Mass Processing for Customer Refunds

.gitignore

@@ -0,0 +1,5 @@
+################################################################################
+# This .gitignore file was automatically created by Microsoft(R) Visual Studio.
+################################################################################
+
+/.vs

README.md

@@ -28,7 +28,12 @@ To use this customziation:
 ![Screenshot](/_ReadMeImages/AR302000d.png)
 - Clicking on Reports -> Print Refund Check will assign the next check number to 'Payment Ref' and Payment Method (CA204000) -> AR Last Reference Number for matching Cash Account used. And also it will redirect to refund check form report AR640501.rpx.
 ![Screenshot](/_ReadMeImages/AR302000e.png)
-- There is no batch printing capability of refund checks.
+- If you want to use the AP Check numbering sequence for customer refunds, check "Use AP Reference Nbr for AR"
+![Screenshot](/_ReadMeImages/AR302000f.png)
+- If you want to print multiple checks at once, navigate to AR508800 "Print customer Refunds"
+![Screenshot](/_ReadMeImages/AR508800a.png)
+- After clicking "Process", the selected checks will be displayed in the report browser
+![Screenshot](/_ReadMeImages/AR508800b.png)
 
 Known Issues
 ------------

cust/PrintCustomerRefundPkg/Pages/AR/AR508800.aspx

@@ -0,0 +1,45 @@
+<%@ Page Language="C#" MasterPageFile="~/MasterPages/FormDetail.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="AR508800.aspx.cs" Inherits="Page_AR508800" Title="Untitled Page" %>
+<%@ MasterType VirtualPath="~/MasterPages/FormDetail.master" %>
+
+<asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server">
+    <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%"
+                     TypeName="PX.PrintCustomerRefund.Ext.CustomerRefundMassPrint"
+                     PrimaryView="Filter">
+        <CallbackCommands>
+
+        </CallbackCommands>
+    </px:PXDataSource>
+</asp:Content>
+<asp:Content ID="cont2" ContentPlaceHolderID="phF" Runat="Server">
+    <px:PXFormView ID="form" runat="server" DataSourceID="ds" DataMember="Filter" Width="100%" AllowAutoHide="false">
+        <Template>
+            <px:PXLayoutRule runat="server" StartRow="True"/>
+            <px:PXSelector runat="server" ID="slBranchID" DataField="BranchID" CommitChanges="True"/>
+            <px:PXSelector runat="server" ID="slPaymentMethodID" DataField="PaymentMethodID" CommitChanges="True"  AutoRefresh="True"/>
+            <px:PXSelector runat="server" ID="slCashAccountID" DataField="CashAccountID" CommitChanges="True" AutoRefresh="True"/>
+            <px:PXTextEdit runat="server" ID="txtLastCheckNbr" DataField="LastCheckNbr" CommitChanges="True"/>
+
+            <px:PXLayoutRule runat="server" StartColumn="True"/>
+            <px:PXCheckBox runat="server" ID="chkSetApplicationDate" DataField="SetApplicationDate" CommitChanges="True"/>
+        </Template>
+        <AutoSize Enabled="true" Container="Window" />
+    </px:PXFormView>
+</asp:Content>
+<asp:Content ID="cont3" ContentPlaceHolderID="phG" Runat="Server">
+    <px:PXGrid ID="grid" runat="server" DataSourceID="ds" Width="100%" Height="150px" SkinID="Details" AllowAutoHide="false">
+        <Levels>
+            <px:PXGridLevel DataMember="Refunds">
+                <Columns>
+                    <px:PXGridColumn DataField="Selected" Type="CheckBox" TextAlign="Center"/>
+                    <px:PXGridColumn DataField="RefNbr"/>
+                    <px:PXGridColumn DataField="CustomerID"/>
+                    <px:PXGridColumn DataField="AdjDate"/>
+                    <px:PXGridColumn DataField="CuryOrigDocAmt"/>
+                </Columns>
+            </px:PXGridLevel>
+        </Levels>
+        <AutoSize Container="Window" Enabled="True" MinHeight="150"/>
+        <ActionBar >
+        </ActionBar>
+    </px:PXGrid>
+</asp:Content>

cust/PrintCustomerRefundPkg/Pages/AR/AR508800.aspx.cs

@@ -0,0 +1,15 @@
+using System;
+using System.Configuration;
+using System.Collections;
+using System.Web;
+using System.Web.Security;
+using System.Web.UI;
+using System.Web.UI.WebControls;
+using System.Web.UI.HtmlControls;
+
+public partial class  Page_AR508800 : PX.Web.UI.PXPage
+{
+	protected void Page_Load(object sender, EventArgs e)
+	{
+	}
+}

cust/PrintCustomerRefundPkg/_project/Code_ARPaymentEntryExt.xml

@@ -0,0 +1,153 @@
+<Graph ClassName="ARPaymentEntryExt" Source="#CDATA" IsNew="True" FileType="NewFile">
+    <CDATA name="Source"><![CDATA[using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using PX.Data;
+using PX.Objects.AR;
+using PX.Objects.CA;
+using PX.Objects.CS;
+using System.Collections;
+
+namespace PX.PrintCustomerRefund.Ext
+{
+    // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active
+    public class ARPaymentEntryExt : PXGraphExtension<ARPaymentEntry>
+    {
+        public PXSelect<PaymentMethodAccount,
+                        Where<PaymentMethodAccount.cashAccountID, Equal<Current<ARPayment.cashAccountID>>>,
+                        OrderBy<Asc<PaymentMethodAccount.aRIsDefault>>> CashAcctDetail_AccountID;
+
+        public PXSelect<PaymentMethodAccount, Where<
+                    Where<PaymentMethodAccount.cashAccountID, Equal<Current<ARPayment.cashAccountID>>,
+                    And<PaymentMethodAccount.paymentMethodID, Equal<Current<ARPayment.paymentMethodID>>>>>> cashaccountdetail;
+
+        public override void Initialize()
+        {
+            Base.report.AddMenuAction(printRefundCheck);
+            printRefundCheck.SetEnabled(false);
+        }
+
+        public PXAction<ARPayment> printRefundCheck;
+        [PXButton()]
+        [PXUIField(DisplayName = "Print Refund Check", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]
+        protected virtual void PrintRefundCheck()
+        {
+            AssignCheckNumber();
+
+            Dictionary<string, string> d = new Dictionary<string, string>()
+            {
+                ["StartCheckNbr"] = Base.Document.Current.ExtRefNbr,
+                ["PaymentMethodID"] = Base.Document.Current.PaymentMethodID,
+                ["CashAccountID"] = CashAccount.PK.Find(Base, Base.Document.Current.CashAccountID).CashAccountCD,
+                [PX.Objects.AP.ReportMessages.CheckReportFlag] = PX.Objects.AP.ReportMessages.CheckReportFlagValue
+            };
+
+            var requiredException = new PXReportRequiredException(d, "AR640501", PXBaseRedirectException.WindowMode.New, "Refund Check");
+
+
+            throw new PXRedirectWithReportException(this.Base, requiredException, "Preview");
+        }
+
+        protected virtual void ARPayment_ExtRefNbr_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e, PXFieldDefaulting BaseInvoke)
+        {
+            if (BaseInvoke != null)
+                BaseInvoke(sender, e);
+            ARPayment data = (ARPayment)e.Row;
+            PaymentMethod pmRow = Base.paymentmethod.Current;
+            if (data == null || pmRow == null) return;
+            if (!(data.DocType == ARDocType.Refund
+              && pmRow.PaymentType == PaymentMethodType.CashOrCheck)) return;
+            e.NewValue = null;
+            e.Cancel = true;
+        }
+
+        protected virtual void ARPayment_ExtRefNbr_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e, PXFieldVerifying BaseInvoke)
+        {
+            if (BaseInvoke != null)
+                BaseInvoke(sender, e);
+            ARPayment data = (ARPayment)e.Row;
+            PaymentMethod pmRow = Base.paymentmethod.Current;
+
+            if (
+                !(data == null 
+                || pmRow == null 
+                || String.IsNullOrEmpty(data.ExtRefNbr))
+                && (
+                data.DocType == ARDocType.Refund 
+                && pmRow.PaymentType == PaymentMethodType.CashOrCheck 
+                && data.ExtRefNbr.ToUpper() == MessageConst._TOBEGEN.ToUpper()
+                ))
+                e.Cancel = true;
+        }
+
+        protected void ARPayment_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
+        {
+            ARPayment row = e.Row as ARPayment;
+            PaymentMethod pmRow = Base.paymentmethod.Current;
+            if (row == null || pmRow == null) return;
+
+            bool bPrint = ((row.DocType == ARDocType.Refund) && (pmRow.PaymentType == PaymentMethodType.CashOrCheck));
+            printRefundCheck.SetEnabled(bPrint && !row.Released.Value && !row.Hold.Value);
+            PXUIFieldAttribute.SetEnabled<ARPayment.extRefNbr>(sender, row, !bPrint);
+        }
+
+        protected virtual void ARPayment_RowPersisting(PXCache sender, PXRowPersistingEventArgs e, PXRowPersisting del)
+        {
+            ARPayment row = e.Row as ARPayment;
+            PaymentMethod pmRow = Base.paymentmethod.Current;
+            if (row == null || pmRow == null) return;
+
+            if ((row.DocType == ARDocType.Refund) &&
+                (pmRow.PaymentType == PaymentMethodType.CashOrCheck) &&
+                (String.IsNullOrEmpty(row.ExtRefNbr)))
+            {
+                row.ExtRefNbr = MessageConst._TOBEGEN;
+            }
+
+            if (del != null)
+                del(sender, e);
+        }
+
+        public void AssignCheckNumber()
+        {
+            ARPayment row = Base.Document.Current;
+            PaymentMethod pmRow = Base.paymentmethod.Current;
+
+            if (row != null && pmRow != null)
+            {
+                if ((row.DocType == ARDocType.Refund) && (pmRow.PaymentType == PaymentMethodType.CashOrCheck))
+                {
+                    cashaccountdetail.Cache.ClearQueryCache();
+                    PaymentMethodAccount det = this.cashaccountdetail.Select();
+                    bool useAp = det.GetExtension<PaymentMethodExt>().UsrUseAPReferenceNbrForArRefund.GetValueOrDefault();
+                    string lastRefNbr = useAp ? det.APLastRefNbr : det.ARLastRefNbr;
+
+                    if ((String.IsNullOrEmpty(row.ExtRefNbr) 
+                        || (row.ExtRefNbr.Trim().ToUpper() == MessageConst._TOBEGEN.ToUpper())) 
+                        && (!String.IsNullOrEmpty(lastRefNbr)))
+                    {
+                        row.ExtRefNbr = AutoNumberAttribute.NextNumber(lastRefNbr);
+                        Base.Document.Update(row);
+
+                        if (useAp)
+                        {
+                            det.APLastRefNbr = row.ExtRefNbr;
+                        }
+                        else
+                        {
+                            det.ARLastRefNbr = row.ExtRefNbr;
+                        }
+                        this.cashaccountdetail.Update(det);
+
+                        row.Status = ARDocStatus.Open;
+                        Base.Document.Update(row);
+
+                        Base.Actions.PressSave();
+                    }
+                }
+            }
+        }
+    }
+}]]></CDATA>
+</Graph>

