SO_Invoice

Class SO_Invoice_bus

Inherits

CI_ShipperId_val, CI_TierCostCalc, SO_CommonEntry, SY_BatchDataEntry

Known SubClasses

SO_Shipping_bus

Properties

LOCAL cBatchModule$="S/O"

LOCAL cBatchType$="01"

LOCAL cBatchTotalVars$="ExtensionAmt"+SEP+"TaxableSalesAmt"+SEP+"NonTaxableSalesAmt"+SEP+"Discounts"+SEP+"Deposits"

LOCAL cBrowseOmit$="InvoiceType$ = "+QUO+"XD"+QUO

LOCAL cDefaultTermsCode$="00"

LOCAL cIsSysDB=isFALSE

LOCAL cJobConfirmationVar$

LOCAL cJobDateVar$

LOCAL cMainTable$="SO_InvoiceHeader"

LOCAL cPerformCustomerStatusChecking=isTRUE

LOCAL cRestartFile$

LOCAL cUserKey$

LOCAL cWorkstationName$

LOCAL cPaymentObjectName$

PROPERTY AllLinesBackordered * Read Only *

PROPERTY ApplySalesOrdersValidation$

apply sales orders validation conditions based on header Sales Order Number

PROPERTY AllowCreditCard$
A/R Options Allow Credit Card / ACH Payments

PROPERTY AR_OpenItemBalForward$ * Read Only *

PROPERTY AR_PaymentMethod$

PROPERTY AR_RetainDetailedInvHist$ * Read Only *

PROPERTY AR_TrackJCRetentionAmount$ * Read Only *

PROPERTY AR_TrackJCRetentionRecvbls$ * Read Only *

PROPERTY BarCodeImport

PROPERTY BatchSubType$ * Read Only *

PROPERTY copyPrompt * Read Only *

PROPERTY CreditCardMsg$ * Read Only *
Message about status of credit card transactions.

PROPERTY CreditCardStatus * Read Only *
Status of credit card transactions in the invoice. retSUCCESS when no SPS deposit, credit, or post authorization transaction has been processed. retFAILURE when payment has been post authorized or credit transaciton has been authorized, and user doesn't have right to void transaction. retWARNING when payment has been post authorized or credit transaciton has been authorized, and user has right to void transaction. OR when only a deposit or pre-authorization transaction has been processed.

PROPERTY CustomerEInvoice$ * Read Only *
Bill to customer option: eInvoice Payments (Y/N)

PROPERTY CRMSetup * Read Only *

PROPERTY DefaultWarehouseCode$ * Read Only *
Default warehouse code

PROPERTY DefaultWarehouseStatus$ * Read Only *
Status of the default warehouse

PROPERTY DefaultWhseRestrictEndDate$ * Read Only *
Restriction End Date, if default warehouse is restricted

PROPERTY DocumentTotal * Read Only *

PROPERTY EInvoice$ * Read Only *
Company option: Enable Payments for eInvoices (Y/N)

PROPERTY FreightCalcMethod$ * Read Only *

PROPERTY InHistory * Read Only *

PROPERTY JC_RetentionTaxable$ * Read Only *

PROPERTY SO_CheckQtyOnHand$ * Read Only *

PROPERTY SO_PrintCODLabels$ * Read Only *

PROPERTY SO_IncludeBackorderedLines$ * Read Only *

PROPERTY SO_IntegrateBillOfMaterials * Read Only *

PROPERTY SO_IntegrateIT * Read Only *

PROPERTY SO_IntegrateWorkOrder * Read Only *

PROPERTY SO_LineType$ * Read Only *

PROPERTY SO_PrintSalesOrders$ * Read Only *

PROPERTY SO_PrintShippingLabels$ * Read Only *

PROPERTY SO_RetainOrderQuoteHistory$ * Read Only *

PROPERTY SO_UseDefaultItemWhse$ * Read Only *

PROPERTY SO_WarrantyCalcBasedOn$ * Read Only *

PROPERTY TaxCalcError

PROPERTY DepositAmtAvailable

PROPERTY InvoiceTotal

PROPERTY NetInvoice

PROPERTY QuantityForBackOrder

PROPERTY SeenLines

PROPERTY ShipComplete$

PROPERTY OrderTotal * Read Only *

Methods

the SOCustomerPONo$ returned will be used to set the CustomerPONo$ on the sales order added for added backordered lines

FUNCTION AllowCreditCard()

FUNCTION AllowCreditCard(field$)

Determines if credit card is allowed for this document

Parameter	Description
field$	{optional} [input, string] field that this check is being used for.

