protected virtual ARInvoice InsertDocument(
ARInvoiceEntry invoiceEntry,
ScheduleDet occurrence,
Customer customer,
ARInvoice scheduledInvoice,
CurrencyInfo scheduledInvoiceCurrencyInfo)
{
if (scheduledInvoice.Released == true)
{
throw new PXException(Messages.ScheduledDocumentAlreadyReleased);
}
// Cloning currency info is required because we want to preserve
// (and not default) the currency rate type of the template document.
// -
CurrencyInfo newCurrencyInfo = PXCache <CurrencyInfo> .CreateCopy(scheduledInvoiceCurrencyInfo);
newCurrencyInfo.CuryInfoID = null;
newCurrencyInfo.CuryRate = null;
newCurrencyInfo.CuryEffDate = occurrence.ScheduledDate;
newCurrencyInfo = invoiceEntry.currencyinfo.Insert(newCurrencyInfo);
ARInvoice newInvoice = PXCache <ARInvoice> .CreateCopy(scheduledInvoice);
newInvoice.CuryInfoID = newCurrencyInfo.CuryInfoID;
newInvoice.DocDate = occurrence.ScheduledDate;
FinPeriod finPeriod =
FinPeriodRepository.GetFinPeriodByMasterPeriodID(PXAccess.GetParentOrganizationID(newInvoice.BranchID), occurrence.ScheduledPeriod)
.GetValueOrRaiseError();
newInvoice.FinPeriodID = finPeriod.FinPeriodID;
newInvoice.TranPeriodID = null;
newInvoice.DueDate = null;
newInvoice.DiscDate = null;
newInvoice.CuryOrigDiscAmt = null;
newInvoice.OrigDiscAmt = null;
newInvoice.RefNbr = null;
newInvoice.Scheduled = false;
newInvoice.CuryLineTotal = 0m;
newInvoice.CuryVatTaxableTotal = 0m;
newInvoice.CuryVatExemptTotal = 0m;
newInvoice.NoteID = null;
newInvoice.IsTaxValid = false;
newInvoice.IsTaxPosted = false;
newInvoice.IsTaxSaved = false;
newInvoice.OrigDocType = scheduledInvoice.DocType;
newInvoice.OrigRefNbr = scheduledInvoice.RefNbr;
invoiceEntry.Document.Cache.SetDefaultExt <ARInvoice.printed>(newInvoice);
invoiceEntry.Document.Cache.SetDefaultExt <ARInvoice.emailed>(newInvoice);
bool forceClear = false;
bool clearPaymentMethod = false;
if (newInvoice.PMInstanceID.HasValue)
{
PXResult <CustomerPaymentMethod, PaymentMethod> paymentMethodResult = (PXResult <CustomerPaymentMethod, PaymentMethod>)
PXSelectJoin <
CustomerPaymentMethod,
InnerJoin <PaymentMethod,
On <PaymentMethod.paymentMethodID, Equal <CustomerPaymentMethod.paymentMethodID> > >,
Where <
CustomerPaymentMethod.pMInstanceID, Equal <Required <CustomerPaymentMethod.pMInstanceID> > > >
.Select(invoiceEntry, newInvoice.PMInstanceID);
if (paymentMethodResult != null)
{
CustomerPaymentMethod customerPaymentMethod = paymentMethodResult;
PaymentMethod paymentMethod = paymentMethodResult;
if (customerPaymentMethod == null || customerPaymentMethod.IsActive != true || paymentMethod.IsActive != true || paymentMethod.UseForAR != true)
{
clearPaymentMethod = true;
forceClear = true;
}
}
else
{
clearPaymentMethod = true;
forceClear = true;
}
}
else
{
if (!string.IsNullOrEmpty(newInvoice.PaymentMethodID))
{
PaymentMethod paymentMethod = PXSelect <
PaymentMethod,
Where <PaymentMethod.paymentMethodID, Equal <Required <PaymentMethod.paymentMethodID> > > >
.Select(invoiceEntry, newInvoice.PaymentMethodID);
if (paymentMethod == null || paymentMethod.IsActive != true || paymentMethod.UseForAR != true)
{
clearPaymentMethod = true;
forceClear = true;
}
}
}
if (clearPaymentMethod)
{
newInvoice.PMInstanceID = null;
newInvoice.PaymentMethodID = null;
newInvoice.CashAccountID = null;
}
invoiceEntry.ClearRetainageSummary(newInvoice);
newInvoice = invoiceEntry.Document.Insert(newInvoice);
if (newInvoice.DontApprove != true)
{
// We always generate documents on hold
// if approval process is enabled in AP.
