protected ContractProcessing(int? contractID)
{
if (contractID > 0)
{
this.graph = PXGraph.CreateInstance<ARInvoiceEntry>();
graph.FieldVerifying.AddHandler<ARInvoice.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
this.contract = PXSelect<Contract, Where<Contract.contractID, Equal<Required<Contract.contractID>>>>.Select(graph, contractID);
this.insetup = PXSelect<INSetup>.Select(graph);
this.template = PXSelect<Contract, Where<Contract.contractID, Equal<Required<Contract.contractID>>>>.Select(graph, contract.TemplateID);
this.schedule = PXSelect<ContractBillingSchedule>.Search<ContractBillingSchedule.contractID>(graph, contract.ContractID);
if (contract.CustomerID != null)
{
if (schedule != null && schedule.AccountID != null)
{
customer = PXSelect<Customer, Where<Customer.bAccountID, Equal<Required<ContractBillingSchedule.accountID>>>>.Select(graph, schedule.AccountID);
if (schedule.LocationID != null)
{
location = PXSelect<Location, Where<Location.bAccountID, Equal<Required<ContractBillingSchedule.accountID>>, And<Location.locationID, Equal<Required<ContractBillingSchedule.locationID>>>>>.Select(graph, customer.BAccountID, schedule.LocationID);
}
else
{
location = PXSelect<Location, Where<Location.locationID, Equal<Required<Customer.defLocationID>>>>.Select(graph, customer.DefLocationID);
}
}
else
{
customer = PXSelect<Customer, Where<Customer.bAccountID, Equal<Required<Customer.bAccountID>>>>.Select(graph, contract.CustomerID);
if (contract.LocationID != null)
{
location = PXSelect<Location, Where<Location.bAccountID, Equal<Required<ContractBillingSchedule.accountID>>, And<Location.locationID, Equal<Required<ContractBillingSchedule.locationID>>>>>.Select(graph, customer.BAccountID, contract.LocationID);
}
else
{
location = PXSelect<Location, Where<Location.locationID, Equal<Required<Customer.defLocationID>>>>.Select(graph, customer.DefLocationID);
}
}
}
SetupGraph();
}
}
public virtual void InvoiceOrder(DateTime invoiceDate, PXResult<SOOrderShipment, SOOrder, CurrencyInfo, SOAddress, SOContact, SOOrderType> order, PXResultset<SOShipLine, SOLine> details, Customer customer, DocumentList<ARInvoice, SOInvoice> list)
{
ARInvoice newdoc;
SOOrder soOrder = order;
SOOrderType ordertype = order;
decimal ApprovedBalance = 0;
decimal PrevDocBal = 0;
PXRowUpdated ApprovedBalanceCollector = delegate(PXCache sender, PXRowUpdatedEventArgs e)
{
ARInvoice ARDoc = (ARInvoice)e.Row;
if ((decimal)ARDoc.DocBal > (decimal)ARDoc.ApprovedCreditAmt)
{
if ((bool)((SOOrder)order).ApprovedCredit && (decimal)ARDoc.DocBal > PrevDocBal)
{
ApprovedBalance += (decimal)ARDoc.DocBal - PrevDocBal;
ARDoc.ApprovedCreditAmt = ApprovedBalance;
}
ARDoc.ApprovedCredit = (ApprovedBalance == (decimal)ARDoc.DocBal ? true : false);
PrevDocBal = (decimal)ARDoc.DocBal;
}
};
this.RowUpdated.AddHandler(typeof(ARInvoice), ApprovedBalanceCollector);
if (list != null)
{
bool iscc = false;
DateTime? orderInvoiceDate = (sosetup.Current.UseShipDateForInvoiceDate == true ? ((SOOrderShipment)order).ShipDate : soOrder.InvoiceDate);
if (soOrder.BillSeparately == false)
{
iscc = PXSelectReadonly<CCProcTran, Where<CCProcTran.origDocType, Equal<Required<CCProcTran.origDocType>>, And<CCProcTran.origRefNbr, Equal<Required<CCProcTran.origRefNbr>>, And<CCProcTran.refNbr, IsNull>>>>.Select(this, soOrder.OrderType, soOrder.OrderNbr).Count > 0;
}
if (soOrder.PaymentCntr == 0 && soOrder.BillSeparately == false && iscc == false)
{
if(soOrder.PaymentMethodID == null && soOrder.CashAccountID == null)
newdoc = list.Find<ARInvoice.docType, ARInvoice.docDate, ARInvoice.branchID, ARInvoice.customerID, ARInvoice.customerLocationID, SOInvoice.billAddressID, SOInvoice.billContactID, SOInvoice.extRefNbr, ARInvoice.curyID, ARInvoice.termsID, ARInvoice.hidden>(((SOOrderType)order).ARDocType, orderInvoiceDate ?? invoiceDate, soOrder.BranchID, soOrder.CustomerID, soOrder.CustomerLocationID, soOrder.BillAddressID, soOrder.BillContactID, soOrder.ExtRefNbr, soOrder.CuryID, soOrder.TermsID, false) ?? (ARInvoice)new ARInvoice();
