Hi @Naveen Boga,

I’m also trying the same concept from Processing screen, for the insertion of “Debit Adjustment” in Check and payment screen. Actually it is creating the header record, but the Adjustment entries are not getting created without any error. Below is my sample code, could you please help me to check.

                            APPaymentEntry grp = PXGraph.CreateInstance<APPaymentEntry>();
                            APInvoice aPayInvoice = PXSelect<APInvoice,
                      Where<APInvoice.refNbr, Equal<Required<APInvoice.refNbr>>,
                      And<APInvoice.docType, Equal<Required<APInvoice.docType>>>>>.Select(this, header.RefNbr, "INV");
                            APRegister apRegister = PXSelect<APRegister,
                     Where<APRegister.origRefNbr, Equal<Required<APRegister.origRefNbr>>,
                     And<APRegister.origDocType, Equal<Required<APRegister.origDocType>>,
                      And<APRegister.origModule, Equal<Required<APRegister.origModule>>>>>>.Select(this, header.RefNbr, "INV", "AP");
                            APPayment payment = new APPayment();
                            payment.DocType = APDocType.DebitAdj;
                           // payment = PXCache<APPayment>.CreateCopy(grp.Document.Insert(payment));
                            payment.Hold = true;
                            payment.Status = "H";
                            payment.VendorID = aPayInvoice.VendorID;
                            payment.VendorLocationID = aPayInvoice.PayLocationID;
                            payment.CuryID = aPayInvoice.CuryID;
                            payment.PaymentMethodID = aPayInvoice.PayTypeID;
                            payment.DocDesc = aPayInvoice.DocDesc;
                            grp.FieldDefaulting.AddHandler<APPayment.cashAccountID>((sender, e) =>
                            {
                                if (aPayInvoice.DocType == APDocType.DebitAdj)
                                {
                                    e.NewValue = null;
                                    e.Cancel = true;
                                }
                            });
                            grp.FieldDefaulting.AddHandler<CurrencyInfo.curyID>((sender, e) =>
                            {
                                if (e.Row != null)
                                {
                                    e.NewValue = ((CurrencyInfo)e.Row).CuryID;
                                    e.Cancel = true;
                                }
                            });

                            payment = grp.Document.Insert(payment);
                            decimal? controlamt = 0;
                            grp.Document.Current = payment;
                            APAdjust adj = grp.Adjustments.Insert(new APAdjust
                            {
                                AdjdBranchID = this.Accessinfo.BranchID,
                                AdjdDocType = APDocType.Invoice,
                                AdjdRefNbr = aPayInvoice.RefNbr,
                                CuryAdjgAmt = aPayInvoice.CuryLineTotal
                            });
                           
                            grp.Actions.PressSave();

Regards,

Ramya Krishna

@FarhanaM60  Then definitely I don’t see any issue with the code, but also not sure why it is not working in your instance.

@Naveen B -Only Checks and Payments Record

Hi @FarhanaM60  Yes, that is correct.

In your processing screen, you are only doing creation Checks and Payments document OR also creating the Bills and Adjustments document before this creation Checks and Payments ?

@Naveen B -Thank you for your effort .. I think you have added Button in Bills From there you have tried Right?? But i have done From processing Screen.. Yes from where we are doing is not the issue but when it is working it will be good .. But unfortunately its not working for me

Hi @FarhanaM60  I have verified this and I can able to create the Checks and Payments document successfully. Please find the code and screenshots for your reference.

 public class APInvoiceEntryExt : PXGraphExtension<APInvoiceEntry>
    {

        public PXAction<APInvoice> CheckPay;
         PXUIField(DisplayName = "Check Pay Test", MapEnableRights = PXCacheRights.Select)]
        protected virtual IEnumerable checkPay(PXAdapter adapter, ,PXString()] string ActionName)
        {



