/// <summary>
/// Generates Appointments (Routes Contract) or Service Orders (Service Contract) for each TimeSlot in the [scheduleRules] List.
/// </summary>
public void GenerateAPPSOUpdateContracts(List <Schedule> scheduleRules, string recordType, DateTime?fromDate, DateTime?toDate, FSSchedule fsScheduleRow)
{
var generator = new TimeSlotGenerator();
DateTime processEndDate = (DateTime)GetProcessEndDate(scheduleRules.ElementAt(0), toDate);
var period = new Period((DateTime)fromDate, processEndDate);
// Determines the next generationID number
if (nextGenerationID == null)
{
FSProcessIdentity fsProcessIdentityRow = new FSProcessIdentity();
fsProcessIdentityRow.ProcessType = recordType;
fsProcessIdentityRow.FilterFromTo = fromDate;
fsProcessIdentityRow.FilterUpTo = toDate;
ProcessIdentityMaint graphProcessIdentityMaint = PXGraph.CreateInstance <ProcessIdentityMaint>();
graphProcessIdentityMaint.processIdentityRecords.Insert(fsProcessIdentityRow);
graphProcessIdentityMaint.Save.Press();
nextGenerationID = graphProcessIdentityMaint.processIdentityRecords.Current.ProcessID;
}
List <TimeSlot> timeSlots = generator.GenerateCalendar(period, scheduleRules, nextGenerationID);
DateTime? failsOnDate = null;
// Transaction to create the appointments (Routes Contract) or Service Orders (Service Contract)
using (PXTransactionScope ts = new PXTransactionScope())
{
Customer customerRow = PXSelect <Customer,
Where <
Customer.bAccountID, Equal <Required <Customer.bAccountID> > > >
.Select(this, fsScheduleRow.CustomerID)
.FirstOrDefault();
if (customerRow.Status != BAccount.status.Active && customerRow.Status != BAccount.status.OneTime)
{
throw new PXException(PXMessages.LocalizeFormat(AR.Messages.CustomerIsInStatus, new Customer.status.ListAttribute().ValueLabelDic[customerRow.Status]));
}
try
{
foreach (var timeSlot in timeSlots)
{
failsOnDate = timeSlot.DateTimeBegin;
if (recordType == ID.RecordType_ServiceContract.SERVICE_CONTRACT)
{
bool createAppointmnet = fsScheduleRow.ScheduleGenType == ID.ScheduleGenType_ServiceContract.APPOINTMENT;
CreateServiceOrder(timeSlot, createAppointmnet);
}
else if (recordType == ID.RecordType_ServiceContract.ROUTE_SERVICE_CONTRACT)
{
CreateServiceOrder(timeSlot, true, true);
}
}
DateTime?lastGenerationDate = null;
if (timeSlots.Count > 0)
{
lastGenerationDate = timeSlots.Max(a => a.DateTimeBegin);
}
CreateContractGenerationHistory((int)nextGenerationID,
scheduleRules.ElementAt(0).ScheduleID,
processEndDate,
lastGenerationDate,
recordType);
UpdateGeneratedSchedule(scheduleRules.ElementAt(0).ScheduleID, processEndDate, lastGenerationDate, fsScheduleRow);
}
catch (Exception e)
{
var exceptionWithContextMessage = ExceptionHelper.GetExceptionWithContextMessage(PXMessages.Localize(TX.Messages.COULD_NOT_PROCESS_RECORD), e);
FSGenerationLogError fsGenerationLogErrorRow = new FSGenerationLogError();
fsGenerationLogErrorRow.ProcessType = recordType;
fsGenerationLogErrorRow.ErrorMessage = exceptionWithContextMessage.Message;
fsGenerationLogErrorRow.ScheduleID = scheduleRules.ElementAt(0).ScheduleID;
fsGenerationLogErrorRow.GenerationID = nextGenerationID;
fsGenerationLogErrorRow.ErrorDate = failsOnDate;
ts.Dispose();
var grapGenerationLogErrorMaint = PXGraph.CreateInstance <GenerationLogErrorMaint>();
grapGenerationLogErrorMaint.LogErrorMessageRecords.Insert(fsGenerationLogErrorRow);
grapGenerationLogErrorMaint.Save.Press();
throw exceptionWithContextMessage;
}
ts.Complete(this);
}
}
public virtual FSContractPostDoc CreateInvoiceByContract(PXGraph graphProcess, DateTime?invoiceDate, string invoiceFinPeriodID, FSContractPostBatch fsContractPostBatchRow, FSServiceContract fsServiceContractRow, FSContractPeriod fsContractPeriodRow, List <ContractInvoiceLine> docLines)
{
if (docLines.Count == 0)
{
return(null);
}
FSSetup fsSetupRow = ServiceManagementSetup.GetServiceManagementSetup(graphProcess);
