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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Is there a way to see/...
Microsoft Dynamics AX (Archived)

Is there a way to see/ bring up customer invoices from Payment journals?

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Posted on by JoeTesla 120

Once you save the customer payment in "payment journals", you can select "Edit lines" to bring up information on the particular payment. The part that interests me is the invoice field. The invoice number is visible in this field (obviously).

My question is: is there a way to somehow bring up and view this invoice without having to copy down the number, go into "customer invoices", and filtering the results with the copied invoice number to bring up a copy of the invoice.

Basically, if you're in payment journals, is there a way to see the invoice number that a payment corresponds to and then bring that invoice up without having to leave payment journals.

I hope that was easy to understand.

Much appreciated!

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  • Suggested answer
    Dan Emreus Profile Picture
    Dan Emreus 1,162 on at

    You can always add an new button to your form that opens the invoice based on the invoice-number.

    The button should have a new method that should look something like this:

    void clicked()

    {

       CustInvoiceJour     custInvoiceJour;

       Args                args = new Args();

       select firstOnly custInvoiceJour where custInvoiceJour.InvoiceId == LedgerJournalTrans.MarkedInvoice;

       args.record(custInvoiceJour);

       if (custInvoiceJourLocal.SalesId)

       {

           // Sales order invoice

           new MenuFunction(menuitemOutputStr(SalesInvoiceCopy), MenuItemType::Output).run(args);

       }

       else

       {

           // Free text invoice

           new MenuFunction(menuitemOutputStr(FreeTextInvoiceCopy), MenuItemType::Output).run(args);

       }

       super();

    }

     

    /Dan

  • JoeTesla Profile Picture
    JoeTesla 120 on at

    Great, thanks Dan.

    I'll try it out today.

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