public static List <EPActivityApprove> RecordContractUsage(List <EPActivityApprove> activities, string description)
{
RegisterEntry registerEntry = CreateInstance <RegisterEntry>();
registerEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
registerEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });//restriction should be applicable only for budgeting.
registerEntry.Document.Cache.Insert();
registerEntry.Document.Current.Description = description;
registerEntry.Document.Current.Released = true;
registerEntry.Document.Current.Status = PMRegister.status.Released;
registerEntry.Views.Caches.Add(typeof(EPActivityApprove));
PXCache activityCache = registerEntry.Caches <EPActivityApprove>();
List <EPActivityApprove> useActivities = new List <EPActivityApprove>();
for (int i = 0; i < activities.Count; i++)
{
EPActivityApprove activity = activities[i];
try
{
PMTran usage = null;
if (activity.ContractID != null)
{
//Contract without CRM mode
usage = CreateContractUsage(registerEntry, activity.ContractID, activity, activity.TimeBillable.GetValueOrDefault());
activity.Billed = true;
activityCache.Update(activity);
}
else if (activity.RefNoteID != null &&
PXSelectJoin <CRCase,
InnerJoin <CRActivityLink,
On <CRActivityLink.refNoteID, Equal <CRCase.noteID> > >,
Where <CRActivityLink.noteID, Equal <Required <PMTimeActivity.refNoteID> > > > .Select(registerEntry, activity.RefNoteID).Count == 1)
{
//Add Contract-Usage
usage = registerEntry.CreateContractUsage(activity, activity.TimeBillable.GetValueOrDefault());
activity.Billed = true;
activityCache.Update(activity);
}
if (usage != null)
{
UsageMaint.AddUsage(activityCache, usage.ProjectID, usage.InventoryID, usage.BillableQty ?? 0m, usage.UOM);
}
useActivities.Add(activity);
}
catch (Exception e)
{
PXProcessing <EPActivityApprove> .SetError(i, e is PXOuterException?e.Message + "\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages) : e.Message);
}
}
if (registerEntry.Transactions.Cache.IsInsertedUpdatedDeleted)
{
registerEntry.Save.Press();
}
else
{
activityCache.Persist(PXDBOperation.Update);
}
return(useActivities);
}
public virtual void Bill(CustomersList customer, EPCustomerBilling.BillingFilter filter)
{
ARInvoiceEntry arGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
RegisterEntry pmGraph = PXGraph.CreateInstance <RegisterEntry>();
arGraph.Clear();
pmGraph.Clear();
PMRegister pmDoc = null;
ARInvoice arDoc = null;
List <ARRegister> doclist = new List <ARRegister>();
List <EPExpenseClaimDetails> listOfDirectBilledClaims = new List <EPExpenseClaimDetails>();
PXSelectBase <EPExpenseClaimDetails> select = new PXSelectJoin <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>, And <Where <Contract.baseType, Equal <Contract.ContractBaseType>, Or <Contract.nonProject, Equal <True> > > > >
, LeftJoin <Account, On <EPExpenseClaimDetails.expenseAccountID, Equal <Account.accountID> > >
>,
Where <EPExpenseClaimDetails.released, Equal <boolTrue>,
And <EPExpenseClaimDetails.billable, Equal <boolTrue>,
And <EPExpenseClaimDetails.billed, Equal <boolFalse>,
And <EPExpenseClaimDetails.customerID, Equal <Required <EPExpenseClaimDetails.customerID> >,
And <EPExpenseClaimDetails.customerLocationID, Equal <Required <EPExpenseClaimDetails.customerLocationID> >,
And <EPExpenseClaimDetails.expenseDate, LessEqual <Required <EPExpenseClaimDetails.expenseDate> >,
