protected virtual void Location_IsAPAccountSameAsMain_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
CR.Location record = (CR.Location)e.Row;
if (record.IsAPAccountSameAsMain == false)
{
LocationAPAccountSub mainloc = APAccountSubLocation.Select();
record.VAPAccountID = mainloc.VAPAccountID;
record.VAPSubID = mainloc.VAPSubID;
record.VAPAccountLocationID = record.LocationID;
LocationAPAccountSub copyloc = new LocationAPAccountSub();
copyloc.BAccountID = record.BAccountID;
copyloc.LocationID = record.LocationID;
copyloc.VAPAccountID = record.VAPAccountID;
copyloc.VAPSubID = record.VAPSubID;
BusinessAccount.Cache.Current = (BAccount)PXParentAttribute.SelectParent(sender, e.Row, typeof(BAccount));
APAccountSubLocation.Insert(copyloc);
}
if (record.IsAPAccountSameAsMain == true)
{
record.VAPAccountID = null;
record.VAPSubID = null;
BAccount baccount = (BAccount)PXParentAttribute.SelectParent(sender, e.Row, typeof(BAccount));
if (baccount != null)
{
record.VAPAccountLocationID = baccount.DefLocationID;
}
}
}
protected IAddressBase GetToAddress(PMQuote quote)
{
CRAddress crShipAddress = PXSelect <CRAddress, Where <CRAddress.addressID, Equal <Required <CRAddress.addressID> > > > .Select(Base, quote.OpportunityAddressID);
if (crShipAddress != null)
{
return(crShipAddress);
}
Address shipAddress = null;
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);
if (loc != null)
{
shipAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Address.addressID> > > > .Select(Base, loc.DefAddressID);
}
return(shipAddress);
}
protected IAddressBase GetToAddress(PMQuote quote)
{
var crShipAddress = (CRShippingAddress)Base.Shipping_Address.View.SelectSingleBound(new object[] { quote });
if (crShipAddress != null)
{
return(crShipAddress);
}
Address shipAddress = null;
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);
if (loc != null)
{
shipAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Address.addressID> > > > .Select(Base, loc.DefAddressID);
}
return(shipAddress);
}
protected virtual void _(Events.FieldDefaulting <PMBudget, PMBudget.rate> e)
{
PMAccountGroup ag = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(this, e.Row.AccountGroupID);
if (ag != null)
{
if (ag.IsExpense == true)
{
if (e.Row.InventoryID != null && e.Row.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = (InventoryItem)PXSelectorAttribute.Select <PMCostBudget.inventoryID>(e.Cache, e.Row);
e.NewValue = item?.StdCost;
}
}
else
{
if (e.Row.InventoryID != null && e.Row.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
string customerPriceClass = ARPriceClass.EmptyPriceClass;
PMTask projectTask = (PMTask)PXSelectorAttribute.Select <PMRevenueBudget.projectTaskID>(e.Cache, e.Row);
CR.Location c = (CR.Location)PXSelectorAttribute.Select <PMTask.locationID>(e.Cache, projectTask);
if (c != null && !string.IsNullOrEmpty(c.CPriceClassID))
{
customerPriceClass = c.CPriceClassID;
}
CM.CurrencyInfo dummy = new CM.CurrencyInfo();
dummy.CuryID = Accessinfo.BaseCuryID;
dummy.BaseCuryID = Accessinfo.BaseCuryID;
dummy.CuryRate = 1;
e.NewValue = ARSalesPriceMaint.CalculateSalesPrice(Caches[typeof(PMTran)], customerPriceClass, projectTask.CustomerID, e.Row.InventoryID, dummy, e.Row.Qty, e.Row.UOM, Accessinfo.BusinessDate.Value, true);
}
}
}
}
public virtual decimal GetItemPrice(PXCache sender, string curyID, int?customerID, int?locationID, string contractStatus, int?contractItemID, int?itemID, string itemType, string priceOption, decimal?fixedPrice, decimal?setupPrice, decimal?qty, DateTime?date)
{
decimal itemPrice = 0m;
