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AR Debtor: Difference between revisions
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==Rules in AR Debtor==
# Edit and amend '''AccNo''' is not allowed
# Deletion is not allowed, when '''AccNo''' has been referred.
==References of AutoCount Accounting version 1.8==
{{BaseReferenceAC18}}
'''BCE.AutoCount.ARAP.dll'''
==API Usage==
===New===
*When create new customer, '''ControlAccount''' and '''AccNo''' are required.
*Control Account can be determined at '''GL | Account Maintenance''', where the '''SpecialAccType''' is '''SDC'''
<syntaxhighlight lang="csharp">
public void
{
string customerName = "CALIFORNIA SB";
//300-0000 is the default ControlAccount.
//However it is not a fixed account code, which the code can be changed by user
string newDebtorCode = GetNewDebtorCode(dbSetting, "300-0000", customerName);
if (newDebtorCode == null)
return;
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BCE.AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.NewDebtor();
debtor.ControlAccount =
debtor.AccNo = newDebtorCode;
debtor.CompanyName =
debtor.Address1 =
debtor.Address2 =
debtor.Address3 =
debtor.Address4 =
debtor.Phone1 =
debtor.Phone2 =
debtor.Attention =
debtor.EmailAddress =
debtor.CurrencyCode = AccountBookLocalCurrency(dbSetting);
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{
cmd.SaveDebtor(debtor, userId);
BCE.Application.AppMessage.ShowMessage(string.Format("New customer code '{0}' is added.", newDebtorCode));
}
catch (BCE.Application.AppException ex)
{
//Log fail
BCE.Application.AppMessage.ShowMessage(
string.Format("Fail to create customer '{0}'.\n{1}", customerName, ex.Message));
}
}
</syntaxhighlight>
===
*Amend the profile of a customer.
*Changing of customer's '''AccNo''' is '''not allowed'''
<syntaxhighlight lang="csharp">
public void EditDebtor(string debtorCode, BCE.Data.DBSetting dbSetting)
{
string userId = BCE.AutoCount.Authentication.UserAuthentication.GetOrCreate(dbSetting).LoginUserID;
BCE.AutoCount.ARAP.Debtor.DebtorDataAccess cmd = BCE.AutoCount.ARAP.Debtor.DebtorDataAccess.Create(dbSetting);
BCE.AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.GetDebtor(debtorCode);
//debtor is null, when debtorCode is not found
if (debtor == null)
return;
debtor.CompanyName = "CALIFORNIA SB";
debtor.Address1 = "1, Jalan SS 1/1,";
debtor.Address2 = "Taman Gembira,";
debtor.Address3 = "Selangor Darah Ehsan,";
debtor.Address4 = "41300 Malaysia.";
debtor.Phone1 = "603-719 1992";
debtor.Phone2 = "016-221 2222";
debtor.Attention = "Ben";
debtor.EmailAddress = "ben@calimail.com";
debtor.CurrencyCode = AccountBookLocalCurrency(dbSetting);
try
{
cmd.SaveDebtor(debtor, userId);
BCE.Application.AppMessage.ShowMessage(string.Format("Customer '{0}' has been updated.", debtor.AccNo));
}
catch (BCE.Application.AppException ex)
{
//Log fail
BCE.Application.AppMessage.ShowMessage(
string.Format("Fail to update customer '{0}'.\n{1}", debtor.CompanyName, ex.Message));
}
}
</syntaxhighlight>
====Inactive====
*Customer whom has been set to '''Inactive''' will not appear in customer selection of new transaction.
<syntaxhighlight lang="csharp">
public void SetCustomerToInactive(string debtorCode, BCE.Data.DBSetting dbSetting)
{
string userId = BCE.AutoCount.Authentication.UserAuthentication.GetOrCreate(dbSetting).LoginUserID;
BCE.AutoCount.ARAP.Debtor.DebtorDataAccess cmd = BCE.AutoCount.ARAP.Debtor.DebtorDataAccess.Create(dbSetting);
BCE.AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.GetDebtor(debtorCode);
debtor.IsActive = false;
try
{
cmd.SaveDebtor(debtor, userId);
BCE.Application.AppMessage.ShowMessage(string.Format("Customer '{0}' is now Inactive.", debtor.AccNo));
}
catch (BCE.Application.AppException ex)
{
//Log fail
BCE.Application.AppMessage.ShowMessage(
string.Format("Fail to update customer '{0}'.\n{1}", debtor.CompanyName, ex.Message));
}
}
</syntaxhighlight>
===Delete===
*Customer can only be deleted when the customer is not being referred in transaction and document.
*If the customer is not allowed to be deleted, set the customer status to '''Inactive'''.
<syntaxhighlight lang="csharp">
public void DeleteDebtor(string debtorCode, BCE.Data.DBSetting dbSetting)
{
BCE.AutoCount.ARAP.Debtor.DebtorDataAccess cmd = BCE.AutoCount.ARAP.Debtor.DebtorDataAccess.Create(dbSetting);
try
{
cmd.DeleteDebtor(debtorCode);
BCE.Application.AppMessage.ShowMessage(string.Format("Customer code '{0}' is deleted.", debtorCode));
}
catch (BCE.Application.AppException ex)
{
//Log fail
BCE.Application.AppMessage.ShowMessage(
string.Format("Fail to delete customer code '{0}'", debtorCode));
}
}
</syntaxhighlight>
<br /><br />
==Auto Generate New Debtor Code==
<syntaxhighlight lang="csharp">
public string GetNewDebtorCode(BCE.Data.DBSetting dbSetting, string controlAccNo, string companyName)
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}
</syntaxhighlight>
<br />
<syntaxhighlight lang="csharp">
public string AccountBookLocalCurrency(BCE.Data.DBSetting dbSetting)
{
return BCE.Data.DBRegistry.Create(dbSetting).GetString(new BCE.AutoCount.RegistryID.LocalCurrencyCode());
}
</syntaxhighlight>
<br /><br />
==Sample with Data Model==
===Create new AR Debtor===
<syntaxhighlight lang="csharp">
public void CreateNewDebtor(BCE.Data.DBSetting dbSetting, DebtorSource source)
{
string newDebtorCode = GetNewDebtorCode(dbSetting, source.ControlAccount, source.CompanyName);
if (newDebtorCode == null)
return;
string userId = BCE.AutoCount.Authentication.UserAuthentication.GetOrCreate(dbSetting).LoginUserID;
BCE.AutoCount.ARAP.Debtor.DebtorDataAccess cmd = BCE.AutoCount.ARAP.Debtor.DebtorDataAccess.Create(dbSetting);
BCE.AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.NewDebtor();
debtor.ControlAccount = source.ControlAccount;
debtor.AccNo = newDebtorCode;
debtor.CompanyName = source.CompanyName;
debtor.Address1 = source.Addr1;
debtor.Address2 = source.Addr2;
debtor.Address3 = source.Addr3;
debtor.Address4 = source.Addr4;
debtor.Phone1 = source.Phone;
debtor.Phone2 = source.Mobile;
debtor.Attention = source.ContactPerson;
debtor.EmailAddress = source.Email;
debtor.CurrencyCode = AccountBookLocalCurrency(dbSetting);
try
{
cmd.SaveDebtor(debtor, userId);
//Log Success
}
catch (BCE.Application.AppException ex)
{
//Log fail
}
}
</syntaxhighlight>
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===Implementation===
<syntaxhighlight lang="csharp">
public
{
DebtorSource newDebtor = new DebtorSource()
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