ARInvoice arInvoiceRow = new ARInvoice();
arInvoiceRow.DocType = ARInvoiceType.Invoice;
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.Hold = true;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
Base.Document.Cache.SetValueExt <ARInvoice.customerID>(arInvoiceRow, fsServiceContractRow.BillCustomerID);
Base.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceContractRow.BillLocationID);
Base.Document.Cache.SetValueExt <ARInvoice.branchID>(arInvoiceRow, fsServiceContractRow.BranchID);
Base.Document.Cache.SetValueExt <ARInvoice.docDesc>(arInvoiceRow, "Contract Standardized Billing: " + fsServiceContractRow.RefNbr + " " + fsServiceContractRow.DocDesc);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceContractRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, fsSetupRow.DfltContractTermIDARSO);
}
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
int? acctID;
foreach (ContractInvoiceLine docLine in docLines)
{
arTranRow = new ARTran();
arTranRow = Base.Transactions.Insert(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.inventoryID>(arTranRow, docLine.InventoryID);
Base.Transactions.Cache.SetValueExt <ARTran.uOM>(arTranRow, docLine.UOM);
Base.Transactions.Cache.SetValueExt <ARTran.salesPersonID>(arTranRow, docLine.SalesPersonID);
arTranRow = Base.Transactions.Update(arTranRow);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = (int?)ServiceOrderCore.Get_INItemAcctID_DefaultValue(
graphProcess,
fsSetupRow.ContractSalesAcctSource,
docLine.InventoryID,
fsServiceContractRow);
}
Base.Transactions.Cache.SetValueExt <ARTran.accountID>(arTranRow, acctID);
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExt <ARTran.subID>(arTranRow, docLine.SubID);
}
catch (PXException)
{
arTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(
graphProcess,
Base.Transactions.Cache,
arTranRow,
null,
null,
fsSetupRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceContractRow.BranchLocationID);
}
Base.Transactions.Cache.SetValueExt <ARTran.qty>(arTranRow, docLine.Qty);
Base.Transactions.Cache.SetValueExt <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice);
Base.Transactions.Cache.SetValueExt <ARTran.tranDesc>(arTranRow, docLine.TranDescPrefix + arTranRow.TranDesc);
arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.commissionable>(arTranRow, docLine.Commissionable ?? false);
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = ID.Billing_By.CONTRACT;
fsxARTranRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsxARTranRow.ContractPeriodID = fsContractPeriodRow.ContractPeriodID;
fsxARTranRow.BillCustomerID = fsServiceContractRow.BillCustomerID;
fsxARTranRow.CustomerLocationID = fsServiceContractRow.BillLocationID;
arTranRow = Base.Transactions.Update(arTranRow);
}
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExt <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, false);
Exception newException = null;
try
{
Base.Save.Press();
}
catch (Exception e)
{
List <ErrorInfo> errorList = this.GetErrorInfo();
var exceptionWithContextMessage = ExceptionHelper.GetExceptionWithContextMessage(
PXMessages.Localize(TX.Messages.ERROR_CREATING_INVOICE_IN_POSTING_BATCH),
e);
newException = InvoicingFunctions.GetErrorInfoInLines(errorList, exceptionWithContextMessage);
}
if (newException != null)
{
throw newException;
}
arInvoiceRow = Base.Document.Current;
FSContractPostDoc fsContractCreatedDocRow = new FSContractPostDoc()
{
ContractPeriodID = fsContractPeriodRow.ContractPeriodID,
ContractPostBatchID = fsContractPostBatchRow.ContractPostBatchID,
PostDocType = arInvoiceRow.DocType,
PostedTO = ID.Batch_PostTo.AR,
PostRefNbr = arInvoiceRow.RefNbr,
ServiceContractID = fsServiceContractRow.ServiceContractID
};
return(fsContractCreatedDocRow);
}
/// <summary>
/// Creates one or more documents in Inventory depending of the number of FSAppointmentInventoryItem in the list [fsAppointmentInventoryItemRows].
