DIY Script

From eStream Software

Menu: Tools | DIY | SQL Control Center...

Introduction

This is Additional Module(DIY Script Module) which allow user to override or customise the SQL System.
The Language use is Pascal

DIY Script

Available Action/Event

Action/Event Description
OnOpen The script trigger On Open the Form (eg On Open the Sales Invoice Form)
OnClose The script trigger On Close/Exit the Form (eg on Exit Sales Invoice Form)
OnBeforeNew The script trigger before the build in New Button action execute.
OnAfterNew The script trigger after the build in New Button action Execute.
OnBeforeEdit The script trigger before the build in Edit Button action execute.
OnAfterEdit The script trigger after the build in Edit Button action Execute.
OnBeforeDelete The script trigger before the build in Delete Button action execute.
OnAfterDelete The script trigger after the build in Delete Button action Execute.
OnBeforeSave The script trigger before the build in Save Button action execute.
OnAfterSave The script trigger after the build in Save Button action Execute.
OnBeforeCancel The script trigger before the build in Cancel Button action execute.
OnAfterCancel The script trigger after the build in Cancel Button action Execute.
OnBeforePrint The script trigger before the build in Print or Preview Button action Execute.
OnGridBeforeInsert The script trigger before the build in + Button action Execute.
OnGridAfterInsert The script trigger after the build in + Button action Execute.
OnGridBeforePost The script trigger before post the current row record.
OnGridAfterPost The script trigger after post the current row record.
OnGridBeforeDelete The script trigger before the build in - Button action Execute.
OnGridAfteDelete The script trigger after the build in - Button action Execute.
OnGridBeforeCancel The script trigger before cancel the current row record.
OnGridAfterCancel The script trigger after cancel the current row record.
OnGridColumnValueChanged The script trigger on changes value in the current record.

Template.Tips-01.jpg
Commonly we only OnOpen, OnBeforeSave & OnGridColumnValueChanged Event


Template.Warning-01.jpg
Avoid use 2 same Event/Action in 1 Business Object (eg 2 OnOpen in Sales Invoice is NOT allow)

Example 1 - Get UDF & Do Calculation

Below is Example are doing following actions

  • Get UDF_Length & UDF_Width from Maintain Item UDF Fields
  • Do Calculation Qty := UDF_Length * UDF_Width * UDF_Rate

Last Script Update : 15 Jul 2017
Level : Basic

Steps - OnGridColumnValueChanged

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
DIYField-03.jpg
04. Select New Event
DIYScript-01.jpg
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnGridColumnValueChanged for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
DIYScript-02.jpg


09. Copy below script & paste to the Right Panel (Script Section)
OnGridColumnValueChanged Script
//var EditingField, Dataset :Variant;
var FComServer, lBizObj : Variant;
    cdsData : TClientDataSet;
 
function ComServer: Variant;
begin
  if FComServer = Null then begin
    FComServer := CreateOleObject('SQLAcc.BizApp');
  end;
  Result := FComServer;
end;
 
function CheckAvailFld(const lcds : TClientDataset; lFld: String): Boolean;
var findField: TField;
begin
  Result := False;
  findField := nil;
  findField := lcds.FindField(lFld);
  if Assigned(findField) then
    Result := not (findField.Calculated);
end;
 
procedure GetStockInfo;
var lSQL, lCode  : String;
begin
  FComServer := null;
  cdsData    := TClientDataSet.Create(nil); // Create & preparing Temporary Table
  try
    lCode := Dataset.FindField('ItemCode').AsString;     
    //Select All Maintain Item Fields
    lSQL  := Format('SELECT * FROM ST_ITEM WHERE Code=%s',[QuotedStr(lCode)]);
 
    cdsData.Data := ComServer.DBManager.Execute(lSQL); // Execute command & Load the result
  finally
    lBizObj    := null;
    FComServer := null;
  end;
end;
 
procedure AssignValue;
var i : integer;
   AFld : String;
begin
  for i:=0 to DataSet.FieldDefs.Count-1 do begin
    AFld := DataSet.FieldDefs.Items[i].Name;
    if Copy(AFld, 1, Length('UDF_')) = 'UDF_' then begin // Set UDF Value
      if CheckAvailFld(cdsData, AFld) then
        DataSet.FindField(AFld).AsString := cdsData.FindField(AFld).AsString;
    end;
  end;
end;

procedure Recalc;
begin
  // Below is doing calculation for Qty := UDF_Length * UDF_Width * UDF_Rate
  DataSet.FindField('Qty').AsFloat        := DataSet.FindField('UDF_Length').AsFloat *
                                             DataSet.FindField('UDF_Width').AsFloat *
                                             DataSet.FindField('UDF_Rate').AsFloat;  
end;
 
begin
  if SameText(EditingField, 'ItemCode') then begin // when selecting or change itemcode field
    try
      GetStockInfo; // Get UDF_Length & UDF_Width from Maintain Item
 
      AssignValue; // Set the Invoice detial UDF Fields from Maintain Item UDF Fields
 
      Recalc;
    finally
      cdsData.Free; // Free the temporary table after used
    end;
  end;
  
  if SameText(EditingField, 'UDF_Rate') then // when change UDF_Rate field 
    Recalc;
end.
10. Click Save button
----------------------------------------------------------------------------------------------------------------------------------------------------
Template.Warning-01.jpg
  • Avoid update below field in same time as will cause unlimited looping updating each other
- Qty
- UnitPrice
- TaxAmt
- Amount
----------------------------------------------------------------------------------------------------------------------------------------------------

Example 2 - Change Title Caption

Below is Example are doing following actions

  • Change the Sales Quotation Title to My Quotation

Last Script Update : 19 Oct 2015
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var L: TComponent;
Begin
  L := Self.FindComponent('lbQt'); // Find the original label
  if Assigned(L) then
    TcxLabel(L).Caption := 'My Quotation'; // Change the label Caption
end;
10. Click Save button

Example 3 - Get UDF From Maintain Customer

Below is Example are doing following actions

  • At Sales Invoice On Select Customer Code prompt UDF_MSG from Maintain Customer

Last Script Update : 20 Oct 2015
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var FComServer, lBizObj : Variant;
    M : TDataSource;
    C : TcxDBTextEdit;
    lCdsDataList: TClientDataSet;
    lSQL : String;

function ComServer: Variant;
begin
  if FComServer = Null then begin
    FComServer := CreateOleObject('SQLAcc.BizApp');
  end;
  Result := FComServer;
end;

procedure OnCompanyNameChanged(Sender: TObject);
var s      : string;
    AState : TDataSetState;
begin
  M         := TDataSource(Self.FindComponent('dsDocMaster')); 
  AState := M.DataSet.State;

  if (AState = dsInsert) or (AState = dsEdit)  then begin //Only Execute if in Edit or Insert Mode
    FComServer   := null;
    lCdsDataList := TClientDataSet.Create(nil);
  
    try
      lSQL := Format('SELECT UDF_MSG FROM AR_CUSTOMER WHERE Code= %s',[QuotedStr(M.DataSet.FindField('Code').AsString)]);
      lCdsDataList.Data := ComServer.DBManager.Execute(lSQL);

      s := lCdsDataList.FindField('UDF_MSG').AsString;
      if Trim(s) <> '' then
        MessageDlg(S, mtInformation, [mbOk], 0);
    finally
      FComServer := null;
      lCdsDataList.Free;
    end;
  end;
end;

begin
  C := TcxDBTextEdit(Self.FindComponent('edCompanyName'));
  if Assigned(C) then
   C.Properties.OnEditValueChanged := @OnCompanyNameChanged;
end.
10. Click Save button

Example 4 - Get Transfer Information - QT to IV

Below is Example are doing following action

  • Quotation direct Transfer to Invoice.
  • Get the Invoice number, Date & Qty which had transferred to Invoice in the Quotation and shown it below the Browse button

