Microsoft Dynamics AX (Archived)

Create invoice proposal form filtration

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Posted on by NewWatermelon

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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.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I assume that this is related to projects and sales orders that you created. Is that right?

Best regards

Ludwig

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NewWatermelon 327 on at

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Right.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

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?

Best regards,

Ludwig

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NewWatermelon 327 on at

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Yes, we partially ship and invoice related sales order.

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Ludwig Reinhard Microsoft Employee on at

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I see.

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.

Best regards,

Ludwig

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NewWatermelon 327 on at

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I don't get your point clearly. What should I gain if I altered the SalesLine description.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Here is what I referred to

Hope that clarifies the confusion :-)

Best regards,

Ludwig

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NewWatermelon 327 on at

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I knew the field you are talking about but I still don't understand what the benefits are from such suggestion.

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Ludwig Reinhard Microsoft Employee on at

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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.

Best regards,

Ludwig

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Deepak Agarwal 8,659 on at

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Hello,

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.

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