[EventRequest] Page 1702 "Deferral Schedule" - OnQueryClosePageOnBeforeCheckEarliestPostingDate

[magdya7]

Why do you need this change?

In Intellias we need to use custom calculation method for deferrals with posting dates equal to last date of the period (month).
In current functionality "OnQueryClosePage' on page 1702 "Deferral Schedule" has check for first posting date (EarliestPostingDate) that no way to change or skip .
Because of this we need new event "OnQueryClosePageOnBeforeCheckEarliestPostingDate" with IsHandled parameter with possibility to skip executing code in OnQueryClosePage and run custom code instead.

Describe the request

Add an integration event "OnQueryClosePageOnBeforeCheckEarliestPostingDate" with IsHandled parameter in OnQueryClosePage trigger in page 1702 "Deferral Schedule" to run custom code.

trigger OnQueryClosePage(CloseAction: Action): Boolean
    var
        DeferralHeader: Record "Deferral Header";
        DeferralLine: Record "Deferral Line";
        DeferralUtilities: Codeunit "Deferral Utilities";
        EarliestPostingDate: Date;
        RecCount: Integer;
        ExpectedCount: Integer;
        ShowNoofPeriodsError: Boolean;
        IsHandled: Boolean; //new
    begin
        // Prevent closing of the window if the sum of the periods does not equal the Amount to Defer
        if DeferralHeader.Get(Rec."Deferral Doc. Type",
             Rec."Gen. Jnl. Template Name",
             Rec."Gen. Jnl. Batch Name",
             Rec."Document Type",
             Rec."Document No.", Rec."Line No.")
        then begin
            Rec.CalcFields("Schedule Line Total");
            if Rec."Schedule Line Total" <> DeferralHeader."Amount to Defer" then
                Error(TotalToDeferErr);
        end;

        DeferralLine.SetRange("Deferral Doc. Type", Rec."Deferral Doc. Type");
        DeferralLine.SetRange("Gen. Jnl. Template Name", Rec."Gen. Jnl. Template Name");
        DeferralLine.SetRange("Gen. Jnl. Batch Name", Rec."Gen. Jnl. Batch Name");
        DeferralLine.SetRange("Document Type", Rec."Document Type");
        DeferralLine.SetRange("Document No.", Rec."Document No.");
        DeferralLine.SetRange("Line No.", Rec."Line No.");
        OnOnQueryClosePageOnAfterDeferralLineSetFilters(Rec, DeferralLine);

        RecCount := DeferralLine.Count();
        ExpectedCount := DeferralUtilities.CalcDeferralNoOfPeriods(Rec."Calc. Method", Rec."No. of Periods", Rec."Start Date");
        ShowNoofPeriodsError := ExpectedCount <> RecCount;
        OnOnQueryClosePageOnAfterCalcShowNoofPeriodsError(Rec, DeferralLine, ShowNoofPeriodsError);
        if ShowNoofPeriodsError then
            Rec.FieldError("No. of Periods");

        DeferralLine.SetFilter("Posting Date", '>%1', 0D);
        if DeferralLine.FindFirst() then begin
            OnQueryClosePageOnBeforeCheckEarliestPostingDate(Rec, DeferralLine, IsHandled); //new
            if not IsHandled then begin //new
                EarliestPostingDate := DeferralLine."Posting Date";
                if EarliestPostingDate <> DeferralHeader."Start Date" then
                    Error(PostingDateErr);
            end;
        end;
    end;

Event Signature:

[IntegrationEvent(false, false)]
local procedure OnQueryClosePageOnBeforeCheckEarliestPostingDate(DeferralHeader: Record "Deferral Header"; var DeferralLine: Record "Deferral Line"; var IsHandled: Boolean)
begin
    //new
end;

Internal work item: AB#635587

[AleksandricMarko]

Hi @magdya7,

Thanks for submitting this extensibility request. To help us process it efficiently, please update the issue to include the required information.

📚 Extensibility Guidelines

Missing Information:

• Performance Considerations: Please briefly confirm expected execution frequency and impact, for example whether this runs only when closing the deferral schedule page and whether subscriber logic will remain lightweight.
• Data Sensitivity Review: Please confirm whether only standard non-sensitive document and deferral fields are involved, or explain if any sensitive data exposure is expected.
• Multi-Extension Interaction: Please briefly describe whether you expect conflicts if multiple extensions subscribe to this IsHandled event and how that risk is acceptable or mitigated.

Please update the issue with the missing details. We'll automatically re-analyze once updated.

[magdya7]

Hi @AleksandricMarko

The subscriber runs only when closing the deferral schedule page, performs zero database reads and logic will remain lightweight. So performance impact is negligible.

Confirm, that only standard non-sensitive document and deferral fields are involved.

Conflict risk is acceptable . The current design has only one subscriber.

[AleksandricMarko]

Hi @magdya7,

Thanks for submitting this extensibility request. To help us process it efficiently, please update the issue to include the required information.

📚 Extensibility Guidelines

Missing Information:

• Alternatives Evaluated: Please describe which existing events, extension points, or non-IsHandled patterns you considered or tried for this scenario, and why they are insufficient before adding a new IsHandled event.

Please update the issue with the missing details. We'll automatically re-analyze once updated.

[magdya7]

Hi @AleksandricMarko,

We tried to achieve desired result by using 2 events that exist in OnOnQueryClosePage trigger.

1. Used event OnOnQueryClosePageOnAfterDeferralLineSetFilters - to add modified EarliestPostingDate check and set additional filters that lead to not find record in standard EarliestPostingDate check. As additional filter changed standard "No. of Periods" check will be incorrect. So also duplicated standard code from trigger after this event.
2. Used OnOnQueryClosePageOnAfterCalcShowNoofPeriodsError to set ShowNoofPeriodsError = false to not raise error. As due to filters in step 1 standard "No. of Periods" check will be incorrect.

This is solution has problems:

• If Code in OnOnQueryClosePage will be changed in next BC updates need to duplicate updated standard code if needed.
• Multilpy extensions can subscribe to event OnOnQueryClosePageOnAfterCalcShowNoofPeriodsError and change ShowNoofPeriodsError variable that can lead to errors.

[AleksandricMarko]

✅ Analysis complete - approved for implementation

---

Implementation:

Add a new integration event in the OnQueryClosePage trigger before the earliest posting date validation so extensions can override the standard check.

Location in OnQueryClosePage trigger:

        DeferralLine.SetFilter("Posting Date", '>%1', 0D);
        IsHandled := false;
        OnOnQueryClosePageOnBeforeCheckEarliestPostingDate(Rec, DeferralLine, IsHandled);
        if not IsHandled then
            if DeferralLine.FindFirst() then begin
                EarliestPostingDate := DeferralLine."Posting Date";
                if EarliestPostingDate <> DeferralHeader."Start Date" then
                    Error(PostingDateErr);
            end;

Event Publisher (add at the end of the page with other events):

    [IntegrationEvent(false, false)]
    local procedure OnOnQueryClosePageOnBeforeCheckEarliestPostingDate(DeferralHeader: Record "Deferral Header"; var DeferralLine: Record "Deferral Line"; var IsHandled: Boolean)
    begin
    end;

---

File: DeferralSchedule.Page.al