Page 132 Posted Sales Invoice
- App
- Base Application
- Namespace
- Microsoft.Sales.History
- Versions
- 17-28
- Source table
- 112
Versions171819202122232425262728
Source29
Source in 29
src/Layers/W1/BaseApp/Sales/History/PostedSalesInvoice.Page.al1372 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Sales.History;
using Microsoft.Bank.Setup;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Outlook;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.Currency;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.VAT.Calculation;
using Microsoft.Foundation.Address;
using Microsoft.Foundation.Attachment;
using Microsoft.Integration.Dataverse;
using Microsoft.Inventory.Location;
using Microsoft.Sales.Comment;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Document;
using System.Automation;
/// <summary>
/// Displays a single posted sales invoice document with header and line details.
/// </summary>
page 132 "Posted Sales Invoice"
{
Caption = 'Posted Sales Invoice';
InsertAllowed = false;
PageType = Document;
RefreshOnActivate = true;
SourceTable = "Sales Invoice Header";
AboutTitle = 'About posted sales invoice details';
AboutText = 'This sales invoice is posted and counting in the books. You can''t edit it directly, but you can post corrections if you have to make adjustments.';
layout
{
area(content)
{
group(General)
{
Caption = 'General';
field("No."; Rec."No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
ToolTip = 'Specifies the posted invoice number.';
}
field("Sell-to Customer No."; Rec."Sell-to Customer No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer No.';
Editable = false;
Visible = false;
}
field("Sell-to Customer Name"; Rec."Sell-to Customer Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Editable = false;
Importance = Promoted;
TableRelation = Customer.Name;
}
field("Sell-to Customer Name 2"; Rec."Sell-to Customer Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer Name 2';
Editable = false;
Visible = false;
}
field("VAT Registration No."; Rec."VAT Registration No.")
{
ApplicationArea = VAT;
Editable = false;
Importance = Additional;
Visible = false;
}
group("Sell-to")
{
Caption = 'Sell-to';
field("Sell-to Address"; Rec."Sell-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Editable = false;
Importance = Additional;
}
field("Sell-to Address 2"; Rec."Sell-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Editable = false;
Importance = Additional;
}
field("Sell-to City"; Rec."Sell-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Editable = false;
Importance = Additional;
}
group(Control88)
{
ShowCaption = false;
Visible = IsSellToCountyVisible;
field("Sell-to County"; Rec."Sell-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Sell-to Country/Region Code";
Editable = false;
Importance = Additional;
}
}
field("Sell-to Post Code"; Rec."Sell-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Editable = false;
Importance = Additional;
ToolTip = 'Specifies the postal code.';
}
field("Sell-to Country/Region Code"; Rec."Sell-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Editable = false;
Importance = Additional;
}
field("Sell-to Contact No."; Rec."Sell-to Contact No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact No.';
Editable = false;
Importance = Additional;
}
field(SellToPhoneNo; SellToContact."Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
Importance = Additional;
Editable = false;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the telephone number of the contact person at the customer the invoice was sent to.';
}
field(SellToMobilePhoneNo; SellToContact."Mobile Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Mobile Phone No.';
Importance = Additional;
Editable = false;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the mobile telephone number of the contact person at the customer the invoice was sent to.';
}
field(SellToEmail; SellToContact."E-Mail")
{
ApplicationArea = Basic, Suite;
Caption = 'Email';
Importance = Additional;
Editable = false;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the email address of the contact person at the customer the invoice was sent to.';
}
}
field("Sell-to Contact"; Rec."Sell-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
Editable = false;
ToolTip = 'Specifies the name of the contact person at the customer the invoice was sent to.';
}
field("Your Reference"; Rec."Your Reference")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Editable = false;
}
field("Document Date"; Rec."Document Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
field("Posting Date"; Rec."Posting Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
}
field("VAT Reporting Date"; Rec."VAT Reporting Date")
{
ApplicationArea = VAT;
Editable = false;
Visible = VATDateEnabled;
}
field("Due Date"; Rec."Due Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
}
field("Promised Pay Date"; Rec."Promised Pay Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
}
group(Control3)
{
ShowCaption = false;
Visible = DocExcStatusVisible;
field("Document Exchange Status"; Rec."Document Exchange Status")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
StyleExpr = DocExchStatusStyle;
trigger OnDrillDown()
var
DocExchServDocStatus: Codeunit "Doc. Exch. Serv.- Doc. Status";
begin
DocExchServDocStatus.DocExchStatusDrillDown(Rec);
end;
}
}
field("Quote No."; Rec."Quote No.")
