protected void ARInvoice_RowPersisting(PXCache sender, PXRowPersistingEventArgs e, PXRowPersisting del)
{
ARInvoice invoice = (ARInvoice)e.Row;
if (invoice != null)
{
ARRegisterExt ext = PXCache <PX.Objects.AR.ARRegister> .GetExtension <ARRegisterExt>((PX.Objects.AR.ARInvoice) e.Row);
//Validate fields
if ((e.Operation & PXDBOperation.Command) != PXDBOperation.Delete && ext != null)
{
if (ext.UsrContractTypeID == null)
{
throw new PXSetPropertyException <ARRegisterExt.usrContractTypeID>(
"Enter a Contract Type.", PXErrorLevel.Error);
}
if (ext.UsrLineofBusiness == null)
{
throw new PXSetPropertyException <ARRegisterExt.usrLineofBusiness>(
"Enter a Line of Business.", PXErrorLevel.Error);
}
if (invoice.DocType == ARDocType.DebitMemo ||
invoice.DocType == ARDocType.CreditMemo ||
invoice.DocType == ARDocType.SmallCreditWO)
{
if (ext.UsrReasonCodeID == null)
{
throw new PXSetPropertyException <ARRegisterExt.usrReasonCodeID>(
"Enter a Reason Code.", PXErrorLevel.Error);
}
}
}
/* Document level discount */
// Initializing the data view
PXSelectBase <ARTran> select = new PXSelect <ARTran, Where <ARTran.tranType, Equal <Current <ARInvoice.docType> >,
And <ARTran.refNbr, Equal <Current <ARInvoice.refNbr> >,
And <ARTran.deferredCode, IsNotNull> > >,
OrderBy <Asc <ARTran.tranType, Asc <ARTran.refNbr, Asc <ARTran.lineNbr> > > > >(Base);
// Executing the data view
PX.Objects.AR.ARTran trandeferredCode = select.SelectWindowed(0, 1, null);
// Set the defferral code to first line item
if (trandeferredCode != null)
{
foreach (ARTran tran in Base.Discount_Row.Select())
{
Base.Discount_Row.Current = tran;
Base.Discount_Row.Current.DeferredCode = trandeferredCode.DeferredCode;
Base.Discount_Row.Update(Base.Discount_Row.Current);
}
}
}
del(sender, e);
}
public virtual IAddressBase GetToAddress(ARInvoice invoice, ARTran tran)
{
if (invoice.OrigModule == BatchModule.SO)
{
var soLine =
PXSelectJoin <SOAddress,
InnerJoin <SOOrder, On <SOOrder.shipAddressID, Equal <SOAddress.addressID> >,
LeftJoin <SOLine, On <SOLine.orderType, Equal <SOOrder.orderType>,
And <SOLine.orderNbr, Equal <SOOrder.orderNbr> > >,
LeftJoin <Carrier, On <Carrier.carrierID, Equal <SOOrder.shipVia> > > > >,
Where <SOOrder.orderType, Equal <Current <ARTran.sOOrderType> >,
And <SOOrder.orderNbr, Equal <Current <ARTran.sOOrderNbr> >,
And <Where <Current2 <ARTran.sOOrderLineNbr>, IsNull,
Or <Current2 <ARTran.sOOrderLineNbr>, Equal <SOLine.lineNbr> > > > > > >
.SelectSingleBound(Base, new[] { tran }).AsEnumerable()
.Cast <PXResult <SOAddress, SOOrder, SOLine, Carrier> >()
.FirstOrDefault();
var dropShipAddress = GetDropShipDestinationAddress(tran, soLine);
if (dropShipAddress != null)
{
return(dropShipAddress);
}
var shipLine =
PXSelectJoin <SOAddress,
InnerJoin <SOShipment, On <SOShipment.shipAddressID, Equal <SOAddress.addressID> >,
LeftJoin <SOShipLine, On <SOShipLine.shipmentType, Equal <SOShipment.shipmentType>,
And <SOShipLine.shipmentNbr, Equal <SOShipment.shipmentNbr> > >,
LeftJoin <Carrier, On <Carrier.carrierID, Equal <SOShipment.shipVia> > > > >,
Where <SOShipment.shipmentType, Equal <Current <ARTran.sOShipmentType> >,
And <SOShipment.shipmentNbr, Equal <Current <ARTran.sOShipmentNbr> >,
And <Where <Current2 <ARTran.sOShipmentLineNbr>, IsNull,
Or <Current2 <ARTran.sOShipmentLineNbr>, Equal <SOShipLine.lineNbr> > > > > > >
.SelectSingleBound(Base, new[] { tran }).AsEnumerable()
.Cast <PXResult <SOAddress, SOShipment, SOShipLine, Carrier> >()
.FirstOrDefault();
bool isCommonCarrier = shipLine == null
? ((Carrier)soLine)?.IsCommonCarrier == true
: ((Carrier)shipLine)?.IsCommonCarrier == true;
if (tran.SiteID != null && isCommonCarrier == false)
{
return(GetFromAddress(invoice, tran));
}
return((tran.LineType == SOLineType.Freight || tran.SOShipmentLineNbr != null ? (SOAddress)shipLine : null).With(ValidAddressFrom <SOShipment.shipAddressID>)
?? (tran.LineType == SOLineType.Freight || tran.SOOrderLineNbr != null ? (SOAddress)soLine : null).With(ValidAddressFrom <SOOrder.shipAddressID>)
?? GetToAddress(invoice));
}
return(GetToAddress(invoice));
}
protected virtual IEnumerable documentList()
{
foreach (ARInvoiceExt doc in PXSelect <ARInvoiceExt> .Select(this))