ContractItem item = PXSelect <ContractItem, Where <ContractItem.contractItemID, Equal <Required <ContractItem.contractItemID> > > > .Select(sender.Graph, contractItemID);
if (item != null)
{
IN.InventoryItem nonstock = PXSelect <IN.InventoryItem, Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(sender.Graph, itemID);
CR.Location customerLocation = PXSelect <
CR.Location,
Where <
CR.Location.bAccountID, Equal <Required <Contract.customerID> >,
And <CR.Location.locationID, Equal <Required <Contract.locationID> > > > >
.Select(sender.Graph, customerID, locationID);
string customerPriceClass = string.IsNullOrEmpty(customerLocation?.CPriceClassID)
? ARPriceClass.EmptyPriceClass
: customerLocation.CPriceClassID;
if (priceOption == null)
{
switch (itemType)
{
case ContractDetailType.Setup:
priceOption = item.BasePriceOption;
break;
case ContractDetailType.Renewal:
priceOption = item.RenewalPriceOption;
break;
case ContractDetailType.Billing:
priceOption = item.FixedRecurringPriceOption;
break;
case ContractDetailType.UsagePrice:
priceOption = item.UsagePriceOption;
break;
}
}
CM.CurrencyInfo currencyInfo = new CM.CurrencyInfo();
currencyInfo.BaseCuryID = new PXSetup <Company>(sender.Graph).Current.BaseCuryID;
currencyInfo.CuryID = curyID;
Customer customer = PXSelect <Customer, Where <Customer.bAccountID, Equal <Required <Customer.bAccountID> > > > .Select(sender.Graph, customerID);
if (customer != null && customer.CuryRateTypeID != null)
{
currencyInfo.CuryRateTypeID = customer.CuryRateTypeID;
}
currencyInfo.SetCuryEffDate(sender.Graph.Caches[typeof(CM.CurrencyInfo)], date);
if (nonstock != null && currencyInfo != null)
{
switch (priceOption)
{
case PriceOption.ItemPrice:
itemPrice = ARSalesPriceMaint.CalculateSalesPrice(sender, customerPriceClass, customerID, itemID, currencyInfo, qty, nonstock.BaseUnit, date ?? DateTime.Now, false) ?? 0m;
break;
case PriceOption.ItemPercent:
itemPrice = ((ARSalesPriceMaint.CalculateSalesPrice(sender, customerPriceClass, customerID, itemID, currencyInfo, qty, nonstock.BaseUnit, date ?? DateTime.Now, false) ?? 0m) / 100m * (fixedPrice ?? 0m));
break;
case PriceOption.BasePercent:
itemPrice = (setupPrice ?? 0m) / 100m * (fixedPrice ?? 0m);
break;
case PriceOption.Manually:
itemPrice = fixedPrice ?? 0m;
break;
}
}
}
return(itemPrice);
}
protected virtual List <BillingData> BillTask(PMTask task, PMBillingRule rule, DateTime billingDate)
{
PMProject project = PXSelect <PMProject, Where <PMProject.contractID, Equal <Required <PMProject.contractID> > > > .Select(this, task.ProjectID);
Customer customer = PXSelect <Customer, Where <Customer.bAccountID, Equal <Required <Customer.bAccountID> > > > .Select(this, project.CustomerID);
List <BillingData> list = new List <BillingData>();
Dictionary <int, decimal> availableQty = new Dictionary <int, decimal>();
Dictionary <int, ContractDetail> billingItems = new Dictionary <int, ContractDetail>();
//recurent Billing:
PXSelectBase <ContractDetail> selectBilling = new PXSelect <ContractDetail,
Where <ContractDetail.contractID, Equal <Required <ContractDetail.contractID> >,
And <ContractDetail.taskID, Equal <Required <ContractDetail.taskID> > > > >(this);
foreach (ContractDetail billing in selectBilling.Select(task.ProjectID, task.TaskID))
{
billingItems.Add(billing.InventoryID.Value, billing);
if (billing.Included > 0)
{
if (billing.ResetUsage == ResetUsageOption.OnBilling)
{
availableQty.Add(billing.InventoryID.Value, billing.Included.Value);
}
else
{
decimal qtyLeft = billing.Included.Value - billing.LastBilledQty ?? 0;
if (qtyLeft > 0)
{
availableQty.Add(billing.InventoryID.Value, qtyLeft);
}
}
}
bool bill = false;
if (billing.ResetUsage == ResetUsageOption.OnBilling)
{
bill = true;
