Execute Credit Verification from Service Order

Hi @mjgrice32 

I took your latest extension code, and parts from the original message and adjusted them:

using PX.Data;
using PX.Data.BQL;
using PX.Data.BQL.Fluent;
using PX.Objects.AR;
using PX.Objects.CS;
using PX.Objects.Extensions.CustomerCreditHold;
using PX.Objects.FS;


namespace MyNamespace
{
    //***********************************************************************
    // ASG Custom Class:
    // custom extension class that inherits from CustomerCreditExtension.
    // This will allow access to the protected method: VerifyByCreditRules()
    //************************************************************************

    public class ServiceOrderEntry_CustomerCreditExtension : CustomerCreditExtension<
            ServiceOrderEntry,
            FSServiceOrder,
            FSServiceOrder.customerID,
            FSServiceOrder.hold,
            FSServiceOrder.completed,
            FSServiceOrder.status>
    {
        public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();

        //***********************************************************************
        // Andrii Tkachenko: This method WILL be called - Verify calls it at the end of its process.
        // Leaving throw new NotImplementedException() will break your code.
        // If you don't know what to do here, just leave it empty for now.
        // And later on, maybe you will find use for it.
        // You can also check other children of CustomerCreditExtension for ideas how UpdateARBalances can be implemented.
        //************************************************************************
        public override void UpdateARBalances(PXCache cache, FSServiceOrder newRow, FSServiceOrder oldRow)
        {

        }

        // Again, we were forced to created this method... IDK why, since the example in the repository
        // (found at: App_Data\CodeRepository\PX.Objects\SO\GraphExtensions\SOOrderCustomerCreditExtension.cs
        // doesn't have it implemented. But VS2022 is requiring us to have it, so
        // We simply call back to the Service order Base and get the ARSetup from the cache there.
        //***********************************************************************
        // Andrii Tkachenko: I agree, you have to make it.
        // SOOrderCustomerCreditExtension is also marked as abstract class - meaning, it's another "template" class,
        // that is inherited by some other class, which (assuming it's not another "template") should have this method implemented.
        // For example, SOOrderCustomerCredit is a child class of SOOrderCustomerCreditExtension and it implements this method like so:
        // return base.Base.arsetup.Current;
        // Just keep it like you did. I made it the same as SOOrderCustomerCredit, but you can keep your previous version.
        //***********************************************************************
        protected override ARSetup GetARSetup()
        {
            return PXSetup<ARSetup>.Select(Base);
        }

        //***********************************************************************
        // Andrii Tkachenko: I copied this event from your ServiceOrderEntry_Ext example at the 1st message of the topic, as-is
        // This is an example that you can now use your 
        //************************************************************************
        protected virtual void _(Events.FieldUpdated<FSServiceOrder, FSServiceOrder.customerID> e)
        {
            {
                FSServiceOrder serviceOrder = (FSServiceOrder)e.Row;
                CreditVerificationResult result = CheckCustomerCreditStatus(serviceOrder);

                if (result != null && result.Failed)
                {
                    // Handle the credit verification failure
                    ApplyCreditVerificationResult(result);
                }
            }
        }

        //***********************************************************************
        // Andrii Tkachenko: I copied these from your ServiceOrderEntry_Ext example at the 1st message of the topic, as-is
        // Update if needed
        //************************************************************************

        // Method to check customer credit status
        public CreditVerificationResult CheckCustomerCreditStatus(FSServiceOrder serviceOrder)
        {
            PXCache cache = Base.Caches[typeof(FSServiceOrder)];
            Customer customer = GetCustomer(cache, serviceOrder);
            if (customer == null) return null;
            CustomerClass customerClass = GetCustomerClass(cache, customer);

            if (customer != null && customerClass != null)
            {
                return VerifyByCreditRules(cache, serviceOrder, customer, customerClass); // Andrii Tkachenko:
                                                                                          // note that this method is available for you
                                                                                          // without any additional code,
                                                                                          // because you inherited from CustomerCreditExtension
            }

            return null;
        }

        private Customer GetCustomer(PXCache cache, FSServiceOrder serviceOrder)
        {
            return SelectFrom<Customer>
                   .Where<Customer.bAccountID.IsEqual<@P.AsInt>>
                   .View.Select(Base, serviceOrder.CustomerID).TopFirst;
        }

        private CustomerClass GetCustomerClass(PXCache cache, Customer customer)
        {
            return SelectFrom<CustomerClass>
                   .Where<CustomerClass.customerClassID.IsEqual<@P.AsString>>
                   .View.Select(Base, customer.CustomerClassID).TopFirst;
        }

        private void ApplyCreditVerificationResult(CreditVerificationResult result)
        {
            if (result != null && result.Failed)
            {
                // Handle the credit verification failure (e.g., place the order on hold, show a warning, etc.)
                // throw new PXException(result.ErrorMessage);
            }
        }

        // Override other methods if needed
    }

}

I’ve also left comments for you to explain what I did and why. I start all of them with my name (Andrii Tkachenko), so you can easily find and highlight them.

Keith, thanks for the response.

Yes, thanks to the sample code Andrii provided above, I was able to figure out how to do my customization.