Okay sorry I am not sure if this has been answered by all the posts so far but the requirement is just:
1) During proforma posting assign invoice number (there is no AR or ledger postings at this time) 2) At invoice posting use this invoice number (Not sure for you but for me the issue was behind the scenes the reason proforma needs invoice number is to look like a normal invoice so that it can clear customs. This is a problem for shipments that need invoice for customs but invoice to the end customer is only upon arrival date and finance did not want allow sale users to post into future periods. South American countries seem to be very strict in needing a invoice number so use of proforma or sales order is not good enough) I did a solution for a customer but it was XAL not Ax but the same thing applies. Solution: 1) Use normal number series call to get invoice number when doing proforma. 2) Store on sales order and lock sales order (if you don't want any change allowed between proforma and invoice). 3) Make function that allows proforma to be converted into actual invoice (using assigned number) Areas of concern: 1) Locking sales order so nothing can change (maybe not required for you but then you can have proforma with invoice number and tax invoice having different amounts which is probably gogin to get you into trouble) 2) What happens if proforma needs to be changed/cancelled? Need credit note number etc as if was like a normal invoice etc (this was the biggest effort for me....had to do a lot of recording and tracking of invoice numbers to show invoice X was cancelled etc since there was no record in AR etc) All the best Will try to provide the experiences from my attempt but really busy right now James -----Original Message----- From: Axapta-Knowledge-Village@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of allie Sent: 25 January 2007 09:48 To: Axapta-Knowledge-Village@yahoogroups.com Subject: Re: [Axapta-Knowledge-Village] Re: proforma invoice with invoice number Amer, Glad to see you manged to develop an ideal "development solution" to someone else's problem. I have never professed to be an ace developer but I know how the application works. The first words we learn in AX training is "Best Practice" so pointing out future flaws that may arise out of "dream" ad-hoc code and modifications which go against it is always a plus. Perhaps next time you will read and uderstand the thinking behind before criticizing others? Kenneth, If I understand correctly you want to reuse the proforma invoice id when you are ready to post the actual sales invoice correct? If this is the case then my original answer still stands. Invoice id is a primary field in most AR tables and is the main identifier in transaction lines and tracking. Forcing Axapta to use the exact same id for pro-forma invoice and sales invoice can potentially spell disaster for reconciliation purposes. In most axapta transactions tables the invoice id field is default set to reject duplicates. If this is an absolute requirement of your client after all considerations you could probably modify code to delete the proforma invoice header and lines from all related tables upon posting of the final sales invoice. Good luck. ----- Original Message ---- From: kennethpotter83 <[EMAIL PROTECTED]> To: Axapta-Knowledge-Village@yahoogroups.com Sent: Monday, 22 January, 2007 3:19:29 AM Subject: [Axapta-Knowledge-Village] Re: proforma invoice with invoice number Amer, Thank you for replying. I think your solution is not to what my question is. I am trying to have proforma invoice assigned with an Invoice Id while standard proforma invoice hasn't the invoice id. Apart from that, the proforma invoice id will then reused in commercial invoice hence proforma invoice and commercial invoice both assigned with invoice id, and sharing one invoice id. Has any expert implemented Axapta with such requirement before? Thanks in advance for your help. kenneth potter --- In Axapta-Knowledge- [EMAIL PROTECTED] ups.com, Amer Adnan <sendtoamer@ ...