Lookup History Netsuite Customization

mos_lookup_history_cs.js

/**
 * Client side code for Lookup History customization
 *
 * Script Type: Client Script
 * Deployed to: <not deployed>
 *
 */

'use strict';

function mos_lookup_history_closeorder(id, lineuniquekey) {

  Ext.Msg.confirm('Confirm close order?', 'Are you sure you would like to close this order line?', function(btn) {

    if (btn === 'yes') {

      // Avoid the standard NetSuite warning message when navigating away (http://blog.prolecto.com/2016/10/29/video-learn-how-to-avoid-do-you-want-to-leave-this-site-message/)
      if (window.onbeforeunload) {
        window.onbeforeunload = function() {
          null;
        };
      }

      var url = nlapiResolveURL('SUITELET', 'customscript_mos_lookup_history_sl', 'customdeploy_mos_lookup_history_sl')
          + '&custom_item=' + nlapiGetFieldValue('item')
          + '&custom_recordtype=' + nlapiGetFieldValue('recordtype')
          + '&custom_closeorder=' + id
          + '&custom_lineuniquekey=' + lineuniquekey
          + '&ifrmcntnr=T';                                        // remove the form title, added by nlExtOpenWindow() so added here for uniformity

      window.top.document.getElementById('mos_lookup_history_frame').src = url;

    }
  });
}

function mos_lookup_history_selectline(line) {

  var recordtype = nlapiGetFieldValue('recordtype');
  var linenum = nlapiGetFieldValue('linenum');
  var rate = nlapiGetLineItemValue('history', 'rate', line);
  var vendor = nlapiGetLineItemValue('history', 'vendor', line);

  if (line > nlapiGetLineItemCount('history')) {
    return;
  }

  switch (recordtype) {

    case 'salesorder':
    case 'estimate':
    case 'invoice':
    case 'cashsale':
    case 'purchaseorder':
      window.parent.nlapiSetCurrentLineItemValue('item', 'price', '-1');
      window.parent.nlapiSetCurrentLineItemValue('item', 'rate', rate);
      break;

    case 'orderdispatch':
      window.parent.nlapiSetLineItemValue('item', 'rate', linenum, rate);
      break;

    case 'purchasewizard':
      window.parent.nlapiSetCurrentLineItemValue('suppliers', 'custpage_supplier', vendor);
      window.parent.nlapiSetCurrentLineItemValue('suppliers', 'custpage_itemrate', rate);
      window.parent.nlapiSelectLineItem('suppliers', parseInt(window.parent.nlapiGetCurrentLineItemIndex('suppliers')) + 1);
      break;

  }

  window.parent.Ext.WindowMgr.getActive().close();

}


function mos_lookup_history_pageinit() {

  // Ensure the iframe grabs the focus after it is loaded so the keyboard shortcuts work
  window.focus();

  Mousetrap.bind('abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ'.split(''), function(e) {
    var line = (e.charCode > 96) ? e.charCode - 96 : e.charCode - 64;
    mos_lookup_history_selectline(line);
  });

  Mousetrap.bind('esc', function(e) {
    window.top.Ext.WindowMgr.getActive().close();
  });

}


// It looks like NS doesn't load libraries if a Client Script is not loaded from a Deployment, so for now it is manually included here

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/* eof (mousetrap.js) */

mos_lookup_history_sl.js

/**
 * Quickly look up past order history during purchase and sale order entry.
 *
 * Script Type: Suitelet
 *
 */

'use strict';

function addUnreceivedLink(text, isUnreceived, id, lineuniquekey) {
  return isUnreceived
      ? "<a href='#' style='color: red; font-weight: bold; text-decoration: none' onclick='mos_lookup_history_closeorder(" + id + ", " + lineuniquekey + ");'>" + text + "</a>"
      : text;
}

function addRecordLink(text, recordtype, id) {
  return "<a target='_blank' style='text-decoration: none' href='" + nlapiResolveURL('RECORD', recordtype, id) + "'>" + text + "</a>";
}

function get_purchase_history(item, recordtype, message) {

  var form = nlapiCreateForm('Purchase History', true);

  form.setScript('customscript_mos_lookup_history_cs');
  form.addField('item', 'text', 'Item').setDisplayType('hidden').setDefaultValue(item);
  form.addField('recordtype', 'text', 'Record Type').setDisplayType('hidden').setDefaultValue(recordtype);

  if (message) {
    form.addField('message', 'inlinehtml').setDefaultValue(message);
  }

  var sublist = form.addSubList('history', 'list', 'Purchase History');

