Programmer:Debtor Statement (21)

References of AutoCount Accounting version 2.1

Minimum NuGet Package required

AutoCount2.Accounting.UI

Extract data of Debtor Statement with API

The sample code below shows how to retrieve DataSet of Debtor Statement.

class ARStatements
{
    private UserSession myUserSession;

    public ARStatements(UserSession userSession)
    {
        myUserSession = userSession;
    }

    public System.Data.DataSet GetDebtorStatement()
    {
        AutoCount.ARAP.DebtorStatement.DebtorStatement statement =
            AutoCount.ARAP.DebtorStatement.DebtorStatement.Create(myUserSession);

        AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria crit = new
            AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria();

        //Set filter by date range
        crit.FromDate = new DateTime(2023, 10, 1);
        crit.ToDate = new DateTime(2023, 10, 31);

        //Load statement data
        statement.Inquire(crit);

        return statement.ResultDataSet;
    }
}

Export Debtor Statement to PDF

This sample uses class of DebtorStatement and method of ExportReportByName to generate PDF File.

class ARStatements
{
    private UserSession myUserSession;

    public ARStatements(UserSession userSession)
    {
        myUserSession = userSession;
    }

    public System.Data.DataSet GetDebtorStatement()
    {
        AutoCount.ARAP.DebtorStatement.DebtorStatement statement =
            AutoCount.ARAP.DebtorStatement.DebtorStatement.Create(myUserSession);

        AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria crit = new
            AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria();

        //Set filter by date range
        crit.FromDate = new DateTime(2023, 10, 1);
        crit.ToDate = new DateTime(2023, 10, 31);

        //Load statement data
        statement.Inquire(crit);

        return statement.ResultDataSet;
    }

    //debtorCode = "300-C001";
    //filepath =  @"C:\Temp\MyExportName.pdf"
    public void ExportToPdfByDebtor(string debtorCode, string filepath)
    {
        AutoCount.ARAP.DebtorStatement.DebtorStatement statement =
            AutoCount.ARAP.DebtorStatement.DebtorStatement.Create(myUserSession);

        AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria crit = new
            AutoCount.ARAP.DebtorStatement.DebtorStatementCriteria();
        AutoCount.SearchFilter.ReportFilter filterDebtor = new
            AutoCount.SearchFilter.ReportFilter();

        //Set filter by date range
        crit.FromDate = new DateTime(2023, 10, 1);
        crit.ToDate = new DateTime(2023, 10, 31);

        //Only one debtor in one document.
        filterDebtor.ByOne(debtorCode);
        crit.DebtorFilter = filterDebtor;

        //Load statement data
        statement.Inquire(crit);

        //Export to PDF
        //"Debtor Statement - 6 Months" is the name of the Report Template
        AutoCount.Report.ReportTool.ExportReportByName("Debtor Statement - 6 Months",
            statement.GetReportDataSource(), myUserSession,
            new AutoCount.Report.BasicReportOption(),
            new AutoCount.Report.ReportInfo("", "", "", ""),
            filepath,
            AutoCount.Report.ExportFormat.Pdf);
    }
}

See Also Report API

Category	Reporting
AR	AR Debtor Aging-[1.8, 1.9] [2.1] AR Debtor Statement-[1.8, 1.9] [2.1]
AP
Stock	Stock Balance with Costing-[1.8, 1.9] [2.0] Stock Status Report - [1.9] [2.0]
Sales	Outstanding Sales Order - [1.8, 1.9] [2.0] Outstanding Delivery Order-[1.8, 1.9] [2.0] Search/Load Sales Invoice - [1.8, 1.9] [2.0]
Purchase	Outstanding Purchase Order - [1.8, 1.9] [2.0]

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