/// <summary>
/// Process all Schedules (FSSchedule) in each Contract (FSContract).
/// </summary>
public virtual void processServiceContract(PXCache cache, FSContractSchedule fsScheduleRow, DateTime?fromDate, DateTime?toDate)
{
List <Schedule> mapScheduleResults = new List <Schedule>();
FSServiceContract fsServiceContractRow_Current = ServiceContractSelected.Select(fsScheduleRow.EntityID);
if (fsServiceContractRow_Current != null)
{
fsScheduleRow.ContractDescr = fsServiceContractRow_Current.DocDesc;
}
mapScheduleResults = MapFSScheduleToSchedule.convertFSScheduleToSchedule(cache, fsScheduleRow, toDate, ID.RecordType_ServiceContract.SERVICE_CONTRACT);
generate_APP_SO_UpdateContracts(mapScheduleResults, ID.RecordType_ServiceContract.SERVICE_CONTRACT, fromDate, toDate, fsScheduleRow);
}
public virtual IEnumerable GenerateProjection(PXAdapter adapter)
{
if (RouteAppointmentForecastingFilter.Current != null &&
RouteAppointmentForecastingFilter.Current.DateBegin != null &&
RouteAppointmentForecastingFilter.Current.DateEnd != null &&
RouteAppointmentForecastingFilter.Current.DateBegin < RouteAppointmentForecastingFilter.Current.DateEnd)
{
DateTime beginFromFilter = RouteAppointmentForecastingFilter.Current.DateBegin.Value;
DateTime endToFilter = RouteAppointmentForecastingFilter.Current.DateEnd.Value;
string recordType = ID.RecordType_ServiceContract.ROUTE_SERVICE_CONTRACT;
int?serviceID = RouteAppointmentForecastingFilter.Current.ServiceID;
int?customerID = RouteAppointmentForecastingFilter.Current.CustomerID;
int?customerLocationID = RouteAppointmentForecastingFilter.Current.CustomerLocationID;
int?routeID = RouteAppointmentForecastingFilter.Current.RouteID;
PXLongOperation.StartOperation(
this,
delegate
{
using (PXTransactionScope ts = new PXTransactionScope())
{
if (beginFromFilter != null && endToFilter != null)
{
DateHandler requestDate = new DateHandler(endToFilter);
var period = new Period((DateTime)beginFromFilter, (DateTime)endToFilter);
List <Scheduler.Schedule> scheduleListToProcess = new List <Scheduler.Schedule>();
var generator = new TimeSlotGenerator();
var fsRouteContractScheduleRecords =
PXSelectJoinGroupBy <FSRouteContractSchedule,
InnerJoin <FSServiceContract,
On <FSServiceContract.serviceContractID, Equal <FSRouteContractSchedule.entityID> >,
InnerJoin <FSScheduleRoute,
On <FSScheduleRoute.scheduleID, Equal <FSRouteContractSchedule.scheduleID> >,
InnerJoin <FSScheduleDet,
On <FSScheduleDet.scheduleID, Equal <FSRouteContractSchedule.scheduleID> > > > >,
Where <
FSRouteContractSchedule.entityType, Equal <FSSchedule.entityType.Contract>,
And <FSServiceContract.recordType, Equal <FSServiceContract.recordType.RouteServiceContract>,
And <FSRouteContractSchedule.active, Equal <True>,
And <FSServiceContract.status, Equal <FSServiceContract.status.Active>,
And <FSRouteContractSchedule.startDate, LessEqual <Required <FSRouteContractSchedule.startDate> >,
And2 <
Where <
Required <FSScheduleDet.inventoryID>, IsNull,
Or <FSScheduleDet.inventoryID, Equal <Required <FSScheduleDet.inventoryID> > > >,
And2 <
Where <
Required <FSRouteContractSchedule.customerID>, IsNull,
Or <FSRouteContractSchedule.customerID, Equal <Required <FSRouteContractSchedule.customerID> > > >,
And2 <
Where <
Required <FSRouteContractSchedule.customerLocationID>, IsNull,