Last Script Update : 30 Oct 2015
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var FComServer, lBizObj : Variant;
    C : TComponent;
    T : TTimer;
    M, D : TDataSource;
    L1, L2, L3, L4, L5, L6 : TLabel;
    cdsTemp : TClientDataset;
    
function ComServer: Variant;
begin
  if FComServer = Null then 
    FComServer := CreateOleObject('SQLAcc.BizApp');
  Result := FComServer;
end;

procedure Setup;
begin
  T  := TTimer.Create(Self);
  L1 := TLabel.Create(self);
  L2 := TLabel.Create(self);
  L3 := TLabel.Create(self);
  L4 := TLabel.Create(self);
  L5 := TLabel.Create(self);
  L6 := TLabel.Create(self);
end;

procedure GetToDocInfo;
var lSQL, lDocKey, lDtlkey : String;
begin
  lDocKey := M.Dataset.FindField('Dockey').AsString;
  lDtlKey := D.Dataset.FindField('Dtlkey').AsString;
  FComServer := null;
  cdsTemp := TClientDataset.Create(nil);
  lSQL := Format('SELECT A.DocNo, A.DocDate, B.Qty FROM SL_IV A '+
                 'INNER JOIN SL_IVDTL B ON (A.Dockey=B.Dockey) ' +
                 'WHERE B.FromDockey=%s ' +
                 'AND B.FromDtlKey=%s ' +
                 'AND B.FromDocType=''QT'' ',[lDockey, lDtlkey]);

  try
    cdsTemp.Data := ComServer.DBManager.Execute(lSQL);
  finally
    FComServer := null;
  end;
end;

procedure OnTimer(Sender: TObject);
var AState : TDataSetState;
begin
  AState := M.DataSet.State;
  if AState = dsBrowse then begin
    GetToDocInfo;
    L2.Caption := '';
    L4.Caption := '';
    L6.Caption := '';
    try
      L2.Caption := cdsTemp.FindField('DocNo').AsString;
      if Trim(cdsTemp.FindField('DocDate').AsString) <> '' then
        L4.Caption := FormatDateTime('dd/MM/yyyy', cdsTemp.FindField('DocDate').AsDateTime);
      L6.Caption := FormatCurr('#,0.00;-#,0.00', cdsTemp.FindField('Qty').AsFloat); 
    finally
      cdsTemp.Free;
    end;
  end;
  
end;

begin
  M    := TDataSource(Self.FindComponent('dsDocMaster'));
  D    := TDataSource(Self.FindComponent('dsDocDetail'));
      
  C := Self.FindComponent('frDataSetButton1');  
  if Assigned(C) then begin
    T.Enabled  := True;
    T.Interval := 1000; // = Update every 1 second
    T.OnTimer  := @OnTimer;  
   
    with L1 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 200;
      Caption    := 'Invoice No';
      Font.Color := clBlue;
      Font.Style := [fsBold];
    end;    
    with L2 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 215;
      Caption    := 'DocNo';
      Font.Color := clBlue;
      Font.Style := [fsBold];
    end;

    with L3 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 240;
      Caption    := 'IV Date';
      Font.Color := clGreen;
      Font.Style := [fsBold];
    end;
    with L4 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 255;
      Caption    := 'Date';
      Font.Color := clGreen;
      Font.Style := [fsBold];
    end;

    with L5 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 280;
      Caption    := 'XF Qty';
      Font.Color := clRed;
      Font.Style := [fsBold];
    end;
    with L6 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 295;
      Caption    := 'Qty';
      Font.Color := clRed;
      Font.Style := [fsBold];
    end;      
  end;   
end.
10. Click Save button

Example 5 - Only Enable Some of the field on Click Edit by User

Below is Example are doing following action in Sales Cash Sales

  • Set all Field to Read Only at Header except Agent, DocNo, DocRef1, DocNoEx & UDF_Expired
  • Set all Detail Field to Read Only except Description & Account Field

Remember to Enable Back by Disable the GetAuthorised (see below) Script & Insert it to OnBeforeNew script
Cons : It will be delay about 1 to 2 sec. after click Edit & New button

Last Script Update : 03 Nov 2015
Level : Advance

Steps - OnBeforeEdit & OnBeforeNew

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Cash Sales
03. Right Click the Sales Cash Sales
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeEdit for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeEdit Script
var lAST : Boolean;
    i : integer;
    C : TWinControl;
    S : TStringList;
    gvDocDetail: TcxGridDBTableView;
    DBNavDetail : TDBNavigator;
    btnMoveUp, btnMoveDown : TSpeedButton;
    M : TDataSource;
    FComServer, lBizObj : Variant;

function ComServer: Variant;
begin
  if FComServer = Null then begin
    FComServer := CreateOleObject('SQLAcc.BizApp');
  end;
  Result := FComServer;
end;

procedure GetAuthorised;
var cdsTemp : TClientDataset;
    lSQL : String;
begin
  FComServer := null;
  cdsTemp := TClientDataset.Create(nil);
  lSQL := Format('SELECT UDF_AllowEdit FROM SY_USER WHERE Code=%s',[QuotedStr(CurrentUser)]);

  try
    cdsTemp.Data := ComServer.DBManager.Execute(lSQL);
    if cdsTemp.RecordCount > 0 then
      lAST := cdsTemp.FindField('UDF_AllowEdit').Value = 1;
  finally
    cdsTemp.Free;
    FComServer := null;
  end;
      
end;

begin
  lAST := True; // Default All Enable
  M    := TDataSource(Self.FindComponent('dsDocMaster'));
  gvDocDetail := TcxGridDBTableView(self.FindComponent('gvDocDetail'));
  DBNavDetail := TDBNavigator(self.FindComponent('DBNavDetail'));
  btnMoveUp   := TSpeedButton(self.FindComponent('btnMoveUp'));
  btnMoveDown := TSpeedButton(self.FindComponent('btnMoveDown'));
  S := TStringList.Create;
  try
    GetAuthorised; // Just Disable/Delete this line for OnBeforeNew script
    {$Region 'Lock by Component'}
    S.Add('edDocDate');
    S.Add('edCustomer');
//    S.Add('edAgent');
    S.Add('edTerms');
    S.Add('edCompanyName');
    S.Add('edCurrencyRate');
//    S.Add('edDocNo');
//    S.Add('edDocRef1');
//    S.Add('edDocNoEx');
    S.Add('edAddress1');
    S.Add('edAddress2');
    S.Add('edAddress3');
    S.Add('edAddress4');
    S.Add('edNextDocNo');
    S.Add('edDocDescription');
    S.Add('edD_Amount');
    S.Add('pnlDeposit');

    for i := 0 to S.Count - 1 do begin
     C := TWinControl(Self.FindComponent(S[i]));
     if Assigned(C) then C.Enabled := lAST;
    end;                             
    
    DBNavDetail.Visible      := lAST;
    btnMoveUp.Visible        := lAST;
    btnMoveDown.Visible      := lAST;    
    {$EndRegion}
    
    {$Region 'Lock Detail'}
    for i := 0 to gvDocDetail.ColumnCount -1 do begin
//    if (gvDocDetail.Columns[i].Caption <> 'Item Code') and
      if (gvDocDetail.Columns[i].Caption <> 'Description') and
       (gvDocDetail.Columns[i].Caption <> 'Account') then
       gvDocDetail.Columns[i].Options.Editing := lAST;   
    end;
    {$EndRegion}
    
