Customer Aging Report - Global i.e. by Company Level i.e. Legal Entity Level

Customer Aging Report - Global Level i.e. Company Level i.e. Legal Entity

Main Logic to convert existing Customer Aging Report into Company Level Aging Report by adding ChangeCompany(CompanyName) in ProcessReport Method of Report DP Class.

Step 1 Include new Parameter in Contract Class i.e. CustAgingReportContract

1.1. Declare  List   entity; in Class Declaration of CustAgingReportContract Class

1.2 CustAgingReportContract  --> New Method -->

[DataMemberAttribute('Entity'),
AifCollectionTypeAttribute('Entity', Types::String),
SysOperationLabelAttribute(literalstr("Entity")),
SysOperationHelpTextAttribute(literalstr("Entity"))]

public List parmEntity(List _entity = entity)
{entity = _entity;
return entity;}

1.3 Add new validation in validate() method

  if(!lstEntities.elements())
    {
        ret = checkFailed("@SYS330812");
    }

Step 2 Include New Param in UI Builder for LegalEntity CustAgingReportUIBuilder

2.1 Declare in Class Declaration  DialogField dialogEntity;

2.2 Include below code in build()

 dialogEntity= this.bindInfo().getDialogField(custAgingReportContract1,methodStr(CustAgingReportContract, parmEntity));

    if (dialogEntity){dialogEntity.lookupButton(2);}

2.3 Add new method for Legal Entity Lookup

public void lookupEntity  (FormStringControl _formStringControl)
{

    Query       query               = new Query();
    TableId     multiSelectTableNum = tableNum(DataArea);
    container   selectedFields = [multiSelectTableNum, fieldName2id(multiSelectTableNum, fieldStr(DataArea, id))];
    query.addDataSource(tableNum(DataArea));
    query.dataSourceTable(tableNum(DataArea)).addSelectionField(fieldNum(DataArea,id));
    query.dataSourceTable(tableNum(DataArea)).addSelectionField(fieldNum(DataArea,Name));
    SysLookupMultiSelectGrid::lookup(query, _formStringControl,_formStringControl,selectedFields);

 }

2.4 Include below code in postRun()

 dialogEntity.registerOverrideMethod(methodStr(FormStringControl, lookup),methodStr(CustAgingReportUIBuilder,lookupEntity),this);


Step 3 Update processReport method in CustAgingReportDP

Add ChangeCompany logic as per user legal entity filter

public void processReport()
{
    QueryRun qr;
    ForwardBackwardPrinting tmpDirection;
    boolean reverseAmountsAndHeadings;
    boolean isPublicSectorScenario;
 
    List            lstEntities = new List(Types::String);
    ListIterator    iterator;
    str             LE,second;

    contract = this.parmDataContract() as CustAgingReportContract;

    lstEntities=contract.parmEntity();
    iterator = new ListIterator(lstEntities);
    while(iterator.more())
    {
       LE= iterator.value();
        changeCompany(LE)
        {
          qr = new QueryRun(this.parmQuery());
   
          ..........
          .........
          Other Logics  follows
          ..........
          ..........
     //Pass Company Value to below method and save it in Tmp Table
      this.insertCustAgingReportTmp(reverseAmountsAndHeadings,LE);

}
iterator.next();
}
}

Step 4 Update  insertCustAgingReport method in CustAgingReportDP

4.1 Insert new Fields in custAgingReportTmp table for Company and Company Currency

private void insertCustAgingReportTmp(boolean _reverseAmountsAndHeadings,str LE)
{
 ......
 String255 LegalEntity=LE;
 String255      CC=  Ledger::accountingCurrency(CompanyInfo::current());

//Insert above string values in custAgingReportTmp Table and show it in report with Company Grouping.

}

Parameters 

Report Output - (Change or Create new Precision design for Company based report or keep existing report and add new field Company and Change the Group By Company)