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Insert |
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What? |
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This method allows you to insert a complete proposal, but only via
the user interface (using the proposal dialog of Venice).
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How? |
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Type |
Method (using the proposal dialog of Venice,
eInsertMode
= imDialog)
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Accounting proposal |
Insert |
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Update |
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What? |
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This method allows you to update a complete proposal, but only via
the user interface (using the proposal dialog of Venice). Using this method to
update a proposal without user interface is also possible but the changes will
be limited to the data of the header and to fields which can be modified in the
grid of the corresponding Venice module only.
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How? |
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Type |
Method without (eUpdateMode
!= umDialog) or with user interface (using the proposal dialog of Venice,
eUpdateMode
= umDialog)
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Accounting proposal |
Update |
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Delete |
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What? |
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This method allows you to delete a complete proposal, but without
user interface. You can also use this method to test if a proposal can be
deleted without actually deleting it.
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How? |
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Type |
Method (for testing only, set eDeleteMode
to dmTestOnly)
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Accounting proposal |
Delete |
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PrepareProposal |
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What? |
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This method allows you to completely handle (insert, update,
delete and consult) all parts of a proposal: header and details, without user
interface.
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How? |
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If you want to securely handle accounting proposals, make sure to
follow these steps:
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Preparing the object |
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In this step, you prepare the object for inserting a new proposal,
duplicating, updating or consulting an existing one by calling the
PrepareProposal
method, by stating the appropriate 'ePrepareAction'.
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It will load the necessary data of all related records in
accordance with the action you requested:
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Header data |
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Detail data |
| paInsert |
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Data of the current proposal (overridden by the Init
method)
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None |
| paDuplicate |
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Data of the proposal you want to duplicate |
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Detail data of the proposal you want to duplicate |
| paUpdate |
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Data of the proposal you want to update |
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Detail data of the proposal you want to update |
| paView |
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Data of the proposal you want to consult |
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Detail data of the proposal you want to consult |
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After calling the PrepareProposal,
most of the properties, that are read-only in a normal situation, are no longer
read-only and can be set. After calling the WriteProposal
or the CancelProposal method is called
(see 'Write or cancel'), these properties are read-only
again.
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After the necessary data is loaded, you must provide all new
header data.
Make sure that that data is correctly provided (using the
properties
of your object) before you proceed with the next steps.
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If you are updating an existing proposal, this method will lock
the proposal until the WriteProposal or
the CancelProposal method is called
(see 'Write or cancel').
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During the period of time between calling the
PrepareProposal
method and the WriteProposal
method or the CancelProposal method
(see 'Write or cancel'), your application will use up 1
Import-user, except when the PrepareProposal
method was called using the value 'paView' for the parameter
ePrepareAction
.
Therefore, the option 'Import' must be installed in order to manipulate (create,
duplicate or change)
accounting proposals in the SDK.
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Not all of the header fields you updated will be written to disk and will stay
unchanged, e.g. when creating an accounting proposal for financial documents.
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Execute the actual action |
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Now, you must provide all the necessary data for the details,
depending on the action you want to execute:
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| Type |
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Insert new detail |
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Update existing detail |
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Delete existing detail |
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Consult existing detail |
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Number of details |
| Accounting proposal |
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Details |
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Remarks
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The default (English) prefixes for the accounts, available in
Venice, are also provided for use in the details. It is recommended that they
are used to avoid errors against the formatting rules of the account number
(parameter bsAccount, see InsertDetailSel
method).
Valid prefixes are a(ccount), c(ustomer), s(upplier), d(eposits),
b(anks), p(ostal cheques) and (Cas)h.
For more information on the use of prefixes, you should consult the help of
your Venice installation.
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Write or cancel |
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The final step is to save the provided data to disk using the
WriteProposal
method or cancel the preparations using the
CancelProposal
method.
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Remarks
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Make sure that this step is always executed, especially in
situations where an exception is thrown, by providing accurate error handling!
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