AR Debtor v2: Difference between revisions

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→‎New or update Debtor with Branch

DanielY

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Line 1: ===References of AutoCount Accounting version 2.0=== {{BaseReferenceAC20}} '''AutoCount.ARAP.dll''' ==Load Data with API== ===Single Record=== Load one debtor by specifying the DebtorCode (AccNo). <syntaxhighlight lang="csharp"> public void ExampleOfSingleDebtorRecord(string accNo, AutoCount.Data.DBSetting dbset) { AutoCount.Data.DebtorRecord debtorRec = AutoCount.Data.RecordUtils.GetDebtor(dbset, accNo); if (debtorRec != null) { string companyName = debtorRec.CompanyName; string addr1 = debtorRec.Address1; string addr2 = debtorRec.Address2; string addr3 = debtorRec.Address3; string addr4 = debtorRec.Address4; string attention = debtorRec.Attention; string phone = debtorRec.Phone1; decimal? creditLimit = debtorRec.CreditLimit; decimal? overdueLimit = debtorRec.OverdueLimit; } } </syntaxhighlight> ===Multiple Records with Filter=== Load more than one debtor.<br/> Programmer can specify which columns to load, while defining the filter of which debtor to be loaded.<br/> This example shows how to load debtor that was modified since a specific date. <syntaxhighlight lang="csharp"> public System.Data.DataTable GetModifiedDebtorData(DateTime filterFromDate, AutoCount.Authentication.UserSession userSession) { //Create a DataAccess object of Debtor AutoCount.ARAP.Debtor.DebtorDataAccess cmd = AutoCount.ARAP.Debtor.DebtorDataAccess.Create(userSession, userSession.DBSetting); //Create debtor data loading criteria AutoCount.SearchFilter.SearchCriteria loadDebtorCriteria = new AutoCount.SearchFilter.SearchCriteria(); //SearchCriteria requires a SearchFilter //Create the SearchFilter by Range AutoCount.SearchFilter.Filter filterLastModified = new AutoCount.SearchFilter.Filter("a", "LastModified"); filterLastModified.Type = AutoCount.SearchFilter.FilterType.ByRange; //When .To is not define, the filter is from the lastModifiedDate onwards filterLastModified.From = filterFromDate; //When a range of date that requires "to date", assign .To to implement from...to. //filterLastModified.To = new DateTime(2018, 12, 31); //Add the Filter to Criteria //Can support more than one filter loadDebtorCriteria.AddFilter(filterLastModified); //fields to be loaded into DataTable string[] columns = { "AccNo", "CompanyName", "Address1", "Address2", "DeliverAddr1", "DeliverAddr2", "Attention", "Phone1", "AreaCode", "SalesAgent", "EmailAddress", "CreditLimit", "LastModified"}; return cmd.LoadDebtorData(columns, loadDebtorCriteria); } </syntaxhighlight> ==Sample with Data Model== ===Create new AR Debtor=== <syntaxhighlight lang="csharp"> Line 111 ⟶ 171: </syntaxhighlight> ==Branch for Debtor== ~~{{SeeAlsoAPIAR}}~~ ===Create New Debtor with Branch=== <syntaxhighlight lang="csharp"> public string NewDebtorWithBranch() { string debtorControlAccount = "300-0000"; string companyName = "ABC Company"; AutoCount.ARAP.Debtor.DebtorDataAccess cmd = AutoCount.ARAP.Debtor.DebtorDataAccess.Create(myUserSession, myUserSession.DBSetting); AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.NewDebtor(); string autoNewDebtorCode = GetNewDebtorCode(myUserSession, debtorControlAccount, companyName); if (autoNewDebtorCode == null) return null; debtor.ControlAccount = debtorControlAccount; debtor.AccNo = autoNewDebtorCode; debtor.CompanyName = companyName; debtor.Address1 = "<assign address 1>"; debtor.Address2 = "<assign address 2>"; debtor.Address3 = "<assign address 3>"; debtor.Address4 = "<assign address 4>"; debtor.Phone1 = "<assign phone 1>"; debtor.Phone2 = "<assign phone 2>"; debtor.Attention = "<assign attention>"; debtor.EmailAddress = "<assign email address>"; debtor.CurrencyCode = AccountBookLocalCurrency(myUserSession); //Get