internal static CustomerOrderTransaction GetTransactionFromInvoice(InvoiceJournal invoice)
{
CustomerOrderTransaction transaction = (CustomerOrderTransaction)
SalesOrder.InternalApplication.BusinessLogic.Utility.CreateCustomerOrderTransaction(
ApplicationSettings.Terminal.StoreId,
ApplicationSettings.Terminal.StoreCurrency,
ApplicationSettings.Terminal.TaxIncludedInPrice,
SalesOrder.InternalApplication.Services.Rounding,
SalesOrder.InternalApplication.Services.SalesOrder);
// Get all the defaults
SalesOrder.InternalApplication.BusinessLogic.TransactionSystem.LoadTransactionStatus(transaction);
//General header properties
transaction.OrderId = invoice.SalesId;
transaction.OrderType = CustomerOrderType.SalesOrder;
transaction.QuotationId = invoice.SalesId;
transaction.OriginalOrderType = CustomerOrderType.SalesOrder;
transaction.OrderStatus = SalesStatus.Created;
transaction.LockPrices = true;
transaction.ExpirationDate = DateTime.Today;
transaction.RequestedDeliveryDate = DateTime.Today;
transaction.BeginDateTime = DateTime.Now;
transaction.Comment = string.Empty;
StoreDataManager storeDataManager = new StoreDataManager(
SalesOrder.InternalApplication.Settings.Database.Connection,
SalesOrder.InternalApplication.Settings.Database.DataAreaID);
// Customer info
ICustomer customer = SalesOrder.InternalApplication.BusinessLogic.CustomerSystem
.GetCustomerInfo(invoice.InvoiceAccount);
SalesOrder.InternalApplication.BusinessLogic.CustomerSystem
.SetCustomer(transaction, customer, customer);
// Items
foreach (InvoiceItem item in invoice.Items)
{
AddSalesItemToTransaction(
invoice.InvoiceId,
transaction,
storeDataManager,
item);
}
SalesOrder.InternalApplication.BusinessLogic.ItemSystem.CalculatePriceTaxDiscount(transaction);
transaction.CalculateAmountDue();
return(transaction);
}
internal static CustomerOrderTransaction GetTransactionFromInfo(CustomerOrderInfo orderInfo, SalesOrder salesOrderService)
{
CustomerOrderTransaction transaction = (CustomerOrderTransaction)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateCustomerOrderTransaction(
ApplicationSettings.Terminal.StoreId,
ApplicationSettings.Terminal.StoreCurrency,
ApplicationSettings.Terminal.TaxIncludedInPrice,
SalesOrder.InternalApplication.Services.Rounding,
salesOrderService);
// Get all the defaults
SalesOrder.InternalApplication.BusinessLogic.TransactionSystem.LoadTransactionStatus(transaction);
// General header properties
transaction.OrderId = orderInfo.Id;
transaction.OrderType = orderInfo.OrderType;
if (orderInfo.OrderType == CustomerOrderType.Quote)
{
transaction.QuotationId = orderInfo.Id;
}
transaction.OriginalOrderType = orderInfo.OrderType;
switch (orderInfo.OrderType)
{
case CustomerOrderType.Quote:
transaction.OrderStatus = GetSalesStatus((SalesQuotationStatus)orderInfo.Status);
break;
case CustomerOrderType.SalesOrder:
transaction.OrderStatus = GetSalesStatus((SalesOrderStatus)orderInfo.Status, (DocumentStatus)orderInfo.DocumentStatus);
break;
default:
transaction.OrderStatus = SalesStatus.Unknown;
NetTracer.Information("SalesOrder::CustomerOrderTransaction: CustomerOrderInfo OrderType is unknown: {0}", orderInfo.OrderType);
break;
}
transaction.LockPrices = true;
transaction.ExpirationDate = ParseDateString(orderInfo.ExpiryDateString, DateTime.Today);
// RequestedDeliveryDate is directly input from user. It is stored in the local timezone
transaction.RequestedDeliveryDate = ParseDateString(orderInfo.RequestedDeliveryDateString, DateTime.Today);
// CreationDate is stored in UTC. It needs to be converted to local time zone where order is accessed.