/// </summary>
public virtual int CreateDocumentsInIN(FSPostBatch fsPostBatchRow, List <FSAppointmentDet> fsAppointmentInventoryItemRows, List <SharedClasses.AppointmentInventoryItemGroup> listGroupToUpdateInInventory, UpdateInventoryFilter filter)
{
INReceiptEntry graphINReceiptEntry = PXGraph.CreateInstance <INReceiptEntry>();
INIssueEntry graphINIssueEntry = PXGraph.CreateInstance <INIssueEntry>();
int linesPosted = 0;
foreach (SharedClasses.AppointmentInventoryItemGroup groupToUpdateInInventory in listGroupToUpdateInInventory)
{
string iNRefNbr = null;
string iNDocType = null;
foreach (SharedClasses.AppointmentInventoryItemInfo appointmentInventoryItemInfoRow in groupToUpdateInInventory.AppointmentInventoryItems)
{
using (var ts_GroupToUpdateInInventory = new PXTransactionScope())
{
try
{
if (groupToUpdateInInventory.ServiceType == ID.Service_Action_Type.PICKED_UP_ITEMS)
{
// create receipt
CreateDocumentReceipt(graphINReceiptEntry,
appointmentInventoryItemInfoRow,
fsAppointmentInventoryItemRows[appointmentInventoryItemInfoRow.Index],
filter.DocumentDate,
filter.FinPeriodID,
fsPostBatchRow,
ref iNRefNbr,
ref iNDocType);
}
else if (groupToUpdateInInventory.ServiceType == ID.Service_Action_Type.DELIVERED_ITEMS)
{
// create issue
CreateDocumentIssue(graphINIssueEntry,
appointmentInventoryItemInfoRow,
fsAppointmentInventoryItemRows[appointmentInventoryItemInfoRow.Index],
filter.DocumentDate,
filter.FinPeriodID,
fsPostBatchRow,
ref iNRefNbr,
ref iNDocType);
}
else if (groupToUpdateInInventory.ServiceType == ID.Service_Action_Type.NO_ITEMS_RELATED)
{
PXProcessing <FSAppointmentDet> .SetError(appointmentInventoryItemInfoRow.Index, TX.Error.APPOINTMENT_ITEM_CANNOT_BE_POSTED_TO_IN_NO_ITEMS_RELATED);
}
PXProcessing <FSAppointmentDet> .SetInfo(appointmentInventoryItemInfoRow.Index, TX.Messages.RECORD_PROCESSED_SUCCESSFULLY);
linesPosted++;
ts_GroupToUpdateInInventory.Complete();
}
catch (Exception e)
{
Exception latestException = ExceptionHelper.GetExceptionWithContextMessage(PXMessages.Localize(TX.Messages.COULD_NOT_PROCESS_RECORD), e);
PXProcessing <FSAppointmentDet> .SetError(appointmentInventoryItemInfoRow.Index, latestException);
ts_GroupToUpdateInInventory.Dispose();
graphINReceiptEntry.Actions.PressCancel();
}
}
}
}
return(linesPosted);
}