protected virtual void PMBillingRule_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row != null)
{
PXUIFieldAttribute.SetVisible <PMBillingRule.subMask>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.subMaskBudget>(sender, e.Row, row.Type == PMBillingType.Budget);
PXUIFieldAttribute.SetVisible <PMBillingRule.branchSourceBudget>(sender, e.Row, ShowBranchOptions() && row.Type == PMBillingType.Budget);
PXUIFieldAttribute.SetVisible <PMBillingRule.accountID>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.accountGroupID>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.amountFormula>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.qtyFormula>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.rateTypeID>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.noRateOption>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.includeNonBillable>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.includeZeroQty>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.includeZeroQty>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.groupByDate>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.groupByEmployee>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.groupByItem>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.groupByVendor>(sender, e.Row, row.Type == PMBillingType.Transaction);
PXUIFieldAttribute.SetVisible <PMBillingRule.branchSource>(sender, e.Row, ShowBranchOptions() && row.Type == PMBillingType.Transaction);
}
}
protected virtual void PMBillingRule_RowPersisting(PXCache sender, PXRowPersistingEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row == null)
{
return;
}
if (row.Type == PMBillingType.Transaction && row.AccountGroupID == null)
{
sender.RaiseExceptionHandling <PMBillingRule.accountGroupID>(row, null, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, typeof(PMBillingRule.accountGroupID).Name));
}
if (row.SubMaskBudget != null && row.SubMaskBudget.Contains('B') && row.SubID == null)
{
sender.RaiseExceptionHandling <PMBillingRule.subID>(row, null, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, typeof(PMBillingRule.subID).Name));
}
if (row.SubMask != null && row.SubMask.Contains('B') && row.SubID == null)
{
sender.RaiseExceptionHandling <PMBillingRule.subID>(row, null, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, typeof(PMBillingRule.subID).Name));
}
if (row.SubMask == null && PXAccess.FeatureInstalled <FeaturesSet.subAccount>())
{
sender.RaiseExceptionHandling <PMBillingRule.subMask>(row, null, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, typeof(PMBillingRule.subMask).Name));
}
if (row.SubMaskBudget == null && PXAccess.FeatureInstalled <FeaturesSet.subAccount>())
{
sender.RaiseExceptionHandling <PMBillingRule.subMaskBudget>(row, null, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, typeof(PMBillingRule.subMaskBudget).Name));
}
}
public BillingData(ARTran tran, PMBillingRule rule, PMTran pmTran, string subCD, string note, Guid[] files)
{
this.Tran = tran;
this.Rule = rule;
this.PMTran = pmTran;
this.SubCD = subCD;
this.Note = note;
this.Files = files;
}
protected virtual void PMBillingRule_CapsAccountGroupID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row != null && row.CapsAccountGroupID == null && (row.LimitAmt == true || row.LimitQty == true))
{
PMAccountGroup ag = PXSelect <PMAccountGroup> .Search <PMAccountGroup.groupID>(this, row.AccountGroupID);
e.NewValue = ag.GroupCD;
}
}
protected virtual void PMBillingRule_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row != null)
{
PXUIFieldAttribute.SetEnabled <PMBillingRule.capsAccountGroupID>(sender, e.Row,
(row.LimitAmt == true || row.LimitQty == true));
PXUIFieldAttribute.SetEnabled <PMBillingRule.accountID>(sender, e.Row, row.AccountSource != PMAccountSource.None);
PXUIFieldAttribute.SetEnabled <PMBillingRule.subID>(sender, e.Row, row.AccountSource != PMAccountSource.None);
PXUIFieldAttribute.SetEnabled <PMBillingRule.subMask>(sender, e.Row, row.AccountSource != PMAccountSource.None);
}
}
protected virtual void PMBillingRule_RowPersisting(PXCache sender, PXRowPersistingEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row != null)
{
if (row.CapsAccountGroupID == null && (row.LimitAmt == true || row.LimitQty == true))
{
sender.RaiseExceptionHandling <PMBillingRule.capsAccountGroupID>(row, null,
new PXSetPropertyException(
ErrorMessages.FieldIsEmpty,
typeof(PMBillingRule.capsAccountGroupID).Name));
}
}
}
protected virtual void PMBillingRule_AccountSource_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row == null)
{
return;
}
if (row.AccountSource == PMAccountSource.None)
{
row.AccountID = null;
row.SubID = null;
row.SubMask = null;
}
}
protected virtual List <PMTran> ReverseWipTask(PMTask task, PMBillingRule rule, DateTime billingDate)
{
List <PMTran> list = new List <PMTran>();
//usage:
PXSelectBase <PMTran> select = new PXSelect <PMTran,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.taskID, Equal <Required <PMTran.taskID> >,
And <PMTran.accountGroupID, Equal <Required <PMTran.accountGroupID> >,
And <PMTran.date, Less <Required <PMTran.date> >,
And <PMTran.billed, Equal <False>,
And <PMTran.released, Equal <True>,
And <PMTran.reversed, Equal <False> > > > > > > > >(this);
DateTime cuttofDate = billingDate; //all transactions excluding the current day.