Returns

[boolean] True if credit card is allowed, False if credit card is not allowed

FUNCTION ApplySalesOrderAdd(tmpSalesOrder$)

Add a sales order to be applied to this invoice

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to add

Returns

[boolean] True = success, False = failure, -1 = warning

FUNCTION ApplySalesOrderCancel(tmpCancelInvoice)

Cancel selections of sales orders to be applied to this invoice

Parameter	Description
tmpCancelInvoice	[input,boolean] True = cancel all s/o selections for invoice entry, False = cancel only new s/o selections where lines have not been copied

Returns

[boolean] True = success

FUNCTION ApplySalesOrderCopyLines(copyCount)

Copy lines for all sales orders selected to be applied to this invoice

Parameter	Description
copyCount	[output,integer] number of sales orders that had lines copied to invoice

Returns

[boolean] True = success, False = failure, -1 = warning

FUNCTION ApplySalesOrderRemove(tmpSalesOrder$)

Remove a sales order from selections to be applied

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to remove

Returns

[boolean] True = success, False = failure

FUNCTION ApplySalesOrderUpdate(tmpSalesOrder$, tmpLinesCopied$, tmpShipComplete$)

Update sales order to apply selection

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to update
tmpLinesCopied$	[input,string] Y/N, have the lines from the s/o been copied to the invoice detail?
tmpShipComplete$	[input,string] Y/N, when copying the lines from the s/o to the invoice detail should the ship quantity be set to ordered quantity?

Returns

[boolean] True = success, False = failure

FUNCTION BatchPreDelete(tmpBatchNo$)

FUNCTION CalcRetentionRate()

FUNCTION CalculateDepositAmt()

FUNCTION CalculateTotals()

FUNCTION ChangeDefaults(record$)

FUNCTION ChangeDefaults(record$, iolist$)

FUNCTION CheckApplySalesOrderNo(tmpSalesOrder$)

Check Sales Order Number to Apply, validate value and check against first sales order number selected

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to check

Returns

[boolean] True = success, False = failure

FUNCTION CheckBatchStatus(batchNumber$)

FUNCTION CheckDeleteSecurity(BatchNo$)

FUNCTION CheckForACHPayment()

Check for ACH Payments on sales orders applied to an invoice

Returns

[boolean] False (0) when no sales orders applied on the invoice contain an ACH payment, true (1) when a sales order applied on the invoice contains an ACH payment

FUNCTION CheckForCreditMemo()

FUNCTION CheckForInvInHistory(testInvoiceNo$)

FUNCTION CheckMergeBatch(sourceSubType$, destSubType$)

FUNCTION CheckShippingBatch(batchno$)

FUNCTION Clear()

FUNCTION ClearInvoiceNoInSO(invoiceNo$, orderNo$)

Clear CurrentInvoiceNo$ in sales order

Parameter	Description
invoiceNo$	[input,string] Invoice No
orderNo$	[input,string] Sales Order No

Returns

[boolean] True = success

FUNCTION ClearJobNo()

FUNCTION DELETE(Key$)

FUNCTION DeleteBatch(batch$, curSubType$)

FUNCTION GetApplySalesOrderRecord(tmpSalesOrder$, tmpRec$, tmpIOL$)

Get apply sales order record

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to get record for
tmpRec$	[output,string] record
tmpIOL$	[output,string] iolist of fields

Returns

[boolean] True = if record found, False = if no record found

FUNCTION GetApplySalesOrderStatus(tmpSalesOrder$)

Get apply sales order status

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to get status of

Returns

[integer] 0 = sales order has not been applied to invoice, 1 = sales order has been applied, 2 = sales order is newly applied

FUNCTION GetInvoiceDefaults(Record$)

FUNCTION GetNextInvoiceNo(value$)

FUNCTION GetSOCustomerPONo$()

FUNCTION GetSOCustomerPONo$(tmpSalesOrder$)

Get SOCustomerPONo$ value from AppliedSalesOrders record

Parameter	Description
{optional}	tmpSalesOrder$ [input,string] applied sales order number to retrieve SOCustomerPONo$ (CustomerPONo$ saved from Sales Order), when blank the value returned is the value that will be used when setting the CustomerPONo$ on a sales order added during update for added backordered lines

Returns

[string] SOCustomerPONo$ (CustomerPONo$ saved) from applied sales order or value that will be used when setting the CustomerPONo$ on a sales order added during update for added backordered lines

FUNCTION RecalcFreightFromSalesOrder()

FUNCTION RecalcFreightFromSalesOrder(soApply)

