Untitled
unknown
plain_text
2 years ago
11 kB
5
Indexable
RetailerInvestment.OnChangeOfRetailer = function (executionContext) {
var formContext = executionContext.getFormContext();
var fundtype = InTouchCRM.Framework.GetValue(formContext, "bmc_fundtype");
var retailerInvestmentStatus = InTouchCRM.Framework.GetValue(formContext, 'bmc_retailerinvestmentstatus');
var listofBilltoFields = ["bmc_marketcoordinator", "bmc_moraccount", "bmc_tr", "bmc_businessunit", "bmc_asm", "bmc_rsd", "bmc_vp", "bmc_storephone", "bmc_account", "bmc_address1street1", "bmc_address1street2", "bmc_address1street3", "bmc_city", "bmc_stateprovince", "bmc_zippostalcode", "bmc_country", "bmc_retailerbusinessconsultant"];
var retailerId = InTouchCRM.Framework.GetValue(formContext, 'bmc_retailer');
if (retailerId != null && retailerId != undefined) {
var id = retailerId[0].id;
let loginUserId = InTouchCRM.Framework.FormatID(Xrm.Utility.getGlobalContext().userSettings.userId);
let expandQuery = "&$expand=parentaccountid($select=accountnumber),owninguser($select=fullname),owningteam($select=_bmc_pointofcontact_value)";
let marketingSaleRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.MSC);
let territoryRepresentativeRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.TR);
let dealerBusinessConsultantRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.DBC);
let areaSalesManagerRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.ASM);
let NationalAccountsRepRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.NAR);
let systemAdministratorRoleExist = InTouchCRM.Framework.HasCurrentUserRole(UserRole.SA);
let error = "";
if (!systemAdministratorRoleExist) {
if (marketingSaleRoleExist) {
expandQuery = "&$expand=parentaccountid($select=accountnumber),owninguser($select=fullname;$expand=businessunitid($select=_bmc_marketcoordinatorid_value;$filter=_bmc_marketcoordinatorid_value eq '" + loginUserId + "')),owningteam($select=name,_bmc_pointofcontact_value;$expand=businessunitid($select=_bmc_marketcoordinatorid_value;$filter=_bmc_marketcoordinatorid_value eq '" + loginUserId + "'))";
error = "This account does not fall in your business unit. Therefore, you are unable to create a Retailer Investment Record for this retailer.";
} else if (territoryRepresentativeRoleExist || dealerBusinessConsultantRoleExist) {
expandQuery = "&$expand=parentaccountid($select=accountnumber),owninguser($select=fullname;$filter=systemuserid eq '" + loginUserId + "'),owningteam($select=name,_bmc_pointofcontact_value;$filter=_bmc_pointofcontact_value eq '" + loginUserId + "')";
error = "This account does not fall in your business unit. Therefore, you are unable to create a Retailer Investment Record for this retailer.";
} else if (areaSalesManagerRoleExist) {
if (fundtype == FundType.FPFFranchisePainter) {
expandQuery = "&$expand=parentaccountid($select=accountnumber),bmc_nationalaccountrep($select=fullname,_parentsystemuserid_value;$filter=_parentsystemuserid_value eq '" + loginUserId + "')";
}else
expandQuery = "&$expand=parentaccountid($select=accountnumber),owninguser($select=fullname,_parentsystemuserid_value;$filter=_parentsystemuserid_value eq '" + loginUserId + "'),owningteam($select=name,_bmc_pointofcontact_value,_bmc_manager_value;$filter=_bmc_manager_value eq '" + loginUserId + "')";
error = "This account does not fall under your team. Therefore, you are unable to create a Retailer Investment Record for this retailer.";
} else if (NationalAccountsRepRoleExist) {
expandQuery = ",_bmc_nationalaccountrep_value&$expand=parentaccountid($select=accountnumber),owninguser($select=fullname),owningteam($select=_bmc_pointofcontact_value),bmc_nationalaccountrep($select=systemuserid;$filter=systemuserid eq '" + loginUserId + "')";
error = "Since you are not set up as the designated \"National Account Rep\" for this account, you wont be able to create a Retailer Investment Record. Please get in touch with your Market Sales Coordinator who will be able to assist you in creating the record.";
}
}
Xrm.WebApi.online.retrieveRecord('account', id, '?$select=parentaccountid,_ownerid_value,telephone1,accountnumber,address1_line1,address1_line2,address1_line3,address1_city,address1_stateorprovince,address1_postalcode,address1_country' + expandQuery)
.then(
