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Working with the app


2024/09/05 • 3 min. to read

Warning

This app describes some functions and concepts that require additional programming effort. Report customizations are suggestions only and are not included in this app.

Line control and positioning

In the Sales Quotes, Sales Orders, Sales Invoices, Sales Return Orders and Sales Credit Memos there are several actions to move and structure lines. Using the actions to create position codes and category numbers, you can have several of these fields filled in one step.

Fields

There are also several fields that can be displayed.

Optional quantity / Optional line amount

In the Sales Quotes there is also the possibility of specifying optional positions. These are recorded normally, but instead of filling the Quantity, the Optional Quantity has to be filled. Optional items have the special feature that they do not appear in the total amount of the offer and cannot be included in a Sales Order.

Position code

With Postion Codes you can assign a numbering to the lines. Such as: "1.1", "1.2", "1.2.1", etc.

Row No. / Totaling

The Row No. field and the Totaling field are there to generate subtotals. In the Totaling field you can enter a formula that consists of several Row Numbers. In the prepared fields Total Line Amount or Total Optional Line Amount the totals of the individual lines with Row Numbers are then displayed in the totals line. If necessary, additional fields can also be added to a page or report that should be totaled. Example implementation:
field(ESDTotalLineAmountNVX; Rec.ESDGetTotalingValueNVX(Rec.FieldNo("Line Amount")))
{
    ApplicationArea = All;
    AutoFormatExpression = Rec."Currency Code";
    AutoFormatType = 1;
    Caption = 'Total Line Amount';
    CaptionClass = Rec.ESDGetTotalValueFieldCaptionNVX(Rec.FieldNo("Line Amount"));
    Editable = false;
    ToolTip = 'Specifies the sum of the Line Amount corresponding the formula in the ''Totaling'' field.';
    Visible = false;
}

Bold

The "Bold" field controls whether the "Type", "No." and "Description" columns should be displayed in bold in the mask. This field can be used to customize a report to display rows in bold. But this has to be programmed additionally.

New Page

The "New Page" field is only intended so that you can customize reports to insert a page break. But this has to be programmed additionally. Position No. The "Position no." field also has a key and thus an efficient sorting option. In the Extended Sales Documents Setup you can switch the sorting by position number on the sales document pages on and off. In order for a printout to be printed according to this sorting, it must first be programmed additionally.

See also




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