Member formula - Account Type

[BabuJayaraman]

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

[EricOsmanski · Accepted solution]

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

[Omkareshwar]

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

[CarlosAlvear]

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 · Accepted solution]

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

[Michel_Sabourin]

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

[RobbSalzmann · Accepted solution]

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