protected virtual GetTaxRequest BuildGetTaxRequestUnbilled(POOrder order)
{
if (order == null)
{
throw new PXArgumentException(nameof(order));
}
Vendor vend = (Vendor)Base.vendor.View.SelectSingleBound(new object[] { order });
Location loc = (Location)Base.location.View.SelectSingleBound(new object[] { order });
IAddressBase fromAddress = GetFromAddress(order);
IAddressBase toAddress = GetToAddress(order);
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFromAddressSO);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetToAddressSO);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(order.TaxZoneID, order.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = vend.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = string.Format("PO.{0}.{1}", order.OrderType, order.OrderNbr);
request.DocDate = order.OrderDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(order);
int mult = 1;
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.PurchaseOrder;
PXSelectBase <POLine> select = new PXSelectJoin <POLine,
LeftJoin <InventoryItem, On <POLine.FK.InventoryItem>,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <POLine.orderType, Equal <Current <POOrder.orderType> >, And <POLine.orderNbr, Equal <Current <POOrder.orderNbr> > > >,
OrderBy <Asc <POLine.lineNbr> > >(Base);
foreach (PXResult <POLine, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
POLine tran = (POLine)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
if (tran.UnbilledAmt > 0)
{
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = mult * tran.CuryUnbilledAmt.GetValueOrDefault();
line.Description = tran.TranDesc;
line.OriginAddress = AddressConverter.ConvertTaxAddress(GetFromAddress(order, tran));
line.DestinationAddress = AddressConverter.ConvertTaxAddress(GetToAddress(order, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = tran.BaseUnbilledQty.GetValueOrDefault();
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
}
return(request);
}
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);
}
protected virtual GetTaxRequest BuildGetTaxRequest(CROpportunity order)
{
if (order == null)
{
throw new PXArgumentException(nameof(order));
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(Base, order.BAccountID);
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(Base, order.BAccountID, order.LocationID);
IAddressBase addressFrom = GetFromAddress();
IAddressBase addressTo = GetToAddress(order);
if (addressFrom == null)
{
throw new PXException(Messages.FailedGetFromAddressCR);
}
if (addressTo == null)
{
throw new PXException(Messages.FailedGetToAddressCR);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(order.TaxZoneID, Base.Accessinfo.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust?.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(addressFrom);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(addressTo);
request.DocCode = $"CR.{order.OpportunityID}";
request.DocDate = order.CloseDate.GetValueOrDefault();
request.Discount = order.CuryLineDocDiscountTotal.GetValueOrDefault();
int mult = 1;
if (loc != null)
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc?.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.SalesOrder;
PXSelectBase <CROpportunityProducts> select = new PXSelectJoin <CROpportunityProducts,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CROpportunityProducts.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <CROpportunityProducts.quoteID, Equal <Current <CROpportunity.quoteNoteID> > >,
OrderBy <Asc <CROpportunityProducts.lineNbr> > >(Base);
foreach (PXResult <CROpportunityProducts, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
CROpportunityProducts tran = (CROpportunityProducts)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = mult * tran.CuryAmount.GetValueOrDefault();
line.Description = tran.Descr;
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;
request.CartItems.Add(line);
}
return(request);
}
protected GetTaxRequest BuildGetTaxRequestWithFRTCate <TLineAmt, TLineQty, TDocDiscount>(SOOrder order, string docCode, string debugMethodName)
where TLineAmt : IBqlField
where TLineQty : IBqlField
where TDocDiscount : IBqlField
{
Stopwatch sw = new Stopwatch();
sw.Start();
Debug.Indent();
if (order == null)
{
throw new PXArgumentException(nameof(order));
}
Customer cust = (Customer)Base.customer.View.SelectSingleBound(new object[] { order });
Location loc = (Location)Base.location.View.SelectSingleBound(new object[] { order });
IAddressBase fromAddress = GetFromAddress(order);
