New invoice Item related list

We have introduced the new ADvendio Invoice item-related list on the Invoice object. This view can be a very useful tool for the end user to see invoice items that are not technical reversals as well as use it for invoice or invoice item cancelation.

As your admin to add a new InvoiceItemRelatedList component to the Invoice object and set up the filters, buttons, and columns.

Screenshot 2024-07-11 at 10.04.57.png

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

Feature Setting Name

Feature Name

What it does

Value

FilterButtons

InvoiceItemRelatedList

Create buttons for filtering out some invoice items, e.g Technical reversal

{
"Buttons":[
{
"title":"Hide Cancelled Item",
"label":"Hide Cancelled Item",
"filter":"ADvendio__Invoice__r.ADvendio__Status__c != 'Canceled' AND ADvendio__Status__c != 'Canceled'",
"isActive":false
},
{
"title":"Hide Technical Reversal",
"label":"Hide Technical Reversal",
"filter":"ADvendio__CreationType__c != Technical Reversal",
"isActive":true
}]
}

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"]}

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