}
else
{
if (billing.LastBilledDate == null)
{
bill = true;
}
}
if (bill)
{
ARTran arTran = new ARTran();
arTran.InventoryID = billing.InventoryID;
arTran.TranDesc = billing.Description;
arTran.Qty = billing.Included;
arTran.UOM = billing.UOM;
arTran.ExtPrice = billing.ItemFee;
arTran.TranAmt = arTran.ExtPrice;
arTran.ProjectID = task.ProjectID;
arTran.TaskID = task.TaskID;
arTran.Commissionable = false; //todo
string subCD = null;
#region Set Account and Subaccount
if (billing.AccountSource != PMAccountSource.None)
{
if (rule.AccountSource == PMAccountSource.RecurringBillingItem)
{
if (billing.AccountID != null)
{
arTran.AccountID = billing.AccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.BillingRuleAccountIsNotConfiguredForBillingRecurent, item.InventoryCD);
}
}
else if (billing.AccountSource == PMAccountSource.Project)
{
if (project.DefaultAccountID != null)
{
arTran.AccountID = project.DefaultAccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.ProjectAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, project.ContractCD);
}
}
else if (billing.AccountSource == PMAccountSource.Task)
{
if (task.DefaultAccountID != null)
{
arTran.AccountID = task.DefaultAccountID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.TaskAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, project.ContractCD, task.TaskCD);
}
}
else if (billing.AccountSource == PMAccountSource.InventoryItem)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
if (item != null)
{
if (item.SalesAcctID != null)
{
arTran.AccountID = item.SalesAcctID;
}
else
{
throw new PXException(Messages.InventoryAccountIsNotConfiguredForBillingRecurent, item.InventoryCD);
}
}
}
else if (billing.AccountSource == PMAccountSource.Customer && customer != null)
{
CR.Location customerLoc = PXSelect <CR.Location, Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .Select(this, customer.BAccountID, customer.DefLocationID);
if (customerLoc != null)
{
if (customerLoc.CSalesAcctID != null)
{
arTran.AccountID = customerLoc.CSalesAcctID;
}
else
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.CustomerAccountIsNotConfiguredForBillingRecurent, item.InventoryCD, customer.AcctCD);
}
}
}
if (arTran.AccountID == null && !string.IsNullOrEmpty(billing.SubMask))
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, billing.InventoryID);
throw new PXException(Messages.SubAccountCannotBeComposed, item.InventoryCD);
}
else if (arTran.AccountID != null && !string.IsNullOrEmpty(billing.SubMask))
{
subCD = PMRecurentBillSubAccountMaskAttribute.MakeSub <PMBillingRule.subMask>(this, billing.SubMask,
new object[] { billing.SubID, project.DefaultSubID, task.DefaultSubID },
new Type[] { typeof(PMBillingRule.subID), typeof(PMProject.defaultSubID), typeof(PMTask.defaultSubID) });
}
}
#endregion
list.Add(new BillingData(arTran, rule, null, subCD, null, null));
billing.LastBilledDate = billingDate;
ContractDetail.Update(billing);
}
}
int mult = 1;
PMAccountGroup ag = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(this, rule.AccountGroupID);
if (ag == null)
{
throw new PXException(Messages.AccountGroupInBillingRuleNotFound, rule.BillingID, rule.AccountGroupID);
}
if (ag.Type == GL.AccountType.Liability || ag.Type == GL.AccountType.Income)
{
mult = -1;
}
DateTime cuttofDate = billingDate; //all transactions excluding the current day.
ContractBillingSchedule schedule = PXSelect <ContractBillingSchedule> .Search <ContractBillingSchedule.contractID>(this, task.ProjectID);
if (schedule != null && schedule.Type == BillingType.OnDemand)
{
cuttofDate = billingDate.AddDays(1); //all transactions including the current day.