            if (Base.Document.Current != null)
            {
                APPaymentEntry grp = PXGraph.CreateInstance<APPaymentEntry>();
                APPayment payment = new APPayment();
                payment.DocType = APDocType.Check;
                payment = PXCache<APPayment>.CreateCopy(grp.Document.Insert(payment));
                payment.VendorID = Base.Document.Current.VendorID;
                payment.VendorLocationID = Base.Document.Current.PayLocationID;
                // payment.AdjDate = row.PmtDate;
                payment.CuryID = Base.Document.Current.CuryID;
                payment.PaymentMethodID = Base.Document.Current.PayTypeID;
                payment.DocDesc = Base.Document.Current.DocDesc;
                grp.FieldDefaulting.AddHandler<APPayment.cashAccountID>((sender, e) =>
                {
                    if (Base.Document.Current.DocType == APDocType.Prepayment)
                    {
                        e.NewValue = null;
                        e.Cancel = true;
                    }
                });
                grp.FieldDefaulting.AddHandler<CurrencyInfo.curyID>((sender, e) =>
                {
                    if (e.Row != null)
                    {
                        e.NewValue = ((CurrencyInfo)e.Row).CuryID;
                        e.Cancel = true;
                    }
                });

                payment = grp.Document.Update(payment);
                decimal? controlamt = 0;
                grp.Document.Current = payment;

                APAdjust adj = new APAdjust();

                adj.AdjdDocType = APDocType.Invoice;
                adj.AdjdRefNbr = Base.Document.Current.RefNbr;
                adj.CuryAdjgAmt = Base.Document.Current.CuryLineTotal;

                adj = grp.Adjustments.Insert(adj);

                if (grp.Adjustments.Select().Count > 0)
                {
                    payment.CuryOrigDocAmt = controlamt;
                    //payment.CuryApplAmt = row.TotAmt;
                    payment = grp.Document.Update(payment);
                    APPayment copy = grp.Document.Cache.CreateCopy(payment) as APPayment;
                    grp.Document.Cache.RaiseRowUpdated(payment, copy);
                    payment = grp.Document.Update(payment);
                    grp.Actions.PressSave();
                }

            }
            return adapter.Get();
        }
    }

@FarhanaM60  Gotcha!  Thanks for clarifying!

@Naveen B -APDoctype.invoice means bill.. its saving in backend as inv

Hi @FarhanaM60  Can you please confirm on this?

Ok @FarhanaM60  Thanks for sharing the code, will take a look and let you know.

@Naveen B -the given code is against to the bill for Sales Order I think

am pasting my graph code please check and let me know

grp.Clear();
                    
                        APPayment payment = new APPayment();
                        payment.DocType = APDocType.Check;
                        payment = PXCache<APPayment>.CreateCopy(grp.Document.Insert(payment));
                        payment.VendorID = inv.VendorID;
                        payment.VendorLocationID = inv.PayLocationID;
                        payment.AdjDate = row.PmtDate;
                        payment.CuryID = inv.CuryID;
                        payment.PaymentMethodID = inv.PayTypeID;
                        payment.DocDesc = inv.DocDesc;
                        this.FieldDefaulting.AddHandler<APPayment.cashAccountID>((sender, e) =>
                        {
                            if (inv.DocType == APDocType.Prepayment)
                            {
                                e.NewValue = null;
                                e.Cancel = true;
                            }
                        });
                        this.FieldDefaulting.AddHandler<CurrencyInfo.curyID>((sender, e) =>
                        {
                            if (e.Row != null)
                            {
                                e.NewValue = ((CurrencyInfo)e.Row).CuryID;
                                e.Cancel = true;
                            }
                        });

                        payment = grp.Document.Update(payment);
                        decimal? controlamt = 0;
                        grp.Document.Current = payment;

                        APAdjust adj = new APAdjust();
                        //adj = PXCache<APAdjust>.CreateCopy(grp.Adjustments.Insert(adj));
                        adj.AdjdDocType = APDocType.Invoice;
                        adj.AdjdRefNbr = inv.RefNbr;
                        adj.CuryAdjgAmt = inv.CuryLineTotal;

                        //grp.Adjustments.Cache.RaiseFieldUpdated<APAdjust.adjdRefNbr>(adj, null);
                        adj = grp.Adjustments.Insert(adj);