  sublist.addField('kbshortcut', 'text');
  sublist.addField('number', 'text', 'PO/Invoice #');
  sublist.addField('companyname', 'text', 'Creditor');
  sublist.addField('trandate', 'text', 'Date', 'left');
  sublist.addField('quantityordered', 'float', 'Qty Ordered');
  sublist.addField('quantityreceived', 'float', 'Qty Received');
  sublist.addField('rate', 'currency', 'Rate');
  sublist.addField('select', 'text', '');
  sublist.addField('vendor', 'integer', '').setDisplayType('hidden');

  var sublistValues = [];

  nlapiCreateSearch(
      'transaction',
      [
        [['type', 'anyOf', 'VendBill'], 'OR', [['type', 'anyOf', 'PurchOrd'], 'AND', ['quantitybilled', 'equalto', '0'], 'AND', ['closed', 'is', 'F']]],
        'AND', ['quantity', 'greaterthan', 0],
        'AND', ['item', 'anyOf', item]
      ],
      [
        new nlobjSearchColumn('formulatext').setFormula("CASE WHEN {type} = 'Bill' AND {createdfrom} IS NOT NULL THEN {createdfrom.number} ELSE {number} END"),
        new nlobjSearchColumn('companyname', 'vendor'),
        new nlobjSearchColumn('entityid', 'vendor'),
        new nlobjSearchColumn('internalid', 'vendor'),
        new nlobjSearchColumn('trandate').setSort(true),
        new nlobjSearchColumn('quantity').setFunction('absoluteValue'),
        new nlobjSearchColumn('formulanumeric').setFunction('absoluteValue').setFormula("DECODE({type}, 'Bill', {quantity}, {quantityshiprecv})"),
        new nlobjSearchColumn('rate'),
        new nlobjSearchColumn('lineuniquekey'),
      ])
      .runSearch()
      .forEachResult(function(result) {

        var line = sublistValues.length + 1;
        var id = result.getId();
        var lineuniquekey = result.getValue('lineuniquekey');
        var isUnreceived = (result.getRecordType() === 'purchaseorder' && parseFloat(result.getValue('quantity')) > parseFloat(result.getValue('formulanumeric')) );

        sublistValues.push({
          kbshortcut: (line <= 26) ? String.fromCharCode(sublistValues.length + 65) : '',
          number: addRecordLink(result.getValue('formulatext'), result.getRecordType(), id),
          companyname: addUnreceivedLink(result.getValue('companyname', 'vendor') + " (" + result.getValue('entityid', 'vendor') + ")", isUnreceived, id, lineuniquekey),
          trandate: addUnreceivedLink(result.getValue('trandate'), isUnreceived, id, lineuniquekey),
          quantityordered: result.getValue('quantity'),
          quantityreceived: result.getValue('formulanumeric'),
          rate: result.getValue('rate'),
          select: "<a href='#' onclick='mos_lookup_history_selectline(" + line + ");'>Select</a>",
          vendor: result.getValue('internalid', 'vendor'),
        });

        return (sublistValues.length < 50);
      });

  sublist.setLineItemValues(sublistValues);

  return form;
}


function get_sales_history(entity, item, recordtype, linenum) {

  var form = nlapiCreateForm('Sales History', true);

  form.setScript('customscript_mos_lookup_history_cs');
  form.addField('recordtype', 'text', 'Record Type').setDisplayType('hidden').setDefaultValue(recordtype);
  form.addField('linenum', 'text', 'Line Num').setDisplayType('hidden').setDefaultValue(linenum);

  var sublist = form.addSubList('history', 'list', 'Sales History');

  sublist.addField('kbshortcut', 'text', '');
  sublist.addField('number', 'text', 'Invoice #');
  sublist.addField('otherrefnum', 'text', 'Customer Order #', 'left');
  sublist.addField('trandate', 'date', 'Date', 'left');
  sublist.addField('quantity', 'float', 'Quantity');
  sublist.addField('rate', 'currency', 'Rate');
  sublist.addField('select', 'text', 'Select');

  var sublistValues = [];

  nlapiCreateSearch(
      'transaction',
      [
        ['type', 'anyOf', ['CustInvc', 'CashSale', 'Estimate']],
        'AND', ['accounttype', 'anyOf', 'Income'],
        'AND', ['entity', 'anyOf', entity],
        'AND', ['item', 'anyOf', item],
        'AND', ['quantity', 'greaterthan', 0]
      ],
      [
        new nlobjSearchColumn('tranid'),
        new nlobjSearchColumn('otherrefnum'),
        new nlobjSearchColumn('trandate').setSort(true),
        new nlobjSearchColumn('quantity'),
        new nlobjSearchColumn('rate')
      ])
      .runSearch()
      .forEachResult(function(result) {

