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Copy Custom Field From Sales Order To Invoice When Invoice Created

  • 12 September 2023
  • 7 replies
  • 229 views
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I have created a custom field called GTRInvoice in my sales orders table and my invoices table and I would like that field to copy to the invoice when it is created from the sales order. I Cannot find any existing examples of how to do this that show the working code.

I did override the  SOInvoiceEntry InvoiceOrder method but it is not the same as the old examples.

This is what I have

    public delegate void InvoiceOrderDelegate(InvoiceOrderDelegateArgs args);
    [PXOverride]
    public void InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate baseMethod)
    {
      baseMethod(args);
    }

 

Any help is greatly appreciated.

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Best answer by Vignesh Ponnusamy 13 September 2023, 22:38

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7 replies

Naveen Boga
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Userlevel 7
Badge +17

Hi @TimMarkiw  In the Invoices screen, we have a feasibility to add the Multiple Orders to the Single Invoice. In this case, you wanted to display comma-separated values in the Invoice header section.

 

 

Naveen B
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Hello Naveen,

 

We will always only put a single sales order on a single invoice so i only need to know how to copy the GTRInvoice field exactly as it is in the sales order being invoiced. 

Thanks

 

S
Rank
Userlevel 7
Badge +10

Hi @TimMarkiw ,

You can use below code snippet to pass custom field from SO to invoice.

    public delegate void PersistDelegate();

        [PXOverride]
        public void Persist(PersistDelegate baseMethod)
        {
            baseMethod();
        SOOrderEntry soOrderEntryGraph = PXGraph.CreateInstance<SOOrderEntry>();

        SOOrder soOrder = soOrderEntryGraph.Document.Current;

            if (soOrder != null)
            {
                ARInvoice arInvoice = new ARInvoice();

                // Copy the custom field value from Sales Order to Invoice
                arInvoice.GetExtension<ARRegisterExt>().UsrCustomField = soOrder.GetExtension<SOOrderExt>().UsrCustomField ;

                Base.ARInvoice_CustomerID_DocType_RefNbr.Cache.Insert(arInvoice);
            }
        }

Hope, it helps!

Regards,

Sweta

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Rank

@sweta68 

 

Hello Sweta,

I haven’t gotten this to work yet but I wanted to give you an update.

When I add this code

   public delegate void PersistDelegate();

        [PXOverride]
        public void Persist(PersistDelegate baseMethod)
        {
            baseMethod();
        SOOrderEntry soOrderEntryGraph = PXGraph.CreateInstance<SOOrderEntry>();

        SOOrder soOrder = soOrderEntryGraph.Document.Current;

            if (soOrder != null)
            {
                ARInvoice arInvoice = new ARInvoice();

                // Copy the custom field value from Sales Order to Invoice
                arInvoice.GetExtension<ARRegisterExt>().UsrGTRInvoice = soOrder.GetExtension<SOOrderExt>().UsrGTRInvoice ;

                Base.ARInvoice_CustomerID_DocType_RefNbr.Cache.Insert(arInvoice);
            } else
              {

                }
        }

to the SOInvoiceEntry the code compiles, published and runs, however the GTRInvoice was not copied across and the soOrder is always null so the if condition is never fulfilled. I added the else for testing and the code within it was always the code that was executed.

I am going to continue to try more things this afternoon and I will let you know if works or if I need further help.

 

Thank You!

 

darylbowman
Rank
Badge +11

Your SOOrder will always be null because soOrderEntryGraph.Document.Current is null in a newly created graph instance.

 

Use:

SOOrder order = soOrderEntryGraph.Document.Search<SOOrder.orderType, SOOrder.orderNbr>(order.OrderType, order.OrderNbr, order.OrderType);

 

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
Vignesh Ponnusamy
Rank
Userlevel 7
Badge +4

Hi @TimMarkiw,

You can override the PrepareInvoice method in the SOOrderEntry and AddHandler(from PXGraph) then inject the code to copy the custom field. 

Below is a quick example,

    public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>
    {
        #region Event Handlers
        public delegate IEnumerable PrepareInvoiceDelegate(PXAdapter adapter);
        [PXOverride]
        public IEnumerable PrepareInvoice(PXAdapter adapter, PrepareInvoiceDelegate baseMethod)
        {
            PXGraph.InstanceCreated.AddHandler<SOInvoiceEntry>((invoiceGraph) =>
            {
                invoiceGraph.RowPersisting.AddHandler<ARRegister>((sender, e) =>
                {
                    ARRegister currentInvoice = (ARRegister)e.Row;
                    ARRegisterExt registerExt = currentInvoice.GetExtension<ARRegisterExt>();
                    SOOrderExt orderExt = Base.Document.Cache.GetExtension<SOOrderExt>(Base.Document.Current);
                    registerExt.UsrGTRInvoice = orderExt.UsrGTRInvoice;
                });
            });
            return baseMethod(adapter);
        }
        #endregion
    }

I have also attached the customization package for reference. 

Good Luck.!

1 Attachment
#VP
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Here is my final code mostly taken from a post by @darylbowman  

 

  public static string GTRInvoiceNumber = "";
    #region Event Handlers
      public delegate IEnumerable PrepareInvoiceDelegate(PXAdapter adapter);

      [PXOverride]
      public IEnumerable PrepareInvoice(PXAdapter adapter, PrepareInvoiceDelegate baseMethod)
      {
        PXGraph.InstanceCreated.AddHandler<SOInvoiceEntry>((graph) =>
        {
          graph.RowPersisting.AddHandler<ARInvoice>((cache, e) =>
          {
            var invoice = e.Row as ARInvoice;
            if (invoice is null) return;
            string gtrInvoiceNumber = GTRInvoiceNumber;
            cache.SetValue<ARRegisterExt.usrGTRInvoice>(invoice, gtrInvoiceNumber);
            cache.Update(invoice);
          });
          graph.RowInserted.AddHandler<ARTran>((cache, e) =>
          {
            var tran = e.Row as ARTran;
            if (tran is null) return;
            var invoice = graph.Caches[typeof(ARInvoice)].Current as ARInvoice;
            ARRegisterExt registerExt = invoice.GetExtension<ARRegisterExt>();
            SOOrderExt orderExt = Base.Document.Cache.GetExtension<SOOrderExt>(Base.Document.Current);
            GTRInvoiceNumber = orderExt.UsrGTRInvoice;
          });
        });
        return baseMethod(adapter);
      }
    #endregion

 

 

Thank you all for your help.

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