Invoices MAS

From Customer365 for SageCRM
Revision as of 14:38, 16 September 2013 by CrmtogetherPortal (talk | contribs)
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This screen allows you to list the customer invoices from MAS.

The user can click an invoice number to download/view the PDF version of the invoice.

Add the option to the Portal menu

The following are the settings for the Invoice.aspx page

   <add key="InvoiceTable" value="mas.dbo.AR_OpenInvoice" />
   <add key="InvoiceList" value="AR_OpenInvoiceList" />
   <add key="InvoiceFilter" value="" />
   <add key="InvoiceListOrderBy" value="" />
   <add key="lblInvoiceHint" value="Click on the line item to open the invoice"/>
   <add key="lblInvoice" value="Your Invoices"/>
   <add key="tbInvoiceFilter" value=" and invoiceno='#tbInvoiceFilter#'"/>
   <add key="lblInvoiceFilter" value="Invoice Number"/>

Assumptions: The database and table must be added to CRM

The list itself is stored in CRM and should be setup as follows: