public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLinesGrouped[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLinesGrouped[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLinesGrouped[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLinesGrouped[0].fsAppointment;
Vendor vendorRow = SharedFunctions.GetVendorRow(graphProcess, fsServiceOrderRow.BillCustomerID);
if (vendorRow == null)
{
throw new PXException(TX.Error.AP_POSTING_VENDOR_NOT_FOUND);
}
Base.FieldDefaulting.AddHandler <APInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
APInvoice apInvoiceRow = new APInvoice();
if (invtMult >= 0)
{
apInvoiceRow.DocType = APDocType.DebitAdj;
AutoNumberHelper.CheckAutoNumbering(Base, Base.APSetup.SelectSingle().DebitAdjNumberingID);
}
else
{
apInvoiceRow.DocType = APDocType.Invoice;
AutoNumberHelper.CheckAutoNumbering(Base, Base.APSetup.SelectSingle().InvoiceNumberingID);
}
apInvoiceRow.DocDate = invoiceDate;
apInvoiceRow.FinPeriodID = invoiceFinPeriodID;
apInvoiceRow = PXCache <APInvoice> .CreateCopy(Base.Document.Insert(apInvoiceRow));
initialHold = apInvoiceRow.Hold;
apInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, apInvoiceRow);
apInvoiceRow.VendorID = fsServiceOrderRow.BillCustomerID;
apInvoiceRow.VendorLocationID = fsServiceOrderRow.BillLocationID;
apInvoiceRow.CuryID = fsServiceOrderRow.CuryID;
apInvoiceRow.TaxZoneID = fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID;
apInvoiceRow.TaxCalcMode = fsAppointmentRow != null ? fsAppointmentRow.TaxCalcMode : fsServiceOrderRow.TaxCalcMode;
apInvoiceRow.SuppliedByVendorLocationID = fsServiceOrderRow.BillLocationID;
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, null, fsServiceOrderRow.BillCustomerID);
if (termsID == null)
{
termsID = fsSrvOrdTypeRow.DfltTermIDAP;
}
apInvoiceRow.FinPeriodID = invoiceFinPeriodID;
apInvoiceRow.TermsID = termsID;
apInvoiceRow.DocDesc = fsServiceOrderRow.DocDesc;
apInvoiceRow.Hold = true;
apInvoiceRow = Base.Document.Update(apInvoiceRow);
apInvoiceRow.TaxCalcMode = PX.Objects.TX.TaxCalculationMode.TaxSetting;
apInvoiceRow = Base.Document.Update(apInvoiceRow);
InvoicingFunctions.SetContactAndAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, apInvoiceRow);
}
IDocLine docLine = null;
APTran apTranRow = null;
FSxAPTran fsxAPTranRow = null;
PMTask pmTaskRow = null;
foreach (DocLineExt docLineExt in docLinesGrouped)
{
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
apTranRow = new APTran();
apTranRow = Base.Transactions.Insert(apTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.branchID>(apTranRow, docLine.BranchID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.inventoryID>(apTranRow, docLine.InventoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.uOM>(apTranRow, docLine.UOM);
pmTaskRow = docLineExt.pmTask;
if (pmTaskRow != null && pmTaskRow.Status == ProjectTaskStatus.Completed)
{
throw new PXException(TX.Error.POSTING_PMTASK_ALREADY_COMPLETED, fsServiceOrderRow.RefNbr, docLine.LineRef, pmTaskRow.TaskCD);
}
if (docLine.AcctID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.accountID>(apTranRow, docLine.AcctID);
}
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.subID>(apTranRow, docLine.SubID);
}
catch (PXException)
{
apTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(graphProcess,
Base.Transactions.Cache,
null,
apTranRow,
null,
fsSrvOrdTypeRow,
apTranRow.BranchID,
apTranRow.InventoryID,
apInvoiceRow.VendorLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.taskID>(apTranRow, docLine.ProjectTaskID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.qty>(apTranRow, docLine.GetQty(FieldType.BillableField));
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.tranDesc>(apTranRow, docLine.TranDesc);
