public virtual void OnOrganizationBranchSync(BranchMaint branchMaint,
Organization organization,
BranchMaint.BranchBAccount branchBaccountCopy,
Action <BranchMaint, Organization, BranchMaint.BranchBAccount> baseMethod)
{
baseMethod(branchMaint, organization, branchBaccountCopy);
if (!PXAccess.FeatureInstalled <FeaturesSet.rutRotDeduction>())
{
return;
}
OrganizationRUTROT organizationRutRot = Base.OrganizationView.Cache.GetExtension <OrganizationRUTROT>(organization);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.allowsRUTROT>(branchBaccountCopy, organizationRutRot.AllowsRUTROT);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTCuryID>(branchBaccountCopy, organizationRutRot.RUTROTCuryID);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.balanceOnProcess>(branchBaccountCopy, organizationRutRot.BalanceOnProcess);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.defaultRUTROTType>(branchBaccountCopy, organizationRutRot.DefaultRUTROTType);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTDeductionPct>(branchBaccountCopy, organizationRutRot.ROTDeductionPct);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTExtraAllowanceLimit>(branchBaccountCopy, organizationRutRot.ROTExtraAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTPersonalAllowanceLimit>(branchBaccountCopy, organizationRutRot.ROTPersonalAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTDeductionPct>(branchBaccountCopy, organizationRutRot.RUTDeductionPct);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTExtraAllowanceLimit>(branchBaccountCopy, organizationRutRot.RUTExtraAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTPersonalAllowanceLimit>(branchBaccountCopy, organizationRutRot.RUTPersonalAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTClaimNextRefNbr>(branchBaccountCopy, organizationRutRot.RUTROTClaimNextRefNbr);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTOrgNbrValidRegEx>(branchBaccountCopy, organizationRutRot.RUTROTOrgNbrValidRegEx);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.taxAgencyAccountID>(branchBaccountCopy, organizationRutRot.TaxAgencyAccountID);
}
public TransmitterTRecord CreateTransmitterRecord(BranchMaint.BranchBAccount branchRow,
Contact rowMainContact,
Address rowMainAddress,
MISC1099EFileFilter filter,
int totalPayeeB)
{
return(new TransmitterTRecord
{
RecordType = "T",
PaymentYear = filter.FinYear,
PriorYearDataIndicator = filter.IsPriorYear == true ? "P" : string.Empty,
TransmitterTIN = branchRow.TaxRegistrationID,
TransmitterControlCode = branchRow.TCC,
Blank1 = string.Empty,
TestFileIndicator = filter.IsTestMode == true ? "T" : string.Empty,
ForeignEntityIndicator = branchRow.ForeignEntity == true ? "1" : string.Empty,
TransmitterName = rowMainContact.FullName.Trim(),
CompanyName = rowMainContact.FullName.Trim(),
CompanyMailingAddress = string.Concat(rowMainAddress.AddressLine1, rowMainAddress.AddressLine2),
CompanyCity = rowMainAddress.City,
CompanyState = rowMainAddress.State,
CompanyZipCode = rowMainAddress.PostalCode,
Blank2 = string.Empty,
//Setup at the end - dependent of Payee B records
TotalNumberofPayees = totalPayeeB.ToString(),
ContactName = branchRow.ContactName,
ContactTelephoneAndExt = branchRow.CTelNumber,
ContactEmailAddress = branchRow.CEmail,
Blank3 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank4 = string.Empty,
VendorIndicator = "V",
VendorName = TRecordVendorInfo.VendorName,
VendorMailingAddress = TRecordVendorInfo.VendorMailingAddress,
VendorCity = TRecordVendorInfo.VendorCity,
VendorState = TRecordVendorInfo.VendorState,
VendorZipCode = TRecordVendorInfo.VendorZipCode,
VendorContactName = TRecordVendorInfo.VendorContactName,
VendorContactTelephoneAndExt = TRecordVendorInfo.VendorContactTelephoneAndExt,
Blank5 = string.Empty,
#region Check - Vendor or Branch?