Or <FSRouteContractSchedule.customerLocationID, Equal <Required <FSRouteContractSchedule.customerLocationID> > > >,
And2 <
Where <
Required <FSScheduleRoute.dfltRouteID>, IsNull,
Or <FSScheduleRoute.dfltRouteID, Equal <Required <FSScheduleRoute.dfltRouteID> > > >,
And <
Where <FSRouteContractSchedule.endDate, IsNull,
Or <FSRouteContractSchedule.endDate, GreaterEqual <Required <FSRouteContractSchedule.startDate> > > > > > > > > > > > > >,
Aggregate <
GroupBy <FSRouteContractSchedule.scheduleID> > >
.Select(this, beginFromFilter, serviceID, serviceID, customerID, customerID, customerLocationID, customerLocationID, routeID, routeID, endToFilter);
foreach (FSRouteContractSchedule fsRouteContractScheduleRecord in fsRouteContractScheduleRecords)
{
List <Scheduler.Schedule> mapScheduleResults = MapFSScheduleToSchedule.convertFSScheduleToSchedule(RouteAppointmentForecastingFilter.Cache, fsRouteContractScheduleRecord, endToFilter, recordType);
foreach (Scheduler.Schedule mapSchedule in mapScheduleResults)
{
scheduleListToProcess.Add(mapSchedule);
}
}
if (recordType == ID.RecordType_ServiceContract.ROUTE_SERVICE_CONTRACT)
{
foreach (Scheduler.Schedule schedule in scheduleListToProcess)
{
schedule.Priority = (int?)RouteScheduleProcess.SetSchedulePriority(schedule, this);
schedule.RouteInfoList = RouteScheduleProcess.getRouteListFromSchedule(schedule, this);
}
}
List <TimeSlot> timeSlots = generator.GenerateCalendar(period, scheduleListToProcess);
var fsRouteAppointmentForecastingRecords =
PXSelect <FSRouteAppointmentForecasting,
Where <
FSRouteAppointmentForecasting.startDate, GreaterEqual <Required <FSRouteAppointmentForecasting.startDate> >,
And <
FSRouteAppointmentForecasting.startDate, LessEqual <Required <FSRouteAppointmentForecasting.startDate> > > > >
.Select(this, beginFromFilter, endToFilter);
PXCache <FSRouteAppointmentForecasting> cacheRouteForecasting = new PXCache <FSRouteAppointmentForecasting>(this);
foreach (FSRouteAppointmentForecasting fsRouteAppointmentDetailProjectionRecord in fsRouteAppointmentForecastingRecords)
{
cacheRouteForecasting.PersistDeleted(fsRouteAppointmentDetailProjectionRecord);
}
foreach (TimeSlot timeSlot in timeSlots)
{
requestDate.setDate(timeSlot.DateTimeBegin);
FSSchedule fsScheduleRow = ScheduleSelected.Select(timeSlot.ScheduleID);
FSScheduleRoute fsScheduleRouteRow = ScheduleRouteSelected.Select(fsScheduleRow.ScheduleID);
FSServiceContract fsServiceContractRow = ServiceContractSelected.Select(fsScheduleRow.EntityID);
FSRouteAppointmentForecasting fsRouteAppointmentForecastingRow = new FSRouteAppointmentForecasting();
fsRouteAppointmentForecastingRow.RouteID = fsScheduleRouteRow.DfltRouteID;
fsRouteAppointmentForecastingRow.StartDate = requestDate.StartOfDay();
fsRouteAppointmentForecastingRow.ScheduleID = fsScheduleRow.ScheduleID;
fsRouteAppointmentForecastingRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsRouteAppointmentForecastingRow.CustomerLocationID = fsServiceContractRow.CustomerLocationID;
fsRouteAppointmentForecastingRow.CustomerID = fsServiceContractRow.CustomerID;
fsRouteAppointmentForecastingRow.SequenceOrder = int.Parse(fsScheduleRouteRow.GlobalSequence);
cacheRouteForecasting.PersistInserted(fsRouteAppointmentForecastingRow);
}
}
ts.Complete();
}
});
}
return(adapter.Get());
}
/// <summary>
/// Create a Service Order from a TimeSlot.