{
bool hasUnreleasedDocument = false;
foreach (PXResult <ARRetainageInvoice, ARTran> res in PXSelectJoin <ARRetainageInvoice,
LeftJoin <ARTran, On <ARRetainageInvoice.paymentsByLinesAllowed, Equal <True>,
And <ARTran.tranType, Equal <ARRetainageInvoice.docType>,
And <ARTran.refNbr, Equal <ARRetainageInvoice.refNbr>,
And <ARTran.origLineNbr, Equal <Required <ARTran.origLineNbr> > > > > > >,
Where <ARRetainageInvoice.isRetainageDocument, Equal <True>,
And <ARRetainageInvoice.origDocType, Equal <Required <ARInvoice.docType> >,
And <ARRetainageInvoice.origRefNbr, Equal <Required <ARInvoice.refNbr> >,
And <ARRetainageInvoice.released, NotEqual <True> > > > > >
.SelectSingleBound(this, null, doc.ARTranLineNbr, doc.DocType, doc.RefNbr))
{
ARRetainageInvoice invoice = res;
ARTran tran = res;
if (invoice.PaymentsByLinesAllowed != true ||
tran.LineNbr != null)
{
hasUnreleasedDocument = true;
}
}
if (!hasUnreleasedDocument)
{
ARRetainageFilter filter = Filter.Current;
bool hasProjectTransaction = true;
if (doc.PaymentsByLinesAllowed != true &&
(filter.ProjectTaskID != null ||
filter.AccountGroupID != null ||
filter.CostCodeID != null ||
filter.InventoryID != null))
{
ARTran projectTran = SearchProjectTransaction(doc);
hasProjectTransaction = projectTran != null;
}
if (hasProjectTransaction)
{
yield return(doc);
}
}
}
}
protected void buyPlasticBag()
{
ARTran aRTran = Base.Transactions.Cache.CreateInstance() as ARTran;
TWNGUIPreferences GUIPreferences = SelectFrom <TWNGUIPreferences> .View.Select(Base);
if (GUIPreferences.PlasticBag == null)
{
throw new MissingMemberException(TWMessages.NoPlasticBag);
}
aRTran.InventoryID = GUIPreferences.PlasticBag;
aRTran.Qty = 1;
Base.Transactions.Cache.Insert(aRTran);
}
protected virtual void InsertDetails(ARInvoiceEntry invoiceEntry, ARInvoice scheduledInvoice, ARInvoice newInvoice)
{
foreach (ARTran originalLine in PXSelect <
ARTran,
Where <
ARTran.tranType, Equal <Required <ARTran.tranType> >,
And <ARTran.refNbr, Equal <Required <ARTran.refNbr> >,
And <Where <
ARTran.lineType, IsNull,
Or <ARTran.lineType, NotEqual <SOLineType.discount> > > > > > >
.Select(invoiceEntry, scheduledInvoice.DocType, scheduledInvoice.RefNbr))
{
ARTran newLine = PXCache <ARTran> .CreateCopy(originalLine);
newLine.FinPeriodID = null;
newLine.TranPeriodID = null;
newLine.RefNbr = null;
newLine.CuryInfoID = null;
newLine.ManualPrice = true;
newLine.ManualDisc = true;
newLine.NoteID = null;
newLine = invoiceEntry.Transactions.Insert(newLine);
PXNoteAttribute.CopyNoteAndFiles(Caches[typeof(ARTran)], originalLine, invoiceEntry.Transactions.Cache, newLine);
}
foreach (ARInvoiceDiscountDetail originalDiscountDetail in PXSelect <
ARInvoiceDiscountDetail,
Where <
ARInvoiceDiscountDetail.docType, Equal <Required <ARInvoiceDiscountDetail.docType> >,
And <ARInvoiceDiscountDetail.refNbr, Equal <Required <ARInvoiceDiscountDetail.refNbr> > > > >
.Select(invoiceEntry, scheduledInvoice.DocType, scheduledInvoice.RefNbr))
{
ARInvoiceDiscountDetail newDiscountDetail =
PXCache <ARInvoiceDiscountDetail> .CreateCopy(originalDiscountDetail);
newDiscountDetail.RefNbr = null;
newDiscountDetail.CuryInfoID = null;
newDiscountDetail.IsManual = true;
DiscountEngineProvider.GetEngineFor <ARTran, ARInvoiceDiscountDetail>().InsertDiscountDetail(invoiceEntry.ARDiscountDetails.Cache, invoiceEntry.ARDiscountDetails, newDiscountDetail);
}
}
protected virtual IAddressBase GetFromAddress(ARInvoice invoice, ARTran tran)
{
if (invoice.OrigModule == BatchModule.SO)
{
var soLine =
PXSelectJoin <Address,
InnerJoin <INSite, On <INSite.addressID, Equal <Address.addressID> >,
InnerJoin <SOLine, On <SOLine.siteID, Equal <INSite.siteID> > > >,
Where <SOLine.orderType, Equal <Current <ARTran.sOOrderType> >,
And <SOLine.orderNbr, Equal <Current <ARTran.sOOrderNbr> >,
And <SOLine.lineNbr, Equal <Current <ARTran.sOOrderLineNbr> > > > > >
.SelectSingleBound(Base, new[] { tran })
.Cast <PXResult <Address, INSite, SOLine> >()
.FirstOrDefault();
return(GetDropShipOriginAddress(tran, soLine)
?? PXSelectJoin <Address,
InnerJoin <INSite, On <INSite.addressID, Equal <Address.addressID> >,
InnerJoin <SOShipLine, On <SOShipLine.siteID, Equal <INSite.siteID>,