{
ApplicationArea = Basic, Suite;
}
field("Order No."; Rec."Order No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
ToolTip = 'Specifies the number of the sales order that this invoice was posted from.';
}
field("Pre-Assigned No."; Rec."Pre-Assigned No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
field("External Document No."; Rec."External Document No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
field("Salesperson Code"; Rec."Salesperson Code")
{
ApplicationArea = Suite;
Editable = false;
Importance = Additional;
}
field("Responsibility Center"; Rec."Responsibility Center")
{
AccessByPermission = TableData "Responsibility Center" = R;
ApplicationArea = Suite;
Editable = false;
Importance = Additional;
}
field("No. Printed"; Rec."No. Printed")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
field(Cancelled; Rec.Cancelled)
{
ApplicationArea = Basic, Suite;
Style = Unfavorable;
StyleExpr = Rec.Cancelled;
AboutTitle = 'Canceled invoice';
AboutText = 'If an invoice is canceled, here''s a link to the associated credit memo that shows if the sales invoice was credited partly or in full.';
trigger OnDrillDown()
begin
Rec.ShowCorrectiveCreditMemo();
end;
}
field(Corrective; Rec.Corrective)
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Style = Unfavorable;
StyleExpr = Rec.Corrective;
trigger OnDrillDown()
begin
Rec.ShowCancelledCreditMemo();
end;
}
field(Closed; Rec.Closed)
{
ApplicationArea = Basic, Suite;
DrillDown = false;
Importance = Promoted;
AboutTitle = 'Closed means paid';
AboutText = 'A sales invoice is marked as *Closed* when the invoice is paid in full, or when a credit memo is applied for the remaining amount.';
}
field("Dispute Status"; Rec."Dispute Status")
{
ApplicationArea = Basic, Suite;
Editable = false;
DrillDown = false;
Importance = Promoted;
Tooltip = 'Specifies if there is an ongoing dispute for this Invoice';
}
group("Work Description")
{
Caption = 'Work Description';
field(GetWorkDescription; Rec.GetWorkDescription())
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
MultiLine = true;
ShowCaption = false;
}
}
}
part(SalesInvLines; "Posted Sales Invoice Subform")
{
ApplicationArea = Basic, Suite;
SubPageLink = "Document No." = field("No.");
}
group("Invoice Details")
{
Caption = 'Invoice Details';
field("Currency Code"; Rec."Currency Code")
{
ApplicationArea = Suite;
Editable = false;
Importance = Promoted;
trigger OnAssistEdit()
var
UpdateCurrencyFactor: Codeunit "Update Currency Factor";
begin
ChangeExchangeRate.SetParameter(Rec."Currency Code", Rec."Currency Factor", Rec."Posting Date");
ChangeExchangeRate.Editable(false);
if ChangeExchangeRate.RunModal() = ACTION::OK then begin
Rec."Currency Factor" := ChangeExchangeRate.GetParameter();
UpdateCurrencyFactor.ModifyPostedSalesInvoice(Rec);
end;
Clear(ChangeExchangeRate);
end;
}
field("Company Bank Account Code"; Rec."Company Bank Account Code")
{
ApplicationArea = Suite;
Editable = false;
Importance = Promoted;
}
field("Shipment Date"; Rec."Shipment Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
}
field("Payment Terms Code"; Rec."Payment Terms Code")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Promoted;
}
field("Payment Method Code"; Rec."Payment Method Code")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
group(Control15)
{
ShowCaption = false;
Visible = PaymentServiceVisible;
field(SelectedPayments; Rec.GetSelectedPaymentsText())
{
ApplicationArea = All;
Caption = 'Payment Service';
Editable = false;
Enabled = PaymentServiceEnabled;
MultiLine = true;
ToolTip = 'Specifies the payment service, such as PayPal, that the sales invoice can be paid with.';
trigger OnAssistEdit()
var
PaymentServiceSetup: Record "Payment Service Setup";
begin
PaymentServiceSetup.ChangePaymentServicePostedInvoice(Rec);
CurrPage.Update(false);
end;
}
}