ContractBillingSchedule schedule = PXSelect <ContractBillingSchedule> .Search <ContractBillingSchedule.contractID>(this, task.ProjectID);
if (schedule != null && schedule.Type == BillingType.OnDemand)
{
cuttofDate = billingDate.AddDays(1); //all transactions including the current day.
}
else
{
if (IncludeTodaysTransactions)
{
cuttofDate = billingDate.AddDays(1);
}
}
foreach (PMTran tran in select.Select(task.ProjectID, task.TaskID, rule.WipAccountGroupID, cuttofDate))
{
list.AddRange(ReverseTran(tran));
tran.Billed = true;
tran.BilledDate = billingDate;
Transactions.Update(tran);
}
return(list);
}
protected virtual void PMBillingRule_Type_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
PMBillingRule row = e.Row as PMBillingRule;
if (row == null)
{
return;
}
if (row.Type == PMBillingType.Budget)
{
row.AccountGroupID = null;
row.AccountSource = PMAccountSource.AccountGroup;
}
else
{
row.AccountSource = PMAccountSource.None;
}
row.AccountID = null;
row.SubID = null;
}
protected virtual List <BillingData> BillTask(PMTask task, PMBillingRule rule, DateTime billingDate)
{
PMProject project = PXSelect <PMProject, Where <PMProject.contractID, Equal <Required <PMProject.contractID> > > > .Select(this, task.ProjectID);
Customer customer = PXSelect <Customer, Where <Customer.bAccountID, Equal <Required <Customer.bAccountID> > > > .Select(this, project.CustomerID);
List <BillingData> list = new List <BillingData>();
Dictionary <int, decimal> availableQty = new Dictionary <int, decimal>();
Dictionary <int, ContractDetail> billingItems = new Dictionary <int, ContractDetail>();
//recurent Billing:
PXSelectBase <ContractDetail> selectBilling = new PXSelect <ContractDetail,
Where <ContractDetail.contractID, Equal <Required <ContractDetail.contractID> >,
And <ContractDetail.taskID, Equal <Required <ContractDetail.taskID> > > > >(this);
foreach (ContractDetail billing in selectBilling.Select(task.ProjectID, task.TaskID))
{
billingItems.Add(billing.InventoryID.Value, billing);
if (billing.Included > 0)
{
if (billing.ResetUsage == ResetUsageOption.OnBilling)
{
availableQty.Add(billing.InventoryID.Value, billing.Included.Value);
}
else
{
decimal qtyLeft = billing.Included.Value - billing.LastBilledQty ?? 0;
if (qtyLeft > 0)
{
availableQty.Add(billing.InventoryID.Value, qtyLeft);
}
}
}
bool bill = false;
if (billing.ResetUsage == ResetUsageOption.OnBilling)
{
bill = true;
}
else
{
if (billing.LastBilledDate == null)
{
bill = true;
}
}
if (bill)
{
ARTran arTran = new ARTran();
arTran.InventoryID = billing.InventoryID;
arTran.TranDesc = billing.Description;
arTran.Qty = billing.Included;
arTran.UOM = billing.UOM;
arTran.ExtPrice = billing.ItemFee;
arTran.TranAmt = arTran.ExtPrice;
arTran.ProjectID = task.ProjectID;
arTran.TaskID = task.TaskID;
arTran.Commissionable = false; //todo
string subCD = null;
#region Set Account and Subaccount
if (billing.AccountSource != PMAccountSource.None)
{
if (rule.AccountSource == PMAccountSource.RecurringBillingItem)
{
if (billing.AccountID != null)
{
arTran.AccountID = billing.AccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.BillingRuleAccountIsNotConfiguredForBillingRecurent, item.InventoryCD);
}
}
else if (billing.AccountSource == PMAccountSource.Project)
{
if (project.DefaultAccountID != null)
{
arTran.AccountID = project.DefaultAccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.ProjectAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, project.ContractCD);
}
}
else if (billing.AccountSource == PMAccountSource.Task)
{
if (task.DefaultAccountID != null)
{
arTran.AccountID = task.DefaultAccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.TaskAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, project.ContractCD, task.TaskCD);
