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BabuJayaraman
January 18, 2024
Solved

Member formula - Account Type

  • January 18, 2024
  • 4 replies
  • 0 views

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

    Best answer by EricOsmanski

    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

    4 replies

    O
    Omkareshwar
    January 18, 2024

    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

     

     

    C
    CarlosAlvear
    January 18, 2024

    Hi Babu,

    To complement Omkareshwar's answer, an image of the AccountType object that you can find after clicking in "Objects"

    Good luck.

    Carlos


    Raevla_2-1705582408338.png

     


    Raevla_0-1705581981492.png

     

    E
    EricOsmanskiAnswer
    January 18, 2024

    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

    M
    Mike_Sabourin
    January 18, 2024
    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
    R
    RobbSalzmann
    January 18, 2024

    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

     

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