Dynamics Community Forum Thread Details

Cutom delivery note and invoice process for sales order

Hi All,

I got one requirement to customize the delivery note and invoice process in sales order.

I need to create one main form, in main form need to add new delivery and invoice buttons. When click on new it will open another form where i need to set one lookup control to show all open sales orders.

The user will select from the list of sales order and the selected sales order should get inserted in main form. And whatever the sales order they selected i need to do delivery note and invoice.

For delivery and invoice i need to keep action menu item button in main form.

There are some validations need to be done before delivery and invoice.

This customization is for invoice multiple sales order at a time.

How to achieve this what are the steps i need to follow.

1. I need to 2 forms and create one table for storing the selected sales order.

In delivery and invoice menu item clicked method (In main custom form) , what are the code i need to write?

Could anyone guide me what are the objects i need to create what standard class i need to extend, it will be helpful for me.

Thanks in advance.

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