public static void DunningLetterProc(DunningLetterMassProcess aGraph, ARDunningLetterList aCard)
{
aGraph.DunningLetterProc(aCard);
}
protected virtual IEnumerable dunningLetterList()
{
this.DunningLetterList.Cache.Clear();
ARDunningLetterRecordsParameters header = Filter.Current;
if (header == null || header.DocDate == null)
{
yield break;
}
bool Cons = false;
int? DBranch = null;
bool canAccessToBranch = false;
try
{
ARSetup SetupV = PXSelect <ARSetup, Where <MatchWithBranch <ARSetup.dunningLetterBranchID> > > .Select(this);
if (SetupV != null)
{
Cons = SetupV.ConsolidatedDunningLetter ?? false;
DBranch = SetupV.DunningLetterBranchID;
canAccessToBranch = true;
}
}
catch {}
if (!canAccessToBranch)
{
yield break;
}
//Select due customers. (ARInvoice.dueDate < "current date")
int?OldBAccount = null;
int?OldBranch = null;
foreach (PXResult <Customer, ARInvoice> item in
PXSelectJoinGroupBy <Customer,
InnerJoin <ARInvoice, On <ARInvoice.customerID, Equal <Customer.bAccountID> > >,
Where <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>, Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
And <ARInvoice.dueDate, Less <Required <ARDunningLetterRecordsParameters.docDate> > > >
> > > > >, Aggregate <GroupBy <Customer.bAccountID, GroupBy <ARInvoice.branchID> > > >
.Select(this, header.DocDate))
{
Customer cust = item;
ARInvoice br = item;
if (header.CustomerClassID != null)
{
if (cust.CustomerClassID != header.CustomerClassID)
{
continue; // CustomerClassID filter
}
}
int?BranchID = (Cons ? DBranch : br.BranchID);
if ((BranchID == OldBranch) && (OldBAccount == cust.BAccountID))
{
continue; // Group by BranchID
}
if (OldBAccount != cust.BAccountID)
{
OldBranch = null;
OldBAccount = cust.BAccountID;
}
OldBranch = BranchID;
ARDunningLetterList rec = new ARDunningLetterList();
rec.CustomerClassID = cust.CustomerClassID;
rec.BAccountID = cust.BAccountID;
rec.BranchID = BranchID;
rec.DocDate = header.DocDate;
bool Show = true;
DateTime maxRD = DateTime.MinValue;
int rlevel = 0;
//Find last active (not closed) Dunning Letter for each Customer
foreach (PXResult <ARDunningLetter> ii in
PXSelectJoinGroupBy <ARDunningLetter,
InnerJoin <ARDunningLetterDetail, On <ARDunningLetterDetail.dunningLetterID, Equal <ARDunningLetter.dunningLetterID>,
And <ARDunningLetterDetail.overdue, Equal <boolTrue> > >,
InnerJoin <ARInvoice, On <ARInvoice.docType, Equal <ARDunningLetterDetail.docType>,
And <ARInvoice.refNbr, Equal <ARDunningLetterDetail.refNbr>,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse> > > > > > > >,
Where <ARDunningLetter.bAccountID, Equal <Required <ARDunningLetter.bAccountID> >,
And <ARDunningLetter.branchID, Equal <Required <ARDunningLetter.branchID> > >
>,
Aggregate <GroupBy <ARDunningLetter.dunningLetterLevel, GroupBy <ARDunningLetter.dunningLetterDate> >
> > .Select(this, cust.BAccountID, BranchID))
{
ARDunningLetter RR = ii;
if (maxRD < RR.DunningLetterDate.Value)
{
maxRD = RR.DunningLetterDate.Value;
rlevel = RR.DunningLetterLevel.Value;
}
}
if (rlevel >= D_MaxLevel)
{
Show = false; // Dunning Letter max level is exceeded
}
else if (rlevel > 0) // has active Dunning Letter
{
if (maxRD.AddDays(D_DueDays[rlevel]) > header.DocDate.Value)
{
Show = false; //Letter is not overdue, not process
}
}
if (Show) // need to process
{
rec.NumberOfDocuments = 0;
rec.NumberOfOverdueDocuments = 0;
rec.OrigDocAmt = 0;
rec.DocBal = 0;
DateTime minD = DateTime.Today;
// Selecl all invoices
foreach (PXResult <ARInvoice> ix in
PXSelect <ARInvoice,
Where <ARInvoice.customerID, Equal <Required <ARInvoice.customerID> >,
And <ARInvoice.released, Equal <boolTrue>,
And <ARInvoice.openDoc, Equal <boolTrue>,
And <ARInvoice.voided, Equal <boolFalse>,
And <Where <ARInvoice.docType, Equal <ARDocType.invoice>, Or <ARInvoice.docType, Equal <ARDocType.finCharge>,
And <ARInvoice.docDate, Less <Required <ARInvoice.docDate> > > > > > > > > >
> .Select(this, cust.BAccountID, header.DocDate))
{
ARInvoice dl = ix;
if (!Cons && dl.BranchID != BranchID)
{
continue; // alien branch
}
minD = minD < dl.DueDate.Value ? minD : dl.DueDate.Value;
rec.NumberOfDocuments++;
rec.NumberOfOverdueDocuments += (dl.DueDate > header.DocDate ? 0 : 1);
rec.OrigDocAmt += dl.DocBal;
rec.DocBal += (dl.DueDate > header.DocDate ? 0 : dl.DocBal);
}
rec.DunningLetterLevel = rlevel + 1;
rec.DueDate = minD;
ARDunningSetup settings = this.DunningSetupList[rlevel];
rec.DueDays = (settings.DaysToSettle ?? 0);
//rec.DueDays = D_DueDays[rlevel];
if (rlevel > 0)
{
rec.LastDunningLetterDate = maxRD;
}
else
{
rec.LastDunningLetterDate = null;
}
if (minD.AddDays(D_DueDays[rlevel]) < header.DocDate) //Has at least one overdue invoice
{
try
{
this.DunningLetterList.Insert(rec);
}
catch {}
}
}
}
this.DunningLetterList.Cache.IsDirty = false;
foreach (ARDunningLetterList ret in this.DunningLetterList.Cache.Inserted)
{
yield return(ret);
}
}