Bulk Update for 'Completed (%)' in Revenue Budget when Invoicing Projects

​@Avishka 

If the Completed (%) value needs to be set to 100 for every applicable Revenue Budget line before running Project Billing, a small customization with an action button can be added to the Project screen.

The action can loop through the Revenue Budget lines and set Completed (%) = 100 for the applicable records in one operation. The user can then proceed with Run Billing as usual.

Below is the sample code:

public class PMProjectEntryExt : PXGraphExtension<ProjectEntry>
{
    public PXAction<PMBudget> SetCompleted100;

    [PXButton(CommitChanges = true)]
    [PXUIField(DisplayName = "Set Completed to 100%")]
    protected virtual IEnumerable setCompleted100(PXAdapter adapter)
    {
        foreach (PMRevenueBudget budget in Base.RevenueBudget.Select())
        {
            if (budget == null) continue;
            budget.CompletedPct = 100m;
            //logic
        }
        return adapter.Get();
    }
}

Hope it helps!

Hi ​@Avishka ,

DAC Field Defaulting (Auto-fill 100 when lines are added)

If you want the field to automatically be 100% whenever a revenue budget line is created (instead of 0%):

Option 1) Via Customization Project (No-Code DAC Customization)

1. Open your Customization Project.
2. Go to Data Access →→ Click + and add PX.Objects.PM.PMRevenueBudget.
3. Locate the field CompletedPct.
4. Click Customize Attributes.
5. Replace or add the default attribute:

   [PXDefault(TypeCode.Decimal, "100.0")]

6. Save and publish the customization.

Option 2) Via C# Graph Extension (FieldDefaulting Event)

If you prefer code in a ProjectEntry graph extension:

public class ProjectEntry_Extension : PXGraphExtension<ProjectEntry>

{

protected virtual void _(Events.FieldDefaulting<PMRevenueBudget, PMRevenueBudget.completedPct> e)

{

// Defaults new budget lines to 100%

e.NewValue = 100.0m;

}

}

Hope above helps!!