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BabuJayaraman
Jan 18, 2024 4:36 AM UTC
Solved

Member formula - Account Type

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

    EricOsmanskiAnswer
    Employee - Mentor
    Jan 18, 2024 2:36 PM UTC

    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

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    5 replies

    Omkareshwar
    Contributor
    Jan 18, 2024 7:44 AM UTC

    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
      Contributor
      Jan 18, 2024 12:54 PM UTC

      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

       

        Employee - Mentor
        EricOsmanskiEmployee - MentorAnswer
        Employee - Mentor
        Jan 18, 2024 2:36 PM UTC

        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

          Mike_Sabourin
          Mike_Sabourin
          Contributor
          Jan 18, 2024 5:21 PM UTC
          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
            Employee - Advisor
            RobbSalzmannEmployee - Advisor
            Employee - Advisor
            Jan 18, 2024 5:28 PM UTC

            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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