Recalc Freight From Sales Order conditionally executes CheckForUseShipZone() method test if freight should be recalculated

Parameter	Description
soApply	{optional} [input, boolean] whenTrue ignores editNew edit state requirement to determine when to execute CheckForUseShipZone method

Returns

[boolean] True = to indicate freight should be recalculated, False = if not

FUNCTION RecalcRetentionAmt()

FUNCTION ResetAllCopyLines()

Reset All for a new invoice, copy lines for all sales orders

Returns

[boolean] True = success

FUNCTION SalesTaxCalculation()

FUNCTION SalesTaxCalculation(calcDiscount)

FUNCTION SalesTaxRecalculation()

FUNCTION SetCheckForHold()

FUNCTION SetCommonTaxInfo()

FUNCTION SetCurrentKey(Key$)

FUNCTION SetInvoiceDefaults(record$)

FUNCTION SetKey()

FUNCTION SetKey(key$)

FUNCTION SetMergeTypes(types$)

FUNCTION SetReValidate()

FUNCTION SetSOCustomerPONo(soCustPONo$)

Set SOCustomerPONo$ value on AppliedSalesOrders record for new sales order to be added for added backordered lines

Parameter	Description
soCustPONo$	[input,string] SOCustomerPONo$ to save for update to sales order to be added for added backordered lines

Returns

[boolean] True (1) = success, False (0) = if currently in a no record state or multiple sales orders have not been applied to the invoice

FUNCTION SetWeight(oldVal, newVal)

FUNCTION ValidateAppliedCustomerPONo(value$)

Execute SO_CommonEntry'ValidateCustomerPONo() CustomerPONo common busines rules on AppliedCustomerPONo entered on added detail line not assigned to a sales order applied to the invoice

Parameter	Description
value$	[input, string] AppliedCustomerPONo$ to validate

Returns

[boolean] True = success, False = failure

FUNCTION ValidateApplyToInvoiceNo(value$)

FUNCTION ValidateGroupCU_Integrated()

FUNCTION ValidateGroupMultipleDep()

Validate Group Muliple Deposit precludes changing the column value once multiple sales orders with deposits have been applied to an invoice

Returns

[boolean] False (0) when multiple sales orders with deposits have been applied on invoice, true (1) when one or no sales orders with deposits have been applied on invoice

FUNCTION ValidateGroupMultipleSO()

Validate Group Muliple SO precludes changing the column value once multiple sales orders have been applied to an invoice

Returns

[boolean] False (0) when multiple sales orders applied on invoice, true (1) when one or no sales orders applied on invoice

FUNCTION ValidBatch(curSubTypeBatch$, subTypeBatch$)

FUNCTION WRITE()

FUNCTION LOCAL CheckForDuplicateInvoice(ARDivisionNo$, CustomerNo$, InvoiceNo$, InvoiceType$, BillToDivisionNo$, BillToCustomerNo$)

FUNCTION LOCAL CRM_GetSet()

FUNCTION LOCAL CRM_SetCuChildColl()

FUNCTION LOCAL GetOptions()

FUNCTION LOCAL GetShippingRateLineType()

FUNCTION LOCAL PostDeleteRec()

FUNCTION LOCAL PostWriteRec()

FUNCTION LOCAL SetApplySalesOrderStatus(tmpSalesOrder$, tmpInvoiceNo$)

Set status of sales order selected to be applied

Parameter	Description
tmpSalesOrder$	[input,string] sales order number to set status of
tmpInvoiceNo$	[input,string] invoice number

Returns

[boolean] True = success, False = failure

FUNCTION LOCAL SetChildColl()

FUNCTION LOCAL SetCRMFields(histInvoiceNo$, histHeaderSeqNo$)

Set CRM Fields from AR_InvoiceHistoryHeader file

Parameter	Description
histInvoiceNo$	[input,string] History InvoiceNo
histHeaderSeqNo$	[input,string] History HeaderSeqNo

Returns

[boolean] retSuccess, invoice doesn't always exist in history

FUNCTION LOCAL SetCustomerEInvoice()

This function sets CustomerEInvoice$ based on customer and invoice type

Returns

[boolean] True = success.

FUNCTION LOCAL SetDefaults()

FUNCTION LOCAL SetSplitCommission(ArDivisionNo$, CustomerNo$, InvoiceNo$, InvoiceType$)

FUNCTION LOCAL UpdateCMFromRMA()

Update transaction amount in credit memo generated by RMA

Returns

[boolean] True = success

FUNCTION LOCAL UpdateSODailyShipment()

Update SO_DailyShipment for shipping invoice

Returns

[boolean] True = success

FUNCTION LOCAL ValidateAcceptCashOnly(value$)

FUNCTION LOCAL ValidateActualPercentComplete(value)

Validation logic for Job ActualPercentComplete

Parameter	Description
value	[input, numeric] ActualPercentComplete

Returns

[boolean] Success (1) if value is valid, else Failure (0).

