ARInvoice invoice = PXCache <ARInvoice> .CreateCopy(origInvoice);
invoice.CuryInfoID = new_info.CuryInfoID;
invoice.DocType = ARDocType.Invoice;
invoice.RefNbr = null;
invoice.LineCntr = null;
invoice.InvoiceNbr = origInvoice.InvoiceNbr;
// Must be set for _RowSelected event handler
//
invoice.OpenDoc = true;
invoice.Released = false;
Base.Document.Cache.SetDefaultExt <ARInvoice.isMigratedRecord>(invoice);
Base.Document.Cache.SetDefaultExt <ARInvoice.hold>(invoice);
invoice.BatchNbr = null;
invoice.ScheduleID = null;
invoice.Scheduled = false;
invoice.NoteID = null;
invoice.DueDate = null;
invoice.DiscDate = null;
invoice.CuryOrigDiscAmt = 0m;
invoice.OrigDocType = origInvoice.DocType;
invoice.OrigRefNbr = origInvoice.RefNbr;
invoice.OrigDocDate = origInvoice.DocDate;
invoice.CuryLineTotal = 0m;
invoice.IsTaxPosted = false;
invoice.IsTaxValid = false;
invoice.CuryVatTaxableTotal = 0m;
invoice.CuryVatExemptTotal = 0m;
invoice.CuryDocBal = 0m;
invoice.CuryOrigDocAmt = retainageOpts.CuryRetainageAmt;
invoice.Hold = !isAutoRelease && Base.ARSetup.Current.HoldEntry == true;
invoice.DocDate = retainageOpts.DocDate;
invoice.FinPeriodID = retainageOpts.FinPeriodID;
Base.ClearRetainageSummary(invoice);
invoice.RetainageApply = false;
invoice.IsRetainageDocument = true;
invoice = Base.Document.Insert(invoice);
if (new_info != null)
{
CurrencyInfo b_info = (CurrencyInfo)PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Current <ARInvoice.curyInfoID> > > > .Select(Base);
b_info.CuryID = new_info.CuryID;
b_info.CuryEffDate = new_info.CuryEffDate;
b_info.CuryRateTypeID = new_info.CuryRateTypeID;
b_info.CuryRate = new_info.CuryRate;
b_info.RecipRate = new_info.RecipRate;
b_info.CuryMultDiv = new_info.CuryMultDiv;
Base.currencyinfo.Update(b_info);
}
decimal retainagePercent = (decimal)(retainageOpts.CuryRetainageAmt / doc.CuryRetainageTotal);
PXResultset <ARTran> details = PXSelectGroupBy <ARTran,
Where <ARTran.tranType, Equal <Required <ARTran.tranType> >,
And <ARTran.refNbr, Equal <Required <ARTran.refNbr> >,
And <ARTran.curyRetainageAmt, NotEqual <decimal0> > > >,
Aggregate <
GroupBy <ARTran.taxCategoryID,
Sum <ARTran.curyRetainageAmt> > > >
.Select(Base, doc.DocType, doc.RefNbr);
ARTran tranNew = null;
decimal prevCuryTotal = 0m;
TaxCalc oldTaxCalc = TaxBaseAttribute.GetTaxCalc <ARTran.taxCategoryID>(Base.Transactions.Cache, null);
TaxBaseAttribute.SetTaxCalc <ARTran.taxCategoryID>(Base.Transactions.Cache, null, TaxCalc.ManualCalc);
foreach (ARTran detail in details)
{
// Create ARTran record for chosen retainage amount,
// clear all required fields to prevent tax calculation,
// discount calculation and retainage calculation.
// CuryUnitPrice = 0m and CuryExtPrice = 0m here to prevent their
// FieldDefaulting events, because in our case default value
// should be equal to zero.
//
tranNew = Base.Transactions.Insert(new ARTran
{
CuryUnitPrice = 0m,
CuryExtPrice = 0m
});
tranNew.BranchID = origInvoice.BranchID;
tranNew.TaxCategoryID = detail.TaxCategoryID;
tranNew.AccountID = origInvoice.RetainageAcctID;
tranNew.SubID = origInvoice.RetainageSubID;
tranNew.ProjectID = ProjectDefaultAttribute.NonProject();
tranNew.Qty = 0m;
tranNew.ManualDisc = true;
tranNew.DiscPct = 0m;
tranNew.CuryDiscAmt = 0m;
tranNew.RetainagePct = 0m;
tranNew.CuryRetainageAmt = 0m;
tranNew.CuryTaxableAmt = 0m;
tranNew.CuryTaxAmt = 0;
tranNew.GroupDiscountRate = 1m;
tranNew.DocumentDiscountRate = 1m;
using (new PXLocaleScope(customer.LocaleName))
{
tranNew.TranDesc = PXMessages.LocalizeFormatNoPrefix(
AP.Messages.RetainageForTransactionDescription,
ARDocTypeDict[origInvoice.DocType],
origInvoice.RefNbr);
}
prevCuryTotal = (retainageOpts.CuryRetainageAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
tranNew.CuryExtPrice = PXCurrencyAttribute.RoundCury(Base.Transactions.Cache, tranNew, (detail.CuryRetainageAmt ?? 0m) * retainagePercent);
tranNew = Base.Transactions.Update(tranNew);
}
ClearCurrentDocumentDiscountDetails();
// We should copy all taxes from the original document
// because it is possible to add or delete them.
