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I would like to display the transactions in the "Create invoice proposal" form per PackingSlipId.
What are the ideas that I could try to accomplish such customization?
Any help is most appreciated.
Thanks in advance.
I assume that this is related to projects and sales orders that you created. Is that right?
In the created invoice proposal you have a link to the sales order and transaction id. This would be a good starting point for having a look at the linkages/relationships for such a customization.
Why do you need that?
Do you partially ship and invoice project related sales orders?
Yes, we partially ship and invoice related sales order.
I had a quick look and found possibly a workaround.
What you can check before thinking about the adjustment is changing the default text (item description) in the sales order line because this text is shown in the invoice proposal.
It does not allow you filtering in the create invoice proposal form but this might be something you can at least take a quick look at.
I don't get your point clearly. What should I gain if I altered the SalesLine description.
Here is what I referred to
Hope that clarifies the confusion :-)
I knew the field you are talking about but I still don't understand what the benefits are from such suggestion.
Well I thought that you wanted to include this in the invoice proposal and possibly print it on the invoice document.
What you can check is whether you can customize the system possibly in a way that you write the packing slip number in this text field.
Not sure if this helps in your case but maybe?!
The disadvantage of this field is that you cannot use it when creating the invoice proposal for filtering.
Can you pl share some screenshot , what you want to achieve for better understanding. What I understand , you want to show all the transactions related to packing slipId while creating invoice proposal.
Here is a simple example, I have a project A which has a sales order B.
The B sales order has only 1 sales line with 2 packing slip.
In the AX standard behavior, the invoice proposal form shows all this in only 1 transaction according to the number of the sales lines.
In my customization, I want to display all this on 2 transactions according to the number of the related packing slips.
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