Forum Discussion

BabuJayaraman's avatar
BabuJayaraman
New Contributor II
11 months ago

Member formula - Account Type

I have an issue with the member formula with the below condition. It checks for Account Type Revenue or Expense. However if the Account Type is Revenue or Expense, still the condition is not met. Is there any issue with the way the condition is written?

If api.Account.GetAccountType(api.pov.account.memberid).Equals("Expense") _
Or api.Account.GetAccountType(api.pov.account.memberid).Equals("Revenue") Then

  Return 1

End If

Finance
  • EricOsmanski's avatar
    EricOsmanski
    11 months ago

    Alternatively, you could use this below:

    If api.Account.GetAccountType(api.Pov.Account.MemberId) = AccountType.Revenue OrElse api.Account.GetAccountType(api.Pov.Account.MemberId) = AccountType.Expense Then

  • RobbSalzmann's avatar
    RobbSalzmann
    11 months ago

    Hi BabuJayaraman , 
    You are close. Try this:

    Dim acctTypePov As AccountType = api.Account.GetAccountType(api.pov.account.memberid)
Dim isIncStmtAcct As Boolean = 
	acctTypePov.Equals(AccountType.Expense) OrElse
	acctTypePov.Equals(AccountType.Revenue)

If isIncStmtAcct Then
	Return 1
End If

     

  • Omkareshwar's avatar
    Omkareshwar
    Contributor II
    11 months ago

    In your call you are getting the account type object, and you need to use the name property of that object to check for account type name.

    This should work  

    If api.Account.GetAccountType(api.pov.account.memberid).Name.XFEqualsIgnoreCase("expense") Or
api.Account.GetAccountType(api.pov.account.memberid).Name.XFEqualsIgnoreCase("Revenue") Then

End If

     

     

  • RobbSalzmann's avatar
    RobbSalzmann
    Valued Contributor II
    11 months ago

    Hi BabuJayaraman , 
    You are close. Try this:

    Dim acctTypePov As AccountType = api.Account.GetAccountType(api.pov.account.memberid)
Dim isIncStmtAcct As Boolean = 
	acctTypePov.Equals(AccountType.Expense) OrElse
	acctTypePov.Equals(AccountType.Revenue)

If isIncStmtAcct Then
	Return 1
End If

     

  • CarlosAlvear's avatar
    CarlosAlvear
    Contributor
    11 months ago

    Hi Babu,

    To complement Omkareshwar's answer, an image of the AccountType object that you can find after clicking in "Objects"

    Good luck.

    Carlos

     

     

    • EricOsmanski's avatar
      EricOsmanski
      Valued Contributor
      11 months ago

      Alternatively, you could use this below:

      If api.Account.GetAccountType(api.Pov.Account.MemberId) = AccountType.Revenue OrElse api.Account.GetAccountType(api.Pov.Account.MemberId) = AccountType.Expense Then

  • Mike_Sabourin's avatar
    Mike_Sabourin
    Contributor II
    11 months ago
    This is what I use as part of a process I do to create a "traditional" trial balance for a few clients. This works for me.
     
    Dim povAcct As Integer = api.Pov.Account.MemberId
    Dim povAcctType As AccountType = api.Account.GetAccountType(povAcct)
     
    If povAcctType.Name = "Asset" Or povAcctType.Name = "Expense" Then
    Return 1
    Else
    Return Nothing
    End If