codeunit 1720 "Deferral Utilities" - OnAfterInitializeDeferralHeaderAndSetPostDate

[Henriquantos]

Why do you need this change?

Can you please add the event OnAfterInitializeDeferralHeaderAndSetPostDate to the procedure InitializeDeferralHeaderAndSetPostDate in Codeunit "Deferral Utilities" (1720)? This will be used to control the attribution of the variable StartDate.

Describe the request

Actual Code

procedure InitializeDeferralHeaderAndSetPostDate(var DeferralLine: Record "Deferral Line"; DeferralHeader: Record "Deferral Header"; PeriodicCount: Integer; var PostDate: Date)
var
    AccountingPeriod: Record "Accounting Period";
begin
    DeferralLine.Init();
    DeferralLine."Deferral Doc. Type" := DeferralHeader."Deferral Doc. Type";
    DeferralLine."Gen. Jnl. Template Name" := DeferralHeader."Gen. Jnl. Template Name";
    DeferralLine."Gen. Jnl. Batch Name" := DeferralHeader."Gen. Jnl. Batch Name";
    DeferralLine."Document Type" := DeferralHeader."Document Type";
    DeferralLine."Document No." := DeferralHeader."Document No.";
    DeferralLine."Line No." := DeferralHeader."Line No.";
    DeferralLine."Currency Code" := DeferralHeader."Currency Code";
    OnInitializeDeferralHeaderAndSetPostDateAfterInitDeferralLine(DeferralLine);

    if PeriodicCount = 1 then begin
        if not AccountingPeriod.IsEmpty() then begin
            AccountingPeriod.SetFilter("Starting Date", '..%1', DeferralHeader."Start Date");
            if not AccountingPeriod.FindFirst() then
                Error(DeferSchedOutOfBoundsErr);
        end;
        PostDate := DeferralHeader."Start Date";
    end else begin
        if IsAccountingPeriodExist(AccountingPeriod, CalcDate('<CM>', PostDate) + 1) then begin
            AccountingPeriod.SetFilter("Starting Date", '>%1', PostDate);
            if not AccountingPeriod.FindFirst() then
                Error(DeferSchedOutOfBoundsErr);
        end;
        PostDate := AccountingPeriod."Starting Date";
    end;
end;

Suggestion

procedure InitializeDeferralHeaderAndSetPostDate(var DeferralLine: Record "Deferral Line"; DeferralHeader: Record "Deferral Header"; PeriodicCount: Integer; var PostDate: Date)
var
    AccountingPeriod: Record "Accounting Period";
begin
    DeferralLine.Init();
    DeferralLine."Deferral Doc. Type" := DeferralHeader."Deferral Doc. Type";
    DeferralLine."Gen. Jnl. Template Name" := DeferralHeader."Gen. Jnl. Template Name";
    DeferralLine."Gen. Jnl. Batch Name" := DeferralHeader."Gen. Jnl. Batch Name";
    DeferralLine."Document Type" := DeferralHeader."Document Type";
    DeferralLine."Document No." := DeferralHeader."Document No.";
    DeferralLine."Line No." := DeferralHeader."Line No.";
    DeferralLine."Currency Code" := DeferralHeader."Currency Code";
    OnInitializeDeferralHeaderAndSetPostDateAfterInitDeferralLine(DeferralLine);

    if PeriodicCount = 1 then begin
        if not AccountingPeriod.IsEmpty() then begin
            AccountingPeriod.SetFilter("Starting Date", '..%1', DeferralHeader."Start Date");
            if not AccountingPeriod.FindFirst() then
                Error(DeferSchedOutOfBoundsErr);
        end;
        PostDate := DeferralHeader."Start Date";
    end else begin
        if IsAccountingPeriodExist(AccountingPeriod, CalcDate('<CM>', PostDate) + 1) then begin
            AccountingPeriod.SetFilter("Starting Date", '>%1', PostDate);
            if not AccountingPeriod.FindFirst() then
                Error(DeferSchedOutOfBoundsErr);
        end;
        PostDate := AccountingPeriod."Starting Date";
    end;

    OnAfterInitializeDeferralHeaderAndSetPostDate(DeferralLine, DeferralHeader,PeriodicCount, PostDate);
end;

[IntegrationEvent(false, false)]
local procedure OnAfterInitializeDeferralHeaderAndSetPostDate(var DeferralLine: Record "Deferral Line"; DeferralHeader: Record "Deferral Header"; PeriodicCount: Integer; var PostDate: Date)
begin
end;

Internal work item: AB#622415

[attilatoury]

✅ Analysis complete - approved for implementation

---

Implementation:

Add a new integration event at the end of the InitializeDeferralHeaderAndSetPostDate procedure in Codeunit 1720 "Deferral Utilities", after the PostDate assignment logic.

Location in InitializeDeferralHeaderAndSetPostDate procedure (at the end, before closing end;):

    end else begin
        if IsAccountingPeriodExist(AccountingPeriod, CalcDate('', PostDate) + 1) then begin
            AccountingPeriod.SetFilter("Starting Date", '>%1', PostDate);
            if not AccountingPeriod.FindFirst() then
                Error(DeferSchedOutOfBoundsErr);
        end;
        PostDate := AccountingPeriod."Starting Date";
    end;

    OnAfterInitializeDeferralHeaderAndSetPostDate(DeferralLine, DeferralHeader, PeriodicCount, PostDate);  // <-- New event
end;

Event Publisher (add at the end of the codeunit with other events):

[IntegrationEvent(false, false)]
local procedure OnAfterInitializeDeferralHeaderAndSetPostDate(var DeferralLine: Record "Deferral Line"; DeferralHeader: Record "Deferral Header"; PeriodicCount: Integer; var PostDate: Date)
begin
end;

---

File: DeferralUtilities.Codeunit.al

📝 Note: This procedure is called from multiple places in the codebase for different scenarios. If you need your event subscriber to fire only in specific scenarios, consider using Manual Event Subscription Binding.