((IPosTransactionV2)transaction).BeginDateTime = ParseDateString(orderInfo.CreationDateString, DateTime.UtcNow, DateTimeStyles.AdjustToUniversal).ToLocalTime();
transaction.LocalHourOfDay = orderInfo.LocalHourOfDay;
((IPosTransactionV2)transaction).Comment = orderInfo.Comment;
// Header delivery
DM.StoreDataManager storeDataManager = new DM.StoreDataManager(
SalesOrder.InternalApplication.Settings.Database.Connection,
SalesOrder.InternalApplication.Settings.Database.DataAreaID);
transaction.WarehouseId = orderInfo.WarehouseId;
transaction.DeliveryMode = storeDataManager.GetDeliveryMode(orderInfo.DeliveryMode);
transaction.CurrencyCode = orderInfo.CurrencyCode;
foreach (var code in orderInfo.DiscountCodes)
{
transaction.DiscountCodes.AddLast(code);
}
// Header affiliation
DM.AffiliationDataManager affiliationDataManager = new DM.AffiliationDataManager(
SalesOrder.InternalApplication.Settings.Database.Connection,
SalesOrder.InternalApplication.Settings.Database.DataAreaID);
if (orderInfo.Affiliations != null && orderInfo.Affiliations.Any())
{
foreach (AffiliationInfo affiliationInfo in orderInfo.Affiliations)
{
transaction.AffiliationLines.AddLast(
new AffiliationItem()
{
RecId = affiliationInfo.AffiliationId,
LoyaltyTier = affiliationInfo.LoyaltyTierId,
AffiliationType = affiliationInfo.AffiliationType
});
}
}
// Customer info
ICustomerSystem customerSystem = SalesOrder.InternalApplication.BusinessLogic.CustomerSystem;
DM.CustomerDataManager customerDataManager = new DM.CustomerDataManager(
SalesOrder.InternalApplication.Settings.Database.Connection,
SalesOrder.InternalApplication.Settings.Database.DataAreaID);
DE.ICustomer customer = customerSystem.GetCustomerInfo(orderInfo.CustomerAccount);
// try to get the customer from transaction service
if (customer == null || customer.IsEmptyCustomer())
{
DE.ICustomer tempCustomer = SalesOrder.GetCustomerFromAX(orderInfo.CustomerAccount, customerSystem, customerDataManager);
if (tempCustomer != null)
{
customer = tempCustomer;
}
}
DE.ICustomer invoicedCustomer = customerSystem.GetCustomerInfo(customer.InvoiceAccount);
// try to get the invoicedCustomer from transaction service
if (invoicedCustomer == null || invoicedCustomer.IsEmptyCustomer())
{
DE.ICustomer tempinvoicedCustomer = SalesOrder.GetCustomerFromAX(customer.InvoiceAccount, customerSystem, customerDataManager);
if (tempinvoicedCustomer != null)
{
invoicedCustomer = tempinvoicedCustomer;
}
}
// If InvoiceCustomer is *still* blank/empty then fallback to Customer so that the UI fields are populated.
if (invoicedCustomer == null || invoicedCustomer.IsEmptyCustomer())
{
invoicedCustomer = customer;
}
customerSystem.SetCustomer(transaction, customer, invoicedCustomer);
if (transaction.DeliveryMode != null && !string.IsNullOrWhiteSpace(orderInfo.AddressRecordId))
{
DE.IAddress shippingAddress = customerDataManager.GetAddress(Int64.Parse(orderInfo.AddressRecordId));
customerSystem.SetShippingAddress(transaction, shippingAddress);
}
if (!string.IsNullOrEmpty(orderInfo.SalespersonStaffId))
{
// Sets the sales person id and name according to AX values
// This is done because we do not know whether the sales person information is available on this store
transaction.SalesPersonId = orderInfo.SalespersonStaffId;
transaction.SalesPersonName = orderInfo.SalespersonName;
DM.EmployeeDataManager employees = new DM.EmployeeDataManager(
SalesOrder.InternalApplication.Settings.Database.Connection,
SalesOrder.InternalApplication.Settings.Database.DataAreaID);
Employee employee = employees.GetEmployee(ApplicationSettings.Terminal.StoreId, orderInfo.SalespersonStaffId);
if (employee != null)
{
transaction.SalesPersonId = employee.StaffId;
transaction.SalesPersonName = employee.Name;
transaction.SalesPersonNameOnReceipt = employee.NameOnReceipt;
}
}
transaction.ChannelReferenceId = orderInfo.ChannelReferenceId;
if (transaction.LoyaltyItem != null && !string.IsNullOrEmpty(orderInfo.LoyaltyCardId))
{
transaction.LoyaltyItem.LoyaltyCardNumber = orderInfo.LoyaltyCardId;
}
transaction.ReceiptEmailAddress = orderInfo.Email;
transaction.TotalManualDiscountAmount = orderInfo.TotalManualDiscountAmount;