And <SOShipLine.shipmentType, Equal <Current <ARTran.sOShipmentType> > > > > >,
Where <SOShipLine.shipmentNbr, Equal <Current <ARTran.sOShipmentNbr> >,
And <SOShipLine.lineNbr, Equal <Current <ARTran.sOShipmentLineNbr> > > > >
.SelectSingleBound(Base, new[] { tran })
.RowCast <Address>()
.FirstOrDefault()
.With(ValidAddressFrom <INSite.addressID>)
?? (tran.LineType == SOLineType.Freight
? PXSelectJoin <Address,
InnerJoin <INSite, On <INSite.addressID, Equal <Address.addressID> >,
InnerJoin <SOShipment, On <SOShipment.siteID, Equal <INSite.siteID> > > >,
Where <SOShipment.shipmentType, Equal <Current <ARTran.sOShipmentType> >,
And <SOShipment.shipmentNbr, Equal <Current <ARTran.sOShipmentNbr> > > > >
.SelectSingleBound(Base, new[] { tran })
.RowCast <Address>()
.FirstOrDefault()
.With(ValidAddressFrom <INSite.addressID>)
: null)
?? ((Address)soLine).With(ValidAddressFrom <INSite.addressID>)
?? GetFromAddress(invoice)); // branch address
}
return(GetFromAddress(invoice));
}
private IAddressBase GetDropShipOriginAddress(ARTran tran, SOLine soLine)
{
if (soLine != null && tran.SOOrderLineNbr != null)
{
Boolean isDropShip = soLine.POCreate == true && soLine.POSource == INReplenishmentSource.DropShipToOrder;
Address vendorAddress = isDropShip
? PXSelectJoin <Address,
InnerJoin <Location, On <Location.defAddressID, Equal <Address.addressID> >,
InnerJoin <PO.POReceipt, On <PO.POReceipt.vendorLocationID, Equal <Location.locationID> > > >,
Where <PO.POReceipt.receiptNbr, Equal <Current <ARTran.sOShipmentNbr> > > >
.SelectSingleBound(Base, new[] { tran })
.RowCast <Address>()
.FirstOrDefault()
: null;
if (vendorAddress != null)
{
return(vendorAddress.With(ValidAddressFrom <PO.POReceipt.vendorLocationID>));
}
}
return(null);
}
private IAddressBase GetDropShipDestinationAddress(ARTran tran, SOLine soLine)
{
if (soLine != null && tran.SOOrderLineNbr != null)
{
Boolean isDropShip = soLine.POCreate == true && soLine.POSource == INReplenishmentSource.DropShipToOrder;
IAddressBase dropShipAddress = isDropShip
? PXSelectJoin <PO.POAddress,
InnerJoin <PO.POOrder, On <PO.POOrder.shipAddressID, Equal <PO.POAddress.addressID> >,
InnerJoin <PO.POReceiptLine, On <PO.POReceiptLine.pOType, Equal <PO.POOrder.orderType>,
And <PO.POReceiptLine.pONbr, Equal <PO.POOrder.orderNbr> > > > >,
Where <PO.POReceiptLine.receiptNbr, Equal <Current <ARTran.sOShipmentNbr> >,
And <PO.POReceiptLine.lineNbr, Equal <Current <ARTran.sOShipmentLineNbr> > > > >
.SelectSingleBound(Base, new[] { tran })
.RowCast <PO.POAddress>()
.FirstOrDefault()
: null;
if (dropShipAddress != null)
{
return(dropShipAddress.With(ValidAddressFrom <PO.POOrder.shipAddressID>));
}
}
return(null);
}
public virtual CommitTaxRequest BuildCommitTaxRequestWithFrt(ARInvoice invoice)
{
if (invoice == null)
{
throw new PXArgumentException(nameof(invoice), ErrorMessages.ArgumentNullException);
}
Customer cust = (Customer)Base.customer.View.SelectSingleBound(new object[] { invoice });
CR.Location loc = (CR.Location)Base.location.View.SelectSingleBound(new object[] { invoice });
CommitTaxRequest request = new CommitTaxRequest();
request.CompanyCode = Base1.CompanyCodeFromBranch(invoice.TaxZoneID, invoice.BranchID);
request.CurrencyCode = invoice.CuryID;
request.CustomerCode = cust.AcctCD;
request.TaxRegistrationID = loc?.TaxRegistrationID;
IAddressBase fromAddress = Base1.GetFromAddress(invoice);
IAddressBase toAddress = Base1.GetToAddress(invoice);
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFrom);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetTo);
}
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = $"AR.{invoice.DocType}.{invoice.RefNbr}";
request.DocDate = invoice.DocDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode <ARTran, ARTran.FK.Invoice.SameAsCurrent, ARTran.siteID>(invoice);
request.CustomerUsageType = invoice.AvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(invoice.ExternalTaxExemptionNumber))
{
request.ExemptionNo = invoice.ExternalTaxExemptionNumber;
}
request.DocType = Base1.GetTaxDocumentType(invoice);
Sign sign = Base1.GetDocumentSign(invoice);