field("Shortcut Dimension 1 Code"; Rec."Shortcut Dimension 1 Code")
{
ApplicationArea = Dimensions;
Editable = false;
}
field("Shortcut Dimension 2 Code"; Rec."Shortcut Dimension 2 Code")
{
ApplicationArea = Dimensions;
Editable = false;
}
field("Payment Discount %"; Rec."Payment Discount %")
{
ApplicationArea = Basic, Suite;
Editable = false;
}
field("Pmt. Discount Date"; Rec."Pmt. Discount Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
Importance = Additional;
}
field("Direct Debit Mandate ID"; Rec."Direct Debit Mandate ID")
{
ApplicationArea = Basic, Suite;
Editable = false;
}
field("Customer Posting Group"; Rec."Customer Posting Group")
{
ApplicationArea = Basic, Suite;
Editable = false;
Visible = false;
}
field("Tax Liable"; Rec."Tax Liable")
{
ApplicationArea = SalesTax;
Editable = false;
}
field("Tax Area Code"; Rec."Tax Area Code")
{
ApplicationArea = SalesTax;
Editable = false;
}
field("Location Code"; Rec."Location Code")
{
ApplicationArea = Location;
Editable = false;
Importance = Additional;
}
}
group("Shipping and Billing")
{
Caption = 'Shipping and Billing';
group("Shipping Details")
{
Caption = 'Shipping Details';
field("Shipment Method Code"; Rec."Shipment Method Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Method';
Editable = false;
Importance = Additional;
}
field("Shipping Agent Code"; Rec."Shipping Agent Code")
{
ApplicationArea = Suite;
Caption = 'Agent';
Editable = false;
Importance = Additional;
}
field("Shipping Agent Service Code"; Rec."Shipping Agent Service Code")
{
ApplicationArea = Suite;
Caption = 'Agent Service';
Editable = false;
Importance = Additional;
}
field("Package Tracking No."; Rec."Package Tracking No.")
{
ApplicationArea = Suite;
Editable = false;
Importance = Additional;
}
}
group("Ship-to")
{
Caption = 'Ship-to';
field("Ship-to Code"; Rec."Ship-to Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Address Code';
Editable = false;
Importance = Promoted;
}
field("Ship-to Name"; Rec."Ship-to Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Name';
Editable = false;
ToolTip = 'Specifies the name of the customer that the items were shipped to.';
}
field("Ship-to Name 2"; Rec."Ship-to Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Name 2';
Editable = false;
Importance = Additional;
Visible = false;
}
field("Ship-to Address"; Rec."Ship-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Editable = false;
}
field("Ship-to Address 2"; Rec."Ship-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Editable = false;
}
field("Ship-to City"; Rec."Ship-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Editable = false;
}
group(Control93)
{
ShowCaption = false;
Visible = IsShipToCountyVisible;
}
field("Ship-to County"; Rec."Ship-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Ship-to Country/Region Code";
Editable = false;
}
field("Ship-to Post Code"; Rec."Ship-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Editable = false;
ToolTip = 'Specifies the postal code.';
}
field("Ship-to Country/Region Code"; Rec."Ship-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Editable = false;
}
field("Ship-to Phone No."; Rec."Ship-to Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
Editable = false;
}
field("Ship-to Contact"; Rec."Ship-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
Editable = false;
}
}
group("Bill-to")
{
Caption = 'Bill-to';
field("Bill-to Name"; Rec."Bill-to Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Name';
Editable = false;
Importance = Promoted;
ToolTip = 'Specifies the name of the customer that the invoice was sent to.';
}
field("Bill-to Name 2"; Rec."Bill-to Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Name 2';
Editable = false;
Importance = Additional;
Visible = false;
}
field("Bill-to Address"; Rec."Bill-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Editable = false;