function success(result) {
var number = result.accountnumber;
if (!systemAdministratorRoleExist) {
let reatilerAttr = formContext.getAttribute("bmc_retailer");
if (marketingSaleRoleExist && !(result?.owninguser?.businessunitid?._bmc_marketcoordinatorid_value || result?.owningteam?.businessunitid?._bmc_marketcoordinatorid_value)) {
Xrm.Navigation.openAlertDialog(error);
reatilerAttr.setValue(null);
reatilerAttr.fireOnChange();
return;
} else if ((territoryRepresentativeRoleExist || dealerBusinessConsultantRoleExist) &&
!(result?.owninguser?.systemuserid || result?.owningteam?._bmc_pointofcontact_value)) {
Xrm.Navigation.openAlertDialog(error);
reatilerAttr.setValue(null);
reatilerAttr.fireOnChange(); return;
} else if (areaSalesManagerRoleExist && !(result?.owningteam?._bmc_manager_value || result?.owninguser?._parentsystemuserid_value || result?.bmc_nationalaccountrep?._parentsystemuserid_value)) {
Xrm.Navigation.openAlertDialog(error);
reatilerAttr.setValue(null);
reatilerAttr.fireOnChange(); return;
} else if (NationalAccountsRepRoleExist && !result?.bmc_nationalaccountrep?.systemuserid) {
Xrm.Navigation.openAlertDialog(error);
reatilerAttr.setValue(null);
reatilerAttr.fireOnChange(); return;
}
}
InTouchCRM.Framework.SetValue(formContext, "bmc_account", number);
InTouchCRM.Framework.SetValue(formContext, "bmc_address1street1", result.address1_line1);
InTouchCRM.Framework.SetValue(formContext, "bmc_address1street2", result.address1_line2);
InTouchCRM.Framework.SetValue(formContext, "bmc_address1street3", result.address1_line3);
InTouchCRM.Framework.SetValue(formContext, "bmc_city", result.address1_city);
InTouchCRM.Framework.SetValue(formContext, "bmc_stateprovince", result.address1_stateorprovince);
InTouchCRM.Framework.SetValue(formContext, "bmc_zippostalcode", result.address1_postalcode);
InTouchCRM.Framework.SetValue(formContext, "bmc_country", result.address1_country);
InTouchCRM.Framework.SetValue(formContext, "bmc_storephone", result.telephone1);
var eligibleStatusForBOP = [RetailerInvestmentStatus.PendingSubmission, RetailerInvestmentStatus.PendingASMReview, RetailerInvestmentStatus.PendingCreditReviewApproval, RetailerInvestmentStatus.PendingRSDReview, RetailerInvestmentStatus.PendingFPAReviewApproval];
if (fundtype == FundType.MDFMarketDataFund || fundtype == FundType.HDWHardware || (fundtype == FundType.BOPBranchingOutProgram && !eligibleStatusForBOP.includes(retailerInvestmentStatus))) {
if (result.parentaccountid != null) {
var parentaccountnumber = result.parentaccountid.accountnumber;
if (parentaccountnumber != null && parentaccountnumber != undefined && fundtype != FundType.FPFFranchisePainter) {
InTouchCRM.Framework.SetValue(formContext, "bmc_moraccount", result.parentaccountid.accountnumber);
InTouchCRM.Framework.SetVisible(formContext, "bmc_moraccount", true);
}
}
else if (result.parentaccountid == null) {
InTouchCRM.Framework.SetValue(formContext, "bmc_moraccount", null);
InTouchCRM.Framework.SetVisible(formContext, "bmc_moraccount", false);
}
}
// Set TR
if (NationalAccountsRepRoleExist && result._bmc_nationalaccountrep_value && result?.bmc_nationalaccountrep?.systemuserid) {
InTouchCRM.Framework.SetLookupValue(formContext, 'bmc_tr', result._bmc_nationalaccountrep_value,
result["_bmc_nationalaccountrep_value@OData.Community.Display.V1.FormattedValue"],
result["_bmc_nationalaccountrep_value@Microsoft.Dynamics.CRM.lookuplogicalname"]);
}
else if (result?.owninguser?.systemuserid) {
InTouchCRM.Framework.SetLookupValue(formContext, 'bmc_tr', result?.owninguser?.systemuserid, result?.owninguser?.fullname, result["_ownerid_value@Microsoft.Dynamics.CRM.lookuplogicalname"]);
}
else if (result?.owningteam?._bmc_pointofcontact_value) {
InTouchCRM.Framework.SetLookupValue(formContext, 'bmc_tr', result?.owningteam?._bmc_pointofcontact_value, result?.owningteam["_bmc_pointofcontact_value@OData.Community.Display.V1.FormattedValue"], result?.owningteam["_bmc_pointofcontact_value@Microsoft.Dynamics.CRM.lookuplogicalname"]);
}
RetailerInvestment.OnChangeOfTr(executionContext);
},
function (error) {
Xrm.Utility.alertDialog(error.message);
});
}
else {
for (var i = 0; i < listofBilltoFields.length; i++) {
InTouchCRM.Framework.SetValue(formContext, listofBilltoFields[i], null);
}
}
},Editor is loading...