And <Where <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>, Or <EPExpenseClaimDetails.contractID, IsNull> > > > > > > > >,
OrderBy <Asc <EPExpenseClaimDetails.branchID> > >(this);
arGraph.RowPersisted.AddHandler <ARInvoice>(
delegate(PXCache sender, PXRowPersistedEventArgs e)
{
if (e.TranStatus == PXTranStatus.Open)
{
foreach (EPExpenseClaimDetails row in listOfDirectBilledClaims.Select(claimdetail => Transactions.Locate(claimdetail)))
{
row.ARDocType = ((ARInvoice)e.Row).DocType;
row.ARRefNbr = ((ARInvoice)e.Row).RefNbr;
}
}
});
decimal signOperation = 1m;
decimal tipQty = 1m;
foreach (PXResult <EPExpenseClaimDetails, Contract, Account> res in select.Select(customer.CustomerID, customer.LocationID, filter.EndDate))
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)res;
if (row.ContractID != null && !ProjectDefaultAttribute.IsNonProject(row.ContractID))
{
if (pmDoc == null)
{
pmDoc = (PMRegister)pmGraph.Document.Cache.Insert();
pmDoc.OrigDocType = PMOrigDocType.ExpenseClaim;
pmDoc.OrigDocNbr = row.RefNbr;
}
PMTran usage = InsertPMTran(pmGraph, res);
if (usage.Released == true) //contract trans are created as released
{
UsageMaint.AddUsage(pmGraph.Transactions.Cache, usage.ProjectID, usage.InventoryID, usage.BillableQty ?? 0m, usage.UOM);
}
}
else
{
if (arDoc == null || arDoc.BranchID != row.BranchID)
{
if (arDoc != null)
{
arDoc.CuryOrigDocAmt = arDoc.CuryDocBal;
arGraph.Document.Update(arDoc);
arGraph.Save.Press();
listOfDirectBilledClaims.Clear();
}
EPExpenseClaimDetails summDetail = PXSelectJoinGroupBy <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>, And <Where <Contract.baseType, Equal <Contract.ContractBaseType>, Or <Contract.nonProject, Equal <True> > > > >
>,
Where <EPExpenseClaimDetails.released, Equal <boolTrue>,
And <EPExpenseClaimDetails.billable, Equal <boolTrue>,
And <EPExpenseClaimDetails.billed, Equal <boolFalse>,
And <EPExpenseClaimDetails.customerID, Equal <Required <EPExpenseClaimDetails.customerID> >,
And <EPExpenseClaimDetails.customerLocationID, Equal <Required <EPExpenseClaimDetails.customerLocationID> >,
And <EPExpenseClaimDetails.expenseDate, LessEqual <Required <EPExpenseClaimDetails.expenseDate> >,
And <EPExpenseClaimDetails.branchID, Equal <Required <EPExpenseClaimDetails.branchID> >,
And <Where <Contract.nonProject, Equal <True>, Or <EPExpenseClaimDetails.contractID, IsNull> > > > > > > > > >
, Aggregate <Sum <EPExpenseClaimDetails.curyTranAmt> >
> .Select(this, customer.CustomerID, customer.LocationID, filter.EndDate, row.BranchID);
if (summDetail.CuryTranAmt < 0)
{
signOperation = -1;
}
else
{
signOperation = 1;
}
arDoc = (ARInvoice)arGraph.Document.Cache.Insert();
//arDocList.Add(arDoc);
if (signOperation < 0)
{
arGraph.Document.Cache.SetValueExt <ARInvoice.docType>(arDoc, AR.ARDocType.CreditMemo);
}
else
{
arGraph.Document.Cache.SetValueExt <ARInvoice.docType>(arDoc, AR.ARDocType.Invoice);
}
arGraph.Document.Cache.SetValueExt <ARInvoice.customerID>(arDoc, row.CustomerID);
arGraph.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arDoc, row.CustomerLocationID);
arGraph.Document.Cache.SetValueExt <ARInvoice.docDate>(arDoc, filter.InvoiceDate);
arGraph.Document.Cache.SetValueExt <ARInvoice.branchID>(arDoc, row.BranchID);
arDoc.OrigModule = BatchModule.EP;
arDoc.OrigRefNbr = row.RefNbr;
arDoc = arGraph.Document.Update(arDoc);