else if (soOrder.CashAccountID == null)
newdoc = list.Find<ARInvoice.docType, ARInvoice.docDate, ARInvoice.branchID, ARInvoice.customerID, ARInvoice.customerLocationID, SOInvoice.billAddressID, SOInvoice.billContactID, SOInvoice.pMInstanceID, SOInvoice.extRefNbr, ARInvoice.curyID, ARInvoice.termsID, ARInvoice.hidden>(((SOOrderType)order).ARDocType, orderInvoiceDate ?? invoiceDate, soOrder.BranchID, soOrder.CustomerID, soOrder.CustomerLocationID, soOrder.BillAddressID, soOrder.BillContactID, soOrder.PMInstanceID, soOrder.ExtRefNbr, soOrder.CuryID, soOrder.TermsID, false) ?? (ARInvoice)new ARInvoice();
else
newdoc = list.Find<ARInvoice.docType, ARInvoice.docDate, ARInvoice.branchID, ARInvoice.customerID, ARInvoice.customerLocationID, SOInvoice.billAddressID, SOInvoice.billContactID, SOInvoice.pMInstanceID, SOInvoice.cashAccountID, SOInvoice.extRefNbr, ARInvoice.curyID, ARInvoice.termsID, ARInvoice.hidden>(((SOOrderType)order).ARDocType, orderInvoiceDate ?? invoiceDate, soOrder.BranchID, soOrder.CustomerID, soOrder.CustomerLocationID, soOrder.BillAddressID, soOrder.BillContactID, soOrder.PMInstanceID, soOrder.CashAccountID, soOrder.ExtRefNbr, soOrder.CuryID, soOrder.TermsID, false) ?? (ARInvoice)new ARInvoice();
}
else
{
newdoc = list.Find<ARInvoice.hidden, ARInvoice.hiddenOrderType, ARInvoice.hiddenOrderNbr>(true, soOrder.OrderType, soOrder.OrderNbr);
if (newdoc == null)
{
newdoc = new ARInvoice();
newdoc.HiddenOrderType = soOrder.OrderType;
newdoc.HiddenOrderNbr = soOrder.OrderNbr;
newdoc.Hidden = true;
}
}
if (newdoc.RefNbr != null)
{
Document.Current = this.Document.Search<ARInvoice.refNbr>(newdoc.RefNbr, newdoc.DocType);
}
else
{
this.Clear();
string docType = ((SOOrderType)order).ARDocType;
if (((SOOrderShipment)order).Operation == ((SOOrderType)order).DefaultOperation)
{
newdoc.DocType = docType;
}
else
{
//for RMA switch document type if previous shipment was not invoiced previously in the current run, i.e. list.Find() returned null
newdoc.DocType =
docType == ARDocType.Invoice ? ARDocType.CreditMemo :
docType == ARDocType.DebitMemo ? ARDocType.CreditMemo :
docType == ARDocType.CreditMemo ? ARDocType.Invoice :
docType == ARDocType.CashSale ? ARDocType.CashReturn :
docType == ARDocType.CashReturn ? ARDocType.CashSale :
null;
}
newdoc.DocDate = orderInvoiceDate ?? invoiceDate;
if (string.IsNullOrEmpty(soOrder.FinPeriodID) == false)
{
newdoc.FinPeriodID = soOrder.FinPeriodID;
}
if (soOrder.InvoiceNbr != null)
{
newdoc.RefNbr = soOrder.InvoiceNbr;
newdoc.RefNoteID = soOrder.NoteID;
}
if (((SOOrderType)order).UserInvoiceNumbering == true && string.IsNullOrEmpty(newdoc.RefNbr))
{
throw new PXException(ErrorMessages.FieldIsEmpty, PXUIFieldAttribute.GetDisplayName<SOOrder.invoiceNbr>(soorder.Cache));
}
AutoNumberAttribute.SetNumberingId<ARInvoice.refNbr>(Document.Cache, ((SOOrderType)order).ARDocType, ((SOOrderType)order).InvoiceNumberingID);
newdoc = (ARInvoice)Document.Cache.CreateCopy(this.Document.Insert(newdoc));
newdoc.BranchID = soOrder.BranchID;
newdoc.CustomerID = ((SOOrder)order).CustomerID;
newdoc.CustomerLocationID = ((SOOrder)order).CustomerLocationID;
newdoc.TermsID = ((SOOrder)order).TermsID;
newdoc.DiscDate = ((SOOrder)order).DiscDate;
newdoc.DueDate = ((SOOrder)order).DueDate;
newdoc.TaxZoneID = ((SOOrder)order).TaxZoneID;
newdoc.AvalaraCustomerUsageType = ((SOOrder)order).AvalaraCustomerUsageType;
newdoc.SalesPersonID = ((SOOrder)order).SalesPersonID;
newdoc.DocDesc = ((SOOrder)order).OrderDesc;
newdoc.InvoiceNbr = ((SOOrder)order).CustomerOrderNbr;
newdoc.CuryID = ((SOOrder)order).CuryID;
newdoc.ProjectID = ((SOOrder)order).ProjectID ?? PM.ProjectDefaultAttribute.NonProject(this);
newdoc.Hold = ordertype.InvoiceHoldEntry;
