Transaction Line Automation in Expense Report

REQUIREMENT

Develop an automation to populate the project code values in the expense report based on the provided conditions.

SOLUTION

The automation can be done by adding a userevent script that can populate the project code based on the conditions provided.

/**
 * @NApiVersion 2.1
 * @NScriptType UserEventScript
 */

define(["N/record", "N/search"], /**
 * @param{record} record
 * @param{search} search
 */ (record, search) => {
  "use strict";
  /**
   * Defines the function definition that is executed after record is submitted.
   * @param {Object} scriptContext
   * @param {Record} scriptContext.newRecord - New record
   * @param {Record} scriptContext.oldRecord - Old record
   * @param {string} scriptContext.type - Trigger type; use values from the context.UserEventType enum
   * @since 2015.2
   */
  const afterSubmit = (scriptContext) => {
    try {
      let objRecord = scriptContext.newRecord;
      let recordType = objRecord.type;

      let newRecId = objRecord.id;

      let transRecord = record.load({
        type: recordType,
        id: newRecId,
        isDynamic: false,
      });

      //Expense Report
      if (recordType == "expensereport") {
        let linesCount = transRecord.getLineCount({
          sublistId: "expense",
        });

        let expenseReportLinesWithoutLuxCode = lineWithoutProjectCodeExists(
          transRecord,
          linesCount,
          "expense"
        );

        if (expenseReportLinesWithoutLuxCode.length > 0) {
          let updateExpenseAccountExpenseReport =
            updateExpenseAccountExpenseReports(
              transRecord,
              expenseReportLinesWithoutLuxCode
            );
          log.audit(
            "updateExpenseAccountExpenseReport",
            updateExpenseAccountExpenseReport
          );
        }

        let expenseReportLinesWithoutLuxCodeDesc = lineWithoutProjectCodeExists(
          transRecord,
          linesCount,
          "expense"
        );

        if (expenseReportLinesWithoutLuxCodeDesc.length > 0) {
          let updateDescExpenseReport = updateDescExpenseReports(
            transRecord,
            expenseReportLinesWithoutLuxCodeDesc
          );
          log.audit("updateDescExpenseReport", updateDescExpenseReport);
        }
      }

      let recordId = transRecord.save({
        enableSourcing: true,
        ignoreMandatoryFields: true,
      });
    } catch (err) {}
  };

  function checkAccount(accountId) {
    try {
      let accountSearchObj = search.create({
        type: "account",
        filters: [
          [
            "internalid",
            "anyof",
            "1804",
            "1812",
            "1813",
            "1814",
            "1815",
            "2649",
            "2650",
            "2734",
            "1521",
          ],
          "AND",
          ["internalid", "anyof", accountId],
        ],
        columns: [
          search.createColumn({
            name: "name",
            sort: search.Sort.ASC,
            label: "Name",
          }),
          search.createColumn({ name: "number", label: "Number" }),
        ],
      });
      let searchResultCount = accountSearchObj.runPaged().count;

      if (searchResultCount > 0) {
        return true;
      } else {
        return false;
      }
    } catch (err) {
      log.error("error@checkAccount", err);
      return false;
    }
  }

  function checkForParameter(parameter) {
    if (
      parameter !== "" &&
      parameter !== null &&
      parameter !== undefined &&
      parameter !== false &&
      parameter !== "null" &&
      parameter !== "undefined" &&
      parameter !== " " &&
      parameter !== "false"
    ) {
      return true;
    }
  }

  function lineWithoutProjectCodeExists(transRecord, itemLineCount, recType) {
    try {
      //Get all the item lines without lux cost project code

      let linesWithoutProjectCode = [];
      for (let itm = 0; itm < itemLineCount; itm++) {
        if (
          transRecord.getSublistValue({
            sublistId: recType,
            fieldId: "csegprojectcode",
            line: itm,
          }) != 1
        ) {
          linesWithoutProjectCode.push(itm);
        }
      }

      return linesWithoutProjectCode;
    } catch (err) {
      log.error("error@lineWithoutProjectCodeExists", err);
    }
  }

  function updateExpenseAccountExpenseReports(
    transRecord,
    expenseReportLinesWithoutLuxCode
  ) {
    try {
      for (
        let lines = 0;
        lines < expenseReportLinesWithoutLuxCode.length;
        lines++
      ) {
        let linesExpenseAccount = transRecord.getSublistValue({
          sublistId: "expense",
          fieldId: "expenseaccount",
          line: expenseReportLinesWithoutLuxCode[lines],
        });

        if (checkAccount(linesExpenseAccount)) {
          transRecord.setSublistValue({
            sublistId: "expense",
            fieldId: "csegprojectcode",
            line: expenseReportLinesWithoutLuxCode[lines],
            value: 1,
          });
        }
        // }
      }
    } catch (err) {
      log.error("updateExpenseAccountExpenseReports", err);
    }
  }

  function updateDescExpenseReports(
    transRecord,
    expenseReportLinesWithoutLuxCodeDesc
  ) {
    try {
      for (
        let lines = 0;
        lines < expenseReportLinesWithoutLuxCodeDesc.length;
        lines++
      ) {
        let itemDescription = transRecord.getSublistValue({
          sublistId: "expense",
          fieldId: "memo",
          line: expenseReportLinesWithoutLuxCodeDesc[lines],
        });
        if (checkForParameter(itemDescription)) {
          //if (checkLineDescription(itemDescription, recordType)) {
          if (itemDescription.toLowerCase().includes("ltm bonus")) {
            transRecord.setSublistValue({
              sublistId: "expense",
              fieldId: "csegprojectcode",
              line: expenseReportLinesWithoutLuxCodeDesc[lines],
              value: 1,
            });
            let val = transRecord.getSublistValue({
              sublistId: "expense",
              fieldId: "csegprojectcode",
              line: expenseReportLinesWithoutLuxCodeDesc[lines],
            });
          }
        }
      }
    } catch (err) {}
  }
  return { afterSubmit };
});