}
else
{
if (IncludeTodaysTransactions)
{
cuttofDate = billingDate.AddDays(1);
}
}
List <PMTran> billingBase = SelectBillingBase(task.ProjectID, task.TaskID, rule.AccountGroupID, cuttofDate,
rule.IncludeNonBillable == true);
foreach (PMTran tran in billingBase)
{
ARTran arTran = new ARTran();
arTran.BranchID = tran.BranchID;
if (tran.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
arTran.InventoryID = tran.InventoryID;
}
arTran.TranDesc = tran.Description;
arTran.UOM = tran.UOM;
arTran.Qty = tran.BillableQty * mult;
arTran.ExtPrice = tran.Amount * mult;
if (arTran.Qty != 0)
{
arTran.UnitPrice = arTran.ExtPrice / arTran.Qty;
}
else
{
arTran.UnitPrice = 0;
}
arTran.TranAmt = arTran.ExtPrice;
arTran.ProjectID = task.ProjectID;
arTran.TaskID = task.TaskID;
arTran.PMTranID = tran.TranID;
arTran.Commissionable = false; //todo
arTran.Date = tran.Date;
string subCD = null;
#region Set Account and Subaccount
int?employeeSubID = null;
if (tran.ResourceID != null)
{
EP.EPEmployee emp = PXSelect <EP.EPEmployee, Where <EP.EPEmployee.bAccountID, Equal <Required <EP.EPEmployee.bAccountID> > > > .Select(this, tran.ResourceID);
if (emp != null)
{
employeeSubID = emp.SalesSubID;
}
}
if (rule.AccountSource != PMAccountSource.None)
{
if (rule.AccountSource == PMAccountSource.BillingRule)
{
if (rule.AccountID != null)
{
arTran.AccountID = rule.AccountID;
}
else
{
throw new PXException(Messages.BillingRuleAccountIsNotConfiguredForBilling, rule.BillingID);
}
}
else if (rule.AccountSource == PMAccountSource.Project)
{
if (project.DefaultAccountID != null)
{
arTran.AccountID = project.DefaultAccountID;
}
else
{
throw new PXException(Messages.ProjectAccountIsNotConfiguredForBilling, rule.BillingID, project.ContractCD);
}
}
else if (rule.AccountSource == PMAccountSource.Task)
{
if (task.DefaultAccountID != null)
{
arTran.AccountID = task.DefaultAccountID;
}
else
{
throw new PXException(Messages.TaskAccountIsNotConfiguredForBilling, rule.BillingID, project.ContractCD, task.TaskCD);
}
}
else if (rule.AccountSource == PMAccountSource.InventoryItem)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, tran.InventoryID);
if (item != null)
{
if (item.SalesAcctID != null)
{
arTran.AccountID = item.SalesAcctID;
}
else
{
throw new PXException(Messages.InventoryAccountIsNotConfiguredForBilling, rule.BillingID, item.InventoryCD);
}
}
}
else if (rule.AccountSource == PMAccountSource.Customer && customer != null)
{
CR.Location customerLoc = PXSelect <CR.Location, Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .Select(this, customer.BAccountID, customer.DefLocationID);
if (customerLoc != null)
{
if (customerLoc.CSalesAcctID != null)
{
arTran.AccountID = customerLoc.CSalesAcctID;
}
else
{
throw new PXException(Messages.CustomerAccountIsNotConfiguredForBilling, rule.BillingID, customer.AcctCD);
}
}
}
else if (rule.AccountSource == PMAccountSource.Resource)
{
EP.EPEmployee emp = PXSelect <EP.EPEmployee, Where <EP.EPEmployee.bAccountID, Equal <Required <EP.EPEmployee.bAccountID> > > > .Select(this, tran.ResourceID);
if (emp != null)
{
if (emp.SalesAcctID != null)
{
arTran.AccountID = emp.SalesAcctID;
}
else
{
throw new PXException(Messages.EmployeeAccountIsNotConfiguredForBilling, rule.BillingID, emp.AcctCD);
}
}
}
if (arTran.AccountID == null && !string.IsNullOrEmpty(rule.SubMask))
{
throw new PXException(Messages.SubAccountCannotBeComposed, rule.BillingID);
}
else if (arTran.AccountID != null && !string.IsNullOrEmpty(rule.SubMask))
{
subCD = PMBillSubAccountMaskAttribute.MakeSub <PMBillingRule.subMask>(this, rule.SubMask,
new object[] { tran.SubID, rule.SubID, project.DefaultSubID, task.DefaultSubID, employeeSubID },
new Type[] { typeof(PMTran.subID), typeof(PMBillingRule.subID), typeof(PMProject.defaultSubID), typeof(PMTask.defaultSubID), typeof(EP.EPEmployee.salesSubID) });
}
}
#endregion
string note = PXNoteAttribute.GetNote(Transactions.Cache, tran);
Guid[] files = PXNoteAttribute.GetFileNotes(Transactions.Cache, tran);
list.Add(new BillingData(arTran, rule, tran, subCD, note, files));
if (billingItems.ContainsKey(tran.InventoryID.Value))
{
if (availableQty.ContainsKey(tran.InventoryID.Value))
{
decimal available = availableQty[tran.InventoryID.Value];
if (tran.BillableQty <= available)
{
//Transaction is already payed for as a post payment included. Thus it should be free.