Importance = Additional;
}
field("Bill-to Address 2"; Rec."Bill-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Editable = false;
Importance = Additional;
}
field("Bill-to City"; Rec."Bill-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Editable = false;
Importance = Additional;
}
group(Control95)
{
ShowCaption = false;
Visible = IsBillToCountyVisible;
field("Bill-to County"; Rec."Bill-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Bill-to Country/Region Code";
Editable = false;
Importance = Additional;
}
}
field("Bill-to Post Code"; Rec."Bill-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Editable = false;
Importance = Additional;
ToolTip = 'Specifies the postal code.';
}
field("Bill-to Country/Region Code"; Rec."Bill-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Editable = false;
Importance = Additional;
}
field("Bill-to Contact No."; Rec."Bill-to Contact No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact No.';
Editable = false;
Importance = Additional;
}
field("Bill-to Contact"; Rec."Bill-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
Editable = false;
ToolTip = 'Specifies the name of the person you regularly contact when you communicate with the customer to whom the invoice was sent.';
}
field(BillToContactPhoneNo; BillToContact."Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
Editable = false;
Importance = Additional;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the telephone number of the person you regularly contact when you communicate with the customer to whom the invoice was sent.';
}
field(BillToContactMobilePhoneNo; BillToContact."Mobile Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Mobile Phone No.';
Editable = false;
Importance = Additional;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the mobile telephone number of the person you regularly contact when you communicate with the customer to whom the invoice was sent.';
}
field(BillToContactEmail; BillToContact."E-Mail")
{
ApplicationArea = Basic, Suite;
Caption = 'Email';
Editable = false;
Importance = Additional;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the email address of the person you regularly contact when you communicate with the customer to whom the invoice was sent.';
}
}
}
group("Foreign Trade")
{
Caption = 'Foreign Trade';
field("EU 3-Party Trade"; Rec."EU 3-Party Trade")
{
ApplicationArea = BasicEU;
Editable = false;
}
field("Transaction Specification"; Rec."Transaction Specification")
{
ApplicationArea = BasicEU;
Editable = false;
}
field("Transport Method"; Rec."Transport Method")
{
ApplicationArea = BasicEU;
Editable = false;
}
field("Exit Point"; Rec."Exit Point")
{
ApplicationArea = BasicEU;
Editable = false;
}
field("Area"; Rec.Area)
{
ApplicationArea = BasicEU;
Editable = false;
}
}
}
area(factboxes)
{
part("Attached Documents List"; "Doc. Attachment List Factbox")
{
ApplicationArea = All;
Caption = 'Documents';
UpdatePropagation = Both;
SubPageLink = "Table ID" = const(Database::"Sales Invoice Header"),
"No." = field("No.");
}
part(IncomingDocAttachFactBox; "Incoming Doc. Attach. FactBox")
{
ApplicationArea = Basic, Suite;
ShowFilter = false;
Visible = not IsOfficeAddin;
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
Visible = false;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
}
}
}
actions
{
area(navigation)
{
group("&Invoice")
{
Caption = '&Invoice';
Image = Invoice;
action(Statistics)
{
ApplicationArea = Suite;
Caption = 'Statistics';
Image = Statistics;
RunObject = Page "Sales Invoice Statistics";
RunPageLink = "No." = field("No.");
ShortCutKey = 'F7';
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
}
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Sales Comment Sheet";
RunPageLink = "Document Type" = const("Posted Invoice"),
"No." = field("No."),