                        foreach (TSAWSPayment lin in PXSelect<TSAWSPayment, Where<TSAWSPayment.printNbr, Equal<Required<TSAWSPayment.printNbr>>,
                                                            And<TSAWSPayment.vendorID, Equal<Required<TSAWSPayment.vendorID>>>>>.Select(this, row.PrintNbr, row.VendorID))

                        {
                            TSAWSPayment payrow = lin;
                            //InsertAPAdjustments(payrow, grp, payment,inv);
                            //grp.Adjustments.Current = grp.Adjustments.Search<APAdjust.adjdDocType, APAdjust.adjdRefNbr>(inv.DocType, inv.RefNbr);
                            APAdjust adj1 = new APAdjust();
                            //adj = PXCache<APAdjust>.CreateCopy(grp.Adjustments.Insert(adj));
                            adj.AdjdDocType = APDocType.Invoice;
                            adj.AdjdRefNbr = inv.RefNbr;
                            adj.CuryAdjgAmt = inv.CuryLineTotal;

                            //grp.Adjustments.Cache.RaiseFieldUpdated<APAdjust.adjdRefNbr>(adj, null);
                            adj=grp.Adjustments.Insert(adj);
                            
                            controlamt = controlamt + payrow.ApplytoAmt;
                            
                        }
                        if (grp.Adjustments.Select().Count > 0)
                        {
                            payment.CuryOrigDocAmt = controlamt;
                            payment.CuryApplAmt = row.TotAmt;
                            payment = grp.Document.Update(payment);
                            APPayment copy = grp.Document.Cache.CreateCopy(payment) as APPayment;
                            grp.Document.Cache.RaiseRowUpdated(payment, copy);
                            payment = grp.Document.Update(payment);
                            grp.Actions.PressSave();

Yeah Sure @Naveen B 

@FarhanaM60  Sure.  If this is not working, can you please share your graph code.

@Naveen B -Thank You I will try and let you know

@FarhanaM60  Can you please try with below code. Hope this helps!

 APPaymentEntry docgraph = PXGraph.CreateInstance<APPaymentEntry>();
                docgraph.Clear();
                APPayment newPayment = new APPayment();
                newPayment.DocType =  APDocType.Check;
                newPayment.PaymentMethodID = paymentmethodid;   // Ordergraph.Document.Current.PaymentMethodID;

                newPayment.CuryOrigDocAmt = amount;
                docgraph.Document.Cache.Insert(newPayment);

                        docgraph.Document.Current.PMInstanceID = Ordergraph.Document.Current.PMInstanceID;

                        docgraph.Document.Current.CashAccountID = Ordergraph.Document.Current.CashAccountID;

                    docgraph.Document.Current.ExtRefNbr = Ordergraph.Document.Current.GetExtension<SOOrderAMIExt>().UsrKNPaymentRefNbr;

                docgraph.Document.Cache.Update(docgraph.Document.Current);
                docgraph.Save.Press();

                APAdjust adjnew = new APAdjust();
                adjnew.AdjdRefNbr = Ordergraph.Document.Current.OrderNbr;
                adjnew.AdjdDocType = Ordergraph.Document.Current.OrderType;
                adjnew.CuryAdjgAmt = amount;   


                docgraph.Adjustments.Cache.Insert(adjnew);
                docgraph.Save.Press();

@jinin Yes it is in release status

@Naveen B  Manually i can apply

@FarhanaM60  Are you able to apply manually with this reference number?

@FarhanaM60 

Can you make sure the document is already released? If the document is not released also we will get this error.

Okay Sure

ok @FarhanaM60 . Will check and update you.

Same issue @jinin an error occurred ref nbr cannot be found

Hi @jinin . Thank You for your reply .. I will try now and let you know

Hi @FarhanaM60 

Can you assign the value for below fields and check once ?  We did this for one of our project and works fine for us.

                       APAdjust adjnew = new APAdjust();
                        adjnew.AdjdDocType = ARDocType.Payment;
                        adjnew.AdjdRefNbr = objlist.RefNbr;
                        adjnew.CuryAdjgAmt = objlist.OpenOrderTotal;  
                        
                        docgraph.Adjustments.Insert(adjnew);
                      

                        docgraph.Actions.PressSave();