if (((SOOrderType)order).MarkInvoicePrinted == true)
{
newdoc.Printed = true;
}
if (((SOOrderType)order).MarkInvoiceEmailed == true)
{
newdoc.Emailed = true;
}
if (soOrder.PMInstanceID != null || string.IsNullOrEmpty(soOrder.PaymentMethodID) == false)
{
newdoc.PMInstanceID = soOrder.PMInstanceID;
newdoc.PaymentMethodID = soOrder.PaymentMethodID;
newdoc.CashAccountID = soOrder.CashAccountID;
}
newdoc = this.Document.Update(newdoc);
if (soOrder.PMInstanceID != null || string.IsNullOrEmpty(soOrder.PaymentMethodID) == false)
{
SODocument.Current.PMInstanceID = soOrder.PMInstanceID;
SODocument.Current.PaymentMethodID = soOrder.PaymentMethodID;
SODocument.Current.CashAccountID = soOrder.CashAccountID;
if(SODocument.Current.CashAccountID == null)
SODocument.Cache.SetDefaultExt<SOInvoice.cashAccountID>(SODocument.Current);
SODocument.Current.ExtRefNbr = soOrder.ExtRefNbr;
//clear error in case invoice currency different from default cash account for customer
SODocument.Cache.RaiseExceptionHandling<SOInvoice.cashAccountID>(SODocument.Current, null, null);
}
foreach (CurrencyInfo info in this.currencyinfo.Select())
{
if (((SOOrder)order).InvoiceDate != null)
{
PXCache<CurrencyInfo>.RestoreCopy(info, (CurrencyInfo)order);
info.CuryInfoID = newdoc.CuryInfoID;
}
}
AddressAttribute.CopyRecord<ARInvoice.billAddressID>(this.Document.Cache, newdoc, (SOAddress)order, true);
ContactAttribute.CopyRecord<ARInvoice.billContactID>(this.Document.Cache, newdoc, (SOContact)order, true);
}
}
else
{
newdoc = (ARInvoice)Document.Cache.CreateCopy(Document.Current);
if (Transactions.SelectSingle() == null)
{
newdoc.CustomerID = ((SOOrder)order).CustomerID;
newdoc.ProjectID = ((SOOrder)order).ProjectID;
newdoc.CustomerLocationID = ((SOOrder)order).CustomerLocationID;
newdoc.SalesPersonID = ((SOOrder)order).SalesPersonID;
newdoc.TaxZoneID = ((SOOrder)order).TaxZoneID;
newdoc.AvalaraCustomerUsageType = ((SOOrder)order).AvalaraCustomerUsageType;
newdoc.DocDesc = ((SOOrder)order).OrderDesc;
newdoc.InvoiceNbr = ((SOOrder)order).CustomerOrderNbr;
newdoc.TermsID = ((SOOrder)order).TermsID;
foreach (CurrencyInfo info in this.currencyinfo.Select())
{
PXCache<CurrencyInfo>.RestoreCopy(info, (CurrencyInfo)order);
info.CuryInfoID = newdoc.CuryInfoID;
newdoc.CuryID = info.CuryID;
}
}
newdoc = this.Document.Update(newdoc);
AddressAttribute.CopyRecord<ARInvoice.billAddressID>(this.Document.Cache, newdoc, (SOAddress)order, true);
ContactAttribute.CopyRecord<ARInvoice.billContactID>(this.Document.Cache, newdoc, (SOContact)order, true);
}
PXSelectBase<SOInvoiceDiscountDetail> selectInvoiceDiscounts = new PXSelect<SOInvoiceDiscountDetail,
Where<SOInvoiceDiscountDetail.tranType, Equal<Current<SOInvoice.docType>>,
And<SOInvoiceDiscountDetail.refNbr, Equal<Current<SOInvoice.refNbr>>,
And<SOInvoiceDiscountDetail.orderType, Equal<Required<SOInvoiceDiscountDetail.orderType>>,
And<SOInvoiceDiscountDetail.orderNbr, Equal<Required<SOInvoiceDiscountDetail.orderNbr>>>>>>>(this);
foreach (SOInvoiceDiscountDetail detail in selectInvoiceDiscounts.Select(((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
DiscountDetails.Delete(detail);
}
TaxAttribute.SetTaxCalc<ARTran.taxCategoryID>(this.Transactions.Cache, null, TaxCalc.ManualCalc);
if (details != null)
{
foreach (SOShipLine shipline in details)
{
this.Caches[typeof(SOShipLine)].Insert(shipline);
}
}
DateTime? origInvoiceDate = null;