"Document Line No." = const(0);
ToolTip = 'View or add comments for the record.';
}
action(Dimensions)
{
AccessByPermission = TableData Dimension = R;
ApplicationArea = Dimensions;
Caption = 'Dimensions';
Image = Dimensions;
ShortCutKey = 'Alt+D';
ToolTip = 'View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.';
trigger OnAction()
begin
Rec.ShowDimensions();
end;
}
action(Approvals)
{
AccessByPermission = TableData "Posted Approval Entry" = R;
ApplicationArea = Suite;
Caption = 'Approvals';
Image = Approvals;
ToolTip = 'View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.ShowPostedApprovalEntries(Rec.RecordId);
end;
}
action(DocAttach)
{
ApplicationArea = All;
Caption = 'Attachments';
Image = Attach;
ToolTip = 'Add a file as an attachment. You can attach images as well as documents.';
trigger OnAction()
var
DocumentAttachmentDetails: Page "Document Attachment Details";
RecRef: RecordRef;
begin
RecRef.GetTable(Rec);
DocumentAttachmentDetails.OpenForRecRef(RecRef);
DocumentAttachmentDetails.RunModal();
end;
}
separator(Action171)
{
}
action(ChangePaymentService)
{
ApplicationArea = Basic, Suite;
Caption = 'Change Payment Service';
Image = ElectronicPayment;
ToolTip = 'Change or add the payment service, such as PayPal Standard, that will be included on the sales document so the customer can quickly access the payment site.';
Visible = PaymentServiceVisible;
trigger OnAction()
var
PaymentServiceSetup: Record "Payment Service Setup";
begin
PaymentServiceSetup.ChangePaymentServicePostedInvoice(Rec);
end;
}
}
group(ActionGroupCRM)
{
Caption = 'Dynamics 365 Sales';
Visible = CRMIntegrationEnabled;
action(CRMGotoInvoice)
{
ApplicationArea = Suite;
Caption = 'Invoice';
Enabled = CRMIsCoupledToRecord;
Image = CoupledSalesInvoice;
ToolTip = 'Open the coupled Dynamics 365 Sales invoice.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
end;
}
action(CreateInCRM)
{
ApplicationArea = Suite;
Caption = 'Create Invoice in Dynamics 365 Sales';
Enabled = not CRMIsCoupledToRecord;
Image = NewSalesInvoice;
ToolTip = 'Create a sales invoice in Dynamics 365 Sales that is connected to this posted sales invoice.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.CreateNewRecordsInCRM(Rec.RecordId);
end;
}
action(ShowLog)
{
ApplicationArea = Suite;
Caption = 'Synchronization Log';
Image = Log;
ToolTip = 'View integration synchronization jobs for the posted sales invoice table.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowLog(Rec.RecordId);
end;
}
}
}
area(processing)
{
group("F&unctions")
{
Caption = 'F&unctions';
Image = "Action";
action("&Track Package")
{
ApplicationArea = Basic, Suite;
Caption = '&Track Package';
Image = ItemTracking;
ToolTip = 'Open the shipping agent''s tracking page to track the package. ';
trigger OnAction()
begin
Rec.StartTrackingSite();
end;
}
}
action(SendCustom)
{
ApplicationArea = Basic, Suite;
Caption = 'Send';
Ellipsis = true;
Image = SendToMultiple;
ToolTip = 'Prepare to send the document according to the customer''s sending profile, such as attached to an email. The Send document to window opens first so you can confirm or select a sending profile.';
trigger OnAction()
var
SalesInvHeader: Record "Sales Invoice Header";
begin
SalesInvHeader := Rec;
CurrPage.SetSelectionFilter(SalesInvHeader);
SalesInvHeader.SendRecords();
end;
}
action(Print)
{
ApplicationArea = Basic, Suite;
Caption = '&Print';
Ellipsis = true;
Image = Print;
ToolTip = 'Prepare to print the document. A report request window for the document opens where you can specify what to include on the print-out.';
Visible = not IsOfficeAddin;
trigger OnAction()
var
IsHandled: Boolean;
begin
SalesInvHeader := Rec;
CurrPage.SetSelectionFilter(SalesInvHeader);
IsHandled := false;
OnBeforeSalesInvHeaderPrintRecords(SalesInvHeader, IsHandled);
if not IsHandled then