transaction.TotalManualPctDiscount = orderInfo.TotalManualDiscountPercentage;
DateTime earliestDeliveryDate = DateTime.MaxValue;
// Items
foreach (ItemInfo item in orderInfo.Items)
{
Collection <Tax.MiscellaneousCharge> lineCharges = new Collection <Tax.MiscellaneousCharge>();
foreach (ChargeInfo charge in item.Charges)
{
Tax.MiscellaneousCharge lineCharge = (Tax.MiscellaneousCharge)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateMiscellaneousCharge(
charge.Amount, charge.SalesTaxGroup, charge.TaxGroup, charge.Code, string.Empty, transaction);
lineCharges.Add(lineCharge);
}
// add item
SaleLineItem lineItem = (SaleLineItem)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateSaleLineItem(
ApplicationSettings.Terminal.StoreCurrency,
SalesOrder.InternalApplication.Services.Rounding,
transaction);
lineItem.Found = true;
lineItem.OrderLineRecordId = item.RecId;
lineItem.ItemId = item.ItemId;
lineItem.Quantity = item.Quantity;
lineItem.ReturnQtyAllowed = item.Quantity;
lineItem.SalesOrderUnitOfMeasure = item.Unit;
lineItem.Price = item.Price;
lineItem.NetAmount = item.NetAmount;
lineItem.QuantityOrdered = item.Quantity;
lineItem.QuantityPickedUp = item.QuantityPicked;
lineItem.DeliveryMode = storeDataManager.GetDeliveryMode(item.DeliveryMode);
lineItem.DeliveryDate = ParseDateString(item.RequestedDeliveryDateString, DateTime.Today);
lineItem.DeliveryStoreNumber = item.StoreId;
lineItem.DeliveryWarehouse = item.WarehouseId;
lineItem.SerialId = item.SerialId;
lineItem.BatchId = item.BatchId;
lineItem.HasBeenRecalled = true;
lineItem.SalesMarkup = item.SalesMarkup;
lineItem.Comment = string.IsNullOrEmpty(item.Comment) ? string.Empty : item.Comment;
lineItem.LineStatus = GetSalesStatus((SalesOrderStatus)item.Status);
lineItem.LineDiscount = item.LineDscAmount;
lineItem.PeriodicDiscount = item.PeriodicDiscount;
lineItem.PeriodicPctDiscount = item.PeriodicPercentageDiscount;
lineItem.LineManualDiscountAmount = item.LineManualDiscountAmount;
lineItem.LineManualDiscountPercentage = item.LineManualDiscountPercentage;
lineItem.TotalDiscount = item.TotalDiscount;
lineItem.TotalPctDiscount = item.TotalPctDiscount;
foreach (Tax.MiscellaneousCharge charge in lineCharges)
{
lineItem.MiscellaneousCharges.Add(charge);
}
if (lineItem.DeliveryMode != null && !string.IsNullOrWhiteSpace(item.AddressRecordId))
{
lineItem.ShippingAddress = customerDataManager.GetAddress(Int64.Parse(item.AddressRecordId));
}
lineItem.Dimension.VariantId = item.VariantId;
lineItem.Dimension.ColorId = item.ColorId;
lineItem.Dimension.StyleId = item.StyleId;
lineItem.Dimension.SizeId = item.SizeId;
lineItem.Dimension.ConfigId = item.ConfigId;
lineItem.Dimension.ColorName = item.ColorName;
lineItem.Dimension.StyleName = item.StyleName;
lineItem.Dimension.SizeName = item.SizeName;
lineItem.Dimension.ConfigName = item.ConfigName;
if (!string.IsNullOrEmpty(lineItem.Dimension.VariantId))
{
Dimensions dimension = (Dimensions)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateDimension();
dimension.VariantId = lineItem.Dimension.VariantId;
SalesOrder.InternalApplication.Services.Dimension.GetDimensionForVariant(dimension);
lineItem.Dimension = dimension;
}
if (item.Discounts.Count > 0)
{
lineItem.QuantityDiscounted = item.Quantity;
lineItem.LinePctDiscount = lineItem.CalculateLinePercentDiscount();
}
// create discount line from discount info object
foreach (DiscountInfo discountInfo in item.Discounts)
{
DiscountItem discountItem = ConvertToDiscountItem(
discountInfo.DiscountOriginType,
discountInfo.ManualDiscountType,
discountInfo.CustomerDiscountType,
discountInfo.EffectiveAmount,
discountInfo.DealPrice,
discountInfo.DiscountAmount,
discountInfo.Percentage,
discountInfo.PeriodicDiscountOfferId,
discountInfo.OfferName,
discountInfo.DiscountCode);
SalesOrder.InternalApplication.Services.Discount.AddDiscountLine(lineItem, discountItem);
}
// Set other default properties for this item
SalesOrder.InternalApplication.Services.Item.ProcessItem(lineItem, bypassSerialNumberEntry: true);
// Set tax info after defaults, as it may have been overridden.