apTranRow = Base.Transactions.Update(apTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.curyUnitCost>(apTranRow, docLine.CuryUnitPrice * invtMult);
if (docLine.ProjectID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.projectID>(apTranRow, docLine.ProjectID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.taxCategoryID>(apTranRow, docLine.TaxCategoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.costCodeID>(apTranRow, docLine.CostCodeID);
if (docLine.IsBillable == false)
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.manualDisc>(apTranRow, true);
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.curyDiscAmt>(apTranRow, docLine.GetQty(FieldType.BillableField) * docLine.CuryUnitPrice * invtMult);
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <APTran.discPct>(apTranRow, docLine.DiscPct);
}
fsxAPTranRow = Base.Transactions.Cache.GetExtension <FSxAPTran>(apTranRow);
fsxAPTranRow.Source = docLine.BillingBy;
fsxAPTranRow.SOID = fsServiceOrderRow.SOID;
fsxAPTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxAPTranRow.BillCustomerID = fsServiceOrderRow.CustomerID;
fsxAPTranRow.CustomerLocationID = fsServiceOrderRow.LocationID;
fsxAPTranRow.SODetID = docLine.PostSODetID;
fsxAPTranRow.AppointmentID = docLine.PostAppointmentID;
fsxAPTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxAPTranRow.AppDetID = docLine.PostAppDetID;
if (docLine.BillingBy == ID.Billing_By.APPOINTMENT)
{
//// TODO AC-142850
////fsxAPTranRow.AppointmentDate = new DateTime(
//// fsAppointmentRow.ActualDateTimeBegin.Value.Year,
//// fsAppointmentRow.ActualDateTimeBegin.Value.Month,
//// fsAppointmentRow.ActualDateTimeBegin.Value.Day,
//// 0,
//// 0,
//// 0);
}
fsxAPTranRow.Mem_PreviousPostID = docLine.PostID;
fsxAPTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, apTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = apTranRow = Base.Transactions.Update(apTranRow);
if (onTransactionInserted != null)
{
onTransactionInserted(Base, apTranRow);
}
}
apInvoiceRow = Base.Document.Update(apInvoiceRow);
if (Base.APSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExtIfDifferent <APInvoice.curyOrigDocAmt>(apInvoiceRow, apInvoiceRow.CuryDocBal);
}
if (initialHold != true)
{
Base.Document.Cache.SetValueExtIfDifferent <APInvoice.hold>(apInvoiceRow, false);
}
apInvoiceRow = Base.Document.Update(apInvoiceRow);
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLines[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLines[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLines[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLines[0].fsAppointment;
Base.FieldDefaulting.AddHandler <ARInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
ARInvoice arInvoiceRow = new ARInvoice();
if (invtMult >= 0)
{
arInvoiceRow.DocType = ARInvoiceType.Invoice;
AutoNumberHelper.CheckAutoNumbering(Base, Base.ARSetup.SelectSingle().InvoiceNumberingID);
}
else
{
arInvoiceRow.DocType = ARInvoiceType.CreditMemo;
AutoNumberHelper.CheckAutoNumbering(Base, Base.ARSetup.SelectSingle().CreditAdjNumberingID);
}
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.InvoiceNbr = fsServiceOrderRow.CustPORefNbr;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
initialHold = arInvoiceRow.Hold;
arInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, arInvoiceRow);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.hold>(arInvoiceRow, true);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerID>(arInvoiceRow, fsServiceOrderRow.BillCustomerID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceOrderRow.BillLocationID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.curyID>(arInvoiceRow, fsServiceOrderRow.CuryID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.taxZoneID>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID);
