Create Supplier Invoice

This workflow is included in the Bulk Account Invoicing module.

Description

This workflow has no description.

Properties

This workflow has the following properties.

Property	Value
Name	Create Supplier Invoice
Code	workflows_createSupplierInvoice
Type	Workflow
Context	Module
Enabled	Yes

Trigger

A user triggers this workflow on demand. It works on the items of the design below.

Property	Value
Workflow type	Manual workflow
Applies to	Supplier Accounts
Output mode	OneItem  (Runs once per item)

Actions

This workflow runs 5 actions, in the order shown in this simplified diagram. Every action's full settings are in the configuration below.

Configuration

The full configuration of this workflow, including every action's parameters.

Show configuration (505 lines)

{
  "trigger": {
    "dodiCode": "designs_supplierAccounts",
    "outputMode": "OneItem"
  },
  "actions": [
    {
      "description": "Get Ready-to-Invoice JWIs",
      "designCode": "designs_workflowQueryAction",
      "actionId": "6287c35a76848541ac2b882f",
      "parameters": [
        {
          "attribute": {
            "attributeCode": "attributes_workflowQueryActionsAqsQuery",
            "value": {
              "type": "Query",
              "properties": {
                "collectionCode": "Live",
                "dodiCode": "designInterfaces_jobWorkItems",
                "parameters": [
                  {
                    "name": "supplierAccount",
                    "type": "AlloyId",
                    "defaultValue": [],
                    "title": "Supplier Account",
                    "dodiCode": "designs_supplierAccounts"
                  }
                ]
              },
              "children": [
                {
                  "type": "And",
                  "children": [
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "Attribute",
                          "properties": {
                            "attributeCode": "attributes_assignedSupplierAccountsSupplierAccount",
                            "path": "root^attributes_jobsJobWorkItems.attributes_tasksTeam"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "parameterName": "supplierAccount"
                          }
                        }
                      ]
                    },
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "Attribute",
                          "properties": {
                            "attributeCode": "attributes_jobWorkUnitInvoicingInvoicing"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "value": [
                              "5f3256da1b5ad5367054c497"
                            ]
                          }
                        }
                      ]
                    },
                    {
                      "type": "NotConnectedTo",
                      "children": [
                        {
                          "type": "Item",
                          "properties": {
                            "path": "root^attributes_jobWorkUnitInvoiceLinesJobWorkUnit"
                          }
                        }
                      ]
                    }
                  ]
                }
              ]
            }
          }
        }
      ],
      "variables": [
        {
          "name": "supplierAccount",
          "value": {
            "inputParent": 0,
            "itemValue": {
              "property": "ItemId"
            }
          }
        }
      ],
      "actions": [
        {
          "description": "Create JWU Invoice Lines",
          "designCode": "designs_workflowCreateItemAction",
          "actionId": "6287c3794abb64c86719b8c6",
          "parameters": [
            {
              "attribute": {
                "attributeCode": "attributes_workflowCreateItemActionsDesignCode",
                "attributeType": "String",
                "value": "designs_jobWorkUnitInvoiceLines"
              }
            },
            {
              "attribute": {
                "attributeCode": "attributes_workflowCreateItemActionsCollection",
                "attributeType": "String",
                "value": "Live"
              }
            },
            {
              "attributeCode": "attributes_jobWorkUnitInvoiceLinesJobWorkUnit",
              "attributeType": "Link",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "property": "ItemId"
                }
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesDescription",
              "attributeType": "String",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "variableName": "description"
                }
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesSubTotal",
              "attributeType": "Number",
              "value": {
                "script": "return subtotal != null ? subtotal : 0;"
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesTax",
              "attributeType": "Number",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "variableName": "taxAmount"
                }
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesTotal",
              "attributeType": "Number",
              "value": {
                "script": "return taxAmount + subtotal;"
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesTaxRate",
              "attributeType": "Link",
              "value": {
                "aqs": {
                  "type": "Query",
                  "properties": {
                    "dodiCode": "designs_taxRates",
                    "collectionCode": [
                      "Live"
                    ],
                    "parameters": [
                      {
