Import retail offers/discounts.

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Those who work in retail industry work on some promotion or offers on a daily basis. Most of the time, the decision comes at the last moment and that will be a business critical requirement. Once it come to configure the promotion in AX, the data entry team will have a big time completing the configuration on time. Most of the offers are line specific and need those lines to be added to the promotion manually. There are many promotion/discount options available in AX and the way it is configured also wary from promotion to promotion.

The below code handles all the standard promotions that are available in AX 2012 R3.

Button properties are shown below.

This is a simple button and the code and a class is called from this method. I am sharing the code details below.

As always, please test this code in your UAT and pre-production servers before deploying in production server.

void clicked()
{
    //super();
    VV_ImportDiscounts::uploadLines(RetailPeriodicDiscount);
}

public static void uploadLines(RetailPeriodicDiscount _retailPeriodicDiscount)
{
    #AviFiles
    SysOperationProgress            vvProgress;
    FileName                        filename;    
    int                             maxRows = 0, row = 0, excelColumn = 1;    
    Dialog                          d;
    DialogField                     df1, df2;
    CommaTextIo                     file;
    container                       rec;
    Name                            sheetName;
    EcoResCategoryName              categoryName;
    boolean                         recordsExist = false, ret = true, uploadedWithWarnings = false;    
    RetailPeriodicDiscountLine      retailPeriodicDiscountLine,uploadTable;
    RetailDiscountLineOffer         retailDiscountLineOffer;
    RetailDiscountLineMixAndMatch   retailDiscountLineMixAndMatch;
    RetailGroupMemberLine           retailGroupMemberLine;
    RetailPeriodicDiscount          retailPeriodicDiscount, uploadHead;
    InventTable                     inventTable;
    InventDim                       inventDim, dim;
    itemId                          itemId;
    EcoResItemSizeName              size;
    EcoResItemColorName             color;
    EcoResItemConfigurationName     config;
    EcoResItemStyleName             style;
    Price                           unitprice;
    Amount                          amount;
    RetailMixAndMatchLineGroup      retailMixAndMatchLineGroup;
    RetailDiscountMixAndMatch       mixandMatchDiscount;
    int                             discMeth;
    str                             uom,method;

    select firstOnly uploadTable
        where uploadTable.OfferId   == _retailPeriodicDiscount.OfferId;

    filename ="";
    if(uploadTable)
    {
        warning("Uploaded lines exist. \nDelete the existing lines and upload.");
        ret = false;
    }
    select firstOnly uploadHead
        where uploadHead.OfferId   == _retailPeriodicDiscount.OfferId;
    if(uploadHead.Status == 1)
    {
        warning("Cannot upload offer when the status is Enabled.");
        ret = false;
    }

    vvProgress = new SysOperationProgress();
    vvProgress.setCaption("Discount upload : " );
    vvProgress.setAnimation(#AviUpdate);
    vvProgress.setText("Uploading lines.");

    d       = new Dialog("Import Discounts");
    df1     = d.addField(ExtendedTypeStr("FilenameOpen"));

    if (d.run())
    {
        file = new CommaTextIo(df1.value(), 'r');
        file.inFieldDelimiter(',');

        rec = file.read();
        rec = file.read();

        while (rec)
        {
            itemid                          = conPeek(rec, 1);
            size                            = conPeek(rec, 2);
            color                           = conPeek(rec, 3);
            style                           = conPeek(rec, 4);
            config                          = conPeek(rec, 5);
            uom                             = conPeek(rec, 6);
            method                          = conPeek(rec, 7);
            amount                          = conPeek(rec, 8);
            inventTable = inventTable::find(itemId);
            if (!inventTable)
            {
                warning("Item " + itemId + " does not exist in item master.");
                ret = false;
            }
                    if(size && !EcoResSize::findByName(size))
                    {
                        warning("Item " + itemId + " : Size " + size + " does not exist in the system.");
                        ret = false;
                    }
                    if(color && !EcoResColor::findByName(color))
                    {
                        warning("Item " + itemId + " : Color " + color + " does not exist in the system." );
                        ret = false;
                    }
                    if(style && !EcoResStyle::findByName(style))
                    {
                        warning("Item " + itemId + " : Style " + style + " does not exist in the system." );
                        ret = false;
                    }
                    if(config && !EcoResStyle::findByName(config))
                    {
                        warning("Item " + itemId + " : configuration " + config + " does not exist in the system." );
                        ret = false;
                    }

            if (ret)
            {
                ttsBegin;                
                {
                    vvProgress.setText(strFmt("%1 of %2. Processing.", row-1, maxRows));
                    vvProgress.setCaption("Importing Discount Lines...");
                    vvProgress.setAnimation(#AviTransfer);
                    excelColumn = 1;
                    //DiscountOffer, Price Adjustment
                        if(_retailPeriodicDiscount.PeriodicDiscountType == RetailDiscountOfferTypeBase::DiscountOffer ||
                            _retailPeriodicDiscount.PeriodicDiscountType == RetailDiscountOfferTypeBase::Promotion)
                        {
                            retailDiscountLineOffer.clear();
                            retailGroupMemberLine.clear();
                            retailDiscountLineOffer.LineNum         = row-1;
                            retailDiscountLineOffer.OfferId         = _retailPeriodicDiscount.OfferId;
                            itemId                                  = conPeek(rec, 1);
                            retailDiscountLineOffer.Name            = inventTable::find(itemId).itemDescriptionOrName();                            
                            inventDim.InventSizeId                  = conPeek(rec, 2);                            
                            inventDim.InventColorId                 = conPeek(rec, 3);                            
                            inventDim.InventStyleId                 = conPeek(rec, 4);                            
                            inventDim.configId                      = conPeek(rec, 5);                            
                            retailDiscountLineOffer.UnitOfMeasure   = UnitOfMeasure::findBySymbol(conPeek(rec, 6)).RecId; 
                            //Dimensions
                            dim           = inventDim::findOrCreate(inventDim);                            
                            // Disount Method
                            switch(str2int(conPeek(rec, 7)))
                            {
                                case 0:
                                    retailDiscountLineOffer.discountMethod      = RetailDiscountOfferLineDiscMethodBase::PercentOff;                                    
                                    retailDiscountLineOffer.discPct             = str2int(conPeek(rec, 8));
                                    break;
                                case 1:
                                    retailDiscountLineOffer.discountMethod      = RetailDiscountOfferLineDiscMethodBase::AmountOff;                                    
                                    retailDiscountLineOffer.discAmount          = str2int(conPeek(rec, 8));
                                    break;
                                case 2:
                                    retailDiscountLineOffer.discountMethod      = RetailDiscountOfferLineDiscMethodBase::Price;                                    
                                    retailDiscountLineOffer.offerPrice          = str2int(conPeek(rec, 9));
                                    break;
                                case 3:
                                    retailDiscountLineOffer.discountMethod      = RetailDiscountOfferLineDiscMethodBase::PriceInclTax;                                    
                                    retailDiscountLineOffer.offerPriceInclTax   = str2int(conPeek(rec, 9));
                                    break;
                                default:
                                    warning("Line " + int2str(row) + "  Wrong selection of discount method.");
                                    ret=false;
                                    break;
                            }                            
                            retailGroupMemberLine.Product = InventTable::find(itemId).Product;
                            retailGroupMemberLine.Variant = InventDimCombination::findByInventDim(itemId, dim).DistinctProductVariant;
                            if(ret)
                            {
                                try
                                {
                                    if(retailGroupMemberLine.validateWrite())
                                        retailGroupMemberLine.insert();
                                    retailDiscountLineOffer.RetailGroupMemberLine = retailGroupMemberLine.RecId;
                                    if(retailDiscountLineOffer.validateWrite())
                                    {
                                        retailDiscountLineOffer.insert();
                                    }
                                }
                                catch
                                {
                                    error("Error while inserting!");
                                }
                            }
                        }
                        //Mix and Match
                        else if (_retailPeriodicDiscount.PeriodicDiscountType == RetailDiscountOfferTypeBase::MixAndMatch)
                        {
                            retailDiscountLineMixAndMatch.clear();
                            retailGroupMemberLine.clear();
                            select mixandMatchDiscount
                                where mixandMatchDiscount.OfferId   ==  _retailPeriodicDiscount.OfferId;
                            if(mixandMatchDiscount.MixAndMatchDiscountType  == RetailMixAndMatchDiscountType::LineSpec)
                            {
                                retailDiscountLineMixAndMatch.LineNum       = row-1;
                                retailDiscountLineMixAndMatch.OfferId       = _retailPeriodicDiscount.OfferId;
                                itemId                                      = conPeek(rec, 1);
                                retailDiscountLineMixAndMatch.Name          = inventTable::find(itemId).itemDescriptionOrName();                                
                                inventDim.InventSizeId                      = conPeek(rec, 2);
                                inventDim.InventColorId                     = conPeek(rec, 3);
                                inventDim.InventStyleId                     = conPeek(rec, 4);
                                inventDim.configId                          = conPeek(rec, 5);
                                retailDiscountLineMixAndMatch.UnitOfMeasure = UnitOfMeasure::findBySymbol(conPeek(rec, 6)).RecId; 
                                retailMixAndMatchLineGroup                              = conPeek(rec, 7);
                                retailDiscountLineMixAndMatch.lineGroup                 = retailMixAndMatchLineGroup;
                                retailDiscountLineMixAndMatch.numberOfItemsNeeded       = RetailMixAndMatchLineGroups::find(_retailPeriodicDiscount.OfferId,retailMixAndMatchLineGroup).numberOfItemsNeeded;
