We have introduced the new ADvendio Invoice item-related list on the Invoice object. It is a Lightning web component.
Users should be able to set Table fields using the feature settings, like in the Campaign item-related list
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The checkboxes has been disabled for canceled and cancellation items, so users can't select them in the list
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The filter Don't show the canceled item has been added to the related list - this will hide Invoice items that are cancelation or are canceled
Users should be able to add more filters through the feature setting (just like Campaign Item-related list feature settings)
The Cancel Invoice items button has also been added
Here is the demo of enhancement
After the billing run record has been created and invoice records are generated
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Open an Invoice record, click on Cancel button:
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When the pop up displays, click on Select Invoice Items button:
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You will see the new Full Invoice Item Related List displayed:
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Click on the name of the Invoice record:
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You will see the detail page of that invoice record
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Open Related tab, you will see the Select Invoice Items related list with maximum 6 records in the table:
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Select some records in the table, then click on View All button:
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You will see the Full page Related list with the selected item in the table:
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Hover the mouse over the table header, You will see that the sort icon would be displayed:
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Click on the table header, for example, Name header, you sill see the records are sorted by the name, and the sort icon was changed related to the sorting:
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After selecting some items, click on Cancel Invoice Items button:
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Click on Cancel Invoice Items button , you will notice after the process was completed, a Success pop up displayed and the page was routed to the related PreInvoice record:
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Open above Invoice record again, you will see the invoice items that were canceled have “Canceled” status and the checkbox of those items were disabled:
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Click on Don’t Show Canceled Items button, you will see the button color has changed and the data table only displays the active invoice items:
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Click on the Don’t Show Canceled Items button again, you will see that the color of the button has changed, and the canceled items were displayed again:
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Open the Invoice Item related list in the Invoice record, you will see that there are some dummy character in the filter button (I added them for this scenario):
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Go to Feature Settings tab, open All view:
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Search for “InvoiceItemRelatedList”, You will see that there are 3 feature setting records for Invoice Item Related List:
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Open FilterButtons record:
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Change the label of the filter:
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Open the Invoice Item related list in the Invoice record, refresh the page several times (because LWC keeps the caching memory, so that in some cases, we need to do the refreshing several time to clear the caching memory, or we can use Clear Caching Memory feature of the browser directly), You will see that the new label :
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In the feature settings, open TableFields record of InvoiceItemRelatedList, change the list of field in that record, then open the Invoice Item Related List In the Invoice Record, refresh the page several time to get the latest information from feature setting, You will see that the updated field list in the table.
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after updated:
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This view can be a very useful tool for the end user to see invoice items that are not only for technical reversals as well as use it for invoice or invoice item cancelation.
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With installation of version 2.173, this feature setting will be available for the customers. This invoice item related list can be added to the page layout manually as shown in the screenshot. This is the improved invoice item related list which provides the better user experience especially for customers using packages. This can be used by customers using delta or non delta functionality |
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Customers not using delta invoicing can remove the delta relevant column by editing the feature setting InvoiceItemRelatedList.
Non Delta users can use the following values for updating their InvoiceItemRelatedList.
Feature Setting Name | Feature Name | What it does | Value |
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FilterButtons | InvoiceItemRelatedList | Create buttons for filtering out some invoice items | { |
TableFields | InvoiceItemRelatedList | Create a set of fields to be displayed in the table's column field. | {"TableFields" : ["Name","ADvendio__Invoice__c","ADvendio__Status__c","ADvendio__InvoicedAmountNet3__c","ADvendio__InvoiceItemStartDate__c","ADvendio__InvoiceItemEndDate__c","ADvendio__InvoicedQuantity__c","ADvendio__ConnectedItem__c"]} |
SortByField | InvoiceItemRelatedList | Sorts the values in the table | {"Order":"asc","Field":["ADvendio__SortOrder__c"]} |
For version earlier than 2.173, Ask your admin to add a new InvoiceItemRelatedList component to the Invoice object and set up the filters, buttons, and columns.
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You can copy the following feature setting setup and use this new component. Please note that as of version 2.172.3, this feature setting will be created automatically.
Feature Setting Name | Feature Name | What it does | Value |
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FilterButtons | InvoiceItemRelatedList | Create buttons for filtering out some invoice items, e.g Technical reversal | { |
TableFields | InvoiceItemRelatedList | Create a set of fields to be displayed in the table's column field. | {"TableFields" : ["Name","ADvendio__Invoice__c","ADvendio__Status__c","ADvendio__InvoicedAmountNet3__c","ADvendio__InvoicedAmountNet3Delta__c","ADvendio__InvoiceItemStartDate__c","ADvendio__InvoiceItemEndDate__c","ADvendio__InvoicedQuantity__c","ADvendio__ConnectedItem__c"]} |
SortByField | InvoiceItemRelatedList | Sorts the values in the table | {"Order":"asc","Field":["ADvendio__SortOrder__c"]} |