    {$Region 'Lock by Dataset'}
    M.DataSet.FindField('Project').ReadOnly      := not lAST;
    M.DataSet.FindField('Area').ReadOnly         := not lAST;
    M.DataSet.FindField('Validity').ReadOnly     := not lAST;
    M.DataSet.FindField('DeliveryTerm').ReadOnly := not lAST;
    M.DataSet.FindField('CC').ReadOnly           := not lAST;
    M.DataSet.FindField('DocRef2').ReadOnly      := not lAST;
    M.DataSet.FindField('DocRef3').ReadOnly      := not lAST;
    M.DataSet.FindField('DocRef4').ReadOnly      := not lAST;
    M.DataSet.FindField('BranchName').ReadOnly   := not lAST;
    M.DataSet.FindField('DAddress1').ReadOnly    := not lAST;
    M.DataSet.FindField('DAddress2').ReadOnly    := not lAST;
    M.DataSet.FindField('DAddress3').ReadOnly    := not lAST;
    M.DataSet.FindField('DAddress4').ReadOnly    := not lAST;
    M.DataSet.FindField('DAttention').ReadOnly   := not lAST;
    M.DataSet.FindField('DPhone1').ReadOnly      := not lAST;
    M.DataSet.FindField('DFax1').ReadOnly        := not lAST;
    M.DataSet.FindField('Attention').ReadOnly    := not lAST;
    M.DataSet.FindField('Phone1').ReadOnly       := not lAST;
    M.DataSet.FindField('Fax1').ReadOnly         := not lAST;
    M.DataSet.FindField('UDF_Expired').ReadOnly  := not lAST;
    {$EndRegion}
  finally
    S.Free;
  end;
end.
10. Click Save button

Example 6 - Calculate Age between 2 date

Below is Example are doing following actions

  • Do Calculation UDF_Age := UDF_DateTo - UDF_DateFrom

Last Script Update : 19 Nov 2015
Level : Basic

Steps - OnGridColumnValueChanged

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnGridColumnValueChanged for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnGridColumnValueChanged Script
begin
  if SameText(EditingField, 'UDF_DateFrom') OR // when selecting or change UDF_DateFrom field
     SameText(EditingField, 'UDF_DateTo') then begin // when change UDF_DateTo field
     DataSet.FindField('UDF_Age').AsFloat := DataSet.FindField('UDF_DateTo').AsDateTime -
                                             DataSet.FindField('UDF_DateFrom').AsDateTime;
  end;
end.
10. Click Save button

Example 7 - Simple DropDown Selection List

Below is Example are doing following actions

  • Create Label
  • Create a drop down list at Maintain Customer for UDF_SearchKey

Last Script Update : 24 Nov 2015
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Customer
03. Right Click the Customer
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var M, dsSearchKey : TDatasource;
    cdsSearchKey : TClientDataSet;
    edCompanyCategory, edSearchKey : TcxDBExtLookupComboBox;
    gvSearchKey : TcxGridDBTableView;
    grGrid1 : TcxGrid;
    lbSearchKey : TLabel;

procedure Setup;
begin
  cdsSearchKey := TClientDataset.Create(nil); 
end;

procedure TearDown;
begin
  cdsSearchKey.Free;
end;

procedure CreateTable;
begin
  with cdsSearchKey.FieldDefs do
    begin
      Add('Description', ftString,  50, False);
    end;
  cdsSearchKey.CreateDataSet;
    
  grGrid1     := TcxGrid.Create(nil);
  gvSearchKey := TcxGridDBTableView.Create(grGrid1);
  dsSearchKey := TDataSource.Create(nil);    
  with grGrid1 do begin
    Parent  := nil;
    Visible := False;
  end;

  with grGrid1.Levels.Add do begin
    Caption  := 'SearchKeyGrid';
    GridView := TcxCustomGridView(gvSearchKey);
  end;
  with gvSearchKey.CreateColumn do begin
    Caption               := 'Description';
    DataBinding.FieldName := 'Description';
    HeaderAlignmentHorz   := taCenter;
    Options.IncSearch     := False;
  end;
  dsSearchKey.DataSet          := cdsSearchKey;
  with gvSearchKey do begin
    OptionsCustomize.ColumnFiltering := False;
    DataController.DataSource   := dsSearchKey;
    OptionsView.Footer          := True;
    OptionsView.ColumnAutoWidth := True;
    OptionsView.GroupByBox      := False;
//    ApplyBestFit(nil);//Optional
  end;
  with gvSearchKey.DataController.Summary do begin
    BeginUpdate;
    try
      with TcxGridDBTableSummaryItem(FooterSummaryItems.Add) do begin
        Column   := gvSearchKey.GetColumnByFieldName('Description');
        Position := spFooter;
        Kind     := skCount;
        Format   := 'Count = #';
      end;
    finally
      EndUpdate;
    end;
  end;    
end;

procedure AddcdsSearchKey(const lDesc : String);
begin
  cdsSearchKey.Append;
  cdsSearchKey.FieldValues['Description'] := lDesc;
  cdsSearchKey.Post; 
end;

begin
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  edCompanyCategory := Self.FindComponent('edCompanyCategory') as TcxDBExtLookupComboBox;
  edSearchKey := TcxDBExtLookupComboBox.Create(edCompanyCategory);
  lbSearchKey := TLabel.Create(edCompanyCategory);

  CreateTable;
  AddcdsSearchKey('Salesman');
  AddcdsSearchKey('Dummy');
  AddcdsSearchKey('Normal Outlet');
                                   
  with lbSearchKey do begin // Create Label
    Parent  := edCompanyCategory.Parent;
    Left    := edCompanyCategory.Left + edCompanyCategory.Width + 35;
    Top     := edCompanyCategory.Top +3;
    Caption := 'Search key :';    
  end;
  
  with edSearchKey do begin // Create Drop List
    Parent  := edCompanyCategory.Parent;
    Left    := edCompanyCategory.Left + edCompanyCategory.Width + 100;
    Top     := edCompanyCategory.Top;
    Name    := 'edSearch';
    DataBinding.DataSource       := M;
    DataBinding.DataField        := 'UDF_SearchKey';
    Properties.View              := gvSearchKey; // Set Drop view
    Properties.KeyFieldNames     := 'Description'; // Field Name to set for DataBinding.DataField
    Properties.ListFieldItem     := gvSearchKey.GetColumnByFieldName('Description'); // Search by Description
    Properties.DropDownListStyle := lsFixedList;
    Properties.ImmediatePost     := True; 
  end;
end.
10. Click Save button

Example 8 - Auto Add Service Charge

Below is Example are doing following actions

  • Auto Append ItemCode SERVICE
  • Do Calculation for ItemCode SERVICE UnitPrice := Total Doc Amount (Excluding GST) * 0.1 & Round to 2 decimal point

Last Script Update : 12 Mar 2016
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var D : TDataSource;
    ODocAmt : Variant;

procedure DelOldRecord;
begin
  ODocAmt := 0.00;
  D.DataSet.DisableControls;
  try 
    D.DataSet.First;
    while not D.DataSet.Eof do begin
      if D.DataSet.FindField('ItemCode').AsString = 'SERVICE' then
        D.DataSet.Delete
      else
      if D.DataSet.FindField('ItemCode').AsString <> 'RTN5Cents' then // To Excluding 5 Cents rounding
        ODocAmt := ODocAmt + D.DataSet.FindField('Amount').AsFloat; // To Get Total DocAmt before GST
      D.DataSet.Next;
    end; 
  finally
    D.DataSet.EnableControls;
  end;  
end;

begin
  D := TDataSource(Self.FindComponent('dsDocDetail'));

  DelOldRecord;

  with D.DataSet do begin        
    Append;
    FindField('ItemCode').AsString     := 'SERVICE';
    FindField('UnitPrice').Value       := SimpleRoundToEx(ODocAmt * 0.1, -2); 
    FindField('Disc').AsString         := '';
    FindField('Transferable').AsString := 'F';
    Post;
  end; 
end.
10. Click Save button

Example 9 - Auto Click Profit Estimator Button

Below is Example are doing following actions

  • Auto Click the Profit Estimator button

Last Script Update : 02 Dec 2015
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var btnProfit : Tcxbutton;
              
begin
  btnProfit  := Tcxbutton(Self.FindComponent('BtnProfitEstimator')); 
  
  if Assigned(btnProfit) then
    btnProfit.Click;   
end.
10. Click Save button

Example 10 - Simulate build-in Calculation using UDF Fields

Below is Example are doing following actions

  • Get Discount Amount
  • Get Tax Amount
  • Do Calculation Amt := (UDF_UnitPrice*UDF_Qty)-UDF_Disc)*(TaxRate)

