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Need Help with a CreateSrvOrdDocument Delegate

  • 14 December 2023
  • 3 replies
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I need to set extended fields when a Service Order is created via a Project.

I am trying to use the logic shown to me in this post: (Create Appointment With Extended Values)

But when I create this:

        public delegate IEnumerable CreateSrvOrdDocumentDelegate(PXAdapter adapter);
[PXOverride]
public IEnumerable CreateSrvOrdDocument(PXAdapter adapter, CreateSrvOrdDocumentDelegate baseMethod)
{
//Adds RowInserting handler when the ServiceOrderEntry Graph is created
PXGraph.InstanceCreated.AddHandler<ServiceOrderEntry>((graphServiceOrderEntry) =>
{
var CQ = Base.QuoteCurrent;
var currentQuote = CQ.Current;
PMQuoteExt QuoteExt = currentQuote.GetExtension<PMQuoteExt>();

graphServiceOrderEntry.RowInserting.AddHandler<PX.Objects.FS.FSServiceOrder>((sender, e) =>
{
var SvcOrderObject = (PX.Objects.FS.FSServiceOrder)e.Row;
PMServiceExt svcExt = SvcOrderObject.GetExtension<PMServiceExt>();
SvcOrderObject.DocDesc = "From Quote: " + currentQuote.QuoteNbr;
//insert Service Order Fields into Apt Values
svcExt.UsrAuthorizedByContact = QuoteExt.UsrAuthorizedByContact;
svcExt.UsrFieldSiteContact = QuoteExt.UsrFieldSiteContact;
svcExt.UsrDoorLocation = QuoteExt.UsrDoorLocation;
svcExt.UsrLaborType = QuoteExt.UsrLaborType;
svcExt.UsrProductType = QuoteExt.UsrProductType;
svcExt.UsrCustomerIsExempt = QuoteExt.UsrCustomerIsExempt;
svcExt.UsrTaxExempt = QuoteExt.UsrTaxExempt;
});
});
return baseMethod(adapter);
}

 

It compiles fine, but when I try to publish the customization, I get a “CreateSrvOrdDocument does not exist” error.

What am I missing?

 

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Best answer by mjgrice32 14 December 2023, 21:41

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3 replies

Userlevel 5
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Hi @mjgrice32 ,

I got similar forum to answer your question.

Could you please go through This forum?

Hope, this will help!

Regards,

Sagar 

Userlevel 4
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@sagar07 Yes, I saw that thread, but it seems to go down a bunch of rabbit holes, (which are hard to follow at times) and the final solution shows how to set values for an appointment, but in my case, I want to set the variables pulled from the Project, and put in the ServiceOrder, and I don’t see how to get those values in the method: 

CreateDocument(ServiceOrderEntry srvOrdGraph, AppointmentEntry apptGraph, DBoxHeader header, List<DBoxDetails> details, createDocument baseMethod

EDIT: nvm. I think I see how to get the values now.

 

Userlevel 4
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OK, just in case anyone is interested in this, and had a hard time following the other two threads through the rabbit holes, here is the class I eventually created. It compiles, and it publishes. I have not tested it yet. But this is the code (For 2022 R2):

 

using PX.Data;
using PX.Objects.CS;
using PX.Objects.PM;
using System.Collections.Generic;
using PMQuoteExt = YourNamespace.PMQuoteExt;
using PMServiceExt = YourNamespace.FSServiceOrderExt;


//NOTE: The NAMESPACE MUST be set to PX.Objects.FS or this will not work correctly
namespace PX.Objects.FS
{
/**********************************************************************************************
* DialogBoxSOApptCreation is implemented by graph extension of SM_ProjectEntry_DBox
* Which extends not just ProjectEntry graph but also first level of SM_ProjectEntry
* graph extension. Which means, we have 3 levels involved here and so in order to override,
* we must include all 3 levels (ie: SM_ProjectEntry_DBox, SM_ProjectEntry, ProjectEntry)
*********************************************************************************************/
public class ProjectEntry_DialogBoxExt : PXGraphExtension<SM_ProjectEntry_DBox, SM_ProjectEntry, ProjectEntry>
{
public static bool IsActive()
{
return PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();
}
// Customizations
public delegate void createDocument(ServiceOrderEntry srvOrdGraph, AppointmentEntry apptGraph, DBoxHeader header, List<DBoxDetails> details);
[PXOverride]
public void CreateDocument(ServiceOrderEntry srvOrdGraph, AppointmentEntry apptGraph, DBoxHeader header, List<DBoxDetails> details, createDocument baseMethod)
{
// Get Service Order Extension Fields
baseMethod(srvOrdGraph, apptGraph, header, details);
FSServiceOrder SvcOrderObject = (FSServiceOrder)srvOrdGraph.Caches<PX.Objects.FS.FSServiceOrder>().Current;
PMServiceExt svcExt = SvcOrderObject.GetExtension<PMServiceExt>();
// Get Project Extension Fields
var onp = Base.Project;
var currentQuote = Base.Quote.Current;
PMQuoteExt QuoteExt = currentQuote.GetExtension<PMQuoteExt>();
// Set the values. NOTE: Because we are already calling baseMethod
// we don't need to attach this to the PXGraph.InstanceCreated.AddHandler()
// as we did when we added the fields to the quote and appointment example
svcExt.UsrAuthorizedByContact = QuoteExt.UsrAuthorizedByContact;
svcExt.UsrFieldSiteContact = QuoteExt.UsrFieldSiteContact;
svcExt.UsrDoorLocation = QuoteExt.UsrDoorLocation;
svcExt.UsrLaborType = QuoteExt.UsrLaborType;
svcExt.UsrProductType = QuoteExt.UsrProductType;
svcExt.UsrCustomerIsExempt = QuoteExt.UsrCustomerIsExempt;
svcExt.UsrTaxExempt = QuoteExt.UsrTaxExempt;
}
}
}

 

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