Mass Invoicing Module

Extension Module Webinar

15th of October 2009

Page 2Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

Agenda

Functionality and Demo 10 min.

Process and Tools 10 min.

Development Technique 10 min.

Q & A 30 min.

Page 3Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

Agenda

Functionality and Demo

Process and Tools

Development Technique

Q & A

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Goal: improve efficiency when creating sales invoices for multiple business partners

Massinvoicing: Functional Highlights

Functional Concepts:

Invoice Template

Mass Invoicing Wizard

Solution Approach:

Deliver as a Module

Use Forge capabilities

Use current OB technology stack

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DEMO

Massinvoicing: Functional Highlights

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Agenda

Functionality and Demo

Process and Tools

Development Technique

Q & A

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Configure a focused/lean system

Deliver as a Module: benefits of Modularity

Independent and shorter release cycles

Fine-grained dependency management

Improve functionality/code re-use

Facilitates contributions

Publish and promote new functionality

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Start

Functional Design

Development&

Delivery

Testing

Requirements Gathering/Wire Frame

Forge: Project Creation

Process and Tools: Openbravo Forge

Functional Design Document & Review

Forge: Project Wiki

Coding & Delivery

Forge: Code & Module & Mercurial

Test Plan

Forge: Wiki & Module

MaintenanceCoding & Re-deliver

Forge: Forum & Module

Page 9Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

DEMO

Process and Tools: Openbravo Forge

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Functionality and Demo

Process and Tools

Development Technique

Q & A

Agenda

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MassInvoicing

Development Approach

DAL

ApplicationDictionary

XML Engine

BusinessObject Setter

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MassInvoicing

Development Approach

DAL

ApplicationDictionary

XML Engine

BusinessObject Setter

- Model Definition- Form & Object Mapping

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MassInvoicing

Development Approach

DAL

ApplicationDictionary

XML Engine

BusinessObject Setter

- Model Definition- Form & Object Mapping

- Entity Generation- Transaction Handling- Ease-of-coding- Stored Proc. Calling

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MassInvoicing

Development Approach

DAL

ApplicationDictionary

XML Engine

BusinessObject Setter

- Model Definition- Form & Object Mapping

- Entity Generation- Transaction Handling- Ease-of-coding- Stored Proc. Calling

- HTML-Logic Separation- Automatic Translation/labels- Handle both single as structures

Page 15Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

MassInvoicing

Development Approach

DAL

ApplicationDictionary

XML Engine

BusinessObject Setter

- Model Definition- Form & Object Mapping

- Entity Generation- Transaction Handling- Ease-of-coding- Stored Proc. Calling

- HTML-Logic Separation- Automatic Translation/labels- Handle both single as structures

- One central setter per Entity- Sets all default values of a BO- Handles already set values

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Development Approach: Runtime Class/Objects

Entities:BusinessPartnerInvoice & InvoiceLineInvoiceTemplateInvoiceTemplateLineOrganizationPriceList

MassInvoicing

Invoice Property Setter

Post InvoicesSP

Browser

XML Engine

Page 17Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 18Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 19Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 20Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 21Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 22Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 23Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

for (String bpId : bpIds) {// query for the business partnerfinal BusinessPartner bp = OBDal.getInstance().get(BusinessPartner.class, bpId);// create a new Invoice Objectfinal Invoice invoice = OBProvider.getInstance().get(Invoice.class);

invoice.setOrganization(org);invoice.setBusinessPartner(bp); ...........invoice.setFormOfPayment(invoiceTemplate.getFormOfPayment());invoice.setDocumentType(invoiceTemplate.getDocumentType());

// create the invoice lines for (InvoiceTemplateLine invoiceTemplateLine : invoiceTemplate.getMINVInvoiceTemplateLineList()) {

// set invoice line properties final String qtyStr = vars.getNumericParameter("inpQuantity_" + postfix);

final BigDecimal qty = new BigDecimal(qtyStr); final InvoiceLine invoiceLine = OBProvider.getInstance().get(InvoiceLine.class);

invoiceLine.setProduct(invoiceTemplateLine.getProduct()); invoiceLine.setInvoicedQuantity(qty);

............}// set remaining invoice propertiesinvoicePropertySetter.setInvoiceProperties(invoice, vars);

// then save the invoiceOBDal.getInstance().save(invoice);

}

Development Approach: code snippets, creating Invoices

Page 24Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

final CallProcess caller = OBProvider.getInstance().get(CallProcess.class);final org.openbravo.model.ad.ui.Process process =

OBDal.getInstance().get(org.openbravo.model.ad.ui.Process.class, "111");for (Invoice invoice : invoices) {

final ProcessInstance processInstance = caller.call(process, invoice.getId(), null);

if (processInstance.getErrorMsg() != null && processInstance.getErrorMsg().trim().length() > 0) {

// handle process instance....}

}

Development Approach: code snippets, posting invoices

Page 25Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

final CallProcess caller = OBProvider.getInstance().get(CallProcess.class);final org.openbravo.model.ad.ui.Process process =

OBDal.getInstance().get(org.openbravo.model.ad.ui.Process.class, "111");for (Invoice invoice : invoices) {

final ProcessInstance processInstance = caller.call(process, invoice.getId(), null);

if (processInstance.getErrorMsg() != null && processInstance.getErrorMsg().trim().length() > 0) {

// handle process instance....}

}

Development Approach: code snippets, posting invoices

Page 26Mass Invoicing -Extension Module Webinar-Openbravo, Martin Taal

final CallProcess caller = OBProvider.getInstance().get(CallProcess.class);final org.openbravo.model.ad.ui.Process process =

OBDal.getInstance().get(org.openbravo.model.ad.ui.Process.class, "111");for (Invoice invoice : invoices) {

final ProcessInstance processInstance = caller.call(process, invoice.getId(), null);

if (processInstance.getErrorMsg() != null && processInstance.getErrorMsg().trim().length() > 0) {

// handle process instance....}

}

Development Approach: code snippets, posting invoices

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Functionality and Demo

Wrap-Up

Process and Tools

Development Technique

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Q & Ahttp://forge.openbravo.com

http://wiki.openbravo.com/wiki/ERP/2.50/Developers_Guide

martin.taal@openbravo.com

Next webinar:Intercompany DocumentsOctober 29th 4-5 PM (CET)

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