EAGuessSourceLineIdByItem

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Overview

Automatically establishes document line relationships by matching lines to their corresponding source lines when normal origin/from document links are missing or broken. Uses configurable matching criteria to find the best possible matches based on item IDs and additional line properties.

When This Action Runs

Manual execution on documents with missing or incorrect line relationships, typically after data migration, document imports, batch processing, or when origin document links are corrupted and need to be rebuilt.

How It Works

  1. Optional line filtering - If conditional query provided, processes only matching lines
  2. Identifies unlinked lines - Finds document lines without valid source line references
  3. Locates source documents - Uses origin document or from document references
  4. Searches potential matches - Looks for lines in source documents with matching item IDs
  5. Applies matching criteria - Compares lines based on enabled parameters (size, color, etc.)
  6. Validates existing links - Checks if current source line ID still matches criteria
  7. Updates relationships - Sets source line ID to establish proper document linkage

Parameters

Parameter 1: Consider Size (Optional) - true/false to match size dimensions (default: false)

Parameter 2: Consider Color (Optional) - true/false to match color dimensions (default: false)

Parameter 3: Consider Revision (Optional) - true/false to match revision dimensions (default: false)

Parameter 4: Consider Lot ID (Optional) - true/false to match lot tracking (default: false)

Parameter 5: Consider Box (Optional) - true/false to match box dimensions (default: false)

Parameter 6: Consider Warehouse (Optional) - true/false to match warehouse locations (default: false)

Parameter 7: Consider Sales Man or Purchases Man (Optional) - true/false to match responsible person (default: false)

Parameter 8: Consider Ref 1 (Optional) - true/false to match reference field 1 (default: false)

Parameter 9: Consider Ref 2 (Optional) - true/false to match reference field 2 (default: false)

Parameter 10: Consider Locator (Optional) - true/false to match storage locations (default: false)

Parameter 11: Consider SubItem (Optional) - true/false to match sub-item references (default: false)

Parameter 12: Consider Active Percentage (Optional) - true/false to match active percentages (default: false)

Parameter 13: Consider Inactive Percentage (Optional) - true/false to match inactive percentages (default: false)

Parameter 14: Consider Remarks (Optional) - true/false to match remarks/notes (default: false)

Parameter 15: Apply Only If Query Applicable (Optional) - Conditional execution query

select case when {details.item.item.code} in ('A','B') then 1 else 0 end

Database Tables Affected

  • Document Lines - Updates source line ID references for matched lines
  • Source Document Lines - Reads potential match candidates (read-only)
  • Item Master Data - Uses item references for matching (read-only)

Important Warnings

⚠️ Matching Strategy Logic

  • Always requires item ID match as base criteria
  • Additional parameters increase matching accuracy but reduce match probability
  • Uses "first match found" logic when multiple candidates exist
  • Preserves existing valid source line relationships

⚠️ Document Relationship Dependencies

  • Requires valid origin document or from document references
  • Only processes supply chain document types (BasicSCDocument)
  • Source documents must be accessible and committed
  • Lines without items are skipped

⚠️ Conditional Processing Impact

  • Query condition applied at line level before processing
  • Each line evaluated separately against condition
  • Non-matching lines are ignored completely
  • Complex conditions may impact performance

⚠️ Parameter Selection Guidelines

  • Start with minimal parameters to maximize match success
  • Add parameters incrementally based on business requirements
  • Too many parameters may prevent valid matches
  • Consider data quality when selecting matching criteria

⚠️ Existing Relationship Validation

  • Checks if current source line ID still matches criteria
  • Keeps existing relationships if they remain valid
  • Only changes relationships when current link is invalid
  • May not find replacement if existing link fails validation

⚠️ Data Consistency Impact

  • Changes affect document traceability and audit trails
  • May impact downstream processes relying on line relationships
  • Affects inventory tracking and cost allocation
  • Consider business workflow implications before execution

⚠️ Sales vs Purchase Person Logic

  • Parameter 7 considers both sales man and purchase man fields
  • Matches either field depending on document type
  • Ensure consistent person assignment across document types

Module: supplychain

Full Class Name: com.namasoft.modules.supplychain.domain.utils.plugnplay.EAGuessSourceLineIdByItem

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