Regarding Manual Invoice

(0) Share

Report

Posted on by AX 2012 r3

2,426

Good Morning,

I am trying to add one parameter in Customer account statement report ..called as invoice(enum elements are Manual and System)

For system invoice i am taking CustTrans_Invoice and For Manual invoice I am not understanding how to do

i have searched from Salesparmtable-->Manual reference field..so how can i link with cust table.

please help me;

Thanks.

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (0)

Mea_ 60,284 on at

Like (0)

Report

Hi AX 2012 r3,

Are you talking about AX 2012 or current version (ax 7 ) ?

Also can you elaborate your questions, is manual invoice your are talking about is Free text invoice ? What do you want to do with it, add number to report ?

Was this reply helpful? Yes No
AX 2012 r3 2,426 on at

Like (0)

Report

Good Morning Ievgen,

I am talking about ax 2012 r3.

They are using this manual invoice and system generated invoice in customer account statement report.

they dont want to show system generated invoice..they want to show manual voice for customers.

regards

Was this reply helpful? Yes No
André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

Like (0)

Report

Hi AX 2012 R3,

You had used current version as tag for your question. That is referring to AX7. I have corrected the tag for you to AX 2012.

What is in that environment the definition of a manual and system generated invoice? Please elaborate.

Was this reply helpful? Yes No
AX 2012 r3 2,426 on at

Like (0)

Report

Good Morning Andre,

The environment is Ax2012 r3 ..

The defination of Manual invoice is just for reference for client to track

the export customers.They enter Manually

whereas System Generated invoice is automatically generated.

System invoice is from custtrans_invoice..

Manual invoice should be taken from salesparmTable(manualinvoice reference field)..

I am unable to understand relation .

Please help.

Regards.

Was this reply helpful? Yes No
Mea_ 60,284 on at

Like (0)

Report

Hi AX 2012 r3,

I have not heard about "manual" invoice in AX. That's why i'm asking you to give us more details.

salesparmTable contains "pending" invoice information, AX use it as a subsidiary table in invoicing process, so it's definitely not an invoice.

custtrans contains information about customer transaction and could be generated by multiple documents, like invoice, but it is not an invoice as well.

Could you please provide additional details like screenshot for example, or forms you are referring to ?

Was this reply helpful? Yes No
AX 2012 r3 2,426 on at

Like (0)

Report

Was this reply helpful? Yes No
AX 2012 r3 2,426 on at

Like (0)

Report

Good Morning Ievgen,

Hope you are fine.

Please find above screen shot

Navigation -- > All sales orders --> Invoice Tab --> Invoice button--> Setup (action pane Tab)--> Manual invoice reference Field

Form -->SalesEditLines

Field Data source --> Salesparmtable

Please help.

Regards

Was this reply helpful? Yes No
Mea_ 60,284 on at

Like (0)

Report

Hi AX 2012 r3,

Thanks for sharing this screenshot, now I can see that this field is a custom field and does not exist in standard AX.

As I said in my previous post SalesParmTable is a subsidiary table and all information from this table should be transferred somewhere, usually to CustInvoiceJour table.

You need to figure out where this filed is stored after posting, for this you can open table in AOT -> right click on this field - > Add-Ins -> Cross-reference -> Used by ( you have to have cross references up to date). After that you need to analyze your code and find out if this value is saved to custTrans because cust account statement report is based on custTrans table.

If this filed is saved to custTrans you can simple add range on query to filter by this field.

If no you need to find table where it is saved and join this table to report query in CustAccountStatementExtController class to filter by field again.

If this field is not saved anywhere you probably will have to do a change to save it before.

Was this reply helpful? Yes No
AX 2012 r3 2,426 on at

Like (0)

Report

Thank you so much Ievgen

Your information is really helpfull i will try this and i will update

Regards.

Was this reply helpful? Yes No