PXSelectBase <ARTran> select = new PXSelectJoin <ARTran, LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <ARTran.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <ARTran.accountID> > > >,
Where <ARTran.tranType, Equal <Current <ARInvoice.docType> >,
And <ARTran.refNbr, Equal <Current <ARInvoice.refNbr> >,
And <Where <ARTran.lineType, NotEqual <SOLineType.discount>, Or <ARTran.lineType, IsNull> > > > >,
OrderBy <Asc <ARTran.tranType, Asc <ARTran.refNbr, Asc <ARTran.lineNbr> > > > >(Base);
request.Discount = Base.Document.Current.CuryDiscTot.GetValueOrDefault();
DateTime?taxDate = invoice.OrigDocDate;
bool applyRetainage = Base.ARSetup.Current?.RetainTaxes != true && invoice.IsOriginalRetainageDocument();
/// <summary>
/// Add the following condition and logic per Jira [IP-23]
/// </summary>>
string taxCategory = (Base as SOInvoiceEntry).FreightDetails.Current?.TaxCategoryID;
if (invoice.CuryFreightTot > 0 && GL.Branch.PK.Find(Base, Base.Accessinfo.BranchID).CountryID == Country_US && invoice.TaxZoneID == TaxCloud && !string.IsNullOrEmpty(taxCategory))
{
var line = new TaxCartItem();
line.Index = short.MinValue;
line.Quantity = 1;
line.UOM = "EA";
line.Amount = sign * invoice.CuryFreightTot.GetValueOrDefault();
line.Description = PXMessages.LocalizeNoPrefix(SO.Messages.FreightDesc);
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = "N/A";
line.Discounted = false;
line.TaxCode = taxCategory;
request.CartItems.Add(line);
}
foreach (PXResult <ARTran, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { invoice }))
{
ARTran tran = (ARTran)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = sign * (tran.CuryTranAmt.GetValueOrDefault() + (applyRetainage ? tran.CuryRetainageAmt.GetValueOrDefault() : 0m));
line.Description = tran.TranDesc;
line.DestinationAddress = AddressConverter.ConvertTaxAddress(Base1.GetToAddress(invoice, tran));
line.OriginAddress = AddressConverter.ConvertTaxAddress(Base1.GetFromAddress(invoice, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.Qty.GetValueOrDefault());
line.UOM = tran.UOM;
line.Discounted = tran.LineType != SOLineType.Freight && request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
line.CustomerUsageType = tran.AvalaraCustomerUsageType;
if (tran.OrigInvoiceDate != null)
{
taxDate = tran.OrigInvoiceDate;
}
request.CartItems.Add(line);
}
if (applyRetainage)
{
var line = new TaxCartItem();
line.Index = invoice.LineCntr.GetValueOrDefault() + 1;
line.Amount = Sign.Minus * sign * invoice.CuryLineRetainageTotal.GetValueOrDefault();
line.Description = PXMessages.LocalizeFormatNoPrefix(AP.Messages.RetainageForTransactionDescription, GetLabel.For <ARDocType>(invoice.DocType), invoice.RefNbr);
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = "Retainage";
line.Discounted = false;
line.NonTaxable = true;
request.CartItems.Add(line);
}
if ((invoice.DocType == ARDocType.CreditMemo || invoice.DocType == ARDocType.CashReturn) && invoice.OrigDocDate != null)
{
request.TaxOverride.Reason = Messages.ReturnReason;
request.TaxOverride.TaxDate = taxDate.Value;
request.TaxOverride.TaxOverrideType = TaxOverrideType.TaxDate;
sign = Sign.Minus;
}
return(request);
}
public static void ReleaseProcess(ARDunningLetterMaint graph, ARDunningLetter doc)
{
if (doc != null && doc.Released != true && doc.Voided != true)
{
graph.Document.Current = doc;
doc.DunningLetterLevel = 0;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
doc.DunningLetterLevel = Math.Max(doc.DunningLetterLevel ?? 0, detail.DunningLetterLevel ?? 0);
}
if (doc.DunningLetterLevel == 0)
{
throw new PXException(Messages.DunningLetterZeroLevel);
}
ARSetup setup = PXSelect <ARSetup> .Select(graph);
ARDunningSetup dunningSetup = PXSelect <ARDunningSetup, Where <ARDunningSetup.dunningLetterLevel, Equal <Required <ARDunningLetter.dunningLetterLevel> > > > .Select(graph, doc.DunningLetterLevel);
ARInvoiceEntry invGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
if (dunningSetup.DunningFee.HasValue && dunningSetup.DunningFee != 0m)
{
if (setup.DunningFeeInventoryID == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
Customer customer = graph.CurrentCustomer.Select();
ARInvoice feeInvoice = new ARInvoice
{
Released = false,
Hold = false,
Voided = false,
