Override Pay/Apply Document to Process Multiple Invoices in Customer Details Inquiry Screen

Hi Community,

I’ve implemented the following code logic to pass multiple records at a time to the Payments and Applications screen from the Customer Details screen when clicking the Pay/Apply Document action, and it’s working as expected.

Previously, I was just transferring the records directly. However, I’ve now created a list and written code to insert those records into the ARAdjust DAC.

public delegate IEnumerable PayDocumentDelegate(PXAdapter adapter);
        [PXOverride]
        public virtual IEnumerable PayDocument(PXAdapter adapter, PayDocumentDelegate baseMethod)
        {
            // Get selected documents
            List<ARDocumentEnq.ARDocumentResult> selectedDocuments = Base.Documents.Cache.Updated
                .RowCast<ARDocumentEnq.ARDocumentResult>()
                .Where(doc => PXCache<ARDocumentEnq.ARDocumentResult>
                    .GetExtension<ARDocumentResultExtensionsTSExt>(doc)?.UsrSelected == true)
                .ToList();

            if (!selectedDocuments.Any())
            {
                // Fall back to base behavior if no rows are selected
                return baseMethod(adapter);
            }

            // Create a list to store invoices that need to be processed
            List<ARInvoice> invoicesToProcess = new List<ARInvoice>();
            // Process each selected document
            foreach (var doc in selectedDocuments)
            {
                if (doc.GetExtension<ARDocumentResultExtensionsTSExt>().UsrSelected == true)
                {
                    // Retrieve the ARInvoice for the selected document
                    ARInvoice invoice = PXSelect<ARInvoice,
                        Where<ARInvoice.docType, Equal<Required<ARInvoice.docType>>,
                            And<ARInvoice.refNbr, Equal<Required<ARInvoice.refNbr>>>>>
                        .Select(Base, doc.DocType, doc.RefNbr);

                    if (invoice != null)
                    {
                        invoicesToProcess.Add(invoice);
                    }
                }
            }

            if (invoicesToProcess.Count > 0)
            {
                // Create a payment entry graph
                ARPaymentEntry paymentGraph = PXGraph.CreateInstance<ARPaymentEntry>();

                // Set up the payment with the first invoice
                ARInvoice firstInvoice = invoicesToProcess[0];

                // Create the payment document
                paymentGraph.Document.Insert();
                paymentGraph.Document.Current.CustomerID = firstInvoice.CustomerID;
                paymentGraph.Document.Current.DocType = ARPaymentType.Payment;
                paymentGraph.Document.Current.AdjDate = firstInvoice.DocDate;
                paymentGraph.Document.Current.CuryOrigDocAmt = 0m; // Will be calculated from added adjustments
                paymentGraph.Document.Update(paymentGraph.Document.Current);

                // Add each invoice as an adjustment
                foreach (ARInvoice invoice in invoicesToProcess)
                {
                    // Check if the adjustment already exists
                    ARAdjust existingAdjustment = PXSelect<ARAdjust,
                        Where<ARAdjust.adjdDocType, Equal<Required<ARAdjust.adjdDocType>>,
                            And<ARAdjust.adjdRefNbr, Equal<Required<ARAdjust.adjdRefNbr>>,
                            And<ARAdjust.adjgDocType, Equal<Required<ARAdjust.adjgDocType>>,
                            And<ARAdjust.adjgRefNbr, Equal<Required<ARAdjust.adjgRefNbr>>>>>>>
                        .Select(paymentGraph, invoice.DocType, invoice.RefNbr,
                                paymentGraph.Document.Current.DocType,
                                paymentGraph.Document.Current.RefNbr);

                    if (existingAdjustment == null)
                    {
                        // Create a new adjustment
                        ARAdjust adj = new ARAdjust();
                        adj.AdjdDocType = invoice.DocType;
                        adj.AdjdRefNbr = invoice.RefNbr;
                        adj.AdjdCustomerID = invoice.CustomerID;
                        adj.CuryAdjgAmt = invoice.CuryDocBal;

                        // Insert the adjustment
                        paymentGraph.Adjustments.Insert(adj);
                    }
                }

                // Redirect to the payment screen
                throw new PXRedirectRequiredException(paymentGraph, "Payment & Application");
            }

            // Return default filter view
            return Base.Filter.Select();
        }

Thank you for taking the time to review this!