arTran.TranDesc = PXMessages.LocalizeNoPrefix(CT.Messages.PrefixIncludedUsage) + " " + tran.Description;
availableQty[tran.InventoryID.Value] -= arTran.Qty.Value; //decrease available qty
arTran.UnitPrice = 0;
arTran.ExtPrice = 0;
arTran.TranAmt = 0;
}
else
{
arTran.TranDesc = PXMessages.LocalizeNoPrefix(CT.Messages.PrefixOverused) + " " + tran.Description;
arTran.Qty = arTran.Qty - available;
availableQty[tran.InventoryID.Value] = 0; //all available qty was used.
}
}
}
tran.Billed = true;
tran.BilledDate = billingDate;
Transactions.Update(tran);
}
return(list);
}
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);
}
public static void ConvertToAccount(Contact contact, AccountsFilter param)
{
BusinessAccountMaint accountMaint = CreateInstance <BusinessAccountMaint>();
object cd = param.BAccountID;
accountMaint.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ClassID = param.AccountClass,
ParentBAccountID = contact.ParentBAccountID
};
#region Set Contact and Address fields
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(accountMaint, new object[] { contact });
if (cls != null && cls.OwnerToBAccount == true)
{
account.WorkgroupID = contact.WorkgroupID;
account.OwnerID = contact.OwnerID;
}
try
{
object newValue = account.OwnerID;
accountMaint.BAccount.Cache.RaiseFieldVerifying <BAccount.ownerID>(account, ref newValue);
}
catch (PXSetPropertyException)
{
account.OwnerID = null;
}
account = accountMaint.BAccount.Insert(account);
accountMaint.Answers.CopyAllAttributes(account, contact);
Contact defContact = PXCache <Contact> .CreateCopy(PXSelect <Contact, Where <Contact.contactID, Equal <Current <BAccount.defContactID> > > > .SelectSingleBound(accountMaint, new object[] { account }));
var defContactNoteID = defContact.NoteID;
PXCache <Contact> .RestoreCopy(defContact, contact);
defContact.ContactType = ContactTypesAttribute.BAccountProperty;
defContact.FullName = account.AcctName;
defContact.ContactID = account.DefContactID;
defContact.BAccountID = account.BAccountID;
defContact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
defContact.DuplicateFound = false;
defContact.WorkgroupID = null;
defContact.OwnerID = null;
defContact.NoteID = defContactNoteID;
defContact = accountMaint.DefContact.Update(defContact);
Address contactAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Contact.defAddressID> > > > .Select(accountMaint, contact.DefAddressID);
if (contactAddress == null)
{
throw new PXException(Messages.DefAddressNotExists, contact.DisplayName);
}
contactAddress.BAccountID = account.BAccountID;
accountMaint.AddressCurrent.Cache.Clear();
defContact.DefAddressID = contactAddress.AddressID;
defContact = accountMaint.DefContact.Update(defContact);
contactAddress = accountMaint.AddressCurrent.Update(contactAddress);
account.DefAddressID = contactAddress.AddressID;
accountMaint.BAccount.Update(account);
contact.BAccountID = account.BAccountID;
contact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
contact.DuplicateFound = false;
if (contact.QualificationDate == null)
{
contact.QualificationDate = PXTimeZoneInfo.Now;
}
accountMaint.Contacts.Cache.SetStatus(contact, PXEntryStatus.Updated);
CR.Location location = accountMaint.DefLocation.Select();
location.DefAddressID = contactAddress.AddressID;
accountMaint.DefLocation.Update(location);
account.NoteID = PXNoteAttribute.GetNoteID <CRActivity.noteID>(accountMaint.CurrentBAccount.Cache, account);