> wrote: > > Dear, > > > well.. if you notice that in the SalesTable form, when you press "invoice" a new dialog appears thats post this sales order after you give it some parameter like and then press "OK". > > > All what you should do here is to pass a parameter from you dialog or class to that window and pressing "OK" automatically (or disappearing that window, the thing that i will show you next). > > Now, if you notice in the internal operations, the SalesTable form calls first the class: SalesFormLetter. .. which then, calls the new form (SalesEditLines) . > > to pass the "invoice" value to the SalesEditLines: > 1)) Call the SalesFormLetter: :Main(Args args): args parameter should have the SalesTable as its record [args.record( salesTable) ]... and a string value as [args.parm(" any string but now empty")].. > > 2)) add an global element (NoYes invoice; //in the class declaration) > > 3)) in SalesformLetter. Main(args args): check if you recieve a value in args.parm.. if yes.. set the element you just declared in class declaration to that (invoice = NoYes::Yes; )... > > 4)) declare a method that sets/gets this value > > you now fininshed from the first step. > > 4))In SalesEditLine. run(),cut its content.. and paste it in a new function clled: (preRun) write the following lines: > > if(salesFormLetter. invoiceTicket( ) == NoYes::Yes)/ /the form has been called by your form > { > this.preRun( ); > salesParmUpdate. SpecQty = SalesUpdate: :All; > this.close() ; //to close it without pressing OK and before showing the form > } > else //the form has been called by SalesTable form > { > super(); //show the form > this.preRun( ); // run the usual code... > } > > try it. > > thats all. > > I hope you get use of that. > > > > > good luck :) > amer > > > kennethpotter83 <kennethpotter83@ ...> wrote: > Amer, > > I'm looking for anything that might be able to help my client. If > you'd be so kind to provide me the development solution, I would be > thankful. > > thanks in advance for your help. > > kenneth potter > > --- In Axapta-Knowledge- [EMAIL PROTECTED] ups.com, Amer Adnan > <sendtoamer@ > wrote: > > > > Kenneth, > > > > > > I didnt get you :S. > > > > Do you need a development solution? or a bussiness one?? > > > > i just faced the same case. I've successfully implemented that. > It doesnt requires more than 20 lines of code!. > > > > > > good luck, waiting for your answer :) > > amer > > > > allie <allisson_l@ > wrote: > > Kenneth, > > > > Unless the numbering sequence is set as same in sales parameters > the numbr on the pro-forma invoice will not be the same as that on > the actual invoice. In any case the pro forma can be printed many > times and the number will change as many time as it is printed unless > it sent to printer as a reprint. The actual SO invoice number > therefore will not be the same as the pro forma unless manually set. > This will require code changes. > > > > P.S. Point out to your client the possibility of misuse (theft) if > the pro-forma and the actal invoice are set up to match exactly they > could be setting themself up for losses. > > > > Tracy-Ann > > > > ----- Original Message ---- > > From: kennethpotter83 <kennethpotter83@ > > > To: Axapta-Knowledge- [EMAIL PROTECTED] ups.com > > Sent: Tuesday, 16 January, 2007 10:27:22 PM > > Subject: [Axapta-Knowledge- Village] proforma invoice with invoice > number > > > > hello. > > > > My client has required dynamisc ax to assign an invoice number to > > proforma sales invoice (with "posting" check box unchecked) that is > > same as the actual sales invoice. > > > > May you be so kind to enlighten me on this. > > > > thanks in advance for your help. > > > > kenneth potter > > > > > > ____________ _________ _________ _________ _________ _________ _ > > Copy addresses and emails from any email account to Yahoo! Mail - > quick, easy and free. http://uk.docs. yahoo.com/ trueswitch2. html > > > > [Non-text portions of this message have been removed] > > > > > > > > > > > > > > ------------ --------- --------- --- > > Finding fabulous fares is fun. > > Let Yahoo! FareChase search your favorite travel sites to find > flight and hotel bargains. > > > > [Non-text portions of this message have been removed] > > > > > > > > > ------------ --------- --------- --- > Everyone is raving about the all-new Yahoo! Mail beta. > > [Non-text portions of this message have been removed] > ___________________________________________________________ What kind of emailer are you? Find out today - get a free analysis of your email personality. Take the quiz at the Yahoo! Mail Championship. http://uk.rd.yahoo.com/evt=44106/*http://mail.yahoo.net/uk [Non-text portions of this message have been removed] Sharing the knowledge on Axapta. Visit www.frappr.com/axapta for axapta friends. 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