BranchID = doc.BranchID,
DocDate = doc.DunningLetterDate,
CustomerID = doc.BAccountID
};
invGraph.Document.Current = feeInvoice;
feeInvoice.CustomerLocationID = customer.DefLocationID;
invGraph.Document.Update(feeInvoice);
feeInvoice.CuryID = customer.AllowOverrideCury == false && customer.CuryID != null
? customer.CuryID
: ((GL.Company)PXSelect <GL.Company> .Select(invGraph)).BaseCuryID;
invGraph.Document.SetValueExt <ARInvoice.curyID>(invGraph.Document.Current, feeInvoice.CuryID);
invGraph.Document.Update(feeInvoice);
feeInvoice.DocDesc = Messages.DunningLetterFee;
feeInvoice.Hold = false;
invGraph.Document.Update(feeInvoice);
decimal curyVal;
var curyInfo = invGraph.currencyinfo.Select();
PXCurrencyAttribute.PXCurrencyHelper.CuryConvCury(invGraph.Caches[typeof(CurrencyInfo)], curyInfo, dunningSetup.DunningFee ?? 0m, out curyVal);
IN.InventoryItem item = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <ARSetup.dunningFeeInventoryID> > > > .Select(graph, setup.DunningFeeInventoryID);
if (item == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
if (item.SalesAcctID == null)
{
throw new PXException(Messages.DunningProcessFeeEmptySalesAccount);
}
ARTran detail = new ARTran
{
BranchID = doc.BranchID,
Qty = 1,
CuryUnitPrice = curyVal,
InventoryID = setup.DunningFeeInventoryID,
AccountID = item.SalesAcctID,
SubID = item.SalesSubID
};
invGraph.Transactions.Insert(detail);
feeInvoice = PXCache <ARInvoice> .CreateCopy(invGraph.Document.Current);
feeInvoice.OrigDocAmt = feeInvoice.DocBal;
feeInvoice.CuryOrigDocAmt = feeInvoice.CuryDocBal;
invGraph.Document.Update(feeInvoice);
invGraph.Save.Press();
if (setup.AutoReleaseDunningFee == true)
{
invGraph.release.Press();
}
doc.FeeRefNbr = invGraph.Document.Current.RefNbr;
doc.FeeDocType = invGraph.Document.Current.DocType;
}
graph.Details.AllowUpdate = true;
foreach (ARDunningLetterDetail detail in graph.Details.Select())
{
detail.Released = true;
graph.Details.Update(detail);
}
doc.Released = true;
graph.Document.Update(doc);
graph.Save.Press();
}
}
private static ARInvoice InsertFeeInvoice(ARDunningLetter doc, decimal dunningFee)
{
ARInvoiceEntry invGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
int? organizationID = PXAccess.GetParentOrganizationID(doc.BranchID);
string finPeriodID = invGraph.GetService <IFinPeriodRepository>().GetPeriodIDFromDate(doc.DunningLetterDate, organizationID);
invGraph.GetService <IFinPeriodUtils>().ValidateFinPeriod(doc.SingleToArray(), m => finPeriodID, m => m.BranchID.SingleToArray());
ARSetup setup = PXSelect <ARSetup> .Select(invGraph);
Customer customer = PXSelect <Customer, Where <Customer.bAccountID, Equal <Required <ARDunningLetter.bAccountID> > > > .Select(invGraph, doc.BAccountID);
CS.Numbering numbering = PXSelect <CS.Numbering,
Where <CS.Numbering.numberingID, Equal <Required <ARSetup.dunningFeeNumberingID> > > > .Select(invGraph, setup.DunningFeeNumberingID);
if (setup.DunningFeeInventoryID == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
IN.InventoryItem item = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <ARSetup.dunningFeeInventoryID> > > > .Select(invGraph, setup.DunningFeeInventoryID);
if (item == null)
{
throw new PXException(Messages.DunningLetterEmptyInventory);
}
if (item.SalesAcctID == null)
{
throw new PXException(Messages.DunningProcessFeeEmptySalesAccount);
}
ARInvoice feeInvoice = new ARInvoice
{
DocType = ARDocType.Invoice
};
if (numbering != null)
{
CS.AutoNumberAttribute.SetNumberingId <ARInvoice.refNbr>(invGraph.Document.Cache, feeInvoice.DocType, numbering.NumberingID);
}
feeInvoice = (ARInvoice)invGraph.Document.Cache.CreateCopy(invGraph.Document.Insert(feeInvoice));
feeInvoice.Released = false;
feeInvoice.Hold = false;
feeInvoice.Voided = false;
feeInvoice.BranchID = doc.BranchID;
feeInvoice.DocDate = doc.DunningLetterDate;
feeInvoice.CustomerID = customer.BAccountID;
feeInvoice.DocDesc = Messages.DunningLetterFee;
feeInvoice.CustomerLocationID = customer.DefLocationID;
feeInvoice.CuryID = customer.AllowOverrideCury == false && customer.CuryID != null
? customer.CuryID
: ((GL.Company)PXSelect <GL.Company> .Select(invGraph)).BaseCuryID;
invGraph.Document.Update(feeInvoice);