FUNCTION LOCAL ValidateBatchNo(value$)

FUNCTION LOCAL ValidateBillToCustomerNo(value$)

FUNCTION LOCAL ValidateCheckNoForDeposit(value$)

FUNCTION LOCAL ValidateCustomerNo(value$)

FUNCTION LOCAL ValidateDepositAmt(value)

Validation logic for DepositAmt.

Parameter	Description
value	[input, numeric] DepositAmt

Returns

[boolean] Success (1) if value is valid, else Failure (0).

FUNCTION LOCAL ValidateDiscountAmt(value)

FUNCTION LOCAL ValidateDiscountDueDate(value$)

FUNCTION LOCAL ValidateEInvoicePayments(value$)

FUNCTION LOCAL ValidateFreightAmt(value)

FUNCTION LOCAL ValidateInvoiceDate(value$)

FUNCTION LOCAL ValidateInvoiceDueDate(value$)

FUNCTION LOCAL ValidateInvoiceNo(value$)

FUNCTION LOCAL ValidateInvoiceType(value$)

FUNCTION LOCAL ValidateJobNo(value$)

FUNCTION LOCAL ValidateNumberOfCODLabels(value)

FUNCTION LOCAL ValidatePaymentType(value$)

FUNCTION LOCAL ValidateRetentionAmt(value)

FUNCTION LOCAL ValidateSalesOrderNo(value$)

FUNCTION LOCAL ValidateShipDate(value$)

Validation logic for ship date

Parameter	Description
value$	[input, string] ship date

Returns

[boolean] Success (1) if value is valid, else Failure (0)

FUNCTION LOCAL ValidateShipperId(value$)

FUNCTION LOCAL ValidateShipToCode(value$)

FUNCTION LOCAL ValidateTaxSchedule(value$)

FUNCTION LOCAL ValidateTermsCode(value$)

FUNCTION LOCAL VoidCCTrans(whatToVoid$)

Void credit card transactions already processed through sage exchange

Parameter	Description
whatToVoid$	[input, string] "OLD" (void transactions already saved) or "NEW" (void unsaved transactions)

Returns

[boolean] True = success, False = failure

Properties inherited from: SO_CommonEntry

cTaxModule$, cAllowMultipleEMailAddresses, AddJobOnTheFly, AllowBillToOverride, AR_BillToCustomerRpting$, AR_Divisions$, AR_SalesTaxReporting$, AR_SalespersonCommRpting$, AR_SegmentForSalesPostings$, oCustomerChild, BillToSvcObj, BM_Integrated$, BM_UseBillRevisionCodes$, BM_UseOptionBills$, CalculateTax, CalculateFreight, CreateSOFromRMA, UserCode$, CreditExceeded, CreditHold, CreditWarning$, SplitCommRate1, UseBillToCustPricing, CreditCardVoidReqd, CreditCardPaymentTypeExist, ACHPaymentTypeExist, DuplicatePOCheckingObj, EBM_Integrated$, IgnoreError, IM_GLSegmentNumberForWhse$, IM_IncludePOOrWOInQtyAvailable$, IM_MultipleWarehouses$, IM_EnableWarrantyTracking$, JC_DefaultJobType$, JC_JobNoFormat$, JC_PostWIPToGL$, JC_RecognizeWIPMethod$, OriginalJobNo$, PaymentObj, PrecisionCost, PrecisionPrice, PrecisionQty, SalesTaxCalcObj, ShipWeightMax$, SO_AllowDiscountRate$, SO_AllowJobsToBeCreated$, SO_BaseNewPriceLevelRecordsOn$, SO_CheckQtyOnHand$, SO_CustomerSplitComOverrideShipTo$, SO_DefaultSpecialItemsToDS$, SO_DisplayProfitMargin$, SO_DisplayUnitCost$, SO_EnableDefaultPriceLevelByCust$, SO_EnableLotSerialDist$, SO_EnableShipping$, SO_EnablePurchaseControl$, SO_IncludeBackorderedLines$, SO_IntegrateInventory$, SO_IntegrateJobCost$, SO_PostInvoiceCostsToJC$, SO_PostSalesByDivision$, SO_PrintCODLabels$, SO_PrintPickingSheets$, SO_ProfitMarginPercent, SO_RelieveWorkInProcess$, SO_RequireCostCode$, SO_RequireFullyDistributedLines$, SO_RequireJobNo$, SO_RetainCustLastPurchHistory$, SO_ShippingIntegrated$, SO_SpecialItemCOGSAcctKey$, SO_SpecialItemSalesAcctKey$, SO_SplitCommissions$, SO_UseAlternateWhse$, SO_UseDefaultItemWhse$, SO_UseShippingCode$, UseBillToAddress, UseBillToCreditLimit, UseBillToCreditHold, UseBillToTermsCode, JC_PostDropShipCostsToJC$, JC_RelieveInventory$, JC_ValidateCustomer$, JC_ValidSOCostTypes$, JC_UseSOAcctsForCOGS$, JC_UseSOAcctsForSales$

