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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

image-20240411-094253.png

The checkboxes has been disabled for canceled and cancellation items, so users can't select them in the list

  • canceled: InvoiceItem__c.Invoice__r.Status__c == 'Canceled' || InvoiceItem__c.Status__c == 'Canceled'

  • cancelation: InvoiceItem__c.ConnectedItem__c != null

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:

image-20240702-103049.png

You will see the new Full Invoice Item Related List displayed:

image-20240702-103128.png

Click on the name of the Invoice record:

image-20240702-103220.png

You will see the detail page of that invoice record

image-20240702-103306.png

Open Related tab, you will see the Select Invoice Items related list with maximum 6 records in the table:

image-20240702-103814.png

Select some records in the table, then click on View All button:

image-20240702-103840.png

You will see the Full page Related list with the selected item in the table:

image-20240702-103925.png

Hover the mouse over the table header, You will see that the sort icon would be displayed:

image-20240702-104001.png

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:

image-20240702-104019.png

After selecting some items, click on Cancel Invoice Items button:

image-20240702-104048.png

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:

image-20240702-104110.png

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:

image-20240702-104145.png

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:

image-20240702-104212.png

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:

image-20240702-104337.png

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):

image-20240702-104404.png

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:

image-20240702-104448.png

Open FilterButtons record:

image-20240702-104525.png

Change the label of the filter:

image-20240702-104543.png

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 :

image-20240702-104555.png

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.

image-20240702-104608.pngimage-20240702-104626.png

after updated:

image-20240702-104644.pngimage-20240702-104703.png

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