decimal curyVal;
CurrencyInfo curyInfo = invGraph.currencyinfo.Select();
PXCurrencyAttribute.PXCurrencyHelper.CuryConvCury(invGraph.Caches[typeof(CurrencyInfo)], curyInfo, dunningFee, out curyVal);
ARTran detail = new ARTran
{
BranchID = doc.BranchID,
Qty = 1,
CuryUnitPrice = curyVal,
InventoryID = setup.DunningFeeInventoryID,
AccountID = item.SalesAcctID,
SubID = item.SalesSubID
};
invGraph.Transactions.Insert(detail);
feeInvoice = PXCache <ARInvoice> .CreateCopy(invGraph.Document.Current);
feeInvoice.OrigDocAmt = feeInvoice.DocBal;
feeInvoice.CuryOrigDocAmt = feeInvoice.CuryDocBal;
invGraph.Document.Update(feeInvoice);
invGraph.Save.Press();
if (setup.AutoReleaseDunningFee == true)
{
invGraph.release.Press();
}
return(invGraph.Document.Current);
}
protected virtual GetTaxRequest BuildGetTaxRequest(ARCashSale invoice)
{
if (invoice == null)
{
throw new PXArgumentException(nameof(invoice), ErrorMessages.ArgumentNullException);
}
Customer cust = (Customer)Base.customer.View.SelectSingleBound(new object[] { invoice });
Location loc = (Location)Base.location.View.SelectSingleBound(new object[] { invoice });
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(invoice.TaxZoneID, invoice.BranchID);
request.CurrencyCode = invoice.CuryID;
request.CustomerCode = cust.AcctCD;
IAddressBase fromAddress = GetFromAddress(invoice);
IAddressBase toAddress = GetToAddress(invoice);
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFrom);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetTo);
}
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = $"AR.{invoice.DocType}.{invoice.RefNbr}";
request.DocDate = invoice.DocDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(invoice);
request.CustomerUsageType = invoice.AvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = GetTaxDocumentType(invoice);
Sign sign = GetDocumentSign(invoice);
PXSelectBase <ARTran> select = new PXSelectJoin <ARTran,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <ARTran.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <ARTran.accountID> > > >,
Where <ARTran.tranType, Equal <Current <ARCashSale.docType> >,
And <ARTran.refNbr, Equal <Current <ARCashSale.refNbr> >,
And <Where <ARTran.lineType, NotEqual <SOLineType.discount>, Or <ARTran.lineType, IsNull> > > > >,
OrderBy <Asc <ARTran.tranType, Asc <ARTran.refNbr, Asc <ARTran.lineNbr> > > > >(Base);
request.Discount = GetDocDiscount().GetValueOrDefault();
DateTime?taxDate = invoice.OrigDocDate;
foreach (PXResult <ARTran, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { invoice }))
{
ARTran tran = (ARTran)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = sign * tran.CuryTranAmt.GetValueOrDefault();
line.Description = tran.TranDesc;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.Qty.GetValueOrDefault());
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
if (tran.OrigInvoiceDate != null)
{
taxDate = tran.OrigInvoiceDate;
}
request.CartItems.Add(line);
}
if (invoice.DocType == ARDocType.CashReturn && invoice.OrigDocDate != null)
{
request.TaxOverride.Reason = Messages.ReturnReason;
request.TaxOverride.TaxDate = taxDate.Value;
request.TaxOverride.TaxOverrideType = TaxOverrideType.TaxDate;
}
return(request);
}
private static void AddTaxesAndApplications(ARInvoiceEntry ie, PendingPPDCreditMemoApp doc, Customer customer, ARInvoice invoice)
{
ARTaxTran artaxMax = null;
decimal? TaxTotal = 0m;
decimal? InclusiveTotal = 0m;
decimal? DiscountedTaxableTotal = 0m;
decimal? DiscountedPriceTotal = 0m;
decimal CashDiscPercent = (decimal)(doc.CuryAdjdPPDAmt / doc.InvCuryOrigDocAmt);
PXResultset <ARTaxTran> taxes = PXSelectJoin <ARTaxTran,
InnerJoin <Tax, On <Tax.taxID, Equal <ARTaxTran.taxID> > >,
Where <ARTaxTran.module, Equal <BatchModule.moduleAR>,
And <ARTaxTran.tranType, Equal <Required <ARTaxTran.tranType> >,
And <ARTaxTran.refNbr, Equal <Required <ARTaxTran.refNbr> > > > > > .Select(ie, doc.AdjdDocType, doc.AdjdRefNbr);
//add taxes
foreach (PXResult <ARTaxTran, Tax> res in taxes)
{
Tax tax = res;
ARTaxTran artax = PXCache <ARTaxTran> .CreateCopy(res);
ARTaxTran artaxNew = ie.Taxes.Search <ARTaxTran.taxID>(artax.TaxID);
if (artaxNew == null)
{