Properties inherited from: SY_BatchDataEntry

BatchEnabled, ErrorBatchNo$

Methods inherited from: CI_ShipperId_Val

ClassValidateShipperId()

Methods inherited from: CI_TierCostCalc

CalcCost(), ClearCCByBatch(), ClearCCByDeKey(), ClearCCByJournal(), ClearCCWorkFile(), PERFORM ClearCommits(), PERFORM PostTableReadCI_TierCostCalc(), PERFORM PreNextRecordCI_TierCostCalc(), PERFORM PreTableWriteCI_TierCostCalc(), PERFORM ProcessTierDistribution()

Methods inherited from: SO_CommonEntry

AdjustCalculatedValue(), AllowCreditCard(), CheckCopyFromWarehouse(), CheckForUseShipZone(), CLEAR(), CopyShipToAddress(), CreditCardPreDelete(), RecalcPriceByTotalQty(), RecalculatePricing(), RecalculateShipWeight(), SalesTaxCalculation(), SalesTaxReCalculation(), StripRequiredVal$(), UpdateTaxAmounts(), ValidatePurchaseControl(), CheckForSalesperson(), PERFORM ClearSalespeople(), ColumnOverrideJobNo(), ColumnOverrideSalesPersonNo2(), ColumnOverrideSalesPersonNo3(), ColumnOverrideSalesPersonNo4(), ColumnOverrideSalesPersonNo5(), CommitPayment(), GetCustomerFields(), GetShipViaFields(), IsJobStillValid(), LocalizeIOList(), MoveSalespersons(), PostDeleteRec(), PostWriteRec(), PurgePDFLog(), RetrieveOptions(), SetCommonChildColl(), SetCurrentKey(), SetDefaultPayment(), SetOptions(), SetShipZone(), ValidateBatchFax(), ValidateBillToCustomerNo(), ValidateBillToDivisionNo(), ValidateBillToZipCode(), ValidateCheckNoForDeposit(), ValidateCommissionRate(), ValidateConfirmTo(), ValidateCustomerNo(), ValidateCustomerPoNo(), ValidateDepositAmt(), ValidateDiscountAmt(), ValidateDiscountRate(), ValidateFaxNo(), ValidateFreightAmt(), ValidateGroupARSalesTax(), ValidateGroupBillToCustomerRpting(), ValidateGroupCustomerRequired(), ValidateGroupIMIntegrated(), ValidateGroupJCIntegrated(), ValidateGroupMultiWarehouse(), ValidateGroupRMAOrder(), ValidateGroupSalespersonReporting(), ValidateGroupSalespersonRequired(), ValidateJobNo(), ValidateOtherPaymentTypeRefNo(), ValidatePayBalance(), ValidatePaymentType(), ValidateSalesPersonNo(), ValidateSalesPersonNo2(), ValidateSalesPersonNo3(), ValidateSalesPersonNo4(), ValidateSalesPersonNo5(), ValidateShipToCode(), ValidateShipToState(), ValidateShipToZipCode(), ValidateShipVia(), ValidateShipWeight(), ValidateShipZone(), ValidateShipZoneActual(), ValidateSplitCommissions(), ValidateSplitCommRate2(), ValidateSplitCommRate3(), ValidateSplitCommRate4(), ValidateSplitCommRate5(), ValidateTaxExemptNo(), ValidateTaxSchedule(), ValidateTermsCode(), ValidateWarehouseCode(), VoidCCTrans()

Methods inherited from: SY_BatchDataEntry

DELETE(), DeleteBatch(), DeleteBatchNo(), GetBatchHandle(), IsBatchActive(), ResetBatchSubType(), SelectBatch(), SelectNewBatch(), SetCurrentKey(), VerifyBatch(), WRITE(), ClassValidateBatchNo$()