foreach (PXResult<SOShipLine, SOLine, SOOrderTypeOperation, ARTran> res in PXSelectJoin<SOShipLine, InnerJoin<SOLine, On<SOLine.orderType, Equal<SOShipLine.origOrderType>, And<SOLine.orderNbr, Equal<SOShipLine.origOrderNbr>, And<SOLine.lineNbr, Equal<SOShipLine.origLineNbr>>>>, InnerJoin<SOOrderTypeOperation, On<SOOrderTypeOperation.orderType, Equal<SOLine.orderType>, And<SOOrderTypeOperation.operation, Equal<SOLine.operation>>>, LeftJoin<ARTran, On<ARTran.sOShipmentNbr, Equal<SOShipLine.shipmentNbr>, And<ARTran.sOShipmentType, Equal<SOShipLine.shipmentType>, And<ARTran.sOShipmentLineNbr, Equal<SOShipLine.lineNbr>, And<ARTran.sOOrderType, Equal<SOShipLine.origOrderType>, And<ARTran.sOOrderNbr, Equal<SOShipLine.origOrderNbr>, And<ARTran.sOOrderLineNbr, Equal<SOShipLine.origLineNbr>>>>>>>>>>, Where<SOShipLine.shipmentNbr, Equal<Required<SOShipLine.shipmentNbr>>, And<SOShipLine.origOrderType, Equal<Required<SOShipLine.origOrderType>>, And<SOShipLine.origOrderNbr, Equal<Required<SOShipLine.origOrderNbr>>, And<ARTran.refNbr, IsNull>>>>>.Select(this, ((SOOrderShipment)order).ShipmentNbr, ((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
SOLine orderline = (SOLine)res;
SOShipLine shipline = (SOShipLine)res;
if (Math.Abs((decimal)shipline.BaseShippedQty) < 0.0000005m)
{
continue;
}
if (origInvoiceDate == null && orderline.InvoiceDate != null)
origInvoiceDate = orderline.InvoiceDate;
ARTran newtran = new ARTran();
newtran.BranchID = orderline.BranchID;
newtran.AccountID = orderline.SalesAcctID;
newtran.SubID = orderline.SalesSubID;
newtran.SOOrderType = shipline.OrigOrderType;
newtran.SOOrderNbr = shipline.OrigOrderNbr;
newtran.SOOrderLineNbr = shipline.OrigLineNbr;
newtran.SOShipmentNbr = shipline.ShipmentNbr;
newtran.SOShipmentType = shipline.ShipmentType;
newtran.SOShipmentLineNbr = shipline.LineNbr;
newtran.LineType = orderline.LineType;
newtran.InventoryID = shipline.InventoryID;
newtran.SiteID = orderline.SiteID;
newtran.UOM = shipline.UOM;
newtran.Qty = shipline.ShippedQty;
newtran.BaseQty = shipline.BaseShippedQty;
newtran.Commissionable = orderline.Commissionable;
newtran.GroupDiscountRate = orderline.GroupDiscountRate;
decimal shippedQtyInBaseUnits = INUnitAttribute.ConvertToBase(Transactions.Cache, newtran.InventoryID, shipline.UOM, shipline.ShippedQty.Value, INPrecision.QUANTITY);
decimal shippedQtyInOrderUnits = INUnitAttribute.ConvertFromBase(Transactions.Cache, newtran.InventoryID, orderline.UOM, shippedQtyInBaseUnits, INPrecision.QUANTITY);
if (shippedQtyInOrderUnits != orderline.OrderQty || shipline.UOM != orderline.UOM)
{
decimal curyUnitPriceInBaseUnits = INUnitAttribute.ConvertFromBase(Transactions.Cache, newtran.InventoryID, orderline.UOM, orderline.CuryUnitPrice.Value, INPrecision.UNITCOST);
decimal curyUnitPriceInShippedUnits = INUnitAttribute.ConvertToBase(Transactions.Cache, newtran.InventoryID, shipline.UOM, curyUnitPriceInBaseUnits, INPrecision.UNITCOST);
if (arsetup.Current.LineDiscountTarget == LineDiscountTargetType.SalesPrice)
{
decimal? salesPriceAfterDiscount = curyUnitPriceInShippedUnits * (1m - orderline.DiscPct / 100m);
newtran.CuryTranAmt = shipline.ShippedQty * PXCurrencyAttribute.Round(Transactions.Cache, newtran, salesPriceAfterDiscount ?? 0, CMPrecision.TRANCURY);
}
else
{
decimal? curyTranAmt = shipline.ShippedQty * curyUnitPriceInShippedUnits * (1m - orderline.DiscPct / 100m);
newtran.CuryTranAmt = PXCurrencyAttribute.Round(Transactions.Cache, newtran, curyTranAmt ?? 0, CMPrecision.TRANCURY);
}
newtran.CuryUnitPrice = curyUnitPriceInShippedUnits;
newtran.CuryDiscAmt = (shipline.ShippedQty * curyUnitPriceInShippedUnits) - newtran.CuryTranAmt;
}
else
{
newtran.CuryUnitPrice = orderline.CuryUnitPrice;
newtran.CuryTranAmt = orderline.CuryLineAmt;
newtran.CuryDiscAmt = orderline.CuryDiscAmt;
}
if (newdoc.DocType == ((SOOrderType)order).ARDocType && ((SOOrderType)order).DefaultOperation != ((SOOrderTypeOperation)res).Operation)
{
//keep BaseQty positive for PXFormula
newtran.Qty = -newtran.Qty;
newtran.CuryDiscAmt = -newtran.CuryDiscAmt;
newtran.CuryTranAmt = -newtran.CuryTranAmt;
}
newtran.ProjectID = orderline.ProjectID;
newtran.TaskID = orderline.TaskID;
newtran.TranDesc = orderline.TranDesc;
newtran.SalesPersonID = orderline.SalesPersonID;
newtran.TaxCategoryID = orderline.TaxCategoryID;
newtran.DiscPct = orderline.DiscPct;
