PawCom Application Note 100: Creating a Master Stock Item
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6/4/03

Master/substock items were introduced to Peachtree Complete Accounting for Windows
at version 10 (2003).  When a new master stock item is added in Peachtree there
will be a number of substock items defined at the same time corresponding to each
possible combination of the primary and secondary attributes.

When you insert a master stock item record from PawCom you must also insert all the
corresponding substock item records at the same time.  You must also take care to
set all the attribute parameters correctly.  The example below illustrates how to
create a master/substock set of items from PawCom.  The attribute data is hardwired
into this sample code in the section labeled "Define substock data".  In a real
application you would get the data from elsewhere, perhaps a form or an external
data table.
 
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Private Sub CreateMasterStockItem_Click()
    
    Dim oGLA As New PAW.DefaultGLAccounts
    
    Dim oLineItem    As New PAW.LineItem
    Dim oPeachw      As New PAW.Peachw
    Dim ItemID       As String
    Dim NItems       As Integer
    Dim Status       As Integer
    Dim i            As Integer
    Dim j            As Integer
    Dim k            As Integer
    Dim PayType      As Integer
    
    Dim GLSalesAccount         As String
    Dim GLInventoryAccount     As String
    Dim GLCOGSSalaryAccount    As String
    Dim NPrimaryAttributes     As Integer
    Dim NSecondaryAttributes   As Integer
    Dim PrimaryAttributeName   As String
    Dim SecondaryAttributeName As String
    Dim MasterItemIndex        As Long
    
    Dim PrimaryAttributeDescription()   As String
    Dim PrimaryAttributeID()            As String
    Dim SecondaryAttributeDescription() As String
    Dim SecondaryAttributeID()          As String
    
    BtrieveConnect
    Status = oLineItem.OpenFile
    If Status <> btStatusOK Then
        MsgBox oBtrieve.ErrorMessage(Status), vbExclamation, "Error in cmdMasterItem"
        BtrieveDisconnect
        DemoAddNewLineItem = False
    End If
    
    i = 1
    Do While i < 100
        ItemID = "Test" & i
        Status = oLineItem.GetEqual(ItemID)
        If Status = btStatusOK Then
            i = i + 1
        Else
            Exit Do
        End If
    Loop
    
' Build a example Line Item record.  In the real world, you would get this data
' from an entry screen or from some other data source.  The record being built
' below will specify a Master Item and the related substock items.
    
    ' Get default accounts for substock item
    
    Status = oGLA.OpenFile
    If Status = btStatusOK Then
        GLSalesAccount = oGLA.GLSales(9)
        GLInventoryAccount = oGLA.GLInventoryWage(9)
        GLCOGSSalaryAccount = oGLA.GLCostOfSales(9)
        Status = oGLA.CloseFile
    End If
    Set oGLA = Nothing
    
    ' Define substock data
    
    NPrimaryAttributes = 2
    NSecondaryAttributes = 2
    
    ReDim PrimaryAttributeDescription(NPrimaryAttributes)
    ReDim PrimaryAttributeID(NPrimaryAttributes)
    ReDim SecondaryAttributeDescription(NSecondaryAttributes)
    ReDim SecondaryAttributeID(NSecondaryAttributes)
    
    PrimaryAttributeName = "Color"
    PrimaryAttributeDescription(1) = "Green"
    PrimaryAttributeID(1) = "GR"
    PrimaryAttributeDescription(2) = "Red"
    PrimaryAttributeID(2) = "RD"
    
    SecondaryAttributeName = "Size"
    SecondaryAttributeDescription(1) = "Large"
    SecondaryAttributeID(1) = "LG"
    SecondaryAttributeDescription(2) = "Small"
    SecondaryAttributeID(2) = "SM"
    
    ' Create Master Record
    
    oLineItem.ItemID = ItemID
    oLineItem.ItemDescription = "Test Master " & ItemID
    oLineItem.DescriptionForSales = oLineItem.ItemDescription
    oLineItem.DescriptionForPurchases = oLineItem.ItemDescription
    oLineItem.Inactive = False
    oLineItem.ItemClass = 8
    oLineItem.Index = 0
    oLineItem.MasterItemIndex = 0
    oLineItem.MasterItemID = ""
    oLineItem.PrimaryAttributeName = PrimaryAttributeName
    For i = 1 To NPrimaryAttributes
        oLineItem.PrimaryAttributeID(i) = PrimaryAttributeID(i)
        oLineItem.PrimaryAttributeDesc(i) = PrimaryAttributeDescription(i)
    Next i
    oLineItem.SecondaryAttributeName = SecondaryAttributeName
    For i = 1 To NSecondaryAttributes
        oLineItem.SecondaryAttributeID(i) = SecondaryAttributeID(i)
        oLineItem.SecondaryAttributeDesc(i) = SecondaryAttributeDescription(i)
    Next i
    oLineItem.SubstockPrimaryAttributeDesc = ""
    oLineItem.SubstockPrimaryAttributeID = ""
    oLineItem.SubstockSecondaryAttributeDesc = ""
    oLineItem.SubstockSecondaryAttributeID = ""
    oLineItem.NPrimaryAttributes = NPrimaryAttributes
    oLineItem.NSecondaryAttributes = NSecondaryAttributes
    oLineItem.ItemTaxType = 0   ' See Default Tax Type table for codes (Value=Field-1)
    oLineItem.VendorIndex = 0
    oLineItem.MinimumStock = 0
    oLineItem.ReorderQuantity = 0
    oLineItem.ItemNote = ""
    oLineItem.NumberOfComponents = 0
    oLineItem.CostingMethod = 1     ' See Lookup Costing Method table for codes (1=FIFO)
    oLineItem.SalesPrice(1) = 0
    oLineItem.SalesPrice(2) = 0
    oLineItem.SalesPrice(3) = 0
    oLineItem.SalesPrice(4) = 0
    oLineItem.SalesPrice(5) = 0
    oLineItem.Location = ""
    oLineItem.SubjectToCommission = False
    oLineItem.PrintComponents = False
    oLineItem.GLSalesAccount = GLSalesAccount
    oLineItem.GLInventoryAccount = GLInventoryAccount
    oLineItem.GLCOGSSalaryAccount = GLCOGSSalaryAccount
    oLineItem.CustomField(1) = ""
    oLineItem.CustomField(2) = ""
    oLineItem.CustomField(3) = ""
    oLineItem.CustomField(4) = ""
    oLineItem.CustomField(5) = ""
    oLineItem.NotStockItem = False
    If PeachtreeVersion >= 10 Then
        oLineItem.Guid = oPeachw.Guid
        Set oPeachw = Nothing
    End If
    
