Hiding Posted AP Invoice's Batches

[smarteng]

Hi,
The Customer required that all AP batches that have been posted to GL should be hidden in AP after posting,so the user can't see these batches.
Is it Doable?

thanks

[oteixeira]

Hello.

Yes, it can be done. Using Forms Personalization you can clear the posted records leaving only the ones are not posted.

Octavio

[smarteng]

Hi,
Can you explain in more detail please.
Thanks.

[admin]

Pl ask your technical team member to exclude invoices which are transferred to GL using forms personalization. thanks

[oteixeira]

Ok.Here?s what you have to do:
-Open the Invoice Batches window and navigate to Help/Diagnostics/Custom Code/Personalize.
-This personalization has 2 conditions.
First Condition
Seq=1
Description=Do nothing for new records

Condition
Trigger Event=WHEN-NEW-ITEM-INSTANCE
Trigger Object=BAT_SUM_FOLDER.BATCH_NAME
Condition= :SYSTEM.RECORD_STATUS <> 'NEW'

Actions
There are no Actions for this Condition

Second Condition
Seq=2
Description=Hide posted batches

Trigger Event=WHEN-NEW-ITEM-INSTANCE
Trigger Object=BAT_SUM_FOLDER.BATCH_NAME
Condition=(select count(*) from ap_invoice_distributions_all where invoice_id in (select Invoice_id from ap_invoices_all where batch_id = :BAT_SUM_FOLDER.BATCH_ID) and posted_flag = 'N')=0 and :BAT_SUM_FOLDER.BATCH_ID is not null

Actions
Seq=1
Type=Builtin
Description=Clear record
Builtin Type=DO_KEY
Argument=CLEAR_RECORD

Save your work, close all forms, query for existing records and check if the record is cleared each time a batch name with posting status is selected.

If you have any doubts mail me to oteixeira[@]tuiportugal.com

Octavio

[hellay_zhao]

Thank you guy for this good material.