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.taxCalcMode>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxCalcMode : fsServiceOrderRow.TaxCalcMode);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceOrderRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.termsID>(arInvoiceRow, fsSrvOrdTypeRow.DfltTermIDARSO);
}
if (fsServiceOrderRow.ProjectID != null)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.projectID>(arInvoiceRow, fsServiceOrderRow.ProjectID);
}
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.docDesc>(arInvoiceRow, fsServiceOrderRow.DocDesc);
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow = Base.Document.Update(arInvoiceRow);
InvoicingFunctions.SetContactAndAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, arInvoiceRow);
}
IDocLine docLine = null;
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
PMTask pmTaskRow = null;
List <SharedClasses.SOARLineEquipmentComponent> componentList = new List <SharedClasses.SOARLineEquipmentComponent>();
int?acctID;
int?pivotAppointmentDetID = -1;
foreach (DocLineExt docLineExt in docLines)
{
docLine = docLineExt.docLine;
if (docLineExt.fsAppointment != null)
{
if (pivotAppointmentDetID != docLineExt.docLine.LineID)
{
pivotAppointmentDetID = docLineExt.docLine.LineID;
}
else
{
continue;
}
}
FSSODetSplit fsSODetSplitRow = docLineExt.fsSODetSplit;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
arTranRow = new ARTran();
arTranRow = Base.Transactions.Insert(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.branchID>(arTranRow, docLine.BranchID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.inventoryID>(arTranRow, docLine.InventoryID);
pmTaskRow = docLineExt.pmTask;
if (pmTaskRow != null && pmTaskRow.Status == ProjectTaskStatus.Completed)
{
throw new PXException(TX.Error.POSTING_PMTASK_ALREADY_COMPLETED, fsServiceOrderRow.RefNbr, docLine.LineRef, pmTaskRow.TaskCD);
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.taskID>(arTranRow, docLine.ProjectTaskID);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.uOM>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.UOM : docLine.UOM);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.siteID>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.SiteID : docLine.SiteID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.locationID>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.LocationID : docLine.SiteLocationID);
if (docLine.IsService == true || fsAppointmentRow != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.qty>(arTranRow, docLine.GetQty(FieldType.BillableField));
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.qty>(arTranRow, fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 ? fsSODetSplitRow.Qty : docLine.GetQty(FieldType.BillableField));
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.tranDesc>(arTranRow, docLine.TranDesc);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.salesPersonID>(arTranRow, fsAppointmentRow == null ? fsServiceOrderRow.SalesPersonID : fsAppointmentRow.SalesPersonID);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = ServiceOrderCore.Get_TranAcctID_DefaultValue(graphProcess,
fsSrvOrdTypeRow.SalesAcctSource,
docLine.InventoryID,
docLine.SiteID,
fsServiceOrderRow);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.accountID>(arTranRow, acctID);
if (docLine.SubID != null)
{
try
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.subID>(arTranRow, docLine.SubID);
}
catch (PXException)
{
arTranRow.SubID = null;
}
}
else
{
InvoicingFunctions.SetCombinedSubID(graphProcess,
Base.Transactions.Cache,
arTranRow,
null,
null,
fsSrvOrdTypeRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.manualPrice>(arTranRow, docLine.ManualPrice);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice * invtMult);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.taxCategoryID>(arTranRow, docLine.TaxCategoryID);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.commissionable>(arTranRow, fsAppointmentRow?.Commissionable ?? fsServiceOrderRow.Commissionable ?? false);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.costCodeID>(arTranRow, docLine.CostCodeID);
if (docLine.IsBillable == false)
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.manualDisc>(arTranRow, true);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyDiscAmt>(arTranRow, docLine.GetQty(FieldType.BillableField) * docLine.CuryUnitPrice * invtMult);
}
else
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.curyExtPrice>(arTranRow, ((docLine.CuryBillableExtPrice * invtMult) / docLine.GetQty(FieldType.BillableField)) * arTranRow.Qty);
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.discPct>(arTranRow, docLine.DiscPct);
}
if (fsAppointmentRow != null && !string.IsNullOrEmpty(docLine.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, docLine.LotSerialNbr);
}
else if (fsSODetSplitRow.SplitLineNbr > 0 && !string.IsNullOrEmpty(fsSODetSplitRow.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, fsSODetSplitRow.LotSerialNbr);
}
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = docLine.BillingBy;
fsxARTranRow.SOID = fsServiceOrderRow.SOID;
fsxARTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxARTranRow.BillCustomerID = fsServiceOrderRow.CustomerID;
fsxARTranRow.CustomerLocationID = fsServiceOrderRow.LocationID;
fsxARTranRow.SODetID = docLine.PostSODetID;
fsxARTranRow.AppointmentID = docLine.PostAppointmentID;
fsxARTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxARTranRow.AppDetID = docLine.PostAppDetID;
fsxARTranRow.Mem_PreviousPostID = docLine.PostID;
fsxARTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, arTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
if (fsAppointmentRow != null && !string.IsNullOrEmpty(docLine.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, docLine.LotSerialNbr);
}
else if (fsSODetSplitRow != null && fsSODetSplitRow.SplitLineNbr > 0 && !string.IsNullOrEmpty(fsSODetSplitRow.LotSerialNbr))
{
Base.Transactions.Cache.SetValueExtIfDifferent <ARTran.lotSerialNbr>(arTranRow, fsSODetSplitRow.LotSerialNbr);
}
if (PXAccess.FeatureInstalled <FeaturesSet.equipmentManagementModule>())
{
if (docLine.EquipmentAction != null)
{
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.equipmentAction>(arTranRow, docLine.EquipmentAction);
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.sMEquipmentID>(arTranRow, docLine.SMEquipmentID);
Base.Transactions.Cache.SetValueExtIfDifferent <FSxARTran.equipmentLineRef>(arTranRow, docLine.EquipmentLineRef);
fsxARTranRow.Comment = docLine.Comment;
if (docLine.EquipmentAction == ID.Equipment_Action.SELLING_TARGET_EQUIPMENT ||
((docLine.EquipmentAction == ID.Equipment_Action.CREATING_COMPONENT ||
docLine.EquipmentAction == ID.Equipment_Action.UPGRADING_COMPONENT ||
docLine.EquipmentAction == ID.Equipment_Action.NONE) &&
string.IsNullOrEmpty(docLine.NewTargetEquipmentLineNbr) == false))
{
componentList.Add(new SharedClasses.SOARLineEquipmentComponent(docLine, arTranRow, fsxARTranRow));
}
else
{
fsxARTranRow.ComponentID = docLine.ComponentID;
}
}
}
if (onTransactionInserted != null)
{
onTransactionInserted(Base, arTranRow);
}
}
if (componentList.Count > 0)
{
//Assigning the NewTargetEquipmentLineNbr field value for the component type records
foreach (SharedClasses.SOARLineEquipmentComponent currLineModel in componentList.Where(x => x.equipmentAction == ID.Equipment_Action.SELLING_TARGET_EQUIPMENT))
{
foreach (SharedClasses.SOARLineEquipmentComponent currLineComponent in componentList.Where(x => (x.equipmentAction == ID.Equipment_Action.CREATING_COMPONENT ||
x.equipmentAction == ID.Equipment_Action.UPGRADING_COMPONENT ||
x.equipmentAction == ID.Equipment_Action.NONE)))
{
if (currLineComponent.sourceNewTargetEquipmentLineNbr == currLineModel.sourceLineRef)
{
currLineComponent.fsxARTranRow.ComponentID = currLineComponent.componentID;
currLineComponent.fsxARTranRow.NewTargetEquipmentLineNbr = currLineModel.currentLineRef;
}
}
}
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
if (initialHold != true || quickProcessFlow != PXQuickProcess.ActionFlow.NoFlow)
{
Base.Document.Cache.SetValueExtIfDifferent <ARInvoice.hold>(arInvoiceRow, false);
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLines.Count == 0)
{
return;
}
FSServiceOrder fsServiceOrderRow = docLines[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLines[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLines[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLines[0].fsAppointment;
PMRegister pmRegisterRow = new PMRegister();
pmRegisterRow.Module = BatchModule.PM;
pmRegisterRow.Date = invoiceDate;
pmRegisterRow.Description = fsAppointmentRow != null ? fsAppointmentRow.DocDesc : fsServiceOrderRow.DocDesc;
pmRegisterRow.Status = PMRegister.status.Balanced;
pmRegisterRow.OrigDocType = fsAppointmentRow != null ? PMOrigDocType.Appointment : PMOrigDocType.ServiceOrder;
pmRegisterRow.OrigNoteID = fsAppointmentRow != null ? fsAppointmentRow.NoteID : fsServiceOrderRow.NoteID;
pmRegisterRow = PXCache <PMRegister> .CreateCopy(Base.Document.Insert(pmRegisterRow));
IDocLine docLine = null;
PMTask pmTaskRow = null;
PMTran pmTranRow = null;
foreach (DocLineExt docLineExt in docLinesGrouped)
{
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
pmTranRow = new PMTran();
pmTranRow.Date = invoiceDate;
pmTranRow.BranchID = docLine.BranchID;
pmTranRow = PXCache <PMTran> .CreateCopy(Base.Transactions.Insert(pmTranRow));
pmTaskRow = docLineExt.pmTask;
if (pmTaskRow != null && pmTaskRow.Status == ProjectTaskStatus.Completed)
{
throw new PXException(TX.Error.POSTING_PMTASK_ALREADY_COMPLETED, fsServiceOrderRow.RefNbr, docLine.LineRef, pmTaskRow.TaskCD);
}
if (docLine.ProjectID != null)
{
pmTranRow.ProjectID = docLine.ProjectID;
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
pmTranRow.TaskID = docLine.ProjectTaskID;
}
pmTranRow.TranCuryID = fsAppointmentRow != null ? fsAppointmentRow.CuryID : fsServiceOrderRow.CuryID;
pmTranRow.UOM = docLine.UOM;
pmTranRow.BAccountID = fsServiceOrderRow.BillCustomerID;
pmTranRow.Billable = true;
pmTranRow.InventoryID = docLine.InventoryID;
pmTranRow.CostCodeID = docLine.CostCodeID;
pmTranRow.LocationID = fsServiceOrderRow.BillLocationID;
pmTranRow.Qty = docLine.GetQty(FieldType.BillableField);
pmTranRow.FinPeriodID = invoiceFinPeriodID;
pmTranRow.TranCuryUnitRate = docLine.CuryUnitPrice * invtMult;
pmTranRow.TranCuryAmount = docLine.GetTranAmt(FieldType.BillableField) * invtMult;
pmTranRow.AccountGroupID = fsSrvOrdTypeRow.AccountGroupID;
pmTranRow.Description = docLine.TranDesc;
fsPostDocRow.DocLineRef = pmTranRow = Base.Transactions.Update(pmTranRow);
}
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLinesGrouped[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLinesGrouped[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLinesGrouped[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLinesGrouped[0].fsAppointment;
Base.FieldDefaulting.AddHandler <ARInvoice.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
ARInvoice arInvoiceRow = new ARInvoice();
if (invtMult >= 0)
{
arInvoiceRow.DocType = ARInvoiceType.Invoice;
}
else
{
arInvoiceRow.DocType = ARInvoiceType.CreditMemo;
}
arInvoiceRow.DocDate = invoiceDate;
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow.InvoiceNbr = fsServiceOrderRow.CustPORefNbr;
arInvoiceRow = Base.Document.Insert(arInvoiceRow);
initialHold = arInvoiceRow.Hold;
arInvoiceRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.Document.Cache, arInvoiceRow);
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, true);
Base.Document.Cache.SetValueExt <ARInvoice.customerID>(arInvoiceRow, fsServiceOrderRow.BillCustomerID);
Base.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arInvoiceRow, fsServiceOrderRow.BillLocationID);
Base.Document.Cache.SetValueExt <ARInvoice.curyID>(arInvoiceRow, fsServiceOrderRow.CuryID);
Base.Document.Cache.SetValueExt <ARInvoice.taxZoneID>(arInvoiceRow, fsAppointmentRow != null ? fsAppointmentRow.TaxZoneID : fsServiceOrderRow.TaxZoneID);
string termsID = InvoicingFunctions.GetTermsIDFromCustomerOrVendor(graphProcess, fsServiceOrderRow.BillCustomerID, null);
if (termsID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, termsID);
}
else
{
Base.Document.Cache.SetValueExt <ARInvoice.termsID>(arInvoiceRow, fsSrvOrdTypeRow.DfltTermIDARSO);
}
if (fsServiceOrderRow.ProjectID != null)
{
Base.Document.Cache.SetValueExt <ARInvoice.projectID>(arInvoiceRow, fsServiceOrderRow.ProjectID);
}
Base.Document.Cache.SetValueExt <ARInvoice.docDesc>(arInvoiceRow, fsServiceOrderRow.DocDesc);
arInvoiceRow.FinPeriodID = invoiceFinPeriodID;
arInvoiceRow = Base.Document.Update(arInvoiceRow);
InvoicingFunctions.SetAddress(Base, fsServiceOrderRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, arInvoiceRow);
}
IDocLine docLine = null;
ARTran arTranRow = null;
FSxARTran fsxARTranRow = null;
int? acctID;
foreach (DocLineExt docLineExt in docLinesGrouped)
{
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
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);
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
PMTask pmTaskRow = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(graphProcess, docLine.ProjectTaskID);
Base.Transactions.Cache.SetValueExt <ARTran.taskID>(arTranRow, pmTaskRow.TaskCD);
}
Base.Transactions.Cache.SetValueExt <ARTran.qty>(arTranRow, docLine.GetQty(FieldType.BillableField));
Base.Transactions.Cache.SetValueExt <ARTran.tranDesc>(arTranRow, docLine.TranDesc);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
Base.Transactions.Cache.SetValueExt <ARTran.salesPersonID>(arTranRow, fsAppointmentRow == null ? fsServiceOrderRow.SalesPersonID : fsAppointmentRow.SalesPersonID);
if (docLine.AcctID != null)
{
acctID = docLine.AcctID;
}
else
{
acctID = (int?)ServiceOrderCore.Get_TranAcctID_DefaultValue(
graphProcess,
fsSrvOrdTypeRow.SalesAcctSource,
docLine.InventoryID,
fsServiceOrderRow);
}
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,
fsSrvOrdTypeRow,
arTranRow.BranchID,
arTranRow.InventoryID,
arInvoiceRow.CustomerLocationID,
fsServiceOrderRow.BranchLocationID,
fsServiceOrderRow.SalesPersonID,
docLine.IsService);
}
Base.Transactions.Cache.SetValueExt <ARTran.curyUnitPrice>(arTranRow, docLine.CuryUnitPrice * invtMult);
Base.Transactions.Cache.SetValueExt <ARTran.taxCategoryID>(arTranRow, docLine.TaxCategoryID);
//Base.Transactions.Cache.SetValueExt<ARTran.curyExtPrice>(arTranRow, docLine.GetTranAmt(FieldType.BillableField) * invtMult);
Base.Transactions.Cache.SetValueExt <ARTran.commissionable>(arTranRow, fsAppointmentRow?.Commissionable ?? fsServiceOrderRow.Commissionable ?? false);
Base.Transactions.Cache.SetValueExt <ARTran.costCodeID>(arTranRow, docLine.CostCodeID);
fsxARTranRow = Base.Transactions.Cache.GetExtension <FSxARTran>(arTranRow);
fsxARTranRow.Source = docLine.BillingBy;
fsxARTranRow.SOID = fsServiceOrderRow.SOID;
fsxARTranRow.ServiceOrderDate = fsServiceOrderRow.OrderDate;
fsxARTranRow.BillCustomerID = fsServiceOrderRow.BillCustomerID;
fsxARTranRow.CustomerLocationID = fsServiceOrderRow.BillLocationID;
fsxARTranRow.SODetID = docLine.PostSODetID;
fsxARTranRow.AppointmentID = docLine.PostAppointmentID;
fsxARTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxARTranRow.AppDetID = docLine.PostAppDetID;
fsxARTranRow.Mem_PreviousPostID = docLine.PostID;
fsxARTranRow.Mem_TableSource = docLine.SourceTable;
SharedFunctions.CopyNotesAndFiles(Base.Transactions.Cache, arTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.DocLineRef = arTranRow = Base.Transactions.Update(arTranRow);
if (onTransactionInserted != null)
{
onTransactionInserted(Base, arTranRow);
}
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
if (Base.ARSetup.Current.RequireControlTotal == true)
{
Base.Document.Cache.SetValueExt <ARInvoice.curyOrigDocAmt>(arInvoiceRow, arInvoiceRow.CuryDocBal);
}
if (initialHold != true)
{
Base.Document.Cache.SetValueExt <ARInvoice.hold>(arInvoiceRow, false);
}
arInvoiceRow = Base.Document.Update(arInvoiceRow);
}
public virtual void CreateInvoice(PXGraph graphProcess, List <DocLineExt> docLines, List <DocLineExt> docLinesGrouped, short invtMult, DateTime?invoiceDate, string invoiceFinPeriodID, OnDocumentHeaderInsertedDelegate onDocumentHeaderInserted, OnTransactionInsertedDelegate onTransactionInserted, PXQuickProcess.ActionFlow quickProcessFlow)
{
if (docLinesGrouped.Count == 0)
{
return;
}
bool?initialHold = false;
FSServiceOrder fsServiceOrderRow = docLinesGrouped[0].fsServiceOrder;
FSSrvOrdType fsSrvOrdTypeRow = docLinesGrouped[0].fsSrvOrdType;
FSPostDoc fsPostDocRow = docLinesGrouped[0].fsPostDoc;
FSAppointment fsAppointmentRow = docLinesGrouped[0].fsAppointment;
Base.FieldDefaulting.AddHandler <INRegister.branchID>((sender, e) =>
{
e.NewValue = fsServiceOrderRow.BranchID;
e.Cancel = true;
});
INRegister inRegisterRow = new INRegister();
inRegisterRow.DocType = INDocType.Issue;
AutoNumberHelper.CheckAutoNumbering(Base, Base.insetup.SelectSingle().IssueNumberingID);
inRegisterRow.TranDate = invoiceDate;
inRegisterRow.FinPeriodID = invoiceFinPeriodID;
inRegisterRow.TranDesc = fsAppointmentRow != null ? fsAppointmentRow.DocDesc : fsServiceOrderRow.DocDesc;
inRegisterRow = PXCache <INRegister> .CreateCopy(Base.issue.Insert(inRegisterRow));
initialHold = inRegisterRow.Hold;
inRegisterRow.NoteID = null;
PXNoteAttribute.GetNoteIDNow(Base.issue.Cache, inRegisterRow);
Base.issue.Cache.SetValueExtIfDifferent <INRegister.hold>(inRegisterRow, true);
inRegisterRow = Base.issue.Update(inRegisterRow);
if (onDocumentHeaderInserted != null)
{
onDocumentHeaderInserted(Base, inRegisterRow);
}
IDocLine docLine = null;
INTran inTranRow = null;
FSxINTran fsxINTranRow = null;
PMTask pmTaskRow = null;
List <GroupDocLineExt> singleLines =
docLines.Where(x => x.docLine.LineType == ID.LineType_ALL.INVENTORY_ITEM).GroupBy(
x => new { x.docLine.DocID, x.docLine.LineID },
(key, group)
=> new GroupDocLineExt(key.DocID, key.LineID, group.ToList())).ToList();
foreach (GroupDocLineExt singleLine in singleLines)
{
DocLineExt docLineExt = singleLine.Group.First();
docLine = docLineExt.docLine;
fsPostDocRow = docLineExt.fsPostDoc;
fsServiceOrderRow = docLineExt.fsServiceOrder;
fsSrvOrdTypeRow = docLineExt.fsSrvOrdType;
fsAppointmentRow = docLineExt.fsAppointment;
inTranRow = new INTran();
inTranRow.BranchID = docLine.BranchID;
inTranRow.TranType = INTranType.Issue;
inTranRow = PXCache <INTran> .CreateCopy(Base.transactions.Insert(inTranRow));
inTranRow.InventoryID = docLine.InventoryID;
inTranRow.UOM = docLine.UOM;
pmTaskRow = docLineExt.pmTask;
if (pmTaskRow != null && pmTaskRow.Status == ProjectTaskStatus.Completed)
{
throw new PXException(TX.Error.POSTING_PMTASK_ALREADY_COMPLETED, fsServiceOrderRow.RefNbr, docLine.LineRef, pmTaskRow.TaskCD);
}
if (docLine.ProjectID != null && docLine.ProjectTaskID != null)
{
inTranRow.ProjectID = docLine.ProjectID;
inTranRow.TaskID = docLine.ProjectTaskID;
}
inTranRow.SiteID = docLine.SiteID;
