public static void InsertFSSODetFromOpportunity(ServiceOrderEntry graphServiceOrder,
PXCache cacheOpportunityProducts,
CRSetup crSetupRow,
CROpportunityProducts crOpportunityProductRow,
FSxCROpportunityProducts fsxCROpportunityProductsRow,
InventoryItem inventoryItemRow)
{
if (graphServiceOrder == null ||
crOpportunityProductRow == null ||
fsxCROpportunityProductsRow == null ||
inventoryItemRow == null)
{
return;
}
//Insert a new SODet line
FSSODet fsSODetRow = new FSSODet();
UpdateFSSODetFromOpportunity(graphServiceOrder.ServiceOrderDetails.Cache,
fsSODetRow,
crOpportunityProductRow,
fsxCROpportunityProductsRow,
SharedFunctions.GetLineTypeFromInventoryItem(inventoryItemRow));
SharedFunctions.CopyNotesAndFiles(cacheOpportunityProducts,
graphServiceOrder.ServiceOrderDetails.Cache,
crOpportunityProductRow, graphServiceOrder.ServiceOrderDetails.Current,
crSetupRow.CopyNotes,
crSetupRow.CopyFiles);
}
public virtual void CreateServiceOrderDocument(OpportunityMaint graphOpportunityMaint, CROpportunity crOpportunityRow, FSCreateServiceOrderFilter fsCreateServiceOrderFilterRow)
{
if (graphOpportunityMaint == null ||
crOpportunityRow == null ||
fsCreateServiceOrderFilterRow == null)
{
return;
}
ServiceOrderEntry graphServiceOrderEntry = PXGraph.CreateInstance <ServiceOrderEntry>();
FSServiceOrder newServiceOrderRow = CRExtensionHelper.InitNewServiceOrder(fsCreateServiceOrderFilterRow.SrvOrdType, ID.SourceType_ServiceOrder.OPPORTUNITY);
CRSetup crSetupRow = GetCRSetup();
graphServiceOrderEntry.ServiceOrderRecords.Current = graphServiceOrderEntry.ServiceOrderRecords.Insert(newServiceOrderRow);
CRExtensionHelper.UpdateServiceOrderHeader(graphServiceOrderEntry,
Base.Opportunity.Cache,
crOpportunityRow,
fsCreateServiceOrderFilterRow,
graphServiceOrderEntry.ServiceOrderRecords.Current,
Base.Opportunity_Contact.Current,
Base.Opportunity_Address.Current,
true);
SharedFunctions.CopyNotesAndFiles(Base.Opportunity.Cache,
graphServiceOrderEntry.ServiceOrderRecords.Cache,
crOpportunityRow, graphServiceOrderEntry.ServiceOrderRecords.Current,
crSetupRow.CopyNotes,
crSetupRow.CopyFiles);
foreach (CROpportunityProducts crOpportunityProductsRow in graphOpportunityMaint.Products.Select())
{
if (crOpportunityProductsRow.InventoryID != null)
{
InventoryItem inventoryItemRow = SharedFunctions.GetInventoryItemRow(graphServiceOrderEntry, crOpportunityProductsRow.InventoryID);
if (inventoryItemRow.StkItem == true &&
graphServiceOrderEntry.ServiceOrderTypeSelected.Current.PostTo == ID.SrvOrdType_PostTo.ACCOUNTS_RECEIVABLE_MODULE)
{
throw new PXException(TX.Error.STOCKITEM_NOT_HANDLED_BY_SRVORDTYPE, inventoryItemRow.InventoryCD);
}
FSxCROpportunityProducts fsxCROpportunityProductsRow = graphOpportunityMaint.Products.Cache.GetExtension <FSxCROpportunityProducts>(crOpportunityProductsRow);
CRExtensionHelper.InsertFSSODetFromOpportunity(graphServiceOrderEntry, graphOpportunityMaint.Products.Cache, crSetupRow, crOpportunityProductsRow, fsxCROpportunityProductsRow, inventoryItemRow);
}
}
graphServiceOrderEntry.ServiceOrderRecords.Current.SourceRefNbr = crOpportunityRow.OpportunityID;
if (!Base.IsContractBasedAPI)
{
throw new PXRedirectRequiredException(graphServiceOrderEntry, null);
}
}
protected override BAccount CreateMaster(BusinessAccountMaint graph, AccountConversionOptions config)
{
var param = AccountInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
object cd = param.BAccountID;
graph.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = graph.BAccount.Insert(new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ParentBAccountID = document.ParentBAccountID,
CampaignSourceID = document.CampaignID,
});
account.ClassID = param.AccountClass; // In case of (param.AccountClass == null) constructor fills ClassID with default value, so we have to set this directly.
