Custom feature problem: Create Blanket Sales order button

Question

I have created a shortcut button for Create Blanket Sales Order on the Sales Order Menu and on the Customers three dots menu.

This feature is used to: from creating a customer to creating a blanket sales order in a single click.

However, I have a problem: when I click the "Create Blanket Sales Order" button, it goes to the Sales Orders page then I notice that the "Create Child Orders" button is not displayed.

Also it works properly if I select the order type manually.

Please help me see if I am wrong or missing any part of the code. Thank you everyone for your help.

Here is the code
----------------------------------------------------------------------------------------------------------
namespace PX.Objects.AR
{

  [PXCacheName("SOOrder Extension")]
  public class SOOrderExt : PXCacheExtension<SOOrder>
  {
  #region UsrCreateChildOrders
  [PXBool]
  [PXUIField(DisplayName = "Create Child Orders")]
  public virtual bool? UsrCreateChildOrders { get; set; }
  public abstract class usrCreateChildOrders : PX.Data.BQL.BqlBool.Field<usrCreateChildOrders> { }
  #endregion
  }


public class CustomerMaint_Extension : PXGraphExtension<CustomerMaint>
  {
  public PXAction<Customer> newBlanketSalesOrder;

  [PXUIField(DisplayName = "Create Blanket Sales Order")]
  [PXButton]
  public virtual IEnumerable NewBlanketSalesOrder(PXAdapter adapter)
  {
  Customer customer = Base.BAccount.Current;
  if (customer != null && customer.BAccountID > 0L)
  {
  SOOrderEntry soEntry = PXGraph.CreateInstance<SOOrderEntry>();
  soEntry.Clear();
  SOOrder newDoc = (SOOrder)soEntry.Document.Cache.Insert();
  newDoc.BranchID = null;
  soEntry.Document.Cache.SetValueExt<SOOrder.customerID>(newDoc, customer.BAccountID);
  soEntry.Document.Cache.SetValueExt<SOOrder.orderType>(newDoc, "BL"); // Set SOOrder Type here
  newDoc.ContactID = customer.PrimaryContactID < 0L ? null : customer.PrimaryContactID;
  soEntry.customer.Current.CreditRule = customer.CreditRule;
  if (soEntry.Document.Current.FreightTaxCategoryID != null)
  {
  SOOrder createdOrder = (SOOrder)soEntry.Document.Cache.CreateCopy(soEntry.Document.Current);
  soEntry.Document.Current.FreightTaxCategoryID = null;
  soEntry.Document.Update(createdOrder);
  }

  // Update the order type configuration check
  var orderType = PXSelect<SOOrderType,
  Where<SOOrderType.orderType, Equal<Required<SOOrderType.orderType>>>>.
  Select(Base, "BL").FirstOrDefault();

  if (orderType != null && orderType.GetItem<SOOrderType>().Behavior != "BL")
  {
  throw new PXException("The specified Order Type is not configured as a Blanket Order Type.");
  }

  throw new PXRedirectRequiredException(soEntry, "SO301000");
  }
  return adapter.Get();
  }
  }
}

Best answer by Zoltan Febert

Hi @VinhPhat68,

I refactored your code a bit and tested it in 22R207, it worked as expected.

        [PXUIField(DisplayName = "Create Blanket Sales Order")]
        [PXButton]
        public virtual IEnumerable NewBlanketSalesOrder(PXAdapter adapter)
        {
            // Update the order type configuration check
            var orderType = (SOOrderType)PXSelect<SOOrderType,
                    Where<SOOrderType.orderType, Equal<Required<SOOrderType.orderType>>>>.
                Select(Base, "BL").FirstOrDefault();

            if (orderType != null && orderType.Behavior != "BL")
            {
                throw new PXException("The specified Order Type is not configured as a Blanket Order Type.");
            }

            var customer = Base.BAccount.Current;
            if (customer != null && customer.BAccountID > 0L)
            {
                var soEntry = PXGraph.CreateInstance<SOOrderEntry>();

                var newDoc = soEntry.Document.Insert(new SOOrder
                {
                    BranchID = null,
                    CustomerID = customer.BAccountID,
                    OrderType = "BL",
                    ContactID = customer.PrimaryContactID < 0L ? null : customer.PrimaryContactID,
                    FreightTaxCategoryID = null
                });

                throw new PXRedirectRequiredException(soEntry, "SO301000");
            }
            return adapter.Get();
        }

Zoltan Febert · Accepted Answer

Hi @VinhPhat68,I refactored your code a bit and tested it in 22R207, it worked as expected. [PXUIField(DisplayName = "Create Blanket Sales Order")] [PXButton] public virtual IEnumerable NewBlanketSalesOrder(PXAdapter adapter) { // Update the order type configuration check var orderType = (SOOrderType)PXSelect>>>. Select(Base, "BL").FirstOrDefault(); if (orderType != null && orderType.Behavior != "BL") { throw new PXException("The specified Order Type is not configured as a Blanket Order Type."); } var customer = Base.BAccount.Current; if (customer != null && customer.BAccountID > 0L) { var soEntry = PXGraph.CreateInstance(); var newDoc = soEntry.Document.Insert(new SOOrder { BranchID = null, CustomerID = customer.BAccountID, OrderType = "BL", ContactID = customer.PrimaryContactID < 0L ? null : customer.PrimaryContactID, FreightTaxCategoryID = null }); throw new PXRedirectRequiredException(soEntry, "SO301000"); } return adapter.Get(); }

VinhPhat68 · Answer

Hi@VinhPhat68,I refactored your code a bit and tested it in 22R207, it worked as expected. [PXUIField(DisplayName = "Create Blanket Sales Order")] [PXButton] public virtual IEnumerable NewBlanketSalesOrder(PXAdapter adapter) { // Update the order type configuration check var orderType = (SOOrderType)PXSelect>>>. Select(Base, "BL").FirstOrDefault(); if (orderType != null && orderType.Behavior != "BL") { throw new PXException("The specified Order Type is not configured as a Blanket Order Type."); } var customer = Base.BAccount.Current; if (customer != null && customer.BAccountID > 0L) { var soEntry = PXGraph.CreateInstance(); var newDoc = soEntry.Document.Insert(new SOOrder { BranchID = null, CustomerID = customer.BAccountID, OrderType = "BL", ContactID = customer.PrimaryContactID < 0L ? null : customer.PrimaryContactID, FreightTaxCategoryID = null }); throw new PXRedirectRequiredException(soEntry, "SO301000"); } return adapter.Get(); }.Hi@zfebert56Thank you for your help. The above code seems to have worked.

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