Fetching Shipment Lines for Sales Invoice

Functionality Description

When creating a new sales invoice, it is possible by default to fetch shipment lines that were created for shipment documents. We have extended this functionality with several improvements.

Fetch Shipment Lines Action

When adding shipment lines in the standard system, comment lines are created that contain the shipment document number. Now, it is possible to configure the comment functionality. More information can be found in the Configuration section.

Comment Language

The language of the inserted comments is based on the Language Code specified for the given invoice. This field is hidden by default, and its default value is taken from the Language Code field on the customer card. If the language is not defined, comments will be created based on the current language of the user creating the sales document.

Warning

To fully utilize the above functionality for languages other than English, you need to install the language packs provided for free by Microsoft on AppSource.

Configuration

The rule that determines the behavior of comments can be changed on the N24 Core Extension Setup page in the Automatic document comments tab. There are three options to choose from:

Use standard (default) - the behavior of fetching shipment lines remains unchanged,
Use custom - allows creating comments based on defined fields on the Invoice Comment Configuration page,
Hide comments - comments are hidden. All items from shipment documents are displayed without grouping.

Invoice Comment Configuration Page

To open the Invoice Comment Configuration, first go to the configuration page discussed in the previous section. After entering the page, in the Actions menu, click on Open Shipment Line Comment Field Settings.

Note! The action is available only when the Use custom option is enabled in the Shipment Line Comments section on the Core N24 Settings page.

The opened page allows defining custom fields that will be used to create comments. Each field is a new comment. The comment will look as follows: [Selected Field Name]: [Selected Field Value]. After filling the field with real information, an example looks like this: Customer No. (sales): N000005.

After adding a field, it is enabled by default. A comment with the defined field will be inserted into the sales invoice line. After disabling the field, the comment for that field will not be created. The value can be controlled in the Create new comment using this field field.

Job Planning Line Comments

Functionality Description

When creating a new sales invoice from job planning lines, it's possible to add automatic comments with job information. This functionality works similarly to shipment line comments but uses job fields as the source of information.

Comment Language

Warning

To fully utilize the above functionality for languages other than English, you need to install the language packs provided for free by Microsoft on AppSource.

Configuration

The rule that determines the behavior of comments can be changed on the N24 Core Extension Setup page in the Automatic document comments tab. There are two options to choose from:

Use standard (default) - the comment functionality is disabled,
Use custom - allows creating comments based on defined fields on the Job Planning Line Comment Setup page.

Job Planning Line Comment Setup Page

To open the Job Planning Line Comment Setup page, first go to the configuration page discussed in the previous section. The action is available only when the Use custom option is enabled in the Job Planning Line Comments section.

The opened page allows defining custom fields from the Job table that will be used to create comments. Each field is a new comment. The comment will look as follows: [Selected Field Name]: [Selected Field Value]. After filling the field with real information, an example looks like this: Job No.: JOB001.