default account book currency //Create new branch AddNewBranch(debtor); cmd.SaveDebtor(debtor, myUserSession.LoginUserID); return debtor.AccNo; } private void AddNewBranch(AutoCount.ARAP.Debtor.DebtorEntity debtor) { AutoCount.ARAP.Debtor.BranchEntity branch = debtor.NewBranch(); branch.BranchCode = "Branch0001"; //Size=20 branch.BranchName = "Branch 0001"; //Size=100 branch.Address1 = null; branch.Address2 = null; branch.Address3 = null; branch.Address4 = null; branch.PostCode = null; branch.Mobile = null; branch.Contact = null; branch.Phone1 = null; branch.Phone2 = null; branch.Fax1 = null; branch.Fax2 = null; branch.SalesAgent = null; branch.AreaCode = null; branch.EmailAddress = null; } </syntaxhighlight> ===New or update Debtor with Branch=== <syntaxhighlight lang="csharp"> public string NewUpdateDebtorWithBranch(string debtorAccNo) { string debtorControlAccount = "300-0000"; string companyName = "ABC Company"; string branchCode = "Branch01"; AutoCount.ARAP.Debtor.DebtorDataAccess cmd = AutoCount.ARAP.Debtor.DebtorDataAccess.Create(myUserSession, myUserSession.DBSetting); //Load Debtor record AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.GetDebtor(debtorAccNo); //If debtor record is not found if (debtor == null) { string autoNewDebtorCode = GetNewDebtorCode(myUserSession, debtorControlAccount, companyName); if (autoNewDebtorCode == null) return null; debtor = cmd.NewDebtor(); //AccNo and CurrencyCode cannot be changed when already has transaction or being referenced in document. debtor.AccNo = autoNewDebtorCode; debtor.CurrencyCode = AccountBookLocalCurrency(myUserSession); //Get default account book currency } debtor.ControlAccount = debtorControlAccount; debtor.CompanyName = companyName; debtor.Address1 = "<assign address 1>"; debtor.Address2 = "<assign address 2>"; debtor.Address3 = "<assign address 3>"; debtor.Address4 = "<assign address 4>"; debtor.Phone1 = "<assign phone 1>"; debtor.Phone2 = "<assign phone 2>"; debtor.Attention = "<assign attention>"; debtor.EmailAddress = "<assign email address>"; //Create new branch AddUpdateBranch(debtor, branchCode); cmd.SaveDebtor(debtor, myUserSession.LoginUserID); return debtor.AccNo; } private void AddUpdateBranch(AutoCount.ARAP.Debtor.DebtorEntity debtor, string branchCode) { AutoCount.ARAP.Debtor.BranchEntity branch = debtor.GetBranch(branchCode); if (branch == null) { branch = debtor.NewBranch(); branch.BranchCode = branchCode; } branch.BranchName = "Branch 0001"; branch.Address1 = "address 1"; branch.Address2 = "address 2"; branch.Address3 = "address 3"; branch.Address4 = "address 4"; branch.PostCode = "2100"; branch.Mobile = "099123456"; branch.Contact = "Kenneth"; branch.Phone1 = "099123456"; branch.Phone2 = "099123456"; branch.Fax1 = null; branch.Fax2 = null; branch.SalesAgent = null; branch.AreaCode = null; branch.EmailAddress = null; } </syntaxhighlight> ==Inactivate Debtor/Activate Debtor== *Inactivated debtor will not be shown in lookup selection at AR and Sales. <syntaxhighlight lang="csharp"> public void InactivateDebtor(string accNo, AutoCount.Authentication.UserSession userSession) { AutoCount.ARAP.Debtor.DebtorDataAccess cmd = AutoCount.ARAP.Debtor.DebtorDataAccess.Create(userSession, userSession.DBSetting); AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.GetDebtor(accNo); debtor.IsActive = false; cmd.SaveDebtor(debtor, userSession.LoginUserID); } public void AactivateDebtor(string accNo, AutoCount.Authentication.UserSession userSession) { AutoCount.ARAP.Debtor.DebtorDataAccess cmd = AutoCount.ARAP.Debtor.DebtorDataAccess.Create(userSession, userSession.DBSetting); AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.GetDebtor(accNo); debtor.IsActive = true; cmd.SaveDebtor(debtor, userSession.LoginUserID); } </syntaxhighlight> {{SeeAlsoAPIAccount}} [[Category:Programmer]] [[Category:API]]