Method Community

Hello!  I am working with sales orders and creating invoices from those sales orders using the "Create Invoice" button.  After you select the items to invoice and click "Next" an invoice screen pops up.  I would like to replace that standard invoice screen with a custom invoice screen since we do not use all of the fields provided.

In the "SalesOrder_CreateInvoice" screen, the last action for the "Next" button is to Go To the Invoice Screen.   When I click "Edit," the Screens selection is blank.  I have tried selecting my custom invoice screen in that field but none of the information from the sales order is transferred to my invoice screen.  It pops up blank.

I'm wondering what I am missing.  Perhaps it is not possible to swap the standard invoice screen with your own custom screen (at least, not an easy swap)?  Any insight is appreciated.

Thanks!

Bump 

Hi Tricia,

Thank you for your patience, we wanted to address your question regarding your invoice screen.

In order to get the desired result, you would have to select the following options in the Go To Screen action:

Screens: *Name of your custom invoice screen*
The Screen: Has a specified Active Record ID
Specify Record ID: Action Result -> ResultInvoiceRecordID

To elaborate on how this works, let’s say there is a sales order with some data, clicking the "Next" button inserts data from the sales order as a new record in the invoice table and returns the Record ID (the Invoice number). This Record ID becomes the action result “resultInvoiceRecordID” and is used to reference that same data in the invoice table (essentially to create a link between the new screen and the data in the sales order). The Go To Screen action then takes you to the Invoice Screen and shows you the correct invoice as it references the correct Record ID.

Hope this helps,

Michael.

Hi Michael - thank you for the reply.  I will try that and report back.

That certainly did the trick.  Thank you!! 

 That's great to hear :).