//
foreach (ARTaxTran artaxtran in PXSelect <ARTaxTran,
Where <ARTaxTran.module, Equal <BatchModule.moduleAR>,
And <ARTaxTran.tranType, Equal <Required <ARTaxTran.tranType> >,
And <ARTaxTran.refNbr, Equal <Required <ARTaxTran.refNbr> > > > > >
.Select(Base, origInvoice.DocType, origInvoice.RefNbr)
.RowCast <ARTaxTran>()
.Where(row => row.CuryRetainedTaxAmt != 0m))
{
ARTaxTran new_artaxtran = Base.Taxes.Insert(new ARTaxTran
{
TaxID = artaxtran.TaxID
});
if (new_artaxtran != null)
{
new_artaxtran = PXCache <ARTaxTran> .CreateCopy(new_artaxtran);
new_artaxtran.TaxRate = artaxtran.TaxRate;
new_artaxtran = Base.Taxes.Update(new_artaxtran);
}
}
TaxBaseAttribute.SetTaxCalc <ARTran.taxCategoryID>(Base.Transactions.Cache, null, oldTaxCalc);
decimal diff = (retainageOpts.CuryRetainageAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
if (tranNew != null && diff != 0m)
{
HashSet <string> taxList = PXSelectJoin <ARTax,
InnerJoin <Tax, On <Tax.taxID, Equal <ARTax.taxID> > >,
Where <ARTax.tranType, Equal <Required <ARTax.tranType> >,
And <ARTax.refNbr, Equal <Required <ARTax.refNbr> >,
And <ARTax.lineNbr, Equal <Required <ARTax.lineNbr> >,
And <Tax.taxType, NotEqual <CSTaxType.use> > > > > >
.Select(Base, tranNew.TranType, tranNew.RefNbr, tranNew.LineNbr)
.RowCast <ARTax>()
.Select(row => row.TaxID)
.ToHashSet();
// To guarantee correct document total amount
// we should calculate last line total,
// including its taxes.
//
TaxAttribute.CalcTaxable calcClass = new TaxAttribute.CalcTaxable(false, TaxAttribute.TaxCalcLevelEnforcing.None);
decimal curyExtPrice = calcClass.CalcTaxableFromTotalAmount(
Base.Transactions.Cache,
tranNew,
taxList,
invoice.DocDate.Value,
prevCuryTotal);
tranNew.CuryExtPrice = curyExtPrice;
tranNew = Base.Transactions.Update(tranNew);
}
return(invoice);
}
public virtual IEnumerable ReleaseRetainage(PXAdapter adapter)
{
ARInvoice doc = Base.Document.Current;
if (doc != null &&
doc.DocType == ARDocType.Invoice &&
doc.RetainageApply == true &&
doc.CuryRetainageUnreleasedAmt > 0m)
{
ARRetainageInvoice retainageDoc = RetainageDocuments
.Select()
.RowCast <ARRetainageInvoice>()
.FirstOrDefault(row => row.Released != true);
if (retainageDoc != null)
{
throw new PXException(
AP.Messages.ReleaseRetainageNotReleasedDocument,
PXMessages.LocalizeNoPrefix(ARDocTypeDict[retainageDoc.DocType]),
retainageDoc.RefNbr,
PXMessages.LocalizeNoPrefix(ARDocTypeDict[doc.DocType]));
}
ARRegister reversingDoc;
if (Base.CheckReversingRetainageDocumentAlreadyExists(Base.Document.Current, out reversingDoc))
{
throw new PXException(
AP.Messages.ReleaseRetainageReversingDocumentExists,
PXMessages.LocalizeNoPrefix(ARDocTypeDict[doc.DocType]),
PXMessages.LocalizeNoPrefix(ARDocTypeDict[reversingDoc.DocType]),
reversingDoc.RefNbr);
}
Base.Save.Press();
RetainageOptions retainageOpts = ReleaseRetainageOptions.Current;
WebDialogResult wdr = ReleaseRetainageOptions.AskExt(
(graph, view) =>
{
retainageOpts.CuryRetainageTotal = doc.CuryRetainageUnreleasedAmt;
retainageOpts.RetainagePct = 100m;
retainageOpts.CuryRetainageAmt = doc.CuryRetainageUnreleasedAmt;
retainageOpts.CuryRetainageUnreleasedAmt = retainageOpts.CuryRetainageTotal - retainageOpts.CuryRetainageAmt;
},
true);
if (wdr == WebDialogResult.OK)
{
ARInvoice invoice = PXCache <ARInvoice> .CreateCopy(doc);
try
{
ReleaseRetainageProc(invoice, retainageOpts);
return(new List <ARInvoice> {
Base.Document.Current
});
}
catch (PXException)
{
Base.Clear(PXClearOption.PreserveTimeStamp);
Base.Document.Current = doc;
throw;
}
}
}
return(adapter.Get());
}