/// </summary>
protected void CreateServiceOrder(TimeSlot timeSlotServiceOrder, bool createAppointmentFlag = false, bool appointmentsBelongToRoute = false)
{
// This action allows to avoid errors related to cache
if (graphServiceOrderEntry != null)
{
graphServiceOrderEntry.Clear(PXClearOption.ClearAll);
}
else
{
graphServiceOrderEntry = PXGraph.CreateInstance <ServiceOrderEntry>();
graphServiceOrderEntry.DisableServiceOrderUnboundFieldCalc = true;
}
FSSchedule fsScheduleRow = ScheduleSelected.Select(timeSlotServiceOrder.ScheduleID);
FSServiceContract fsServiceContractRow = ServiceContractSelected.Select(fsScheduleRow.EntityID);
bool isPrepaidContract = fsServiceContractRow.BillingType == ID.Contract_BillingType.STANDARDIZED_BILLINGS;
//Services from the Schedule
var fsScheduleDetSet = ScheduleLinesSelected.Select(timeSlotServiceOrder.ScheduleID);
//Templates from the Schedule
var fsScheduleDetTemplateSet = ScheduleTemplatesSelected.Select(timeSlotServiceOrder.ScheduleID);
FSServiceOrder fsServiceOrderRow = new FSServiceOrder();
fsServiceOrderRow.SrvOrdType = fsScheduleRow.SrvOrdType;
graphServiceOrderEntry.ServiceOrderRecords.Insert(fsServiceOrderRow);
fsServiceOrderRow = graphServiceOrderEntry.ServiceOrderRecords.Cache.CreateCopy(graphServiceOrderEntry.ServiceOrderRecords.Current) as FSServiceOrder;
fsServiceOrderRow.BranchID = fsScheduleRow.BranchID;
fsServiceOrderRow.BranchLocationID = fsScheduleRow.BranchLocationID;
fsServiceOrderRow.OrderDate = timeSlotServiceOrder.DateTimeBegin.Date;
fsServiceOrderRow.CustomerID = fsServiceContractRow.CustomerID;
fsServiceOrderRow.LocationID = fsScheduleRow.CustomerLocationID;
graphServiceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);
fsServiceOrderRow = graphServiceOrderEntry.ServiceOrderRecords.Cache.CreateCopy(graphServiceOrderEntry.ServiceOrderRecords.Current) as FSServiceOrder;
// Currently Service-Management's contracts DO NOT support multi-currency specification
// therefore their ServiceOrders MUST be created in customer base currency
if (PXAccess.FeatureInstalled <FeaturesSet.multicurrency>())
{
string curyID = null;
Customer customer = (Customer)PXSelect <Customer,
Where <Customer.bAccountID, Equal <Required <Customer.bAccountID> > > >
.Select(this, fsServiceContractRow.CustomerID);
if (customer != null)
{
curyID = customer.CuryID;
}
if (string.IsNullOrEmpty(curyID) == true)
{
curyID = this.Accessinfo.BaseCuryID ?? new PXSetup <PX.Objects.GL.Company>(this).Current?.BaseCuryID;
}
fsServiceOrderRow.CuryID = curyID;
}
fsServiceOrderRow.DocDesc = timeSlotServiceOrder.Descr;
fsServiceOrderRow.BillCustomerID = fsServiceContractRow.BillCustomerID;
fsServiceOrderRow.BillLocationID = fsServiceContractRow.BillLocationID;
fsServiceOrderRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsServiceOrderRow.ProjectID = fsServiceContractRow.ProjectID;
fsServiceOrderRow.DfltProjectTaskID = fsServiceContractRow.DfltProjectTaskID;
if (isPrepaidContract == true &&
graphServiceOrderEntry.BillingCycleRelated.Current != null &&
graphServiceOrderEntry.BillingCycleRelated.Current.BillingBy == ID.Billing_By.SERVICE_ORDER)
{
fsServiceOrderRow.BillServiceContractID = fsServiceContractRow.ServiceContractID;