newtran.ManualDisc = orderline.ManualDisc == true || orderline.IsFree == true;
newtran.FreezeManualDisc = true;
newtran.DiscountID = orderline.DiscountID;
newtran.DiscountSequenceID = orderline.DiscountSequenceID;
newtran.DetDiscIDC1 = orderline.DetDiscIDC1;
newtran.DetDiscIDC2 = orderline.DetDiscIDC2;
newtran.DetDiscSeqIDC1 = orderline.DetDiscSeqIDC1;
newtran.DetDiscSeqIDC2 = orderline.DetDiscSeqIDC2;
newtran.DetDiscApp = orderline.DetDiscApp;
newtran.DocDiscIDC1 = orderline.DocDiscIDC1;
newtran.DocDiscIDC2 = orderline.DocDiscIDC2;
newtran.DocDiscSeqIDC1 = orderline.DocDiscSeqIDC1;
newtran.DocDiscSeqIDC2 = orderline.DocDiscSeqIDC2;
foreach (ARTran existing in Transactions.Cache.Inserted)
{
if (Transactions.Cache.ObjectsEqual<ARTran.sOShipmentNbr, ARTran.sOShipmentType, ARTran.sOShipmentLineNbr, ARTran.sOOrderType, ARTran.sOOrderNbr, ARTran.sOOrderLineNbr>(newtran, existing))
{
Transactions.Cache.RestoreCopy(newtran, existing);
break;
}
}
if (newtran.LineNbr == null)
{
newtran = this.Transactions.Insert(newtran);
if (((SOOrderType)order).CopyLineNotesToInvoice == true)
{
if (((SOOrderType)order).CopyLineNotesToInvoiceOnlyNS == false || orderline.LineType == SOLineType.NonInventory)
{
PXNoteAttribute.SetNote(Caches[typeof(ARTran)], newtran, PXNoteAttribute.GetNote(Caches[typeof(SOLine)], orderline));
}
}
if (((SOOrderType)order).CopyLineFilesToInvoice == true)
{
if (((SOOrderType)order).CopyLineFilesToInvoiceOnlyNS == false || orderline.LineType == SOLineType.NonInventory)
{
PXNoteAttribute.SetFileNotes(Caches[typeof(ARTran)], newtran, PXNoteAttribute.GetFileNotes(Caches[typeof(SOLine)], orderline));
}
}
}
else
{
newtran = this.Transactions.Update(newtran);
TaxAttribute.Calculate<ARTran.taxCategoryID>(Transactions.Cache, new PXRowUpdatedEventArgs(newtran, null, true));
}
}
PXSelectBase<ARTran> cmd = new PXSelect<ARTran, Where<ARTran.tranType, Equal<Current<ARInvoice.docType>>, And<ARTran.refNbr, Equal<Current<ARInvoice.refNbr>>, And<ARTran.sOOrderType, Equal<Current<SOMiscLine2.orderType>>, And<ARTran.sOOrderNbr, Equal<Current<SOMiscLine2.orderNbr>>, And<ARTran.sOOrderLineNbr, Equal<Current<SOMiscLine2.lineNbr>>>>>>>>(this);
foreach (SOMiscLine2 orderline in PXSelect<SOMiscLine2, Where<SOMiscLine2.orderType, Equal<Required<SOMiscLine2.orderType>>, And<SOMiscLine2.orderNbr, Equal<Required<SOMiscLine2.orderNbr>>, And<Where<SOMiscLine2.curyUnbilledAmt, Greater<decimal0>, Or<SOMiscLine2.curyLineAmt, LessEqual<decimal0>>>>>>>.Select(this, ((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
if (cmd.View.SelectSingleBound(new object[] { Document.Current, orderline }) == null)
{
ARTran newtran = new ARTran();
newtran.BranchID = orderline.BranchID;
newtran.AccountID = orderline.SalesAcctID;
newtran.SubID = orderline.SalesSubID;
newtran.SOOrderType = orderline.OrderType;
newtran.SOOrderNbr = orderline.OrderNbr;
newtran.SOOrderLineNbr = orderline.LineNbr;
newtran.SOShipmentNbr = ((SOOrderShipment)order).ShipmentNbr;
newtran.SOShipmentType = ((SOOrderShipment)order).ShipmentType;
newtran.SOShipmentLineNbr = null;
newtran.LineType = SOLineType.MiscCharge;
newtran.InventoryID = orderline.InventoryID;
newtran.TaskID = orderline.TaskID;
newtran.SalesPersonID = orderline.SalesPersonID;
newtran.Commissionable = orderline.Commissionable;
newtran.UOM = orderline.UOM;
newtran.Qty = orderline.UnbilledQty;
newtran.BaseQty = orderline.BaseUnbilledQty;
newtran.CuryUnitPrice = orderline.CuryUnitPrice;
newtran.CuryDiscAmt = orderline.CuryDiscAmt;
newtran.CuryTranAmt = orderline.CuryUnbilledAmt;
newtran.TranDesc = orderline.TranDesc;
newtran.TaxCategoryID = orderline.TaxCategoryID;
newtran.DiscPct = orderline.DiscPct;
newtran.ManualDisc = orderline.ManualDisc == true || orderline.IsFree == true;
newtran.FreezeManualDisc = true;
newtran.DiscountID = orderline.DiscountID;
newtran.DiscountSequenceID = orderline.DiscountSequenceID;
newtran.DetDiscIDC1 = orderline.DetDiscIDC1;
