Programmer:Quotation v2

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Technical Specification

  1. NetTotal must not be negative amount
  2. Document NetTotal amount is read-only, as the net total must be the sum of detail total (sub-total).

Assemblies version 2.0

AutoCount.Accounting.dll
AutoCount.Accounting.UI.dll
AutoCount.dll
AutoCount.MainEntry.dll
AutoCount.UI.dll
AutoCount.Invoicing.dll
AutoCount.Invoicing.Sales.dll

Sample with data model

Create New Quotation

public void NewSaleQuotation(AutoCount.Authentication.UserSession userSession, SaleQuotationSource source)
{
    AutoCount.Invoicing.Sales.Quotation.QuotationCommand cmd = 
        AutoCount.Invoicing.Sales.Quotation.QuotationCommand.Create(userSession, userSession.DBSetting);
    AutoCount.Invoicing.Sales.Quotation.Quotation doc = cmd.AddNew();

    doc.DebtorCode = source.CustomerCode;
    doc.DocNo = source.DocumentNo;
    doc.DocDate = source.DocumentDate;
    doc.Description = source.Description;
    doc.CurrencyRate = source.CurrencyRate;
    doc.Agent = source.SalesPerson;
    //Set whether to apply which rounding methodo of either Document or Each Line,
    //this may affect different result in GST Calculation due to decimal point.
    doc.RoundingMethod = source.RoundMethod;
    //Document Level Inclusive Tax
    doc.InclusiveTax = source.Inclusive;

    source.Details.ForEach(s => AddSaleQuotationDetail(s, doc.AddDetail));

    try
    {
        doc.Save();
        //log success
        //BCE.Application.AppMessage.ShowMessage(string.Format("{0} is created.", doc.DocNo));
    }
    catch (AutoCount.AppException ex)
    {
        //log ex.Message
        //BCE.Application.AppMessage.ShowMessage(ex.Message);
    }
}

private void AddSaleQuotationDetail(SaleQuotationDetail sourceDtl,
    Func<AutoCount.Invoicing.Sales.Quotation.QuotationDetail> addDtlToDoc)
{
    AutoCount.Invoicing.Sales.Quotation.QuotationDetail dtl = addDtlToDoc();

    //Quotation has no AccNo
    dtl.ItemCode = sourceDtl.ItemCode;
    dtl.Description = sourceDtl.Description ?? dtl.Description;
    if (sourceDtl.Project != null)
        dtl.ProjNo = sourceDtl.Project;
    if (sourceDtl.Department != null)
        dtl.DeptNo = sourceDtl.Department;
    if (sourceDtl.Location != null)
        dtl.Location = sourceDtl.Location;
    dtl.Qty = sourceDtl.Quantity ?? dtl.Qty;
    dtl.UOM = sourceDtl.Uom ?? dtl.UOM;
    dtl.UnitPrice = sourceDtl.UnitPrice ?? dtl.UnitPrice;
    dtl.Discount = sourceDtl.Discount ?? dtl.Discount;
    dtl.SubTotal = sourceDtl.Amount ?? dtl.SubTotal;
    if (sourceDtl.GSTCode != null)
        dtl.TaxType = sourceDtl.GSTCode;
    dtl.TaxAdjustment = sourceDtl.GSTAdjustment;
}

Classes of source

public class SaleQuotationSource
{
    public string CustomerCode { get; set; }
    public string DocumentNo { get; set; }
    public DateTime DocumentDate { get; set; }
    public string Description { get; set; }
    public decimal CurrencyRate { get; set; } = 1;
    public string SalesPerson { get; set; }
    public AutoCount.Document.DocumentRoundingMethod RoundMethod { get; set; } =
        AutoCount.Document.DocumentRoundingMethod.LineByLine_Ver2;
    public bool Inclusive { get; set; } = false;
    public List<SaleQuotationDetail> Details { get; set; } = new List<SaleQuotationDetail>();
}

public class SaleQuotationDetail
{
    public string Account { get; set; }
    public string ItemCode { get; set; }
    public string Description { get; set; }
    public string Location { get; set; }
    public string Project { get; set; }
    public string Department { get; set; }
    public decimal? Quantity { get; set; }
    public string Uom { get; set; }
    public decimal? UnitPrice { get; set; }
    public string Discount { get; set; }
    public decimal? Amount { get; set; }
    public string GSTCode { get; set; }
    public decimal GSTAdjustment { get; set; }
}

Implementation

ProgrammerNewQTv2.png

public void MainEntry(AutoCount.Authentication.UserSession userSession)
{
    SaleQuotationSource newDoc = new SaleQuotationSource()
    {
        CustomerCode = "300-A001",
        Description = "SALES INVOICE GENERATED",
        //If let AutoCount auto assign running number, assign "<<New>>" is unnecessary
        //DocumentNo = "<<New>>",
        DocumentDate = new DateTime(2018, 5, 18),
        Inclusive = true
    };

    //There are many ways which data input can be entered into details, here are some of the common input.
    newDoc.Details.Add(new SaleQuotationDetail() { Description = "Particulars" });
    newDoc.Details.Add(new SaleQuotationDetail() { ItemCode = "FG00001", Quantity = 1, UnitPrice = 50.20M, GSTCode = "SR-S" });
    newDoc.Details.Add(new SaleQuotationDetail() { ItemCode = "FG00001", Quantity = 2, UnitPrice = 50.20M, Discount = "5%", GSTCode = "SR-S" });
    newDoc.Details.Add(new SaleQuotationDetail() { ItemCode = "FG00001", Quantity = 1, GSTCode = "SR-S", Amount = 50.20M });

    newDoc.Details.Add(new SaleQuotationDetail() { Description = "Non-Stock Items" });
    //When AccNo & ItemCode both are not defined, system will retrieve from default Sale Account.
    //If default Sale Account is not maintained in Tools | Options, system will throw error on saving.
    newDoc.Details.Add(new SaleQuotationDetail() { Description = "Misc. Charges", GSTCode = "SR-S", Amount = 30 });
    newDoc.Details.Add(new SaleQuotationDetail() { Account = "500-0000", Description = "Transport", Amount = 50, GSTCode = "SR-S" });

    NewSaleQuotation(userSession, newDoc);
}
Tips icons.png Non-Stock Item can either with or without ItemCode, it depends on the setting & preference of customer Account Book.

See Also

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