                        "name": "jobWorkUnitItemId",
                        "type": "AlloyId"
                      }
                    ]
                  },
                  "children": [
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "ItemProperty",
                          "properties": {
                            "itemPropertyName": "itemId",
                            "path": "root^attributes_workUnitPricingTaxRate^attributes_jobWorkItemsWorkItem"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "parameterName": "jobWorkUnitItemId"
                          }
                        }
                      ]
                    }
                  ]
                }
              }
            }
          ],
          "variables": [
            {
              "name": "jobWorkUnitItemId",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "property": "ItemId"
                }
              }
            },
            {
              "name": "taxRate",
              "value": {
                "aqs": {
                  "type": "StatisticsAggregation",
                  "properties": {
                    "aggregationType": "Sum",
                    "dodiCode": "designs_taxRates",
                    "collectionCode": [
                      "Live"
                    ],
                    "attributeCode": "attributes_taxRatesRate",
                    "parameters": [
                      {
                        "name": "jobWorkUnitItemId",
                        "type": "AlloyId"
                      }
                    ]
                  },
                  "children": [
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "ItemProperty",
                          "properties": {
                            "itemPropertyName": "itemId",
                            "path": "root^attributes_workUnitPricingTaxRate^attributes_jobWorkItemsWorkItem"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "parameterName": "jobWorkUnitItemId"
                          }
                        }
                      ]
                    }
                  ]
                }
              }
            },
            {
              "name": "estimatedCost",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "attributeCode": "attributes_jobWorkItemsEstimatedCost"
                }
              }
            },
            {
              "name": "actualCost",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "attributeCode": "attributes_jobWorkItemsActualCost"
                }
              }
            },
            {
              "name": "actualDescription",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "attributeCode": "attributes_itemsTitle"
                }
              }
            },
            {
              "name": "estimatedDescription",
              "value": {
                "template": "$actualDescription (E)"
              }
            },
            {
              "name": "isEstimated",
              "value": {
                "script": "return actualCost == null;"
              }
            },
            {
              "name": "subtotal",
              "value": {
                "script": "return isEstimated == true ? estimatedCost : actualCost;"
              }
            },
            {
              "name": "taxAmount",
              "value": {
                "script": "return taxRate != null ? (taxRate * subtotal)/100.0 : 0.0;"
              }
            },
            {
              "name": "description",
              "value": {
                "script": "return isEstimated == true ? estimatedDescription : actualDescription;"
              }
            }
          ],
          "actions": [
            {
              "description": "Stop if no Invoice Lines",
              "designCode": "designs_workflowStopAction",
              "actionId": "631b4e2901c6d5d4e424ee60",
              "parameters": [
                {
                  "attributeCode": "attributes_workflowStopActionStop",
                  "attributeType": "Boolean",
                  "value": {
                    "script": "return invoiceLineCount == 0;"
                  }
                }
              ],
              "variables": [
                {
                  "name": "invoiceLines",
                  "value": {
                    "outputAction": "6287c3794abb64c86719b8c6",
                    "itemValue": {
                      "property": "ItemId"
                    }
                  }
                },
                {
                  "name": "invoiceLineCount",
                  "value": {
                    "script": "return invoiceLines != null ? invoiceLines.Count() : 0;"
                  }
                }
              ],
              "actions": [
                {
                  "description": "Create Supplier Invoice",
                  "designCode": "designs_workflowCreateItemAction",
                  "actionId": "6287c3919838d85195923100",
                  "parameters": [
                    {
                      "attribute": {
                        "attributeCode": "attributes_workflowCreateItemActionsDesignCode",
                        "attributeType": "String",
                        "value": "designs_accountInvoices"
                      }
                    },
                    {
                      "attribute": {
                        "attributeCode": "attributes_workflowCreateItemActionsCollection",
                        "attributeType": "String",
                        "value": "Live"
                      }
                    },
