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Hiding Posted AP Invoice's Batches
Posted: Tue Apr 28, 2009 5:33 am
by 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
Posted: Tue Apr 28, 2009 8:16 am
by oteixeira
Hello.
Yes, it can be done. Using Forms Personalization you can clear the posted records leaving only the ones are not posted.
Octavio
Posted: Tue Apr 28, 2009 9:35 am
by smarteng
Hi,
Can you explain in more detail please.
Thanks.
Posted: Tue Apr 28, 2009 10:18 am
by admin
Pl ask your technical team member to exclude invoices which are transferred to GL using forms personalization. thanks
Posted: Tue Apr 28, 2009 10:43 am
by 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
Posted: Wed May 20, 2009 9:48 pm
by hellay_zhao
Thank you guy for this good material.