Direct Links to Ledger Entries

vinodalath

Can anyone help on the below?

From the Ledger Entries screen, clicking on a particular transaction line should open the Posted Sales Invoice form with the invoice details.

Thanks,

Vinod

DaveT

Hi Vinod,

You can acheive this with code. You will need to do this for each type but here's sample code

    CLEAR( PostedSalesInvoice );
    PostedSalesInv.SETRANGE( "No.", CLE."Document no." );
    PostedSalesInvoice.LOOKUPMODE(TRUE );
    PostedSalesInvoice.SETTABLEVIEW( PostedSalesInv );
    PostedSalesInvoice.RUNMODAL;

where CLE is a record variable of Customer ledger entry
PostedSalesInv is a record variable of Posted Sales Invoice
PostedSalesInvoice is a form of Posted Sales Invoice

Welcome to Mibuso

kine

vinodalath wrote:

Can anyone help on the below?

From the Ledger Entries screen, clicking on a particular transaction line should open the Posted Sales Invoice form with the invoice details.

Thanks,

Vinod

1) Just clicking on the line is not enough in NAV to open something... you need to use some button or button with hotkey to open it.
2) For same result you can use the Navigate functionality
3) Are you talking about GL Ledger entries or Item Ledger Entries?

DaveT

Hi Kamil,

Can you not acheive the "double click" using a button with default property to yes ? ... Works for me

kine

DaveT wrote:

Hi Kamil,

Can you not acheive the "double click" using a button with default property to yes ? ... Works for me

Ok, but what if I double-click outside the table box or on some edit box (like some header fields etc.)?

DaveT

Hi Kamil,

Ok fair point but Vinod did say

From the Ledger Entries screen, clicking on a particular transaction line

Savatage

kine wrote:

2) For same result you can use the Navigate functionality

Click On entry->Navigate->Posted Sales Invoice->Show->Shft-F5

I guess they want to eliminate a click or 2 :whistle:

Navigate works fine no need to reinvent it. As stated above if you use code you have to plan for all the types.....

Do you want credits to show the posted credit?
Payments to show you the Deposit?
What if it was just a journal entry?

For me I would do something like...OnLookup of the Document No add code. (Using code snipit from above )

CASE "Document Type" OF "Document Type"::"Credit Memo":
 BEGIN
    CLEAR(PostedCreditForm);
    PostedCreditInv.SETFILTER(PostedCreditInv."No.","Document No.");
    PostedCreditForm.LOOKUPMODE(TRUE );
    PostedCreditForm.SETTABLEVIEW(PostedCreditInv);
    PostedCreditForm.RUNMODAL;
 END
END;
CASE "Document Type" OF "Document Type"::Invoice:
 BEGIN
    CLEAR(PostedSalesForm);
    PostedSalesInv.SETFILTER(PostedSalesInv."No.","Document No.");
    PostedSalesForm.LOOKUPMODE(TRUE );
    PostedSalesForm.SETTABLEVIEW(PostedSalesInv);
    PostedSalesForm.RUNMODAL;
 END
END;
CASE "Document Type" OF "Document Type"::Payment:
 BEGIN
    CLEAR(PostedPaymentForm);
    PostedPaymentInv.SETFILTER(PostedPaymentInv."No.","Document No.");
    PostedPaymentForm.LOOKUPMODE(TRUE );
    PostedPaymentForm.SETTABLEVIEW(PostedPaymentInv);
    PostedPaymentForm.RUNMODAL;
 END
END;

PostedSalesInv-Record-Sales Invoice Header
PostedCreditInv-Record-Sales Cr.Memo Header
PostedSalesForm-Form-Posted Sales Invoice
PostedCreditForm-Form-Posted Sales Credit Memo
PostedPaymentInv-Record-Posted Deposit Header
PostedPaymentForm-Form-Posted Deposits
CLE-Record-Cust. Ledger Entry

Now all you have to do is use the lookup on the Document No of the CLE's and it will bring you to the Inv,Credit or payment

**note your Deposit tables might vary from mine
Someone will probably come by and convert this to 3 lines of code

vinodalath

Thanks for all the replies. The below code worked for us.

Added the following code to a button c/al code. Had to create two Global Variables InvoiceHeader & CreditMemoHeader in the Cust Ledger Entry Form.


IF "Document Type" = "Document Type"::Invoice THEN
BEGIN
InvoiceHeader.GET("Document No.");
FORM.RUN(FORM::"Posted Sales Invoice", InvoiceHeader);
END
ELSE IF "Document Type" = "Document Type"::"Credit Memo" THEN
BEGIN
CreditMemoHeader.GET("Document No.");
FORM.RUN(FORM::"Posted Sales Credit Memo", CreditMemoHeader);
END;