VendorForeignEntityIndicator = TRecordVendorInfo.VendorForeignEntityIndicator,
#endregion
Blank6 = string.Empty,
Blank7 = string.Empty,
});
}
public PayerRecordA CreatePayerARecord(BranchMaint.BranchBAccount branchRow,
Contact rowMainContact,
Address rowMainAddress,
LocationExtAddress rowShipInfo,
Contact rowShipContact,
MISC1099EFileFilter filter)
{
string companyName1 = rowMainContact.FullName.Trim();
string companyName2 = string.Empty;
if (companyName1.Length > 40)
{
companyName2 = companyName1.Substring(40);
companyName1 = companyName1.Substring(0, 40);
}
return(new PayerRecordA
{
RecordType = "A",
PaymentYear = filter.FinYear,
CombinedFederalORStateFiler = branchRow.CFSFiler == true ? "1" : string.Empty,
Blank1 = string.Empty,
PayerTaxpayerIdentificationNumberTIN = branchRow.TaxRegistrationID,
PayerNameControl = branchRow.NameControl,
LastFilingIndicator = filter.IsLastFiling == true ? "1" : string.Empty,
TypeofReturn = "A",
AmountCodes = (filter.ReportingDirectSalesOnly == true) ? "1" : "12345678ABCDE",
Blank2 = string.Empty,
ForeignEntityIndicator = branchRow.ForeignEntity == true ? "1" : string.Empty,
FirstPayerNameLine = companyName1,
SecondPayerNameLine = companyName2,
#region Check with Gabriel, we need Transfer Agent or no
TransferAgentIndicator = "0",
#endregion
PayerShippingAddress = string.Concat(rowShipInfo.AddressLine1, rowShipInfo.AddressLine2),
PayerCity = rowShipInfo.City,
PayerState = rowShipInfo.State,
PayerZipCode = rowShipInfo.PostalCode,
PayerTelephoneAndExt = rowShipContact.Phone1,
Blank3 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank4 = string.Empty,
Blank5 = string.Empty
});
}
public PayeeRecordB CreatePayeeBRecord(BranchMaint graph, BranchMaint.BranchBAccount branchRow, MISC1099EFileProcessingInfo Record1099, MISC1099EFileFilter filter)
{
PayeeRecordB bRecord;
graph.Caches <AP1099History>().ClearQueryCache();
using (new PXReadBranchRestrictedScope(Record1099.PayerBranchID))
{
VendorR rowVendor = PXSelect <VendorR, Where <VendorR.bAccountID, Equal <Required <VendorR.bAccountID> > > > .Select(graph, Record1099.VendorID);
Contact rowVendorContact = PXSelect <Contact,
Where <Contact.bAccountID, Equal <Required <BAccount.bAccountID> >,
And <Contact.contactID, Equal <Required <BAccount.defContactID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefContactID);
Address rowVendorAddress = PXSelect <Address,
Where <Address.bAccountID, Equal <Required <BAccount.bAccountID> >,
And <Address.addressID, Equal <Required <BAccount.defAddressID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefAddressID);
LocationExtAddress rowVendorShipInfo = PXSelect <LocationExtAddress,
Where <LocationExtAddress.locationBAccountID, Equal <Required <BAccount.bAccountID> >,
And <LocationExtAddress.locationID, Equal <Required <BAccount.defLocationID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefLocationID);
List <AP1099History> amtList1099 = PXSelectJoinGroupBy <AP1099History,
InnerJoin <AP1099Box, On <AP1099History.boxNbr, Equal <AP1099Box.boxNbr> > >,
Where <AP1099History.vendorID, Equal <Required <AP1099History.vendorID> >,
And <AP1099History.finYear, Equal <Required <AP1099History.finYear> > > >,
Aggregate <
GroupBy <AP1099History.boxNbr,
Sum <AP1099History.histAmt> > > >
.Select(graph, Record1099.VendorID, filter.FinYear)
.Where(res => res.GetItem <AP1099History>().HistAmt >= res.GetItem <AP1099Box>().MinReportAmt)
.RowCast <AP1099History>()
.ToList();
if ((amtList1099.Sum(hist => hist.HistAmt) ?? 0m) == 0m)
{
return(null);
}
bRecord = new PayeeRecordB
{
RecordType = "B",
PaymentYear = filter.FinYear,
//ALWAYS G since we have one Payee record per file.
CorrectedReturnIndicator = filter.IsCorrectionReturn == true ? "G" : string.Empty,
NameControl = string.Empty,
#region confirmed with Gabriel - ALWAYS Business
TypeOfTIN = "1",
#endregion
PayerTaxpayerIdentificationNumberTIN = rowVendorShipInfo.TaxRegistrationID,
PayerAccountNumberForPayee = rowVendor.AcctCD,
#region Check with Gabriel, not sure about this
PayerOfficeCode = string.Empty,
#endregion
Blank1 = string.Empty,
PaymentAmount1 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 1)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount2 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 2)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount3 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 3)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount4 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 4)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount5 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 5)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount6 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 6)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount7 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 7)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount8 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 8)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
//
//Need Box 11???
PaymentAmount9 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 9)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
//
PaymentAmountA = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 10)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountB = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 13)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountC = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 14)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
Payment = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 151)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountE = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 152)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountF = 0m,
PaymentAmountG = 0m,
ForeignCountryIndicator = rowVendor.ForeignEntity == true ? "1" : string.Empty,
PayeeNameLine = rowVendorContact.FullName,
Blank2 = string.Empty,
PayeeMailingAddress = string.Concat(rowVendorAddress.AddressLine1, rowVendorAddress.AddressLine2),
Blank3 = string.Empty,
PayeeCity = rowVendorAddress.City,
PayeeState = rowVendorAddress.State,
PayeeZipCode = rowVendorAddress.PostalCode,
Blank4 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank5 = string.Empty,
#region Confirmed with Gabriel, Skip for now
SecondTINNotice = string.Empty,
#endregion
Blank6 = string.Empty,
#region Check - Dependent on Box 9 - check in 3rd party
DirectSalesIndicator = GetDirectSaleIndicator(graph, Record1099.VendorID.Value, filter.FinYear),
#endregion
FATCA = rowVendor.FATCA == true ? "1": string.Empty,
Blank7 = string.Empty,
#region Confirmed with Gabriel, skip for now
SpecialDataEntries = string.Empty,
StateIncomeTaxWithheld = string.Empty,
LocalIncomeTaxWithheld = string.Empty,
#endregion
CombineFederalOrStateCode = branchRow.CFSFiler == true?GetCombinedFederalOrStateCode(rowVendorAddress.State) : string.Empty,
Blank8 = string.Empty,
};
}
return(bRecord);
}