"Project Management" object is exposed from SAP Business One Version 9.2 PL03

[ANKIT_CHAUHAN]

"Project Management" object is exposed as a Service Type Object from SAP Business One Version 9.2 PL03. It is yet to be implemented in DTW.

Here is how to use the Project Management object using DI API:

1. Add a Project using DI API:

int absEntryOfCreatedProject = -1;

SAPbobsCOM.CompanyService oCompServ = null;

SAPbobsCOM.ProjectManagementService pmgService = null;



try

{



    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();

    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);

    SAPbobsCOM.PM_ProjectDocumentData project = (SAPbobsCOM.PM_ProjectDocumentData)pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentData);

    project.ProjectName = "ProjectByDI_01";

    project.Owner = 1;

    project.StartDate = new DateTime(2016, 2, 1);

    project.DueDate = new DateTime(2016, 11, 30);

    project.ClosingDate = new DateTime(2016, 12, 31);

    project.ProjectType = SAPbobsCOM.ProjectTypeEnum.pt_External;

    project.BusinessPartner = "C20000";

    project.ContactPerson = 2;

    project.Territory = 1;

    project.SalesEmployee = 5;

    project.AllowSubprojects = SAPbobsCOM.BoYesNoEnum.tYES;

    project.ProjectStatus = SAPbobsCOM.ProjectStatusTypeEnum.pst_Started;

    project.FinancialProject = "PRJ01";

    project.RiskLevel = SAPbobsCOM.RiskLevelTypeEnum.rlt_High;

    project.Industry = 1;

    project.Reason = "Test comment";

    project.AttachmentEntry = 1;

    SAPbobsCOM.PM_ProjectDocumentParams projectParam = pmgService.AddProject(project);

    absEntryOfCreatedProject = projectParam.AbsEntry;



}



catch (Exception ex)

{

    MessageBox.Show(ex.Message);

}



finally

{

    if (pmgService != null)

    {

        MessageBox.Show(absEntryOfCreatedProject.ToString());

        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);

    }

}

2. Update a Project by adding 'Documents' to 'Stages' using DI API:

SAPbobsCOM.CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();

SAPbobsCOM.ProjectManagementService pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);

SAPbobsCOM.PM_ProjectDocumentParams projectToUpdateParam = pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);



try

{

    projectToUpdateParam.AbsEntry = 1;

    SAPbobsCOM.PM_ProjectDocumentData project = pmgService.GetProject(projectToUpdateParam);

    SAPbobsCOM.PM_StagesCollection stagesCollection = project.PM_StagesCollection;

    SAPbobsCOM.PM_StageData stage = stagesCollection.Add();

    stage.StageType = 1;

    stage.StartDate = DateTime.Now;

    stage.CloseDate = stage.StartDate.AddDays(30);

    stage.Task = 1;

    stage.Description = "StageWithDocByDI_01";

    stage.ExpectedCosts = 150;

    stage.PercentualCompletness = 7;

    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;

    stage.StageOwner = 5;

    stage.AttachmentEntry = 1;

    stage = stagesCollection.Add();

    stage.StageType = 2;

    stage.StartDate = DateTime.Now.AddMonths(1);

    stage.CloseDate = stage.StartDate.AddDays(30);

    stage.Task = 2;

    stage.Description = "StageWithDocByDI_02";

    stage.ExpectedCosts = 250;

    stage.PercentualCompletness = 8;

    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;

    stage.StageOwner = 5;

    stage.DependsOnStage1 = 1;

    stage.StageDependency1Type = SAPbobsCOM.StageDepTypeEnum.sdt_Project;

    stage.DependsOnStageID1 = 1;



    SAPbobsCOM.PM_DocumentsCollection documentsCollection = project.PM_DocumentsCollection;

    SAPbobsCOM.PM_DocumentData document = documentsCollection.Add();

    document.StageID = 1;

    document.DocType = SAPbobsCOM.PMDocumentTypeEnum.pmdt_APCreditMemo;

    document.DocEntry = 7;

    pmgService.UpdateProject(project);

    MessageBox.Show("OK");

}



catch (Exception ex)

{

    MessageBox.Show(ex.Message);

}



finally

{

    if (pmgService != null)

    {

        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);

    }

}

3. Cancelling a Project using DI API:

SAPbobsCOM.CompanyService oCompServ = null;

SAPbobsCOM.ProjectManagementService pmgService = null;



try

{

    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();

    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);

    SAPbobsCOM.PM_ProjectDocumentParams projectToCancelParam = pmgService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);

    projectToCancelParam.AbsEntry = 1;

    pmgService.CancelProject(projectToCancelParam);

}

catch (Exception ex)

{

    throw new Exception(string.Format("Call PMG failed with error code: {0}", ex.Message));

}

finally

{

    if (pmgService != null)

    {

        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);

    }

}

4. Adding a SubProject using DI API:

try

{

    CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();

    ProjectManagementService phaService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);

    PM_SubprojectDocumentData subProject = phaService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);

    subProject.Owner = 4;

    subProject.SubprojectName = "SubProjectNameByDI_01_01";

    subProject.StartDate = new DateTime(2016, 5, 1);

    subProject.DueDate = new DateTime(2016, 5, 15);

    subProject.SubprojectEndDate = new DateTime(2016, 5, 31);

    subProject.ProjectID = 1;

    subProject.SubprojectType = 1;

    subProject.SubprojectContribution = 15;

    subProject.SubprojectStatus = SubprojectStatusTypeEnum.sst_Open;

    subProject.ActualCost = 50;

    subProject.PlannedCost = 200;

    SAPbobsCOM.PM_SubprojectDocumentParams subprojectParam = phaService.AddSubproject(subProject);

}

catch (Exception ex)

{

    throw new Exception(string.Format("Call failed with error code: {0}", ex.Message));

}

finally

{

    if (pmgService != null)

    {

        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);

    }

}

5. Updating a SubProject by adding Stages to it using DI API:

SAPbobsCOM.ProjectManagementService oProject = oCompany.GetCompanyService().GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);

SAPbobsCOM.PM_SubprojectDocumentData subProject1 = oProject.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);

SAPbobsCOM.PM_SubprojectDocumentParams subProjectParam1 = oProject.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentParams);

subProjectParam1.AbsEntry = 1;  //OPHA.AbsEntry

subProject1 = oProject.GetSubproject(subProjectParam1);

SAPbobsCOM.PMS_StagesCollection stagesCollection= subProject1.PMS_StagesCollection;

SAPbobsCOM.PMS_StageData stage = stagesCollection.Add();

stage.StageType = 3;  //PMC2.StageID

stage.StartDate = DateTime.Today.Date;

stage.Description = "My DI Test";

oProject.UpdateSubproject(subProject1);

Update: UDFs have been implemented for "PM_ProjectDocumentData", "PM_StageData", "PM_SubprojectDocumentData" since SAP Business One Version 9.3 PL01 .