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Suggested answer

Sales: Additional Textfield on report

Posted on by 40

Hello!

I have a problem, hopefully you guys can help me with.

Problem:

When doing sales, there are only two ways to add comments in the report: In the work description and in sales lines

Goal:

Have another text field just like work description, that can be added under the sales lines

Is there any way to do this? How would I go on to do this?

Thanks a lot!

Categories:
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    RE: Sales: Additional Textfield on report

    Hi, I'm sorry I didn't say it completely. Inge is right. This DataItem is not included in the standard report. If you need to use this Comment function, you need to customize the Report.

    Report extensibility (ReportExtension Object):

    https://yzhums.com/10723/

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Sales: Additional Textfield on report

    The comments are not a part of the dataset for the standard invoice report. So you will need to extend that report / create a new report to get those data into the dataset of the report.

  • fvl92 Profile Picture
    fvl92 40 on at
    RE: Sales: Additional Textfield on report

    Happy to see the one and only yzhums  answered me :) Are these fields shown on the report and which xml value is that? I couldn't find anything about htis

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    RE: Sales: Additional Textfield on report

    Hi, Have you tried the Comment feature?

    pastedimage1676423907968v1.png

    pastedimage1676423937946v2.png

    Hope this helps.

    Thanks.

    ZHU

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