Create Invoice from Time & Expense

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[Visual Basic] The following example demonstrates how to create and save a new Customer Invoice document from existing Time and Expense transactions. (This example uses the CustomerInvoiceWebService and the TimeEntryWebService.)

' ----------------------------------------

' Step 1: Create an instance of the web service.

' ----------------------------------------

Dim billableTimeListWs As New WebServices.CustomerInvoiceWebService("http://localhost/objacctwebservices/")

' ----------------------------------------

' Step 2: Set the LoginKey. (Use Login.GetLoginKey to

' login to a specific company and generate a LoginKey.)

' For this example, the LoginKey is being stored in a

' public variable called PublicLoginKey.

' ----------------------------------------

StdLib.PopulateObjAcctSoapHeader(billableTimeListWs, PublicLoginKey)

' ----------------------------------------

' Step 3: Populate a DataSet with the existing (copy from) transactions list.

' For this example, we're retrieving a list of billable Time and Expense

' transactions for a specific Customer.

' ----------------------------------------

Dim billableTimeListDs As DataSet

Dim customerRowID As String = "4.0"

' Retrieve the billable Time and Expense transactions list.

billableTimeListDs = billableTimeListWs.GetBillableTransactionList(customerRowID, "", "DocDate", ReturnTypeEnum.Standard)

' Check for errors.

If StdLib.GetErrorNumber(billableTimeListDs) < 0 Then

MsgBox(StdLib.GetErrorAsString(billableTimeListDs))

Else

' ----------------------------------------

' Step 4: Add a 'Use' column to billableTimeListDs and select the applicable Time and

' Expense transactions that will be used to create the Customer Invoice document.

' ----------------------------------------

StdLib.AddColumn(billableTimeListDs.Tables("List"), "Use", StdLib.DATA_Type_INT16, True)

Dim billableTimeListDr As DataRow

' Select only those Time and Expense transactions billable to a specific Job.

For Each billableTimeListDr In billableTimeListDs.Tables("List").Rows

If billableTimeListDr("JobRowID") = "43.0" Then

billableTimeListDr("Use") = 1

End If

billableTimeListDs.AcceptChanges()

' ----------------------------------------

' Step 5: Create an instance of the web service.

' ----------------------------------------

Dim timeEntryWs As New WebServices.TimeEntryWebService("http://localhost/objacctwebservices/")

' ----------------------------------------

' Step 6: Set the LoginKey. (Use Login.GetLoginKey to

' login to a specific company and generate a LoginKey.)

' For this example, the LoginKey is being stored in a

' public variable called PublicLoginKey.

' ----------------------------------------

StdLib.PopulateObjAcctSoapHeader(timeEntryWs, PublicLoginKey)

' ----------------------------------------

' Step 7: Create and populate a DataSet with the selected Time and

' Expense transactions that will be saved with a billed status.

' ----------------------------------------

Dim timeEntryDs As DataSet

Dim billableTimeDr As DataRow

Dim timeEntryDr As DataRow

' Add the List Table to the DataSet.

timeEntryDs.Tables.Add("List")

timeEntryDs.Tables("List").Columns.Add("RowID", Type.GetType("System.String"))

timeEntryDs.AcceptChanges()

For Each billableTimeDr In billableTimeListDs.Tables("List").Rows

If billableTimeDr("Use") = 1 Then

timeEntryDr = timeEntryDs.Tables("List").NewRow()

timeEntryDr("RowID") = billableTimeDr("RowID")

' Add the row to the List table.

timeEntryDs.Tables("List").Rows.Add(timeEntryDr)

End If

timeEntryDs.AcceptChanges()

' ----------------------------------------

' Step 8: Save the billed Time and Expense transactions.

' ----------------------------------------

Dim returnDs As DataSet = timeEntryWs.SaveBilledTransactions(timeEntryDs)

' Check for errors.

If StdLib.GetErrorNumber(returnDs) < 0 Then

MsgBox(StdLib.GetErrorAsString(returnDs))

Else

' ----------------------------------------

' Step 9: Create an instance of the web service.

' ----------------------------------------

Dim invoiceWs As New WebServices.CustomerInvoiceWebService("http://localhost/objacctwebservices/")

' ----------------------------------------

' Step 10: Set the LoginKey. (Use Login.GetLoginKey to

' login to a specific company and generate a LoginKey.)

' For this example, the LoginKey is being stored in a

' public variable called PublicLoginKey.

' ----------------------------------------

StdLib.PopulateObjAcctSoapHeader(invoiceWs, PublicLoginKey)

' ----------------------------------------

' Step 11: Create and populate a DataSet with the new (copy to) document.

