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 only for technical reversals as well as use it for invoice or invoice item cancelation.
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
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 |
---|---|---|---|
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.
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 |
---|---|---|---|
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"]} |
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