Page 9030 Account Manager Activities

// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Finance.RoleCenters;

using Microsoft.Bank.Reconciliation;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Purchases.Document;
using Microsoft.Purchases.Payables;
using Microsoft.Sales.Document;
using Microsoft.Sales.FinanceCharge;
using Microsoft.Sales.Receivables;
using Microsoft.Sales.Reminder;

page 9030 "Account Manager Activities"
{
    Caption = 'Activities';
    PageType = CardPart;
    RefreshOnActivate = true;
    SourceTable = "Finance Cue";

    layout
    {
        area(content)
        {
            cuegroup(Payments)
            {
                Caption = 'Payments';
                field("Overdue Sales Documents"; Rec."Overdue Sales Documents")
                {
                    ApplicationArea = Basic, Suite;
                    DrillDownPageID = "Customer Ledger Entries";
                    ToolTip = 'Specifies the number of invoices where the customer is late with payment.';
                }
                field("Purchase Documents Due Today"; Rec."Purchase Documents Due Today")
                {
                    ApplicationArea = Basic, Suite;
                    DrillDownPageID = "Vendor Ledger Entries";
                }

                actions
                {
                    action("Edit Cash Receipt Journal")
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'Edit Cash Receipt Journal';
                        RunObject = Page "Cash Receipt Journal";
                        ToolTip = 'Register received payments in a cash receipt journal that may already contain journal lines.';
                    }
                    action("New Sales Credit Memo")
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'New Sales Credit Memo';
                        RunObject = Page "Sales Credit Memo";
                        RunPageMode = Create;
                        ToolTip = 'Process a return or refund by creating a new sales credit memo.';
                    }
                    action("Edit Payment Journal")
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'Edit Payment Journal';
                        RunObject = Page "Payment Journal";
                        ToolTip = 'Pay your vendors by filling the payment journal automatically according to payments due, and potentially export all payment to your bank for automatic processing.';
                    }
                    action("New Purchase Credit Memo")
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'New Purchase Credit Memo';
                        RunObject = Page "Purchase Credit Memo";
                        RunPageMode = Create;
                        ToolTip = 'Specifies a new purchase credit memo so you can manage returned items to a vendor.';
                    }
                }
            }
            cuegroup("Document Approvals")
            {
                Caption = 'Document Approvals';
                field("POs Pending Approval"; Rec."POs Pending Approval")
                {
                    ApplicationArea = Suite;
                    DrillDownPageID = "Purchase Order List";
                }
                field("SOs Pending Approval"; Rec."SOs Pending Approval")
                {
                    ApplicationArea = Suite;
                    DrillDownPageID = "Sales Order List";
                }

                actions
                {
                    action("Create Reminders...")
                    {
                        ApplicationArea = Suite;
                        Caption = 'Create Reminders...';
                        RunObject = Report "Create Reminders";
                    }
                    action("Create Finance Charge Memos...")
                    {
                        ApplicationArea = Suite;
                        Caption = 'Create Finance Charge Memos...';
                        RunObject = Report "Create Finance Charge Memos";
                    }
                }
            }
            cuegroup("Cash Management")
            {
                Caption = 'Cash Management';
                field("Non-Applied Payments"; Rec."Non-Applied Payments")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Payment Reconciliation Journals';
                    DrillDownPageID = "Pmt. Reconciliation Journals";
                    Image = Cash;
                }

                actions
                {
                    action("New Payment Reconciliation Journal")
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'New Payment Reconciliation Journal';
                        ToolTip = 'Reconcile unpaid documents automatically with their related bank transactions by importing bank a bank statement feed or file.';

                        trigger OnAction()
                        var
                            BankAccReconciliation: Record "Bank Acc. Reconciliation";
                        begin
                            BankAccReconciliation.OpenNewWorksheet();
                        end;
                    }
                }
            }
            cuegroup("Incoming Documents")
            {
                Caption = 'Incoming Documents';
                field("New Incoming Documents"; Rec."New Incoming Documents")
                {
                    ApplicationArea = Basic, Suite;
                    DrillDownPageID = "Incoming Documents";
                }
                field("Approved Incoming Documents"; Rec."Approved Incoming Documents")
                {
                    ApplicationArea = Suite;
                    DrillDownPageID = "Incoming Documents";
                }
                field("OCR Completed"; Rec."OCR Completed")
                {
                    ApplicationArea = Basic, Suite;
                    DrillDownPageID = "Incoming Documents";
                }

                actions
                {
                    action(CheckForOCR)
                    {
                        ApplicationArea = Basic, Suite;
                        Caption = 'Receive from OCR Service';
                        RunObject = Codeunit "OCR - Receive from Service";
                        RunPageMode = View;
                        ToolTip = 'Process new incoming electronic documents that have been created by the OCR service and that you can convert to, for example, purchase invoices.';
                        Visible = ShowCheckForOCR;
                    }
                }
            }
        }
    }

    actions
    {
    }

    trigger OnOpenPage()
    begin
        Rec.Reset();
        if not Rec.Get() then begin
            Rec.Init();
            Rec.Insert();
        end;

        Rec.SetFilter("Due Date Filter", '<=%1', WorkDate());
        Rec.SetFilter("Overdue Date Filter", '<%1', WorkDate());
        ShowCheckForOCR := OCRServiceMgt.OcrServiceIsEnable();
    end;

    var
        OCRServiceMgt: Codeunit "OCR Service Mgt.";
        ShowCheckForOCR: Boolean;
}