Extend Start New Invoice Script

This example shows you how to setup a script to:

• Open an Invoice
• Prompt for Customer code
• Fill in header details
• Go to first line

Looking back at the first script we wrote in Script to Create a New Invoice, we can now look at taking that concept a few steps further. For example we could:

• Select whether the user is in a form we can re-use
• Use an InputCode to prompt for the Customer code
• Auto-fill some header information and take the user into the invoice lines

1. Open the NewInvoice1.pfs script.

   Dim frmINInvoice1 as Object

   frmINInvoice1 = CreateObject("Accredo.INInvoiceEntryForm")

   frmINInvoice1.InsertInvoice

2. Add code to check if the Invoice Entry form is already open, and make sure an invoice is not currently being edited.

   Dim frmINInvoice1 as Object
   frmINInvoice1 = GetActiveObject
   If IsNull(frmINInvoice1) Or frmINInvoice1.ClassName <> "INInvoiceEntryForm" Then ' Can we reuse the current form
     frmINInvoice1 = CreateObject("Accredo.INInvoiceEntryForm") 'f not open a new one
   ElseIf frmINInvoice1.ClassName = "INInvoiceEntryForm" And frmINInvoice1.Editing Then
     Error "Current Invoice is being edited, Insert cancelled, please save changes and re-try."
   End If
   frmINInvoice1.InsertInvoice

3. Add code to auto-fill in some of the header information:

   Dim frmINInvoice1 as Object
   frmINInvoice1 = GetActiveObject
   If IsNull(frmINInvoice1) Or frmINInvoice1.ClassName <> "INInvoiceEntryForm" Then ' Can we reuse the current form
     frmINInvoice1 = CreateObject("Accredo.INInvoiceEntryForm") 'f not open a new one
   ElseIf frmINInvoice1.ClassName = "INInvoiceEntryForm" And frmINInvoice1.Editing Then
     Error "Current Invoice is being edited, Insert cancelled, please save changes and re-try."
   End If
   frmINInvoice1.InsertInvoice
   Customer = InputCode("ARCUST", "Customer code", "Customer")
   If IsNull(Customer) Then Error "Cancelled by User"
   frmINInvoice1.CustomerCode = Customer
   frmINInvoice1.InternalReference = LoginUserName
   frmINInvoice1.Comment = Time & " " & Date

4. Add code to take the user to the Invoice lines:

   Dim frmINInvoice1 as Object
   frmINInvoice1 = GetActiveObject
   If IsNull(frmINInvoice1) Or frmINInvoice1.ClassName <> "INInvoiceEntryForm" Then ' Can we reuse the current form
     frmINInvoice1 = CreateObject("Accredo.INInvoiceEntryForm") 'f not open a new one
   ElseIf frmINInvoice1.ClassName = "INInvoiceEntryForm" And frmINInvoice1.Editing Then
     Error "Current Invoice is being edited, Insert cancelled, please save changes and re-try."
   End If
   frmINInvoice1.InsertInvoice
   Customer = InputCode("ARCUST", "Customer code", "Customer")
   If IsNull(Customer) Then Error "Cancelled by User"
   frmINInvoice1.CustomerCode = Customer
   frmINInvoice1.InternalReference = LoginUserName
   frmINInvoice1.Comment = Time & " " & Date
   frmINInvoice1.Line.Append