IAddressBase toAddress = GetToAddress(order);
Debug.Print($"{DateTime.Now.TimeOfDay} Select Customer, Location, Addresses in {sw.ElapsedMilliseconds} millisec");
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFromAddressSO);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetToAddressSO);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = Base1.CompanyCodeFromBranch(order.TaxZoneID, order.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust.AcctCD;
request.TaxRegistrationID = loc?.TaxRegistrationID;
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = docCode;
request.DocDate = order.OrderDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode <SOLine, SOLine.FK.Order.SameAsCurrent, SOLine.siteID>(order);
Sign docSign = Sign.Plus;
request.CustomerUsageType = order.AvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(order.ExternalTaxExemptionNumber))
{
request.ExemptionNo = order.ExternalTaxExemptionNumber;
}
SOOrderType orderType = (SOOrderType)Base.soordertype.View.SelectSingleBound(new object[] { order });
if (orderType.DefaultOperation == SOOperation.Receipt)
{
request.DocType = TaxDocumentType.ReturnOrder;
docSign = Sign.Minus;
}
else
{
request.DocType = TaxDocumentType.SalesOrder;
}
PXSelectBase <SOLine> select = new PXSelectJoin <SOLine, LeftJoin <InventoryItem, On <SOLine.FK.InventoryItem>,
LeftJoin <Account, On <Account.accountID, Equal <SOLine.salesAcctID> > > >,
Where <SOLine.orderType, Equal <Current <SOOrder.orderType> >,
And <SOLine.orderNbr, Equal <Current <SOOrder.orderNbr> > > >,
OrderBy <Asc <SOLine.orderType,
Asc <SOLine.orderNbr,
Asc <SOLine.lineNbr> > > > >(Base);
PXCache documentCache = Base.Caches[typeof(SOOrder)];
request.Discount = (documentCache.GetValue <TDocDiscount>(order) as decimal?) ?? 0m;
Stopwatch sw2 = new Stopwatch();
sw2.Start();
// Add additional condition to skip the calculation including the freight amount. Per YJ's request.
if (order.CuryFreightTot > 0 && !string.IsNullOrEmpty(order.FreightTaxCategoryID))
{
var line = new TaxCartItem();
line.Index = short.MinValue;
line.Quantity = 1;
line.UOM = "EA";
line.Amount = docSign * order.CuryFreightTot.GetValueOrDefault();
line.Description = PXMessages.LocalizeNoPrefix(Messages.FreightDesc);
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = "N/A";
line.Discounted = false;
line.TaxCode = order.FreightTaxCategoryID;
request.CartItems.Add(line);
}
PXCache lineCache = Base.Caches[typeof(SOLine)];
foreach (PXResult <SOLine, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
SOLine tran = (SOLine)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
bool lineIsDiscounted = request.Discount > 0m &&
((tran.DocumentDiscountRate ?? 1m) != 1m || (tran.GroupDiscountRate ?? 1m) != 1m);
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
decimal lineAmount = (lineCache.GetValue <TLineAmt>(tran) as decimal?) ?? 0m;
decimal lineQty = (lineCache.GetValue <TLineQty>(tran) as decimal?) ?? 0m;
line.Amount = orderType.DefaultOperation != tran.Operation
? Sign.Minus * docSign * lineAmount
: docSign * lineAmount;
line.Description = tran.TranDesc;
line.DestinationAddress = AddressConverter.ConvertTaxAddress(Base1.GetToAddress(order, tran));
line.OriginAddress = AddressConverter.ConvertTaxAddress(Base1.GetFromAddress(order, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(lineQty);
line.UOM = tran.UOM;
line.Discounted = lineIsDiscounted;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
line.CustomerUsageType = tran.AvalaraCustomerUsageType;
if (tran.Operation == SOOperation.Receipt && tran.InvoiceDate != null)
{
line.TaxOverride.Reason = Messages.ReturnReason;
line.TaxOverride.TaxDate = tran.InvoiceDate.Value;
line.TaxOverride.TaxOverrideType = TaxOverrideType.TaxDate;
}
request.CartItems.Add(line);
}
sw2.Stop();
Debug.Print($"{DateTime.Now.TimeOfDay} Select detail lines in {sw2.ElapsedMilliseconds} millisec.");
Debug.Unindent();
sw.Stop();
Debug.Print($"{DateTime.Now.TimeOfDay} {debugMethodName}() in {sw.ElapsedMilliseconds} millisec.");
return(request);
}
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);
}
protected virtual GetTaxRequest BuildGetTaxRequest(CAAdj invoice)
{
if (invoice == null)
{
throw new PXArgumentException(nameof(invoice), ErrorMessages.ArgumentNullException);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(invoice.TaxZoneID, invoice.BranchID);
request.CurrencyCode = invoice.CuryID;
request.CustomerCode = "N/A";
IAddressBase fromAddress = GetToAddress(invoice);
IAddressBase toAddress = fromAddress;