    For i = 0 To 41
        oLineItem.Sales(i) = 0
        oLineItem.UnitsSold(i) = 0
    Next i
    
    Status = oLineItem.Insert
    If Status <> btStatusOK Then
        MsgBox oBtrieve.ErrorMessage(Status), vbExclamation, "Could not add new master record"
    End If
    
    ' Get the MasterItemIndex
    
        Status = oLineItem.GetEqual(ItemID)
        If Status = btStatusOK Then
            MasterItemIndex = oLineItem.Index
        Else
            MasterItemIndex = 0
        End If
        
    ' Add substock items
    
    For j = 1 To NPrimaryAttributes
    For k = 1 To NSecondaryAttributes

        oLineItem.ItemID = ItemID & "-" & PrimaryAttributeID(j) & "-" & SecondaryAttributeID(k)
        oLineItem.ItemDescription = "Test Master " & oLineItem.ItemID
        oLineItem.DescriptionForSales = oLineItem.ItemDescription
        oLineItem.DescriptionForPurchases = oLineItem.ItemDescription
        oLineItem.Inactive = False
        oLineItem.ItemClass = 9
        oLineItem.Index = 0
        oLineItem.MasterItemIndex = 0
        oLineItem.MasterItemID = ItemID
        oLineItem.MasterItemIndex = MasterItemIndex
        oLineItem.PrimaryAttributeName = PrimaryAttributeName
        For i = 1 To NPrimaryAttributes
            oLineItem.PrimaryAttributeID(i) = PrimaryAttributeID(i)
            oLineItem.PrimaryAttributeDesc(i) = PrimaryAttributeDescription(i)
        Next i
        oLineItem.SecondaryAttributeName = SecondaryAttributeName
        For i = 1 To NSecondaryAttributes
            oLineItem.SecondaryAttributeID(i) = SecondaryAttributeID(i)
            oLineItem.SecondaryAttributeDesc(i) = SecondaryAttributeDescription(i)
        Next i
        oLineItem.SubstockPrimaryAttributeDesc = PrimaryAttributeDescription(j)
        oLineItem.SubstockPrimaryAttributeID = PrimaryAttributeID(j)
        oLineItem.SubstockSecondaryAttributeDesc = SecondaryAttributeDescription(k)
        oLineItem.SubstockSecondaryAttributeID = SecondaryAttributeID(k)
        oLineItem.NPrimaryAttributes = NPrimaryAttributes
        oLineItem.NSecondaryAttributes = NSecondaryAttributes
        oLineItem.ItemTaxType = 0   ' See Default Tax Type table for codes (Value=Field-1)
        oLineItem.VendorIndex = 0
        oLineItem.MinimumStock = 0
        oLineItem.ReorderQuantity = 0
        oLineItem.ItemNote = ""
        oLineItem.NumberOfComponents = 0
        oLineItem.CostingMethod = 1     ' See Lookup Costing Method table for codes (1=FIFO)
        oLineItem.SalesPrice(1) = 0
        oLineItem.SalesPrice(2) = 0
        oLineItem.SalesPrice(3) = 0
        oLineItem.SalesPrice(4) = 0
        oLineItem.SalesPrice(5) = 0
        oLineItem.Location = ""
        oLineItem.SubjectToCommission = False
        oLineItem.PrintComponents = False
        oLineItem.GLSalesAccount = GLSalesAccount
        oLineItem.GLInventoryAccount = GLInventoryAccount
        oLineItem.GLCOGSSalaryAccount = GLCOGSSalaryAccount
        oLineItem.CustomField(1) = ""
        oLineItem.CustomField(2) = ""
        oLineItem.CustomField(3) = ""
        oLineItem.CustomField(4) = ""
        oLineItem.CustomField(5) = ""
        oLineItem.NotStockItem = False
        If PeachtreeVersion >= 10 Then
            oLineItem.Guid = oPeachw.Guid
            Set oPeachw = Nothing
        End If
    
        For i = 0 To 41
            oLineItem.Sales(i) = 0
            oLineItem.UnitsSold(i) = 0
        Next i
    
        Status = oLineItem.Insert
        If Status <> btStatusOK Then
            MsgBox oBtrieve.ErrorMessage(Status), vbExclamation, "Could not add new substock record"
        End If

    Next k
    Next j
    
' Finish up

    oLineItem.CloseFile
    Set oLineItem = Nothing
    BtrieveDisconnect
    
End Sub