newtran.DetDiscIDC2 = orderline.DetDiscIDC2;
newtran.DetDiscSeqIDC1 = orderline.DetDiscSeqIDC1;
newtran.DetDiscSeqIDC2 = orderline.DetDiscSeqIDC2;
newtran.DetDiscApp = orderline.DetDiscApp;
newtran.DocDiscIDC1 = orderline.DocDiscIDC1;
newtran.DocDiscIDC2 = orderline.DocDiscIDC2;
newtran.DocDiscSeqIDC1 = orderline.DocDiscSeqIDC1;
newtran.DocDiscSeqIDC2 = orderline.DocDiscSeqIDC2;
newtran = this.Transactions.Insert(newtran);
if (((SOOrderType)order).CopyLineNotesToInvoice == true)
{
PXNoteAttribute.SetNote(Caches[typeof(ARTran)], newtran, PXNoteAttribute.GetNote(Caches[typeof(SOMiscLine2)], orderline));
}
if (((SOOrderType)order).CopyLineFilesToInvoice == true)
{
PXNoteAttribute.SetFileNotes(Caches[typeof(ARTran)], newtran, PXNoteAttribute.GetFileNotes(Caches[typeof(SOMiscLine2)], orderline));
}
}
}
SODocument.Current = (SOInvoice)SODocument.Select() ?? (SOInvoice)SODocument.Cache.Insert();
SODocument.Current.BillAddressID = soOrder.BillAddressID;
SODocument.Current.BillContactID = soOrder.BillContactID;
SODocument.Current.ShipAddressID = soOrder.ShipAddressID;
SODocument.Current.ShipContactID = soOrder.ShipContactID;
SODocument.Current.IsCCCaptured = soOrder.IsCCCaptured;
SODocument.Current.IsCCCaptureFailed = soOrder.IsCCCaptureFailed;
SODocument.Current.PaymentProjectID = PM.ProjectDefaultAttribute.NonProject(this);
if (soOrder.IsCCCaptured == true)
{
SODocument.Current.CuryCCCapturedAmt = soOrder.CuryCCCapturedAmt;
SODocument.Current.CCCapturedAmt = soOrder.CCCapturedAmt;
}
SODocument.Current.RefTranExtNbr = soOrder.RefTranExtNbr;
SOOrderShipment shipment = PXCache<SOOrderShipment>.CreateCopy((SOOrderShipment)order);
shipment.InvoiceType = SODocument.Current.DocType;
shipment.InvoiceNbr = SODocument.Current.RefNbr;
shipmentlist.Cache.Update(shipment);
FillFreightDetails((SOOrder)order, shipment);
/*In case Discounts were not recalculated add prorated Doc discounts */
if (ordertype.RecalculateDiscOnPartialShipment != true)
{
//add prorated document discount details from invoice:
PXSelectBase<SOOrderDiscountDetail> selectOrderDocGroupDiscounts = new PXSelect<SOOrderDiscountDetail,
Where<SOOrderDiscountDetail.orderType, Equal<Required<SOOrderDiscountDetail.orderType>>,
And<SOOrderDiscountDetail.orderNbr, Equal<Required<SOOrderDiscountDetail.orderNbr>>>>>(this);
decimal? rate = 1m;
if (soOrder.LineTotal > 0m)
rate = shipment.LineTotal / soOrder.LineTotal;
foreach (SOOrderDiscountDetail docGroupDisc in selectOrderDocGroupDiscounts.Select(((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
SOInvoiceDiscountDetail dd = new SOInvoiceDiscountDetail();
dd.Type = docGroupDisc.Type;
dd.DiscountID = docGroupDisc.DiscountID;
dd.DiscountSequenceID = docGroupDisc.DiscountSequenceID;
dd.OrderType = docGroupDisc.OrderType;
dd.OrderNbr = docGroupDisc.OrderNbr;
dd.TranType = newdoc.DocType;
dd.RefNbr = newdoc.RefNbr;
dd.DiscountPct = docGroupDisc.DiscountPct;
dd.FreeItemID = docGroupDisc.FreeItemID;
dd.FreeItemQty = docGroupDisc.FreeItemQty;
if (docGroupDisc.Type == DiscountType.Group)
{
SOOrderEntry soOrderQ = (SOOrderEntry)PXGraph.CreateInstance(typeof(SOOrderEntry));
soOrderQ.Document.Current = order;
Dictionary<DiscountSequenceKey, DiscountEngine<SOLine>.DiscountDetailToLineCorrelation<SOOrderDiscountDetail>> grLinesOrderCorrelation = DiscountEngine<SOLine>.CollectGroupDiscountToLineCorrelation(soOrderQ.Transactions.Cache, soOrderQ.Transactions, soOrderQ.DiscountDetails, soOrder.CustomerLocationID, (DateTime)soOrder.OrderDate, false);
foreach (KeyValuePair<DiscountSequenceKey, DiscountEngine<SOLine>.DiscountDetailToLineCorrelation<SOOrderDiscountDetail>> dsGroup in grLinesOrderCorrelation)
{
if (dsGroup.Key.DiscountID == docGroupDisc.DiscountID && dsGroup.Key.DiscountSequenceID == docGroupDisc.DiscountSequenceID)
{
decimal invoicedGroupAmt = 0m;
foreach (SOLine soLine in dsGroup.Value.listOfApplicableLines)