        var line = sublistValues.length + 1;

        sublistValues.push({
          kbshortcut: (line <= 26) ? String.fromCharCode(sublistValues.length + 65) : '',
          number: addRecordLink(result.getValue('tranid'), result.getRecordType(), result.getId()),
          otherrefnum: result.getValue('otherrefnum'),
          trandate: result.getValue('trandate'),
          quantity: result.getValue('quantity'),
          rate: result.getValue('rate'),
          select: "<a href='#' onclick='mos_lookup_history_selectline(" + line + ");'>Select</a>"
        });

        return (sublistValues.length < 10);

      });

  sublist.setLineItemValues(sublistValues);

  return form;
}

function checkParameters(recordtype, entity, item, linenum) {

  if (!item) {
    return false;
  }

  if (['salesorder', 'estimate', 'invoice', 'cashsale'].indexOf(recordtype) !== -1 && !entity) {
    return false;
  }

  if (recordtype === 'orderdispatch' && !linenum) {
    return false;
  }

  return true;
}

function closeOrderLine(id, lineuniquekey) {

  try {

    var record = nlapiLoadRecord('purchaseorder', id);
    var line = record.findLineItemValue('item', 'lineuniquekey', lineuniquekey);

    if (!line || line === -1) {
      return 'Line not found on purchase order';
    }

    var quantityreceived = record.getLineItemValue('item', 'quantityreceived', line) || 0;

    // Close or update qty on source PO

    if (parseFloat(quantityreceived) > 0) {
      record.setLineItemValue('item', 'quantity', line, quantityreceived);
    } else {
      record.setLineItemValue('item', 'isclosed', line, 'T');
    }

    nlapiSubmitRecord(record);

    return 'Purchase order closed';

  } catch (err) {
    return 'An error occured when trying to close the purchase order: ' + err.message;
  }

}

function suitelet(request, response) {

  // Special "recordtypes" from other customizations - "orderdispatch", and "purchasewizard"

  var recordtype = request.getParameter('custom_recordtype');
  var entity = request.getParameter('custom_entity');
  var item = request.getParameter('custom_item');
  var linenum = request.getParameter('custom_linenum');
  var closeorder = request.getParameter('custom_closeorder');
  var lineuniquekey = request.getParameter('custom_lineuniquekey');
  var message = null;

  if (!checkParameters(recordtype, entity, item, linenum)) {
    response.setContentType('PLAINTEXT');
    response.write('Required parameters missing');
    return;
  }

  if (closeorder && lineuniquekey) {
    message = closeOrderLine(closeorder, lineuniquekey);
  }

  var form = (recordtype === 'purchaseorder' || recordtype === 'purchasewizard')
      ? get_purchase_history(item, recordtype, message)
      : get_sales_history(entity, item, recordtype, linenum);

  response.writePage(form);
}

mos_lookup_history_trans_cs.js

/**
 * Quickly look up past order history during purchase and sale order entry, client side script
 *
 * Script Type: Client Script
 * Deployed to: Sales Order, Estimate, Invoice, Cash Sale, Purchase Order
 *
 */

function mos_lookup_history_field_changed(type, name, linenum) {

  if(type !== 'item' || name !== 'custcol_mos_lookup_history') {
    return;
  }

  if(nlapiGetCurrentLineItemValue('item', 'itemtype') !== 'Description') {

    var recordtype = nlapiGetRecordType();
    var entity = nlapiGetFieldValue('entity');
    var item = nlapiGetCurrentLineItemValue('item', 'item');

    if(recordtype != 'purchaseorder' && ! entity) {
      alert('You must select a customer before looking up history!');
    } else if (! item) {
      alert('You must select an item before looking up history!');
    } else {
      var url = nlapiResolveURL('SUITELET', 'customscript_mos_lookup_history_sl', 'customdeploy_mos_lookup_history_sl')
          + '&custom_item=' + item
          + '&custom_entity=' + entity
          + '&custom_recordtype=' + recordtype;

      if(! Ext.WindowMgr.get('mos_lookup_history')) {
        nlExtOpenWindow(url, 'mos_lookup_history', 750, 400, '', false, 'Product History');
      }

    }

  }

  nlapiSetCurrentLineItemValue('item', 'custcol_mos_lookup_history', 'F', false);
  return false;
}