foreach (CRPMTimeActivity a in PXSelect <CRPMTimeActivity, Where <CRPMTimeActivity.refNoteID, Equal <Required <Contact.noteID> > > > .Select(accountMaint, contact.NoteID))
{
a.BAccountID = account.BAccountID;
accountMaint.Activities.Cache.Update(a);
}
#endregion
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(accountMaint);
PXNoteAttribute.CopyNoteAndFiles(accountMaint.Contacts.Cache, contact, accountMaint.CurrentBAccount.Cache, account, setup);
throw new PXRedirectRequiredException(accountMaint, "Business Account");
}
protected virtual void Location_IsAPPaymentInfoSameAsMain_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
CR.Location record = (CR.Location)e.Row;
if (record.IsAPPaymentInfoSameAsMain == false)
{
LocationAPPaymentInfo mainloc = APPaymentInfoLocation.Select();
record.VCashAccountID = mainloc.VCashAccountID;
record.VPaymentMethodID = mainloc.VPaymentMethodID;
record.VPaymentLeadTime = mainloc.VPaymentLeadTime;
record.VPaymentByType = mainloc.VPaymentByType;
record.VSeparateCheck = mainloc.VSeparateCheck;
record.IsRemitAddressSameAsMain = mainloc.IsRemitAddressSameAsMain;
record.VRemitAddressID = mainloc.VRemitAddressID;
record.IsRemitContactSameAsMain = mainloc.IsRemitContactSameAsMain;
record.VRemitContactID = mainloc.VRemitContactID;
record.VPaymentInfoLocationID = record.LocationID;
LocationAPPaymentInfo copyloc = new LocationAPPaymentInfo();
copyloc.BAccountID = record.BAccountID;
copyloc.LocationID = record.LocationID;
copyloc.VCashAccountID = record.VCashAccountID;
copyloc.VPaymentMethodID = record.VPaymentMethodID;
copyloc.VPaymentLeadTime = record.VPaymentLeadTime;
copyloc.VPaymentByType = record.VPaymentByType;
copyloc.VSeparateCheck = record.VSeparateCheck;
copyloc.IsRemitAddressSameAsMain = record.IsRemitAddressSameAsMain;
copyloc.VDefAddressID = record.VDefAddressID;
copyloc.VRemitAddressID = record.VRemitAddressID;
copyloc.IsRemitContactSameAsMain = record.IsRemitContactSameAsMain;
copyloc.VRemitContactID = record.VRemitContactID;
copyloc.VDefContactID = record.VDefContactID;
if (copyloc.VDefAddressID != copyloc.VRemitAddressID)
{
Address copyaddr = FindAddress(copyloc.VRemitAddressID);
copyaddr = PXCache <Address> .CreateCopy(copyaddr);
copyaddr.AddressID = null;
copyaddr = RemitAddress.Insert(copyaddr);
copyloc.VRemitAddressID = copyaddr.AddressID;
record.VRemitAddressID = copyaddr.AddressID;
}
if (copyloc.VDefContactID != copyloc.VRemitContactID)
{
Contact copycont = FindContact(copyloc.VRemitContactID);
copycont = PXCache <Contact> .CreateCopy(copycont);
copycont.ContactID = null;
copycont.NoteID = null;
copycont = RemitContact.Insert(copycont);
copyloc.VRemitContactID = copycont.ContactID;
record.VRemitContactID = copycont.ContactID;
}
foreach (VendorPaymentMethodDetail maindet in this.PaymentDetails.Select(mainloc.BAccountID, mainloc.LocationID, mainloc.VPaymentMethodID))
{
VendorPaymentMethodDetail copydet = PXCache <VendorPaymentMethodDetail> .CreateCopy(maindet);
copydet.LocationID = copyloc.LocationID;
this.PaymentDetails.Insert(copydet);
}
BusinessAccount.Cache.Current = (BAccount)PXParentAttribute.SelectParent(sender, e.Row, typeof(BAccount));
APPaymentInfoLocation.Insert(copyloc);
}
if (record.IsAPPaymentInfoSameAsMain == true)
{
foreach (VendorPaymentMethodDetail copydet in this.PaymentDetails.Select(record.BAccountID, record.LocationID, record.VPaymentMethodID))
{
this.PaymentDetails.Delete(copydet);
}
BAccount baccount = (BAccount)PXParentAttribute.SelectParent(sender, e.Row, typeof(BAccount));