SalesInvHeader.PrintRecords(true);
end;
}
action(Email)
{
ApplicationArea = Basic, Suite;
Caption = '&Email';
Image = Email;
ToolTip = 'Prepare to email the document. The Send Email window opens prefilled with the customer''s email address so you can add or edit information.';
trigger OnAction()
begin
SalesInvHeader := Rec;
CurrPage.SetSelectionFilter(SalesInvHeader);
SalesInvHeader.EmailRecords(true);
end;
}
action(AttachAsPDF)
{
ApplicationArea = Basic, Suite;
Caption = 'Attach as PDF';
Image = PrintAttachment;
ToolTip = 'Create a PDF file and attach it to the document.';
trigger OnAction()
var
SalesInvoiceHeader: Record "Sales Invoice Header";
begin
SalesInvoiceHeader := Rec;
SalesInvoiceHeader.SetRecFilter();
Rec.PrintToDocumentAttachment(SalesInvoiceHeader);
end;
}
action("&Navigate")
{
ApplicationArea = Basic, Suite;
Caption = 'Find entries...';
Image = Navigate;
ShortCutKey = 'Ctrl+Alt+Q';
AboutTitle = 'Get detailed posting details';
AboutText = 'Here, you can look up the ledger entries that were created when this invoice was posted, as well as any related documents.';
ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
Visible = not IsOfficeAddin;
trigger OnAction()
begin
Rec.Navigate();
end;
}
action(ActivityLog)
{
ApplicationArea = Basic, Suite;
Caption = 'Activity Log';
Image = Log;
ToolTip = 'View the status and any errors if the document was sent as an electronic document or OCR file through the document exchange service.';
trigger OnAction()
begin
Rec.ShowActivityLog();
end;
}
action("Update Document")
{
ApplicationArea = Basic, Suite;
Caption = 'Update Document';
Image = Edit;
ToolTip = 'Add new information that is relevant to the document, such as a payment reference. You can only edit a few fields because the document has already been posted.';
trigger OnAction()
var
PostedSalesInvUpdate: Page "Posted Sales Inv. - Update";
begin
PostedSalesInvUpdate.LookupMode := true;
PostedSalesInvUpdate.SetRec(Rec);
PostedSalesInvUpdate.RunModal();
end;
}
group(IncomingDocument)
{
Caption = 'Incoming Document';
Image = Documents;
action(IncomingDocCard)
{
ApplicationArea = Basic, Suite;
Caption = 'View Incoming Document';
Enabled = HasIncomingDocument;
Image = ViewOrder;
ToolTip = 'View any incoming document records and file attachments that exist for the entry or document.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
IncomingDocument.ShowCard(Rec."No.", Rec."Posting Date");
end;
}
action(SelectIncomingDoc)
{
AccessByPermission = TableData "Incoming Document" = R;
ApplicationArea = Basic, Suite;
Caption = 'Select Incoming Document';
Enabled = not HasIncomingDocument;
Image = SelectLineToApply;
ToolTip = 'Select an incoming document record and file attachment that you want to link to the entry or document.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
IncomingDocument.SelectIncomingDocumentForPostedDocument(Rec."No.", Rec."Posting Date", Rec.RecordId);
end;
}
action(IncomingDocAttachFile)
{
ApplicationArea = Basic, Suite;
Caption = 'Create Incoming Document from File';
Ellipsis = true;
Enabled = not HasIncomingDocument;
Image = Attach;
ToolTip = 'Create an incoming document record by selecting a file to attach, and then link the incoming document record to the entry or document.';
trigger OnAction()
var
IncomingDocumentAttachment: Record "Incoming Document Attachment";
begin
IncomingDocumentAttachment.NewAttachmentFromPostedDocument(Rec."No.", Rec."Posting Date");
end;
}
}
group(Correct)
{
Caption = 'Correct';
action(CorrectInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Correct';
Image = Undo;
AboutTitle = 'Correct an invoice';
AboutText = 'If you have to make adjustments to this invoice, you can post a correction or cancel the invoice entirely. In both cases, a credit memo is created to represent the adjustment you make.';
