Extension of sales documents with position codes, line shifting, subtotals and customization options for reports.
Current Version: 1.0.6.0as of Business Central 22.
Manual
Creation date: 2024/11/22 The current version of this manual can be found at:
☰ Contents
General
App Extended Sales Documents This app provied new possibilities to give positions in Sales Documents position codes, move lines in one and the same document and use subtotals in printouts...
Setup
App Setup This page sets up how the new functions should behave in the sales documents...
Tasks
Working with the App
Sales Lines
Sales Quote
Sales Order
Blanket Sales Order
Sales Invoice
Sales Return Order
Sales Credit Memo
Sales Quote Archive
Sales Order Archive
Posted Sales Shipment
Posted Sales Invoice
Posted Return Receipt
Posted Sales Credit Memo
Appendix
Release Notes
Docs / NVXESD Extended Sales Documents / General General
This app provied new possibilities to give positions in Sales Documents position codes, move lines in one and the same document and use subtotals in printouts.
This app does not provide any additional printouts or reports but provides only general extensibility for printouts.
This page sets up how the new functions should behave in the sales documents.
General, Fields
Use Position No. Sorting
Specifies if you want to use the position number sorting in the documents and thus use the up and down arrows.
Show Row No. Errors
Specifies if you want to show errors due to row numbers and totaling calculation directly in the document creation.
Skip Zero on Shipment (Sales)
Specifies if you want to skip shipment lines without quantity and eventually textlines with lower indentation.
Skip Zero on Invoice (Sales)
Specifies if you want to skip invoice lines without quantity and eventually textlines with lower indentation.
Default bold
Specifies if you want to set the line automatically to bold.
Indentation, Fields
Explode BOM Indentation
Specifies if you want to automatically indent the component lines after you explode a bom in a sales document.
Extended Text Indentation
Specifies if you want to automatically indent the text lines after you insert an extended text in a sales document.
Combine Shipment Indentation
Specifies if you want to automatically indent the shipment lines under the combination text line.
Docs / NVXESD Extended Sales Documents / Tasks Working with the app
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.
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.
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXJSL 1.0.6.0
as of Business Central 18 2023/11/28
Corrections
The Document of the Blanket Order was missing.It is now included.
Improvements
Now its possible to setup BOLD automatically, when you create a new line.
NVXJSL 1.0.5.0
as of Business Central 18 2023/11/27
Corrections
In the Posted Documents the Description will also be shown bold, when you have lines with different indentations.
Improvements
Skip Zero Mgt. for Sales Shipments and Sales Invoices have been added.
NVXJSL 1.0.4.0
as of Business Central 18 2023/01/19
Corrections
The position no. will now be correctly calculated when exploding BOM or inserting extended texts.
Improvements
New setup to control if lines should be automatically indented at certain processes.
NVXJSL 1.0.3.0
as of Business Central 18 2022/10/24
Corrections
The column Optional Quantity has been moved right to the column Quantity
Lines with Totalling are also shown as bold, additionally lines with existing sublines
The DataCaptionExpression has been added in the Extended Sales Document Setup
When you enter a Quantity and the Optional Quantity is also entered, it will be set to zero
NVXJSL 1.0.2.0
as of Business Central 18 2022/05/18
Corrections
The Optional Qunatity is now visible on the page Sales Lines
The help has been revised
NVXJSL 1.0.1.0
as of Business Central 18 2022/05/10
Corrections
Changed visibility for some fields
Optional quantity fields moved for clarity of the page