}
}
else if (billing.AccountSource == PMAccountSource.InventoryItem)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
if (item != null)
{
if (item.SalesAcctID != null)
{
arTran.AccountID = item.SalesAcctID;
}
else
{
throw new PXException(Messages.InventoryAccountIsNotConfiguredForBillingRecurent, item.InventoryCD);
}
}
}
else if (billing.AccountSource == PMAccountSource.Customer && customer != null)
{
CR.Location customerLoc = PXSelect <CR.Location, Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .Select(this, customer.BAccountID, customer.DefLocationID);
if (customerLoc != null)
{
if (customerLoc.CSalesAcctID != null)
{
arTran.AccountID = customerLoc.CSalesAcctID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.CustomerAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, customer.AcctCD);
}
}
}
if (arTran.AccountID == null && !string.IsNullOrEmpty(billing.SubMask))
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.SubAccountCannotBeComposed, item.InventoryCD);
}
else if (arTran.AccountID != null && !string.IsNullOrEmpty(billing.SubMask))
{
subCD = PMRecurentBillSubAccountMaskAttribute.MakeSub <PMBillingRule.subMask>(this, billing.SubMask,
new object[] { billing.SubID, project.DefaultSubID, task.DefaultSubID },
new Type[] { typeof(PMBillingRule.subID), typeof(PMProject.defaultSubID), typeof(PMTask.defaultSubID) });
}
}
#endregion
list.Add(new BillingData(arTran, rule, null, subCD, null, null));
billing.LastBilledDate = billingDate;
ContractDetail.Update(billing);
}
}
int mult = 1;
PMAccountGroup ag = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(this, rule.AccountGroupID);
if (ag == null)
{
throw new PXException(Messages.AccountGroupInBillingRuleNotFound, rule.BillingID, rule.AccountGroupID);
}
if (ag.Type == GL.AccountType.Liability || ag.Type == GL.AccountType.Income)
{
mult = -1;
}
DateTime cuttofDate = billingDate; //all transactions excluding the current day.
ContractBillingSchedule schedule = PXSelect <ContractBillingSchedule> .Search <ContractBillingSchedule.contractID>(this, task.ProjectID);
if (schedule != null && schedule.Type == BillingType.OnDemand)
{
cuttofDate = billingDate.AddDays(1); //all transactions including the current day.
}
else
{
if (IncludeTodaysTransactions)
{
cuttofDate = billingDate.AddDays(1);
}
}
List <PMTran> billingBase = SelectBillingBase(task.ProjectID, task.TaskID, rule.AccountGroupID, cuttofDate,
rule.IncludeNonBillable == true);
foreach (PMTran tran in billingBase)
{
ARTran arTran = new ARTran();
arTran.BranchID = tran.BranchID;
if (tran.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
arTran.InventoryID = tran.InventoryID;
}
arTran.TranDesc = tran.Description;
arTran.UOM = tran.UOM;
arTran.Qty = tran.BillableQty * mult;
arTran.ExtPrice = tran.Amount * mult;
if (arTran.Qty != 0)
{
arTran.UnitPrice = arTran.ExtPrice / arTran.Qty;
}
else
{
arTran.UnitPrice = 0;
}
arTran.TranAmt = arTran.ExtPrice;
arTran.ProjectID = task.ProjectID;
arTran.TaskID = task.TaskID;
arTran.PMTranID = tran.TranID;
arTran.Commissionable = false; //todo
arTran.Date = tran.Date;
string subCD = null;
#region Set Account and Subaccount
int?employeeSubID = null;
if (tran.ResourceID != null)
{
EP.EPEmployee emp = PXSelect <EP.EPEmployee, Where <EP.EPEmployee.bAccountID, Equal <Required <EP.EPEmployee.bAccountID> > > > .Select(this, tran.ResourceID);
if (emp != null)
{
employeeSubID = emp.SalesSubID;
}
}
if (rule.AccountSource != PMAccountSource.None)
{
if (rule.AccountSource == PMAccountSource.BillingRule)
{
if (rule.AccountID != null)
{
arTran.AccountID = rule.AccountID;
