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Create Job Sales Invoice using a custom option resource no in request page

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Posted on by Syed Safwan

I have added a Resource No. option to the request page of Job Create Sales Invoice and upon selecting that option the sales invoice should be created only for the selected resource no.

reportextension 50208 "Job Create Sales Invoice Ext" extends "Job Create Sales Invoice"
{
requestpage
{
layout
{
addafter(Options)
{
field("Resource No"; Resource."No.")
{
ApplicationArea = All;
Caption = 'Resource No.';
TableRelation = Resource."No.";
}
}
}
}

var
Resource: Record Resource;

}

can we subscribe to "OnBeforeCreateNewInvoice" event to achieve this?

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Sohail Ahmed 11,177 Super User 2026 Season 1 on at

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Yes, you can subscribe to the OnBeforeCreateNewInvoice event to apply custom filtering logic before the invoice is created. However, the Job Create Sales Invoice report processes multiple job planning lines, so you’ll need to filter the relevant records (like Job Planning Line) based on the selected Resource No. before the invoice is generated.

Here’s a high-level approach:

1. Add Resource No. to request page – already done in your reportextension.

2. Use a global variable to store the selected Resource No.

3. Subscribe to OnBeforeCreateNewInvoice event and filter Job Planning Line or related data using the selected Resource No.

You may also need to handle filtering in earlier processing steps if planning lines are already loaded before the event is raised. In such cases, consider subscribing to earlier events or filtering the dataset manually.

For deeper help, feel free to check out my tips here: https://www.linkedin.com/in/sohailahmad897

Mark below checkbox to make this answer Verified if it helps you. ✅

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DAnny3211 11,423 Super User 2026 Season 1 on at

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Hi Syed,

You've made a great start by adding the Resource No. field to the request page. To ensure that the sales invoice is created only for the selected resource, you'll need to filter the data in the report's dataset based on the selected Resource No.

Here’s what you can do next:

Add a variable to store the selected Resource No. in the report extension.

Apply a filter to the dataset (e.g., Job Planning Lines or Job Ledger Entries) using the selected Resource No.

Modify the logic in the report's OnPreDataItem or OnAfterGetRecord triggers to respect the filter.

Example snippet to apply the filter:

JobPlanningLine.SetRange("Resource No.", Resource."No.");

Make sure this filtering is applied before the invoice creation logic runs.

Let me know if you need help integrating this into your report extension!

Please verify if this response was helpful.

Best regards!

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