artax.TranType = null;
artax.RefNbr = null;
artax.TaxPeriodID = null;
artax.Released = false;
artax.Voided = false;
artax.CuryInfoID = invoice.CuryInfoID;
TaxBaseAttribute.SetTaxCalc <ARTran.taxCategoryID, ARTaxAttribute>(ie.Transactions.Cache, null, TaxCalc.NoCalc);
artaxNew = ie.Taxes.Insert(artax);
artaxNew.CuryTaxableAmt = 0m;
artaxNew.CuryTaxAmt = 0m;
artaxNew.TaxRate = artax.TaxRate;
}
bool isTaxable = CalculateDiscountedTaxes(ie.Taxes.Cache, artax, CashDiscPercent);
DiscountedPriceTotal += artax.CuryDiscountedPrice;
decimal?CuryTaxableAmt = artax.CuryTaxableAmt - artax.CuryDiscountedTaxableAmt;
decimal?CuryTaxAmt = artax.CuryTaxAmt - artax.CuryDiscountedPrice;
artaxNew.CuryTaxableAmt += CuryTaxableAmt;
artaxNew.CuryTaxAmt += CuryTaxAmt;
TaxBaseAttribute.SetTaxCalc <ARTran.taxCategoryID, ARTaxAttribute>(ie.Transactions.Cache, null, TaxCalc.ManualCalc);
ie.Taxes.Update(artaxNew);
if (isTaxable)
{
DiscountedTaxableTotal += artax.CuryDiscountedTaxableAmt;
if (artaxMax == null || artaxNew.CuryTaxableAmt > artaxMax.CuryTaxableAmt)
{
artaxMax = artaxNew;
}
}
if (tax.TaxCalcLevel == CSTaxCalcLevel.Inclusive)
{
InclusiveTotal += CuryTaxAmt;
}
else
{
TaxTotal += CuryTaxAmt;
}
}
//adjust taxes according to parent ARInvoice
decimal?DiscountedInvTotal = doc.InvCuryOrigDocAmt - doc.InvCuryOrigDiscAmt;
decimal?DiscountedDocTotal = DiscountedTaxableTotal + DiscountedPriceTotal;
if (doc.InvCuryOrigDiscAmt == doc.CuryAdjdPPDAmt &&
artaxMax != null &&
doc.InvCuryVatTaxableTotal + doc.InvCuryTaxTotal == doc.InvCuryOrigDocAmt &&
DiscountedDocTotal != DiscountedInvTotal)
{
artaxMax.CuryTaxableAmt += DiscountedDocTotal - DiscountedInvTotal;
TaxBaseAttribute.SetTaxCalc <ARTran.taxCategoryID, ARTaxAttribute>(ie.Transactions.Cache, null, TaxCalc.ManualCalc);
ie.Taxes.Update(artaxMax);
}
//add document details
ARTran tranNew = ie.Transactions.Insert();
tranNew.BranchID = doc.AdjdBranchID;
using (new PXLocaleScope(customer.LocaleName))
tranNew.TranDesc = string.Format("{0} {1}, {2} {3}", PXMessages.LocalizeNoPrefix(DocTypes[doc.AdjdDocType]), doc.AdjdRefNbr, PXMessages.LocalizeNoPrefix(Messages.Payment), doc.AdjgRefNbr);
tranNew.CuryExtPrice = doc.CuryAdjdPPDAmt - TaxTotal;
tranNew.CuryTaxableAmt = tranNew.CuryExtPrice - InclusiveTotal;
tranNew.CuryTaxAmt = TaxTotal + InclusiveTotal;
tranNew.AccountID = customer.DiscTakenAcctID;
tranNew.SubID = customer.DiscTakenSubID;
tranNew.TaxCategoryID = null;
tranNew.IsFree = true;
tranNew.ManualDisc = true;
tranNew.CuryDiscAmt = 0m;
tranNew.DiscPct = 0m;
tranNew.GroupDiscountRate = 1m;
tranNew.DocumentDiscountRate = 1m;
if (taxes.Count == 1)
{
ARTaxTran artax = taxes[0];
ARTran artran = PXSelectJoin <ARTran,
InnerJoin <ARTax, On <ARTax.tranType, Equal <ARTran.tranType>,
And <ARTax.refNbr, Equal <ARTran.refNbr>,
And <ARTax.lineNbr, Equal <ARTran.lineNbr> > > > >,
Where <ARTax.tranType, Equal <Required <ARTax.tranType> >,
And <ARTax.refNbr, Equal <Required <ARTax.refNbr> >,
And <ARTax.taxID, Equal <Required <ARTax.taxID> > > > >,
OrderBy <Asc <ARTran.lineNbr> > > .SelectSingleBound(ie, null, artax.TranType, artax.RefNbr, artax.TaxID);
if (artran != null)
{
tranNew.TaxCategoryID = artran.TaxCategoryID;
}
}
ie.Transactions.Update(tranNew);
//add applications
ARAdjust adj = new ARAdjust();
adj.AdjdDocType = doc.AdjdDocType;
adj.AdjdRefNbr = doc.AdjdRefNbr;
adj = ie.Adjustments_1.Insert(adj);
adj.CuryAdjgAmt = doc.InvCuryDocBal;
ie.Adjustments_1.Update(adj);
}
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 void GenerateProc(Schedule s, short Times, DateTime runDate)
{
List <ScheduleDet> sd = GL.ScheduleProcess.MakeSchedule(this, s, Times, runDate);
ARInvoiceEntry docgraph = CreateGraph();
foreach (ScheduleDet sdet in sd)
{
foreach (PXResult <ARInvoice, Customer, CurrencyInfo> res in PXSelectJoin <ARInvoice, InnerJoin <Customer, On <Customer.bAccountID, Equal <ARInvoice.customerID> >, InnerJoin <CurrencyInfo, On <CurrencyInfo.curyInfoID, Equal <ARInvoice.curyInfoID> > > >, Where <ARInvoice.scheduleID, Equal <Required <ARInvoice.scheduleID> >, And <ARInvoice.scheduled, Equal <boolTrue> > > > .Select(this, s.ScheduleID))
{
docgraph.Clear();
docgraph.customer.Current = (Customer)res;