// -
newInvoice.Hold = true;
}
newInvoice = invoiceEntry.Document.Update(newInvoice);
// Force credit rule back
// -
invoiceEntry.customer.Current = customer;
if (forceClear == true)
{
ARInvoice copy = PXCache <ARInvoice> .CreateCopy(newInvoice);
copy.PMInstanceID = null;
copy.PaymentMethodID = null;
copy.CashAccountID = null;
newInvoice = invoiceEntry.Document.Update(copy);
}
AddressAttribute.CopyRecord <ARInvoice.billAddressID>(invoiceEntry.Document.Cache, newInvoice, scheduledInvoice, false);
ContactAttribute.CopyRecord <ARInvoice.billContactID>(invoiceEntry.Document.Cache, newInvoice, scheduledInvoice, false);
CurrencyInfoAttribute.SetEffectiveDate <ARInvoice.docDate>(
invoiceEntry.Document.Cache,
new PXFieldUpdatedEventArgs(newInvoice, null, false));
PXNoteAttribute.CopyNoteAndFiles(Caches[typeof(ARInvoice)], scheduledInvoice, invoiceEntry.Document.Cache, newInvoice);
return(newInvoice);
}
private static void GenerateRequisition(RQRequestSelection filter, List <RQRequestLineOwned> lines)
{
RQRequisitionEntry graph = PXGraph.CreateInstance <RQRequisitionEntry>();
RQRequisition requisition = (RQRequisition)graph.Document.Cache.CreateInstance();
graph.Document.Insert(requisition);
requisition.ShipDestType = null;
bool isCustomerSet = true;
bool isVendorSet = true;
bool isShipToSet = true;
int? shipContactID = null;
int? shipAddressID = null;
var vendors = new HashSet <VendorRef>();
foreach (RQRequestLine line in lines)
{
PXResult <RQRequest, RQRequestClass> e =
(PXResult <RQRequest, RQRequestClass>)
PXSelectJoin <RQRequest,
InnerJoin <RQRequestClass,
On <RQRequestClass.reqClassID, Equal <RQRequest.reqClassID> > >,
Where <RQRequest.orderNbr, Equal <Required <RQRequest.orderNbr> > > >
.Select(graph, line.OrderNbr);
RQRequest req = e;
RQRequestClass reqclass = e;
requisition = PXCache <RQRequisition> .CreateCopy(graph.Document.Current);
if (reqclass.CustomerRequest == true && isCustomerSet)
{
if (requisition.CustomerID == null)
{
requisition.CustomerID = req.EmployeeID;
requisition.CustomerLocationID = req.LocationID;
}
else if (requisition.CustomerID != req.EmployeeID || requisition.CustomerLocationID != req.LocationID)
{
isCustomerSet = false;
}
}
else
{
isCustomerSet = false;
}
if (isShipToSet)
{
if (shipContactID == null && shipAddressID == null)
{
requisition.ShipDestType = req.ShipDestType;
requisition.ShipToBAccountID = req.ShipToBAccountID;
requisition.ShipToLocationID = req.ShipToLocationID;
shipContactID = req.ShipContactID;
shipAddressID = req.ShipAddressID;
}
else if (requisition.ShipDestType != req.ShipDestType ||
requisition.ShipToBAccountID != req.ShipToBAccountID ||
requisition.ShipToLocationID != req.ShipToLocationID)
{
isShipToSet = false;
}
}
if (line.VendorID != null && line.VendorLocationID != null)
{
VendorRef vendor = new VendorRef()
{
VendorID = line.VendorID.Value,
LocationID = line.VendorLocationID.Value
};
vendors.Add(vendor);
if (isVendorSet)
{
if (requisition.VendorID == null)
{
requisition.VendorID = line.VendorID;
requisition.VendorLocationID = line.VendorLocationID;
}
else if (requisition.VendorID != line.VendorID ||
requisition.VendorLocationID != line.VendorLocationID)
{
isVendorSet = false;
}
}
}
else
{
isVendorSet = false;
}
if (!isCustomerSet)
{
requisition.CustomerID = null;
requisition.CustomerLocationID = null;
}
if (!isVendorSet)
{
requisition.VendorID = null;
requisition.VendorLocationID = null;
requisition.RemitAddressID = null;
requisition.RemitContactID = null;
}
else if (requisition.VendorID == req.VendorID && requisition.VendorLocationID == req.VendorLocationID)
{
requisition.RemitAddressID = req.RemitAddressID;
requisition.RemitContactID = req.RemitContactID;
}
if (!isShipToSet)
{
requisition.ShipDestType = PX.Objects.PO.POShippingDestination.CompanyLocation;
graph.Document.Cache.SetDefaultExt <RQRequisition.shipToBAccountID>(requisition);
}
graph.Document.Update(requisition);
if (line.OpenQty > 0)
{
if (!graph.Lines.Cache.IsDirty && req.CuryID != requisition.CuryID)
{
requisition = PXCache <RQRequisition> .CreateCopy(graph.Document.Current);
requisition.CuryID = req.CuryID;
graph.Document.Update(requisition);
}
graph.InsertRequestLine(line, line.OpenQty.GetValueOrDefault(), filter.AddExists == true);
}
}
if (isShipToSet)
{
foreach (PXResult <POAddress, POContact> res in
PXSelectJoin <POAddress,
CrossJoin <POContact>,
Where <POAddress.addressID, Equal <Required <RQRequisition.shipAddressID> >,
And <POContact.contactID, Equal <Required <RQRequisition.shipContactID> > > > >
.Select(graph, shipAddressID, shipContactID))
{
AddressAttribute.CopyRecord <RQRequisition.shipAddressID>(graph.Document.Cache, graph.Document.Current, (POAddress)res, true);
AddressAttribute.CopyRecord <RQRequisition.shipContactID>(graph.Document.Cache, graph.Document.Current, (POContact)res, true);
}
}
if (requisition.VendorID == null && vendors.Count > 0)
{
foreach (var vendor in vendors)
{
RQBiddingVendor bid = PXCache <RQBiddingVendor> .CreateCopy(graph.Vendors.Insert());
bid.VendorID = vendor.VendorID;
bid.VendorLocationID = vendor.LocationID;
graph.Vendors.Update(bid);
}
}
if (graph.Lines.Cache.IsDirty)
{
graph.Save.Press();
throw new PXRedirectRequiredException(graph, string.Format(Messages.RequisitionCreated, graph.Document.Current.ReqNbr));
}
for (int i = 0; i < lines.Count; i++)
{
PXProcessing <RQRequestLine> .SetInfo(i, PXMessages.LocalizeFormatNoPrefixNLA(Messages.RequisitionCreated, graph.Document.Current.ReqNbr));
}
}
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);
}