如何自定义销售订单流程以在销售订单成功完成时触发自动“添加合同”流程

时间:2015-07-21 15:00:02

标签: acumatica

我们希望将我们的网络订阅服务纳入Acumatica,这意味着我们将服务作为具有开始日期和到期日期的订阅产品销售,我们希望能够通过添加销售订单然后添加/来进入销售。更改与该产品相关的额外“合同”以处理订阅到期/续订问题。

我们的想法是以某种方式定制销售订单流程,以便在每次销售订单完成时自动运行某种检查 - 如果订购产品符合该订单,我们希望自动触发流程以添加/更新基于订单信息的合同。

可以通过自定义完成吗?

只是想提一下,我一直在使用Web Service API将我们的电子商务与Acumatica集成,我知道我可以通过轮询订单表然后使用Web服务API来添加合同来实现这一点,但是,它看起来对我来说,如果可行的话,通过某种定制在Acumatica中做这件事会更好。

是否有人知道是否可以进行此自定义以及如果可以这样做?

感谢。

编辑:

看了@Gabriel和@Hybridzz的回复后,我尝试了一段代码如下:

using System;
using System.Collections;
using System.Collections.Generic;
using System.Diagnostics;
using System.Linq;
using System.Text;
using Avalara.AvaTax.Adapter;
using Avalara.AvaTax.Adapter.TaxService;
using PX.CCProcessingBase;
using PX.Common;
using PX.Data;
using PX.Objects.AP;
using PX.Objects.AR;
using PX.Objects.CA;
using PX.Objects.CM;
using PX.Objects.CR;
using PX.Objects.CS;
using PX.Objects.EP;
using PX.Objects.GL;
using PX.Objects.IN;
using PX.Objects.PO;
using PX.Objects.TX;
using AvaMessage = Avalara.AvaTax.Adapter.Message;
using POLine = PX.Objects.PO.POLine;
using POOrder = PX.Objects.PO.POOrder;
using PX.Objects;
using PX.Objects.SO;
using PX.Objects.CT;

namespace PX.Objects.SO
{

  public class SOOrderEntry_Extension:PXGraphExtension<SOOrderEntry>
  {
    public delegate void PersistDelegate();
    [PXOverride]
    public void Persist(PersistDelegate baseMethod)
    {
        using (PXTransactionScope ts = new PXTransactionScope())
        {

           // Create, setup and activate contracts
           ContractMaint contractMaint = PXGraph.CreateInstance<ContractMaint>();
           CTBillEngine engine = PXGraph.CreateInstance<CTBillEngine>();
           //var tranExt = PXCache<ARTran>.GetExtension<ARTranExt>(tran);
           string contractCD = "1234567";
           DateTime startDate = new DateTime(2015,1,1);
           Contract contract = SetupActivateContract(contractMaint, contractCD, startDate , 13128,14330, engine);
        }
        baseMethod();
    }

private Contract SetupActivateContract(ContractMaint contractMaint, string contractCD, DateTime? invoiceDate, int? customerID, 
    int? customerLocationID, CTBillEngine engine)
{
    contractMaint.Clear();

    // Initialize new contract
    Contract contract = (Contract)contractMaint.Contracts.Cache.CreateInstance();
    contract.ContractCD = contractCD;
    contract = contractMaint.Contracts.Insert(contract);

    // Lookup contract template ID
    Contract template = PXSelect<Contract,
                            Where<Contract.isTemplate, Equal<boolTrue>, And<Contract.contractCD, Equal<Required<Contract.contractCD>>>>>
                        .Select(Base, "MMS");
    if (template == null) throw new PXException("The MMS contract template was not found.");

    // Set required fields
    contract.TemplateID = template.ContractID;
    contract.CustomerID = customerID;
    contract = contractMaint.Contracts.Update(contract);
    contract.LocationID = customerLocationID;
    contract.StartDate = invoiceDate;
    contract.ActivationDate = invoiceDate;
    ContractMaint.SetExpireDate(contract);
    contract = contractMaint.Contracts.Update(contract);

    // Save generated contract
    contractMaint.Save.Press();
    // Setup and activate the contract
    engine.SetupAndActivate(contract.ContractID, contract.ActivationDate);

     return contract;
   }
 }
}

代码已经过验证和发布没有任何问题,但是,当我尝试添加销售订单时,我没有看到任何合同按照我的预期添加到数据库中。我确实添加了一些“抛出异常”语句,以确保在销售订单流程中实际调用了这段代码,但我只是不明白为什么没有添加合同。

请注意这是我第一次尝试进行自定义,虽然我有一些Web服务API的经验,但可能会有一些我不了解的基本知识。

任何帮助都将不胜感激。

2 个答案:

答案 0 :(得分:3)

(尚未发布)定制培训中介绍了此主题。培训的重点是一家名为“YogiFon”的虚拟移动电话公司。发布发票时,系统将检查发票是否包含库存代码为“SIMCARD”的项目,并在发布过程中自动设置合同。作为此自定义的一部分,两个自定义字段已添加到发票行,以便用户输入电话号码和SIM卡ID。这些字段与合同属性一起存储。

需要两个图形扩展,一个用于ARReleaseProcess图,另一个用于SOInvoiceEntry图。我写了一个原始的例子,但是归功于Ruslan Devyatko审查它。