Last Script Update : 03 Sep 2016
Level : Basic

Steps - OnGridColumnValueChanged

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnGridColumnValueChanged for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnGridColumnValueChanged Script
function GetDiscountedValue(AValue: Variant; Discount: string): Variant;
var lStrLst: TStringList;
    S: string;
    I: Integer;
begin
  Result  := Null;
  lStrLst := TStringList.Create;
  try
    try
      lStrLst.Delimiter := '&';
      lStrLst.DelimitedText := Trim(StringReplace(Trim(Discount), '+', '&', [rfReplaceAll]));
      for I := 0 to lStrLst.Count - 1 do
      begin
        S := Trim(lStrLst.Strings[I]);
        if S[Length(S)] = '%' then
        begin
          S := Trim(Copy(S, 1, Length(S) - 1));
          AValue := AValue * ((100 - StrToFloat(S)) / 100);
        end
        else
          AValue := AValue - StrToFloat(S);
      end;
      Result := AValue;
    except
      RaiseException(ExceptionType, 'Discount formatting error ');
    end;
  finally
    lStrLst.Free;
  end;
end;

function GetTaxedValue(AValue: Variant; lTaxRate: string): Variant;
var lStrLst: TStringList;
    S: string;
    I: Integer;
begin
  Result  := Null;
  lStrLst := TStringList.Create;
  try
    try
      lStrLst.Delimiter := '&';
      S := Trim(StringReplace(lTaxRate, '+', '&', [rfReplaceAll])); //Change + to &
      lStrLst.DelimitedText := Trim(StringReplace(s, 'E', '', [rfReplaceAll])); //Remove the E
      for I := 0 to lStrLst.Count - 1 do
      begin
        S := Trim(lStrLst.Strings[I]);
        if S[Length(S)] = '%' then
        begin
          S := Trim(Copy(S, 1, Length(S) - 1));
          AValue := AValue * ((StrToFloat(S)) / 100);
        end;
      end;
      Result := AValue;
    except
      RaiseException(ExceptionType, 'Tax Rate formatting error ');
    end;
  finally
    lStrLst.Free;
  end;
end;

procedure RecalcFormula;
var lAmt, lDisc, lTax : Variant;
begin
  lAmt := SimpleRoundToEx(DataSet.FindField('UDF_Qty').AsFloat *
                          DataSet.FindField('UDF_UnitPrice').AsFloat, -2);
  lDisc := SimpleRoundToEx(GetDiscountedValue(lAmt, DataSet.FindField('UDF_Disc').AsString), -2); //lAmt - UDF_Disc
  lTax  := SimpleRoundToEx(GetTaxedValue(lDisc, DataSet.FindField('TaxRate').AsString), -2); //TaxAmt
  DataSet.FindField('TaxAmt').AsFloat := lTax;
  DataSet.FindField('Amount').AsFloat := lDisc;
end;

begin
  if SameText(EditingField, 'UDF_Qty') or
     SameText(EditingField, 'UDF_UnitPrice') or
     SameText(EditingField, 'UDF_DISC') or
     SameText(EditingField, 'Tax') then
     RecalcFormula;
end.
10. Click Save button

Example 11 - Auto Click Edit, Save & Browse Button

Below is Example are doing following actions

  • Select Record at Grid
  • Auto Click Browse button
  • Auto Click Edit button
  • Auto Click Save button
  • Auto Click Browse button

Last Script Update : 26 Aug 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
//Batch Edit Save Record(s)
var C : TComponent;
    B, BtnSave, BtnEdit, BtnBrowse : TcxButton;
    G : TDatasource;
    A : TWinControl;

procedure OnClick(Sender: TObject);
var i : integer;
   Time: TDateTime;
begin
  try
    i:= 0;
    Time := now;
    G.DataSet.First;
    while not G.DataSet.Eof do begin
      i := i + 1;
      Self.Caption := Format('%s of %s', [IntToStr(i), IntToStr(G.DataSet.RecordCount)]);
      BtnBrowse.Click;
      BtnEdit.Click;
      BtnSave.Click;
      BtnBrowse.Click;
      G.DataSet.Next;
    end;
  finally
  Time := Now - Time;
  MessageDlg(Format('Done [Elapsed Time: %s ]',[FormatDateTime ('hh:nn:ss:zzz', Time)]),
             mtInformation, [mbOk], 0);
  end;
end;

Begin
  C := Self.FindComponent('frDataSetButton1');
  G := TDataSource(Self.FindComponent('dsGrid'));
  
  BtnSave   := TcxButton(C.FindComponent('btnSave'));
  BtnEdit   := TcxButton(C.FindComponent('btnEdit'));
  BtnBrowse := TcxButton(C.FindComponent('btnViewDetail'));
  
  if Assigned(C) then
    B         := TcxButton.Create(Self);
    B.Parent  := TwinControl(c);
    B.width   := BtnBrowse.Width;
    B.Top     := BtnBrowse.Top + BtnBrowse.Height + 5;
    B.Left    := BtnBrowse.Left;
    B.Height  := BtnBrowse.Height;
    B.Caption := 'Start';
    B.OnClick := @OnClick;
end.
10. Click Save button

Example 12 - Get Current User Name and Current Working Date

Below is Example are doing following actions

  • Set Current Login User ID & Current Working Date to UDF

Last Script Update : 22 Dec 2015
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var M : TDataSource;
begin
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  
  with M.DataSet do begin
    if FindField('DocNo').AsString = '<<New>>' then begin // Check is New Doc
      FindField('UDF_CreatedBy').AsString := CurrentUser; 
      FindField('UDF_CreatedDate').Value := CurrentWorkingDate; 
    end;
  end;  
end;
10. Click Save button

Example 13 - Get Excel Data

Below is Example are doing following actions

  • Get Data from Excel & append to detail

Last Script Update : 14 Jan 2016
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
// Import excel to detail - about 2 sec per record
var xlApp, xlSheet: Variant;
    AXLSFile: String;
    btnImport   : TcxButton;
    btnMoveDown : TSpeedButton;
    M, D : TDataSource;
    
function GetSheet(const AWb,AWs: Variant): Variant;
begin
  try
    Result := AWb.Worksheets[AWs];
  except
    RaiseException(ExceptionType, 'Selected workbook does not contained worksheet ' +
                   #13#10+ QuotedStr(AWs) + '. Please select another excel workbook!');
  end;
end;

procedure ImportData;
var r : integer;
begin
  xlSheet := GetSheet(xlApp.Workbooks[1], 'Sheet1');
  if not VarIsEmpty(xlSheet) then begin
    for r:= 2 to xlSheet.UsedRange.Rows.Count do begin //Start from Row 2
      with D.Dataset do begin  //xlSheet.Cells[row,column].Value
        Append;
        FindField('Itemcode').AsString    := xlSheet.Cells[r,1].Value;
        FindField('Description').AsString := xlSheet.Cells[r,2].Value;
        FindField('Qty').AsFloat          := xlSheet.Cells[r,3].Value;
        FindField('UnitPrice').AsFloat    := xlSheet.Cells[r,5].Value;
        Post; 
      end;
    end;
  end;
end;

procedure GetExcel;
begin
  try
    if not VarIsEmpty(xlApp) then xlApp := Null;
    xlApp := CreateOleObject('Excel.Application');
  except
    RaiseException(ExceptionType, 'Microsoft Excel was not present or installed at this machine!' +
                   #13#10+ 'Please install Microsoft Excel before executing this script!' #13#13
                   '(Error ' + QuotedStr(UpperCase(ExceptionParam)) + ' occured!)');
  end;

  if PromptForFileName(AXLSFile, 'Microsoft Office Excel File(*.xls)|*.xls', 'xls', 'Open', '', False) then begin
    xlApp.WorkBooks.Open(AXLSFile);
    xlApp.ScreenUpdating := False;
    try
      ImportData;
    finally
      xlApp.ScreenUpdating := True;
      xlApp.DisplayAlerts := False;
      xlApp.Workbooks.Close;
      if not VarIsEmpty(xlApp) then xlApp.Quit;
      xlApp := Null;
    end;
  end;  
end;

procedure btnImportSOClick(Sender: TObject);
var AState : TDataSetState;
begin
  AState := M.DataSet.State;
  if (AState = dsInsert) or (AState = dsEdit)  then
    GetExcel;
end;

begin
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  D := TDataSource(Self.FindComponent('dsDocDetail'));
  btnMoveDown := TSpeedButton(Self.FindComponent('BtnMoveDown'));
  
  if Assigned(btnMoveDown) then
  begin
    btnImport := TcxButton.Create(btnMoveDown);
    with btnImport do begin
      Parent  := btnMoveDown.Parent;
      Top     := btnMoveDown.Top;
      Height  := btnMoveDown.Height;
      Left    := btnMoveDown.Left + btnMoveDown.Width + 95;
      Width   := 120;
      Caption := '&1. Get Excel Data';
      OnClick := @btnImportSOClick;
    end;
  end;
end.
10. Click Save button