ARInvoice apdoc = (ARInvoice)res;
CurrencyInfo info = (CurrencyInfo)res;
CurrencyInfo new_info = PXCache <CurrencyInfo> .CreateCopy(info);
new_info.CuryInfoID = null;
new_info = docgraph.currencyinfo.Insert(new_info);
ARInvoice new_ardoc = PXCache <ARInvoice> .CreateCopy(apdoc);
new_ardoc.CuryInfoID = new_info.CuryInfoID;
new_ardoc.DocDate = sdet.ScheduledDate;
new_ardoc.FinPeriodID = sdet.ScheduledPeriod;
new_ardoc.TranPeriodID = null;
new_ardoc.DueDate = null;
new_ardoc.DiscDate = null;
new_ardoc.CuryOrigDiscAmt = null;
new_ardoc.OrigDiscAmt = null;
new_ardoc.RefNbr = null;
new_ardoc.Scheduled = false;
new_ardoc.CuryLineTotal = 0m;
new_ardoc.CuryVatTaxableTotal = 0m;
new_ardoc.CuryVatExemptTotal = 0m;
new_ardoc.NoteID = null;
bool forceClear = false;
bool clearPM = false;
if (new_ardoc.PMInstanceID.HasValue)
{
PXResult <CustomerPaymentMethod, CA.PaymentMethod> pmiResult = (PXResult <CustomerPaymentMethod, CA.PaymentMethod>) PXSelectJoin <CustomerPaymentMethod, InnerJoin <CA.PaymentMethod, On <CA.PaymentMethod.paymentMethodID, Equal <CustomerPaymentMethod.paymentMethodID> > >, Where <CustomerPaymentMethod.pMInstanceID, Equal <Required <CustomerPaymentMethod.pMInstanceID> > > > .Select(docgraph, new_ardoc.PMInstanceID);
if (pmiResult != null)
{
CustomerPaymentMethod pmInstance = pmiResult;
CA.PaymentMethod paymentMethod = pmiResult;
if (pmInstance == null || pmInstance.IsActive != true || paymentMethod.IsActive != true || paymentMethod.UseForAR != true)
{
clearPM = true;
forceClear = true;
}
}
else
{
clearPM = true;
forceClear = true;
}
}
else
{
if (string.IsNullOrEmpty(new_ardoc.PaymentMethodID) == false)
{
CA.PaymentMethod pm = PXSelect <CA.PaymentMethod, Where <CA.PaymentMethod.paymentMethodID, Equal <Required <CA.PaymentMethod.paymentMethodID> > > > .Select(docgraph, new_ardoc.PaymentMethodID);
if (pm == null || pm.IsActive != true || pm.UseForAR != true)
{
clearPM = true;
forceClear = true;
}
}
}
if (clearPM)
{
new_ardoc.PMInstanceID = null;
new_ardoc.PaymentMethodID = null;
new_ardoc.CashAccountID = null;
}
new_ardoc = docgraph.Document.Insert(new_ardoc);
//force creditrule back
docgraph.customer.Current = (Customer)res;
if (forceClear == true)
{
ARInvoice copy = PXCache <ARInvoice> .CreateCopy(new_ardoc);
copy.PMInstanceID = null;
copy.PaymentMethodID = null;
copy.CashAccountID = null;
new_ardoc = docgraph.Document.Update(copy);
}
AddressAttribute.CopyRecord <ARInvoice.billAddressID>(docgraph.Document.Cache, new_ardoc, apdoc, false);
ContactAttribute.CopyRecord <ARInvoice.billContactID>(docgraph.Document.Cache, new_ardoc, apdoc, false);
TaxAttribute.SetTaxCalc <ARTran.taxCategoryID, ARTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
PXNoteAttribute.SetNote(docgraph.Document.Cache, new_ardoc, PXNoteAttribute.GetNote(Caches[typeof(ARInvoice)], apdoc));
PXNoteAttribute.SetFileNotes(docgraph.Document.Cache, new_ardoc, PXNoteAttribute.GetFileNotes(Caches[typeof(ARInvoice)], apdoc));
foreach (ARTran aptran in PXSelect <ARTran, Where <ARTran.tranType, Equal <Required <ARTran.tranType> >, And <ARTran.refNbr, Equal <Required <ARTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
ARTran new_aptran = PXCache <ARTran> .CreateCopy(aptran);
new_aptran.RefNbr = null;
new_aptran.CuryInfoID = null;
docgraph.Transactions.Insert(new_aptran);
}
foreach (ARTaxTran tax in PXSelect <ARTaxTran, Where <ARTaxTran.tranType, Equal <Required <ARTaxTran.tranType> >, And <ARTaxTran.refNbr, Equal <Required <ARTaxTran.refNbr> > > > > .Select(docgraph, apdoc.DocType, apdoc.RefNbr))
{
ARTaxTran new_artax = new ARTaxTran();
new_artax.TaxID = tax.TaxID;
new_artax = docgraph.Taxes.Insert(new_artax);
if (new_artax != null)
{
new_artax = PXCache <ARTaxTran> .CreateCopy(new_artax);
new_artax.TaxRate = tax.TaxRate;
new_artax.CuryTaxableAmt = tax.CuryTaxableAmt;
new_artax.CuryTaxAmt = tax.CuryTaxAmt;
new_artax = docgraph.Taxes.Update(new_artax);
}
}
docgraph.Save.Press();
}
s.LastRunDate = sdet.ScheduledDate;
Running_Schedule.Cache.Update(s);
}
using (PXTransactionScope ts = new PXTransactionScope())
{
Running_Schedule.Cache.Persist(PXDBOperation.Update);
ts.Complete(this);
}
Running_Schedule.Cache.Persisted(false);
}
