Adding New Document Type to Cust. Ledger Entry/Gen. Journal

RoddyMcLean

Hi,

I have a requirement to add a new document type to "cust. ledger entry" called certificate. I'm going to add it in the following manner to allow for future upgrades: -

,Payment,Invoice,Credit Memo,Finance Charge Memo,Reminder,Refund,,,,,,,,,,,,,,,,,,,,Certificate

Essentially a Certificate (specific to construction) is the same as an Invoice, with some differences. Has anyone done anything like this before? I'm going to try it out today (with the toolkit's help) and any pointers would be greatly appreciated.

Regards
Roddy

matteo_montanari

RoddyMcLean wrote:

Hi,

I have a requirement to add a new document type to "cust. ledger entry" called certificate. I'm going to add it in the following manner to allow for future upgrades: -

,Payment,Invoice,Credit Memo,Finance Charge Memo,Reminder,Refund,,,,,,,,,,,,,,,,,,,,Certificate

Essentially a Certificate (specific to construction) is the same as an Invoice, with some differences. Has anyone done anything like this before? I'm going to try it out today (with the toolkit's help) and any pointers would be greatly appreciated.

Regards
Roddy

Hi

If it's like an invoice, why not use "invoice" and add a new field "certificate" [boolean]?
Change the document type is a heavy change and it will broke every addon..

Matteo

RoddyMcLean

Hi,

Thanks for the reply . I've suggested that and its being resisted a bit.

Roddy

David_Singleton

RoddyMcLean wrote:

Hi,

Thanks for the reply . I've suggested that and its being resisted a bit.

Roddy

Push them. Matteo's suggestion is much better for the client than adding a new option.

RoddyMcLean

I am. I wondered if it was perhaps not so difficult to do?