Example 14 - Copy To & Paste From Clipboard

Below is Example are doing following actions

  • Copy string to Clipboard
  • Paste from Clipboard

Last Script Update : 14 Jan 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var btnProfit, btnCopy, btnPaste  : TcxButton;
    lCB : TClipBoard;
    s : string;

procedure OnCopyClick(Sender: TObject);
begin
  lCB := ClipBoard;
  s := 'Copy to the Clipboard and From The ClipBoard :) ';
  MessageDlg('Copy To ClipBoard Done!', mtInformation, [mbOk], 0);
  lCb.AsText := s; //lCB.AsText := cdsOSBOM.XMLData; if using TClientDataSet;
end;

procedure OnPasteClick(Sender: TObject);
begin
  lCB := ClipBoard;
  s := lCB.AsText; //cdsTemp.XMLData := lCB.AsText; if using TClientDataSet;
  MessageDlg(s, mtInformation, [mbOk], 0);
end;

begin
  btnProfit := TcxButton(Self.FindComponent('BtnProfitEstimator'));
  btnPaste  := TcxButton.Create(self);
  btnCopy   := TcxButton.Create(self);
  if Assigned(btnProfit) then begin
    with btnCopy do begin
      Parent  := btnProfit.Parent;
      Top     := btnProfit.Top;
      Height  := btnProfit.Height;
      Left    := btnProfit.Left + btnProfit.Width + 3;
      Width   := btnProfit.Width;
      Caption := 'Copy ClipBoard';
      OnClick := @OnCopyClick;
    end;
    with btnPaste do begin
      Parent  := btnProfit.Parent;
      Top     := btnProfit.Top;
      Height  := btnProfit.Height;
      Left    := btnProfit.Left + (btnProfit.Width*2) + 6;
      Width   := btnProfit.Width;
      Caption := 'Paste ClipBoard';
      OnClick := @OnPasteClick;
    end;
  end;
end.
10. Click Save button

Example 15 - Get CSV/TXT Data

Below is Example are doing following actions

  • Get Data from CSV/TXT & append to detail

Last Script Update : 14 Jan 2016
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var MasterList : TStringList;
    btnImport   : TcxButton;
    btnMoveDown : TSpeedButton;
    M, D : TDataSource;
    
function ValueOfDelimitedStr(const AStr: string; const AIndex: integer): string;
var S: TStringList;
begin
  S := TStringList.Create;
  try
    S.Delimiter     := ',';
    S.DelimitedText := AStr;
    if AIndex < S.Count then Result := Trim(S[AIndex])
    else Result := '';
  finally
    S.Free;
  end;
end;

procedure GetCSV;
var lFileName, lFilter : string;
    var i : integer;
begin
  MasterList := TStringList.Create;
  lFilter := 'Texts Files (*.txt, *.csv)|*.txt;*.csv|All Files (*.*)|*.*';
  try
    if PromptForFileName(lFileName, lFilter, 'txt', 'Open...', '.', False) then begin
      MasterList.LoadFromFile(lFileName);    
      with D.Dataset do begin  
        for i:= 0 to MasterList.Count -1 do begin 
          Append;
          FindField('Itemcode').AsString    := ValueOfDelimitedStr(MasterList[i], 0); //Get column 1
          FindField('Description').AsString := ValueOfDelimitedStr(MasterList[i], 1); //Get column 2
          FindField('Qty').AsFloat          := StrToFloat(ValueOfDelimitedStr(MasterList[i], 2));
          FindField('UnitPrice').AsFloat    := StrToFloat(ValueOfDelimitedStr(MasterList[i], 4));
          Post;
        end; 
      end;        
    end;    
  finally
    MasterList.Free;
  end;
end;

procedure btnImportSOClick(Sender: TObject);
var AState : TDataSetState;
begin
  AState := M.DataSet.State;
  if (AState = dsInsert) or (AState = dsEdit)  then
    GetCSV;
end;

begin
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  D := TDataSource(Self.FindComponent('dsDocDetail'));
  btnMoveDown := TSpeedButton(Self.FindComponent('BtnMoveDown'));
  
  if Assigned(btnMoveDown) then
  begin
    btnImport := TcxButton.Create(btnMoveDown);
    with btnImport do begin
      Parent  := btnMoveDown.Parent;
      Top     := btnMoveDown.Top;
      Height  := btnMoveDown.Height;
      Left    := btnMoveDown.Left + btnMoveDown.Width + 95;
      Width   := 120;
      Caption := '&1. Get CSV Data';
      OnClick := @btnImportSOClick;
    end;
  end;
end.
10. Click Save button

Example 16 - Set Default Filtering For Sales Report

Below is Example are doing following actions

  • Filter by Agent in Sales Document Listing
  • Disable Selection for Agent

Last Script Update : 02 Feb 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Document Listing
03. Right Click the Sales Document Listing
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
//Customer
//- Customer Document Listing - Panel1, Panel3
//- Customer Balance Report - Panel1
//- Customer Due Listing - Panel1, Panel2
//- Customer Aging - Panel2
//- Customer Statement - Panel3
//- Customer Post Dated Cheque Listing - Panel3
//- Customer Analysis by Document - Panel2
//- Customer Sales & Collection Analysis - Panel2

//Supplier
//- Supplier Document Listing - Panel1, Panel3
//- Supplier Balance Report - Panel2
//- Supplier Due Listing - Panel1, Panel2
//- Supplier Aging - Panel2
//- Supplier Statement - Panel2
//- Supplier Post Dated Cheque Listing - Panel3
//- Supplier Analysis by Document - Panel2
//- Supplier Purchase & Payment Analysis - Panel1

//Sales
//- Yearly Sales Analysis - pnParam 
//- Sales Price History - pnParam1
//- Sales Picking List - pnParam
//- Outstanding Sales Doc Listing - pnParam
//- Sales Document Listing - pnParam
//- Sales Analysis By Document - pnParam

//Purchase
//- Yearly Purchase Analysis - Panel1
//- Purchase Price History - pnParam1
//- Outstanding Purchase Doc Listing - pnParam
//- Purchase Document Listing - pnmParam
//- Purchase Analysis By Document - pnParam1

var C: TWinControl;
    L : TStringList;
begin
  C := Self.FindComponent('pnParam') as TWinControl;
  C := C.FindChildControl('edAgent_Panel') as TWinControl;
  L := TStringList.Create;
  try
    if C <> nil then C.Enabled := False; // Disable Selection
    C := TWinControl(C).FindChildControl('edAgent_Edit') as TWinControl;      
    L.Add('NF');
    L.Add('LF');
    (C as TControl).SetTextBuf(L.CommaText);// For Multi Records 
//    (C as TControl).SetTextBuf('LF');// For 1 record
  finally
    L.Free;
  end;
end.
10. Click Save button

Example 17 - Copy RefCost to UDF At Maintain Item

Below is Example are doing following actions

  • Set UDF_CommCost := RefCost * 1.1 (round to 2 decimal)

