public void btnCreateCashbook_AutoOffset_Click(object sender, EventArgs e)
{
var newCashbook = Sybiz.Vision.Platform.Cashbook.Transaction.Cashbook.NewObject(null);
try
{
var bankAccountId = GetBankAccountId();
var customerId = GetCustomerAccountId();
var offsetAmount = GetOffSetAmount();
newCashbook.BankAccount = bankAccountId;
newCashbook.OffsetMethod = Sybiz.Vision.Platform.Core.Enumerations.OffsetMethod.ByTransaction;
newCashbook.DefaultGroupReference = GetCashBookGroupReference();
newCashbook.Description = GetCashBookDescription();
Sybiz.Vision.Platform.Cashbook.Transaction.ICashbookTransactionLine line = default(Sybiz.Vision.Platform.Cashbook.Transaction.ICashbookTransactionLine);
line = CreateNewCashbookTransactionLine(newCashbook, Sybiz.Vision.Platform.Core.Enumerations.CashbookTransactionLineType.DR, customerId, offsetAmount, 0M, newCashbook.DefaultGroupReference, "DR OFFSET");
line.Description = "Customer Payment of Invoice";
Sybiz.Vision.Platform.Core.Transaction.ITransactionLineOffsets data = (Sybiz.Vision.Platform.Core.Transaction.ITransactionLineOffsets)line;
data.AutomaticallyOffset();
//Only process transactions that are processable, otherwise check if valid before saving.
//GetBrokenRuleInfo navigates to all children objects and gets all broken rules (including warnings and information messages)
if (newCashbook.IsProcessable)
{
newCashbook = newCashbook.Process();
MessageBox.Show($"Transaction succesfully created/processed for [{newCashbook.TransactionNumber}]");
}
else if (newCashbook.IsValid)
{
foreach (var rule in newCashbook.GetBrokenRuleInfo().Where(obj => obj.Severity == Csla.Validation.RuleSeverity.Error))
{
MessageBox.Show($"{rule.PropertyName} is broken on object {rule.ObjectLevel} because '{rule.Description}'");
}
newCashbook = newCashbook.Save();
MessageBox.Show($"Transaction succesfully saved for [{newCashbook.TransactionNumber}]");
}
}
catch (Exception ex)
{
foreach (var rule in newCashbook.GetBrokenRuleInfo().Where(obj => obj.Severity == Csla.Validation.RuleSeverity.Error))
{
MessageBox.Show($"{rule.PropertyName} is broken on object {rule.ObjectLevel} because '{rule.Description}'");
}
MessageBox.Show($"Error creating transaction {ex.Message}");
}
}
public void btnCreateCashbook_ByOffset_Click(object sender, EventArgs e)
{
var newCashbook = Sybiz.Vision.Platform.Cashbook.Transaction.Cashbook.NewObject(null);
try
{
var bankAccountId = GetBankAccountId();
var customerId = GetCustomerAccountId();
var transactionId = GetOffTransactionToOffset();
var offsetAmount = GetOffSetAmount();
newCashbook.BankAccount = bankAccountId;
newCashbook.OffsetMethod = Sybiz.Vision.Platform.Core.Enumerations.OffsetMethod.ByOffset;
newCashbook.DefaultGroupReference = GetCashBookGroupReference();
newCashbook.Description = GetCashBookDescription();
Sybiz.Vision.Platform.Cashbook.Transaction.ICashbookTransactionLine line = default(Sybiz.Vision.Platform.Cashbook.Transaction.ICashbookTransactionLine);
line = CreateNewCashbookTransactionLine(newCashbook, Sybiz.Vision.Platform.Core.Enumerations.CashbookTransactionLineType.DR, customerId, 0M, 0M, newCashbook.DefaultGroupReference, "DR OFFSET");
line.Description = "Customer Payment of Invoice";
//do this to load the list of offsets
var offsets = ((Sybiz.Vision.Platform.Cashbook.Transaction.CashbookLineDR)line).Offsets;
var offsetRecord = offsets.FirstOrDefault(ofs => ofs.TransactionId == transactionId && ofs.TransactionType == Sybiz.Vision.Platform.Core.Enumerations.TransactionType.SalesInvoice);
if (offsetRecord != null)
{
offsetRecord.Process = true; //setting this to true is optional as assigning a value will also set to true
offsetRecord.Amount = offsetAmount;
}
else
{
MessageBox.Show("Invalid transaction selection - process cancelled");
return;
}
//Only process transactions that are processable, otherwise check if valid before saving.
//GetBrokenRuleInfo navigates to all children objects and gets all broken rules (including warnings and information messages)
if (newCashbook.IsProcessable)
{
newCashbook = newCashbook.Process();
MessageBox.Show($"Transaction succesfully created/processed for [{newCashbook.TransactionNumber}]");
}
else if (newCashbook.IsValid)
{
foreach (var rule in newCashbook.GetBrokenRuleInfo().Where(obj => obj.Severity == Csla.Validation.RuleSeverity.Error))
{
MessageBox.Show($"{rule.PropertyName} is broken on object {rule.ObjectLevel} because '{rule.Description}'");
}
newCashbook = newCashbook.Save();
MessageBox.Show($"Transaction succesfully saved for [{newCashbook.TransactionNumber}]");
}
}
catch (Exception ex)
{
foreach (var rule in newCashbook.GetBrokenRuleInfo().Where(obj => obj.Severity == Csla.Validation.RuleSeverity.Error))
{
MessageBox.Show($"{rule.PropertyName} is broken on object {rule.ObjectLevel} because '{rule.Description}'");
}
MessageBox.Show($"Error creating transaction {ex.Message}");
}
//Use linq for this instead
//For Each offsetLine In offsets
// If Not offsetLine.Process AndAlso offsetLine.TransactionNumber.Equals(transactionReference) Then
// offsetLine.Process = True
// offsetLine.Amount = line.Total 'set Amount to how much you wish to pay - setting process to true assumes whole amount
// End If
//Next
}