inTranRow.LocationID = docLine.SiteLocationID;
inTranRow.TranDesc = docLine.TranDesc;
inTranRow.CostCodeID = docLine.CostCodeID;
inTranRow.ReasonCode = fsSrvOrdTypeRow.ReasonCode;
inTranRow = PXCache <INTran> .CreateCopy(Base.transactions.Update(inTranRow));
INTranSplit currentSplit = Base.splits.Select();
if (fsAppointmentRow == null)
{
bool qtyAssigned = false;
if (currentSplit != null &&
singleLine.Group != null &&
singleLine.Group.Count > 0)
{
Base.splits.Delete(currentSplit);
}
foreach (DocLineExt splitLine in singleLine.Group)
{
if (splitLine.fsSODetSplit.SplitLineNbr != null && splitLine.fsSODetSplit.Completed == false)
{
INTranSplit split = new INTranSplit();
split = Base.splits.Insert(split);
INTranSplit copySplit = (INTranSplit)Base.splits.Cache.CreateCopy(split);
copySplit.SiteID = splitLine.fsSODetSplit.SiteID != null ? splitLine.fsSODetSplit.SiteID : copySplit.SiteID;
copySplit.LocationID = splitLine.fsSODetSplit.LocationID != null ? splitLine.fsSODetSplit.LocationID : copySplit.LocationID;
copySplit.LotSerialNbr = splitLine.fsSODetSplit.LotSerialNbr;
copySplit.Qty = splitLine.fsSODetSplit.Qty;
split = Base.splits.Update(copySplit);
qtyAssigned = true;
}
}
inTranRow = (INTran)Base.transactions.Cache.CreateCopy(Base.transactions.Current);
if (qtyAssigned == false)
{
inTranRow.Qty = docLine.GetQty(FieldType.BillableField);
}
else if (inTranRow.Qty != docLine.GetQty(FieldType.BillableField))
{
throw new PXException(TX.Error.QTY_POSTED_ERROR);
}
}
else
{
bool qtyAssigned = false;
if (string.IsNullOrEmpty(docLine.LotSerialNbr) == false)
{
if (currentSplit != null)
{
Base.splits.Delete(currentSplit);
}
INTranSplit split = new INTranSplit();
split = Base.splits.Insert(split);
INTranSplit copySplit = (INTranSplit)Base.splits.Cache.CreateCopy(split);
copySplit.SiteID = docLine.SiteID;
copySplit.LocationID = docLine.SiteLocationID != null ? docLine.SiteLocationID : copySplit.LocationID;
copySplit.LotSerialNbr = docLine.LotSerialNbr != null ? docLine.LotSerialNbr : copySplit.LotSerialNbr;
copySplit.Qty = docLine.GetQty(FieldType.BillableField);
split = Base.splits.Update(copySplit);
qtyAssigned = true;
}
inTranRow = (INTran)Base.transactions.Cache.CreateCopy(Base.transactions.Current);
if (qtyAssigned == false)
{
inTranRow.Qty = docLine.GetQty(FieldType.BillableField);
}
else if (inTranRow.Qty != docLine.GetQty(FieldType.BillableField))
{
throw new PXException(TX.Error.QTY_POSTED_ERROR);
}
}
inTranRow.UnitPrice = docLine.CuryUnitPrice * invtMult;
inTranRow.TranAmt = docLine.GetTranAmt(FieldType.BillableField) * invtMult;
fsxINTranRow = Base.transactions.Cache.GetExtension <FSxINTran>(inTranRow);
fsxINTranRow.Source = docLine.BillingBy;
fsxINTranRow.SOID = fsServiceOrderRow.SOID;
fsxINTranRow.BillCustomerID = fsServiceOrderRow.CustomerID;
fsxINTranRow.CustomerLocationID = fsServiceOrderRow.LocationID;
fsxINTranRow.SODetID = docLine.PostSODetID;
fsxINTranRow.AppointmentID = docLine.PostAppointmentID;
fsxINTranRow.AppointmentDate = fsAppointmentRow?.ExecutionDate;
fsxINTranRow.AppDetID = docLine.PostAppDetID;
SharedFunctions.CopyNotesAndFiles(Base.transactions.Cache, inTranRow, docLine, fsSrvOrdTypeRow);
fsPostDocRow.INDocLineRef = inTranRow = Base.transactions.Update(inTranRow);
if (onTransactionInserted != null)
{
onTransactionInserted(Base, inTranRow);
}
}
inRegisterRow = Base.issue.Update(inRegisterRow);
if (Base.insetup.Current?.RequireControlTotal == true)
{
Base.issue.Cache.SetValueExtIfDifferent <INRegister.controlQty>(inRegisterRow, inRegisterRow.TotalQty);
Base.issue.Cache.SetValueExtIfDifferent <INRegister.controlAmount>(inRegisterRow, inRegisterRow.TotalAmount);
}
if (initialHold != true)
{
Base.issue.Cache.SetValueExtIfDifferent <INRegister.hold>(inRegisterRow, false);
}
inRegisterRow = Base.issue.Update(inRegisterRow);
}