Invoice Calculation

This workflow is included in the Financial Accounts and Invoicing module.

Description

This workflow has no description.

Properties

This workflow has the following properties.

Property	Value
Name	Invoice Calculation
Code	workflows_invoiceCalculation
Type	Workflow
Context	Module
Enabled	Yes

Trigger

The system triggers this workflow when items of the design below are created or edited. Where attributes are listed, an edit to anything else is ignored.

Property	Value
Workflow type	Event workflow
Applies to	Account Invoices
Events	Create, Edit
Collections	Live
Attributes listened for	attributes_accountTransactionsAmount  (Amount) attributes_accountInvoicesStatus  (Status) attributes_accountInvoicesInvoiceLines  (Invoice Lines)

Actions

This workflow runs 9 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 (336 lines)

{
  "trigger": {
    "dodiCode": "designs_accountInvoices",
    "collections": [
      "Live"
    ],
    "events": [
      "Create",
      "Edit"
    ],
    "attributesListeningFor": [
      "attributes_accountTransactionsAmount",
      "attributes_accountInvoicesStatus",
      "attributes_accountInvoicesInvoiceLines"
    ]
  },
  "actions": [
    {
      "actionId": "5fbe6a1638709266c44cfabe",
      "designCode": "designs_workflowRelationAction",
      "parameters": [
        {
          "attribute": {
            "attributeCode": "attributes_workflowRelationActionsAqsPath",
            "value": "root.attributes_accountInvoicesInvoiceLines"
          }
        }
      ],
      "variables": [],
      "actions": [
        {
          "actionId": "5fd243455bfe6751289cf1fc",
          "designCode": "designs_workflowEditItemAction",
          "parameters": [
            {
              "attributeCode": "attributes_accountInvoiceLinesTax",
              "attributeType": "Number",
              "value": {
                "script": "return taxAmount;"
              }
            },
            {
              "attributeCode": "attributes_accountInvoiceLinesTotal",
              "attributeType": "Number",
              "value": {
                "script": "return taxAmount + subtotal;"
              }
            }
          ],
          "variables": [
            {
              "name": "invoiceLineItemId",
              "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": "invoiceLineItemId",
                        "type": "AlloyId"
                      }
                    ]
                  },
                  "children": [
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "ItemProperty",
                          "properties": {
                            "itemPropertyName": "itemId",
                            "path": "root^attributes_accountInvoiceLinesTaxRate"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "parameterName": "invoiceLineItemId"
                          }
                        }
                      ]
                    }
                  ]
                }
              }
            },
            {
              "name": "subtotal",
              "value": {
                "inputParent": 0,
                "itemValue": {
                  "attributeCode": "attributes_accountInvoiceLinesSubTotal"
                }
              }
            },
            {
              "name": "taxAmount",
              "value": {
                "script": "return taxRate != null ? (taxRate * subtotal)/100.0 : 0.0;"
              }
            }
          ],
          "actions": [
            {
              "actionId": "5fbe6d3738709266c44cfac0",
              "designCode": "designs_workflowFilterAction",
              "parameters": [
                {
                  "attribute": {
                    "attributeCode": "attributes_workflowFilterActionsAqsQuery",
                    "value": {
                      "type": "Query",
                      "properties": {
                        "attributes": [
                          "attributes_itemsTitle",
                          "attributes_itemsSubtitle"
                        ],
                        "collectionCode": "Live",
                        "dodiCode": "designInterfaces_accountInvoiceLines"
                      },
                      "children": [
                        {
                          "type": "Equals",
                          "children": [
                            {
                              "type": "Attribute",
                              "properties": {
                                "attributeCode": "attributes_accountInvoicesStatus",
                                "path": "root^attributes_accountInvoicesInvoiceLines"
                              }
                            },
                            {
                              "type": "AlloyId",
                              "properties": {
                                "value": [
                                  "5c5a095ab8e88729d461bfa3",
                                  "5c5a095db8e88729d461bfa4"
                                ]
                              }
                            }
                          ]
                        }
