public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.AllocationReversal;
reversalDoc.OrigDocNbr = tran.RefNbr;
reversalDoc.Description = "Allocation Reversal to Non-Billable";
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
reverse.Reversed = true;
pmEntry.Transactions.Insert(reverse);
}
tran.Reversed = true;
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
protected virtual void BillingFilter_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
BillingFilter filter = Filter.Current;
Items.SetProcessDelegate(
delegate(ProjectsList item)
{
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
if (!engine.Bill(item.ProjectID, filter.InvoiceDate))
{
throw new PXSetPropertyException(Warnings.NothingToBill, PXErrorLevel.RowWarning);
}
});
}
public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.AllocationReversal;
reversalDoc.OrigDocNbr = tran.RefNbr;
reversalDoc.Description = PXMessages.LocalizeNoPrefix(Messages.AllocationReversalNonBilling);
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
reverse.Reversed = true;
reverse.Date = null;
reverse.FinPeriodID = null;
reverse.TranDate = null;
reverse.TranPeriodID = null;
pmEntry.Transactions.Insert(reverse);
}
tran.Reversed = true;
PM.RegisterReleaseProcess.SubtractFromUnbilledSummary(pmEntry, tran);
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister origDoc = PXSelectReadonly <PMRegister, Where <PMRegister.refNbr, Equal <Required <PMRegister.refNbr> > > > .Select(pmEntry, tran.RefNbr);
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.Reversal;
reversalDoc.OrigNoteID = origDoc.NoteID;
reversalDoc.Description = PXMessages.LocalizeNoPrefix(Messages.AllocationReversal);
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
pmEntry.Transactions.Insert(reverse);
}
tran.ExcludedFromBilling = true;
tran.ExcludedFromBillingReason = PXMessages.LocalizeNoPrefix(Messages.ExcludedFromBillingAsReversed);
PM.RegisterReleaseProcess.SubtractFromUnbilledSummary(pmEntry, tran);
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
public virtual List <Balance> Run(PMTask task)
{
if (task.BillingID == null)
{
throw new PXException(Messages.BillingIDIsNotDefined);
}
Dictionary <string, Balance> balances = new Dictionary <string, Balance>();
DateTime? lastDate;
List <PMTran> expenseTrans = CreateExpenseTransactions(task, out lastDate);
List <long> expenseTranIds = new List <long>();
Debug.Print("Created Expense Transactions:");
Debug.Indent();
foreach (PMTran tran in expenseTrans)
{
expenseTranIds.Add(tran.TranID.Value);
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
if (expenseTrans.Count == 0)
{
PXTrace.WriteError(Messages.FailedToEmulateExpenses, task.TaskCD);
return(new List <Balance>());
}
PMAllocator ae = PXGraph.CreateInstance <PMAllocator>();
ae.SourceTransactions = expenseTrans;
foreach (PMTran tran in expenseTrans)
{
ae.Transactions.Insert(tran);
}
ae.OverrideAllocationDate = lastDate;
ae.Execute(task);
Debug.Print("After Allocation:");
Debug.Indent();
foreach (PMTran tran in ae.Transactions.Cache.Inserted)
{
tran.Released = true;
Transactions.Cache.Update(tran);
if (expenseTranIds.Contains(tran.TranID.Value))
{
continue;
}
int inventoryID = tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID;
string key = string.Format("{0}.{1}", tran.AccountGroupID, inventoryID);
if (!balances.ContainsKey(key))
{
Balance b = new Balance();
b.AccountGroupID = tran.AccountGroupID.Value;
b.InventoryID = inventoryID;
balances.Add(key, b);
}
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
DateTime billingDate = lastDate.Value.AddDays(1);
//Get ARTrans for Bill:
Debug.Print("Bill using the following Billing date={0}", billingDate);
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
engine.IsEmulation = true;
engine.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
engine.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
Debug.Print("Transactions passed to BillTask:");
Debug.Indent();
foreach (PMTran tran in Transactions.Cache.Cached)
{
if (expenseTranIds.Contains(tran.TranID.Value))
{
continue;
}
engine.Transactions.Insert(tran);
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
List <PMBillEngine.BillingData> arTrans = engine.BillTask(task, billingDate);
//Create ARInvoice to DEFAULT Accounts and SubAccounts.
ARInvoiceEntry invoiceEntry = PXGraph.CreateInstance <ARInvoiceEntry>();
//Project and Task is in Planning State - thus suppress verification:
invoiceEntry.FieldVerifying.AddHandler <ARInvoice.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
invoiceEntry.FieldVerifying.AddHandler <ARTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
invoiceEntry.FieldVerifying.AddHandler <ARTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
ARInvoice invoice = new ARInvoice();
invoice.DocType = ARDocType.Invoice;
invoice = PXCache <ARInvoice> .CreateCopy(invoiceEntry.Document.Insert(invoice));
invoice.DocDate = billingDate;
invoice.CustomerID = task.CustomerID;
invoice.CustomerLocationID = task.LocationID;
invoice.ProjectID = task.ProjectID;
invoice = (ARInvoice)invoiceEntry.Document.Update(invoice);
CurrencyInfo curyinfo = (CurrencyInfo)invoiceEntry.Caches[typeof(CurrencyInfo)].Current;
foreach (PMBillEngine.BillingData data in arTrans)
{
decimal curyamount;
PXDBCurrencyAttribute.CuryConvCury(invoiceEntry.Caches[typeof(CurrencyInfo)], curyinfo, (data.Tran.UnitPrice ?? 0), out curyamount);
data.Tran.CuryUnitPrice = curyamount;
PXDBCurrencyAttribute.CuryConvCury(invoiceEntry.Caches[typeof(CurrencyInfo)], curyinfo, (data.Tran.ExtPrice ?? 0), out curyamount);
data.Tran.CuryExtPrice = curyamount;
data.Tran.CuryTranAmt = data.Tran.CuryExtPrice;
data.Tran.FreezeManualDisc = true;
ARTran newTran = (ARTran)invoiceEntry.Caches[typeof(ARTran)].Insert(data.Tran);
}
ARInvoice oldInvoice = (ARInvoice)invoiceEntry.Caches[typeof(ARInvoice)].CreateCopy(invoice);
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoiceEntry.Caches[typeof(ARInvoice)].RaiseRowUpdated(invoice, oldInvoice);
Debug.Print("AR Trans:");
Debug.Indent();
foreach (ARTran tran in invoiceEntry.Transactions.Select())
{
if (tran.TaskID == task.TaskID)
{
Debug.Print("InventoryID={0}, Qty={1}, Amt={2}", InventoryFromID(tran.InventoryID), tran.Qty, tran.TranAmt);
Account acct = PXSelect <Account, Where <Account.accountID, Equal <Required <Account.accountID> > > > .Select(invoiceEntry, tran.AccountID);
if (acct.AccountGroupID == null)
{
throw new PXException("Failed to emulate billing. The Sales Account in the Invoice is not mapped to any Account Group.");
}
string key = string.Format("{0}.{1}", acct.AccountGroupID, tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID);
if (balances.ContainsKey(key))
{
balances[key].Amount += tran.TranAmt ?? 0;
balances[key].Quantity += tran.Qty ?? 0;
}
else
{
Balance b = new Balance();
b.AccountGroupID = acct.AccountGroupID.Value;
b.InventoryID = tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID;
b.Amount = tran.TranAmt ?? 0;
b.Quantity = tran.Qty ?? 0;
balances.Add(key, b);
}
}
}
return(new List <Balance>(balances.Values));
}