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 = $"CA.{invoice.AdjRefNbr}";
request.DocDate = invoice.TranDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(invoice);
Location branchLoc = GetBranchLocation(invoice);
if (branchLoc != null)
{
request.CustomerUsageType = branchLoc.CAvalaraCustomerUsageType;
request.ExemptionNo = branchLoc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.PurchaseInvoice;
int mult = 1;
if (invoice.DrCr == CADrCr.CADebit)
{
request.DocType = TaxDocumentType.SalesInvoice;
}
else
{
request.DocType = TaxDocumentType.PurchaseInvoice;
}
PXSelectBase <CASplit> select = new PXSelectJoin <CASplit,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CASplit.inventoryID> > >,
Where <CASplit.adjRefNbr, Equal <Current <CAAdj.adjRefNbr> > >,
OrderBy <Asc <CASplit.adjRefNbr, Asc <CASplit.lineNbr> > > >(Base);
foreach (PXResult <CASplit, InventoryItem> res in select.View.SelectMultiBound(new object[] { invoice }))
{
CASplit tran = (CASplit)res;
InventoryItem item = (InventoryItem)res;
var line = new TaxCartItem
{
Index = tran.LineNbr ?? 0,
Amount = mult * tran.CuryTranAmt.GetValueOrDefault(),
Description = tran.TranDesc,
DestinationAddress = request.DestinationAddress,
OriginAddress = request.OriginAddress,
ItemCode = item.InventoryCD,
Quantity = Math.Abs(tran.Qty.GetValueOrDefault()),
Discounted = request.Discount > 0,
TaxCode = tran.TaxCategoryID,
};
request.CartItems.Add(line);
}
return(request);
}
protected GetTaxRequest BuildGetTaxRequest(FSServiceOrder order)
{
if (order == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(Base, order.BillCustomerID);
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(Base, order.BillCustomerID, order.BillLocationID);
IAddressBase addressFrom = GetFromAddress();
IAddressBase addressTo = GetToAddress(order);
if (addressFrom == null)
{
throw new PXException(PX.Objects.CR.Messages.FailedGetFromAddressSO);
}
if (addressTo == null)
{
throw new PXException(PX.Objects.CR.Messages.FailedGetToAddressSO);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(order.TaxZoneID, Base.Accessinfo.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(addressFrom);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(addressTo);
request.DocCode = $"CR.{order.SOID}";
request.DocDate = order.OrderDate.GetValueOrDefault();
int mult = 1;
if (!string.IsNullOrEmpty(loc.CAvalaraCustomerUsageType))
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.SalesOrder;
PXSelectBase <FSSODet> select = new PXSelectJoin <FSSODet,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <FSSODet.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <FSSODet.sOID, Equal <Current <FSServiceOrder.sOID> > >,
OrderBy <Asc <FSSODet.lineNbr> > >(Base);
foreach (PXResult <FSSODet, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
FSSODet tran = (FSSODet)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = mult * tran.CuryBillableTranAmt.GetValueOrDefault();
line.Description = tran.TranDesc;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.BillableQty.GetValueOrDefault());
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
return(request);
}
protected GetTaxRequest BuildGetTaxRequest(PMQuote quote)
{
if (quote == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(Base, quote.BAccountID);
CR.Location loc = (CR.Location) PXSelect <CR.Location,
Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .
Select(Base, quote.BAccountID, quote.LocationID);
IAddressBase addressFrom = GetFromAddress(quote);
IAddressBase addressTo = GetToAddress(quote);
if (addressFrom == null)
{
throw new PXException(CR.Messages.FailedGetFromAddressCR);
}
if (addressTo == null)
{
throw new PXException(CR.Messages.FailedGetToAddressCR);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(quote.TaxZoneID, Base.Accessinfo.BranchID);
request.CurrencyCode = quote.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(addressFrom);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(addressTo);
request.DocCode = string.Format("CR.{0}", quote.OpportunityID);
request.DocDate = quote.DocumentDate.GetValueOrDefault();
request.Discount = quote.CuryLineDocDiscountTotal.GetValueOrDefault();
int mult = 1;
if (!string.IsNullOrEmpty(loc.CAvalaraCustomerUsageType))
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.SalesOrder;
var select = PXSelectJoin <CROpportunityProducts,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CROpportunityProducts.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <CROpportunityProducts.quoteID, Equal <Required <PMQuote.quoteID> > >,