if (baccount != null)
{
record.VPaymentInfoLocationID = baccount.DefLocationID;
Location mainloc = PXSelect <CR.Location, Where <CR.Location.bAccountID, Equal <Required <CR.Location.bAccountID> >, And <CR.Location.locationID, Equal <Required <CR.Location.locationID> > > > > .Select(sender.Graph, baccount.BAccountID, baccount.DefLocationID);
if (mainloc != null)
{
if (record.DefAddressID != record.VRemitAddressID && mainloc.VRemitAddressID != record.VRemitAddressID)
{
Address copyaddr = FindAddress(record.VRemitAddressID);
RemitAddress.Delete(copyaddr);
}
if (record.DefContactID != record.VRemitContactID && mainloc.VRemitContactID != record.VRemitContactID)
{
Contact copycont = FindContact(record.VRemitContactID);
RemitContact.Delete(copycont);
}
}
}
record.VCashAccountID = null;
record.VPaymentMethodID = null;
record.VPaymentLeadTime = 0;
record.VSeparateCheck = false;
record.VRemitAddressID = null;
record.VRemitContactID = null;
}
}
protected override BAccount CreateMaster(BusinessAccountMaint graph, AccountConversionOptions config)
{
var param = AccountInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
object cd = param.BAccountID;
graph.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = graph.BAccount.Insert(new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ParentBAccountID = document.ParentBAccountID,
CampaignSourceID = document.CampaignID,
});
account.ClassID = param.AccountClass; // In case of (param.AccountClass == null) constructor fills ClassID with default value, so we have to set this directly.
CRCustomerClass ocls = PXSelect <
CRCustomerClass,
Where <
CRCustomerClass.cRCustomerClassID, Equal <Required <CRCustomerClass.cRCustomerClassID> > > >
.SelectSingleBound(graph, null, account.ClassID);
if (ocls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
account.WorkgroupID = document.WorkgroupID;
account.OwnerID = document.OwnerID;
}
account = graph.BAccount.Update(account);
if (param.LinkContactToAccount == true)
{
// in case of opportunity
Contact contact = PXSelect <Contact, Where <Contact.contactID, Equal <Required <CROpportunity.contactID> > > > .Select(graph, document.RefContactID);
if (contact != null)
{
graph.Answers.CopyAttributes(account, contact);
contact.BAccountID = account.BAccountID;
graph.Contacts.Update(contact);
}
}
var defContact = graph.DefContact.SelectSingle()
?? throw new InvalidOperationException("Cannot get Contact for Business Account."); // just to ensure
MapContact(docContact, account, ref defContact);
MapConsentable(docContact, defContact);
defContact = graph.DefContact.Update(defContact);
var defAddress = graph.AddressCurrent.SelectSingle()
?? throw new InvalidOperationException("Cannot get Address for Business Account."); // just to ensure
MapAddress(docAddress, account, ref defAddress);
defAddress = graph.AddressCurrent.Update(defAddress);
CR.Location location = graph.DefLocation.Select();
location.DefAddressID = defAddress.AddressID;
location.CTaxZoneID = document.TaxZoneID; // Saving tax zone before ReverseDocumentUpdate() removes it
graph.DefLocation.Update(location);
ReverseDocumentUpdate(graph, account);
FillRelations(graph.Relations, account);
FillAttributes(graph.Answers, account);
TransferActivities(graph, account);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), GetMain(document), graph.CurrentBAccount.Cache, account, setup);
return(account);
}
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);
}