ToolTip = 'Reverse this posted invoice. A credit memo will be created and matched with the invoice, and the invoice will be canceled. Shipments for the invoice will be reversed. To create a new invoice with the same information, use the Copy function. When you copy an invoice, remember to post shipments for the new invoice.';
Visible = not Rec.Cancelled;
trigger OnAction()
var
CorrectPstdSalesInvYesNo: Codeunit "Correct PstdSalesInv (Yes/No)";
begin
if CorrectPstdSalesInvYesNo.CorrectInvoice(Rec) then
CurrPage.Close();
end;
}
action(CancelInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Cancel';
Image = Cancel;
ToolTip = 'Create and post a sales credit memo that reverses this posted sales invoice. This posted sales invoice will be canceled.';
Visible = not Rec.Cancelled;
trigger OnAction()
var
CancelPstdSalesInvYesNo: Codeunit "Cancel PstdSalesInv (Yes/No)";
begin
if CancelPstdSalesInvYesNo.CancelInvoice(Rec) then
CurrPage.Close();
end;
}
action(CreateCreditMemo)
{
ApplicationArea = Basic, Suite;
Caption = 'Create Corrective Credit Memo';
Image = CreateCreditMemo;
ToolTip = 'Create a credit memo for this posted invoice that you complete and post manually to reverse the posted invoice.';
trigger OnAction()
var
SalesHeader: Record "Sales Header";
CorrectPostedSalesInvoice: Codeunit "Correct Posted Sales Invoice";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCreateCreditMemoOnAction(Rec, IsHandled);
if IsHandled then
exit;
if CorrectPostedSalesInvoice.CreateCreditMemoCopyDocument(Rec, SalesHeader) then begin
PAGE.Run(PAGE::"Sales Credit Memo", SalesHeader);
CurrPage.Close();
end;
end;
}
action(ShowCreditMemo)
{
ApplicationArea = Basic, Suite;
Caption = 'Show Canceled/Corrective Credit Memo';
Image = CreditMemo;
ToolTip = 'Open the posted sales credit memo that was created when you canceled the posted sales invoice. If the posted sales invoice is the result of a canceled sales credit memo, then the canceled sales credit memo will open.';
Visible = Rec.Cancelled or Rec.Corrective;
trigger OnAction()
begin
Rec.ShowCanceledOrCorrCrMemo();
end;
}
}
group(Invoice)
{
Caption = 'Invoice';
Image = Invoice;
action(Customer)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Image = Customer;
RunObject = Page "Customer Card";
RunPageLink = "No." = field("Sell-to Customer No.");
ShortCutKey = 'Shift+F7';
ToolTip = 'View or edit detailed information about the customer.';
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref("Update Document_Promoted"; "Update Document")
{
}
group(Category_Category5)
{
Caption = 'Correct', Comment = 'Generated from the PromotedActionCategories property index 4.';
ShowAs = SplitButton;
actionref(CorrectInvoice_Promoted; CorrectInvoice)
{
}
actionref(CancelInvoice_Promoted; CancelInvoice)
{
}
actionref(CreateCreditMemo_Promoted; CreateCreditMemo)
{
}
actionref(ShowCreditMemo_Promoted; ShowCreditMemo)
{
}
}
actionref("&Navigate_Promoted"; "&Navigate")
{
}
actionref("&Track Package_Promoted"; "&Track Package")
{
}
actionref(ChangePaymentService_Promoted; ChangePaymentService)
{
}
}
group(Category_Category6)
{
Caption = 'Print/Send', Comment = 'Generated from the PromotedActionCategories property index 5.';
actionref(Print_Promoted; Print)
{
}
actionref(Email_Promoted; Email)
{
}
actionref(AttachAsPDF_Promoted; AttachAsPDF)
{
}
actionref(SendCustom_Promoted; SendCustom)
{
}
}
group(Category_Category4)
{
Caption = 'Invoice', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(Dimensions_Promoted; Dimensions)
{
}
actionref(Statistics_Promoted; Statistics)
{
}
actionref("Co&mments_Promoted"; "Co&mments")
{
}
actionref(DocAttach_Promoted; DocAttach)
{
}
actionref(Approvals_Promoted; Approvals)
{
}
actionref(ActivityLog_Promoted; ActivityLog)
{
}
separator(Navigate_Separator)
{
}
actionref(Customer_Promoted; Customer)
{
}
}