OrderBy <Asc <CROpportunityProducts.lineNbr> > > .Select(Base, quote.QuoteID);
foreach (PXResult <CROpportunityProducts, InventoryItem, Account> res in select)
{
CROpportunityProducts tran = (CROpportunityProducts)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = mult * tran.CuryAmount.GetValueOrDefault();
line.Description = tran.Descr;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Quantity = tran.Qty.GetValueOrDefault();
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
return(request);
}
public virtual GetTaxRequest BuildGetTaxRequest(PMProforma doc)
{
if (doc == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
Customer cust = (Customer)Base.Customer.View.SelectSingleBound(new object[] { doc });
Location loc = (Location)Base.Location.View.SelectSingleBound(new object[] { doc });
IAddressBase fromAddress = GetFromAddress(doc);
IAddressBase toAddress = GetToAddress(doc);
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFromAddress);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetToAddress);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(doc.TaxZoneID, doc.BranchID);
request.CurrencyCode = doc.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = $"PM.{doc.RefNbr}";
request.DocDate = doc.InvoiceDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(doc);
request.DocType = TaxDocumentType.SalesOrder;
if (!string.IsNullOrEmpty(doc.AvalaraCustomerUsageType))
{
request.CustomerUsageType = doc.AvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
foreach (PMProformaProgressLine tran in Base.ProgressiveLines.Select())
{
InventoryItem item = (InventoryItem)PXSelectorAttribute.Select <PMProformaProgressLine.inventoryID>(Base.ProgressiveLines.Cache, tran);
Account salesAccount = (Account)PXSelectorAttribute.Select <PMProformaProgressLine.accountID>(Base.ProgressiveLines.Cache, tran);
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = tran.CuryLineTotal.GetValueOrDefault();
line.Description = tran.Description;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Quantity = tran.Qty.GetValueOrDefault();
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
foreach (PMProformaTransactLine tran in Base.TransactionLines.Select())
{
InventoryItem item = (InventoryItem)PXSelectorAttribute.Select <PMProformaTransactLine.inventoryID>(Base.TransactionLines.Cache, tran);
Account salesAccount = (Account)PXSelectorAttribute.Select <PMProformaTransactLine.accountID>(Base.TransactionLines.Cache, tran);
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = tran.CuryLineTotal.GetValueOrDefault();
line.Description = tran.Description;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Quantity = tran.Qty.GetValueOrDefault();
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
return(request);
}
protected virtual GetTaxRequest BuildGetTaxRequest(FSAppointment fsAppointment, FSServiceOrder order)
{
if (fsAppointment == null)
{
throw new PXArgumentException(nameof(fsAppointment));
}
Customer cust = (Customer)Base.TaxCustomer.View.SelectSingleBound(new object[] { fsAppointment });
Location loc = (Location)Base.TaxLocation.View.SelectSingleBound(new object[] { fsAppointment });
IAddressBase fromAddress = GetFromAddress(order);
IAddressBase toAddress = GetToAddress(order);
if (fromAddress == null)
{
throw new PXException(PX.Objects.CR.Messages.FailedGetFromAddressCR);
}
if (toAddress == null)
{
throw new PXException(PX.Objects.CR.Messages.FailedGetToAddressCR);
}
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(fsAppointment.TaxZoneID, fsAppointment.BranchID);
request.CurrencyCode = fsAppointment.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = string.Format("SO.{0}.{1}", fsAppointment.SrvOrdType, fsAppointment.RefNbr);
request.DocDate = fsAppointment.ScheduledDateTimeBegin.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(fsAppointment);
Sign sign = Sign.Plus;
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
FSSrvOrdType srvOrdType = (FSSrvOrdType)Base.ServiceOrderTypeSelected.View.SelectSingleBound(new object[] { fsAppointment });
/*if (srvOrdType.DefaultOperation == SOOperation.Receipt)
* {
* request.DocType = TaxDocumentType.ReturnOrder;
* sign = Sign.Minus;
*
* PXSelectBase<FSAppointmentDet> selectLineWithInvoiceDate = new PXSelect<FSAppointmentDet,
* Where<FSAppointmentDet.srvOrdType, Equal<Required<FSAppointmentDet.srvOrdType>>, And<FSAppointmentDet.refNbr, Equal<Required<FSAppointmentDet.refNbr>>,
* And<FSAppointmentDet.invoiceDate, IsNotNull>>>>(Base);
*
