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Copy value from Sales Quote to Sales Order

N
Jr Varsity III
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Hello Everyone,

I have override the Convert To Order action in the Sales Quotes screen, and copying the line field value from the Sales Quote to Sales Order line with the below code.

Value are getting copied properly but caches are not updating as expected, when try to edit any other value and try to save it is giving me an error.

 

Here is the code, can anyone review and share your thoughts.

 

 [PXOverride]
        public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod)
        {
            SOOrderEntry SOGraph = PXGraph.CreateInstance<SOOrderEntry>();

            PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph)
            {                

                graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e)
                {
                    SOLine objSOLine = e.Row as SOLine;
                    if (objSOLine != null)
                    { 
                        foreach (CROpportunityProducts item in Base.Products.Select().FirstTableItems.ToList().Where(x => x.InventoryID == objSOLine.InventoryID))
                        { 
                            if (item.POCreate == true)
                            {
                                sender.SetValueExt<SOLine.pOCreate>((object)objSOLine, true);
                                sender.SetValueExt<SOLine.pOSource>((object)objSOLine, "D");
                            }                             
                        }
                    }
                });

            });
            return baseMethod(adapter);
        }

 

 

Best answer by nsmith51

Here is the code, finally I figured it out!!

 


  public class QuoteMaintExt : PXGraphExtension<QuoteMaint.CRCreateSalesOrderExt, QuoteMaint>
    {
        public static bool IsActive() => true;

		  [PXOverride]
        public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod)
        {
            PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph)
            {
                graph.RowUpdated.AddHandler<SOOrder>(delegate (PXCache sender, PXRowUpdatedEventArgs e)
                {
                    SOOrder objSOOrder = e.Row as SOOrder;
                    if (objSOOrder != null)
                    {
                        // ==> the below code is for to copy the Header Quote fields to Sales Order Header fields
                        sender.SetValue<SOOrderExt.usrHeaderNotes1>((object)objSOOrder, objQuoteExt.UsrHeaderNotes1);
                        sender.SetValue<SOOrderExt.usrHeaderNotes2>((object)objSOOrder, objQuoteExt.UsrHeaderNotes2  );

                    }
                });

                graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e)
                {
                    SOLine objSOLine = e.Row as SOLine;
                    if (objSOLine != null)
                    {
                        SOLineExt objLineExt = objSOLine.GetExtension<SOLineExt>();
                        foreach (CROpportunityProducts item in Base.Products.Select().FirstTableItems.ToList().Where(x => x.InventoryID == objSOLine.InventoryID))
                        {


						   // ==> Below code is copy to Quote line items to Sales Order line items
                            CROpportunityProductsExt objItemExt = item.GetExtension<CROpportunityProductsExt>();

                            sender.SetValue<SOLineExt.usrNotes1>((object)objSOLine, objItemExt.UsrNotes1);
                            sender.SetValue<SOLineExt.usrNotes2>((object)objSOLine, objItemExt.UsrNotes2);
                            sender.SetValue<SOLineExt.usrNotes3>((object)objSOLine, objItemExt.UsrNotes3);

                        }
                    }
                });

            });
            return baseMethod(adapter);
        }


    }

 

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3 replies

N
Jr Varsity III
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  • nsmith51
  • Author
  • Jr Varsity III
  • 55 replies
  • Answer
  • February 26, 2023

Here is the code, finally I figured it out!!

 


  public class QuoteMaintExt : PXGraphExtension<QuoteMaint.CRCreateSalesOrderExt, QuoteMaint>
    {
        public static bool IsActive() => true;

		  [PXOverride]
        public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod)
        {
            PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph)
            {
                graph.RowUpdated.AddHandler<SOOrder>(delegate (PXCache sender, PXRowUpdatedEventArgs e)
                {
                    SOOrder objSOOrder = e.Row as SOOrder;
                    if (objSOOrder != null)
                    {
                        // ==> the below code is for to copy the Header Quote fields to Sales Order Header fields
                        sender.SetValue<SOOrderExt.usrHeaderNotes1>((object)objSOOrder, objQuoteExt.UsrHeaderNotes1);
                        sender.SetValue<SOOrderExt.usrHeaderNotes2>((object)objSOOrder, objQuoteExt.UsrHeaderNotes2  );

                    }
                });

                graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e)
                {
                    SOLine objSOLine = e.Row as SOLine;
                    if (objSOLine != null)
                    {
                        SOLineExt objLineExt = objSOLine.GetExtension<SOLineExt>();
                        foreach (CROpportunityProducts item in Base.Products.Select().FirstTableItems.ToList().Where(x => x.InventoryID == objSOLine.InventoryID))
                        {


						   // ==> Below code is copy to Quote line items to Sales Order line items
                            CROpportunityProductsExt objItemExt = item.GetExtension<CROpportunityProductsExt>();

                            sender.SetValue<SOLineExt.usrNotes1>((object)objSOLine, objItemExt.UsrNotes1);
                            sender.SetValue<SOLineExt.usrNotes2>((object)objSOLine, objItemExt.UsrNotes2);
                            sender.SetValue<SOLineExt.usrNotes3>((object)objSOLine, objItemExt.UsrNotes3);

                        }
                    }
                });

            });
            return baseMethod(adapter);
        }


    }

 

D
Chris Hackett
J
3 people like this
  • D
    Django
  • Chris Hackett
    Chris Hackett
  • J
    JWS539
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2759 replies
  • February 27, 2023

Thank you for sharing your solution with the community @nsmith51 !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
J
Varsity I
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  • JWS539
  • Varsity I
  • 71 replies
  • August 14, 2023

Hi nsmith51,

 

Thanks so much for your solution.  Being able to add an event handler to a Graph instance programmatically is something I didn’t even know you could do.  Have replicated in one of my customisations.  Works a treat!

 

 

Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett

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