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Hello dear experts,
How to mark a customer invoice in (Free Text Invoices > Settle open transactions) based on an invoice id?
If I have the invoice id number of an invoice that is available in the (Settle open transactions) screen, how can I mark it in x++?
While looking and searching, I found that I have to use "CustVendOpenTransManager" class.
But i'm not sure how to construct the class based on the invoice id and customer id.
any advice is appreciated!
Thanks in advance!
HI MoMochi ,
It was marked to customer payment journal because you might have copied code pasted by Andre where CustVendOpenTransManager is getting instantiated from ledgerjournaltrans.
With above code , the open transaction is going to be marked against customer record. If you would like to mark it against free text invoice use custInvoiceTable , select the open transaction and then use updateTransMarked method to mark it .
your CustVendOpenTransManager initilization should be like this -
CustVendOpenTransManager manager = CustVendOpenTransManager::construct(custInvoiceTable );
Hi Sukrat,
Yes, when I went to Inquiry > Specification it was linked to a customer payment journal.
While I wanted it to be linked to a free text invoice.
I'm doing the code on a custom field in the free text invoice screen "CustFreeInvoice Form" where the user can select the open invoices using a look-up.
and "onModified" event I'm typed this code:
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CustTransOpen _custTransOpenInvoice, _custTransOpen;
CustInvoiceTable _custInvoiceTable = sender.formRun().dataSource(formDataSourceStr(CustFreeInvoice,CustInvoiceTable)).cursor();
CustTable custTable = CustTable::find(_custInvoiceTable.OrderAccount);
CustVendOpenTransManager manager = CustVendOpenTransManager::construct(custTable);
CustTrans custTrans = CustTrans::findFromInvoice(_openInvoiceId, _custInvoiceTable.OrderAccount);
_custTransOpenInvoice = CustTransOpen::findRefId(custTrans.RecId);
if (!manager.getTransMarkedByOtherSpec(_custTransOpenInvoice))
{
manager.updateTransMarked(_custTransOpenInvoice, NoYes::Yes);
}
Please advise me on where I'm doing wrong in the initializations.
Thanks!
That symbol means the transaction is mark for settlement but with some other record . If you select the correct origin record (e.g sales order or Customer ) against which you are marking transaction for settlement , system will show mark check box as YES.
If you are on settle transctions screen use Inquiry > specifications button to see against which origin transaction is it marked to . If it is marked to some other order than what you want , then you are doing something wrong in your code .
Hello dear Suktrat,
I really appreciate your detailed help!
But as I mentioned in my previous reply to Andre, what I got using the "manager.updateTransMarked(CustTransOpenInvoice, NoYes::Yes)" is highlighted in yellow in the next screenshot:
What I needed was to check the checkbox.
is it possible?
Thanks!
Thank you dear Andre for the help,
When I used this method "manager.updateTransMarked(custTransOpen, NoYes::Yes)", here what happened to the open invoice highlighted in yellow:
What I needed to do was to mark on the checkbox.
Am I doing it wrong?
I tried looking for other methods inside the CustVendOpenTransManager class but no luck.
Please advise if it's possible to check the checkbox.
Thanks again!
You can use SpecTransManager class for it. It has to be initialize from the originator record , in your scenario its free text invoice . See below code for initialize part
SpecTransManager writeOffSpecTransManager = SpecTransManager::newFromSpec(_ledgerJournalTrans);
Once you initialize spectrans manager find the Open transaction (CustTransOpen) and use insert method to mark the transaction against originating transaction for example , Sales order , customer , free text invoice etc.
specTransManager.insert(
custtransopenOrigPaym.company(),
custtransopenOrigPaym.TableId,
custtransopenOrigPaym.RecId,
custtransopenOrigPaym.AmountCur,
custtransopenOrigPaym.custTrans().CurrencyCode);
You can use CustVendOpenTransManager class as well for settlement of two transactions with each other . For example , If you would like to settle invoice and payment for a specific customer together , You can initialize it like below
CustVendOpenTransManager manager = CustVendOpenTransManager::construct(custTable);
//Select open tranasction for invoice , You can find it as per your requirement
custTransOpenInvoice = CustTransOpen::find(markedCustTransOpen.RecId);
custTransopenPayment = CustTransOpen::findRefId(custTransrefund.RecId);
//mark payment and Invoice for settlement
manager.updateTransMarked(custTransOpenInvoice,NoYes::Yes);
manager.updateTransMarked(custTransopenPayment,NoYes::Yes);
manager.updateSpecTransWithSelectedDate();
manager.settleMarkedTrans();
Hi Momochi,
You can use the metadata search option in Visual Studio to find some examples. E.g. the class RetailEODStatementPaymentJournal has an example:
CustVendOpenTransManager manager;
CustTransOpen custTransOpen;
;
custTransOpen = this.getCustTransOpen(_ledgerJournalTrans.MarkedInvoice, _ledgerJournalTrans.parmAccount());
if (custTransOpen)
{
// mark/unmark this invoice's open customer transaction
// for settlement against the ledger journal payment line
manager = CustVendOpenTransManager::construct(_ledgerJournalTrans);
if (!manager.getTransMarkedByOtherSpec(custTransOpen))
{
manager.updateTransMarked(custTransOpen, _shouldMark);
}
}
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