Hiding product in Sales order and Invoice

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Posted on by Community Member

Hi,

I have a rare question this time. Is it possible to hide a product in sales order? Actually I have some items which are going as free but I don't want it to be shown in the Invoice. According to me, the inventory will be reduced only once we select the item in the sale order but that item doesn't need to be visible in sales order and invoice.

Anybody has any clue on this?

Thanks in advance,

Dhanoop R.Warrier

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Martin Dráb 237,801 Most Valuable Professional on at

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Do I understand correctly that by "to hide a product in sales order" you mean "to exclude a sale line from the sales invoice report"? Or how else do you envision it?

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Hi Martin,

My requirement is not hiding it from the sale invoice report but hiding it from the Invoice printout. I don't want to show this product to the customer even though he is receiving it.

Thanks,

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Srinath Sundaresan 510 on at

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I suggest you modify the invoice report to filter out the lines which needs to be hidden.

The item s that needs to be hidden can be set up in item master.

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Community Member on at

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Ax calls the invoice printout a report. This would need a report development unfortunately. As someone else said, this could refer to the item/some sort of item group. Need to be careful if you do sell that item and want to show/charge as a report development would drop in all cases, unless you coded more conditions.

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Community Member on at

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Hi David,

Sorry, yes sales invoice printout is also a report.

Thanks for the suggestion.

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Community Member on at

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Hi Srinath,

Can you please tell me how it is possible in item master level?

Thanks,

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Sohaib Cheema 49,438 User Group Leader on at

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Hi Dhanoop,

I am not sure if it’s related or not, as you are the one who know your business process. But let me share with you a concept in AX that is called “Supplementary Sales Items”

Supplementary Sales Items means free for customers but cost for you in GL. Because you are giving it to customer after your certain cost is utilized on that or your labor cost or delivery cost or any sort of cost is used.

If you use this concept, AX shows such Supplementary Sales Items on report but with zero price. Means customer doesn’t need to pay for these items.

If you are using this concept of Supplementary Sales Items and want to hide supplementary items from reports, you need to customize control documents such as SO confirmation and Invoice report etc. Catch your technical consultant.

If you are not using concept of Supplementary Sales Items, all you need to do is hide items based on certain condition in your report by doing customization and you should describe that to your technical person.

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Prashant Singh 8,802 on at

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Dear Dhanoop,

As Sohaib gave you the idea about supplementary item in AX it may be useful for you. But in this case you can stop the accounting entry only. It will come to you on reports.

But you should decide the accounting entry of those items. You can remove item during invoicing so that it will not come to you in the report by default.

You have last option of customization.

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Martin Dráb 237,801 Most Valuable Professional on at

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It sounds rather easy. You'll keep all process as they're and you'll merely modify the report data provider to skip some lines. SalesInvoiceDPBase.createData() looks like a good place to start.

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Srinath Sundaresan 510 on at

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If your purpose is to hide this from the invoice report.

You can make a easy customization in the report. Create a hidden checkbox in the Item Master. Modify the DP class query to exclude those items

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