ARReleaseProcess扩展名:

public class ARReleaseProcess_Extension : PXGraphExtension<ARReleaseProcess>
{
    public bool SetupContract = false;

    public delegate void PersistDelegate();
    [PXOverride]
    public void Persist(PersistDelegate baseMethod)
    {
        // use ARDocument.Current
        ARRegister invoice = (ARRegister)Base.Caches[typeof(ARRegister)].Current;
        List<Contract> setupContracts = new List<Contract>();

        if (SetupContract)
        {
            // Create, setup and activate contracts
            ContractMaint contractMaint = PXGraph.CreateInstance<ContractMaint>();
            CTBillEngine engine = PXGraph.CreateInstance<CTBillEngine>();

            int seq = 1;

            //reuse ARTran_TranType_RefNbr from ARReleaseProcess
            foreach (ARTran tran in
                PXSelect<ARTran,
                    Where<ARTran.tranType, Equal<Required<ARInvoice.docType>>,
                        And<ARTran.refNbr, Equal<Required<ARInvoice.refNbr>>,
                        And<ARTranExt.usrSIMCardID, IsNotNull,
                        And<ARTranExt.usrContractID, IsNull>>>>,
                    OrderBy<Asc<ARTran.tranType, Asc<ARTran.refNbr, Asc<ARTran.lineNbr>>>>>.
                Select(Base, invoice.DocType, invoice.RefNbr))
            {
                // Create, setup and activate contract for a particular SOInvoice line
                var tranExt = PXCache<ARTran>.GetExtension<ARTranExt>(tran);
                string contractCD = String.Format("{0}{1:00}", invoice.RefNbr, seq);
                Contract contract = SetupActivateContract(contractMaint, contractCD, invoice.DocDate, invoice.CustomerID, 
                    invoice.CustomerLocationID, tranExt.UsrSIMCardID, tranExt.UsrPhoneNumber, engine);
                setupContracts.Add(contract);

                // Associate generated contract with the SOInvoice line
                tranExt.UsrContractID = contract.ContractID;
                Base.ARTran_TranType_RefNbr.Cache.Update(tran);

                seq++;
            }
        }

        baseMethod();
    }

    private Contract SetupActivateContract(ContractMaint contractMaint, string contractCD, DateTime? invoiceDate, int? customerID, 
        int? customerLocationID, string simCardID, string phoneNumber, CTBillEngine engine)
    {
        contractMaint.Clear();

        // Initialize new contract
        Contract contract = (Contract)contractMaint.Contracts.Cache.CreateInstance();
        contract.ContractCD = contractCD;
        contract = contractMaint.Contracts.Insert(contract);

        // Lookup contract template ID
        Contract template = PXSelect<Contract,
                                Where<Contract.isTemplate, Equal<boolTrue>, And<Contract.contractCD, Equal<Required<Contract.contractCD>>>>>
                            .Select(Base, "SIMCARD");
        if (template == null) throw new PXException("The SIMCARD contract template was not found.");

        // Set required fields
        contract.TemplateID = template.ContractID;
        contract.CustomerID = customerID;
        contract = contractMaint.Contracts.Update(contract);
        contract.LocationID = customerLocationID;
        contract.StartDate = invoiceDate;
        contract.ActivationDate = invoiceDate;
        ContractMaint.SetExpireDate(contract);
        contract = contractMaint.Contracts.Update(contract);

        // Store SIM/Phone Number into attributes
        foreach (CSAnswers attribute in contractMaint.Answers.Select())
        {
            switch (attribute.AttributeID)
            {
                case "SIMCARDID":
                    attribute.Value = simCardID;
                    contractMaint.Answers.Update(attribute);
                    break;
                case "PHONENUM":
                    attribute.Value = phoneNumber;
                    contractMaint.Answers.Update(attribute);
                    break;
            }
        }
        // Save generated contract
        contractMaint.Save.Press();
        // Setup and activate the contract
        engine.SetupAndActivate(contract.ContractID, contract.ActivationDate);

        return contract;
    }
}

SOInvoiceEntry扩展名:

public class SOInvoiceEntry_Extension : PXGraphExtension<SOInvoiceEntry>
{
    #region Event Handlers
    protected void ARTran_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
    {
        if (InvokeBaseHandler != null)
            InvokeBaseHandler(cache, e);
        var row = (ARTran)e.Row;

        if (row == null) return;

        // The SIM Card ID and the Phone Number fields are only editable when the SIMCARD item is used
        // In real life you would have a flag in InventoryItem to indicate that, rather than hardcoding based on InventoryCD
        InventoryItem item = (InventoryItem)PXSelectorAttribute.Select<ARTran.inventoryID>(Base.Transactions.Cache, row);
        bool enableFields = item != null && item.InventoryCD.StartsWith("SIMCARD");
        PXUIFieldAttribute.SetEnabled<ARTranExt.usrSIMCardID>(cache, row, enableFields);
        PXUIFieldAttribute.SetEnabled<ARTranExt.usrPhoneNumber>(cache, row, enableFields);
    }
    #endregion

    public PXAction<ARInvoice> release;
    [PXUIField(DisplayName = "Release", Visible = false)]
    [PXButton()]
    public IEnumerable Release(PXAdapter adapter)
    {
        PXGraph.InstanceCreated.AddHandler<ARReleaseProcess>((graph) =>
        {
            // Create, setup and activate contracts while releasing SOInvoice
            graph.GetExtension<ARReleaseProcess_Extension>().SetupContract = true;
        });
        return Base.release.Press(adapter);
    }
}

答案 1 :(得分:0)

您可以覆盖销售订单图表的持久性 SOOrderEntry

[PXOverride]
public void Persist(Action persit)
{
    using (PXTransactionScope ts = new PXTransactionScope())
    {
       persit(); // this will call base graph Persist();
       //If no error the document save is completed, but still wrapped in a transaction and you can do your logic below this
    }
}