Last Script Update : 03 Mar 2016
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Stock Item
03. Right Click the Stock Item
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var M  : TDataSet;
begin
  M := TDataSource(Self.FindComponent('dsAccess')).Dataset;
  
  M.FindField('UDF_CommCost').AsFloat := SimpleRoundToEx(M.FindField('RefCost').AsFloat*1.1, -2); 
end.
10. Click Save button

Example 18 - Recalculate Formula Done at OnGridColumnValueChanged Script for Transferred Document

Below is Example are doing following actions

  • Recalculate the Formula Done at OnGridColumnValueChanged
  • Copy Original fields (eg Qty) to UDF fields for Transfer Items
  • Copy UDF fields (eg UDF_Qty) to Original fields for Non Transfer Items

Last Script Update : 12 Mar 2016
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var FComServer, lBizObj,
    VA, VD : Variant;
    D : TDataSource;
    i : Integer;
    
function ComServer: Variant;
begin
  if FComServer = Null then 
    FComServer := CreateOleObject('SQLAcc.BizApp');
  Result := FComServer;
end;
      
function GetDiscountedValue(AValue: Variant; Discount: string): Variant;
var lStrLst: TStringList;
    S: string;
    I: Integer;
begin
  Result  := Null;
  lStrLst := TStringList.Create;
  try
    try
      lStrLst.Delimiter := '&';
      lStrLst.DelimitedText := Trim(StringReplace(Trim(Discount), '+', '&', [rfReplaceAll]));
      for I := 0 to lStrLst.Count - 1 do
      begin
        S := Trim(lStrLst.Strings[I]);
        if S[Length(S)] = '%' then
        begin
          S := Trim(Copy(S, 1, Length(S) - 1));
          AValue := AValue * ((100 - StrToFloat(S)) / 100);
        end
        else
          AValue := AValue - StrToFloat(S);
      end;
      Result := AValue;
    except
      RaiseException(ExceptionType, 'Discount formatting error ');
    end;
  finally
    lStrLst.Free;
  end;
end;
          
begin
  D := TDataSource(Self.FindComponent('dsDocDetail'));
  i := 0;
  D.Dataset.First;
  D.Dataset.DisableControls;
  try
    with D.Dataset do begin      
      while not Eof do begin
        inc(i);
        VD  := FindField('Disc').AsString;      
        Edit;
        FindField('SEQ').Value := i; //To make sure the SEQ field is correct...
        if Trim(FindField('FromDocType').AsString) = '' then begin // Copy UDF to Original Fields
          FindField('Qty').AsFloat       := FindField('UDF_Qty').AsFloat;
          FindField('SQty').AsFloat      := FindField('Rate').AsFloat * FindField('UDF_Qty').AsFloat;
          FindField('UnitPrice').AsFloat := FindField('UDF_UnitPrice').AsFloat;
        end else begin // Copy Original Qty to UDF
          FindField('UDF_Qty').AsFloat       := FindField('Qty').AsFloat;        
          FindField('UDF_UnitPrice').AsFloat := FindField('UnitPrice').AsFloat;
        end;
        FindField('Disc').AsString  := VD;
        //Example Formula Data at OnGridColumnValueChanged Script - begin
        VA := SimpleRoundToEx(FindField('UDF_ExcRate').AsFloat *
                              FindField('UDF_Qty').AsFloat *
                              FindField('UDF_UnitPrice').AsFloat, -2);
        D.Dataset.EnableControls;
        FindField('Amount').AsFloat := SimpleRoundToEx(GetDiscountedValue(VA, FindField('Disc').AsString), -2);        
        //Example Formula Data at OnGridColumnValueChanged Script - End
        Post;
        Next;
      end;      
    end;
  finally
    D.Dataset.EnableControls;
  end;  
end.
10. Click Save button

Example 19 - Hide Stock Opening Grid In Maintain Item

Below is Example are doing following actions

  • Hide the Grid & Navigator Button for Opening Balance

Last Script Update : 13 Apr 2016
Level : Basic

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Stock Item
03. Right Click the Stock Item
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
//UOM - DBNavUOM, grUOM
//Cust. Price - DBNavCustomerPrice, grCustomerPrice
//Supp. Price - DBNavSupplierPrice, grSupplierPrice
//BOM - DBNavBOM, grBOM
//Category - cxGrid1
//Alternative - DBNavAltStockItem, grAltStockItem
//Cust. Item - DBNavCustomerItem, grCustomerItem
//Supp. Item - DBNavSupplierItem, grSupplierItem
//Barcode - DBNavBarcode, grBarcode
var A, A1 : TWinControl;
begin
  A  := TWinControl(Self.FindComponent('grOpeningBalance'));
  A1 := TWinControl(Self.FindComponent('DBNavOpeningBalance'));

  A.Visible  := not (Assigned(A));
  A1.Visible := not (Assigned(A1));
end.
10. Click Save button

Example 20 - Export Data To Excel

Below is Example are doing following actions

  • Export Maintain Agent List to Excel

Last Script Update : 26 May 2016
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Agent
03. Right Click the Agent
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
// Export to excel
// Useful link http://www.programmershare.com/2572647/
var xlApp : Variant;
    AXLSFile: String;
    C : TComponent;
    B : TcxButton;
    M : TDataset;

procedure ExportData;
var r : integer;
begin
  M := TDataSource(Self.FindComponent('dsGrid')).Dataset;
  {$Region 'Header'}
    xlApp.Cells [1,1].Value:= 'DistributorID';
    xlApp.Cells [1,2].Value:= 'Region';
    xlApp.Cells [1,3].Value:= 'Area';
    xlApp.Cells [1,4].Value:= 'SalesmanCode';
    xlApp.Cells [1,5].Value:= 'SalesmanName';
  {$EndRegion}
  {$Region 'Data'}
  r := 1;
  M.First;
  while not M.Eof do begin
    inc(r);
    //xlSheet.Cells[row,column].Value
    xlApp.Cells [r,1].Value:= '123456';
    xlApp.Cells [r,2].Value:= '';
    xlApp.Cells [r,3].Value:= '';
    xlApp.Cells [r,4].Value:= M.FindField('Code').AsString;
    xlApp.Cells [r,5].Value:= M.FindField('Description').AsString;    
    M.Next;
  end;
  {$EndRegion}
end;
    
procedure btnExportExcelClick(Sender: TObject);
begin
  try
    if not VarIsEmpty(xlApp) then xlApp := Null;
    xlApp := CreateOleObject('Excel.Application');
  except
    RaiseException(ExceptionType, 'Microsoft Excel was not present or installed at this machine!' +
                   #13#10+ 'Please install Microsoft Excel before executing this script!' #13#13
                   '(Error ' + QuotedStr(UpperCase(ExceptionParam)) + ' occured!)');
  end;
  
  AXLSFile := 'Salesman';
  if PromptForFileName(AXLSFile, 'Microsoft Office Excel File(*.xls)|*.xls', 'xls', 'Save As', '', True) then begin
    xlApp.ScreenUpdating := False;
    try
      xlApp.WorkBooks.Add;
      xlApp.WorkBooks[1].WorkSheets[1];
      ExportData;
      xlApp.WorkBooks[1].SaveAs(AXLSFile, -4143);
      xlApp.ActiveWorkBook.Saved := True;
      MessageDlg('Done', mtInformation, [mbOk], 0); 
    finally
      xlApp.ScreenUpdating := True;
      xlApp.DisplayAlerts := False;
      xlApp.Workbooks.Close;
//      xlApp.Quit;
      if not VarIsEmpty(xlApp) then xlApp.Quit;
      xlApp := Null;
    end;
  end;
end;

begin
  C := Self.FindComponent('frDataSetButton1');
  if Assigned(C) then
    B         := TcxButton.Create(C);
    B.Parent  := TwinControl(c);
    B.width   := 66;
    B.Top     := 173;
    B.Left    := 6;
    B.Caption := '&1. Export';
    B.OnClick := @btnExportExcelClick;
end.
10. Click Save button