* FSAppointmentDet soLine = selectLineWithInvoiceDate.SelectSingle(order.SrvOrdType, order.RefNbr);
* if (soLine != null && soLine.TranDate != null)
* {
* request.TaxOverride.Reason = PX.Objects.SO.Messages.ReturnReason;
* request.TaxOverride.TaxDate = soLine.TranDate.Value;
* request.TaxOverride.TaxOverrideType = TaxOverrideType.TaxDate;
* }
*
* }
* else
* {*/
request.DocType = TaxDocumentType.SalesOrder;
/*}*/
/* We need InnerJoin with InventoryItem instead of LeftJoin */
/* because of instructions and comments lines */
PXSelectBase <FSAppointmentDet> select = new PXSelectJoin <FSAppointmentDet,
InnerJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <FSAppointmentDet.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <FSAppointmentDet.acctID> > > >,
Where <FSAppointmentDet.srvOrdType, Equal <Current <FSAppointment.srvOrdType> >,
And <FSAppointmentDet.refNbr, Equal <Current <FSAppointment.refNbr> > > >,
OrderBy <Asc <FSAppointmentDet.srvOrdType, Asc <FSAppointmentDet.refNbr, Asc <FSAppointmentDet.lineNbr> > > > >(Base);
request.Discount = fsAppointment.CuryDiscTot.GetValueOrDefault();
foreach (PXResult <FSAppointmentDet, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { fsAppointment }))
{
FSAppointmentDet tran = (FSAppointmentDet)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
/*if (srvOrdType.DefaultOperation != tran.Operation)
* line.Amount = Sign.Minus * sign * tran.CuryLineAmt.GetValueOrDefault();
* else
* line.Amount = sign * tran.CuryLineAmt.GetValueOrDefault();*/
line.Amount = sign * tran.CuryBillableTranAmt.GetValueOrDefault();
line.Description = tran.TranDesc;
line.DestinationAddress = AddressConverter.ConvertTaxAddress(GetToAddress(order, tran));
line.OriginAddress = AddressConverter.ConvertTaxAddress(GetFromAddress(order, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.Qty.GetValueOrDefault());
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
return(request);
}
protected virtual GetTaxRequest BuildTaxRequest(APInvoice invoice)
{
if (invoice == null)
{
throw new PXArgumentException(nameof(invoice), ErrorMessages.ArgumentNullException);
}
Vendor vend = (Vendor)Base.vendor.View.SelectSingleBound(new object[] { invoice });
var request = new PX.TaxProvider.GetTaxRequest();
request.CompanyCode = CompanyCodeFromBranch(invoice.TaxZoneID, invoice.BranchID);
request.CurrencyCode = invoice.CuryID;
request.CustomerCode = vend.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 = $"AP.{invoice.DocType}.{invoice.RefNbr}";
request.DocDate = invoice.DocDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode(invoice);
Location branchLoc = GetBranchLocation(invoice);
if (branchLoc != null)
{
request.CustomerUsageType = branchLoc.CAvalaraCustomerUsageType;
request.ExemptionNo = branchLoc.CAvalaraExemptionNumber;
}
request.DocType = TaxDocumentType.PurchaseInvoice;
int mult = 1;
switch (invoice.DocType)
{
case APDocType.Invoice:
case APDocType.CreditAdj:
request.DocType = TaxDocumentType.PurchaseInvoice;
break;
case APDocType.DebitAdj:
if (invoice.OrigDocDate != null)
{
request.TaxOverride.Reason = Messages.DebitAdjustmentReason;
request.TaxOverride.TaxDate = invoice.OrigDocDate.Value;
request.TaxOverride.TaxOverrideType = PX.TaxProvider.TaxOverrideType.TaxDate;
mult = -1;
}
request.DocType = TaxDocumentType.ReturnInvoice;
break;
default:
throw new PXException(Messages.DocTypeNotSupported);
}
PXSelectBase <APTran> select = new PXSelectJoin <APTran,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <APTran.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <APTran.accountID> > > >,
Where <APTran.tranType, Equal <Current <APInvoice.docType> >,
And <APTran.refNbr, Equal <Current <APInvoice.refNbr> >,
And <APTran.lineType, NotEqual <SOLineType.discount> > > >,
OrderBy <Asc <APTran.tranType, Asc <APTran.refNbr, Asc <APTran.lineNbr> > > > >(Base);
request.Discount = GetDocDiscount().GetValueOrDefault();
foreach (PXResult <APTran, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { invoice }))
{
APTran tran = (APTran)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr.GetValueOrDefault();
line.Amount = mult * tran.CuryTranAmt.GetValueOrDefault();
line.Description = tran.TranDesc;
line.OriginAddress = AddressConverter.ConvertTaxAddress(GetFromAddress(invoice, tran));
line.DestinationAddress = AddressConverter.ConvertTaxAddress(GetToAddress(invoice, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.Qty.GetValueOrDefault());
line.Discounted = request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
request.CartItems.Add(line);
}
return(request);
}
