01-17-2024 11:36 PM - last edited on 01-18-2024 02:25 AM by JackLacava
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
Solved! Go to Solution.
01-18-2024 09:36 AM - edited 01-18-2024 09:36 AM
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
01-18-2024 12:28 PM - edited 01-18-2024 12:43 PM
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
01-18-2024 02:44 AM - edited 01-18-2024 02:45 AM
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
01-18-2024 07:54 AM
Hi Babu,
To complement Omkareshwar's answer, an image of the AccountType object that you can find after clicking in "Objects"
Good luck.
Carlos
01-18-2024 09:36 AM - edited 01-18-2024 09:36 AM
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
01-18-2024 12:21 PM
01-18-2024 12:28 PM - edited 01-18-2024 12:43 PM
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