Invoices MAS: Difference between revisions
From Customer365 for SageCRM
(Created page with "This screen allows you to list the customer invoices from MAS. The user can select an invoice and download/view the PDF version of the invoice. The following are the setting...") |
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This screen allows you to list the customer invoices from MAS. | This screen allows you to list the customer invoices from MAS. | ||
The user can | [[File:invoice1.png]] | ||
The user can click an invoice number to download/view the PDF version of the invoice. | |||
Add the option to the Portal menu | |||
[[File:manuinv.png]] | |||
The following are the settings for the Invoice.aspx page | The following are the settings for the Invoice.aspx page | ||
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<add key="tbInvoiceFilter" value=" and invoiceno='#tbInvoiceFilter#'"/> | <add key="tbInvoiceFilter" value=" and invoiceno='#tbInvoiceFilter#'"/> | ||
<add key="lblInvoiceFilter" value="Invoice Number"/> | <add key="lblInvoiceFilter" value="Invoice Number"/> | ||
Assumptions: The database and table must be added to CRM | |||
[[File:aropeninv.png]] | |||
The list itself is stored in CRM and should be setup as follows: | |||
[[File:invoicelist.png]] | |||
Latest revision as of 16:38, 16 September 2013
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:
