Codeunit 5346 CRM Sales Document Posting Mgt, source in 29
Source29
src/Layers/W1/BaseApp/Integration/D365Sales/CRMSalesDocumentPostingMgt.Codeunit.al274 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Integration.D365Sales;
using Microsoft.Finance.GeneralLedger.Posting;
using Microsoft.Integration.Dataverse;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Document;
using Microsoft.Sales.History;
using Microsoft.Sales.Posting;
codeunit 5346 "CRM Sales Document Posting Mgt"
{
SingleInstance = true;
trigger OnRun()
begin
end;
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
CRMSalesOrderId: Guid;
DeletedCoupledOrderNo: Code[20];
DeletedCoupledOrderYourReference: Text[35];
CRMOrderHasBeenPostedMsg: Label '%1 ''%2'' has been posted in %3.', Comment = '%1=Document Type;%2=Document Id;%3=The name of our product';
CRMInvoiceHasBeenPostedMsg: Label 'Invoice ''%1'' for order ''%2'' has been posted in %3.', Comment = '%1=Invoice number;%2=Order number;%3=The name of our product';
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnBeforeDeleteAfterPosting', '', false, false)]
local procedure SetSalesOrderIdsOnSalesHeaderDeletion(var SalesHeader: Record "Sales Header"; var SalesInvoiceHeader: Record "Sales Invoice Header"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; var SkipDelete: Boolean; CommitIsSuppressed: Boolean; EverythingInvoiced: Boolean; var TempSalesLineGlobal: Record "Sales Line" temporary)
var
CRMIntegrationRecord: Record "CRM Integration Record";
begin
DeletedCoupledOrderNo := '';
DeletedCoupledOrderYourReference := '';
Clear(CRMSalesOrderId);
if (SalesHeader."Document Type" <> SalesHeader."Document Type"::Order) then
exit;
if not CRMIntegrationManagement.IsCRMIntegrationEnabled() then
exit;
if CRMIntegrationRecord.FindIDFromRecordID(SalesHeader.RecordId, CRMSalesOrderId) then begin
DeletedCoupledOrderNo := SalesHeader."No.";
DeletedCoupledOrderYourReference := SalesHeader."Your Reference";
end;
end;
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterPostSalesDoc', '', false, false)]
local procedure PostCRMSalesDocumentOnAfterPostSalesDoc(var SalesHeader: Record "Sales Header"; var GenJnlPostLine: Codeunit "Gen. Jnl.-Post Line"; SalesShptHdrNo: Code[20]; RetRcpHdrNo: Code[20]; SalesInvHdrNo: Code[20]; SalesCrMemoHdrNo: Code[20])
var
CRMConnectionSetup: Record "CRM Connection Setup";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforePostCRMSalesDocumentOnAfterPostSalesDoc(SalesHeader, IsHandled);
if IsHandled then
exit;
if not CRMConnectionSetup.IsEnabled() then
exit;
if CRMConnectionSetup.IsBidirectionalSalesOrderIntEnabled() then
exit;
Codeunit.Run(Codeunit::"CRM Integration Management");
AddPostedSalesDocumentToCRMAccountWall(SalesHeader, SalesInvHdrNo);
if not IsNullGuid(CRMSalesOrderId) then // Should be set by SetOrderOnSalesHeaderDeletion
SetCRMSalesOrderStateAsInvoiced();
end;
local procedure AddPostedSalesDocumentToCRMAccountWall(var SalesHeader: Record "Sales Header"; SalesInvHdrNo: Code[20])
var
Customer: Record Customer;
SalesInvoiceHeader: Record "Sales Invoice Header";
SalesOrderHeader: Record "Sales Header";
CRMPostBuffer: Record "CRM Post Buffer";
CRMIntegrationRecord: Record "CRM Integration Record";
CRMSetupDefaults: Codeunit "CRM Setup Defaults";
begin
if not (SalesHeader."Document Type" in [SalesHeader."Document Type"::Order, SalesHeader."Document Type"::Invoice]) then
exit;
if not CRMSetupDefaults.GetAddPostedSalesDocumentToCRMAccountWallConfig() then
exit;
Customer.Get(SalesHeader."Sell-to Customer No.");
case SalesHeader."Document Type" of
SalesHeader."Document Type"::Order:
if (SalesHeader."No." = DeletedCoupledOrderNo) then
CreateCRMPostBufferEntry(Customer.RecordId, Database::Customer, CRMPostBuffer.ChangeType::SalesInvHeaderCreated, StrSubstNo(CRMOrderHasBeenPostedMsg, SalesHeader."Document Type", DeletedCoupledOrderYourReference, ProductName.Short()))
else
if SalesOrderHeader.Get(SalesOrderHeader."Document Type"::Order, SalesHeader."No.") then
if CRMIntegrationRecord.FindByRecordID(SalesOrderHeader.RecordId) then
CreateCRMPostBufferEntry(Customer.RecordId, Database::Customer, CRMPostBuffer.ChangeType::SalesInvHeaderCreated, StrSubstNo(CRMOrderHasBeenPostedMsg, SalesHeader."Document Type", SalesOrderHeader."Your Reference", ProductName.Short()));
SalesHeader."Document Type"::Invoice:
if SalesInvoiceHeader.Get(SalesInvHdrNo) then
if (SalesInvoiceHeader."Your Reference" <> '') and (SalesInvoiceHeader."Your Reference" = DeletedCoupledOrderYourReference) then
CreateCRMPostBufferEntry(Customer.RecordId, Database::Customer, CRMPostBuffer.ChangeType::SalesInvHeaderCreated, StrSubstNo(CRMInvoiceHasBeenPostedMsg, SalesInvoiceHeader."No.", SalesInvoiceHeader."Your Reference", ProductName.Short()))
else
if SalesOrderHeader.Get(SalesOrderHeader."Document Type"::Order, SalesInvoiceHeader."Order No.") then
if CRMIntegrationRecord.FindByRecordID(SalesOrderHeader.RecordId) then
CreateCRMPostBufferEntry(Customer.RecordId, Database::Customer, CRMPostBuffer.ChangeType::SalesInvHeaderCreated, StrSubstNo(CRMInvoiceHasBeenPostedMsg, SalesInvoiceHeader."No.", SalesOrderHeader."Your Reference", ProductName.Short()));
end;
end;
local procedure SetCRMSalesOrderStateAsInvoiced()
var
CRMSalesorder: Record "CRM Salesorder";
begin
if CRMSalesorder.Get(CRMSalesOrderId) then begin
CRMSalesorder.StateCode := CRMSalesorder.StateCode::Invoiced;
CRMSalesorder.StatusCode := CRMSalesorder.StatusCode::Invoiced;
CRMSalesorder.Modify();
end;
Clear(CRMSalesOrderId);
end;
procedure CheckShippedOrders(var SalesHeaderOrder: Record "Sales Header")
var
CRMIntegrationRecord: Record "CRM Integration Record";
CRMConnectionSetup: Record "CRM Connection Setup";
ConnectionInitialized: Boolean;
begin
if not CRMConnectionSetup.IsEnabled() then
exit;
if CRMConnectionSetup.IsBidirectionalSalesOrderIntEnabled() then
exit;
if SalesHeaderOrder.FindSet() then
repeat
if IsSalesOrderFullyInvoiced(SalesHeaderOrder) then
if CRMIntegrationRecord.FindIDFromRecordID(SalesHeaderOrder.RecordId, CRMSalesOrderId) then begin
if not ConnectionInitialized then begin
Codeunit.Run(Codeunit::"CRM Integration Management");
ConnectionInitialized := true;
end;
SetCRMSalesOrderStateAsInvoiced();
end;
until SalesHeaderOrder.Next() = 0;
end;
internal procedure IsSalesOrderFullyInvoiced(SalesHeader: Record "Sales Header"): Boolean
var
SalesLine: Record "Sales Line";
begin
SalesLine.SetRange("Document Type", SalesHeader."Document Type");
SalesLine.SetRange("Document No.", SalesHeader."No.");
SalesLine.SetFilter("Quantity Invoiced", '<>0');
if SalesLine.FindFirst() then begin
SalesLine.SetRange("Quantity Invoiced");
SalesLine.SetFilter("Outstanding Quantity", '<>0');
if SalesLine.IsEmpty() then begin
SalesLine.SetRange("Outstanding Quantity");
SalesLine.SetFilter("Qty. Shipped Not Invoiced", '<>0');
exit(SalesLine.IsEmpty);
end;
end;
exit(false);
end;
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterReleaseSalesDoc', '', false, false)]
local procedure CreateCRMPostOnAfterReleaseSalesDoc(var SalesHeader: Record "Sales Header")
var
CRMPostBuffer: Record "CRM Post Buffer";
CRMConnectionSetup: Record "CRM Connection Setup";
begin
if not (SalesHeader."Document Type" = SalesHeader."Document Type"::Order) then
exit;
if not CRMConnectionSetup.IsEnabled() then
exit;
CreateCRMPostBufferEntry(SalesHeader.RecordId, CRMPostBuffer.ChangeType::SalesDocReleased);
end;
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Release Sales Document", 'OnAfterReleaseSalesDoc', '', false, false)]
local procedure CreateACRMPostOnAfterReleaseSalesDoc(var SalesHeader: Record "Sales Header"; PreviewMode: Boolean; var LinesWereModified: Boolean)
var
CRMPostBuffer: Record "CRM Post Buffer";
CRMConnectionSetup: Record "CRM Connection Setup";
begin
if PreviewMode then
exit;
if not (SalesHeader."Document Type" = SalesHeader."Document Type"::Order) then
exit;
if not CRMConnectionSetup.IsEnabled() then
exit;
CreateCRMPostBufferEntry(SalesHeader.RecordId, CRMPostBuffer.ChangeType::SalesDocReleased);
end;
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterSalesShptHeaderInsert', '', false, false)]
local procedure CreateACRMPostOnAfterSalesShptHeaderInsert(var SalesShipmentHeader: Record "Sales Shipment Header"; SalesHeader: Record "Sales Header"; SuppressCommit: Boolean)
var
CRMPostBuffer: Record "CRM Post Buffer";
CRMConnectionSetup: Record "CRM Connection Setup";
begin
if not (SalesHeader."Document Type" = SalesHeader."Document Type"::Order) then
exit;
if not CRMConnectionSetup.IsEnabled() then
exit;
CreateCRMPostBufferEntry(SalesHeader.RecordId, CRMPostBuffer.ChangeType::SalesShptHeaderCreated);
end;
[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterSalesInvHeaderInsert', '', false, false)]
local procedure CreateACRMPostOnAfterSalesInvHeaderInsert(var SalesInvHeader: Record "Sales Invoice Header"; SalesHeader: Record "Sales Header"; CommitIsSuppressed: Boolean)
var
CRMPostBuffer: Record "CRM Post Buffer";
CRMConnectionSetup: Record "CRM Connection Setup";
begin
if not (SalesHeader."Document Type" = SalesHeader."Document Type"::Order) then
exit;
if not CRMConnectionSetup.IsEnabled() then
exit;
CreateCRMPostBufferEntry(SalesHeader.RecordId, CRMPostBuffer.ChangeType::SalesInvHeaderCreated);
end;
local procedure CreateCRMPostBufferEntry(RecId: RecordID; ChangeType: Option)
var
CRMPostBuffer: Record "CRM Post Buffer";
[SecurityFiltering(SecurityFilter::Ignored)]
CRMPostBuffer2: Record "CRM Post Buffer";
begin
if not CRMPostBuffer2.WritePermission() then
exit;
CRMPostBuffer.ID := CreateGuid();
CRMPostBuffer."Table ID" := Database::"Sales Header";
CRMPostBuffer.RecId := RecId;
CRMPostBuffer.ChangeType := ChangeType;
CRMPostBuffer.ChangeDateTime := CurrentDateTime;
CRMPostBuffer.Insert();
end;
local procedure CreateCRMPostBufferEntry(RecId: RecordID; TableId: Integer; ChangeType: Option; Message: Text)
var
CRMPostBuffer: Record "CRM Post Buffer";
[SecurityFiltering(SecurityFilter::Ignored)]
CRMPostBuffer2: Record "CRM Post Buffer";
begin
if not CRMPostBuffer2.WritePermission() then
exit;
CRMPostBuffer.ID := CreateGuid();
CRMPostBuffer."Table ID" := TableId;
CRMPostBuffer.RecId := RecId;
CRMPostBuffer.ChangeType := ChangeType;
CRMPostBuffer.ChangeDateTime := CurrentDateTime;
CRMPostBuffer.Message := CopyStr(Message, 1, MaxStrLen(CRMPostBuffer.Message));
CRMPostBuffer.Insert();
end;
[IntegrationEvent(false, false)]
local procedure OnBeforePostCRMSalesDocumentOnAfterPostSalesDoc(SalesHeader: Record "Sales Header"; var IsHandled: Boolean)
begin
end;
}