cust/PrintCustomerRefundPkg/_project/Code_ARPaymentExt.xml

@@ -0,0 +1,33 @@
+<Graph ClassName="ARPaymentExt" Source="#CDATA" IsNew="True" FileType="NewGraph">
+    <CDATA name="Source"><![CDATA[using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using PX.Data;
+using PX.Objects.AR;
+using PX.Objects.CA;
+
+namespace PX.PrintCustomerRefund.Ext
+{
+    public class ARPaymentExt : PXCacheExtension<ARPayment>
+    {
+        #region AmountToWords
+        public abstract class amountToWords : IBqlField { }
+        protected string _AmountToWords;
+        [PX.Objects.AP.ToWords(typeof(ARPayment.curyOrigDocAmt))]
+        public virtual string AmountToWords
+        {
+            get
+            {
+                return this._AmountToWords;
+            }
+            set
+            {
+                this._AmountToWords = value;
+            }
+        }
+        #endregion
+    }
+}
+]]></CDATA>
+</Graph>

cust/PrintCustomerRefundPkg/_project/Code_ARReleaseProcessExt.xml

@@ -0,0 +1,37 @@
+<Graph ClassName="ARReleaseProcessExt" Source="#CDATA" IsNew="True" FileType="NewFile">
+    <CDATA name="Source"><![CDATA[using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using PX.Data;
+using PX.Objects.AR;
+using PX.Objects.GL;
+
+namespace PX.PrintCustomerRefund.Ext
+{
+    public class ARReleaseProcessExt : PXGraphExtension<ARReleaseProcess>
+    {
+        public delegate List<ARRegister> ReleaseDocProcBaseDelegate(JournalEntry je, ARRegister ardoc, List<Batch> pmBatchList,
+                                                      ARDocumentRelease.ARMassProcessReleaseTransactionScopeDelegate onreleasecomplete);
+
+        [PXOverride]
+        public List<ARRegister> ReleaseDocProc(JournalEntry je, ARRegister ardoc, List<Batch> pmBatchList,
+                                                       ARDocumentRelease.ARMassProcessReleaseTransactionScopeDelegate onreleasecomplete,
+                                                       ReleaseDocProcBaseDelegate BaseInvoke)
+        {
+            if (ardoc is ARPayment)
+            {
+                ARPayment currentPayment = ardoc as ARPayment;
+                if (currentPayment.DocType == ARDocType.Refund 
+                    && (String.IsNullOrEmpty(currentPayment.ExtRefNbr) 
+                    || currentPayment.ExtRefNbr.Trim().ToUpper() == MessageConst._TOBEGEN.ToUpper())
+                    )
+                {
+                    throw new PXException(MessageConst._CHECK_NOTPRINTED_CANNOTRELEASE);
+                }
+            }
+            return BaseInvoke(je, ardoc, pmBatchList, onreleasecomplete);
+        }
+    }
+}]]></CDATA>
+</Graph>