Example 21 - Change DocRef 1 Label

Below is Example are doing following actions

  • Change the Purchase Order DocRef1 Label to C.PO # :

Last Script Update : 03 Sep 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Purchase Order
03. Right Click the Purchase Order
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var C1, C2 : TComponent;
Begin
  C1 := Self.FindComponent('lbDocRef1');
  C2 := Self.FindComponent('lbTerms');
  if Assigned(C1) then begin
    TLabel(C1).Caption := 'C.PO # :';
    TLabel(C1).Left := TLabel(C2).Left;
  end;
end.
10. Click Save button

Example 22 - Add Click Button

Below is Example are doing following actions

  • Create 2 buttons at Sales Quotation
  • 1 at Beside Profit Estimator
  • 1 at Below Browse Button

Last Script Update : 07 Sep 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var C : TComponent;
    btnProfit, BtnBrowse, 
    btn1, btn2  : TcxButton;

procedure OnClick1(Sender: TObject);
begin
  //Action for Button 1 
  MessageDlg('Buttton 1 Clicked', mtInformation, [mbOk], 0);
end;

procedure OnClick2(Sender: TObject);
begin
  //Action for Button 2
  MessageDlg('Buttton 2 Clicked', mtInformation, [mbOk], 0);
end;

begin
  C         := Self.FindComponent('frDataSetButton1');
  BtnBrowse := TcxButton(C.FindComponent('btnViewDetail'));
  btnProfit := TcxButton(Self.FindComponent('BtnProfitEstimator'));  
  
  btn1     := TcxButton.Create(btnProfit);
  btn2     := TcxButton.Create(btnProfit);
  
  if Assigned(btnProfit) then begin    
    with btn1 do begin //Create Beside the Profit Estimator Button 
      Parent   := btnProfit.Parent;
      Top      := btnProfit.Top;
      Left     := btnProfit.Left + btnProfit.Width + 3;
      Height   := btnProfit.Height;
      Width    := 100;
      Caption  := '&1. Button';
      OnClick  := @OnClick1;
      ShowHint := True;
      Hint     := 'Button Click 1';
    end;
  end;
  if Assigned(C) then begin
    with btn2 do begin  //Create Below the Browse Button
      Parent   := TwinControl(c);
      Top      := BtnBrowse.Top + BtnBrowse.Height + 5;
      Height   := BtnBrowse.Height;
      Left     := BtnBrowse.Left
      Width    := BtnBrowse.Width;
      Caption  := '&2. Button';
      OnClick  := @OnClick2;
      ShowHint := True;
      Hint     := 'Button Click 2';
    end;
  end;  
end.
10. Click Save button

Example 23 - Using TxQuery

Below is Example are doing following actions

  • Create 1 button at Sales Quotation to Get Total Base Quantity

Last Script Update : 02 Nov 2016
Level : Basic

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var btnNew      : TcxButton;
    btnMoveDown : TSpeedButton;
    D : TDataSet;

function GetTotal(const lField:String):Variant;
var xQ : TxQuery;
    lSQL : String;
begin 
  Result := 0.00;
  xQ := TxQuery.Create(nil);
  try
    xQ.Close;
    xQ.ClearDatasets;
    xQ.AddDataSet(D,    'Main');
    
    lSQL := Format('SELECT Sum(%s) Nos FROM MAIN',[lField]);
    with xQ.SQL do begin
      Clear;
      Add(lSQL);
    end;

    xQ.open;
    Result := xQ.FindField('Nos').AsFloat;    
  finally
    xQ.Free;
  end;
end;

procedure OnClick(Sender: TObject);
begin
  MessageDlg(GetTotal('SQty'), mtInformation, [mbOk], 0);
end;

begin
  D           := TDataSource(Self.FindComponent('dsDocDetail')).Dataset;
  btnMoveDown := TSpeedButton(Self.FindComponent('BtnMoveDown'));
  btnNew      := TcxButton.Create(btnMoveDown);

  if Assigned(btnMoveDown) then begin
    with btnNew do begin
      Parent  := btnMoveDown.Parent;
      Top     := btnMoveDown.Top;
      Height  := btnMoveDown.Height;
      Left    := btnMoveDown.Left + btnMoveDown.Width + 95;
      Width   := 120;
      Caption := 'Calculate';
      OnClick := @OnClick;
    end;
  end;
end.
10. Click Save button

Example 24 - How to find component in different Event?

Below is Example are doing following actions

  • Create 1 button at Sales Quotation
  • On Before Save will auto Click the New Created button

Last Script Update : 24 Dec 2016
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
//OnOpen
var btnProfit, btnNew  : TcxButton;

procedure OnClick(Sender: TObject);
begin
  MessageDlg('Buttton Clicked', mtInformation, [mbOk], 0);
end;

begin
  btnProfit := TcxButton(Self.FindComponent('BtnProfitEstimator'));
  btnNew    := TcxButton.Create(self); //Important it must be xx.Create(self)
  if Assigned(btnProfit) then begin
    with btnNew do begin
      Parent  := btnProfit.Parent;
      Top     := btnProfit.Top;
      Height  := btnProfit.Height;
      Name    := 'Calc_1'; //Name of the Component
      Left    := btnProfit.Left + btnProfit.Width + 3;
      Width   := 80;
      Caption := '&1 Calc';
      OnClick := @OnClick;
    end;
  end;
end.
10. Click Save button

Steps - OnBeforeSave

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Quotation
03. Right Click the Sales Quotation
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnBeforeSave for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnBeforeSave Script
var btnNew  : TcxButton;
begin
  btnNew := TcxButton(Self.FindComponent('Calc_1')); //Find the Newly created Component 
  if Assigned(BtnNew) then
    btnNew.Click;
end.
10. Click Save button

Example 25 - Simple DropDown Selection List in Document Detail

Below is Example are doing following actions

  • Create a drop down list at Sales Invoice Detail for UDF_DeliveryType

Last Script Update : 27 Dec 2016
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var cdsDlvType : TClientDataSet;
    gcDlvType  : TcxGridColumn;
    grGrid1    : TcxGrid;
    dsDocMaster, dsDlvType : TDataSource;
    gvDocDetail, gvDlvType : TcxGridDBTableView;

procedure CreateXMLTable;
begin
  with cdsDlvType.FieldDefs do
      Add('Code', ftString,  50, False);
  cdsDlvType.CreateDataSet;
end;

procedure AddDlvType(const s : String);
begin
  with cdsDlvType do begin
    Append;
    FieldValues['Code'] := s;
    Post;
  end;
end;

procedure AddRecord;
begin
  cdsDlvType := TClientDataSet.Create(self);
  cdsDlvType.Name := 'cdsDlvType';
  CreateXMLTable;
  AddDlvType('By Mail');
  AddDlvType('By Air');
  AddDlvType('By E-Mail');
  AddDlvType('By Phone');
  AddDlvType('By Fax');
  AddDlvType('By Courier');
end;

procedure CreateTable;
begin
  grGrid1   := TcxGrid.Create(nil);
  gvDlvType := TcxGridDBTableView.Create(grGrid1);
  dsDlvType  := TDataSource.Create(gvDocDetail);

  AddRecord;

  with grGrid1 do begin
    Parent  := nil;
    Visible := False;
  end;

  with grGrid1.Levels.Add do begin
    Caption  := 'DlvTypeGrid';
    GridView := TcxCustomGridView(gvDlvType);
  end;
  with gvDlvType.CreateColumn do begin
    Caption               := 'Code';
    DataBinding.FieldName := 'Code';
    HeaderAlignmentHorz   := taCenter;
    Options.IncSearch     := False;
  end;