' For this example, we're creating a new Customer Invoice document, so

' we will use the ObjAcct.WebServices.DataSets.CustomerInvoiceDataSet.

' ----------------------------------------

Dim invoiceDs As DataSet = New WebServices.DataSets.CustomerInvoiceDataSet

' -------------------

' Document Header.

' -------------------

Dim headerDr As DataRow = invoiceDs.Tables("Header").NewRow

headerDr("RowID") = ""

headerDr("AccountRowID") = "2.0"

headerDr("BillToAddressRowID") = "2.0"

headerDr("ClassRowID") = "11.0"

headerDr("CustomerRowID") = "4.0"

headerDr("DocDate") = Today.ToShortDateString

headerDr("DocID") = "TMIN5000"

headerDr("EnteredDate") = Today.ToShortDateString

headerDr("EntityDocDate") = Today.ToShortDateString ' Invoice Date.

headerDr("JournalDocTypeRowID") = StdLib.DOCUMENT_Type_CUSTOMER_INVOICE

headerDr("SalesPersonRowID") = "2.0"

headerDr("SalesTaxRowID") = "3.0"

headerDr("ShippingMethodRowID") = "1.0"

headerDr("ShipToAddressRowID") = "1721.0"

headerDr("TermsRowID") = "4.0"

headerDr("ToBePrinted") = 1

' Add the row to the Header table.

invoiceDs.Tables("Header").Rows.Add(headerDr)

' -------------------

' Transaction.

' -------------------

Dim itemDr As DataRow

Dim timeListDr As DataRow

Dim transDr As DataRow

Dim i As Integer

For Each timeListDr In billableTimeListDs.Tables("List").Rows

If timeListDr("Use") = 1 Then

transDr = invoiceDs.Tables("Transaction").NewRow

transDr("RowID") = StdLib.GetTempRowID & CStr(i)

' Expenses.

If timeListDr("GroupType") = "E" Then

If COMPANYSETUP("UseReimbursableExpenseItemAccount") = 1 And timeListDr("GroupType") = "E" Then

transDr("AccountRowID") = timeListDr("AccountRowID")

End If

Else

transDr("AccountRowID") = timeListDr("AccountRowID")

End If

transDr("ClassRowID") = timeListDr("ClassRowID")

transDr("Description") = timeListDr("ItemDescription")

transDr("DescriptionLine") = 0

If timeListDr("ItemRowID") = "" And timeListDr("GroupType") = "E" Then

transDr("ItemRowID") = COMPANYSETUP("ReimbursableExpenseItemRowID")

Else

transDr("ItemRowID") = timeListDr("ItemRowID")

End If

transDr("JobRowID") = timeListDr("JobRowID")

transDr("JobTaskRowID") = timeListDr("JobTaskRowID")

transDr("Quantity") = timeListDr("Quantity")

transDr("Taxable") = 0

transDr("UnitRowID") = timeListDr("UnitRowID")

' Locate the Item in ITEM_DATASET.

itemDr = ITEM_DATASET.Tables(0).Rows.Find(transDr("ItemRowID"))

If Not itemDr Is Nothing Then

transDr("UnitRate") = itemDr("UnitPrice")

Else

transDr("UnitRate") = 0

End If

' Expenses.

If timeListDr("GroupType") = "E" Then

transDr("TransactionAmount") = timeListDr("TransactionAmount")

' Items.

ElseIf timeListDr("GroupType") = "I" Then

If transDr("UnitPrice") > 0 Then

transDr("TransactionAmount") = transDr("Quantity") * transDr("UnitRate")

Else

transDr("TransactionAmount") = timeListDr("TransactionAmount")

End If

' Time.

ElseIf timeListDr("GroupType") = "T" Then

If transDr("UnitPrice") > 0 Then

transDr("TransactionAmount") = transDr("Quantity") * transDr("UnitRate")

Else

transDr("TransactionAmount") = timeListDr("TransactionAmount")

End If

i += 1

transDr("DisplayOrder") = i

' Add the row to the Transaction table.

invoiceDs.Tables("Transaction").Rows.Add(transDr)

End If

invoiceDs.AcceptChanges()

' ----------------------------------------

' Step 12: Save the Customer Invoice (copy to) document.

' ----------------------------------------

Dim saveReturnDs As DataSet = invoiceWs.SaveDocument(invoiceDs, CustomerInvoiceSaveType.StandardSave)

' Check for errors.

If StdLib.GetErrorNumber(saveReturnDs) < 0 Then

MsgBox(StdLib.GetErrorAsString(saveReturnDs))

End If