}
fsServiceOrderRow.ScheduleID = timeSlotServiceOrder.ScheduleID;
fsServiceOrderRow.ServiceContractID = fsServiceContractRow.ServiceContractID;
fsServiceOrderRow.GenerationID = timeSlotServiceOrder.GenerationID;
fsServiceOrderRow.SalesPersonID = fsServiceContractRow.SalesPersonID;
fsServiceOrderRow.Commissionable = fsServiceContractRow.Commissionable;
fsServiceOrderRow = graphServiceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);
if (fsServiceOrderRow.SalesPersonID == null)
{
object salesPersonID;
graphServiceOrderEntry.ServiceOrderRecords.Cache.RaiseFieldDefaulting <FSServiceOrder.salesPersonID>(fsServiceOrderRow, out salesPersonID);
fsServiceOrderRow.SalesPersonID = (int?)salesPersonID;
object commissionable;
graphServiceOrderEntry.ServiceOrderRecords.Cache.RaiseFieldDefaulting <FSServiceOrder.commissionable>(fsServiceOrderRow, out commissionable);
fsServiceOrderRow.Commissionable = (bool?)commissionable;
}
graphServiceOrderEntry.Answers.CopyAllAttributes(fsServiceOrderRow, fsScheduleRow);
#region Setting Service Order Details
foreach (FSScheduleDet fsScheduleDetRow in fsScheduleDetSet)
{
if (fsScheduleDetRow.LineType == ID.LineType_ServiceContract.SERVICE_TEMPLATE)
{
foreach (FSScheduleDet fsScheduleDetLocalRow in fsScheduleDetTemplateSet.Where(x => ((FSScheduleDet)x).ServiceTemplateID == fsScheduleDetRow.ServiceTemplateID))
{
var fsServiceTemplateDetSet_Service = ServiceTemplateSelected.Select(fsScheduleDetRow.ServiceTemplateID);
foreach (FSServiceTemplateDet fsServiceTemplateDetRow_Service in fsServiceTemplateDetSet_Service)
{
FSSODet fsSODetRow = new FSSODet();
// Insert the new row with key fields
fsSODetRow.ScheduleID = fsScheduleDetLocalRow.ScheduleID;
fsSODetRow.ScheduleDetID = fsScheduleDetLocalRow.ScheduleDetID;
fsSODetRow.LineType = fsServiceTemplateDetRow_Service.LineType;
fsSODetRow = graphServiceOrderEntry.ServiceOrderDetails.Insert(fsSODetRow);
fsSODetRow.InventoryID = fsServiceTemplateDetRow_Service.InventoryID;
fsSODetRow = graphServiceOrderEntry.ServiceOrderDetails.Update(fsSODetRow);
PXNoteAttribute.CopyNoteAndFiles(ScheduleLinesSelected.Cache,
fsScheduleDetLocalRow,
graphServiceOrderEntry.ServiceOrderDetails.Cache,
fsSODetRow,
copyNotes: true,
copyFiles: true);
// Create a copy to update the other fields
fsSODetRow = (FSSODet)graphServiceOrderEntry.ServiceOrderDetails.Cache.CreateCopy(fsSODetRow);
fsSODetRow.TranDesc = fsServiceTemplateDetRow_Service.TranDesc;
InventoryItem inventoryItemRow = SharedFunctions.GetInventoryItemRow(this, fsServiceTemplateDetRow_Service.InventoryID);
if (inventoryItemRow != null)
{
FSxService fsxServiceRow = PXCache <InventoryItem> .GetExtension <FSxService>(inventoryItemRow);
if (fsxServiceRow != null && fsxServiceRow.BillingRule == ID.BillingRule.TIME)
{
int?estimatedDuration = CalculateEstimatedDuration(fsSODetRow, fsServiceTemplateDetRow_Service.Qty);
fsSODetRow.EstimatedDuration = estimatedDuration;
}
else
{
fsSODetRow.EstimatedQty = fsServiceTemplateDetRow_Service.Qty;
}
}
if (fsServiceContractRow.SourcePrice == ID.SourcePrice.CONTRACT)
{
fsSODetRow.ManualPrice = true;
// TODO: Check where is assigned the contract price?