                      ]
                    }
                  }
                }
              ],
              "variables": [],
              "actions": [
                {
                  "actionId": "5fbe6d9638709266c44cfac1",
                  "designCode": "designs_workflowEditItemAction",
                  "parameters": [
                    {
                      "attribute": {
                        "attributeCode": "attributes_workflowEditItemActionsLocked",
                        "value": true
                      }
                    }
                  ],
                  "variables": [],
                  "actions": []
                }
              ]
            }
          ]
        }
      ]
    },
    {
      "actionId": "5fbe6a1938709266c44cfabf",
      "designCode": "designs_workflowEditItemAction",
      "parameters": [
        {
          "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);"
          }
        }
      ],
      "variables": [
        {
          "name": "invoiceLinesSubtotal",
          "value": {
            "outputAction": "5fd243455bfe6751289cf1fc",
            "itemValue": {
              "attributeCode": "attributes_accountInvoiceLinesSubTotal"
            }
          }
        },
        {
          "name": "invoiceLinesTax",
          "value": {
            "outputAction": "5fd243455bfe6751289cf1fc",
            "itemValue": {
              "attributeCode": "attributes_accountInvoiceLinesTax"
            }
          }
        }
      ],
      "actions": [
        {
          "actionId": "5fbe6e5e38709266c44cfac2",
          "designCode": "designs_workflowFilterAction",
          "parameters": [
            {
              "attribute": {
                "attributeCode": "attributes_workflowFilterActionsAqsQuery",
                "value": {
                  "type": "Query",
                  "properties": {
                    "attributes": [
                      "attributes_itemsTitle",
                      "attributes_itemsSubtitle"
                    ],
                    "collectionCode": "Live",
                    "dodiCode": "designs_accountInvoices"
                  },
                  "children": [
                    {
                      "type": "Equals",
                      "children": [
                        {
                          "type": "Attribute",
                          "properties": {
                            "attributeCode": "attributes_accountInvoicesStatus"
                          }
                        },
                        {
                          "type": "AlloyId",
                          "properties": {
                            "value": [
                              "5c5a095ab8e88729d461bfa3",
                              "5c5a095db8e88729d461bfa4"
                            ]
                          }
                        }
                      ]
                    }
                  ]
                }
              }
            }
          ],
          "variables": [],
          "actions": [
            {
              "actionId": "5fd8b72af419820ea88ea4ca",
              "designCode": "designs_workflowRunReportAction",
              "parameters": [
                {
                  "attribute": {
                    "attributeCode": "attributes_workflowRunReportActionsReportDesignCode",
                    "value": "designs_accountInvoiceReports"
                  }
                },
                {
                  "attributeCode": "attributes_reportsName",
                  "attributeType": "String",
                  "value": {
                    "inputParent": 0,
                    "itemValue": {
                      "attributeCode": "attributes_accountInvoicesNumber"
                    }
                  }
                }
              ],
              "variables": [],
              "actions": [
                {
                  "actionId": "5fd8b736f419820ea88ea4cb",
                  "designCode": "designs_workflowRelationAction",
                  "parameters": [
                    {
                      "attribute": {
                        "attributeCode": "attributes_workflowRelationActionsAqsPath",
                        "value": "root^attributes_itemsWithReportsItemLevelReport<designs_accountInvoices>"
                      }
                    }
                  ],
                  "variables": [],
                  "actions": [
                    {
                      "actionId": "5fbe6e6238709266c44cfac3",
                      "designCode": "designs_workflowEditItemAction",
                      "parameters": [
                        {
                          "attribute": {
                            "attributeCode": "attributes_workflowEditItemActionsLocked",
                            "value": true
                          }
                        }
                      ],
                      "variables": [],
                      "actions": []
                    }
                  ]
                }
              ]
            }
          ]
        }
      ]
    }
  ]
}