arDoc.FinPeriodID = filter.InvFinPeriodID;
if (Setup.Current.AutomaticReleaseAR == true)
{
arDoc.Hold = false;
}
doclist.Add(arDoc);
}
//insert ARTran
InsertARTran(arGraph, row, signOperation);
if ((row.CuryTipAmt ?? 0) != 0)
{
if (signOperation < 0 == row.ClaimCuryTranAmtWithTaxes < 0)
{
tipQty = 1;
}
else
{
tipQty = -1;
}
InsertARTran(arGraph, row, signOperation, tipQty, true);
}
listOfDirectBilledClaims.Add(row);
}
row.Billed = true;
Transactions.Update(row);
}
if (arDoc != null)
{
arDoc.CuryOrigDocAmt = arDoc.CuryDocBal;
arGraph.Document.Update(arDoc);
arGraph.Save.Press();
}
if (pmDoc != null)
{
pmGraph.Save.Press();
}
this.Persist(typeof(EPExpenseClaimDetails), PXDBOperation.Update);
if (Setup.Current.AutomaticReleaseAR == true)
{
ARDocumentRelease.ReleaseDoc(doclist, false);
}
}
public virtual void Bill(CustomersList customer, EPCustomerBilling.BillingFilter filter)
{
ARInvoiceEntry arGraph = PXGraph.CreateInstance <ARInvoiceEntry>();
RegisterEntry pmGraph = PXGraph.CreateInstance <RegisterEntry>();
arGraph.Clear();
pmGraph.Clear();
PMRegister pmDoc = null;
ARInvoice arDoc = null;
List <ARRegister> doclist = new List <ARRegister>();
List <EPExpenseClaimDetails> listOfDirectBilledClaims = new List <EPExpenseClaimDetails>();
PXSelectBase <EPExpenseClaimDetails> select = new PXSelectJoin <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>,
And <Where <Contract.baseType, Equal <CTPRType.contract>,
Or <Contract.nonProject, Equal <True> > > > >,
LeftJoin <Account, On <EPExpenseClaimDetails.expenseAccountID, Equal <Account.accountID> > > >,
Where <EPExpenseClaimDetails.released, Equal <boolTrue>,
And <EPExpenseClaimDetails.billable, Equal <boolTrue>,
And <EPExpenseClaimDetails.billed, Equal <boolFalse>,
And <EPExpenseClaimDetails.customerID, Equal <Required <EPExpenseClaimDetails.customerID> >,
And <EPExpenseClaimDetails.customerLocationID, Equal <Required <EPExpenseClaimDetails.customerLocationID> >,
And <EPExpenseClaimDetails.expenseDate, LessEqual <Required <EPExpenseClaimDetails.expenseDate> >,
And <Where <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>,
Or <EPExpenseClaimDetails.contractID, IsNull> > > > > > > > >,
OrderBy <Asc <EPExpenseClaimDetails.branchID> > >(this);
arGraph.RowPersisted.AddHandler <ARInvoice>(
delegate(PXCache sender, PXRowPersistedEventArgs e)
{
if (e.TranStatus == PXTranStatus.Open)
{
foreach (EPExpenseClaimDetails row in listOfDirectBilledClaims.Select(claimdetail => Transactions.Locate(claimdetail)))
{
row.ARDocType = ((ARInvoice)e.Row).DocType;
row.ARRefNbr = ((ARInvoice)e.Row).RefNbr;
}
}
});
decimal signOperation = 1m;
decimal tipQty = 1m;
var resultset = select.Select(customer.CustomerID, customer.LocationID, filter.EndDate).AsEnumerable();
FinPeriodUtils.ValidateFinPeriod <EPExpenseClaimDetails>(
resultset.RowCast <EPExpenseClaimDetails>(),
m => filter.InvFinPeriodID,
m => m.BranchID.SingleToArray());
foreach (PXResult <EPExpenseClaimDetails, Contract, Account> res in resultset)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)res;
if (row.ContractID != null && !ProjectDefaultAttribute.IsNonProject(row.ContractID))
{
if (pmDoc == null)
{
EPExpenseClaim claim = PXSelect <EPExpenseClaim, Where <EPExpenseClaim.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(this, row.RefNbr);
pmDoc = (PMRegister)pmGraph.Document.Cache.Insert();
