Customer Account Statements and Payments (Custom)

[QMcKay]

Rules

Our Rule set to handle everything …

Ticket Entity Changed - Store Entity Name and Entity Balance

AS Store Account Balance

Rule Name:	AS Store Account Balance
Event Name:	Ticket Entity Changed

Custom Constraint List:

Execute Rule if:

Matches

Entity Type Name

Equal

Customers

Actions:

AS Store Value

Constraint:

settingName:	AS Entity Name
settingValue:	{ENTITY NAME:Customers}

AS Store Value

Constraint:

settingName:	AS Entity Balance
settingValue:	[=TN('{ENTITY BALANCE:Customers}') > 0 ? TN('{ENTITY BALANCE:Customers}') : 0]

---

Order Added - Change Ticket Type

AS Order Added - Change Ticket Type

Rule Name:	AS Order Added - Change Ticket Type
Event Name:	Order Added

Custom Constraint List:

Execute Rule if:

Matches

Menu Item Name

Equal

ACCOUNT PAYMENT

Actions:

AS Change Ticket Type

Constraint:

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Pay Account via Payment Screen

AS Pay Account - Payment Screen

Rule Name:	AS Pay Account - Payment Screen
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name	Equal	AS Pay Account
{SETTING:AS Entity Balance}	Greater	0

Actions:

AS Add Order - ACCOUNT PAYMENT

Constraint:

AS Change Ticket Entity

Constraint:

EntityName:

{SETTING:AS Entity Name}

AS Display Payment Screen

Constraint:

BalanceMode:

True

---

Account Operations (button clicked)

AS Account Operations

Rule Name:	AS Account Operations
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name	Equal	AS Account Operations
{ENTITY ACCOUNT NAME: Customers}	Is Not Null

Actions:

Close Ticket

Constraint:

AS Store Value

Constraint:

settingName:	AS Entity Id
settingValue:	{CALL:db.getRow("SELECT Id FROM Entities WHERE Name='{ENTITY NAME:Customers}'")}

AS ExecAMC

Constraint:

AMCname:	AS Load Account Statement
AMCvalue:	{SETTING:AS Entity Id}
BGcolor:
delay:

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Show Account Screen

AS Show Account Screen

Rule Name:	AS Show Account Screen
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name

Equal

AS Show Account Screen

Actions:

AS Navigate

Constraint:

module:	Accounts
parm:	Customer Accounts
hideHeader:	True

---

Set Statement Variables

AS Set Statement Variables

Rule Name:	AS Set Statement Variables
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name

Equal

AS Set Statement Variables

Actions:

AS Store Value

Constraint:

settingName:	AS Entity Id
settingValue:	[=TN('[:CommandValue]')]

AS Store Value

Constraint:

settingName:	AS Entity Name
settingValue:

AS Store Value

Constraint:

settingName:	AS Account Id
settingValue:	0

AS Store Value

Constraint:

settingName:	AS Account Name
settingValue:

AS Store Value

Constraint:

settingName:	AS Date Filter Beg
settingValue:	[=('{SETTING:AS Date Filter Beg}'!='' ? '{SETTING:AS Date Filter Beg}' : '2010-01-01')]

AS ExecScript

Constraint:

func:	db.ExecStoredScript('@@LoadEntityVariables')
command:

AS Load Entity

Constraint: [=TN(‘{SETTING:AS Entity Id}’)]>0

entityName:

{SETTING:AS Entity Name}

AS Store Value

Constraint:

settingName:	AS Entity Balance
settingValue:	{ENTITY BALANCE}

AS Update Entity Data

Constraint:

fieldName:	Date ZeroBalance
fieldValue:	{SETTING:AS Entity Date_ZeroBalance}

---

Load Account Statement

AS Load Account Statement

Rule Name:	AS Load Account Statement
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name

Equal

AS Load Account Statement

Actions:

AS ExecAMC

Constraint:

AMCname:	AS Set Statement Variables
AMCvalue:	[:CommandValue]
BGcolor:
delay:

