Forum Discussion

BabuJayaraman's avatar
BabuJayaraman
New Contributor II
1 year ago
Solved

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 ...
Finance
  • EricOsmanski's avatar
    EricOsmanski
    1 year 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
    1 year 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
1 year 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