                                retailMixAndMatchLineGroup                              = conPeek(rec, 7);
                                //Dimensions
                                dim                                                     = inventDim::findOrCreate(inventDim);
                                retailGroupMemberLine.Product                           = InventTable::find(itemId).Product;
                                retailGroupMemberLine.Variant                           = InventDimCombination::findByInventDim(itemId, dim).DistinctProductVariant;
                                retailDiscountLineMixAndMatch.discountType              = conPeek(rec, 8);
                                retailDiscountLineMixAndMatch.DiscountPercentOrValue    = conPeek(rec, 9);
                                if(retailGroupMemberLine.validateWrite())
                                    retailGroupMemberLine.insert();
                                retailDiscountLineMixAndMatch.RetailGroupMemberLine = retailGroupMemberLine.RecId;
                                if(retailDiscountLineMixAndMatch.validateWrite())
                                {
                                    retailDiscountLineMixAndMatch.insert();
                                }
                            }
                            else
                            {
                                retailDiscountLineMixAndMatch.LineNum       = row-1;
                                retailDiscountLineMixAndMatch.OfferId       = _retailPeriodicDiscount.OfferId;
                                itemId                                      = conPeek(rec, 1);
                                retailDiscountLineMixAndMatch.Name          = inventTable::find(itemId).itemDescriptionOrName();                                
                                inventDim.InventSizeId                      = conPeek(rec, 2);                                
                                inventDim.InventColorId                     = conPeek(rec, 3);                                
                                inventDim.InventStyleId                     = conPeek(rec, 4);                                
                                inventDim.configId                          = conPeek(rec, 5);                                
                                retailDiscountLineMixAndMatch.UnitOfMeasure = UnitOfMeasure::findBySymbol(conPeek(rec, 6)).RecId;
                                retailMixAndMatchLineGroup                              = conPeek(rec, 7);
                                retailDiscountLineMixAndMatch.lineGroup                 = retailMixAndMatchLineGroup;
                                retailDiscountLineMixAndMatch.numberOfItemsNeeded       = RetailMixAndMatchLineGroups::find(_retailPeriodicDiscount.OfferId,retailMixAndMatchLineGroup).numberOfItemsNeeded;
                                retailMixAndMatchLineGroup                              = conPeek(rec, 7);
                                //Dimensions
                                dim                                                     = inventDim::findOrCreate(inventDim);
                                retailGroupMemberLine.Product                           = InventTable::find(itemId).Product;
                                retailGroupMemberLine.Variant                           = InventDimCombination::findByInventDim(itemId, dim).DistinctProductVariant;
                                if(retailGroupMemberLine.validateWrite())
                                    retailGroupMemberLine.insert();
                                retailDiscountLineMixAndMatch.RetailGroupMemberLine = retailGroupMemberLine.RecId;
                                if(retailDiscountLineMixAndMatch.validateWrite())
                                {
                                    retailDiscountLineMixAndMatch.insert();
                                }
                            }
                        }
                         //Value Based Discount
                        else if (_retailPeriodicDiscount.PeriodicDiscountType == RetailDiscountOfferTypeBase::Multibuy ||// Qty
                                    _retailPeriodicDiscount.PeriodicDiscountType == RetailDiscountOfferTypeBase::Threshold)//Thershold )
                        {
                            retailDiscountLineMixAndMatch.clear();
                            retailGroupMemberLine.clear();
                            retailDiscountLineMixAndMatch.LineNum       = row-1;
                            retailDiscountLineMixAndMatch.OfferId       = _retailPeriodicDiscount.OfferId;
                            itemId                                      = conPeek(rec, 1);
                            retailDiscountLineMixAndMatch.Name          = inventTable::find(itemId).itemDescriptionOrName();                            
                            inventDim.InventSizeId                      = conPeek(rec, 2);                            
                            inventDim.InventColorId                     = conPeek(rec, 3);                            
                            inventDim.InventStyleId                     = conPeek(rec, 4);                            
                            inventDim.configId                          = conPeek(rec, 5);                            
                            //Dimensions
                            dim                                         = inventDim::findOrCreate(inventDim);

                            retailDiscountLineMixAndMatch.UnitOfMeasure = UnitOfMeasure::findBySymbol(conPeek(rec, 6)).RecId; //UnitOfMeasure::findBySymbol("PCS").RecId;
                            retailGroupMemberLine.Product = InventTable::find(itemId).Product;
                            retailGroupMemberLine.Variant = InventDimCombination::findByInventDim(itemId, dim).DistinctProductVariant;

                            if(retailGroupMemberLine.validateWrite())
                                retailGroupMemberLine.insert();
                            retailDiscountLineMixAndMatch.RetailGroupMemberLine = retailGroupMemberLine.RecId;
                            if(retailDiscountLineMixAndMatch.validateWrite())
                            {
                                retailDiscountLineMixAndMatch.insert();
                            }
                        }
                        vvProgress.setText(strfmt('Processing Line Number %1 for Discount Offer %2.', row, retailPeriodicDiscount.OfferId ));
                }
            ttscommit;
			}
            rec = file.read();
            row++;            
        }
        info(strFmt('%1 records processed', row));
    }
}

Happy Daxing!

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