pmDoc.OrigDocType = PMOrigDocType.ExpenseClaim;
pmDoc.OrigNoteID = claim.NoteID;
}
PMTran usage = InsertPMTran(pmGraph, res);
if (usage.Released == true) //contract trans are created as released
{
UsageMaint.AddUsage(pmGraph.Transactions.Cache, usage.ProjectID, usage.InventoryID, usage.BillableQty ?? 0m, usage.UOM);
}
}
else
{
if (arDoc == null || arDoc.BranchID != row.BranchID)
{
if (arDoc != null)
{
arDoc.CuryOrigDocAmt = arDoc.CuryDocBal;
arGraph.Document.Update(arDoc);
arGraph.Save.Press();
listOfDirectBilledClaims.Clear();
}
EPExpenseClaimDetails summDetail = PXSelectJoinGroupBy <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID>,
And <Where <Contract.baseType, Equal <CTPRType.contract>,
Or <Contract.nonProject, Equal <True> > > > > >,
Where <EPExpenseClaimDetails.released, Equal <boolTrue>,
And <EPExpenseClaimDetails.billable, Equal <boolTrue>,
And <EPExpenseClaimDetails.billed, Equal <boolFalse>,
And <EPExpenseClaimDetails.customerID, Equal <Required <EPExpenseClaimDetails.customerID> >,
And <EPExpenseClaimDetails.customerLocationID, Equal <Required <EPExpenseClaimDetails.customerLocationID> >,
And <EPExpenseClaimDetails.expenseDate, LessEqual <Required <EPExpenseClaimDetails.expenseDate> >,
And <EPExpenseClaimDetails.branchID, Equal <Required <EPExpenseClaimDetails.branchID> >,
And <Where <Contract.nonProject, Equal <True>,
Or <EPExpenseClaimDetails.contractID, IsNull> > > > > > > > > >,
Aggregate <Sum <EPExpenseClaimDetails.curyTranAmt> > >
.Select(this, customer.CustomerID, customer.LocationID, filter.EndDate, row.BranchID);
signOperation = summDetail.CuryTranAmt < 0 ? -1 : 1;
// OrigModule should be set before Insert() method
// to organize proper defaulting for any other fields
// which depend on OrigModule value.
//
arDoc = new ARInvoice();
arDoc.OrigModule = BatchModule.EP;
arGraph.Document.Cache.SetValueExt <ARInvoice.docType>(arDoc,
signOperation < 0 ? ARDocType.CreditMemo : ARDocType.Invoice);
arDoc = (ARInvoice)arGraph.Document.Cache.Insert(arDoc);
arGraph.Document.Cache.SetValueExt <ARInvoice.customerID>(arDoc, row.CustomerID);
arGraph.Document.Cache.SetValueExt <ARInvoice.customerLocationID>(arDoc, row.CustomerLocationID);
arGraph.Document.Cache.SetValueExt <ARInvoice.docDate>(arDoc, filter.InvoiceDate);
arGraph.Document.Cache.SetValueExt <ARInvoice.branchID>(arDoc, row.BranchID);
arDoc.OrigRefNbr = row.RefNbr;
arDoc = arGraph.Document.Update(arDoc);
arDoc.FinPeriodID = filter.InvFinPeriodID;
doclist.Add(arDoc);
}
// Insert ARTran.
//
InsertARTran(arGraph, row, signOperation);
if ((row.CuryTipAmt ?? 0) != 0)
{
tipQty = signOperation < 0 == row.ClaimCuryTranAmtWithTaxes < 0 ? 1 : -1;
InsertARTran(arGraph, row, signOperation, tipQty, true);
}
listOfDirectBilledClaims.Add(row);
}
row.Billed = true;
Transactions.Update(row);
}
if (arDoc != null)
{
arDoc.CuryOrigDocAmt = arDoc.CuryDocBal;
if (arGraph.ARSetup.Current.HoldEntry == false || Setup.Current.AutomaticReleaseAR == true)
{
arDoc = PXCache <ARInvoice> .CreateCopy(arDoc);
arDoc.Hold = false;
arDoc = arGraph.Document.Update(arDoc);
}
arGraph.Document.Update(arDoc);
arGraph.Save.Press();
}
if (pmDoc != null)
{
pmGraph.Save.Press();
}
Persist(typeof(EPExpenseClaimDetails), PXDBOperation.Update);
if (Setup.Current.AutomaticReleaseAR == true)
{
ARDocumentRelease.ReleaseDoc(doclist, false);
}
}