lineItem.SalesTaxGroupId = item.SalesTaxGroup;
lineItem.SalesTaxGroupIdOriginal = item.SalesTaxGroup;
lineItem.TaxGroupId = item.ItemTaxGroup;
lineItem.TaxGroupIdOriginal = item.ItemTaxGroup;
// Add it to the transaction
transaction.Add(lineItem);
if (lineItem.DeliveryDate < earliestDeliveryDate)
{
earliestDeliveryDate = lineItem.DeliveryDate.HasValue ? lineItem.DeliveryDate.Value : earliestDeliveryDate;
}
}
// Once Items are populated - Reset Customer Tax Group
//GRW Linea comentada para poder recoger la orden de venta en una tienda distinta a la configurada en AX
//customerSystem.ResetCustomerTaxGroup(transaction);
// The order can be created through some other channel other than POS which has set header delivery date as NoDate.
// This must not be interpreted as a valid date. Instead the earliestDeliveryDate is used.
if (transaction.RequestedDeliveryDate == NoDate)
{
transaction.RequestedDeliveryDate = earliestDeliveryDate;
}
// Charges
foreach (ChargeInfo charge in orderInfo.Charges)
{
// add charges
Tax.MiscellaneousCharge newCharge = (Tax.MiscellaneousCharge)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateMiscellaneousCharge(
charge.Amount, charge.SalesTaxGroup, charge.TaxGroup, charge.Code, string.Empty, transaction);
transaction.Add(newCharge);
}
SalesOrder.InternalApplication.BusinessLogic.ItemSystem.CalculatePriceTaxDiscount(transaction);
transaction.CalculateAmountDue();
// Payments
// - total up amounts
// - add history entries
transaction.PrepaymentAmountPaid = decimal.Zero;
transaction.PrepaymentAmountInvoiced = decimal.Zero;
decimal nonPrepayments = decimal.Zero;
PaymentInfo pinfo = new PaymentInfo();
pinfo.Amount = -111;
pinfo.Currency = "MXN";
orderInfo.Payments.Add(pinfo);
foreach (PaymentInfo payment in orderInfo.Payments)
{
// sum up payments
decimal amount = (string.IsNullOrWhiteSpace(payment.Currency))
? payment.Amount
: (SalesOrder.InternalApplication.Services.Currency.CurrencyToCurrency(
payment.Currency,
ApplicationSettings.Terminal.StoreCurrency,
payment.Amount));
if (payment.Prepayment)
{
// Sum prepayments to track total deposits paid
transaction.PrepaymentAmountPaid += amount;
}
else
{
// Sum non-prepayments as base for calculating deposits applied to pickups
nonPrepayments += amount;
}
CustomerOrderPaymentHistory paymentHistory = (CustomerOrderPaymentHistory)SalesOrder.InternalApplication.BusinessLogic.Utility.CreateCustomerOrderPaymentHistory();
paymentHistory.Amount = payment.Amount;
paymentHistory.Currency = payment.Currency;
paymentHistory.Date = ParseDateString(payment.DateString, DateTime.MinValue);
paymentHistory.Balance = transaction.NetAmountWithTaxAndCharges - transaction.PrepaymentAmountPaid;
transaction.PaymentHistory.Add(paymentHistory);
}
// Prepayment/Deposit override info
transaction.PrepaymentAmountOverridden = orderInfo.PrepaymentAmountOverridden;
if (transaction.PrepaymentAmountOverridden)
{
transaction.PrepaymentAmountRequired = transaction.PrepaymentAmountPaid;
}
// Amount that has been previously invoiced (picked-up)
transaction.PreviouslyInvoicedAmount = orderInfo.PreviouslyInvoicedAmount;
// Portion of the prepayment that has been applied to invoices.
// If .PrepaymentAmountApplied is non-NULL then use the explicit amount, otherwise fall back to computing the amount based on payment history.
transaction.PrepaymentAmountInvoiced = orderInfo.PrepaymentAmountApplied
?? (transaction.PreviouslyInvoicedAmount - nonPrepayments);
transaction.HasLoyaltyPayment = orderInfo.HasLoyaltyPayment;
return(transaction);
}