}
if (createAppointmentFlag)
{
fsSODetRow.Scheduled = true;
fsSODetRow.Status = ID.Status_SODet.SCHEDULED;
}
fsSODetRow.EquipmentAction = fsScheduleDetRow.EquipmentAction;
fsSODetRow.SMEquipmentID = fsScheduleDetRow.SMEquipmentID;
fsSODetRow.ComponentID = fsScheduleDetRow.ComponentID;
fsSODetRow.EquipmentLineRef = fsScheduleDetRow.EquipmentLineRef;
fsSODetRow.ProjectTaskID = fsScheduleDetRow.ProjectTaskID;
fsSODetRow.CostCodeID = fsScheduleDetRow.CostCodeID;
if (fsSODetRow.InventoryID != null)
{
fsSODetRow.ProjectTaskID = fsScheduleDetRow.ProjectTaskID;
fsSODetRow.CostCodeID = fsScheduleDetRow.CostCodeID;
}
graphServiceOrderEntry.ServiceOrderDetails.Update(fsSODetRow);
}
}
}
else
{
FSSODet fsSODetRow = new FSSODet();
// Insert the new row with key fields
fsSODetRow.ScheduleID = fsScheduleDetRow.ScheduleID;
fsSODetRow.ScheduleDetID = fsScheduleDetRow.ScheduleDetID;
fsSODetRow.LineType = fsScheduleDetRow.LineType;
fsSODetRow = graphServiceOrderEntry.ServiceOrderDetails.Insert(fsSODetRow);
fsSODetRow.InventoryID = fsScheduleDetRow.InventoryID;
fsSODetRow = graphServiceOrderEntry.ServiceOrderDetails.Update(fsSODetRow);
PXNoteAttribute.CopyNoteAndFiles(ScheduleLinesSelected.Cache,
fsScheduleDetRow,
graphServiceOrderEntry.ServiceOrderDetails.Cache,
fsSODetRow,
copyNotes: true,
copyFiles: true);
// Create a copy to update the other fields
fsSODetRow = (FSSODet)graphServiceOrderEntry.ServiceOrderDetails.Cache.CreateCopy(fsSODetRow);
fsSODetRow.TranDesc = fsScheduleDetRow.TranDesc;
fsSODetRow.BillingRule = fsScheduleDetRow.BillingRule;
if (fsSODetRow.BillingRule == ID.BillingRule.TIME)
{
int?estimatedDuration = CalculateEstimatedDuration(fsSODetRow, fsScheduleDetRow?.Qty);
fsSODetRow.EstimatedDuration = estimatedDuration;
}
else
{
fsSODetRow.EstimatedQty = fsScheduleDetRow.Qty;
}
if (fsServiceContractRow.SourcePrice == ID.SourcePrice.CONTRACT)
{
fsSODetRow.ManualPrice = true;
// TODO: AC-142850 Check where is assigned the contract price?
}
if (createAppointmentFlag)
{
fsSODetRow.Scheduled = true;
fsSODetRow.Status = ID.Status_SODet.SCHEDULED;
}
fsSODetRow.EquipmentAction = fsScheduleDetRow.EquipmentAction;
fsSODetRow.SMEquipmentID = fsScheduleDetRow.SMEquipmentID;
fsSODetRow.ComponentID = fsScheduleDetRow.ComponentID;
fsSODetRow.EquipmentLineRef = fsScheduleDetRow.EquipmentLineRef;
fsSODetRow.ProjectTaskID = fsScheduleDetRow.ProjectTaskID;
fsSODetRow.CostCodeID = fsScheduleDetRow.CostCodeID;
if (fsSODetRow.InventoryID != null)
{
fsSODetRow.ProjectTaskID = fsScheduleDetRow.ProjectTaskID;
fsSODetRow.CostCodeID = fsScheduleDetRow.CostCodeID;
}
graphServiceOrderEntry.ServiceOrderDetails.Update(fsSODetRow);
}
}
if (fsScheduleRow.VendorID != null)
{
FSSOEmployee fsSOEmployeeRow = new FSSOEmployee();
fsSOEmployeeRow.EmployeeID = fsScheduleRow.VendorID;
graphServiceOrderEntry.ServiceOrderEmployees.Insert(fsSOEmployeeRow);
}
#endregion
graphServiceOrderEntry.Save.Press();
if (createAppointmentFlag)
{
string origStatus = graphServiceOrderEntry.ServiceOrderRecords.Current.Status;
if (origStatus != ID.Status_ServiceOrder.OPEN)
{
//Due to FSAppointment.sORefNbr selector, Service Order status must be OPEN to allow the SetValueExt<SORefNbr> inside createAppointment() work properly.
//PXUpdate is used to avoid raising any ServiceOrderEntry event.
PXUpdate <
Set <FSServiceOrder.status, FSServiceOrder.status.Open>,
FSServiceOrder,
Where <
FSServiceOrder.sOID, Equal <Required <FSServiceOrder.sOID> > > >
.Update(this, graphServiceOrderEntry.ServiceOrderRecords.Current.SOID);
}
CreateAppointment(graphServiceOrderEntry.ServiceOrderRecords.Current, timeSlotServiceOrder, fsScheduleRow, true, appointmentsBelongToRoute, isPrepaidContract);
if (origStatus != ID.Status_ServiceOrder.OPEN)
{
PXUpdate <
Set <FSServiceOrder.status, Required <FSServiceOrder.status> >,
FSServiceOrder,
Where <
FSServiceOrder.sOID, Equal <Required <FSServiceOrder.sOID> > > >
.Update(this, origStatus, graphServiceOrderEntry.ServiceOrderRecords.Current.SOID);
}
}
}