{
foreach (ARTran tran in Transactions.Select())
{
if (soLine.LineNbr == tran.SOOrderLineNbr)
invoicedGroupAmt += (tran.CuryLineAmt ?? 0m);
}
}
rate = (invoicedGroupAmt / (decimal)dsGroup.Value.discountDetailLine.CuryDiscountableAmt);
}
}
}
SOInvoiceDiscountDetail located = DiscountDetails.Locate(dd);
if (located != null)
{
located.DiscountAmt += docGroupDisc.DiscountAmt * rate;
located.CuryDiscountAmt += docGroupDisc.CuryDiscountAmt * rate;
located.DiscountableAmt += docGroupDisc.DiscountableAmt * rate;
located.CuryDiscountableAmt += docGroupDisc.CuryDiscountableAmt * rate;
located.DiscountableQty += docGroupDisc.DiscountableQty * rate;
DiscountDetails.Update(located);
}
else
{
dd.DiscountAmt = docGroupDisc.DiscountAmt * rate;
dd.CuryDiscountAmt = docGroupDisc.CuryDiscountAmt * rate;
dd.DiscountableAmt = docGroupDisc.DiscountableAmt * rate;
dd.CuryDiscountableAmt = docGroupDisc.CuryDiscountableAmt * rate;
dd.DiscountableQty = docGroupDisc.DiscountableQty * rate;
DiscountDetails.Insert(dd);
}
}
}
else
{
//Recalculate all discounts
foreach (ARTran tran in Transactions.Select())
{
RecalculateDiscounts(this.Transactions.Cache, tran);
}
}
RecalculateTotalDiscount();
foreach (PXResult<SOTaxTran, Tax> res in PXSelectJoin<SOTaxTran,
InnerJoin<Tax, On<SOTaxTran.taxID, Equal<Tax.taxID>>>,
Where<SOTaxTran.orderType, Equal<Required<SOTaxTran.orderType>>, And<SOTaxTran.orderNbr, Equal<Required<SOTaxTran.orderNbr>>>>>.Select(this, ((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
SOTaxTran tax = (SOTaxTran)res;
ARTaxTran newtax = new ARTaxTran();
newtax.Module = BatchModule.AR;
Taxes.Cache.SetDefaultExt<ARTaxTran.origTranType>(newtax);
Taxes.Cache.SetDefaultExt<ARTaxTran.origRefNbr>(newtax);
Taxes.Cache.SetDefaultExt<ARTaxTran.lineRefNbr>(newtax);
newtax.TranType = Document.Current.DocType;
newtax.RefNbr = Document.Current.RefNbr;
newtax.TaxID = tax.TaxID;
newtax.TaxRate = 0m;
this.Taxes.Delete(newtax);
newtax = this.Taxes.Insert(newtax);
}
decimal? CuryApplAmt = 0m;
bool Calculated = false;
foreach (SOAdjust soadj in PXSelectJoin<SOAdjust, InnerJoin<AR.ARPayment, On<AR.ARPayment.docType, Equal<SOAdjust.adjgDocType>, And<AR.ARPayment.refNbr, Equal<SOAdjust.adjgRefNbr>>>>, Where<SOAdjust.adjdOrderType, Equal<Required<SOAdjust.adjdOrderType>>, And<SOAdjust.adjdOrderNbr, Equal<Required<SOAdjust.adjdOrderNbr>>, And<AR.ARPayment.openDoc, Equal<True>>>>>.Select(this, ((SOOrderShipment)order).OrderType, ((SOOrderShipment)order).OrderNbr))
{
ARAdjust prev_adj = null;
bool found = false;
foreach (ARAdjust adj in Adjustments.Select())
{
if (Calculated)
{
CuryApplAmt -= adj.CuryAdjdAmt;
}
if (string.Equals(adj.AdjgDocType, soadj.AdjgDocType) && string.Equals(adj.AdjgRefNbr, soadj.AdjgRefNbr))
{
if (soadj.CuryAdjdAmt > 0m)
{
ARAdjust copy = PXCache<ARAdjust>.CreateCopy(adj);
copy.CuryAdjdAmt += (soadj.CuryAdjdAmt > adj.CuryDocBal) ? adj.CuryDocBal : soadj.CuryAdjdAmt;
copy.AdjdOrderType = soadj.AdjdOrderType;
copy.AdjdOrderNbr = soadj.AdjdOrderNbr;
prev_adj = Adjustments.Update(copy);
}
found = true;
if (Calculated)
{
CuryApplAmt += adj.CuryAdjdAmt;
break;
}
}
CuryApplAmt += adj.CuryAdjdAmt;
}
//if soadjust is not available in adjustments mark as billed
if (!found)
{
/*
soadj.Billed = true;
soadjustments.Cache.SetStatus(soadj, PXEntryStatus.Updated);
*/
}
Calculated = true;
if (!IsExternalTax)
{
if (CuryApplAmt > Document.Current.CuryDocBal - Document.Current.CuryOrigDiscAmt && prev_adj != null)
{
prev_adj = PXCache<ARAdjust>.CreateCopy(prev_adj);
if (prev_adj.CuryAdjdAmt > (CuryApplAmt - (Document.Current.CuryDocBal - Document.Current.CuryOrigDiscAmt)))
{
prev_adj.CuryAdjdAmt -= (CuryApplAmt - (Document.Current.CuryDocBal - Document.Current.CuryOrigDiscAmt));
CuryApplAmt = Document.Current.CuryDocBal - Document.Current.CuryOrigDiscAmt;
}
else
{
CuryApplAmt -= prev_adj.CuryAdjdAmt;
prev_adj.CuryAdjdAmt = 0m;
}