group("Category_Incoming Document")
{
Caption = 'Incoming Document';
actionref(SelectIncomingDoc_Promoted; SelectIncomingDoc)
{
}
actionref(IncomingDocAttachFile_Promoted; IncomingDocAttachFile)
{
}
actionref(IncomingDocCard_Promoted; IncomingDocCard)
{
}
}
group(Category_Category7)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 6.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
group(Category_Synchronize)
{
Caption = 'Synchronize';
Visible = CRMIntegrationEnabled;
actionref(CreateInCRM_Promoted; CreateInCRM)
{
}
actionref(CRMGotoInvoice_Promoted; CRMGotoInvoice)
{
}
actionref(ShowLog_Promoted; ShowLog)
{
}
}
}
}
trigger OnAfterGetCurrRecord()
var
IncomingDocument: Record "Incoming Document";
CRMCouplingManagement: Codeunit "CRM Coupling Management";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeOnAfterGetCurrRecord(Rec, IsHandled, CRMIsCoupledToRecord, CRMIntegrationEnabled);
if IsHandled then
exit;
if GuiAllowed() then begin
HasIncomingDocument := IncomingDocument.PostedDocExists(Rec."No.", Rec."Posting Date");
DocExchStatusStyle := Rec.GetDocExchStatusStyle();
CurrPage.IncomingDocAttachFactBox.PAGE.LoadDataFromRecord(Rec);
if CRMIntegrationEnabled then begin
CRMIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
if Rec."No." <> xRec."No." then
CRMIntegrationManagement.SendResultNotification(Rec);
end;
end;
UpdatePaymentService();
DocExcStatusVisible := Rec.DocExchangeStatusIsSent();
end;
trigger OnAfterGetRecord()
begin
DocExchStatusStyle := Rec.GetDocExchStatusStyle();
SellToContact.GetOrClear(Rec."Sell-to Contact No.");
BillToContact.GetOrClear(Rec."Bill-to Contact No.");
end;
trigger OnInit()
begin
DocExcStatusVisible := true;
end;
trigger OnOpenPage()
var
PaymentServiceSetup: Record "Payment Service Setup";
OfficeMgt: Codeunit "Office Management";
VATReportingDateMgt: Codeunit "VAT Reporting Date Mgt";
begin
Rec.SetSecurityFilterOnRespCenter();
CRMIntegrationEnabled := CRMIntegrationManagement.IsCRMIntegrationEnabled();
IsOfficeAddin := OfficeMgt.IsAvailable();
ActivateFields();
PaymentServiceVisible := PaymentServiceSetup.IsPaymentServiceVisible();
VATDateEnabled := VATReportingDateMgt.IsVATDateEnabled();
end;
var
SellToContact: Record Contact;
BillToContact: Record Contact;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
FormatAddress: Codeunit "Format Address";
ChangeExchangeRate: Page "Change Exchange Rate";
HasIncomingDocument: Boolean;
DocExchStatusStyle: Text;
CRMIntegrationEnabled: Boolean;
CRMIsCoupledToRecord: Boolean;
PaymentServiceVisible: Boolean;
PaymentServiceEnabled: Boolean;
DocExcStatusVisible: Boolean;
IsBillToCountyVisible: Boolean;
IsSellToCountyVisible: Boolean;
IsShipToCountyVisible: Boolean;
VATDateEnabled: Boolean;
protected var
SalesInvHeader: Record "Sales Invoice Header";
IsOfficeAddin: Boolean;
local procedure ActivateFields()
begin
IsBillToCountyVisible := FormatAddress.UseCounty(Rec."Bill-to Country/Region Code");
IsSellToCountyVisible := FormatAddress.UseCounty(Rec."Sell-to Country/Region Code");
IsShipToCountyVisible := FormatAddress.UseCounty(Rec."Ship-to Country/Region Code");
end;
local procedure UpdatePaymentService()
var
PaymentServiceSetup: Record "Payment Service Setup";
begin
PaymentServiceEnabled := PaymentServiceSetup.CanChangePaymentService(Rec);
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeSalesInvHeaderPrintRecords(var SalesInvHeader: Record "Sales Invoice Header"; var IsHandled: Boolean)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeCreateCreditMemoOnAction(var SalesInvoiceHeader: Record "Sales Invoice Header"; var IsHandled: Boolean)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeOnAfterGetCurrRecord(var SalesInvoiceHeader: Record "Sales Invoice Header"; var IsHandled: Boolean; var CRMIsCoupledToRecord: Boolean; var CRMIntegrationEnabled: Boolean)
begin
end;
}