CRCustomerClass ocls = PXSelect <
CRCustomerClass,
Where <
CRCustomerClass.cRCustomerClassID, Equal <Required <CRCustomerClass.cRCustomerClassID> > > >
.SelectSingleBound(graph, null, account.ClassID);
if (ocls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
account.WorkgroupID = document.WorkgroupID;
account.OwnerID = document.OwnerID;
}
account = graph.BAccount.Update(account);
if (param.LinkContactToAccount == true)
{
// in case of opportunity
Contact contact = PXSelect <Contact, Where <Contact.contactID, Equal <Required <CROpportunity.contactID> > > > .Select(graph, document.RefContactID);
if (contact != null)
{
graph.Answers.CopyAttributes(account, contact);
contact.BAccountID = account.BAccountID;
graph.Contacts.Update(contact);
}
}
var defContact = graph.DefContact.SelectSingle()
?? throw new InvalidOperationException("Cannot get Contact for Business Account."); // just to ensure
MapContact(docContact, account, ref defContact);
MapConsentable(docContact, defContact);
defContact = graph.DefContact.Update(defContact);
var defAddress = graph.AddressCurrent.SelectSingle()
?? throw new InvalidOperationException("Cannot get Address for Business Account."); // just to ensure
MapAddress(docAddress, account, ref defAddress);
defAddress = graph.AddressCurrent.Update(defAddress);
CR.Location location = graph.DefLocation.Select();
location.DefAddressID = defAddress.AddressID;
location.CTaxZoneID = document.TaxZoneID; // Saving tax zone before ReverseDocumentUpdate() removes it
graph.DefLocation.Update(location);
ReverseDocumentUpdate(graph, account);
FillRelations(graph.Relations, account);
FillAttributes(graph.Answers, account);
TransferActivities(graph, account);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), GetMain(document), graph.CurrentBAccount.Cache, account, setup);
return(account);
}
protected override Contact CreateMaster(ContactMaint graph, ContactConversionOptions _)
{
var entity = Documents.Current;
var param = ContactInfo.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docContactMethod = ContactMethod.Current ?? ContactMethod.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
Contact contact = new Contact
{
ContactType = ContactTypesAttribute.Person,
ParentBAccountID = entity.ParentBAccountID
};
MapContact(docContact, contact);
MapConsentable(docContact, contact);
contact.FirstName = param.FirstName;
contact.LastName = param.LastName;
contact.Salutation = param.Salutation;
contact.Phone1 = param.Phone1;
contact.Phone1Type = param.Phone1Type;
contact.EMail = param.Email;
contact.ContactType = ContactTypesAttribute.Person;
contact.ParentBAccountID = entity.ParentBAccountID;
contact.BAccountID = entity.BAccountID;
contact.Source = entity.Source;
MapContactMethod(docContactMethod, contact);
var address = (Address)graph.AddressCurrent.Cache.CreateInstance();
address = graph.AddressCurrent.Insert(address);
contact = graph.Contact.Insert(contact);
contact.ClassID = param.ContactClass;
CRContactClass cls = PXSelect <
CRContactClass,
Where <
CRContactClass.classID, Equal <Required <CRContactClass.classID> > > >
.SelectSingleBound(graph, null, contact.ClassID);
if (cls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
contact.WorkgroupID = entity.WorkgroupID;
contact.OwnerID = entity.OwnerID;
}
MapAddress(docAddress, address);
address = (Address)graph.AddressCurrent.Cache.Update(address);
contact.DefAddressID = address.AddressID;
contact = graph.Contact.Update(contact);
ReverseDocumentUpdate(graph, contact);
FillRelations(graph.Relations, contact);
FillAttributes(graph.Answers, contact);
TransferActivities(graph, contact);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), Documents.Cache.GetMain(entity), graph.Contact.Cache, contact, setup);
return(graph.Contact.Update(contact));
}