AS Navigate

Constraint: [=TN(‘{SETTING:AS Entity Id}’)]>0

module:	Entity
parm:	Account Statement
hideHeader:	True

---

Print Account Statement

AS Print Account Statement

Rule Name:	AS Print Account Statement
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name

Equal

AS Print Account Statement

Actions:

AS ExecAMC

Constraint:

AMCname:	AS Set Statement Variables
AMCvalue:	[:CommandValue]
BGcolor:
delay:

AS Print Account Statement

Constraint:

EntityId:

[:CommandValue]

---

Load Ticket (Display Ticket)

AS Load Ticket

Rule Name:	AS Load Ticket
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name

Equal

AS Load Ticket

Actions:

MSG TEST

Constraint: [=TN(‘{SETTING:AStid}’)]==0

MessageToDisplay:

Select a Ticket

Display Ticket

Constraint: [=TN(‘{SETTING:AStid}’)]>0

TicketId:

[=TN('{SETTING:AStid}')]

---

Set Date Filter

AS Date Filter

Rule Name:	AS Date Filter
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name	Equal	AS Date Filter
{SETTING:ASDF}	Is Not Null

Actions:

AS Store Value

Constraint:

settingName:	AS Date Filter Beg
settingValue:	{SETTING:ASDF}

AS ExecAMC

Constraint: 1==2

AMCname:	AS Load Account Statement
AMCvalue:	{SETTING:AS Entity Id}
BGcolor:
delay:

---

Credit Account - Ask Amount and Payment Type

AS Credit Account - Ask Values and Payment Type

Rule Name:	AS Credit Account - Ask Values and Payment Type
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name	Equal	AS Credit Account
Command Value	Is Not Null
{SETTING:AS Entity Balance}	Less	0.01

Actions:

AS Store Value

Constraint:

settingName:	AS Credit Amount
settingValue:	[?Amount of Credit;;;ONC]

AS Ask Question

Constraint:

question:	Customer Account Credit\rCustomer : {SETTING:AS Entity Name}\rAccount : {SETTING:AS Account Name}\rCredit Amount : [=F('{SETTING:AS Credit Amount}')]\r\rSelect Method of Payment
buttons:	Cash=Customer Cash:Orange;Gray,Cash USD=Customer Cash USD:Green;Gray,Credit Card=Customer Credit Card:Black;Gray,Credit Card USD=Customer Credit Card USD:Blue;Gray,Cancel=Cancel:Red;Gray
AMCname:	AS Credit Account - Apply
BGcolor:	Purple
TPcolor:

---

Credit Account - Apply

AS Credit Account - Apply

Rule Name:	AS Credit Account - Apply
Event Name:	Automation Command Executed

Custom Constraint List:

Execute Rule if:

Matches

Automation Command Name	Equal	AS Credit Account - Apply
Command Value	Not Equals	Cancel
[=TN('{SETTING:AS Credit Amount}')]	Greater	0

Actions:

AS Store Value

Constraint:

settingName:	AS Payment Type
settingValue:	[:CommandValue]

AS Store Value

Constraint:

settingName:	AS Credit Amount
settingValue:	[=TN('{SETTING:AS Credit Amount}')]

AS Store Value

Constraint:

settingName:	AS Credit Description
settingValue:	{CALL:pay.UpdateDescription('{SETTING:AS Payment Type}')}

MSG TEST

Constraint:

MessageToDisplay:

Desc:{SETTING:AS Credit Description} Typ:[='[:CommandValue]'.substr(9,11)] cur:[='{SETTING:AS Payment Type}'.slice(-3)] PT:{SETTING:AS Payment Type} Cr:{SETTING:AS Credit Amount} AccId:{SETTING:AS Account Id} {DATE} {TIME}

AS Create Tx Doc

Constraint: [=TN(‘{SETTING:AS Credit Amount}’)]>0

DocName:	[:CommandValue]
AccountName:
AccountId:	{SETTING:AS Account Id}
date:	{DATE} {TIME}
Description:	[:CommandValue] - Credit Payment - {SETTING:AS Credit Description}
Amount:	[=TN('{SETTING:AS Credit Amount}')]

AS Navigate

Constraint:

module:	Entity
parm:	Account Statement
hideHeader:	True

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