                    {
                      "attribute": {
                        "attributeCode": "attributes_workflowCreateItemActionsSingleInstance",
                        "attributeType": "Boolean",
                        "value": true
                      }
                    },
                    {
                      "attribute": {
                        "attributeCode": "attributes_accountInvoicesNumber",
                        "attributeType": "String",
                        "value": "Temp"
                      }
                    },
                    {
                      "attribute": {
                        "attributeCode": "attributes_accountInvoicesStatus",
                        "attributeType": "Link",
                        "value": [
                          "5ea4354b82c0a85a04be4944"
                        ]
                      }
                    },
                    {
                      "attributeCode": "attributes_accountInvoicesInvoiceLines",
                      "attributeType": "Link",
                      "value": {
                        "outputAction": "6287c3794abb64c86719b8c6",
                        "itemValue": {
                          "property": "ItemId"
                        }
                      }
                    },
                    {
                      "attributeCode": "attributes_accountTransactionsDate",
                      "attributeType": "Date",
                      "value": {
                        "offsetMilliseconds": 0,
                        "offsetOrigin": "Triggered"
                      }
                    },
                    {
                      "attributeCode": "attributes_accountInvoicesSubTotal",
                      "attributeType": "Number",
                      "value": {
                        "script": "return Variables.invoiceLinesSubtotal.AllValues.Values.Sum(x => x.SingleValue);"
                      }
                    },
                    {
                      "attributeCode": "attributes_accountInvoicesTax",
                      "attributeType": "Number",
                      "value": {
                        "script": "return Variables.invoiceLinesTax.AllValues.Values.Sum(x => x.SingleValue);"
                      }
                    },
                    {
                      "attributeCode": "attributes_accountTransactionsAmount",
                      "attributeType": "Number",
                      "value": {
                        "script": "return Variables.invoiceLinesSubtotal.AllValues.Values.Sum(x => x.SingleValue) + Variables.invoiceLinesTax.AllValues.Values.Sum(x => x.SingleValue);"
                      }
                    },
                    {
                      "attributeCode": "attributes_accountTransactionsAccount",
                      "attributeType": "Link",
                      "value": {
                        "outputAction": "6287c35a76848541ac2b882f",
                        "itemValue": {
                          "variableName": "supplierAccount"
                        }
                      }
                    }
                  ],
                  "variables": [
                    {
                      "name": "invoiceLinesSubtotal",
                      "value": {
                        "outputAction": "6287c3794abb64c86719b8c6",
                        "itemValue": {
                          "attributeCode": "attributes_accountInvoiceLinesSubTotal"
                        }
                      }
                    },
                    {
                      "name": "invoiceLinesTax",
                      "value": {
                        "outputAction": "6287c3794abb64c86719b8c6",
                        "itemValue": {
                          "attributeCode": "attributes_accountInvoiceLinesTax"
                        }
                      }
                    }
                  ],
                  "actions": [
                    {
                      "description": "Update Invoice with Batch Number",
                      "designCode": "designs_workflowEditItemAction",
                      "actionId": "6287c3b934e422c58137b35e",
                      "parameters": [
                        {
                          "attributeCode": "attributes_accountInvoicesNumber",
                          "attributeType": "String",
                          "value": {
                            "template": "$batchInvoicePrefix$batchInvoiceNumber"
                          }
                        }
                      ],
                      "variables": [
                        {
                          "name": "batchInvoicePrefix",
                          "value": {
                            "inputParent": 0,
                            "itemValue": {
                              "attributeCode": "attributes_bulkAccountInvoicingBulkInvoicingPrefix"
                            }
                          }
                        },
                        {
                          "name": "batchInvoiceNumber",
                          "value": {
                            "inputParent": 0,
                            "itemValue": {
                              "attributeCode": "attributes_bulkAccountInvoicingBulkInvoicingNumber"
                            }
                          }
                        }
                      ],
                      "actions": []
                    }
                  ]
                }
              ]
            }
          ]
        }
      ]
    }
  ]
}