prev_adj = Adjustments.Update(prev_adj);
}
}
}
newdoc = (ARInvoice)Document.Cache.CreateCopy(Document.Current);
newdoc.OrigDocDate = origInvoiceDate;
SOInvoice socopy = (SOInvoice)SODocument.Cache.CreateCopy(SODocument.Current);
PXFormulaAttribute.CalcAggregate<ARAdjust.curyAdjdAmt>(Adjustments.Cache, SODocument.Current, false);
Document.Cache.RaiseFieldUpdated<SOInvoice.curyPaymentTotal>(SODocument.Current, null);
PXDBCurrencyAttribute.CalcBaseValues<SOInvoice.curyPaymentTotal>(SODocument.Cache, SODocument.Current);
SODocument.Cache.RaiseRowUpdated(SODocument.Current, socopy);
List<string> ordersdistinct = new List<string>();
foreach (SOOrderShipment shipments in PXSelect<SOOrderShipment, Where<SOOrderShipment.invoiceType, Equal<Current<ARInvoice.docType>>, And<SOOrderShipment.invoiceNbr, Equal<Current<ARInvoice.refNbr>>>>>.Select(this))
{
string key = string.Format("{0}|{1}", shipments.OrderType, shipments.OrderNbr);
if (!ordersdistinct.Contains(key))
{
ordersdistinct.Add(key);
}
if (ordersdistinct.Count > 1)
{
newdoc.InvoiceNbr = null;
newdoc.SalesPersonID = null;
newdoc.DocDesc = null;
break;
}
#region Update FreeItemQty for DiscountDetails based on shipments
PXSelectBase<SOShipmentDiscountDetail> selectShipmentDiscounts = new PXSelect<SOShipmentDiscountDetail,
Where<SOShipmentDiscountDetail.orderType, Equal<Required<SOShipmentDiscountDetail.orderType>>,
And<SOShipmentDiscountDetail.orderNbr, Equal<Required<SOShipmentDiscountDetail.orderNbr>>,
And<SOShipmentDiscountDetail.shipmentNbr, Equal<Required<SOShipmentDiscountDetail.shipmentNbr>>>>>>(this);
foreach (SOShipmentDiscountDetail sdd in selectShipmentDiscounts.Select(shipments.OrderType, shipments.OrderNbr, shipments.ShipmentNbr))
{
SOInvoiceDiscountDetail idd = PXSelect<SOInvoiceDiscountDetail,
Where<SOInvoiceDiscountDetail.tranType, Equal<Current<ARInvoice.docType>>,
And<SOInvoiceDiscountDetail.refNbr, Equal<Current<ARInvoice.refNbr>>,
And<SOInvoiceDiscountDetail.orderType, Equal<Required<SOInvoiceDiscountDetail.orderType>>,
And<SOInvoiceDiscountDetail.orderNbr, Equal<Required<SOInvoiceDiscountDetail.orderNbr>>,
And<SOInvoiceDiscountDetail.discountID, Equal<Required<SOInvoiceDiscountDetail.discountID>>,
And<SOInvoiceDiscountDetail.discountSequenceID, Equal<Required<SOInvoiceDiscountDetail.discountSequenceID>>>>>>>>>.Select(this, shipments.OrderType, shipments.OrderNbr, sdd.DiscountID, sdd.DiscountSequenceID);
if (idd != null)
{
if (idd.FreeItemID == null)
{
idd.FreeItemID = sdd.FreeItemID;
idd.FreeItemQty = sdd.FreeItemQty;
}
else
idd.FreeItemQty = sdd.FreeItemQty;
DiscountDetails.Update(idd);
}
else
{
idd = new SOInvoiceDiscountDetail();
idd.Type = DiscountType.Line;
idd.TranType = newdoc.DocType;
idd.RefNbr = newdoc.RefNbr;
idd.OrderType = sdd.OrderType;
idd.OrderNbr = sdd.OrderNbr;
idd.DiscountID = sdd.DiscountID;
idd.DiscountSequenceID = sdd.DiscountSequenceID;
idd.FreeItemID = sdd.FreeItemID;
idd.FreeItemQty = sdd.FreeItemQty;
DiscountDetails.Insert(idd);
}
}
#endregion
}
this.Document.Update(newdoc);
if (list != null)
{
if (Transactions.Search<ARTran.sOOrderType, ARTran.sOOrderNbr, ARTran.sOShipmentType, ARTran.sOShipmentNbr>(shipment.OrderType, shipment.OrderNbr, shipment.ShipmentType, shipment.ShipmentNbr).Count > 0)
{
try
{
this.Document.Current.ApplyPaymentWhenTaxAvailable = true;
this.Save.Press();
}
finally
{
this.Document.Current.ApplyPaymentWhenTaxAvailable = false;
}
if (list.Find(this.Document.Current) == null)
{
list.Add(this.Document.Current, this.SODocument.Current);
}
}
else
{
this.Clear();
}
}
this.RowUpdated.RemoveHandler(typeof(ARInvoice), ApprovedBalanceCollector);
}
public virtual void InvoiceOrder(DateTime invoiceDate, PXResult<SOOrderShipment, SOOrder, CurrencyInfo, SOAddress, SOContact, SOOrderType> order, Customer customer, DocumentList<ARInvoice, SOInvoice> list)
{
InvoiceOrder(invoiceDate, order, null, customer, list);
}
