Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events?
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Copy notes from project revenue budget line to invoice notes
Best answer by noorula77
Hi, you can customize it using the DAC Note ID, which matches the Note table Note ID. The text can be found in the Note Text field.
1.Customization on BillingProcess graph extention.
2️.Intercept invoice line creation
Look into:
PMTran creation
OR ARTran insertion (preferred)
At this point, Acumatica still knows:
Project
Task
Cost Code
Inventory
Revenue Budget Line
3.Locate the Revenue Budget line
Query:
PMRevenueBudget
Matching on:
ProjectID
TaskID
CostCodeID
InventoryID
This is deterministic during billing.
4️.Copy the Note
Use Acumatica’s Note API To Copies notes only
PXNoteAttribute.CopyNoteAndFiles(
sourceCache,
revenueBudgetRow,
targetCache,
arTranRow,
copyFiles: false,
copyNotes: true
);
Including Files Use below code
PXNoteAttribute.CopyNoteAndFiles(
sourceCache,
revenueBudgetRow,
targetCache,
arTranRow,
copyFiles: true,
copyNotes: true
);
I don’t think there is native Checkbox dealing with that, but you can write a Business Event to update the Contents after the new record is saved.
Other option is to customize and have the Notes copying.
There are lots of areas in the system where that is happening, so we should have reference for the Code.
I don’t think there is native Checkbox dealing with that, but you can write a Business Event to update the Contents after the new record is saved.
Other option is to customize and have the Notes copying.
There are lots of areas in the system where that is happening, so we should have reference for the Code.
I’ve tried to do a business event, but not sure what trigger to choose that relates to notes, so not sure if this is really doable in business events.
1.Customization on BillingProcess graph extention.
2️.Intercept invoice line creation
Look into:
PMTran creation
OR ARTran insertion (preferred)
At this point, Acumatica still knows:
Project
Task
Cost Code
Inventory
Revenue Budget Line
3.Locate the Revenue Budget line
Query:
PMRevenueBudget
Matching on:
ProjectID
TaskID
CostCodeID
InventoryID
This is deterministic during billing.
4️.Copy the Note
Use Acumatica’s Note API To Copies notes only
PXNoteAttribute.CopyNoteAndFiles(
sourceCache,
revenueBudgetRow,
targetCache,
arTranRow,
copyFiles: false,
copyNotes: true
);
Including Files Use below code
PXNoteAttribute.CopyNoteAndFiles(
sourceCache,
revenueBudgetRow,
targetCache,
arTranRow,
copyFiles: true,
copyNotes: true
);
Looks like some sort of Dev work, but could you please send screenshots as well as a starter?
Hi, you can customize it using the DAC Note ID, which matches the Note table Note ID. The text can be found in the Note Text field.
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