Question

How to Add Shipment Ref # on my Invoice Summary


Hi, Everyone.

 

Newbie here. Can someone pls help me how to add the Shipment Ref # on my Invoice Summary pls.

 

Thank you,

Jay

 

 


5 replies

Userlevel 6
Badge +8

Hi @guintojoeyjay It requires a customization to display the “Shipment Nbr” in the Invoices header section and this customization should also covers the below scenarios.

  • Single SO → Single Shipment  #1001→ Invoice Header field will show #1001
  • As part of Acumatica standard functionality, we can add multiple Sales Orders using “Add Order” grid button.
    • Single Sales Order may have multiple Shipments
    • Multiple SOs with multiple Shipments.
  • In this case, make sure that customization should display Shipment Nbrs with comma(,) separated values in the Invoices screen.

Hi @Naveen B . Where do I begin doing the customization pls?

 

Thank you,

Jay

Userlevel 6
Badge +8

Since you want to display Shipment Nbr Invoices screen, please extend the DAC of ARInvoice and add a new field.

Then extend SOInvoiceEntry graph to have a logic to bring the Shipment Nbrs to display the header section.

@Naveen B is it the same logic if I wanted to add shipment # on my Sales Order Screen summary? Or If I want to show my SO# on my shipment screen?

 

Thank you,

Jay

Userlevel 6
Badge +8

It will be bit different.. below is the simple logic.

In the ARTran table anyways you have the “Shipment Nbr”, so just loop through the grid records and populate the values in the header section.

string shipmentnbrs = string.Empty;

foreach (ARTran ObjTran in Base.Transactions.Select())
{

if (ObjTran != null)
    { 
      shipmentnbrs += ObjTran.SOShipmentNbr + ", "; 
      }  
 }        
     
// add this Shipmentnbrs values to the extended ARInvoice DAC field  
                    

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