}
else
{
throw new PXException(Messages.BillingRuleAccountIsNotConfiguredForBilling, rule.BillingID);
}
}
else if (rule.AccountSource == PMAccountSource.Project)
{
if (project.DefaultAccountID != null)
{
arTran.AccountID = project.DefaultAccountID;
}
else
{
throw new PXException(Messages.ProjectAccountIsNotConfiguredForBilling, rule.BillingID, project.ContractCD);
}
}
else if (rule.AccountSource == PMAccountSource.Task)
{
if (task.DefaultAccountID != null)
{
arTran.AccountID = task.DefaultAccountID;
}
else
{
throw new PXException(Messages.TaskAccountIsNotConfiguredForBilling, rule.BillingID, project.ContractCD, task.TaskCD);
}
}
else if (rule.AccountSource == PMAccountSource.InventoryItem)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, tran.InventoryID);
if (item != null)
{
if (item.SalesAcctID != null)
{
arTran.AccountID = item.SalesAcctID;
}
else
{
throw new PXException(Messages.InventoryAccountIsNotConfiguredForBilling, rule.BillingID, item.InventoryCD);
}
}
}
else if (rule.AccountSource == PMAccountSource.Customer && customer != null)
{
CR.Location customerLoc = PXSelect <CR.Location, Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .Select(this, customer.BAccountID, customer.DefLocationID);
if (customerLoc != null)
{
if (customerLoc.CSalesAcctID != null)
{
arTran.AccountID = customerLoc.CSalesAcctID;
}
else
{
throw new PXException(Messages.CustomerAccountIsNotConfiguredForBilling, rule.BillingID, customer.AcctCD);
}
}
}
else if (rule.AccountSource == PMAccountSource.Resource)
{
EP.EPEmployee emp = PXSelect <EP.EPEmployee, Where <EP.EPEmployee.bAccountID, Equal <Required <EP.EPEmployee.bAccountID> > > > .Select(this, tran.ResourceID);
if (emp != null)
{
if (emp.SalesAcctID != null)
{
arTran.AccountID = emp.SalesAcctID;
}
else
{
throw new PXException(Messages.EmployeeAccountIsNotConfiguredForBilling, rule.BillingID, emp.AcctCD);
}
}
}
if (arTran.AccountID == null && !string.IsNullOrEmpty(rule.SubMask))
{
throw new PXException(Messages.SubAccountCannotBeComposed, rule.BillingID);
}
else if (arTran.AccountID != null && !string.IsNullOrEmpty(rule.SubMask))
{
subCD = PMBillSubAccountMaskAttribute.MakeSub <PMBillingRule.subMask>(this, rule.SubMask,
new object[] { tran.SubID, rule.SubID, project.DefaultSubID, task.DefaultSubID, employeeSubID },
new Type[] { typeof(PMTran.subID), typeof(PMBillingRule.subID), typeof(PMProject.defaultSubID), typeof(PMTask.defaultSubID), typeof(EP.EPEmployee.salesSubID) });
}
}
#endregion
string note = PXNoteAttribute.GetNote(Transactions.Cache, tran);
Guid[] files = PXNoteAttribute.GetFileNotes(Transactions.Cache, tran);
list.Add(new BillingData(arTran, rule, tran, subCD, note, files));
if (billingItems.ContainsKey(tran.InventoryID.Value))
{
if (availableQty.ContainsKey(tran.InventoryID.Value))
{
decimal available = availableQty[tran.InventoryID.Value];
if (tran.BillableQty <= available)
{
//Transaction is already payed for as a post payment included. Thus it should be free.
arTran.TranDesc = PXMessages.LocalizeNoPrefix(CT.Messages.PrefixIncludedUsage) + " " + tran.Description;
availableQty[tran.InventoryID.Value] -= arTran.Qty.Value; //decrease available qty
arTran.UnitPrice = 0;
arTran.ExtPrice = 0;
arTran.TranAmt = 0;
}
else
{
arTran.TranDesc = PXMessages.LocalizeNoPrefix(CT.Messages.PrefixOverused) + " " + tran.Description;
arTran.Qty = arTran.Qty - available;
availableQty[tran.InventoryID.Value] = 0; //all available qty was used.
}
}
}
tran.Billed = true;
tran.BilledDate = billingDate;
Transactions.Update(tran);
}
return(list);
}
public override string GetInvoiceKey(string proformaTag, PMBillingRule rule)
{
return(base.GetInvoiceKey("P", null));
}