//  cdsDlvType.IndexFieldNames := 'Code'; //Sort by Code
  dsDlvType.DataSet          := cdsDlvType;
  with gvDlvType do begin
    OptionsCustomize.ColumnFiltering := False;
    DataController.DataSource   := dsDlvType;
    OptionsView.Footer          := True;
    OptionsView.ColumnAutoWidth := True;
    OptionsView.GroupByBox      := False;
    ApplyBestFit(nil, False, False);//Optional
  end;
  with gvDlvType.DataController.Summary do begin
    BeginUpdate;
    try
      with TcxGridDBTableSummaryItem(FooterSummaryItems.Add) do begin
        Column   := gvDlvType.GetColumnByFieldName('Code');
        Position := spFooter;
        Kind     := skCount;
        Format   := 'Count = #';
      end;
    finally
      EndUpdate;
    end;
  end;
end;

begin
  gvDocDetail   := TcxGridDBTableView(Self.FindComponent('gvDocDetail'));

  CreateTable;

  gcDlvType:= gvDocDetail.GetColumnByFieldName('UDF_DeliveryType');

  SetGridColumnPropertiesClass(gcDlvType,'TcxExtLookupComboBoxProperties');
  with TcxExtLookupComboBoxProperties(gcDlvType.Properties) do begin
    DropDownWidth      := 300;
    DropDownListStyle  := lsEditFixedList;
    ImmediatePost      := True;
    View               := gvDlvType;
    KeyFieldNames      := 'Code';
    ListFieldItem      := gvDlvType.GetColumnByFieldName('Code');
  end;
end.
10. Click Save button

Example 26 - Default Company Code & Payment Method In Sales Cash Sales

Below is Example are doing following actions

  • On Click New auto Set Default for
- Customer Code  := 300-C0001
- Payment Method  := 320-000
- Payment Project := ----

Last Script Update : 28 Dec 2016
Level : Basic

Steps - OnAfterNew

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Cash Sales
03. Right Click the Sales Cash Sales
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnAfterNew for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnAfterNew Script
var M : TDataSource;
    C : TComponent;
begin
  C := Self.FindComponent('actBarcode');
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  if Assigned(M) then begin
    with M.Dataset do begin
      FindField('Code').AsString             := '300-C0001';
      FindField('P_PAYMENTMETHOD').AsString  := '320-000';
      FindField('P_PAYMENTPROJECT').AsString := '----';
    end;
  end;
end.
10. Click Save button

Example 27 - Get Transfer Information - QT to DO to IV

Below is Example are doing following action

  • Quotation Transfer to Delivery Order to Invoice.
  • Get the Quotation number, Date & Qty in the Invoice and shown it below the Browse button

Last Script Update : 03 Jun 2017
Level : Advance

Steps - OnOpen

01. Click Tools | DIY | SQL Control Center...
02. At the left panel look for Sales Invoice
03. Right Click the Sales Invoice
04. Select New Event
05. Enter any name (eg Calc) in the Name field (Only Alphanumeric & no spacing)
06. Select OnOpen for Event field
07. Click OK
08. Click the Calc (name create at Step 5 above) on the left panel
09. Copy below script & paste to the Right Panel (Script Section)
OnOpen Script
var FComServer, lBizObj : Variant;
    C : TComponent;
    T : TTimer;
    M, D : TDataSource;
    L1, L2, L3, L4, L5, L6 : TLabel;
    cdsTemp : TClientDataset;
    
function ComServer: Variant;
begin
  if FComServer = Null then 
    FComServer := CreateOleObject('SQLAcc.BizApp');
  Result := FComServer;
end;

procedure Setup;
begin
  T  := TTimer.Create(Self);
  L1 := TLabel.Create(self);
  L2 := TLabel.Create(self);
  L3 := TLabel.Create(self);
  L4 := TLabel.Create(self);
  L5 := TLabel.Create(self);
  L6 := TLabel.Create(self);
end;

procedure GetToDocInfo;
var lSQL, lDtlkey : String;
begin
  lDtlKey := D.Dataset.FindField('FromDtlkey').AsString;
  FComServer := null;
  cdsTemp := TClientDataset.Create(nil);
  lSQL := Format('SELECT A.DocNo, A.DocDate, B.Qty FROM SL_QT A '+
                 'INNER JOIN SL_QTDTL B ON (A.Dockey=B.Dockey) ' +
                 'WHERE B.Dockey=(SELECT FROMDOCKEY FROM SL_DODTL ' +
                 'WHERE Dtlkey=%s) '+
                 'AND B.DtlKey=(SELECT FROMDTLKEY FROM SL_DODTL '+
                 'WHERE Dtlkey=%s)',[lDtlkey, lDtlkey]);
  
  try
    cdsTemp.Data := ComServer.DBManager.Execute(lSQL);
  finally
    FComServer := null;
  end;
end;

procedure OnTimer(Sender: TObject);
var AState : TDataSetState;
begin
  AState := M.DataSet.State;
  L2.Caption := '';
  L4.Caption := '';
  L6.Caption := '';  
  if (AState = dsBrowse) and (Trim(D.Dataset.FindField('FromDtlkey').AsString) <> '') then begin 
    GetToDocInfo;
    try
      L2.Caption := cdsTemp.FindField('DocNo').AsString;
      if Trim(cdsTemp.FindField('DocDate').AsString) <> '' then
        L4.Caption := FormatDateTime('dd/MM/yyyy', cdsTemp.FindField('DocDate').AsDateTime);
      L6.Caption := FormatCurr('#,0.00;-#,0.00', cdsTemp.FindField('Qty').AsFloat); 
    finally
      cdsTemp.Free;
    end;
  end;
  
end;

begin
  M    := TDataSource(Self.FindComponent('dsDocMaster'));
  D    := TDataSource(Self.FindComponent('dsDocDetail'));
      
  C := Self.FindComponent('frDataSetButton1');  
  if Assigned(C) then begin
    T.Enabled  := True;
    T.Interval := 1000; // = Update every 1 second
    T.OnTimer  := @OnTimer;  
   
    with L1 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 200;
      Caption    := 'QT No';
      Font.Color := clBlue;
      Font.Style := [fsBold];
    end;    
    with L2 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 215;
      Caption    := 'DocNo';
      Font.Color := clBlue;
      Font.Style := [fsBold];
    end;

    with L3 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 240;
      Caption    := 'QT Date';
      Font.Color := clGreen;
      Font.Style := [fsBold];
    end;
    with L4 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 255;
      Caption    := 'Date';
      Font.Color := clGreen;
      Font.Style := [fsBold];
    end;

    with L5 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 280;
      Caption    := 'Orig. Qty';
      Font.Color := clRed;
      Font.Style := [fsBold];
    end;
    with L6 do begin
      Parent     := TWinControl(C);
      Width      := 66;
      Left       := 6;
      Top        := 295;
      Caption    := 'Qty';
      Font.Color := clRed;
      Font.Style := [fsBold];
    end;      
  end;   
end.
10. Click Save button

Example 28 -

  • More Coming Soon....

FAQ

01. Why when click Compile Script button prompt error [Error] (xx:xx):Unknown identifier 'Dataset'

This happen if you doing script on the event OnGridColumnValueChanged & can ignore the error if you confirm your script is correct.

02. How do I know my script is correct when using the script on the event OnGridColumnValueChanged ?

You can add below script at 1st line before you click Compile Script button but remember to remove it before you click Save button.
var EditingField, Dataset :Variant;

03. How many data source (TDatasource) it had for data entry (eg Sales Invoice) & what is each name?

Generally it had 3 data source & some had extra 1 (i.e. total 4).
Below is the list & detail
DataSource Name Description
dsGrid Data shown in Grid(Read Only mode) Before Click Detail Button
dsDocMaster Header Data
dsDocDetail Item Grid(Detail) Data
dsSerialNumber Selected Item Code Serial Number in the Item Grid(Detail) Data

04. How to check the Record in Edit Mode?

You can use below script
var AState : TDataSetState;
    M      : TDataSource;
begin
  M := TDataSource(Self.FindComponent('dsDocMaster'));
  AState := M.DataSet.State;
  if (AState = dsInsert) or (AState = dsEdit)  then begin // Check is in Insert or Edit Mode
    MessageDlg('Yes In Edit Mode', mtInformation, [mbOK], 0);
  end;
end;

05.

See also